Breaking this down.
This upgrade is helping AI, the largest stock pair in the space, cement itself as the canonical pair of the RWA economy.
Under conservative growth estimates, NAV in the AI vault should double in the coming weeks.
Two things we’ve realized:
1. Holders already view AI as proxy exposure to RWA growth
2. The community vault has become a big part of AI, and the idea of playing the long term game through compounding is the main meta pattern of LONG
It’s clear to everyone that without AI, stock pairs would never have taken off.
This upgrade helps create a completely new asset class, something that has never been done before, and establishes a clear connection between the increased RWA activity on @RobinhoodCrypto chain that LONG is driving and the growth of AI.
I also want to emphasize that we are going to triple down on our support for all top pairs on LONG. Starting with new community vaults that we will make available for ALL past pairs, and much more.
AI is the BTC of RWAs, but we will have many more generational pairs with their own unique narratives (and we see them already!!!).
LONG.
onchain AI.
breaking it down a bit into numbers and other angles
a simple way to think about this is as a $200k buyback, but it’s more like a high conviction bet on AI companies growing(and @ArtificiallyInu being able to index it) with the way we designed the liquidity around these pairs, it can create a sink for millions worth of AI
TVL wise, the AI/NVDA3X pool holds ~20% of the entire circulating supply of NVDA3X, forcing some NVDA3X trades to route through the AI pool
the other angle here is that a healthy level of leverage can increase reflexivity with NVDA (a rough rule of thumb is that NVDA3X targets 3x NVDA’s daily move) I saw some come community members concerned weather the connection with NVDA is too weak, the answer is we there are variety of tools that can help increase or decrease this connection! iterative approach is the way to go.
if you look at NVDA as a stock, it’s being priced like an AI index. when major GPU consumers like Anthropic hit new growth records, NVDA stock might rise too
it’s super interesting to try to replicate this effect in more novel ways with the tools custom onchain markets provide.
LONG.
Tokenization is coming to America.
Thanks to the SEC’s leadership, Americans can start to reap the benefits of tokenization: instant settlement, 24/7 trading, fractionalization by default and more. It’s a good day for US innovation.