Yield on stocks crossing $1.1M only 3weeks after launch Yield on SpaceX going live now >15% APR on the largest companies in the world, powered by DeFi (@aave and @Morpho) Tokenization meta is accelerating.

The Starloop Machine for tokenized SpaceX is now live on @base. Deposit tokenized SpaceX shares into the Starloop Machine and let the shares work as collateral and earn yield. Powered by @aave. Built on @makinafi. Only available in eligible geos ex U.S.

Today we announce a landmark global partnership of the leading contemporary cultural institutions @MuseumModernArt @mplusmuseum & @CentrePompidou. This cultural alliance, founded in collection sharing, research collaboration, & synergistic bridges between the institutions may stand as a guiding example to the art community and to the world.

It's gonna be okay: 5.8bn Total Hack - 1.57bn USDT Frozen - 823M USDC Frozen - 1.3bn Insurance Fund = 2.10bn Loss worst case On $146bn of assets it's around 1.5% loss of Reserves They can take loans like bybit did or sell equity, but this hole is gonna get filled in <7d is my guess

We build for people who are long assets like ethereum:native and $SPCX. If you're holding for the long term, then earn yield on top. That's why we built the DETH vault, and Starloop, our tokenized SpaceX yield vault on @base running on @makinafi (coming soon). @kukulabanze says it best:

Neurotech is Humanity’s Next Frontier! I’ve been investing in neurotech since 2021 and working with teams building BCIs, NeuroAI, and connectomics. It now feels like AI did in ~2019. We are entering an extraordinary era: neurotech already restores functions, it can enhance our capabilities, and will evolve what it means to be human. PLC Neurotech is the fund backing the extraordinary founders and defining companies of this booming industry.

"Show me the incentive, I'll show you the outcome." @kukulabanze expects Tesla and SpaceX to merge in an all-share deal at roughly a 0.6 to 0.7 ratio. "If they can merge sub 0.7 then Elon still has controlling interest in the company." Full episode with @MilkRoadStocks below:

Reading Protocols by @hubermanlab, which is great. A proposed protocol to study for book 2: An observed but understudied longevity practice is dedicating a substantial amount of time over many years to art (creating, collecting, curating, etc). I meet an outlier number of the most sharp, energetic octogenarians+ in the art world (& rarely outside of it). Something about time dedicated to thinking about art seems to increase lucid health span significantly.

There will be TWO FIRSTS from the $SPCX Q3 earnings today: 1. SpaceX will print its first profitable quarter ever 2. >50% of SpaceX revenue will not come from Space, but instead AI While the space & connectivity business is an incredible business growing very fast, it pales in comparison to an AI compute business which will almost 3x QoQ My guess is they will see both a huge jump in revenue from AI compute, as they are now renting near $60m/MW/year, in addition to revenue from the AI labs (Grok/Cursor/xAI), with the launch of GrokBot and newer frontier level models with Grok SpaceX is now an AI company with a rocket launch and connectivity business on the side, and this will become even more apparent in the quarters ahead

The most underrated part of SpaceX's business is that its data centers pay for themselves in MONTHS, not years SpaceX is currently building them (pre Vera Rubin) for about $28M-$32M per MW They can lease that compute on the spot market for $45M-$50M/MW every year. In the most recent deals, Deutsche Bank estimates SpaceX is leasing compute for $60M/MW! Now these are the numbers if SpaceX rents out that compute. There's also a growing need for SpaceX to us that compute within their own business for Grok and GrokBot In this scenario, SemiAnalysis estimates that 1GW of compute being used to sell frontier model tokens is worth about $100B/year, 2x the amount of renting it out Now of course, SpaceX doesn't have many GWs of compute in demand for their AI model (yet), so they can't eat up all of that supply on their own. But, if SpaceX and Tesla merge, then that compute can be used for the compute needs of Robotaxis and Humanoids in the future too, which will also have a high ticket rev return as these networks grow Effectively, SpaceX is building a compute business with the optionality to rent it out for $50M/MW+ or use it internally for upwards of $100m/MW And they expect to hit 2.6GW of compute by the end of 2026 and 10GW by EOY 2027. The revenue implications of this for SpaceX are absolutely massive SpaceX will be one of the fastet growing companies by revenue in 2027 if they can actaully reach those numbers of compute Great episode on $SPCX from @kukulabanze on the @MilkRoadStocks podcast yesterday

Was super fun to join @MilkRoadStocks and chat @SpaceX ahead of today's earnings call. Lots of predictions & some uncommon observations in here. $SPCX is the best positioned among a new set of dominant technology firms - Spacefaring Hyperscalers. The $TSLA acquisition opens up a convergence of technologies that the market will struggle to price. All of it makes for incredible opportunity.

@MichaelDell @elonmusk Mega thanks for the incredible generosity here. Thank you Michael, Susan, and Elon for giving every American child a chance to participate in the American dream, and some skin in the game. @altcap your leadership here is beyond inspiring. ❤️🚀🇺🇸❤️

@CharlesLBovaird @GldnCincinnatus @vikrantnyc @cakewallet @girlgone_crypto "Ether remains the best positioned crypto-asset in the current market set up for long term durable appreciation in both value and community participation." - @kukulabanze