The biggest edge is being a genuine person
In a world where connections can land you bigger deals, gatekept alpha, more opportunities; Being around the right people is a 100x outperformance chance to make it
Being a dickhead and acting cold, burning bridges because of pride, is the easiest way to dig yourself a grave
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AL Dunlap left MCG with a few final words on $NET(🥅,🥅)
Despite the price action, Dunlap remains bullish on the project and believes it’s still in its earliest days...
“Those who have theses and don’t let the short-term PA affect their theses, those are the ones who do really well in the end.”
"Just buy a sh*t ton of NET right now"
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Today on MCG
$NET |
@NetNetCap
NetNet Capital is the Reserve Manager for $NET on Robinhood Chain
Highlights:
01:11 - AL Dunlap welcomed
02:18 - Core thesis on chain RWAs
04:14 - Full confidence in Robinhood Chain
06:08 - Guiding principle treasury growth
08:23 - Premium down from 23x to 1.4x NAV
09:19 - Treasury bought over $1M of NET
12:37 - Over 5000 NET bought back
13:25 - New bond flow non inflationary
16:37 - Token sinks over burns
17:43 - NetNet Advance explained
19:21 - Almost $500K advanced
20:21 - The Book no loss sportsbook
23:03 - Every bet buys NET
25:47 - Net Long launching later today
26:15 - Long anything with 10x leverage
26:49 - Margin grows so liquidation drops
29:36 - Netcorp teased
36:36 - Team Updates
37:20 - Words for the community
40:00 - Final Thoughts
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remember that any changes made to the algorithm take weeks for the full picture to come into effect!
for now, the all-time Callout Rewards leaderboard will continue to reflect past algorithms until the most recent changes catch up over time
every piece of feedback on the timeline (no matter how critical!) plays a key role in the evolution of the algorithm
the journey to the most rewarding app on Earth continues.
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so the head of product and Defi at RH followed the biggest Defi protocol on Robinhood Chain and its at 3Mish Circ, 33M FDV with a 28M+ treasury and the largest holder of onchain equities
ok
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paper stakers have made 15M in 3 hours LOL
heard lots of good feedback about callout rewards yesterday
major changes coming.
We're rolling out a few big changes to the Callout Rewards program over the coming days, starting with today's payout. Here's what to expect:
- Callouts on lowcap tokens will be nerfed. We want callouts to incentivize larger wealth effects that affect more people, rather than only benefiting a small group of sophisticated traders
- Volume will cease to be the main attributer for rewards. The focus will be on what matters most: whether the people that trusted your callout were able to make money or not.
Going forward, your goal should be to lead your followers to victory, otherwise your chances of consistently earning are SIGNIFICANTLY lower.
Win as a team —> win as an individual.
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the most important rule in crypto:
it's not about how much you make, it's about how much you keep
one mental model I like to use is your portfolio low in the next bear market should be higher than the previous bear market. This is how you compound your portfolio
each cycle your portfolio low should continue to rise. If it isnt then you have serious leakage somewhere in your trading.
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IF YOU DIDN'T ZERO OUT, YOU'RE A WINNER.
Recently, we introduced Custom Pairs, allowing you to launch coins paired with tokenized stocks, whitelisted coins, etc.
Now, you can pair new tokens with ANY coin that was launched on pump fun
Less PVP, more PVE. Learn more 👇
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We never fail to nuke every single Token2049 😭😭🤣
what are you supposed to hold if every runner gets vamped by a guy who typed two more prompts into claude than the last one
The $CLAUS thesis is simple:
It's an agent whose job is the contract itself. Claus lives in an upgradeable Uniswap v4 hook, so he can add, combine or rip out mechanics on the same token, same address, while you keep holding.
In the ~3 days since launch it's shipped buyback and burn, auto liquidity, a London weather fee switch, 300 fee-sharing NFTs (about $11k paid to holders on day one), a prediction market and a ZK privacy buy. He added an arbitrage hook and pulled it six hours later. Every change goes in a public journal, and the recent entries are written onchain from his wallet.
You can watch him research community ideas live at Compare that to last cycle's "autonomous agents" that were a dev posting from their drafts folder larping as AI.
We sent "AI" coins to billions on a hint of novelty, and most were a chatbot with a ticker. Models are now far cheaper and far better, and v4 hooks give an agent something real to operate: the coin's own mechanics.
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In the past 24 hours, over 140,000 Pumpfun users collectively benefitted from:
- $730,000 in Holder Rewards
- $330,000 in Callout Rewards
- $3,400,000 in Creator Fees
In time, Pumpfun will vastly outperform the social media industry in user payouts & rewards
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just paid my rent with pumpfun callout rewards
another all time high hit!
last week, we had the most number of trades ever placed on the Pumpfun app
and a surprisingly high percentage of those were made by new users
I wonder what this looks like on the next leg up.
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long xyz ecosystem marketcap is around $250mn
I expect a 10x to $2.5bn by Q2 2027
Driven by continued RH chain growth, mainstream adoption of memestocks and general explosion of RWA tokenization
LONG
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no one works harder than a nigga with $12 all in on a meme
did Pumpfun pay out $15,000,000 to the right traders?
we announced Callout Rewards 2 months ago as part of our vision to make Pumpfun the most rewarding trading platform.
however, Callout Rewards V1 inadvertently rewarded the wrong behavior, which led to low quality spam & a reluctance to produce quality content
we later updated the reward algorithm to favor quality over quantity, meaning the more you callout each day, the more diminished your returns are, similarly to other social media platforms
I'm confident that we're heading in the right direction with each iteration, but as with any incentive program as lucrative as this, there's a lot of work we need to do to incentivize quality content that's scalable to the masses.
so far, we've rewarded everyone from the biggest accounts to accounts with <10 followers. no favoritism, no preferential treatment. completely equal opportunities for all.
the alpha is this: focus on calling out good tokens > traders begin to trust your callouts > they trade based on your confluence > you get rewarded for volume attributed to your callout
spamming callouts will not work. dumping on followers will not work.
the best time to start was 2 months ago. the next best time is now.
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