
The post highlights Mike Novogratz’s successful investments in Bitcoin, Ethereum, and early-stage $SPCX, alongside the growth of Galaxy Digital ($GLXY) through its Helios data center campus re-rated for AI/HPC infrastructure. A provided NAV model for $BOT (RoboStrategy) projects a potential price target of $49.97 per share, driven by private holdings in robotics companies including Dyna, Inc., Figure AI, Inc., Apptronik, Inc., and Standard Bots. Sentiment is highly bullish on the AI robotics sector, citing significant valuation increases for Figure ($2.6B to $39B) and Apptronik ($1.8B to $5.5B).

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.