I’m connected to hundreds of VCs, whales, market makers, exchanges, research firms, basically anyone you'd consider a key contributor to the crypto industry.

I try to speak with as many of them as regularly as possible - not just to maintain my network, but to source alpha and gauge the current appetite of whales and smart money. Because that’s usually where future narratives are born.

There’s one vertical that’s getting more attention and interest across my network than probably all others combined:

Robotics and physical AI.

You might wonder why it’s still so quiet publicly, but the answer’s simple:

It’s still extremely hard to get exposure to solid plays in that vertical, especially at the intersection with crypto.

But it’s only a matter of time before big money places its bets and then starts actively pushing a major robotics narrative into the public.

Still feeling very comfortable with my $PEAQ bags here, I believe they’ll be one of the biggest beneficiaries of that narrative wave.

$OVR will surprise a lot of people too, heard it here first.