Today on MCG
$NET |
@NetNetCap
Key Highlights include:
01:15 – Founder's background: Dapper Labs, NBA Top Shot, market making through FTX era
06:06 –
@NetNetCap explained: rebasing token backed by a real treasury
09:53 – The bond mechanism: discounted NET, vesting, and why it feeds the treasury
14:02 – Staking, emissions, and why the token "can't go to zero"
17:00 – Real World Bonds: buying SpaceX stock straight into the treasury
21:38 – The RWA-play thesis: why holding isn't enough, you have to gamify it
25:15 – The "hypergambleization" thesis, trading and gambling converging
33:07 – Game lineup: Coin Flip, SpaceX Invaders, and early volume numbers
41:56 – Climb Inc: the Game Boy-style game with a $10K jackpot win
50:15 – Fundraising philosophy: treasury is untouchable, raises are separate
57:34 – Roadmap philosophy: "I don't believe in roadmaps"