Navi Nuggets ⚡️

Meme play

Standard Bots (port co) on track to deploy 10% of US Industrial Robots by next year https://x.com/RoboStrategy/status/2064351618829566052

Investor Day tmrw

Assuming something catastrophic does not happen in the middle east, bitcoin has likely bottomed, allowing the really good coins to fly again There's simply not a stronger coin in the market than HYPE and I think $100 is just a matter of time. Betting we revisit ATH again rather than retesting those local lows around 55. Also there's an interesting narrative around the SPCX IPO and how hyperliquid is providing the pre-ipo price discovery. If price is within a mild range of real open price it's going to be seen as a massive win for Hyperliquid. SPCX IPO is Friday.

Okayyy that's why it pamped so hard this morning https://x.com/coinbase/status/2063973364117414207

Probably more in the tank there but I had limit orders and im closed now

Hope some of you caught that. Basically when the liquidity starts getting tapped you can pretty much catch a quick momentum ride and get out on the liquidations

BOT looking good here fellas

Figure is RoboStrategy’s largest holding Figure is a private company so to get exposure you go through funds like BOT https://x.com/coinbureau/status/2063572928688476365

But more importantly, the asset tanked when Hayes publicly exited. His bear condition was because he thought US Gov would go anti-AI to help them in mid terms. Firstly that doesn’t really make sense considering that sector is driving the economy right now. Secondly, Trump now allegedly looking to invest in US AI companies. So here you have an oversold, fundamentally strong coin, on discount based on a defunct bear case. 🫳 🎲🎲

I like the R/R on NEAR here Simple logic: it’s an AI trade https://x.com/navi9000x/status/2063307613228367995

Microstrategy hit 128B at peak BOT trades at 700M today

The basic math to understand is this is like Microstrategy was to Bitcoin but for the Robotics industry, and the market is multiples higher than the valuation of Bitcoin so in theory it could be worth much, much more than Microstrategy ever was