Today I want to discuss from the height of track logic.
Let’s talk about why I am firmly optimistic about ROBO.
I have been in the crypto market for many years.
I have summarized a rule.
Choosing the right track is more important than choosing the right project.
ROBO just happens to hit two super golden tracks.
One is the DePIN decentralized physical infrastructure network.
One is the AI + robotics industry.
Dual track resonance.
The explosive power will far exceed that of a single track project.
My view is that this is the biggest era bonus for ROBO.
Let's first talk about the DePIN track.
This is one of the most certain main lines in recent years.
Transforming the physical world's infrastructure onto the blockchain.
Allow ordinary people to participate in construction and profits.
Decentralization, low cost, high efficiency.
Filecoin and Render are successful cases in this track.
The market size is in the trillions.
ROBO is building the infrastructure for robots.
It is the most imaginative sub-direction in DePIN.
Robots are the most intelligent infrastructure in the physical world.
The market space is much larger than storage and computing power.
Looking at the AI robot track again.
Global tech giants are making every effort to layout.
Tesla, Xiaomi, and BYD are all launching humanoid robots.
Industrial robots, service robots, and unmanned devices are rapidly increasing their penetration rates.
Morgan Stanley predicts.
By 2050, the robot market size will reach 5 trillion dollars.
This is the next main battlefield for human technology.
ROBO just stands at the intersection of two tracks.
It is also the core target of DePIN.
It is also the on-chain entry of AI robots.
This dual attribute.
It is very scarce in the market.
I have researched the entire track.
Projects that possess both labels are extremely rare.
And ROBO is the one with the most mature technology and the clearest landing.
I think this is its core scarcity.
Many people ask me.
Why is it the same AI concept?
I am more optimistic about ROBO.
The answer is simple.
Most AI projects only do software.
There are no physical scenarios.
And ROBO directly connects to physical devices.
There is real industry support.
Software can be infinitely replicated.
Hardware has natural barriers.
Collaboration resources of robot hardware manufacturers.
It is not something that just any project can obtain.
ROBO is backed by top capital support.
There is a mature technology team.
There are already landed hardware collaborations.
These are difficult for competitors to replicate.
Let me talk about the trend of the times.
The next ten years.
Robots will be as ubiquitous as smartphones.
Every robot needs an on-chain identity.
Collaboration agreements are needed.
A payment medium is needed.
A governance system is needed.
ROBO provides a complete set of solutions.
This is a growth market from 0 to 1 to 100.
It is not a game of existing stock.
Opportunities in the incremental market.
It is always much larger than the stock market.
I believe ROBO's ceiling is very high.
Short-term view of the traffic brought by Binance's launch.
Mid-term view of hardware collaboration landing.
Long-term view of the comprehensive popularization of the robot industry.
Every stage has clear favorable driving forces.
Let me objectively talk about the risks.
Any early project carries risks.
Technological iteration is less than expected.
Collaboration landing is slower than planned.
The overall market situation fluctuates.
These may affect short-term trends.
But I value certainty more.
The certainty of the robot industry.
The certainty of the DePIN track.
The certainty of on-chain collaboration demand.
These major directions will not change.
As long as the direction is right.
Short-term fluctuations are just part of the process.
My view is that investing is investing in the future.
Invest in certain trends.
Invest in scarce targets.
Invest in teams that can land.
ROBO just meets these three points.
I will not change my judgment due to short-term fluctuations.
I will continue to track the development of the track.
Track industry data.
Track the project's implementation progress.
As long as the big logic does not change.
I will hold firmly.
The current ROBO.
Still in the early stage of the industry.
Just like the smart electric vehicles of 2016.
DeFi in 2019.
Most people are not yet aware of its value.
This is indeed the most comfortable layout stage.
I hope everyone can enhance their cognition.
Understand DePIN.
Understand AI robots.
Understand the huge opportunities of dual-track resonance.
Understand ROBO's core position within it.
Cognition determines wealth.
This saying is always applicable in the crypto market.
Do not follow the hype.
Do not follow the crowd.
Independent thinking, in-depth research.
Seize the real opportunities of the era.
ROBO is not a short-term speculative target.
It is a long-term ecosystem that can accompany for ten years.
My view is that as long as you believe technology will change the future.
One should give ROBO enough patience.
The future has arrived.
The era of the machine economy is beginning.
And ROBO.
It is the key to the core of this era.