Updating my mind

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[Updating my mind @Updatinggg]

@mount_ai 👌

[Mount @mount_ai]

$MOUNT: The Economic Layer around @mount_ai

Launching on Robinhood Chain.

Mount is building security and insurance infrastructure for companies deploying AI agents in production. Its native token will launch on Robinhood Chain and add an onchain economic layer around that business, tied to real usage, real customers and real revenue rather than artificial emissions.

Companies will still be able to use Mount through traditional payment methods. Using the token, however, can unlock preferential pricing on eligible services, giving customers a practical reason to participate in the ecosystem without making crypto mandatory for enterprise adoption.

The second pillar is revenue. The proposed model allocates 35% of Mount revenue to open-market token purchases. A significant portion of the tokens acquired through this mechanism can then be burned. The logic is simple: more customers generate more revenue, more revenue creates more buybacks, and those buybacks can progressively reduce circulating supply.

This only becomes meaningful if the underlying Mount business generates real revenue. The token does not replace the business. It depends on it.

The third pillar is Mount Network, a distribution layer around Mount and its customers. Mount can publish opportunities for partners, founders, consultants or community members to bring qualified companies into the ecosystem. Rewards are not tied to simple leads or spam, but to measurable business outcomes such as verified revenue generated from a successful introduction.

The same infrastructure can also be used by Mount customers. A company could publish an opportunity asking the network to introduce a qualified enterprise customer. If that introduction turns into real business, the referrer receives a reward. This allows the network to keep generating activity even when Mount itself is not running acquisition campaigns.

Companies contributing meaningful activity can also receive ecosystem benefits such as service credits, lower platform fees, token rewards or preferential access to certain Mount services. The objective is to reward economic contribution rather than passive participation.

The referral model remains strictly single-level. If Person A brings Company B, A may receive a reward for that specific business. If Company B later brings Company C, B receives the reward and A receives nothing. There are no downlines, recruitment commissions or multi-level incentives.

Rewards should not rely on unlimited issuance. At launch, incentives can come from a predefined Ecosystem / Growth allocation within a fixed supply. As Mount grows, tokens acquired through buybacks can progressively help support the reward economy, reducing dependence on the initial allocation over time.

The full loop is straightforward. More companies deploy AI agents, more companies need Mount, Mount generates more revenue, 35% of that revenue is allocated to token purchases, and part of those tokens can be burned.

At the same time, more customers create more opportunities inside Mount Network, more introductions generate more business, and more activity flows through the ecosystem.

The core idea is simple: Mount secures the agent economy, Mount Network helps distribute it, and the token powers the economic layer between both.

[Mount @mount_ai]

NetNet is a good example of how quickly onchain financial infrastructure can evolve. The protocol is already moving beyond simply accumulating reserves, exploring RWAs, tokenized equities, games and different ways to generate activity and revenue around its treasury. All of this is being built on Robinhood Chain, an ecosystem that is itself working to bring traditional finance, tokenized assets and crypto closer together.

That’s where things become particularly interesting. Robinhood is already moving toward a more agentic financial system, where AI agents could gradually gain access to the same financial tools humans use. This isn’t about claiming that NetNet uses AI agents today, but about looking at what this convergence could mean tomorrow. As applications built on Robinhood Chain become more autonomous, agents will likely begin interacting with wallets, smart contracts, tokenized assets and financial strategies.

Once an agent can act on real capital, a mistake is no longer just a bad AI output. A misconfigured permission, manipulation, compromised integration or wrong decision can directly become a transaction, and therefore a real financial loss.

That’s precisely the shift we’re watching at Mount. Onchain finance can evolve and attract capital extremely quickly. If agents begin gaining autonomy within that infrastructure, their security cannot be added as an afterthought. We need to understand what they can do, restrict what they shouldn’t be able to do and insure the risk that remains.

Agentic finance could evolve even faster. Security and risk infrastructure will have to evolve at the same pace.

[Updating my mind @Updatinggg]

Short-term weakness in $NET doesn’t really change the reason this model is interesting. Price can fall while the protocol itself keeps moving forward. sNET continues to accrue for stakers, activity can keep generating fees for the treasury, treasury assets can produce yield, bonds can expand the protocol’s balance sheet, and new products can add entirely new sources of income over time.

That’s the part worth separating from the chart. The idea was never to create something that only makes sense during an uptrend. The real objective is to build more and more economic activity beneath the token so that the ecosystem becomes less dependent on pure speculation.

That also changes the way people can participate. You don’t necessarily need to trade every move or spend your entire day looking for entries and exits. Capital can be deployed into the system, staked, compounded and exposed to whatever value the protocol manages to create over time. Of course, none of that removes risk or guarantees returns, but the appeal is that the system can keep working in the background while the holder focuses on other things.

Early emissions are part of that bootstrapping phase. They help attract participation while the treasury grows, productive assets are accumulated, yield starts being generated and additional business lines can be developed around the protocol. So periods like this matter more than periods where everything is simply going up. This is when you begin to see whether there is actually something beneath the token.

Looking only at $NET, the obvious observation is that price is lower. Looking at NetNet more broadly, the protocol is still accumulating infrastructure, treasury assets, staking participation and potential revenue sources regardless of what the chart is doing today.

The same applies when looking at Robinhood Chain. We’re still at the beginning of that ecosystem. The broader push toward tokenized assets, onchain financial markets and wider access to ownership could make Robinhood Chain a much more important financial network over the next several years.

If that happens, the projects building treasury systems, staking mechanisms and RWA infrastructure there today are entering that market at a very early stage. That’s the horizon that matters to me: years of compounding, treasury growth, product development, new revenue sources and broader adoption across Robinhood Chain.

There will be strong moves in both directions before any of that plays out, but the ecosystem is still being built. Far too early to judge the full picture from the current chart.

[chjokka @chjokka]

$NET is probably the most oversold coins on the market right now.

Any of these catalysts happen and it'll shoot straight back to ATH.

Stake and chill.

This will trade way higher somewhere later this bull-market.

[Updating my mind @Updatinggg]

@VittoStack @CoinbaseDev this is amazing!

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@0xMarkus1337 @gondorfi @Polymarket gm

[Updating my mind @Updatinggg]

@PayAINetwork hey

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@TweetByGerald @slabcash gm