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$ASTS: We have a date for the launch of BB7 ๐
NET: April 10.
NET: April 10.
๐จ๐ญ Global One SI - Prompt
๐จ Do you understand what happened today.. > Iran threatened to block the Strait of Hormuz.. the chokepoint for 20% of global oil > America has fired 850+ Tomahawk missiles at Iran in 4 weeks.. Pentagon officials are "alarmed" because they're running outโฆ
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๐จ here's everything that happened today because it moved too fast for most people to follow..
> the Pentagon announced "weeks of ground operations" in Iran..
> Iran's allies.. the Houthis.. threatened to close the Bab al-Mandab Strait.. 12% of global trade..
> Iran's Parliament said the US "speaks of negotiations in public but plans an attack in secret"..
> Iran passed a law to put formal tolls on the Strait of Hormuz.. 20% of the world's oil..
> oil hit $101.. the S&P hit a 232-day low.. bonds hit Liberation Day levels..
> Trump went on camera and said he expected the damage to be worse..
> the Philippines declared a national energy emergency..
> Trump said he "paused" strikes on Iranian power plants until April 6.. Iran already has widespread blackouts..
> 2 hours before futures opened.. Pakistan announced it would host US-Iran peace talks.. nobody called it a coincidence..
> Netanyahu expanded Israel's military zone in Lebanon the same night..
> Iran's Parliament Speaker went on the internet and gave trading advice.. "if they pump it, short it.. if they dump it, go long"..
> Iran's Khondab heavy water plant was destroyed tonight.. the IAEA confirmed it's gone.. one of two pathways to a nuclear bomb.. permanently closed..
one Sunday..
> the Pentagon announced "weeks of ground operations" in Iran..
> Iran's allies.. the Houthis.. threatened to close the Bab al-Mandab Strait.. 12% of global trade..
> Iran's Parliament said the US "speaks of negotiations in public but plans an attack in secret"..
> Iran passed a law to put formal tolls on the Strait of Hormuz.. 20% of the world's oil..
> oil hit $101.. the S&P hit a 232-day low.. bonds hit Liberation Day levels..
> Trump went on camera and said he expected the damage to be worse..
> the Philippines declared a national energy emergency..
> Trump said he "paused" strikes on Iranian power plants until April 6.. Iran already has widespread blackouts..
> 2 hours before futures opened.. Pakistan announced it would host US-Iran peace talks.. nobody called it a coincidence..
> Netanyahu expanded Israel's military zone in Lebanon the same night..
> Iran's Parliament Speaker went on the internet and gave trading advice.. "if they pump it, short it.. if they dump it, go long"..
> Iran's Khondab heavy water plant was destroyed tonight.. the IAEA confirmed it's gone.. one of two pathways to a nuclear bomb.. permanently closed..
one Sunday..
โ1
๐จ๐ญ Global One SI - Prompt
SpaceX: The Road to $1.5T Valuation ๐ 2002 โ SpaceX founded by Elon Musk ๐ 2008 โ First successful Falcon 1 launch ๐ 2012 โ Dragon becomes first commercial craft to reach ISS ๐ 2015 โ First successful landing of a Falcon 9 stage ๐ 2020 โ First commercialโฆ
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First you make it work. Then you can always make it beautiful.
SpaceX's Raptor Engine 1 was never meant to be beautiful. It was meant to survive. To break. To explode if necessary, so that every hidden weakness could surface in the real world, not just on paper.
Its plumbing was exposed, its structure crude, and every test was a direct confrontation with physics and reality.
Because before something can become elegant, it must first reveal what is true.
Raptor Engine 3 is the consequence of that truth. Cleaner. Tighter. More refined, not because engineers chased aesthetics, but because thousands of failures demanded correction.
Every polished curve, every simplified line, exists only because a chaotic predecessor proved what did not work
SpaceX's Raptor Engine 1 was never meant to be beautiful. It was meant to survive. To break. To explode if necessary, so that every hidden weakness could surface in the real world, not just on paper.
Its plumbing was exposed, its structure crude, and every test was a direct confrontation with physics and reality.
Because before something can become elegant, it must first reveal what is true.
Raptor Engine 3 is the consequence of that truth. Cleaner. Tighter. More refined, not because engineers chased aesthetics, but because thousands of failures demanded correction.
Every polished curve, every simplified line, exists only because a chaotic predecessor proved what did not work
โ1
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Motion 2 Arrives: VinMotionโs Next-Gen Humanoid for Industrial #Logistics
THE COST OF WAR
The economics of war are changing.
For centuries, destroying a target required large armies, expensive weapons, or massive industrial production.
Today, a $500 drone can destroy a $10 million tank.
Across history, the cost of delivering destructive force has shifted dramatically:
โข Roman legion sword โ minimal cost
โข WWII artillery shell โ ~$100
โข Cruise missile โ ~$2,000,000
โข FPV drone โ ~$500
The implications are enormous.
Precision strike is becoming cheaper, faster, and scalable.
Small units now have capabilities that once required:
โข aircraft
โข artillery
โข missile systems
As the cost of delivering force collapses, military doctrine is evolving toward:
โข autonomous systems
โข attritable platforms
โข mass deployment
The economics of war are changing.
For centuries, destroying a target required large armies, expensive weapons, or massive industrial production.
Today, a $500 drone can destroy a $10 million tank.
Across history, the cost of delivering destructive force has shifted dramatically:
โข Roman legion sword โ minimal cost
โข WWII artillery shell โ ~$100
โข Cruise missile โ ~$2,000,000
โข FPV drone โ ~$500
The implications are enormous.
Precision strike is becoming cheaper, faster, and scalable.
Small units now have capabilities that once required:
โข aircraft
โข artillery
โข missile systems
As the cost of delivering force collapses, military doctrine is evolving toward:
โข autonomous systems
โข attritable platforms
โข mass deployment
โ1
The drone arms race is not just about surveillance.
It is about precision strike.
And one category is transforming the battlefield faster than almost any other:
Loitering munitions.
These systems combine:
โข ISR
โข target identification
โข precision strike
All in a single platform.
Unlike traditional missiles, loitering munitions can:
โข search for targets
โข confirm identification
โข abort or re-attack
โข strike with precision
Modern examples include:
โข Switchblade systems
โข HERO family
โข ALTIUS platforms
โข Warmate drones
Why militaries are adopting them rapidly:
โข lower cost than many guided munitions
โข deployable by small units
โข precision strike without heavy logistics
โข scalable across modern battlefields
The result is a new class of weapon sitting between a drone and a missile.
It is about precision strike.
And one category is transforming the battlefield faster than almost any other:
Loitering munitions.
These systems combine:
โข ISR
โข target identification
โข precision strike
All in a single platform.
Unlike traditional missiles, loitering munitions can:
โข search for targets
โข confirm identification
โข abort or re-attack
โข strike with precision
Modern examples include:
โข Switchblade systems
โข HERO family
โข ALTIUS platforms
โข Warmate drones
Why militaries are adopting them rapidly:
โข lower cost than many guided munitions
โข deployable by small units
โข precision strike without heavy logistics
โข scalable across modern battlefields
The result is a new class of weapon sitting between a drone and a missile.
โ1
๐จ๐ญ Global One SI - Prompt
๐บ๐ฆ๐ท๐บ In one of the directions of the front in the east, a Russian occupier moving by boat is hit by a Ukrainian FPV kamikaze drone...
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In Ukraine, a DevDroid ground drone armed with a .50-caliber machine gun held off a Russian attack for 45 days.
๐จ๐ญ Global One SI - Prompt
China's first automated production linecapable of manufacturing 10,000 humanoid robots annually is now operational in Foshan, Guangdong. Meanwhile, the U.S. government has moved to ban the procurement of Chinese humanoid robots (is this a replay of the DJIโฆ
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The first known fully automated humanoidโrobot production line. Annual capacity of >10,000 robots.
Manufacturing a single robot takes only about 30 minutes.
Plans to build 5 more larger sites.
Manufacturing a single robot takes only about 30 minutes.
Plans to build 5 more larger sites.
๐จ๐ญ Global One SI - Prompt
In Ukraine, a DevDroid ground drone armed with a .50-caliber machine gun held off a Russian attack for 45 days.
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โWe have to count [the] number of drones we use, efficiency of each of them, cost to kill for every Russian,โ says Oleksandr Kamyshin, the architect of Ukraine's drone program. โThe cost of killing every Russian is less than $1000 now.โ
๐จ๐ญ Global One SI - Prompt
โWe have to count [the] number of drones we use, efficiency of each of them, cost to kill for every Russian,โ says Oleksandr Kamyshin, the architect of Ukraine's drone program. โThe cost of killing every Russian is less than $1000 now.โ
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โFrom the point you send a drone to the front line, get the feedback, change something, and get the new version, it could be as short as one week,โ says Oleksandr Kamyshin, the architect of Ukraine's drone program.
๐จ๐ญ Global One SI - Prompt
โFrom the point you send a drone to the front line, get the feedback, change something, and get the new version, it could be as short as one week,โ says Oleksandr Kamyshin, the architect of Ukraine's drone program.
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Two former U.S. Marines now run a fund that invests in Ukrainian drone companies.
๐จ๐ญ Global One SI - Prompt
Two former U.S. Marines now run a fund that invests in Ukrainian drone companies.
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โThere's a real risk that the U.S. would lose its military supremacy if it doesn't adapt to modern conditions on the battlefield,โ says former U.S. Marine William McNulty, warning that future wars will be shaped by the drones used in Ukraine.
๐จ๐ญ Global One SI - Prompt
โThere's a real risk that the U.S. would lose its military supremacy if it doesn't adapt to modern conditions on the battlefield,โ says former U.S. Marine William McNulty, warning that future wars will be shaped by the drones used in Ukraine.
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U.S. Army Captain Ronan Sefton was charged with providing basic training to over 8,000 Ukrainian soldiers shortly after Russia launched its invasion in 2022. But almost immediately, he says, the Americans began learning from the Ukrainians.
"The first really poignant lessons for us was: there needs to be more drones," he says.
"The first really poignant lessons for us was: there needs to be more drones," he says.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ Trump just mapped out his next target
Venezuela, Iran and the next one Cuba
๐ป๐ช Venezuela Maduro captured. US backing oil exports.
๐ฎ๐ท Iran War ongoing. 15 point deal on table. April 6 deadline.
๐จ๐บ Cuba "Cuba's going to be next. It's a failing country."
Trump point on a Russian oil tanker to Cuba....
"It doesn't bother me"
This isn't random, Connect the dots:
๐ Venezuela = world's largest oil reserves. Now open for US investment. China was its biggest oil client
๐ Iran = Hormuz. 20% of global oil. 90%+ oil export to China
๐ Cuba = Russia's last energy client in the Western hemisphere. 90 miles from Florida. More close to china than US
Trump isn't just fighting a war in the Gulf.
He's systematically dismantling every energy relationship China built๐ข๏ธ
One tanker to Cuba today.
Regime change in Havana tomorrow?
Venezuela, Iran and the next one Cuba
๐ป๐ช Venezuela Maduro captured. US backing oil exports.
๐ฎ๐ท Iran War ongoing. 15 point deal on table. April 6 deadline.
๐จ๐บ Cuba "Cuba's going to be next. It's a failing country."
Trump point on a Russian oil tanker to Cuba....
"It doesn't bother me"
This isn't random, Connect the dots:
๐ Venezuela = world's largest oil reserves. Now open for US investment. China was its biggest oil client
๐ Iran = Hormuz. 20% of global oil. 90%+ oil export to China
๐ Cuba = Russia's last energy client in the Western hemisphere. 90 miles from Florida. More close to china than US
Trump isn't just fighting a war in the Gulf.
He's systematically dismantling every energy relationship China built๐ข๏ธ
One tanker to Cuba today.
Regime change in Havana tomorrow?
Monday, March 30:
Tuesday, March 31:
๐จ๐ณ China - Manufacturing/Services/Composite PMI (March)
Wednesday, April 1:
๐บ๐ธ USA - ADP Nonfarm Employment (March)
๐บ๐ธ USA - Retail sales (Feb)
๐บ๐ธ USA - S&P Manufacturing PMI (March)
๐บ๐ธ USA - ISM Manufacturing PMI (March)
Thursday, April 2:
๐บ๐ธ USA - Initial Jobless Claims
๐บ๐ธ USA - Fed balance
Friday, April 3:
๐ USA, Canada, Hong Kong and a number of other countries - No trading (Good Friday)
๐บ๐ธ USA - S&P Services /Composite PMI (March)
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๐จ๐ญ Global One SI - Prompt
๐จ THE DOMINOES ARE FALLING. IN DAYS, NOT WEEKS. Step 1 โ
February 28, 2026 โ US and Israel launched Operation Epic Fury. Iran's Supreme Leader Khamenei killed in the opening strike. Step 2 โ
Iran retaliated immediately โ hundreds of missiles, thousands ofโฆ
Iran Crosses the Red Line Oil Never Does: Gulf Conflict Enters a Water War
In a dramatic overnight escalation, Iranian forces struck Kuwaitโs Doha West Power and Water Desalination Station, killing an Indian worker and inflicting heavy damage on critical infrastructure.
The attack is especially ominous because Kuwait draws roughly 90 percent of its drinking water from desalination plants. More than 400 such facilities line the shores of the Arabian Gulf, supplying about 40 percent of the worldโs total desalinated water. The Atlantic Council has warned that over 90 percent of the Gulfโs output depends on just 56 plants. Water, unlike oil, has no substitute, no strategic reserves, and no futures market to hedge against its sudden absence.
This is no longer purely an energy war. It has become a water war.
The escalation did not stop at Kuwait. Saudi Arabia intercepted drones and missiles targeting its Eastern Province. Israel launched fresh strikes on Tehran, eliminating IRGC Tehran security commander Hassan Hasanzadeh. The Houthis issued an explicit warning: they will consider closing the Bab al-Mandeb Strait if the United States launches a ground operation or seizes Kharg Island. Goldman Sachs now assigns a 20โ25 percent probability to the simultaneous closure of both the Strait of Hormuz and Bab al-Mandeb a scenario that would create an uninsurable maritime band stretching from Suez to Malacca.
President Trumpโs statements have been contradictory. He claimed Iran had agreed to send twenty large oil tankers through Hormuz on Monday as a โsign of respectโ and said he sees a deal coming soon. In the same breath, he told Fox News he wants to โtake the oil in Iranโ and warned that the regime would either โgive us the nuclear dustโ or โtheyโre not going to have a country.โ Secretary of State Rubio insists the U.S. can achieve all objectives without ground troops, yet the Pentagon is quietly positioning more than 50,000 troops in the region including fresh deployments of Rangers and SEALs under the vague banner of โmaximum optionality.โ
April 6, exactly seven days from now, is the deadline Trump set for Iran to reopen the Strait of Hormuz. Iran has formally rejected the U.S. fifteen-point plan. The IRGC Navy commander who oversaw the blockade was killed four days ago. The Houthis entered the conflict two days ago. Iran is now reinforcing Kharg Island with mines, traps, and additional air defenses.
The pattern is unmistakable. Every escalation compresses the timeline toward April 6. Every Iranian strike on Gulf civilian infrastructure strengthens the case for a limited U.S. ground raid on Kharg. Every day the strait remains closed is another day helium boils off, fertilizer shipments halt, insurance markets stay frozen, and repair queues lengthen.
This conflict is not drifting toward resolution. It is approaching a phase transition and phase transitions do not come with advance notice.
The two remaining paths are stark: twenty tankers moving through Hormuz on Monday, or a raid on Kharg by Easter. Those are not predictions; they are the narrowed options the architecture of this crisis has left us. The global supply chains downstream and the molecule sitting at minus 268.9 degrees Celsius in a stranded container remain indifferent to both.
In a dramatic overnight escalation, Iranian forces struck Kuwaitโs Doha West Power and Water Desalination Station, killing an Indian worker and inflicting heavy damage on critical infrastructure.
The attack is especially ominous because Kuwait draws roughly 90 percent of its drinking water from desalination plants. More than 400 such facilities line the shores of the Arabian Gulf, supplying about 40 percent of the worldโs total desalinated water. The Atlantic Council has warned that over 90 percent of the Gulfโs output depends on just 56 plants. Water, unlike oil, has no substitute, no strategic reserves, and no futures market to hedge against its sudden absence.
This is no longer purely an energy war. It has become a water war.
The escalation did not stop at Kuwait. Saudi Arabia intercepted drones and missiles targeting its Eastern Province. Israel launched fresh strikes on Tehran, eliminating IRGC Tehran security commander Hassan Hasanzadeh. The Houthis issued an explicit warning: they will consider closing the Bab al-Mandeb Strait if the United States launches a ground operation or seizes Kharg Island. Goldman Sachs now assigns a 20โ25 percent probability to the simultaneous closure of both the Strait of Hormuz and Bab al-Mandeb a scenario that would create an uninsurable maritime band stretching from Suez to Malacca.
President Trumpโs statements have been contradictory. He claimed Iran had agreed to send twenty large oil tankers through Hormuz on Monday as a โsign of respectโ and said he sees a deal coming soon. In the same breath, he told Fox News he wants to โtake the oil in Iranโ and warned that the regime would either โgive us the nuclear dustโ or โtheyโre not going to have a country.โ Secretary of State Rubio insists the U.S. can achieve all objectives without ground troops, yet the Pentagon is quietly positioning more than 50,000 troops in the region including fresh deployments of Rangers and SEALs under the vague banner of โmaximum optionality.โ
April 6, exactly seven days from now, is the deadline Trump set for Iran to reopen the Strait of Hormuz. Iran has formally rejected the U.S. fifteen-point plan. The IRGC Navy commander who oversaw the blockade was killed four days ago. The Houthis entered the conflict two days ago. Iran is now reinforcing Kharg Island with mines, traps, and additional air defenses.
The pattern is unmistakable. Every escalation compresses the timeline toward April 6. Every Iranian strike on Gulf civilian infrastructure strengthens the case for a limited U.S. ground raid on Kharg. Every day the strait remains closed is another day helium boils off, fertilizer shipments halt, insurance markets stay frozen, and repair queues lengthen.
This conflict is not drifting toward resolution. It is approaching a phase transition and phase transitions do not come with advance notice.
The two remaining paths are stark: twenty tankers moving through Hormuz on Monday, or a raid on Kharg by Easter. Those are not predictions; they are the narrowed options the architecture of this crisis has left us. The global supply chains downstream and the molecule sitting at minus 268.9 degrees Celsius in a stranded container remain indifferent to both.
โ1