Serenity: Unitree’s Listing Provides Valuation Benchmark for Humanoid Robot Companies

Ultra points out that Kaito Pulse uses hashing to fingerprint users’ GPU rendering, hardware models, and hardware test sounds, binding this unique combination to their X account. The tool can also capture users’ full browsing history, feed hover times, clicks, and follow status, sending heartbeat packets with activity detection every 30 seconds. Additionally, it can read Claude and ChatGPT subscription plans and their usage ratios, automatically click to access ChatGPT’s Usage page, and automatically navigate to Binance’s Positions tab, re-sending login requests to retrieve wallet balances, futures positions, profit and loss, and deposit/withdrawal history. Kaito AI announced yesterday its new browser extension product Kaito Pulse, which aims to bring off-platform activities directly into the native X timeline.

Today, Unitree Robotics went public, with its share price surging 486.12% in the morning session and trading volume exceeding 17.7 billion yuan. However, likely due to adjustments in overseas markets, the three major A-share indices opened lower and trended downward in the morning. As of midday close, the Shanghai Composite Index fell 1.96%, the Shenzhen Component Index dropped 3.97%, the ChiNext Index declined 4.98%, and the STAR 50 Index slid 6.07%. The combined trading volume of Shanghai and Shenzhen bourses in the morning session reached 1.62 trillion yuan, down 18.2 billion yuan from the previous trading day. Over 4,900 stocks across the market declined. On the market front, the humanoid robot concept sector slumped: Shangwei New Materials fell 18.75%, and more than 20 stocks including Jiangsu Beiren, Phoenix Precision, Leader Tech, and Changsheng Bearing dropped over 10%. The MLCC concept, CPO concept, and memory chip sectors led the declines, with multiple stocks including Shengke Communication, VeriSilicon, Sino-Giant, Xice Testing, ACM Research Shanghai, and Hua Hong Semiconductor falling more than 10%.

A whale is chasing the $UNITREE rally and betting on $150. Whale 0x761f opened a 1x long on 23,112 $UNITREE($2.93M) and set a take-profit order at $150.

According to on-chain analyst Ai Yi (@ai_9684xtpa), two multi-sig addresses linked to the Ondo team have deposited tokens worth $4.42 million into Coinbase over the past 10 hours. The addresses have allegedly sold $29.94 million worth of ONDO over the last 30 days, and currently still hold $12.68 million worth of ONDO on-chain.

The South Korean won broke above the 1400 level against the US dollar, marking the first time since October last year.

A mysterious whale (0x6910) deposited 2M $USDC into Hyperliquid and placed a limit order to long 55,556 $UNITREE($5M) at $90.