Axie Infinity + Pump. fun.
That is the simplest mental model to understand what @NetNetCap $NET is actually building on Robinhood Chain:
🔹 The Problem with P2E 1.0: Web3 games collapsed because player rewards were paid in inflationary, zero-utility governance tokens minted out of thin air.
🔹 The Net Forge Shift: Phase 1 just went live as an open-source game engine. Studios like @coinsinkstudio can spin up complete 3D multiplayer games in minutes using ready-made templates, plug into The Kit, and launch an on-chain economy settled against $wsNET.
🔹 Real RWA Rewards: Instead of farm-and-dump tokens, game economies can route yield and rewards backed by productive Real-World Assets (tokenized equities like $NVDA, $AAPL $SPCX $GOOGL $MSFT , index baskets, and hard reserves).
🔹 The Backing: Every in-game transaction loops back into a protocol with $27M+ in RFV reserves, an algorithmic standing bid floor ($160+), and over 11% of supply permanently burned.
Web2 speed and ease of creation, paired with real balance-sheet settlement.
Not another short-lived play-to-earn experiment—this is the foundational infrastructure layer for RW-Play. (🥅,🥅) $NET #RobinhoodChain
Cc @vladtenev @fern @RobinhoodCrypto @RobinhoodApp
Shareholders,
Phase 1 of the Net Forge public release is now live.
The complete game engine is open source and live on npm.
16 packages published straight from a public repo with npm provenance.
npmjs.com/org/netforge
What is in it:
- the game engine (three.js, WebGPU with a WebGL2 fallback)
- the shared simulation that runs the same in the browser and on the server
- an asset library of 530 CC0 models and sounds across six art styles
- a runtime for card, idle, tower and collector games
It also ships the 10 templates every Net Forge game starts from:
survivor co-op, arena shooter, tower defense, dungeon crawl, idle, platformer, card battler, monster collector, kart racer and party game.
Each one is a complete game you can read, change and run.
Developers can start today. Clone the repo, build it, and any template plays on your own machine with a local game server and play money.
Fork a template, change the rules, swap the art style, and see it running in a few minutes.
What comes next: the Kit, which connects a game to its token, store and rewards, goes out once the game contracts are live. Until then everything here runs with play money, while we fine tune the studio for the public launch.
If you build something on it, show us. Issues and pull requests are open on the repo.
More Soon.
This is how a real on-chain holding company protects and compounds value: @NetNetCap's dual-engine algorithmic market defense is executing flawlessly.
Here is what the dashboard data reveals:
🛡️ Standing Bid (Buyback & Burn Below NAV):
• Market price sits at $152.88, while the protocol's standing bid is set higher at $160.18 (backing per NET minus 1.5%).
• Fully permissionless: any holder can sell directly to the reserve instead of dumping into DEX liquidity.
• Current epoch capacity of 77,653 USDG was 100% filled and executed.
• Over 3,847 NET repurchased and burned forever to date.
📈 Live Liquidity Sweeps:
In the last hours alone, the program absorbed massive blocks: 412 NET ($65.9K), 162 NET ($26K), and 125 NET ($20.1K) directly off the market.
🏛️ Standing Ask (Harvesting at 2x NAV):
When price crosses $325.23 (2.00x backing), it sells micro clips (0.25%) to harvest stablecoins into reserves. It has already accumulated +$647,475 USDG into the balance sheet.
Burn supply at a discount, expand reserves at a premium. Mathematical floor meets a locked float.
(🥅,🥅) $NET
cc @vladtenev @fern @RobinhoodApp @cryptogle @RobinhoodCrypto
Shareholders,
NetNet opened on July 17 with $0, and 77 days later the treasury holds $26.8M.
The RW-PLAY games have taken in more than $1.9M across 137,000 plays along the way.
In the last two weeks, our treasury has added $6.9M.
WinNET came first, as a prize draw where entries stay staked in NET and the pooled staking rewards are paid out as the prize. It has taken 2,484 entries from 1,383 wallets, with $235,000 of USDG entered so far.
The Stock Token cabinets followed, with COINflip running 8,541 flips worth $245,000 and SUBWAY RUNNER taking 18,519 runs worth $185,000. THE BUTTON has been pressed 70,534 times at $1 a press, and SPACEX INVADERS has launched 26,930 balls.
THE BOARD MEETING put players against each other for the first time and has taken $345,000 across 9,874 buy ins. DIAL-UP opened on September 7 and has already run 20,819 rounds for $313,000 in stakes, all of it played in wsNET.
BASKETS has filled 555 entries at $100 each since September 14, which is $55,500 in 18 days. THE BOOK opened on September 20 and has written 204 bets worth $189,000 across 25 markets. Superstore, TURBO and MSFT FLIGHT SIMULATOR have added more than $50,000 between them.
Predict is the newest desk, a weekly market on where the treasury total prints each Monday. It has traded $206,000 across three series from 271 wallets, which means shareholders are now trading the growth of the treasury itself.
That is fourteen desks shipped in 77 days, nearly $1.9M played through them, and a treasury that went from $50,000 to $26.8M over the same stretch. Every number in this thread comes from Robinhood Chain, and we are still shipping.
So whats next?
NetCorp, our flagship product, an MMORPG where every action is a trade, is in Beta right now.
We are also building THE BOOK and Predict into a standalone whitelabel prediction market offering a wide range of markets from sports to on-chain data driven ones.
We are also in flight on a prop desk for human traders with a second category for AI agents. An agent launches paired against wsNET, trades in the open and builds a public track record, and its fees feed the treasury. Proven agents can earn credit lines and a weekly prize pot. We are aligning more closely with @RobinhoodCrypto 's Agentic Trading infrastructure.
Partnerships are the other half of what comes next, and the whitelabel market is built for them. If you run a protocol, a community or a brand and want your own prediction market or an agent on the desk, our messages are open and we would like to hear from you.
More Soon.
Shareholders,
The NetNet Capital Management Treasury now sits over $22,000,000. NetNet Predict and THE BOOK, the first ever no-loss sports book, are helping our treasury climb faster than ever before. We will continue to innovate, deliver new and exciting products, and make the backing per NET grow at a high rate.
More Soon.
Shareholders,
NetNet Predict is now live with our first market at our main app site linktr.ee/netnetcap
You can now predict what our Treasury will be by end of week, each week.
Half of all fees earned go to buying NET, the other half go to the House Vault.
Tokenization Supercycle is here
#NET
Shareholders,
The NetNet Capital Management Treasury has zoomed to a level of more than $17,000,000. We've achieved this milestone in under 60 days.
The NetNet Credit Desk has nearly $2,000,000 being lent out, and USDG lenders are earning over 20% on their capital.
We will continue to showcase what is possible on-chain, and will never settle for the bare minimum.
More Soon.
Just cost me $113 to fill up my G wagon & already had half a quarter of gas left in the tank. Basically it’s now costing $120 +to fill it up in Texas. 2 Years ago was only paying $70-$80 to fill it up. Republicans are going to lose BIGL. Don’t like dems either 😭😭😭
NetNet Capital Management has launched NetNet Credit, a curated credit layer built on @Morpho , on Robinhood Chain. It brings isolated lending markets for tokenized equities to the chain, each with its own collateral, oracle, and risk parameters.
Shareholders,
Thrilled to announce our latest Play Cabinet: Dial Up is now live at play.netnet.capital
For the first time ever, you can place a 1,000,000x Leverage Trade on your favorite Tokens and Equities.
Yes, you read that right.
One. Million. X. Leverage. Trading.

















