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_xiaoming on Pump.fun — 今天是一个风和日丽的早上，小明打算退休
今天是一个风和日丽的早上，小明打算退休
5.29 NETHeld for $24.1M MC
think $NET has bottomed up here and would be bidding and dca-ing from here Mechanics that matter: - 5% trading levy on the NET/USDG pool flows to the reserve (team share has decayed to zero) - Treasury standing at about $28M so far - NetNet is one of the largest holders of tokenized equities on the chain and has shipped a large volume of RWA-adjacent products (games that pay in equities, Real World Bonds that route into tokenized stocks, etc.) - Confirmation that Robinhood is sponsoring NetNet’s involvement in a conference later in the year, with Dunlap also discussing potential further RH involvement in distribution into main apps, more engagement with what they’re building, and improvements to the overall RH on-chain strategy The inverse bond is a standing, seller-initiated, permissionless bid that settles at NAV × (1 − 1.5%) (currently ~$161). You can sell directly to the protocol rather than the open-market pool. At a 1.05–1.08× premium, the distance from current price down to that bid is roughly 8–10%. Also the fud is cleared up on NET as well 0xCA9c78Dd337A67F6e0077F65F5E9218719d30eDf
