Several non-technical views on Robotics: - The crypto space rarely seizes narratives from outside the circle, with stablecoins and coin stocks being rare exceptions. Most rely on hype from outside the circle being transferred inside, from the IO and Aethir mining wave to agent summer, it has been the same. - The bubble around humanoid robots is quite large, supported domestically by school-enterprise co-creation and targeted procurement, while abroad it relies on cooperation with traditional manufacturers and Musk's endorsements. - The capitalization process of leading companies is accelerating, with Zhiyuan Robotics acquiring A-share shells, Yushu already filing for an IPO, and KraneShares' humanoid robot ETF ringing the bell on NASDAQ. The end of this year is a critical time point. - As Multicoin's GP @KyleSamani said, "Depin can help robotics companies transfer risk from the balance sheets of development companies to global robotics professionals and production consumers." Helping robotics companies ship globally and assisting large model companies in consuming tokens globally are significant roles of the crypto space. - If the decline in material costs and the increase in yield are fast enough, a single unit price entering the $150,000 range will be acceptable for miners. - Back in the day, @pudgypenguins sold toys with coins, using toys and IP to tell the story of mass adoption; now this will be repeated with robots. Each generation has its own helium mining machine, and each generation has its own Pop Mart. That's all. I will write about technology and related targets in the next article. Before begging in the crypto space, I was also a smelly solder board worker, doing sim2real in a simulation environment. Regardless, before seeing the momentum of a second growth curve, I will strive to identify and join the scams. Come back in six months to dig up this article and see.