The author is holding a 1% position in $ORDYS on the Arbitrum network, with a target of riding the asset to $100M or $0. The investment thesis relies on the project's value proposition of merging buybacks, stock redistribution, and NFTs, with the expectation that Ordys will outperform Arbitrum just as Pump outperforms Solana. The author notes that the asset is a slow cook that could face heavy downside during onchain corrections, and views it as their main exposure on Arbitrum for the cycle.