Up @ScaleOrDie
On Roads Joined January 2014-
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Repricing soon
Imagine
think @LaunchOnSF is the most interesting thing happening on Solana rn. the whole ecosystem feels massively undervalued. i do think @RobinhoodCrypto wins the RWA meta vs Solana, but there’s still plenty of room for a run. but as we know, if there are no runners on the launchpad, there’s no attention. especially cat runners ;) @Raydium should stop being gay and just engage, farm, and support some memes on stonkfun. 😼
i analyze a LOT of blockchain trading, especially memecoin traders. the most consistent thing i've seen for good traders is this: they almost all would've outperformed all their trading if they simply sized smaller and held everything they bought. almost always their top 1-3 winners would've carried their entire returns. and almost always it's a factor of 10x or more improvement. take any of your heroes and analyze their wallets. most likely you'll see this at play. it's true of myself, as well. i can give many horror stories of fumbled bags. that said, this is true only in good conditions and the inverse is true in bad conditions. the optimal is simply to buy and hold in good conditions and never trade in bad conditions. knowing which is which is the core skill of a crypto trader.
i bought a stupid internet thing and now I own pieces of serious things because of it
@farokh All you gotta do is buy 1 $net and stake for a year. Ez as
Ah yes I remember when OHM had novel financial products like call and put options packaged into on chain objects that can be used in applications, or when they deployed games that segued into NFTs that are mysteriously separating people into factions for some other element of a unique concept of RWAplay, I also remember when OHM was backed by real world assets and shipped new products that added more loops to its revenue generation, yes this is just like OHM so be careful because OHM eventually went down one day after going from 0->4b+, make sure to fade @NetNetCap because it's just like OHM...
Shareholders, ??? play.netnet.capital
Axie hit 2.8M daily users and a $10B market cap paying gamers in a token that went to zero. $NET is running the same playbook, except the rewards are $SPCX and $NVDA stock. At $57M FDV. Here’s the math. THE PRECEDENTS Axie (2021 peak): • 2.8M DAU • ~$10B $AXS market cap • $300M+ monthly revenue DeFi Kingdoms (2022 peak): • ~$2.5B $JEWEL cap • $1B+ TVL • $0.01 → $22. A 2,200x. Gamers will grind for digital assets. That’s proven. WHY $NET CAN GO HIGHER $AXS, $SLP, $JEWEL — all paid out of the printer. Every reward diluted the token that paid it. The upside had a ceiling built in. RW-Play pays in tokenized equities. Every fee buys real assets into the treasury. The more the game grows, the more $NVDA and $SPCX sits behind every $NET. Same player grind Axie proved works. Except now growth compounds the backing instead of diluting it. (And yes, it holds up in a bear too — but that’s not the trade.) THE FLYWHEEL Players pay fees in $NET → Treasury buys RWAs → Backing per $NET rises → Staking yield rises → More $NET demand → Rewards worth more → More players Axie’s flywheel ran on inflation. This one runs on accumulation. SCENARIO A — “MINI-AXIE”: 100K DAU That’s 3.5% of Axie’s peak. Not a moon case. • $50M + treasury inflow from fees/bonding • $300–600M market cap • 5–10x from here SCENARIO B — AXIE PARITY: 1M+ DAU • $500M–1B treasury • $2–5B market cap • 20–50x RW-Play becomes the largest on-chain holder of tokenized stocks. TradFi notices gamers are buying $NVDA. That headline writes itself. SCENARIO C — CATEGORY DOMINANT DFK stopped being a game and became the financial hub of its chain. RW-Play as the killer app of $HOOD Chain, the RWA distribution rails, and equity-backed guilds. $5–10B FDV is on the table in that world. CONSERVATIVE EV • 10% Mini-Axie → 7x • 2% Axie parity → 30x • 0.5% dominant → 100x • Rest: flat Expected value ≈ $2,500–3,000 per $NET. Current: ~$1,100. You don’t need the moon case. You need any traction. THE REAL QUESTION Not “can they get Axie-level users?” It’s: what happens when gamers realize they can earn actual $AAPL instead of $SLP that goes to zero? Axie proved gamers grind for digital assets. RW-Play asks what happens when they grind for real ownership. $57M FDV. Working product. Epic Games talent. Treasury that buys real assets. That’s a cheap call option on RW-Play becoming the Axie of the RWA cycle. Not advice. But if this narrative catches, it’s not 2x. It’s generational. $NET WORLD ORDER
@Raydium very nice, how much of it is from @LaunchOnSF eco?
@0xTojo @LaunchOnSF @Raydium @solana what does this tweet by 0xtojo mean
Topo @Topo_G
47K Followers 3K Following @The_Barrows #02 | DAA #9938 | BOOGLE® #082 | https://t.co/Xj5JZ7TM4W | PFP @boldleonidas | https://t.co/t21AQ8pNFe
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marculino.png 🌲�... @marculinopng
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SmoothieWhat — I’... @AmSmoothieWhat
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Binancians 🔶 @Bin_superapp
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Index Official Suppor... @Index__Support
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Anagen💈 @anagenxyz
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Topo @Topo_G
47K Followers 3K Following @The_Barrows #02 | DAA #9938 | BOOGLE® #082 | https://t.co/Xj5JZ7TM4W | PFP @boldleonidas | https://t.co/t21AQ8pNFe
♱ HAOLE ♱ @DegenHaole
40K Followers 4K Following ★REMILIA ONE THOUSAND FOREVER★ ⌖ REMILIA BLACK OPS DIVISION⌖ ♡MILADY♡
Nom @TheOnlyNom
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56K Followers 8K Following CEO @thevaultfinance // Angel investing via @thelibraryvc (free Discord dedicated to research)
peanug @Peanug420
10K Followers 1K Following VR Sculpture/Illustration Available work + more: https://t.co/Tug4KQBzs4
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27K Followers 3K Following Husband | Father | @The_Bakery_DAO | @solBOOGLE member |ex cofounder @exchgART @CodeCanvas_Art
Shual @0xShual
32K Followers 2K Following That rug really tied the room together | these aren't shill channels lol: https://t.co/0xbGFcxHqZ | https://t.co/CdnqJ5Cnkp
Kyle McCollom @kyle
15K Followers 4K Following exploring what’s next. i trade in public on @fomo: https://t.co/ybCP4xlzrn. prev: ceo @clicker @daylight
jvs 👾 @0xJvson
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SP3ND 🛍️ @SP3NDdotshop
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