Haotian
Haotian|Feb 22, 2026 07:38
Thanks to @openmind_agi for connecting my X and Github accounts and discovering Eligible. In this bear market, it truly feels warm and bright, even if it's just a greasy plate of braised pork rice . Checked out @Polymarket's pre-market predictions and noticed the expectations aren't too high. This aligns closely with the current market sentiment, but I still firmly believe that the embodied intelligence Robotics track is definitely worth following in the long term. 1) When it comes to Robotics, its connection to AI and the logic of Agents leveraging AI are not the same. Agents are still focused on the "conversation" logic in their application positioning, but Robotics naturally has a broader scope. It must engage with the physical world, aligning with the future trend of Physical AI in web2 AI. This means the Robotics concept is far ahead in web3 and has significant advantages in solving issues like physical asset ownership and trust in cross-entity collaboration, making its narrative more solid. 2) The CCTV Spring Festival Gala showcased a lot of robots, even introducing the concept of cyber eldercare. However, transitioning from robots flexing their muscles on stage to truly entering everyday households is not something that happens overnight. During this long and painful commercialization period, the Web3-driven Robotic Economy offers an excellent direction for exploration. It can leverage the DePIN model to reduce hardware deployment costs, use token incentives to accelerate physical data collection, and even tokenize RWA assets to enable fractionalized leasing of robot usage rights, among other possibilities.
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