With Ryzome / Canva poised for release any time, and as $ARC flirts with $100M, market will realize it remains one of the most asymmetrically priced AI plays.
And not only ARC, but also its ecosystem.
5 projects. $15M combined mcap. Some still sub-$2M or even sub-$1M for what is a key component of the new orchestration layer (MCP). All plugged into the agentic core / app store.
Some of these tokens have traded in close correlation with ARC due to deep native liquidity pairs (eg. XYZ/ARC) — which dragged them down as ARC heavily sold off in Q1, regardless of fundamentals.
But the same flow that dragged them lower now flips directional bias with great reflexivity.
From MCP services for data flows and onchain actions to human-like AI avatars, with Ryzome all these protocols stop being isolated and start operating together. Which offers a more cohesive understanding of "ecosystem".
$ARC offers a great liquid bet in AI and it will be more obvious as it sucks attention with Ryzome release. And the low caps offer a more degen bet. Perfect combination, as it should.
From X
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