The delivery robot stuck at the turnstile wasn’t short on computing power — it was missing an identity.
Yesterday, while waiting in a hotel lobby, I watched a delivery robot freeze at the elevator gate. It had advanced obstacle-avoidance sensors and was connected to cloud-based large models. But it couldn’t pass a simple access control door that required a room card.
The irony was striking.
We’ve built machines that can run, jump, even perform acrobatics — just look at Unitree and Tesla Optimus — yet we drop them into human systems where they can’t move an inch without swiping a badge.
In the physical world, they’re undocumented entities.
That moment made me rethink what
@Fabric Foundation has been doing recently.
Some people dismiss $ROBO as just another AI-themed meme. That completely misses the point.
Fabric isn’t just enabling smarter AI interactions. It’s issuing digital “green cards” to machines that currently have no formal status in our economic system.
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You can’t exactly take a robotic dog from Unitree to a bank and open an account. How would KYC even work — facial recognition on a robot?
Traditional finance was built for carbon-based life. By design, it excludes silicon-based actors.
Yet projections already point to a $150B robotics market by 2026. If identity and payment rails aren’t solved, are we going to assign every robot a human babysitter just to process transactions?
What Fabric and OpenMind AGI are building looks more like a native social layer for machines:
Identity: Cryptographic proof of “I am this machine,” instead of passports and paperwork.
Payments: Real-time, machine-to-machine settlement through Circle’s USDC infrastructure.
Collaboration: Letting Manufacturer A’s robotic arm autonomously contract Manufacturer B’s delivery vehicle.
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To me, this feels like the evolution of DePIN and RWA.
Before, humans verified assets on-chain.
Now, the assets themselves — robots — become on-chain nodes.
When a drone can autonomously buy electricity, pay for maintenance, or rent out its computing power via smart contracts, it stops being a static corporate asset. It becomes a participant in its own micro-economy.
$ROBO, in that context, isn’t just a speculative chip. It’s more like fuel for a machine-native economy. It’s consumed for identity verification and task settlement — which creates structural demand far stronger than abstract governance tokens.
What we’re witnessing could be a decentralization of agency:
From humans commanding machines → to machines coordinating with each other.
Fabric doesn’t aim to be a closed ecosystem like Apple. It’s aiming to become the TCP/IP + Visa layer of the robotics era — open infrastructure for machine interaction.
That’s an incredibly ambitious — and risky — bet.
If it works, it becomes foundational to the Internet of Everything.
If it fails, it’s a costly experiment.
But I’m willing to bet on that silicon-based future — because that robot stuck at the elevator felt like a 1990s computer before it connected to the internet.
#robo @Fabric Foundation $ROBO