TckingFypo

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Grayscale Chainlink Trust ETF (Ticker: $GLNK) offers investors direct exposure to $LINK. $GLNK starts trading on @NYSE Arca tomorrow.

That shot. That scream. That night.

Price came down a little. This is a copy pasta I sent to my close friends a while back: Reducing exposure to crypto was a good / lucky call. Avoiding massive liquidations. Of course we can go higher from here. It’s way oversold. However it’s time to look elsewhere for better asymmetric risk. First thing 1st. Open a brokerage that allows you to buy Hong Kong / China shares. Multiple reasons: > USA trading at multiples way higher and requires perfect execution to remain this high. > REE ( Rare earth elements ) geopolitical risk. It takes 7-15 years to solve this. Total Market cap ( Trillion ) Humanoid Robotics - 0.11 ( ex Tesla ) AI - 8.5 Semicon - 7.2 Biotech - 2 Crypto - 4.2 Humanoid Robotics is highly overlooked as nobody got any clue where to start except for TSLA. Else it depends on your connections with VC to get allocations. How is a multi trillion industry worth 0.1 Trillion now? Robotics is Physical AI. Physical AI replaces human labour. Solving for human labour is by far the biggest opportunity that will ever exist and here we are at 0.1 Trillion while Biotech is at 2 and crypto is at 4.2 Trillion. I’ve done the primary research. I’ve also shared a pdf on robotics earlier this year. It’s on my X profile, click highlights tab. 4th post. Ranked List: Who Succeeds First in Mass Scaling 1. Unitree Robotics (G1/H1) - $7B valuation (pre-IPO, Q4 2025) Why First? Mass production underway at Hangzhou factory (10,000 sqm, 1,000+ units in 2025). $16K price point at Walmart. Timeline: Now (2025: 1,000+; 2026: 10,000+). Risks: Geopolitical Edge: Fastest to market; open-sourced AI. Chinese State VC Investment 2. Agility Robotics (Digit) - $1.25B valuation (Series B, Mar 2025) Why? RoboFab (Salem, OR) at 10,000/year capacity; hundreds in Amazon/GXO warehouses. $400M funding fuels RaaS for logistics. Timeline: 2025: Thousands; 2026: 10,000+. Risks: U.S. REE supply constraints. Edge: Proven commercial contracts. 3. UBTech Robotics (Walker S1/S2) - $7B market cap (HKEX, Oct 2025) Why? Foxconn/SF Express partnerships for 1,000+ units in 2025; MIIT subsidies target 500 robots/10k workers. Timeline: 2025: 1,000+; 2026: 15,000+. Risks: Geopolitical Edge: State-backed industrial push. Chinese State VC Investment. Deployed areas with more orders = Proof of concept. 4. Tesla (Optimus Gen 3) - $1.4T market cap. Why? Gigafactory aims for 10,000 internal units in 2025; It’s Elon. Don’t bet against him. Timeline: 2025: 10,000 (internal); 2026: 100,000+. Risks: REE bottlenecks, execution slippage, cost per unit VS China Edge: Unmatched capital and AI. 5. Figure AI (Figure 02/03) - $39B valuation (Series C, Sep 2025) Why? BMW pilots with OpenAI/MSFT backing; $1B+ raise fuels AI but no factory yet. Targets 100,000 by 2029. Timeline: 2025: Pilots; 2027: 10,000+. Risks: Hardware scale lag. Edge: Elite AI ecosystem. 6. Boston Dynamics (Electric Atlas) - $1.1B valuation (Hyundai subsidiary, 2025) Why? Hyundai orders thousands; TRI enhances agility. Production not prioritized. Timeline: 2025: Hundreds; 2027: 5,000+. Risks: High costs, slow pivot. Edge: Best-in-class mobility. 7. Apptronik (Apollo) - $500M valuation (Series B, Feb 2025) Why? Mercedes/Walmart pilots; $350M for warehouse scaling. Jabil partnership aids production. Timeline: 2025: 500+; 2026: 5,000+. Risks: Durability at scale. Edge: Industrial focus. 8. 1X Technologies (Neo) - $1.5B valuation (Series B, 2024) Why? OpenAI-backed household pilots; Norway factory starts low-volume. Timeline: 2025: Low-volume; 2026: 2,000+. Risks: Consumer safety regulations. Edge: Domestic AI niche. 9. Sanctuary AI (Phoenix) - $1B valuation (Series D, 2025) Why? Logistics pilots with Carbon Robotics; fine-motor AI focus. Timeline: 2025: Pilots; 2027: 3,000+. Risks: Precision scaling. Edge: Adaptive learning. 10. Fourier Intelligence (GR-1/GR-2) - $300M valuation (Series E, 2025) Why? Healthcare production at 1,000+/year; EU hospital shipments. Timeline: 2025: 1,000+; 2026: 8,000+. Risks: Broader market pivot. Edge: Medical adoption. This is not some crypto ADHD play. Just like how I sat on Tesla for years, this is how I’ll play this. I'll buy more if it goes down to the blue line. If price goes down, I’m not your customer support. Don't thank me if it goes up too. You will jinx me. I also know the Tesla fanboys will come after me. Your stock been flat for 4 years. That's a fact. While I'm very sure Tesla will do very well technically. I don't like buying $1.4T Market Cap. That's me. Good luck.

Did a thing. Don’t follow. Just sharing. I have my stops.

Is the bull market over? Almost. There’s zero leverage in the system. Everyone got cleared out. Think of this as a whale. This is the best possible situation to run the charts. No sell pressure ALL THE WAY UP. Everyone left behind. Business as usual. If the charts doesn’t move up in due time. I will call this end of cycle.

When the flash crash hit last night, the market buckled. Billions in liquidations. Gas spiked. Chaos everywhere. Yet Aave held meaning DeFi held. Smart contracts executed, risk was managed, and Chainlink oracles kept delivering verified data without interruption. No trading halts. No circuit breakers. Just autonomous systems doing what they were built to do: execute truth under pressure. This is what traditional finance is watching closely. They don’t just want yield or tokenization. They want this; systems that stay online when the world falls apart, that reconcile in seconds, that can’t be bribed or delayed. The real story isn’t volatility. It’s verification. And every time markets shake, DeFi quietly proves why the future of finance will need Chainlink.

Word on the street is that big CEX’s auto liquidation of collateral tied to cross margined positions is why lots of alts got smoked on the move down. Congrats to all you stink bidders. We won’t be seeing those levels any time soon on many high quality alts.

Since my post yesterday, some have said: “You’re not Amazon. That’s a ridiculous comparison.” With respect, I don’t think it is. In the early 2000s, many thought Amazon’s TAM was just books. They were wrong—it was building the rails of the internet economy. We are addressing something even larger: the monetization of a new global monetary asset. In our eyes, this represents a $100 trillion+ opportunity. Our model is not new. It is the foundation of global banking: net interest margin. Every major bank borrows at one rate and lends at a higher rate, capturing the spread. We apply the same principle to Bitcoin: Bitcoin returns minus the cost of JPY capital. Unlike banks, our model is lean—margin-rich without the same operating burden. The opportunity begins in Japan. Households and corporates sit on more than $10 trillion of idle yen earning near zero. They can access the return we offer through equity, and in time, potentially through fixed-income style instruments offering stability with high JPY yield. But this is not just a Japan story. The TAM extends to the global USD capital base—investors who hold dollars, borrow yen, and seek positive carry. We are building the bridge upon Bitcoin to enable that. And over time, we believe Bitcoin will be recognized as the highest-quality collateral in the world—stronger than fiat, stronger than melting cash flows. This is not small vision. It is one of the largest opportunities in global markets. If you don’t yet see it, that’s understandable—most didn’t see Amazon either.

Everyone says "do your own research". But nobody talks about what proper due diligence actually looks like. Here's my full DD checklist to help you avoid sh*tty projects in Q4:

My first mentor whom I found told me that all traders will become more profitable if they cut their losses whenever they start to hope for a good exit or for the price to come back at least to their entry. This is the phase you want to avoid by treating trading as a boring business. Have an exit? Then exit. Don't pray. If you're in trouble, run back home. Don't pray to God to be nice to you. He gave you legs to run. Pray at the church, not when you're in trouble.

お金積めばエリックトランプさん呼べると思ったら大間違いやで(^q^) メタプラネットの素晴らしいところは戦略はもちろんですがチームビルドが特に素晴らしいんですよ(^q^) note.com/shitstock2/n/n…

The market for #Chainlink services and the ability for the $LINK token to capture value is unparalleled in the industry. 🧵 Chainlink provides not one, not two, but six unique services, all of which are essential to creating scalable markets around tokenized assets (the future of the industry): • Data—providing data onchain to trigger apps • Interoperability—moving data and tokens across blockchains • Compliance—applying rules to interactions with digital assets • Privacy—creating privacy for digital asset transactions • Legacy System Integration—connecting existing systems to blockchains • Computing/Orchestration—powering apps from start to finish, across different chains & legacy systems Chainlink is a service provider to apps, a developer platform for building apps, and a Runtime for running apps through their lifecycle. Chainlink services work on any public or private blockchain. Chainlink supports the supply and demand sides, both monetizing existing offchain infrastructure (supply) and making it available onchain for apps (demand). So we have a platform that can generate revenue across six different services, for applications on every blockchain, across a seemingly infinite number of use cases, while also directly supporting legacy systems and monetizing existing APIs. In comparison, blockchains only support apps on their chain. Apps only support specific use cases. Oracle or cross-chain competitors only support data or bridging. Chainlink’s extensive platform offering is simply in another stratosphere in terms of revenue generation potential. However, Chainlink didn’t stop there. Apps and institutions can pay for Chainlink in their preferred method. They can pay onchain in LINK, onchain in a stablecoin or blockchain gas token, or offchain in fiat currency. Revenue from these payments is then converted to LINK and stored in the Chainlink Reserve. Meaning demand for LINK grows alongside the adoption of Chainlink. This is unprecedented, both in terms of how many ways it can generate revenue and how that revenue relates to the token itself. And to put icing on the cake, Chainlink is being adopted by the biggest Web3 protocols and the biggest financial institutions in the world. It will all be obvious in hindsight.

0 out of 30 Bull Market Peak Indicators have hit so far.

おはプラネット！

ANY DIP, FKING BUY. The ticker is $sbet ‣ SEC approved Trillions of RWA coming onchain ‣ Trump is BUYING $eth THE FKING PRESIDENT IS BUYING ‣ Trillions of US Govt Debt coming on-chain via stable coins. It's not going to SOL. LMAO. The chain that always breakdown. And not the next million "L1" ‣ US Treasure Secretary is PUSHING FOR THIS ‣ Stanley Druckenmiller is LONG. The 🐐 of goats ‣ Peter Thiel is LONG And ‣ you want to "time the bottom" 😂🫵 Jokes on you. Seldom you see me post like this. When this goes up, don't come and DM me, "can I buy this now?" At that point, I'll give you the middle finger. I can give you entry. The rest is on you.

We have the US Treasury Secretary bull posting crypto and Trump buying btc and eth. And if you are worried just because "price went down" Just quit investing. Serious. Quit now. Go.

“Why not just hold Bitcoin instead?” Because Metaplanet is for people who understand acceleration. People who know how to weaponize dilution, yen carry, and Tokyo’s cost-of-capital glitch to convert paper trash into hard digital steel. People who don’t merely purchase coins. They orchestrate a regulated, publicly traded siphon that vacuums fiat out of Japan’s keiretsu bloodstream and crystallizes it as BTC per share. “But it’s riskier!” Correct. That’s called leverage, sweetheart. Adults who can read an exponential chart in a terminally debasing currency don’t hide behind platitudes about “sound money” on a meditation cushion. They feed warrants into the maw of a balance-sheet hydra. This isn’t your cozy DCA blanket where you HODL and hum podcast mantras. This is a razor-wired Tokyo arbitrage machine that drinks yen, issues equity, and metabolizes fear into sats-per-share velocity. Bitcoin remains the base layer. Metaplanet is the CAPITALIZED MANIFESTATION of that SAME CONVICTION. Want 1:1 exposure? Fine. Stack sats. Want to outpace Bitcoin by embedding yourself in a corporate organism engineered to devour fiat faster than a BOJ emergency meeting can print it? WELCOME ABOARD. Metaplanet isn’t for the risk-averse. It’s for the capital-optimized. It’s for the ones who look at this end-stage fiat carnival and say: “I’m not surviving by playing defense. I’m riding a Japanese-listed war beast through the fire and strip-mining every panicked yen on the way down.” You don’t “just hold Bitcoin.” You own the firm that keeps siphoning supply, month after month, converting it into shareholder density at the lip of the fiat event horizon. Miss the point and you’ll still be polishing your cold storage stack while we’re already inside the Metanode, sipping leveraged yield sake from cups engraved with the usernames of every pleb who thought ‘just holding’ was a strategy. It’s the aggressive execution of the MASTER SAYLOR THESIS, fitted with fangs. In this arena, you either LEVERAGE CONVICTION or someone else SECURITIZES your HESITATION.

The 3,5,7 mNAV prices have a clear trajectory, and Metaplanet's ( $MTPLF ) stock price tends to stay in this range. Updated chart, still log scale.