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$UNITREE

9 pieces · Aug 2026 to Aug 2026 · 5 flagship

Sectors

Robotics7 Perps7 Hyperliquid5 AI4 Tokenized stocks1 Solana1

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92026

Start here · the strongest pieces on $UNITREE

Breakdown20 Aug 2026Hyperliquid ecosystem briefing: 14 days of regulation, HIP-3/4, RWAs, revenueSeven-part recap of two weeks on Hyperliquid: US regulatory signals, xStocks and spot equities on HyperCore, HIP-3 deployer competition, HIP-4 rollout, AQAv2 yield accrual, HyperEVM and distribution via Coinbase. Concludes no other ecosystem has this level of activity.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.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.

Timeline · every piece, newest first

2026 9

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

20 Aug 2026Entropy's ANTH pre-IPO perp on Hyperliquid: $1.83T implied valuationEntropy's HIP-3 ANTH perp prices Anthropic at about $1.83T, roughly 90% above the $965B Series H but about 9% below the $2T+ IPO target reported by the FT. Compares the setup to the Unitree pre-IPO perp.DataHyperliquidPerpsAI24 likes

20 Aug 2026Hyperliquid ecosystem briefing: 14 days of regulation, HIP-3/4, RWAs, revenueSeven-part recap of two weeks on Hyperliquid: US regulatory signals, xStocks and spot equities on HyperCore, HIP-3 deployer competition, HIP-4 rollout, AQAv2 yield accrual, HyperEVM and distribution via Coinbase. Concludes no other ecosystem has this level of activity.BreakdownHyperliquidPerpsTokenized stocks49 likes

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.ThesisRoboticsAISolana29 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

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Unitree12 Hyperliquid113 trade.xyz9 DeepSeek10 Anthropic11 Entropy5 CodecFlow11 Meta5

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