Rand Group
@randgroup
Trading & Investing. Building @RR2Capital with over 220 early stage investments. Join my +39,000 traders community at
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⚡️ Frsh new AMA with @Stacks
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As long as bitcoin:native defends the range within the green box, the bull trend remains active. Send it!
Like it or not, but wallet fragmentation quietly killed more onchain activity than any bear market...
People hate managing five wallets to use them, so the ecosystems fixing this now will own the next wave of users.
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RWA holders by Chain:
🥇 $BNB
🥈 $HOOD
🥉 $SOL
💥 JUST IN: New Whales are Jumping into Bitcoin
Perp DEX volume reached $739B in early 2026 as the shift toward decentralised venues accelerates. Tracking @katana Perps here which just doubled its weekly trading volume.
Space is now SpaceX's smallest business. Elon took the only reusable rocket company on Earth and turned it into a datacenter 😅
nahhh this can't happen again, right? right?!
Source: @rektfencer
🇺🇸 The United States will spend $1 trillion on AI in 2027.
🇨🇳 China will spend $123 billion and still ship frontier models.
How?
Export controls were supposed to choke Chinese AI. Instead they got cut off from compute and built models 10 to 35 times cheaper than ours out of spite.
🇫🇷 INSANE: France Leads in Number of Taxes by a Huge Margin
GM guys! Have an amazing day 👌
This chart doesn't show teens getting healthier. It shows teens getting lonelier.
One image that explains the next trillion dollar industry better than any analyst report.
Building a humanoid robot requires an 8-layer supply chain most people have never thought about:
Energy ($UUUU, $OKLO) → Chips ($TSM, $AMD, $NVDA, $ASML) → AI models ($GOOG, $TSLA) → Data centers ($CRWV, $IREN, $NBIS) → Servers ($DELL, $CLS, $CSCO) → Sensors ($ADI, $OUST, $CGNX) → Batteries ($QS, $ABAT) → Testing ($TER)
The companies supplying AI infrastructure saw $318 billion in spending last year alone. That doubled from the year before.
Now add the robotics demand on top. Tesla is converting its Fremont factory from cars to robots. Figure AI just helped BMW build 30,000+ vehicles with humanoid workers.
The robots are here and the supply chain to build them is investable today.
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For far too long, trading capital and invested capital have been kept separate.
Great to see projects building infrastructure for retail users where that separation no longer exists.
Grvt x @centrifuge 🤝
The yield was always there. You just weren't allowed to have it. Until now.
Grvt Earn now offers access to yield backed by @centrifuge's JTRSY (Janus Henderson Anemoy Treasury Fund).
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3D TVs died because nobody wanted to wear glasses to watch TV.
The AR pitch is literally "what if you never took them off."
One image that explains the next trillion dollar industry better than any analyst report.
Building a humanoid robot requires an 8-layer supply chain most people have never thought about:
Energy ($UUUU, $OKLO) → Chips ($TSM, $AMD, $NVDA, $ASML) → AI models ($GOOG, $TSLA) → Data centers ($CRWV, $IREN, $NBIS) → Servers ($DELL, $CLS, $CSCO) → Sensors ($ADI, $OUST, $CGNX) → Batteries ($QS, $ABAT) → Testing ($TER)
The companies supplying AI infrastructure saw $318 billion in spending last year alone. That doubled from the year before.
Now add the robotics demand on top. Tesla is converting its Fremont factory from cars to robots. Figure AI just helped BMW build 30,000+ vehicles with humanoid workers.
The robots are here and the supply chain to build them is investable today.
Show more
200,000 new RWA holders since the start of 2026.
Tokenized real world assets continue to scale.
This chart doesn't show teens getting healthier. It shows teens getting lonelier.
