Why Virtuals Protocol Wants to Make It Easier to Deploy Humanoid Robots

Watch on YouTube ↗  |  February 23, 2026 at 16:56  |  1:04:02  |  Unchained (Chopping Block)

Summary

  • Virtuals Protocol is pivoting from purely digital AI agents to physical humanoid robots via "Eastworld Labs," a new accelerator/incubator.
  • The core thesis relies on "Teleoperation" as the bridge to full autonomy: using low-cost labor (e.g., Philippines) to pilot robots in high-cost regions (e.g., US/Australia) for a 40-60% cost arbitrage immediately.
  • Virtuals Protocol monetizes this via a 1% tax on token trading volume for every robot/agent launched, with 30% of that tax flowing to the protocol treasury.
  • The ecosystem is primarily built on the Base blockchain, though they are integrating Solana to mitigate gas spikes and congestion.
Trade Ideas
Jansen Tang Co-founder of Virtuals Protocol 9:58
Tang argues that full AI autonomy is years away, but "remote teleoperation" is viable today. He cites a "wage arbitrage" opportunity where labor in low-cost countries (e.g., Malaysia, Philippines) controls robots in high-cost countries (e.g., US, Australia) for tasks like security, cleaning, and retail. This creates a "Business Process Outsourcing" (BPO) model for physical labor. Companies that facilitate this teleoperation infrastructure or supply the hardware (Unitree G1s mentioned) stand to capture the 40-60% cost savings margin between developed and developing market wages. LONG. This is a practical, immediate use case for humanoid robots that bypasses the technical bottleneck of full AGI, allowing for immediate revenue generation. Latency issues in teleoperation, hardware maintenance costs, and potential political backlash against "outsourcing physical jobs."
Jansen Tang Co-founder of Virtuals Protocol
While committed to Base, Tang admits that during high-traffic periods, gas spikes on L2s can stall their network. Consequently, they have integrated Solana support for the Agent Commerce Protocol. If Ethereum L2s cannot solve the sequential processing/gas spike issues for high-frequency agent commerce, protocols will migrate liquidity to high-throughput chains like Solana. WATCH. Monitor if Virtuals' volume shifts significantly from Base to Solana, which would signal a broader trend of AI agents preferring Solana's architecture. Solana network outages or congestion issues.
Up Next

This Unchained (Chopping Block) video, published February 23, 2026, features Jansen Tang discussing BPO, ROBO, SOL. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jansen Tang  · Tickers: BPO, ROBO, SOL