Bullish sentiment for all of our current positions. They all look very ready and all are still in ranging phases no expansion candles happened yet. $HOOKR + $WTH + $HYDX. $NET bottom seems confirmed, a good long term for me so not looking at daily price action or chart anymore, whatever happens on it happens but they have built 1 of a kind project that imo rd 2 of RH sends it. Another play I added you guys should look into is $LOTS (did TG post), but a unique launchpad (will write details soon).
A $29M treasury, a token down 90% from its high, and games that pay you in stocks. Most people see a dead chart. We see something we've watched play out before. @NetNetCap
how to read the $NET letter in plain english.
what net is built on: a treasury of stock tokens and real world assets that backs every NET, with a bid under the price. bonds bring money in, the desks earn, and none of that changes. core net is the same.
what they just added: net forge. anyone can build a game and launch its economy on top of net. every game launches priced in wsNET and graduates into a wsNET pool with the LP burned. that makes NET the base pair for all of them, and @NetNetCap earns a cut of every one.
why it matters: the yield shut off because the premium closed, as designed. this is where new demand comes from. virtuals did this with agents. NET is doing it with games, on a token with a floor. read that again.
why it's not the end: it's an expansion, not a pivot. everything already built keeps running. this is the next step, and knowing this team, not the last one.
what it needs: players. in a low liquidity market that's the whole bet. in a better one, this is what pushes it forward.
https://t.co/jWmyKhwtef
I think you're reading this backwards.
desperation looks like a new token, higher emissions, a floor you can't fund, or dropping your core product for a trend. robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf did none of that. they let the yield shut off like the docs said it would, kept the buyback bid honest, and kept building.
evolution looks like building the next thing on what already works. $0 to a ~$25m treasury since july 17. 15 games with ~$1.9m through them. desks earning. now a platform where anyone can build on top of all of it.
comparing that to a 2 week old https://t.co/6pZzd7xaXV coin isn't a view on the product. it's a view on the chart. different brand of builder.
low liquidity market, especially on robinhood. that's everything right now. doesn't make the next move desperate. it makes it the next move.
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The amount of posts I see right now against @Pumpfun is amazing.
You ask yourself why you can't make any money with memes anymore?
Why you don't understand the game anymore?
Why has everything changed?
Why is it so manipulated?
This post below is the truth, so where do you begin?
Boycott their Marketing, who are there Marketing?
The KOLs printing daily green PNL's each day, that have bots on bots, that send charts to zero.
Start by fudding the crap out of them.
Take down their Marketing Foundation = Takedown Pumpfun -> move back to original memes that once ran by great efforts.
Introducing $pLOVE, the new Premium market inspired by The Lovesac Company ($LOVE).
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The AI giants are handing out equity now.
@elonmusk is airdropping a @SpaceX share to every kid in America and @AnthropicAI pledged 20% to the public.
@vladtenev hopped in saying ownership should start early with @TrumpAccounts.
We break down why RWPlay fits in perfectly with this macro picture as it presents a novel way to introduce the next generation equity exposure through things they already like doing, like playing a game.
Why robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf is positioned to run away with this narrative 👇
Why Elon Just Kickstarted Robinhood Season 2! NETNET Positioned To 100x!
We break down why the people building AI are suddenly handing out equity, what Elon says about public markets punishing long-term bets, and why giving everyone a stake also gets everyone rooting for speed.
Then we bring it back to @RobinhoodCrypto, where stock tokens give the rest of us our own way to distribute ownership. We revisit the RWPlay thesis we first covered with Al Dunlap of @NetNetCap: games that pay out tokenized stocks instead of cash. We walk through NET's three revenue streams, a treasury now worth $29 million and growing about $181,000 a day, a token trading at its net asset value after a 90% drawdown, and the first uptick in Robinhood Chain volume after weeks of contraction.
What stands out to us this week is that ownership is becoming the product. Elon, Anthropic and @RobinhoodApp are all landing on the same idea from different directions: if AI is going to reshape the economy, the safest move is to give people a piece of it. Once someone holds the asset, their whole outlook changes, and that is the same psychology we watch play out with every holder base in crypto.
That is why we think RWPlay as a real shot at picking up momentum at proving that tokenized stocks onchain can create novel distribution opportunities that further the reach and access big companies have to the public. We do not have billions in shares to airdrop, but onchain we can tie real ownership to things people already love doing, like playing games. It reminds us of @AxieInfinity's earliest days, when 30 people on a leaderboard knew something the rest of the world did not. Sentiment is washed, NET sits at its NAV, and that is exactly the kind of quiet setup where we would rather be early than chase the next 5x candle.
YouTube 🔗 https://t.co/GfR8Ej43mY
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Alpha of the Week: @NetNetCap
NetNet built a treasury worth more than $29M in less than 90 days.
Now its games, trading desks and credit markets are earning revenue on Robinhood Chain.
Players, traders and borrowers are paying to use NetNet's apps. NetNet routes those fees into NET backing or token buybacks.
- Fifteen games have taken in about $1.9M of play, giving NetNet an operating footprint beyond its bond desks.
- NET LONG lets traders use wsNET as margin to take leveraged positions. Every USDG fee buys and burns NET.
- NetNet Credit lends USDG against wsNET and stock tokens through a curated Morpho vault, with the Sleeve earning the curator's share.
- The Sleeve holds $4.04M in NVDA, SPCX, GOOGL and AAPL stock tokens, adding stock exposure to NetNet's balance sheet.
Bonds helped build the treasury. NetNet is deploying that foundation into products that charge fees when users play, trade or borrow.
NET LONG is buying and burning NET each time it collects a USDG fee.