$DEUS is currently trading at a $17M mcap, $34M FDV. If you deduct the 30% supply being held and governed by the DAO, it's just a $24M FDV.


So the fairest metric would be to say that XMAQUINA is trading at a 2.4x to NAV.
In comparison, RoboStrategy / $BOT is trading at a 5.1x to NAV with a strong uptrend and narrative forming around it.
There is an interesting catch up trade here in my opinion, on top of some additional tailwinds:
1) I still think robotics is not a consensus trade right now, but the "ChatGPT moment" of physical AI is yet to come. There will be explosive demand for these very inaccessible companies, and $DEUS and $BOT are currently the only vehicles out there that allow you to get exposure to them.
2) What's even more interesting is that XMAQUINA will soon evolve into a Robotics Capital Markets protocol. The natural evolution from "just an investment vehicle" into an actual revenue generating company by tokenizing each individual robotics deal and giving people direct ownership, while taking a cut on the trading fees, all accruing to $DEUS. Essentially, imagine RoboStrategy and xStocks / PreStocks having a baby.
I know it feels wrong to buy things at a premium to NAV, but sometimes there is a bigger picture worth digging into.
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