Phillip Lord

CEO, Bitcoin Japan Corporation (TSE: 8105) | Investing across AI, Robotics, Digital Assets & Strategic Opportunities 🇯🇵

[Phillip Lord @philliplord1]

We are very pleased to be on the Figure Ai Journey

[Bitcoin Japan @bitcoincojp]

Today we announced @bitcoincojp’s investment in @figure_robot.

We will continue deploying capital into exceptional businesses where we believe we can create long-term shareholder value.

Disciplined. Selective. Long-term.

$8105 #AI #Japan #Robots

[Phillip Lord @philliplord1]

@aakashgupta The AI race on

“who said it’s not all about winning probably lost “

[Phillip Lord @philliplord1]

@adcock_brett @JensenHuang @NVIDIARobotics Legends

[Brett Adcock @adcock_brett]

Jensen is back in the house!!

Jensen and Nvidia have been phenomenal partners. I'm excited to be working closely together as we massively scale up this year

[Phillip Lord @philliplord1]

https://t.co/PR4V84EcDX

#spacex

[Phillip Lord @philliplord1]

@Polymarket Let’s hope not on margin :)

[Phillip Lord @philliplord1]

SpaceX reported its first quarterly results as a public company.

Q2 revenue reached $7.8 billion, up 92% year-on-year, reflecting continued growth across connectivity, launch and AI infrastructure.

Bitcoin Japan Corporation invested in SpaceX prior to its IPO, as previously disclosed.

Several publicly reported comments from Elon Musk & Management stood out:

• SpaceX is targeting a $100 billion ARR by December
• Management’s internal timeline for potentially reaching $1 trillion in annual revenue has moved to 2030
• Starship is being developed to significantly increase launch capacity and reduce the cost of access to orbit
• Starlink continues to scale its global connectivity platform
• AI cloud services and compute infrastructure are becoming an increasingly important part of the company’s growth strategy

The strategic significance is the convergence of three infrastructure layers:

Launch. Connectivity. Compute.

These are SpaceX management targets and long-term ambitions, not forecasts by Bitcoin Japan Corporation.

Our investment thesis remains focused on the potential strategic value of vertically integrated space, communications and compute infrastructure.

(Based on publicly available information. This post does not constitute investment advice)

[Phillip Lord @philliplord1]

The tokenisation of treasuries and stocks really growing fast

[The Kobeissi Letter @KobeissiLetter]

Onchain investors are piling into tokenized US Treasuries.

Total onchain Treasury funds now have a record high market cap of $16.2 billion, up +77% year-to-date.

But, why?

The growth is being driven by a surge in demand to earn a yield onchain by using US Treasury Bills as collateral.

Increasingly, users are depositing tokenized Treasuries, borrowing stablecoins against them, and deploying those stablecoins into DeFi strategies.

Using onchain platforms like Jupiter, these positions can even be "looped" through a lending program.

This looping mechanism allows users to repeatedly borrow and redeploy capital, pushing annualized yields above 10% in some cases.

In our view, tokenized Treasuries are becoming a key part of the foundation of onchain finance.

[Phillip Lord @philliplord1]

@Figure_robot is by far the best Humanoid company out there, & will help shape the next decade of physical Ai.

[Phillip Lord @philliplord1]

@LimX_Dynamics Very good

[Elon Musk @elonmusk]

AI is a supersonic tsunami

[Phillip Lord @philliplord1]

@business @davidfickling @opinion Short term, China still has leverage. Long term, these restrictions are creating competitors. History shows supply chains adapt when incentives become large enough.

[Polymarket @Polymarket]

JUST IN: SpaceX is set to report earnings for the first time as a public company on Tuesday.

[Phillip Lord @philliplord1]

@VaderResearch Arguably could be said for Bytedance $60b revenue $600b value - vs its USA peers at $2 to 5trillion. Valuation Arbitrage opportunity

[Brett Adcock @adcock_brett]

F.03 can now climb a ladder, fully autonomous

[Phillip Lord @philliplord1]

@adcock_brett @jspujji Wow

[Phillip Lord @philliplord1]

@ryuga lol

[Phillip Lord @philliplord1]

@UEFA Honestly, nothing but respect . I am a capitalist but football is for the people everyone should enjoy and felt FIFA lost the plot along the journey.

[Phillip Lord @philliplord1]

@GoogleDeepMind The hands look great

[Phillip Lord @philliplord1]

@adcock_brett Love it

[Brett Adcock @adcock_brett]

“Would you ever put a humanoid in a car to drive it?”