Trissy

Robotics is reaching a tipping point with In-Context Learning (ICL).
Confirming my northern star thesis of the sector turning from a hardware to compute problem. Which is where I believe the biggest growth will come from.
ICL is a new paradigm for physical AI: inference time adaptation rather than fine tuning. Tokenized demonstrations of desired behaviors (physical prompting) can be passed into the expanded context windows of the latest vision-language-action models (VLAs) and world models.
Robots can then perform complex, unique tasks in one shot, without the need for any gradient learning on

After many months of research and consideration, $CODEC is once again my highest conviction trade.
My bullishness for robotics never left, however the environment clearly wasn’t favourable and products were still too immature to have a real impact on development.
So why the sudden change of mind? What’s so interesting that’s brought me back?
Firstly, this wasn’t an overnight decision. Around 3 months ago I was coming back from a trading hiatus, since my read on the market wasn’t great, a protocol I have to better my edge is reading as much non crypto related material as possible. This is my fa

Robinhood is what Base was meant to be.
This alone is what’s keeping me so bullish on the $CASHCAT trade.
The bear market has forced everyone into excessive risk management and losing the ability to fire on narratives which could be break out trades.
Which is why $ANSEM has performed so well as consensus turned to people believing there would be no more mid 9+ fig runners in memes. Now that it’s happened once, the genie is out of the bottle. A couple hints from CZ alone nearly sent a coin to 9 figs.
Even still, with the amount of failures in L1's and new chains attempting to vamp attention and

In the early days of the internet and web development, everything was hand written in raw JavaScript or HTML.

Each web app was its own silo. As they grew more complex, the community invented tools like Webpack and Vite which are module bundlers and build systems that automatically handle different file types and assets.

Meaning a developer could import an image, font or a TypeScript file into their project and the bundler’s loaders would know how to process it (convert TS to JS, inline the image etc).

The browser itself only understands HTML/CSS/JS but these toolkits encode/decode other for

Robotics is the next industrial revolution.

The first industrial revolution (steam to mechanization) grew global GDP by roughly 10x between 1820-1910.

Robotics will do the same in reverse, machines will now mechanize labor itself. Instead of one person running one machine, one person (or no person) will oversee thousands of autonomous machines networked together.

The steam engine era took nearly a century to replace human and animal labor. Humanoids can scale exponentially faster, once a functional blue collar brain is trained, it can be cloned infinitely through software and cheap hardware

SOL goes on a god rally soon imo.

While ETHs outperformance since May was due to institutional flows, home to 90%+ of stablecoins (circle IPO), robhinhood building, everyone writing it off as a trade etc. We’re starting to see the narrative become more matured as positioning becomes heavier.

This doesn’t mean ETH won’t perform (I’m confident it will). I’m just saying SOL will be the fastest horse by a larger margin.

SOL’s positioning feels much lighter even as it approaches ATHs, with its backdrop being much stronger. We’re seeing real institutional adoption, such as Forward Industries rais

Flew to Dubai to work with the $CODEC team in person.

Robotics is going to be too big of a sector not to go all in on.

Study working for your bags.