Edgarfish

In the crypto trenches everyday since 2017. Building conviction in builders and communities

Delusional Bull

[Edgarfish @InfinitEd90]

@The__Solstice @flywheelcash $Stonk already does this

[Edgarfish @InfinitEd90]

Nothing but robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf

[NetNet Capital @NetNetCap]

Shareholders,

For the last few weeks we have been building Net Forge, and this week it went from a private project to something any developer, or any AI agent, can pick up and use.

Here is what that means and why we think it matters.

More and more games start as a sentence typed to an AI coding agent. "Make me a co-op survivors game." "Add multiplayer to my three.js scene." The agent picks the tools, writes the code and runs it. So the engine an agent reaches for decides what a lot of people end up building with.

Most game engines were made for people clicking around an editor. Agents can't do that. They work best with code they can read, a typed API they can't misuse, and a way to test what they wrote without a human playing it. Multiplayer makes this harder still, because the server and the browser have to agree on every frame.

Net Forge is built for that from the ground up:

- One game simulation runs the same in the browser and on the server, so multiplayer works from the first line
- A three.js renderer on WebGPU, with a WebGL2 fallback
- Each game's rules live in one typed file an agent can read and safely change
- Playtest bots play the game for you, so an agent can check its own work
- 530 CC0 models and sounds across six art styles, so nothing ships as grey boxes
- Ten complete templates to start from: survivors-like co-op, arena shooter, tower defense, dungeon crawler, idle, platformer, card battler, monster collector, kart racer and party game

What shipped publicly:

- 19 open-source packages on npm published straight from a public repo with npm provenance
- npm create netforge@latest, which turns any template into a running game in about a minute
- An MCP server and a CLI setup command, so Claude, Cursor and other coding agents can drive the engine directly
- Full docs at https://t.co/McEop4isuz, written so both people and AI models can read them, with guides for the questions developers actually ask
- A GitHub template repo for every game, so you can start one with a single click
- Playable demos of the templates on https://t.co/xk9EUOU5rk

Everything public runs with play money. No wallet, no chain, no sign-up.

Why this matters for NetNet: the next step is the Kit, which connects a game to its own token, an in-game store and player rewards. When it goes live, anyone who builds on Net Forge will be able to launch a game with an economy attached in one flow. Each game token will trade against wsNET, so every game that launches adds a new market built on NetNet.

The open engine comes first. The more developers and agents building on it, the more games there are to launch when the Kit arrives.

If you build something, show us. Issues and pull requests are open.

[Edgarfish @InfinitEd90]

My Dev has spoken. I tend to believe him

solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx

[Dev @Devbosetwt]

$stonk looking good, iykyk 🕊

[Edgarfish @InfinitEd90]

Are we kinda back?? solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx

[Stonk @LaunchOnSF]

StonkFun Update
(October 25th)

Daily:
Revenue: $198,429
Burned: 972.35K $STONK

Cumulative:
Revenue: $38.34M
Holder Rewards: $97.83M

[Viking Quant @VikingQuant]

Many people don’t know what a deflationary coin with a stable price, like $NET, means for holders…

So, in the last few days, over 3% of $NET supply was already burned, while price was stable under NAV. What does this mean?

Let’s say you hold $1000 worth of $NET, at this floor level ($155-$160 price per NET), which is the equivalent of ~$24M mcap.

Now, if burns will continue at the same pace, until the end of the year, the total supply would be at least half of what it is now. So, a 50% drop in supply, but you still hold $1000 worth of $NET, at the floor level (right under the NAV price) remember?

How much will be the new market cap? Obviously it will be cut in half! So, you will hold by then the same $1000 worth of $NET, but at ~$12M mcap instead of $24M mcap! Why? Because dilution stopped, there are no emissions under NAV, and also the burns took place, shrinking the supply in half!

Now, tell me, anon, where can you make more Xs - in a token with $12M mcap or in the same token, but at $24M mcap?

The answer is obvious! At $12M mcap, your gains will be 2x bigger, because the ceiling will be 2x higher!

So you basically did nothing, just held your bag all this time, and waited the impatient apes to burn their tokens by selling them to the Treasury. But in the moment market will pump, your $NET bag will have more room to grow.

Let’s say the next ATH of $NET will be $200M mcap. From $12M to $200M, you can now make a 16.6x, instead of just an 8.3x, if you ride the bag from $24M to $200M. So in the first case your bag will worth $16,600, while in the second case it would worth only $8,300.

Got it, anon? This is the $NET magic. And just a few can really understand it.

[Edgarfish @InfinitEd90]

People have no idea how big $STONK will be

[Solana Sensei @SolanaSensei]

I don't think people realize how much revenue some Solana protocols are generating.

Take StonkFun, for example.

Over the past 30 days, the Solana launchpad recorded $20.8M in protocol revenue.

For comparison:

- StonkFun: $20.8M
- Meteora: $5.95M
- Raydium: $5.34M
- Jupiter: $5.17M

That's more revenue than Jupiter, Raydium, and Meteora combined ($16.46M).

Source: @DefiLlama

[Edgarfish @InfinitEd90]

@dippy_eth Lack of trading volume on RH is the main thing. There will be another wave at some point

[💎GEM INSIDER💎 @gem_insider]

time to pick up some $NET 👀

gonna keep it simple. $NET is a reserve-backed rebase token with a growing treasury and real products around it.

current price is around $178 while the treasury holds ~$163 in backing for every $NET. 90%+ of supply is staked, and the treasury is already above $29M.

they keep shipping games, prediction markets, NET LONG and NetCorp beta. activity feeds the treasury and buybacks while the market still treats this like some random ponzi

price got smoked due to some FUD but the team has addressed the concerns

most are fading instead of looking at what’s actually in front of them.
i'm bidding

CA: 0xca9c78dd337a67f6e0077f65f5e9218719d30edf

[Edgarfish @InfinitEd90]

@megastuffs It's going to crazy. Most hated rally on RH coming

[Edgarfish @InfinitEd90]

@isellbeforeyou 200 mil next target

[Edgarfish @InfinitEd90]

The next $AXIE is $NET = RWPLAY

[nairolf @0xNairolf]

people are truly in disbelief wow

you can feel from the replies that most people think something like axie can simply never happen again

i will take the other side

i think it absolutely happens again and probably when nobody expects it

papertrade peaked at $6b open interest lol and took 4 days to distribute $33m in staking rewards to holders

another example is the whole robinhood chain mania, they banked $7.5m in chain revenue in just one day on sept 4 lol, this is silly

now imagine good alts ripping, people getting rich again and one app captures the attention at exactly the right time

you get the same reflexive loop all over again

tldr: there will be another axie

[Edgarfish @InfinitEd90]

@0xNairolf The next axie is $NET RWPLAY

[Edgarfish @InfinitEd90]

@OzenInvests You and me both Ozen. Happy to look crazy. That's where the biggest returns sit

[Edgarfish @InfinitEd90]

@mauricedefi Actually very good considering the market cap and market conditions

[Edgarfish @InfinitEd90]

BREAKING NEWS

$STONK revenue is about to go parabolic

[Stonk @LaunchOnSF]

StonkFun Revenue
(October 12th)

Revenue: $219,501
Buybacks: $130,100
Burned: 893.85K $STONK

https://t.co/vKy5UJFK4W

[Edgarfish @InfinitEd90]

@greenytrades Fudged numbers you'd think. Price action is great but 5000 holders added on on a 30% move doesn't math

[Edgarfish @InfinitEd90]

@chjokka Understand the tech is great but why does it need a token?

[Edgarfish @InfinitEd90]

@rasmr_eth I knew there was something off about you @rasmr_eth

[Edgarfish @InfinitEd90]

@ddivixx The greatest ponzi of all time robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf

[Edgarfish @InfinitEd90]

@blknoiz06 $STONK $CATE $NET

Targets Infinity