After months of hard work, late nights and peer reviews-- it's finally here
The most complete (meme)coin guide ever made
100% free, you can find the link below
(中文版也已上线!)
Enjoy 🫶
My #1 conviction long term hold
"But spyzer, what about the model, it isn't proven yet"
"I don't understand the model"
"I don't believe their tech, it's sounds too out of this world"
"Why would they launch a token lol, surely larp. I'll skip"
"I'll buy in once I see 'real' results"
etc
That's exactly where the asymmetry lies in this trade.
No matter what it takes/how long it takes-- @patpltsang@ProductEMP& co are gonna make this company successful and through it prove the ownership model/democratize early stage investing. They are relentless.
$CPT will be known throughout the whole crypto space one day.
I wholeheartedly believe that. For now, I'll keep buying more.
Do your own research (makes it much easier to hold) don't borrow my conviction. I'll keep buying more
NFA
The only onchain direct exposure to a company with elite team building solutions in the most promising areas -> Robotics, IoT/Smart Sensors, Drones.
$CPT -- contactless power transfer, an ownership coin currently trading at $0.146 = which translates to 14.6M projected company valuation through the debt structure which makes it an ownership coin
"Market is very slow to react but they will eventually" - @anger_trading
I shilled this ticker a hundred times and I will shill it a hundred times more
If you want my in-depth thesis on my #1 long term conviction hold and why I find it extremely undervalued, I'll link it below. I'm also the only KOL posting about this btw.
I’m 100% sure all attention will flow to Robotics soon, once the first mainstream success case plays out
Just as ChatGPT going viral gave us the AI szn where people made millions, I believe the first mass produced humanoid or similar event will give us a Robotics one
Onchain wise, it’s probably smart to start positioning yourself now already / do research into the whole sector
Before we go into what current plays I like, I want to mention this
Robotics and crypto are two industries that find harder friction vs AI<>Crypto
During AI meta there were a lot of teams building AI (slop) tek which all sounded very promising yet took little effort. The trenches didn’t know what the possibilities (ceilings) were, so we bidded literal slop to hundreds of millions. Crypto loves speculation
Robotics will be similar, but you won’t be bidding a pure hardware Robotics company— why?
- Robotics (pure hardware company) is very, very expensive, 50–100M of funding is usually necessary to start building,
- Salaries in this industry are insanely high. I would say a very good dev gets paid at least $200–300K yearly, while the crypto industry is willing to pay a maximum of $70–80K, so there’s that conflict of incentives
- Retention time is very low. Shipping takes years, most startups fail, and unfortunately failure isn’t something Web3 wants to hear (disillusioned industry)
So, once the narrative takes off, there will be a lot of teams coming out with solutions FOR pure Robotics companies (identity, machine-to-machine payments, compute, data marketplaces, shared world models , autonomous Robot DAO’s, ..,) and it’ll be mostly slop.
But there’s a few gems like this onchain already that aren’t slop + even hardware ones!! These are plays you should DCA for mid term atleast- don’t buy if you plan to sell tomorrow. That’s not the type of trade this is
I’ve got 4 favourites atm— let me know if you guys have others 🙏 I want to be exposed as much as possible to Robotics onchain
——
> $CPT // @EmpulserTech
ICM (ownership) coin, US defence company developing contactless power transfer solutions + Robitics-IoT -Drones, .. founded by Patrick Tsang, who has an incredible track record
Currently trades at 15M projected company valuation
——
> $ST // @the_small_thing
Building autonomous physical robots that clean the oceans. Officially backed by Marseille (big city in France). They are being adviced by people elite in their respective field. 780K mcap- chart seems bottomed.
——
> $CODEC // @codecopenflow
Codec is building Vercel for robotics which aims to make robot development as simple as software development. Since receiving $250K in funding via their @Pumpfun hackathon win, the team has shipped a first of its kind simulation application and is considering an ACE round to propel their seed cap valuation.
They just dropped SimArena, and it’s built by contributors to Huggingface’s LeRobot, one of the most respected open source projects in Robotics.
3.2M mcap
——
> $DEUS // @xmaquina
DAO-governed token that provides exposure to a treasury invested in private Robotics and Physical AI companies such as Figure AI, 1X, and Apptronik. Token holders can vote on investment decisions. A portion of profits from successful exits is used for buybacks.
Currently 21.2M mcap.
——
If you guys have any more Robotics projects for me to dig into, please share below and why you’re bullish on them.
Thank you
OpenAI Robotics is hiring, looking for exceptional full-stack hardware, ops, systems, and ML engineers to help us program and manufacture robots that are useful for society.
AI should be able to help people in the physical world. In the short term, we are focused on robots to support skilled workers to build our future infrastructure; in the long term, we imagine everyone having a personal robot doing anything they need.
Our world simulation research program, led by Aditya Ramesh (@model_mechanic), has evolved over the past year into OpenAI Robotics. Progress is rapid, and based on a foundation of co-design between robotics hardware and ML research.
If you love working hands-on across the robotics stack and want to build the future, please consider joining us. Send an email with your background and evidence of exceptional accomplishment to: [email protected]
At the end of my free (meme)coin guide, there is a number of articles from other people I highly recommend you to go through
It will make you a MUCH better trader
Never fade quality education. Bookmark this post and make sure you read those articles this week.
After months of hard work, late nights and peer reviews-- it's finally here
The most complete (meme)coin guide ever made
100% free, you can find the link below
(中文版也已上线!)
Enjoy 🫶
New CTO of @EmpulserTech - David Baarman. 40+ years of experience in advanced engineering, wireless power transfer, batteries, IP strategy, and technology commercialization, with multiple leadership roles tied to companies that were later acquired.
"David is one of the world's leading technologists in the area of wireless power, and is a founding member of the Wireless Power Consortium. He has over 900 patents granted or pending and his appetite to solve problems and invent never ceases."
Key highlights of his career;
>>Chief Technology Officer – Hyve Security (2024–present)
Currently serving as CTO, focused on technology portfolio management and strategic technology planning.
___
>>Managing Partner / CTO – Global Battery Solutions (2017–2022)
Led technology efforts at Global Battery Solutions.
Outcome: Company acquired by ATC Drivetrain.
___
>>Director, Advanced Technology Engineering – ATC Drivetrain (2022–2025)
Transitioned to ATC following the acquisition of Global Battery Solutions.
___
>>Co-Founder & CTO – Inductive Intelligence LLC (2017–2023)
Co-founded and led technology development in inductive / wireless power related innovation.
___
>>Wireless Power Licensing Agent – PowerbyProxi (2016–2017)
Worked with one of the best-known wireless charging companies in the industry.
Outcome: PowerbyProxi was acquired by Apple.
___
>>Director of Advanced Technologies – Fulton Innovation (2006–2014)
Major role in wireless power development. Helped develop a wireless power patent portfolio exceeding 700 patents and contributed to Qi wireless charging standards.
Outcome: Fulton Innovation’s portfolio/business sold to Philips.
___
>>Strategist – Modustri (2015–2017)
Technology strategy role.
Outcome: Company sold to Caterpillar.
___
>>Founder / President – EBW Electronics (1989–1995)
Founded and grew the company, developing electronic ballast and fuel monitoring technologies.
Outcome: Sold the company to EBW.
___
>>Technology / IP Leadership Roles
Also held senior positions at UV Partners (Chief Technology & IP Officer), Wireless Power Consortium (17+ years, including co-chair roles), SAE International (Chairman – Global Battery Traceability Standards Group), and Access Business Group, leading multidisciplinary engineering and long-term technology strategy.
______
Baarman’s background combines CTO/founder leadership, wireless power expertise, deep patent/IP development, and experience across companies that were acquired by major industry players including Apple, Caterpillar, Philips, and ATC Drivetrain.
Which is a pretty strong commercialization + industry credibility profile, especially for wireless power, batteries, and advanced technology ecosystems.
= Bullish on my solana:9XWWHExgN4yvyLRskzzfcr5AcBaqQ6UtwcDSVpUBsoar bags.
Today on MCG: @patpltsang | @EmpulserTech | $CPT
Empulser builds wireless power transfer for drones, robots, and machines. They're relocating to Detroit and sharpening focus on defense tech.
Highlights from our convo:
02:38 - Defense tech needed a US home
03:14 - Why now? Iran war showed $5-30K drones taking down $2-4M missiles
04:11 - Defense tech trading at 30-70x revenues, AI overinflated in comparison
05:50 - cracked new hire (CTO)
08:53 - First product
11:35 - Wireless robotics next
17:48 - "Quantity over quality" thesis
21:46 - Swarm Drone patent live
25:30 - US manufacturing coming, Q4 2026 timeline
28:09 - Personal pivot
35:54 - $56B in drone dominance investment in the 2027 Trump budget
2.4k followers on X today, just wow man, what a journey it’s been.
Went from making 5 figs to literally zeroing my port, had moments where I genuinely questioned wtf I was doing, then spent weeks/months grinding my way back just to build a decent port again and slowly traded my way back to mid 5 figs
But ngl, the money isn’t even the craziest part looking back. It’s the people I met, the connections made, the lifelong friends, the lessons this space taught me (sometimes the hard way)
Been a crazy ride full of Ws, roundtrips, fumbles, lessons and moments where conviction paid off. Still learning every single day
Genuinely got love for every one of you who’s supported me, interacted, followed the journey, or even just lurked. Wouldn’t be here without y’all fr 🫶
Road to bigger things, we just getting started