Ser honesto, como dice ser, sería explicar el porqué de las cosas. Por qué y desde cuándo la inquina personal a un presidente, por qué y a cambio de qué el apoyo al otro candidato, por qué el hostigamiento a un jugador, por qué las excelentes relaciones con otro club y su directiva y por qué nunca se habla mal de ese equipo y esa directiva, por qué el empeño en que no se profundice en el tema Negreira en su programa… Es ingenuo pensar que no se saben estos porqués… y algunos más. En fin, ahora que cada palo aguante su vela.

Vinicius Jr vs Real Sociedad (H)

El debate no debería ser si Mourinho ha elegido bien la palabra. El debate es por qué un jugador lleva años aguantando patadas, insultos y cánticos y encima tiene que ‘controlarse y callar’ para que no se lo echen en cara. Mou ha dado en el clavo y la reacción se lo confirma.

New Taker Incentives on POE PropAMM It now pays to trade on POE, with takers now able to earn back over 100% of fees paid, with corrective flow earning up to 2x in rewards. A daily pot of MON paid out to takers filling POE quotes, weighted toward flow that rebalances the pool. Built for arbitrageurs, algo traders, market makers, and desks running programmatic flow on Monad. No registration, no whitelist, no allocation to apply for. Points accrue on volume to any address filling POE quotes, and settle weekly. Points tracking is officially live. ________________ 📊 Incentive Terms Every swap executed on POE accrues points in proportion to volume traded. Points are snapshotted daily and paid weekly from a fixed daily pot, shared pro-rata across all participating takers. ________________ ⚖️ Skew Multiplier POE prices from oracle feeds, but quoting both sides tightly depends on pool holding inventory near target. One-directional flow pushes the pool off balance, and quote quality on the heavy side degrades as it does. That degradation is the edge available to takers, and this program pays extra for taking it: 🔹 Multiplier → points ramp from 1x to 2x based on how far the pool had drifted when the trade landed. 🔹 Scale → the multiplier runs 0.5×–2×, continuously. Corrective dollars earn ‘1 + skew’ while dollars that push the pool further off balance earn 1 − skew/2. A trade crossing 50/50 earns each portion at its own rate. 🔹 Example → A corrective trade moving pool from 60/40 to 50/50 averages ~1.1x, while the first fills at 99/1 earn ~2×. A trade that pushes pool off balance from 50/50 to 40/60 would average ~0.95× (multiplier floor is 0.5x) 🔹 Readable → pool inventory is onchain, so the multiplier on any trade can be computed before it is sent. The worse the skew, the better the fill and the higher the multiplier. Both compound in the same direction. ________________ 🔒 Reward Pot Sizing The weekly $MON pot is sized at the total fees takers paid on POE that week, capped at 10,000 MON/day. Corrective flow can earn back more than 100% of its own fees, with unbalancing flow still earning but at a reduced rate. The net effect is a fee rebate for programmatic flow operators with incentivizes tilted towards the flow the pool needs most. ________________ 🏆 Leaderboard and Claims Points, rank, and projected share are visible on LFJ throughout the epoch. Snapshots are tracked live with standings updating every few minutes. Addresses appear on the leaderboard after first fill, with no sign up necessary. Rewards attribute to the address that originated the swap and are claimable weekly on @merkl_xyz ~approx one day after each weekly epoch closes. ________________ Parameters may be adjusted between epochs, announced in advance; points accrual has already begun. Any questions can be directed to the LFJ Discord. The tightest quotes on Monad brought to you by POE.

🌟🌟 𝐎𝐑𝐆𝐔𝐋𝐋𝐎𝐒𝐎𝐒 de nuestra 𝐩𝐚𝐭𝐫𝐢𝐚 querida 🇪🇦 #RealOviedo 🔵⚪️

Big win for @insta360! Their new Luna Ultra is crushing it! Topping sales charts in China & the US on launch day, rapid sell-outs in Japan, and earning rave reviews as a serious DJI Pocket challenger with dual Leica lenses, detachable screen & killer image quality. $XNET (Xunlei) owns ~7.8% of Insta360 that stake alone is worth far more than XNET’s entire ~$350M market cap. Extremely undervalued hidden asset play! youtu.be/gWscweuterk?is=22KO…

$NIO continued to demonstrate strong execution of its organizational capabilities in the first half of 2026. In June 2026, #NIO delivered 40,597 vehicles, setting a new year-to-date record, up 62.9% year-on-year. It also marked the third time in the company’s history that monthly deliveries exceeded 40,000 units. Among them, the NIO brand delivered 21,908 units (+50.1%), ONVO delivered 11,743 units (+83.5%), and firefly delivered 6,946 units (+76.7%), with all three brands achieving strong year-on-year growth. Looking at NIO in isolation, this growth performance may not fully capture the broader picture. However, when placed in the context of the overall Chinese automotive industry, NIO’s 67.4% growth in the first half of 2026 ranks first in the industry. (PICTURE 2) More importantly, this growth trajectory has moved beyond simple scale expansion into a phase of “system capability realization.” In the first half of the year, NIO continued to operate under its CBU (Cell Business Unit) mechanism introduced last year, balancing revenue and cost across product, technology, marketing, and energy, while managing investment-return cycles. This has delivered tangible results: following Non-GAAP profitability in Q4 last year, the company again achieved Non-GAAP profitability in Q1 this year. This sets up strong expectations for NIO’s overall first-half financial performance. Against the backdrop of intensifying competition and mounting pressure across China’s automotive industry, only companies that translate systemic capabilities into real operating results can sustain healthy long-term growth. Two consecutive quarters of profitability signal that NIO has already validated its strategic direction and is gradually entering a higher-quality development phase. On the product side, both in terms of unit sales and average selling price, all three of NIO’s brands continue to move upward in the premium EV segment. ✅ The third-generation ES8 has successfully crossed the industry’s typical “valley of death” for new products and continues to deliver strong incremental growth. ✅ The launch of the ES9 further expanded access to higher-end users, achieving 10,000 deliveries within just 30 days, making it the fastest-selling 500,000 RMB-class premium electric SUV to reach this milestone. ✅ ONVO, while focused on the mainstream family segment, now has a well-rounded product lineup, with an average selling price of approximately RMB 250,600, on par with brands such as Tesla and Li Auto. (PICTURE 3) ✅ firefly continues to lead its competitors in the premium compact car segment, maintaining the No.1 market share position for 13 consecutive months. ✅ NIO has already achieved partial overtaking of BBA. From January to May this year, NIO ranked No.1 in sales in 41 cities or regions across China, fully surpassing BBA in those markets. On the technology and energy front, NIO has also entered a phase of execution and realization: ✅ The in-house developed Shenji chip, after being spun off into an independent company and completing separate financing, has demonstrated its recognized value within the industry. ✅ The NIO World Model received another major upgrade in June, covering 700,000 users and enabling synchronized evolution across two vehicle generations. ✅ NIO Power has built more than 9,000 battery swap and charging stations across China, with cumulative swaps exceeding 110 million, forming the country’s largest-scale energy replenishment infrastructure network. From growth to profitability, from individual products to system-wide execution, and from single-brand momentum to multi-brand synergy, NIO has officially entered a new long-term growth phase driven by system capabilities. #ChinaEV #EV #ElectricCar #Luxury #ElectricVehicle #ChineseCar

¿Podríamos confirmar las cifras aproximadas de lo que supondría para el Real Madrid la operación de reemplazar a Vinicius frente a la de renovarle? Si hacemos números, la diferencia es abismal. Analicemos el escenario de fichar a un sustituto como Olise: - Coste del fichaje: Entre traspaso y comisiones, la operación podría irse perfectamente a los 220M. - Salario: Unos 30M brutos por temporada. - Retorno por derechos de imagen: Al quedarse el club con el 50% de sus derechos, y siendo un jugador del mismo mercado que Mbappé y Dembélé, podría generar directamente unos 5 millones de euros anuales. Balance Total (contrato de 5 años): El coste bruto total ascendería a 470M. Esto se traduce en 94M al año (o 89M si restamos el retorno directo por sus derechos). Comparemos esto con el escenario de renovar a Vinícius: - Prima de renovación: Una bonificación estimada de unos 50M. - Salario: Un aumento hasta los 50M brutos por temporada. - Retorno por derechos de imagen: Vinícius es el icono absoluto de un mercado masivo como Brasil (un país con cuatro veces la población de Francia). Su 50% puede generar fácilmente unos 50M anuales para el club. Como apunte: recordemos que Mbappé solo cede al Madrid el 20% de sus nuevos contratos. Balance Total (contrato de 5 años): El coste bruto total sería de 300M. Esto equivale a 60M al año que, si restamos los 50M anuales que genera por sus derechos, reduce el coste real para el club a solo 10M al año. Conclusión económica: Solo computando los ingresos directos por derechos de imagen, mantener a Vinícius es 80M al año más barato que fichar a un sustituto como Olise. Si además sumamos el impacto comercial indirecto, Vini no solo sale "gratis", sino que genera un saldo neto positivo para el Real Madrid. Es evidente que el club está utilizando el ruido mediático para presionar a Vini en la negociación. Sin embargo, su entorno de representación —que quizá no sepa de fútbol, pero de finanzas sabe muchísimo— conoce perfectamente el valor real y el impacto económico que tiene el jugador. Al Real Madrid no le queda otra alternativa que ceder y pagar lo que Vini pide. Lo acabarán haciendo porque, objetivamente, es el futbolista que más ingresos va a generar en todo el planeta durante el próximo lustro. La estrategia actual del club de dilatar la negociación apelando al "sentimentalismo" no solo es cortoplacista, sino contraproducente: lo único que consiguen es desgastar la imagen pública de su mayor activo económico, sabiendo de antemano que la renovación sigue siendo un negocio redondo para la entidad. #vini #WorldCup2026FIFA #realmadrid #fichajes