Mats Dierks

[Leon @leonidas_xyz]

how many data networks are out there where demand is exceeding supply?

there's high interest of @silencioNetwork datasets from top AI labs, so we need to get more supply.

in a market like this might be a good idea to earn some tokens on top instead of staring at the charts.

[Mats Dierks @matsmdi]

@eldarcap @Collector_Crypt @dcfgod You can check Discord. It is pretty well explained in the how to redeem section.

[Simon Dedic @sjdedic]

After 1X released its Neo for pre-orders two days ago, robotics has gone absolutely viral again. Robot memes everywhere, and more and more people are waking up to how massive this secular growth trend is going to be over the next decade.

A lot of people have reached out asking which crypto x robotics positions I’m holding to bet on this trend and narrative.

Let me break it down one last time for you, here are the positions in my portfolio and why I hold them:

1) $PEAQ / @peaq

Building the global coordination layer for the machine economy and robotics. My largest position and highest conviction bet with the best risk/reward profile.

2) $ROBOT / @RoboStack_io

A cloud platform for simulating and testing robots with its own protocol and tooling stack.

3) $SLC / @silencioNetwork

Crowdsourcing real-world audio data to become the “ears” of AI and robots.

4) $OVR / @OVRtheReality

Crowdsourcing 3D spatial data to train robotic perception systems.

5) $BREW / @homebrewrobots

An “App Store for robotics” offering pre-built motions, behaviors, and gamified control modes.

6) $SHOW / @SHOW_ROBOTICS

A collective building robots that combine hardware, software, and unique AI-driven personalities.

7) $NATIX / @NATIXNetwork

Streetmapping real-world data to train autonomous driving and physical AI systems.

8) $DEUS / @xmaquina

Not liquid yet, but wanted to mention as they are preparing for their next public token sale. It’s essentially an on-chain robotics DAT giving exposure to top humanoid companies like Figure, Apptronik, 1X etc.

Beyond these, a few other strong contenders I’m keeping an eye on:

9) $CODEC / @codecopenflow

Developing vision-language-action (VLA) agents aka AI systems that can see, think, and act, enabling advanced automation across robotics, digital operations, and gaming.

10) $GEOD / @geodnet

A decentralized RTK (Real-Time Kinematic) network delivering centimeter-level GPS accuracy for robots, drones, and autonomous machines, critical for precise navigation.

11) $AUKI / @Auki

Building Posemesh, a decentralized machine perception network that enhances real-time spatial awareness for robots and AI. Effectively aggregating all relevant data from networks like for example Geodnet and Natix as well as generating their own data sets for richer perception.

What else did I miss?

[Mats Dierks @matsmdi]

@KookCapitalLLC @sjdedic Non winners = 0% allocation. So they get their full allocation back on 5.11.

If you are a winner it is very likely that you only get 1% of your desired allocation. The refund will be released between 19-21 Nov. So you are locking 99% of your stables for about 25 days.

[Leon @leonidas_xyz]

this one got way too little attention imo.

we all know how much crypto UX sucks. that’s why we’ve seen so many startups innovating on that front e.g. @infinex and others tackling the challenge of massively improving how we interact onchain: one superapp to trade, store, earn, and manage all assets conveniently.

exciting to see @peaq stepping into that game now.
one app for everything:
> creating an embedded wallet
> linking multiple wallets + managing them out of one single interface
> accessing swap, bridge, stake, earn, and on-ramp features

and eventually it will become an app store for all things DePIN and robotics.

this makes peaq far more accessible than most other ecosystems and much easier to navigate in.

very bullish.

[Simon Dedic @sjdedic]

The new alpha? Kilowatts.

Impressive to see yesterday's Daylight raise announcement, which wanted me to put one of our portfolio companies in the spotlight:

@combinderio

Flexibility, the ability to balance electricity demand and supply in real time, is the most valuable commodity in the $3T energy market.

Most people are still sleeping on this vertical. A few are quietly building the backbone of the coming machine economy.

While Daylight is going vertical, covering the full US value chain, Combinder is going horizontal, meaning they are unlocking data exchange and device access across the entire ecosystem.

That makes it infinitely scalable, across geographies, devices, and use cases.
From smart homes to EVs to industrial IoT.

And it’s community-owned: Users literally earn ownership as they connect devices, building one of the fastest-growing DePIN networks out there.

172,000+ users.
1,600+ energy sources.
~488 kW of flexibility contributed — and rewarded.

Real traction in one of the world’s largest untapped markets.

You know my conviction on Physical AI and robotics. Eventually they’ll become key players in decentralized energy networks.

Machines that generate and consume energy, from EVs to robots, will become autonomous market participants, trading and paying on their own.

Also the fact that Combinder runs on @peaqnetwork makes perfect sense. Every robot and machine connected to peaq can seamlessly join the Combinder network.

DePIN × Energy × Physical AI are converging, maybe faster than many of us would like.

And super excited about Combinder that are sitting right at that intersection, building the energy layer powering the machine economy.

Keep your eyes on @combinderio.

[Simon Dedic @sjdedic]

I see a lot of people chasing overlooked robotics gems (and so am I). But in a vertical as early, and as broadly undervalued, as crypto x robotics, your best bet is often to back the obvious leader / blue-chip.

$PEAQ is without question the most fundamentally solid crypto x robotics play in the market today, while also targeting the largest addressable markets of them all.

Meanwhile, robotics outside of crypto is going parabolic (with mega-rounds being raised as we speak) which makes it only a matter of time before the crypto x robotics narrative follows suit.

Layer on top of that the parabolic altseason we’re now moving into, combined with the power-law dynamics that favor category leaders, and the case for $PEAQ only strengthens.

$PEAQ to $1 is inevitable.

[Simon Dedic @sjdedic]

I was waiting for this one to release for quite a while now, excited it’s finally here:

The peaq robotics SDK

Allowing every humanoid, every robot, every machine out there to become alive on the peaq network and an active participant in the machine economy.

Powered by $PEAQ.

[Simon Dedic @sjdedic]

Excited to double down on our portfolio company @beezie in their latest strategic round, alongside our strong Echo community.

We’ve had the pleasure of working with the team since early 2024 and continue to be impressed by their professionalism and execution.

Collectible Capital Markets are here to stay and Beezie is set to capture a massive chunk of its marketshare.

Big things coming, you heard it here first.

[Simon Dedic @sjdedic]

About a year ago, when the memecoin meta was in full swing, I tweeted it was the worst thing that could happen to this space.

As always, I got plenty of hate for it (bullish).

Fast forward to today, the industry has done a complete 180. The best-performing assets are fundamentally strong revenue printers like $HYPE, $PUMP, and $CARDS.

Outsiders aren’t skeptical anymore, they’re impressed, and they feel the FOMO from the sidelines.

My passion and excitement for this space are back.

Thanks for that guys, proud of you all.

[Simon Dedic @sjdedic]

Alpha: Liquid robotics gems hardly anyone has on their radar.

I’ve spoken often about how bullish I am on robotics, but I simply can’t stress this enough: Robotics isn’t just another “vertical”, it’s a major secular growth trend that will likely be one of the most fascinating and asymmetric opportunities of the coming decades.

But here’s the problem: how do you get exposure when it’s nearly impossible?

All the prestigious deals (Figure, Apptronik, Unitree, etc.) are locked up into institutional circle jerks. Public market bets exist, but they’re mostly unattractive or overpriced beta plays (suppliers, Tesla, etc.).

Eventually though, we’re crypto degens, and we all know what's going to happen sooner or later: robotics will find its way on-chain, becoming a liquid and hyper-financialized opportunity to bet on.

The crypto x robotics space is still an opaque and abstract niche, but we believe this is exactly where the asymmetry lies. Actually it reminds me a lot of the early DeSci days when hardly anyone paid attention to it.

That’s why we did the work, dove deep, and identified some liquid robotics opportunities trading at ridiculous valuations with very solid teams behind them.

Here are three projects we’re excited about:

1) @RoboStack_io – $ROBOT – $4.5M FDV

Founded by a Cambridge PhD, RoboStack is building a cloud platform for robot simulation training. Think of it as a physics-based environment where devs can simulate and test AI-driven robotics.

At its core is RCP, a communication protocol acting as a universal language across systems. The simulation environment will include a tokenized voting and incentivization mechanism to foster competition among devs and enthusiasts.

2) @homebrewrobots – $BREW – $3.1M FDV

Homebrew is positioning itself as the “app store” for robotics.

Imagine buying pre-trained, pre-programmed robot movements (like the banana peeling demo) and applying them to your hardware. Their focus is shifting toward the app layer, with a gamified “Battle Royale” mode where the community can interact and control robots directly.

Long-term, they could evolve into a Hugging Face for robotic motion, a marketplace used by hobbyists and professionals alike. They’re already seeing strong interest from engineers outside the crypto bubble.

3) @SHOW_ROBOTICS – $SHOW – $2.7M FDV

ShowRobotics is a builder collective creating both hardware and software to bring robots to life.

They’re building their own robot characters, developing intelligence (own LLMs for commands, VLA, etc.), and sharing their progress transparently in a public logbook.

Their goal: enable anyone to create personal embodied AI, a robot with memory, awareness, and personality.

Of course, there are other strong plays like @peaq, @silencioNetwork, @OVRtheReality etc., all providing direct or indirect robotics exposure. But I’ve kept this list to three on purpose because they fall squarely into the high risk / high reward bucket.

Keep in mind: we’ve accumulated liquid positions in all of these on the open market after doing our own DD.

Skin in the game or stfu.

[Simon Dedic @sjdedic]

What it means to be a VC:

1) Be early

2) Do everything in your power to accelerate success

Many such cases @MoonrockCapital.

[Leon @leonidas_xyz]

irt to data DePINs: there’s sometimes still an implicit assumption in DePIN that more hardware – more “physicality” – means a more valuable network or protocol.
but that is often not true.

1/ marginal utility diminishes with over-scaling
adding more hardware doesn’t necessarily increase the marginal value of the network. once baseline coverage is met, additional hardware doesn’t add much value. it rather dilutes rewards and over-saturates the network.

2/ utilization > deployment
a small or even lightweight network with strong demand and usage is more valuable than a widespread, capital intensive but unused one.

3/ generic hardware is commodity
deploying generic, off the shelves sensors, hotspots, or miners it not a moat. churn is high and supply goes where incentives are highest.
the real value is in demand aggregation, coordination, and software.

4/ market fit > physicality
valuable networks solve real problems and create sticky demand, not just exist in the real world.
solve a problem, create market fit and you will get user lock-in and demand-side utility.

tldr; hardware density or physical scale doesn’t always equate to utility, defensibility, or economic value.

[Collector Crypt @Collector_Crypt]

🚨 Today we’re officially announcing the TGE of $CARDS! 🚨

🕓 Pre-sale begins 16:00 UTC | Aug 27, 2025
⚡️ Powered by @metaplex Genesis

This is the first-ever Collectibles RWA Token backed by an onchain pool of millions in Pokémon cards 🎴

💯 100% of net funds buy RWA Pokémon Cards which fuel our ecosystem 🔄

👇 Check out Collector Crypt by the numbers + RT for a chance to win $CARDS!

[Simon Dedic @sjdedic]

Honored to see Moonrock Capital added to Kaito’s VC leaderboard and even prouder to be sitting at the top.

We might not be the biggest VC by capital, but if you’re looking for one with real conviction, strong opinions, and zero hesitation to go loud for its portfolio - there’s no second best.

DMs open.

[Simon Dedic @sjdedic]

One thing the memecoin wars have taught us:

There’s no such thing as community alignment or shared values in the trenches.

That whole narrative about cabals and memecoin investors migrating from PumpFun to LetsBonk because they supposedly “valued the community more” was pure nonsense.

All that really matters is liquidity, volume, and distribution.

PumpFun won back its entire market share within weeks, reclaiming its position as the incumbent memecoin launchpad.

All it took was more transparency around buybacks and a commitment to deploying liquidity to their leading memecoin communities (and a few @a1lon9 tweets lol).

The rising market share and trading volume are already showing up in revenue, and therefore in token buybacks, which is creating a strong positive feedback loop.

$PUMP is looking very gud here.

[Simon Dedic @sjdedic]

Attention - read to the end for alpha 👀

I haven’t talked about them much before, but it’s time for an appreciation post for one of our portfolio companies that’s been absolutely killing it lately:

@Collector_Crypt

We all know trenchers and crypto natives don’t just love Pokémon cards - they’re hooked on the thrill of randomness, the surprise of every reveal, and the dopamine rush that comes with each pack opened.

Now imagine a platform where you can open Pokémon packs digitally, each one backed by a real, physical card.

That’s exactly what Collector’s latest product, the Gacha Machine, does.

You pay $50 and get a Pokémon NFT on Solana tied to a real-world card, valued anywhere between $30 and $5,000.
It’s a gamified collecting experience that blends the excitement of traditional collecting with the transparency and true ownership of Web3.

Think of it as a digital-native vending machine for collectibles - combining discovery, value, and on-chain provenance in a way we’ve never seen before.

And yes, people love it.

Since the start of the year, usage has exploded without a single $ spent on marketing. The Collector team can barely keep up with acquiring enough physical Pokémon cards to meet their demand on @solana:

- NFTs minted up 10x, now over 25,000 Pokémon cards live on Solana

- Daily pack purchases hitting new highs

- Nearly 1M packs sold, generating $56M+ in volume

- A growing catalog of rare, sought-after cards, several worth 5 figures+

Just a few days ago, they even outpaced @Courtyard_io by 2.5x in volume - despite Courtyard being viewed as the incumbent and having just announced a $30M raise.

Now here‘s the alpha:

1) If you’re into Pokémon collecting, try the Gacha. Because of how well Collector sources and prices their cards, the expected value per spin is often higher than the cost:

~$55 average return for a $50 spin

Meaning frequent users who actually want to own the cards often end up ahead.

2) Their token launch is coming.

@metaplex just rolled out its new token launch protocol, and Collector will be part of the first cohort with their sale.

While it’s already generating serious anticipation in some corners, the broader space is still quiet- and that’s intentional.

What’s different about this sale:

100% of proceeds go to liquidity, none to the team

- Part to provide DEX liquidity
- The rest to aggressively expand their Pokémon card treasury, powering the Gacha and future products

As for direct token value accrual, the team’s keeping details under wraps for now. But they’ve confirmed this:

It will be the first token officially backed by a multi-million-dollar Pokémon card treasury, meaning downside risk is significantly limited.

Personally, I think Collector is massively underrated.

I’ve worked with the team for years, they’re some of the most passionate, committed, and authentic builders in the space, turning their love for collecting into a thriving business.

Add the fact they’re already doing nearly 8-figure net ARR, in a market where revenue is the new meta.

Collector is looking gud here.

[Simon Dedic @sjdedic]

One thing that hardly anyone is talking about but I am pretty bullish on:

Arcium’s new confidential SPL token standard on Solana.

Not just because compliant privacy will be critical long-term to bridge Web2 and Web3, but because it could spark an entirely new wave of crypto narratives we haven’t seen before.

In crypto, every major vertical had its “hype before maturity” phase:

Think of DeFi, NFTs, DeSci, you name it.

I truly believe, privacy never really experienced that wave due to obvious compliancy reasons. But this is going to change with Arcium.

And the degen use cases are endless:

- Stealth memecoins: hidden supply, surprise burns, viral reveals

- AI agent tokens: bots launching/farming tokens under full encryption

- Private betting markets: whales & influencers going head-to-head, off-feed

- Shadow launchpads: ape the narrative, discover later what you bought

- Encrypted DeFi: private LPs, hidden flows, fully meta-driven

Solana just unlocked a new meta.

Powered by @arcium - and hence fully compliant, unlike most other privacy tech.

[Simon Dedic @sjdedic]

Finally it's out, my two favorite InfoFi projects joining forces.

@opinionsdotfun x @KaitoAI

What we will experience is the an evolution of creators, KOLs and opinion creators.

Imagine a future of tokenized opinions where:

Holders become the new followers.
Token transactions are the new impressions.
Token FDV becomes the new engagement metric.

And the price performance of the token chart becomes the ultimate visualization of a KOL’s social capital and reputation.

Can we call that "opinion capital markets"?

@momotrenches and his team will share more about it in the coming days, so I don't want to ruin the surprises.

But essentially, this is becoming a new meta and will effectively go live in their V2 soon.

In the meantime, I highly recommend yapping the fuck out of it.

[Mats Dierks @matsmdi]

@sjdedic @peaq 🔥