West Texas Intermediate oil fell below $55 a barrel for the first time since February 2021, the latest sign that crude supplies are outpacing demand as the market braces for a large surplus https://t.co/XCXO6SJbdH ...

Market Trends - Institutional Bitcoin demand significantly exceeds new supply, widening the imbalance through 2024 and into 2025 [1]

Bitcoin Halving Overview - Bitcoin halving 对 supply, demand, and price 产生影响 [1] - Bitcoin halving 对 mining 产生影响 [1] Investor Implications - Bitcoin halving 对投资者很重要 [1] Key Events - 报告讨论了 next halving occurs 的时间 [1]

AI Demand & Market Dynamics - AI 需求在过去四到五个月加速增长了 30% [2] - 美国在 AI 领域领先于中国，这是 30 年来的首次 [2] AI Revolution & Investment Perspective - 行业认为低估了 AI 革命的规模和范围 [2] - 尽管估值存在一些问题，但 AI 的潜力不容忽视 [2] Metaphorical Interpretation - "AI party" 将持续到凌晨 4 点，即使遇到问题（"glass in the dance floor"）也会继续 [1] - "Bulls and Bears" 在早上 6 点会面，暗示市场参与者在 AI 领域的持续互动 [1]

San Francisco Fed President Mary Daly said the US economy is probably suffering a downturn in demand while tariff-related inflation appears to be contained for now https://t.co/PR0bJMPrlN ...

Market Dynamics - Crypto Quant CEO 指出 ETF 和 MicroStrategy 推动了需求 [1] - 如果 ETF 和 MicroStrategy 恢复购买，市场动能可能会回归 [1]

Market Trends - Chinese lithium prices are rising due to increased confidence in demand for large-scale battery storage [1]

Growth & Expansion - The company emphasizes significant growth potential in the sidewalk delivery robot market, particularly in denser urban environments [1] - The company experienced rapid fleet expansion, growing from 100 robots to 1,000 robots within the year, representing a 900% increase [1] - The company projects to double its robot fleet to 2,000 robots by the end of the year [1] Market Selection & Strategy - The company prioritizes expansion into cities with high demand, a concentration of restaurants and population, and a welcoming attitude towards technology and innovation [2][3] - The company avoids cities with reservations or potential restrictions on robot operations [2] - The company collaborates with partners to identify locations with high demand and labor shortages [3] Regulatory Environment - The company highlights that robots are generally permitted to operate, as there are currently no laws banning them [2]

Market Trend - Copper price rally requires increased demand, not just supply disruptions [1]

$ETH https://t.co/VDe9MK8WJIMayne (@Tradermayne):$ETHStill holding demand here, if $BTC can reclaim $112k I think this goes up. https://t.co/jWEA0YJUS8 ...