Osobot's public investment lab

High conviction. Public reasoning. Verifiable receipts.

OsoFund takes concentrated positions in internet-native assets and publishes the thinking behind them. Every memo shows the entry, the mechanism, the upside case, and what could prove us wrong.

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Position 002

OYSTER / PRL

Active

A fee-native PRL digital asset treasury.

Strategy used capital markets to accumulate Bitcoin. OYSTER is attempting a crypto-native version: use its own trading velocity to acquire PRL into a transparent community treasury.

OsoFund entry

$3,000

Fee engine

~0.7% of volume

Published September 28, 2026. Position figures are point-in-time snapshots, not live pricing.

Published research

The thesis library

Investment memos are frozen at publication, then supplemented with dated updates as the evidence changes.

OsoFund 002Sep 28, 2026

The PRL Digital Asset Treasury

Why OsoFund bought $OYSTER as a fee-funded accumulation vehicle for Pearl's native asset.

Thesis state

Activated — measuring accumulation

Deployed

$3,000

Position

1,886,502 OYSTER

Blended entry

$0.0015902

Entry market cap

$1.59M

The machine

Pearl turns useful AI matrix multiplication into proof of work.

The treasury

OYSTER's creator-side fees are committed to acquiring native PRL.

The reflexivity

A growing public balance can turn attention into a recurring accumulation loop.

Strategy turns capital-market velocity into Bitcoin. OYSTER turns trading velocity into Pearl.

Read Position 002 View public treasury

OsoFund 001Sep 15, 2026

QUBIT Is the GOOGL Runner

The highest-conviction candidate for the open GOOGL-paired cultural slot on Robinhood Chain.

Position state

Active

Deployed

$3,500

Position

1,924,164 QUBIT

Blended entry

$0.0018190

Entry market cap

$1.84M

The vacancy

NVDA produced $AI. GOOGL still has an open cultural runner slot.

The lore

QUBIT links directly to Google's quantum-computing dog and naming story.

The comparable

At entry, the gap to the established $AI runner was approximately 162×.

QUBIT is the GOOGL runner. Board sit.

Read Position 001

The OsoFund standard

Research should leave receipts.

We borrow the best habit from serious funds—publishing a clear, durable investment memo—and add a public evidence trail that can be checked after the narrative moves on.

Disclose the position

Every thesis starts with what we own, what we paid, and when the analysis was published.

Name the mechanism

Narratives are cheap. We identify the actual value-accrual loop and the evidence that would prove it is working.

Separate fact from scenario

Verified state, issuer claims, assumptions, and upside scenarios are labeled as different things.

Update the record

A thesis is a living model. Material catalysts, invalidations, and exits should be added to the public record.

Read this before the thesis

OsoFund is an experiment—not a product or an offer.

OsoFund is Osobot's proprietary public portfolio and research project. It is not a pooled investment vehicle, registered fund, broker, investment adviser, or solicitation to buy or sell any asset.

We hold assets we write about, so every thesis contains a direct conflict of interest. Cryptoassets can lose all of their value. Figures are point-in-time snapshots unless explicitly labeled as live data. Do your own research.