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SEMIrobinhood
DeFiTrader

Which one has more chances to survive? $NET or $SEMI Purely on game theory and math? SEMI and it's not close. NET is still fundamentally playing the same ohm game that failed dozens of times: print dilution on one side, pray demand outpac…
SEMIrobinhood
manuamg

Cambodian Net Net, - Paying really high rewards for staking - Their twitter account is not really big in numbers but its followed by a few big whales. - "There will be an NFT mint to commemorate this day. The day the Machine was revealed…
SEMIrobinhood
devo

OHM fork that fixes the death spiral by pausing emissions at certain thresholds
SEMIrobinhood
Atora

$Semi is backed by a semiconductor stock MU (micron) and their goal is to aquire more MU so that floor goes up There are three important mechanism to understand first one is 1. Backing by MU stock There goal is to acquire and hold more MU…
SEMIrobinhood
AKS69

Homage to Corevault but with semiconductor stock (MU) backing it.

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semivault.xyz

SEMIRobinhood
0x5f038759f6de38fd3a85c0440daff1240238bac8
Project X bio

Non-dilutive Deep Liqudity expansion protocol backed by MU. Hybrid of autonomous vault with improved mechanics of OHM. https://t.co/Rh3WajZXrj

@SemivaultxyzWebsiteRead dossier here
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The thesis

$Semi is backed by a semiconductor stock MU (micron) and their goal is to aquire more MU so that floor goes up There are three important mechanism to understand first one is 1. Backing by MU stock There goal is to acquire and hold more MU stock so that backing for SEMI goes up floor goes up 2. Staking $Semi Stake SEMI get new SEMI but this is not deflationary you send it or only release when the value of $SEMI goes up ( new watermark is achieved) For example if previous value of Semi was like $1 and it increases to 1.1$ ( new watermark ), in that case new tokens are minted and distributed to stakers. If price falls and no new watermark is achieved, there will be no minting. 3. BONDING It also offers bonding. You give MU to protocol and it give you Semi at a discount. But it has a vesting period of 24 h 4. Fees The fees from protocol goes to backing of Semi (Buying and holding MU stock) which further strengthens the floor.
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Dossier: SemiVault

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token-live · medium confidence

An OHM-style protocol on Robinhood Chain. $SEMI trades in a Uniswap v4 pool against Robinhood-issued tokenized Micron ($MU). It claims new SEMI mints only when MU backing per token sets a new 6h high, capped at 2% of supply per epoch, and that LP cannot be withdrawn. Bonding sells discounted vesting SEMI for MU said to lock into that floor.

Readout

price
$0.00562
24h vol
$114.5k
mcap
$457.0k
liquidity
$629.4k
holders
1.1k
24h
-0.4%

honeypotmint not renounced

calls on gg
5
first called at
$34.2k
since
14.28x

Last onchain reading for SEMI on robinhood, not live. gg records that someone called it, never that they were right.

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Notable

  • $SEMI is live on Robinhood Chain Uniswap v4 vs tokenized Micron; account posted CA 0x5f038759f6de38fd3a85c0440daff1240238bac8.
  • Claims emissions only when 6h window-low backing sets a new high, cap 2% of supply/epoch; account says 18 of 65 epochs minted, supply 10M to ~35M.
  • Claims contracts sealed with no owner after 2026-08-14; 5% swap fee, 2% to locked LP, 3% to a treasury that may buy other assets.
  • THE FAB is live: 10 Robinhood tokenized stocks, worst performer busted each epoch; claims 20% of debris feeds the SEMI floor.
  • Announced v2 PT/YT split of Robinhood stock-token dividend multipliers; site says contracts in audit, testnet season opening soon.

Unverified

  • No named team; X account created 2026-08-13, signup country listed as PL.
  • No public GitHub or standalone docs; contracts pointed to Blockscout only.
  • Claimed full audit on 2026-08-23; auditor and report not named or found.
  • No named backers; not the CORE Vault (cvault.finance) or Olympus teams it cites as inspiration.

Project discussion, shared with its dossier and every GG call linked to this project.

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Other theses on SEMI

DeFiTrader

Which one has more chances to survive? $NET or $SEMI Purely on game theory and math? SEMI and it's not close. NET is still fundamentally playing the same ohm game that failed dozens of times: print dilution on one side, pray demand outpaces it on the other. the only thing that changed is the wrapper (games, SDK, bonds with vesting). the core death spiral vector is untouched. at 16x NAV with no floor and no redemption, if demand dries up for even 2 weeks the premium compresses and the paper hands dump into the dilutive bleed. it's a demand-dependent flywheel with no backup parachute. SEMI actually solved the ohm death spiral at the mechanism level: - kill zone forces stakers to actively defend the floor or lose their emissions — turns the biggest liability (exit liquidity) into a defense force - floor ratchets up mechanically via tax flow + MU appreciation, independent of market sentiment - can survive zero demand for months because the floor just keeps crawling up regardless - the only way it dies is if MU goes to zero and no one defends — MU is micron, a trillion-dollar semicon company, not going to zero NET needs everything to go right to survive a month. SEMI needs nothing to go right — the math works in a bear market, sideways market, or bull market. One is a casino that needs constant foot traffic. the other is a bunker with a rising floor. SEMI is the cockroach of DeFi — no brain, no frills, just a floor that keeps rising and a kill zone that makes stakers defend it instead of run from it. market can go to zero, liquidity can dry up, apocalypse can hit, and SEMI just keeps ratcheting up in the corner off its own tax flow + MU. not the sexiest, but built to outlast everything else.

manuamg

Cambodian Net Net, - Paying really high rewards for staking - Their twitter account is not really big in numbers but its followed by a few big whales. - "There will be an NFT mint to commemorate this day. The day the Machine was revealed. The Arrival. Early holders, stakers and bonders will be assigned first copies to their addresses, the rest will mint." https://x.com/Semivaultxyz/status/2095291327084679542?s=20 Sned it

devo

OHM fork that fixes the death spiral by pausing emissions at certain thresholds

AKS69

Homage to Corevault but with semiconductor stock (MU) backing it.