machine.fun and Codec: financing machines onchain
Quote309 words
Bullish call$CODEC+123%since this piece, moved with the callHow it played out ↓Argues crypto's next financialization is machines: robotics VC reached $50B+, Unitree's retail tranche was 8,000x oversubscribed, and machine.fun gives prototype-stage hardware founders a launchpad. Codec gains a path from browser prototype to Foundry to crowd raise.
Key claims
Robotics VC did a 5x to $50B+ last year
Figure raised $1B and Apptronik $935M
Unitree retail tranche 8,000x oversubscribed
This is one of the most under-the-radar launches of the damn cycle, and it's almost time, yet CT is sleeping on it.
Robotics VC did a 5x to $50B+ last year. Figure raised $1B and Apptronik $935M, all private behind closed doors tho. You? locked out.
The one public entry retail got was Unitree, 8,000x oversubscribed, and by the time you could click buy it was a $50B company.
So are we all screwed?
No.
Because every cycle, crypto financializes something new.
DeFi did money markets.
NFTs did culture.
Memecoins did attention.
The next one is machines, and it's the first vertical where the underlying asset drills, delivers and earns revenue in the physical world.
But a thesis needs a venue. Until now there was no place to actually fund machines onchain, at the stage where the upside still exists.
That's where @machinedotfun comes in.
Built by @codecopenflow and @peaq, it's the funding platform for hardware and physical AI founders at the prototype stage.
And while the Foundry (accelerator program) already puts teams on real factory floors and sends them home production ready, the launchpad is the capital layer going live on top.
Just think about what that completes for Codec...
A founder can now prototype in the browser, train on rented GPUs, deploy on real hardware, get from prototype to product through the Foundry, and raise from the crowd on the same fking rails.
What that means for you anon?
You can back the next Unitree before it becomes a company.
And you can get exposure to THE most complete robotics play in all of crypto.
Might be a generational opportunity arising right in front of you.
NFA tho and DYOR (linked some previous posts on $CODEC in comments btw).
More on $CODEC here:
Meanwhile the divergence is getting crazier:
Older piece but also still worth the read:
1 image on X
How the call played out · since 07 Sep 2026
Prices as of 23 Oct 2026This piece takes a view on $CODEC, so that move is read against the call.
+123%
Moved with the call · over 7 weeks
- At publication
- $0.00286
- Now
- $0.00639
- vs BTC
- +119%
- After 1 month
- +182%
- High since
- +374% 27 Sep 2026
- Low since
- 0.0% 07 Sep 2026
Since then
Zero has written 3 more pieces on Codec 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
- SimArena at robo.innovate: why a browser simulator matters for CodecOn Codec
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.