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]