Explorer of new worlds. A viking who loves to win. Crypto, prediction markets, stocks. Bayesian thinker. Game theory. Asymmetric risks. Berserker resilience. ⚔️

Valhalla
Joined May 2016
Anyone (or any AI agent) can now spin up a multiplayer browser game in about a minute with $NET’s Net Forge. One shared simulation for client + server, typed game file agents can safely edit, playtest bots that check their own work, 10 ready templates (survivors, arena, TD, dungeon, kart, cards, etc.), 530 CC0 assets, MCP server so Claude/Cursor can drive it directly. All open source on npm. This is the Roblox-style UGC engine built specifically for AI agents instead of human editors. The real unlock is still coming: the Kit. Once that ships, every game built on Net Forge can launch with its own token, in-game store, and rewards in one flow. Those tokens trade against wsNET. Every new game becomes a new market on NetNet rails. More agents and builders shipping games now → more tokenized games launching later → more activity flowing through $NET. Open engine first, economies second. Clean sequencing. If you build something on it, post it. This is how the flywheel starts.
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 forge.netnet.capital, 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 itch.io 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.
3
19
69
1,764
Viking Quant retweeted
Interesting developments happening around RH eco whilst everyone doomer and half asleep.
23
6
7
138
15,091
Viking Quant retweeted
Someone asked Grok which cryptos break first. ① Bitcoin, Ethereum, Solana, Cardano: elliptic curves, signatures, public keys. Then they asked about Parano1d. "No signatures or public keys. Hash hardness and proof soundness hold up more like AES than ECDSA." AI knows. Do you? $NOID
Replying to @0xCordeiro
Parano1d avoids discrete-log, factoring and ECC entirely. Ownership uses ZK proofs of a 256-bit secret (Poseidon2b preimage) plus FRI-Binius recursion over binary fields—no signatures or public keys. Hash hardness and proof soundness hold up more like AES than ECDSA, so it survives the P=NP collapse of public-key systems far better than Bitcoin or Ethereum.
3
14
225
Viking Quant retweeted
.@ponsdotfamily & @longdotxyz both went live on robinhood wallet today 👀 right before earnings… think about that for a second… you don't need a 20 page thesis for this sometimes the timing is the thesis ROBINHOOD SEASON 2 IS LOADING.
5
5
1
64
1,802
Viking Quant retweeted
JUST IN: Gadi Eisenkot, Israeli opposition candidate with huge chance of wining the elections says Iran didn’t have nuclear weapons “Netanyahu is delusional, he knew Iran did not have nuclear weapons”
553
4,786
291
15,468
436,881
Viking Quant retweeted
Iran supreme leader calls for meeting conditions to end the war
32
73
22
563
132,704
Viking Quant retweeted
Slept on this but Parano1d shipped a TypeScript SDK on npm yesterday. npm install @parano1d/sdk and you can read markets and holdings, prep launches, trades and NFT actions, while auth stays client-side. That's how a small L1 starts getting builders, not just holders. $NOID
1
3
21
586
Phenomenal things happening in NetNet, zero doubt in my mind this becomes a behemoth this cycle. These guys designed an entirely new IP within the space for builders to create on and did it with a protocol that backs the token fp with cash + accumulated a $30m RWA warchest.
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 forge.netnet.capital, 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 itch.io 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.
2
7
61
983
Viking Quant retweeted
Don't sleep on this update. This transforms @NetNetCap from a pure on-chain holding into the fundamental infrastructure layer for AI-native gaming. ​Here is why Net Forge is a massive paradigm shift (and why it matters for $NET): ​1️⃣ Built for the AI Agent Era Traditional game engines (Unity, Unreal) aren't built for autonomous coding agents. Net Forge is designed from scratch for LLMs: • Built-in MCP server allowing Claude, Cursor, and ChatGPT to build multiplayer games directly via prompts. • Typed APIs and automatic playtest bots so agents can write code, simulate physics, and verify bugs autonomously. • 10 full genre templates + 530 CC0 assets ready out of the box (npm create netforge@latest). ​2️⃣ Zero Friction Developer Onboarding Fully open-source on npm (19 packages). No mandatory wallet pop-ups, no upfront gas fees, pure WebGPU/WebGL2 browser-native performance. Builders on Solana, Base, or Web2 can prototype games in minutes without touching smart contracts. ​3️⃣ The Token Flywheel: Enter "The Kit" Once games gain traction, creators can seamlessly deploy monetization via the upcoming Kit: • Instant in-game stores, token launches, and player reward loops. • Crucial: Every single game token will trade against $wsNET. ​The Bottom Line: More developers and AI agents deploying games = a growing network of micro-economies, each permanently locking and routing liquidity through $wsNET. ​With ~88.5% of $NET supply staked, over 4.7% of total supply already burned below NAV, and a $29M+ backing treasury, NetNet isn't chasing hyp it's building the decentralized game engine of the future. (🥅,🥅) Ecosystem $NET 🥅 linktr.ee/netnetcap 🥅 strategicgamingreserve.net 🥅netnetintel.com 🥅tentencapital.net @coinsinkstudio @NetNetIntel @TenTenCap Cc @vladtenev @fern @RobinhoodApp @RobinhoodCrypto ​ #Web3Gaming #AI #GameDev $NET $RWA #Web2
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 forge.netnet.capital, 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 itch.io 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.
3
13
98
1,661
Bullish for $NET!
🔖 ANALYSE DES 100 MEILLEURS PROJETS SUR ROBINHOOD CHAIN Vous savez que je crois en un retour de Robinhood, on est pour moi dans le creux de la vague, le moment où il faut recommencer à se positionner sur les bons projets. Comme promis, j'ai passé la semaine à check les projets sur Robinhood, et j'ai retenu une liste de 100 projets, que j'ai trié par catégorie et auquel j'ai attribué un badge de conviction : 🔵 Grosse conviction, j'en hold ou je compte en acheter 🟢 Bullish, je songe à m'exposer 🟡 Projet bullish si la meta Robinhood revient, à dyor 🟠 Il y a du potentiel, à surveiller 🔴 Plus risqué et moins de conviction, mais ça peut se tenter C’est ma watchlist perso, pas mon portefeuille ni un conseil d’achat. J'ai fais mon possible pour décrire mes thèses de la manière la plus concise. Bien évidemment, il faut un retour du volume et de la hype sur Robinhood Chain, et surtout je suis convaincu que bon nombre de projets de cette liste ne remonteront jamais la pente donc je vous invite à faire vos propres recherches et build vos propres convictions Thread 1/13 👇🧵
2
14
62
1,447
True..
28
57
7
569
69,161
Viking Quant retweeted
JUST IN: Brent crude drops nearly -7% on reports Trump declined Netanyahu’s request for joint strikes in Iran before Israel’s election. Israel votes tomorrow, Oct 27, with Trump endorsing Netanyahu as a “Great Warrior Prime Minister.”
84
173
27
1,252
145,837
Viking Quant retweeted
The gaming layer is expanding fast 🕹️📦 ​Mystery boxes and Player XP are officially live across all active titles on @coinsinkstudio. ​Grinding sessions just got real while the balance sheet behind @NetNetCap keeps retiring supply below NAV. ​Time to hunt some drops. (🥅,🥅) $NET
Mystery boxes and player XP are now live. Keep an eye out and collect drops scattered across all our live games. What's inside the boxes? Well, that's a mystery...for now.
1
9
1
52
1,144
Viking Quant retweeted
RH is getting hit right now. if you hold @RobinhoodCrypto ecosystem tokens, you really have 3 options: 1. sell and sit in USDG until things clear up. safe, but moves can flip violently and you can miss the big upside leg 2. keep holding your RH tokens. you stay in for the recovery, but you could be catching a falling knife, and you never know how far down something can go 3. Rotate into robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf . the floor is USDG in a treasury, not RH’s price, and there’s a buyback at NAV minus 1.5% (about $160 today). you get a hard bid under you and still keep the upside if RH comes back none of these are free. option 1 gives up upside, option 2 carries the most risk, and option 3 still depends on demand returning, and the buyback is capped at 1% of liquid cash per 8 hours, so exits are first come, first served but if I had to pick where to hide while still being in the game, it’s the one with a floor and still gives upside. Chillin here.
🤖 Made with AI
2
9
47
1,679
Viking Quant retweeted
Just like you have bearish pullbacks (red) only for the downtrend to continue after so do we have bullish pullbacks (green). Today is no different than the last uptrend if you know how to read market structure.
Sentiment is starting to shift again. Many influential persons starting to see short term cracks in the market after all. Arthur selling it all, Ben thinking he might be right after all again, and others and more... Honestly what anyone says, short term flip-flopping is always possible. Whether the market is truly bullish or bearish short term we can always go up and down abit. We've literally gone up $30,000 in one straight line after all. BUT regarding the market itself, making a huge tumble back? I just don't see it. On the contrary, Bitcoin is actually still in a very good looking spot chart wise. Not only is support still holding up but we literally made a HIGHER HIGH for the first time since the entire downtrend we had the past year. I objectively don't see anything wrong here. I did open the option a few times that the market MIGHT come back to get a higher low though. There's a lot of emptiness we left behind and a healthy uptrending market might always take back 30-70% of its rally forming the higher low. Meaning that Bitcoin could actually go back to anywhere between $70k-80k for that. Yet bull markets tend to not always go as low as people hence why I've often likee where Bitcoin currently is holding $80k+. Macro is wobbly yes but the fact that Bitcoin actually already rallied against it is actually more proof of strength than weakness here.
17
19
1
199
16,342
Viking Quant retweeted
You still seem to be missing the difference between Parano1d and ALL others). Neptune own words: "Neptune Cash does not presently have succinctness." Their succinct block-validation PR was opened October 21. It is still open, being tested on testnet-0 and explicitly documents a remaining gap in recursive validation of historical input-witness data and estimates roughly 4× more proving work for composers. What you’re watching here is Parano1d MAINNET. A $100 phone. Empty chain data at startup, verification parameters preinstalled. 48 seconds to synchronize. Approximately 192 MiB peak RAM. Privacy is valuable. But “already did that” needs an equivalent deployed result. Show me mainnet bootstrap using Neptune’s own stack. Ok, take a modern high-end PC. And I'll even accept 30-minute blocks)
Replying to @ignotus_nemo
Good progress but don’t forget Neptune cash he did that with privacy
4
8
1
49
1,826
Viking Quant retweeted
not even 24hrs later 4% of $NET is now burned
more than 3.3% of $NET is now burned (3,3) coded
4
8
2
98
7,157
Viking Quant retweeted
$NET held the floor for 12 days while the rest of the chain bled. That's not a stuck chart — it's the design. Under NAV → Standing Bid buybacks and burns. ~4,803 NET already gone forever (~3.3% of total supply). ~87% of supply locked in staking. Thin float. Real backing.
Replying to @gem_insider
Spot on. The data on the dashboard confirms exactly why this floor isn't moving: ​🔹 Over 4,803 NET repurchased & burned forever via the programmatic Standing Bid. 🔹 That is ~3.3% of the entire total supply permanently destroyed directly below NAV. 🔹 ~87% of supply remains locked in staking, meaning the actual liquid float on DEXs has been completely drained. 🔹 Today’s epoch alone filled another 76,132 USDG absorbing sell pressure at $160.20. ​When a protocol buys back and destroys 3.3% of its total shares with real treasury cash while the float is frozen, it’s not just a floor—it’s an asymmetric coiled spring. ​Mathematical backing meets zero free float. (🥅,🥅) $NET
1
9
47
977
Viking Quant retweeted
Hi @BSCNews !!!! While the timeline is just waking up to @Morpho x @RobinhoodCrypto tokenized stock collateral, let’s make it loud and clear who’s actually running this on-chain: ​Enter @NetNetCap (🥅,🥅) ​We didn't wait for news headlines. We built the balance sheet first: ​🏛️ Real RWA Treasury: ~$25.7M+ Risk-Free Value with active capital deployed directly into @Morpho credit markets backed by Robinhood tokenized equities. ​🔥 Relentless Supply Contraction: • Over 6,408 NET burned forever below NAV (>4.05% of the ENTIRE supply wiped out). • Programmatic Standing Bid absorbing and retiring float every single epoch. ​🕹️ Consumer Cash Flow Engine: • 6 games live right now on @coinsinkstudio. • Full Net Forge game engine open-sourced on npm. • Subscription pass revenue routing directly back to $NET holders. ​🔒 87%+ Supply Staked. Liquid float on DEXs is completely dried up. ​You are looking at Wall Street collateral rails meeting browser gaming distribution. Stop sleeping on the king of Robinhood Chain. Ecosystem $NET ⬇️ 🥅 linktr.ee/netnetcap 🥅 strategicgamingreserve.net 🥅netnetintel.com 🥅tentencapital.net @coinsinkstudio @NetNetIntel @TenTenCap cc @vladtenev @fern @RobinhoodApp @RobinhoodCrypto
The Morpho x Robinhood collab just got even stronger. @Morpho has announced full support for @RobinhoodApp's tokenised stocks product on its platform. Following a key collab between $MORPHO and @RobinhoodCrypto Chain at its launch, users can now use Stock Tokens as collateral to borrow stablecoins on the platform.
5
1
54
1,602