Metsuki Sutemi

Walk Your Own Path. NO FEAR. NO PROMISES. Launched on Rainbow 🌈 $METS 🥷
CA-0x97B0a5F186c053A4F66598419cdE8379dc29D71f

Collabs TG: @metsukisutemi103

[Metsuki Sutemi @KatanaAlpha]

$METS.

Built on Base.
Community first.
No presale. No VC.

Contract:0x97B0a5F186c053A4F66598419cdE8379dc29D71f

This is only the beginning. 🥷

[Metsuki Sutemi @KatanaAlpha]

@rainbowdotme 👀

[Metsuki Sutemi @KatanaAlpha]

@base @0xcarlosg 👀

[Metsuki Sutemi @KatanaAlpha]

@MemesOnBase_ @Toshi @brianarmstrong 🥷

[Metsuki Sutemi @KatanaAlpha]

@Sirbagonhood 🥷

[Metsuki Sutemi @KatanaAlpha]

@satsdev21 @base 🥷

[Metsuki Sutemi @KatanaAlpha]

@baseposting @jessepollak 🥷

[Metsuki Sutemi @KatanaAlpha]

@colosseum @base 🫰

[Metsuki Sutemi @KatanaAlpha]

@RH_Gems 👀

[Metsuki Sutemi @KatanaAlpha]

@RobinHubHB 👀

[Metsuki Sutemi @KatanaAlpha]

A brief cooldown around the $0.025–0.026 range. Shake out the weak hands, build a solid base, and then continue capturing the market.

base:0xa53887f7e7c1bf5010b8627f1c1ba94fe7a5d6e0 is gearing up for the next breakout. 🚀

#base base:0xa53887f7e7c1bf5010b8627f1c1ba94fe7a5d6e0

[Metsuki Sutemi @KatanaAlpha]

@agrislis @alexlaprade We’ll keep an eye on how things develop 👌

[Metsuki Sutemi @KatanaAlpha]

This is me sitting here waiting for @alexlaprade to introduce programmatic buybacks for $RNBW 🚀

#base #baseApp

[AX1 @ax1vc]

Decided to find out if anyone else was profiting off of Robinhood Chain. Turns out there is a wallet.

RH Chain fees hit $4M+/day at the peak this week. @rainbowdotme captured around $52k of it. Nothing for Robinhood, but 3x Rainbow's weekly revenue in June and more than it made on Base all month.

Why: Robinhood covers gas only inside its own wallet (with some exceptions) and only until September 29. Rainbow covers gas everywhere with no end date announced. If activity holds past the 29th, that's a moat.

The wallet is different too. A year ago Rainbow was where you looked at your NFTs. Now it's smart accounts, gas paid, and Shein pre-IPO perps next to Polymarket markets on one screen.

To be fair: MAU is flat YoY (~130k), $RNBW is ~4x below its CoinList price. All disclosed monthly at https://t.co/Fghgu85XE1. Rare at a $5M cap for a US team with a Base-native token.

[Metsuki Sutemi @KatanaAlpha]

The more I look into $RNBW, the more interesting the current setup becomes.

Rainbow already market buys $RNBW to fund Staking & Rewards.

For now, these buys are manual and depend on the team’s decisions — not a programmatic buyback.

But what if that changes?

Imagine Rainbow eventually tying a portion of its revenue/fees to systematic $RNBW buybacks, with the purchased tokens being sent into staking.

Revenue → Buyback → Staking

This is where a very interesting flywheel could emerge.

More users
→ more volume
→ more revenue
→ more $RNBW bought from the market
→ more RNBW moved into staking
→ less liquid supply.

And unlike a burn, the tokens aren’t destroyed.

They stay inside staking and continue working within the system.

The most interesting part is that Rainbow already has the infrastructure for this mechanism in place.

The real question is what happens if Rainbow scales revenue and turns its current market buys into a more systematic capital allocation strategy.

At that point, I’d care much less about the headline staking APY and much more about four metrics:

Revenue → Buybacks → RNBW staked → Liquid supply 🔄

If all four start moving in the right direction at the same time, the $RNBW thesis gets very interesting.

I’m just curious how far the existing mechanism could go if it gets scaled. 👀

[Metsuki Sutemi @KatanaAlpha]

A possible compromise in this case could be to use a portion of the fees to buy back RNBW from the market. Instead of burning the purchased tokens, they could be put into staking. This would create consistent demand for the token, support liquidity, and allow value to be reinvested back into the ecosystem.

[Metsuki Sutemi @KatanaAlpha]

@agrislis @alexlaprade We could run a poll in the community if we really want to understand whether this would be useful. 😊

[Metsuki Sutemi @KatanaAlpha]

@Jus7Degen 💅👀

[Metsuki Sutemi @KatanaAlpha]

@base @portals_fi 🌈