TLDR Tech / Crypto
Robotics is crypto's most obvious blind spot
Robotics, now the second-largest private markets investment category at $263B, with $16B deployed across ~500 deals in Q1 alone, is almost entirely absent from crypto's narrative, despite being the category most structurally dependent on crypto rails. Robots can't open bank accounts, hold legal identities, or transact through ACH, and crypto is the only stack ever built for non-human actors. Crypto is permissionless machine identity, programmable machine-to-machine payments, machine-readable ownership, and autonomous coordination. The emerging category can be mappeed by stack layer: Virtuals (agent coordination), GEODNET (positioning), Fabric (machine identity and payments), IoTeX (telemetry), Auki/Posemesh (spatial awareness), xMAQUINA (fractional machine ownership), Strike (sim-to-real training), Caspius (embodied AI training data), and Roba (no-code robotics tooling).
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