A Twitter discussion about the $NET token, which has declined 84% from its August peak to $304, despite treasury growth. Analysts debate whether the token's valuation compression reflects genuine concerns about emission rates and dilution, or represents an opportunity if new revenue products and RWB V3 mechanisms succeed in supporting NAV per token.
X users discuss the rapid growth of tokenized real-world assets and stocks on blockchain, with major financial institutions like BlackRock and JPMorgan participating. Projects like Rally, HoodLock, and PTSD are launching on Robinhood Chain, while concerns emerge about token economics and sustainability in crypto markets.