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Robotics is expected to become a multi-trillion dollar sector over the coming years, and we are still in the early stages! However, many of the top companies in the space have yet to go public and are only open to accredited investors. CEO Mauricio Zolliker @ZolKilla created @xmaquina with the goal of removing the barriers for investment into these companies, opening up access to the normal everyday investor. In this must watch interview, we break down all of the details that you need to know! $DEUS 0:00 Intro 2:38 XMAQUINA Mission 3:14 Accredited Investor Requirements 5:22 Borderless Capital – Investment Waves 8:14 Community Launch – Virtuals 11:10 Messari DePAI Report 13:01 Mauricio’s Background 15:15 Evolution of DePIN 18:16 Avoiding Extraction 19:42 Humanoid Landscape 21:43 XMAQUINA Blog 24:25 DAO Voting Structure 26:27 Treasury Breakdown 30:49 BOT-08 36:05 NEURA Robotics 38:48 Sunday – Memo 40:37 Investment Process 44:19 Physical AI Stack 46:47 Web3 Robotics Projects 51:13 TGE Preparation 53:15 Token Allocation Breakdown 55:43 Treasury mNAV 58:29 DAO Leaderboard 62:00 Closing Thoughts
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Pay attention to the signal here. Robotics is a sector going after the $50T labor market. The biggest problem that’s yet to be solved is the perception layer, or map, for robots to navigate the real world. @AMD is paying $8.2B for @theworldlabs! Projects in this realm: $AUKI $GEOD $EAT
🚨 BREAKING: @AMD is buying @theworldlabs for $8.2 billion! 💰 Fei-Fei Li's spatial intelligence company, acquired by AMD in an all-stock deal, expected to close by the end of the year subject to regulatory approval. World Labs builds world models. Systems that take an image or a prompt and generate a coherent, navigable 3D world, with the geometry and spatial relationships holding together as you move through them. Fei-Fei Li has spent years arguing that spatial intelligence is the missing layer between language models and machines that act in the physical world. Now look at who bought it. AMD sells compute. NVIDIA sells compute plus Omniverse, Isaac Sim, Cosmos and GR00T, which is to say a complete software stack for simulating and training embodied systems. That stack is a large part of why robotics teams default to NVIDIA hardware, and AMD has had no answer to it. $8.2 billion in stock buys one. Massive deal for robotics industry! 😮‍💨 🔗 Here's the company statement: worldlabs.ai/blog/amd-announ… ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
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DePIN Connection retweeted
The AI revolution is running into a power bottleneck: US data center IT power demand is projected to surge +755% from 2025 levels, reaching a record 78.57 gigawatts by 2029. This year alone, demand is expected to jump +95% to 17.96 gigawatts, and then another +97% in 2027. This comes as US data centers are set to require 97 gigawatts of power in the 2026 to 2028 period. Meanwhile, only 21 gigawatts are under construction, and 19 gigawatts of grid capacity are available, leaving a potential 57-gigawatt shortfall. The gap is widening as increasingly powerful AI systems require far more electricity, while power supply is struggling to keep pace. At the same time, more complex servers built around Nvidia’s Vera Rubin and Rubin Ultra architectures are expected to push IT power demand 5x from 2025 to 2028. The AI buildout is running into a significant power constraint.
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Pretty strong alignment here with a few of the projects that I expect will thrive in the upcoming market cycle. @GEODNET @Auki @silencioNetwork
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DePIN Connection retweeted
BREAKING: Iran has agreed to halt uranium enrichment in exchange for US sanctions relief, per Al Hadath. The news comes minutes after reported indicated that President Trump is willing to give Iran sanctions relief and release Iranian frozen funds in return for "concrete steps" regarding their nuclear program. Oil prices turn negative on the day after the news.
Community note
Al Hadath reported that Iran agreed to halt uranium enrichment for sanctions relief. Neither Iran nor the US has confirmed this. Iran has consistently stated that it will not give up its right to enrich uranium and has called similar reports fabricated. shafaq.com/en/Middle-East… en.mehrnews.com/news/238973/Ir… iranintl.com/en/202606052500
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MOST OF THE WORLD'S COMPUTE IS SITTING IDLE A business with its own data center typically uses 20-30% of it. @ionet lets the other 70-80% be rented out, and it's earning real revenue while AI agent swarms drive demand through the roof. $IO Full Livestream on YouTube 👇 piped.video/paRPNMpuPCE
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DePIN Connection retweeted
Fascinating. Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
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SAUDI ARABIA JUST WALKED OUT ON CHINA They've withdrawn from mBridge, the blockchain project built to route payments around SWIFT! The same day they asked the US for help against Houthi forces moving on a strait that carries 11% of the world's oil. Full Livestream on YouTube 👇 piped.video/paRPNMpuPCE
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BREAKING: 🇺🇸 Bitwise’s $NEAR ETF gets the green light to list on NYSE Arca under the ticker $NRR. Bitwise raises its NEAR base-case price target to $155, while its bull-case target stands at $562.
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AI DATA CENTERS ARE RUNNING ON DIESEL They can't get the utility's green light to connect to the grid, so the generators installed purely as backup are being run as primary power. New demand landing on the tightest diesel market on record. Full Livestream on YouTube 👇 piped.video/paRPNMpuPCE
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NVIDIA processed 35M hours of raw video for Cosmos-Predict2.5. About 4% of clips survived curation. The other 96% were still decoded, scored and embedded before being thrown away. We do that work at the source, before it ever reaches your pipeline, saving you money and time.
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Diesel Just Hit the Highest Price in History. $6.27 on average. Strategic reserves are the lowest since 1982. Chevron's CEO is calling it a worldwide crisis. 45 days to the midterms, and a trucker strike is being talked about for October 1st. Full livestream on YouTube 👇 piped.video/paRPNMpuPCE
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🚨BREAKING: MAGIC EDEN FACES POSSIBLE EXPLOIT AS THOUSANDS OF NFTS APPEAR TO SELL FOR 0 ETH!!!🚨
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This is the most important tweet of the week. The epic crash in the bond market at some point becomes a threat to equities. Don’t forget the $40T of bonds issued 2018-2021 near 0-3%, trading down 60 to 20 cents on $, maybe $19T is still out there, The Fed is sitting on a lot of that. But when bond prices get this low they can offer huge 20-70% mark to market fwd returns (duration bonds) if rates mean revert - normalize. The AAPL 2.55s of 2060 are < 50 cents on $. So if the UST 30s go back to 4%, these bonds would get back to the low 70s. If that happens over the next 3 years - that’s 18% compounded total return per year!
Ultimate Fintwit Poll Question: Would you (hypothetically of course)…. Take a guaranteed 7% locked in for the next 10 years. OR…. Invest in $VOO / $SPY hoping for 10-12% for the next 10 years.
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Unbelievable. 3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years. The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days. Even more remarkable is that the average American has no idea this is happening. Yet. The bond market is imploding in front of our eyes.
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DePIN Connection retweeted
🚨🚨 bitget is being hacked right now 🚨🚨 over $170m drained already get your funds off bitget !!!!!
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