🇨🇭 Global One SI - Prompt
If you still haven't taken the time to set up Hermes agent, you'll want to save this. Step-by-step walkthrough of exactly how to set up Hermes.👇 (how to install Hermes, connect tools, build a memory system & more)
If you're wondering where to start with incorporating AI into your trading, you'll want to save this.
How to build a performance review dashboard with Claude (step-by-step)
How to build a performance review dashboard with Claude (step-by-step)
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Europe's trade deficit with China is not evenly spread.
It is concentrated in exactly the sectors China targeted.
1. Electrical machinery: deficit widened past 150 billion euros.
2. Organic chemicals: nearly 40 billion.
3. Lithium-ion batteries: over 20 billion, and accelerating.
4. Electric vehicles: from near zero to 8 billion in 6 years.
This is not diffuse trade imbalance.
It is dual circulation working exactly as designed.
It is concentrated in exactly the sectors China targeted.
1. Electrical machinery: deficit widened past 150 billion euros.
2. Organic chemicals: nearly 40 billion.
3. Lithium-ion batteries: over 20 billion, and accelerating.
4. Electric vehicles: from near zero to 8 billion in 6 years.
This is not diffuse trade imbalance.
It is dual circulation working exactly as designed.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Russians are paying 330 rubles a liter for gasoline right now.
After waiting hours in line to find any at all.
That converts to 16.30 dollars a US gallon.
Compare that to the 3.85 dollars Americans are paying at the pump this summer.
This is what a fuel crisis actually looks like when the refineries stop running.
After waiting hours in line to find any at all.
That converts to 16.30 dollars a US gallon.
Compare that to the 3.85 dollars Americans are paying at the pump this summer.
This is what a fuel crisis actually looks like when the refineries stop running.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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The US Navy just turned back 8 Iranian oil tankers in the Strait of Hormuz, forcing them to reverse course.
Iran closed the strait to everyone.
The US Navy is now deciding whose oil actually moves through it.
That is the 5th Fleet doing exactly what the chokepoints table says it does.
Policing the strait that carries 30% of the world's seaborne crude, and now explicitly denying Iran's own barrels.
Iran closed the strait to everyone.
The US Navy is now deciding whose oil actually moves through it.
That is the 5th Fleet doing exactly what the chokepoints table says it does.
Policing the strait that carries 30% of the world's seaborne crude, and now explicitly denying Iran's own barrels.
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🇨🇭 Global One SI - Prompt
Ukraine's drone units claim 76 Russian vessels hit in the Azov and Black Seas in just 5 days. Claimed, per Ukrainian UAV units: 🚨28 more vessels engaged on the night of July 11 alone Total of 76 vessels hit between July 6 and July 11 Source: the units…
Even Russian media is now confirming the disruption.
Rybar reports the Azov-Don Canal has been suspended.
Freight costs and insurance premiums are rising, delivery times are stretching, and fewer captains are willing to run the route at all.
Crimea depends on maritime transport for most of its supply.
This is not Ukrainian claims anymore. This is Russia's own press describing a logistics system breaking down.
Rybar reports the Azov-Don Canal has been suspended.
Freight costs and insurance premiums are rising, delivery times are stretching, and fewer captains are willing to run the route at all.
Crimea depends on maritime transport for most of its supply.
This is not Ukrainian claims anymore. This is Russia's own press describing a logistics system breaking down.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Chinese refinery intake just fell off the charts.
Literally.
Intake dropped 2.56 million barrels a day from March to April, falling well below the entire 2021 to 2025 range for this time of year.
This is not falling demand.
It is Beijing running down stored crude instead of buying at war prices.
Literally.
Intake dropped 2.56 million barrels a day from March to April, falling well below the entire 2021 to 2025 range for this time of year.
This is not falling demand.
It is Beijing running down stored crude instead of buying at war prices.
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🇨🇭 Global One SI - Prompt
Definitely raiding an island somewhere
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US strikes just hit Iranian military sites on Qeshm Island, Iran's largest island in the Persian Gulf and the anchor for its coastal defense, radar, and naval assets near Hormuz.
Earlier strikes looked restrained.
These look methodical.
Deliberate targeting of coastal defense infrastructure is preparation for something bigger.
Earlier strikes looked restrained.
These look methodical.
Deliberate targeting of coastal defense infrastructure is preparation for something bigger.
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China holds the 5th most gold on Earth.
It's still just 8.8% of its reserves.
Tonnes held vs share of total reserves:
🇺🇸 US: 8,133.5t, 83.1% of reserves
🇩🇪 Germany: 3,349.5t, 82.8%
🇮🇹 Italy: 2,451.8t, 79.1%
🇫🇷 France: 2,437.0t, 80.5%
🇨🇳 China: 2,346.4t, just 8.8%
🇷🇺 Russia: 2,292.3t, 44.4%
Tonnage and dependence aren't the same thing.
China owns more gold than Russia, but leans on it at a fraction of the rate.
It's still just 8.8% of its reserves.
Tonnes held vs share of total reserves:
🇺🇸 US: 8,133.5t, 83.1% of reserves
🇩🇪 Germany: 3,349.5t, 82.8%
🇮🇹 Italy: 2,451.8t, 79.1%
🇫🇷 France: 2,437.0t, 80.5%
🇨🇳 China: 2,346.4t, just 8.8%
🇷🇺 Russia: 2,292.3t, 44.4%
Tonnage and dependence aren't the same thing.
China owns more gold than Russia, but leans on it at a fraction of the rate.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨🇫🇷☢️France generates 67% of its electricity from nuclear power, the highest share of any major economy.
Extreme heat just forced 3 reactors offline and cut output at 8 more.
That gap gets filled by gas.
Right when European gas markets are already stretched.
Another demand source stacking on top of an already tight market.
Extreme heat just forced 3 reactors offline and cut output at 8 more.
That gap gets filled by gas.
Right when European gas markets are already stretched.
Another demand source stacking on top of an already tight market.
US airstrike reportedly landed near Iran's Bushehr nuclear plant, its only operational reactor.
Iranian authorities say operations were not disrupted.
This is a different category of risk than anything the market has priced this week.
Strikes on refineries and tankers move barrels.
A strike near an active reactor moves survival calculus. Oil is not the number to watch right now.
Iranian authorities say operations were not disrupted.
This is a different category of risk than anything the market has priced this week.
Strikes on refineries and tankers move barrels.
A strike near an active reactor moves survival calculus. Oil is not the number to watch right now.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Hormuz vessel crossings just collapsed to 11 a day, from a brief recovery peak near 60 in late June.
Oil is reacting like it should.
WTI up 3%, Brent up 2.5%.
Equities are not....S&P down 0.1%, Nasdaq down 0.3%, gold barely moved.
After a week like this, the muted equity reaction is the more interesting story than the closure itself.
Oil is reacting like it should.
WTI up 3%, Brent up 2.5%.
Equities are not....S&P down 0.1%, Nasdaq down 0.3%, gold barely moved.
After a week like this, the muted equity reaction is the more interesting story than the closure itself.
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Bandar Abbas is under fire.
Iran's main port and the naval headquarters that controls the Strait of Hormuz.
Multiple explosions reported at the same facility struck at the start of this week's escalation.
The IRGC is not getting a pause. The pressure campaign is continuing, not de-escalating.
Iran's main port and the naval headquarters that controls the Strait of Hormuz.
Multiple explosions reported at the same facility struck at the start of this week's escalation.
The IRGC is not getting a pause. The pressure campaign is continuing, not de-escalating.
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Humanoid robotics is no longer a race between Tesla and Boston Dynamics.
At least 32 major humanoid platforms from 29 organizations across 11 countries are targeting factories, warehouses, labs, homes and service environments.
China accounts for 16 robots and the United States 7. Europe, Canada, Israel, Japan, Singapore and South Korea make up the rest.
Some target repetitive work. Others prioritize locomotion, dexterity, research, teleoperation or human interaction. A polished demo still does not prove an autonomous eight-hour shift.
INDUSTRIAL HUMANOIDS
‣ Boston Dynamics 🇺🇸 United States
➤ Atlas
• 1.90 m | 90 kg | 56 DoF
• 50 kg peak lifting capacity | up to 4 hours
‣ Agility Robotics 🇺🇸 United States
➤ Digit
• 15.9 kg carrying capacity
• Up to 4 hours of battery operation
‣ Figure AI 🇺🇸 United States
➤ Figure 03
• 1.73 m | 61 kg
• 20 kg payload | up to 8 hours
‣ Tesla 🇺🇸 United States
➤ Optimus
• General-purpose bipedal humanoid under development
• Built for repetitive, dangerous and demanding tasks
‣ Apptronik 🇺🇸 United States
➤ Apollo 2
• Bipedal legs or wheeled base
• Swappable battery architecture
‣ UBTECH 🇨🇳 China
➤ Walker S2
• 15 kg payload
• Autonomous battery swap in under 3 minutes
‣ Humanoid 🇬🇧 United Kingdom
➤ HMND 01 Alpha Bipedal
• 1.79 m | 90 kg | 29 body DoF
• 15 kg payload | up to 3 hours
‣ LimX Dynamics 🇨🇳 China
➤ Oli
• 1.65 m | 31 DoF
• Isaac Sim, MuJoCo and Gazebo support
GENERAL-PURPOSE HUMANOIDS
‣ Sanctuary AI 🇨🇦 Canada
➤ Phoenix Gen 8
• Hydraulic dexterous hands
• Tactile sensing for touch-based manipulation
‣ 1X Technologies 🇳🇴 Norway
➤ NEO
• $200 reservation deposit
• 1.68 m | 30 kg | up to 4 hours
‣ Unitree Robotics 🇨🇳 China
➤ G1
• From $13,500
• 1.32 m | about 35 kg | 23 body DoF
‣ Unitree Robotics 🇨🇳 China
➤ H2
• $29,900
• 1.82 m | about 70 kg | 31 DoF
‣ Fourier Intelligence 🇸🇬 Singapore
➤ GR-2
• 1.75 m | 63 kg | 53 joints
• 380 N·m peak torque
‣ AgiBot 🇨🇳 China
➤ A2 Ultra
• 1.69 m | about 69 kg | 40 DoF
• LiDAR, RGB-D cameras and hot-swappable batteries
‣ XPENG 🇨🇳 China
➤ IRON
• 82 total degrees of freedom
• Three Turing AI chips | 3,000 TOPS
‣ PUDU Robotics 🇨🇳 China
➤ D9
• 1.70 m | 65 kg | 42 DoF
• 20 kg total payload | 2 m/s
DYNAMIC AND RESEARCH HUMANOIDS
‣ NASA 🇺🇸 United States
➤ Valkyrie
• 1.88 m | about 136 kg
• 44 DoF | 1.8 kWh battery
‣ IHMC Robotics 🇺🇸 United States
➤ Nadia
• 29 actuated joints
• Electric and hydraulic actuation
‣ EngineAI 🇨🇳 China
➤ T800
• From ¥180,000
• 1.73 m | up to 450 N·m joint torque
‣ EngineAI 🇨🇳 China
➤ PM01
• ¥188,000
• 1.38 m | 24 DoF
‣ Kepler Robotics 🇨🇳 China
➤ Forerunner K2
• 1.78 m
• Rotary actuators up to 200 N·m
‣ Booster Robotics 🇨🇳 China
➤ T1
• About 1.20 m | 30 kg
• Up to 130 N·m joint torque
‣ PAL Robotics 🇪🇸 Spain
➤ TALOS
• 1.75 m | 95 kg
• 6 kg per arm at full extension
‣ ROBOTIS 🇰🇷 South Korea
➤ THORMANG3
• 1.375 m | 42 kg | 29 DoF
• ROS, open-source SDK and 3D CAD files
SERVICE AND EMBODIED AI
‣ AgiBot 🇨🇳 China
➤ X2
• 1.31 m | 35 kg | 25 DoF
• Up to 1.8 m/s movement speed
‣ Galbot 🇨🇳 China
➤ G1
• Up to 1.9 m horizontal reach
• Up to 10 kg payload | up to 8 hours of runtime
‣ RobotEra 🇨🇳 China
➤ STAR1
• 55 DoF
• 20 kg combined dual-arm payload
‣ MagicLab 🇨🇳 China
➤ MagicBot Gen1
• 1.74 m | about 70 kg | 42 DoF
• Up to 350 N·m joint torque
‣ Astribot 🇨🇳 China
➤ S1
• Two seven-degree-of-freedom arms
• Omnidirectional base and articulated torso
‣ NEURA Robotics 🇩🇪 Germany
➤ 4NE1 Gen 3.5
• Estimated €98,000 for 1–19 units
• ROS 2, Python and C++ interfaces
‣ Mentee Robotics 🇮🇱 Israel
➤ MenteeBot V3
• 1.75 m | 70 kg | 40 DoF
• Up to 25 kg carrying capacity
‣ Toyota 🇯🇵 Japan
➤ T-HR3
• 1.54 m | 75 kg
• 32 body axes and 10 articulated fingers
Which robot would you trust to complete an eight-hour shift with the fewest interventions?
At least 32 major humanoid platforms from 29 organizations across 11 countries are targeting factories, warehouses, labs, homes and service environments.
China accounts for 16 robots and the United States 7. Europe, Canada, Israel, Japan, Singapore and South Korea make up the rest.
Some target repetitive work. Others prioritize locomotion, dexterity, research, teleoperation or human interaction. A polished demo still does not prove an autonomous eight-hour shift.
INDUSTRIAL HUMANOIDS
‣ Boston Dynamics 🇺🇸 United States
➤ Atlas
• 1.90 m | 90 kg | 56 DoF
• 50 kg peak lifting capacity | up to 4 hours
‣ Agility Robotics 🇺🇸 United States
➤ Digit
• 15.9 kg carrying capacity
• Up to 4 hours of battery operation
‣ Figure AI 🇺🇸 United States
➤ Figure 03
• 1.73 m | 61 kg
• 20 kg payload | up to 8 hours
‣ Tesla 🇺🇸 United States
➤ Optimus
• General-purpose bipedal humanoid under development
• Built for repetitive, dangerous and demanding tasks
‣ Apptronik 🇺🇸 United States
➤ Apollo 2
• Bipedal legs or wheeled base
• Swappable battery architecture
‣ UBTECH 🇨🇳 China
➤ Walker S2
• 15 kg payload
• Autonomous battery swap in under 3 minutes
‣ Humanoid 🇬🇧 United Kingdom
➤ HMND 01 Alpha Bipedal
• 1.79 m | 90 kg | 29 body DoF
• 15 kg payload | up to 3 hours
‣ LimX Dynamics 🇨🇳 China
➤ Oli
• 1.65 m | 31 DoF
• Isaac Sim, MuJoCo and Gazebo support
GENERAL-PURPOSE HUMANOIDS
‣ Sanctuary AI 🇨🇦 Canada
➤ Phoenix Gen 8
• Hydraulic dexterous hands
• Tactile sensing for touch-based manipulation
‣ 1X Technologies 🇳🇴 Norway
➤ NEO
• $200 reservation deposit
• 1.68 m | 30 kg | up to 4 hours
‣ Unitree Robotics 🇨🇳 China
➤ G1
• From $13,500
• 1.32 m | about 35 kg | 23 body DoF
‣ Unitree Robotics 🇨🇳 China
➤ H2
• $29,900
• 1.82 m | about 70 kg | 31 DoF
‣ Fourier Intelligence 🇸🇬 Singapore
➤ GR-2
• 1.75 m | 63 kg | 53 joints
• 380 N·m peak torque
‣ AgiBot 🇨🇳 China
➤ A2 Ultra
• 1.69 m | about 69 kg | 40 DoF
• LiDAR, RGB-D cameras and hot-swappable batteries
‣ XPENG 🇨🇳 China
➤ IRON
• 82 total degrees of freedom
• Three Turing AI chips | 3,000 TOPS
‣ PUDU Robotics 🇨🇳 China
➤ D9
• 1.70 m | 65 kg | 42 DoF
• 20 kg total payload | 2 m/s
DYNAMIC AND RESEARCH HUMANOIDS
‣ NASA 🇺🇸 United States
➤ Valkyrie
• 1.88 m | about 136 kg
• 44 DoF | 1.8 kWh battery
‣ IHMC Robotics 🇺🇸 United States
➤ Nadia
• 29 actuated joints
• Electric and hydraulic actuation
‣ EngineAI 🇨🇳 China
➤ T800
• From ¥180,000
• 1.73 m | up to 450 N·m joint torque
‣ EngineAI 🇨🇳 China
➤ PM01
• ¥188,000
• 1.38 m | 24 DoF
‣ Kepler Robotics 🇨🇳 China
➤ Forerunner K2
• 1.78 m
• Rotary actuators up to 200 N·m
‣ Booster Robotics 🇨🇳 China
➤ T1
• About 1.20 m | 30 kg
• Up to 130 N·m joint torque
‣ PAL Robotics 🇪🇸 Spain
➤ TALOS
• 1.75 m | 95 kg
• 6 kg per arm at full extension
‣ ROBOTIS 🇰🇷 South Korea
➤ THORMANG3
• 1.375 m | 42 kg | 29 DoF
• ROS, open-source SDK and 3D CAD files
SERVICE AND EMBODIED AI
‣ AgiBot 🇨🇳 China
➤ X2
• 1.31 m | 35 kg | 25 DoF
• Up to 1.8 m/s movement speed
‣ Galbot 🇨🇳 China
➤ G1
• Up to 1.9 m horizontal reach
• Up to 10 kg payload | up to 8 hours of runtime
‣ RobotEra 🇨🇳 China
➤ STAR1
• 55 DoF
• 20 kg combined dual-arm payload
‣ MagicLab 🇨🇳 China
➤ MagicBot Gen1
• 1.74 m | about 70 kg | 42 DoF
• Up to 350 N·m joint torque
‣ Astribot 🇨🇳 China
➤ S1
• Two seven-degree-of-freedom arms
• Omnidirectional base and articulated torso
‣ NEURA Robotics 🇩🇪 Germany
➤ 4NE1 Gen 3.5
• Estimated €98,000 for 1–19 units
• ROS 2, Python and C++ interfaces
‣ Mentee Robotics 🇮🇱 Israel
➤ MenteeBot V3
• 1.75 m | 70 kg | 40 DoF
• Up to 25 kg carrying capacity
‣ Toyota 🇯🇵 Japan
➤ T-HR3
• 1.54 m | 75 kg
• 32 body axes and 10 articulated fingers
Which robot would you trust to complete an eight-hour shift with the fewest interventions?
🇨🇭 Global One SI - Prompt
Photo
The Federal Reserve's holdings of short duration US treasuries is about to surpass $500 billion.
Back in December 2025 Jerome Powell claimed this intervention was necessary because of a potential liquidity shortage in April 2026 tax season.
We are now 3 months after tax season and the Fed is still purchasing roughly $40 billion worth of T-Bills per month.
The only other time we've seen interventions like this was in the lead up to the 2020 "virus" that they used to cover up the REPO banking crisis.
We have no reasonable explanation from the Federal Reserve about what's really going on here.
Back in December 2025 Jerome Powell claimed this intervention was necessary because of a potential liquidity shortage in April 2026 tax season.
We are now 3 months after tax season and the Fed is still purchasing roughly $40 billion worth of T-Bills per month.
The only other time we've seen interventions like this was in the lead up to the 2020 "virus" that they used to cover up the REPO banking crisis.
We have no reasonable explanation from the Federal Reserve about what's really going on here.
🇨🇭 Global One SI - Prompt
SK Hynix $SKHY is picking the perfect time to go public (July 10) on U.S. exchanges. If they're following the typical pattern, this bounce will be the complacency stage of the memory cycle now that the parabolic has been broken.
SK Hynix are seeing selling pressure accelerate as shares fall 10% in South Korea
This comes one trading day after being listed on the U.S. market.
This comes one trading day after being listed on the U.S. market.
🇨🇭 Global One SI - Prompt
South Korea's KOSPI margin debt hits $19 billion, as analysts warn of possible forced-selling if the market rout continues.
The South Korean KOSPI Index composed of 54% SK Hynix and Samsung, has now fallen to a critical support level.
If broken, there's nothing stopping the market to continue gapping down.
This comes after analysts warned of possible forced-selling to cover $19B in KOSPI margin debt
If broken, there's nothing stopping the market to continue gapping down.
This comes after analysts warned of possible forced-selling to cover $19B in KOSPI margin debt