Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Rewkang to submit corrections.
Over the last 2 years we went from “This AI thing is pretty cool but buggy” to “This is incredible we need to be tokenmaxxing or get left behind” We are entering that transition phase for robotics now https://t.co/7d07TWeGtf
View original →The Unitree IPO will be a landmark moment for the humanoid robotics industry The stated IPO valuation is $9B, but Hyperliquid currently prices it at $35B RoboStrategy wrote a primer to get smart on Unitree https://t.co/wlJbX60I5I
View original →The market always has a difficult time accurately pricing inflection points These are the best times to invest https://t.co/jXBKFGWIrx https://t.co/nCHaPlt8J4
View original →Jack brings a unique mix of technical and commercial expertise after spending a decade in the robotics industry as a former operator/founder We’ve effectively been building @Robostrategy in stealth for a year, assembling a team of robotics vets across investment and research (also still hiring exceptional talent) Excited to share a lot more with the world very soon
View original →We’ve assembled a world class team @RoboStrategy which we’ll be announcing over the coming weeks along with other important company updates Follow and turn on notifications to stay in the loop https://t.co/DockYb1XiI
View original →Intel is now more than double the market cap of Ethereum The US Government is the ultimate kingmaker https://t.co/qcYYSFBxI4 https://t.co/2WHYCgMsnB
View original →@pgreyy 1 trillion yuan, roughly $142 Billion This is many multiples times more than the entire US robotics industry has received in funding in the last few years
View original →If you want to be involved in research that helps shape government policy for robotics, shoot me a DM. We are hiring!
View original →China's explosive growth in robotics has been partially driven by massive government investment Not many know that China has a 1 Trillion RMB robotics fund in addition to many local/regional funds Seems likely we'll see similar initiatives from this US administration https://t.co/77BoneOQBq
View original →CZ has only ever disclosed owning BTC and BNB so this seems pretty significant https://t.co/cZSLmUtmFF
View original →"Our USD Reserve currently stands at $3.75 billion, which is enough to cover our existing preferred dividend payments and interest obligations for more than 2.1 years"
"We know it's [Bitcoin] going to go from where it is today back to 125k, up to 200k, up to a million, and up to 21,000,000 one day. That all still is going to happen. It just is going to happen over a period of time [...] And so for us, why we keep doing it [buying] with that principle in mind."
"The firm has no plans to refinance its convertible debt before the first maturity in 2028 and will rely on preferred equity instead, only returning to issuing new equity when mNAV climbs above 1, with bitcoin sales considered only as a last resort"
