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@Pentosh1 @MINHxDYNASTY Yeah I know about Boston dynamics and figure etc. but they will be expensive when they ipo. Most of the public companies right now don't look appealing.
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Most aren’t public yet. It’s a bit early yet But they will be! And we have to address scaling.
A friend of mine has summed it up best.
Manual labor cost around 55-60T a year. Robots are likely going to cost around $2 an hour or so all up with Purchases price. Maintenance etc. so it’s like a 100b market right now. But likely will be 10-20T in the future.
They don’t get sick. No Ot pay. No insurance.
There’s going to be some massive companies born out of this.
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I obviously own and trade both.
But you can argue that if you are thinking in terms of allocation.
AI/Robotics are real and tangible. They are largely national security issues. Over the next 10 years we are going see things come out of it that we couldn’t ever imagine.
The amount of capital being committed is far larger than the experiment we’ve had here. Altcoins have a 99.99% failure rate. No real revenue. Etc. and I still trade them. Don’t get me wrong. Bc I know what they are.
Stocks are great. You can also find other ways to just have uncorrelated income from various fund managers who have no beta to the stock market.
Qube averages around 30% per year.
Statar is nat gas around 18-20%
Sometimes offloading by some weight to someone else helps
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@kirbyongeo @UpOnlyTV Doubt we will ever do it again, maybe one day, but today it’s not even possible to curate a list of 10 good guests imo
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@lBattleRhino I feel the same way. $IBIT and $CRCL gets all the crypto exposure you would need anyway.
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I hope one day I can find reasons to change this belief but it has been months and months since I originally posted I had no interest in making crypto a sizeable part of my portfolio (sub 5% atm) and honestly since then things look worse not better imo in terms of fundamentally sound reasons to justify crypto allocation (as spot assets in your portfolio)
Rhino@lBattleRhino
From a htf perspective I haven’t changed much, similar thesis to why I derisked last year sept. Think I posted a bit of it back then. I don’t see a compelling reason for crypto to outperform. I see tons of reasons for it to underperform. Could explain but it would be a long post. I have no intention of owning spot coins in the foreseeable future and tradfi comprises >95% of my port
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@waveryder91 It's a robotic stock. It has that same retail obsession that pltr did 2 years ago
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That's a wrap!
If you found this thread helpful please:
1. Follow me @salbets_ for more of these
2. Repost the post below so others can find it too :)
Sal Bets@salbets_
The UFC is back with a massive event today. And this might be the easiest card to exploit all year. Here’s your official $1000 parlay for today’s fights:
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🇨🇳 Black female tourist in Shanghai, China, gets followed inside a store by an employee so she won't steal anything...
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@serpinxbt He was not buying sol at $1.50 lmao. I know, because I was buying SOL at $1.50 in like 2020. I think I sold it all at like $2-3 lol. Also, his last claim was he was buying it at $6 on that big dump so idk what lies he's trying to push now
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how can there possibly an OUNCE of respect for anyone who so brazenly lies about his trades?
Jack@Jackkk
Ansem reveals he owns no Solana and sold the rest after TRUMP coin launched “I was buying SOL at $1.50… the last time I sold was around $260” Banks: “So the top, nice, great, must be nice to be the goat”
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Ansem's supposed claim to fame is that he apparently bought Solana at $1.50. Surely he can provide some proof of it. Because I don't remember him being in crypto in 2020. And it certainly wasn't any public call to buy Solama at those prices. Furthermore he had no following then.
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@beaniemaxi My bad it was the first week of January 2021 . He posted a chart with the price it was $2-3 he updated the tweet several times. This cycle he rt the thread several times. He was early to fantom avax eco arweave I had him on notis back then
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They've taken everything that was pure and honorable about sport and debased it in the pursuit of unquenchable greed. Keep in mind this is the same league that this very season had the DOJ indict a player and head coach for involvement in illegal gambling.
NBA@NBA
Check out the odds for today’s game on Prime courtesy of @FDSportsbook and tune into the action starting at 7:00pm/et! More Info: tinyurl.com/4mrcwf4z
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Now let’s work on a joint investigation into the killings of Alex Pretti and Renee Good — instead of cherry picking when we seek justice and when we turn a blind eye.
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If you commit fraud in Minnesota you’re going to get caught — and that’s exactly what we saw today. We catch criminals when state and federal agencies share information. Joint investigations work, and securing justice depends on it.
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@SStricklandMMA I live in NYC almost every white person I know is not a democrat. Its just minorities and even then I think the votes are fake. I don't know a single person who voted for Mamdani. Never even heard of the guy until 7 months before the election. Has to be a Soros plant
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NYC is the perfect example of what a democrat is.
The kids are pathetic, the adults are pathetic, the leaders are pathetic....
NYC and the vast majority of people in it are a disgrace to America. Youre either a criminal or a rich pussy with no back bone
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From blank skin to a masterpiece in seconds. 🤯 The precision of this robotic tattoo machine is unreal!
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@CrashiusClay69 @JamesWynnReal That trump post last night sealed it for me. 0dte puts printed
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Me and @JamesWynnReal nailing the top of the stock market the same week 🤣
Was not on my bucket list for 2026
But life has its surprises doesn’t it ✅
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James Wynn 🔱@JamesWynnReal
The highest we will see the S&P go for a very, very, very, very long time. It has just officially topped.
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