Base Crypto Hub

Crypto, AI, finance, tech.

Bullish Ethereum *and* ETH

[FXCKER 🧩 (🥅,🥅) @CryptoFvcker]

I think people are still looking at robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf the wrong way.
The bull case isn’t “high APY”.
It’s the number of economic rails being built around one reserve-backed asset.

robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf started from a tiny ~$50k founding raise.

Today the system has grown into a multi-product onchain economy with:
• a permanent 5% AMM trading levy that now flows entirely to reserves
• USDG treasury yield through Morpho
• protocol-owned liquidity
• algorithmic rebases tied to Price/NAV instead of unlimited fixed emissions
• buybacks + retirement of NET below NAV
• premium sales that monetize excessive upside
• Real World Bonds accumulating tokenized equities
• wsNET credit markets / Loopback
• WinNET
• Superstore
• CLIMB INC.
• COINflip
• SpaceX Invaders
• MSFT Flight Simulator
• TURBO / leveraged tokenized-equity products
• Blackjack, prediction/game rails and more

And now there are public hints of an onchain MMORPG in the vein of DeFi Kingdoms.

The important part is that not every product simply prints more NET.

Different rails feed different parts of the flywheel:
Treasury → NAV
RWA Sleeve → external assets
Games → volume / fees / asset demand
Credit → wsNET utility
POL → deeper liquidity
Buybacks → lower supply when NET trades below NAV

Meanwhile management says it bought $518k of NET in the last 7 days and intends to keep buying while the multiple is low.

This is why I don’t see robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf as “another OHM fork”.
Olympus proved that a reflexive reserve protocol can scale into the multi-billions.

NetNet is trying to take the OHM primitive and build an actual consumer + financial ecosystem on top of it.

That’s the part I think the market may still be underestimating.

The metric I care about most isn’t APY.
It’s:
RFV growth vs NET supply growth.
If treasury growth, product adoption and liquidity can keep outrunning dilution while more rails come online, the flywheel gets very interesting.

robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf is starting to look less like a token and more like an onchain holding company / financial arcade built around a reserve asset.
That’s the thesis.

[NetNet Capital @NetNetCap]

Shareholders,

Over the last 7 days the NetNet Capital Management Team has purchased $518,490.50 of robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf . We will continue to buy more while the multiple is this low.

More Soon.

[NetNet Capital @NetNetCap]

Shareholders,

Excited to announce Net Advance, the latest innovation from NetNet Capital Management.

Deposit, receive 40% of your principle in cash, come back 30 days later and take your initial deposit back.

Buy Now, Pay Never is now a reality.

https://t.co/4rS6npPOAh

[David Hoffman @TrustlessState]

The September $VVV Call 📺
Live on 𝕏 — Mon, Sept 28 · 3pm ET

This month in Venice:
- Record Daily Signups
- Record Daily Tokens
- Largest VVV burn
- Annual VVV emissions lowered 3M -> 2.5M

Join @JonShapeShift and I as we cover the month in Venice!

Monday!👇

[gekko.eth (🦇🔊)🎭 @gekko_eth]

Thursday's record burn from new subs at @AskVenice lasted exactly one day. Friday: $5,003 of $VVV burned, up from $4,625. Revenue from new subs $50,060, new signups 2,187. All three all-time highs 🔥

[Base Crypto Hub @basecryptohub]

@krugman87 $AAVE easily reaching 3k+ this cycle. Unmatched reputation, infinite TAM with the everything tokenization phase. So bullish it hurts.

[The Kobeissi Letter @KobeissiLetter]

We are officially witnessing the biggest wave of infrastructure investment in modern US history.

Total investment in data centers and AI infrastructure is projected to average 3.63% of US GDP per year from 2025 to 2032, the highest proportion among major infrastructure buildouts since the 1800s.

The previous largest investment, railroad infrastructure, represented 2.24% of GDP per year in 1870-1890.

This was followed by highway investment that averaged 1.13% of GDP in 1956-1973, while telecommunications and fiber infrastructure averaged 1.10% in 1996-2003.

By comparison, electrification stood at just 0.50% of GDP in 1905-1925, while canal investment accounted for 0.66% in 1836-1841.

This comes as AI and data-center infrastructure investment is projected to total ~$10.3 trillion between 2025 and 2032.

The AI buildout is the largest infrastructure investment in modern US history.

[tradfi news @tradfi]

*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION

*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS

*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES

*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS

*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT

[Polymarket @Polymarket]

JUST IN: Trump to launch a new government website, America.⁠gov, on Tuesday alongside Elon Musk & Jensen Huang at an all-day White House event focused heavily on AI.

[NetNet Capital @NetNetCap]

The NetNet Capital Management Treasury accounts for ~$14,000,000 of these onchain deposits not counting our own @Morpho blue market that has over $2M deposited in it.

More Soon.

[Hayden Adams 🦄 @haydenzadams]

Some bangers from the SEC today:

1) buybacks do not make a commodity token into a security

2) liquid staking tokens for commodities are not securities

https://t.co/kkRNqT3den

[iguanarchist 🦎🏴 @iguanarchist]

Go ahead. Unstake and sell your $vvv / $diem.

Autonomous agents will scoop it up and never sell. They literally live off of it.

[gekko.eth (🦇🔊)🎭 @gekko_eth]

Get ready lads 🤙🏻😎
base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

[G | Ethena @gdog97_]

Chapter II

[Speculative Asset Enjoyoor @imspeculating]

$NET ADVANCE

Sneak preview? Something's cooking..

[Viktor Bunin 🛡️🇺🇸 @ViktorBunin]

I'm sorry to be so direct but if you're prioritizing your career over having a family it's probably the stupidest decision you're making in your life right now. It's not even an either or question! You can have both! Just don't pick a career over having kids.

[Base Crypto Hub @basecryptohub]

Relentless $VVV

[gekko.eth (🦇🔊)🎭 @gekko_eth]

Thursday at @AskVenice: $4,625 of $VVV burned from new subs alone, an all-time high. The old mark was $4,621, set last Friday. 2,031 new signups on the day, also a record. Day total $266.6k in new-signup and credit revenue, $15,795 burned 🔥 https://t.co/VuPiu8AFeE

[gekko.eth (🦇🔊)🎭 @gekko_eth]

Thursday at @AskVenice: $4,625 of $VVV burned from new subs alone, an all-time high. The old mark was $4,621, set last Friday. 2,031 new signups on the day, also a record. Day total $266.6k in new-signup and credit revenue, $15,795 burned 🔥 https://t.co/VuPiu8AFeE

[Worza @worzadude]

Are you reading the writing on the wall yet? First BlackRock endorses AI + Blockchain rails for Agents. Now all eyes on $VVV

Coinbase is the on ramp for BlackRock to Crypto. American companies prioritising the American AI race.

Who is the only American company on Base, focusing on AI and Agentic use? That would be https://t.co/Zi3J7V8NF7

Now you know the play...

Don't be sidelined, this will be an unbelievable run up.

#AI #Blockchain #Agentic #American