0xAraki

At the intersection of crypto + acquiring and operating a humble boring business.

Operator 🐝
ESTP 🧢
Cornell 🐻
Frenchie dad 🐶

[0xAraki @ArakiBit]

why @NetNetCap is about to blow up in everyone's face.

- very sticky product with ~90% of all $NET staked
- their RWA game product TURBO sold out in <30 minutes after being restocked, and there's a second desk (TURBO BLACKJACK) worth watching too
-current NAV >1, 2.7x circ mcap vs 3.1m (2/3 of assets held in yield on Morpho, portion in cash) and in RWA assets (NVDA, SPCX, AAPL, GOOG). Treasury increased 33% in 24 hours as weak hands were selling and people were taking healthy profits off the table.
- dividend rate scales with premium over NAV, up to 0.45% per epoch (8hr epochs, 3x/day) once you're 1.75x+ over NAV, so the payout is directly juiced by the current premium
- multiple giga brain projects will be integrating into the eco
- also being discussed in top KOL private chats.
- KOLs (well followed on CT) put out a bullish thread calling it a bet on consumer crypto's next Top Shot moment, immutable protocol, fully owned by $NET holders
- and to top it off rumored that exec team went to RH HQ twice, honestly don't really need an RH listing because the data will prove it self. $net represented 25% of @rialto_xyz RWA trading volume.

[🥅,🥅]

I love $stonkbroker and its infrastructure and watching $index (poor novelty), but the data doesn't lie here and it seems $net is coming out on top. anything >1 nav is a buy in my books.

[0xAraki @ArakiBit]

I'm beginning to take a look at @standard_rsv and it seems to be one of the strong coherent monetary designs I've seen ship on RH chain @RobinhoodCrypto

My current read:

Most token economies die the same way: fixed emissions inflate supply when demand can't absorb it, then fail to expand when demand is strongest. Supply schedules are set in advance and never learn anything. Standard seems to throws that out.

It's a closed economy with one currency (STANDARD), , one market (an ETH/STANDARD), one signal (net ETH flow through that pool), and one authority: 4,000 lines of immutable code. No board, no committee, no governance to capture. The bank is the contract. I'm seeing some similarities to some of the stronger narratives play out here.

The core loop seems to be reflexive. Capital flowing in loosens policy, expands issuance, and stacks hard reserves in tokenized gold (a decent portion of my port). Capital flowing out tightens policy, triggers buybacks and burns, and prices the exits. Every path through the system either burns STANDARD or hands the central bank a hard asset. Most do both. Growth funds reserves and contraction seems to defend price.

The part that has me intrigued is the transfer/exit design. In a normal bank run, first out is made whole and the patient eat the loss, so panicking is always rational. Standard inverts it. The exit fee is a quadratic curve, your rate locks the second you commit, half of every fee is burned and the other half is paid to the holders who stayed. Heavy exit volume raises the cost on the people exiting and pays the ones who don't.

What I would watch: the reserve asset is tokenized gold, so counterparty and custody assumptions matter. And reflexive systems are elegant on the way up. The real test is a sustained drawdown where the exit curve and buyback engine have to hold under pressure. But the honest framing helps.

No token or NFT live yet, no surprise launch, whitepaper first. That's the opposite of how most of these arrive. It's back to the defi-summer days and I love the idea thus far.

First-principles monetary design that actually accounts for how humans behave in a panic is rare. This one seems to reflect that.

https://t.co/mqLsxvWqSZ

[The Standard Reserve @standard_rsv]

White paper is live.

There is no token or NFT set live yet. There will be no surprise launch.

https://t.co/IycFP6B5X2

[0xAraki @ArakiBit]

@sadcrissy To add i havent felt a p2e eco in a looong ass time and im finding it here after years of p2p in others

[0xAraki @ArakiBit]

Hey, ive been there, i’d recc checking out rh chain there’s some really cool builders here building novel products and im finding that robinhood has built some really good rails for web2 -> web3 adoption (ie morpho lending on usdg) baked into the app. Personally ive moved everything from @coinbase to @RobinhoodApp

[0xAraki @ArakiBit]

@themetaisok They’re in denial lol

[0xAraki @ArakiBit]

@sayinshallah Have u sold all ur btc? How have u positioned?

[0xAraki @ArakiBit]

70/20/10

Majors (btc, hype) / equities / high risk high conviction bets that can turn out to be 100 baggers.

This is the way.

Don’t get blown up in one of the largest bull markets by being greedy on smaller plays that may fail or being heavy on leverage. We still have a lot of time. Stack your wins.

[0xAraki @ArakiBit]

@camolNFT Bullish hype. Some people oblivious xD

[0xAraki @ArakiBit]

@conksresearch Btc higher

[0xAraki @ArakiBit]

@realdog123 Other chains only waking up to whats being built on RH chain

[0xAraki @ArakiBit]

@flocko Dont do shitcoins. Focus on teams that are building really novel stuff and have good distribution. Turn your eyes towards RH chain, there are some cpl of strong projects that are novel almost disruptive. Other chains have only been making derivatives (copy cats)

[0xAraki @ArakiBit]

@0xSammy @ArtificiallyInu @artemis Wow the fact that you have noxa in there almost makes me think ai wrote it

[0xAraki @ArakiBit]

@fundstrat @saylor True sport! Haha

[SimpleFarmer @OxSimpleFarmer]

The sole focus of StonkBrokers. The North Star, if you will, is to bring more users and more capital onchain by executing on high-level DeFi and StockFi technologies and helping those products launch and scale in a sustainable way.

That being said, we don’t want to invite people into a slaughterhouse. That’s why our ethos is simple: good, fair, transparent business with clear, digestible information across the board.

We are here to grow the pie for everyone, not fight for scraps.

This is how we stop repeating the vicious cycle for tokens and NFTs from 2021–2025.

PVE > PVP

Believe.

[0xAraki @ArakiBit]

👀all eyes on $net

[Ansem 🐂🀄️ @blknoiz06]

@bryptokenneth3

[0xAraki @ArakiBit]

@himgajria What’s your take on @NetNetCap ?

[0xAraki @ArakiBit]

@absPEBBLES Welcome stakeholder! And def agree with you i joined pretty late too, but the more i see Al shipping the more conviction i build

[0xAraki @ArakiBit]

@StandartXBT Love ur work

[0xAraki @ArakiBit]

@chillhart @NetNetCap ty brother

[0xAraki @ArakiBit]

g🥅

A lot of people underestimating the potential for $NET and calling it a ponzi / ethereum:0x64aa3364f17a4d01c6f1751fd97c2bd3d7e7f1d5 fork that will eventually end. I think people need to think about what Al and @NetNetCap is doing differently here. I consider $time and ethereum:0x64aa3364f17a4d01c6f1751fd97c2bd3d7e7f1d5 as early innovators of the adoption cycle and people who were a lot smarter than myself got into it. Once it crashed, the majority of people have been calling any ohm like forks a ponzi.

I see it from a different lens as it's really interesting to see what $net is evolving to become. If you think about it, net positions itself in RW-play but somehow in a very interesting series of launches this includes some of the most lucrative aspects of crypto. Think: gamify, NFT culture, defi, and RWA-fi. Not only that, it's building a revenue powerhouse via the infrastructure it is continuing to build with a very strong marketing community (aka distribution $fomo has seen a lot of success through perfecting distribution).

Couple of macro developments and factors that I believe $net will be a tangential beneficiary of:
- Clarity Act not being approved in September's vote I believe is already priced in. Last I checked prediction markets had it at 20% pass rate. BTC will likely not see a drawdown if it doesn't pass and my bear case is that it consolidates in the 78-82k range.
- Treasury bond buy-backs will continue far after the mid-term elections. Currently only til November.
- Weaker US dollar - debasement - will be a large factor of BTC's uprise
- more liquidity means more risk-on sentiment - Total 2 benefits from this
- RH chain building the infrastructure and rails that enable ease of adoption.

$Net is OHM-DFK-Axie-Plume combined with a cracked dev on steroids, yet still a lot of people will FUD or fade. Most of them haven't even read through all the docs and simply do not even try to experience it by investing a small amount to test it out themselves - this is how i started as I had my doubts in the beginning as well. I think we're going much higher.. My data is showing me the revenue buckets have also started to diversify - this is about to get very interesting.. NFA

[🥅,🥅]

[0xAraki @ArakiBit]

@a_Pakman welcome shareholder!