I have been attending several dinner parties recently, and most of our conversations revolve around two topics. The first is OpenClaw crayfish ， I don't have one at home, so I feel embarrassed to talk. The second is humanoid robots, from Tesla Optimus being able to pick up eggs to Unitree's martial arts performance at this year's Spring Festival Gala, to the imagination of future "digital labor", which harbor huge opportunities. The most in-depth topic we discussed is, if AI has already given machines a brain, who will install an "operating system" for them? How do robots collaborate in economic activities? Unlike Apple style closed systems, it requires open-source Android level gadgets that allow tens of thousands of robots to chat and collaborate with each other. The current robot race feels a bit like before the release of the iPhone in 2007, major mobile phone manufacturers were rolling up camera pixels and flip slide covers. But from historical experience, what really made mobile phones explode was Android's integration of fragmented hardware, applications, and payments. Analogous to today's robot race track, it is actually very similar. Unitree can perform backflips, Optimus can enter Tesla factories to make cars, but they "cannot talk to each other and cannot cooperate". For example, if the home camera detects that the dog has knocked over the dog basin, it cannot automatically call a cleaning robot to help clean it because there is no unified "language" and "wallet". So I have to mention that the ROBO I bought today, when it comes to @ openmind.agi, does a very simple job. Firstly, it does not create new models, and secondly, it does not create new hardware. Instead, it turns existing AI capabilities, sensors, and motion control into a practical and usable robot operating system. Their OM1 system, in other words, equips robots with "common sense", such as automatically slowing down when they see a person approaching, and finding work on their own after charging. One of the details that particularly touched me was the privacy design, where the robot captured a blurry face on the spot and the data was not transmitted to the cloud. The recent privacy leak incident involving DJI's robotic vacuum cleaners should have been heard by everyone. What is commendable is that OpenMind also integrates the x402 protocol. Simply put, it provides robots with an on chain "bank card" to buy parts and pay service fees on their own, without the need for humans to act as nannies. Imagine a scenario: a team of newly arrived cleaning robots arrive at a shopping mall. First, they pay the mall's patrol robots to share a 3D map, then they start working and cleaning. Finally, when the battery runs low, they automatically go to the charging station to scan the code and pay. After finishing the work, they distribute the income to the engineers who maintain them. The mall automatically settles the cleaning area to the robot terminal account, using the x402 protocol throughout the process. ROBO is the settlement currency and change wallet for robots, which involves M2C and M2M (machine to person, machine to machine) micro payments that cannot be handled by the banking system, only cryptocurrencies can catch. OpenMind is seizing the ecological niche of this machine bank. In summary, when investing in robots in the past, everyone was betting on which hardware would win. But the hardware internal rolling speed is too fast, and it is highly likely that the gross profit will eventually bottom out. OpenMind follows the Android path, and no matter what type of robot you are, as long as you want to connect to the internet, avoid obstacles, or trade autonomously, you can choose to run the OM1 system. So in the end, what we invested in was no longer a 'hardware seller', but a 'tax collector'. As long as Robot Economy starts to operate, ROBO becomes the universal settlement currency in this ecosystem. And now the market value of FDV has fallen below $400 million, lower than the previous pre-sale price. Buy some small positions to hide, not Fomo, and wait for the outbreak of OM1 industrial cases. Investing in this is essentially a gamble on the Web3 transformation of the physical world, hoping for a wave of anticipation. DYOR， Only personal notes.