<100 subscribers
Money as Order, Bitcoin as Energy Router
Money is civilization’s most distributed database—an ordering protocol that lets us trade entropy for coherence. Bitcoin extended that idea into the physical world: it turned surplus watts anywhere into immutable ledger entries everywhere. The next leap is to let machines themselves run that arbitrage 24/7—swapping compute cycles, sensor data, battery power and physical labor without human accountants.
Three S-Curves Intersect Right Now
LLMs give robots low-cost cognition
EV and smartphone supply chains drove down motor, lidar and actuator prices
Crypto rails give those robots instant, borderless, trust-free settlement
OpenMind is building the open-source, sovereign stack that sits at the intersection.
OM1 = Android for Robots
Modular, plug-and-play OS that turns perception → plan → act
Model garden lets devs hot-swap SLAM, grasping or LLM policies like DeFi legos
Runs on Unitree, Deep Robotics, Agility, custom drones, rovers, arms
FABRIC = World State + Wallet + Proofs
A shared, cryptographically verifiable “world state” (location, task completion, resource availability)
Location-task proofs use zero-knowledge to avoid leaking sensitive telemetry
Settlement layer natively supports stable-coins; fees paid in any ERC-20 or Pi-coin
M2M & M2H Markets
Robot A bids 0.04 USDC to reserve 5 min of charging slot from Robot B
Delivery bot pays human porter 2 USDC for last-100-m hand-off; proof of delivery updates on-chain before unlock
Bandwidth, storage, tool-time, sensor feeds all trade like cloud spot instances
Why Open-Source Wins the Supply Chain
Export controls, tariffs and IP fragmentation are making closed robot stacks unusable across borders. An open-source, MIT-licensed stack is the only way to keep a global hardware supply chain composable. Like Linux swallowed servers and Android swallowed phones, an open robot OS moves faster than any walled garden.
Early Traction
3 400+ schools already teach OM1 through Robostore (Unitree’s largest U.S. distributor)
Stanford, Berkeley, Oxford, NUS, SNU running pilots; ETH Denver demo packed
Pi Network (50 M KYC’d users) integrating FABRIC for crowd-sourced robot tasks
Humanoid appeared on Nasdaq for launch of KraneShares’ first “Humanoid & Embodied AI ETF”
Primitive’s Pre-Seed Bet
We met founder Jan Liphardt (Stanford Bio-Engineering) in late 2023 when it was two people and a slide deck. Multi-cultural, multi-disciplinary, and native to both crypto and robotics, Jan is the rare founder who can navigate U.S., EU and Asian supply chains while shipping code. We backed the thesis that programmable money + programmable machines = the next trillion-dollar coordination layer.
Call to Builders
If you’re integrating robot arms, legged bots, drones, logistics software or DePIN energy grids, OM1 + FABRIC gives you consensus, identity and settlement out of the box. SDKs are live, grants are open, and the network is still bootstrapping liquidity. Come plug your hardware into the sovereign machine economy.
Money as Order, Bitcoin as Energy Router
Money is civilization’s most distributed database—an ordering protocol that lets us trade entropy for coherence. Bitcoin extended that idea into the physical world: it turned surplus watts anywhere into immutable ledger entries everywhere. The next leap is to let machines themselves run that arbitrage 24/7—swapping compute cycles, sensor data, battery power and physical labor without human accountants.
Three S-Curves Intersect Right Now
LLMs give robots low-cost cognition
EV and smartphone supply chains drove down motor, lidar and actuator prices
Crypto rails give those robots instant, borderless, trust-free settlement
OpenMind is building the open-source, sovereign stack that sits at the intersection.
OM1 = Android for Robots
Modular, plug-and-play OS that turns perception → plan → act
Model garden lets devs hot-swap SLAM, grasping or LLM policies like DeFi legos
Runs on Unitree, Deep Robotics, Agility, custom drones, rovers, arms
FABRIC = World State + Wallet + Proofs
A shared, cryptographically verifiable “world state” (location, task completion, resource availability)
Location-task proofs use zero-knowledge to avoid leaking sensitive telemetry
Settlement layer natively supports stable-coins; fees paid in any ERC-20 or Pi-coin
M2M & M2H Markets
Robot A bids 0.04 USDC to reserve 5 min of charging slot from Robot B
Delivery bot pays human porter 2 USDC for last-100-m hand-off; proof of delivery updates on-chain before unlock
Bandwidth, storage, tool-time, sensor feeds all trade like cloud spot instances
Why Open-Source Wins the Supply Chain
Export controls, tariffs and IP fragmentation are making closed robot stacks unusable across borders. An open-source, MIT-licensed stack is the only way to keep a global hardware supply chain composable. Like Linux swallowed servers and Android swallowed phones, an open robot OS moves faster than any walled garden.
Early Traction
3 400+ schools already teach OM1 through Robostore (Unitree’s largest U.S. distributor)
Stanford, Berkeley, Oxford, NUS, SNU running pilots; ETH Denver demo packed
Pi Network (50 M KYC’d users) integrating FABRIC for crowd-sourced robot tasks
Humanoid appeared on Nasdaq for launch of KraneShares’ first “Humanoid & Embodied AI ETF”
Primitive’s Pre-Seed Bet
We met founder Jan Liphardt (Stanford Bio-Engineering) in late 2023 when it was two people and a slide deck. Multi-cultural, multi-disciplinary, and native to both crypto and robotics, Jan is the rare founder who can navigate U.S., EU and Asian supply chains while shipping code. We backed the thesis that programmable money + programmable machines = the next trillion-dollar coordination layer.
Call to Builders
If you’re integrating robot arms, legged bots, drones, logistics software or DePIN energy grids, OM1 + FABRIC gives you consensus, identity and settlement out of the box. SDKs are live, grants are open, and the network is still bootstrapping liquidity. Come plug your hardware into the sovereign machine economy.


Share Dialog
Share Dialog
No comments yet