Lerik

Proud to announce my position as CEO of @RoboStrategy. When I initially started looking into investing in robotics 2 years ago most VCs I consulted with recommended not to invest in the space. Robotics companies at this time did not have an easy time raising capital. The industry didn’t have a track record of big venture winners, was perceived to be challenging for a variety of reasons, and was not well understood. But it was clear to me that the rate of acceleration of physical AI development would dramatically change the industry. I invested $19m into FigureAI as my first investment. I believed it was a question of when, not if we could imbue machines around the world with physical intelligence. To accomplish this, the industry would need a tremendous amount of capital to grow, and also an investment firm that deeply understood the needs of robotics/physical AI companies so that it could build a platform to better support them. It will take hundreds of billions to capitalize the mechanized future meaning there is a big gap in the market. We decided we wanted to fill it. Previously, Mechanism Capital had never taken outside capital, but to do this at the scale I envision, I would need to do so. However, the private markets don’t have that scale. The public markets do, and it was clear that there is and likely will be tremendous appetite for public market investors to participate in the immense value creation happening in AI & robotics that only private market investors currently have the privilege of accessing. The explosive growth of AI companies is a precursor of what will happen in physical AI. So in 2025, we founded RoboStrategy and a year later, we took it public on Nasdaq. Throughout this year, we’ve assembled a great portfolio, started leading rounds of some amazing companies, and have built the foundation to be ready to scale to the next level after going public. We look different from a traditional VC firm in ways that founders appreciate. Our structure as a closed end fund means our capital is permanent - no fund life meaning we can invest with extremely long time horizons. Our investment firm also of course needs to have deep industry and research experience so that it can make the best risk reward optimized investment decisions. In the last year, we’ve brought on some truly exceptional robotics industry veterans who have previously served for decades as founders/operators. Many founders we talk to consider us as the most sophisticated venture capital firm they’ve talked to and we only intend to grow our expertise in the industry. RoboStrategy’s success depends on our ability to distribute the fund and capture maximal mindshare. This plays to our team’s strength in digital marketing and social media. We’re building a special marketing engine that serves as an attention amplifier for both us and our founders so that our products and stories can reach more people. A source of inspiration for our fund structure, Strategy (MSTR) raised tens of billions from public capital markets to invest in Bitcoin. I believe robotics will be a much larger industry than Bitcoin and the asset class is orders of magnitude less accessible. We are aiming to raise more and not only become the largest robotics investor globally, but also one of the largest venture capital funds in the world. Venture capital has traditionally been restricted to a limited group of investors. We are changing the paradigm and bringing it to the rest of the world. Be sure to follow @RoboStrategy. Job’s not finished.

@whoisetimfon Hmm

God! Writing articles here is so shitty! I can’t even delete what I want to. Now I have to write on another app and paste here.

@SamThatsWell @OrbitX_Pay @harshamv @AnkittGaur @Mayankdefi @ThePrayasu OrbitX wat

JUNE happens soooon!! I need to achieve this in JUNE ~ Get back to the gym and make my next gym subscription with @OrbitX_Pay ~ Focus on getting large! volume on @OrbitX_Pay . Importers/Freelancers especially. ~ attend events more for @OrbitX_Pay Rinse and Repeat🌝. GM✨

@marvellousdefi I am Lerick nice to meet you

@marvellousdefi This is alot

Didn't share any new plays, all I've been bullposting is $SQUANT, $VEILNET, and $LITCOIN. 1. Spectral Squant ( $SQUANT): Still speculative, but built by @sentra_app, a project with $5m in funding led by A16Z and other notable VC. SpectralQuant is an upgrade solution to @Google's TurboQuant File compression sizing method, and it's 3 to 5X lesser. Sitting at 110k mcap, with dex yet to be updated and fees claimed on Bankr, so still a frontrunning play. 2. @Veilnet_: First FHE + Privacy infra on the Base chain sitting sub 1m mcap, with a live privacy dex integrated for base and eth chain already, Ai Privacy Prompting and MCP servers. Commented on by the Keeta $KTA founder as a cool project, with @aixbt_agent sighting it to be an undervalued privacy infra, especially with the Grayscale Chairman @BarrySilbert recently heavily bullish on privacy tokens, with $VEILNET being the first mover of the FHE narrative on the Bankr ecosystem. 3. $LITCOIN: Sitting at 800k mcap with over 21.7m Ai Agentic submissions and over 17m (80%+) of that verified. @litcoin_AI is a proof of Research Hub for Agents. Dev @tekkaadan steadily shipping and updating newer features and upgrades across the Litcoin ecosystem. 21k unique wallet accounts and over 3400+ holders of $Litcoin holding at these levels. Super underpriced

6 days old, 120k mcap with almost a 100k in LP. Product built by a $5m funded project led by A16Z in @sentra_app. Fees directly routed to the creator on Bankr (yet to be claimed, so the speculation around it) But, fack it... $ATBASH ran from 100k to 500k without any dex update, and hit 800k on dex update. Now $SQUANT has stayed past 6 days, amidst the fud and PVP play created with same ticker that obviously died on first day of launch. Survived multiple dips Just need @anirudhbv_ce to claim on Bankr, update fees and boom 💥, we fly. Don't forget, SpectralQuant is an upgrade solution to @Google TurboQuant file compression sizing method, and it's 3 to 5X lesser in output. Only a matter of time, before this goes from being just "speculative" to an actual alpha. Simply frontrunning this, and you could choose to do same. 0xD44c29Caf2fA78b9fd9Bf26a54eAeCf6a51D4ba3

AI is no longer just about GPUs and models. The real constraint is shifting to power, cooling, and data center infrastructure. That’s why energy systems, electrical equipment, and even automotive-grade power supply chains are becoming important parts of the AI buildout.

@Only1temmy Gm Temmy

that moment when you realize “until death, all defeat is psychological.”

@marvellousdefi Onchain Thursdays 🫡

How people view what it takes to succeed in DeFi: 1. Pay for DeFi class 2. Start making money How it actually is: 1. begin learning, revising, and unlearning 2. Build connections 3.Take actions and show up every day 4. Repeat the activity 5. Make money 6. Become unstoppable

half the protocols on Defillama right now are just CeFi with a token and we all know it.... been thinking about this for weeks and finally just going to say it: most of “defi” right now is cefi cosplay. the test is simple: can a small group of people drain user funds with a vote, an upgrade, or an admin key? if yes, it’s not defi. it’s a committee with a website and a token. it doesn’t matter how decentralized the marketing copy is. if there’s a button somewhere that can move user money, the protocol fails the test. the balancer exploit made it impossible to ignore. an attacker drained $48m in eth and converted it to btc over three days. the question isn’t whether they get the funds back. the question is how a “decentralized” protocol had that single point of failure to begin with. what passes: raw uniswap v2 pools. immutable contracts, no admin, no upgrade path. if uniswap labs disappeared tomorrow, the pools would keep working forever. that’s the actual standard. what fails: anything with an upgrade proxy. anything where a multisig can pause withdrawals. anything where governance can vote to seize funds. half the lending protocols. a shocking amount of stuff that has a safu page. the honest middle ground: a few protocols actually get the core part right, and sushi is one of the cleaner examples. the amm pools are immutable, which means lp funds genuinely cannot be drained by a multisig vote or governance attack. that’s the part that matters most for users actually using the dex. the org has multisigs for treasury and ops, like basically every protocol that wants to keep shipping, but the user-facing trading layer is real defi. that’s a meaningfully different setup from a lending protocol where governance can vote to drain the contract. most protocols are partial: trustless cores wrapped in trusted operational layers. that’s not necessarily bad. but it’s not the same thing as uniswap v2, and we should stop pretending it is. we need a sharper word for the immutable stuff, or we need to stop letting the rest call itself defi. right now, the term covers everything from raw permissionless contracts to lending protocols with upgrade keys held by a foundation. that’s not useful. genuine question: which protocols do you actually trust to be admin-key-free? not the ones with good marketing. the ones where you’ve actually checked the contracts.

@marvellousdefi @Mars_DeFi @SaneraGermaine Gm my bro

I think its just a perception thing in a way, and I don't mean this in any way of disrespect. It's just like wanting to be a footballer or a musician, you def must have people you idolize and want to be like. So, the best way is approaching your idols and learning their style. Simple. Every trader is unique in their own way, everyone win trades, everyone lose trades. No strayegy is a holy grail, the catch is taking what works from your mentor, backtesting it for yourself to build your confidence in it, and trusting that one system over noise. The worst thing you can do is thinking you do not need guidance, and everything is on the internet. You need guidance. Proper guidance. I learnt from some of the best YT channels too, but then, who do you fall back to validate what you're practicing? YouTube? Or ChatGPT? These tools can only aid your learning process to make it easier, but relying on just it would waste precious time. In a nutshell: choose your fav trader, pay for their classes/mentorship, and learn. Infact, if you're smart or maybe you need something different, you can create your own edge out of what your mentor does. I personally learnt alot from @HQWAYNE_ lowkey solid guy. Then, I did youtube, and ML tools too.

Saw a Forex Crashout on a friend’s status last night 🤣 Let me share it with y’all 🤣🤣 Bro is just sharing his experience but then I ask again What’s the RIGHT WAY to approach this FX market ? Cause again, I’ve had this experience first hand so I understand

@RubiksWeb3 Yes sorry for the confusion

AI is the future...

@Biccky_12 Alihamdulilahi just in case you did not make it 🤣🤣

I wan go on some kind risks, wey fit kill me sha

@Only1temmy Congrat 🫡

and so it begins...

@marvellousdefi Big Marve