Interesting points from Bret: @SpaceX is taking a differentiated approach to being a fully integrated company. Investing a lot in Starship because that enables all of the other businesses and Terrestrial compute because it is a cash flow mechanism that will fund so many things along with speeding development of orbital compute. 5G DTC connectivity will be available in 2027. $SPCX is not well understood by the market.

We dissect the $SPCX acquisition of $TSLA in our analysis at Predictions: - Roadster demo will show the world the magic that a @SpaceX - @Tesla engineering collab can produce. - Acquisition probably not announced announced before second half of 2027, after share distros. - Must be a $SPCX acquisition of $TSLA so that Elon retains control & voting mechanism, even after some future dilution to pay for 27-30 CAPEX plan (which will be >100bln). - Makes sense to roll in @boringcompany and potentially @neuralink because A- the more @SpaceX engineers can tackle other problems the better, and B- Musk owns a larger percentage of these Co.s & the transaction(s) would (likely) be accretive. Investors may want to have exposure to those other co.'s for an eventual accretive roll-up.

Ethereum is the leader in stablecoins. Ethereum is the leader in capital formation. Ethereum is the leader in DeFi. Ethereum is the logical choice for AI agents. Agentic finance will run on Ethereum. @kukulabanze on @FINTECHTVglobal

The market isn't pricing in everything $SPCX is actually building toward. @kukulabanze of @Dialectic_Group tells @RemyBlaireNews once you factor in orbital data centers and deep space ventures like lunar and Mars resource extraction, even after heavy discounting, the fair value comes out to "roughly double" of what it's worth today.

Can SpaceX shares become productive collateral? Dialectic's upcoming Starloop vault lets investors earn yield on tokenized @SpaceX shares without selling them. @kukulabanze explains how it works on @FINTECHTVglobal. Built on @base with @makinafi.

Buying $SPCX here given Q2 updates means you’re only paying for the 3 core business units: 1- TDCs (YE27 6-8GW), 2- Launch (YE27 350), 3- Consumer Starlink (YE27 >20m subs). You get all the potential of Ent/Gov Starlink, Starshield, ODCs, Terafab, xAI, X, Xmoney + the Moon, Mars and the infinite possibilities of space for free! More details & predictions:

Tokenized stocks are still early. The crossover with crypto primitives means you can build superior offerings. Think holding stocks you believe in plus earning yield on top. Dialectic is building this on @base using @makinafi. Coming soon. @kukulabanze on @YahooFinance.

A new cycle is forming in crypto. This time value will primarily accrue to businesses operating onchain rather than to crypto assets. We use crypto primitives to create value for users. Ex: tokenized stocks + DeFi yield. @Dialectic_Group’s Starloop, $SPCX +DeFi yield on @base.

Dialectic was founded on the principle that compounding is the strongest force in the universe. We couldn’t be more excited to be bringing Dialectic’s automated risk-managed yielding to tokenized stocks with Base. SPCX + DeFi yield will be a magical product.