My thesis on $ODYS is pretty simple: Arbitrum has the ecosystem, but it needs a native launch/trading culture. ODYS is already building that layer a live permissionless launchpad for community markets, with real launches and trading activity already happening on Arbitrum. The interesting part for me is V2. If they execute on the roadmap around new market types and deeper integrations, ODYS could become one of the main liquidity/discovery hubs for Arbitrum. It’s still very early and execution is the key risk, but I’m watching the product growth, volume, graduations and V2 closely. That’s my thesis @odysfun will rule @arbitrum will rule
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