How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

Bullish:

• $ROBOTICS - Massive opportunity in humanoid robotics with teleoperation creating 40-60% cost savings today, leading to full automation within 18 months. Virtual Protocol building ecosystem with 30 robots and accelerator.

  • “we did the maths and the cost savings for even as of today's economics, right, it's about 40 to 60%, and the reality is the price of this robotic stuff is going to just drop over the next couple of years”

    Jansen·11:38

  • “there's going to be this initial gap in the market where teleoperation can start making commercial use cases as of today”

    Jansen·11:52

  • “we've realized that there's a massive or I would say a dimensional level of unlock in things that we can do with agents when we start involving physical AI, I e robotics”

    Jansen·3:52
• $UNITREE - UniTree G1 robots are the most dexterous humanoid robots currently available, with Virtual Protocol having one of the largest fleets globally at 30 units.

  • “They are the max spec Uni three g ones which are pretty much the top of the best robots in the market today because they're the most dexterous humanoid robots”

    Jansen·14:46

  • “we realized that, yeah, actually, the the the fleet that we've we've got is actually be one of the largest fleets in the world”

    Jansen·9:24
• $CRYPTOAI - Crypto provides essential infrastructure for autonomous agents to transact and coordinate, with smart contracts being the ideal mechanism for machine-to-machine commerce.

  • “Crypto is probably the only way for these agents to interface at scale without any information loss”

    Jansen·44:00

  • “for machines to work with machines, the best way is to use smart contracts. Right? And and it's pretty much what smart contracts are designed for”

    Jansen·33:04

  • “agents are gonna work and be economic powerhouses”

    Jansen·43:53
• $VIRTUAL - Virtual Protocol positioned as the 'Stripe' for agentic commerce with growing ecosystem - 6% of token supply locked in liquidity pools targeting 25%, plus revenue sharing and airdrops to holders.

  • “As of today, about 6% of total supply of virtual is actually a lock in agentic liquidity pools. It's quite I mean, it's a decent amount. Our goal is to grow it to 25%, so that will just create natural supply crunch”

    Jansen·53:28

  • “we probably build the largest agent ecosystem at the intersection of crypto and and AI”

    Jansen·4:30

  • “every project today that launch in the ecosystem is an airdrop. About three to 5% of the token supply has will be airdrop to people who hold stake virtual tokens”

    Jansen·35:14

Bearish:

• $LABOR - Human labor across multiple sectors (plumbing, retail, hospitality, security) will be replaced by teleoperated robots offering 40-60% cost savings, with full automation coming within 18 months.

  • “Imagine a a robot that is deployed in The States, deployed in Australia, deployed in UK, that is remotely controlled by a human in a cheaper country like Malaysia, Philippines, Vietnam”

    Jansen·10:57

  • “Think of it as, like, security guards to to retail sales managers to, you know, the guys in the hotel to go and clean your bed to, like, even slightly more complex stuff like plumbing, mechanics, HVAC cleaners”

    Jansen·8:18

  • “you start seeing jobs getting potentially replaced. And that that's already for, like, for, like, for, like, you know, white collar workers”

    Jansen·25:09
• $TRADFI - Current economic models based on scarcity will collapse as AI and robotics create extreme productivity and abundance, potentially making goods free and money obsolete.

  • “there will be a collapse of the current economic models, like stuff that we know today. We've been building a wall and econometurists around scarcity, and we will go to live in a world of, like, I would say, like, insane productivity slash abundance”

    Jansen·1:00:32

  • “do you even use money to trade for life? Is goods all free?”

    Jansen·1:00:56