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Andrew Kang Profile
Andrew Kang

@Rewkang

Followers
391K
Following
23K
Media
2K
Statuses
9K

Shephard @mechanismcap Not investment advice

Joined January 2013
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@Rewkang
Andrew Kang
5 days
30x Stablecoin supply would make USDe the largest stablecoin in the world.
@Kairos_Res
Kairos Research
5 days
July has been good to @ethena_labs . USDe has posted its fastest growth on record, hitting an all-time high total supply of $7.54bn . This month set new records in supply increases across 1, 3, 5, 7, 10, and 15-day windows, marking the most aggressive expansion phase in the
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@Rewkang
Andrew Kang
5 days
Everyone talks about the ChatGPT moment for robotics, but the AlphaGo moment has already been realized for PhysicalAI and this is all that's needed for the initial proliferation of intelligent robots. We are already at the point where some researchers/companies are developing.
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@Rewkang
Andrew Kang
8 days
Just as we had AI vs Humans in Go, Chess, DotA, we will also have robots vs human games. This can take many variations .Unenhanced humans vs teleop or AI driven robots.Humans w/exoskeletans .Teleop’d robot vs AI driven robots. The AlphaGo moment will be when the AI robot defeats.
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@Rewkang
Andrew Kang
8 days
Competitive Robot combat, games, sports will be a huge phenomenon that emerges this next decade. Controlled via remote controllers, whole body motion capture and also end to end neural nets. DM me if you are building if this space. Would like to fund.
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@Rewkang
Andrew Kang
9 days
Two fundamental theses. 1. Perps are coming to a $120T global equity market that could 30x the yield TAM for Ethena.2. Hey I recognize this pattern
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@Rewkang
Andrew Kang
9 days
Definitely highest risk/reward position in the market by far. Downside protected by guaranteed long term spot buying upside guaranteed by long term spot buying.
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@Rewkang
Andrew Kang
10 days
This would be the equivalent of MSTR raising $200B to buy BTC. Ethena is one of the few legit projects in crypto that still has massive growth potential. Perps will expand beyond crypto and eat finance, and $ENA will be one of the top benefactors.
@stablecoin_x
StablecoinX
11 days
Capital with conviction. With $260 million of committed cash financing, TLGY's latest PIPE round reflects the highest cash-to-asset-market-cap among any other publicly listed crypto treasury company
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@Rewkang
Andrew Kang
1 month
The hourly labor cost of the humanoid accounts for amortization over 7.5 years, 10% annual maintenance cost, and electricity costs at $0.15 kWh.
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@Rewkang
Andrew Kang
1 month
We took a look at the hourly cost equivalence of a humanoid at different price points vs human labor. A humanoid at $50,000 is more economical than even a worker in India at $2/hour. Human labor will be mostly unnecessary in the next decade
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@Rewkang
Andrew Kang
1 month
Hiring a rockstar Investment Director . Opportunity to join what will be world’s largest Robotics venture fund from the ground floor. Must have prior VC experience / strong track record. Hit them DMs.
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@Rewkang
Andrew Kang
1 month
Humans have always feared alien intelligence coming from an outside world. Instead, it will be the alien intelligence we created that we should've been fearful of.
@AISafetyMemes
AI Notkilleveryoneism Memes ⏸️
1 month
🚨🚨🚨 An AI company caught their AI trying to ***literally murder*** an employee to avoid being shut down. How is this not the biggest news story in the world?
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@Rewkang
Andrew Kang
2 months
This is literally how Skynet started.
@AndrewCurran_
Andrew Curran
2 months
OpenAI is training a frontier AI for the Department of Defense in order to 'address critical national security challenges in both warfighting and enterprise domains'. The prototype is expected to be completed July 2026.
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@Rewkang
Andrew Kang
2 months
The Bitcoin financial ecosystem will eat the world. Solana is a prime environment for its next phase of expansion. In our research, we explore how @ZeusNetworkHQ will be one of the key projects driving that forward.
Tweet card summary image
mechanism.capital
We invest where the next paradigm begins — from cryptonative primitives to cutting-edge deep tech innovations.
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@Rewkang
Andrew Kang
2 months
It would be incredible to have the neuroplasticity of a child without any cognitive downsides by just taking a pill. This would be another breakthrough for human civilization . Who is working on this?.
@DudespostingWs
Dudes Posting Their W’s
2 months
This is so cool. This travel vlogger met a young Iranian boy who basically speaks perfect English all because he watches YouTube
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@Rewkang
Andrew Kang
2 months
Trade War Trump Put was stone cold bottom for $BTC. Conditions are perfect for continued grind up for $BTC. Difficult to foresee anymore 30%+ corrections until at least $140-160k.
@Rewkang
Andrew Kang
4 months
Trade war causing capitulation and Trump Put coming in are the perfect combination for $BTC to reverse a multi month downtrend . Send it.
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@Rewkang
Andrew Kang
2 months
There is no second best
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@Rewkang
Andrew Kang
2 months
ETH Treasury Strategy companies will go the same way as the ETH ETF. Demand expectations much higher than reality. Expect most to be trading at significant NAV discounts by next year.
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@Rewkang
Andrew Kang
2 months
We have learned nothing. Yikes
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@Rewkang
Andrew Kang
2 months
ETH Treasury Strategy companies will go the same way as the ETH ETF. Demand expectations much higher than reality. Expect most to be trading at significant NAV discounts by next year.
@Rewkang
Andrew Kang
1 year
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@Rewkang
Andrew Kang
2 months
RT @adcock_brett: Welcome to the most boring video we've ever posted. Here's 60 minutes of our humanoid robot solving logistics, powered by….
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@Rewkang
Andrew Kang
2 months
The key takeaway is that the best humanoid companies are not just selling a product, they are selling labor. Walmart’s annual net profit is $20B. SG&A Labor + COGS Labor costs Walmart $160B per year. 8x the size of their business. If a robotics company could replace and reduce.
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