Pentoshi

I think this is the best writeup on $BB out there. Although, some of the price targets are a bit optimistic. The read is quite long, but it's worth it as it goes into every detail of the business and it's growth. It is also a lot of research that we've already shared, just better organized. But why I see BB has having huge upside over a several year period. You can't borrow conviction, but i think the read will help you truly understand the thesis and potential

Let's go over $BOT since there's a lot of misunderstandings around it and NAV. Why own bot? Bc you get liquid exposure to the leading robotics companies. It's essentially a bet that there will be mark appreciation from further funding rounds sometime over the next 12-18 months. *IF* you believe that happens, THEN its likely a pretty good bet. If you think Figure, apptronik, or any others raise more capital, then you essentially should see that jump in AUM. When value is created in the private rounds, it should be expressed in the public shares. Two: you aren't going to get to buy it at nav bc that implies that you are going to buy a valuati…

pov your stocks go up 50x in 12 months, then have a 4% pullback

@Evan_ss6 @MoneyPrinter0x im actually going to visit some of these companies this year to see them in person btw. Like figure.

Every. Single. Time.

Sunday night 100% strike rate

It's hard to compare robotics companies and their valuations to each other. Saying one is cheaper than the other for the most part is extremely difficult to do. Which is what I am seeing in a lot of posts. There are really big design differences, like bipedal vs fixed or general vs specialized. Which changes tam Bipedal is the hardest and a bet on generality. So the tam for this is basically saying "all of human labor" but also it means no real niche. So its a competition for all. A fixed robot has a smaller tam but is easier to defend. So we get a premium for bipedal. You can't compare it to a fixed robot. Its why you see Figure trade so …

There should be no S3 for Hype imo Jeff already gave an airdrop which today is worth 14 billion plus The team continues to give to the long term believers via the AF, which uses 99% of the revenues to buy and burn hype. The gift is, that if you believe long enough, you get rewarded over time Giving people another big airdrop worth billions, defeats the work the AF has done to date The reward should be that you believe hyperliquid will continue to grow and scale, and that that is rewarded over time bc the revenue is distributed to its holders over time That pool if anything should be given to the AF for the AF’s hard work 😆

Things to consider, look for exposure in when opportunities arise $BB physical AI safety layer $DRAM memory, robotics $BOT the physical side, private robotics companies that will all need to scale. This timeline is being sped up rapidly all 3 tie in together over the next decade and benefit each other

$BB new highs again has found a way to go up during both market weakness and strength

people can spend the better part of a year trying to call bottom on something, just to see it continue to make a new low for the duration of that period, over and over. Same with trying to call the stock market top repeatedly. what have we don't this year? We have completely avoided assets in downtrends, and traded ones in uptrends. The rewards are that we will eventually get to buy the ones in downtrends when the market structure changes. without having been exposed to all the downside. charts that are winners, tend to keep being winners, and losers, tend to keep being losers. and only stop being one when market structure actually breaks. …

$hype 11% off todays lows. Potentially forming a higher low market structure wise the fastest horse, which it has been all year https://t.co/sf40UKaPb2

one of the things i like about equities is they go up i think thats pretty neat

@DPGSpurs the other thing is hype has outperformed the entire market for the past year, and its fees have been substantial. in pretty poor conditions. what if the winner keeps winning? its been a winning strategy. which is the point ive tried to make.

This was probably one of my largest misses. Having the opportunity to invest in Figure series A. The video is worth a watch. Robotics is attempting to solve for a 59T problem that is labor. And now it’s actually beginning to scale. Its current market cap is around 200B. How early are we? We’re so early these companies don’t even trade publically yet and the robots don’t exist. It’s like buying bitcoin at $500 and maybe getting to see it run to 50k. There’s a lot of doubt around them as there is with any new tech. This is going to be incredibly obvious in hindsight. Of course it sound crazy when you say some of these companies are going to b…

@Mnt_Brry_Crnch Pump has been inconsistent on the fees. Jeff and the team had no vc's. No seed. every thing they have ever done has lead to value accrual for their holders. not even themselves. Alon, well. thats a diff story

So hyperliquid:native has been doing roughly 2m per day in fees from perps, in a bear market. However there was a change this past week that I haven't really seen covered so much and thats priority fees on orders that went live this week. Priority fees already hit over 150k in a day yesterday. Its not something you or I would use but for mm's/arb I think it's fair to assume this will be a new mechanism that will likely end up burning 250k per day in hype as it scales further. Linked a tweet that explains it better below. This 250k is on top of what they are already generating and without the 500k+ a day from aqav2 which will begin later in …

@crypto_iso More recently was mostly Hyperliquid tweets. Btw…

Wow look at them fly https://t.co/wJi6SyMH7K

There are so many positives to cover from $BB earnings that it’s just not possible to do. Massive amount of US gov contracts from military to the white. I’ll try to condense everything into this thread. The growth trajectory of BB is off the charts over the next few years https://t.co/y7uQ5puKis . . The technology doesn’t exist to cover it all unfortunately

@PhilSmith_1 @krugman87 https://t.co/m50uLPjL6u @PhilSmith_1 @krugman87 I remember bc 10 years ago I was dumb and believed his stupid targets

Imo it's so so hard to express how good some of the opportunities are that lay ahead. I want to get in a lot more detail and get into it on this. To really explain the thought process on it all. I think it's really important to cover bc we likely have some of the greatest investment opportunities of our lives ahead, that likely may exceed anything we have ever seen. But it requires a decade long view, bc scaling something like robotics isnt going to happen overnight

@krugman87 insane, also insane that these assets move this much 10-15% swings in a couple minutes

@PhilSmith_1 @krugman87 hes been in crypto for like 10 years, and he always had super wild targets for marketing purposes

everything is melting up after hours 10-15% lol

Saylor to $MSTR holders https://t.co/MiaFTA90XE

Everyone has the same job in the market Try to remain as neutral and objective as possible with the information on hand. To ride it out when right, and admit when you’re wrong as quickly as possible. And put yourself in the best position to win based off that

kinda crazy how much people online seek out people who will only give them confirmation bias. down on something you bought? Just search for anything that will confirm your bias even though your original thesis was invalidated and now you have thesis drift. people love seeing what they want to hear, not what they need to hear. the person who tells them what they need to hear from a neutral view, is of course the bad person of the two

@jellysmithrave @saylor not bearish long term on btc at all. its going to a milli one day. idk when that day is tho

idk, kinda feels like the market keeps telling @saylor he can't keep all 3 $STRC, $MSTR, and $BTC I read a great post once that it's basically the 3 body problem and it is. It feels like the right move is to euthanize STRC and just go back to buying BTC the old way all 3 holders have difference incentives and wants, he can't do all 3