When the new EV-making force brings humanoid robots onto the production line, embodied intelligence has truly entered an industrial singularity!

Xpeng’s first general-purpose humanoid robot production line has been launched in Guangdong. Its automation rate exceeds 80%, enabling robots to build robots, with full-scale mass production scheduled to begin by year-end. Many people are still watching robots do backflips, but the industrial logic has already changed completely: once manufacturing costs drop off a cliff, the physical world will welcome millions of autonomous intelligent agents.

The question is, for these steel workers that don’t have IDs or bank cards—when it comes to charging, renting compute power, and getting paid for daily services—what payment method will be used? Traditional banking systems simply can’t handle the vast number of high-frequency micro-payments. The only native layer that can support this is on-chain stablecoins and smart contracts (M2M settlement).

The endgame of an explosive boom in embodied intelligence will inevitably be a comprehensive surge in machine-native finance. In the future, the vast transaction activity and settlement bandwidth provided to public chains will very likely be 90% or more—not human beings, but autonomous intelligent agents that never get tired and keep running!

What do you think about the convergence of physical AI and Web3?

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