Alpha: Liquid robotics gems hardly anyone has on their radar. I’ve spoken often about how bullish I am on robotics, but I simply can’t stress this enough: Robotics isn’t just another “vertical”, it’s a major secular growth trend that will likely be one of the most fascinating and asymmetric opportunities of the coming decades. But here’s the problem: how do you get exposure when it’s nearly impossible? All the prestigious deals (Figure, Apptronik, Unitree, etc.) are locked up into institutional circle jerks. Public market bets exist, but they’re mostly unattractive or overpriced beta plays (suppliers, Tesla, etc.). Eventually though, we’re crypto degens, and we all know what's going to happen sooner or later: robotics will find its way on-chain, becoming a liquid and hyper-financialized opportunity to bet on. The crypto x robotics space is still an opaque and abstract niche, but we believe this is exactly where the asymmetry lies. Actually it reminds me a lot of the early DeSci days when hardly anyone paid attention to it. That’s why we did the work, dove deep, and identified some liquid robotics opportunities trading at ridiculous valuations with very solid teams behind them. Here are three projects we’re excited about: 1) @RoboStack_io – $ROBOT – $4.5M FDV Founded by a Cambridge PhD, RoboStack is building a cloud platform for robot simulation training. Think of it as a physics-based environment where devs can simulate and test AI-driven robotics. At its core is RCP, a communication protocol acting as a universal language across systems. The simulation environment will include a tokenized voting and incentivization mechanism to foster competition among devs and enthusiasts. 2) @homebrewrobots – $BREW – $3.1M FDV Homebrew is positioning itself as the “app store” for robotics. Imagine buying pre-trained, pre-programmed robot movements (like the banana peeling demo) and applying them to your hardware. Their focus is shifting toward the app layer, with a gamified “Battle Royale” mode where the community can interact and control robots directly. Long-term, they could evolve into a Hugging Face for robotic motion, a marketplace used by hobbyists and professionals alike. They’re already seeing strong interest from engineers outside the crypto bubble. 3) @SHOW_ROBOTICS – $SHOW – $2.7M FDV ShowRobotics is a builder collective creating both hardware and software to bring robots to life. They’re building their own robot characters, developing intelligence (own LLMs for commands, VLA, etc.), and sharing their progress transparently in a public logbook. Their goal: enable anyone to create personal embodied AI, a robot with memory, awareness, and personality. Of course, there are other strong plays like @peaq, @silencioNetwork, @OVRtheReality etc., all providing direct or indirect robotics exposure. But I’ve kept this list to three on purpose because they fall squarely into the high risk / high reward bucket. Keep in mind: we’ve accumulated liquid positions in all of these on the open market after doing our own DD. Skin in the game or stfu.

Chinese are cooking again! 👨🏼‍🍳 @UnitreeRobotics has just unveiled its newest humanoid robot, the R1, priced at a highly competitive ~$5,500! 💰 The new R1 weighs just 25 kg, making it 10 kg lighter than the G1. It’s powered by a multimodal large language model capable of processing both speech and visual inputs, giving it a more natural and interactive interface. This steep price reduction highlights declining manufacturing costs. Would you buy it for 5 grand? 💸

🚀 Everyone is welcome to create their own Robot and Model on RoboStack.io! Want extra $ROBOT rewards? It’s simple: 1️⃣ Create your Robot robostack.io/signin 2️⃣ Follow us here 3️⃣ Share your Robot on Twitter 4️⃣ Submit this Google Form 👉 forms.gle/SX2Ma76SEw4Q4PkY6 Don't miss the extra rewards before Sim Lords Season!✨

#NVIDIAInception startup, Civ Robotics, streamlines site layout and surveying in construction, enabling reduced costs and improved accuracy. 🚧 Learn how they use the NVIDIA AI platform and #robotics to accelerate project timelines for construction professionals. Watch the full video on YouTube ➡️ nvda.ws/43rPJDX