Shitcoin Gameplayer | @labyrinth_alpha Mess around with futures leverage | Building a community filled with web3 enthusiasts 🤫😈 Proud to be Singaporean 🇸🇬
Joined May 2021
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if this bridge out function is legit here, we are so so early on elysium eco here
higher for e/acc and 99901 in that case
if its real...
the higher $BTC $LTC goes, the stronger the movement, the more $LMAO coded it is
betting on @slingoorio for now
seems like vitalik is bullish on $PRL and at the same time $PRL coming on hyperliquid spot?
xitter.cf/VitalikButerin/status/…
xiao
90% $NET staked and close to 70% of those stakers have held all the way too, think community in NET is one of the stronger one out there
higher
Everyone who wanted out is already gone and the NAV premium has almost completely disappeared
No matter how many times I look at it, the upside at these levels looks way bigger than the downside
The FUD that weighed on robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf has been cleared up and we still have the NET SDK and MMORPG launches ahead as catalysts
Most of the bad news is already priced in but I don't think the market has priced in what's coming next
(🥅,🥅) @NetNetCap
#4 highest paper staker so far, we in for a good ride here (we had quite a decent entry too)
xitter.cf/paperstrategy_/status/…
close to a 7x on $PSTR since we first talked about, thesis remains the same here (best lev play on PAPER)
xiao
Every $NET is backed by at least 1 USDG of RFV (risk-free value), enforced in code. The distributor cannot mint past the point where totalSupply × 1 USDG > RFV. NAV (backing per NET) = RFV / total supply.
Mechanics that matter:
- 5% trading levy on the NET/USDG pool flows to the reserve (team share has decayed to zero)
- Treasury standing at about $28M so far
- NetNet is one of the largest holders of tokenized equities on the chain and has shipped a large volume of RWA-adjacent products (games that pay in equities, Real World Bonds that route into tokenized stocks, etc.)
- Confirmation that Robinhood is sponsoring NetNet’s involvement in a conference later in the year, with Dunlap also discussing potential further RH involvement in distribution into main apps, more engagement with what they’re building, and improvements to the overall RH on-chain strategy
The inverse bond is a standing, seller-initiated, permissionless bid that settles at NAV × (1 − 1.5%) (currently ~$161). You can sell directly to the protocol rather than the open-market pool. At a 1.05–1.08× premium, the distance from current price down to that bid is roughly 8–10%. This is the practical near-term floor for most holders. There is almost no dilution from staking rewards while the token trades this close to NAV
Also the fud is cleared up on NET as well
xitter.cf/fenix0x6/status/210968…
0xCA9c78Dd337A67F6e0077F65F5E9218719d30eDf
here's the lowdown on robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf after verifying it piece by piece, on chain and in the docs. most of the "hidden" takes on X are wrong.
› the $1 mint is pTEAM, management's comp. strike, cap, the 1-of-1 safe, all disclosed
› desk NET came from that comp. the rwa bonds page said so in september
› public desk proceeds buy nvda, spcx and aapl for the sleeve. documented
› rebases dilute backing per NET. documented too
all that is normal operating procedure for NET.
here's the one that's allowed by the docs but not directly disclosed in them:
› management controls its exercised NET, and the docs only put guardrails on one desk. 0x70ea used that room to sell 2,250 NET to 3 wallets at $50 to $100. the $137.5k they paid went into stocks for the sleeve, and the wallets resold for ~$1.24M. not against the docs, not in them either. the team created every order and picked every buyer, so that's on @NetNetCap to explain if they want.
my read: the team using its own comp NET the way it saw fit. not against any terms, just not disclosed for this specific action.
i think projects are healthiest with full disclosure, so hearing from them or seeing this added to the docs would be good. BUT i don't see this as anything nefarious or done with malintent.
h/t @hoodermon for finding it. crypto twitter is arguing about the most thorough docs we've seen without reading them. yes it's ponzinomics, yes it's down, so is most of robinhood chain. i'm still in.
now that everyone on the timeline literally shouting out on $W, they finally see how $W stand to benefit directly with all these "tokenisation" meta as a whole
$W is a W
Looking into this wormhole $W for a long term trade here, tokenised stocks allow direct exposure to public companies with onchain features where more and more companies tries to build infrastructure for broader adoption
@NYSE partnership with Securitize (the leading tokenisation platform collaborating directly with NYSE) to develop a Digital Trading Platform for 24/7 tokenised US equities and ETFs, acting as the first digital transfer agent.
Now, this Securitize has chosen Wormhole as its official interoperability provider for all current and future tokenised assets. This means that wormhole is the one place where all trades goes through wormhole
Also Wormhole has mechanisms in place for protocol revenue to benefit directly token holders, both on chain and off chain revenues from wormhole messaging protocol, ecosystem apps etc are channeled to wormhole reserve which can be used to accumulate and lock $W tokens
usage increases (more tokenised stocks moving cross chain via native token transfer) -> higher fees generated -> more $W accumulated and locked
check this article out for all the partnerships wormhole has gotten up till now, imo $W is the perfect bet on the growth of tokenised stocks
xitter.cf/oddgems/status/2062653…
85VBFQZC9TZkfaptBWjvUw7YbZjy52A6mjtPGjstQAmQ
$POD API is finally live and running now, meaning it is getting revenue and value is being rewarded back to token holders
remember that $0.20/1M token is net revenue which all goes back to buying back $POD itself
The Dolphin Inference API is now live
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