I've seen this shit repeated and it's just not true
Currently $BOT is trading at a 5x Premium to NAV, you're effectively paying $705M for a company with $140 worth of assets
I have their RoboStrategy - Semi Annual Report 02.28.2026.pdf which they conveniently removed from their Official website, was hosted on investor-relations page which has now been deleted.
And it says the fair value is "measured determined on the most recent financing round", so all those assets are already priced at their latest round
I wonder why this PDF was conveniently removed from their website?
Also most of these companies are actually trading at a discount on secondary platforms right now (ie: Figure last round was at $40B and it's trading at $30-35B on secondaries), which would put the premium even slightly higher compared to that latest report.
So unless they deliberately deceived investors with a fake report, $BOT is trading at a 5x Premium to NAV
Is @zinc_cash rugging their investors? 👇
That's a pretty serious accusation, so let's dive into it.
There's a live proposal on @MetaDAOProject from the @zinc_cash team to take the ZKFG private.
What's ZKFG, and what does Zinc have to do with it?
MetaDAO ZKFG token raise has been funding the @zinc_cash team for 10 months while they were silently building Zinc. (proof in the first reply)
The original idea they got funded for (ZK SOL) was a flop.
And that's fine; startups try things, and when they fail, they often pivot.
But then they pivoted to Zinc, and found a PMF, and decided to... rug the investors?
As per Zinc's website, 1% of all SOL volume (10% of 10% protocol fee) should go back to ZKFG treasury (see screenshot), but that NEVER happened. (proof in the first reply)
So instead of giving $5.5 m — $55m back to investors (math explained below), they decided to keep silent and try to buy back their investors for peanuts, rather than return some meaningful value to them? 👇
MOST PEOPLE HAVE NO IDEA HOW GOOD OF AN INVESTOR GOOGLE IS
6% OF SPACEX
14% OF ANTHROPIC
75% OF WAYMO
$900M INTO SPACEX IN 2015 →
NOW WORTH $115B
$13B INTO ANTHROPIC → NOW WORTH $140B
WAYMO JUST RAISED $16B AT A $126B VALUATION → GOOGLE’S STAKE WORTH ~$95B.
THOSE THREE BETS ALONE ARE WORTH OVER $350B AND THEY HAVE 100’S MORE SMALLER ONES $GOOGL
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: https://t.co/bwn0sximKZ
the real unlock with tokenized RWAs isn't trading them. it's using them as collateral. borrow against your t-bill, deploy that liquidity into yield. the asset keeps earning, you get capital efficiency on top.
tradfi calls this repo. we're just doing it onchain now. and fully accessible.
pump fun just launched a bounty system: pay anyone to do anything.
except this is literally just daremarket. and given what people already do on streams for money, bounty system is WILD.
also checked the bounties and submissions: every single proof of completion can be faked with AI. no idea how they plan to verify anything at scale.
Introducing pump fun GO: Pay ANYONE to do ANYTHING
Create & complete bounties for ANY task and leverage the power of humans & money across the globe
The world is at your fingertips. It’s time to GO 👇
I'll make a semi-srs post just because I know the majority of the people here are no longer 'real traders' [whatever that even means anymore - SOL memecoin gambling vs perp trading I guess].
Price doesn't sell off so orderly without there being some sort of "incentive" or reason behind it, whether it's news-driven [Saylor and his bs], real time capitulation [quantum FUD bs] or targeted mass liquidations etc.
You have to think, wouldn't "capitulation" or "mass liquidations" already have happened during the 10/10 nuke, or perhaps half a year+ after?
So what is the cause?
What's spooked the market this hard?
The answer is FUCK ALL.
The game is rigged.
Look, we enter a new month - June, and then it SUDDENLY starts.
Who waits for the timing of a new month?
What is so "special" about a man-made construct of a new month in relation to crypto prices?
I'll explain why it's rigged.
BTC normally sells off, alts nuke right?
Is it not odd that BTC is selling off THIS hard and now, miraculously, some alts are holding up?
You know why?
Because it's just one big casino and CEXs are black boxes with price oracles feeding us bullshit, orderbooks are all fake and gay.
LIT sold off and chopped brutally since TGE and now suddenly, when BTC is nuking, it's the "strongest coin" and holding up.
Do you think everyone is "fleeing" to LIT?
Again, no.
It's all organized and purposeful.
If there were so many sellers beforehand, why did they SUDDENLY stop now when they have a greater reason to continue with aggressive BTC weakness?
What I'm getting at is this: you control and know fuck all in this crypto game.
Everything is designed to make you think you know what is what, but it's all a major psyop and the Rothschild of Crypto determine what runs, when it runs and how it runs.
Your only job is to hold [hopefully good coins - questionable] and ignore every PSYOP thrown your way.
When the Rothschild of Crypto [AKA exchange owners] want to "flip the switch" and liaise with these shitcoin founders to pump prices, they will do it when you least expect it.
Just like now - with BTC dumping and "some alts" going up.
There's a reason why HYPE independently pumped too,
Yes it's great and all...
But also because it was not contingent on the Rothschild of Crypto to manipulate the pricing and make it go up.
It was "set free" by being a complete outlier [decentralized coin].
Similar to XMR, without being listed on CEXs, still performing well.
This will go over a lot of your heads because you still think this game is real so I'll prob delete,
But take a screenshot of it and learn the blueprint of this casino.
The same way PumpFun and other SOL casinos could pump memecoins, the same exact way CEXs have a chokehold on everything - from majors to alts.
They can send this MUCH lower than you'd EVER anticipate just to make you sell everything directly to them.
~ Dr. Axius.
🚨 Community alert:
Blockaid's exploit detection system has identified an on-going exploit on the @veruscoin Verus-Ethereum Bridge (https://t.co/HEwYZqFEfC).
~$11.58M drained so far.
More details in🧵
I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States.
Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.
X finally shipped sth actually gud after a long time. tickers now show charts directly inside posts.
but what happens when you add too many tickers in one tweet?
bitcoin:native ethereum:native $TSLA $NVDA $GOLD $GOOG