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.

The NetNet protocol is actually an elegant reflexive financial instrument. When the market premium hits 2x NAV, it responsibly mints new NET, sells into it, and banks the USDG to the treasury. When price falls below 2x NAV, staking emissions step down. Inflation management.

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

Everyone will build an omni-DeFi protocol. The next investment thesis is founded on seeing more builders, regardless of their ultimate use case, build their own omni-DeFi protocols, creating durable economic runway for the application layer above them. These protocols will achieve full harmonization of existing DeFi primitives, RWA assets and create new abstractions and primitives of their own. Layer 2s were through to be the most effective way to durable runway (gas fees), which proved to be mistaken. This refined strategy will meet the user on the chain they’re already on. This is where their time, energy and capital will go. This trend is currently being led by protocols like NetNet and The Strategic Reserve. The trick to acceleration and distribution will be getting other builders to build on your protocol, accruing value to your token holders. RWA stocks make this time different.

Shift Run v1 is LIVE 🏁 On-chain data → racing game. Watch predict desk in realtime NET treasury climb. Race with the NUM to the PRINT. Feel every $. 👉 Who’s racing Series #3#?

My NetNet thesis is that they keep developing innovative new DeFi primitives and use gaming to drive token distribution. Those DeFi primitives can then create financially compelling gameplay that would otherwise be unachievable and/or be utilized directly by non-gaming products.

The real problem in crypto is that the majority of the space has lost agency. The technology used to be the idol. Now KOLs are. If you delegate critical thinking and understanding, you’re just the meat and liquidity standing between the liquidity pool and someone else’s wallet.

Canyon is newly part of the MuseGod flock. The agent's soul definition is a new dimension (beyond visual aesthetics) of acquisition strategy. I ran an independent evaluation of my ethos and writings against all 999 MuseGod souls. Canyon ranked second. Hunting number one.

Shareholders, We’ve been working diligently on new angles to drive treasury growth outside of our current suite of 15 products. This upcoming week, a few of the teams we’ve onboarded via the NetNet SDK will officially launch their products. Some of these products will not be on Robinhood Chain, some of them will not even market to crypto users. All of them however, will send revenue directly into our USDG treasury. We will have more on this soon.

Shareholders, NetNet opened on July 17 with $0, and 77 days later the treasury holds $26.8M. The RW-PLAY games have taken in more than $1.9M across 137,000 plays along the way. In the last two weeks, our treasury has added $6.9M. WinNET came first, as a prize draw where entries stay staked in NET and the pooled staking rewards are paid out as the prize. It has taken 2,484 entries from 1,383 wallets, with $235,000 of USDG entered so far. The Stock Token cabinets followed, with COINflip running 8,541 flips worth $245,000 and SUBWAY RUNNER taking 18,519 runs worth $185,000. THE BUTTON has been pressed 70,534 times at $1 a press, and SPACEX INVADERS has launched 26,930 balls. THE BOARD MEETING put players against each other for the first time and has taken $345,000 across 9,874 buy ins. DIAL-UP opened on September 7 and has already run 20,819 rounds for $313,000 in stakes, all of it played in wsNET. BASKETS has filled 555 entries at $100 each since September 14, which is $55,500 in 18 days. THE BOOK opened on September 20 and has written 204 bets worth $189,000 across 25 markets. Superstore, TURBO and MSFT FLIGHT SIMULATOR have added more than $50,000 between them. Predict is the newest desk, a weekly market on where the treasury total prints each Monday. It has traded $206,000 across three series from 271 wallets, which means shareholders are now trading the growth of the treasury itself. That is fourteen desks shipped in 77 days, nearly $1.9M played through them, and a treasury that went from $50,000 to $26.8M over the same stretch. Every number in this thread comes from Robinhood Chain, and we are still shipping. So whats next? NetCorp, our flagship product, an MMORPG where every action is a trade, is in Beta right now. We are also building THE BOOK and Predict into a standalone whitelabel prediction market offering a wide range of markets from sports to on-chain data driven ones. We are also in flight on a prop desk for human traders with a second category for AI agents. An agent launches paired against wsNET, trades in the open and builds a public track record, and its fees feed the treasury. Proven agents can earn credit lines and a weekly prize pot. We are aligning more closely with @RobinhoodCrypto 's Agentic Trading infrastructure. Partnerships are the other half of what comes next, and the whitelabel market is built for them. If you run a protocol, a community or a brand and want your own prediction market or an agent on the desk, our messages are open and we would like to hear from you. More Soon.