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Unitree

12 pieces · Aug 2025 to Oct 2026 · 4 flagship

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Robotics12 AI6 Perps5 Hyperliquid4 DePIN2 Market structure1

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Start here · the strongest pieces on Unitree

Thesis12 Aug 2026Robotics szn: three bets via Unitree perp, BOT closed-end fund and CODECLays out three ways to play the Unitree IPO: the HIP-3 perp as the ignition bet, BOT (a closed-end fund at about 2.9x NAV) as equity beta, and CODEC as the crypto play. Notes the IPO prices Unitree at 219x earnings and the perp implied about $35B.Map13 Aug 2026Humanoid robot race: valuations of 90 companies across US, China, EuropeLineup of 90 physical AI companies with valuations by region (US, China, Europe, rest of Asia), backed by a sourced spreadsheet as of Aug 13, 2026. Flags that some marks are stale or in-talks, e.g. Boston Dynamics at $3.4B is only an old put-option reference.Breakdown21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.

Timeline · every piece, newest first

2026 11

15 Oct 2026Robotics primer: why robo szn is happening now and crypto's three lanesRobotics capital arrived before understanding: Unitree ~$50B, Figure $39B, Skild $14B. Argues the brain is commoditised, actuators are 40 to 60% of humanoid BOM, the moat is teleop data, and crypto's lanes (provenance, capital formation, coordination) total under $1B.ThesisRoboticsAI34 likes

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.ThesisRoboticsDePIN52 likes

21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.BreakdownAIRoboticsPerps24 likes

19 Aug 2026After Unitree: the humanoid robotics IPO pipeline in China and the USMaps the next robotics listings after Unitree: AgiBot (HK IPO, $5-6.4B target), Galbot, X Square, Deep Robotics, Leju and Agility Robotics via SPAC. Expects pre-IPO perps on Hyperliquid for some of them.BreakdownRoboticsMarket structurePerps32 likes

16 Aug 2026Unitree IPO demand: 8,289x oversubscribed, $1.1T bid for $905MNumbers on the Unitree STAR Market IPO: 9.78M retail investors bid $1.1T+ for a $905M raise, a 0.018% win rate, valued at 219x earnings and 36x sales. Positions it as a possible kickoff for a robotics season, tradable via Hyperliquid perps.DataRoboticsHyperliquidPerps30 likes

13 Aug 2026Humanoid robot race: valuations of 90 companies across US, China, EuropeLineup of 90 physical AI companies with valuations by region (US, China, Europe, rest of Asia), backed by a sourced spreadsheet as of Aug 13, 2026. Flags that some marks are stale or in-talks, e.g. Boston Dynamics at $3.4B is only an old put-option reference.MapRoboticsAIOther29 likes

12 Aug 2026Robotics szn: three bets via Unitree perp, BOT closed-end fund and CODECLays out three ways to play the Unitree IPO: the HIP-3 perp as the ignition bet, BOT (a closed-end fund at about 2.9x NAV) as equity beta, and CODEC as the crypto play. Notes the IPO prices Unitree at 219x earnings and the perp implied about $35B.ThesisRoboticsPerpsHyperliquid33 likes

09 Aug 2026Unitree vs Figure: pre-IPO perp math and risks on Hyperliquid HIP-3Adds to Louround's take that Unitree ($9B, profitable) and Figure ($39B, no revenue) cannot both be right. Computes about $35.4B implied valuation from an $87.4 perp price and lists risks: cooling growth, falling ASPs and the FCC ban.Market takeRoboticsPerpsHyperliquid21 likes

22 Jun 2026China AI map: model labs, chips and robotics beyond ZHIPU and MINIMAXLandscape of Chinese AI exposure in four buckets: LLM labs, AI chips, robotics and a zoom-out. Zhipu plus MiniMax (~$140-175B) are worth under a fifth of Anthropic ($965B), yet multiples are extreme (ZHIPU above 1,000x sales).MapAIRoboticsHyperliquid19 likes

11 Feb 2026Robot skills vs robot apps: what a robot app store would sellArgues the practical unit of a robot app store is installable skills: parameterized, monitorable, safely stoppable behaviors with a clear contract for inputs, parameters, feedback and safe stop. Cites Unitree's late 2025 App Store beta.ExplainerRobotics16 likes

26 Jan 2026Openmind OM1: an AI-native runtime for cross-hardware robot agentsOM1 aims to replace per-robot custom integration with a reusable runtime where an agent is defined once and hardware or middleware connectors are swapped via plugins. Supports ROS 2, Zenoh and CycloneDDS.BreakdownRoboticsAI15 likes

2025 1

05 Aug 2025RoboMove: crowd-trained humanoid robot policies logged onchainExplains RoboMove, where users tweet commands to a livestreamed Unitree G1 and attempt videos feed a learning loop that updates the robot policy. Every command and action is logged onchain, creating provenance and a path to a marketplace for robot policies.BreakdownRoboticsAIDePIN42 likes

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