原文：
Been awhile since I've posted random thoughts!
Will continue now, just been out for few rounds of surgery, so wanted to post less frequently during recovery window.
Also working on a few special things for followers that I'll announce soon enough. But might take some time.
Anyway something interesting that I came across today was that Unitree is now trading at an implied $29.3B MC on derivative markets.
As seen with $CBRS and $SPCX IPOs, pre-IPO perpetuals map surprisingly close to opening price? (eg. cerebras was ~1.3% opening price, $155 vs. $150 for spacex). On a side note, I feel like blockchain did find a new compelling use case...
Anyway, +370%/4.7x - +414%/5.1x, on the expected IPO target at $5.7B-$6.2B this month. Would be pretty large price discrepancy.
And might might a halo effect around the robotics sector if it goes well maintains valuations.
Just some example of robotic supply chains players are Leaderdrive, Harmonic Drive, $OUST and others (NFA, just putting that out there).
I also feel like $SPCX was a bad example since RocketLab, ASTS all rose along with it, and fell.
But from what I've seen, normally sector leaders bring up valuations of other players, as seen with $LITE and broader optical ecosystem.
As for timeline dates on humanoid leaders:
Unitree ~Later this month is official timeline eg. August 20th, since aug 10th is subscriptions, 14th is final offering results.
Agility Robotics ~Oct-Dec would be my guess (Q4 targeted from investor timelines).
翻译：
已经有一段时间没有发表随机的想法了！
现在我会继续发表，之前因为手术休息了一段时间，所以在恢复期间减少了发帖频率。
同时，我正在为关注者准备一些特别的事情，稍后会宣布。但可能需要一些时间。
无论如何，我今天发现了一件有趣的事情：Unitree 在衍生品市场上的估值已经达到 293 亿美元。
从 $CBRS 和 $SPCX 的 IPO 中可以看到，IPO 前的永续合约价格与开盘价出奇地接近（例如，Cerebras 的开盘价约为 1.3%，155 美元 vs. 150 美元用于 SpaceX）。顺便说一下，我觉得区块链找到了一个新的令人信服的用例……
无论如何，预计 IPO 目标价为 57 亿美元至 62 亿美元，价格差异可能会很大，达到 +370%/4.7 倍至 +414%/5.1 倍。
如果 IPO
Been awhile since I've posted random thoughts!
Will continue now, just been out for few rounds of surgery, so wanted to post less frequently during recovery window.
Also working on a few special things for followers that I'll announce soon enough. But might take some time.
Anyway something interesting that I came across today was that Unitree is now trading at an implied $29.3B MC on derivative markets.
As seen with $CBRS and $SPCX IPOs, pre-IPO perpetuals map surprisingly close to opening price? (eg. cerebras was ~1.3% opening price, $155 vs. $150 for spacex). On a side note, I feel like blockchain did find a new compelling use case...
Anyway, +370%/4.7x - +414%/5.1x, on the expected IPO target at $5.7B-$6.2B this month. Would be pretty large price discrepancy.
And might might a halo effect around the robotics sector if it goes well maintains valuations.
Just some example of robotic supply chains players are Leaderdrive, Harmonic Drive, $OUST and others (NFA, just putting that out there).
I also feel like $SPCX was a bad example since RocketLab, ASTS all rose along with it, and fell.
But from what I've seen, normally sector leaders bring up valuations of other players, as seen with $LITE and broader optical ecosystem.
As for timeline dates on humanoid leaders:
Unitree ~Later this month is official timeline eg. August 20th, since aug 10th is subscriptions, 14th is final offering results.
Agility Robotics ~Oct-Dec would be my guess (Q4 targeted from investor timelines).
翻译：
已经有一段时间没有发表随机的想法了！
现在我会继续发表，之前因为手术休息了一段时间，所以在恢复期间减少了发帖频率。
同时，我正在为关注者准备一些特别的事情，稍后会宣布。但可能需要一些时间。
无论如何，我今天发现了一件有趣的事情：Unitree 在衍生品市场上的估值已经达到 293 亿美元。
从 $CBRS 和 $SPCX 的 IPO 中可以看到，IPO 前的永续合约价格与开盘价出奇地接近（例如，Cerebras 的开盘价约为 1.3%，155 美元 vs. 150 美元用于 SpaceX）。顺便说一下，我觉得区块链找到了一个新的令人信服的用例……
无论如何，预计 IPO 目标价为 57 亿美元至 62 亿美元，价格差异可能会很大，达到 +370%/4.7 倍至 +414%/5.1 倍。
如果 IPO
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