Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🇻🇪 Rubio just confirmed Venezuela is selling oil at FULL market price for the 1st time in decades.
Remember when China was getting Venezuelan oil at a massive discount?
That's gone now.
Venezuela flipped from selling to China's discounted barrel
to a US-backed full-price supplier🛢️
We are not in normal markets anymore
Remember when China was getting Venezuelan oil at a massive discount?
That's gone now.
Venezuela flipped from selling to China's discounted barrel
to a US-backed full-price supplier🛢️
We are not in normal markets anymore
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Congrats to #Starcloud_ on their $170M Series A at a $1.1B valuation!
They're building data centers in space—just 17 months from YC Demo Day to unicorn. They launched their first satellite with an Nvidia H100 GPU last year and are now developing Starcloud-3, a spacecraft designed to launch from Starship that aims to be cost-competitive with Earth-based data centers for AI inference.
www.starcloud.com
They're building data centers in space—just 17 months from YC Demo Day to unicorn. They launched their first satellite with an Nvidia H100 GPU last year and are now developing Starcloud-3, a spacecraft designed to launch from Starship that aims to be cost-competitive with Earth-based data centers for AI inference.
www.starcloud.com
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🇨🇭 Global One SI - Prompt
THE ANTHROPIC TEAM DOESN'T WRITE CODE ANYMORE. this guy's friend got hired at Anthropic 3 weeks ago. nobody on his team has hand written code in months. they run multiple agents in parallel and act more like managers than engineers. his friend said…
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Marc Andreessen explains how AI has triggered a three-way standoff among Product-Managerss, engineers, and designers.
Each thinks AI lets them do the other two jobs, and the irony is that all may soon find AI can manage them too.
Each thinks AI lets them do the other two jobs, and the irony is that all may soon find AI can manage them too.
Mistral just raised $830M to build Nvidia-powered AI data centers in Europe and turn European demand for sovereign AI into its own infrastructure business.
The bet is that many companies and governments no longer want to rent core AI capacity only from US cloud groups, because the model, the servers, and the control layer all sit outside Europe.
Over half of Mistral’s revenues come from Europe
Mistral was valued at nearly €12bn last year in a €1.7bn equity financing led by chip equipment maker ASML. It was on track to surpass $1bn in annual recurring revenue by the end of this year
Mistral’s pitch is a full-stack setup, which means selling the model, the software around it, and the computing layer together so customers can run custom systems without handing the whole stack to Microsoft, Amazon, or Google.
The financing is debt, not fresh equity, which tells you Mistral thinks these centers can produce predictable cash flow fast enough to repay lenders from real usage rather than distant hope.
The sharp question is whether Europe’s hunger for AI autonomy stays strong enough to fill all this new capacity before cheaper outside clouds close the gap on price and convenience.
The bet is that many companies and governments no longer want to rent core AI capacity only from US cloud groups, because the model, the servers, and the control layer all sit outside Europe.
Over half of Mistral’s revenues come from Europe
Mistral was valued at nearly €12bn last year in a €1.7bn equity financing led by chip equipment maker ASML. It was on track to surpass $1bn in annual recurring revenue by the end of this year
Mistral’s pitch is a full-stack setup, which means selling the model, the software around it, and the computing layer together so customers can run custom systems without handing the whole stack to Microsoft, Amazon, or Google.
The financing is debt, not fresh equity, which tells you Mistral thinks these centers can produce predictable cash flow fast enough to repay lenders from real usage rather than distant hope.
The sharp question is whether Europe’s hunger for AI autonomy stays strong enough to fill all this new capacity before cheaper outside clouds close the gap on price and convenience.
$VCX just crashed 82% in 5 days and most people still don't understand what happened.
A fund called Fundrise Innovation Fund listed on the NYSE on March 19 at a NAV of $19 per share
Within 5 trading days it hit $575 and that's a 1,840% move
Here's what's inside the fund:
- Anthropic = 21%
- Databricks = 18%
- OpenAI = 10%
- Anduril = 7%
- SpaceX = 5%
$VCX had a NAV of $19 per share. and at $575, the market was valuing a $537 million fund at over $16 billion
Then Citron Research dropped a short report on March 26.
- Down 31% that day
- Down 34% the next
- Down another 40%+ by March 30
From $575 to $104 in five days and the fund still trades at 5x its actual NAV
The crash isn't over.
A fund called Fundrise Innovation Fund listed on the NYSE on March 19 at a NAV of $19 per share
Within 5 trading days it hit $575 and that's a 1,840% move
Here's what's inside the fund:
- Anthropic = 21%
- Databricks = 18%
- OpenAI = 10%
- Anduril = 7%
- SpaceX = 5%
$VCX had a NAV of $19 per share. and at $575, the market was valuing a $537 million fund at over $16 billion
Then Citron Research dropped a short report on March 26.
- Down 31% that day
- Down 34% the next
- Down another 40%+ by March 30
From $575 to $104 in five days and the fund still trades at 5x its actual NAV
The crash isn't over.
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🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 A “death-defying” special forces mission could be considered to target Iran’s enriched uranium stockpile, according to The Telegraph. The report describes a high-risk commando-style operation on the ground aimed at seizing or degrading uranium hidden…
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🇺🇸💥U.S. Deploys Hundreds of Elite Special Operators to Middle East:
Hundreds of elite U.S. special operations forces - including Navy SEALs, Army Rangers, Delta Force, and the 160th SOAR (Night Stalkers) have landed in the Middle East.
This deployment, part of a broader buildup bringing the total regional presence to over 50,000, comes amidst escalating tensions with Iran.
While currently unassigned, the troops are intended to provide President Trump with immediate, "maximum optionality" for potential action.
Efforts will likely focus on securing or disrupting operations near the Strait of Hormuz and Kharg Island.
Additionally, potential raids on, or seizures of, Iran’s nuclear facilities and enriched uranium stockpiles cannot be ruled out.
Prepare for impact!
Hundreds of elite U.S. special operations forces - including Navy SEALs, Army Rangers, Delta Force, and the 160th SOAR (Night Stalkers) have landed in the Middle East.
This deployment, part of a broader buildup bringing the total regional presence to over 50,000, comes amidst escalating tensions with Iran.
While currently unassigned, the troops are intended to provide President Trump with immediate, "maximum optionality" for potential action.
Efforts will likely focus on securing or disrupting operations near the Strait of Hormuz and Kharg Island.
Additionally, potential raids on, or seizures of, Iran’s nuclear facilities and enriched uranium stockpiles cannot be ruled out.
Prepare for impact!
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🇮🇱🇮🇷 The Israel Defense Forces announce that they have almost completely finished bombing the targets they identified themselves at the start of the conflict with Iran.
Now, according to The Times of Israel, they have received a new directive from the country's political leadership — to shift to strikes on the Iranian regime's "economic" facilities.
The Israeli defense system calls this stage the "completion phase." According to their assessment, Iran's military capabilities have already been significantly weakened, and conditions have been created that may contribute to the weakening or collapse of the regime.
Since most of Iran's arms production facilities have already been destroyed or damaged, Israeli leadership has ordered the military to carry out strikes on targets that will cause economic damage to the regime.
In this context:
About two weeks ago, a strike was carried out on important gas infrastructure located in southern Iran.
On Friday, two of Iran's largest steel plants were bombed.
In both cases, the goal was to inflict maximum economic damage on the Iranian regime.
The Israeli defense structure plans additional strikes of this type to further weaken Iran's economic foundation and, accordingly, the regime itself.
Now, according to The Times of Israel, they have received a new directive from the country's political leadership — to shift to strikes on the Iranian regime's "economic" facilities.
The Israeli defense system calls this stage the "completion phase." According to their assessment, Iran's military capabilities have already been significantly weakened, and conditions have been created that may contribute to the weakening or collapse of the regime.
Since most of Iran's arms production facilities have already been destroyed or damaged, Israeli leadership has ordered the military to carry out strikes on targets that will cause economic damage to the regime.
In this context:
About two weeks ago, a strike was carried out on important gas infrastructure located in southern Iran.
On Friday, two of Iran's largest steel plants were bombed.
In both cases, the goal was to inflict maximum economic damage on the Iranian regime.
The Israeli defense structure plans additional strikes of this type to further weaken Iran's economic foundation and, accordingly, the regime itself.
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🇨🇭 Global One SI - Prompt
🇺🇸💥U.S. Deploys Hundreds of Elite Special Operators to Middle East: Hundreds of elite U.S. special operations forces - including Navy SEALs, Army Rangers, Delta Force, and the 160th SOAR (Night Stalkers) have landed in the Middle East. This deployment,…
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❗️❗️🇺🇸🇮🇷 At this moment, 12 A-10 Thunderbolt II attack aircraft are being redeployed from Bangor Air Base to RAF Lakenheath in the UK, supported by aerial refueling tankers.
▪️ The move suggests preparations for potential expanded operations, with additional close air support assets being positioned in Europe before a possible transfer to the Middle East.
▪️ The deployment could be aimed at supporting ground forces if operations escalate.
▪️ The move suggests preparations for potential expanded operations, with additional close air support assets being positioned in Europe before a possible transfer to the Middle East.
▪️ The deployment could be aimed at supporting ground forces if operations escalate.
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🇨🇭 Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$RKLB - Rocket Lab Receives Regulatory Approval For Mynaric AG Acquisition
Rocket Lab announced it has received regulatory approval to acquire Mynaric. The transaction was reviewed and approved by Germany's Federal Ministry for Economic Affairs and Energy and as a result, Rocket Lab expects the transaction to close in April. "Receiving regulatory approval is an important milestone on the path to acquiring Mynaric.
We're an exciting step closer to expanding our ability to support the German and European space industry at a much greater level," said Rocket Lab founder and CEO Sir Peter Beck. "Laser communications are a critical enabler for the constellations of today and tomorrow, and Rocket Lab is going to make them available at scale. We look forward to joining forces with the Mynaric team so that we can make optical terminals available at the volume and pace that commercial and government satellite customers demand across Europe and our existing markets."
Rocket Lab announced it has received regulatory approval to acquire Mynaric. The transaction was reviewed and approved by Germany's Federal Ministry for Economic Affairs and Energy and as a result, Rocket Lab expects the transaction to close in April. "Receiving regulatory approval is an important milestone on the path to acquiring Mynaric.
We're an exciting step closer to expanding our ability to support the German and European space industry at a much greater level," said Rocket Lab founder and CEO Sir Peter Beck. "Laser communications are a critical enabler for the constellations of today and tomorrow, and Rocket Lab is going to make them available at scale. We look forward to joining forces with the Mynaric team so that we can make optical terminals available at the volume and pace that commercial and government satellite customers demand across Europe and our existing markets."
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A sub-$500 bionic hand is finally hitting the market. 🖐️🤖
SoftSync just dropped the FlexHand V1, a 6-DoF tendon-driven gripper that weighs just 314g but can snatch up a 2500g (5.5 lbs) load.
This 1:1 human-scale hand is built with a proprietary soft-lattice structure, making it waterproof and rugged enough to handle direct impacts without breaking.
It features flexible adaptive grasping that handles towels, oranges, soda, and heavy objects with zero compatibility issues.
The early-bird price is just 3499 RMB (approx. $484), which is practically a rounding error compared to traditional research-grade bionic hands.
Only 20 units available for this first drop—mostly targeting the hardcore dev community looking for a cheap, tough end-effector.
SoftSync just dropped the FlexHand V1, a 6-DoF tendon-driven gripper that weighs just 314g but can snatch up a 2500g (5.5 lbs) load.
This 1:1 human-scale hand is built with a proprietary soft-lattice structure, making it waterproof and rugged enough to handle direct impacts without breaking.
It features flexible adaptive grasping that handles towels, oranges, soda, and heavy objects with zero compatibility issues.
The early-bird price is just 3499 RMB (approx. $484), which is practically a rounding error compared to traditional research-grade bionic hands.
Only 20 units available for this first drop—mostly targeting the hardcore dev community looking for a cheap, tough end-effector.
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DATA CENTER STOCKS GOT OBLITERATED
🔴 $NBIS - $92.26 (-8.49%)
🔴 $IREN - $31.62 (-9.89%)
🔴 $CRWV - $69.15 (-7.57%)
🔴 $CIFR - $12.02 (-12.59%)
🔴 $WULF - $13.70 (-7.99%)
🔴 $ORCL - $138.80 (-0.62%)
🔴 $APLD - $20.54 (-13.53%)
🔴 $BITF - $1.84 (-5.64%)
🟢 $WYFI - $11.20 (3.90%)
🔴 $HUT - $42.72 (-9.88%)
🔴 $NBIS - $92.26 (-8.49%)
🔴 $IREN - $31.62 (-9.89%)
🔴 $CRWV - $69.15 (-7.57%)
🔴 $CIFR - $12.02 (-12.59%)
🔴 $WULF - $13.70 (-7.99%)
🔴 $ORCL - $138.80 (-0.62%)
🔴 $APLD - $20.54 (-13.53%)
🔴 $BITF - $1.84 (-5.64%)
🟢 $WYFI - $11.20 (3.90%)
🔴 $HUT - $42.72 (-9.88%)
🇨🇭 Global One SI - Prompt
#Starlink does not just dominate low Earth orbit - it actively works to keep it safe Most satellite operators guard their data SpaceX publishes its full ephemeris (position + velocity) with 72-hour predictions, updated 3 times a day - openly available to…
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There are 10,136 active Starlink satellites at this moment
Senator Cynthia Lummis introduceda bill called the "Mined in America Act", aimed at supporting BTC mining in the USA.
Main points:
➠ Tax incentives on capital gains for miners, selling assets to the government.
➠ Creation of a voluntary "Mined in America" certification for mining companies.
➠ Refusal to use equipment associated with foreign adversaries (referring to China).
➠ Support for local production of mining equipment.
➠ Integration of mining into existing US energy programs.
➠ Formation of a strategic BTC reserve (❗️) at the state level.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
💣1 month of war...
This is the damage since February 28
🇦🇪 UAE -17.4% inside the war zone
🇩🇪 Germany -11.0% 67% fossil fuel dependent
🇮🇳 India -10.6% losing cheap Iranian oil
🇨🇭 Switzerland -10.2%
🇫🇷 France -9.8%
🇰🇷 S. Korea -9.7% , 80% energy import dependent
🇺🇸 NASDAQ -9.3%
🇯🇵 Japan -7.5% 84% import dependent
🇨🇳 China -6.4% lost Venezuelan AND Iranian discount oil
🇧🇷 Brazil -5.2%
The countries hit hardest?
Exactly the ones most dependent on Gulf energy.
Exactly the ones we've been tracking all month.
And here's what's sobering...This is ONE month
📌 Ras Laffan takes 2-4 years to rebuild
📌 Hormuz still near standstill
📌 Habshan-Fujairah pipeline now on fire
The market is pricing in a resolution.
The infrastructure is pricing in 2028.
This is the damage since February 28
🇦🇪 UAE -17.4% inside the war zone
🇩🇪 Germany -11.0% 67% fossil fuel dependent
🇮🇳 India -10.6% losing cheap Iranian oil
🇨🇭 Switzerland -10.2%
🇫🇷 France -9.8%
🇰🇷 S. Korea -9.7% , 80% energy import dependent
🇺🇸 NASDAQ -9.3%
🇯🇵 Japan -7.5% 84% import dependent
🇨🇳 China -6.4% lost Venezuelan AND Iranian discount oil
🇧🇷 Brazil -5.2%
The countries hit hardest?
Exactly the ones most dependent on Gulf energy.
Exactly the ones we've been tracking all month.
And here's what's sobering...This is ONE month
📌 Ras Laffan takes 2-4 years to rebuild
📌 Hormuz still near standstill
📌 Habshan-Fujairah pipeline now on fire
The market is pricing in a resolution.
The infrastructure is pricing in 2028.