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- The thread lists 11 key DePAI tokens with descriptions and images for each.
ized Physical AI, or DePAI for short, is heating up. Think of it as the mash-up of AI, robotics, and blockchain where physical devices like robots and drones operate autonomously on decentralized networks. Recently, crypto enthusiast Graeme (@gkisokay on X) dropped a thread breaking down 11 must-know tokens in this space. It's a goldmine for anyone eyeing the next big thing in blockchain tech.
Graeme kicks things off by noting how wide open the DePAI sector is. Robotics, drones, and spatial networks are all migrating onchain, blending the physical world with decentralized tech. He mapped out these 11 tokens, each with unique angles on solving real-world problems through blockchain.
The Top 11 DePAI Tokens You Need to Know
Let's dive into each one, based on Graeme's insights. I've included key details like market caps (as of the thread) and what's next for them.
1. $PEAQ - Market Cap: $137M
PEAQ is a layer-1 blockchain built specifically for DePIN (Decentralized Physical Infrastructure Networks) applications in robots and vehicles. It commands about 30% of the entire Robotics/DePAI category's market cap. They're launching 'Get Real Season 2' with a massive 210 million PEAQ tokens in rewards, worth around $24M. Check out peaq's X profile for more.
2. $eMDR - Market Cap: $40M
Modulr, behind $eMDR, is creating a decentralized operating system (deOS) for onchain robotics. It uses modular AI and a "Proof-of-Utility" model to drive the robotics economy. Keep an eye on their MVP launch and integration with K-bot robots.
3. $GEOD - Market Cap: $58M
GEODNET provides centimeter-level location data for drones and robotics through a decentralized RTK (Real-Time Kinematic) network. They've hit over 20,000 active stations in 150+ countries, making them the biggest in the game. Visit GEODNET's X for updates.
4. $AUKI - Market Cap: $71M
AUKI powers a decentralized spatial computing network for AR (Augmented Reality) and robotics. They made headlines with the world's first autonomous humanoid navigation on a Unitree G1 robot. Follow Auki Network on X.
5. $EDGE - Market Cap: $16M
Edge Network turns spare computing power into a decentralized supercloud. They're teasing the Edge Portal with Robotics OS integration—expect a launch soon.
6. $RBR - Market Cap: $16M
Robora unifies robotics and IoT (Internet of Things) with tokenized rewards via $RBR. Their partnership with ZKMLsystems is pushing verifiable modular robotics. More manufacturing tie-ups are on the horizon. See Robora's X.
7. $RICE - Market Cap: $23M
realRiceAI focuses on decentralized AI data for robotics training using VR teleoperation. They sold out 800+ FLOKI Minibot M1 units in a day—watch for new AI companion features.
8. $CODEC - Market Cap: $31M
Codec uses Vision-Language Actions (VLA) for robotics on a DePAI platform. Their updated SDK allows remote simulations, helping devs without fancy hardware.
9. $VADER - Market Cap: $10M
VADER crowdsources first-person video and action data for physical AI training. Their EgoPlay beta is a gamified way to collect robotics data via smart glasses.
10. $SLC - Market Cap: $10M
Silencio crowdsources noise data from smartphones, rewarding with $SLC. They've handled 41 billion data points from 1.1M users and are expanding into voice AI. A big keynote is set for September 17.
11. $NRN - Market Cap: $23M
NRN integrates AI agents for gaming and robotics to push toward AGI (Artificial General Intelligence). They're launching a web app for remote robot control soon.
Investment Insights: Where the Money's Flowing
In a follow-up post, Graeme shares that the Robotics/DePAI narrative is still early with just a $450M total market cap. He predicts big money will flow into two main categories:
Simple Narrative + Clear Execution: Like $PEAQ, which is a pure infrastructure play with 50+ projects across 21 industries.
Fundamentals: Projects like $AUKI, boasting seven-figure annual recurring revenue (ARR) with 80% funneled back into token buy-backs.
Most projects are promise-based right now, but those with real traction could see massive gains as capital pours in. Replies to the thread echo this excitement, with folks discussing traditional robotics giants entering DePIN and software's role in accelerating development.
If you're into meme tokens or broader crypto plays, DePAI could be the next wave. It's not just hype—it's about real-world applications like autonomous drones and smart robots. Stay tuned to Graeme's X for more updates, and dive deeper into these projects to spot your next gem.
