Discover and read the best of Twitter Threads about #INFRA

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Have you ever heard of a Reality Index?
Neither have I until about a week ago.

Today I'm going to dive into an AI network that is combining paradigms of AI, autonomous robotics, and Blockchain, to prompt realities into existence.


👇 Image
Week #1 the core team behind Roko proposed via snapshot and acquired the following node infrastructure.

2 Million $POND tokens for running relays on @MarlinProtocol layer zero relay network.

1034 $TAO for delegating to @bittensor_ validators for decentralized computation
Read 21 tweets
今天是我入圈 #Web3 一周年。过去一年,我被rug过,也被很多前辈提点过。从一个年级第一保研北大的学院派“乖乖女”,到现在能接受裂痕,理解去中心化的本质,有自己的思想,我走了很多弯路,也学到了很多实战经验。今天试图分享话题「#普通人如何快速进入Web3」,欢迎大家补充!(持续更新中…)
首推北大肖臻老师 2018 年的《区块链技术与应用》,是中文领域看过最好的区块链教学之一,从底层的密码学原理讲到上层基于智能合约的应用,而且全程使用板书教学。 在 bilibili 和 youtube 上均有视频。
Read 23 tweets
1/ Thread on our investment thesis in "Payment reward infra".

Thesis in 1-line: There is an opportunity to build pipes (and later on intelligence) between issuers and merchants to enable payment linked rewards at point of sale (PoS).

@Stellaris_VP #fintech #india #infra #BaaS
2/ Definitions first.

Issuer is broadly referred to as any entity like a bank, NBFC or fintech which has issued payments instruments like credit cards, debit cards, pre paid cards, wallets, EMI cards etc.

Merchants could be online or offline, large, mid-sized or small.
3/ Work on this thesis got triggered because of a few reasons:
Read 14 tweets
Uptime monitoring dashboard for the production GrapheneOS services is available at…. Alerts are also posted publicly in our Matrix room when a check is added, starts failing or stops failing. It's often not really an outage.
For example, today, the TLS checks for detected the certificate would expire in less than 15 days. This ended up being because the removal of a legacy subdomain several weeks ago broke automatic certbot removal. It can do much more advanced checks though.
For example, our " HTTPS Federation API" check fetches… and makes sure that it contains "server_name"\s*:\s*"". We also have one for the Matrix client API. Checks also also be set to roam around internationally.
Read 5 tweets

컨테이너와 컨테이너 오케스트레이션
기술을 습득하는 방식은 사람마다 상이하다. bottom-up 방식이 편한 사람도 있으며, top-down 방식이 편한 사람도 있다.

나 같은 경우에는 top-down 방식이 친숙하다. 기술 자체에 학습 목적을 두지않고, 특정 기술이 프로젝트에 필요할 때, 학습하는 편이다.
involved된 프로젝트의 규모가 크면 크다는 이유(be specialist)로, 작으면 작다는 이유(low traffic)로 분명 많은 팀에서 사용하고 있지만 필요성을 느끼지 못한 기술스택들이 즐비하다. (주로 infra 계열)
Read 16 tweets
Before reading, kindly join our telegram where we post lots of information along with great technical charts everyday!

Use the link below👇…
Contents :-

👉Infra sector
👉Growth drivers
👉Transportation segment
👉Listed companies
Read 10 tweets
There is a break in the thread. I am replugging the breakaway chain here

Nine construction firms have submitted bids for the new terminal building of Saharanpur Airport in UP.

Saharanpur’s 2000 sq m new terminal will be located on a 65 acre land parcel within the operational Sarsawa Air Force Station

Prime Minister Narendra Modi will visit Chennai on Thursday (26 May) to launch multiple development projects worth over Rs 31,500 crore. PM Modi will dedicate to the nation five projects worth over Rs 2,960 crore in Chennai.

Read 160 tweets
Lot of #AMCs come up with different ideas, themes, sectors.

These are demands from #Investors as they have done well in recent past.

AMCs are manufacturers & will offer what is in demand.

Final choice to say YES or NO lies entirely with Investors based on their #NEEDs
What should investors choose and what should they ignore. A point by point guide on where and why to invest in certain #themes, #MarketCap bias, #Sectors, #AssetClasses etc.

What should be criteria for these selections and what should guide them to resist from Investing?
Lets start with #Debt:

Keep enough money as 1 year of your expenses as #EmergencyFunds in #LiquidSchemes

You already have enough exposure to debt as:

1. #PPF
2. #TaxFreeBonds
3. #FDs

No need for separate debt allocation if you are investing thru #AssetAllocation (AA) or #DAAF
Read 16 tweets
Egis – Louis Berger – AECOM JV on February 2 emerged as the preferred bidder for the General Consultant (GC) contract of the 149.348 km Bengaluru Suburban Rail project…
3 firms on Friday submitted bids for the Detailed Design Consultant (DDC) contract of the 32.385 km Kanpur Metro and 29.40 km Agra Metro Phase 1 projects’ second corridors.

Gujarat Metro Rail Corporation (GMRC) last week invited tenders for the construction of Ahmedabad Metro Phase 2 project’s 7.553 km Sector-1 – Mahatma Mandir section in Gandhinagar.

Read 195 tweets

Finance Minister @nsitharaman is presenting the Union Budget 2022-23 in Parliament

#AatmanirbharBharatKaBudget #Budget2022

Watch here📺…
Union Finance Minister @nsitharaman rises to present #Budget2022 in Parliament

Watch 📡LIVE📡:

Stay tuned for updates

FM @nsitharaman begins presentation of #Budget2022 by expressing empathy with those who had to bear adverse health and economic affects of #COVID19 #Pandemic

Overall sharp rebound and recovery of the economy is reflective of 🇮🇳India's strong resilience

Read 82 tweets
best tokens to buy during this dip

Thread Includes #gaming #Metaverse #NFTs #DeFi #INFRA tokens to keep under your radar

Top Tier Games
2. $CWAR
3. $THG
4. $WARS
5. $DFL
6. $GENE
7. $BZN
8. $NGL

#altcoin #altcoinGems #PlayToEarn
Mid Tier Games
1. $ASPO
2. $TITA
3. $DAR
4. $KBOX
5. $MSCP
6. $DRUG
8. $DNXC
Guild & DAO Tokens
1. $GGG
2. $GF
3. $PATH
4. $UNIX
5. $MC
Read 7 tweets
1) Para aqueles que AINDA não entenderam os ataques de ambientalistas ao #agro e a #infra do BR, sugiro procurarem a respeito do documento Farms here, Forest there(Fazenda aqui, Florestas lá).O documento mostra que o ativismo ambiental como no BR ajuda os agricultores dos EUA➕⤵️
2) O tema é a perda de competitividade do #agro norte-americano diante de países como o Brasil. A única forma, segundo o relatorio, de conter essa perda de competitividade é reduzir o aumento da oferta mundial de produtos agropecuários.
Políticas ambientais nestes países!
3) Este documento é valioso pois nunca ninguém tinha uma prova material do relacionamento de Associação ligada ao #agro dos EUA e ONG ambientalistas, juntos e explicitamente contra países concorrentes no #agro. Neste caso a National Farmers Union e Avoid Deforestation Partners.
Read 4 tweets
#Budget2021: Highlights & Investment Opportunities

A thread 👇

In what was a first-of-its-kind digital-only budget amid a pandemic, the government was committed to aggressively tackle the perils of an ailing economy.

Here is an overview of sector-wise allocation: Budget 2021: Sector-wise al...
The union #budget 2021-22 was focussed on six pillars, ranging from infrastructure to healthcare and the total budget amount stood at ₹34 lakh crore!
The Insurance Act, 1938 will be amended to increase the permissible FDI limit from 49% to 74% in #Insurance Companies & allow foreign ownership and control with safeguards. #LIC will debut on the stock exchanges in 2021-22.

See Insurance Tracker:…
Read 11 tweets
Finance Minister Nirmala Sitharaman presents #Budget2021, follow this thread for live updates.

#BudgetWithCNBCTV18 #LIVE
#LIVE | Finance Minister: Preparation of budget was undertaken in an environment like 'never before'

#BudgetWithCNBCTV18 #Budget2021
#LIVE | Finance Minister: Global economy, which was slowing down, was pushed into uncertainty due to COVID-19. The risk of not having a lockdown was far more, far too high.

#BudgetWithCNBCTV18 #Budget2021
Read 105 tweets
PSU giant #SAIL reported 1468Cr profit in Dec'20 qtr Vs loss of 344Cr in Dec'19 qtr,showcasing strength of #EconomicRecovery,in Construction, Infra,Autos,Manufacturing

Hot Steel&Saleable Steel production rose by 12%&6% YoY,respectively

Ebitda rose by massive 346%,to Rs 5294Cr💪
#Larsen&Toubro's 76% YoY rise in Order Book in Dec'20 qtr,vindicates speed with which Infra projects are scaling up,under @narendramodi govt

Order book of L&T at Rs 3.31 lakh Cr in Dec'20 qtr,is up 9%,Vs March'20 qtr,which means Infra space is doing better than pre-#COVID levels
Despite a global #pandemic, L&T,which is a proxy to how #Infra space in India is doing,saw new order inflows of a massive 73233Cr, in just a single qtr of Dec'20💪

Segment-wise,Infra secured #Orders of 45574Cr,rise of 80% YoY, with receipt of two marquee orders of #HighSpeedRail
Read 5 tweets
#Gulf Oil Lubricants Management Interview 📝🧵

@varinder_bansal @parasbehl7 @sonalbhutra @karansharma_09 @anandchokshi19

1/ Business

-Replacement lubricants account for 95% of topline. Lubricants are used in cars, bikes, tractors etc.

-Have usually grown at 2-3x of the market growth rate.

-#2 brand in the overall private market. (55% is B2C)
-Doesn't supply to brand new vehicles, as for new vehicles the oil comes from OEMs.

-Where Gulf has tie-ups with 15 OEMs (Bajaj, Ashok Leyland, Mahindra), so if customers are buying more of Bajaj, Leyland, Mahindra then Gulf will benefit.
Read 15 tweets
#DBL #DilipBuildcon

Dilip Buildcon Ltd. is an India-based company engaged in the business of #infrastructure facilities on engineering procurement and construction (#EPC) basis for #roads #Bridges #Irrigation & #UrbanProjects.
@srslysaurabh @avinashmehta123 @Agarwal_Ishu
Why should one look into this? And does this deserve a place in my portfolio. Here’s my rational below.

#DBL started as a #Road Construction company for the western region and now has diversified into multiple segments and the co. has covered almost all the states in #India.
#DBL has secured orders worth INR 10703 Cr. In FY 21 and the total order book stands at approximately INR 26115 Cr. Orders are balanced between state govt. and central govt. entities. The company has successfully reduced risk on all parameters as far as business is concerned.
Read 35 tweets
Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.
In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.
Read 22 tweets
One-time disbursement of Special #FestivalAdvance,to amount to Rs4000Cr

If given by all state govts,another 8000Cr is expected to be disbursed& employees can spend on any festival

Interest free advance of Rs 10000 under #SpecialFestivalAdvance,to be paid back in 10 instalments
Govt employees will get pre loaded #Rupay card of advance value&scheme will be available till March 31st 2021,for #FestivalAdvance scheme

For #LTCCashVoucher scheme,cost will be Rs 5675Cr for central govt employees who opt for it,leading to demand infusion of 19000Cr
For PSUs&PSB employees who opt for #LTCCashVoucher,cost will be Rs1900Cr&demand infusion will be for 9000Cr

To avail of #LTCCashVoucher,you have to buy goods with #GST of 12% or more,via digital modes

With #COVID19 derailing travel plans,cash voucher in lieu of LTC,a good move
Read 5 tweets

*** Staged accumulation.

*** Ascending triangle.

*** Closed above 4000. Psychological level.

*** Near previous breakout level.

*** Ave. Del. % increasing with price.... Indication of Strong buyer.

*** Highest delivery% in last quarter. Image
Derivative data analysis:

*** Shorts covered in Sep series.

*** Long built up in OCT & Nov 20 Series.

*** Basis +ve. ImageImage
Read 3 tweets
Been doing a bit of traveling around Nigeria (more to come), seeing ongoing infrastructure projects. Impressive sights. What I find most intriguing is how unaware people are, even of projects near them. Part of issue is prob that we just have grown up not expecting these things.
There are still people who will argue that nothing is happening re #LagosIbadanRail. For some its partisan blindness (as the Yoruba say, you can't wake a man pretending to be asleep).

But for many others its just genuine disbelief. Because they haven't seen it, it can't exist.
Another striking thing is THE SHEER SCALE of what needs to be done. Even after Buhari's 8 years,even with all the focus on #Infra, there will still be a lot to be done. Because for much of the time in our history(when we had money!) we didn't do these things. The DEFICIT is much.
Read 6 tweets

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