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s4mmy· 2025-09-14 17:02
RT s4mmy (@S4mmyEth)Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...
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s4mmy· 2025-09-14 16:46
The entire crypto robotics market cap is just 12% of the Pump Fun market cap.If you think PUMP is undervalued at $3bn ($8.7bn FDV) what price point do you think crypto robotics should trade? https://t.co/KkNRHl3f9Js4mmy (@S4mmyEth):Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...
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s4mmy· 2025-09-14 16:23
To be clear I still think we are early to the Robotics trade.If you’ve seen how badly some of them move, it’s borderline laughable.However, as AI improves so will their co-ordination and functionality.Once we have robots doing chores in homes at competitive price points there will be a surge in retail interest.We aren’t far off; you can pick up a “half decent” humanoid robot for $10k. Still too expensive for your everyday household, but not eye watering.What does this mean for Decentralized Physical AI (“De ...
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s4mmy· 2025-09-14 15:52
What does this look like visually? https://t.co/FI7UeVLH7cAdam McBride (@adamamcbride):The meta to rule all metas will be obvious in hindsight https://t.co/RRK7kkJF5w ...
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s4mmy· 2025-09-14 15:41
I’m starting to see an uptick in social media engagement for Decentralized Physical AI (“DePAI”) / Robotics.This is an indicator that outside interest could be paying attention.The DePAI market cap ($375m) is just 1% of DeAI; that’s an asymmetric bet.Pay attention. ...
X @s4mmy
s4mmy· 2025-09-14 14:41
Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...
X @s4mmy
s4mmy· 2025-09-14 14:34
RT s4mmy (@S4mmyEth)PUMP has an insane revenue engine which (alongside its streaming virality) has driven its FDV above $8bn.Crazy that building a traditional business & integrating buybacks would work.You should also pay attention to AI backed revenue generation, so I’ve linked examples below: https://t.co/KPhReiBXQT ...
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s4mmy· 2025-09-14 14:28
Link to article: https://t.co/JaJpnnvv1Q ...
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s4mmy· 2025-09-14 14:04
I frequently check Reddit for perspectives outside of our CT bubble.This “GameSquare Holdings” bull post has two super interesting observations:1) Rekt Drinks is going mainstream.2) 2021 PTSD suggests normies still value ‘Blue chip’ NFTs as worthless, even this Cowboy Ape Cryptopunk acquisition.If there’s interest I’ll share the article link to read also; pretty well researched stock pick analysis from a tradFi professional. ...
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s4mmy· 2025-09-14 10:31
RT s4mmy (@S4mmyEth)PUMP has an insane revenue engine which (alongside its streaming virality) has driven its FDV above $8bn.Crazy that building a traditional business & integrating buybacks would work.You should also pay attention to AI backed revenue generation, so I’ve linked examples below: https://t.co/KPhReiBXQT ...