Group 1 - SoftBank Group and NVIDIA are negotiating to lead a funding round of over $1 billion for Skild AI, valuing the company at approximately $14 billion [1] - Skild AI, founded nearly three years ago, had a previous valuation of $4.7 billion after raising $500 million in May, led by SoftBank with participation from LG Technology Ventures, Samsung, and NVIDIA [3] - Skild AI focuses on developing a robot-agnostic foundational model that can be customized for different types of robots and applications, rather than creating proprietary hardware [3] Group 2 - Skild AI released its universal robot model "Skild Brain" in July, showcasing capabilities such as picking up utensils and navigating stairs [3] - The interest in AI robotics is increasing, with another company, Physical Intelligence, recently completing a $600 million funding round, valuing it at $5.6 billion [4] - In September, humanoid robot company Figure completed a funding round exceeding $1 billion, achieving a valuation of $39 billion [4]

RWA Adoption - Figure's 19+ billion USD home-equity platform launched an RWA Consortium with Chainlink as its official oracle infrastructure [1] Cross-Chain Expansion - HastraFi's PRIME is expanding to Solana via CCIP [1] Data Integration - Kamino's PRIME vaults are powered by sub-second data from Data Streams [1]

RWA Integration - Kamino integrates PRIME, a significant Real World Asset (RWA) on Solana [1] - PRIME is developed by Figure and issued by HastraFi [1] Investment Opportunity - PRIME offers real-estate-secured yield up to 8% APY [1]

RWA Integration - Kamino integrates PRIME, a significant Real World Asset (RWA) on Solana [1] - PRIME, developed by Figure and issued by HastraFi, offers real-estate-secured yield up to 8% APY [1] Key Players - Figure and HastraFi are involved in the development and issuance of PRIME [1] Platform - PRIME is live on Kamino [1]

Partnerships & Integrations - Figure's $19 Billion+ home-equity platform launched an RWA Consortium with Chainlink as its official oracle infrastructure [1] - HashraFi's PRIME is expanding to Solana via CCIP [1] - Kamino's PRIME vaults are powered by sub-second data from Data Streams [1]

RT Figure (@Figure)Today, we’re announcing the RWA Consortium, led by Figure and key crypto partners, to bring real-world yield to @Solana.We’re setting a new standard for cross-chain RWA collaboration.This marks the first time Figure’s $1B+/month in on-chain loan originations becomes accessible to everyday DeFi users on Solana. ...

RT Mike Cagney (@mcagney)When we started @Figure, I was trying to get banks to originate loans on public blockchain. No one wanted to go first. So we built @provenancefdn, made it public and decentralized, and starting originating our own mortgages on chain.The goal was always to ultimately bring these assets to DeFi. Skip the Goldman warehouse and go directly to sources of capital, with a liquid asset as collateral. The disintermediation promise of public blockchain.@HastraFi is a big step forward here. Pa ...

Core Viewpoint - The competition in the humanoid robot sector is intensifying, highlighted by recent developments from Tesla and Figure, with significant government interest in accelerating the industry's growth [8][10]. Group 1: Industry Developments - Tesla's Optimus robot recently showcased its running capabilities, achieving a speed of approximately 2.5-3 meters per second, which is close to a human jogging pace [10]. - Figure's F.03 humanoid robot also demonstrated its running abilities, indicating advancements in robotic control and neural network technology [8]. - The U.S. government is considering an executive order to promote the robotics industry, with the Department of Transportation planning to establish a robotics working group by the end of the year [10]. Group 2: Market Response - Following news of advancements in humanoid robotics, several stocks in the A-share robotics industry surged, with companies like Haichang New Materials and Hwa Wo股份 reaching their daily limit up [10][11]. - The humanoid robotics sector is experiencing rapid growth, with the industry projected to reach a market size of 100 billion yuan by 2030, growing at an annual rate exceeding 50% [11][12]. Group 3: Technological Innovations - Recent releases include the T800 humanoid robot from Zhongqing Robotics, featuring advanced joint modules and capabilities surpassing 90% of adult males [12]. - Xiaopeng Motors has also introduced a new humanoid robot, IRON, designed with biomimetic features and flexible skin, addressing previous criticisms regarding its realism [12]. Group 4: Industry Landscape - The humanoid robot industry in China has over 150 companies, with many being startups or cross-industry entrants, indicating a crowded market that may face challenges such as product redundancy and compressed R&D space [14]. - Analysts suggest focusing on leading companies in the sector, such as Tesla and Yushu, as the market consolidates around key players [14].

RT Mike Cagney (@mcagney)When we started @Figure, I was trying to get banks to originate loans on public blockchain. No one wanted to go first. So we built @provenancefdn, made it public and decentralized, and starting originating our own mortgages on chain.The goal was always to ultimately bring these assets to DeFi. Skip the Goldman warehouse and go directly to sources of capital, with a liquid asset as collateral. The disintermediation promise of public blockchain.@HastraFi is a big step forward here. Pa ...

RT Mike Cagney (@mcagney)Isn't it better to earn staking yield backed by US mortgages than through some algorithm you don't understand? @HastraFi is changing the game for yield on @solana using @Figure assets on @provenancefdn. ...