Grail.eth

What's this chart called?

Touched 7M, or a ~60x return at this point.

The robinhood:0xacc8de336f5d2366fa7334383d8fab73499f582a chart is liquid fire.

Team @forevercultfund knows how to launch out fire.

Looks like the @forevercultfund Founder's NFT mint was a real fucking cook.

Given the NFTs are soulbound and it's unclear what role the NFT will play, if any, this seems like a pure token play.

You basically had access to a token presale. It will be interesting if the NFT has future utility and becomes tradable—that could be a big additional cook if so.

Each ~100 USD turned into a $3000 robinhood:0xacc8de336f5d2366fa7334383d8fab73499f582a token claim for ~30x in the middle of a market crash.

Right now, it's sitting at about 28x with a ~3.1M market cap.

Impressive work. I really haven't seen an NFT mint like this cook in many years.

These days, squeezing out just a mere 30% on an NFT mint is a wild success. Grabbing 3-5x would be insane, and 10x puts you in the top .01% here.

Clearly, the team's experience building solid Arbitrum infra (the first Arbitrum DEX), building out multiple projects with 50-100M+ caps, and the strong AI narrative angle are capturing real attention right now.

I believe Camelot Token ($GRAIL—the irony of the name) was one of his previous efforts, and that token hit between $30M and ~50M multiple times over a 24-month period between 2023 and 2025.

Nice to see something cook this hard in this market. I suspect we'll see a bunch more 'NFT' mints that follow the same playbook as a host of copycats try to replicate the FOREVER success.

This usually does not work out, though, especially given market conditions and thin liquidity. Likely to get burned hard on a rug. I personally won't be minting any more NFTs in this market.

Ofc the FOREVER project hasn't launched yet, so this market cap is either the start of a potential massive run (market conditions allowing) if the product is actually impressive, or this is a speculative top.

I want to see where this goes, though, and based on the dev's previous experience and projects, I'm holding. It's rare these days to see an actual dev with a successful history build something.

99% of the projects now are just vibe-coded AI slop projects with undoxxed devs. So finding something that's not is a real gem these days. Hoping this one brings something new and substantial to the table when it launches. Based on the founder's history, there is a chance of that at least.

I've only minted 3 NFTs in the past 12 months.

1/ @standard_rsv (19 Deeds)
2/ @YieldFields_RH (2 charters + 20 branches)
3/@forevercultfund Founding Member NFT

500 of these Founding Member NFTs minted with .08% of the token supply each, for 40% of the entire $FOREVER total supply for 045e each (~100 USD) which was about a 160k MC. The token launched at 200k MC but jumped right away to 2M+.

Peak was 16x, and right now $FOREVER is sitting at about a 1.7M cap or around a 10x.

Quite the cook, even in these bearish market conditions.

After getting roasted on NFTs the past few years, I told myself I'd stay away from them, but here I am, on my third NFT ecosystem mint. Guess I'm a sucker for strong-utility NFT ecosystems with experimental finance mechanisms. But what can I say, some of the most interesting finance seems to involve some kind of utility NFT.

Standard RSV is one of the most interesting financial projects on RH (I think it could be a big runner if we get a RHC round 2 bull), and Yeild Fields is shaping up to be one of the most interesting Web3 games when it launches next week.

And @forevercultfund looks like a pretty wild agentic financial experiment (a decentralized autonomous AI agent fund), with legit devs behind it who have been building for a while. It feels like the kind of narrative project that could do well if the dev ships real products that raise eyebrows.

A lot of very interesting directions this could go. The first thing that came to mind when I read up on this was Standard RSV married to (a legit) AI16z. Caught my interest because of this, and some of the devs who worked on it are legit.

Not sure where it ultimately goes, and by no means a shill here for the project.

I went in because I feel this could be an interesting cook if @0xMontBlanc spins some novel agentic financial experiments from it. TBD, but I'm optimistic so far. And so far, the token chart is beautiful.

Now I'm looking forward to the actual product and how things tie together.

Been part of the @onchainheroes ecosystem since the start. Whaled into it and played Seasons 1 and 2.

Web3 Gaming has been absolutely trashed, but @Skarly is one of the few gaming founders who have carried the torch for onchain gaming and have consistently done right by their holders.

Collected 11 Ringbearers, ~150 Heroes, and a ton of mythic weapons, armor, materials, and other gear (peaking at ~200k USD worth of ecosystem assets).

Ringbearers give you 1 GTD mint spot in @YieldFields_RH and are trading at 1.2e right now.

My stake in OCH has yielded 14 GTD spots in the mint, which would cost about ~17e (40k) worth of Ringbearer NFTs. I'm going to mint all my deeds and participate in the new game.

@YieldFields_RH, Skarly's new onchain game, is minting in a few days and looks like one of the most interesting onchain games to come out in the past few years, especially given Skarly's previous game.

Onchain Heroes assets went pretty crazy at the first mint, and it looks like YF takes a lot of OCH's lessons and improves on them. The market is in the shitter right now, and RHC liquidity has retreated, but I still think this game will see a lot of demand. Deeds could be worth multiple ETH if the ecosystem plays out as designed.

The deed assets give you a real stake in the ecosystem, since each deed is a limited factory NFT that produces items farmers/players need to optimize their yields.

The economy and NFT design seem to have taken some lessons from @standard_rsv (I believe @0xbeans helped Skarly with the game ecosystem/tokenomics): every deed is backed by ETH from the mint/trading fees locked into the deed NFT, which must be burned to claim. Multiple buildings can be built on the deed, which are sellable on the market and highly needed for the economy.

Basically, the deeds will be highly useful, earn from the economy, and be highly sought after. Obviously, it's a bet on Yeild Fields and Skarly making this work, but it's a bet I will make. It's also going to be fucking fun, which matters just as much.

This could be highly profitable, or just profitable, or maybe not at all. But it's going to be fun, and I want to have fun. So I'm going to play the game rather than take an early exit here.

A side note:

Given that @AbstractChain basically soft-rugged every developer who built on them and used XP as a fake carrot-on-a-stick to incentivize volume and liquidity, all Abstract assets are pretty much fucked. As someone who had a ton of XP (made entirely from participating in OCH, not farming), it sucks to see Abstract basically pull the same playbook @PirateNationFDN did with POP points. @LucaNetz made what was probably the right business decision (and closing the chain down was the right call here), but it wasn't moral, given the stream of false promises that had thousands of suckers spend money to support the chain.

I don't think Luca will recover his reputation from this, given how it's been handled. The amount of toxicity around all IP assets now tied to Luca is high.

Sad state to see.

What does this mean for OCH?

OCH basically saved Abstract at the start as the only app that actually gave volume. Even after Abstract went to shit by mid 2025 and the team started fucking around, OCH kept giving most of the real volume to the chain. I'm glad to see OCH and Skarly move all future developments off Abstract. So that's good news here.

Unfortunately, Onchain Heroes assets were all on Abstract.

The good news is that it looks like there is going to be some kind of bridge for OCH assets to be 'burned' into a single unified NFT collection that is going to have some form of ownership/stake in Skarly's gaming studio or future games. I guess that means all OCH assets, like Heroes, armor, weapons, and the like, will be convertible via a burn into a new ecosystem NFT or token (ERC-404), which will clean up the ecosystem quite a bit. Going to be interesting to see and I think a very positive direction for the holders and team.

Bought a couple @standard_rsv charters during the mint / public sale a couple of weeks ago, and after a week of thinking about it, decided to max them both out.

Love me a good ol' ponzi and the hopium of a year's forecasted earnings.

Currently, a 10-branch charter bank gives you ~550 USD per day in robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 (~.25c) or ~200,000 USD per year.

So on paper, I'm going to make $400k with two fully maxed out banks.

Ofc this is pure hopium right now—the project needs to find sustainability.

Can they do it? I don't know, but I have about $400,000 reasons to hope they do!

The boy inside me who just wants to sit at a beach and retire by just printing from my NFT banks dreams of this being so.

But alas, we have a long way to go before this is a reality. If it can be a reality.

CT moved on after a few days post-TGE, and the initial hype kind of petered out, but the team has been shipping. This actually had me looking more closely at it. I find that when CT goes quiet, that's probably the best time to buy into something, as you are not chasing a pump, but buying in before the hype comes back.

I think that's partly because the charters are (currently) soulbound, and the price of entry is about ~15,000 USD to buy one of the 2 daily charter auctions. Most people are sidelined here as the banks are simply too expensive for 99%.

I have a feeling though this could get wildly crazy over the coming months. The bull case is the project converts itself into a sort of decentralized reserve bank. If so, holding a bank charter could be a literal money printer.

Of course, it could (and likely will, given how difficult it is) fail and the token collapses. But it could get pretty wild before the end. I'm in it to see what's happening, and I'm considering buying 1 or 2 more charters here on that bet.

The overall mechanics of Standard Reserve are quite interesting, with various levers designed to create a deflationary ecosystem and earn yeild outside of token inflation (the end goal being a sort of decentralized banking vault where the liquidity can be used for stocks, with banks earning fees from this).

So far, the token mechanics are (for now) working: token price has stabilized, twice-daily single-bank-branch auctions are selling at close to ~5.5 ETH. The demand seems to be there to get into the ecosystem, for those rich enough to afford the entry ticket.

Current cost for a 10-branch bank:

-5.5e (1 charter via auction) = $15,000
-10 branches x $ 8,400 (STANDARD = $21,000

= $36,000

Payback for full bank + 10 branches is about 67 days, assuming the current token prices, bank output, branch costs, and charter costs.

Obviously, things will change here drastically. Bank branches seem to be rising 10-20% per week in the auctions. Token and charter prices could rise or fall depending on what additions the team brings. At some point, the charters and the branches will level off, and the price will stabilize or come down. But when that happens, that's not yet clear. You either buy in now and increase your coin output, or bet on the token price and/or the branches + charter drop.

And there's still a lot more updates coming to make this ecosystem even more interesting (and sustainable).

The point is to create a reserve bank, with the reserves used to earn fees and drive that value back to token and bank holders (by becoming the stock liquidity engine). That has not even been turned on yet; keep this in mind. If it works, the project could shift from a Ponzi to something more like a decentralized bank with OHM-style levers.

What we have now works for now, but we need much more to make it sustainable and interesting for existing holders and more accessible for new holders.

My guess is we'll see much more utility for the charters + branches, making it worth holding the token and as many banks + branches as you can.

1/ S bill staking (stake tokens for yeild which comes from token trading fees, staking penalty fees, reserve buybacks with other revenues -- all via an auction mechanic where you set your own expected APY)

2/ Stock liquidity (end game) bringing actual revenues to the protocol, which will feed back to the token AND, I presume, to bank holders.

3/ Future mechanics?

Right now it's a very closed ecosystem, with few ways for new participants to enter.

Charters for now are soulbound (I think we'll open them up to be tradable in a controlled way later). The only way to extract your coins is by spending them on more bank branches OR by closing a branch to extract the robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 locked into that branch.

You will pay a fee, and you'll lose the branch and its earning potential, which at current values is about $2100. So unless you have MORE coins than the value of the branch, it's not worth burning your branch, which keeps the tokens locked into a sort of hard staking.

A buy-in of ~15k for the charter and 21k for 10 branches (to max out your bank earnings) is too high. So we need to lower the barrier and make it accessible.

One idea here could be to introduce a franchise mechanic where each bank could 'license' some kind of limited number of franchise licenses per charter, using an auction mechanic, which allows cheaper mini branches to be leased with some earning mechanic. I haven't thought this through, but opening the gates to let smaller investors join would be a good thing.

Overall, I'm enjoying this game.

It's wildly experimental and risky. I'm not going to say this is anything but a Ponzi right now, but with the deflationary mechanisms, s-bill revenues back to the token, and the stock liquidity (actual revenues captured with the treasury reserves), this is a very interesting ecosystem.

I don't know...I have a feeling this could really go pretty crazy over the coming months and do some insane numbers.

We'll see, but I'm considering buying a few more Charters on that bet.

I can't recommend anyone new buying into the ecosystem for the ~$36,000 entry ticket to gain exposure. Only those with the capital and risk appetite should consider it. And buying the token only makes sense right now if you are expecting a short-term trade. You are better off holding the NFTs here for the long term.

But I have a feeling there will be other ways to join the ecosystem besides just buying the token.

Definitely an ecosystem to watch, especially if the token and charters show stability over the coming weeks.