Joined April 2021
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29 Feb 2024
If you’re interested in AI x Crypto this post is for you 👇
Nvidia, Amazon & Microsoft all invested 100s of millions in Robotics x AI recently.
I’m also hearing a lot of talk of BIG & groundbreaking news coming out of the Robotics scene this year.
& I’ve yet to see any Robotics x AI crypto projects take off yet.
If I were you, I would position myself accordingly.
The focus has mostly been on AI projects like $TAO, $Fetch & many many more.
Currently there’s only 2 projects who’s focusing on this AI subsector 👇
@RokoNetwork $ROKO & @AIRA_Robonomics $XRT
They’re sitting at measly 20 & 7 mill MC.
My bet is that there will be a Robotics x AI project in the high 100s during this bull run.
I have invested early in both of these projects
Again, position yourself accordingly.
The AI Robots are coming 🤖
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Blockinator retweeted
Jun 11
Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran.
Markets:
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Jun 8
yesterday people were worried about another leg down
today people are talking about upside again
same market
different emotions
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Jun 5
the longer you’re in crypto
the more you realize
surviving the cycle is often more important than predicting it
everyone feels smart at the top
everyone feels doomed at the bottom
the edge is staying rational in both
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Jun 5
years taught me one thing
stay calm during the lows
stay humble during the highs
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Blockinator retweeted
Jun 4
Three Predictions:
1. Some form of AI, probably neurosymbolic in nature, will come that is far more economical and data- and energy-efficient than LLMs, and it will make an absolute fortune.
2. LLMs, on the other hand, will never be all that profitable (aside from the chip companies selling shovels in the gold rush).
3. Today’s gigantic bets are premature, and most won’t pay off.
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Blockinator retweeted
Jun 4
During your life, you will meet a lot of people like Raj.
It is important that you ignore them.
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yeah so crypto wasn't dead the last 5 times when literally none of it worked
but now that it works and we're about to pass the biggiest piece of legislation in its history, that's when it will die
or perhaps you're all just emotional
ATHs soon
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May 28
crypto used to be much simpler
you could spend months researching a few good projects
build conviction early
hold through volatility
and if you were right
it could genuinely change your life
the market moved slower
narratives lasted longer
attention stayed concentrated
today feels completely different
information moves faster
liquidity rotates faster
narratives burn out faster
and attention disappears almost overnight
now it’s not just about finding good projects
it’s about adapting quickly enough to changing conditions
knowing when to hold
when to rotate
when to reduce risk
and when momentum is fading underneath the surface
a lot of people are still playing today’s market with yesterday’s mindset
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May 27
a year ago most people in crypto barely cared about things like inference, compute infrastructure, stablecoins or settlement layers
now those are becoming some of the most important parts of the market
the industry is slowly maturing from pure speculation into actual digital infrastructure.
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May 27
speculation brought attention
infrastructure is what keeps industries alive
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Blockinator retweeted
May 26
I'd rather be a failure than a coward.
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May 25
people keep treating crypto and ai like separate worlds
but they overlap more every month
agents
payments
compute
ownership
distribution
markets
all starting to connect together
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May 24
people keep talking about smarter ai
while some of the biggest companies in the world
are racing to secure chips
compute
energy
data centers
and inference capacity
that tells you where the real bottleneck is heading
position yourself wisely
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May 24
the market feels very different once people stop asking
is crypto back?
and start asking
am i underexposed?
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May 19
$LFI is probably the easiest bet I’ve made this cycle after finding it at 4 million
will be holding this all the way to the top where it belongs
many ppl were surprised meeting me at basecamp after hearing my background
-graduated school in 2008
-spent first decade of my career at $1b AUM fund of funds
-launched my own firm in 2019
-professionalized my crypto hobby
-first of its kind unique asset class hedge fund in 2021
-fund is avail schwab and fidelity
-institutions really like it
-fund has reached scale
-now launching category defining defi/rwa platform on @base
just getting started…
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