★ Invest in fear sell in greed ♚ ★ DYOR
Mars
Joined August 2022
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Benjamin Banks ⚡︎ retweeted
An agent can hold three books open at once. Getting the fourth is a payments problem.
The good data, APIs, and tools sit behind paywalls. x402 lets agents pay per request over HTTP 402, and PayAI Facilitator settles it, across networks.
facilitator.payai.network
Benjamin Banks ⚡︎ retweeted
Proud to have been part of the journey with @virtuals_io and @eastworlds_io since day one
From real-world robotics data to simulation and training infrastructure, we’ve always believed these pieces belong together.
The physical AI flywheel is taking shape
Been seeing a lot of questions about what Virtuals is doing in robotics and what it means for $VIRTUAL
(1) Building an agent tokenization infra. and ACP taught us something pretty simple: intelligence gets more valuable when you own the data, coordination, and economic rails around it ($$$ is a plus).
(2) Software AI got unbelievably lucky because the internet was basically sitting there as training data, while robotics has no equivalent and physical AI is only getting bigger.
(3) You can't scrape the internet for someone folding a towel with the exact joint movements, force, camera feed, and mistakes a robot needs to actually learn from.
(4) A lot of useful robotics data still has to be created one physical task, one operator, and one failure at a time.
(5) That made us realize the near-term cash cow in robotics isn't necessarily the robot itself, it's the data required to make millions of robots actually useful.
(6) Hence we built @eastworlds_io, became an official data and deployment partner of Unitree, and now operate Southeast Asia's largest Unitree fleet with 35 G1s and H2s, but what matters more is what we're actually doing with the robots.
(7) Our model is simple: deploy robots in the wild, collect what happens, and use that data to train autonomous policies for real commercial jobs.
(8) We currently have robots deployed from hotel cleaning to agriculture, with a much larger pipeline across hospitality, power, and energy.
(9) Every time a robot fails and a human takes over, that correction becomes exactly the edge-case data that is almost impossible to manufacture inside a lab.
(10) And the math is mathing: G1 teleoperation data sells for around $100 to $300 per hour, while UMI/YAM data sells for around $30 to $80 per hour.
(11) We're generating ~200 hours of teleoperation data a week, selling it to labs building on the G1, and training our own single-task policies on it for deployments we already run.
(12) We like the flywheel: Eastworlds can generate revenue from data today while building the dataset and autonomy stack that makes the entire network more valuable tomorrow.
(13) Our thesis is to build this economy vertically first, then progressively bring the capital, incentives, ownership, and payments around that economy back into $VIRTUAL.
(14) And it's important, since there is only $VIRTUAL
For a deeper dive into our progress, @Shoalresearch put together a great read below on Eastworlds, the robotics industry, and much of what we've been building toward.
Benjamin Banks ⚡︎ retweeted
Unitree’s Shanghai IPO was oversubscribed 8,288x
9.8M retail accounts chased a $900M offering.
Final odds of getting shares: 0.018%.
Retail wants exposure to robotics. This is just the start.
ROBA built the ecosystem for people to build it, not just bet on it:
- no-code development
- compute to power it
- creator Hub to monetize it.
This is just the beginning of a sector set to takeover, we’re here for every step of the way.
🚨 BREAKING:
@UnitreeRobotics is going public on Shanghai stock exchange at a $9 billion valuation.
Their IPO was oversubscribed by retail investors by 8,288 TIMES. The final lot-winning rate for retail investors: 0.018%.
Meaning for every 10,000 people who tried to buy shares, fewer than 2 got any.
And the offline institutional tranche? Oversubscribed 2,760 times.
The numbers in its prospectus are extraordinary for a robotics company:
→ Revenue up more than 4x to 1.7 billion yuan in 2025
→ Humanoid robots now the LARGEST business line, overtaking robot dogs
→ Profitable, adjusted net profit of ~600 million yuan
→ 40%+ of revenue from overseas markets
→ DeepSeek among the strategic IPO investors
Founded in 2016 by Wang Xingxing with cheap robot dogs. Now one of the world's first publicly listed humanoid robot manufacturer.
The US has imposed new restrictions on foreign-made humanoid and four-legged robots. Washington is tightening Chinese access to US technology and markets.
US sales represented 13.3% of Unitree's revenue last year, and future models could be barred from sale there entirely.
Unitree is raising $900 million to build manufacturing capacity and develop new products, while the window to sell in the world's biggest market may be closing.
The humanoid robot race and the US-China tech war are now the same story.
And more Chinese humanoid makers are already preparing their own IPOs right behind Unitree.
China is taking humanoids public. 🇨🇳
Read more here: reuters.com/world/asia-pacif…
~~
♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
Benjamin Banks ⚡︎ retweeted
ROBA has generated $2k in revenue since the launch of Compute marketplace + No-code studio
This week we will initiate the first buyback and burn of $ROBA token as per our token mechanics
This kicks off what will now be the regular schedule of buybacks and burns as per our deflationary token design
15% of revenue across all ROBA products contribute to this mechanism including:
- No code studio
- Compute marketplace
- Asset marketplace
With both ROBA No-code and Compute now live with users, this will be mark the beginning of these scheduled token burns as was planned since day one.
Each dollar generated = less $ROBA in circulation.
Benjamin Banks ⚡︎ retweeted
ROBA Compute is officially LIVE.
This isn't a feature drop. This is ROBA expanding into the AI infrastructure market - hundreds of billions in scale, and we're staking our claim.
Rent GPUs on-demand. Enterprise-grade allocation. Transparent USDC pricing. Zero hidden fees and all on-chain.
We're already in talks with enterprise clients for compute at scale.
15% of all compute revenue → straight to $ROBA buybacks & burns.
GPU capacity is limited at launch. First come, first served.
Over the next weeks we will begin accepting new compute partners to provide more power to the marketplace in addition to ROBA's own in-house GPUs and integrated robotics stack.
Platform fees are discounted for a limited time only.
The infrastructure layer powering physical AI and beyond starts here.
Benjamin Banks ⚡︎ retweeted
Our work with the Sarawak AI Centre is featured in Global Policy Journal as an example of sovereign AI in action.
The article argues that if AI becomes critical infrastructure, governments need more than access to frontier models. They need the ability to build, train, and deploy AI on their own terms.
That's what we demonstrated in Sarawak: fine-tuning the world's first Sarawak Malay language model with federated learning, running the model end-to-end on local infrastructure using consumer GPUs, while keeping both data and models under domestic control.
Sovereign AI isn't defined by the size of data centres. It's defined by who owns the process, the data, and the infrastructure.
Special thanks to @MMuddassarAhmed for highlighting this important shift.
Benjamin Banks ⚡︎ retweeted
FLock is headed to Geneva next week for a series of events convened by the @UN from 6-10 July. 🇨🇭🇺🇳
Our Founder and CEO, @0x7SUN, has been invited to attend the Global Dialogue on Artificial Intelligence Governance, established by the UN General Assembly under the Global Digital Compact. He will also be joined by our Head of EMEA, @TiffanyWang98, at the @AIforGood Global Summit and the WSIS Forum organised by @ITU.
As sovereign and responsible AI move up the global agenda, we're looking forward to sharing lessons from our work on decentralised and privacy-preserving AI, from our sovereign AI collaboration with the Sarawak government to SDG-aligned initiatives with @UNDP.
See you in Geneva.
Benjamin Banks ⚡︎ retweeted
This Week in the Virtuals Ecosystem 🟩
VIRTUALS
🟩 We integrated with @AskVenice to bring private, uncensored inference to anyone building agents on @base. We're committing $400,000 in credits across leading frontier and open-source models. Anyone can plug into EconomyOS via CLI or SDK and get free inference from day one.
🟩 We partnered with @ns (Network School) to bring the next wave of @base builders into the agent economy. Residents get EconomyOS, the full vertical agent stack, plus Venice private inference.
🟩 We hosted the first ERC-8183 Builder Session with the @ethereumfndn dAI team, alongside @BNBCHAIN, @okx, and @PRXVTai. ERC-8183 is the new Ethereum standard for agent commerce, how agents request work, pay for services, coordinate execution, and settle outcomes onchain.
🟩 We migrated our cross-chain stack to @chainlink CCIP. The upgrade strengthens cross-chain security for agents managing inference, cards, email, payments, services, commerce, and onchain value.
ECOSYSTEM
🟩 @pabloberlangab and his humanoid Pemba became the first to reach Mt. Chimborazo's summit, the closest point on Earth to the Sun. Furthermore, Pemba joins Eastworlds as a technical partner.
🟩 @bunnyo released v0.3 with a perps tab powered by @avantisfi and AI technical analysis powered by @PythNetwork. Multi-language support in English, Chinese, and Korean.
🟩 @H1DR4_agent launched Skynet Mode. The new investigation layer turns any name, wallet, phone number, or identifier into a full structured intelligence profile with entity resolution and actionable leads.
🟩 @StrikeRobot_ai published their SR-Platform paper on @arxiv. Coming in June: a free library of 10,000+ simulation-ready assets and layouts for robotics researchers and engineers, designed for MuJoCo environments at scale.
🟩 @OpenGradient launched OpenGradient Chat, a privacy-first generative AI platform. Every frontier model in one app with verifiable privacy.
🟩 @reppo launched Orquestra in beta. Users run local nodes that autonomously publish, predict, and earn from datanets 24/7. Network fees crossed 600K $REPPO cumulative, 1.5 months to 100K, then 23 days to 350K, then 10 days to 450K, then hours to 600K+.
🟩 @ArAIstotle partnered with @reppo for open prediction market analysis. Real-time feedback ingestion with analysis updates every 48 hours.
🟩 @maicrotrader released the Strategy Builder for their multi-agent trading infrastructure. Tri-modal builder with structured agent hierarchy for institutional-grade strategies.
🟩 @sibylcap launched Sibyl Memory in beta. Replaces flat agent memory files with structured retrieval, leaner context, relational queries, one source of truth per fact. Works with Hermes, Claude Code, and Codex.
🟩 @instaclaws launched ToolRouter integration with @worldnetwork. Verify your World ID and your agent instantly gets six premium tools wired in: agentic web search, cloud browser, deep research, data at scale, an email inbox, and full travel planning.
🟩 @charles__AI launched Base Smart Money Indexes powered by tokenized vaults. First lineup includes Blue Chip, Alpha, AI, Robotics, and Privacy indexes.
🟩 @717CapitalAI launching 717 Platform v1 today. Same-day KYC, USDC/USDT conversions, fiat-USD settlement across 15+ jurisdictions, fees as low as 0.04%.
Agents keep shipping.
See you next week.
Benjamin Banks ⚡︎ retweeted
Instaclaw v2 ships this week. everything changes.
every surface of the product is being rebuilt. the agent experience, the onboarding, the dashboard, the infrastructure underneath all of it. everything reimagined and upgraded based on YOUR feedback.
soon: your agent boots on a freshly baked dedicated computer in seconds. the new onboarding flow takes you from first text to talking to your agent in about 90 seconds w/ any of your preferred messaging platforms. the UI is being rebuilt to match the quality of the product underneath it.
and that's just the foundation. new features, new never-seen-before capabilities, upgraded infrastructure dropping alongside all of it. things your agent couldn't do last week that it'll be able to do by friday.
there's a lot to cover and we want each piece to get the attention it deserves, so we're rolling things out and walking through them over the rest of this week. new stuff every day. it's going to be a good week.
to the early users who have been with us since the beginning: you built this with us. every piece of feedback, every bug report, every "hey this doesn't work" message shaped what v2 is. genuinely thank you.
first one drops later. stay close and make sure post notifications are on.
Benjamin Banks ⚡︎ retweeted
When you realize all you need is 11 flips:
$500
$1K
$2K
$4K
$8K
$16K
$32K
$64K
$128K
$256K
$512K
$1.02M
$BTC IS STILL RUNNING MY SCRIPT
I mapped this out 78 days ago
Not a guess. Just the plan:
$63k ➜ $76k ✔️
$76k ➜ $65k ✔️
$65k ➜ $82k ✔️
$82k ➜ $74k ✔️
Four calls. Every single one hit EXACTLY as I said
This is what a working system looks like
The next $BTC review drops soon
Notifs on, so you don't miss it
Benjamin Banks ⚡︎ retweeted
Greg Ivanov joins SERV as key advisor.
ex-Head of Partnerships at Google, GP at 227 - early backers of Pendle, Bittensor, RNDR.
He grew Google Play into one of the largest developer ecosystems on the planet - now working with us to scale SERV Reasoning across large enterprises.
Benjamin Banks ⚡︎ retweeted
Larry Fink said the US is short on Power, Compute, and Chips.
Crypto already has 15 altcoins building for exactly that demand.
👉 COMPUTE :
$TAO : decentralized AI marketplace with 128 specialized subnets
$RENDER : GPU network for 3D rendering and AI inference
$IO : Solana aggregator pooling idle GPUs into one cloud
$AKT : H100 access at a fraction of AWS pricing
$NOS : Solana GPU grid built for indie AI devs
👉 POWER :
$POWR : peer-to-peer solar and renewable energy trading
$EWT : grid-scale energy chain used by Shell and EDF
$GLOW : solar DePIN paying verified farms in tokens
$DAY : home batteries and solar bid into wholesale markets
$SNC : p2p energy marketplace for rooftop solar surplus
👉 CHIPS :
$HNT : largest wireless DePIN, now bundling 5G on Solana
$ATH : enterprise GPU cloud serving game studios and AI labs
$IOTX : IoT chain proving real-world chip data on-chain
$HONEY : dashcam hardware network mapping global roads
$CHIP : GPU-collateralized lending financing AI infrastructure builds
BlackRock manages $11T+.
When Fink names a bottleneck, the question becomes which of these 15 actually have the capacity to absorb that flow.
👇
Benjamin Banks ⚡︎ retweeted
Every cycle has one ecosystem that gets ignored until it's too late
In 2017 it was ETH, in 2021 it was SOL, in 2026 it's $TAO
We're going to look back at TAO the same way we look back at ETH in 2016
Benjamin Banks ⚡︎ retweeted
Instaclaw is now live on @worldmoney.
every orb-verified human gets a free AI agent. no hardware, no API keys, no setup. 60 seconds.
→ your own dedicated machine running 24/7
→ persistent memory that never forgets
→ 20+ custom built skills out of the box
→ earns real money autonomously
→ chat with your agent natively in World Chat via @xmtp_
17M+ verified humans on @worldnetwork just got access to their first personal AI agent for free
peek at the mini app ↓
Benjamin Banks ⚡︎ retweeted
THE BASE 30 BLUE CHIPS
Top 5:
@Morpho $MORPHO $1.3B
@virtuals_io $505.6M
@AskVenice $VVV $427.7M
@aeroxyz $AERO $423.2M
@Chiliz $CHILIZ $420.3M
Connect the dots:
DeFi. Agents. Fan Tokens
Base alt szn loading..
ALT THE BASE 30 BLUE CHIPS Top 5: @Morpho $MORPHO $1.3B @virtuals_io $505.6M @AskVenice $VVV $427.7M @AerodromeFi $AERO $423.2M @Chiliz $CHILIZ $420.3M Connect the dots: DeFi. Agents. Fan Tokens Base alt szn loading..
Benjamin Banks ⚡︎ retweeted
Sorting through the first batch of SERV Reasoning beta applications.
Most came from companies solving real-world problems at scale.
> DNA sequencing and genomics
> Autonomous penetration testing
> Satellite imagery and agriculture
> Edge AI for transportation
These are use cases where reasoning has to perform under real conditions, with no room for error.
SERV Reasoning is already running in production for the UAE government, and is now opening to the next batch of teams shipping at scale.
Benjamin Banks ⚡︎ retweeted
$SERV is a full end-to-end platform for building, launching, and running autonomous AI agents on blockchain with enterprise-grade reasoning that crushes GPT-5 by 36x on price/performance
Plus a permissionless launchpad on Base and Solana, already shipping real production agents handling thousands of tasks, banning spammers, growing followers, and landing UAE government pilots
AI agent narrative is roaring back, and if they drop Private Beta plus x402 Lite launch, this flies to $100-300M easy, especially with staking for launchpad access
$SERV to the moon...
Benjamin Banks ⚡︎ retweeted
Solana builders, this one is for you.
SERV Launch is going multichain.
@SolRouterAI will be the first project to launch on Solana, going live on April 30th.
Join our TG group to stay up to date with all $SERV ecosystem growth. 👇
Benjamin Banks ⚡︎ retweeted
x402 Ecosystem Map 🧵
@base processed 52M x402 transactions in Q1 - 14.8x the combined volume of Polygon & Solana
100+ teams building the machine economy ↓
Core Standards & Protocol
- @Visa TAP, Intelligent commerce
- @ethereum ERC-8004
- @virtuals_io ACP, ERC-8183
- @OpenWallet OWS by @Moonpay
- @MetamaskDev ERC-7710
- @xmtp_ messaging protocol
- @privy_io programmable wallet
- @x402rorg refund and arbitration protocol
Infrastructure
- @bankrbot web-native agent runtime and wallet
- @CoinbaseDev agentic wallets, x402 bazaar
- @daydreamsagents Dreams router, Lucid Agents SDK
- @pinatacloud private IPFS storage
- @thirdweb SDK
- @agentcashdev 280+ T1 APIs access
- @vercel x402-mcp SDK
- @x402rs rust reference implementation
- @openservai sovereign agentic economy
- @perk_os agent registry and AI API marketplace
- @agentmail autonomous email inboxes for agents
- @TownsProtocol decentralized messaging with onchain memberships and E2EE
- @1shotapi full-stack web3 APIs for agents
- @clawdbotatg leftclow-services - onchain job posting
- @Executi0nMarket hires humans for real-world tasks
more below ↓↓
Benjamin Banks ⚡︎ retweeted
Modulr is expanding.
Since the beginning, our focus has been on becoming “The open network for robotics, AI, data, and compute.”
And that mission is not changing, but we are adjusting our strategy going forward. ⤵️
Since the launch of $EMDR, we’ve placed a great deal of importance on robotics. And for good reason too—it’s still the next evolution of AI and the automation of labor as we know it.
But as we’ve said many times, the vision of P2P robotics (i.e. becoming Airbnb for robots) will not materialize until there are actually enough robots available for people to rent from each other.
So, thinking from first principles: why are robots not in everyone’s home?
Because they are not smart enough yet.
-We have a long way to go collecting valuable data and transforming that into productivity.
-We have a long way to go building AI models/agents/applications to be used in robots and beyond.
-And all of this^ of course requires compute, which we cannot get enough of.
Therefore, going forward Modulr will be expanding its focus from purely robotics to the framework that will support the entire global economy: AI, data, compute, and more, as these technologies are widely available NOW.
Modulr has already successfully created the technology necessary to remote teleoperate any robot from anywhere. This will technology will continue to be available as more robots come on the market. But in the meantime, it’s important we build out a network that will get us to this future faster.
Additionally, lately it has felt like we were developing 2 products in tandem—one for B2B robotics and one for blockchain. This is inefficient and detracts from our long term goals.
So, going forward a few changes will be taking place:
⁃ With a renewed focus on creating a platform for builders in AI & beyond, we’ll be having a lot more Modulr Missions & hackathons with prize pools in $EMDR
⁃ Chris Boggs will reassume the mantle of CEO and Mack Lorden will be stepping away to lead CTRL+R, a venture solely focused on B2B robot operations.
⁃ Modulr will continue to have access to remote teleoperation technology provided by @CTRLR_cloud as a partner.
To our $EMDR community:
As the open network for robotics, AI, data, and compute, we are building the rails for the future global economy. The robotics technology allowing P2P robotics has been created and will continue to be available for our users.
Now, we’re expanding our focus to bring the most cutting edge AI, data, and compute technologies into the our network. We believe this shift in focus will bring us a much faster ROI, a larger talent pool of builders, and a stronger foundation on which to build modulr’s global network. 🚀
