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Why Privatisation Is the Way: KPA MD Explains. Capt William Ruto: Feasibility studies show many port assets are underutilized. Partnering with private sector will unlock investment, expand infrastructure & boost efficiency while enabling the port to handle higher cargo volumes.

32,877 görüntüleme • 6 ay önce •via X (Twitter)

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Mogadishu Port has jumped 36 places in just 2 years, rising from 163rd to 127th in the World Bank’s Container Port Performance Index (CPPI). That puts Mogadishu Port 1st in East Africa, 6th in Africa, and 127th out of more than 400 ports globally. Mogadishu Port covers roughly 350,000 m², with about 1,035 meters of quay. Most of the country’s imports enter through the port. Since 2014, Türkiye’s Albayrak has operated and modernized the port under a 20-year revenue-sharing concession signed during Hassan Sheikh Mohamud’s first presidency, under which the company initially received 45% of revenues and the government 55%. During Farmaajo’s presidency, the agreement was reviewed after the original terms were criticized as being unfair and skewed in favor of the Turkish side. Negotiations lasted nearly three years, and in 2020 a revised 14-year concession was finally signed, increasing the government’s revenue share to 62.17%. The renewed concession includes $50 million in investment over 5 years to upgrade the port, expand capacity, and improve operational efficiency. • Its estimated capacity has surpassed 400 vessel calls per year. • In 2025, the port handled roughly 1.2 million tons of cargo and nearly 200,000 containers. • Projected federal customs revenue from Mogadishu Port in 2026 is $170.2 million. Mogadishu is only part of a much bigger infrastructure plan. The Federal Government plans to attract investors to fund an infrastructure development project connecting Mogadishu Port with the rest of the country through three strategic transport corridors: Mogadishu - Beledweyne - Ethiopian border Mogadishu - Beledweyne - Galkayo Mogadishu - Kismayo - Kenyan border What stands in the way of connecting Mogadishu to Kismayo, and ultimately to the Kenyan border and the wider East African market? The UAE and Kenya. UAE-based DP World invests in Kenya’s Mombasa Port and sees the development of Kismayo Port as a threat to its interests there. Kenya, meanwhile, has a military presence in the region and supports the continued rule of the state leader who prevents foreign investment, especially Turkish investment, from entering the area. It is also worth noting that Berbera Port ranks 243rd despite having more developed infrastructure, with its performance held back by separatist policies. Bosaso Port, meanwhile, is not even in the competition due to UAE control of the port and its deliberate obstruction, effectively giving the advantage to Berbera Port, where the UAE has invested heavily, while efforts are now underway to take control of Garacad Port in Puntland and sideline it as well in favor of Berbera.

Deeqa 🇸🇴

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The $13 trillion private market is moving on-chain, starting today. Introducing DNA Deal Desk—the first fully on-chain private investment platform, powered by $CHEX! DNA Deal Desk redefines private market investing. What was once exclusive, slow, and burdened by paperwork is now seamless, liquid, and accessible. Tokenization is transforming private markets into a streamlined, modern experience, making the impossible possible. This is investment banking’s e-commerce moment. Just as online shopping revolutionized retail, blockchain is setting a new standard for finance. Built using Chintai’s white-label tech stack, DNA Deal Desk is the future of private market investing—faster, smarter, and more efficient. The platform is set to power over 50 Special Purpose Vehicles (SPVs) in its first year, each ranging from $1M to $10M, paving the way for mass adoption. How DNA Deal Desk changes the game: • Seamless Investing: As simple as shopping online. • Instant Liquidity: Unlock new opportunities with secondary markets for private assets. • Effortless Efficiency: Blockchain automation eliminates inefficiencies and saves time. This is the start of a new era. We’re bridging TradFi with DeFi, unlocking blockchain’s full potential for institutional investors while ensuring the security and compliance they demand. This is institutional mass adoption of tokenization at scale—a turning point for the $13 trillion private market industry. For investment banks, the message is clear: adapt or be left behind. Investors and clients are demanding transparency, efficiency, and liquidity. Those who fail to embrace this innovation risk irrelevance in a rapidly changing financial landscape. A $13 trillion industry is moving on-chain, and Chintai is leading the charge. The future of finance is here, and it’s tokenized.

David Packham

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Robinhood CEO: “Tokenization is like a freight train. It can’t be stopped and will eventually eat the entire financial system” Vlad Tenev finds stablecoins to be a useful analogy to explain the benefits of tokenizing real world assets like equities and real estate: “For stablecoins in the US, we talk about it as the best way to get exposure to US assets, and it will further what’s called ‘US dollar dominance’ abroad . . . we’re making it the default way to get access to dollars in the digital realm. That’s why stablecoins have been such a priority in the US, and if you do own a dollar stablecoin, it’s sort of like the most basic tokenized assets.” “In the same way that stablecoins are a bucket of dollars that you mint and burn tokens against, you can do that with stocks, real estate and other real world assets, private stocks . . . And I think it will become the default way to get exposure to US stocks outside the US. I think that’s what makes it so exciting.” This is why Robinhood announced in June 2025 at ETH cc that it would be moving into tokenizing stocks on Ethereum and building its own Ethereum L2: “Both [private and public equity] we’ve demonstrated. In the case of stocks, it’s live right now in the EU. So the only complexity remaining is making sure you have the appropriate licensure and the regulatory clarity in many jurisdictions, but I think that will come. It started in Europe, but it will expand to the rest of the world. Unfortunately, but realistically . . . the US will probably be among the last economies to fully tokenize. But I think it’s inevitable in the US as well.” Source: TOKEN2049 (Oct 2025)

Etherealize

61,064 görüntüleme • 1 ay önce

Today I wanted to wish a Man who, at sixteen, left Ahmedabad with almost nothing in his pocket. He took the Gujarat Mail to Mumbai, joined Mahendra Brothers to learn diamond sorting, and later started his own small brokerage in Zaveri Bazaar. That was his beginning. #HappyBirthdayGautamBhai Gautam Adani. From those humble steps, he went on to build one of India’s largest infrastructure empires. Not through shortcuts, but through consistent execution, bold bets on long-term projects, and a clear focus on nation-building. And then let me tell u something on his 64th Birthday… 1 - Started in diamond trading after moving to Mumbai at 16. 2 - Worked at Mahendra Brothers before starting his own brokerage in Zaveri Bazaar. 3 - Moved into commodity trading and exports in the late 1980s. 4 - Incorporated Adani Exports in 1993. 5 - Identified Mundra’s potential as a port in the mid-1990s. 6 - Developed Mundra Port from a small creek into a major commercial port. 7 - Created India’s first private port with integrated SEZ facilities. 8 - Focused on long-term infrastructure assets over short-term gains. 9 - Expanded port capacity steadily even during low investment periods. 10 - Grew Mundra into one of India’s busiest ports. 11 - Entered the power sector and built large thermal power plants. 12 - Expanded Adani Ports across both coasts. 13 - Built transmission lines to strengthen power infrastructure. 14 - Established a model of port-led industrial development in Gujarat. 15 - Began investing in renewable energy as India’s energy transition started. 16 - Expanded solar and wind projects across multiple states. 17 - Built one of India’s early large-scale renewable energy portfolios. 18 - Acquired six airports in 2020, entering the aviation sector. 19 - Took over operations of Ahmedabad, Lucknow, and other airports. 20 - Modernised and expanded airport infrastructure across India. 21 - Added Mumbai and Navi Mumbai airports to the portfolio. 22 - His airports now handle nearly 23-25% of India’s air traffic. 23 - Accelerated renewable energy capacity at a rapid pace. 24 - Developed the world’s largest single-location renewable project at Khavda. 25 - Delivered the highest-ever annual capex by any Indian corporate — ₹1.53 lakh crore in FY26. 26 - Added over 5 GW of new renewable capacity in a single year. 27 - Took Adani Green’s operational renewable capacity beyond 19 GW. 28 - Installed over 9.4 GW at the Khavda Renewable Energy Park. 29 - Crossed 500 million tonnes of cumulative cargo at Adani Ports. 30 - Made Mundra the first Indian port to handle over 200 MMT cargo in a year. 31 - Invested in data centres and digital infrastructure. 32 - Scaled cement and other businesses to support India’s construction needs. 33 - Maintained high execution pace despite global and domestic challenges. 34 - Through Adani Foundation, impacted over 9.6 million people. 35 - Worked across more than 7,000 villages in 22 states. 36 - Built and upgraded schools and digital classrooms in rural areas. 37 - Provided healthcare through hospitals, clinics, and mobile units. 38 - Focused on skill development and sustainable livelihoods in backward regions. 39 - Supported nutrition and women empowerment programmes. 40 - Created direct employment for tens of thousands of people. 41 - Generated lakhs of indirect jobs through port, airport, and energy projects. 42 - Promoted local hiring and entrepreneurship around project sites. 43 - Played a major role in improving India’s port and logistics capacity. 44 - Helped increase India’s share in global trade through better infrastructure. 45 - Accelerated India’s transition towards renewable energy at scale. 46 - Strengthened India’s energy security through power and renewable projects. 47 - Created long-term assets that will serve India for decades. 48 - Attracted significant investment into Indian infrastructure. 49 - Demonstrated that Indian companies can deliver and operate mega projects.

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🤔Is Oscar Sudi, William Ruto’s “Political Engineer”, the Real Deputy President? To understand Oscar Sudi, is to understand his “creator” William Ruto. While Kipchumba Murkomen is preoccupied with watching pornography and scoring own-goals, and Kithure Kindiki keeps squeaking his farcical attempts at trying to appear of any consequence in the Mt. Kenya region, Oscar Sudi is busy, very busy getting shit done for Wiliam Ruto. Oscar Sudi is a powerful, loyal and effective William Ruto creation. Goon: historically and in traditional slang, it means a hired thug, a heavy-handed enforcer for a criminal boss, or a clumsy, foolish person. Oscar Sudi at different times presents as having all the attributes of a “goon”. We’ve been trying to understand this man, Oscar Sudi. Why is he such a prominent feature of the Ruto Regime? What are his skills, how does he think and what does he contribute to the people of Kapseret whom he is supposed to represent in Parliament. The August 1st, 2024, Obinna Show interview gives tremendous insight into this man Oscar Sudi. It is a very tedious watch and so we have tried to put together excerpts which capture the fascinating thinking of one of William Ruto’s most telling creations. Based on the interview and other sources of data, we have so far come to the following conclusions. Oscar Sudi is: - a political “goon” in the realest sense of the word - very cash rich - privy to many of Ruto’s darkest crimes - probably one of the top three figures in William Ruto’s “hustler organization” - resourceful in a criminal brutish way - very shrewd when it comes to instinctive execution - not formally educated - not well mannered - an ardent believer in, William Ruto in a very cultish way - without moral constraints - tribalistic but he does not believe that he is a tribalist - very insecure - very ambitious -very dangerous We already wrote about the illicit/criminal cash collection and cash deployment role Sudi “allegedly” plays in the Ruto Regime, so we shall not dwell on that. You can read about it in the “Would you Buy Lunch for Oscar Sudi?” Article. What we will touch on now are some other aspects of the Sudi phenomenon. It would seem that Oscar Sudi came from a very deprived background. But, he has proved himself to William Ruto, by being very industrious, and willing to do a lot of Ruto’s dirty business, including but not limited to serving as the CS for Matusi. For this, William Ruto has rewarded him with a lot of ill-gotten riches and power. The two are now mutually entwined and mutually obligated. We have very little doubt in our minds that Sudi is a murderer. He kind of has the mentality of a 'child soldier'. (Watch "Beasts of No Nation" on Netflix to get an insight into the world of child soldiers.) Sudi’s only compass seems to be directed by William Ruto, whom he idolizes. During the pretty shocking interview on the Obina Show, Oscar Sudi expressed his deep admiration for William Ruto. He also lashed out when asked what he’d do to anyone who would steal from Kapseret CDF resources. Throughout the interview, hints of a simmering viciousness were evident, but this particular issue triggered him. Our reading of the moment is as follows. In Oscar Sudi’s mind, anything William Ruto orders is okay. Anything William Ruto does not order is fair game. And whereas we are almost certain he has been involved in graft, in Sudi’s mind, graft is only bad when someone outside William Ruto’s approved list does it. We strongly suspect that Oscar Sudi was very involved on the ground during the genocidal Post Election Violence of 2007 - 2008. Most of us accept that William Ruto was not on the ground, wielding crude weapons and burning people in churches and homes, but certainly he had trusted goons on the ground coordinating and doing the actual work of stealing, murdering and destroying. It was not done by ghosts. Real people did the real crimes while Ruto was in Nairobi, vigorously arguing against the Kibaki Regime’s undemocratic electoral crimes. One of the most dangerous things, is an ill-equipped person, in a position of power, who has little to no moral foundation and no respect for others. Oscar Sudi is beginning to really imagine that he is the “Engineer” who can “panga panga” things for William Ruto. But consider the video clip in which he rudely forces his way between William and Rachel Ruto, pushing Rachel Ruto aside in the process, in a very self-absorbed officious manner. The behaviour seemed to be part of Oscar’s bid to “show his value and importance” by getting to the stage first and requesting the microphone for his mentor William Ruto. In Oscar Sudi’s mind he is being “helpful”, he is being “the man”, he is being “visible and powerful”. (Especially as he seeks to capitalise on the opportunity that the absence of Farouk Kibet affords. No doubt Oscar Sudi believes, as he has said before, that he can do both Farouk’s and Murkomen’s work more ‘effectively’.) Wananchi Watukufu. Ni mbayaaaa! People like Oscar Sudi are wielding power in the Ruto Administration. This is an unbelievably BAD situation. Oscar Sudi can be understood as something of an uneducated version of William Ruto, or for you older folks, a more primitive version of Idi Amin. The Ruto Organization, not the Ruto government, we mean the REAL Ruto Organization that actually makes decisions and runs things is grotesquely criminal and crude. Ruto, who himself is a thief and a criminal, is now having to come to terms with the fact that while he has used goons and various other forms of criminality to both enrich himself and claw himself to the top office, now that he IS in the top office, there is nobody above him to blame or undermine for his failures (though he is trying very hard to blame Uhuru Kenyatta). Ruto has neither the experience nor the personnel to run a legitimate operation. Imagine having Oscar Sudi, Yoweri Museveni, Hemedti, Aden Duale, Farouk Kibet and Wicknell Chivayo as your REAL cabinet/board of management in matters of strategic “national” interest? This is a bunch of PEOPLE WHO DO NOT CARE ABOUT KENYANS and MUST NOT BE ALLOWED TO CONTINUE TO BE OF ANY INFLUENCE IN KENYAN AFFAIRS. Dear Wananchi Watukufu wa Kenya. If we do not take this terrible situation very seriously, we are well and truly FUCKED. Please realize the need to make absolutely sure that William Ruto and his rogues' gallery of criminals NEVER AGAIN, hold any public office, that their means to cause trouble are well and truly NEUTRALIZED, and, very importantly, that those who are Kenyan, face thorough INVESTIGATION, PROSECUTION and due JUSTICE under Kenyan Law and The Kenya Constitution. #WANTAM #RutoMustGoToJail

Gen Z Initiative

65,734 görüntüleme • 25 gün önce

Why The Shadow Banking System Could Trigger The Next Major Crisis Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, Danielle Danielle DiMartino Booth and Adam Taggart discuss why the shadow banking system—not traditional banks—could become the source of the next major financial crisis. * Private credit may have disappeared from the headlines, but that doesn't mean the risks have disappeared with it. In this discussion, the focus shifts beyond private credit itself to the much larger theme—the shadow banking system—and why it could become the next major source of financial instability. * Companies have raised a record $251 billion through equity sales in the first half of the year. That surge has also drawn renewed attention to private equity, which sits at the center of the private credit ecosystem. The concern isn't simply the size of private credit—it's whether the underlying private asset valuations are realistic. * A key issue is the feedback loop between private and public markets. Many public companies own private investments, and gains from those holdings can boost reported earnings. If those private assets are being valued too aggressively, investors have to ask whether the "E" in the P/E ratio is as solid as it appears. Inflated valuations can support stronger earnings, higher stock prices, and more capital raising, creating a cycle that works well until confidence begins to crack. * Although fears around private credit have faded in recent months, Danielle argues that the market has simply moved into an "acceptance phase," not a resolution phase. The structural problems remain, but investors have largely stopped talking about them. * Meanwhile, non-bank financial institutions now control roughly $258 trillion in assets, representing more than half of global financial assets and exceeding the size of the traditional regulated banking system. Unlike banks, these institutions operate with far less transparency and oversight, making it much harder to assess the true level of risk. * At the same time, higher interest rates continue to pressure borrowers. Public company bankruptcies are already running about 40% higher than a year ago, suggesting financial stress is building. If publicly traded companies are struggling under today's financing conditions, the health of private companies—where financial information is far less accessible—remains a major unknown. * Danielle rates concern about private markets at roughly a 7–8 out of 10 now. The combination of opaque valuations, rising bankruptcies, higher-for-longer interest rates, and the enormous size of the shadow banking system creates a meaningful systemic risk. While this doesn't guarantee another financial crisis, it highlights an area that many investors may be underestimating simply because it has faded from the daily news cycle. #privatecredit #privateequity 💡 Get access to my notes with the key takeaways from this interview with Danielle Danielle DiMartino Booth by visiting my Substack (link below) ⬇️

Thoughtful Money®

15,115 görüntüleme • 2 ay önce

🚨 THE END 🚨 Today Jason explains why now is the end for The Blockcrunch Podcast. In this episode: - Jason & Blockcrunch’s early days - Why the show is stopping - What’s next Thank you to you all. As fans of the show, we appreciate every view, listen, comment, like or any other interaction you have had with the show to help us grow and expand our reach. We've enjoyed every moment and hope you have too. 🔗 📺Youtube: 🎙️Spotify: 🎙️Apple: Host: Jason Choi Jason Choi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) introduction (00:56) Jason & Blockcrunch’s early days (05:11) Why is the show stopping? (10:51) What’s next? (12:40) Outro -- Twitter accounts: Jason Choi: Blockcrunch: -- Blockcrunch VIP: -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:

BLOCKCRUNCH

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We are excited to announce the signing of a Memorandum of Understanding (MoU) with the Global Gases Group, led by Mr. Deepak Mehta, to establish gas plants for the production of liquefied medical oxygen in Nigeria. This collaboration aims to ensure a steady and reliable supply of high-quality medical oxygen across the country. This partnership is a game changer for Nigeria and the subregion and directly aligns with the Nigeria Health Sector Renewal Investment Initiative (#NHSRII) and the President’s Bola Ahmed Tinubu Government of Nigeria Executive Order to unlock the healthcare value chain. The planned facilities, each capable of producing 100 tons per day, will be strategically located in 3 urban clusters located in North and South of Nigeria in the first phase. This will ensure that medical oxygen is accessible to a broader population, meeting both current and future demands. The MoU outlines several key commitments from both parties. Global Gases Group (GGG) will complete feasibility studies and business case development, invest in technology, gas storage and distribution infrastructure, and provide necessary training and development for the project. Utilizing cryogenic air separation technology, these plants will offer a sustainable, affordable, accessible, and scalable (SAAS) solution for medical-grade oxygen production. This technology provides higher purity levels (>99.5%) and reliability compared to traditional methods. The project will also lay the groundwork for a more resilient and responsive healthcare system capable of withstanding future challenges such as pandemics. Importantly, it will contribute to local skill development and job creation. Reflecting on the #Covid_19 pandemic, many Nigerians and CEDEAO_ECOWAS citizens suffered due to severe oxygen shortages. We extend our heartfelt thanks to the leadership of Global Gases and Dr. Abdul Mukhtar Abdu Mukhtar of the Presidential Value Chain Initiative (PVAC) for their pivotal roles in making this partnership a reality.

Muhammad Ali Pate

14,549 görüntüleme • 2 yıl önce