51.66% APY to lend USDG on $NET credit atm 👀
Obviously variable so not sure how long it'll last but very juicy
Some alpha
TLDR: cabinet kit launching soon, think builder codes but for games
Builders can monetize games, NET takes a cut
More revenue -> treasury grows -> flywheel accelerates
Opportune timing with all the mods happening in the gaming industry atm (see xbox labs)
$NET
“Our thesis has never been that the bonds run forever. It was that a treasury of this size, in yield bearing dollars and Stock Tokens on Robinhood Chain, could run desks that earn.”
Bonds have previously meant that a significant amount of robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf buying pressure doesn’t get shown on the chart
Now that they’ve contributed towards the $29m in the treasury in under 3 months, this is beginning to change
We’ll start seeing more buy pressure from larger buyers that want to ape, who previously used bonds to accumulate
Now pair that with a proven floor at NET backing / 1x NAV where bonds are not offered + inverse bonds are available
You’ve got a monster with capped downside, and uncapped upside.
Imagine this additional buy pressure on the $NET chart every 8 hours..
It’s going to get silly
NET is not even 3 months old and it already has an ecosystem being built within Robinhood Chain
It feels like a chain in its own right
The below game is built on $NET rails, and is community built, rather than built by the NetNet team itself
Pair this with NetCorp MMO in development, ~15 arcade-style games/launches already built, Web2 stuff in the works
As well as rumours of RH app integrations/grants + partnerships with various distribution channels
We’re seeing the early signs of a monster blue chip in the making at $25m FDV currently
RW-Play already has caught the attention of head of Robinhood DeFi @fern
HIGHER.
We built a street fight and we need you to break it.
SHIFTRUN: Turf War: open playtest, free, no access code. Play, post your score, tell us what to fix.
netnetintel.com/turfwar-demo
Robinhood is sponsoring $NET's involvement in a conference later this year
Al Dunlap is also "discussing potential RH involvement in:
- distribution into main apps
- more engagement with what NetNet is building to help bring attention
- overall improvements to RH on-chain strategy (a rising tide lifts all boats)"
Pair this with the Vlad's post today saying builders who showed up to the chain early will be supported
I am continuing to add to my position at these levels
Mainly because I've spent a lot of time finding alpha that's not readily available to most which just adds to my conviction, a lot of asymmetry
Expecting volume to flow back to the chain and Net to continue solidifying its blue chip status
More soon.
Hmm head of DeFi for robinhood just followed $NET
Co-founded proof of play, no wonder he's interested in the RW-Play thesis
Meanwhile there are rumors of a Robinhood NetNet integration..
what mean
Every fee the desk earns buys $NET and burns it
While using staked net as the underlying capital that gains yield while you trade
Quite an innovative DeFi primitive that benefits the token
Also some alpha: Al Dunlap has hinted at an airdrop of some kind for using Net Long
Previously NFTs have been dropped to early users of Net’s new launches, some worth $1k +
More soon.
Shareholders,
NET LONG is officially live.
Long anything on Robinhood Chain with wsNET as margin. Your margin keeps rebasing while the position is open. Every fee the desk earns buys $NET and burns it.
Good Luck, Don't $LOSE
linktr.ee/netnetcap
USDG bonds just sold out almost immediately wtaf
Clearly demand there, when the market stops correcting this goes on a monster run imo
$NET
RIP to the whale who full clip market sold his 436 robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf bag yesterday
Your sacrifice is greatly appreciated
The NetCorp MMO is going to be a club penguin esqe UI
It's basically a lobby for the deeper $NET universe
There will be more talk about this on MCG next week
You'll be able to bet on professional players to win and get rev share
$NET
Al Dunlap has announced multichain is in the works for $NET to attract more volumes
"Let's say 90% of RWA volume starts happening on another chain, we have to be there"
I'm speculating on ETH
More soon.
Holy shit
You can loot fractionised shares in the NetCorp MMO
Your equity doubles as your character's strength and health, so the position you carry into the world is the same thing that keeps you alive in it
$NET
This is an early dungeon in the game -> a 3 man raid with a tank, a dps, and a healer
In order to join the dungeon you'll have to risk 20% of the equity you've accumulated at that point, and when succeed you'll double what you put in
If you wipe you'll lose what you risked and have to start again
$NET
$NET up there with nvidia and ethereum
















