AI tokens. Prediction markets. DeSci. The narrative is endless, as capital is always rotating here. The market is heating up, and everyone is speculating on what the next narrative will be. Robotics is a strong candidate. Robotics has the same tailwinds and hype as AI. Yet… AI tokens have reached a market cap of around $3 billion. Robotics? That's less than $300 million combined. Nvidia is launching embedded AI GPUs, and Tesla is showing off Optimus. Robotics is hype. Cryptocurrencies are a perfect fit, as robots require coordination, sub-penny payments, and tamper-proof logs to prove their work. If the market starts to heat up, this could be where capital is rotating. Some names worth checking out: • @codecopenflow: Providing execution rails for digital and physical robots through its Operators marketplace. It's becoming the execution layer for AI workers. • @peaq: L1 for the machine economy is already powering over 50 DePIN projects. Dozens of other device/robot networks are building on top of it. • @AukiNetwork: Building a "posemesh" for spatial computing. Making the physical world navigable and navigable by AI. • @UseRobora: A VLA-powered platform that aims to standardize robotic skills and create a codec-like marketplace for bidding on tasks. • @silencioNetwork: DePIN for real-world audio: Using the world's largest crowdsourced noise dataset to train models, enabling robots to hear and interpret their environment. • @homebrewrobots: Promoting an "app store" of robot actions and runnable pre-trained skills. • @RoboStack_io: Cloud simulation + robotic context protocol. The goal is to enable large-scale collaboration between agents, humans, and robots. The good news is that it's still very early days. There's no clear alpha release yet. If you're prepared, you can ride the wave. What am I overlooking? Which products do you think will become leaders as the category matures?
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