NetNet Capital

Reserve Manager for $NET on Robinhood Chain.

Play Games with Stocks -

[NetNet Capital @NetNetCap]

Shareholders,

We at NetNet Capital Management are confident that RW-Play is the Next Meta.

Tokenized RWAs are growing rapidly, but no one is building to the future of what they can and should be capable of.

No one, except for us.

More soon,
Al https://t.co/klk9RUsQ6G

[NetNet Capital @NetNetCap]

(🥅,🥅)

[Vlad Tenev @vladtenev]

We built Robinhood Chain for founders with big ideas. Proud to share what they're bringing to life.

[NetNet Capital @NetNetCap]

net forge

[Vlad Tenev @vladtenev]

@Tyler_Did_It Show, don't tell. The best way to bring people onchain is apps they actually want to use.

[Vlad Tenev @vladtenev]

@Tyler_Did_It Show, don't tell. The best way to bring people onchain is apps they actually want to use.

[Quidious 🥅🥅 @QJohnso99016963]

My second AA rating Employee total! And Out of the 5 revealed this time also got a BBB. I'll be firing the D ratings and send them to start over from the bottom of a new company.

So much being built here by @OzzietheOwl__ with Nethustle! And @NetNetCap

[NetNet Capital @NetNetCap]

come home

[Vlad Tenev @vladtenev]

The trenches are calling and I must go.

[NetNet Capital @NetNetCap]

Shareholders,

In preparation for Net Forge official launch we will begin adding wsNET/USDG liquidity from the RWA Sleeve today.

More Soon.

[NetNet Capital @NetNetCap]

@MCGlive @mynt_josh Token price will largely be driven by our ability to grow the treasury outside of bonds, were trading at backing now so there is no downside, definitely not dead.

[Viking Quant @VikingQuant]

Wow! @NetNetCap was just mentioned by @RobinhoodCrypto in the RH Builder Zone! Huge recognition for $NET! 👀

[Strategic Gaming Reserve (🥅,🥅) @coinsinkstudio]

Gaming will supercharge the next memecoin cycle.

Cultural trends come and go very quickly, and we can now build games fast enough to celebrate them.

Instead of X raids, memecoins can rally communities around playable experiences.

tl;dr Al Dunlap is Lisan Al Gaib.

[NetNet Capital @NetNetCap]

(🥅,🥅)

[Robinhood Crypto @RobinhoodCrypto]

https://t.co/pAo9qK85NK

[NetNet Capital @NetNetCap]

(🥅,🥅)

[Strategic Gaming Reserve (🥅,🥅) @coinsinkstudio]

We are going to bring you the most immersive RPG since Diablo 2, built on top of @NetNetCap's Net Forge.

Imagine co-op runs through the dungeon in a party of 4, hunting for loot that ranges from in-game skills and equipment to real-word assets.

[NetNet Capital @NetNetCap]

On-chain products that do not offer a net new experience for consumers will ultimately have this outcome. RW-Play is only possible on-chain, and that is why NetNet Capital Management will win.

[Megapot @megapot]

https://t.co/9T7RBd7c5B

[NetNet Capital @NetNetCap]

RW-Play is the Meta

[Dippy.eth @dippy_eth]

robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf IS THE STRONGEST CONVICTION PLAY IN THE ROBINHOOD ECOSYSTEM

Look at this chart. That's the NetNet treasury, from a few million at the end of August to ~$26M today

> ~$163 of onchain reserves behind every NET
> price sitting right on that number
> a protocol bid that's been buying and burning NET all week
> ~$3.9M of tokenized stocks on top, not even counted
> a team shipping a new product every few days

robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf protocol burned about 4% of the entire supply in one week

9,581 NET bought back and burned to date. Supply down from ~159K to ~153K in seven days

To sum up, we also have the following:

> treasury just keeps growing, no matter what
> number of holders just keeps increasing, and they keep accumulating

THAT'S THE MOST BULLISH MECHANIC ON THE CHAIN

[NetNet Capital @NetNetCap]

(🥅,🥅)

[Tom @tomismeta]

The elegance of the NetNet protocol continues with inverse bonds which allow you to redeem your NET from the treasury for 98.5% of NAV ($162.91) and burns the NET.

To date, we’ve seen 9,582 NET burned (6.27% of total supply), and users have redeemed a total of $1.54m resulting in the NAV increasing due to redemption value being slightly lower than NAV.

Inverse bond capacity per epoc is 1% of the total liquid USDG maintained at a 30/70 split between the liquid USDG and yield bearing Morpho vault.

If the market price (currently $160.82) falls below NAV, it’s arbitraged typically to within 5% of NAV because of the 5% buy tax.

We saw market efficiency arbitrage a single 2,208 NET $346k ($156.52 per NET) market sell last night which brought the market price back right in line with NAV as of this morning.

The treasury (ownership revoked and immutable) still sits at $24.9m in USDG. NET is essentially a stablecoin with only upside while staking rewards remain at zero.

NetNet is battle-tested new financial art.

[Standart비트코인 @StandartXBT]

@NetNetCap is building @Pumpfun style layer for ai generated games

> 10 types of games supported currently
> each game gets its own token
> bonding curve → grad to liquidity pool
> rewards are off-chain first. on-chain claims later
> achievements, titles, characters, cosmetics, upgrades are included
> gear is losable

i also generated 4 games with npm create netforge@latest, passed the official bot playtest, and launched it locally:

1. CRYPTWICK - co-op dungeon crawl. WIСK token
Playtest: 58 kills, 4 waves, earn rules fired twice

2. TORQUEBAY - kart racer. TORQ token
Playtest: hot-lap earn rules fired twice

3. COGSPIRE - tower defense. COG token
Playtest: 14 kills, 3/3 genre checks

4. INKWRIT - card battler. INK token
Playtest: 2/2 genre checks, progress 100%.

wanna see other 6 game types?

[NetNet Capital @NetNetCap]

@coinsinkstudio (🥅,🥅)

[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.

[Strategic Gaming Reserve (🥅,🥅) @coinsinkstudio]

@NetNetCap Built over the weekend on Net Forge. This is a game changer for how fast we can make our ideas playable.