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Defileo🔮
內容創作者 |線程 |Alpha 研究員 |X 24 小時 |DeFI 洞察 |教育內容 |質量勝於數量 |愛我的 CT 家人 :3
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 🧵
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> 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.
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|-> 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.
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> 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.
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> 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.
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> 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.
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Leaving TL:TR too-lazy to read version below for y'all ⬇️

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我正在關注 LSTs,而 @ether_fi 現在是我最優先的選擇,原因有幾個,其中一個主要原因是它值得信賴且安全。
你知道有多少 LST 擁有自己的加密卡,並且是最好的之一嗎?嗯,我個人不知道。
所以今天我正在深入研究 EtherFi 🧵
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> 大家都知道 Ether fi 是領先的流動性重質押平台,使用 eETH {重基準} 和 weETH {非重基準} 進行 DeFi。
> 它的運作方式如下:獎勵的分配如下:90% 給存款者,5% 給節點運營商,5% 給協議,將運營商和協議的分成合併為 10% 的 "協議收入"。
> 3.1% 的綜合質押和重質押年利率,約等於 90/5/5 分配下的 31 個基點的協議收入,提供穩定的收入而非華麗的回報。
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> 那麼這張卡呢?為什麼大家都在談論它?所有這些熱議都有原因:
> 它背後有牽引力和財政實力:到 2025 年 6 月 30 日,這張卡的日交易量約為 1000 萬美元,超過 80,000 次交易,發行了超過 2,500 張卡。
> 現在在 2025 年 11 月初,社區批准在價格低於 3 美元時進行最多 5000 萬美元的 ETHFI 回購,將在鏈上執行和報告。
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> 正如我之前所說,Ether fi 不再僅僅是 ETH...
> 277-280 萬的 eETH 未償還反映了 Ether fi 的規模和流動性,eBTC 現在在以太坊和像 Base 和 Arbitrum 這樣的 L2 上進行多資產重質押。
> EigenLayer 提供 10% 的運營商 / 90% 的質押者分配,並且有穩定的重質押回報。
> 現金將你的卡與 The Club 連接:Luxe 需要每月 10,000 點,Pinnacle 需要 50,000 點。
> 每花費 1,000 美元可以賺取 3,000 點,對於 Core 和 Luxe,每月最高可獲得 1,000 美元的 3% 現金回饋,Pinnacle 則為 2,500 美元。
> {當然可以通過 Apple Pay/Google Pay 和卡片付款}
> 主要優勢:大量的 eETH 供應,主網和 L2 上的 eBTC,一張頂級卡,以及活躍的 DAO。
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> 嘘... 註冊可獲得 25 美元的歡迎獎金 ->
> 不是在推銷,但我開始使用這張卡,稍後會分享我的親身經驗,因為我的幾個朋友已經拿到了他們的卡,我在等我的。

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