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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
The entire crypto robotics market cap is just 12% of the Pump Fun market cap.If you think PUMP is undervalued at $3bn ($8.7bn FDV) what price point do you think crypto robotics should trade? https://t.co/KkNRHl3f9Js4mmy (@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 16:23
To be clear I still think we are early to the Robotics trade.If you’ve seen how badly some of them move, it’s borderline laughable.However, as AI improves so will their co-ordination and functionality.Once we have robots doing chores in homes at competitive price points there will be a surge in retail interest.We aren’t far off; you can pick up a “half decent” humanoid robot for $10k. Still too expensive for your everyday household, but not eye watering.What does this mean for Decentralized Physical AI (“De ...
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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 ...