Investor Weekly Report 059 $FFAI FF to Unveil America's First NVIDIA Sonic-Powered Humanoid Robot and the World's First EAI Robotics Education Ecosystem ① FF to Launch Futurist 2, America’s First Full-Size Humanoid Robot with Native NVIDIA Sonic Full-Body Motion Control ② Debut FX Navi, the Nation’s First EAI Learning... Quadruped Robot, Unveil FF Master Mini and FF Nova, and Introduce the World’s First Three-in-One EAI Robotics Education Ecosystemshow more

#BTC 从历年价格高点的涨幅数据，更能直观印证主流资本的长期悲观预期： 2017年比特币历史高点2万U； 2021年高点6.9万U，较2017年涨幅3.5倍； 2025年高点仅12.6万U，相较于2021年涨幅甚至未能翻倍。 涨幅持续大幅收窄的本质，并非行情热度衰减，而是顶级机构资金看透了比特币不可修复的底层短板，这也是绝大多数散户看不懂的核心真相。 比特币最大的悖论贯穿始终：设计理念极致去中心化，现实运行高度中心化。中本聪的底层代码追求公平自治，但历经十余年发展，比特币算力早已演变为头部寡头垄断格局。 而造成算力中心化、网络无法扩容、安全风险永久存在的终极根源，是比特币与生俱来、写死在代码里的通缩减半模型，彻底锁死了全网算力的增长空间。 结合比特币出块规则（平均10分钟/块，210000区块为一个减半周期，约4年）、历史实际减半高度与时间，整理每一轮21万区块周期的起止年月如下： 基础说明 1. 创世区块：2009年1月 ​ 2. 单个周期：210000区块 ≈ 4年 ​ 3. 区块高度区间 + 对应时间、单周期产出 各21万区块周期 起止时间&产出 1. 第一轮（区块 0 ~ 209999） 起：2009年01月 | 止：2012年11月 单区块奖励：50枚/区块 单周期产出：50枚/区块 × 210000 = 10500000枚 ​ 2. 第二轮（区块 210000 ~ 419999） 起：2012年11月 | 止：2016年07月 单区块奖励：25枚/区块 单周期产出：25枚/区块 × 210000 = 5250000枚 ​ 3. 第三轮（区块 420000 ~ 629999） 起：2016年07月 | 止：2020年05月 单区块奖励：12.5枚/区块 单周期产出：12.5枚/区块 × 210000 = 2625000枚 ​ 4. 第四轮（区块 630000 ~ 839999） 起：2020年05月 | 止：2024年04月 单区块奖励：6.25枚/区块 单周期产出：6.25枚/区块 × 210000 = 1312500枚 5. 第五轮（区块 840000 ~ 1049999） 起：2024年04月 | 止：2028年04月 单区块奖励：3.125枚/区块 单周期产出：3.125枚/区块 × 210000 = 656250枚 ​ 6. 第六轮（区块 1050000 ~ 1259999） 起：2028年04月 | 止：2032年04月 单区块奖励：1.5625枚/区块 单周期产出：1.5625枚/区块 × 210000 = 328125枚 截至第六轮减半结束（预计2032年4月），比特币累计产出： 20671875枚 对比2100万枚总量上限： 全网仅剩余328125枚未挖出 这意味着：2032年比特币98.4%的总量将彻底挖空，仅剩微量代币极慢释放。 这套通缩模型直接宣判了比特币的宿命：产出越来越少、矿工收益越来越低、算力无法扩容、中心化风险永久固化。比特币原生生态已经没有自我迭代、自我救赎的空间，这也是本轮牛市高度受限、主流资金不敢重仓的底层核心。 而 DMT-NAT（ #NAT ） 的发现，完美补齐了比特币缺失的未来，成为BTC公链唯一破局方案。 $NAT 是全球首个基于数字物质理论的比特币原生链伴生资产，完全实现与BTC同算力、同区块、同公链、同地址、同源共生。 无需新矿机、无需新算力，每十分钟每区块随BTC区块同步产出，挖 #NAT 附赠 #BTC ，是比特币主链唯一原生、全开源、共享底层安全的区块第二份资产。 2032年后比特币本位产出彻底枯竭，那么$NAT 就是延续比特币算力生态、链上价值、去中心化叙事的唯一继承者。 $BTC 负责奠定底层价值根基，#NAT 负责延续比特币未来百年的生态生命力！

The more I look at FFAI’s recent direction, the more it feels familiar in a surprising way. Not from the EV industry. But from a much earlier phase of its history — the consumer electronics / fast product cycle era. There is a certain rhythm emerging again: high narrative velocity, aggressive product expansion, multi-form hardware lineup, ecosystem storytelling, and strong emphasis on consumer-facing experience. The upcoming June 16 launch of “EAI robots for education” strengthens that impression. FFAI is not just presenting a single robot. It is introducing a full product spectrum: humanoid, quadruped, education-focused devices, companion robots, developer platforms, and ecosystem services. This feels less like traditional robotics development. And more like a consumer hardware rollout strategy — closer to how fast-cycle consumer electronics companies used to operate. In that sense, what stands out is not only the technology direction, but the go-to-market style. The focus is shifting toward: • product family branding • consumer accessibility • education and home usage scenarios • ecosystem-driven expansion • rapid iteration cycles This is a very different approach from typical robotics companies, which tend to move slowly, focus on industrial use cases, and prioritize technical depth over distribution. Of course, this approach carries both upside and risk. On one hand, it can accelerate adoption and create early market presence in a fragmented category. On the other hand, success depends heavily on execution discipline — supply chain stability, product reliability, pricing strategy, and long-term user retention. What makes FFAI interesting is that this “consumer hardware playbook” is not new to them. It echoes an earlier era of the company, where storytelling, product positioning, and ecosystem ambition played a central role in driving market attention. The question is whether this time, the execution layer can match the ambition. Because unlike the past, the Physical AI and robotics space requires not only narrative speed, but also real-world reliability and sustained deployment. So the June 16 event is not just about new products. It is a test of whether FFAI can successfully re-enter a consumer hardware-style growth loop — this time powered by AI. If successful, it would not just be a robotics story. It would be a revival of a familiar playbook, adapted to a new technological cycle. If not, it risks repeating the tension between ambition and execution that has defined its history. Either way, the direction is becoming clearer. FFAI is trying to behave less like a traditional EV company… and more like a consumer AI hardware company again. #FFAI #AI #Robotics #PhysicalAI #ConsumerTech #EdTech #EV

$FFAI Reverse split incoming. Previous: August 28, 2023: 1-for-80 March 1, 2024: 1-for-3 August 19, 2024: 1-for-40 This means a investor would have needed to hold 9,600 shares prior to August 2023 just to equal 1 share today.

I’m starting to understand FFAI’s potential advantage differently. Maybe its edge is not being the strongest pure robotics company. Maybe its edge is complex intelligent hardware integration + software experience + consumer product thinking. FF91 failed commercially, but the capabilities built around it — software architecture, OTA, sensors, HMI, cloud connection, UX and system integration — may now be transferable into AI terminals and educational robots. The June 16 launch feels important because FFAI is not only presenting “robots.” It is trying to build a consumer-facing Physical AI ecosystem: EAI terminals, education robots, developer platform, data factory, To B education solutions, and To C home learning products. This may be a more realistic path than immediately scaling EVs. For FFAI, robots may not replace cars. They may become the first commercial bridge back to the larger AI + mobility ecosystem. High risk, but the strategy is starting to make sense. #FFAI #AI #Robotics #PhysicalAI #EdTech #EV

Mr. surface. your share price is still 0.30 cents, your company is successful but not your share price. boring

FFAI's first NVIDIA Sonic-Powered Humanoid Robot. it's a $2B company building a robot for an ecosystem that doesn't exist yet. jueguito

very good company. I will continue to support as an investor, being part of this great company. As soon as I have my first earnings as an investor, I will buy my first robot for my five-year-old son. @YTjiaFF

啥时候回来？你乐视的员工过得太舒服了 我很酸

啥时候回国，我给你带点板砖

Futurist 2🧐

Fix your stock price guy

拉盘大哥

有不是和Nvidia合作。

翻不起多大浪

骗子，还钱！

Very smart

还是很佩服贾先生的，从你身上看到了一股不服输的劲头！

Scammer!