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