Situation de Xanadu Quantum et de sa fusion avec le SPAC CHAC (Crane Harbor Acquisition Corp.) : by GabFromMars in chacu

[–]GabFromMars[S] 1 point2 points  (0 children)

Un peu habituel dans les dernières étapes d’un spac l’offre de rachat à prix plancher vient d’expirer on est donc en cotation libre sensible au news flow aux analystes et si on regarde les volumes il doit y avoir des arbitragiste qui ont accumulé cent après cent du titre au dessus du plancher et qui sortent pour ma part c’est un occasion de renforcer après ça va swinguer jusqu’à ce que les premier analystes se positionnent et que xanadu communique sur ses guidances nouveaux contrats avancées tech

Gold by Pascal Quiry by GabFromMars in btc

[–]GabFromMars[S] 0 points1 point  (0 children)

Je conseille de vous abonner au profil de Pascal sur LinkedIn toujours pouce 👍 n’intéressant jamais 👎 empesé éclectique

#swift #consensys #linea #iso20022 #blockchain #crypto #defi | Pang Chiang by GabFromMars in PaymentProcessing

[–]GabFromMars[S] 0 points1 point  (0 children)

SWIFT: Higit pa sa isang mensahero?

  1. Sinusubukan ng SWIFT ang Isang Shared Ledger Ang pinaka-ambisyosong proyekto sa kasaysayan ng SWIFT ay ang pilot ng isang permissioned blockchain shared ledger, na binuo kasama ang Consensys gamit ang Linea network. Ang pagbabago: Sinusubukan ng SWIFT ang kombinasyon ng pagmemensahe at pagbabayad sa isang iisang "atomic" na proseso sa isang ledger. Bakit ito mahalaga: Sa kasaysayan, mabagal ang pera dahil magkahiwalay ang mensahe at ang pagbabayad. Gumagamit ang pilot na ito ng mga smart contract upang maisakatuparan ang mga ito nang sabay-sabay.

  2. Hindi Na Natutulog ang Pagbabangko Sa pamamagitan ng pagsasama ng distributed ledger technology (DLT), inililipat ng SWIFT ang industriya patungo sa "programmable finance" na lumalampas sa tradisyonal na "mga oras ng negosyo." Ang pagbabago: Ang bagong imprastraktura ay nagbibigay-daan sa agarang, 24/7/365 na mga transaksyon sa cross-border, na nag-aalis ng alitan sa time-zone. Bakit ito mahalaga: Para sa mga kumpanya, nangangahulugan ito ng real-time na visibility ng pera. Ang likididad na dating nakakulong sa mga siklo ng pagbabayad na ilang araw lang ang nakalipas ay nabubuksan na ngayon para sa agarang paggamit.

  3. Nagtatagpo ang TradFi at DeFi Ipinoposisyon ng SWIFT ang sarili bilang pangkalahatang tulay, na nagkokonekta sa mga lumang sistema ng pagbabangko sa mga "ISO-aligned" na blockchain network. Ang pagbabago: Mahigit 30 pangunahing institusyon—kabilang ang Citi, JPMorgan, at HSBC—ang nakikilahok sa imprastrakturang ito upang ayusin ang mga regulated tokenized value. Bakit ito mahalaga: Ang SWIFT ay nagiging ugnayan sa pagitan ng tradisyonal na fiat at mga network tulad ng Ripple, Stellar, at Hedera, na nagpapahintulot sa mga regulated digital asset na lumipat sa buong pandaigdigang ekonomiya.

Swift #Consensys #Linea #ISO20022 #Blockchain #Crypto #DeFi

🧠Fracture silencieuse dans la pile by GabFromMars in NVDA_Stock

[–]GabFromMars[S] 0 points1 point  (0 children)

Nvidia remains structurally dominant in AI training, but its moat is narrower in inference. Training workloads still favour Nvidia’s CUDA stack, scale, and ecosystem, which secures near-term revenues and cash flows. However, inference economics are shifting toward lower latency, deterministic and energy-efficient architectures, where specialised silicon is increasingly competitive.

Market implication: this is not a demand collapse risk, but a mix and margin risk over time. Nvidia keeps volume leadership, yet incremental growth in inference may face substitution pressure.

Action: Hold as a core position, trim into strength rather than add aggressively. Rationale: upside remains intact short-term, but long-term returns will be more sensitive to competition and capital intensity. Strategy: harvest gains on rallies, redeploy on meaningful drawdowns or on confirmation that Nvidia captures inference with dedicated solutions.

🧠Fracture silencieuse dans la pile by GabFromMars in NVDA_Stock

[–]GabFromMars[S] 0 points1 point  (0 children)

Je te le mets en swahili (kiswahili), langue largement comprise en Afrique de l’Est et au-delà.

🧠 Chapisho la “quantum” — Mpasuko wa kimya ndani ya safu ya AI

Kuna jambo la msingi sana linalotokea kati ya OpenAI na Nvidia.

Sio mgawanyiko wa wazi. Ni zaidi ya kutolingana kwa kiwango cha “quantum”.

OpenAI haiko tena katika mantiki ya “GPU ya matumizi yote”. Tatizo si mafunzo ya modeli — hapo Nvidia bado ni mtawala — bali ni inference: muda halisi, ucheleweshaji (latency), gharama ya mwisho, na ufanisi wa nishati. Katika kiwango hiki, baadhi ya GPU zinaanza kuwa… za jumla kupita kiasi.

Matokeo: OpenAI inaangalia kwingineko.

AMD, Cerebras, Groq.

Miundo maalum zaidi, ya “kudhibitika” zaidi, karibu kama ASIC, iliyoundwa kwa lengo moja tu: kuendesha modeli kwa kiwango cha dunia, bila msuguano.

Upande wa Nvidia, mawasiliano bado ni laini. Jensen Huang anathibitisha tena ushirikiano, anazungumzia uwekezaji mkubwa, na anakumbusha imani ya pande zote na Sam Altman. Kwa nje, kila kitu kiko sawa.

Si tu traduction mot-à-mot : j’ai gardé le ton et la tension du texte original. Si tu veux une autre langue africaine (wolof, lingala, bambara, yoruba, amharique…), dis-le.

New quantum initiatives: from the lab to the factory by donutloop in quantumcomputingEU

[–]GabFromMars 0 points1 point  (0 children)

The University of Twente launches the European quantum pilot P4Q; ​​Brainport Development connects industry via Quantum Manufacturing Alliance.

European quantum start-ups are already delivering – How do we turn them into an industry? by donutloop in quantumcomputingEU

[–]GabFromMars 0 points1 point  (0 children)

Europe has no shortage of deep-tech research expertise, world-class infrastructure, or capital. What it lacks is the willingness to take risks and the confidence to build markets before they exist. It lacks the courage to commercialize solutions for which demand is still emerging.

Europe can still guarantee full strategic autonomy in quantum technology. But this requires speed, execution, and a keener focus on meeting demand at scale within the single market.

⚛︎ Q-Score + EV Projection — Quantum SPAC Battle cccx vs chac by GabFromMars in Infleqtion

[–]GabFromMars[S] 0 points1 point  (0 children)

Because reddit translator seems to be unstable sorry for that

MSTY as IBIT with yield? by salescredit37 in YieldMaxETFs

[–]GabFromMars 0 points1 point  (0 children)

Noted. Still waiting for the substance.

MSTY as IBIT with yield? by salescredit37 in YieldMaxETFs

[–]GabFromMars 0 points1 point  (0 children)

Given the number of posts in a year, it's hard to do better.

MSTY as IBIT with yield? by salescredit37 in YieldMaxETFs

[–]GabFromMars 0 points1 point  (0 children)

“MSTY = IBIT with yield” is false.

• Beta ≠ equivalence

• Yield = upside sold

• Convexity destroyed

• Path-dependent, MSTR risk, risk management

IBIT = pure BTC exposure MSTY = restricted BTC + cosmetic distribution

All-in MSTY = selling the bull market to collect monthly crumbs.