Following up on my earlier @papertrade_xyz post @paperdao_xyz is worth a look too. It’s a DAO gearing up to launch on @daosdotworld The idea is to pool capital and farm $Paper from day one. Instead of everyone running their own positions, the DAO plans to put that capital to work across multiple trading strategies as soon as PaperTrade launches. They’re targeting the early window when the same dollar of losses earns you more $Paper. When the LP is at $2M or below, each $1 in losses earns 100 $Paper. That rate gradually decreases once the LP passes $2M, so the plan is to get in early and accumulate $Paper while emissions are highest. The $Paper farmed and staking rewards earned will go into the DAO treasury with trading profits and losses reflected there as well. $PULP represents a share of that treasury. Once $Paper becomes transferable, the plan is to allow holders to redeem their $PULP for a proportional share of the DAO’s $Paper holdings. For anyone interested in accumulating $Paper early but not keen on figuring out a strategy and managing positions themselves, this could be another way to play it

Built a @NetNetCap dashboard tracking treasury inflows, Program inflows, staking stats all in one place ~$27M has flowed into the treasury in the 81 days since launch 93.1% of the $NET supply is staked and 61% of staked NET sits in wallets that have held for 30+ days Dug into the numbers and found more diamond hands than I expected 🥅🥅

Built a dashboard to track the revenue meta Revenue trends + value flowing back to holders, all in one place - Projects covered: @HyperliquidX @Lighter_xyz @Aster_DEX @DeriveXYZ @Pumpfun @ponsdotfamily @LaunchOnSF @GraphiteProto @Uniswap @aeroxyz @Raydium @JupiterExchange @PancakeSwap @MeteoraAG @SkyEcosystem @maplefinance @chainlink @ether_fi @pendle_fi @GEODNET @rendernetwork @AskVenice @PhalaNetwork @shufflecom @Collector_Crypt @ORE

You guys are still hesitant to invest in a project with solid devs, $27M treasury and a valuation of just 1.7x NAV? See you at $2000 robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf @NetNetCap

just wanted to share this as ive found it genuinely useful and think theres an interesting asymmetry between whats being built and the attention its getting most ai products get more expensive as they grow - @tryharness is trying to make itself cheaper ai models and agents are multiplying but context is fragmented between all of them harness is an always on local intelligence layer that sees and remembers what you do then gives that context to whichever ai or agent needs it screenpipe is probably the clearest comp and validates the category - yc s26 building persistent local context for agents harness takes a different approach - browser first with no desktop app required and a privacy focused stack using local processing and venice for inference that matters for both privacy and accessibility - especially on work machines where installing desktop software can be restricted harness could become a layer across the ai stack - one persistent context layer connecting your computer memory, personal memory and whichever models and agents you use then theres the economic difference - and this is where harness gets really interesting most ai products have inference costs that rise with usage harness is building a treasury of productive compute assets like diem which when staked generates fresh venice api capacity every day users consume that inference and anything unused is sold through surplus with the proceeds buying more inference producing assets more usage - more revenue - bigger treasury - more owned inference - cheaper ai 100m harness unlocks resident and access to treasury generated inference so the same holding can become more useful as the treasury compounds current usage = around 2k mau, 400 to 700 wau and around 200 dau with usage up roughly 75% from previous month thats around 2000 different users a month - up to 700 a week - around 200 on a typical day dev @saltorious1 works at bankr with previous experience at coinbase / opensea / dinari sam altman recently described a future ai that continuously watches your screen and maintains the context of your life and work thats remarkably close to what harness is already building the bigger bet is that as models become increasingly interchangeable context becomes increasingly valuable harness wants to own the layer that knows you across those models while progressively owning the inference needed to power them

spent a lot of time exploring different chains looking for undervalued utility projects and Robinhood Chain has been no exception One thing that has always felt lacking on EVM is the experience around DLMMs and LPing. Compared to Meteora on Solana, both the core functionality and the overall UI/UX have often felt limited making the actual LP experience unnecessarily cumbersome But on Robinhood Chain I think there’s a project that could change that And I believe that project is @scopl_live

If SushiSwap wants to beat Uniswap it ultimately needs a strong runner that can outperform $FRONG The technology is there to provide the infrastructure that allows that runner to thrive. I dont think retail cares that much about technical or narrative categories like V4 or RWA themselves. At the end of the day, when price goes up, everything starts to look good. When price goes down, attention disappears just as quickly. Thats why I think SushiSwap is sitting on a genuinely strong opportunity right now. On Robinhood, much of the attention that had formed around @Uniswap faded after missteps and now VAMP is trying to capture that attention again. But from my perspective SushiSwap is slightly missing the point right now. The launch of is obviously important but that alone won’t be enough. What SushiSwap really needs is a runner that can unite the @SushiSwap + @bankrbot and pull the market attention toward it. And I think you guys @alexmccurryo @0xDeployer already know what that runner is. Robinhood didnt succeed simply because the product itself was good. It had $CashCat as a runner and CashCat was what pulled in attention and liquidity 🦩🦩🦩🦩

The Dot dashboard is now live, giving users an insight into our unique flywheel. Track Dot in public: Our new dashboard serves as an operating brief for the people building, using, and investing in Dot. Our July 24 snapshot: -703 free users across Dot -74 paid plans -$3,779 subscription MRR -11.89% of $DOT permanently burned -267 GitHub stars -107 Hugging Face downloads $3,779 is our subscription revenue floor, while direct credit purchases, API top-ups, and pay-as-you-go usage is additional. The dashboard uses aggregate platform, payment, developer, and token metrics. It never connects those metrics to prompts, outputs, conversations, or model activity. We look to provide our users with one clear view of Dot’s adoption, revenue, token alignment, open-source traction, and privacy architecture.