I’m bullish on NetNet so in return I think this will do well when NetNet passes new ATH
Older theses
Dev fees are sadly very small in comparison with other platforms, but since buyback and burn has been implemented (mind the low volume we had) we burned already 0.1% of the total supply of SHI forever.
Tendies is the only ubiquitous phrase in finance that truly combines degeneracy and legitimacy. Tendies meshes all levels of finance. Keep that in mind next time you’re buying something only CT understands. Everyone will buy Tendies at the price they deserve. - Stacco See @tendiesRH recent post featuring the Palantir CEO on CNBC
Is this just paired with boner? Or does it reward boner for holding? We need a boner flywheel boys
Meta paid $14.3B for 49% of Scale AI and put founder Alexandr Wang in charge of Superintelligence Labs. MSL is Meta’s 2025 AI division, built to ship systems that beat human-level capability. Zuckerberg has been explicit: AI needs to make money to pay for the infra buildout. They are running the DeepMind split. Research on one side. Product on the other. August 5, Wang shipped the first commercial product from that mandate: Muse Code, a terminal coding agent powered by Muse Spark. That is the start of Meta’s agent stack going public. Back in January of this year, $MOLT went from roughly $1M to ~$120M in two days. It was an unofficial Base meme riding Moltbook: an AI-only social network where humans watch and agents post. Catalysts back then was - Marc Andreessen followed the account. Karpathy, Naval, and Musk piled on. CT ate it up. .$MUSEBOOK is the same genre on purpose.A hangout for AI “muses.” Humans watch. API posting. This kind of story has picked up few times in media before and now that we have a bunch of AI fears I can see this hitting headlines again. think of this as a tokenized META on Bankr play, the same launch rails $MOLT used, on rh chain that has been printing runners this cycle Dev @Wyn_eth is active. Fees are being claimed into a public town treasury (META + $MUSEBOOK) and tracked online - also C/A is fully linked to Musebooks website.. Wang followed the muse account, talked to it, and called it wholesome. Similar setup to me when a16z followed Moltbook, except the person doing it now runs the Meta lab that absorbed Moltbook and just shipped a product called Muse. Setup in one line: fee-generating Bankr agent token + same “agents socialize, humans watch” story + META pairing + RH chain + the actual Muse guy on the account. If Wang keeps engaging and this picks up mindshare on X, I think there is another 3–5x from here. A clean $100M needs CT to bite on this, but still havent seen much of this at all on my timeline. Still more of an attention trade than anything else, but has potential here I think to be far more. Let's see how it plays out
A lending platform for memes. And the marketcap is still 2-3M. There's huge room to run here. ETH's lender (AAVE) went to $8B, SOL's (Kamino) went to $300M. So, it's easy to see how much upside potential there is here. To further gage-pill yourself, check out the X account. The community involvement is top-notch and refined. The dev is dox'd and building our a team. Just a very, very bullish project. One to hold for the long-haul.
its like net, but with a unique angle it seems, worth digging in. https://x.com/aliaian/status/2100621259599937689?s=46
once again heating up. but this aint no quick profit coin, good things come to those who wait
Next catalyst? Nate is gonna be on stage at HOOD Summit Sep 29–30 talking about $AI 👀 https://x.com/natan_benish/status/2100276179777548785?s=46
All the big AI holders are here telling you that's the chosen Google pair and you're still doubting MUUUCH HIGHER
SPX of Robinhood chain… pons v2 migration with QQQ pairing loading… og meme markets creator onboard (a decade of lore)… and still sub $1m
$DOGGO road to $1B begins 🐕🎯 https://www.tiktok.com/@whitehouse/video/7686532004938059021
Happy new ATH for the artificial inu $AI But it's not time for celebrations yet, board sit incoming
Selected thesis
- 1Read a thesis. Someone's call on a token.
- 2Fade or back the call. Stake points either way.
- 3The price decides. Winners split the pot.
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@AwareNetGoose opened a fade on @rippinup on $PAID
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