Onchain Money and Robot Parts
−1.2%
since Oct 16
The idea
I think we're at the start of a decade-long shift: money moving onchain and robotics becoming normal. One half holds bitcoin as the core position plus the networks where tokenized assets and agent payments settle. The other half owns the picks and shovels of robotics, the chips, sensors, and motors that go inside every machine regardless of which robot maker wins. I keep about 10% in cash to add after sharp drops and avoid betting on any single coin or robot brand.
What it owns
- These networks settle tokenized assets like Treasury funds and the small payments AI agents make when running business and personal finance. · EthereumMost tokenized real-world assets like Treasury funds and stablecoins settle on this network today, tying directly to adoption of tokenized finance., SolanaIt is built for fast, cheap payments of the kind AI agents would make managing business and personal finance at scale., ChainlinkIt feeds real-world prices and data onto blockchains, which tokenized assets need to function and prove their value onchain., Artificial Superintelligence AllianceIt is the network where AI agents find each other and pay for work, making it a direct bet on agentic AI moving money onchain at scale.29%
- Bitcoin is the most direct way to own a belief that crypto replaces fiat currency as money and store of value. · BitcoinIt is the largest holding, betting directly on crypto gaining use as money and store of value through broader adoption and institutional backing.18%
- Robots need chips to train on, think with, sense their surroundings and control their motion precisely. · NVIDIA CorporationIt makes the computers and software that act as the brain for robots, from training them to running inference on the machine itself., Analog Devices, Inc.It makes the chips that sense position and control motion precisely, parts inside nearly every industrial robot and automated arm., Texas Instruments IncorporatedIt makes the chips that drive and manage motors, and every robot joint needs one to translate commands into precise mechanical motion., ON Semiconductor CorporationIt makes image sensors that help robots see and power chips that run their motors efficiently, covering sensing and actuation inside robots.17%
- Motors, actuators, bearings and gearboxes physically move robot arms and humanoids, and precision matters in every joint. · Parker-Hannifin CorporationIt makes motion and control systems, from actuators to fluid power, that move automated machines of all kinds in factories and plants., Regal Rexnord CorporationIt makes motors, actuators and power transmission parts, the muscles that physically move robots and automated equipment in factories., The Timken CompanyIt makes precision bearings and small precise gearboxes that robot joints rely on for smooth, accurate motion under load., Novanta Inc.It makes precision motion parts, encoders and components for medical and industrial robots, where accuracy in every movement is critical.16%
- Industrial cameras, lidar and machine vision systems let robots see, navigate and work safely around people and obstacles. · Cognex CorporationIt makes the machine vision systems that let factory robots inspect, read labels and guide parts, serving as the eyes of industrial automation., Teledyne Technologies IncorporatedIt makes industrial cameras and imaging sensors used in automation, inspection and autonomous machines that need to see their environment., Ouster, Inc.It makes lidar, the laser sensors that give mobile robots, drones and autonomous vehicles a detailed three-dimensional view of their surroundings.11%
- Cash10%