BLW

[BLW @BLWONX]

@doeydonuts short term humanoids will be more versatile but very general purpose; cobots will be more efficient and customized for specific uses

[BLW @BLWONX]

identifying the major robotic players in china and understanding key supply chain partners of components, actuators and motors might unlock some investment alpha

from there unless you are well versed with investing in domestic mainland entities, your best option might be looking for funds who are capable of navigating these complexities

[BLW @BLWONX]

@doeydonuts good potential of full stack robots from chaebols, cobots also look interesting

[BLW @BLWONX]

@0x_Bigglesworth think its too broad and will underperform focus on china and SEA robotics supply chain

[BLW @BLWONX]

the current advancements and progress of robotics in china are mostly unseen by the rest of the world

while foreign investments into the major robotic players are mostly closed off, there remains good opportunities and arguably greater upside to invest in high level development of specific robotic components and related supply chains

[BLW @BLWONX]

@0xDamien for public markets crwv and nbis are well positioned with true demand yet to come

[BLW @BLWONX]

similar to recognizing the new wave of technology over the past decade would immensely benefit semiconductors, you are about to witness AI benefiting those positioned to provide significant compute and infrastructure to support the deployment of billions of agents

[BLW @BLWONX]

the number of running agents is primed to significantly increase in coming months, expanding to all parts of the economy other than coding

several public and private companies are well positioned to capitalize on a good fraction of this workload with strong investment potential short and long term

[BLW @BLWONX]

the best investment opportunities in AI are still in stealth, where access to these deals is half the battle

the edge in identifying good projects is understanding the gaps in data, infrastructure and tooling to separate genuine innovation from narrative driven hype

as an investor you either align yourself with individuals at the forefront of ML or funds that are properly calibrated for this

[BLW @BLWONX]

as AI continues to accelerate, the decline and replacement of traditional saas businesses and legacy fund managers, will give many opportunities for AI developers and investors

major opportunities exist to those that can identify fragmented legacy businesses and modernize them using AI

[BLW @BLWONX]

so much public sentiment was convinced for months that a top was in for gold, that btc is rangebound or that ai is hitting a wall

the real question one should be asking is what happens when the control of gold, btc and the systems to develop powerful ai are all housed under one roof

[BLW @BLWONX]

the real intersection between crypto and ai has yet to happen, but the transformative impact of ai in all aspects of human life is very real and moving rapidly

those that are able to filter the slop and gain access to legitimate ai projects and founders will unlock asymmetric upside opportunities, similar to that of crypto in its early stages

[BLW @BLWONX]

major banks allowing crypto as collateral begins the new frontier of expanding the crypto ecosystem to mainstream retail, with full marketing of crypto products and services never seen before

what starts as a major tailwind for years to come will also result in the biggest financial crisis the world has ever experienced

[BLW @BLWONX]

markets continue to be overly focused on what they perceive to be negative actions taken by china with respect to btc, to try and explain the reasons why gold has been outperforming, failing to understand that china has one major goal which is de-dollarization

rest assured that any public data estimating china's gold or btc holdings are grossly undervalued, the stakes at hand are higher than what the public understands

[BLW @BLWONX]

with gold at ath, the accumulation does not stop and will be no different for btc as it accelerates up

few understand the global politics at play that make btc much more than just a hedge or tradable asset

[BLW @BLWONX]

it should be obvious that the days of independent crypto native cex platforms are numbered, shown by majority of founders starting to head for exits via ipos, mergers or other buyout strategies - resulting in the demand and focus of dex platforms

those overly concerned with initial issues of new platforms overlook that a dedicated mascot with unlimited financial and marketing resources can quickly build a leader in the space

[BLW @BLWONX]

as more companies get regulatory clearance for tokenization following the lead of protocols like plume or maple, tradfi natives will quickly begin to find solutions that enable more asset classes to be tokenized, and scaling up off-chain to on-chain mechanics

the common denominator for these initiatives is eth

[BLW @BLWONX]

who better to lead this initiative than the largest asset manager in the world

slowly then all at once

[BLW @BLWONX]

price leads narratives and once you create enough incentives, the big boys will come

[BLW @BLWONX]

many balked at doge getting an etf
many balked at doge getting dats
many will now balk at how serious things start to become

[BLW @BLWONX]

while its rational for most investors and traders to be price sensitive, the current largest buyers of btc have little care what the price is with their only goal to accumulate as much btc as possible

[BLW @BLWONX]

with gold at ath, the accumulation does not stop and will be no different for btc as it accelerates up

few understand the global politics at play that make btc much more than just a hedge or tradable asset