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s4mmy· 2025-09-14 17:49
@coingecko Turns out Caesar has done my job for me:- Peaq- Auki- GEOD- EMDR- CODECI'll have to think outside the box and find undercover gems with limited public data on.cc: @wronguser000https://t.co/X1U5ULQKuWAsk Caesar (@ask_caesar):@wronguser000 @S4mmyEth @coingecko Top 5 robotics tokens: peaq $134M; Auki $68M, 7-digit ARR; Geodnet $55M, 19k; Modulr $38M, testnet to mainnet Q4; Codec $30M, Solana early.https://t.co/uuS0NHwddd ...
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s4mmy· 2025-09-14 17:27
RT s4mmy (@S4mmyEth)PUMP has an insane revenue engine which (alongside its streaming virality) has driven its FDV above $8bn.Crazy that building a traditional business & integrating buybacks would work.You should also pay attention to AI backed revenue generation, so I’ve linked examples below: https://t.co/KPhReiBXQT ...
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s4mmy· 2025-09-14 17:02
RT s4mmy (@S4mmyEth)Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...
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s4mmy· 2025-09-14 16:46
Market Valuation Comparison - Crypto robotics 的总市值仅为 Pump Fun 市值的 12% [1] - Pump Fun 的估值为 30 亿美元(完全稀释估值为 87 亿美元),行业关注 crypto robotics 是否被低估 [1] Robotics & AI Market Potential - Robotics & Physical AI 预计将在某个时间点出现抛物线式增长 [1] - Robotics & Physical AI 的总市值目前仅为 DeAI 的 1% [1] Investment Performance - 多个协议在本周实现了 80% 的投资回报率 (ROI) [1] Ecosystem Analysis - 行业正在考虑对 Robotics & Physical AI 生态系统进行深入分析的价值 [1]
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s4mmy· 2025-09-14 16:23
Robotics & AI Market Overview - Robotics trade is still in its early stages, but improvements in AI will enhance robot coordination and functionality [1] - A surge in retail interest is expected once robots can perform household chores at competitive prices [1] - "Half decent" humanoid robots are currently priced around $10 thousand, which is still too expensive for everyday households [1] Decentralized Physical AI (DePAI) - The DePAI sector may experience a speculative bubble, similar to the AI cycle in Q1, driven by vapourware [2] - Focus should be on DePAI projects with real revenues and product-market fit outside of crypto [2] - Projects like Aethir ($160 million ARR), Peaq, and USDai are worth monitoring [3] - Some crypto vehicles offer access to private rounds of traditional robotics companies like Apptronik and Figure through their tokens [3] Market Outlook & Timelines - An AI/DeAI/DePAI Supercycle is anticipated within the next 12 months, potentially sooner if macro conditions become bullish [4] - The total Market Cap of Robotics & Physical AI is trading at 1% of DeAI [4] - Several protocols in the sector have achieved 80% ROI this week [4]
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s4mmy· 2025-09-14 15:52
What does this look like visually? https://t.co/FI7UeVLH7cAdam McBride (@adamamcbride):The meta to rule all metas will be obvious in hindsight https://t.co/RRK7kkJF5w ...
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s4mmy· 2025-09-14 15:41
Market Trend - Decentralized Physical AI (DePAI)/Robotics 的社交媒体参与度正在上升,表明外部兴趣可能正在增加 [1] - DePAI 的市值(375 million 美元)仅占 Decentralized AI (DeAI) 的 1%,这是一个不对称的赌注 [1] Investment Opportunity - 行业建议关注 Decentralized Physical AI (DePAI)/Robotics 领域 [1]
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s4mmy· 2025-09-14 14:41
Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...
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s4mmy· 2025-09-14 14:34
Financial Performance - PUMP's revenue engine has driven its FDV above $8 billion [1] Market Dynamics - PUMP's streaming virality contributes to its revenue engine [1] - The industry should pay attention to AI-backed revenue generation [1] - Building a traditional business & integrating buybacks would work [1]
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s4mmy· 2025-09-14 14:28
Link to article: https://t.co/JaJpnnvv1Q ...