BYD says flash-charge model orders strong, second-gen Blade battery still ramping

The bottleneck here is the second-generation Blade battery, not demand: BYD is signalling that orders outpace its ability to build the cells that differentiate its flash-charge lineup. That matters beyond autos, because battery chemistry and pack output sit upstream of the storage and electrification supply chains that crypto/RWA energy narratives increasingly lean on. Whether the ramp compresses those two-to-three-month lead times is the open question, and BYD's own caution that operating data belongs in periodic reports suggests the investor platform commentary is directional rather than definitive.