物理AI数据引擎公司Axis Robotics完成1200万美元种子轮融资，Hack VC领投
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Opinion: The next phase of crypto may shift towards AI financing infrastructure, with blockchain becoming a key player in the capital market.
According to an analysis by Michael Anderson, co-founder of Framework Ventures, as reported by Odaily Odaily, the core opportunities in the next phase of the crypto industry may no longer be limited to crypto assets themselves, but rather become the financing infrastructure for capital-intensive industries such as artificial intelligence, robotics, and energy, with blockchain becoming the capital layer. Compared to the 2020-2021 cycle centered on DeFi and crypto speculation, tokenization and stablecoins are evolving from native crypto applications into financial infrastructure serving the real economy. They can provide more efficient financing channels for assets such as GPU computing power and energy projects. Currently, there is over $300 billion in on-chain stablecoin liquidity, providing new funding sources for asset-backed lending and enabling traditionally difficult-to-securitize equipment (such as servers and computing hardware) to be packaged as financeable assets. (CoinDesk)
Canopy, an AI-native blockchain development framework, has raised $8.5 million in seed funding, with participation from Fenbushi Capital and others.
PANews reported on June 29th that Canopy, an AI-native blockchain development framework, has completed an $8.5 million seed funding round to fund its mainnet launch and engineering team expansion. Investors include Arrington Capital, Fenbushi Capital, Borderless Capital, and SNZ Capital. Canopy compresses complex application layers into approximately 200 lines of readable code, enabling non-technical founders and AI coding assistants to deploy applications within minutes. Within 12 days of its testnet launch, it attracted nearly 27,000 projects and has already seen over 331,000 deployments. The mainnet is scheduled to launch soon.
Ant Financial, Edfin Financial, and Panrui Capital signed a memorandum of understanding on cooperation in new energy and blockchain finance.
According to Foresight News , citing Aastocks Finance, Ant Financial, Edfin Financial, and Panrui Capital have signed a memorandum of understanding to jointly explore blockchain applications in Hong Kong's green energy sector, leveraging the decentralized and traceable characteristics of blockchain technology to enhance the transparency of ESG and green projects.
Sui: Rated Pokémon cards can be traded on the Sui blockchain via RipStation and exchanged for physical cards.
According to Odaily Odaily, Sui posted on the X platform that rated Pokémon cards can be listed on the Sui blockchain via RipStation, allowing users to trade the asset at any time or exchange it for physical cards.
WEEX Labs: Physical AI and Robotics sectors are active, with supply chain focus attracting attention.
According to Mars Finance, on July 1st, data from WEEX TradFi showed that the performance of US technology stocks has been mixed recently, with funds continuing to focus on Physical AI, robotics, and related supply chains, which have practical application prospects. Specifically, AMD rose approximately 7.7% in the last 24 hours, Symbotic (SYM) rose over 6.6%, Texas Instruments (TXN) rose approximately 4.4%, NVIDIA (NVDA) rose approximately 2.6%, Tesla (TSLA) rose approximately 2.1%, and Analog Devices (ADI) rose approximately 1.4%. WEEX Labs believes that market funds are shifting from a singular focus on computing power to core links in the Physical AI supply chain with practical application prospects. Events such as Tesla's Optimus production line upgrade and NVIDIA's Physical AI Day have continuously strengthened expectations of software and hardware synergy, leading to increased attention on related sectors.
Serenity: The robotics sector is on the verge of explosive growth, with both capital and transactions accelerating.
According to Odaily Odaily, Serenity, the "white-haired stock guru," stated in an article on the X platform that robotics is becoming the next major focus of capital investment. According to PitchBook data from March (cited from a16z's observation), both the number of transactions and the amount of investment in this field have shown a "steep upward" trend, indicating that funds are rapidly converging on the robotics sector. It is worth noting that there is a significant "cross-mapping" effect between current AI infrastructure investment and the humanoid robot industry: many underlying investments related to AI data centers (DCs) are also providing key support for the large-scale deployment of humanoid robots. For example, the relationship between DRAM/NAND and storage/inference capabilities corresponds to the robot's memory and real-time inference capabilities; DFB laser and photonics technologies are directly related to the application of FMCW LiDAR in robot vision and perception systems. The market's main exposure is currently concentrated in upstream components and basic technologies, as well as in the internal projects of large technology companies, such as robotics and automation initiatives within the ecosystems of Amazon and Tesla. Looking ahead, as the technology chain matures, companies specializing in humanoid robots and robot bodies are expected to enter a global IPO window around 2027. The market generally anticipates that the period from the second half of the year to 2027 may mark the beginning of a significant cycle for the securitization of independent robot assets.