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Andrew Kang
RoboStrategy
@Rewkang
@Robostrategy Not investment advice
Joined January 2013
4,480
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420.1K
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  • Pinned
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    Andrew Kang
    RoboStrategy
    @Rewkang
    May 20
    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
    user avatar
    RoboStrategy
    @RoboStrategy
    May 20
    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
    481K
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    May 2, 2020
    At this nightclub in Taipei, they bring out your bottles as the Ghanaian Pallbearers and it’s fucking lit
    00:00
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Nov 16, 2022
    Caroline and other Alameda/FTX executives are on the run Whereabouts are unknown but I have set the trap to sniff them out Be patient friends, justice will be served
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Mar 13, 2025
    Humanoid robotics is one of the few and obvious 0 to decatrillion opportunities in my life Similar to Bitcoin in 2013, but with larger TAM It's at this point, before mainstream hype that you should have maximal exposure. Few have exposure, and those that do are undersized
    1.4M
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Jan 2, 2024
    Bitcoin at $45k still feels mispriced for 2024 ETF inflows and halving excitement Market consensus is that ETF is long term bullish for $BTC which is correct, but the frontloading of ETF flows is underappreciated Consider that gold ETFs have $120B AUM with an average expense
    user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Jun 18, 2023
    Blackrock filing for Bitcoin spot ETF with a 99.8% approval track record is the most positive news we've had in a while - potentially opening floodgates to 10's of billions of flows Yet $BTC only up 6% from news Feels like a mispricing
    2.2M
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Apr 25, 2021
    Ethereum vs Binance Smart Chain Active Addresses
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Mar 2, 2024
    We are going to reach some serious levels of mental retardation for memecoins this cycle Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in, but the payouts and odds aren't
    1M
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Nov 10, 2023
    Not only has sidelined capital come into markets but so has fresh capital and many sharp players of last cycle are also re-entering the space NFTs are next up for a resurgence Last cycle highs of $10B was merely a test pump. If momentum for crypto continues, and @Memeland as a
    user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Sep 29, 2023
    One must be careful not to be blinded by the permabear argument of no net new money flows into alts, lest they wish to miss the outsized returns of non-bull market rallies The only requirement for these rallies is that demand exceeds supply for a multiweek period July 2022 &
    301K
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    Andrew Kang
    RoboStrategy
    @Rewkang
    Apr 26, 2021
    The strongest communities are those that resemble cults When I notice cult-like activity, my instinct is to add to positions rather than to sell
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Mar 14, 2024
    Apparently a fund blew out $1b+ on the MSTR-BTC spread trade today They covered into the close which is why BTC dumped and MSTR premium went to the highs PNL pocketed by based Saylor and will be put back into BTC
    user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Mar 4, 2024
    You get some really wonky stuff that happens in market trend transitions. Like large delta-neutral funds/institutions getting blown out on "risk free" spread trades (blockfi, dcg/genesis, 3ac, Alameda, etc) MSTR currently has $3b of short interest - roughly 20% of its float. I
    1.2M
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Feb 17, 2023
    China Coin Narrative is here. Some of my favorites - $FIL (恭喜FIL財) - $DOT - $VET - $EOS - $ICP - $KLAY (actually Korean, but it might get confused) - $BNB (People always mistake CZ for Chinese Citizen) - $ETH (Vitalik has had multiple Chinese GFs)
    893K
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    Nov 22, 2022
    First, he came for Mango, and I did not speak out, for I am not an investor Then he came for USDT, and I did not speak out, for he did not pose a risk Now, he tries to hunt the loan of one of the godfather's of DeFi and that's when the foot is put down to defend
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    May 29, 2024
    Memecoins pumping are no longer indicators of local tops because memecoins are no longer the last rung of desirability as a sector In fact, they are the sector that new capital allocators believe in the MOST Memes have and will lead the market Adapt or die
    343K
  • user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    May 3, 2020
    People are wondering why we can party in Taiwan while there is a global pandemic It’s because we were able to exterminate the Coronavirus here without even a lockdown I’ll explain how 👇
    user avatar
    Andrew Kang
    RoboStrategy
    @Rewkang
    May 2, 2020
    At this nightclub in Taipei, they bring out your bottles as the Ghanaian Pallbearers and it’s fucking lit
    00:00