Long/Run Terminal
Everything the department tracks, in one place. Market modules are wired to real providers or they are empty — there are no illustrative numbers anywhere on this page.
$LONG does not exist yet. Price, liquidity and holder data appear here once the token launches and a provider is connected.
- Network
- Robinhood Chain · Chain ID 4663
- Contract
- 0x756Bc80af765C82da966a788858d65aDF14f3793
The quote asset for LONG/RUN. An on-chain instrument representing economic exposure to the underlying security — not ordinary equity. Awaiting market and on-chain data.
Sunrun Inc. ordinary listed equity — the security the research covers, and the underlying the Stock Token references.
Awaiting a licensed market-data source. This project has no affiliation with Sunrun Inc. and quotes nothing without a licensed feed.
Published on the verify page the moment it exists.
LONG/RUN thesis monitor
Reviewed by handMillion-home installed base
The network exists at scale. This is the foundation everything else in the thesis is built on.
ConfirmedReviewed07 SEPT 2026Storage-first transition
Batteries are what make the fleet controllable, and the mix keeps shifting toward them.
ConfirmedReviewed07 SEPT 2026VPP capability
Not a concept. Distributed power plant programmes are operating and dispatching today.
ConfirmedEvidenceCalifornia DPP: 80,000+ homes, 110,000+ batteries, up to 425 MW
Reviewed07 SEPT 2026AI power-demand macro
The demand backdrop is independently documented. Confirmed as a trend, not as a benefit to any one company.
ConfirmedEvidenceData centres ~4.4% of US electricity in 2023; projected 6.7–12% by 2028
Reviewed07 SEPT 2026Hyperscaler monetisation
An announced Voltus arrangement plus a non-binding three-party framework. Real, early, and not yet material revenue.
DevelopingEvidenceVoltus arrangement announced; 16.8 GW framework is non-binding
Reviewed07 SEPT 2026Distributed AI compute
Compute nodes at homes with Sunrun energy systems. A pilot, carrying no revenue expectation.
ExperimentalReviewed07 SEPT 2026Subscriber trajectory
The network must keep compounding for the infrastructure argument to strengthen. Additions are falling.
WatchEvidenceQ2 additions 19,793 (−31% YoY); solar 174 MW (−23%); storage 332 MWh (−15%)
Reviewed07 SEPT 2026Cash generation / financial execution
Installed volumes are declining while the model still requires funding ahead of returns.
WatchEvidenceInstallation volumes down across both solar and storage in Q2 2026
Reviewed07 SEPT 2026Fee economics / LONG-RUN rewards
PAIR allocates 70% of collected LONG/RUN pool fees to the creator-directed recipient. The project is exploring ways to use a defined portion of creator-directed $RUN fee revenue for holder participation, potentially through an opt-in LONG staking mechanism. No reward system is currently active.
ExploringReviewed07 SEPT 2026Capital costs
The model depends on continuous external financing, and its cost is set entirely outside the company.
RiskReviewed07 SEPT 2026Policy environment
Incentive and tariff changes, plus California concentration, are the two things most capable of overwhelming everything above.
RiskReviewed07 SEPT 2026
Statuses describe the state of the evidence, not a view on any security. “Confirmed” means the underlying fact is reported and cited — it does not mean the thesis is proven. Nothing here is market data, a price signal, or investment advice. This table is reviewed by hand on the dates shown — it is not a live feed.
- The battery is becoming the productWhy storage changes solar from production-only to controllable energy — and why attachment rate may matter more than installation volume.07 SEPT 2026
- 80,000 homes are already acting like a power plantSunrun's California distributed power plant combines 80,000+ homes and 110,000+ batteries into up to 425 MW of peak dispatchable capacity.07 SEPT 2026
- AI doesn't need another narrative. It needs power.DOE projects data centre electricity demand rising sharply while grid interconnection takes a median of over five years. That gap is the opportunity.07 SEPT 2026
- 16.8 GW: what it is — and what it isn'tThe 16.8 GW figure is a non-binding framework spanning Sunrun, Renew Home and Tesla. It is not a Sunrun-controlled power plant.07 SEPT 2026
- Official X
- Official community
- LONG/RUN pair pageNot published
- Pair launchpadNot published
- Block explorerNot published
No price, market cap, liquidity, volume or holder figure is displayed anywhere on this site until a real data source is connected