In the Trenches! Decentralized Freedom. Escape the Matrix! Trust the Collective Unconscious.
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$USELESS is this cycle's $DOGE / $SHIB / $PEPE type runner
the kind of generational memecoin runner that comes out of nowhere, catches almost everyone off guard, and then speedruns to a $10 BILLION+ market cap
by the time the masses realize what is happening, the easy money will already be gone
you either recognize the opportunity while it's still early or you watch everyone else make the move you wish you made
i think $USELESS is THAT coin
position accordingly
this train is leaving the station and it's not stopping for anyone
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apedhoolk ππ°π§²π retweeted
I think people are still looking at robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf the wrong way.
The bull case isnβt βhigh APYβ.
Itβs the number of economic rails being built around one reserve-backed asset.
robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf started from a tiny ~$50k founding raise.
Today the system has grown into a multi-product onchain economy with:
β’ a permanent 5% AMM trading levy that now flows entirely to reserves
β’ USDG treasury yield through Morpho
β’ protocol-owned liquidity
β’ algorithmic rebases tied to Price/NAV instead of unlimited fixed emissions
β’ buybacks + retirement of NET below NAV
β’ premium sales that monetize excessive upside
β’ Real World Bonds accumulating tokenized equities
β’ wsNET credit markets / Loopback
β’ WinNET
β’ Superstore
β’ CLIMB INC.
β’ COINflip
β’ SpaceX Invaders
β’ MSFT Flight Simulator
β’ TURBO / leveraged tokenized-equity products
β’ Blackjack, prediction/game rails and more
And now there are public hints of an onchain MMORPG in the vein of DeFi Kingdoms.
The important part is that not every product simply prints more NET.
Different rails feed different parts of the flywheel:
Treasury β NAV
RWA Sleeve β external assets
Games β volume / fees / asset demand
Credit β wsNET utility
POL β deeper liquidity
Buybacks β lower supply when NET trades below NAV
Meanwhile management says it bought $518k of NET in the last 7 days and intends to keep buying while the multiple is low.
This is why I donβt see robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf as βanother OHM forkβ.
Olympus proved that a reflexive reserve protocol can scale into the multi-billions.
NetNet is trying to take the OHM primitive and build an actual consumer + financial ecosystem on top of it.
Thatβs the part I think the market may still be underestimating.
The metric I care about most isnβt APY.
Itβs:
RFV growth vs NET supply growth.
If treasury growth, product adoption and liquidity can keep outrunning dilution while more rails come online, the flywheel gets very interesting.
robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf is starting to look less like a token and more like an onchain holding company / financial arcade built around a reserve asset.
Thatβs the thesis.
Shareholders,
Over the last 7 days the NetNet Capital Management Team has purchased $518,490.50 of robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf . We will continue to buy more while the multiple is this low.
More Soon.
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apedhoolk ππ°π§²π retweeted
JUST BECAUSE SOMEONE CARRIES IT WELL, DOESN'T MEAN IT ISNβT HEAVY.
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apedhoolk ππ°π§²π retweeted
BREAKING: πΊπΈ SEC issues new guidance confirming staking tokens are not securities.
One way or the other, CLARITY is coming.
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apedhoolk ππ°π§²π retweeted
Robinhood chain eco starting to look really, really good again π
imagine being underexposed right now...
seeing how hard CT has fudded Robinhood chain over the past week or two
i genuinely wouldn't be surprised if most people on this app are once again completely sidelined when the next wave hits
Robinhood brought life back to the trenches when everyone thought the cycle was dead
and now it is increasingly looking like Robinhood chain has everything it needs to be THE chain of this cycle:
β by far one of the biggest retail distribution networks in crypto
β strong fundamentals
β massive narrative
β increasingly strong positioning
β Robinhood's 30m+ funded retail customer base
and Vlad Tenev + Robinhood are absolute masters at turning major events into catalysts
they may have their BIGGEST catalyst since the chain launched coming in just a few days
and CT is fudding it harder than ever
i couldn't ask for a better setup
because this is exactly how people get caught sleeping on the next leg
they fade it
they watch it rip
then suddenly everyone discovers how bullish Robinhood chain is
and starts aping our bags
except by then...
they'll be buying our bags MUCH higher
the trenches are about to get very interesting
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apedhoolk ππ°π§²π retweeted
feels good knowing everything is gonna work out man
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apedhoolk ππ°π§²π retweeted
π¨BREAKING $NET NEWS: @NETNETCAP BUTTON PRESSER #37 HAS SOLD FOR $7,500π¨
WHILE THE MMORPG GAME IS BEING BUILT OUT BY THE LEAD DEV, PEOPLE ARE SPECULATING THAT THESE NFT'S WILL GENERATE VAST AMOUNTS OF IN-GAME WEALTH FOR EVERY USER
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apedhoolk ππ°π§²π retweeted
Excited to have $wsNET as a paired token on Pons.
Weβll have more to share on this soon.
(π₯
,π₯
)
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apedhoolk ππ°π§²π retweeted
Nothin' but net.
$wsNET (@NetNetCap) is now pairing on Pons.
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apedhoolk ππ°π§²π retweeted
Holy shit! Guys, have you seen this?!
6113% APR for providing liquidity in the $NET / $USDG pair? WTF! From now on, through this partnership with $UP, $NET will have one of the fattest LP out there. π€
@NetNetCap is eating the whole Robinhood chain liquidity! π
Nets up.
Provide liquidity for $NET / $USDG on up to earn the highest APR on Robinhood Chain.
@NetNetCap β
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apedhoolk ππ°π§²π retweeted
$NET ADVANCE
Sneak preview? Something's cooking..
Holy shit
$NET is now looking for a strategic partnership/product with VISA
Just hours after announcing a partnership with OHM
I simply can't keep up at this point
This protocol is growing at an exponential rate
Every cog makes the machine stronger
Nothing stops this train.
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apedhoolk ππ°π§²π retweeted
I added $NET to my Robinhood portfolio on this dip & If this isn't obvious to you I'll make it more obvious to you anon
The $PONS dev is bullish on $NET
He follows @NetNetCap since a few days ago
Same thing that happened with $INDEX π
My guess is:
$NET partnership with $PONS coming soon βοΈ
Memes paired with $NET to feed the flywheel? π
$NET is like $OHM but on steroids with math backing it up, big brain stuff
I've been buying/accumulating $NET during this dip knowing this is a top RH protocol βοΈ
Currently staking 20 $NET & chilling (π₯
,π₯
)
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apedhoolk ππ°π§²π retweeted
If youβre in crypto, youβre about to make generational wealth.
just a matter of time.
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apedhoolk ππ°π§²π retweeted
JUST IN: AT $1.7 TRILLION, #BITCOIN'S MARKET CAP IS NOW OVER 150% OF BERKSHIRE HATHAWAY
THE DINOSAURS ARE GOING EXTINCT π₯
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"(...) $NET did a 10x and then dumped 84%, after that did a 100x" cc. @chjokka
$PRM just did 10x and dumped 85%, what if... ?
@prm_market
robinhood:0xf24f8f6b08fe87cf062e833a732ad7f636064bc8 ran from nothing to $14M mc in ~2 weeks
People capitulating their bag here while Binance literally made a poor copy of @prm_market is nonsense, just give it some time
I think many will be dissapointed in a couple of weeks after selling so low
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apedhoolk ππ°π§²π retweeted
Shareholders,
The NetNet Capital Management Treasury has achieved a value of more than $24,000,000. Since our inception in Mid-July, weβve relentlessly driven this ship in one direction, Up.
The plan remains the same. RW-Play is the next Meta, NetNet will absorb all on-chain value, and we will deliver endless upside for our shareholders.
More Soon.
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apedhoolk ππ°π§²π retweeted
this cycle isnβt like any other cycle
the closest comparison i see is the 2020 DeFi expansion, when an entirely new vertical brought billions of dollars onchain
this time, stablecoins and especially tokenized stocks are opening another new lane for crypto
institutional capital, retail and developers are all entering through different channels, while the market structure itself has played out differently from prior four-year cycles
trying to map this cycle one-to-one with the last one could miss whatβs actually changing in front of us
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RT @Kaiz_294: Ansem thinks cryptoβs next expansion could be more aggressive than the last one
βI think this cycle actually is going to beβ¦
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