Llevo un tiempo usando un BOT para tradear en Solana que funciona mejor que BonkBot y que además ¡VA A DAR AIRDROP! Esto dice @IcedKnife sobre Trojan y su futuro AirDrop. ¿Os lo vais a perder? Claro que no, yo os explico. Dentro hilo 🧵 Tiempo de lectura: 2 minutos ⏳

$BB being invited to Apple’s WWDC may have been the first real hint that its hypervisor story runs deeper than expected

Absolutamente todo el mundo está esperando los 53k y comprar en agosto-octubre … De verdad, no seáis avariciosos y os quedéis fuera de un trade de 200% muy easy por comprar un 15% más barato. En un año o dos miraréis atrás, leeréis esto y pensaréis que sois estúpidos.

A Strategic Bitcoin Reserve is the most asymmetric bet the U.S. Treasury could make. The downside is manageable. The upside is generational.

One of the most consistent strategies in Bitcoin history. Buy below the previous cycle ATH. 2017 ATH: ~$20K → in 2022 it became a great buy zone 2021 ATH: ~$69K → in 2026 we're back below it Same pattern. Different cycle. History doesn't guarantee anything. But it rhymes loudly. I've accumulated a few $BTC already. And I'm ready to add more if we go lower. The chart does the talking.

Bitcoin cures cancer

$BB Now for some math Today: • FY26 QNX revenue: $268M • QNX gross margin: 83% • QNX EBITDA margin: 26% • 275M vehicles on the road • $950M royalty backlog • Rule-of-40 business But the economics could change dramatically. Legacy QNX: • RTOS only • Software content measured in tens of dollars Alloy Kore: • RTOS • Hypervisor • Middleware • Integrated platform Management has suggested ASPs could be 4-6x higher. A traditional $20 deployment becomes: 4x = $80 6x = $120 Now assume: 20M annual deployments At $80 ASP: = $1.6B annual revenue At $120 ASP: = $2.4B annual revenue Add: Secure Communications ≈ $300-$400M Physical AI / Robotics / Medical / Industrial ≈ $1-$2B over time Potential revenue opportunity: ≈ $3-$4B At 40% operating margins: ≈ $1.2-$1.6B operating income After tax: ≈ $1.0-$1.3B net income At 25× earnings: ≈ $25-$33B market cap Which roughly translates to: $40-$55/share. $BB

I have no idea why anyone would buy SpaceX at IPO when Bitcoin is trading at $60,000. Make it make sense.

Hace un año con Bitcoin en 125k la gente se echaba las manos a la cabeza y desearía haber vuelto en el tiempo unos años atrás para comprar en 60k. Hoy, en 60k, hemos vuelto atrás y la gente está buscando excusas para no comprar y seguir esperando más abajo. Lo de siempre, vaya.

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

This bear market is seriously the last time the average person will be able to get to 1 bitcoin:native.

I’d rather be early than miss the entire move because I’m fixated on one specific price region. I was early selling my spot position at $112K, and $BTC eventually pushed to $126K. But the broader thesis was inevitably correct. That’s exactly what’s going to happen to a lot of people this time around. They’ll keep lowering their targets and finding new reasons why price has to reach that level. Eventually, they’ll become so anchored to their preferred entry zone that they miss the entire move higher. Then, out of frustration for not getting the entry they wanted, they’ll end up shorting a bull market instead of participating in it. There is nothing wrong with being prepared in a market where nothing is guaranteed.

Elon Musk: "I would like to see Bitcoin succeed."

Parece chiste pero es anécdota, esto lo va a hacer muchísima gente y va a palmar mucha pasta, ya sea con BTC, con acciones o con lo que venda. No lo hagáis en casa.

jensen is giving you free alpha $BB is the best buy out of this. they are what’s necessary for physical AI

I am all in on $BTC. Maximum risk. Maximum exposure. Maximum uncertainty. Buy when there's blood in the streets, even if the blood is your own.

Percentage of $BTC supply in profit at each bottom. 2012: 47.77% 2014: 42.23% 2019: 40.20% 2022: 47.98% 2026: 47.91% Most people don't realize how close we are to the bottom. The 30K calls are just like the 10K calls last cycle, everyone expected them, but they never came.

We wouldn't need Bitcoin: - If we could trust banks - If we could trust people - If we could trust the government But we can't. That's why we need Plan ₿

lol Hyundai uses $bb QNX OS. few understand how much this means for BlackBerry.

very directly bullish BlackBerry... Hyundai already uses Nvidia Drive which integrates QNX... $NVDA x $BB

I'm not saying this necessarily means BlackBerry's QNX is being used, but I also can't see why not Especially for these industrial deployments where Robots will work alongside humans, and safety critical software is of paramount importance... $BB