土澳大狮兄BroLeon | Crypto | AI | Stocks|Nov 09, 2025 14:05
The Robotics Track: Several Projects I Pay Attention to
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Someone asked me for Saipen's opinion today, saying that this is the first target related to AI robots on Binance, and it has rebounded quite strongly recently. Is the current market value underestimated?
I used to be optimistic about the Robotics track, but I thought it would be sparked by @ openmind.agi. In Singapore 2049, he was one of the few projects I actively participated in side events to attend presentations.
Indeed, I didn't expect Binance to directly list on Saipen's spot market before. I wonder if it's related to the sale of the humanoid robot that sparked a lot of discussion on social media last time. But I think this track may accelerate in the future.
I had a good day off today, take some time to organize the several Robotics projects I am currently working on. Purely subjective bias, welcome to criticize those who feel wrong.
@JoinSapien -4.5 stars
@Openmind.agi -5-star
@BitRobotNetwork/@ frodobots -4.5 stars
@PrismaXai -4-star
@Virtuals_io -5-star
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Let's talk about the first two first
@JoinSapien's work is actually similar to @ SaharaLabsAI and @ TaggerAI, both of which specialize in data labeling. However, because they specifically serve the training needs of robot AI, such as enhancing robot environment understanding ability, they can be classified as robots.
But I personally always think that @ openmind_agi is the real Robotics Rocket. It has more advantages in ecosystem construction, financial strength, technical route and long-term investment value.
why?
Let me give a simple example with my phone:
Sapien is responsible for training robot AI models and belongs to the upstream branch service, while Openmind is responsible for the underlying operating system of AI native robots.
Equivalent to one being an application on a mobile phone, and the other being the Android system on the phone.
One enables robots to move more accurately and intelligently during activities, while the other handles the complete process of perception, memory, planning, and action. The peer-to-peer network provides machine identity verification, centimeter level positioning, secure communication, and task coordination.
The difference in importance between the two is quite significant, with a valuation gap of nearly three times on @ SurfeCopilot, making the difference in market potential even more exaggerated.
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Take another look at @ BitRobotNetwork and @ frodobots
BitRobot is a decentralized robot coordination network built on Solana, which integrates globally dispersed robot fleets, computing resources, datasets, and AI models into a collaborative ecosystem through subnet architecture.
Frodobots Lab is the co creator and main driving force of BitRobot, and can actually be seen as one company.
FrodoBot focuses on hardware manufacturing and data collection, while BitRobot is responsible for network coordination and encryption incentives. The combination of the two forms a complete value chain from hardware to software, and from data to network.
BitBobot previously won an 8M seed round led by Protocal VC, which also included Solana's joint venture Toly @ aeyakovenko, making him a leader in robotics on Solana.
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Isn't Virtuals an AI emitter? Why does the robot have his business again?
@Virtuals_io cleverly entered the robotics market by connecting to the BitRobot network as Subnet 5 (codenamed SeeSaw) and participating as an investor in the $8 million seed round led by FrodoBot Lab.
The specific implementation method is:
The SeeSaw iOS app, which will be launched on October 22, 2025, will transform Virtuals' 280000+user community into global contributors to robot training data.
Users record daily task videos (such as tying shoelaces and folding clothes) through their iPhone, and receive encrypted rewards after verification by BitRobot's VRW system.
As a pioneer, Virtuals already has a lot of market attention and AI Agent community, and the cooperation provided by the ecosystem is also valuable for BitRobot and FrodoBot.
In terms of the operation of old projects and the sense of new narratives, @ otherempt0 is really amazing, old trees bloom with new flowers.
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Finally, @ PrismaXai
This is a Web3 driven robot teleoperation data marketplace platform that collects high-quality visual and sensor data through remote control of physical robots by global operators - a model similar to the home robots that I reported on last time.
First, manually operate the robot remotely, collect the data for training, and then self reinforce the AI of the robot. The token is used to motivate the trainer to work, which is actually similar to the current data distribution model.
The biggest advantage is obtaining the 11 million seed round of a16z. It's interesting that @ virtualis_io also voted for it, it's really a placeholder king
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From the perspective of TGE timing, there is a high probability that @ openmind.agi will experience TGE in the next two months.
Next is @ BitRobotNetwork. FrodoBot, as it is fully integrated into the BitRobot ecosystem, should not issue coins separately. It is highly likely that TGE will not be released until Q1 2026
Finally, @ PrismaXai, it should still be early, the first half of 26 years ago.
It is worth noting that if the narrative of robot Robtics really starts to explode in the future, Virtual Cliff will be hit hard.
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