I think $NET 100x's from here.
Likely that they will be the number one holder of Tradfi stocks on robinhood chain and Robinhood interact with them.
Not seen a team execute like this.
Haven't called anything in a while - so may be rusty, but this is good.
Love all the $NET hype but haven’t seen anyone touch on an important aspect of this project.
The @NetNetCap dev, Al Dunlap, has an 8+ year track record of building in crypto, including a role as a core developer at Dapper Labs, where he helped build the first version of NBA Top Shot.
NBA Top Shot…
I’m not sure who remembers Top Shot in early 2021, but I had friends who never touched crypto before or since who were obsessed with it. The project raised $305m in private funding and went on to generate over $1B in volume, with a user base largely comprised of non-crypto normies.
It was one of the few projects in this space to reach escape velocity beyond crypto, and one of the few to generate meaningful revenue outside of traditional trading fees.
Our space is largely a circle jerk of the same liquidity flowing in and out of the same projects through increasingly accelerated cycles. It’s becoming clear that to reach a valuation >$1b today, a project needs to find a way to capture liquidity from outside of crypto.
Al Dunlap is one of the few developers with experience doing exactly that.
In his @MCGLive interview, he alluded to having distribution channels and partners ready to help push the project forward once he feels it’s ready. He’s also had ongoing communication with the Robinhood team, who have provided some level of consultation on the project and, according to Dunlap, directly told him that @NetNetCap is one of the only projects moving in the right direction regarding RWA innovation.
Right now, we’re still in the testing phase, with Dunlap fine-tuning the platform before bringing on additional partners and pushing it beyond our space.
I love the product so far, and with each new feature and game, I can see the platform becoming increasingly marketable to a non-crypto audience.
Given Dunlap’s experience at Dapper Labs, I’m confident he has the means to push this well beyond our little bubble when the time comes.
And that ultimately means something important for $NET holders: non-crypto liquidity flowing through the treasury and back to $NET holders (see staking and treasury mechanics).
🔵 FIRST CALL: $NET (NetNet Capital) 🔵
https://t.co/9BFc4Spa0Q
Welcome to the channel. First call, and we're starting with one we've been tracking closely.
What is NetNet?
NetNet Capital ($NET) is building what the dev calls "RW-Play": gamified products that introduce people to equities. Instead of winning cash, players win stocks like Nvidia or Tesla. The flagship product, WinNET, is a no-loss lottery. Deposits generate yield, yield funds the prize pot, principal stays intact.
Current snapshot (from the official dashboard):
📊 Circulating Market Cap: $2,814,879
💎 Fully Diluted: $29,948,103
🪙 Supply: 50,566 NET (88.4% staked)
👥 Holders: ~2,500
💰 On-chain RFV: 1,926,372 USDG backing the token
🎰 WinNET pool: ~$179K deposited, paying out ~$2.5K/day in prizes
Reserve composition:
🟢 Cash reserves (USDG): $730,114 (37.9%)
🟢 Yield deployment via Morpho: $1,174,650 (61.0%)
🟡 Protocol-owned liquidity: $21,607 (1.1%)
Nearly 2 in 3 reserve dollars are deployed and earning yield, and the reserve is fully on-chain and verifiable. There's also an RWA sleeve held by the team on top of the on-chain figure.
Why we're watching:
🔹 The dev (Al Dunlap, early NBA Topshot involvement) has reportedly visited Robinhood HQ twice in the past two weeks. Nothing confirmed yet, but the RW-Play thesis lines up closely with Robinhood's own chain ambitions.
🔹 Two external teams with existing distribution are said to be integrating NetNet's Turbo product, potentially launching soon.
🔹 Treasury has been compounding steadily, the clearest on-chain signal that the products are generating real revenue.
🔹 More product launches in the pipeline from the core dev and outside teams.
The bull case in one line: a token trading at a $2.8M circulating cap with $1.9M of verifiable on-chain reserves behind it, real revenue, and potential major-platform catalysts ahead is very early if the thesis plays out.
The honest caveat: Robinhood integration is speculation, not an announcement. Size accordingly.
🔗 Links:
🌐 App: https://t.co/uTKRHcytQh
💬 Telegram: https://t.co/7QYVdiQDtW
📄 CA: 0xCA9c78Dd337A67F6e0077F65F5E9218719d30eDf
🙏 Big thanks to @chjokka (https://t.co/0DRno19pW9) for the initial introduction and info on this one.
⚠️ Not financial advice. Micro-cap tokens are extremely volatile and you can lose everything. Always DYOR and only risk what you can afford to lose.
I do most of my trading in the shadows but seeing as everything is hot, and people have been asking me for it;
NFA - DYOR - ALL OF THAT
Xchain Public Telegram Calls: https://t.co/TjcpcIe5Qu
“A quick update on our RW-Play Ecosystem before we release what we think will be our biggest game to date”
If you’re not yet in $NET, wtf are you doing?
Tokenised stocks will be the main narrative this cycle.
Robinhood chain is where it will happen.
@NetNetCap is already #1 holder of SPCX
#3 of NVDA (very soon number 1)
Top 5 holder of APPL GOOG
Soon top holder of each tokenised stock and biggest volume mover in the Robinhood ecosystem.
I'm not selling any $NET until Robinhood or Vlad shows the love they deserve. (which is inevitable at this point)
Any target that you have in mind, 10x that.
Index is the best onboarding vehicle we have since safemoon and memecoins
Robinhood sells stocks to retail.
$Index gives users passive stock ETF exposure on-chain with zero effort.
Robinhood supplies the stocks to Index, then directs its clients there.
More volume on Index drives fees, which funds more stock purchases from Robinhood.
At the same time, Robinhood is onboarding users to its blockchain and launching a simple utility RWA pair — while feeding the underlying stocks into the exact protocol it’s pushing to its base 🔄🔄
Everything is lining up, do not midcurve it
$Index is positioned to become the largest purchaser of tokenized stocks across crypto.
Robinhood is positioned to be the first major issuer.
@TheIndexFi & @RobinhoodCrypto are two sides of the same coin
Goblins are taking over your feed because ChatGPT likes goblins and hundreds of millions of people talk to ChatGPT every day
The models are training the humans, not the other way around
Understand?