CMO @RoboStrategy || prev: director of growth @monad, venture investments @cmsholdings || views are my own
Manhattan, NY
Joined January 2021
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Readers added context they thought people might want to know
Chart is a blatant copy of Tim Urban's site without citing the author.
waitbutwhy.com
Consider the bell rung!
Huge day for RoboStrategy and a milestone for @Rewkang, @WarcMeinstein and the team
What a week
Such an awesome event. Huge thanks to @coinbase for putting it together
Already looking forward to coming back next year to defend the title
Until then 🤝
$150,000 on the line for some of the best traders on CT.
Our first live Coinbase Champions trading competition is officially complete.
Crypto events are so back.
so i know i won a 1 hour trading competition tonight
but by far the most important “trades” of your life are on a 1-4 year time horizon
zoom out and pick the fundamentals you can feel in your cojones are the most valuable plays in the market
then go all in
that’s how you win.
I’m excited to be running the NYC marathon to raise money for Partnership to End Addiction
If I’ve ever helped you out over the years I hope you’ll consider donating - it goes towards an awesome cause
hope.drugfree.org/endurance-…
10 full time traders & 1 intern
my genuine current plan is to max out leverage and pray the market goes in my direction
any other ideas?
Can an @Intern beat full-time traders?
We're going to find out.
The next participant for our IRL trading competition.
October 8. Singapore. Streamed on 𝕏.
Intern is in.
intern retweeted
First RoboStrategy Shareholder Letter
robostrategy.co/news/shareho…
intern retweeted
We only write 1-2 primers a year because we want them to be durable. It’s simple to publish something market relevant for 6 months, but our goal is a piece you can return to years later and still derive value.
Our Robotics primer meets that standard.
citriniresearch.com/p/themat…
intern retweeted
This was probably one of my largest misses. Having the opportunity to invest in Figure series A.
The video is worth a watch. Robotics is attempting to solve for a 59T problem that is labor. And now it’s actually beginning to scale. Its current market cap is around 200B. How early are we? We’re so early these companies don’t even trade publically yet and the robots don’t exist. It’s like buying bitcoin at $500 and maybe getting to see it run to 50k.
There’s a lot of doubt around them as there is with any new tech. This is going to be incredibly obvious in hindsight. Of course it sound crazy when you say some of these companies are going to be trillion dollar companies.
I really feel you should put 10-20 hours into some research bc over the next decade. This is likely going to be one of the most explosive opportunities of our lives. I will definitely be talking about this more often and the various companies that are rapidly progressing bc it’s actually something I follow and am extremely excited about.
Happy Father’s Day!
A little golf story to cleanse the timeline:
My dad and grandfather, who we called Pop, taught me how to play when I was a kid
Talking 1,000+ hours spent with both of them on the course as a youngin
My mom stopped playing when we were born then picked it back up about 15 years later
Somehow, I only ever got to play one round with my dad, my mom, and Pop all together
Pop was nearing the end of his life at the time so going out with them was about as special of a day on the course as it gets
And in that one round, I got a hole-in-one
Pop golfed for 70 years and never got one. My dad still hasn’t either
I hit the shot but the memory has always felt like it was theirs too
I think about that round every Father’s Day
Reminds me how lucky we are when we get to make memories with our dads, grandfathers, and families while we still can
You never really know which ordinary day is going to become one of the stories you think about for the rest of your life
Best shot of my life, and somehow still not the best part of the round
RIP Pop and Happy Father's Day ❤️
