koeppelmann
@koeppelmann
Fair money @aboutCircles, Co-founded Gnosis. Supporting @gnosisDAO, @gnosischain, @gnosisSafe, @gnosisguild, @gnosispay, @cowswap
가입 August 2009
1.7K 팔로잉 중 58K 팬
If pressed hard enough @grok admits SpaceX evaluation is bonkers.
@koeppelmann Yes, by conventional metrics a ~$2T valuation on $23B TTM revenue and ongoing losses is bonkers. Bulls price in massive Starlink, Starship and AI upside; bears see a large gap to fundamentals.
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