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.

Shareholders, The NetNet Capital Management Treasury has exceeded a value of $29,000,000. Almost 90 days in, and we've delivered over 20 unique on-chain experiences, all with the sole goal of driving revenue to our treasury. The next 90 days to be far better than the former. More Soon.

The NetNet Capital Management Treasury just bought 700 NET over the last 2 hours, more buys incoming shortly.

Shareholders, The NetNet Capital Management Treasury has eclipsed a value of $25,000,000. NetNet opened on July 17 with $0, and last week the Treasury took in ~$540,000 a day. RW-PLAY has taken more than $1M in wagers, and the newest desks are busy. THE BOOK wrote 188 bets in its first week. Predict traded $141,000 through two series. NET ADVANCE paid $383,000 to 196 wallets in three days. We are just getting started. More Soon.

Shareholders, NetNet Capital Management has entered a strategic partnership with @OlympusDAO and @origami_fi . Olympus is adding wsNET/hOHM liquidity. NetNet will open hOHM bonding, hold hOHM in the treasury alongside USDG, and route unloop exits through the pool. More Soon

Shareholders, Quick RW-Play Update: Subway Runner, The BoardRoom, and Dial Up have combined for: - 40,418 Plays - $935,000 in total volume - $527,000 paid out to winners The treasury has grown by $9,000,000 since the launch of Subway Runner. We've contributed 14,071 Fills to @rialto_xyz over this time period as well. NetNet is creating first time equity buyers at a rate never before seen. The top of funnel for portfolio building starts with us. More Soon.

Shareholders, Are you ready for what comes next? (🥅,🥅)

Shareholders, The RWA Sleeve of the NetNet Capital Management Treasury has sat idle since inception. Those days are done. We will now utilize our assets to grow the treasury in new ways. All tokenized stocks will flow through NetNet Rails. More Soon.

Equity markets are now live on Dial Up. One Million X Leverage on some of your favorite stocks.