Shareholders, For the last few weeks we have been building Net Forge, and this week it went from a private project to something any developer, or any AI agent, can pick up and use. Here is what that means and why we think it matters. More and more games start as a sentence typed to an AI coding agent. "Make me a co-op survivors game." "Add multiplayer to my three.js scene." The agent picks the tools, writes the code and runs it. So the engine an agent reaches for decides what a lot of people end up building with. Most game engines were made for people clicking around an editor. Agents can't do that. They work best with code they can read, a typed API they can't misuse, and a way to test what they wrote without a human playing it. Multiplayer makes this harder still, because the server and the browser have to agree on every frame. Net Forge is built for that from the ground up: - One game simulation runs the same in the browser and on the server, so multiplayer works from the first line - A three.js renderer on WebGPU, with a WebGL2 fallback - Each game's rules live in one typed file an agent can read and safely change - Playtest bots play the game for you, so an agent can check its own work - 530 CC0 models and sounds across six art styles, so nothing ships as grey boxes - Ten complete templates to start from: survivors-like co-op, arena shooter, tower defense, dungeon crawler, idle, platformer, card battler, monster collector, kart racer and party game What shipped publicly: - 19 open-source packages on npm published straight from a public repo with npm provenance - npm create netforge@latest, which turns any template into a running game in about a minute - An MCP server and a CLI setup command, so Claude, Cursor and other coding agents can drive the engine directly - Full docs at forge.netnet.capital, written so both people and AI models can read them, with guides for the questions developers actually ask - A GitHub template repo for every game, so you can start one with a single click - Playable demos of the templates on itch.io Everything public runs with play money. No wallet, no chain, no sign-up. Why this matters for NetNet: the next step is the Kit, which connects a game to its own token, an in-game store and player rewards. When it goes live, anyone who builds on Net Forge will be able to launch a game with an economy attached in one flow. Each game token will trade against wsNET, so every game that launches adds a new market built on NetNet. The open engine comes first. The more developers and agents building on it, the more games there are to launch when the Kit arrives. If you build something, show us. Issues and pull requests are open.

Shareholders, I've never been more bullish on the future of NetNet Capital Management. RW-Play is the Meta.

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

We’ve bought ~$1,000,000 of robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf in the last 5 days

Shareholders, In the last week we’ve released: - NetNet Predict: a novel vault based prediction market - The Book: A no-loss SportsBook - Net Advance: Free Money - Strategic Partnership with @OlympusDAO and @ponsdotfamily All while the Treasury has grown over $3.5M More Soon

Yes were coming for everything

Shareholders, The NetNet Capital Management Treasury has achieved a value of more than $24,000,000. Since our inception in Mid-July, we’ve relentlessly driven this ship in one direction, Up. The plan remains the same. RW-Play is the next Meta, NetNet will absorb all on-chain value, and we will deliver endless upside for our shareholders. More Soon.

Shareholders, THE BOOK's first market is officially graded. $40,000 was just paid out to winners who risked nothing to place their wagers. The entire week 3 slate is now live on our Play Site. With 20 Rebases to Kickoff, you can freely wager ~10% of your initial deposit. A $10,000 Deposit earns you a free $1,000 bet, and you can withdraw your entire deposit once the game settles. linktr.ee/netnetcap

(🥅,🥅)

Net World Order

Shareholders, For the first time ever, you can now place no-loss sports bets via THE BOOK, our newest Game Desk. The Book is the first ever sports betting platform where your deposit is never at risk. With The Book, We are flipping the prediction market industry on its head. play.netnet.capital

Shareholders, The NetNet Capital Management Treasury has zoomed to a level of more than $17,000,000. We've achieved this milestone in under 60 days. The NetNet Credit Desk has nearly $2,000,000 being lent out, and USDG lenders are earning over 20% on their capital. We will continue to showcase what is possible on-chain, and will never settle for the bare minimum. More Soon.

Shareholders, $NET is our first product. Every desk, every cabinet and every bond we have shipped exists to move two numbers, backing per NET and USDG per NET. Starting today, we are putting the Manager's own balance sheet behind those numbers. NetNet will keep a standing bid for NET at 2x NAV. The NET we buy goes into the Real World Bonds desk as inventory which closes the loop. Real World Bonds fund the treasury by via bought NET instead of minted NET, the fund keeps buying equities with no new supply behind it, so backing per token rises on every fill. We are bidding at 2x because we know where are headed. More Soon.