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 ...

A combination of sustained commodity and crypto ETF inflow saw the U.S. ETF industry hit a record $12.7 trillion in assets. In September 2025 , the top 10 U.S. exchange-traded products added $803 million in new assets. The biggest inflow came from VXX fund, which gained $272.99 million as investors sought protection against rising market volatility. Crypto ETF inflow followed. A report published on 14 October 2025, by the ETF and ETP research firm ETFGI, highlighted that US ETF assets rose 22.7% from $10. ...

AI compute demand growth is twice the rate of efficiency growth.What does this mean?Unless GPUs become more efficient this will become the most sought after commodity for AI.Here's a list of crypto protocols that could benefit from this insatiable demand:- @USDai_Official: GPU backed lending protocol- @gaib_ai: Tokenizes enterprise GPU yields into tradable assets- @AethirCloud: Enterprise-grade DePIN GPU cloud- @rendernetwork: GPU compute for 3D rendering, visuals- @ionet: 70% cheaper than AWS in providing ...

I just want to get your commentary on what's happened in the last 48 hours with the sell off and the volatility that we have seen. How do you explain it. Yeah.Listen, there are a few things that happened. One, crypto had a pretty awesome few months, right. I mean, in theory and went up almost three X, Solana went up a ton.And so markets at one point get a little bit long and it takes just a little bit for people to get nervous and some of the leverage to come out. We saw what it looked like, some big Chines ...

🎵🎶 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 ...