The Winklevoss twins are geniuses.
They made $CYPH and the moment before the ETF launched, they de-treasury-companied it, and turned it into a real business rather than a proxy for $ZEC exposure.
Timing is insane.
$AGI dip is launch-week buyers taking profit while btc spiked and rejected hard. the biggest sellers today bought sep 22-23 and sold into thin liquidity, and the big launch wallets didn't sell. paper hands clearing out.
chain doesn't lie
https://t.co/HZ3eXAKDEo
Clear to me that RH is entering an AI/Agentic season with the endorsement of their new social hub and legend
Im placing my bet with @agi1dotapp
CLANK trade is under the radar and the same team is also behind Ai16z (2.48b MC) and LLM (20m MC - Peak bear)
the biggest mistake many make is that they rush into trades only after they become obvious and consensus
that keeps you average
if you want to outperform, your job is to anticipate
find the trends, metas and narratives BEFORE the herd sees them
position early
then chill until the thesis plays out
you'll get some wrong
that's completely fine
but once or twice, you'll nail a kingmaker trade
and THAT trade can change everything
$NET cannot go to zero. The immutable core contracts set backing at $173 right now, including the RWA sleeve its over $210.
At these levels we are aggressively buying $NET . uncapped upside with a worse case 50% drawdown.
The treasury continues to climb, V3 RWBs turn off dilution, we have $1M in stables coming to the credit desk today which we will use to buy more $NET.
Overall, we've grown our treasury to nearly $26M in under 3 months, we have basically built all of 2021-22 DeFi in under 3 months, We've delivered brand new on-chain experiences including on no-loss lotteries, no-loss sportsbooks, an advance rebase desk, and more. We have the largest morpho blue market on RH chain, and we have not even released our bluechip (frontier) product yet.
We've also done all of this without any public acknowledgement of any kind from RobinHood yet. Worth mentioning.
A bet on $NET is a bet that our team will be able to grow the treasury past the pace of emissions. So far that bet has been correct, but it is clear that additional revenue streams outside of bonds are required for the next leg up.
I am betting that we can deliver.
2020 - institutions were told crypto would change the world. VCs put $33B into crypto, more than all prior years combined. the money went into seed and private rounds. prices fell and the funds were left holding the bag.
2024 - spot BTC ETF went live in january and pulled in $56B of net inflows by march 2026. institutional money went to BTC and AI. the rest of crypto saw little of it.
2026 - crypto is replacing traditional finance from the bottom up. institutions are still dismissing it. they got burnt last cycle and are slow to return.
this leaves opportunity in liquid markets for those still active. memes were fun, but institutions were never going to bid them. coins that are looking to replace traditional finance will receive the bid. revenue and users give a fund something to model.
you have a chance to front run the institutional bid.
I don't think anyone understands how many different applications this tech has.
Apart from the no-loss lottery and no-loss sportsbook, Al Dunlap is already working on 'free' inference (which is a HUGE application).
And some other ideas of what's possible with this technology:
> pay for your DoorDash order with the yield, so you basically eat for free
> a "free" streaming or subscription plan where your deposit covers Netflix, Spotify and your gym membership every month
> a "free" phone bill, car payment or rent buydown once the deposit is big enough
> a yield-backed credit card where your interest pays the statement
and much more.
Every one of these is the same primitive: keep your principal, spend the yield.
@NetNetCap is writing history.
(🥅,🥅)
robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf is one of the most complex and undervalued coins on the market
@CoinMarketCap & @coingecko needs 6 tags for it and they still miss the sportsbook, the prediction market and the credit desk, all feeding one treasury
You're watching the foundation being laid, most ppl will only notice once the building is up
@NetNetCap (🥅,🥅)