Soon we'll find out if people on @solana actually want to trade robots instead of dogs, cats and frogs. A few weeks ago, I did a deep dive into @machinedotfun. Since then, we've learned a lot more about how it is actually supposed to work. A hardware team might have a prototype, a simulation or simply a very good idea. What they often don't have is access to VC money, manufacturing partners or a clear path from one working machine to mass production. https://t.co/NzkQRBmnxR wants to tackle all of that. First: funding. Teams can launch a token and build in public. Trading fees are split between the creator and https://t.co/NzkQRBmnxR, giving builders a source of revenue that is separate from simply selling their own token position. Part of https://t.co/NzkQRBmnxR's share is then used to buy solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump and $PEAQ on the open market. Second: manufacturing. Building one robot in your garage is hard. Building 10,000 of them is a completely different problem. That's where The Foundry comes in. Selected teams get help with supplier vetting, manufacturing planning and access to factories in Shenzhen and Dongguan. Basically: It works → now make 10,000 → please don't die somewhere in between. And third: why Solana? This part makes more sense to me the longer I look at it. https://t.co/NzkQRBmnxR needs a liquid market where people are already comfortable discovering, trading and funding extremely early tokenized ideas. Solana already has that culture and infrastructure. Solana brings the market and liquidity. @codecopenflow brings the tooling and experience for hardware and robotics builders. The Foundry helps bridge the gap from prototype to manufacturing. And @peaq connects it to the wider Machine Economy. Put those together and you get a pretty unusual experiment: Can speculative liquidity actually help turn prototypes into real machines? The flywheel they envision is: trading → buybacks → onboarding → more machines → more activity. It looks great in a diagram. Now somebody has to prove that it works in the real world. And apparently, we won't have to wait much longer.

Why would the next Unitree raise on @machinedotfun instead of taking VC money? That's the question that matters here, and the honest answer should worry a few funds. Why? Because private rounds are structurally broken for builders. Vesting overhangs, unlock schedules, price action dictated by funds taking profit instead of what teams ship. Add to that crypto VCs are deploying way less than they used to, and the fact that most investors grew up underwriting software and simply don't know how to price hardware. What's left is a generation of hardware founders with no good path to access capital. And the alternative already has a proof of concept: @codecopenflow itself. No VCs, no pedigree. Launched a token, funded the entire build from trading fees, and is now signing first clients and generating revenue. @machinedotfun (powered by @peaq and the Codec) is what turns that approach into a repeatable venue for hardware founders. Permissionless to launch, curated across all other angles. Or more specifically: - Codec's SimArena for simulation proof - Peaq OS to track live machines - Ignition for supply transparency - The Foundry for serious builders (first accelerator cohort already selected, launches coming in the next weeks) However, it's the flywheel that I care most about: Platform fees flow back into everything that compounds the ecosystem: - Builder support, down to manufacturing and hardware distribution - Trader rewards, paid in tokenized robotics exposure (NVIDIA, Figure AI, Tesla) - Open market buybacks of both ethereum:0x1eef208926667594e5136e89d0e9dd6907959197 and solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump Real usage, real fees, real flows into both tokens. And sure, still many of these launches will fail. That's how venture works. But "invest in the next Unitree before it becomes a company" was always the pitch. Now the venue, the rails and the incentives all exist. Adjust your targets for solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump and ethereum:0x1eef208926667594e5136e89d0e9dd6907959197. We're going much higher. NFA tho. DYOR.

deposited some of my solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump that i have been holding since launch onto fomo. its time. coded. https://t.co/8HHjbLUPux

solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump bulls are having a great time and will have an even better time in the future. gCodec https://t.co/Xk0p15xUF2

Time for the solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump great repricing. All the catalysts starting to roll out perfectly And the best part, you ask? We're just getting started ⏳ https://t.co/jTGpZfEUjj

TOP 5 SOLANA RUNNERS OVER THE LAST 24 HOURS (MIN $5M MCAP) 1. $PAID 2. $ALLINU 3. solana:GiUHYs5Hsv94P8bR9m26DsXsX8E786rQsFsPK6spump 4. $GOLD 5. solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump DO YOU OWN ANY OF THESE? https://t.co/adwscjpCem

最近在翻链上项目的时候，又想到了solana的这个项目：CodecFlow，做机器人基础设施的团队。 @CodecFlowCN 触发我关注它的是 $Microduck：一只 $399 的小鸭子机器人，预售 24 小时卖了 260 万美元。整个项目把机器人源代码全部公开，让训练机器人这件事，第一次变成全民能参与的事情。上线一周就冲到了5000万美金市值。 其实从中也能够看到大家对于机器人赛道的一个狂热支持力度，以及整个赛道的一个巨大潜力。 作为专注机器人和加密结合的基础设施赛道的一个先驱，我觉得 Codecflow肯定还在憋一个大的。 下面更新一下这个项目最近的一些关键进展情况： 1、SimArena——浏览器里的机器人实验室（已上线） 打开网页就能搭场景、放机器人、录数据。不用装环境、不用显卡，录出来的数据是 LeRobot 通用格式，直接能去训练。以前搭环境要一两周，现在两分钟就能进编辑器。 https://t.co/22BV6u2YW4 2、Fabric——云端算力层 浏览器适合跑轻量的仿真；真正重的训练和推理，交给 Fabric 的 GPU 算力，不用自己买卡、搭集群，按需付费。 3、optr——机器人的运行时 把「看到 → 思考 → 动作」打包成可部署的 Operator，同一套逻辑能跑在仿真、桌面和真机器人上。可以理解成连接「AI 大脑」和「机器手脚」的那一层。 4、https://t.co/0YO0oUepro / The Foundry——硬件启动层 做硬件的人常卡在「有原型，但不会量产、没钱、没供应链」。The Foundry 就是来补这段的：有可运行原型或明确规格就能申请，免费、不占股权，入选去深圳做 5 天工厂实地对接，还带 Pre-seed 融资和代币化路径。这是 CodecFlow 联合 Peaq 及多家机构一起做的（合作方公开口径），之后还会用来启动子网。 https://t.co/Xc4fWQjtOn 5、 solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump ——整个生态的代币 整条栈的访问、折扣、质押、信誉和数据市场激励都围绕它设计。可以理解成：用这套机器人基础设施的人越多， solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump 的用处越大。目前 SimArena 免费档就能玩，具体经济模型以官方文档为准。 整个项目我觉得基本面没有任何问题，只是之前整个链上出现了流动性枯竭，所以项目也出现短暂遇冷的情况，但是他们也没有放弃过。现在正是埋伏的好时机。 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump @CodecFlowCN @codecopenflow 官方网站： https://t.co/793wUPSFo0

What's that @machinedotfun? 🤔 We know from their website that it's a collaboration between @codecopenflow & @peaq. peaq-2:native is at a $45M Mcap. solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump is only at a $2.7M Mcap btw, down 93% from ATH. Robotics Narrative. Could be something. 👀 Also, there is a timestamp on the website. The Phase 1 timestamp corresponds to July 23, 2026 at 2:00 PM UTC. So we should know more in ~27 hours and 42 minutes from now. 🫡

NVIDIA 在講 AI Factory / Physical AI，Boston Dynamics CEO 也說 America’s next 250 years will be built by robots。 這兩件事其實指向同一條線：AI 下一步不是只停在螢幕裡，而是要進入真實世界。 如果 robotics 真的變成國家級戰略，最缺的不只會是機器人硬體，也會是 physical world data、simulation environment、robot training pipeline。 這也是為什麼我覺得 @codecopenflow SimArena 這條路走的很好。 雖然沒有被 NVIDIA 直接點名，但SimArena位置很有意思：browser-native robot simulator、digital twin、teleoperation data、sim-to-real pipeline，甚至未來可以延伸到 data marketplace 和 on-chain payment。 簡單說，Agility / Tesla / Boston Dynamics 是做機器人本體，NVIDIA 是算力和平台，SimArena 更像是 robotics data + simulation infra。 如果下一波 AI 敘事從 Agent 轉向 Physical AI / Robotics，這種 infrastructure layer 會比單純 AI meme 更有想像空間的。 solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump

去年Solana 机器人赛道的明星项目，同时也是pump fun 的黑客松冠军项目：@codecopenflow 正式开通了中文账号—— @CodecFlowCN 记得关注一波！ 链上流动性彻底回归之日，就是 solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump 爆发之时

69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump $CODEC Robotics 底层执行层，让机器人能在模拟环境训练和执行任务 机器人赛道今天Serenity喊了下 #绿的谐波 涨停，链上的也可能被带动 DYOR！ https://t.co/rIpPGPSd1u

easter egg 👀 solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump https://t.co/pNAk1QaoS1

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

A verified $MET whale just bought $7.4K of $CODEC (MC: $7.1M) 🐳 CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump Whale: 34CyZFfaYHNtJhZksH6VbXa282uEUqumfXuNdptGffY7

补充下sol 上机器人 龙一 一直在做机器编码 $codec 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump 彩票 $neo（上周火起来的老外人型，昨天小鹏人型也火了，还谣传是真人假装）$neo 上过前几天pump 封面，庄可能已经进去 8fdBKZq7wo9fJbsZEZhq6omCgvKzLt97HY9XaGgqpump https://t.co/okox3o6Me7

Alpha been telling people. AI robotics is here and you’re early. $Opan hit new ATH over 850k 3Ydb2n8vAFdBJYpdiZEoDxRXLmiGDY1fuizVmMPMpump $Codec consolidating after smashing 45M 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump https://t.co/Ndil1dPoEH

Alpha giving you the Alpha. $Opan 270k 3Ydb2n8vAFdBJYpdiZEoDxRXLmiGDY1fuizVmMPMpump $Codec 11M 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump AI Robotics both futures are 100M+ as the tech really roles out. $Auki $Rbr $Pump $bonk $Pengu $Developer $Valor $Aol https://t.co/siFynz14L4

$Opan you’ve been warned. 3Ydb2n8vAFdBJYpdiZEoDxRXLmiGDY1fuizVmMPMpump $Codec 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump https://t.co/0m1RMOdAbE

You’ve been warned. When AI robotics takes off make sure your ready. Let it cook. $Opan 270k 3Ydb2n8vAFdBJYpdiZEoDxRXLmiGDY1fuizVmMPMpump $Codec 10M 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump $Bot $Cwif $Pengu $Fartcoin $Troll $House $Mask $Neet $Usduc $Bonk $Useless https://t.co/YoQEh36t3S

AI Robotics. $Opan it’s not obvious yet but it will be. 3Ydb2n8vAFdBJYpdiZEoDxRXLmiGDY1fuizVmMPMpump $Codec 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump BNB Option $Peaq 0x8b9Ee39195eA99d6ddD68030F44131116bc218F6

A verified $LAUNCHCOIN whale just sold $2.8K of $CODEC (MC: $28.1M) 🐳 CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump Whale: 5jQm4B7kdDamsgYpb5wtHjhTUoDCeyrsT2gCxGKmZze5

A verified $LAUNCHCOIN whale just sold $8.3K of $CODEC (MC: $27.5M) 🐳 CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump Whale: 5jQm4B7kdDamsgYpb5wtHjhTUoDCeyrsT2gCxGKmZze5

A verified $LAUNCHCOIN whale just sold $5.2K of $CODEC (MC: $30.0M) 🐳 CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump Whale: CW17nFtQCrNDWvmLe1wUWMyJpiiKhyTa8gSpRSCUK9an

A verified $USELESS whale just bought $2.0K of $CODEC (MC: $21.5M) 🐳 CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump Whale: CwwVjEjSqjMLDz51xJczsXq3zRaADDd3pRDcKHYJ8yUB

Case study on $CODEC using @getmoni_io and @nansen_ai. Price levels to watch for. @0xdetweiler and @Rewkang and my discord alerts were early. https://t.co/8cwvrXnsaL #AI #Robotics 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump

Operators are like smart helpers you can teach instead of program. Just show them a task once and they can repeat it, adapt when things change, and even work with robots. CodecFlow makes this possible for anyone, not just developers. CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump

After diving deep into CodecFlow, I’m convinced this is one of the most slept on plays in AI x Web3. They’re building the onchain backbone for VLA (Vision-Language-Action) aka the future of AI agents & robotics Backed by devs behind LeRobot (the #1 open-source VLA hub), this is serious infra! Web2 giants (Google, Meta, Tesla) are all-in on VLA. In Web3? Almost no one is touching it. CodecFlow is early, and it’s moving. I’m bullish long-term. Who else sees VLA as the next 100x sector? CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump

Meet Codec @codecopenflow: The Infrastructure Backbone for AI x Robotics Codec is building the foundational infrastructure for the next era of AI autonomous Operator Agents that can see, think, and act in real time across desktops, applications, and robots. By combining Vision-Language-Action (VLA) models with a modular 3 layer architecture (Machine, System, Intelligence), Codec enables AI agents to run like self sufficient digital workers executing complex tasks, adapting to live environments, and operating without cloud dependency or fragile scripts. This isn’t just web automation. It’s the beginning of real-world autonomy and Codec is quietly positioning itself as the "operating system" for intelligent agents across industries. As AI shifts from passive tools to active operators, Codec is building the rails. CA: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump