YiYi Crypto

$NET holding on to its promises. Building and holding the NAV. Days of sideways, when it moves you will be taken by surprise. The last leg was for minions. 🥅🥅

When the CEO of @RobinhoodApp talks about the trenches, there is only one true destination. ​"Coming home" means bringing the on-chain retail energy where it actually belongs: on @RobinhoodCrypto Chain. ​Here is what is being built right under everyone's radar: ​🔹 The Real Trenches: Retail traders don't want another round of disposable memecoins and farm-and-dump games. They want speed, accessibility, and real equity exposure. 🔹 $Net Forge Phase 1: Live open-source 3D engine built on Robinhood Chain where devs and AI agents deploy multiplayer worlds in minutes. 🔹 The RW-Play Model: Games hosted by studios like @coinsinkstudio reward players with real-world assets $RWA(Stock Tokens like $NVDA, $AAPL $SPCX $GOOGL $MSFT) instead of inflationary air. 🔹 Mathematical Foundation: Backed by $26.7M+ in True RFV, 87.6% locked in staking, and 20,980+ NET burned forever (>12.8% of historical supply erased). ​The bridge between Wall Street liquidity and pure on-chain gaming culture is happening right here. ​Welcome home, @vladtenev. (🥅,🥅) @NetNetCap $NET

$NET is building #NetForge, a place where you can vibe code a game ready made with economic rails, liquidity, and a token. It comes with it's own functional economy from day 1 🤯 Show me anyone else doing this with $27m in capital underneath They Don't Exist @NetNetCap 🥅🥅

sneak peek for whats coming co-op game was built with @NetNetCap Forge Kit, and it honestly gives me that Diablo 2 nostalgic vibes possibilities are endless. calling all the builders to take a look into NetNet repo's it basically serves as a pumpfun, for creators, by creators, where the game economy is directly tied (underneath) to $NET. i'd call it 'the gamepad' future is bright

the treasury chart goes up the supply goes down the backing goes up the team keeps shipping I'LL SAY IT AS CLEARLY AS I CAN robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf is the only token on Robinhood Chain where: > every token is backed by ~$163 of real reserves > the protocol buys and burns when it's cheap > the protocol sells and banks the premium when it's expensive > the team takes nothing from the tax or the treasury > 87.7% of supply is staked > and new products keep stacking on top and people are still asking me if robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf is a buy LMAO 0xCA9c78Dd337A67F6e0077F65F5E9218719d30eDf

Chosen as Project of the Week by @RobinhoodHub—and the numbers show exactly why @NetNetCap is the backbone of Robinhood Chain: ​🔹 $29M+ Real Treasury: Productive capital deployed across Morpho credit markets & RWA backing. 🔹 Aggressive Supply Shock: Over 10,050 NET permanently burned (>6.2% of total supply gone) with 87.9% of supply locked in staking. 🔹 Net Forge is Live: 19 open-source npm packages allowing AI agents (Claude, Cursor) to build multiplayer WebGPU games via MCP in under 60 seconds. 🔹 The Flywheel: When "The Kit" deploys, every single game economy pairs directly against $wsNET. ​Mathematical price floor meets autonomous developer demand. The real building on RH is happening right here. (🥅,🥅) Cc @vladtenev @fern @RobinhoodCrypto @RobinhoodApp ​ #RobinhoodChain #AI #Web3Gaming #DeFi $NET #Web2 $RWA

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.

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

a conversation happened in q4 2026 (no reply yet)

$NET is one of the clearest mispricings on Robinhood right now🤯 ~2 months ago, when $NET first hit $600, the treasury was valued below $2M now, $NET’s circulating mcap is roughly 10x below the treasury it holds buyback activity has nearly doubled since october 19, yet $NET is still trading around $160 sometimes the market is just stupid at pricing fundamentals. this is where the opportunity sits everyone will buy at the price they deserve

If you’re a utility dev(s) Please for the love of god Do not launch your fucking project on pump / sol

The @NetNetCap founder showed the testnet images of Net Forge The robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf's green candle is loading

5 days after public launch, Metric has crossed $11M TVL and $1.2B in volume. Nearly $500M of that came from tokenized stocks on @bnbchain and @RobinhoodCrypto. Thanks to everyone for the incredible support. We’re just getting started.

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$HOOKR JUST INTRODUCED SOMETHING THAT COULD FUND AN ENTIRELY NEW GENERATION OF DEFI PROJECTS. 🪝🔥 And I think the implications of this latest announcement are MUCH bigger than people realize. REVENUE TOKENS + TIME SHARES ARE LIVE. Let me explain why this is such a powerful financial primitive. Imagine you’re building a DeFi project generating $100K annually in trading fees. You need $25K to expand. Traditionally, you might sell your native token, dilute holders or raise capital through investors. BUT WHAT IF YOU COULD SELL 90 DAYS OF FUTURE REVENUE INSTEAD? That’s the opportunity Hookr is unlocking. Creators can lock eligible fee rights for 7, 30, 90 days or FOREVER. Those rights can come from: ⚡ Uniswap v3/v4 LP positions ⚡ pools.trade fee NFTs ⚡ PONS creator fees ⚡ Long fee shares The fee rights are locked in an ownerless, adminless contract for the chosen term. NO SECOND MINT. NO ADMIN TAKING BACK THE REVENUE STREAM. And here’s where the real financial engineering begins. REVENUE TOKENS REPRESENT THE UNDERLYING FEE RIGHTS. TIME SHARES REPRESENT SPECIFIC DAYS OF THAT INCOME. A creator can lock their revenue tokens and issue individual days of future income. Those days can be distributed, wrapped into tradable tokens or used as incentives. Once a day’s income period ends, it stops accruing. Previously earned income remains claimable. And when the time-share lock ends, the underlying revenue tokens return to their owner. THINK ABOUT WHAT THAT ENABLES. A project can sell 30 days of fees without giving away its permanent revenue rights. A community can receive actual trading income instead of inflationary token rewards. Developers can raise capital without continuously dumping their own tokens. And the SAME underlying revenue rights can potentially support successive incentive campaigns. NOW CONNECT THIS TO THE BIGGER $HOOKR THESIS. Imagine future mechanisms where: 🪝 Lock $HOOKR → Earn tokenized days of revenue. 🪝 Provide liquidity → Receive real income rights. 🪝 Build on Hookr → Monetize your financial primitives. 🪝 Generate fees → Route value into $HOOKR buybacks and burns. And eventually… TOKENIZED REVENUE → COLLATERAL → LOANS REPAID BY THE UNDERLYING CASH FLOW. That’s the part that gets me most excited. We’re talking about turning future cash flows into programmable financial assets that can interact with the rest of DeFi. Some of these applications still need to be built, but the underlying Revenue Token and Time Share infrastructure is already live. And Nodar has explained that eligible Hookr and external revenue-token activity is intended to contribute to $HOOKR buybacks and burns. THE BIGGER THE ECOSYSTEM GETS, THE MORE POTENTIAL SOURCES OF VALUE FLOW THROUGH ITS INFRASTRUCTURE. More builders → More markets → More revenue streams → More financial products → More economic activity. THIS IS WHY I DON’T SEE $HOOKR AS JUST ANOTHER LAUNCHPAD. It’s evolving into infrastructure for creating, owning, trading and financing onchain cash flows. If that vision achieves widespread adoption, the potential market is enormous. DEFI 1.0 MADE ASSETS TRADEABLE. DEFI 2.0 COULD MAKE FUTURE REVENUE ITSELF PROGRAMMABLE. AND $HOOKR IS BUILDING THE PRIMITIVES TO MAKE IT HAPPEN. 🪝⚡️🔥

Notice the shift in language: from "the next meta" to "RW-Play IS the Meta". ​Why this matters right now: ​• Execution, Not Vapor: The ShiftRun: TurfWar testnet goes live Monday at 00:00 UTC, embedding verified $RWA directly into on-chain gameplay rails. • The Balance Sheet: Backed by $29M+ in treasury reserves (#1 depositor on @Morpho with $27M+), defending the hard backing floor at ~$163–$171. • Flywheel Live: Real fees from games, NetLong leverage, and $LOSE liquidation taxes feed $USDG continuously into the reserve. • Robinhood Alignment: Built by Al Dunlap (ex-Dapper Labs / quant MM), tracked by @fern , with a Robinhood-sponsored stage appearance before December. ​90%+ supply staked. The market is still asleep, but the infrastructure is fully delivered. ​(🥅,🥅) $NET @NetNetCap @RobinhoodApp @RobinhoodCrypto @vladtenev

Shareholders, I've never been more bullish on the future of NetNet Capital Management. RW-Play is the Meta.