Air attacks on the country’s power grid and gas infrastructure aim to make swathes of its east uninhabitable, undermining industry and encouraging mass emigration and panic https://t.co/4CyRonOZqVPhoto: Getty Images https://t.co/3zweKnWbrY ...

virtuals protocol captures 10% of $40m monthly agent revenue through comprehensive infrastructure. x402 offers payment headers and no token. virtual at $2.1b with 8,000 deployed agents generating real fees. x402 ecosystem tokens pumped 771% on zero sustained volume then collapsed 65%. developers need coordination, escrow, verification, not just payments. infrastructure wars are won by shipping complete products ...

Company Overview & Funding - Crusoe's valuation has more than tripled in less than a year, reaching over $10 billion [1][6] - The company raised $1.4 billion in its latest funding round with investors including Peter Thiel's Founders Fund, Salesforce Ventures, and Nvidia [1][6] - Crusoe's core mission is accelerating the abundance of energy and intelligence [4] - Crusoe is named after Robinson Crusoe, embodying innovation with resources [18] AI Infrastructure & Energy Demand - The AI boom is driving tremendous demand for power, inspiring innovation and capital investment in the energy sector [5] - Every customer is compute constrained, leading to bottlenecks in chips and energy infrastructure [17] - Long-term commitments (15-20 years) are being made to build AI infrastructure [8] - The most uncertain question is the depreciation schedule for chips due to rapid hardware releases [10] - There is still tremendous demand for historical and legacy generations of chips, not just the newest ones [10][11] Energy Strategy & Location - Crusoe takes an energy-first approach to building infrastructure, locating in areas with abundant energy [18] - Crusoe built in Abalene, Texas, a market with abundant renewables and negative energy pricing [19] - Mega-scale AI infrastructure projects are being built in energy-rich locations like Texas, Louisiana, and Wyoming [20]

[संगीत] व्हाट इज योर फर्स्ट प्रायोरिटी. थिंक अबाउट इट। योर फर्स्ट प्रायोरिटी टू गेट अ डिग्री प्रोबेब्ली। सेकंडली गेट अ इंटर्नशिप अ पेड वन एंड लास्टली गेट अ जॉब। दैट्स व्हाट यू आर लुकिंग फॉर। दैट्स व्हाई यू आर सिंग हियर। एंड राइट नाउ द टेक इज़ चेंजिंग। टेक इट चेंजिंग इट हाईएस्ट स्पीड पॉसिबल एंड मी फ्रॉम द बैकग्राउंड इटसेल्फ आई कैन श्योरली से देयर आर फ्यू थिंग्स इफ यू अंडरस्टैंड देम राइट यू गोना बी हैविंग अ एक्सेप्शनल एडवांटेज ओवर द पीपल हु आर नॉट सिटींग हियर एंड नॉट लिसनिंग दिस सॉरी आर रेडी फॉर दिस यस ऑर नो य ...

RT sub0 (@Polkadotsub0)Wave five speakers are out.Governance, data & infra. Hear from the very best at sub0:@davidzmorris, CEO, @trithemiuscomms@alice_und_bob, Founder, https://t.co/Amoyw7kHU3@aricoin1, CTO and Co-founder, @justokenglobal@diegotrefny, Product Strategy Director, @dh3_tm@charliekavanz, Growth, @nansen_ai@RyanDinh8, Head of BD, @subwalletappVladimir Kislinskii, Co-Founder, @JamtonNetwork@MariaUniqueNet, Engineering, @Unique_NFTchain@AlsieLC, Marketing, @Dune@cisco_aguirrep, Engineer, @parityte ...

The way the demand comes through the market right now is it's sort of bifurcated in a lot of ways, right. Like you've got one driver of demand that's coming from the most enormous companies in the world, the largest labs in the world. You know, and, you know, your opening ISE, your mistrials or all of them together.And they're they're they are very kind of tech forward kind of thinking about how they're going to do to address this. And then in addition to that, you've got a host of startups, you've got a ho ...

The platform engineering startup Shuttle announced $6 million in seed funding to handle the infrastructure problems that start where products like Lovable and Cursor leave off. https://t.co/r1cdcwaLZX ...

magicblock achieved 50ms onchain gaming latency with ephemeral rollups. processed 120k transactions in 20 minutes during stress tests. solana's 400ms down to 50ms changes everything for real-time gaming. infrastructure that killed axie in 2021 is solved. no token yet, no games shipped. you're betting game developers can execute on infrastructure that finally works. the tech is ready, the games aren't ...

So to start, Rob, your reaction to the deal that the president did with Australia on Rare and what it signals to you more broadly about what they'll do in supply chain. Yeah, well, as you highlighted, so the supply chain is really important. You need more rare earth minerals to come to the US for, for consumer electronics and, and really just the evolution of of everything including air.And so the rare earths supply chain needs to really develop kind of like the energy supply chain has evolved. And if you t ...

Core Insights - Thematic ETFs are designed to capture long-term investment themes that are not fully represented by traditional market or sector approaches, utilizing quantifiable measures like revenue and market share to identify key players [1] - Thematic investing remains popular as investors seek exposure to emerging trends, with global flows into thematic ETFs exceeding $21 billion year-to-date, marking the strongest inflows since 2021 [2] Thematic Categories Defense - The Select STOXX Europe Aerospace & Defense ETF (EUAD) leads the U.S. defense category with a year-to-date return of 84.8%, followed closely by the Global X Defense Tech ETF (SHLD) at 82.5% [4] - Notable ETFs in the defense sector include: - EUAD: Total Assets $1.24 billion, YTD Return 84.82%, Expense Ratio 0.50% [5] - SHLD: Total Assets $5.33 billion, YTD Return 82.46%, Expense Ratio 0.50% [5] - NATO: Total Assets $62.78 million, YTD Return 51.59%, Expense Ratio 0.35% [5] Artificial Intelligence - The Roundhill Generative AI & Technology ETF (CHAT) is the top performer in the AI-themed ETFs with a YTD return of 53.6%, nearing $1 billion in assets [6] - Other significant AI ETFs include: - CHAT: Total Assets $959.31 million, YTD Return 53.61%, Expense Ratio 0.75% [7] - AIS: Total Assets $74.82 million, YTD Return 52.29%, Expense Ratio 0.75% [7] Infrastructure - The iShares Emerging Markets Infrastructure ETF (EMIF) leads the infrastructure category with a YTD return of 23.6% [8] - Key infrastructure ETFs include: - EMIF: Total Assets $7.61 million, YTD Return 23.63%, Expense Ratio 0.60% [8] - INFR: Total Assets $10.75 million, YTD Return 21.36%, Expense Ratio 0.59% [8] Fund Flows and Investment Sentiment - Positive fund flows indicate favorable sentiment towards specific investment categories, with defense, AI, and infrastructure ETFs benefiting from significant inflows this year [9] - A study suggests that real-time flow data can enhance investment returns, emphasizing the importance of due diligence in ETF selection [10]