Recently, at several dining gatherings, the basic topics everyone discussed revolved around two main things. The first is OpenClaw crayfish🦞; if you don’t have one at home, you won’t feel embarrassed speaking. The second is humanoid robots, ranging from Tesla's Optimus being able to pick up eggs to Unitree's martial arts performance at this year's Spring Festival Gala, leading to visions of future "digital labor" filled with huge opportunities.

The most profound topic we discussed was: if #AI has already given machines brains, then who will install the "operating system" for them? How do robots collaborate in economic activities with each other? Unlike Apple's closed systems, it requires an open-source equivalent that allows tens of thousands of robots to communicate and coordinate, similar to an Android level solution.

The current robot arena feels a bit like before the iPhone came out in 2007 when major phone manufacturers were competing on camera pixels, flip phones, and slide phones. However, from historical experience, what truly caused the smartphone explosion was Android connecting fragmented hardware, applications, and payment systems. Drawing a parallel to today’s robot scene, the situation is quite similar; Unitree can perform backflips, and Optimus can enter Tesla factories to manufacture cars, but they cannot "communicate, nor can they collaborate." For example, if a home camera detects a dog knocking over its bowl, it cannot automatically call a cleaning robot for help because there is no unified "language" and "wallet".

Thus, I would like to mention the $ROBO I invested in today. Speaking of @openmind_agi, their approach is very straightforward; they are not developing new models or creating new hardware, but rather turning existing AI capabilities, sensors, and motion control into a practical, usable robot operating system. Their OM1 system is essentially giving robots "common sense". For example, it automatically slows down when it sees a person approaching, and after charging, it finds work to do on its own. One detail that particularly touched me was their privacy design; robots blur faces instantly when capturing images, and data is not uploaded to the cloud. Everyone should have heard about the recent privacy leak incident involving DJI's cleaning robot.

What's commendable is that OpenMind has also integrated the x402 protocol, which can be simply explained as providing robots with a blockchain "bank card," allowing them to buy parts and pay service fees themselves, without humans acting as caretakers.

Imagine a scenario: a new team of cleaning robots arrives at a mall; first, they pay the mall’s patrolling robot to share a segment of a 3D map, then they start cleaning. When their battery runs low, they automatically go to a charging station to scan and pay. After finishing their work, they distribute their earnings to the engineers maintaining them, and the mall automatically settles payments to the robots' terminal accounts based on the cleaning area, all through the x402 protocol. $ROBO serves as the settlement currency and change wallet for these robots, involving M2C and M2M (machine to human, machine to machine) micropayments, which the banking system cannot handle; only cryptocurrencies can take on this role. OpenMind occupies this ecological niche of machine banking.

In summary, when investing in robots before, everyone was betting on which hardware would win. However, the speed of hardware competition is too fast, likely leading to margins hitting rock bottom. OpenMind is following the Android path; regardless of the type of robot, as long as you want to connect, avoid obstacles, and trade autonomously, you can choose to run the OM1 system. Therefore, in the end, we are not investing in a "hardware seller," but rather a "tax collector." As long as the Robot Economy gets moving, $ROBO will be the universal settlement currency within this ecosystem. Moreover, the FDV market cap has now dropped below 400 million dollars, lower than the previous presale price, making it a good opportunity to buy some small positions and wait for the OM1 industrial case to explode. Investing in this is essentially betting on the Web3 transformation of the physical world, looking forward to a wave. DYOR, just personal notes.🧐

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