Uwe Jens Cerron tradersguild.global

Dutch East India

[Capital Flows @Globalflows]

If $MSTR never existed, the price of Bitcoin would be higher right now

They have injected more credit risk into the system and suppressed the price significantly more than they've pushed it up

[Da7em @Da7_Tech]

You heard it here first.

Once Jensen falls Hugging Face shuts down, and after that nobody's downloading open models anymore. The people at the top only care about money and power. Our freedom won't survive that.

So pull the open models you care about off Hugging Face now, while you still can. Nobody knows what the next few years look like.

Grab a mix of sizes:
• Ornith 9B
• Qwen3.8-27B
• DeepSeek-V4-Flash
• GLM-5.3

Save each one as GGUF Q4. Add the MLX 4-bit for Apple Silicon when there is one, and NVFP4 if you've got Blackwell hardware.

4-bit is the sweet spot. You keep the quality and don't burn storage.

Can't run the biggest ones yet? Doesn't mean you won't be able to tomorrow.

Stash them somewhere safe. One day you'll be really glad you did.

[Rob Perillo @robperillo]

FYI Regarding the latest on SpaceX development in Vermilion Parish...

[Uwe Jens Cerron tradersguild.global @traders_guild]

@nothing81720391 @WAdrewhawkins why?

[Robbie Mouton @mcgmouton57]

NEW: Confidential state records show Louisiana officials listed "the construction of a new city in Vermilion Parish" among the needs to win SpaceX's spaceport, and studied how Starbase, TX works. Via WWNO/Gulf States Newsroom: https://t.co/nDU5366vH2 #VermilionParish

[Robbie Mouton @mcgmouton57]

SpaceX plans to build Starship in Vermilion Parish, not just launch it. A new Pecan Island job describes "Starship production" at the La. site, with relocation to Louisiana in early 2027, per The Vermilion Times. This is the first time there is confirmation that rockets will be built on site in Louisiana by SpaceX management. https://t.co/mY32y3DScX #VermilionParish

[LouisianaCyberTruck 🇺🇸 @LACyberTruck]

Here’s the intersection of Freshwater Bayou and the Gulf of America, looking southeast.

Freshwater Bayou isn't fully natural at the Gulf end. The Freshwater Bayou Canal was dug in 1965–67 to connect Intracoastal City with the Gulf.
Just North of the picture (to the left) are the Freshwater City locks, opened in 1968, to keep saltwater out of the freshwater marshes. It stays closed most of the time and opens only for boat traffic or to drain high water after heavy rain.

Boat wakes ate away the canal banks at about 12.5 feet a year. The channel went from about 173 feet wide in 1967 to about 583 feet by 1990.
Miles of rock dikes have been built along both banks to slow erosion and protect the marsh behind them.

This spot is proposed to soon be extremely active with construction vessel traffic.

[Elon Musk @elonmusk]

@XFreeze Much appreciated, Mississippi ❤️

[Bill Gurley @bgurley]

“a single courageous State may, if its citizens choose, serve as a laboratory; and try novel social and economic experiments”

[DogeDesigner @cb_doge]

BREAKING: Louisiana signs a contract worth up to $6.8 million to support transportation planning for SpaceX’s Starbase Louisiana.

The agreement with a New Orleans engineering firm covers:

• Road and bridge assessments
• Traffic studies and engineering design
• Permits, utility coordination and construction oversight

It supports SpaceX’s planned $100 billion spaceport in Vermilion Parish, designed to handle thousands of launches annually.

The broader project is expected to create 3,000 direct jobs over 10 years, with an average annual salary of $92,600.

[Frank Holmes @bulldogholmes]

Listening to the champion of Bitcoin Michael Saylor speaking in Miami at the Cantor Investment conference on the Convergence of Power, Digital Infrastructure, Data Centers , Ai and Bitcoin

[Phillip Lord @philliplord1]

Great day at Cantor Convergence in Miami.
Learned so much from some of the best in the industry: Cathie Wood, Citadel Securities, Coatue and Steven Mnuchin on capital, Figure on humanoids, and Cognition and Harvey on AI.
Hearing the founders tell their companies' stories firsthand is something no deck can replace. And great networking with people building the future.
Capital, AI and robotics are converging fast. Grateful to have been in the room.
判断基準は1株あたりの長期価値

[Axios @axios]

Scoop: Inside Bessent's Situation Room confrontation with Lutnick over China chip security https://t.co/GfY95HsnLU

[Chris McGuire @ChrisRMcGuire]

Secretary Lutnick literally couldn't even explain why Megaspeed isn't on the Entity List when confronted about it at an NSC meeting by Secretary Bessent. Not only does the rest of the administration not support Commerce's refusal to implement or enforce export controls, but Commerce can't even explain their lack of action when asked about it. This is beyond absurd, and needs to be investigated.

And to be clear, placing Megaspeed on the Entity List today would be way too little too late. Chinese AI chip smuggling via Southeast Asia is rampant. China would just get chips via Speedmatrix, or any of the dozens of other cutouts in Malaysia/Singapore/Thailand that already exist.

Commerce needs to enforce the existing regulations (which it has refused to enforce since May 2025) that would require a license for all AI chip shipments to Southeast Asia, and also require a license for all large-scale AI chip orders to non-trusted companies in most countries. If a sketchy company is ordering $5 billion worth of AI chips, the US government must know about it and at least have the ability to block the sale.

This is the only way to cut down on Chinese smuggling, otherwise we're just playing a game of whack-a-mole that is difficult in the best of times, and that this Commerce department has shown it is uniquely inept at.

[Uwe Jens Cerron tradersguild.global @traders_guild]

@hansolar21 lolol

[Uwe Jens Cerron tradersguild.global @traders_guild]

The greatest cities in America are yet to be built.

[drew hawkins @WAdrewhawkins]

SCOOP: Louisiana officials listed building a new city in Vermilion Parish among “anticipated needs to win” SpaceX’s $100 billion spaceport, according to confidential records.

The records offer another glimpse into the negotiations that preceded the announcement of the project.

[Elon Musk @elonmusk]

@zerohedge That would be an honor

[LordPos3idon @LordPos3idon]

Is this fucking China where we try to Jack Ma a guy at the top? What are we doing here? You can come with all this accounting fraud shit but that isn’t PROVEN! So ya just want to oust a man for sex? This is frankly absurd. We’re still an ass backwards country if this kind of PR Salem With Hunt can keep being effective. We have no principles only stock price.

[Uwe Jens Cerron tradersguild.global @traders_guild]

@WAdrewhawkins a network city. just like what i wrote https://t.co/Jjhwlnvv4C

[drew hawkins @WAdrewhawkins]

SCOOP: Louisiana officials listed building a new city in Vermilion Parish among “anticipated needs to win” SpaceX’s $100 billion spaceport, according to confidential records.

The records offer another glimpse into the negotiations that preceded the announcement of the project.