#robo $ROBO @Fabric Foundation
AI narrative upgrade! When robot dogs pay for their own charging, the next trillion-dollar Alpha in Web3: the ROBO track!
Don’t just focus on large models! While everyone is still speculating on AI memes, robot dogs have already started using USDC to pay for themselves.
Recently, the demonstration by OpenMind and Circle has ignited a completely new narrative — the ROBO (Robot + Web3) economy!
In the past few decades, we have taught robots how to deliver, do flips, and navigate, but economically, they remain “giant infants” — the complexities of traditional finance’s KYC and high friction have made it impossible for machines to have their own bank accounts.
But Web3 breaks this ceiling. When robot dogs autonomously complete charging transactions using USDC through on-chain wallets in the middle of the night, we witness not just the running of technology, but the birth of a seamless economy of M2M (machine to machine)!
What does this mean? It means robots awaken from being “assets” of humans to become autonomous economic agents (AEA) that can earn and spend money on their own.
In the crypto space, how to position in this track? Understand the following three wealth codes:
• Machine-exclusive wallets (WaaS): Who can provide on-chain wallets for billions of IoT devices and AI Agents worldwide? That will be the next MetaMask of the cycle.
• DePIN infrastructure (physical infrastructure): The “water and electricity” for machines. Drones buy data from weather sensors, robots buy computing power from the cloud, all relying on the seamless settlement of the DePIN network.
• M2M low-latency payment network: Traditional T+1 settlement cannot handle the micro-second high-frequency micropayments between machines; public chains/L2 with extremely high concurrency and very low gas fees will see an explosion.
Key points for everyone:
The second half of the AI track is not just a battle of computing power and models, but also a competition for “decentralized payments for machines.” Transitioning from “physical autonomy” to “economic autonomy,” the future settlement network of silicon-based GDP will undoubtedly grow on the blockchain!