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Andrew Kang
@Rewkang

The Unitree IPO will be a landmark moment for the humanoid robotics industry The stated IPO valuation is $9B, but Hyperliquid currently prices it at $35B RoboStrategy wrote a primer to get smart on Unitree

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http://x.com/i/article/2087552906962604032

· 123K Views

48 Reposts 16 Quotes 583 Likes 253 Bookmarks
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56 replies collected of 66 X reports
Occo @occoxbt · 41K D

@Rewkang unitree going brrrrr

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Gold @Gold_Cryptoz · 35K

@Rewkang Think VIRTUAL can benefit short term into this

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Tisho 🪐🛸 @mempool_soutine · D

@Rewkang The gap between the $9B valuation and the $35B market price says a lot about how fast people expect this space to move

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Pavel Bennett @pavelbennet · A

@Rewkang that gap between 9B stated and 35B implied is where all the hype lives and historically thats also where the pain gets distributed on lock expiry. seen this play out with every hot ipo that pre traded at a massive premium, retail holds the bag while early holders use th

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Young ⛾ @young_crypton ·

@Rewkang what should we be expecting

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Willy Wonka 🍫 @WillyWonkaCT ·
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black @heiwushiJ · 12K D

@Rewkang $9B on paper, $35B on Hyperliquid. That gap alone tells you how much heat is already in the humanoid robotics trade. Unitree IPO is going to be a big checkpoint.👍👍👍

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Anbarw Keng @Borgi50116472 · D

@Rewkang My internal plan is as follows ⬇️ 👇

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Netinho Andrade @pteroma_walk · D

@Rewkang A $9B IPO with a $35B market price means traders expect a huge pop right out of the gate

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J777Crypto 📿 @J777Crypto · 89K A

@Rewkang new robot pfp ? lmaooo

1 3
Laura Harper 🔸 Crypto @LauraHarpercoll · 13K D

@Rewkang A 4x premium on a pre-IPO perp isn't price discovery It's narrative liquidity masquerading as conviction The real price check happens at IPO day, not on Hyperliquid

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Resaang @resaang · 33K

@Rewkang Thank you for this super insightful

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Jay Mason @JayMason3131 · C

@Rewkang Just the beginning for the sector

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intern @intern · 141K

@Rewkang turns out Hyperliquid pre-markets are a genuinely useful financial innovation who would have thought

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Roundtripp3r @hansworsttttt ·

@Rewkang Bro 219x statutory earnings

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踏空 Sidelined Capital @sidelined_cap · D

@Rewkang A $9B IPO valuation and a $35B perp price are already two different robots.

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帅帅🐂🀄️ @ssovoovo · 31K A

Comparing the $9 billion official valuation with Hyperliquid’s $35 billion, that premium is essentially pricing in the speed at which humanoid robots will achieve large-scale deployment. Do you think the post-listing price will rapidly converge toward the pre-market level, or will the pre-market price pull back first?

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Adel Bucetta @adelbucetta · D

@Rewkang that gap between stated and expected valuation says a lot

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Eddy Luxe⚡🇺🇸 @eddyluxe_ · A

@Rewkang 🫡

MoMoMacro @MoMoMacro · D

@Rewkang That 4x gap between the IPO and Hyperliquid pricing is wild.

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big dreams @the2xld ·

@Rewkang This means that traders on hyperliquid are placing approximately 4x premium on unitree I don’t think there’s so much upside from there For anyone who can get in at 9b, the possibility of pocketing a 4x return in a short period of time should get them excited

1 1
PolyGod @luo_zi97366 · D

@Rewkang the 9% industrial figure is the whole piece. they're building 75,000 units of capacity for a buyer that's currently mostly guided tours, and the QDD heat ceiling is what stands between them and the real one.🤖🤖

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Emma @emmaxeth · 10K D

@Rewkang Big moment for robotics. The future is here

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DrKnowItAll @DrKnowItAll16 · 70K

@Rewkang Read the primer. It's excellent!

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FlowState  @QtarEVM · 112K A

@Rewkang priced at 35b before the ipo even opens somebody tell hyperliquid its not a memecoin

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Abhay 📍NYC @abhayait · D

@Rewkang hyperliquid pre ipo market is now the reference price people quote for unitree. a 26b gap, on an orderbook anyone can actually hit instead of a broker quote you have to get read into.

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Strike Robot @StrikeRobot_ai · B

@Rewkang Andrew, you’ve invested enough in the robots already Time to invest in the platforms where we actually train them too 🫡 x.com/StrikeRobot_ai/status/20…

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Fin @Farnone06 ·

@Rewkang Excellent read from someone who has new clue what’s going in robotics.

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Uncle Link @UncleLinx · D

@Rewkang hyperliquid pricing something 4x the actual IPO before it even lists is either the best alpha signal on the planet or proof these pre-IPO markets are just vibes with leverage attached. no in between tbh

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3DMax @3DMax_Virtuals · 13K B

@Rewkang Andrew help @eastworlds_io Virtuals team to be best robotics in crypto

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Kovan @0x_Kovan · D

@Rewkang humanoid robotics getting its first real public market moment. huge.

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Steven Cheng @stevencheng · D

@Rewkang $35B is wild. Their G1 hitting sub-$20k price points really forces the entire industry to rethink hardware margins.

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shooter.eth @phuktep · A

@Rewkang is BOT allowed to acquire unitree shares once they begin trading?

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RationalInvestor @Orangeman1992 · A

@Rewkang hyperliquid:native #tradexyz

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Steven Cheng @stevencheng · D

@Rewkang That valuation gap is wild. Keep an eye on their B2B shipment volumes, that is the real metric to watch right now.

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0x阿贱空🚢 @unlovabledivine · C

@Rewkang Unitree IPO? Robot bags loading. Let's go.

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42 @42space · 52K A

@Rewkang this one will be a crazy one 42.space/event/0xD1fbbACEb623a…

Phillip Lord @philliplord1 · 16K

@Rewkang Agreed this is going to put this sector on the map

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Zhao Liu @liuzhao_666 · D

@Rewkang The gap between a $9B IPO and a $35B prediction-market valuation is the humanoid hype premium in one line.

Dracule Mihawk @Mihawk_Research · D

@Rewkang What would force Hyperliquid down to $9B here, and is that gap just illiquid pricing or a real read on demand?

Mark // @Mark63346155 ·

@Rewkang 👁️👁️

Kabel-Salat | AI & Tech @kabelsalat_info ·

@Rewkang That gap between $9 billion and $35 billion is huge. I’d want to see the IPO price before reading too much into it.

鸣的意识形态 @ios09ta · C

@Rewkang Hey bro, can you follow me? I'll support you often

Anthony Richmond @AnthonyR1ch ·

@Rewkang The big gap between the stated $9B valuation and Hyperliquid’s $35B pricing definitely highlights strong market optimism around Unitree and the humanoid robotics sector

DeFiKenan.BNB @KenanEee · D

@Rewkang huge gap between the valuation and market expectation, someone is going to be wrong x.com/KenanEee/status/20879901…

蜜罐妹玩交易Honey Pot Trader @haliluya8911 · C

@Rewkang The boss asked you guys don’t buy it for making money only

寻一方净土 🍌 🦍 @TUGE8888 · 30K D

@Rewkang Humanoid robots will be the trend of the future

Zhao Liu @liuzhao_666 · D

@Rewkang The valuation debate will be settled by deployment hours, service revenue, and intervention rate. A public listing can price the category before general-purpose utility is proven.