Andrew Kang2026-08-25 08:03:37Andrew Kang says robotics investing has hit an inflection point as private valuations lag fair valueAndrew Kang used RoboStrategy’s August 2026 shareholder letter to make a broader case for robotics investing: capital should pull back from pure software and move toward companies building in the physical world. He argued that private-market pricing still fails to capture fair value in robotics, pointing to Unitree’s market debut as a recent example of the gap between late-stage venture marks and public valuation. Kang also detailed RoboStrategy’s own performance since listing, saying net asset value rose sharply between April 30 and July 31 and that the firm deployed another $124 million across six companies after going public. The letter ran through a long list of portfolio updates, including Standard Bots, Figure AI, Apptronik, Dyna Robotics, Dexmate, Path Robotics, Eccentric Machines, REK, GMI and Nox Metals. Kang said several portfolio companies have moved beyond pilot programs into actual deployments and shipments. He also outlined RoboStrategy’s expansion into media, policy and institutional fundraising, while arguing that robotics venture funding is still small relative to pre-ChatGPT AI venture activity. In his view, the sector is only now entering a financing turning point, with sharper differentiation likely between companies that can scale and those that cannot.730
RoboStrategy2026-07-16 02:13:57RoboStrategy completes private share sale, raising about $16 millionRoboStrategy, a closed-end investment firm focused on robotics and physical AI, has completed a series of private equity issuances, according to an official announcement. The company issued 450,684 shares at a weighted average price of about $35.5, raising roughly $16 million in total. The disclosure outlines both the overall size of the placement and the pricing used for the share issuance. It also names a major participant in the transaction. RoboStrategy CEO Andrew Kang subscribed for 272,405 shares in the offering. The filing said his subscription was priced at $36.71 per share, representing an investment of about $10 million. The announcement did not provide additional details on the broader use of proceeds or other participants beyond the figures disclosed.1420
MGBX2026-07-15 08:15:34MGBX to list DEXEUSDT and BOTUSDT perpetual contracts on July 15MGBX will open trading for the DEXEUSDT and BOTUSDT perpetual contract pairs at 18:00 SGT on July 15, 2026, according to an official announcement cited by Odaily. The exchange said the new contracts will support leverage of up to 25x. The notice also outlined the underlying projects tied to the two tickers. DeXe Network, represented by DEXE, is described as a decentralized social trading and asset management platform operated by DeXe DAO. BOT refers to RoboStrategy, a closed-end fund that invests in robotics and embodied artificial intelligence companies working on technologies aimed at human-machine collaboration. No additional listing terms were disclosed in the brief announcement.1600
Bybit2026-07-01 10:54:47Bybit Lists BOT Perpetual Contract with Limited-Time Fee PromotionsBybit has listed RoboStrategy Inc (BOTUSDT) perpetual contract and launched limited-time fee promotions: 0% maker fee and 50% discount on taker fees, aiming to attract traders to the BOT market.1390
