ChainLazer

[ChainLazer @chainlazer]

agentic ai + humanoid robots + crypto is the full combo for the autonomous future

we spend ~$60 trillion a year on human labor. 40-60% gets replaced in the next 10-15 years by ai agents that work online, humanoid robots that work in the physical world, and crypto that instantly moves value with zero middlemen will become the financial system for this new economy

the market of ai agents and humanoid robotics will grow from billions to trillions over the coming years, and crypto will grow alongside

the opportunity is huge and we’re still in the dial-up phase. these trillions of investments into ai infra are rotating value from labour market to ai companies in real time and the growth across the value chain is just accelerating - sp500 will soon look more like ai500 while traditional businesses that adopt ai will become more efficient with improved financials

anyone screaming "ai bubble" is the same energy as people in 1996 saying the internet was a fad

the market will keep growing and crypto will become more tied to that growth

fuck all bears

[Jack @Jackkk]

Threadguy explains why RoboStrategy makes more sense than MicroStrategy

“Why would I pay $1.50 for a Saylor Bitcoin when I can buy a ThreadGuy Bitcoin for $1? The Bitcoin thing never made sense to me because you could buy it on your own”

“Why would you pay $1.50 for Kang robotics exposure? The difference is that you cannot get Kang robotics exposure. You can't get into Figure. You can't get into any of these names”

“Another thing about it is because RoboStrategy is all private companies, their valuations don't really go down. There's not gonna be too many down rounds in private markets for robotics companies. It's not gonna happen. It's just up, up only, up only”

[RoboStrategy @RoboStrategy]

The first RoboStrategy Investor Day is tomorrow, Wednesday, June 10 at 10:00 AM ET, live on X from @RoboStrategy.

The team will break down the robotics thesis, the fund, the portfolio, and how we invest in physical AI.

Follow and turn on notifications so you don't miss it 🔔

[ChainLazer @chainlazer]

apache trap

[Andrew Kang @Rewkang]

Thrilled to lead the Standard Bots Series C

Industrial robots can be thought of as the GPU of industrial work. Powered by AI, they’ll be able to power much of the work required in industrial settings - welding, machine tending, assembly, dispensing, sorting, the list goes on. Industrial robots have existed for decades, but it’s important that they’re built and designed for an AI native future.

The work they’ve done over the past decade was not easy - vertical integration, engineering their own parts and a plan to manufacture all of it in America. We talked to many industrial customers and asked them to compare them to the other companies and products on the market and Standard Bots overwhelmingly received the highest marks.

AI-native robot adoption is not a 5-10 year in the future event. It’s happening now and Standard Bots is at the forefront of that. If we want to reindustrialize America and massively scale American manufacturing then we need millions, eventually billions of robots produced in America.

Standard Bots stands to be one of the pillars of American reindustrialization.

Highly recommend following @standardbots & @evanbeard

[ChainLazer @chainlazer]

@Rewkang congrats!

[ChainLazer @chainlazer]

here we go. own $BOT = own all bots

[Standard Bots @standardbots]

Today, we’re thrilled to announce our $200M Series C funding round at a $1B valuation, led by @RoboStrategy and existing investors including @generalcatalyst.

Standard Bots is now America’s largest manufacturer of AI-native industrial robots. Our customers include Sunoco, Lockheed Martin, NASA, and the US Army along with hundreds of other manufacturers across the country. We’re proud to say that we’re on track to deploy 10% of all U.S. industrial robots by next year.

We are expanding our Glen Cove, New York facility to 70,000 square feet to scale our vertically integrated production process. We currently design almost all our own parts, including our own actuators, and we assemble every final product in-house. By 2027, we’ll manufacture everything — from metal in to robots out — right here in America.

We believe AI-native robots are the essential power tool of the 21st century — the tool that will grow American manufacturing and help every American worker to be a force at work. You just show your robot how it’s done, and it learns through demonstration. No coding, no consultants, just unbox and deploy faster than anything else on the market.

Right now it’s possible for the United States to revitalize our manufacturing base if we become the worldwide leader in this transformative technology.

We must build American robots, and put them to work in American factories. It’s a national imperative, and it’s our central mission. This fundraise gets us one step closer to the goal.

The future of American manufacturing is bright! Join Standard Bots, and show your robot how it’s done — we’re just getting started.

[ChainLazer @chainlazer]

bullish

[Paul Frambot 🦋 @PaulFrambot]

We’ve just raised $175M, in a round co-led by @paradigm, @a16zcrypto, and @RibbitCapital, the largest raise DeFi has ever seen.

Credit is the bedrock of our civilization, but the infrastructure underneath is fragmented, extractive, and closed to most of the world. That is what @Morpho is here to change.

Morpho is building the open credit network for the world. The global credit market is $ 200T. We are building the infrastructure layer that will move it onchain, and every institution, fintech, and bank that wants to participate in the next era of finance will connect to this network.

After four years of being heads down building Morpho, we now count more than $11B in deposits and integrations with leading financial institutions including @Coinbase, @Binance, @FireblocksHQ, @SG_Forge, @krakenfx, @Bitwise, and dozens of others building on Morpho to offer better products to their users. But this is just the beginning.

This raise will allow us to accelerate: activating the global credit network at scale, building the go-to-market engine to match our ambition, and bringing more institutions onto the network faster.

Having any kind of onchain strategy in this era will mean going through Morpho at some point. Reach out and let's talk. And if you want to help build the open credit network for the world, we have plenty of open roles.

Let’s fly 🦋

[zerohedge @zerohedge]

The draft agreement has been sent to the American side for its review, with confirmation that the draft is preliminarily acceptable to the American administration: SkyNews Arabia

[ChainLazer @chainlazer]

@edison0xyz mythos will finish gta6

[ChainLazer @chainlazer]

the real NAV of $BOT is the work that @Rewkang has put into building it over the last few years. the first mover advantage + compounding effect of knowledge, network, and available funds will make it one of the biggest (vc) funds in the world. owning $bot = owning all bots

[jack @jackbutcher]

Happy Mythos day to those who discombobulate

[Brett Adcock @adcock_brett]

Humanoid robot manufacturing at Figure BotQ; record month in May

[ChainLazer @chainlazer]

@ElonTrades kled checks all boxes

[RoboStrategy @RoboStrategy]

NAV is subject to change significantly.

[Michael Saylor @saylor]

Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H

[Michael Saylor @saylor]

32?

[Ansem @blknoiz06]

disagree, crypto is just going through a maturation phase

stablecoins, perps, & tokenization as themes will continue to proliferate throughout the global economy, and there will be many successful crypto startups that do well

hyperliquid is just the first of many startups that has done a great job of illustrating how open blockchains & tokenization of a business can be a dominant combination

current issues with sentiment around crypto are due to the largest coins not doing well, BTC went from $0.01 to $100k per coin in less than two decades, it very successfully achieved it's goal of maintaining value against the dollar as USD continuously lost its value, present day problems with the ponzification of bitcoin due to saylor's shenanigans is a temporary thing, i dont think you see btc trend aggressively again until that situation is resolved, also quantum concerns are real, those two things along with exit liquidity from institutions were strong reasons for BTC OGs to derisk into excess liquidity as we've seen examples of with that large galaxy otc sale they facilitated ($9B sale in 2025 for one entity), there are many individuals like that who are up infinite

but bitcoin underperforming for a few years after outperforming every other asset on earth for over a decade does not mean crypto is dead, thats silly

ethereum also is suffering for its own individual reasons, i feel like ive talked about this enough on here but yes its been outcompeted by new entrants & has not done a good job of making eth a great asset to hold, every L1 is struggling on the demand side because historically the story around these tokens was future growth & not real revenues, but now that hyperliquid has demonstrably shown that you can connect a business directly to the L1 token the previous L1s are struggling bc they dont capture enough revenues from the apps that use their infra, eth has it even worse bc it also outsources execution activity to rollups

but this also does not mean there cannot be more successful crypto startups

there is a very clear trend of regulation improving for crypto in general, which will make it much easier for entrepreneurs to build businesses that use crypto, it is also clear that existing tech companies are acknowledging the advantages of using blockchains as we've seen with robinhood, stripe/tempo, & others

AI has taken a lot of the mindshare away from crypto as tech stocks have been much better trades since the bottom in 2022, id say it would be extremely foolish to not be splitting time between stocks & crypto as a trader, before it made sense to be overexposed to crypto if you were willing to take on the risk as it was a new industry that experienced supernormal returns as it became more mainstream

three underdiscussed tailwinds for crypto as AI models become exponentially better over the next few years

1) open source AI will become a lot more competitive with closed source AI
2) it will become more easier for smaller teams to build successful startups using software
3) stablecoins & blockchains are much better rails for AI agents to transact on

combination of these trends means that it's likely that you see more crypto experimentation w/ tokens not less, especially as regulatory environment improves *and* retail speculation becomes a megatrend

[ChainLazer @chainlazer]

@0xDeployer @bankrbot @FelixCraftAI

[Damien (dm for Cracked Devs) @0xDamien]

I asked GPT-5.5 about @useKled and it confirms my beliefs that solana:1zJX5gRnjLgmTpq5sVwkq69mNDQkCemqoasyjaPW6jm is one of the few, and one of the best liquid bets you can make right now to get exposure to the multi-trillion dollar opportunity in Physical AI / Robotics

[ChainLazer @chainlazer]

@TylerDurden @Rewkang interested 🦾