The generational barbell portfolio (Crypto, AI, Robotics)
$GLXY (broad crypto exposure + rapidly...
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Duncan suggests a "generational barbell portfolio" focusing on Crypto, AI, and Robotics. He highlights Galaxy Digital ($GLXY) for broad crypto exposure and its growing AI data center business, noting it's currently at a "cheap price." For robotics, he mentions private companies like Apptronik, Figure_robot (humanoids), and DynaRobotics (simpler deployments).
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About Duncan
Duncan
By FloodCapital
Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.