biondo

occasional frontrunner, patience is 🔑

bullish on $CODEC

[biondo @asapbiondo]

@UnitreeRobotics priced its Shanghai IPO at $9B. Hyperliquid traders are pricing it at $40B. Thats over a 4x premium via pre-IPO perps that hit $97 today.

That's crypto natives front-running the debut before it even trades on Shanghai's STAR Market.

So if you look at the big picture you realize: the Unitree IPO could be the start to a serious "robotics szn" in the crypto space.

Hardware legitimacy is here, priced both on Shanghai and on-chain via HIP-3 perps.

Next Rotation: the infra underneath the robots.

This is where two names in the crypto space have to be mentioned:

🔹 solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump sim-to-real training + decentralized compute for any robot. 2.8M+ inference calls, 1,200+ compute nodes live. Partnered with @peaq, @Pumpfun and @solana.

🔹 base:0x407a5fb66cb1b3d50004f7091c08a27b42ba6d6f Fabric Protocol - machine-to-machine payments/identity layer, +30% this week to $107M cap, listed on KuCoin.

If the Unitree IPO genuinely kicks off a robotics rotation in crypto, solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump is positioned as one of the few tokens actually tied to working robotics infrastructure rather than pure narrative — 2.8M+ inference calls and 1,200+ live compute nodes are real usage, not just a pitch.

Worth watching whether @codecopenflow sees a listing upgrade, volume spike, or new partnership announcement in the days following Unitree's actual STAR Market debut, that's usually the real trigger for narrative driven microcaps, not the IPO news itself.

Read @zerokn0wledge_ `s original post.

[zerokn0wledge.hl 🪬✨ @zerokn0wledge_]

We’re about to see a generational bullrun.

The vertical?

Robotics.

The rationale behind my three main bets:

1 ) The Ignition Bet

With $UNITREE IPO 5,526x oversubscribed, and almost 10m orders submitted from individual investors, the retail hype is undeniable. On Hyperliquid’s HIP-3 markets, which are the prime venue for pre-IPO price discovery and hence the best IPO oracle expectations are clear too. At $87 (vs. ~$22 IPO price), the market expects this thing to rip upwards on listing day. Wrote about this in more detail here: https://t.co/8Y1xzSCnNd.

Since I started scaling in at $80, I’ve added quite significantly the past two days, to be ready for the listing early next week. Not sure what the ceiling will be, but the Shanghai Stock Exchange’s STAR board (basically Chinese Nasdaq), doesn’t have a price cap during the first 5 days. Looking at subscription metrics and considering that this is the first major robotics pure play to go public, this could be an explosive opening. But it's also worth noting still that the IPO values Unitree at 219x 2025 earnings and 36x sales (which is already not too conservative), and no Western retail investor can legally buy 688836 directly. However, it is available to trade on HIP-3 markets by @tradexyz and @tradeparagon.

The valuation of around $35B USD currently implied on Hyperliquid puts Unitree roughly on par with its main US comp (Figure AI valued at $39B post-money in its last funding round in September 2025). But while that valuation makes sense as an initial reference number, we all know how fast innovation cycles and repricings in these tech verticals go. So imo fair to assume that this valuation is already stale, and even more so that Chinese retail won’t care about it when their bluechip robotics play goes live publicly.

I’m positioned.

2 ) The Equity Beta

Looking at other US robotics companies and their private market valuations, most still sit far below Figure and Unitree. Hyundai bought Softbank’s 10% stake on their Boston Dynamic’s exit at an implied valuation of $3.4B (predetermined put option price from a 2021 agreement tho), while Korean brokerages estimated valuations of up to $20B on the Atlas hype post-CES in March 2026, and Bloomberg coverage citing numbers of up to $100B. Meanwhile, Apptronik raised $520M from Google, Mercedes-Benz, B Capital and new investors, bringing the Series A to $935M total at a ~$5.3B post-money valuation in February 2026, and 1X (after a 2024 round at $820m valuation), has reportedly been seeking up to $1B at $10B+ in recent months. Smaller players like Standard Bots ($1B post-money in June 2026 series C) or Dyna (>$600m valuation $120m series A in September 2025) still sit significantly lower.

The problem is that getting access to these private market titles is almost impossible for most of us.

But wait, is it really?

There might be a loophole if you’re looking for broader exposure and it’s called $BOT (Robostrategy Inc.), which is a publicly listed (Nasdaq) company that isn’t actually an operating business. It’s a closed end fund holding equity in 14 private robotics and embodied AI companies, including the above-mentioned Figure AI, Apptronik, Standard Bots and Dyna, as well as Dexmate Path Robotics and others.

Yet, there is a catch, and it’s what you’re paying for the exposure. NAV (aka net asset value, which is determined on monthly basis by Roboadvisory) was $10.51/share on June 30th. The stock is trading around $30. That means you’re paying roughly 2.9x the value the fund assigns to its own book. Plus, the concentration around Standard Bots (35%) means that this is by no means a "Figure" proxy, with the latter only making up 15% of the fund (means a dollar in $BOT buys about 5 cents of Figure exposure.

Whether that makes sense or not, ultimately depends on you’re expectations for where this industry vertical and its valuations are heading. Unitree’s public SSE debut might be a first indicator.

For me personally, the bet makes sense, and there is a HIP-3 market by @tradexyz on Hyperliquid.

I’m positioned.

3 ) The Crypto Play

This is where it gets REALLY interesting for risk-seeking chads, bc imo there is one heavily undervalued play out there that is shipping real tech, innovating rapidly, and that has survived through one of the toughest years our industry has seen to date (see my post on the great shakeout here: https://t.co/hlYAtdXdNm), while building in public all along.

Meet @codecopenflow, aka the first team to build out the full stack to simulate, train, deploy and fund robots under one roof.

I won’t make this too extensive as it warrants its own separate writeup, but let me quickly go over the key points:

Robotics teams are still spending more time wiring tools together than building actual hardware/robots. They buy simulation capabilities from one vendor, compute from another, runtime from a third, and so on.

Meanwhile, robotics datasets on HuggingFace have 10x’d over the last year, but most teams lack the tooling to properly use them.

$CODEC fixes both.

Their “SimArena” (simulation tooling) allows anyone to literally just describe a scene, drop in a robot, and watch it move with options for subsequent export to MuJoCo or Isaac Sim when you're ready to scale. Basically vibe-coding for robotics.

This means all you need is one engineer, a browser, and a cheap arm (costs a few hundred dollars nowadays), and you can do what took a fully funded team just 1-2 years ago. Build the scene, collect demos, train a policy and watch it run.

That levels the playing field, allowing any student, indie builder, lab, or startup to start at the same entry point.

But the stack doesn’t end there:

Through their compute layer “Fabric", they also provide serverless GPU compute for simulation, training, and inference at an easily accessible and efficient pay per second cost model. Fabric routes btwn cloud and edge based on what the task needs, and how fast the robot needs to react.

Meanwhile “OPTR” is their runtime that connects the robots to the cloud. A vision-language-action (VLA) loop that runs on your chip, allowing the same operator to work on a desktop arm or a humanoid, and that can be plugged into existing ROS stacks.

With “The Foundry”, an accelerator built to get Physical AI / Robotics founders from a working prototype to a shipped product, they’ve recently entered the next stage of their journey, and @machinedotfun (built together with @peaq) could be the breakout moment. Expecting more infos to drop soon.

But back to the $CODEC play: At ~$3m FDV (lower circulating btw) and with a year of supply distribution after it’s community-centric launch on @pumpfun (no VC rounds etc), the token looks cheap.

While initial launch hype pushed it up to ~$35m, it has retraced >90% from the highs amid a tough market since then, but (unlike many others) the team is still here, is still shipping, and even accelerating, right as we head towards the first major robotics IPO in history.

I’m positioned.

You too anon?

[RH OTC @rhchainotc]

Ever remember the company but completely blank on the ticker?

Type the company name into RHOTC and jump straight to the market you were looking for.

What stock do you search for most often?

[Calculated (Revenant季) @0xCalculated]

he deploy it using this wallet, 43 smarts followers on x0xe54245838c7f6af1281c0371a5edf37e4b93b3b9

[Coinesper @coinesper]

The agentic future demands trust.

$BROW | Another major partnership secured with Sibyl Labs.

Sibyl Labs is building trust infrastructure for AI agents.

A strong fit with Eyebrow, which is building the integrity and security layer for what AI agents install and run.

And I hear there’s another big partnership being cooked. 👀

Expect to see these guys at $ 10M+ MC among the leading $PONS ecosystem projects.

[CHIT @usechit]

While you watch this space, our tech is revolutionary to say the least

Just $CHIT it

[biondo @asapbiondo]

@himgajria $ELONGATE 0xd708a864e7613ba6732f06975516110ab684cfc9

[biondo @asapbiondo]

@USronaldcarter Me

[基本无害 @0xHarmless]

Can someone tell me why u guys choose the LONG one that gives fees to dev, not the PONS one that divides fees to holders?

I am so confused, brooooooo

PONS
0xd708a864e7613ba6732f06975516110ab684cfc9
LONG
0xa9d63206b3e9630b567068fdb6dd88a24e5c1e18

[BLUGATI @blugati]

There are 2 $elongate tokens

The one from @ponsdotfamily has reward to holders

The other one just sends fees to dev who isnt doing anything

Community vs dev

0xd708a864e7613ba6732f06975516110ab684cfc9

[biondo @asapbiondo]

$ELONGATE 0xd708a864e7613ba6732f06975516110ab684cfc9

[John @CryptoGodJohn]

Elon gate

[biondo @asapbiondo]

@CryptoGodJohn $ELONGATE 0xd708a864e7613ba6732f06975516110ab684cfc9

[biondo @asapbiondo]

@mobislixk @elonmusk $ELONGATE 0xd708a864e7613ba6732f06975516110ab684cfc9

[DegenCapitalLLC @DegenCapitalLLC]

These are direct tweets from neuralink patients controlling this X account.

Elon musk's girlfriend @shivon just posted about this and added the x account to her bio

$Slink

This could get Elon involvement too

0xfa89ed9d12bf74add8253ddfaa426c4d8a0fa603

[biondo @asapbiondo]

@CryptoExpert101 @virtuals_io @orbiteditor Look at that one 0x5e8de09890d1ada7071977ef306d7cf85b1f29a7

[biondo @asapbiondo]

@0xCalculated Great call aped to small tho

[biondo @asapbiondo]

@TakeshisReturn @rhchainotc 👀

[CodecFlow @codecopenflow]

A tracker can follow a ball perfectly, then meet it as a stranger the second a cup covers it.

Object permanence isn't free. Classic trackers bolt it on. World models and VLAs learn it.

[RH OTC @rhchainotc]

Announcing three-market comparison on RHOTC.

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Less tab switching. More market context.

[狗头军师💢💢💢(超过20k我不接盘) @Anbzydd520]

0x5d8c7212a3d5d2c22d3849a7a7918c6a61c31961

罗宾汉就是新华尔街 $ROBINHOOD

[biondo @asapbiondo]

@CryptoExpert101 @jaswalmaxxx6 dex paid