I've always been very bullish on Robotic as the next new narrative for the following reasons: Embodied intelligence is the current hot focus in China and the United States: Tesla and Unitree Technology's related dynamics frequently make headlines, and Unitree's robot even appeared on the stage of the Spring Festival Gala, which shows its attention. The key carrier for the implementation of AI: I think humanoid robots are also the direction in which artificial intelligence is most likely to achieve breakthroughs in real products. While it's still relatively early days, I expect a cross-generational product to emerge within a few years. Big Wager for Big KOLs: The well-known KOL @Rewkang is extremely bullish on the track and has invested his largest single investment (19M USD) in humanoid robot company @Figure_robot. At present, there are not many Robotic-related targets available in the crypto field, and I am personally optimistic about the following projects: ❶ @Codecopenflow VLAs (Vision-Language-Motion) frameworks are being built, and one of its core applications is Robotic. It can be understood as Eliza, which aims to create the field of Robotic. In addition to Robotic, the framework can also be applied to blockchain game robots and other fields. The project team will release a demo similar to @aixbt_agent in the near future, showing the ability to perform user tasks on Twitter, which is worth paying attention to. ❷ @NRNAgents The project initially focused on the blockchain game Agent, and is currently planning to move to the robot track as well. They collect data to train AI models, including by hosting games and robotics competitions. ❸ @virtuals_io The Virtuals platform also attaches great importance to the robotics track and has launched related projects. However, the current performance is not satisfactory, on the one hand, it may be that the track is not hot, and on the other hand, it may also be greatly affected by the situation of the Virtuals platform itself. I believe that the Roboic track, like AI, is a long-term investment theme. Although no one is interested at the moment, I will continue to monitor and follow the progress of various projects for a long time, and strive to seize the opportunity of the next "big story".
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