原标题:《2026 机器人赛道实战:谁在修路,谁在挖矿,谁在造系统?》 最具代表性的三个项目:peaq、PrismaX 和 OpenMind。它们分别占据了机器人经济的三个不同生态位。 在 2026 年的加密叙事中,AI 与物理基础设施(DePIN)的结合 —— 即“具身智能”(Embodied AI)正在成为新的战场原标题:《2026 机器人赛道实战:谁在修路,谁在挖矿,谁在造系统?》 最具代表性的三个项目:peaq、PrismaX 和 OpenMind。它们分别占据了机器人经济的三个不同生态位。 在 2026 年的加密叙事中,AI 与物理基础设施(DePIN)的结合 —— 即“具身智能”(Embodied AI)正在成为新的战场

2026机器人赛道实战:修路、挖矿与造系统的三方角力

2026/02/18 18:43
16 min read

原标题:《2026 机器人赛道实战:谁在修路,谁在挖矿,谁在造系统?》

在 2026 年的加密叙事中,AI 与物理基础设施(DePIN)的结合 —— 即“具身智能”(Embodied AI)正在成为新的战场。市场不再满足于单纯的炒作概念,而是开始寻找能够落地的应用场景。

2026机器人赛道实战:修路、挖矿与造系统的三方角力

本文选取了当前赛道中热度最高且最具代表性的三个项目:peaq、PrismaX 和 OpenMind。它们分别占据了机器人经济的三个不同生态位。我们将抛开营销话术,通过实际数据和案例来分析它们的现状与潜力。

TL;DR

  • peaq ($PEAQ): 专注于网络基础设施与资产代币化。核心看点是“真实收益”(Real Yield),其生态内的自动化农场已向 NFT 持有者发放现金流。当前市值约 3500 万美元,被市场视为低估的基础设施标的。
  • PrismaX: 专注于AI 训练数据与人机协作。核心看点是 a16z 领投的 1100 万美元背景,以及“通过远程控制机器人赚取积分”的空投预期。它解决了机器人最稀缺的“物理世界交互数据”问题。
  • OpenMind ($ROBO): 专注于操作系统与应用分发。核心看点是“机器人的 Android 系统”叙事及 4 亿美元 FDV 的高估值争议。它试图建立统一的机器人应用商店标准。

1. peaq: 让机器赚钱的 Layer-1 网络

定位: 专为机器经济(Machine Economy)设计的 Layer-1 区块链。 核心逻辑: 机器不仅是工具,更是能够拥有钱包、签署交易、赚取收入的经济实体。这类似于让每台设备都成为一个自动赚钱的智能体。

实质案例1:代币化的“机器人农场”

在大多数 DePIN 项目还在卖节点的阶段,peaq 已经拿出了实际产生现金流的案例。

2025 年底,peaq 生态上的项目在香港启动了全球首个代币化机器人农场(Robo-farm),使用自动化机器人种植水培蔬菜。它的运作逻辑非常简单直接:

  • 用户购买代表农场份额的 NFT。
  • 农场机器人工作,种植并销售蔬菜。
  • 销售产生的收入(真实世界的法币收益)被转化为稳定币。
  • 收益直接链上分发给 NFT 持有者。

根据链上数据和社区反馈,2026 年 1 月底,该农场完成了第一笔收益分发:

  • 分发金额:单个大户晒出的收益约为3820 USDT
  • 年化收益(APY):早期参与者测算约为18%

这种“不靠代币通胀,靠卖菜赚钱”的模式,对于当下追求稳定和低风险的加密行业投资者而言, RWA(现实世界资产)的落地案例绝对是一剂强心针。

实质案例2:代合作伙伴与工业级验证

peaq 已与多家商业巨头合作:

  • Bosch(博世):合作方向是物联网传感器与去中心化身份(peaq ID),测试设备自动记录数据并上链,未来可能让家电或工业设备出厂自带“钱包”。
  • Mastercard(万事达卡):探索支付网关集成,使传统法币系统与 peaq 的机器钱包对接(例如,电动车充电后用信用卡支付,后台通过 peaq 结算)。
  • Airbus(空客):曾测试供应链跟踪。

这些合作目前更多是技术验证(PoC),尚未大规模商用产生巨额营收,但它们证明了 peaq 的技术标准能够满足工业级的安全需求,这是其他项目无法比拟的。

基本面与市场表现(数据截至 2026-02-15)

  • 当前价格: ~$0.019
  • 流通市值 (MC): ~$3,425 万美元
  • 全流通估值 (FDV): ~$7,800 万美元
  • 生态规模:已有 50 至 60 多个 DePIN 应用 正在运行或开发中 生态系统连接了超过 200 万至 520 万台 物理设备、机器人和传感器 行业覆盖跨越了 21-22 个行业,包括移动出行(EV 充电、导航)、能源、电信、农业和智能城市等
  • 风险点:作为 Layer-1,代币主要用于 Gas 和质押,需生态应用爆发支撑币价;总供应量较大(约 43 亿),可能面临通胀压力。

peaq 的优势在于商业闭环已跑通,且有工业巨头背书。FDV 不到 1 亿美元,相比其他 AI 基础设施项目估值较低,适合看好基础设施的稳健型配置。

2. PrismaX: a16z 加持的数据金矿

定位: 基于人机协作(RLHF)的 AI 机器人数据层。 核心逻辑: 机器人变聪明需要大量数据,PrismaX 让普通人远程控制机器人完成任务,以此生成高质量的训练数据,并给予用户激励。这解决了 AI 模型的“最后一公里”问题——从数字智能到物理智能的跨越。

实质案例:远程操作(Teleoperation)

PrismaX 建立平台,让用户通过网页远程控制真实机械臂(如实验室中的设备):

  • 用户操作机械臂完成动作(如移动物体)。
  • 系统录制操作数据。
  • 数据卖给机器人公司训练 AI。
  • 用户获得积分(Points),未来兑换代币。

这种“Play-to-Train”(边玩边训练)模式不同于传统“算力挖矿”,需要用户付出真实劳动,数据含金量更高,形成数据飞轮:更多用户参与 → 更多数据 → 更好模型 → 更高效操作 → 更多用户。

基本面与市场表现(数据截至 2026-02-15)

  • 融资背景: 种子轮融资 1100 万美元,由顶级风投 a16z 领投,Virtuals Protocol 参投。
  • 当前阶段:积分系统与空投预期阶段,用户可通过每日签到、白皮书测验、付费训练($99)获取积分。
  • 生态规模: 远程操作参与者已有超过 500 人 完成了远程机械臂操作,覆盖全球多个地区; 可操作的机械臂:上线了 2 套完整系统(Unitech Walker "Tommy" 和 "Bill"),用户可直接交互
  • 风险点:目前大量“撸毛工作室”涌入刷积分。如果项目方无法有效筛选出高质量的训练数据,那么这些积分将变得毫无价值,最终导致空投变现时的剧烈抛压。 远程操作的数据质量是否真的能训练出商用级别的机器人,目前行业内仍有争议。

PrismaX 的核心吸引力在于用 a16z 的背书 + 独特的"数据飞轮"机制,以零成本参与的方式切入机器人训练最稀缺的环节。有a16z 背书和独特机制使其成为早期 Alpha 机会。

3. OpenMind:机器人的安卓系统

定位: 机器人的通用操作系统(OS)与应用商店。 核心逻辑:解决机器人硬件碎片化问题,让开发者写一次代码就能在不同品牌机器人(如 Unitree、Fourier)上运行,类似于手机行业的 Android 系统。

实质案例:App Store 初具雏形

OpenMind 已经推出了应用商店,并于近期公布了与10 家具身智能公司的合作, 主要集中在中美头部厂商, 如:

  • Unitree (宇树科技):机器狗领域的领头羊。
  • Fourier (傅利叶智能):专注于人形机器人。
  • UBTECH (优必选):人形机器人第一股。
  • Deep Robotics (云深处):工业级四足机器人。

详情:https://x.com/openmind_agi/status/2015671520899817620?s=20

根据 2026 年 1 月底及 2 月初的多份官方报道,OpenMind 机器人 App Store 在启动时共包含 5 款实时运行的应用 , 其核心聚焦领域如: 自主移动(Autonomous Mobility), 社交互动(Social Interaction), 隐私保护(Privacy Protection), 教育与技能培训等。

虽然目前上线的硬件数量不多,但证明了其“跨硬件运行”的技术逻辑是跑得通的。

基本面与市场表现(数据截至 2026-02-15)

  • 最新一轮融资:Pantera Capital、Sequoia China 等顶级机构参投
  • 上轮融资估值:约 2 亿美元
  • Kaito Launchpad 预售估值:4 亿美元 FDV(翻倍溢价)
  • 生态规模:App Store 应用数:5+ (截至 1 月末); 硬件合作伙伴:10+ 家国际/国内头部厂商; 全球范围内已有超过 1,000 名 开发者加入生态系统
  • 风险分析: 高估值低流通:4 亿 FDV 开盘估值偏高,透支二级市场空间,且面临早期 VC 解锁压力。 巨头竞争:传统的机器人厂商(如特斯拉 Optimus)倾向于用封闭系统(像苹果 iOS)。OpenMind 这种开源的 Android 模式能否在巨头夹缝中生存,取决于能否拉拢足够多的中腰部厂商。

OpenMind 目前处于“小切口、广兼容、高上限”的战略阶段。虽然应用数量尚处于起步期,但其向下完成了 10 家硬件厂的覆盖,向上通过千名开发者构建了技术底座 。其真正的潜力在于它为全球硬件提供了一个统一的认知层,并利用去中心化网络解决了 AI 训练最难的数据难题。一个能像手机一样随时更新技能、并在机器之间共享知识的未来,已经通过这个 App Store 初现端倪。

综合对比分析

为了更直观地理解这三个项目的差异,我们从核心维度进行横向对比:

2026 年,去中心化的"具身智能"应用不再是一个概念,而是正在发生的现实。本文分析的三个项目,恰好代表了这一新兴赛道中最具代表性的三个生态位 —— 网络层、数据层、系统层。

想象一个 2026 年底的场景:一个自动化农场的机器人在工作。这个机器人之所以能高效运转,需要三个层级的支撑:

①数据支撑(PrismaX):它怎么学会了"怎么种菜"?通过 PrismaX 的远程操作员教它的。1000 个全球操作员的 teleoperation 数据,让 AI 模型学到了完整的农业操作逻辑。

②系统支撑(OpenMind):这个机器人是哪个品牌的?它怎么和其他品牌机器人竞争?它运行在 OpenMind OS 上,可以从 App Store 下载"农业优化 App",与其他品牌的机器人在同一个系统上竞争。

③网络支撑(peaq):这个机器人赚到的钱怎么分配?农场销售水培蔬菜产生的 USDT,通过 peaq 网络的智能合约自动结算,按照 NFT 份额分配给所有者。

这三个层级缺一不可。 没有 PrismaX 的数据,机器人就无法变聪明;没有 OpenMind 的系统,应用就无法跨平台部署;没有 peaq 的激励,参与者就没有动力维持整个循环。

反过来,当这三层协作时,就形成了一个正反馈——参与者增加→数据质量提升→应用效果更好→经济激励更高→吸引更多参与者。这正是 Web3 与物理世界结合的核心价值。

2026 年机器人赛道的机会,不在于哪一个项目会成为"赢家",而在于这三个层级如何协作,将具身智能从概念推向规模化应用的过程中。

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