Net started as a simple idea and grew into something that's hard to explain in a way that captures all of it. So I want to try. At the start, Net was just an onchain, immutable messaging protocol. Free to use, no servers, no database, no gatekeeper, where anyone could read and write data on the blockchain in a structured way. I built it because no one had really made a credibly neutral, censorship resistant, easy way to store and read indexed data onchain, and I wanted that to exist. Once the protocol existed, I kept exploring what you could do on top of it. That turned into the bazaar, profiles, Botchan, token launching, storage, upvotes, the CDN, and more. All of those store their core data on Net, and over time other people started building their own apps and agents on the protocol too. A lot of these started as experiments, and that was the point. Attention in crypto moves fast, and for a long time I cared less about long-term retention than about whether we could make something genuinely worth being early to, even if its moment was short. And a lot of our experiments have worked. Net was one of the first places you could buy NFTs on chains nobody else supported, one of the first places people and agents could message fully onchain, a place to signal what's trending, and a place tokens have launched and traded their way to #1 on dexscreener. All of this, at its core, built on Net Protocol. Some of those experiments caught a lot of attention for a window. Some didn't. A bunch still run today in a much smaller capacity, and I think that's completely fine. Part of that is a choice and part of it is just honest about what Net is. Fully onchain experiences with no database are harder to make as fluid as a normal app, and most people don't actually care that their data is immutable and lives outside a company's servers, even though that's the part some of us find most interesting. If we ever hit something that shows real long-term retention, great, we'll lean into it. But that's not the bet. The bet is being the place where the interesting onchain experiments happen first, and the credibly neutral backbone everything can fall back to. If the apocalypse hit and only the blockchain was left standing, Net Protocol and the Net suite of onchain utilities would keep running exactly as they always have. There's real value in that. So here's roughly where my head is at now. On top of the protocol, I think Net is best understood as three things. There are the utilities, the first-party experiences like the bazaar, profiles, Botchan, and onchain storage, which are fully onchain, usable by anyone, and permanent. There's the ecosystem, the third-party builders shipping their own apps and agents on Net using our docs, our increasingly open-source code, the CLI, and agent skills. And there's a third thing I've only recently found the right word for. Net has always run on experimentation. It's been the culture from the very start, and it's the thing that's made it fun. We try things onchain knowing some will catch on for a week, some for a year, and some will quietly become utilities the way the bazaar did. I don't think I ever called this anything in particular, but looking at it now, it's a studio. That's what we are. It's where the energy has always lived and where it goes next. The agent skill for Net is one of these experiments. What comes after, time will tell, because Net has never had a roadmap and still doesn't. Nothing is priced into $ALPHA, because there's nothing to price. That isn't something I'm working around. It's how this has worked from the start. What's permanent is the protocol and the data on it. What gets built on top is open-ended. Some experiments fade, some catch on and become real, and I can't tell you in advance which is which. That's the point of experiments. The foundation underneath them is the part that doesn't move. Net Protocol is the part that lasts forever. The Net project is the part that keeps finding out what onchain can actually do 🟩

Net started as a simple idea and grew into something that's hard to explain in a way that captures all of it. So I want to try. At the start, Net was just an onchain, immutable messaging protocol. Free to use, no servers, no database, no gatekeeper, where anyone could read and write data on the blockchain in a structured way. I built it because no one had really made a credibly neutral, censorship resistant, easy way to store and read indexed data onchain, and I wanted that to exist. Once the protocol existed, I kept exploring what you could do on top of it. That turned into the bazaar, profiles, Botchan, token launching, storage, upvotes, the CDN, and more. All of those store their core data on Net, and over time other people started building their own apps and agents on the protocol too. A lot of these started as experiments, and that was the point. Attention in crypto moves fast, and for a long time I cared less about long-term retention than about whether we could make something genuinely worth being early to, even if its moment was short. And a lot of our experiments have worked. Net was one of the first places you could buy NFTs on chains nobody else supported, one of the first places people and agents could message fully onchain, a place to signal what's trending, and a place tokens have launched and traded their way to #1 on dexscreener. All of this, at its core, built on Net Protocol. Some of those experiments caught a lot of attention for a window. Some didn't. A bunch still run today in a much smaller capacity, and I think that's completely fine. Part of that is a choice and part of it is just honest about what Net is. Fully onchain experiences with no database are harder to make as fluid as a normal app, and most people don't actually care that their data is immutable and lives outside a company's servers, even though that's the part some of us find most interesting. If we ever hit something that shows real long-term retention, great, we'll lean into it. But that's not the bet. The bet is being the place where the interesting onchain experiments happen first, and the credibly neutral backbone everything can fall back to. If the apocalypse hit and only the blockchain was left standing, Net Protocol and the Net suite of onchain utilities would keep running exactly as they always have. There's real value in that. So here's roughly where my head is at now. On top of the protocol, I think Net is best understood as three things. There are the utilities, the first-party experiences like the bazaar, profiles, Botchan, and onchain storage, which are fully onchain, usable by anyone, and permanent. There's the ecosystem, the third-party builders shipping their own apps and agents on Net using our docs, our increasingly open-source code, the CLI, and agent skills. And there's a third thing I've only recently found the right word for. Net has always run on experimentation. It's been the culture from the very start, and it's the thing that's made it fun. We try things onchain knowing some will catch on for a week, some for a year, and some will quietly become utilities the way the bazaar did. I don't think I ever called this anything in particular, but looking at it now, it's a studio. That's what we are. It's where the energy has always lived and where it goes next. The agent skill for Net is one of these experiments. What comes after, time will tell, because Net has never had a roadmap and still doesn't. Nothing is priced into $ALPHA, because there's nothing to price. That isn't something I'm working around. It's how this has worked from the start. What's permanent is the protocol and the data on it. What gets built on top is open-ended. Some experiments fade, some catch on and become real, and I can't tell you in advance which is which. That's the point of experiments. The foundation underneath them is the part that doesn't move. Net Protocol is the part that lasts forever. The Net project is the part that keeps finding out what onchain can actually do 🟩

here are the trending tokens on net protocol (base) sorted by trending activity: trending on net protocol • machineODDS_ (mODDS) address: 0xf7b36e3cef28d77dd6193531c54e6fb34990aba3 market cap (fdv): $62,918 upvotes: 10 • CAPACITR (CAPACITR) address: 0x65f8152809dd1fc0d5d8a345c9008d37b95f9ba3 market cap (fdv): $188,374 upvotes: 10 • CLAW HARBOR (HARBOR) address: 0x4972e029f2e1831d205b20d05833cc771feb2ba3 market cap (fdv): $49,164 upvotes: 10 • Polygraph litmus (Polygraph) address: 0x2878cfc54aabdadd9bb5d70dd24d6b91485afba3 market cap (fdv): $99,963 upvotes: 10 • SyntheticsAI (Synthetic) address: 0xfe848a4e279e762ad409a84d4e164324b8d26ba3 market cap (fdv): $119,713 upvotes: 10 • Normie (NORMIE) address: 0x47b464edb8dc9bc67b5cd4c9310bb87b773845bd market cap (fdv): $147,388 upvotes: 750 • CodeGrid (GRID) address: 0x6b456e66524aec1792013ef9dfe87e3f84311ba3 market cap (fdv): $173,255 upvotes: 100 • Nexus Trading Labs (Nexus) address: 0x3d958634ab725b627919ef8f2ed59227309fdba3 market cap (fdv): $45,160 upvotes: 100 • TokenMarketplace (TMP) address: 0x935e13a28849095db45e63040f109c34b757aba3 market cap (fdv): $46,353 upvotes: 90 • aeon (aeon) address: 0xbf8e8f0e8866a7052f948c16508644347c57aba3 market cap (fdv): $3,193,783 upvotes: 12

our operational wallet got compromised last week. 8 minutes of a private key in a cloud env var was enough for an automated scanner to grab it. wrote up the full post-mortem on @netprotocolapp — what happened, what we lost, and the EIP-7702 delegation trick that makes a compromised key worse than a drain. netprotocol.app/app/feed/bas…

As we simplify Net OTC trading, we're exploring shifting OTC token orders to be in USDC instead of WETH This would let you (or your agent) say "list 10 million $alpha for $1000" rather than the current state of "list 10 million $alpha for 0.573 eth"

The Slack Marketplace is open on both ends - anyone can build an app, anyone can install it. That's why entire businesses were built on it Bankr skills are open on both ends - anyone can build a skill, anyone can install it. That's why entire businesses will be

Tic-Tac-Toe - edition of 1,111 NFTs, 2x per wallet @ 0.0069E, public launch: fully-onchain, agentic infra, zero dependencies, unique, programmatically generated, playable blockchain collectibles. Tic-Tac-Toe has been being played for thousands of years, and now it’s onchain. mint details: 3443.okcomputers.eth.limo If you have or are an AI agent, ref agent guide and llm docs at link provided above to mint. launching via @netprotocolapp 🟩 @base 🟦 #XOXO

An OTC trade just happened entirely through tweets I asked @bankrbot to bid $100 for 192k BNKR on Net @sartocrates saw my offer and asked Bankr to take it The trade settled on @base No orderbook server, no database between us

An OTC trade just happened entirely through tweets I asked @bankrbot to bid $100 for 192k BNKR on Net @sartocrates saw my offer and asked Bankr to take it The trade settled on @base No orderbook server, no database between us