
CMO @RoboStrategy || prev: director of growth @monad, venture investments @cmsholdings || views are my own
Manhattan, NY
Joined January 2021
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intern retweeted
First RoboStrategy Shareholder Letter
robostrategy.co/news/shareho…
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…
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.
intern retweeted
"the total value of all the robotics industry is worth less than ethereum:native right now?!!"
wtf
Disclosure: Citrinitas Capital Management Inc is an investor in Robostrategy.
citriniresearch.com/p/citrin…
Robotics likely won’t have a “chatGPT moment” until we’re well into the industrial ramp for the next gen of automation, meaning you’re getting a nice opportunity to be long improving fundamentals right now and the catalyst of widespread attention is still waiting in the wings.
intern retweeted
BREAKING: Nic Carter (@nic_carter) has signed with RoboStrategy as an Independent Director
intern retweeted
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.
BOT: Public Market Access to Private Robotics Companies
Introducing RoboStrategy:
RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end management investment company providing concentrated exposure to robotics and physical AI.
The fund is designed to give public market investors exposure to a portfolio that aims to include the most promising private, pre-IPO, and public robotics and physical AI companies. It bridges a structural gap between where robotics innovation is occurring (largely in private markets) and where most investors can access exposure (public markets).
The fund seeks to provide investors with access to a sector that has traditionally been limited to venture capital, and aims to provide exposure to companies that may stay private for longer.
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The Core Insight
We believe the robotics industry is at an inflection point, with physical AI and robotics increasingly being applied to labor-constrained global industries such as manufacturing, logistics, and services.
According to the International Labor Association, labor accounts for approximately 52% of global GDP.¹ According to Statista, global GDP in 2025 was $118T.² This represents an implied global labor market size of roughly $60T.
At the same time, this labor base is increasingly constrained: Korn Ferry projects a global shortage of 85.2 million skilled workers by 2030, including a 7.9 million worker deficit in manufacturing alone.³ Deloitte and The Manufacturing Institute estimate the US could need 3.8 million new manufacturing workers by 2033, with 1.9 million of those roles at risk of going unfilled.⁴ Physical AI and robotics are emerging as a primary means of closing that gap.
While public markets currently offer indirect exposure to robotics through diversified technology companies, much of the value creation is occurring in private companies that remain inaccessible to most investors.
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Portfolio Focus
The portfolio focuses on what the fund believes are category-defining robotics and physical artificial intelligence innovators, including Figure AI, Apptronik, Dyna Robotics, Standard Bots, Dexmate, and other pioneers advancing autonomous systems, machine perception, and human-machine collaboration.
The managers of the fund seek to optimize returns by actively managing the portfolio and continuing to make new investments in leading private robotics companies.
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The Ambition
The fund's long-term goal is to grow into a significant public-market vehicle for robotics investing, providing public-market access to private innovation in the sector.
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Footnotes & Disclosure:
¹ International Labour Organization, World Employment and Social Outlook: May 2025 Update. ilo.org/sites/default/files/…
² Statista, Gross domestic product (GDP) in current prices worldwide. statista.com/statistics/2687…
³ Korn Ferry, Future of Work: The Global Talent Crunch. kornferry.com/about-us/press…
⁴ Deloitte & The Manufacturing Institute, Taking charge: Manufacturers support growth with active workforce strategies, April 2024. www2.deloitte.com/us/en/page…
RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end fund registered under the Investment Company Act of 1940. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investing involves substantial risks, including possible loss of principal. The fund invests in robotics, physical AI, emerging technologies, and private companies, which may involve heightened volatility, limited liquidity, valuation uncertainty, and concentration risk. References to portfolio companies are illustrative only, do not represent all investments made by the fund, and are not investment recommendations. Portfolio holdings are subject to change. Forward-looking statements are inherently uncertain. See the prospectus and SEC filings for additional information.
intern retweeted
Some alts look horrendously shitty
Some look alright
Some look great
The ones that have been getting bid while everything else went to shit are the ones I expect to outperform no matter the market conditions
If you like alts, focus on those
intern retweeted

intern@intern22 Dec 2025
United States
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2025 Crypto Year in Review
intern retweeted
CT crashed out over Monad this week. Hype turned to skepticism, which turned into a full-on timeline public beating.
@intern from Monad took it on the chin and still showed up smiling.
This episode we break down the launch, the backlash, and what it tells us about the future of token launches ⤵️
Monad launches → CT melts down → @intern shows up on the pod like “at least they care”
Full therapy session now live.
Timestamps
00:00 Intro
01:21 Monad: Hype, Hate & Week-One Reality
06:08 Vesting & the “Low Float, High FDV” Meta
17:27 Do We Need Another L1?
25:08 Public Perception & Narrative Cycles
35:54 Yearn’s yETH Exploit & Anthropic’s Exploit Agents
44:06 MSTR at NAV & Equities Leaving Crypto Behind
48:06 Polymarket vs. Kalshi vs. Robinhood
🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!
🎥 YouTube: youtu.be/vLD1vhlV7YA
🎧 Spotify: bit.ly/3wiIOyy
🍎 Apple: bit.ly/3w9HQ7J
🎙 Podcast Home: choppingblock.xyz
intern retweeted
A fresh playbook and a strong team can get you far.
In this episode of The Crypto Tape, Kevin McCordic (@intern) sits down with @fintechfrank to dive into @monad's approach for developing one of the most impressive pre-mainnet ecosystems in the industry.
intern retweeted
Token sales are so back.
Launching tokens has always been a core part of the crypto ecosystem. It’s been a source of incredible innovation and product development.
But it’s also caused serious problems - unfair access, max extraction, and misaligned incentives - all of which harm consumers and prevent crypto from growing. There have been some solid improvements (e.g. Echo/Sonar), but bad token launches in the broader ecosystem are still unfortunately common.
Our team spent a long time studying all of the things wrong with token launches, and designed a new model to try to fix all of those things. Token sales on Coinbase are designed to give users early access to their favorite projects, and reward real, loyal users through our allocation algorithm. Our systems also penalize behavior like flipping, aiming to align incentives between projects and their community.
I’m also happy to say that retail users in the United States will now be able to widely participate for the first time since 2018. We see this as a big win for the crypto-economy in the US, and a strong signal of the positive regulatory progress for crypto.
Launching a token is a big moment, and doing it right matters for everyone: the issuer, the buyers, and all of crypto. It’s about time teams have a way to do it right.
intern retweeted
The McRib is back. BTC historically goes up >2x after the McRib returns. Don't fade the McRib.
Not financial advice.
intern retweeted

Monad@monad5 Nov 2025
United States!
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Monad Mainnet will launch on November 24th, 9am ET
Waiting room 👇 xitter.cf/i/broadcasts/1OyKAjABX…



















