e/tao @dcdao_

Joined September 2017
1,173 Photos and videos
Pinned Tweet
29 Aug 2023
Is it just me or is there actually a light at the end of this tunnel?
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Buhlaque retweeted
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It turns out hyperliquid is in fact not invincible
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bro shilled trove bro shilled phemex bro is now shilling nado bro created a private group chat for paid subscribers but don't worry, he is a self made man who is an expert trader and all his money was made off trading everything else is fugazi #HORSEUP
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Buhlaque retweeted
Jun 15
This AI just exposed the BIGGEST legal insider trading operation in America. A platform called GovGreed built a seven-layer machine learning system that cross-references every stock trade disclosed by every sitting politician against the bills their committees control, the campaign donations they receive, and the companies their votes directly impact. It scored all 540 politicians currently in Congress. And the numbers are crazy: 56% of every stock purchase made by Congress in the last 16 months was on a stock directly affected by a bill the buyer later voted on. That is 6,170 out of 11,016 total purchases. More than HALF of all congressional stock buys are on companies whose fate that same politician is about to decide. 343 of 540 Congress members actively trade stocks while holding access to nonpublic legislative information. That is 63.8% of the entire legislature making market bets with an informational edge that would put any hedge fund manager in prison. The AI identified 752 active "Triple Signals" in the current Congress. A Triple Signal fires when three conditions line up at once: The politician sits on the committee controlling a bill, they traded stock in a company affected by that bill, AND they received campaign contributions from that same industry. Bills carrying these insider indicators pass at 5.4 TIMES the normal rate. Now look at the individual leaderboard: - Nancy Pelosi's estimated portfolio sits at $194 million with a Greediness score of 98.1 out of 100 - Ro Khanna made 13,231 trades across 800 different tickers - Michael McCaul made 32,302 trades and filed 6,670 of them late - Thomas Suozzi filed 86.4% of his trades late with an average delay of 396 days, meaning his disclosures landed over a YEAR after he made the trade And then there is Lisa McClain, the fourth-ranking Republican in the House. She has made 1,443 trades in three years, more than 98% of all politicians tracked. She violated the STOCK Act twice in a single year, disclosing up to $900,000 in trades months after the legal deadline. Her husband bought up to $250,000 in Elon Musk's xAI, which quietly converted into SpaceX equity before last Friday's $2 trillion IPO. The penalty for all of this? A $200 fine. The number of Congress members ever prosecuted under the STOCK Act since it passed in 2012? Zero. And the cruelest part is this: A bill to ban congressional stock trading was introduced in January 2026. It has bipartisan support. Over 80% of American voters want it passed. But Congress is sitting on it, because the people who would have to vote yes are the same people making millions from the system staying exactly the way it is. They write the insider trading laws, they exempt themselves from enforcement, they trade on the information those laws generate, and when they get caught, they pay a fine that is basically nothing. The AI didn't discover anything Congress was hiding. It just organized what was already public into a pattern so obvious that nobody can pretend it isn't there anymore.
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Space X goes to 300 and then openAI and anthropic ICO and then it all goes crazy high and then we go to the depths of hell for a while? Ok cool yep that's what I thought too
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Ok so we originally gave iran a bunch of money for them to not build nukes, just for us to start a war again because they tried to build nukes. And the peace deal is that we give them even more money for them to "not build nukes" and we can claim victory. taxpayers in shambles
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Buhlaque retweeted
Sign of the times to read this in an official statement from Microsoft
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Buhlaque retweeted
Jun 14
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
honestly been sitting on this for a while before posting but here it goes the robotics space is at an inflection point that most people are completely missing. everyone's talking about AI, everyone's talking about SpaceX, and yeah those are real - but both are essentially priced in at this point. you're not getting in early on anthropic. that ship sailed. what's NOT priced in is humanoid robotics. figure and apptronik are the two serious US players and their combined valuation was sitting below cardano six months ago. cardano. a chain that has been a ghost town since 2020. let that sink in for a second. now i'm not here to tell anyone what to buy but $BOT (robostrategy) has been on my radar for a while and the thesis is actually pretty clean. it's essentially a vehicle that gives you pre-IPO exposure to these companies with actual liquidity - no 7 year lockup, no being stuck at a 60% discount if you need to exit. that alone separates it from most VC-adjacent plays retail ever gets access to. the NAV premium people complain about is based on last year's funding rounds. figure and apptronik are raising again, probably sooner than most expect, and those rounds are not coming in lower. when that happens the math on $BOT flips pretty fast. robotics hasn't had its ChatGPT moment yet. that's the whole point. when it does, and it will, the window you had to position beforehand is gone. every major bull run has that one sector where people look back and say "it was so obvious." i think this is it for the next cycle. not financial advice, do your own research, all that. just think more people should be paying attention
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“This is the best crypto opportunity ever” - Shills a private seed round nobody can even access if they wanted to and there isn’t even a token 1) what
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"I never said that the company would never sell their bitcoin.
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Buhlaque retweeted
The Anthropic meeting with the Department of War going badly makes more sense now
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I trust this man wholeheartedly If anyone know anything about how to extract money from over inflated valuations, it's this guy
"I burned roughly $5,000 of API tokens in a few hours for $200. It's 100x subsidized. This is insanity" Kain on running 500 agents to decompose an entire codebase on Claude Opus 4.8 "I set up my own personal account to test this on Opus 4.8. I know enough that I can come up with a task that's gonna burn a fuckload. In the course of four hours I used something like 200 million tokens and didn't hit any limits" "It was hundreds of agents, like 500 or 600 agents decomposing a codebase. It would have been somewhere on the order of $5,000 with API metered tokens, and I know how much tokens cost because that's where I live" "I ran this overnight multiple times. It's very possible I could have burned through $20,000 worth of API credits for $200. I knew it was subsidized, but it's subsidized to a level that's crazy. It's 100x subsidized"
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Reporter: Are you concerned, Mr. President, about the latest inflation number which came out this morning? Trump: No, I love it. I love the inflation.
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Buhlaque retweeted
Jun 10
Spacex probably isn’t the one to kill it for the bubble bois. The first ipo gets that advantage. The volume of paper has to accumulate. Likewise google can trade ok. It’s OpenAI/Anthropic/Meta that will be the real problem and carry us into our fated October low. OpenAI and Anthropic timelines both predicted late summer/early fall
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60k is the new 6k
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Buhlaque retweeted
Jun 9
yeah man the worst crypto trader you know was max long blackberry and nokia like it was 1999 what did you expect to happen
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No doctor here but think all these findings on GLP1 are showing that being fat was even worse than previously thought
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Buhlaque retweeted
This is not a robotics thesis. It is a funnel. Slick video, charismatic marketer, “why I bet my career on robotics.” He works for $BOT. RoboStrategy, the closed-end vehicle Andrew Kang now runs and openly brands the “MicroStrategy of robotics.” Same playbook: a committed equity facility that only works if the share price stays bid and retail keeps showing up to absorb the issuance. The content is the top of the funnel. You are the liquidity. We traded millions of dollars of converts on the real robotics names in the late 2010s, mostly within a convertible arbitrage mandate, not fundamental stock-picking. Which is exactly why we can point at the honest alternatives here, the ones nobody is cutting a hype video for, because there is no salesman making big bucks dumping them on you. If you want robotics exposure, the honest version is already listed in Tokyo. FANUC (6954), 20% operating margins through full vertical integration. Keyence (6861), asset-light, ROE most software firms would kill for. Yaskawa (6506), the servo muscle behind half the world’s arms. The Japanese Big Five ship 40% of global industrial robots. These are priced for competence, audited for decades, and you can size them without praying a NAV premium holds. Dull. Real. Yours at a clearing price. And if you actually want the convexity, the asymmetric leg, it is one layer down in the actuation supply chain, not in a closed-end fund. Harmonic Drive Systems (6324), Nabtesco (6268), the strain-wave reducer makers. A humanoid needs roughly 20 harmonic drives per unit, which makes precision reducer supply the binding constraint on the entire scaling story. That is where the torque is. That is also where you get your face removed if the shipment curve disappoints. Omdia has 2025 humanoid shipments up ~480% to ~13,000 units, real growth, and a rounding error against the valuations now leaning on it. So here is the actual choice. You can own the cash-generating incumbents directly, at a price, with no wrapper skimming you. You can own the actuation convexity directly, eyes open, and underwrite the humanoid curve yourself. Or you can buy a single ticker at a premium to its own book, structured so the manager can print on your ‘enthusiasm’, and call that a career bet. Robotics is real. The compounding is real. The funnel is also real, and it is looking for your money. The edge was never finding the names. The edge is knowing who is selling, and to whom.
Jun 8
Why I bet my career on robotics - skip to 1:24 for thoughts on crypto - skip to 5:15 for my robotics thesis
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I find it hilarious how the medical industry is so insanely dense that all of these "discoveries" are being made now that people are losing weight. Can't fat shame people, but you can certainly celebrate how many oreos they ate for breakfast.
Reminder: Losing weight raises the testosterone levels of fat guys. It does this with GLP-1s and with normal weight loss.
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UK once again showing their ass
🚹 Tech companies like Apple and Google have three months. Activate safeguards on smartphones and tablets to detect and block nude images for children or we will bring forward legislation to force you to do so.
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If trump actually pardons SBF then I don't really care what anyone has to say, I guess i'm gonna have to catch trump derangement syndrome like the rest of them
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