Who gives a flock about British sheep? On “The Intelligence”, why wool, a commodity that once enriched English towns, is making a comeback https://t.co/ze9RUOvL8I https://t.co/w1IituwK8j ...

2025 has seen record highs set across a wide range of markets and assets, but one notable absentee from the party has been oil. What's going on with the world's most important traded commodity, and is it set to turn around any time soon? https://t.co/wx20vlazwg ...

AI is is the displacement of this cycle, right. If the internet was was the displacement idea of the 90s, certainly it's AI right now. I'd rather be long the companies that are producing the magic from the chips than the landlords of where the chips reside.Right. So, if this is going to truly be revolutionary, and it probably will be, um, I think you're going to have to see stuff coming out of the hyperscalers and open AI and and real really interesting applications that can be monetized. I think a lot of i ...

Core Insights - The U.S. ETF industry reached a record $12.7 trillion in assets, driven by sustained inflows from commodities and crypto ETFs [1][2] - In September 2025, the top 10 U.S. exchange-traded products added $803 million, with the VXX fund leading the inflow at $272.99 million [1][2] - Year-to-date inflows for ETFs reached $951.27 billion, surpassing last year's record of $740.78 billion [2] ETF Performance - U.S. ETF assets increased by 22.7% from $10.35 trillion at the end of 2024 to $12.7 trillion [2] - September 2025 marked the second highest monthly inflow ever, with ETFs pulling in $152.5 billion [2] - ETFs have experienced net inflows for 41 consecutive months, indicating strong investor interest despite market uncertainties [3] Crypto ETF Trends - Grayscale's Bitcoin Mini Trust attracted $140.66 million, while its Ethereum counterpart added $78.54 million, totaling nearly $220 million in inflows [3] - Digital-asset ETFs have transitioned from niche products to mainstream investments, with Grayscale's BTC Mini Trust managing $5.46 billion and ETH counterpart overseeing $3 billion [5] Commodity ETF Activity - Gold remains a popular hedge, with the VanEck Merk Gold ETF adding $101.66 million [4] - Commodity funds, including copper and natural gas, saw inflows driven by increased interest in raw materials [4] Future Outlook - The ETF industry is expected to set another record by the end of 2025, with spot crypto ETFs and tokenization-themed products likely to drive growth in Q4 [6] - ETF launches in the U.S. are accelerating, with issuers introducing new products across various sectors to meet rising demand [6] New ETF Developments - Volatility Shares filed for 27 new leveraged ETFs with the SEC, aiming to provide 3x and 5x exposure to leading tech and crypto-linked stocks [7]

AI Compute Demand & GPU Market - AI compute demand is growing at twice the rate of efficiency growth, potentially leading to GPU shortages [1] - To meet current AI compute demand, an estimated $500 billion must be invested in data centers annually until 2030 [2] Crypto Protocols Benefiting from GPU Demand - Livepeer, a decentralized video streaming network, benefits from GPU resources for video transcoding and processing [1] - Several crypto protocols are positioned to capitalize on GPU demand, including GPU-backed lending protocols like USDai_Official, enterprise GPU yield tokenization platforms like gaib_ai, DePIN GPU clouds like AethirCloud, and GPU compute providers for 3D rendering like Rendernetwork [2] - Other protocols include ionet (compute provider), 0G_labs (modular L1 with GPU clusters), SpheronFDN (compute marketplace), akashnet_ (cloud computing marketplace), and Theta_Network (decentralized video rendering and AI inference) [2] TAO + Subnets - TAO subnets like chutes_ai (SN 64), lium_io (SN51), neural_internet (SN27), and ComputeHorde (SN12) are relevant in the context of GPU compute [2]

Market Volatility & Crypto Pullback - Crypto market experienced a pullback after a period of significant growth, with some cryptocurrencies increasing almost threefold [1] - Factors contributing to the pullback include markets becoming overextended, leverage unwinding, and concerns raised by thought leaders regarding specific tokens like Hyper liquid [2][3] - Despite the pullback, Bitcoin remains significantly up for the year, maintaining a positive context [4] Equity Market & Crypto Correlation - The equity market is experiencing a euphoric moment with high valuations and excitement surrounding transformative themes [5][6] - There's nervousness in the equity market due to high valuations and interconnectedness among companies like Nvidia, OpenAI, and Oracle [7] - Crypto's traditional four-year cycles suggest a potential peak in December, but new legislation could disrupt this pattern [10][11] Regulatory Landscape & Future Participation - The potential passage of stablecoin legislation and another bill defining securities and commodities in the US could unlock significant new participation in the crypto market [12] - The US government's support for the crypto industry could lead to a new wave of participation, potentially deviating from traditional market cycles [13][14]

🎵🎶 Zippety doo da, zippety ay, my oh my, what a wonderful day. Plenty of sunshine heading my way. Zippety doo da, selling 100% of tokens made to retail that was created to access and exit a ledger as a commodity and worth something outside of the ledger while using those sales of the token to fund the company that created the ledger and its founders instead isnt cool. 🎶🎵 ...

The U.S classified #Bitcoin as a commodity in 2015. Under U.S. law, ONLY commodities can be held in a Strategic ReserveOnly 10 years later, Bitcoin is the Strategic Reserve of the U.S! They knew exactly what they were doing. Think about it deeply and connect the dots! ...

Right now we are running both a copper network and a fiber network. Our copper is declining but there is a certain element of fixed cost associated with it about $6 billion of total expenses that will over time decline to zero but it's going to take some time. We our goal is by the end of the decade by the end of 2029 to be out of the copper business.Copper is sort of a an interesting substance because it's also a commodity. Are you selling it. Are you going into the commodity trade.Uh, believe it or not, w ...