Project hub

peaq

12 pieces · Jul 2025 to Oct 2026 · 2 flagship

Sectors

DePIN10 Robotics7 AI5 L1/L23 Privacy1 Solana1

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Coverage per year

62025

62026

Price and coverage

peaq $PEAQ

Calls: 1 bullish
Since first call, bullish: +8.3%
vs BTC: +7.5%
Now: $0.0364

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on peaq

Map14 Aug 2026The Crypto x Robotics Landscape: 30 projects across five layersMap of 30 projects putting the machine economy onchain, grouped into machine-economy infra, robot OS and execution, robot networks and embodied AI, training data, autonomy fuel (sensors and maps) and robot capital. Explicitly not an endorsement list.Thesis19 Aug 2026Why CodecFlow is the most undervalued onchain robotics playArgues Codec is building the AWS/Vercel-style rails for robotics: SimArena (browser simulation), Fabric (per-second GPU mesh), OPTR (runtime) and machine.fun funding. At about $3M FDV, down 90% from launch, the author sees a large gap between shipping and valuation.Market take11 Jul 2025Polkadot ecosystem status: Hydration, Mythos, peaq, PolkaVM, JAM and DOT ETFsSnapshot of Polkadot catalysts: Hydration >$290M TVL, Mythos wallet growth, peaq with 2M users and 3M machine accounts, PolkaVM mainnet expected October, elastic scaling, JAM, and DOT ETF decisions in Nov 2025.

Timeline · every piece, newest first

2026 6

15 Oct 2026Robotics data moat: Microagi at $100M run rate and no internet of actionsArgues robot training data cannot be scraped, so data vendors capture value: Microagi reports a $100M run rate six months in, XDOF is raising at $1.2B and Skild passed $100M ARR. Caveats: self-reported run rate, and demand depends on VC-funded labs.Market takeRoboticsAIDePIN

21 Sep 2026machine.fun thesis: why hardware founders may raise on a launchpad over VCArgues private rounds are broken for hardware builders (vesting overhangs, VCs unable to price hardware) and Codec funded its build from trading fees. machine.fun adds a curated launchpad with SimArena proof, peaq tracking, the Foundry accelerator and fee-funded buybacks.ThesisRoboticsDePIN

08 Sep 2026Five tokens to watch: ARX, ZAMA, NEAR, PEAQ and CODECShort list of five tokens with one-line theses: Arcium's MPC compute, Zama's FHE for institutions, NEAR's agent economy infra, peaq's machine economy base layer and Codec's robotics stack.MapPrivacyAIRobotics

07 Sep 2026machine.fun and Codec: financing machines onchainArgues 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.ThesisRoboticsDePIN

19 Aug 2026Why CodecFlow is the most undervalued onchain robotics playArgues Codec is building the AWS/Vercel-style rails for robotics: SimArena (browser simulation), Fabric (per-second GPU mesh), OPTR (runtime) and machine.fun funding. At about $3M FDV, down 90% from launch, the author sees a large gap between shipping and valuation.ThesisRoboticsAISolana

14 Aug 2026The Crypto x Robotics Landscape: 30 projects across five layersMap of 30 projects putting the machine economy onchain, grouped into machine-economy infra, robot OS and execution, robot networks and embodied AI, training data, autonomy fuel (sensors and maps) and robot capital. Explicitly not an endorsement list.MapRoboticsAIDePIN

2025 6

26 Sep 2025CODEC is coded: recent shipping from the CodecFlow teamLists Codec's recent output: the RoboMove playground, the Operator Kit (optr SDK) with remote simulation and Octo support, a MachineDEX listing on peaq and a hinted NRN Agents partnership. Argues it out-ships robotics projects that raised tens of millions at 9-figure valuations.ThesisRoboticsAIDePIN

01 Aug 2025DePIN projects building on peaq: Silencio, Teneo, MapMetrics and moreLists nine DePIN projects deployed on peaq, from noise mapping (Silencio) and social data (Teneo) to cloud gaming (YOM) and decentralized storage (DeNet). Frames peaq as a leading DePIN ecosystem.MapDePIN

31 Jul 2025peaq explained: L1 for DePIN and machine RWAs on Polkadotpeaq is a Polkadot-powered L1 for DePIN with machine identity, access and payment modules, tokenized Machine RWAs and nanosecond time sync via Universal Machine Time. Cites 6M+ onchain machines and 50+ DePINs.ExplainerDePINRWAL1/L2

31 Jul 2025peaq DePIN ecosystem stats: $3B in devices, 6M machinesCites peaq as the largest and fastest-growing DePIN ecosystem: $3B+ in device value, 6M+ machines, vehicles and robots, 50+ DePINs and 22 industries, built on Polkadot.DataDePIN

14 Jul 2025Niche verticals and network effects: Polkadot and Sei ecosystem playbooksAgrees that public ledgers gain value by picking verticals and building network effects. Polkadot is gaining traction in gaming and data/DePIN, while Sei's gaming push spilled into DeFi with higher TVL and usage after GIGA Sei, a SEI ETF filing and native USDC.Market takeL1/L2DePIN

11 Jul 2025Polkadot ecosystem status: Hydration, Mythos, peaq, PolkaVM, JAM and DOT ETFsSnapshot of Polkadot catalysts: Hydration >$290M TVL, Mythos wallet growth, peaq with 2M users and 3M machine accounts, PolkaVM mainnet expected October, elastic scaling, JAM, and DOT ETF decisions in Nov 2025.Market takeL1/L2DeFiDePIN

Often covered with

Codec13 Polkadot36 machine.fun5 Figure6 CodecFlow11 A1 Research39 Arcium26 Zama17

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