RT @shawmakesmagic: The world is about to experience what blockchain has been going through for the last decade
Instead of draining the to…
Scott retweeted
A market call is easy to post and easy to forget. Potions keeps the whole story in view. Brew an agent for live markets on Solana, follow the facts behind its signals and see where each call stands 1 hour and 24 hours later. You choose the rules, inspect what triggered the signal and practise with no real money. Over time, you have a record of how your ideas held up.
The lab opens 21 october at 17:00 UTC. 🧪
Scott retweeted
Shareholders,
NET trades at about $170 against $163.62 of onchain backing per NET, a premium of three percent, with the inverse bond bidding under it at $161.19.
For the first time since genesis the price and the number behind it are the same.
From zero
NetNet opened on July 17 with $0. 87 days later, the Treasury holds $24.53M and the Sleeve holds ~$4M of Stock Tokens and positions.
How we get paid
There is no team allocation of NET, no salary drawn from the Treasury, and no share of the tax. Management is paid through pTEAM, our pToken in the tradition of pOHM. It is an option to mint NET at a strike of one USDG, against a cap of 15 percent of circulating supply. Every term is immutable and disclosed in full on the Management Compensation page of our docs, under pTEAM options. Every exercise is logged as an event on the contract, and the figures below are read from those events.
What we did with it
We exercised 13,320 NET of pTEAM in 192 clips between July 24 and September 28. That comes to about nine percent of supply. Of the NET we minted, 10,270 went into the Real World Bond desks as inventory. Those desks sold it to bonders for $5.13 million of USDG and remitted $680,000 in fees to the Treasury. The rest bought Stock Tokens, which is where most of the Sleeve came from. Another 550 NET seeded the Asset Bond Desk and 250 NET seeded the Superstore.
Real World Bonds are no longer inflationary, we now use NET we purchased at market to fill the bond desks.
The remaining 2,250 NET was used to fund our operation. We take nothing from the tax and nothing from the Treasury. We need to hire and grow the operation to set ourselves up for the next 900 days and beyond.
What we bought
The Sleeve has bought about 5,770 NET on the open market since August, through Rialto and Uniswap, and staked most of it. At no point has it sold NET into the pool. The protocol has been a buyer too, because the inverse bond has taken 22 fills, retiring almost 200 NET for about $31,000.
Why we are bullish
No single wallet on Robinhood Chain holds more NVDA, SPCX, GOOGL or AAPL Stock Tokens than the Sleeve. Those Stock Tokens are worth $4.04M.
None of what follows existed in July, and all of it was built inside the same 87 days. Fifteen games, fourteen RW-PLAY cabinets plus WinNET, have taken in about $1.9 million of play, and NetCorp, the flagship, is in Beta.
NET LONG went live this week: long any listed token with leverage, wsNET as margin, every USDG fee buying and burning NET.
Predict grades the Treasury number every Monday and its fees buy NET, while THE BOOK writes sports markets in wsNET.
NET ADVANCE has 288 locks open and $294,000 receivable, with five percent of every close going to the Treasury.
NetNet Credit lends USDG against wsNET and Stock Tokens through a Morpho vault we curate, and the Sleeve earns the curator's share. All of them charge a fee, and every fee ends as NET backing or NET burned.
The onus is on us
Bonds built this balance sheet, and at NAV the bond engine idles. Inflows ran about $250,000 a day last week against $320,000 the week before, and we are not going to dress that up. 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.
We are confident we can deliver.
Scott retweeted
Every critique of $NET is “it’s OHM rehashed with a flywheel in an attempt to make it sustainable”, except making an OHM sustainable by funding the loop with something other than new buyers IS the innovation.
The treasury grew. The multiple died. Both can be true while the thesis is still the thesis. The 25x premium after peak Robinhoodchain froth was never sustainable. 2-5x premium provided the NAV and treasury grows is sustainable, and future expectations can and will still result in high premiums.
2 weeks ago, i got heavily ratio’d by the robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf founder when i said this could be a hero or zero token
the reply was tbh very well written. 60k views, hundreds of interactions, and almost made me want to buy back in
we were at $400. we’re now at $173, the exact level mentioned in his reply
not trying to brag or take shots at him here, but i can’t help thinking about all the people who probably read that reply and went:
“insane tech” “look at the backing” “can’t go wrong”
without understanding a single thing about the project or how it actually works
and that’s what makes me uncomfortable tbh. we’ve reached a point on CT where we’re normalizing ponzinomics disguised as DeFi innovations, and beginners are buying into them because someone wrote a convincing 300 line thesis
never marry a bag, a project or a founder. anyway, i sincerely hope they manage to come back from this
i’m not happy seeing people lose money, regardless of whether i was right or wrong
Scott retweeted
I'm beyond impressed by what @NetNetCap is building.
This will be the Axie Infinity / DeFi Kingdoms moment of this cycle.
NetCorp will be incredible for the price of $NET, and its treasury.
Every weapon, every upgrade, every item in every shop is a market buy under the hood. (constant buy pressure)
And instead of people playing a game and earning the in-game token that they can sell (like at Axie and Defi Kingdoms), people will earn tokenized stocks that they can sell. (no sell pressure from in-game earnings)
This might become a real income-source for A LOT of people.
With the dilution 'problem' actively being worked on, and this game launching soon, I can see $NET become one of the projects that will bounce hardest during the next Robinhood liquidity inflow.
Conviction.
(🥅,🥅)
Scott retweeted
Game preview was dropped in the telegram🔥
"Early recording of Dungeons in the game. Its 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 pont, and when succeed you'll double what you put in. If you wipe you'll lose what you risked and have to start again. This is a loot-less dungeon, its specifically tied to a quest and meant to he pretty simple."
Questions and answers about the game in the telegram, partnerships coming 👀
$Net 💎
🥅,🥅
PONS x NET?
NetNet quoting “Nothing but net” back at PONS has me wondering if there’s more going on here.
Treasury position? Integration? PONS entering the NetNet ecosystem? Something else cooking behind the scenes?
Could be nothing. Could be a breadcrumb.
FrontierResearch is watching.
Blue Chip is still trying to remember the password to log into their computer.
Tom proposes NETSTREAM:
Don’t spend your NET.
Spend what your NET produces.
Al says it sent him down a “dark dark path” and NETSTREAM is about to be nuts.
There’s also that call with Visa’s crypto team.
Not saying there’s a NET card coming…
All speculation. No idea where this goes.
But Al apparently never sleeps, so I’m not betting against him.
Tom’s original post:
xitter.cf/tomismeta/status/21023…
MCFA.
Pay with Netstream.
Inspired by The Book from @NetNetCap, there’s an opportunity to build a new payment primitive and infrastructure that uses future yield to pay for goods and services.
Imagine locking 0.1 $NET to pay for inference at $10 a month (OpenCode Go as a reference). Instead of spending the asset, you spend the yield it produces. Your principal remains intact.
The Book already introduces this primitive for sports betting. You lock your $NET until the bet settles and only put the accrued yield at risk.
This could be larger than betting.
Payment primitives have stagnated. Yes, the technical mechanisms and rails have been iterated on and improved, but fundamentally we still spend money we have or money we borrow.
Netstream would introduce another model: spending future yield. Programmable future money.
We would now have cash, credit and stream.
$NET just announced the Olympus + Origami partnership.
Then Al casually drops in Telegram:
“ngl i just set up a call w/ crypto folks at visa”
No thread. No teaser. Just drops that into chat and keeps moving.
Blue Chip members are reminded to keep their heart monitors charged. Olympus + Origami was already pushing recommended limits. The Visa comment has triggered several alerts.
Frontier Medical is standing by.
Al keeps grinding.
More Soon™
MCFA.
A lot of alpha dropped in chat today for $NET.
Predict is expanding with more markets coming, and they’re already talking to other RH Chain teams about building prediction markets for them.
Book is going full degen: jackpots, more gamification, potentially even betting future rebases.
Then tie all of that into the lending desk so positions can potentially be borrowed against.
LP comes back after BookVault/OrderVault audits.
MMORPG: “soon.”
And somehow buried in all of that Al casually confirmed Brass is the “crème de la crème of the crème.”
Feels like the pieces are starting to connect: Book, Predict, lending, RWA sleeve, NFTs and games all feeding the same ecosystem.
Treasury go brrr.
MCFA
Scott retweeted
Netnet Capital team is flexing metrics and talking about successful launch of Subway Runner...
Meanwhile, 2 vibecoders literally drained their entire mechanic and became the #1 and #2 top holders.
Here is the breakdown directly from one of the guys who farmed them:
🧵👇
"First decent cook of the bull run (if we’re even in one). Spent the last few months trying to get good at on-chain analytics, so hadn't been actively cooking.
Two nights ago, I'm watching the feed and notice everyone sending $10 clips to this
CA: 0x8154e35166f21305adac82f95b54de8acd44d23a.
Instantly smelled pure degen activity. Hit up the group chat, did some digging - turns out it’s a Subway Surfers / Chrome dino style runner game by NetNet.
Their shitcoin was sitting at a $90M cap at the time, so I figured if their token is holding that kind of valuation, there’s definitely meat on the bone.
Normally, their games are pure casino trash: deposit cash, pray to RNGesus, or get rekt. But why not test it? Played a run manually and noticed that at the end of each game there was a draw. Checked their TG and reverse-engineered the contract - turns out there’s an N% chance to win an NFT from their collection.
Their previous official collection had crazy volume and peaked hard, so my degen senses started tingling: this was a hidden gem.
Literally 15 minutes later, they pause the game. Perfect timing - gave us room to prep.
By that point, I had already captured the WSS traffic and requests. Their game logic was using a basic commit-reveal scheme:
courseCommit = keccak256(serverSecret)
seed = keccak256(serverSecret ++ playerSalt ++ runId)
Meaning: right at game start, the server literally sent us the secret, allowing us to compute the seed and reconstruct the entire track in advance.
The game loop: 3 lanes, 30 coins, 3600 ticks to finish (60 seconds). You dodge obstacles while longing/shorting NVDA. 3 hits = you lose the full $10. Complete a flawless run = you collect all coins to refund your stake and it only burns ~$0.20 in fees, giving you an almost free roll at the NFT lottery.
In the era of AI and vibecoding, this was child's play. My boy XXX and I started spinning up bots in parallel. Ended up deploying his script since he coded it faster.
We simulated runs, got a 100% win rate, set up a websocket listener for when the contract unpauses, and went to bed.
Woke up at 6 AM, and literally 30 seconds later the game goes live. We spun up the bots - 5 minutes in, we already bagged our first NFT.
Then came the scaling phase. At first, the team didn't give a single fuck - no Cloudflare, no rate limiting, not even a basic 429. We ran 10 wallets simultaneously. After a few hours, they finally threw in a primitive 429, and that was it. No bot protection, no captcha, nothing.
They didn’t even enforce single-session checks per wallet, so we were running multiple concurrent instances on the exact same address (literally impossible to do manually).
The bots printed flawlessly. At one point, our load was crashing live games for actual manual players, forcing the team to repeatedly pause the game to fix lag. Every time they brought it back up, we resumed blasting.
Total mint size was 1,060 NFTs. We scooped over 20% of the entire supply.
Then came the funny part: the collection had zero secondary volume. Time for a little social engineering. We hopped into their TG playing dumb, gently nudging the admins: 'Hey guys, might want to tweet that the game is live and apply for OpenSea verification!'
The final tally:
* Total capital spent on fees/burns: ~$1,700
* Total NFTs pulled: ~50–60 pieces (friends got a similar bag)
* PnL: Dumped most of the floor tier into bids today at $200–$300 a pop, still holding some.
Nothing crazy for a real bull run, but an easy 5-figure profit for a couple of hours of vibecoding."
Scott retweeted
This is the kind of alpha people scroll past… then realize 3 months later they should’ve paid attention. NetNet $Net
The grading table that just dropped is WAY more important than it looks.
If this is implemented as shown, Token ID isn’t just cosmetic rarity.
It directly affects performance.
Here’s the breakdown 👇
AAA — IDs #1–10
→ 1.85x combat multiplier
→ +85% stats
→ Brass / Finish 3
→ “Prime Institutional Tier”
AA — #11–50
→ 1.65x
→ +65% stats
→ Senior Institutional Tier
A — #51–100
→ 1.50x
→ +50% stats
→ Institutional Tier
Now it gets interesting.
BBB — #101–500
→ 1.36x
→ +36% stats
→ Investment Grade
BB — #501–999
→ 1.24x
→ +24% stats
→ Growth Grade
B — #1,000–2,499
→ 1.14x
→ +14% stats
→ Speculative Grade
→ Steel / Finish 2 / FLARE HOLO
And then the curve starts flipping negative:
CCC — #2,500–4,999
→ 1.05x
→ +5%
CC — #5,000–9,999
→ 0.98x
→ -2% penalty
C — #10,000–19,999
→ 0.92x
→ -8% penalty
D / PAPER — #20,000+
→ 0.86x
→ -14% penalty
Read that again.
The difference between an AAA and a D isn’t a slightly nicer trait.
It’s 1.85x vs 0.86x.
That means the top IDs potentially have more than 2x the effective combat multiplier of the lowest tier.
And IMO that changes how you should think about the entire collection.
Most NFT/token rarity systems make scarcity visual:
Rare background.
Rare skin.
Rare animation.
Rare metadata.
This appears to make scarcity functional.
Low IDs → stronger stats.
Low IDs → superior finish.
Low IDs → higher classification.
Low IDs → potentially greater gameplay/economic utility.
That creates an actual hierarchy instead of an arbitrary rarity spreadsheet.
But here’s the part I think people are underestimating:
There are only…
10 AAA
40 AA
50 A
That’s just 100 tokens in the top 3 institutional classifications.
And only 500 total qualify as BBB or better.
If demand ever forms around competitive gameplay, status, collecting, lending, guilds, tournaments, or optimized loadouts…
the market may not price Token #73 the same way it prices Token #7,300.
Not even remotely.
Because now the token ID itself potentially becomes part of the asset’s fundamental value.
The “bond rating” terminology is also interesting:
AAA
AA
A
BBB
BB
B
CCC
CC
C
D
That’s not accidental design language.
They’re effectively communicating a credit-quality style hierarchy where supply gets progressively larger as quality declines.
Top of the pyramid = tiny supply + massive stat boost.
Bottom = abundant supply + actual performance penalty.
That is a very different game-theory setup than “10,000 PFPs with randomized traits.”
The biggest question now:
How much of this multiplier ultimately translates into measurable in-game advantage and economic output?
Because if the answer is “a lot”…
people hunting floors instead of IDs may be looking at the wrong metric entirely.
I’d be watching:
→ Sub-100 IDs
→ Sub-500 IDs
→ The #1,000 cutoff
→ Any mispriced tokens sitting just above/below grade boundaries
→ Whether premium finishes carry additional utility
→ Whether these bonuses stack with weapons/gear/other modifiers
→ Whether competitive modes normalize stats or preserve them
Because if stats are NOT normalized…
Token ID just became a competitive stat.
And if that’s true, the market hasn’t even begun doing the math.
Bookmark this table.
I have a feeling we’re going to be coming back to it. 👀🔥
Scott retweeted
Shareholders,
A winNET participant will win $10,000 Tonight. 1,001 people have already joined our no-loss lottery.
winNET is creating new winners every single day.
More Soon.
Scott retweeted
With this hmm cat runup and with dev back on top after his many many derailments I don’t see how @wirebotRH doesn’t reprice here.
@ponsdotfamily needs a utility runner, and this is basically the only non vapour project they have.
Scott retweeted
Why $wire is the best on @X
From all competitors 🚀🚀🚀
The era of collecting wallet addresses, running sketchy Google Forms, and manually sending prizes is over.
For years, giveaway hosts on X have lived in the same broken loop: post a giveaway, beg people to drop addresses or Discord handles, then spend hours filtering bots, picking winners, and praying the transfer goes through without drama. The result? Low-quality engagement, endless disputes, and a process that feels more like unpaid labor than growth.
- Cwallet
One of the oldest crypto tipping and airdrop bots. It works, and it has history. But it still requires participants to have (or create) a Cwallet account. The experience feels like 2021: retweet to claim, hope the bot processes it, and deal with an external wallet layer. Functional, but far from seamless.
- bankrbot
Interesting timeline airdrops and leaderboard rewards. The catch? Most of the powerful features are locked behind Bankr Club membership. Great if you’re already deep in that ecosystem. Not great if you want something open and immediate for any audience.
- winwithpickr
Excellent at one thing: verifiable, on-chain random selection with Solana-anchored proofs. Clean, transparent, and fully in-thread. But it only *picks* winners. You still have to deliver the prize yourself. It’s a high-quality raffle tool, not a full distribution engine.
- Toren
Strong on provable fairness and multi-platform (X + YouTube). Solid bot filtering and transparency pages. Again, it’s a selection tool. The actual value transfer still sits with the host.
- Circleboom
Professional-grade winner picker powered by official X Enterprise API access. Excellent for clean participant lists and bot filtering. Trusted by many brands. Still only handles the “who won” part. The money movement is your problem.
Why @wirebotRH Is in a Different Category
Wirebot doesn’t just pick winners. It selects and pays them automatically** — on-chain, into wallets already tied to their X handles, with no address collection and no claim forms.
Key advantages that no competitor currently matches:
1. True end-to-end automation**
One command. “Drop $50 of $WIRE to the first 20 replies” or “to the most active engagers this week.” The bot handles selection *and* the transfer. Winners get funds directly. Done.
2. X-native identity
Wallets are generated and linked to X accounts. Recipients don’t need to paste addresses, fill forms, or leave the platform. This single feature kills the biggest friction (and biggest bot attack surface) in traditional giveaways.
3. Beyond pure crypto
Wirebot lives on Robinhood Chain. It can distribute tokenized stocks, ETFs, index baskets, USDG, ETH, and community tokens. No other X bot offers this mix of real-world assets and crypto.
4. Advanced targeting that actually rewards real engagement
First-to-reply races reward bots and people staring at the timeline. Wirebot can target “most active engagers” based on replies + retweets over a chosen window. This is how you reward actual supporters instead of speed demons.
5. Non-custodial by design
Users control their own keys. The bot executes, but it doesn’t hold. Exportable private keys. Transparent on-chain activity via Blockscout links.
6. The timeline becomes the interface
Everything happens in public. Commands, confirmations, drops, and claims live in the feed. This turns giveaways into visible, high-signal events rather than private spreadsheets.
When creators and projects can reward their real audience in public, with one command, without operational overhead, the quality of engagement on X changes. Bots get filtered by design. Fast fingers stop winning. Actual supporters get paid. And the host spends zero time on logistics.
$wire
the only tool that fully automates selection + on-chain payout** while keeping everything native to X and opening the door to tokenized real-world assets, there is currently one clear leader
