The world’s largest camera infrastructure for mapping, autonomous driving, and physical AI. Powered by @Solana.
Joined April 2022
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NATIX Network retweeted
Another DePIN working with another AI lab, serving them data they couldn't get anywhere else.
what people don't take into account: the hardest part is actually getting in the door with these labs and meeting their quality requirements. but once you're signed, you become an endless client relationship with practically infinite demand / revenue.
how much longer are you going to ignore that the most undervalued projects in the entire space are sitting right here?
NEW AI CUSTOMER BUYS 3,000 HOURS OF NATIX DRIVING DATA 🚗
We've signed a six-figure deal with an AI lab pioneering general world models. Real demand for DePIN on @solana.
Not a research collab. Not a free dataset. A paying customer.
NATIX Network retweeted
Top Gainer AI Tokens on Solana in the Last 30 Days
🔸ROUTER - @SolRouterAI
🔸NAVE - @NaveDotFinance
🔸JTVO - @JatevoId
🔸ELIZAOS - @ElizaEcoFund
🔸IDLE - @IdleProtocol
🔸CODEC - @codecopenflow
🔸NOS - @nosana_ai
🔸GRASS - @grass
🔸NATIX - @NATIXNetwork
🔸ACE - @acedatacloud
NATIX Network retweeted
Unpopular opinion:
Former DePINs might be some of the most undervalued AI plays right now.
Yes, DePIN had a lot of issues, and hence a very underwhelming token performance. The negative association is definitely understandable.
But what most people don't realize is that thanks to those token incentives, most of these projects are now sitting on incredible data pools. Exactly the kind of data pools the biggest frontier AI labs have insatiable demand for, since data is their single biggest bottleneck in winning the most important tech race humanity has ever seen.
Just to name a few:
@silencioNetwork - $SLC
@OVRtheReality - $OVR
@NATIXNetwork - $NATIX
@grass - $GRASS
And probably a bunch of exciting ones I don't even have on my radar yet (if so, please DM).
I know in fact that these are already working with leading AI labs or well-known big tech companies as actual paying clients, generating serious offchain revenue. More than most of your favorite shitcoins do. And if you do your research, you'll understand that it takes time for that offchain revenue to accrue, but there's strong commitment to route it back to their tokens.
I know it's hard, but instead of chasing memecoins or bidding the same 5 hyped onchain businesses everyone already knows, I can only strongly recommend digging deeper here.
Generational opportunities to be found in DePIN, or whatever you might want to call it nowadays.
NATIX Network retweeted
NEW: @NATIXNetwork says VATIX, its new open-source world model for driving video generation, is the first major result of its collaboration with Valeo. The project draws on 5,500 hours of real-world driving data.
xitter.cf/NATIXNetwork/status/20…
How far can 5,500 hours of real-world driving data take you?
All the way to VATIX, a new open-source, state-of-the-art world model for driving video generation. 🚗
The first major result from the NATIX × @Valeo_Group collaboration is here!
NATIX Network retweeted
NATIX Edge Case Spotlight 👷
Physical AI doesn't just need to read the road. It needs to adapt.
Construction reshapes the lane: oncoming risk, no lines to follow. The model has to figure it out in real time.
Another great clip extracted from our network via an advanced VLM.
NATIX Network retweeted
► TAO's Subnets For The Robotics Era
everyone on CT is talking about $TAO but almost nobody is paying attention to the part of the TAO eco that actually touches the physical world.
that's the TAO subnets shipping the robotics era. I've named them here 👇🏻
1/ @kinitroai | SN26: generalist robot policy training
researchers compete to submit policies evaluated across arm manipulation and Unitree G1 humanoid locomotion. only policies that generalize across all environments earn emissions, specialists get penalized.
2/ @SwarmSubnet | SN124: autonomous drone flight
miners submit RL policies, validators test in physics simulator. completed first autonomous mountain drone flight 100 days post-launch. goal: 10,000 drones deployed.
3/ @NATIXNetwork | SN72: real-world perception data for physical AI.
ingests street imagery from smartphones + dashcams, miners train detection models, best models feed back into NATIX's live edge network. backed by Yuma (DCG).
4/ @Loosh_ai | SN78: cognitive layer for robots
persistent memory, ethical judgment, emotional intelligence. EEG model hitting ~70% accuracy on emotional state prediction. Yuma Subnet Accelerator incubatee.
5/ @nepher_robotics | SN49: decentralized robotics-tournament subnet.
Miners upload policies; validators run them in NVIDIA Isaac Lab sims. Winner-takes-all weight split.
---
Subnets that supporting the #Robotic stack:
6/ @404gen_ | SN17: text-to-3D generation. 21.5M open-source 3D models on Hugging Face. feeds robot simulation + digital twin pipelines.
7/ ChipForge @TatsuEcosystem | SN84: decentralized chip design. building Edge AI accelerators + NPUs - the silicon profile robots actually need.
most people sleep on this because robotics feels abstract and far away, but as I said, robotics is the next after #AI rally! the market hasn't priced this in yet.
NATIX Network retweeted
NATIX Edge Case Spotlight 🛑
Physical AI doesn't just need to move. It needs to know when to wait.
A vehicle blocking the lane. No special signal, just context.
Extracted from our network via an advanced VLM. This is what the long tail is all about.
NATIX Network retweeted
1/ @Solana DePIN protocols generated $2.4M in Feb 2026.
Wireless protocols data offloading hit a new ATH at 37k TB, up 12% from Jan. @helium_mobile held revenue > $2M for a second straight month. @XNET_Mobile surpassed 100TB of offload for the first time.
Full breakdown 🧵👇
NATIX Network retweeted
Tesla drivers in Switzerland 🇨🇭
Help build the future of autonomous driving.
Free VX360 + earn while you drive.
Limited spots!
Comment below if you’re in or DM me.
NATIX Network retweeted
Imagine a "Google Search" for the Real World.
We’ve spent years teaching computers to understand text and internet memes,
but they’re still surprisingly bad at understanding a busy street corner in the rain.
Most self-driving systems are trained on perfect data.
But the real world is messy, unpredictable, and full of moments that a simulation just can’t cover.
That’s why @NATIXNetwork and Nomadic ML partnership is such a big deal.
$NATIX has a large fleet of everyday drivers, from Tesla owners to people using their phones to capture millions of miles of global 360° video.
That’s a goldmine of information, but until now, it was like having a library with no catalog.
By bringing in Nomadic ML, they are building the search engine for physical reality.
Instead of engineers spending months manually watching clips to find a specific event,
like a car avoiding a pothole in a snowstorm; they can now just type it in and find it in seconds.
Because the data comes from real people in 170+ countries,
the systems learn how traffic works in Jakarta, Berlin, and New York simultaneously.
More so, they aren't just teaching cars to see a stop sign;
they’re teaching them to understand why a pedestrian might step into the road before it even happens.
What they’re building is the groundwork for a world where robots and cars can analyze their surroundings.
We’ve seen what happens when digital brains get access to the whole internet, for instance, ChatGPT.
Now, $NATIX and Nomadic ML are giving that same scale of information to the physical world.
If they pull this off, the driverless future moves out of the lab and finally hits the streets we drive on every day.
NATIX Network retweeted
If you’ve been in crypto long enough, you’ve seen this movie before.
Even a relatively stable Bitcoin is down ~50% from its highs.
Veterans know volatility is part of this industry.
This is not a race. It’s a marathon.
NATIX remains well-funded and well-backed. Nothing about our roadmap or execution has changed. Bear markets don’t slow builders. They filter.
In the coming weeks, we’ll share more progress on how our multi-camera real-world data for Physical AI is being monetized.
We’re confident in our long-term goals. We keep building, regardless of weather.
NATIX Network retweeted
NATIX Edge Case Spotlight 🌧️
Autonomy isn’t tested on clear days, it’s tested when visibility breaks down.
Exactly like this clip, extracted from our database via an advanced VLM.
This is why real-world 360° data matters, capturing the environment as it actually looks like.
NATIX Network retweeted
It’s always great to connect with the NATIX community, especially with how much progress we’ve made lately.
I can't stress how bullish I am on World Models as a major use case for NATIX data, and I shared some insights on where we’re heading next. 👇
xitter.cf/i/broadcasts/1mrxmBkLo…
NATIX Network retweeted
The question isn’t “why are you walking alone?”
It’s “why are you still standing still?”
Comfort is for tourists. The climb is for builders. See you at the summit.
Here's everything we remember that happened:
📰 Headline News
- @OndoFinance launched Global Markets on Solana bringing 200+ tokenized TradFi assets onchain
- @BitGo IPO debuted on Solana in near real-time via Ondo Global Markets
- @coinbase completed integration of Solana in its app, enabling trading of millions of tokens
📰 Launches
- @kamino added USD1 support for lending and borrowing
- @FunctionBTC’s FBTC unlocked Solana DeFi for Bitcoin holders
- @orogoldapp debuted @trygrail API for building gold-backed products
- @etherfuse launched KTB Stablebonds with Shinhan Securities to bring Korean government bonds onchain
- @solflare introduced Benefits for discovering airdrops and perks based on wallet activity
- @mtndao returns to Salt Lake City next week
- @WIDITDOTFUN unveiled WIDI, a real-time prediction hub powered by @Kalshi and @dflow
- @nansen_ai’s added Solana analytics to its free plan
- @solanamobile and @JoinFightID tokens went live
- @pumpdotfun announced Pump Fund and a $3M Build in Public Hackathon
- @moonbirds announced its upcoming TGE
- @Backpack wallet enabled 0% fee swaps and bridging
- @NetrunnerTax launched a free tier for Solana taxes supporting up to 30K txs
- @TryNoahAI kicked off a Vibe Coding sprint for anyone to ship Solana apps
- @bonkfun launched Winners Arc with $200k weekly rewards for top traders on @AxiomExchange
- @xplaceapp went live on the App Store and Play Store
- @sns shipped revamped marketplace and explore page
- @NATIXNetwork partnered with @Valeo_Group to build open-source World Foundation Models
- @doodles rolled Solana integration in the Stoodio
- @islanddao opened fundraising for IslandCapital, a closed-end investment fund
- @SolanaConf revamps Accelerate into curated, free events for qualified builders, starting with Hong Kong edition
📰 Milestones
- @TrojanOnSolana web terminal hit 100k+ users within its first week of launch
- @kamino’s PRIME Market, powered by @HastraFi, hit $350M in Market Size
- @PreStocks volume has surpassed $100M
If you enjoyed this week’s newsletter, please share it with an RT.
What news did we miss? Drop it in the replies.
h/t to @Groowut for the artwork
NATIX Network retweeted
Top 10 Gainers Tokens on Solana in the Last 7 Days 📈
➡️ $HACHI - @HachikoS0L
➡️ UMBRA - @UmbraPrivacy
➡️ CPT - @EmpulserTech
➡️ U1 - @Umbrae_Ignis
➡️ USOR - @USORProject
➡️ NATIX - @NATIXNetwork
➡️ GHOST- @GhostWareOS
➡️ PYBOBO - @Capybobo_io
➡️ 索拉拉 - @suolalax
➡️ UFD - @BasementRon
Solana RWA TVL has surpassed $1B+, up +140% YoY 🔥
Here’s a snapshot of the RWA ecosystem on Solana 👇
Will #RWA lead Solana’s growth in 2026?
🔸Treasuries/T-Bills:
@OndoFinance
@OpenEden_X
@HastraFi
@Theo_Network
@SuperstateInc
@etherfuse
🔸Private Credit:
@maplefinance
@TrueFiDAO
🔸Real Estate:
@Parcl
@onrefinance
🔸Equities/Funds:
@RemoraMarkets
@Securitize
@xStocksFi
@MANSORYofficial
🔸Infrastructure:
@PythNetwork
@wormhole
NATIX Network retweeted
Proud to see our portfolio companies continue to make strong progress contributing to the age of Physical AI.
Shout out to @NATIXNetwork on their strategic partnership with Valeo Group, a multi-billion dollar company, to build an open-source World Foundation Model.
World Foundation Models (WFM) are the future of Physical AI, and we believe this future should be open-sourced.
We are partnering with @Valeo_Group to build one of the largest open-source, multi-camera WFMs — redefining how Physical AI interacts with the real world.
NATIX Network retweeted
Cameras can help improve AI models. gamesbeat.com/valeo-and-nati…
NATIX Network retweeted
Open world foundation models need open coordination
DePIN on Solana 🔥
World Foundation Models (WFM) are the future of Physical AI, and we believe this future should be open-sourced.
We are partnering with @Valeo_Group to build one of the largest open-source, multi-camera WFMs — redefining how Physical AI interacts with the real world.
NATIX Network retweeted
Subnet 72 (powered by @NATIXNetwork) just announced a partnership with @Valeo_Group to build one of the largest camera world foundation models
The TAO network is becoming a gold mine of economic and AI activity
World Foundation Models (WFM) are the future of Physical AI, and we believe this future should be open-sourced.
We are partnering with @Valeo_Group to build one of the largest open-source, multi-camera WFMs — redefining how Physical AI interacts with the real world.