🆘 What happened in Onchain in the last ~24h🆘


● Hyperliquid Reaches ATH
● $BR OI Surged 303%.
● Garret Jin took profit on his $HYPE long and entered a $UNI long.
● Circle Minted 530M $USDC.
🟢 [Gainer] $DOT rose 173%, bringing its current MC to $2.6M.


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🤖Robo Strategy A to Z: Physical AI에 대한 순수한 투자 접근 프리미엄, 근데 플라이휠을 곁들인

로보스트래티지(NASDAQ: $BOT)의 구조에 대해 A to Z 분석하는 아티클을 작성했습니다. Physical에 대한 현재로서는 유일한 투자처라는 장점 및 조금은 어려울 수 있는 구조, 그리고 그 리스크에 대해서 상세히 분석해봤습니다.

📖목차

1. 로봇 도입의 경제성은 인건비 절감이 아니라 리스크 헤지다
- 노사 갈등이라는 불확실성이 커질수록, 로봇의 미래 가치(옵션 가치) 역시 기하급수적으로 상승

2. 그럼 어떤 로봇 기업이 승자가 되는가?
1) PC에서 모바일로 하드웨어의 전환 - Intel & AMD vs ARM 사례
2) 모바일에서 플랫폼으로, Motorola vs Apple 사례
- Physical AI의 승자는 아직 정해지지 않았고, 바로 그 미정의 구간에서 새로운 기회가 만들어집니다.

3. 투자자 관점에서의 Physical AI 해자는 접근성 그 자체
GPT-4 모먼트'에 OpenAI, Anthropic에 투자했다면?
- OpenAI는 290억 달러(2023년 1월)에서 8,520억 달러(2026년 3월)로 약 29배
- Anthropic은 Claude 3 출시 직후 사업이 본격화된 2024년 초 184억 달러에서 9,650억 달러(2026년 5월)로 약 52배
$DXYZ 가 일반 투자자에게 OpenAI, Anthropic 등 비상장 테크 기업의 투자 기회를 열어주었듯, 로보스트래티지는 비상장 로보틱스 기업에 선제적으로 투자할 수 있는 통로

4. Robo Strategy 포트폴리오 분석 - 가장 순수한 Physical AI 투자처, 근데 이제 재귀적 루프를 곁들인
1) 단일 로봇 회사를 사는 게 아니라 노동이 자동화되는 과정 전체에 투자하는 펀드 라는 포지셔닝
- 작성일(6월 17일) 기준 로보스트래티지의 최신 주가는 $35.78, 주당 NAV 는 $7.18이며, 이에 따른 NAV 대비 프리미엄은 +398.31%
2) 두 번째 특징은 Premium-to-NAV Flywheel
- 프리미엄이 자본을 부르고 그 자본이 다시 프리미엄을 정당화하는 자기강화 구조
vs. MSTR, vs. DXYZ, vs. AERO 사례

5. 리스크

6. 마치며 - 제 개인적인 생각

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#BOT #RoboStrategy #Stock

🆘 What happened in Onchain in the last ~24h🆘


● $apxUSD depegging is deepening.
● The initial investor of $ZRO has transferred unlocked $ZRO ($3.96M) to #Binance.
● [💀] The UXLink exploiter has completed laundering all stolen funds.
● [💀] $LBP suffered a $377K-scale exploit.
🟢 [Gainer] $KARMA surged up to 114% (current MC $494K).


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#Highlight #Daily #Onchain

👾GLM related Crypto Project

1) GLM-5.2, created by Z.ai, is currently dominating the timeline.

2) Steven Bartlett brought up Bernie Sanders' proposal that workers should own 50% of the major AI companies.

3) Vance's response: "The president by the way likes that idea too. He likes that idea."
https://x.com/Ric_RTP/status/2067595020513710493

4) The suspension of Claude 5 Fable accounts is further accelerating this trend.

5) Consequently, the interest in and necessity for Open Source AI LLMs have reached an all-time high.

6) Amidst all this, the exceptionally strong performance of GLM-5.2 has generated massive widespread interest.
https://x.com/arena/status/2066957802741043641

7) Z.AI's developer, Zhipu(Hkex: 2513), has surged roughly 18x since its IPO in January.

8) Interestingly, Z.AI also has partners within the crypto space.

...

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#Z.AI #GLM-5.2 #PHA #IO

🆘 What happened in Onchain in the last ~96h🆘


● Royal Government of Bhutan sold 282.02 $BTC ($18.26M).
● [💀] Another Exploit occurred on Aztec in just 3 days!
● [💀] jaredfromsubway.eth suffered a $15M Exploit.
● [💀] The BSC Labubu project suffered a $1.15M Exploit.
● [💀] Namada MASP suffered a $600K Exploit.
● [💀] Taiko suffered a $1M Exploit.
🟢 [Gainer] $BP reached ATH and is currently at $0.607 (MC $607.29M).


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#Highlight #Daily #Onchain

🆘 What happened in Onchain in the last ~24h🆘


● $BabyDoge Team sold 597T $BabyDoge ($200K).
● [💀] Funds linked to the Hashflare scam, totaling 10.6K $ETH ($18.5M), have started moving.
● [💀] *It was revealed after 7 days that Secret Network suffered a $4.67M Exploit.
🟢 [Gainer] BSC meme $MAME is up 1054%, and its current MC is $7.24M.
🟢 [Gainer] $ARX rose 248% on the 1d after TGE. (Current FDV: $470M)


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#Highlight #Daily #Onchain

🆘 What happened in Onchain in the last ~24h🆘


● THORChain's network has fully recovered and is resuming operations.
● A 7-year dormant whale is selling $ETH.
● [💀] Cardano wallet SecondFi suffered an Exploit of at least $2.4M.
🟢 [Gainer] $ETHLABS has surged approximately 1000%, bringing its current MC to $1.47M


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#Highlight #Daily #Onchain

🆘 What happened in Market in the last ~24h🆘


● Micron crushed their earnings
● Oil prices have returned to pre-war levels as of February 28.
● $CARDS rose 8% in just 15 minutes after the news of its #OKX spot listing.
● Trading is live again on THORChain.
● Polymarket is now live on Telegram
● UNI — no-code token auction
● [💀] Kyber Network Exploiter has started laundering funds again.
🔴 [Loser] $MIM has depegged. (24H -37%, Depeg -50.72%)
🔴 [Loser] $M plunged 85%.


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#Highlight #Daily #Onchain

🆘 What happened in Onchain in the last ~24h🆘


● Multicoin has targeted $HYPE to 689 by 2028
● Base chain is down.
● The PumpFun team transferred 62B $PUMP ($76.5M) to Squads Multisig.
● The Floki team sold 21.5B $FLOKI ($497K) OTC.
● CoinEx withdrew 20M $USDT from Aave.
● [💀] Proposal 67 was submitted to Tornado Cash’s DAO for the purpose of a governance attack.
● [💀] Some Polymarket users suffered at least $2.94M in losses.
● [💀] A wallet address linked to hacked funds has started moving funds.
● [💀] A wallet address suspected of holding hacked funds has started moving funds.


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#Highlight #Daily #Onchain

🆘 What happened in Onchain in the last ~72h🆘


● Arthur Hayes Next pick is $SYN
● Hyperliquid has been added to the MAS's Investor Alert List (IAL)
● $ETH’s position is being threatened by $USDT.
● Part of the 6438 $ETH ($15.18M) that had been dormant for 5 years was deposited into Tornado Cash.
● $apxUSD’s depegging broke through $0.66. (currently $0.74)
🟢 [Gainer] $KLED rose 191% after news of signing a $12M deal.
🟢🔥 [BANGER] $ANSEM skyrocketed 8058% after Ansem mentioned that he would return part of the fees as an airdrop.


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#Highlight #Daily #Onchain

Will Arthur show his paper hands again?😨

Compared to the grand vision he promotes, Arthur Hayes tends to liquidate his positions far too quickly, making his short-term profit motives rather obvious

He said:
🌊 $HYPE to $150, but dumped at $61 after ? months,
🟠 $ZEC to $10K, but dumped at $423 after ? months,
🧊 $CARDS to $4, but dumped at $0.26 after ? days.
⚪️ $WLD to $10, but dumped at $0.47 after ? days.
(He even said, "I’m still holding $WLD", but sold all the next day 😂)
And today, he shilled $❓❓❓ at $0.36


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#ArthurHayes #Maelstorm $HYPE $ZEC $CARDS $WLD

🆘 What happened in Onchain in the last ~24h🆘


● India's USDT premium has surpassed 8.7%.
● 550K $BTC has flowed into #Binance and #OKX.
● Swellchain's mainnet is scheduled to stop block production.
● Ansem has completed the $ANSEM airdrop.
🟢 [Gainer] Binance’s Crime sent $FLORK soaring 991% in 2 hours.


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#Highlight #Daily #Onchain

🗓 2026 July Crypto + Market Calendar

Noteworthy events😨

Jul 1: $KLAR - Klarna vs Google Lawsuit Result
Jul 1: $XCN - Announcement
Jul 1: $dYdX - Announcement
July 2: $SECZ @Securitize - Nasdaq Listing 🔥🔥
Jul 4: 🇺🇸US - Trump speech on USA 250
Jul 4: 🇺🇸US - final CLARITY Act text will be released by Lummis
Jul 7: SAMSUNG - (Preliminary)Earnings
Jul 8: Anthropic - KYC for users
Jul 10: SK Hynix - ADR Nasdaq Listing🔥
Jul 13: $CC - DTCC tokenization service test on Canton
Jul 15: SIGN - $SIGN unlock reschedule
Jul 16: $HYPE - Hyperliquid Summit NYC
Jul 16: 🇰🇷KR - Interest Rate
Jul 17: 🇺🇸US - House Committee - Clarity Act hearing
Jul 24: $WLD - Unlock Rate Decrease by 43%
Jul 29: SK Hynix(000660) - Earnings

... and many more

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#July #Schedule #Calendar

🆘 What happened in Onchain in the last ~24h🆘


● EF deposited 4,938 $ETH ($7.7M) into Lido.
● Taiko is restarting its Network.
● Over the past 7 days, HyperLiquid’s priority fees surged, burning 12.8K $HYPE ($836K).
● [💀] Assets believed to be related to the Grinex hack funds ($13.7M) are on the move.
● [💀] A $353K Exploit occurred on Edel Finance.
🟢 [Gainer] The hype around $ANSEM shows no signs of cooling down!


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#Highlight #Daily #Onchain

🆘 What happened in Onchain in the last ~24h🆘


● Robinhood mainnet has officially launched.
● Circle has minted 1.5B $USDC.
🟢 [Gainer] $TESTICLE rose 19.43% over 4h 50m after its Moonshot listing. (Current MC $5.3M)
🟢 [Gainer] $VVV rose up to 18% after news of raising $65M in funding.
🟢 [Gainer] $CASHCAT rose up to 1145%, with its current MC at $5M.
🔴 [Loser] Steam22 $STM’s dev dumped 12.72% of the supply, causing a 97% crash.


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#Highlight #Daily #Onchain