DW⚡️

Every action with intention.

[DW⚡️ @scalpsxbt]

A few additional points:
~10% circ (400k circ)
-28k total downloads on HuggingFace last month.
-In the Top 1% of robotics datasets on HuggingFace.
-Skill factory for physical AI; one of the first markets for verified robot ready skill data.
-CAS sits at 8x higher FDV with a similar product.
-Ex-Ubisoft team with 10+ years experience in the VR space.
-Virtuals core team is actively pushing it.

[DW⚡️ @scalpsxbt]

@jeetergriffin @fomo

[DW⚡️ @scalpsxbt]

Worth keeping an eye on @0xSupergemma for this

Basically wants to be the YC for open source projects

They are already partnered with Bankr and have met with the Virtuals team for this project + they have more launches lined up.

Dev himself has a model on Huggingface with ~200k downloads last month, and @ErikVoorhees also reached out to him regarding his model.

Might be a candidate for the Bankr Fund, since they have similar interests, so 1.4M level seems fair for a bet.

[DW⚡️ @scalpsxbt]

@rbthreek @0xikaros Team tokens are locked for 1 year

And monthly unlocks are only around 1% for pre-sale

Not much price pressure tbh, most of the other unlocks will be go straight into the treasury.

[DW⚡️ @scalpsxbt]

Notes from the space just now:

-Post TGE they are focused on releasing the RCM platform / Robotics Capital Markets:
• Founder says it's more than just a mirrored pre-IPO token, because the tokens will actually be backed by the SPVs.
• Compares it to Virtuals, but for humanoid companies, the tokens will be paired against DEUS.
• Tokenized SPVs: wants to be the single biggest platform for tradeable robotics companies.
• They need to purchase DEUS to pair it against sub-daos, will create demand there each time a new one gets created.

-Fees flow back to the Dao from the RCM platform -> funds are used to purchase new company shares -> NAV grows consistently.

-Invested in 7 major robotics companies, some of their valuations are already up 2x since last year.

-They incubated their first humanoid robotics company.

-Looking at 4-5 new companies to invest in, including Skild AI ($14B Valuation) and Field AI ($2B Valuation), both are not accessible to the public / retail.

https://t.co/BGzC7xwlu4

[KuCoin @kucoincom]

https://t.co/9D43D0yVcg

[DW⚡️ @scalpsxbt]

First and only robotics launch in crypto to give exposure to major robotics companies that went viral in the past months.

Figure AI, 1x (Neo), Apptronik, Agility... $Deus is holding prefered and common shares of these companies.

Their core idea is to use onchain governance to allocate capital into physical robotics companies that are hard to access for retail:
- Need to hold $Deus to participate directly in decisions around capital allocation.
- 33% of the profit from successful company exits will be used for $Deus buybacks.
- Raised $20M; last sale valuation was at 60M FDV.
- 17% circ supply, puts it at 8M circ mcap right now.

Why is it clearly undervalued here?
Their NAV is $10M (not including their DEUS holdings, which are worth $16M).
Consists of $7M invested in robotics companies + $3M in cash.

For context, Andrew Kang's fund is trading at 5x its NAV, while $Deus is trading below it right now.
The reason for comparing Kang's company to Deus is that they are both invested in the same robotics companies. (check the pics)

Anyways, should be clearly limited downside here considering $Deus trades below the NAV and given the premium Kang's fund trades at (while being invested in the same companies).

Also, in the future, whenever there is a major headline involving Kang's fund, Figure AI, 1x, etc., people will look for a proxy in crypto, and there is only one company that actually gives exposure to them: $DEUS.

[MCG @MCGlive]

$DEUS

The market is paying a 400%+ premium to NAV for access to robotics positions

@DineroDom0 + @ChillTRD broke it down on yesterday's show

@RoboStrategy: NAV at $7.50, trading at $37.92

That's the appetite for access to robotics right now

Now look at $DEUS | @xmaquina at TGE:

- Public auction price: $0.06
- Total supply: 1B fixed
- Circulating at TGE: 26.94% (includes 9.9% DAO treasury locked behind governance)
- True float: ~17%
- ~$15M in token holdings + $10M raised ($7M already deployed into Figure AI, Apptronic, Agility, 1X, Neura)

RoboStrategy is centralized exposure to one position trading at a 5.6x multiple. $DEUS is decentralized exposure to the top humanoid companies

[DW⚡️ @scalpsxbt]

@FoFan_eth @0xSammy @virtuals_io The picture is from their own docs..

https://t.co/uVCzF7oR42

[DW⚡️ @scalpsxbt]

@0xSammy @virtuals_io Circulating supply is only 17% if we take the numbers from their docs, which puts it at 8M circ mcap right now.

NAV at $10M (excluding their own Deus holdings), so it's currently trading below its NAV.

Few more details here:
https://t.co/eOaFuJXD4j

[DW⚡️ @scalpsxbt]

First and only robotics launch in crypto to give exposure to major robotics companies that went viral in the past months.

Figure AI, 1x (Neo), Apptronik, Agility... $Deus is holding prefered and common shares of these companies.

Their core idea is to use onchain governance to allocate capital into physical robotics companies that are hard to access for retail:
- Need to hold $Deus to participate directly in decisions around capital allocation.
- 33% of the profit from successful company exits will be used for $Deus buybacks.
- Raised $20M; last sale valuation was at 60M FDV.
- 17% circ supply, puts it at 8M circ mcap right now.

Why is it clearly undervalued here?
Their NAV is $10M (not including their DEUS holdings, which are worth $16M).
Consists of $7M invested in robotics companies + $3M in cash.

For context, Andrew Kang's fund is trading at 5x its NAV, while $Deus is trading below it right now.
The reason for comparing Kang's company to Deus is that they are both invested in the same robotics companies. (check the pics)

Anyways, should be clearly limited downside here considering $Deus trades below the NAV and given the premium Kang's fund trades at (while being invested in the same companies).

Also, in the future, whenever there is a major headline involving Kang's fund, Figure AI, 1x, etc., people will look for a proxy in crypto, and there is only one company that actually gives exposure to them: $DEUS.

[DW⚡️ @scalpsxbt]

$Deus portfolio company btw

[DW⚡️ @scalpsxbt]

fresh mouse for the trenches just arrived 🤝🏻 @fomo

[Stef 🪄 @stefchefg]

how is MetaMask agent 400k and Venice agent 4m?

repricing imminent $OSO > @cyb3rwr3n 🐻

[DW⚡️ @scalpsxbt]

@game_for_one Agree
https://t.co/S5LFGkQUC8

[Strike Robot @StrikeRobot_ai]

May 7

🟧🤖

[DW⚡️ @scalpsxbt]

Earlier than your favourite Kol.

$Cards

[DW⚡️ @scalpsxbt]

Market ignored the revenue of $Cards because none of it went back to the token. This will change pretty soon.

The CEO / Founder of Cards revealed some interesting insights in the last podcast:

-Generated over $13 Million in net profits over the last 12 months; he said they are likely gonna double that this year.

-So far most of the revenue went into growth, and some of that 'pretty soon' is going towards token buybacks.

-Also, a percentage of each pack sale, will be used to buy back the token (and the same applies to sales through their partner platforms).

-They are holding $10M worth of trading cards.

-Their new vaulting facility with 6k sqft opened, shows the scale they are operating at.

Won't speculate on the actual $ number yet, but even if it's only 10-20% of their revenue (whether existing or new) that goes back into the token, it will likely cause a repricing.

In these times it's prob better to bet on businesses that generate revenue outside of crypto + last week Cards was again the project with the highest rev of all sub 100M mcap tokens on Solana... and soon a part of that flows back into the token.

So based on the revenue numbers and new information, building a pos in Cards seems reasonable at the current levels before they post an official buyback announcement.

[DW⚡️ @scalpsxbt]

Plus most people likely missed the last livestream of @MCGlive with Collector:

-Lots of hype right now on collectibles, new ATH on both their revenue and volume.

-They now operate and manage $25M in tokenized assets.

-In April they had the best individual two days by volume they ever had. And the last two weeks of March were the best weeks ever.

-Their new vaulting facility with 6k sqft opened.

-One of the highest card retention rates across TCG platforms; and the average spend per user is around $5k per session.

-Another big catalyst, besides their buybacks, is their marketplace v2 release next month.

https://t.co/va9NTAVYK9

[MCG @MCGlive]

Full @Collector_Crypt interview w/@bassbuddha

00:14 - Meet BassBuddah
01:16 - Bringing cards on-chain
02:07 - What inspired Collector Crypt
04:32 - Physical vs. digital
09:33 - Origin story
10:05 - Why build on @solana
11:02 - Mint process
12:56 - Live price updates
14:40 - EV of inventory
16:52 - Expanding beyond Pokemon
20:22 - Payout rate explained
25:26 - PSA vault update
32:00 - About the team
39:12 - Dual reward system
49:01 - CTA
52:40 - Growth and outlook
53:38 - Closing remarks

[DW⚡️ @scalpsxbt]

One mainnet runner in and there are already plenty of complaints about slippage and people getting sandwiched.

This is the reason why there haven't been any new runners before this: Eth mainnet just isn't built for trenching.

The holder base might be different (not necessarily better), but the UX alone will keep forcing people back to Sol and Base.

[DW⚡️ @scalpsxbt]

Took a little while for the market to catch up.

Revenue meta finally back in play?

[DW⚡️ @scalpsxbt]

And hit ATH weekly revenue, even in this market.

Reminder that part of it goes to buybacks soon.