Progress by Sharing Ideas 💡 がリツイート
Progress by Sharing Ideas 💡
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Progress by Sharing Ideas 💡
@amanvincent
Xpressing Great Ideas,Sharing Knowledge & Encouraging All to Grow :)....
参加日 Kasım 2015
5.5K フォロー中1.3K フォロワー
Progress by Sharing Ideas 💡 がリツイート

Green Hydrogen Production Ramps Up with Plug Power’s 275 MW Electrolyzers for Courant Project – Hydrogen Fuel News hydrogenfuelnews.com/green-hydrogen…

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Progress by Sharing Ideas 💡 がリツイート

Most people think Brazilian assets are cheap because something is wrong with Brazil.
They're wrong.
Brazilian assets are cheap because of a structural wiring problem between where the money is and where the opportunity is.
92% of global institutional capital is allocated to the US, Europe, and developed Asia.
Emerging markets get 8%.
Brazil gets a fraction of that 8%.
The average American pension fund has 0.1-0.3% exposure to Brazil. The average endowment: similar.
When you ask why, you get the same five objections every time.
"The taxes are too high."
Brazil's corporate tax rate is 34%. The US effective corporate rate (federal plus state) averages 25-27%. The gap is real but it's single digits, not the chasm people imagine. And Brazil just passed the largest tax reform in its history (2023), replacing five overlapping consumption taxes with a single dual VAT system. The new system takes full effect by 2033. Every multinational that set up in Brazil before the simplification captured the discount. Every one that waits until after pays full price.
"The bureaucracy is impossible."
The bureaucracy is complex, slow, and very real. It's also completely navigable. JBS built an $86 billion company inside that bureaucracy. Nubank built an $85 billion company inside it. WEG built a $40 billion company inside it. Embraer, Suzano, Ambev, TOTVS, Localiza, Rede D'Or. Every one of these was built inside the same system that foreigners say is impossible. The bureaucracy filters out everyone who won't do the work. The ones who do the work operate in a market with less competition precisely because everyone else quit at the paperwork.
"The currency is volatile."
The real has traded between R$4.80 and R$6.30 against the dollar over the past three years. Volatile, yes. But every time the real weakens, Brazilian exporters become more competitive globally and dollar-denominated investors buy assets cheaper. The BCB holds over $330 billion in reserves. It intervenes actively. It raised rates to 13.75% before the Fed started hiking and fought inflation faster and harder than most major central banks in the 2021-2023 cycle. BCB independence was formalized by law in 2021 with fixed four-year terms. This is not the currency regime of the 1990s.
"The political environment is unstable."
Brazil has held uninterrupted democratic elections since 1989. Power has transferred peacefully between left and right multiple times. The central bank operates independently of the president. The judiciary blocked executive overreach from both Bolsonaro and Lula. The institutions held. Compare that to the US in January 2021 or the current state of French politics. Every country has political risk. The difference is that Brazilian political risk is priced in. American political risk is priced as if it doesn't exist.
"Corruption is systemic."
Lava Jato (Operation Car Wash) was one of the largest anti-corruption investigations in the history of any democracy. It prosecuted sitting presidents, senators, governors, and the CEOs of the largest companies in the country. Billions were recovered. Executives went to prison. The system exposed its own corruption and punished it publicly. Very few countries have investigated and convicted their own leaders at that scale. Brazil didn't hide from corruption. It prosecuted it on live television.
Now look at what that money is missing while it debates these objections...
A factory in Joinville, Santa Catarina producing precision components at 25% margins with zero debt trades at 4-8x EBITDA. The identical factory in Wisconsin trades at 10-15x. Same product. Same margins. Same customers. Half the price.
The Ibovespa trades at under 11x forward earnings. The S&P 500 trades at 21x.
Brazilian farmland costs $5,200/hectare in MATOPIBA. Iowa costs $49,400. Both grow soybeans. Brazil harvests twice per year.
Brazilian beef exports generated $18 billion in 2025 (up 40% in a single year). The companies that produced it trade at a fraction of their American and Australian equivalents.
Nubank is worth $85 billion and serves 110 million customers. It was founded 13 years ago by three people with no bank.
WEG is a $40 billion industrial manufacturer from a town of 180,000 people that exports to 135+ countries. Most global investors cannot name it.
Embraer builds half the regional jets flying in America. Its market cap is a rounding error compared to Boeing or Airbus.
The discount has nothing to do with risk. The infrastructure connecting global capital to Brazilian opportunity doesn't exist yet.
Nobody covers it. Goldman doesn't have an office in Maringá. JP Morgan doesn't have an analyst in Campo Grande. Morgan Stanley doesn't follow mid-market manufacturers in Caxias do Sul. Without coverage there's no capital flow. Without capital flow there's no price discovery. The asset stays cheap regardless of quality.
Meanwhile in the last 18 months:
Chinese FDI in Brazil grew 113%.
The US committed $565 million to critical minerals.
The EU signed its largest trade deal ever (720 million consumers, 90%+ tariffs eliminated).
The Ibovespa hit 16 all-time records in 2026. Up 22% YTD. Up 30%+ in dollar terms in 2025.
BTG Pactual reported "enormous increase in interest from large pension funds and sovereign funds."
The objections haven't changed in 20 years. The taxes. The bureaucracy. The currency. The politics. The corruption.
The smart money heard all five objections and invested anyway.
The discount isn't permanent. It never is.
The question is whether you position before the bridge is built or after everyone else has already crossed it.
Brazil isn't broken. Most of the world just hasn't figured out what's here yet.
They will.
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Progress by Sharing Ideas 💡 がリツイート

#Spain and #US-based @modernrelay, a shared foundation for enterprise #AI, has raised a €2.5 million funding round along with releasing its first #opensource product, Omnigraph 🇪🇸/🇺🇸 🚀
eu-startups.com/2026/04/exclus…
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Progress by Sharing Ideas 💡 がリツイート
Progress by Sharing Ideas 💡 がリツイート

Haven-1 Experience is back at @SpaceFoundation's 41st Space Symposium in Colorado Springs, CO. Stop by the back patio of Bartolin Hall to tour our full-scale model of Haven-1, scheduled to be the world’s first commercial space station.

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Progress by Sharing Ideas 💡 がリツイート

Things Americans believe about Brazil that are completely wrong:
"Brazil is dangerous."
São Paulo's murder rate is approximately 6 per 100,000. St. Louis, Baltimore, New Orleans, and Detroit all exceed 40. Latin America's largest city (the place most Americans picture when they think "dangerous Brazil") is safer per capita than St. Louis, Baltimore, New Orleans, Detroit, Memphis, and Cleveland.
"Brazil is poor."
8th largest economy on earth. 7th by purchasing power. GDP larger than Italy's. Unemployment at 5.3% (the lowest since 2012). 108.2 million tonnes of soybeans exported in 2025 ($43.5 billion). $18 billion in beef exports. $86 billion in revenue from a single meat company (JBS). $7.6 billion from a single airplane manufacturer (Embraer).
"Brazil only exports raw materials."
Embraer is the third-largest aircraft manufacturer on earth. Half the regional jets in America are Brazilian. WEG is a $40 billion industrial manufacturer that exports to 135+ countries. Nubank serves 110 million customers and is worth $85 billion. The Manaus Free Trade Zone assembles Samsung phones, Honda motorcycles, and LG electronics inside the Amazon.
"Brazil's financial system is backwards."
Pix processes 6-7 billion transactions per month. 170 million users. 93% of the adult population. The Fed launched FedNow nearly three years after Pix. Adoption: minimal. Brazil has Open Finance with 60+ million active consents. The US does not. Brazil has an active CBDC pilot (Drex). The US does not.
"The currency is unstable."
Brazil's Central Bank raised rates to 13.75% before the Fed started hiking. It fought inflation faster and harder than most major central banks in the 2021-2023 cycle. BCB independence was formalized by law in 2021 with fixed four-year terms. The dollar touched R$5.00 for the first time in two years. The Ibovespa hit 16 all-time records in 2026 and is up 22% YTD.
"Nobody invests in Brazil."
Chinese FDI grew 113% in 2024. The US committed $565 million to critical minerals. The EU just signed its largest trade deal ever (720 million consumers, 90%+ tariffs eliminated). BTG Pactual reported "enormous increase in interest from large pension funds and sovereign funds." The Ibovespa gained 30%+ in dollar terms in 2025.
"The Amazon is being destroyed."
Brazil still holds 60% of the Amazon rainforest. It has a higher share of renewable electricity than any major economy on earth (87%). The EU-Mercosul deal requires deforestation-free certification for all agricultural exports starting late 2026. Brazil powers itself with water while exporting oil. Very few countries on earth can say the same.
The gap between what Americans think they know about Brazil and what is actually true is wider than any valuation gap in financial markets.
That gap is the opportunity.
Next time someone tells you Brazil is "risky," ask them what they actually know about it.
Most of the time, the answer is nothing.

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Progress by Sharing Ideas 💡 がリツイート

Introducing the Vast Astronaut Flight Suit. Built with a human-centric design and developed in partnership with Vast Lead Astronaut @Astro_Feustel, the suit prioritizes mobility, comfort, and on-orbit functionality.
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Progress by Sharing Ideas 💡 がリツイート

Europe’s top 10 FinTechs are worth over $200 BILLION 🤯
And most of that comes from one country..
From the top:
• 🇬🇧 @Revolut — $75B
• 🇳🇱 @Adyen — $36B
• 🇬🇧 @Worldpay_Global — $24B
• 🇬🇧 @SumUp — $15B
• 🇩🇪 @traderepublic — $15B
• 🇬🇧 @Checkout — $12B
• 🇬🇧 Admiral Group Plc — $12B
• 🇬🇧 @Wise — $12B
• 🇬🇧 @FinastraFS — $10B
• 🇬🇧 ION — $9B
A highly concentrated landscape, with a few standout players across Europe.
📷 Source: Multiples.vc
Which of these do you think will break away even further from the pack?
And, what is going to be the next European FinTech to break into this top 10?

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Progress by Sharing Ideas 💡 がリツイート

🚢📈 O Brasil já tem novo aumento em exportações, corrente de comércio e superávit de janeiro até a 2ª semana de abril. Já são US$ 97,22 bi em exportações e US$ 173,51 bi de corrente de comércio.
#PraTodosVerem: esta imagem possui recurso de texto alternativo.⤵️

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Progress by Sharing Ideas 💡 がリツイート

@DimaZeniuk @Starlink @grok Como a Starlink beneficiou o governo e os cidadãos do Brasil na construção nacional e no crescimento econômico — apresente em tópicos.
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India's #Patent filings jump 30% to in FY26; domestic share crosses 69%!
@EUScienceInnov @auscienceinnov @CFIT_UK
@innovateuk @Finep @tech_eu @tech @techday_au
timesofindia.indiatimes.com/business/india…
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Progress by Sharing Ideas 💡 がリツイート

🇪🇸🇨🇳 Primeiro-ministro da Espanha visita sede da @Xiaomi na China onde se encontrou com o fundador e CEO @leijun. Pedro Sánchez demonstrou interesse em tornar a Espanha em hub europeu da gigante chinesa.
Pedro Sánchez@sanchezcastejon
Hoy he visitado junto a @leijun, @Xiaomi, una exhibición de los productos más innovadores de su marca. Le he trasladado que España ofrece un ecosistema industrial y logístico competitivo para proyectos de cooperación tecnológica al más alto nivel entre empresas chinas y españolas. Tenemos talento, fiabilidad y oportunidades de futuro.
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Progress by Sharing Ideas 💡 がリツイート

WhatsApp’s “End-to-End Encryption by default” claim is a massive privacy fraud and most users have no idea about it
Here’s the clear truth you need to know:
- Meta loves to advertise that your chats are “private” and “secure”
- But in reality, ~95% of your private messages are not protected the way they claim -that protection does not automatically extend to cloud backups
WhatsApp automatically creates backups of your chats
These backups are stored on Apple’s iCloud or Google Drive servers where the tech giants have complete access. They are not protected by WhatsApp’s E2EE unless you manually turn it on
Backup encryption is optional and the vast majority of people never turn it on (or use a strong password even if they do)... This setting is usually hidden deep in the options
Even if you are careful and enable encrypted backups… it almost doesn’t matter
~90%+ of the people you message with haven’t done the same
That means almost every conversation you have still ends up sitting in a cloud backup controlled by big tech - fully accessible to Apple and Google and anyone they share it with
There is a long history of Apple & Google hand over these backed-up WhatsApp messages to governments and third parties thousands of times every single year
Law enforcement can bypass WhatsApp entirely and serve a search warrant directly to Apple or Google to obtain a user's cloud backup
An internal FBI document leaked in 2021 confirmed that this is a primary and highly effective method used by authorities to access "private" WhatsApp messages
On top of that, WhatsApp knows exactly who you’re talking to (your full contact list and chat history)
In what world is this “end-to-end encryption”?
It’s a consumer fraud dressed up in fancy marketing..
Your “private” messages aren’t private at all

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Progress by Sharing Ideas 💡 がリツイート

🚨 We're giving roboticists a major upgrade to their vision systems!
Today, we announced the launch of the @Stereolabs3D ZED X Nano: a compact, wrist-mount stereo camera engineered for the next generation of robotic manipulation.
“Building on Stereolabs leadership in AI vision and perception solutions, the ZED X Nano allows us to go deeper into the industrial and robotics markets to win new sockets that require smaller form-factor placements,” said Ouster CEO Angus Pacala.




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@XFreeze "Innovation by Imitation " new mantra in today's world
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Jeff Bezos has officially become the ultimate copy-paste what Elon does
Elon Musk builds Starlink from scratch, bleeds to prove satellite in-flight Wi-Fi actually WORKS, and gets airlines hooked
Years later, Bezos wakes up and announces the "Amazon Leo Aviation Antenna" for 2028 like it’s some visionary breakthrough
Bro’s entire business model is just watching what Elon does, and then trying to "Prime-ify" it later:
Blue Origin = SpaceX clone
Amazon Leo = Starlink clone
Aviation Wi-Fi = Starlink Aviation clone
Bezos's radar is just watching what Elon is doing and than hits clone
Brian Basson@BassonBrain
Looks a lot like @Starlink's Aviation Antenna 🤔 @Amazonleo Showed off its In-Flight Wi-Fi Antenna on Monday that will take on Starlink The company claims it will be easier to install its Leo Aviation Antenna on commercial jets than SpaceX's solution.
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Progress by Sharing Ideas 💡 がリツイート

Amazon spent $10 billion to put 200 satellites in orbit. Starlink has 10,000. And Amazon just landed Delta, JetBlue, and Airbus anyway.
The antenna explains why.
This thing is 58 inches long, 30 inches wide, and 2.6 inches tall. A phased array with no moving parts. Full-duplex, meaning 1 Gbps down and 400 Mbps up simultaneously. One antenna covers an entire commercial aircraft. Every seat, every class, gate to gate.
Starlink's aviation antenna tops out at 220 Mbps. Amazon's does 1 Gbps. That's 4.5x the throughput from a company with 2% of the satellites.
The engineering constraint most people miss: inflight wifi has always been limited by the antenna on the plane, not the constellation in the sky. Geostationary satellites had plenty of bandwidth. The bottleneck was a mechanical dish on the fuselage trying to track a signal while moving at 575 mph through turbulence and temperature swings. Amazon solved that with an electronically steered array. No gimbal, no motor, no maintenance. Install it in a day, forget about it for a decade.
And here's where the business model becomes clear. The antenna connects directly to AWS. No public internet routing. Delta's operational data, crew communications, passenger streaming, real-time AI analytics from seatback to cloud with private network interconnect. Starlink sells you a wifi pipe. Amazon sells you infrastructure.
United has 800 Starlink planes. IAG committed 500. Lufthansa committed 850. Collectively, thousands of aircraft locked into Starlink's ecosystem. Amazon looked at that and decided: we'll take fewer airlines but own the entire data layer underneath them. Delta's 500 planes running on AWS through Leo is worth more to Amazon than 5,000 planes on commodity wifi.
The $10 billion on satellites was never the product. The antenna was the product. And the antenna is a trojan horse for AWS.



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Bottom Line: Polygon wins on volume and breadth of consumer/digital services today (payments, DeFi, NFTs). Algorand is the stronger pick for enterprise-grade, finality-critical, or impact-focused applications and is gaining regulatory/institutional traction fast. Both are actively used in production — the “better” choice depends on whether you prioritize scale (Polygon) or certainty/compliance (Algorand).
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