Robotics is something many are quiet about, and that's kinda makes me sad... This meta truly deserves attention, and its growth is unavoidable same like it was with AI, now it's robotics turn. Here's all you need to know about it and my top picks {projects} that I'm watching 🧵 ————————————————————— > Robotics isn’t a gadget story, it’s new infrastructure, capital wants in, but the real upside is still tucked inside private fabs and labs. > And it’s far bigger than humanoids: tireless arms, surgical co-bots, warehouse swarms, farm and home helpers. > Anywhere work is repeatable or razor-precise, robots compound, 24/7, software-rate scaling once the hardware is right. > The value chain: actuators, sensors, edge compute, perception, sim, service, is where the heat sits, last decade digitized attention -> this one mechanizes labor. > How early are we? We're quite early compared to AI sector, but anyways robotics is closely related to AI. ————————————————————— |-> Projects I'm focused on & watching closely <-| > α / @Peaq isn’t a robot maker, it’s the economic and identity layer that lets robots operate as on-chain businesses. > It gives machines their own IDs and wallets, so fleets can authenticate, meter work, and get paid automatically. > Projects can tokenize real robot ops {e.g farms, vehicles} to share revenues with backers and handle payouts transparently. > Well, in short: Peaq ties robotics to Web3 by handling ownership, payments, and coordination at scale. ————————————————————— > β / @openmind_agi building the “OS + network” for robots, OM1 is an open-source, hardware-agnostic runtime for embodied AI, and FABRIC is a decentralized control layer to coordinate fleets at scale. > They’re shipping code {OM1 on GitHub} and even a mobile app that crowdsources data and evaluations for real-world robots. > Net-net: think "Android + internet for robots" aimed at letting machines learn, update, and work together across brands. ————————————————————— > γ / @GEODNET is a decentralized RTK/GNSS network that gives robots centimeter-level positioning, think warehouse bots, delivery rovers, field robots, and drones, precise, low-latency location makes them safe and reliable at scale. > Operators host base stations and earn tokens, robotics fleets plug into the correction feed {via standard NTRIP/RTCM} to navigate accurately. > It’s the location utility layer robots need to graduate from demo to production. ————————————————————— > δ / @virtuals_io is extending its agent stack from screens to machines. > They’ve launched a Virtuals Robotics push: partnerships {e.g. @BitRobotNetwork} and the SeeSaw app to crowdsource real-world robot training data, plus frameworks to coordinate and pay fleets on-chain via ACP and plan actions via GAME. > Sooo... Virtuals supplies the agent brain + commerce rails, hardware teams plug in robots so tasks, data, and payouts flow autonomously. ————————————————————— Leaving TL:TR too-lazy to read version below for y'all ⬇️

我们都需要像 Cobie 一样： > 以 4 亿美元将 Echo 卖给 Coinbase > 24 小时在线帮助人们 > 不喜欢事情出错 真是个传奇…… {不标记他因为他太忙了没时间看这个，但如果你看到这个，Cobie，我们爱你}

我正在关注 LST，@ether_fi现在是我的首要任务，原因有几个，其中一个主要原因是它是值得信赖和安全的。 您是否知道许多 LST 拥有自己的加密卡，这是最好的加密卡之一？嗯，我个人不这么认为 所以今天我将深入研究 EtherFi 🧵 ————————————————————— >你们都知道，Ether fi 是领先的流动性重新抵押平台，它使用 eETH {rebaseing} 和 weETH {non-rebaseing} 进行 DeFi。 > 其运作方式如下：奖励分配如下：90% 分配给存款人，5% 分配给节点运营商，5% 分配给协议，将运营商和协议削减合并为 10% 的“协议收入” > 3.1% 的质押和再质押合并年利率，相当于 31/90/5 分割时协议收入的约 5 个基点，在华丽的回报上提供稳定的收入。 ————————————————————— > 卡呢？为什么大家都在议论它？所有这些嗡嗡声都是有原因的： > 它背后有牵引力和国库火力：到 2025 年 6 月 30 日，该卡的日交易量超过约 $10m，80k+ txs 和 2.5k+ 卡的发行量。 > 现在，在 2025 年 11 月初，只要价格低于 3 美元，社区就批准了高达 $50m 的 ETHFI 回购，并在链上执行和报告。 ————————————————————— > 就像我之前说的，以太币不再只是 ETH...... > 2.77-2.8m 的 eETH 未偿还反映了 Ether Fi 的规模和流动性，eBTC 现在在以太坊和 Base 和 Arbitrum 等 L2 上进行多资产再质押。 > EigenLayer 提供 10% 的运营商/90% 的质押者拆分，并具有一致的重新质押回报。 > Cash 将您的卡链接到 The Club：Luxe 需要 10k 积分/月，Pinnacle 需要 50k 积分 > 每消费 3 美元即可赚取 1k 积分，Core 和 Luxe 可享受 3% 的现金返还促销，最高可达 1 美元/月，Pinnacle 可享受 2.5 美元。 > {通过 Apple Pay/Google Pay 和卡进行 Ofc 付款} > 主要优势：大量 eETH 供应、主网和 L2 上的 eBTC、顶级卡和活跃的 DAO。 ————————————————————— >嘘......注册 25 美元的欢迎奖金 -> > 不是先令，但我开始使用这张卡，稍后会分享我自己的经验，因为我的几个朋友已经拿到了他们的卡，等着我的卡