"From the Kaito Robotics public theme leaderboard, let's explore which core circles are laying out their strategies and what alpha opportunities can be mined⛏️ (1)"
"Address for digging!! Searching for clues🕵️!! Based on the rankings over the entire time period🔁"
"1. Andrew Kang @Rewkang VC Investor"
"From Mechanism Capital @MechanismCap, this fund's website looks quite simple, and their vision is: We invest in the starting point of the next paradigm. Technologies that eliminate old models. The systems we support not only improve the world but also reshape it.☄️"
"The main projects include ethena, arbitrum, pendle, pumpfun, etc."
"This fund is currently at the forefront of humanoid robotics technology exploration, and the content they publish is worth referencing and learning for those interested in this track."
"Grasp the understanding of the web2 narrative, and when it extends to web3, you become an excellent team member, my friend."
"2. Eli5DeFi @eli5_defi High-quality visual content research blogger in the English-speaking area"
"This teacher's content operation is very good, combining foresight and practicality, so you can watch and learn more. (I don't know much about other information, will continue to learn from the teacher📑"
"3. Simon Dedic @sjdedic VC Investor"
"From Moonrock Capital @MoonrockCapital. First of all, this teacher's thesis is very interesting, and his latest tweet introduces the narrative of energy. He believes that physical AI and robotics will ultimately become key participants in centralized energy networks. This is indeed a bit cool, so look more and think about things that excite you."
"This fund's portfolio includes peaq, bio, etc. These have all been mentioned by teacher Lu... you can pay attention to this."
"4. Davide Crapis @DavideCrapis AI Lead at the Ethereum Foundation"
"This great person's pinned post outlines the mission of the Ethereum Foundation's AI team: to make Ethereum the preferred settlement and coordination layer for AI and machine economy."
"Focus on two areas: AI economy on Ethereum and decentralized stack."
"Must happen on Ethereum. Cool🆒! Keep up with this master, don't get lost."
"5. s4mmy @S4mmyEth Blogger focusing on crypto AI research"
"Has written a lot of integrated analyses on crypto AI, the content is well done, vertical track, pay attention."
"_______________________________________________"
"That's all for today, I will continue to dig into the alpha lines behind this leaderboard🧵."
"I will also organize all the accounts related to robotics on the leaderboard into a list for you to add and use (continuously updated):"
"But know that VCs have to shout for their own bags, they are the ones who create narratives. Be humble and cautious, maintain independent thinking. This is just a starting point for information, the continuous optimization of the source path depends on your own efforts."
"Congratulations to openmind @openmind_agi for becoming the first open-source robotics project🤖️. Follow Clara @ClaraChengGo to unlock the first-hand participation posture of openmind🔓"
"Finally, let's thank Kaito AI @KaitoAI"
"Follow me for continuous updates on valuable Alpha content😙"

@Rewkang @MechanismCap @Alvin0617 Hehe
@ahao363 @ec_unoxx let’s do it
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