Mathieu Le Roux

Looks like the entire African Tech / Dev community is frozen out from replying Levels … coz he don’t follow any and no-one he follows , follows any. But seems to have cured the Bot replies. Then with the incentive for more localised content being rewarded ; X is following the world trend of isolationism and nationalism. History will show if this is a good or bad thing I guess.

JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffett’s insane pre 2000 returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In 2000, we introduced the law called Reg FD. And what was the point of Reg FD? It was basically that if you're a CFO, you cannot talk to an individual stock manager and tell him something that you then don't tell everybody else. Essentially inside information. That used to be not illegal. I won't say that it was legal. I would just say that used to be not illegal. You call your CFO buddy, he says, "hey, how you doing?" He goes, man, "Quarter was a blockbuster." You would go and buy the stock. And starting in the 2000s, it became illegal. And there used to be these networks of information arbitrage that took advantage of this. Now, this is an example of Warren Buffett's returns, pre and post Reg FD. Now, what do you see? His returns were double the market returns when this kind of information sharing was legal. And the minute that it became illegal and you had to basically act on the same edge as everybody else, his returns went to the market return. He generated zero alpha. In fact, he probably on the margins lost a little bit. So this is the single best investor in the world. This is what happens when you have information symmetry. So it's just meant to explain that markets when there's asymmetry. Billions and billions of dollars will be made in asymmetry. The prediction markets today, unless they are regulated out of existence or shut down, will look like the stock market pre-Reg FD."

For months, Moscow had been accumulating billions in Indian Rupees from oil sales that it couldn't spend. Then, on August 12, 2025, the RBI issued a quiet but revolutionary circular. It authorized foreign holders of "Special Rupee Vostro Accounts" (SRVAs) to invest their surplus balances into Indian Government Securities and Treasury Bills. In a move that alarmed U.S. strategists even more, India and the UAE two key American partners began operationalizing a Local Currency Settlement system. The Indian Oil Corporation paid for a million barrels of Abu Dhabi crude in rupees, proving the concept worked. Russia to recycle its oil revenue directly into Indian sovereign debt, New Delhi created a closed-loop financial system. Russian oil profits were no longer chasing U.S. Treasuries; they were funding Indian infrastructure. The reaction from Washington was swift. Within weeks, the U.S. imposed tariffs of up to 50 percent on select Indian goods a punitive strike that signaled the partnership was in jeopardy. RBI had permitted 123 correspondent banks from 30 countries including the United Kingdom, Germany, Israel, and Singapore to open 156 Special Rupee accounts. Data from November 2025 showed India importing 7.7 million tonnes of Russian oil in a single month, accounting for 35 percent of its total intake, largely settled outside the dollar system. The host of the 2026 BRICS Summit, New Delhi has moved beyond passive participation to active architecture. The Reserve Bank of India has formally proposed linking the Central Bank Digital Currencies (CBDCs) of member nations a project dubbed the "BRICS Bridge." Building on the 2025 Rio de Janeiro declaration, India is pushing for a proprietary, interoperable payment rail that would allow Russia, China, India, and new members like the UAE to settle trade instantly in digital local currencies, completely bypassing the U.S. banking system. RBI actively pilot-testing the e-Rupee’s cross-border capabilities, India is effectively building a "digital SWIFT" immune to Western sanctions. For the Trump administration, this was the final provocation. It wasn't just evasion; it was replacement. Washington views India’s 2026 agenda not as economic modernization, but as a "monetary mutiny." (Specially with India dumping US Treasuries upto 50.07 billion $ in one year and accumulate Gold & Silver)