professional larper

Joined January 2020
28 Photos and videos
Pinned Tweet
25 Mar 2025
The best r/r in #DTAO subnets is #SN75 It has the highest emission to mcap ratio Currently sitting at rank 19 in terms of emissions with a mcap of below 600k Their Dashbaord and Storage products are releasing tomorrow Check for yourself at taostats.io/subnets $TAO
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This is not a robotics thesis. It is a funnel. Slick video, charismatic marketer, “why I bet my career on robotics.” He works for $BOT. RoboStrategy, the closed-end vehicle Andrew Kang now runs and openly brands the “MicroStrategy of robotics.” Same playbook: a committed equity facility that only works if the share price stays bid and retail keeps showing up to absorb the issuance. The content is the top of the funnel. You are the liquidity. We traded millions of dollars of converts on the real robotics names in the late 2010s, mostly within a convertible arbitrage mandate, not fundamental stock-picking. Which is exactly why we can point at the honest alternatives here, the ones nobody is cutting a hype video for, because there is no salesman making big bucks dumping them on you. If you want robotics exposure, the honest version is already listed in Tokyo. FANUC (6954), 20% operating margins through full vertical integration. Keyence (6861), asset-light, ROE most software firms would kill for. Yaskawa (6506), the servo muscle behind half the world’s arms. The Japanese Big Five ship 40% of global industrial robots. These are priced for competence, audited for decades, and you can size them without praying a NAV premium holds. Dull. Real. Yours at a clearing price. And if you actually want the convexity, the asymmetric leg, it is one layer down in the actuation supply chain, not in a closed-end fund. Harmonic Drive Systems (6324), Nabtesco (6268), the strain-wave reducer makers. A humanoid needs roughly 20 harmonic drives per unit, which makes precision reducer supply the binding constraint on the entire scaling story. That is where the torque is. That is also where you get your face removed if the shipment curve disappoints. Omdia has 2025 humanoid shipments up ~480% to ~13,000 units, real growth, and a rounding error against the valuations now leaning on it. So here is the actual choice. You can own the cash-generating incumbents directly, at a price, with no wrapper skimming you. You can own the actuation convexity directly, eyes open, and underwrite the humanoid curve yourself. Or you can buy a single ticker at a premium to its own book, structured so the manager can print on your ‘enthusiasm’, and call that a career bet. Robotics is real. The compounding is real. The funnel is also real, and it is looking for your money. The edge was never finding the names. The edge is knowing who is selling, and to whom.
Jun 8
Why I bet my career on robotics - skip to 1:24 for thoughts on crypto - skip to 5:15 for my robotics thesis
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How many #Bittensor subnets have over 100,000 revenue generating customers? That list is where I put my personal $TAO SN45 - Talisman AI - We're just getting started! 🔥
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Talisman AI - SN45 has integrated Data Universe - SN13 into our subnet and are working to entirely replace the X / Twitter API as the social media validation source. Thank you for the collaboration @MacrocosmosAI 🤝 This is just our first subnet integration. Can you guess which one will be next?? 👀
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12 Nov 2025
Bittensor Subnet 45 is the engine powering Talisman’s agentic-AI features. Together with Rizzo, we've designed a performance-driven SN45 buyback mechanism that aligns subnet incentives with Talisman’s growth. A flywheel where users win, miners win, and the network compounds.
Team Rizzo is extremely motivated about our negotiated Partnership with Talisman! SN45 is the AI arm of the Talisman Wallet and in turn receives a % of ALL trading fees to buy and burn the SN45 token on a regular basis. As the wallet usage and user-base grows, so does the Buy and Burn! 🔥🔥🔥
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12 Nov 2025
Imagine metamask or phantom had a token And ALL trading fees go into buyback and burns Well, now you have @wearetalisman and SN 45 Don't fade it $TAO @TeamRizzoAI
Team Rizzo is extremely motivated about our negotiated Partnership with Talisman! SN45 is the AI arm of the Talisman Wallet and in turn receives a % of ALL trading fees to buy and burn the SN45 token on a regular basis. As the wallet usage and user-base grows, so does the Buy and Burn! 🔥🔥🔥
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Team Rizzo is extremely motivated about our negotiated Partnership with Talisman! SN45 is the AI arm of the Talisman Wallet and in turn receives a % of ALL trading fees to buy and burn the SN45 token on a regular basis. As the wallet usage and user-base grows, so does the Buy and Burn! 🔥🔥🔥
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11 Nov 2025
We're very excited to announce DNA Fund @ThisIsDNA as a key strategic investor in Talisman, bringing serious firepower at the intersection of Web3, AI, and capital markets. DNA's proven track record adds rocket fuel to our AI vision.
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Bittensor $TAO Wallet Talisman DnaFund SN45: Talisman AI is about to take center stage. The collaboration between Team Rizzo and the Talisman wallet crew has been months in the making, everything has been carefully planned behind the scenes. 📍 Frank Rizzo and the CEO of Talisman will both be present at Devcon ARG, taking place November 17–22. During the event, they’ll unveil the official roadmap of their joint project and release their official press announcement. Don’t miss the Bittensor Hacker House #DnaHouse, happening November 18, 12:00–17:00 UTC−3 at El Nido Bar & Café. Exciting moments are coming for the entire Bittensor ecosystem Mark your calendars! @TeamRizzoAI @wearetalisman @ThisIsDNA ➡️ luma.com/b5cx67ix
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9 Nov 2025
I’m plotting on your rise bro. I’m literally up in the lab scheming on beautiful abundance for you. I’m cooking up ways for a rising tide to lift all our boats. I’m praying for your gains. I’m lighting a candle to your inevitable splendour dude.
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Big Announcement - Subnets are coming to @base! We are proud to announce the launch of Project Rubicon. A liquid staked alpha bridge, built by @gtaoventures in partnership with @chainlink CCIP. This will be a major step forward for #Bittensor. Allowing retail users to find and trade alpha tokens on @AerodromeFi and the @coinbase app. With many of the top subnets on Bittensor already signed up as inaugural listing partners and seeding the alpha liquidity, we're expanding the Bittensor universe to where the liquidity lives. Bittensor has been an island for too long. It's time to cross the rubicon, and send the subnet ships to mainland EVM. Huge shoutout to the entire GTV team for burning the midnight oil to ship this beast! Thank you to the Chainlink team for your trust and support in us. Lets show the masses what they've been missing!👏 $TAO
Serious builders, real missions, SOTA systems—this is Bittensor. The next step is a 🌉 worth crossing, a quiet nod to Caesar’s Rubicon. @chainlink @base @AerodromeFi #Bittensor #TAO #LSA
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6 Nov 2025
AI has been the hottest thing for a while and it's not stopping anytime soon Don't fade subnets that are a lower mcap than most memes on Sol or Base $TAO
6 Nov 2025
Many have asked "when subnet season"? I think it's closer than ever Why now? Subnets need deeper liquidity and easier access - xALPHA launching on Base, opening up access to Coinbase users - Alpha tokens available on CEXs (starting with Mexc) - @wearetalisman the phantom/metamask wallet for the Bittensor ecosystem $TAO #SN45 #SN64
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Many have asked "when subnet season"? I think it's closer than ever Why now? Subnets need deeper liquidity and easier access - xALPHA launching on Base, opening up access to Coinbase users - Alpha tokens available on CEXs (starting with Mexc) - @wearetalisman the phantom/metamask wallet for the Bittensor ecosystem $TAO #SN45 #SN64
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6 Nov 2025
Honestly prefer using @wearetalisman wallet for staking over taostats or backprop Needless to say I like #SN45 $TAO
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6 Nov 2025
I’d rather take a -30% drawdown now and have a shot at 1000% upside later…than slowly bleed 3–4% a year to inflation and call it “playing it safe.” I’d rather participate in the evolution of open, decentralized AI…than sit on the sidelines and watch the world be built by someone else. I'd rather invest in the DeAI future If you feel the same way, read this piece. "Beginner's Guide to Crypto AI Landscape" where I break down 4 layers of Crypto AI stack, key players to watch, and where the breakout happens next. [Link in bio]
6 Nov 2025
Why? - Bittensor = the most established coordination layer with 128 subnets (startups) innovating in cutting edge tech (vibecoding agents, prediction, 3D, security, quantum computing, DeSci, and more) - Subnets widely acknowledged and used by researchers & contributors (Google Deepmind talents, Top ML engineers) - Incentive distribution mechanism changes the way AI startups raise funds & garner talents (TAO emissions/miner incentives) - Recent change in emission structure incentivizes teams that can attract net TAO inflow, further pushing teams to commercialize their intelligence and find PMF - Yuma tripling down on Bittensor ecosystem, Grayscale taking more stakes & launching ETFs, TAO DATs deploying more capital, Bittensor-focused funds on the rise - Defi on Bittensor starting to bloom — tokenization of future subnet owners emissions, OTC desks, and Bitstarter emerging as the launchpad for Bittensor. All of this reduce the need from subnet owners & miners to sell alpha tokens to continue running their ops. - Alpha tokens starting to get listed on CEX & DEX — MEXC listed Hippius and Chutes, incoming alpha tokens on Base. - We're seeing trends of breakout product/inference — Chutes as #1 inference provider on OpenRouter, Ridges outperformance of their vibe-coding agents, Sportstensor official liquidity provider partner of Polymarket, Synth road to being the best prediction market HFT. - TAO Halving next month will drastically shift the dynamic for all participants — 7,200 TAO of daily emission cut to 3,600 - Emission halved = scarcity of supply across the board for TAO and alpha subnet tokens. Most quality subnets price will push up 2x due to the scarcity (demand & supply dynamics) - Some subnets price might not push up. This will result in miners' margin collapse which will lead to miners churning from those subnets because the mining incentives < cost of compute - Consolidation of AI Infrastructure, Middleware, Marketplaces, and Applications positions Bittensor as the best ecosystem to benefit from Decentralized AI wave coming next year Covering more on this the Crypto AI landscape across the entire stack in the upcoming "Beginner's Guide to Crypto AI Landscape" article dropping later today.
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We're thrilled to partner with @TeamRizzoAI to launch SN45: Talisman AI, which will drive autonomous, agent-driven strategies in Talisman. Rizzo’s leading subnet and validator expertise x Talisman’s wallet intelligence layer = AI-powered portfolio execution. The next era of DeFAI begins. Stay tuned.
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5 Nov 2025
Very tempted to swap everything into $TAO and stake it in dTAO right now lol There’s basically zero chance 2026 isn’t the year of Decentralized AI And Bittensor is sitting right at the helm of it
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27 Oct 2025
Still early if $30T is on the table. Talisman is building the agentic wallet layer where those agents live, earn, and act for you.
22 Oct 2025
Replying to @a16zcrypto
AI and crypto aren’t competing — they’re converging. AI needs identity, payments, and provenance tracking. Crypto provides all three. Together, they’re shaping a more open internet—one where both money and intelligence move freely.
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Your dTAO in Talisman just got a major upgrade 🦾 Alpha positions are now fully tradable tokens at the account level! This means you can now: • Send & receive alpha tokens • View timeframe adjustable price charts • Stake & unstake from the toolbar • Get token detail view CoinGecko link Level up your dTAO experience with Talisman v.3.1.7.
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