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Glonghui, January 29｜Tesla shares rose 3% in pre-market trading, after the company achieved better-than-expected profitability thanks to a higher-than-expected profit margin. The company announced it will invest $2 billion in xAI, a private artificial intelligence company founded by CEO Elon Musk, and will shift part of its automotive production capacity to robot manufacturing. In addition, Tesla expects capital expenditures to exceed $20 billion in 2026. Evercore analysts pointed out that the unexpected capital expenditure plan will lead to negative free cash flow for the company, and this news also caused the pre-market stock price gains to narrow slightly. Analysts also stated that the sustainability of the company's high profit margin remains unclear.

Foresight News reported that Bitget CEO Gracy Chen stated in an article that in the traditional financial sector, there is a well-known capital rotation pattern within liquidity cycles: from precious metals (gold and silver) to industrial metals, then to energy, and finally to agriculture. This pattern is known as the "asset inflation relay."Precious metals are the preferred safe haven when uncertainty rises and expectations of interest rate cuts emerge, usually sending the earliest cycle signals; the strengthening of industrial metals indicates that the market is pricing in real business demand and infrastructure investment; energy prices rise in the mid-stage of the economic cycle as growth accelerates; agriculture becomes a catch-up sector in the later stages of the cycle due to rising logistics and energy costs.Gracy Chen emphasized that cryptocurrency investors should not ignore the dynamics of commodities and traditional financial markets, as the real investment advantage lies in understanding how capital flows between different assets. Bitget is launching UEX and BitgetTradFi products to provide users with a one-account, multi-market, and comprehensive macro asset allocation trading experience.

According to CoinWorld, since the summer of 2024, the price of XRP has soared by more than 300%, reigniting investors' dreams. However, a key distinction is often overlooked: banks primarily use Ripple's instant messaging technology (RippleNet) for fiat currency transactions, rather than XRP. Although the On-Demand Liquidity (ODL) product does use XRP as a bridge asset for cross-border payments, it remains a niche solution for smaller institutions rather than large banks. This reality challenges the core investment thesis that "widespread adoption of XRP by the banking industry will directly drive a significant increase in XRP demand."