Supertake
Illustration for Robots Rise, Crypto Rides

Robots Rise, Crypto Rides

−7.7%

since Sep 30

Practice

The idea

I believe humanoid robots move from demos to real deployed workforces over the next decade, so this basket owns the whole stack: the chips and compute acting as robot brains, the motors and sensors making up their bodies, and the companies actually building and shipping robots. A smaller slice rides crypto rails and major coins, on the idea that machines transacting with each other need some kind of digital currency. It leans on established large companies for ballast, keeps a modest cash reserve to add on big dips, and is meant to be held for years rather than traded on near-term news.

What it owns

  • · , , , , 28%
  • · , , , , , 26%
  • · , , , , 24%
  • · , , 14%
  • Cash8%