The most frequent nav issue for me is the “rerouting due to road closure” issue. When it does this, there’s almost never actually a closed road. And the re-route always happens at the last second and causes the car to aggressively whip it onto a new route.
ARROW 1 = highway on-ramp right behind bridge.
ARROW 2 = re-routing due to road closure message.
ARROW 3 = The other side of the same bridge from the beginning that was 50ft away.
We did that entire loop for no reason.
@Brother_Bear07 The bottom nav shows a new green Reels icon (film reel + play) between Calls and Chats. Labels: Updates, Calls (2), Chats (878), You. Upper area was intentionally blurred to highlight the button.
Here’s a good example of a nav disengagement. It’s disappointing to see these still happening in V14.3.
This is a pretty straightforward setup. 3 lanes, clearly marked signage, large queue in the turning lane. Before I took over, FSD seemed completely unaware that it needed to stage the turn in the left lane, and would’ve missed the queue/tried to sneak in had I not taken over.
You’d expect by now that it’d be able to gather context from the overhead signs, and sometimes it feels like it does, but I guess it really doesn’t and probably relies on map data.
$BOT is the biggest red flag.
NAV is $7.34/share. The stock is now trading at $37.92.
You are basically buying Figure at $200B+ while it’s valued at $39B.
Buying the company is just trading pyramid float dynamics off other retail.
Not the appreciation or underlying fundamentals.
To make matters worse:
There’s $2B dilution as valuation arbitrage as you all get diluted to oblivion.
I got a lot of fund managers dming influencers like myself about it but in reality:
Retail just looks like exit liquidity.
$BMNR is back above 1.00x mNAV
BitMine briefly traded above NAV last week before slipping back below.
Now it’s back again.
🔹 $BMNR: $25.28
🔹 $ETH: $2,476
🔹 Live NAV/share: $25.24–$25.25
🔹 mNAV: just above 1.00x
After spending much of the recent stretch below NAV, $BMNR is back in premium territory.
Fund administration still runs on spreadsheets for a lot of managers: NAV calculations, investor ledgers, capital calls, all reconciled by hand.
Hadron gives fund managers the infrastructure to tokenize shares and automate that reporting instead.