Why robotics matters now and the case for crypto robotics exposure
Thread110 words
Bullish call$CODEC−72%since this piece, moved against the callHow it played out ↓Argues 1X NEO attention and rising sector valuations will push capital to crypto robotics plays, since TradFi exposure is hard to find and Nvidia or Tesla lack outsized upside. Points to CODEC.
Why should you be paying attention to robotics rn?
1X NEO home robots have brought a lot of attention to the web2 robotics narrative this week
The amounts of money raised and the valuation in the sector are absolutely massive and keep rising rapidly
Yet, exposure is hard to find in TradFi for most, and the large caps like Nvidia or Tesla don't offer the outsized return potential that many seek on such a speculative vertical
That's why a lot of capital is likely flow into crypto robotics plays.
Highly recommend to DYOR (and study $CODEC)
If you're looking to study $CODEC:
Also recommend to check this post here btw:
How the call played out · since 31 Oct 2025
Prices as of 23 Oct 2026This piece takes a view on $CODEC, so that move is read against the call.
Robotics valuations keep rising while TradFi exposure is hard to find, pushing capital toward crypto robotics plays like CODEC.
−72%
Moved against the call · over 12 months
- At publication
- $0.0232
- Now
- $0.00642
- vs BTC
- −63%
- After 1 month
- −58%
- After 3 months
- −85%
- High since
- +12% 02 Nov 2025
- Low since
- −92% 01 Feb 2026
Since then
Zero has written 5 more pieces on CodecFlow and $CODEC since this one.
- machine.fun thesis: why hardware founders may raise on a launchpad over VCBullish call on $CODEC
- CODEC: SimArena at TUM's robo.innovate hackathon with 80+ teamsBullish call on $CODEC
- machine.fun and Codec: financing machines onchainBullish call on $CODEC
- Why CodecFlow is the most undervalued onchain robotics playBullish call on $CODEC
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