El Mundial llega a México. La información que te mantiene seguro, también. 🇲🇽
Presentamos el Centro de Monitoreo Dataint: alertas de eventos disruptivos en las tres sedes, mapas en tiempo real y directorios de emergencia.
Acceso gratuito 👉 https://t.co/YaLx4QXRbl
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.
Its capabilities exceed those of any model we’ve ever made generally available.
Quien amenaza la soberanía de los mexicanos no es EEUU. No es España. Y desde luego no es la Historia: Hernán Cortés o Isabel la Católica.
Son tres flagelos.
Internos, coludidos y corrosivos.
1. El crimen organizado.
2. El populismo autoritario.
3. La mentalidad de dependencia.
It takes a small village to organize a thriving Bitcoin community, especially in one of the biggest cities on Earth: Mexico City! 🇲🇽
It will be an honour to join the Fedi Community Chat tomorrow to talk about all the incredible work the @LaCasaDeSatoshi crew has been doing in Mexico City to foster and push Bitcoin adoption across Mexico! 🚀
In less than two years, we’ve gathered almost 2,000 people who have attended and subscribed to our events.
We also just organized a successful Bitcoin market last week at La Casa de Satoshi, where we used the Fedi wallet to onboard merchants and teach people how easy it is to pay for all kinds of things with Bitcoin.
Excited for this one! 👇
As we predicted, the structural vulnerabilities of the North American energy ecosystem are starting to fracture the Mexican energy market.
According to a core report by El Financiero, government-mandated price caps have triggered fuel shortages across 11 Mexican states. Columnist Atzayaelh Torres highlights that the voluntary pricing pact has shattered because Pemex imports a considerable amount of the nation's fuel and cannot absorb a 50% spike in maritime freight costs alongside soaring global spot prices while pump prices remain frozen.
Consequently, Mexico's domestic buffer has evaporated: Reynosa's storage has hit absolute zero, and the Valley of Mexico has just three days of inventory (violating the country's five-day legal safety minimum). This hand-to-mouth existence means redirecting supply to patch an emergency in Monclova instantly causes shortages in Saltillo. To survive, 4 out of 10 service stations have abandoned the pact, selling diesel above the mandated limit to avoid bankruptcy.
This domestic paralysis is colliding with a looming wall of U.S. protectionism, invalidating Pemex’s long-term supply contracts with American refineries. If the Trump administration shifts to export restrictions to safeguard domestic inventory, triggered once SPR drawdowns end, U.S. tank bottoms occur, and Asian markets exhaust reserves to aggressively resume crude buying, these contracts will become legally and logistically impossible to fulfill. Facing its own inventory crisis, Washington will prioritize domestic price stability and cut its southern neighbor loose, leaving Pemex completely stranded from its primary refining lifeline.
Globally, HFI Research warns we have crossed a "point of no return," exposing a massive disconnect between Wall Street consensus and physical reality. While JPMorgan, Goldman Sachs, and Morgan Stanley wishfully assume the Strait of Hormuz will reopen in June to keep oil around $100/bbl through year-end (with JPM admitting the Strait must open to avoid hitting a global tank bottom) geopolitical anchoring prevents a diplomatic resolution.
The physical market cannot be resolved with optimism: May’s implied global oil flow averaged a staggering deficit of -7.5 million b/d (driven by a 12 million b/d production shut-in, offset by a 2 million b/d demand loss and a 2.5 million b/d SPR release).
Even a June 1 resolution guarantees delays, as ballast tankers are currently in the U.S. draining excess storage, pushing any meaningful production restart to August at the earliest.
IEA Executive Director Fatih Birol recently confirmed that their last emergency oil release burned through a massive 20% of total collective stocks. While the IEA claims readiness for further action, the remaining 80% of reserves are thinly fragmented across 32 nations, and most of Europe has already fallen dangerously below its mandatory 90-day inventory floor.
For Mexico, these compounding global and regional pressures converge into an imminent economic reckoning.
Stranded without a domestic inventory cushion and structurally cut off from its American refining lifeline, the country faces a systemic supply cliff that no amount of political rhetoric can bridge. As the U.S. pivots inward to hoard its remaining stocks and the global market fights over the IEA's fragmented reserves, Pemex will be forced to compete for prohibitively expensive international spot cargoes: a high-stakes game it fundamentally lacks the liquidity to play.
Mexico is now looking at a systemic transportation paralysis, cascading industrial supply chain disruptions, and severe inflationary shocks on basic goods. The country is rapidly accelerating toward a hard floor where the illusion of subsidized energy sovereignty completely shatters against the unyielding physical reality of an empty tank.
We’re reimagining a 50-year-old interface - the mouse pointer - with AI. 🖱️
These experimental demos show how people can intuitively direct Gemini on their screens using motion, speech, and natural shorthand to get things done 🧵
Ayer en La Casa de Satoshi, nuestro evento “Qué pedo con el Bear Market?” fue un éxito. 🐻📉
La gente quizá esperaba hablar sobre el precio de Bitcoin, líneas de tendencia y noticias del mercado, pero los sorprendimos con algo completamente diferente.
Presentamos cuatro modelos de valoración de Bitcoin inspirados directamente en el nuevo informe trimestral de @AureoBitcoin, escrito por @santiagovare1a y @tristanborgess, ambos miembros y cofundadores de La Casa de Satoshi.
Nuestro objetivo en La Casa de Satoshi siempre es presentar Bitcoin por lo que realmente es: un sistema monetario completamente nuevo e independiente, no solo un activo digital para especular.
Gracias a la comunidad por asistir y por crear un espacio tan valioso para discusiones profundas.
Nos vemos pronto en el Tianguis Bitcoin el 23 de mayo.
Puedes registrarte usando el siguiente enlace👇https://t.co/7n6x4fNUZz