Modulr (@modulr_cloud | $eMDR) is one of the first serious attempts to bring robotics onchain. They launched yesterday and the chart went parabolic, but I see this more as a long-term play. Here is my thesis for the coming months: More and more people are noticing how Robotics and embodied AI have the potential to be the next major catalyst in tech, and Modulr positions itself right at that intersection with crypto. What stands out is the combination of real infra, a credible team, and strong early backing. They've created an operating system where machines, AI, and cloud infrastructure run on programmable, verifiable rails. Think of it as a decentralized AWS for machines. Its co-chain design lets developers launch robotics or AI applications without rebuilding the stack from scratch. This isn’t just a theoretical concept, Modulr has been in development for over 3 years, with 500+ commits and the core infrastructure is already live on-chain. As mentioned, the team looks solid and very capable. It's doxxed, US-based, and built around engineers with deep domain expertise. For instance, - Christopher Boggs, the founder, has spent 18 years at Moog Space & Defence, leading propulsion & robotics for aerospace. - Vlad Chernenko, the core dev, was a EthereumJS & MetaMask contributor, ranked top 1% in cybersecurity. On top, they already have pilots in motion with companies like Virginia Tech & IRIDIA AI Lab, they are mainly focused on: - Drone esports = drones flown remotely with transactions settled onchain. - Humanoid campus tours = students visiting universities worldwide via telepresence robots. I really like that this isn't just narrative, the infra is live, pilots are real, and there are effectively no competitors in the robotics sector yet. Modulr has the ingredients to become a flagship project in the Robotics x Crypto sector. Disclaimer: I supported them early with a small ticket. Not financial advice.

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