5 Noteworthy New Projects in the Robotics Sector

Written by: Schizoxbt , Castle Labs

Translated by: TechFlow

This week, we’re skipping the market overview update to introduce you to a field we believe will become one of the hottest topics of the year: robotics.

Introduction

In the early 2000s, a scholar named Ray Kurzweil made an interesting observation. He noticed that the pace of technological progress was accelerating, with each new invention yielding exponential returns over time. For example, the discovery of fire led to metallurgy, metallurgy drove the development of machines, machines facilitated the birth of computers, and computers propelled the advancement of more sophisticated chip technology and artificial intelligence, and so on.

The creation of new technologies accelerates along this trajectory, forming a feedback loop that enables humanity to continually explore new frontiers. We acquire better tools, which speed up research, and faster research allows us to produce even better tools, thus accelerating the next cycle.

This brings us to where we are today.

In a short period, we seem to have leapt into the future: artificial intelligence is advancing rapidly, self-driving cars have become a reality, cryptocurrencies are widely circulated as the internet’s currency, and now, robotics is beginning to emerge.

The new era driven by robots is expected to bring about a boom in the workforce, with humanoid robots capable of performing a wide range of general labor tasks. Robots do not need rest, do not require vacations, and are more cost-effective than humans.

Companies are gradually realizing that they can use an entire warehouse of robots to accomplish these tasks at a cost far lower than human labor. This is a huge breakthrough for enterprises.

Where does crypto fit into all this? Crypto can be integrated with robotics on three different layers: the financial layer, the coordination layer, and the infrastructure layer. The following sections will delve into the robotics tech stack and highlight some interesting projects in the crypto x robotics space.

Analysis of the Three Layers of the Robotics Tech Stack

Here’s how crypto fits into the robotics tech stack:

1. Financial Layer

• Crypto introduces new financial rails for robots, enabling them to earn and make payments in a trustless and programmable way.

• Robots can have crypto wallets, allowing them to receive and send micro-payments that traditional payment methods cannot achieve. This is especially important in a future where billions of robots interact autonomously, as blockchain technology can support this level of interaction.

• Decentralized Autonomous Organizations (DAOs) can also raise funds through tokenization, partially funding the ownership of robots or robot fleets, opening up new investment/ownership avenues for investors.

1. Coordination Layer

• The key to efficiently running a robot network is coordination. There needs to be a way to assign tasks, verify work, align incentives, and more.

• Smart contracts can serve as the coordination logic, with all task assignments, payments, and confirmations executed and verified on the blockchain.

• Governance mechanisms can also be used for fleet upgrades, deployment areas, pricing, etc., either by token holder voting or automatic arbitration.

1. Infrastructure Layer

• Robots need a shared infrastructure to support their operations, including positioning systems, maps, communication networks, identity systems, and computing power. If robots are to play a significant role in society, they need maps to navigate the human-designed world, be able to determine their location at any time, and understand how to communicate or identify other robots. Crypto provides an open/decentralized way to achieve these functions, rather than relying on traditional infrastructure like Google Cloud or AWS.

• Robots need a way to precisely locate themselves, and Real-Time Kinematic (RTK) technology can provide centimeter-level positioning data via GPS. This data is crucial for autonomous movement and navigation.

• To prove identity, each robot can have a crypto wallet to demonstrate its authenticity, sign telemetry data or verify proof of work, and build reputation on-chain.

Now that we’ve introduced how crypto integrates with robotics, let’s look at how these technologies work in practice and highlight some notable crypto x robotics projects.

peaq - @peaq

Many people may have already heard of peaq, but in the crypto space, it is currently the largest robotics-related token by market cap, so it’s hard not to mention them.

As an L1 built as the backbone of the machine economy, peaq treats machines, robots, and devices as first-class citizens. This means any type of machine—land, air, sea, or space—can have applications built for it.

Machines want to build applications on peaq because these applications can turn them into autonomous economic entities, enabling them to earn money, coordinate, and self-upgrade, while developers can access the entire machine economy.

These machines thus become native on-chain participants. peaq already has over 3 million machines on-chain, and this number continues to grow.

In the past few months, peaq has announced the following achievements:

• Robotics SDK: Enables developers to more easily onboard machines onto the chain and gives robots autonomous identities, allowing them to pay, receive funds, and verify data.

• The first tokenized robot farm: Providing vegetables for local communities.

• The first robot to obtain autonomous identity.

In addition, peaq offers a variety of plug-and-play modules, allowing teams to avoid rebuilding core infrastructure. This is a key point, as it transforms peaq into a Robotics Infrastructure-as-a-Service provider. This is a huge breakthrough for developers, who can skip infrastructure setup and go straight to product launch.

As peaq positions itself as the financial, coordination, and identity layer for machines, it has great potential to become a leader in this field.

These layers are essential components of the crypto x robotics intersection, bringing financial economics to all machines and enabling them to scale with demand without building these systems from scratch. If robots grow as predicted, there will be millions of autonomous robots buying, selling, and interacting at scale.

Currently, $PEAQ has a market cap of about 125 million USD, with a price of about 0.09 USD. As more projects use peaq’s SDK and leverage its machine economy, peaq is expected to further drive the development of the crypto x robotics sector.

Auki - @AukiNetwork

Robots need to interact with and navigate the human-created world, which involves a massive amount of spatial processing capability. They need to be able to go around corners, cross sidewalks, know when to use crosswalks, and many other things we usually don’t think about.

Auki has created a technology called posemesh, which they describe as “a decentralized machine perception network and collaborative spatial computing protocol designed to enable digital devices to securely and privately exchange spatial data and computing power, forming a shared understanding of the physical world.”

Ideally, this technology can help turn the physical world into a searchable, browsable, and navigable space, supporting robots in building spatial awareness. Auki is building a decentralized neural system for machines.

Through

Through posemesh, devices can request and contribute sensor data, computing power, storage, and a variety of other services. Given the diversity of applications, layers, and datasets that can be contributed, Auki enables different machine profiles to both contribute value to and extract value from the network.

Currently, $AUKI has a market cap of about 78 million USD, with a price of about 0.02 USD. Auki recently mentioned exclusive partnership talks with one of China’s largest robotics companies and may integrate its AR navigation technology into airlines. These are important catalysts for future growth!

Geodnet - @geodnet_

We mentioned RTK earlier in this report, but let’s elaborate: RTK stands for Real-Time Kinematic, a high-precision technology built on regular GPS/GNSS. It enables centimeter-level positioning accuracy, which is essential infrastructure for robots, drones, self-driving cars, and spatial intelligence networks.

This infrastructure allows these machines to reliably navigate, map, and coordinate in the physical world. Without RTK, their positioning errors could reach several meters, making autonomous movement, precise tasks, and on-chain data verification nearly impossible.

Typically, RTK requires a GNSS (Global Navigation Satellite System) base station and a rover.

The rover is the robot or drone receiving GNSS signals, estimating its position, and using correction data from a nearby base station to improve its accuracy to the centimeter level in real time.

Geodnet is a decentralized RTK network that incentivizes base station operators with its native token. It is hailed as the largest RTK correction service provider and has even gained significant attention in mainstream GNSS circles.

Currently, $GEOD has a market cap of about 42 million USD, with a price of about 0.13 USD. A few days ago, they announced pre-orders for a handheld GNSS RTK receiver, which could be a catalyst for its development.

CodecFlow - @codecopenflow

CodecFlow is a Solana-based project aiming to become the execution layer for robots and AI agents. Essentially, their goal is to give AI agents a sense of embodiment and the ability to act, not just think or communicate. This will open up many possibilities, as current AI agents lack the ability to execute physical tasks at scale in the real world.

To achieve this, CodecFlow uses Vision-Language-Action (VLA) models.

These models allow agents to:

• Capture environmental information via cameras or screens;

• Use AI models to understand dynamics in the environment;

• Take action via software or physical models.

CodecFlow’s tech stack consists of two core components: Fabric and Operator Kit (OPTR).

• Fabric: Similar to a smart router for computing power, it acts as a unified orchestration layer, intelligently scheduling workloads among cloud service providers and routing them to the cheapest GPU or computing resources. This allows developers to assign robot agent tasks to the lowest-cost cloud services without being locked into expensive options.

• Operator Kit: A developer toolkit for actually programming these agents. It enables developers to create agents that can perceive, make decisions, and act reliably, standardizing workflows and improving agent robustness and scalability.

Currently, $CODEC has a market cap of about 13 million USD, with a price of about 0.018 USD. With the Operator Toolkit launching in August and integration with peaq’s MachineDex, CodecFlow has further elevated its position in the robotics narrative.

Silencio - @silencionetwork

Sound is a sense that can provide a wealth of environmental information, such as car horns, sirens, or even a baby’s cry.

For humans, understanding everyday sounds takes years of learning and accumulation, and it’s not easy to give robots this capability. For example, automated delivery robots need to be able to recognize audio cues like emergency sirens.

Silencio is building this auditory layer, allowing anyone with a phone or sensor to become a node in its network. If enough sound data can be collected, these robots will gain the necessary environmental awareness and audio recognition capabilities.

Silencio already covers over 180 countries, has daily active nodes, has accumulated over 1,300 years of sound data, and has over 1 million contributors uploading data to the network.

Currently, $SLC has a market cap of about 6 million USD, with a price of about 0.0002 USD. In the September keynote, Silencio demonstrated the importance of sound data for the future of robotics. If they can continue to expand this competitive moat, the future growth potential is huge.

Is This the End or the Beginning?

While this may be the end of this report, the era of robotics is far from over, and it’s certainly not the end of the crypto x robotics field. This is still an emerging sector, and as time goes on, the world will continue to move toward these industries.

Currently, robotics-related stocks have a market cap of about 112 billion USD, while the crypto x robotics sector has a market cap of about 404 million USD. This shows that there is plenty of room for growth in this area.

There are many more projects to discuss and many ways to interpret robotics technology and its potential. This is a broad topic that is expanding rapidly every day, and as Kurzweil pointed out, as we move toward the future, it will likely grow exponentially.

Soon, we may become accustomed to having humanoid robots help with daily chores at home, just as we are now used to seeing self-driving cars on the road.

The future will only become more wondrous.