He took $80,000 of debt to buy crypto and lost about 70% of it. That's not the interesting part of the story.
Go to https://t.co/qmOq8xVc7a or tap the link in my bio and see the exact strategy behind everything I talk about, for a dollar.
For the record, taking on debt is not my strategy and I never told him to do it. He did his own thing, lost the majority of it, then humbled himself, started calling, and actually followed the research. Using the strategy he found multiple 100x plays, brought the portfolio back past break even, and I convinced him to pay off all the debt first. He did. Last I checked the portfolio was up over $40,000 on top of that.
And because he's a high performer, I hired him. There's another special case on the team too: put 1.2K into one of the opportunities we found, turned it into 20K in days, took it out, and paid off debt, while barely knowing how to trade.
The strategy works. The discipline is the hard part.
Follow so you catch the next move before the headlines do.
There are two types of companies: growth or rent-seeking.
Growth companies want to improve their products/services, while rent-seeking companies just want to maximize profit.
AI & robots will create jobs at growth companies and replace jobs at rent-seeking companies.
There’s a 400k welder labor shortage in the US alone and the average welder is 55 years old
@PathRobotics is training robot dogs and other general purpose robots to weld
Every institution has always run at the speed of its people. Boards, funds, governments... they moved as fast as humans could talk, argue and vote.
That ceiling is starting to come off.
Abu Dhabi is running AI on its investment committees. Corporations are using it in boardrooms. The logic is always the same... it's faster, it sees more, and it doesn't bring emotion into the decision.
Governments will hold out longest. They always do. But they'll follow, because anyone competing against an institution that runs on AI, without one of their own, simply loses.
The machines already have a seat at the table in everything but name. So the real question is what happens when we give them one for real.
5 million people could be walking past an @Auki robot every month.
From one customer. By next Christmas.
Nils Pihl, founder of Auki, was recently a guest on @The_Relay_ and shared some numbers that are worth paying attention to.
The roadmap he walked through:
▪️ 1,000 to 3,000 robots deploying by end of next year
▪️ 100,000 targeted by 2030, retail only
▪️ At least 2 new verticals next year, ~12 by 2030.
▪️ Retail alone: $10B revenue, $5.5B profit projected by 2030
▪️ Potential sizable investment in conversations to accelerate
The race for Physical AI is on. Imho Auki has a realistic shot at becoming a major part of it.
How do foreign assets become native to @Solana?
Sunrise makes them part of the ecosystem.
From tokenized stocks like $SPCX and $HOOD, to funds like $DRAM and $BOT, and commodities like $PAXG.
One by one, the world’s assets are coming onchain.
Luca Netz explains why most tokens shouldn't do buybacks
"Everyone tries to index Hyperliquid as the barometer, but crypto is such a sentiment product"
"There are tokens doing insane buybacks where if you run the P/E ratio you're like, this is a great deal. But it's such a proxy of attention and eyeballs that it actually doesn't matter"
"You buy back the token when you almost have nothing left to do. Unless you're Hyperliquid where it's programmatic and you did a huge airdrop. Otherwise, you spend the money on marketing"
The 4-year cycle says Bitcoin will bottom in October.
Bitcoin priced in gold says it may have already bottomed...back above the 20-week MA, the same move that confirmed the 2018 and 2022 lows.
Copper vs gold also bottomed.
Russell 2000 at all-time highs.
PMI expanding.
QT over, and altcoin dominance trending up with the business cycle, the same sequence as last cycle.
What if Bitcoin is mid-cycle, not late-cycle, and altcoins are getting ready to exit a 5-year bear market?
Prepare for both scenarios. But the business cycle is the engine.
Intro 00:00
The beginning 2:10
Bitcoin Gold bottom 3:00
Copper, Russell Business cycle 7:00
Altcoins and PMI 9:30
🚀 Canton Coin Sees a Massive Surge in Volume!
canton-network:native didn’t just print a trend reversal today — it continues to push higher with rapidly increasing bullish momentum, clearly reflected in the MACD.
At the same time, searches for Canton Network on X are exploding after the DTCC, in collaboration with Canton Network, launched its tokenization soft launch today.
Momentum is building fast. 📈
#CC #CantonCoin #CantonNetwork #DTCC #Tokenization #RWA #Crypto
$BOT on Solana surpassed $30M in onchain volumes in the last 7 days.
Issued by @Backpack Securities, and trading 24/7 across Solana markets, $BOT brings tokenized RoboStrategy onchain.
This is the capital of robotics! 🌁
Silicon Valley is home to so many physical AI companies that you could spend a month visiting them and still not see even 10% of them (trust me, I tried).
It took me 3x to create this map as it did to create any other. And the truth is, it's still incomplete.
Let’s see why this is the case.
So, the Bay Area is the world's leading ecosystem for robotics startups, bringing together top AI talent, top universities, experienced founders, and unmatched access to capital.
The region is anchored by Stanford University and University of California, Berkeley, two of the world's top universities for AI and robotics. They produce a constant stream of researchers, founders, and breakthrough technologies.
The Bay Area is also home to many of the companies shaping the future of robotics and AI, including @Figure_robot, @physical_int , and major AI labs such as @OpenAI.
This concentration of talent makes it easy for startups to recruit experienced engineers and collaborate with leaders in embodied AI.
Not mentioning that it is also home to leaders such as @NVIDIARobotics , whose headquarters and leadership in AI chips power much of today's robotics revolution, and @Tesla, whose work on autonomous driving and humanoid robots has created a deep pool of robotics, AI, and manufacturing talent.
Perhaps its biggest advantage is access to capital and ambition.
The Bay Area has the world's deepest network of venture capital firms, serial entrepreneurs, and technical leaders who are willing to fund bold, long-term robotics companies.
In the comments I'll post the companies from the ecosystem.
‼️ Note that Bay Area has >300 robotics companies, research labs, and innovation hubs, so this is a curated selection of the notable product companies, not an exhaustive census!
P.S. I'm constantly working on improving these maps, so if your company is missing, please DM me with basic info about the co, and I will include it in the next release.
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♻️ Join the weekly robotics newsletter, and never miss any news → https://t.co/GoA3ZuwoPB
The biggest learning from last cycle was expecing a full scale "Bull Market" to hit
This really just meant normie liqiudity flooding crypto
That never happened
Instead I think it's key to simply identify "bullish windows"
play them as individual trades with no expectation of normies rushing in at some magic moment