Capitalize on the current depressed crypto sentiment by accumulating Bitcoin (BTC) near $64,200 and Solana (SOL) around $74 as a 3-to-6-month accumulation play ahead of the next bull market.

Ride the ongoing "Real-World Experience" consumer trend by trading short-term box office catalysts in IMAX Corporation (IMAX), while keeping a close eye on potential equity dilution.

Buy hardware giant NVIDIA Corporation (NVDA) to capitalize on the rapid expansion of open-source AI models scaling across global factories and hospitals.

Position for the Unitree Robotics public debut on Shanghai's Star Market, with shares anticipated to begin trading as early as July 2026.

Monitor high-growth private infrastructure plays like SpaceX, which bridges aerospace innovation with massive AI compute demands, though entry requires careful valuation discipline.

Unitree Robotics (Private IPO)

• Unitree recently released a video of its latest dog robot, showcasing advanced mobility and sprint capabilities.
• The company is currently in the process of going public, with its initial IPO on Shanghai's Star Market approved and stock expected to trade as early as July 2026.

Takeaways

• Robotics and physical AI infrastructure represent a growing theme in technology, though public investment access is currently limited to specific international markets like the Shanghai Star Market.

IMAX Corporation (IMAX)

• IMAX stock is up 15% since the release of the movie The Odyssey, driven by strong box office demand and director Christopher Nolan's heavy promotion of the format (70mm and IMAX screenings).
• The stock has experienced a strong quarter, though dilution has impacted long-term equity performance compared to raw box office momentum.

Takeaways

• The "Real-World Experience" (IRL) thesis—investing in physical entertainment venues like IMAX, AMC, and the Sphere—continues to see strong consumer demand.
• Movie-specific catalysts can drive short- to medium-term upside, but investors must monitor corporate actions such as stock dilution.

NVIDIA Corporation (NVDA)

• NVIDIA CEO Jensen Musk (referenced colloquially) joined Twitter/X to lobby for open-source AI models, highlighting the strategic importance of open-weight models for economic sustainability and widespread adoption.
• Open-source AI expansion is viewed as critical for scaling AI use cases into billions of everyday tasks and maintaining hardware demand.

Takeaways

• Increased regulatory and ecosystem support for open-source AI is bullish for hardware providers like NVIDIA, which benefit from widespread AI deployment across hospitals, factories, and main street businesses.

SpaceX (Private)

• Highlighted through Gavin Baker's bull case, SpaceX's valuation and growth are tied to terrestrial gigawatt power additions and massive AI model training (such as Grok iterations).
• Projections suggest significant potential revenue scaling ($150 billion in future revenue metrics), though trading at high multiples relative to current earth-bound valuations.

Takeaways

• SpaceX bridges the gap between aerospace innovation and AI infrastructure compute demands, though private market valuations require high-conviction execution on power and scaling milestones.

Cryptocurrency Sector & Assets (BTC, SOL, MEME)

• Bitcoin (BTC) is currently trading around $64,200, experiencing choppy market conditions.
• Solana (SOL) is trading around $74, facing a sluggish broader crypto market environment.
• Sentiment in the trenches/crypto retail space is currently described as depressed with lower liquidity, though historically viewed as a accumulation window 3 to 6 months prior to a broader bull market consensus.
• Major protocols like Hyperliquid and tokenized prediction markets (Polymarket, Kalshi) continue to gain cultural and financial traction.

Takeaways

• Analysts suggest that while current price action is weak, the period preceding broad market consensus often provides the best risk-reward entry points for early-stage crypto assets and major layer-1 tokens.
• Macro risks, such as geopolitical tensions (e.g., U.S.-Iran conflicts tracked on prediction markets), continue to introduce volatility across risk-on assets.