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NetNet Capital
@NetNetCap
Reserve Manager for $NET on Robinhood Chain. Play Games with Stocks -
9 Following    19.9K Followers
The elegance of the NetNet protocol continues with inverse bonds which allow you to redeem your NET from the treasury for 98.5% of NAV ($162.91) and burns the NET. To date, we’ve seen 9,582 NET burned (6.27% of total supply), and users have redeemed a total of $1.54m resulting in the NAV increasing due to redemption value being slightly lower than NAV. Inverse bond capacity per epoc is 1% of the total liquid USDG maintained at a 30/70 split between the liquid USDG and yield bearing Morpho vault. If the market price (currently $160.82) falls below NAV, it’s arbitraged typically to within 5% of NAV because of the 5% buy tax. We saw market efficiency arbitrage a single 2,208 NET $346k ($156.52 per NET) market sell last night which brought the market price back right in line with NAV as of this morning. The treasury (ownership revoked and immutable) still sits at $24.9m in USDG. NET is essentially a stablecoin with only upside while staking rewards remain at zero. NetNet is battle-tested new financial art.
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@NetNetCap is building @Pumpfun style layer for ai generated games > 10 types of games supported currently > each game gets its own token > bonding curve → grad to liquidity pool > rewards are off-chain first. on-chain claims later > achievements, titles, characters, cosmetics, upgrades are included > gear is losable i also generated 4 games with npm create netforge@latest, passed the official bot playtest, and launched it locally: 1. CRYPTWICK - co-op dungeon crawl. WIСK token Playtest: 58 kills, 4 waves, earn rules fired twice 2. TORQUEBAY - kart racer. TORQ token Playtest: hot-lap earn rules fired twice 3. COGSPIRE - tower defense. COG token Playtest: 14 kills, 3/3 genre checks 4. INKWRIT - card battler. INK token Playtest: 2/2 genre checks, progress 100%. wanna see other 6 game types?
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@NetNetCap Built over the weekend on Net Forge. This is a game changer for how fast we can make our ideas playable.
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 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 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.
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The market is still trying to label @NetNetCap as a single vertical. In reality, it is a masterclass in economic engineering: ​Pump. fun + Axie Infinity Infinity + $RWA + Berkshire/Olympus = $NET ​Here is how the 4 engines interconnect: ​🚀 1. The Launchpad ( mechanic): Net Forge lets anyone generate playable games via AI prompts or 10 full genre templates, launching native bonding curve tokens (EMBER,VOLT) capped at 10M units. ​🎮 2. Consumer Play & Retention (Axie 2.0): WebGPU & three.js multiplayer titles live on browser/X via Strategic Gaming Reserve (Tabletop Racers, Beat The Traffic). Gameplay rewards protected by sustainable reserve jars, not hyperinflation. ​🏛️ 3. Real-World Assets & Credit (Wall Street rails): ~$30M verified treasury backed by tokenized equities ( $NVDA, $AAPL, $MSFT , $SPCX, $GOOGL) and $USDG. $3.2M+ deposited in @Morpho credit markets to borrow stablecoins against stock tokens. ​⚙️ 4. The Algorithmic Holding Company (Berkshire / POL): • Below NAV: The standing bid systematically buys back and burns supply on-chain (3,847+ NET burned forever). • At 2x NAV: The premium sales desk harvests stablecoins into reserves (+$647K USDG swept). • All game micro-economies and swap fees route straight into wsNET. ​Viral speculative distribution anchored by a productive, hard balance sheet. Ecosystem $NET 🥅 🥅 🥅 🥅 @coinsinkstudio @NetNetIntel @TenTenCap ​(🥅,🥅) $NET cc @vladtenev @fern @RobinhoodApp @cryptogle @RobinhoodCrypto @RobinHubHB
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Shareholders, Phase 1 of the Net Forge public release is now live. The complete game engine is open source and live on npm. 16 packages published straight from a public repo with npm provenance. What is in it: - the game engine (three.js, WebGPU with a WebGL2 fallback) - the shared simulation that runs the same in the browser and on the server - an asset library of 530 CC0 models and sounds across six art styles - a runtime for card, idle, tower and collector games It also ships the 10 templates every Net Forge game starts from: survivor co-op, arena shooter, tower defense, dungeon crawl, idle, platformer, card battler, monster collector, kart racer and party game. Each one is a complete game you can read, change and run. Developers can start today. Clone the repo, build it, and any template plays on your own machine with a local game server and play money. Fork a template, change the rules, swap the art style, and see it running in a few minutes. What comes next: the Kit, which connects a game to its token, store and rewards, goes out once the game contracts are live. Until then everything here runs with play money, while we fine tune the studio for the public launch. If you build something on it, show us. Issues and pull requests are open on the repo. More Soon.
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6 games live now on the Strategic Gaming Reserve, including 9 different circuits for Tabletop Racers. See you in the arena.
Everything NetNet builds is designed to grow two key metrics: backing per $NET and USDG per $NET. Every product feeds the same flywheel: Real World Bonds: proceeds flow into tokenized stocks NetNet Credit: Morpho-powered USDG lending against stock tokens and wsNET Loopback: unlock liquidity by borrowing against staked NET NET LONG: leveraged trading using wsNET as margin, with every fee buying and burning NET NET ADVANCE: 5% of every close flows directly to the treasury Predict & THE BOOK: prediction and sports markets generating fees used to buy NET RW-Play: 15 live cabinets paying out in COIN, SPCX and MSFT, with roughly $1.9M in play so far. This isn’t a collection of disconnected products. It’s an entire ecosystem engineered to compound value into one asset. ONE TOKEN. 20 REVENUE ENGINES. ONE DESTINATION: THE TREASURY.
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There is currently over $3,200,000 deposited into the NetNet Credit Desk, allowing users to borrow against their Stock Tokens. Built on @Morpho
Robinhood Stock Tokens are live on Morpho Users can now use Stock Tokens as collateral to borrow stablecoins. Any app can integrate credit markets for Stock Tokens, with Morpho as the credit network and Robinhood Chain by @RobinhoodCrypto as the tokenization infrastructure.
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Put your $NET to use at the Strategic Game Reserve. Earn RWAs, NFTs, and NetNet tokens by competing in our skill-based games. See you in the arena.
just an fyi - robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf price rn is *below backing* - which makes no sense I feel like the @NetNetCap resurgence is gonna blow people's minds
Shareholders, I've never been more bullish on the future of NetNet Capital Management. RW-Play is the Meta.
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Conviction that RW-Play is the Next Meta has only grown. More on this soon.
Shareholders, We at NetNet Capital Management are confident that RW-Play is the Next Meta. Tokenized RWAs are growing rapidly, but no one is building to the future of what they can and should be capable of. No one, except for us. More soon, Al
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time to pick up some $NET 👀 gonna keep it simple. $NET is a reserve-backed rebase token with a growing treasury and real products around it. current price is around $178 while the treasury holds ~$163 in backing for every $NET. 90%+ of supply is staked, and the treasury is already above $29M. they keep shipping games, prediction markets, NET LONG and NetCorp beta. activity feeds the treasury and buybacks while the market still treats this like some random ponzi price got smoked due to some FUD but the team has addressed the concerns most are fading instead of looking at what’s actually in front of them. i'm bidding CA: 0xca9c78dd337a67f6e0077f65f5e9218719d30edf
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the best positions for RH chain season 2 are the cults that survived the chop. $NET has been one of the loudest communities on my timeline so far. and with price moving higher, they’re only gona get louder👀
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🚨BREAKING robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf NEWS: 21 OF THE LAST 21 @NETNETCAP BOND EPOCHS SOLD OUT IN 1 HOUR AND 32 MINUTES🚨 THIS MEANS THAT THERE IS EXTREMELY MASSIVE DEMAND FOR THE NET TOKEN
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New in netstack v0.5.0, a read-only research skill for @NetNetCap: • NetLong: open interest, revenue and $LOSE • Bonds: epoch sales and sellout times • InverseBond: pricing, capacity and burns • PremiumSeller: sales and treasury receipts More soon.
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The gaming revolution is here
Today we're standing up XBOX LABS ( Here is the note that I sent to the team: Team, The first video games emerged some 75 years ago. In the time since, there have been booms and busts, but every year there are more great games to play, more devices to play them, and best of all, more people than ever playing. That growth helped make XBOX what it is today, and we've helped shape the industry in return, from bringing hard drives to consoles and online gaming through Xbox Live to Game Pass and cloud gaming, alongside franchises that have brought millions of people together. In recent weeks, we've seen games rapidly decompiled and rebuilt to run on hardware they were never originally designed to support. Windows PC builds have been translated to run on Apple Silicon or ported to run inside a browser through WebAssembly and WebGPU, the latter now approaching 90% global browser support. Perhaps more surprisingly, we've seen many of the biggest games in the world have been remixed into the source code of another. These experiments challenge long-held assumptions about our industry: the tether between software and hardware, the boundary between creation and play, and how people discover and experience games. While it is hard to predict the future of gaming, it is easy to see the possibilities in making great games easier to access, giving old games new life and allowing more players to become creators and co-creators. These are unmistakably good outcomes for players, even when (and sometimes because) they challenge our existing business models. To explore these possibilities, I’ve asked Scott to stand-up XBOX LABS, a small group of game makers, engineers and scientists whose job is to turn emerging ideas into things our players and developers can experience. We'll build in the open, learn from what people do, and measure success by whether more people are playing and creating. I think XBOX has an important role to play here. Coding became the first major workload for agents because they can write, run, and test software. Games share many of those same properties, and people spend more than 72 billion hours a year playing XBOX games, roughly five times the estimated time spent writing code worldwide. We've spent 25 years learning how to make great games, and I want our game makers to help shape what these new technologies make possible. As we learn, we’ll share the tools we build with developers across the industry, just as we always have. Our priorities aren't changing. We remain committed to the 4Cs, to making great games, to our hardware and to being responsible stewards of IP and the communities built around it. LABS gives us a way to explore new technology that is game design led without abandoning the work already underway. Asha
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Shareholders, The NetNet Capital Management Treasury has exceeded a value of $29,000,000. Almost 90 days in, and we've delivered over 20 unique on-chain experiences, all with the sole goal of driving revenue to our treasury. The next 90 days to be far better than the former. More Soon.
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