Most of institutional capital is not that sophisticated & often miss big innovations. Individual investors can beat them to the punch We saw this in mass with crypto over the last decade We saw it with SpaceX, Palantir, etc who raised from SPVs We now see this with Robotics

We’re excited to colead Dyna’s Series A with a $68M investment Dyna is one of the ONLY companies that have performant physical intelligence models that are ready to be deployed in the real world Physical AGI is coming! Make sure to follow @Lindon_Gao @JasonMa2020 @YorkYang5050

Why the humanoid form factor

Jensen Huang, Elon Musk, and Sam Altman are all saying that humanoids will be one of the largest industries ever Yet more than half the investors I speak to don't believe in humanoids One of these groups is visionary and the other, retarded

Jensen Huang, Elon Musk, and Sam Altman are all saying that humanoids will be one of the largest industries ever Yet more than half the investors I speak to don't believe in humanoids One of these groups is retarded, and it's not the visionary founders

Institutional capital lags in emerging sectors needing new expertise. EmbodiedAI, especially humanoids, is opaque to most funds, but big money coming in 2026. Aggressive shops are already front-running the move.

The total market cap of private robotics companies (~$70-$100B) is not much larger than the market cap of Pokemon cards ($20-50B) You cannot be allocated enough to robotics sector growth

Earlier this year, we led an investment consortium that invested $120M into @Apptronik This is our thesis on Humanoids and Apptronik

Humanoids - Our Investment in Apptronik

Excited to see a successful follow on raise for StablecoinX of ~$530m which represents roughly 14% of the circulating market cap of $ENA. To put this into perspective, this raise is the equivalent of: i) Saylor raising ~$300b to buy BTC ii) Tom Lee raising ~$75b to buy ETH

StablecoinX Inc. @stablecoin_x has announced an additional $530 million capital raise as part of its $ENA accumulation strategy. To date, StablecoinX has raised a total of approximately $895M in PIPE financing, which is expected to result in a vehicle with over 3 billion ENA

nearly every day insane progress is being made in robotics with little to no media coverage. still early.

Unlike the launch of the ETH ETF, the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out what happens when that buying dissipates

Would estimate we're about to hit $5b in ETH liquidations across exchanges Taking us down to $3.2k - $3.6k Good night

According to Beaconchain data, the amount of ETH in the Ethereum validator exit queue has bounced back sharply, with 699,600 ETH (worth ~$3.29B) currently waiting to exit, estimated at 12 days and 4 hours.

Unlike the launch of the ETH ETF, the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out what happens when that buying dissipates

The market is a device for transferring money from the impatient to the patient

The market is a device for transferring money from the impatient to the patient

Today we unveiled the first humanoid robot that can fold laundry autonomously Same exact Helix architecture, only new data

You will see public companies hold wrapped USDe instead of cash or treasuries by next year Yield > depreciating fiat and their stablecoin equivalents $ENA

Everyone talks about the ChatGPT moment for robotics, but the AlphaGo moment has already been realized for PhysicalAI and this is all that's needed for the initial proliferation of intelligent robots We are already at the point where some researchers/companies are developing fine-tuned models that achieve better performance and accuracy than a human over long time horizon. Cross-task generalization is the holy grail which we are not far off from, but if you can get a robot to do even one task really well, and finetune models on new tasks fairly quickly then there is huge demand for that. 2026 we will start seeing real roll outs of these robots, not just in pilot, but in real production environments across industries

Just as we had AI vs Humans in Go, Chess, DotA, we will also have robots vs human games This can take many variations Unenhanced humans vs teleop or AI driven robots Humans w/exoskeletans Teleop’d robot vs AI driven robots The AlphaGo moment will be when the AI robot defeats the worlds #1 MMA fighter

Competitive Robot combat, games, sports will be a huge phenomenon that emerges this next decade Controlled via remote controllers, whole body motion capture and also end to end neural nets DM me if you are building if this space. Would like to fund

This would be the equivalent of MSTR raising $200B to buy BTC Ethena is one of the few legit projects in crypto that still has massive growth potential Perps will expand beyond crypto and eat finance, and $ENA will be one of the top benefactors

“We need people, because we’re building so many factories in the country so AI can help with that, but what also’s gonna help is robots. The robots I think are gonna be a big deal” It’s been very clear that the USG will be spending 100s of billions to support the domestic robotics industry. It’s an absolute imperative that the US robotics industry should flourish for the US to remain self sufficient and globally dominant

We took a look at the hourly cost equivalence of a humanoid at different price points vs human labor A humanoid at $50,000 is more economical than even a worker in India at $2/hour Human labor will be mostly unnecessary in the next decade

Hiring a rockstar Investment Director Opportunity to join what will be world’s largest Robotics venture fund from the ground floor Must have prior VC experience / strong track record Hit them DMs

Humans have always feared alien intelligence coming from an outside world Instead, it will be the alien intelligence we created that we should've been fearful of

This is literally how Skynet started

The Bitcoin financial ecosystem will eat the world. Solana is a prime environment for its next phase of expansion. In our research, we explore how @ZeusNetworkHQ will be one of the key projects driving that forward

It would be incredible to have the neuroplasticity of a child without any cognitive downsides by just taking a pill This would be another breakthrough for human civilization Who is working on this?

Trade War Trump Put was stone cold bottom for $BTC Conditions are perfect for continued grind up for $BTC Difficult to foresee anymore 30%+ corrections until at least $140-160k

There is no second best

ETH Treasury Strategy companies will go the same way as the ETH ETF Demand expectations much higher than reality Expect most to be trading at significant NAV discounts by next year

Welcome to the most boring video we've ever posted Here's 60 minutes of our humanoid robot solving logistics, powered by our Helix neural network

The key takeaway is that the best humanoid companies are not just selling a product, they are selling labor Walmart’s annual net profit is $20B. SG&A Labor + COGS Labor costs Walmart $160B per year. 8x the size of their business If a robotics company could replace and reduce their labor costs by 25%, they triple their profits $40B saved by Walmart, $100B in revenue to the company selling labor The next Industrial Revolution https://t.co/HGMAiwHOvo

The humanoid form factor is mostly optimal for a general purpose robot The only major improvement I envision would be adding wheels as feet - a mechanical innovation that doesn’t exist in nature Future versions of humanoids may look like this

Can someone please connect me to the Andrew Kang at Microstrategy

Rewriting Crypto Trading Capital Structures - @breakoutprop Access to capital is a huge barrier for retail crypto traders. This forces them to choose between trenches or irresponsibly high leverage. There’s a better way. Crypto trading is evolving from a monolithic, collateral-heavy world to a modular, capital-efficient future. Just as DeFi unbundled exchanges into primitives—AMMs, oracles, lending markets—we’re now seeing the capital stack itself rearchitected. The old way? On traditional venues you front the capital and take all the risk. Leverage amplifies both gains and catastrophic losses. It's a system designed to bleed most traders dry. @Breakoutprop has a different model. They’re pioneering this shift by rewriting the trading capital structure stack by allowing users to trade with capital—not against it. Instead of your capital at risk, it's theirs. Traders bring the skill, they bring the capital. Both share the trading profits. Pass the evaluation, and traders get access to house money and no liquidation anxiety. It’s a structure that flips the script: risk is externalized, alpha is rewarded. The structure prioritizes upside for performance. Better traders can fast track their portfolio growth without resorting to high leverage. What Breakout is building isn’t just a funding model; it’s a new financial primitive that slots cleanly into the emerging modular trading stack. Think: execution layer, perp infra, and now → capital-as-a-service. Breakout accounts scale up to $100K in size (with max combined capital of $200K), and traders can access 5x leverage on BTC/ETH and 2x on altcoins. In practice, that means <$1K in evaluation fees can unlock up to $500K in buying power—without debt or collateral. Both traders and Breakout win, when traders win, but traders keep 80–90% of profits, benefiting from instant, unconditional withdrawals. The model rewards precision over risk, and talent over bankroll. In a world moving toward unbundled infrastructure and composable finance, Breakoutprop is a bet on crypto-native trading capital structures. We believe this is how trading should look: permissionless access to capital, aligned incentives, and modular design. Traders can use code 'APE' for a discount at checkout @MechanismCap invested in Breakout in 2024 and since then they've attracted over 30,000 unique users with May volume exceeding $4B