super chad al dunlap of @NetNetCap dropped some serious alpha with @blknoiz06 and @Banks on the @MarketBubble podcast heres what went down: 1. the treasury pace > treasury was around $500k a month ago, sits at $11m now. thats roughly $10.5m added in a month, by his own account on the call > calls the design an "ohm improvement" not an ohm fork, since the treasury captures trading revenue directly instead of just staking rebases 2. the boardroom receipt > new pvp game, split or steal a shared pot, launched at midnight the night before the pod > by hour 15: $250k of tokenized $MSFT run through it, jackpot up to $30k, 900+ wallets, 5,500 sessions > treasury on pace for $100k off MSFT today from this game alone, his words, biggest single day revenue game to date 3. the infra stress test > launch triggered 50k requests in under 2 minutes, framed explicitly as a stress test of robinhood chain and netnets own infra > subway game (100x long on $NVDA to start a run) confirmed again as the one that doubled gas onchain purely from load 4. immutability > the token contract is completely immutable, frames it as avoiding the governance fights other ohm forks had over changing backing rules 5. nfts and shipping pace > two separate netnet nft collections were #1 trending on opensea in the same week, one nft resold for $50k > the dk style mmo rpg "loot cases" over 2k different ways owned nfts boost a characters rwa earn rate > says 15 rwa experiences shipped in the last six weeks 6. distribution, the real target restated > "i think it doesnt really matter about listings. what matters more is can you get one of your products integrated into these places" > clearest line yet on the actual goal: "the people who are contributing the most money to the treasury have no idea what net even is, theyre just playing the game" > @blknoiz06 compares the vision to xbox live, dunlap agrees and puts a number on it, roughly 1000x from the current price so the most bullish part is that the brand new pvp game pulled in $250k of $MSFT volume and handed the treasury $100k in revenue, all inside its first 15 hours live. another great pod from al dunlap. this stuff just keeps making me more bullish on $NET. (🥅,🥅)