Recently attended a few dinner parties, and the main topics of conversation revolved around two things: first, OpenClaw crayfish🦞, which I haven't kept at home, so I feel a bit embarrassed to talk about it. Second, humanoid robots. From Tesla's Optimus being able to pick up eggs, to Unitree's martial arts performance at this year's Spring Festival Gala, and the future visions of "digital labor," there are huge opportunities brewing.

One of the most in-depth topics we discussed was: if #AI has already given machines brains, then who will install the "operating system" on them? How will robots collaborate in economic activities with each other? Unlike Apple's closed system, it needs an open-source, Android-level thing that allows thousands of robots to chat and coordinate with each other.

In the current robot industry, I feel a bit like 2007 before the iPhone was released, when major phone manufacturers were competing over camera pixel counts and flip or slide designs. But based on historical experience, what truly sparked the smartphone explosion was Android integrating fragmented hardware, applications, and payments into one ecosystem. Similarly, today’s robot industry is quite comparable. Unitree can perform backflips, and Optimus can assemble cars in Tesla factories, but they "don’t really talk to each other and can’t collaborate." For example, a home security camera detects a dog knocking over the bowl but can't automatically call a cleaning robot to help clean because there’s no unified "language" or "wallet."

So I want to mention the $ROBO I bought today. Speaking of @openmind_agi@, what they do is quite simple: first, they don’t develop new models; second, they don’t create new hardware. Instead, they turn existing AI capabilities, sensors, and motion controls into a practical robot operating system. Their OM1 system, to put it simply, equips robots with "common sense," like slowing down when a person approaches or finding work after charging itself. One detail that really moved me is their privacy design: when a robot captures a face, it blurs it immediately, and data isn’t sent to the cloud. Recently, DJI’s robot vacuum leak incident has been widely known.

What’s remarkable is that OpenMind also integrates the x402 protocol, which, in simple terms, is like giving robots a blockchain-based "bank card," allowing them to buy parts and pay for services on their own—no need for humans to act as babysitters.

Imagine a scenario: a team of new cleaning robots arrives at a mall. First, they pay the mall’s patrol robots to share a 3D map, then start cleaning. When their battery is low, they automatically go to a charging station, scan to pay, finish their work, and share the income with the engineers maintaining them. The mall automatically settles payments to the robots’ accounts based on the cleaned area, all using the x402 protocol. $ROBO is the settlement currency and micro-wallet for these robots, involving M2C and M2M( micropayments—something traditional banking systems can’t handle, only cryptocurrencies can support. OpenMind is seizing this robot banking ecosystem.

In summary, in the past, investing in robots was mainly about betting on which hardware could win. But hardware competition is too fierce and likely to bottom out in profit margins. OpenMind is taking the Android route: no matter what type of robot you are, as long as you want to connect to the internet, avoid obstacles, or trade autonomously, you can choose to run the OM1 system. So ultimately, our investment isn’t just in a "hardware seller," but in a "tax collector." Once the Robot Economy kicks in, ) will be the universal settlement currency in this ecosystem. Currently, the FDV market cap has fallen below $400 million, lower than the previous pre-sale price. It’s a good opportunity to hold small positions without FOMO, waiting for OM1 industrial case studies to explode. Investing in this is essentially betting on the Web3 transformation of the physical world—looking forward to a wave. DYOR, personal notes only. 🧐