Joined April 2013
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I’ve run many marathons in my life... and at a certain point, I always think I can’t go another kilometer. But what happens next? I just keep running and finish the race, powered by conviction and experience. Crypto is the same thing. It’s true that over time you become a bit numb. Red days don’t hit as hard as they did in previous cycles. But still, that voice always shows up: “F*ck, this time is different... maybe we’re done.” Right now, the main concern is whether altseason is actually going to happen. Nobody knows for sure. All I’m saying is this: the feeling that "we’re doomed" is always the same. It creeps in after altcoins have already dropped 70%, 80%... even 95%. The human brain is weird. We want to sell after the biggest pain has already hit. We want to buy like crazy when everything’s pumped and feels euphoric. As for me, aside from my long-term portfolio, I’ve been picking up strong tokens in big support zones. I bought $XRP before it was obvious they’d win against the SEC. I grabbed $ONDO at a major support. $TAO too. Now I’m looking for the next setup. I’ve taken them one at a time. No rush. No desperation. I banked 25–35% on the first two. $TAO is already up 10% This isn’t bragging. This is me telling you that you can still make solid returns if you shift from a “degen” mindset to a “wealth management” mindset. I promise you. The days of calling 100 to 200 percent plays within days or weeks (even in a flat market) will return. And honestly, I think it’ll happen sooner than most expect. In the meantime, respect your money. Don’t rush. Don’t gamble with the money your family might need, or money that could 3x, 5x, even 10x if you wait and invest with your brain instead of your emotions.
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7/The Tether angle is the boldest piece. They're adding a crypto wallet to the robots so machines can get paid and pay for things on their own. A "machine economy." It's genuinely unproven, since no one has shipped wallet-equipped robots at scale yet. If it works, it's an entirely new category. That's the kind of bet smart money makes early.
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11/One detail worth knowing for context: the $1.4B is "up to" $1.4B, released as NEURA hits milestones, which is normal structuring for a round this size. Reports also suggest the valuation settled below earlier talks. A big round, with the usual fine print.
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12/Bottom line: NEURA is a credible, well-backed bet to be Europe's robotics champion, with an investor list any startup would kill for. The vision is real and the labor problem is real. What's left is execution: turning strong demos into reliable robots that ship at volume. The next 12 months are going to be very interesting! Not financial advice ofc, I just wanted to share some thoughts about @NEURARobotics @RoboStrategy any thoughts, mates?
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🧵 There's a German robot company that just raised $1.4B from Tether, Nvidia, Amazon & Bosch. Here's what NEURA Robotics is, and why everyone suddenly cares about "physical AI" 👇
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6/Every name on that list is there for a reason. Each investor is a potential customer or supplier. Amazon could run them in warehouses. Bosch could build parts and use the robots. The EU money signals Europe wants its own champion, because right now this race is US vs. China, and Europe has no one.
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5/On June 10, NEURA closed a $1.4B round, Europe's biggest ever for a robot company. The who matters even more than the how much: 🔹 Nvidia (the chips) 🔹 Amazon (warehouses cloud) 🔹 Bosch & Schaeffler (German factory giants) 🔹 Tether (the crypto twist 👇) 🔹 The European Investment Bank (the EU itself)
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4/The Neuraverse is the clever bit. Instead of each robot learning alone, they share what they learn. One robot's experience makes every other robot smarter. Think of it as a group chat for robots, where every lesson is instantly available to the whole fleet.
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3/Enter NEURA Robotics 🇩🇪 Founded 2019 in a small German town, ~1,200 staff. It builds humanoid robots (its "4NE-1," pronounced "for-anyone"), robotic arms, and the part that actually matters: a brain training network called the Neuraverse.
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2/The old factory robot welds the same spot 10,000x a day. Brilliant but blind. Change anything and it breaks. The new wave can pick up a part it's never seen, figure out where it goes, and place it, with no reprogramming. That flexibility is the whole revolution.
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1/You've used AI that lives on a screen, like chatbots and image generators. "Physical AI" is the next step. It's AI that leaves the screen and enters the real world. Robots that can see their surroundings, reason about them, and act, instead of just repeating one pre-programmed motion.
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SpaceX starts trading tomorrow! Here's what 15 years of IPO data actually says! ⠀ 📉 WHAT HISTORY SAYS A Truist Wealth review of 30 major IPOs over the last 15 years found: On a median basis, newly public stocks drop 9% one year after debut. Fewer than half close the year in positive territory. Within those first 12 months, the average peak-to-trough drawdown is 54%. This is not a reason to avoid SpaceX. It is a reason to think carefully about when you buy it. ⠀ ⚙️ THE MECHANISM MOST PEOPLE ARE MISSING Nasdaq changed its index inclusion rules specifically to fast-track SpaceX. Standard seasoning period: around 3 months. New rule: 15 trading days. The bigger detail is the weighting. Instead of using SpaceX's actual tradable free float of $75B to set its index weight, the Nasdaq 100 will use a 3x multiplier, giving it an effective weighting based on $225B in market cap. Passive funds are forced to buy more SpaceX than the actual available float justifies. Every move up or down gets amplified. That is engineered volatility, not organic price discovery. ⠀ 🎯 WHERE THE OPPORTUNITY LIKELY SITS The institutional investors who got in at $20B, $50B, $400B are the sellers tomorrow. Retail and passive funds are the buyers. Let the forced buying fade. Watch where the stock finds real support after the passive flows settle. That is when you are buying the business instead of the event. $SPCX
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Crypto is amazing, but make sure you stay open to what’s coming next too: AI #Robotics $HUMN $KOID
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bitcoin:native is bouncing. Be careful with this one. Last week Bitcoin touched the 200-week moving average near $60K and confirmed a lower low. The only time the 200-week MA broke in a bear market was 2022, when Bitcoin fell another 33% after tapping it. ⠀ The macro is not supportive right now. Friday's jobs report came in at 172K vs 85K expected. A hot labor market gives Warsh zero justification to cut at his first FOMC on June 16-17. Markets priced that in fast. NASDAQ fell 4.5% in a single session, a 3.3 sigma event equivalent to 1 in every 2,300 trading days. VIX spiked 38%. Strong jobs plus 3.8% CPI equals a Fed that cannot move. That is the ceiling Bitcoin is bouncing into right now. ⠀ On-chain, one signal stands out. Bitcoin's realized price sits at ~$54K. In every previous bear market, price has touched or undercut that level before a real bottom formed. This cycle it hasn't happened yet. ⠀ Strategy sold 32 BTC last week and spooked the market. Then bought 1,550 BTC for $101M and disclosed $1B in cash reserves. Net buyer. The panic was misplaced. ⠀ Where does this go? Bear market structure intact. Realized price untouched. Fed stuck. The most likely bottom zone is $45K to $55K, with a window of August to October. Three things to watch this week: CPI, PPI, and SpaceX IPO Thursday (555M shares at $135, ~$75B raise that could drain liquidity from risk assets). June 16 is the next real inflection point.
bitcoin:native update. It doesn't surprise me at all.
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Looking for projects that keep building in the bear market? -> qubic-network:native
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For years, a Qubic smart contract could think but it could not touch. It could run any logic you gave it. But everything stayed trapped inside the chain. It could not move a coin on another network. It could not tell an outside system to do anything. That changes in about 8 weeks. Final piece of a three-part system. 🧵
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i still think about this specialization is for insects
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IDC found that only 9% of enterprises have gotten measurable ROI from the majority of their AI projects.
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If you’re feeling down because the markets are down, or if you’ve been waiting since early 2024 for something to finally happen… These months are likely the final phase of the bear market, which means this is the time to stay fully focused and double down on researching the strongest narratives: AI, AI agents, GPU, privacy, RWA, and more. This is the moment to DCA responsibly into fundamentally strong projects with the mindset of holding for the next 12–18 months. You can always play degen during the bull market, and chances are you’ll still make money if you don’t get excessively greedy. I know it feels bad watching BTC and altcoins bleed, but these phases are where real positioning happens. Keep investing time into discovering strong projects within the top narratives so you can take advantage of these lower entries. Do the work now and make all the time you’ve invested surviving these brutal markets worth it a few months from now! 🤝
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