Exploring @arcdotfun’s Ryzome ahead of launch and investing a decent amount in $ARC as I strongly believe it’s not priced in and market doesn’t get it yet.

Core thesis:

• Ryzome is the agentic app store, as they call it: a composable registry of workflows, memory, routing, and mission logic for AI agents.

I prefer to refer to it as an orchestration layer that coordinate agents across web2 and web3.

• Built on MCP, it resolves fragmentation: agents can now share context, plug into tools, and execute coordinated tasks seamlessly.

• Launching with 20+ integrated services across DeFi, visual trading, context security, and human-agent interaction layers.

• Each new service compounds network utility—forming a true agentic operating system rather than a set of siloed wrappers.

This is what swarms in the first leg up wanted to be.

• ARC is still down 85% from ATH and the chart looks fire, similar to $AVA.

And luckily for us, there’s a whole ecosystem of alts that, if this thesis is correct, will explode due to the divergence between current valuations ($4M, $1M, or even $500k) of what are key components of Arc's Ryzome and what lies ahead.