PBC

Calls. Alpha Whale. Conviction. Technologist. Not financial advice, barely advice. Graduated from Tri-State Alpha Call Training Council

[PBC @PureBredCrypto]

I just got another banger.

Sometimes you just gotta trust the $50 pull. 😂

2019 Japanese Misty & Lorelei TAG TEAM GX #191 PSA 10 💎

💰 Pull cost: $50
💎 Market value: ~$600

[TheCardWall @TheCardWall]

WHO ELSE IS DOING THIS?

$20,000 in, graded card pulls out every hour.

426 graded trading cards airdropped to 355 holders. $10,000 of card pulls airdropped two weeks ago. $20,000 more today. Over $70,000 to holders since launch.

No staking. No claiming. No whitelist. No BS. Hold the activated membership and the airdrops land in your wallet.

Take a shot at $5K right away, or save up to take a swing at $150K later.

The only TCG gacha that pays its holders in real trading cards on the success of the the best business model in web3.

One membership. One token ($WALL). 26 gacha machines powered by @Collector_Crypt - Pokémon, One Piece, Dragon Ball, Lorcana, sports.

7,166 pulls and $2.4M through them in 42 days. Every pull is a graded card with a 72-hour buyback. Trade your slabs peer to peer with other holders. Get your cards shipped to your house.

A share of what the machines make is bought as $WALL on the open market and airdropped back to holders as pulls.

BONUS: 9 random slabs are ready for those who share - PSA 10 Mega Charizard X EX in the mix. Because, why not?

Watch live: https://t.co/mj9OUF7xoR

Who's here for the rain?

🌧️

[PBC @PureBredCrypto]

One of the perks of being a @TheCardWall member… a FREE $50 gacha pull.

Figured why not. It’s free. 😂

Pulled a 1998 Japanese Kuchiba City Gym Deck Lt. Surge’s Raichu PSA 10.

Vintage. PSA 10. Only ~117 in a 10.

Recent sales have gone as high as $747.

$0 out of pocket ➡️ $500+ card.

Yeah… I’ll take that membership perk. 😂

@TheCardWall has been my favorite @ClutchMarkets special project. robinhood:0xe934e36a439c94017b64a3fece66af12099abf50

[PBC @PureBredCrypto]

$100 gacha pull on @TheCardWall

Pulled a 2001 Japanese Neo 4 Dark Gengar Holo PSA 1. 👻

Only ~50 PSA 1s exist and recent comps are around $300+.

Sometimes getting a 1 is actually a W 😂

$100 ➡️ ~$300+

I’ll take that all day.

[PBC @PureBredCrypto]

I don’t own anything at all in the penguin universe. I did play around in abstract for a bit, but not like some people. I left long before it shut down and don’t really feel like have a dog in this fight.

One thing I will say though, you would be surprised how disorganized how many big companies are and how they seem to fly by the seat of their pants.

I work for a large pharmaceutical company with billions of annual revenue, and the last-minute decisions that get made because of incomplete or ignored information would astound you.

So to me, whether true or not, it doesn’t surprise me in the slightest that info could have been given 10 days before the decision to shut down.

I have seen these exact scenarios with contracts worth millions of dollars.

[Oxxyy @Oxxyy13]

respectfully Luca, this is even more concerning than anything that's happened thus far

what the hell do you mean it blindsided you? you're telling me maybe your largest hope for a revenue producing product and cost center shutting down blindsided you?? you're telling me you didn't expect this to shut down at all? you're telling me the decision to shut down the chain only happened 10 days before you tweeted???

there is clearly a bigger issue here if there weren't plans, strategies, KPIs, and whatever else in place that if they weren't met then you shut it down. the fact that you were "blindsided" by this is so incredibly alarming to me

[PBC @PureBredCrypto]

ripped a mudwater pack 🦍
10 cards out the swamp. rate my pull @BoredApeYC
https://t.co/F1zThcsUAq

[PBC @PureBredCrypto]

@point_onefive The @TheCardWall and @point_onefive have single handed my onboarded me to shiny cardboard.

[PBC @PureBredCrypto]

Agreed. To me. This is not a good look and it just shows they are tone deaf.

Yeah, CT would never like this, and just because CT doesn’t like it doesn’t mean it’s not something that needs to be done.

I’m sure your dog doesn’t like to be neutered, but it might be a necessary step and something that needs to be done but you probably wouldn’t choose to neuter your dog right after It got hit by a bus. You might wanna let it recover a little bit before you take it in for that next surgery.

[PBC @PureBredCrypto]

I just wanted to address some commentary on robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf

**Volume down 98%?** True. So is every token on Robinhood Chain: PONS −93%, AI −93%, CASHCAT −98%, STONKBROKER −97%, UP −97%. The whole chain went quiet at once. That's a market problem, not a NET problem.

**What brings it back?** Every token on the chain is waiting on the same two things: a catalyst and Robinhood Chain volume. When they show up, they lift all of them. NET isn't behind on that, it's in the same boat.

**0% staking rewards?** The other tokens don't pay staking inflation either. Nobody holds PONS or CASHCAT for yield. You hold because you think the price goes up. Same reason you'd hold NET, and 87.7% of supply is still

**People who bought at 5–15x NAV are mad?** So are people who bought the top of every other token. That's what buying a top does, and it doesn't say anything about where the token is now.

**The real difference:** every one of those tokens trades at a premium to something. You just can't see it. There's no NAV and no floor, so nobody knows what a meme is "worth."

NET is the only one where you can measure it. NAV is $163, NET trades at ~$159–160 on untaxed pools, and the treasury bids NAV × 0.985 and burns every fill. Even at about 1% of liquid cash per epoch, there's a buyer sitting at the floor. The others have no guaranteed buyer at any price.

Same catalysts, same volume, but one of them has a known floor. Risk-adjusted, that's the better bet than catching a falling knife when you can't see the bottom.

[StarPlatinum @StarPlatinum_]

Let’s address the elephant in the room with $NET

I’ve seen a lot of hate towards this token recently, yes it’s normal, it went from an ATH of $1,887 to $158.

(90% down in less than two months lol)

But maybe this actually has an explanation

At its peak, people were paying 15x the underlying value of the assets backing each token.

Today it looks different

$NET price: $158.79
NAV per token: $162.92
Treasury: $24.94M
Total supply: 153,092 NET
Staked supply: 87.7%
Price/NAV: 0.97x

For the first time, $NET is trading below its NAV.

And that’s a completely different situation from buying it at $900 when the NAV was $130.

The treasury didn’t disappear.

In fact, it grew from around $9M in early September to $25M today.

What disappeared was the premium people were willing to pay.

Now here’s the part I don’t like.

Staking rewards are currently 0% because the protocol stops issuing new tokens when the price falls to NAV or below.

That’s good for stopping dilution, but it also removes one of the main incentives people had to hold $NET

Trading volume has also collapsed from $15M a day at its peak to $500K or less.

And with 5% trading fees on certain pools, liquidity is a real problem.

So no, having $25M in treasury doesn’t automatically mean the token is going to recover.

(It looks really bad tho)

There’s also the question of whether the protocol can generate enough external revenue to grow its NAV without relying on new bonds and token issuance.

I still think the idea behind $NET is interesting, especially if Robinhood Chain becomes a serious ecosystem for tokenized equities.

But I also understand why people who bought at 5-15x NAV are pissed.

They were buying a premium that eventually disappeared.

The difference now is that you’re no longer paying $900 for $130 of backing.

You’re paying around $159 for $163 of reported NAV.

But hey calling it a zero just because the chart looks terrible ignores what the protocol actually holds.

We will see.

[PBC @PureBredCrypto]

@VanWin408 @beeple @mfigge @BoredApeYC Damn I wish I would have made it down there.

[STONKS PARK @stonkspark]

two presidents. one cage. winner gets ukraine.

china wants to broker peace, so trump brings putin and zelensky to mar-a-lago and settles it the old-fashioned way.

STONKS PARK · SEASON 2 · EPISODE V: SNOW & VODKA

buy solana:7gKKy2p1SaMkRFPX7caF96YpfuMMpDj82ZpjaffuvaU5

[PBC @PureBredCrypto]

Amazing work here. Even though we all know this is happening, I love seeing it spelled out.

This is all getting out of hand. Straight up criminal behavior. I can’t wait for the full house to just fall down. Seems like the only way for things to get sorted.

[Bubblemaps @bubblemaps]

1/ An investigation into @The__Solstice, top #3 social trader, and his ties to a massive bundling operation

[PBC @PureBredCrypto]

And to be fair and completely transparent.

1. Farmer doesnt own an ape, he has in the past, but has flipped them.
2. Most projects WL stonkbrokers not necessarily because they like them, but because they are top of the food chain on RH.
3. Farmer hates the vamps and copycats. He has repeatedly advised / cautioned the stonkbrokers from supporting them. So there is that too.

[PBC @PureBredCrypto]

@abitzamines @MaSchGT @Bloxbroker I didn’t say you don’t like Simple farmer or didn’t like stonkbrokers. I said you sounded arrogant the way you were talking and saying how you were gonna take down stonkbrokers and dethrone them.

[PBC @PureBredCrypto]

@MaSchGT @abitzamines @Bloxbroker Oh he has definitely been on X spaces saying how he was gonna take them down. Heard it with my own ears

[PBC @PureBredCrypto]

RH is getting hit right now. if you hold @RobinhoodCrypto ecosystem tokens, you really have 3 options:

1. sell and sit in USDG until things clear up. safe, but moves can flip violently and you can miss the big upside leg

2. keep holding your RH tokens. you stay in for the recovery, but you could be catching a falling knife, and you never know how far down something can go

3. Rotate into robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf . the floor is USDG in a treasury, not RH’s price, and there’s a buyback at NAV minus 1.5% (about $160 today). you get a hard bid under you and still keep the upside if RH comes back

none of these are free. option 1 gives up upside, option 2 carries the most risk, and option 3 still depends on demand returning, and the buyback is capped at 1% of liquid cash per 8 hours, so exits are first come, first served

but if I had to pick where to hide while still being in the game, it’s the one with a floor and still gives upside. Chillin here.

[PBC @PureBredCrypto]

Mom won 1st place Best Overall at the church chili cook-off. 🏆

Celebrating the only way I know how. Buying more robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf and robinhood:0xe934e36a439c94017b64a3fece66af12099abf50

What else should we buy? @RobinhoodCrypto

[PBC @PureBredCrypto]

@ArtFrogling That wasn’t even written by a human 😂

AI slop post if I have ever seen one. “You were never the community, you were the funding round” LMFAO

[PBC @PureBredCrypto]

Basically a stable coin at this point with massive upside 😂 🥅🥅 robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf

[PBC @PureBredCrypto]

Glad to be involved. Send me more cards!

[Point📍 @point_onefive]

You bought the token, you swapped for the NFT, and activated it.

The best TCG business model of the 21st century fueled a rewards pool by consuming $WALL

$50 game credits per distribution.

REAL GRADED TRADING CARDS at your doorstep.

Thats not all, and its just the beginning.

ALL ABOARD!

CA:
0xB03058B8A39f3967DF08d833682C1c99b29821B1

🫡