EllioTrades

Seeking truth with convexity

Building @superverse @blackholedex @supernovadex

Disclosures

[EllioTrades @elliotrades]

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy

He is widely considered THE leading investor in robotics

@Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN

This interview is a masterclass on Robotics investing in 2026

1:18 – Why robotics today feels like crypto in 2015
4:23 – Is robotics a bigger opportunity than Bitcoin?
10:30 – Robotics 101: players, problems & bottlenecks
16:40 – Who's leading the race: Tesla vs Figure
23:10 – China's 100+ robotics companies & the real investment risk
25:28 – US vs China: who's actually ahead?
33:40 – How many human jobs will be replaced?
38:00 – The "ChatGPT moment" for robotics
43:55 – UBI & the new social contract
46:30 – Why Andrew built Robo Strategy
51:20 – Lessons from Bitmine, MicroStrategy & Saylor
1:07:50 – The Boston Dynamics question
1:12:09 – His most contrarian bet: avoid model-only companies
1:19:55 – Tesla or Figure?
1:23:26 – Figure's valuation in 5 years: bear, base & bull
1:29:20 – Final words of wisdom

[EllioTrades @elliotrades]

Japan do NOT fuck us here

[EllioTrades @elliotrades]

SpaceX fear has passed
Iran war is over

Time to send everything

Let's print

[Easy @NotSoEasyMoney]

All we need is an Alex Becker alt coin szn tweet n we really are back.

[EllioTrades @elliotrades]

@NotSoEasyMoney I've put in a special request

[EllioTrades @elliotrades]

@mynameisjosh24 Seems like it's tracking with every other alt

[EllioTrades @elliotrades]

SpaceX fear has passed
Iran war is over

Time to send everything

Let's print

[EllioTrades @elliotrades]

AI stocks on Monday

[Watcher.Guru @WatcherGuru]

BREAKING: 🇺🇸🇮🇷 President Trump says peace deal with Iran is officially complete and the Strait of Hormuz is now open.

[EllioTrades Clips @ellioclips]

Stop renting other people's dreams. You'll NEVER make it that way.

Arthur Hayes says the only way to make it in crypto is to figure out what YOU actually want first.

"Make it depends on your own personal goals. You need to think about what those are before you start trading."

"Are you willing to be on your phone 24/7? Have alarm clocks? All you read about is market structure and economic indicators?"

"If you're not ready to grind like Druckenmiller, PTJ, Soros, Stevie Cohen, Izzy - you're just gonna be a schmuck who loses all their money."

[EllioTrades @elliotrades]

RIP Oliver Tree

Tragic

[Dexerto @Dexerto]

Singer Oliver Tree has reportedly died in a helicopter crash in Rio de Janeiro

Two helicopters collided in mid-air before crashing into an electric vehicle yard, killing six people

via CNN Brasil

[EllioTrades @elliotrades]

Wow what a series

Congrats New York I'm stoked to see you break the curse

USA next

[EllioTrades @elliotrades]

Ibra clowning Speed relentlessly is so funny to me man

[Football Tweet ⚽ @Footballtweet]

🗣️ Ibrahimović: “You didn’t beat Thierry Henry in a race. Even I’m faster than you!”

🗣️ Speed: “WHAT?? I’m way faster than you. You’ve only got 80 pace on FIFA.”

🗣️ Ibrahimović: “You know what? Maybe you are faster than me, but I think much faster than you.”

🗣️ Speed: “That has nothing to do with speed.”

🗣️ Ibrahimović: “You can’t understand because you don’t understand the game. Titi, explain it to him... I don’t make fast runs, I make intelligent runs.”

Classic Ibra. 😂😂

[EllioTrades Clips @ellioclips]

Brandon Hong says buying SpaceX today is the dumbest trade you can make 😳

"SpaceX has been marked up almost continuously the past 10 years. All of these early employees, they're up hundreds of millions of dollars."

"This is their first real exit liquidity event. Certainly I think a lot of people are going to be selling."

"I think you can get better entries that are below the IPO price."

[EllioTrades @elliotrades]

Go USA

[EllioTrades @elliotrades]

Alexi Lalas is on a generational run and we're only 2 days in

Yesterday he told Zlatan to his face that Haaland was more historic and big Z almost lost it

Today he calls James Cordon a Wanker on live TV

I love the World Cup, LFG Team USA!!!

[InAllKindsOfWeather.com @AllKindsWeather]

Did Alexi Lalas just say “wanker” on national TV 😂😂😂

[EllioTrades @elliotrades]

@frankdegods thanks, reported

[EllioTrades Clips @ellioclips]

Arthur Hayes thinks Trump is going to pop the AI bubble

The Co-founder and former CEO of BitMEX says the "we'll subsidize AI" rhetoric is just election politics.

"He took their money pumping this narrative about America versus China."

"November comes around and guess what? Nothing happens."

[EllioTrades @elliotrades]

We are literally all MacCallister in 2026

[MacCallister Higgins @macjshiggins]

I’m at the bottom of a multi-layer SPV and am looking forward to the SpaceX IPO in much the same way a golden retriever looks forward to a car ride:

- thrilled to be involved
- no clue how cars work
- unsure if going to the park or getting neutered

[EllioTrades @elliotrades]

@niccruzpatane 10/10 rage bait

[EllioTrades @elliotrades]

@KookCapitalLLC @nikitabier @RealChalamet @Kalshi lmfaoooo

[EllioTrades @elliotrades]

@nknwn_eth to drop out 🗣️

[EllioTrades @elliotrades]

The type of girl that spawns into your life when you drop out of school to gamble online

[EllioTrades @elliotrades]

@GoldieNakamoto agreed