Addicted

God's Plan - Advising @the_small_thing

[Addicted @Just2Addicted]

@px_721 /ilikehowuthink

[Addicted @Just2Addicted]

No thesis needed - @thenarrator already did the job.

I'd be very surprised if $gSpeed doesn't run over $5–10M mc in the coming days or weeks.

The biggest influencer of all time? Speed.
The biggest event in the world? The World Cup.

Wanna bid both? $gSpeed coded

[good @thenarrator]

https://t.co/T8knP7plY8

[Addicted @Just2Addicted]

@djedjex Insane article

This is a must read to understand Small Thing’s vision

[Addicted @Just2Addicted]

@Saint_pablo123 And I would call this very mid Europe tbh

[Addicted @Just2Addicted]

@RowdyCrypto Can only agree with you brotha

See y’all higher

[Addicted @Just2Addicted]

@Tanaka_L2 Add @the_small_thing to the robotics part and we're aligned

[Addicted @Just2Addicted]

@EmpulserTech ROBOT SEASONNNNNN'S COMINGG

[Addicted @Just2Addicted]

@0xdetweiler People sold more than they bought

[Addicted @Just2Addicted]

@SuperteamAE @unmoyai @codecopenflow Mo getting hotter month after month

[Addicted @Just2Addicted]

@spyzer @virtuals_io Matter of time

Inference for AI ? @ravenspecorg for robotics

[Addicted @Just2Addicted]

The new product shipped by Small Thing's team is actually insane.

Think of it as the @virtuals_io ACP of robotics.

Quick explanation:

Right now, there's no reliable way to prove what a robot actually did. Data can be manipulated, records can be altered, and there is no universal audit layer for autonomous machines.

Raven (@ravenspecorg) solves this by creating cryptographic, tamper-evident proof of every action a robot takes.

A huge step for robotics. And once again, the Small Thing team has proven how far ahead they are.

Big month ahead. $ST coded

[Small Thing @the_small_thing]

Autonomous robots take real-world actions every day, with no standard way to prove what they actually did.

RAVEN changes that: cryptographic, tamper-evident proof from any autonomous machine.

[Addicted @Just2Addicted]

@0xx_Hammy Proud of u brother

Hasn't started

[Addicted @Just2Addicted]

@spyzer @EmpulserTech I like holding solana:9XWWHExgN4yvyLRskzzfcr5AcBaqQ6UtwcDSVpUBsoar a lot

[Addicted @Just2Addicted]

@DAI_WorldCup $DAI DAI

[Addicted @Just2Addicted]

@DAI_WorldCup Higher

[Addicted @Just2Addicted]

@alpinestar17 Bro just get some more alcohol and chill

[Addicted @Just2Addicted]

@EitherwayAI @Alchemy Congrats !

[spyzer @spyzer]

I’m 100% sure all attention will flow to Robotics soon, once the first mainstream success case plays out

Just as ChatGPT going viral gave us the AI szn where people made millions, I believe the first mass produced humanoid or similar event will give us a Robotics one

Onchain wise, it’s probably smart to start positioning yourself now already / do research into the whole sector

Before we go into what current plays I like, I want to mention this

Robotics and crypto are two industries that find harder friction vs AI<>Crypto

During AI meta there were a lot of teams building AI (slop) tek which all sounded very promising yet took little effort. The trenches didn’t know what the possibilities (ceilings) were, so we bidded literal slop to hundreds of millions. Crypto loves speculation

Robotics will be similar, but you won’t be bidding a pure hardware Robotics company— why?

- Robotics (pure hardware company) is very, very expensive, 50–100M of funding is usually necessary to start building,
- Salaries in this industry are insanely high. I would say a very good dev gets paid at least $200–300K yearly, while the crypto industry is willing to pay a maximum of $70–80K, so there’s that conflict of incentives
- Retention time is very low. Shipping takes years, most startups fail, and unfortunately failure isn’t something Web3 wants to hear (disillusioned industry)

So, once the narrative takes off, there will be a lot of teams coming out with solutions FOR pure Robotics companies (identity, machine-to-machine payments, compute, data marketplaces, shared world models , autonomous Robot DAO’s, ..,) and it’ll be mostly slop.

But there’s a few gems like this onchain already that aren’t slop + even hardware ones!! These are plays you should DCA for mid term atleast- don’t buy if you plan to sell tomorrow. That’s not the type of trade this is

I’ve got 4 favourites atm— let me know if you guys have others 🙏 I want to be exposed as much as possible to Robotics onchain
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> $CPT // @EmpulserTech
ICM (ownership) coin, US defence company developing contactless power transfer solutions + Robitics-IoT -Drones, .. founded by Patrick Tsang, who has an incredible track record

Currently trades at 15M projected company valuation
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> $ST // @the_small_thing

Building autonomous physical robots that clean the oceans. Officially backed by Marseille (big city in France). They are being adviced by people elite in their respective field. 780K mcap- chart seems bottomed.
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> $CODEC // @codecopenflow

Codec is building Vercel for robotics which aims to make robot development as simple as software development. Since receiving $250K in funding via their @Pumpfun hackathon win, the team has shipped a first of its kind simulation application and is considering an ACE round to propel their seed cap valuation.

They just dropped SimArena, and it’s built by contributors to Huggingface’s LeRobot, one of the most respected open source projects in Robotics.

3.2M mcap
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> $DEUS // @xmaquina

DAO-governed token that provides exposure to a treasury invested in private Robotics and Physical AI companies such as Figure AI, 1X, and Apptronik. Token holders can vote on investment decisions. A portion of profits from successful exits is used for buybacks.

Currently 21.2M mcap.
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If you guys have any more Robotics projects for me to dig into, please share below and why you’re bullish on them.

Thank you

[Addicted @Just2Addicted]

@spyzer Can only agree with you, solana:7JoGUTeaXkjcMGa6xJP2idYNYiLreto1WnsACHnpw3Gd will most likely lead the overall sentiment of the trend

Positioned in $ST and solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump

Once the market gets educated we moon

[Addicted @Just2Addicted]

@0x2569 @fecktk @TheContentForge New ATH this week 😮‍💨