@Capsman_Corp
Account based inSwitzerland
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- Account based in
- Switzerland
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:)
Joined May 2020
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Robinhood closed HOOD Summit saying the next part is DeFi
On their chain only Uniswap pools and an escrow contract hold more stock tokens than @NetNetCap, it's the #1 lender in the biggest USDG vault, $26M treasury and an MMORPG demo Thursday
robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf (🥅,🥅)
Mission complete 🪐
Thanks for joining us for HOOD Summit. We hope you enjoy everything we shipped.
See you out there.
rbnhd.co/HOODSummit2026
Capsman retweeted
Shareholders,
Week 3 of the NFL slate is in the books, we just opened up week 4 for no-loss wagering.
THE BOOK has seen 250 NET wagered through the first full week of action.
More Soon.
$NET is the HIGHEST earning project on the Robinhood chain.
Let that sink in.
NetNet Capital's treasury grows $500k-$750k per day while in a very low volume season.
Treasury sits now above $26,000,000.
It's also the top holder on the Robinhood chain of stocks like:
$NVDA
$SPCX
$GOOGL
$AAPL
Numbers don't lie.
It is the most undervalued coin on the chain, with the best setup.
The MMORPG game that's coming will probably 2-3x these revenue numbers and kickstart a whole gamefi season on Robinhood with NetNet leading the way.
I honestly believe with my whole heart, there's no better dip to buy on RH than the $NET dip.
(🥅,🥅)
Capsman retweeted
Shareholders,
The NetNet Capital Management Treasury has reached a value of $26,000,000.
We've also bought 1400 robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf over the last 14 hours.
More Soon.
Capsman retweeted
The new @NetNetCap V3 Bond program now has a Sleeve of NET maintained for Bond purchasers.
The RWA Sleeve assets are used as collateral for a USDG borrow on the credit desk, and then NET is purchased at spot pricing. 5% goes back into the loop from the normal spot fee.
Token goes up and no new NET is minted for dilution.
Shareholders,
The V3 of the Real World Bond Desk is now live. The newest version transforms RWB's to be completely non-dilutive to $NET.
Because our core contracts are immutable, adding new bond types + assets used to be an inflationary process.
Not anymore.
Capsman retweeted
Premium markets just became easier to trade.
Previously, coins on the bonding curve could only be traded through prm.market.
Premium’s bonding-curve routing is now integrated with major trading terminals.
You can discover and trade supported Premium launches directly from the terminals you already use, even before graduation.
Capsman retweeted
$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 $NET is a bet that our team will be able to grow the treasury past the pace of emissions. So far that bet has been correct, but it is clear that additional revenue streams outside of bonds are required for the next leg up.
I am betting that we can deliver.
One of the biggest revenue generators on Robinhood is @NetNetCap ($NET).
They've had a higher weekly revenue than:
- the Robinhood chain
- Uniswap
- Raydium
- Pons
and many more companies
All while being in a very low volume season.
Once the MMORPG game goes live, I expect these revenue numbers to 2-3x, and turn everyone's heads.
Some people were fudding the project because of the dilution, which is actively being worked on by the dev with new initiatives like the non-diluting bonds and $NET lock and burn mechanisms in all recent products.
Robinhood will have it's next big liquidity inflow, and I'm 100% sure $NET will trade higher when that happens.
Generational entry here imo.
(I've been buying a lot at these prices)
(🥅,🥅)
Capsman retweeted
Pas encore pris le temps de faire l'update mais je sais exactement quel sera mon prochain big bet (et c'est pas du perpdex pour une fois mdr).
Peut-être le next GENERATIONAL TRADE.
Le genre de move où potentiellement tout le monde se dit après coup "c'était tellement évident".
Pas grand chose à faire pour le moment, restez branchés le pavelard sera pondu en temps et en heure.
Capsman retweeted
Reminder.. $TIG is still a sub $30m valuation
Now..
Go look at this years news, developments and AMAs around @tigfoundation
Next..
Take the time to understand the total addressable market for algorithmic breakthroughs.. optimisation.. efficiency.. routing.. scheduling.. AI.. logistics.. research..
Basically every system on earth that gets better when the underlying algorithm improves
Then..
Come back to the current $TIG valuation
You're welcome 🍻
$TIG
Some updates from robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf dev today👀
Again my thesis is that Robinhood knows very well about @NetNetCap , their $25M treasury (#1 holder on RH), mini-games, no-risk casino, prediction market, upcoming MMORPG etc. and it's all 'stress test' before wider adoption from smaller to larger scale (hence their NDA)
Their AMA is right after the Robinhood summit, not sure if we gonna hear more about it but I'd speculate that there will be some engagement from @vladtenev / RH team that will send it hard in the coming weeks
Staying delusional bull and accumulating robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf from staking 🫡
P.S. People like to bet on:
- active and based founders
- revenue + buy backs
- mystery/speculation
- community
(🥅,🥅) has all of the above & more!
my robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf bag feel like it discovered gravity in September
Meanwhile @NetNetCap's treasury crossed $25M, backing is ~$216 a NET and Thursday dev is running AMA to show MMORPG demo and cover "all things net"
Time to escape velocity? (🥅,🥅)
Capsman retweeted
V3 issues bonds from existing RWA sleeve inventory, it then uses the assets it receives from those bonds and lends them out in our credit desk, borrows more USDG, and buy more NET to re-issue.
Our old inflationary process is now a deflationary one, with each bond causing a direct market purchase of $NET.
Our first batch of V3 bonds is now live.
More Soon.
Capsman retweeted
Shareholders,
The V3 of the Real World Bond Desk is now live. The newest version transforms RWB's to be completely non-dilutive to $NET.
Because our core contracts are immutable, adding new bond types + assets used to be an inflationary process.
Not anymore.
Capsman retweeted
Shareholders,
The NetNet Credit Desk is now offering ~40% APY to lend your USDG. All rewards are in stables. This is by far the best return on Stables not just on @RobinhoodCrypto , but all of crypto.
We need depositors so we can borrow more USDG to buy more $NET.
More Soon.
Capsman retweeted
Shareholders,
The NetNet Capital Management Treasury has eclipsed a value of $25,000,000. NetNet opened on July 17 with $0, and last week the Treasury took in ~$540,000 a day.
RW-PLAY has taken more than $1M in wagers, and the newest desks are busy. THE BOOK wrote 188 bets in its first week. Predict traded $141,000 through two series. NET ADVANCE paid $383,000 to 196 wallets in three days.
We are just getting started.
More Soon.