steve togher

[5.0 INVERTED.BULL 🙃 @5_0Trading]

This week data :

[GroveX @GroveXchange]

🚨 Memecoin of the Week? 🔥

The calendar is flipping… which meme is taking the crown this week? 👀

Which one are you riding? 👇

[Rand Group @randgroup]

41% of long term holders underwater and this is the LEAST pain Bitcoin has ever had at a bear market bottom. Who exactly is left to sell? 👀

[ryandcrypto @ryandcrypto]

hyperliquid? 😭

[Richard Seiler @richardseiler]

𝘞𝘩𝘺 𝘉𝘭𝘢𝘤𝘬𝘉𝘦𝘳𝘳𝘺 𝘐𝘴 𝘘𝘶𝘪𝘦𝘵𝘭𝘺 𝘉𝘦𝘤𝘰𝘮𝘪𝘯𝘨 𝘵𝘩𝘦 𝘖𝘱𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘚𝘺𝘴𝘵𝘦𝘮 𝘧𝘰𝘳 𝘗𝘩𝘺𝘴𝘪𝘤𝘢𝘭 𝘈𝘐

Nobody wins the robot war by betting on one robot

You win by owning the software every robot has to run on. That is QNX

275 million vehicles already powered. Physical AI is next

Computing, rotary actuators, linear actuators, vision and sensors, connectivity, battery management, dexterous hands. Dozens of subsystems that all have to perceive, reason and move in perfect coordination, in real time, without a single missed beat. Everybody is staring at the hardware. The actuators, the LiDAR, the tactile sensors, the motors. That is the obvious part. The part almost nobody is pricing in is the layer that makes all of it actually work together. The software foundation. And that is exactly where BlackBerry sits

This is not the BlackBerry I threw threw in a drawer. That company is gone. What is left is QNX, a deterministic real time operating system that already runs inside more than 275 million vehicles on the road today. When your car brakes, steers or fires an airbag, there is a real chance QNX is the thing making sure that command executes on time, every time, with zero tolerance for failure. That is the entire game with physical AI. A chatbot can hallucinate and nobody dies. A 150 pound humanoid working next to a human cannot. Determinism and functional safety are not features here. They are the price of admission

And the market is finally waking up to what that means. QNX ran its own study across 1,000 robotics developers and the numbers tell the whole story

▫️ 89% said physical AI will be critical to their strategy over the next three years
▫️ 86% of teams currently running general purpose operating systems said they are open to switching platforms

The single biggest bottleneck they named was not hardware. It was software architecture and integration. Read that again. The robotics industry just told you the constraint on its own growth is the exact layer BlackBerry has spent two decades perfecting in the most unforgiving environment on earth, the automobile

We have watched this pattern before. A company spends years grinding on mission critical infrastructure that nobody talks about, builds an impossible to replace position, and then a new wave of demand crashes directly into the moat they already own. QNX did not pivot into robotics. Robotics walked into QNX. The same need for higher performance compute, more speed and certified safety that drove the software defined vehicle is now driving humanoids, industrial automation and autonomous machines

QNX President John Wall said it plainly. The general embedded market is showing the same demands they already mastered in automotive. They are not learning a new business. They are copying and pasting a proven one into a market that is 10 x larger

The fundamentals are confirming it. This is the part that separates a real thesis from a meme

▫️ QNX posted record quarterly revenue of $78.7M up 20% YoY with full year QNX revenue up 14%
▫️ Adjusted gross margin sat around 83%
▫️ The royalty backlog, the contracted future revenue already locked in, stands near $950M and it grew faster last year than the company even recognized on its income statement

That is the definition of accelerating. The CFO went on record at the Baird conference and called the turnaround complete, describing BlackBerry as a growth company now. Eight straight quarters of improving GAAP net income. Net cash on the balance sheet. Active share buybacks. This is no longer a cash burning story hoping for a miracle. It is a profitable software company with a moat, sitting on top of two structural megatrends at once

And the stock has noticed. Shares ran from under 4 dollars in April to roughly 10 dollars in a matter of weeks, hitting fresh 52 week highs. Some of that is momentum and noise, and anyone telling you it goes straight up from here is not being honest with you. There will be volatility. Earnings land June 25th and the market will want real growth, not just a narrative. But the narrative happens to be backed by real backlog, real margins and a real product that already powers a QNX driven humanoid demo on the show floor at Embedded World. Add the new Alloy platform, which management believes can multiply revenue per customer well beyond the old licensing model, and you start to see why the bulls cannot stop talking about it

Here is the framing that matters. Most people are trying to figure out which robotics hardware company wins. That is a brutal, capital heavy, winner take few fight. We would rather own the pick and shovel that gets sold to every single one of them regardless of who wins the form factor war. BlackBerry is not betting on a robot. It is betting that all of them need a safe, certified, real time brainstem to run on. The robotics wave is coming whether the market is ready or not

So the real question is not whether physical AI is the next trillion dollar frontier. It is who supplies the foundation when it arrives. Are you watching the right layer?

As always guys, DYOR

RR2 Capital

[GroveX @GroveXchange]

Your First Memecoin? 👀

The seats are waiting… which one are you claiming? 🔥

Drop your pick below! 👇

Trade them all on GroveX 👉 https://t.co/D576F63v0f

[5.0 INVERTED.BULL 🙃 @5_0Trading]

Unpopular Opinion :

Cell saga > Frieza saga

[5.0 INVERTED.BULL 🙃 @5_0Trading]

Bonjour 👋🏼

[GroveX @GroveXchange]

Daily Crypto News 📰

1. Bitcoin Crashes Toward $60K: BTC dipped below $61K amid a broader market sell-off, wiping out billions in value.

2. Zcash Security Flaw Exposed by AI: An AI model uncovered a 4-year-old critical bug in Zcash, raising alarms about hidden vulnerabilities in other crypto networks and even traditional finance. 

3. Cardano Drama: Charles Hoskinson warns more DeFi apps could die, floats splitting the blockchain, and is stepping back from public channels amid community tensions and low activity.

4. Spot Bitcoin ETFs See Inflows: Historic outflow streak ends with modest $3M inflows, signaling possible stabilization. 

5. Other Moves: Kraken launches SpaceX IPO tokens; Illinois advances crypto tax with penalties; Travala unveils AI hotel booking protocol. 

#Cryptocommunity #GroveX

[PrimeXBT @PrimeXBT]

Crypto, gold and FX, what's the next big move? | PrimeXBT Live Trading & Market Analysis https://t.co/eSmRpJf8ht

[PrimeXBT @PrimeXBT]

📈 Gold is edging higher as USD profit-taking supports prices, while geopolitical risks remain in focus.

#XAUUSD is testing key trendline support and the 200 SMA within a symmetrical triangle pattern.

🤔 With RSI below 50 and a bearish MACD, downside risks remain.

[RR2Capital @RR2Capital]

5 things this IMF decade reveals:
🔸India +96.67%: fastest in the top 10.
🔸US added more GDP ($ 12.3Tn) than China's total economy.
🔸Russia +81.43% despite sanctions.
🔸Japan shrank −2.73% (the only one).
🔸Germany barely +47% (Europe's "engine" is idling).

[5.0 INVERTED.BULL 🙃 @5_0Trading]

Gm fam ☀️
Financial peace is built daily. 🧱💸

[MajorXTrendings @MajorXTrendings]

🆕 | NEW LISTING
powered by @MajorXTrendings

🔎 | Name: 56you
🧬 | Ticker: $Old
📈 | MC: $714
💰 | V 60min: $99

📣 | #Old

📊 | Chart: https://t.co/icoaBacgRp
⚡️ | Top 10: https://t.co/gHMOVowE8a

[GroveX @GroveXchange]

Daily Crypto News 📰

1/ Strategy (formerly MicroStrategy) just sold Bitcoin for the first time since 2022, $2.5M worth. Michael Saylor’s “never sell” era evolves as they test selling small amounts for dividends while still heavily accumulating.

2/ Bitcoin & Ethereum started June in the red. BTC around $71K–$73K range amid U.S.-Iran tensions.

3/ CME Group crypto futures now trading 24/7, first weekend volume already hit $50M.

4/ Grayscale moving toward Hyperliquid ETFs launch as fee competition heats up.

5/ Europe fighting back against dollar stablecoin dominance (ECB pushing digital euro).

#Cryptocommunity #GroveX

[PrimeXBT @PrimeXBT]

🔍 Top economic events

🇺🇸 US ISM Manufacturing PMI: Key gauge of US factory activity and broader economic momentum.

🇪🇺 EZ HICP Inflation: Crucial inflation data that may shape expectations for the ECB’s policy outlook.

[Luckyanon.com @Luckyanoncom]

🚀A player on Lucky Anon just won big on Sweet Bonanza Super Scatter with a 30,000x multiplier🚀

$0.40 -> $12,000.00!🎉

To celebrate we're giving away 2,5 SUI to 5 Lucky Players

To redeem share the code with support on live chat.

*must have wagered $5,500 in past 7 days

[Rand Group @randgroup]

📡 SPACE X FINANCIALS: Starlink prints the cash. xAI burns it. The IPO won't let you buy just the profitable half. Coincidence?

[PrimeXBT @PrimeXBT]

GM, are we going to see $BTC at 100K this year? 📈

[5.0 INVERTED.BULL 🙃 @5_0Trading]

"Why did I close my shorts halfway through a bear market?"

Because I believe bottom is IN and Bear Market is OVER.
I'm allocated at 85%, still have a bit of room to play but most of my spot buying is done.

Why did I sell my BTC on the way up at 96k, 106k and 114k ? Because I bought sub 21k.

Did I buy too early ? Maybe
Will I sell too early ? Maybe

But I will make money out of it.
People wishing for lower are the ones that bought above 100k after a 5X run.
Same people sold 30% below their initial entry, they now want a bigger drop to buy back their positions for cheaper to cover the loss.

Could I handle another 30% on spot ? Yes
Will I be upset about it ? No, as my TF is not a few weeks and as always been that way.

Could I do it better ? Yes but I've been here long enough that you don't buy bottom and sell top ; you scale in and scale out on spot ; at least that's how I do it.

Issue is most people didn't scaled out till recently.

To me it makes almost no difference if I enter BTC at 50 ; 60 or 70k but most misunderstand my TF and I've made peace with it.

Bring "much lower", but if you think 30-40% is much lower after most shit are down 80-90% you are in the wrong, it no longer much lower to me.

Also reminder people made fun of me for opening shorts, and the same people made fun of me for closing the same short positions.

Still I didnt see none of them doing anything publicly for the people like I do.

Same people will call me names when I start selling and take profits, because "wE g0inG mUcH hIghEr 5".