🐧 @Pentosh1

@MoneyPrinter0x we've been covering BB and the developments since the $5's feel and done a lot of research dd feel free to talk to @crypto_condom or myself https://t.co/hr6RIfQPvZ

I dont know enough about Oust, or not enough. Tesla is going to be the best at scaling though. Can never fade elon. Figure has the best robots out there imo. And they even were in the whitehouse. big connections there Bot share issuance is accretive though. its not like they sell and take the money out, it goes on the balance sheet to further new investments The upside for bot is if these companies end up doing further raises then in theory, it would capture that.

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 be trillion dollar companies. I really feel you should put 10-20 hours into some research bc over the next decade. This is likely going to be one of the most explosive opportunities of our lives. I will definitely be talking about this more often and the various companies that are rapidly progressing bc it’s actually something I follow and am extremely excited about.

@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

@ryandcrypto every action that is taken on hype, burns hype no matter the action. every action leads to value accrual no matter what you do, including depositing stables. every click is another small burn. no matter the click

@Mnt_Brry_Crnch bc its not the same at all. Apples to oranges. 99% of revenue goes into hype. Pump has big, fat, VC unlocks in a month. So it gets a forward discount

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 the year. Combined = 750k+ a day of new buys, daily. In any given day, that's not a big deal. It would be like working out and expecting to see results that day. The effects are time based, you see the gains in the price appreciation over a year. Just like building muscle. Hype continues to find ways to generate more profits, that aren't all tied into crypto. For example, most these fees likely came from the tradfi side for spcx trading in terms of priority fees.

@crypto_iso More recently was mostly Hyperliquid tweets. Btw…

@crypto_iso Why do you care? Why does someone tweet so much about Solana? Or Hyperliquid? I’m it trading the index.

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 https://t.co/k13UXFyzrV

Saylor to $MSTR holders

@TheFlowHorse He bought that 1m after selling 12m of MSTR lmao 🤣

@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

@saylor @Strategy sir, it's clear you can't keep all 3 STRC, BTC, and MSTR. One has to go. The market is telling you that. Get rid of STRC, and right the ship, get things back on the right track without the degeneracy

people have been buying the lows for almost a year fwiw. there hasnt been one yet. If I were to really, really invest here again which I will. I'd rather pay the small price of seeing a reclaim from a technical level. then try to knife catch. pay a small price to get in a trend and capture the meat of the move. otherwise, it makes no sense to me. for all i know we could still have time capitulation ahead. if this bases out. (idk) i think its better to just go where the money is. I for example only traded and shared HYPE this year, and 3 btc trades which luckily were profitable. hype is where the money was in crypto. outside of that. all stocks. i can come right back here without having stayed and make it just as easily without having been raped over and over

RT @crypto_condom: If you believe that @nvidia will have a meaningful role in robotics development, you should be adding $BB to your portfo…

$BB + $1 since this post. I have kept the "free shares" and added them to my core position So far have been able to accumulate 20k free shares on top of the original position without bringing up my original cost basis through buying the recent dips and selling those portions higher. Original cost basis 5.79 Now 5.8 (with +20k shares)

@krugman87 to be fair, Tom Lee doesnt actually care about eth, or his share holders or anyone but Tom Lee. He cares about getting paid. He has always been a bit that way, even back in 2017. He's just a marketer. Nothing more

$BB Directly mentioned in NVDA's last report btw. Good thread below. There will eventually be more robots than humans (just not all in the human shape and form) So they have government contract, defense contracts, NVDA's AI safety layer, medical robots, strong balance sheet I'm less interested in this weeks earnings and more interested in what they have to say about the future

id also rather mstr just operated without leverage it would solve everything imo

@0xn4te sol marketcap vs price

You could have said the same for Sol a year and a half in. Hype is still in its infancy. If you compared at the same points in time for each. Then it looks a bit different. You may find some existing tradfi companies use HL in the future in the backend pending CFTC for perps. Which makes it a lot more valuable. Or maybe that approval kills it. Idk. Not to mention revenue is growing and it’s not fully depending on perps. Yield from treasuries will add 500k per day soon to buybacks. It’d be like saying investing in binance was bad bc it’s just an exchange. In terms of FDV. The community bucket is unlikely to ever hit the market. What’s solanas FDV? It’s infinite. It’s growing at 1.8B a year even at these prices of new supply. There’s really not much incentive to hold sol itself outside of short term speculation If you look at the sol marketcap ath it basically 2x 2021 while price hit the 21 levels. Hype made a new all time high in price by far But marketcap was the same as the prev marketcap. There’s actual value accrual to the holders. Do I expect a 10x for either? No. Those days are gone. Do I think they should be compared? No. Sol and hype are two different things.

$BB first order got filled at the open and added 25,000 shares to my position Have some lower but not sure they will get filled since it just went up 6% from the open. Plan remains the same. However I might be 1 quarter too early on my thesis. Where I think looking at the timing of recent comments it’s going to be the current Q we see the big results vs q1.

@trading_axe @blknoiz06 I shoulda kept my peng lol I sold in the 40’s 😭 I’ll have to find a place to get back in