SpaceX is eyeing a historic public market debut, and BlackRock is considering a $10B bet. "SpaceX needs $75 billion... that's the biggest IPO in history by at least a factor of two." "... BlackRock has at least been discussing investing as much as $10 billion in this IPO..." —@coryweinberg

SpaceX perp volume today: HL xyz: $41.6m / $27m OI Lighter: $569k / $301k (73x smaller) Aster: $138k / $104k (300x smaller) One market is eating the entire pre-ipo order flow. Hyperliquid

SpaceX has just increased pricing for most @Starlink Residential & Roam plans in the US. New pricing: Residential: • 100 Mbps: $55/month ($5 increase) • 200 Mbps: $85/month ($5 increase) • 400+ Mbps: $130/month ($10 increase) Roam: • 100 GB: $55/month ($5 increase) • 300 GB: $80/month (no change) • Unlimited: $175/month ($10 increase)

SpaceX is increasing the price of Starlink Standby Mode to $10/month (from $5/month). Standby Mode allows users to "pause" their service for a reduced fee while maintaining a, low-speed, 500 Kbps connection for essential, low-bandwidth tasks. SpaceX: "Strong demand for Starlink reflects the value customers continue to see in the service. This adjustment supports ongoing improvements and investment in affordable, high-performance products and services as global operating costs continue to rise."

SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commercial customers. That could lift entire public space ecosystem across launch, LEO connectivity & orbital infrastructure. Current backlog across the ecosystem: • $RKLB: ~$2.2B • $FLY: ~$1.3B • $ASTS: ~$1.2B • $LUNR: ~$1.1B • $PL: ~$900M • $RDW: ~$498M • $BKSY: ~$380M • $VOYG: ~$275M • $SPIR: ~$185M • $SATL: ~$77M