One of the projects that I have been comfortable with recently is this Codec.
At that time, it was about 7M, and the ATH at the high point was also 2 times faster, and I continued to be optimistic about VLA and the Robot track.
A while ago, Google announced a partnership with Apptronik, a Web2 startup, which is a humanoid robot (Apollo) and imported Google DeepMind's VLA model, which raised more than $403M in Series A and has a valuation of 1.5B, which directly proves that the market is extremely optimistic about this technology.
Looking a little further up, companies like Symbotic, which specialize in logistics automation robots, although they do not use VLA models, have a market capitalization of $30B, and the entire Robot + Automation track is bound to be the next market breaking point.
Codec is the VLA model platform itself, which is the "brain core" of the entire intelligent agent, and it is one of the few on web3 that is doing this track.
PUMP 公售結束了，原本我也是大額在Bybit，鏈上只放1/2，最後只有鏈上的打成功，還好沒有提前套保…
話說最近AI社群上很多人在討論 VLA（Vision‑Language‑Action）
特別去研究了一下鏈上項目有沒有人在做VLA相關的，看到了這個 CodecFlow @Codecopenflow 的項目，買了一點。
== CodecFlow這項目在幹嘛 ==
簡單介紹一下VLA，VLA 是一種讓 AI 不只「能說」，而是「能做」的模型架構。
傳統的 LLM（像 GPT）只能理解語言、提供建議，但它不會動手操作、不會點擊畫面、不會抓取物體。
VLA 模型的意思就是整合了三大能力：
1. Vision（視覺）：看得懂畫面、截圖、攝影機輸入或感測器資料
2. Language（語言）：理解人類的自然語言指令
3. Action（動作）：產生可執行的指令，如滑鼠點擊、鍵盤輸入、控制機械手臂
CodecFlow 他們就是在做鏈上的VLA，所有操作流程還可以上鏈，可審計、可驗證、可結算。
簡單來說就是 “AI 機器人” 的基礎架構。
== 為什麼我會特別注意這項目？==
我發現他們的開發者是 VLA 領域最火開源專案 LeRobot 的核心貢獻者！
LeRobot 就是開源界打造 VLA 模型的頂級基地，包含了 SmolVLA 等能在筆電上跑的輕量 VLA。
代表這團隊是真的懂VlA架構懂Robot的。
我看他們也持續的在建設，幣價也穩定的在上漲，我自己是很看好VLA賽道，而且從整體趨勢來看VLA跟機器人在市場上確實是未來。
• Web2 巨頭（Google、Meta、Tesla）目前已全力投入 VLA & 機器人訓練；
• Web3 項目好少有能執行任務的 VLA 應用還非常稀缺
• VLA 有機會在 DePIN、Web Automation、鏈上 AI Agent 執行等場景發揮巨大價值。
CA：69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump
Always DYOR。
I forgot to mention, they have opened early access.
You can apply on this website:
It's reached another ATH, and it's really quite comfortable to see it rise slowly without any rush.
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