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@0xBobdbldr reposted
@0xBobdbldr reposted
i am so delusionally bullish about what we’re building internally
i know the idea can/will be cloned (any idea can in the age of AI)
building a bootstrapped media company built on trust, credibility, taste & distribution over 5 years is THE moat
go try build that overnight
i know the idea can/will be cloned (any idea can in the age of AI)
building a bootstrapped media company built on trust, credibility, taste & distribution over 5 years is THE moat
go try build that overnight
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@0xBobdbldr reposted
robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 -50%, cash-cat:native -50%, other tier 2 assets are down -80%
only robinhood:0x8d1612b4b78ebf08cfbf01a04fa270ccbb0509a2 keeps making me happy, basically accumulating for a MONTH (31 DAYS) in the 2.5-4m FDV range
think the next wave on RH surprises everyone, and one of my top picks is robinhood:0x8d1612b4b78ebf08cfbf01a04fa270ccbb0509a2
we are buying a rocket @RKST_xyz @Starcap_xyz
only robinhood:0x8d1612b4b78ebf08cfbf01a04fa270ccbb0509a2 keeps making me happy, basically accumulating for a MONTH (31 DAYS) in the 2.5-4m FDV range
think the next wave on RH surprises everyone, and one of my top picks is robinhood:0x8d1612b4b78ebf08cfbf01a04fa270ccbb0509a2
we are buying a rocket @RKST_xyz @Starcap_xyz
CragHack | GoH@0xCragHack · Oct 4robinhood:0x8d1612b4b78ebf08cfbf01a04fa270ccbb0509a2 is pretty much the only one of very few, that isnt falling through this whole robinhood ecosystem correction. it found its bottom around $ 2.5-3.5m cap and has been trading here for three weeks now
i really enjoy watching the paperhands leave while longterm holders come in and sit tight
now imagine what happens when the right posts start coming out, the catalysts land and big influencers start writing about it again
and given the founder @0xBobdbldr is going to token2049, i think the coming days and next week bring big announcements
if you still havent taken RKST, then betting on essentially the only coin that buys rockets, buys space launches, earns money on that and pushes part of it back into token buybacks is the best or one of the best investments you can make in the trenches
and if one of the top holders exits with one button and dumps it somewhere below 2m, that would be one of the best entries you can get on robinhood this cycle
@RKST_xyz @Starcap_xyz
i really enjoy watching the paperhands leave while longterm holders come in and sit tight
now imagine what happens when the right posts start coming out, the catalysts land and big influencers start writing about it again
and given the founder @0xBobdbldr is going to token2049, i think the coming days and next week bring big announcements
if you still havent taken RKST, then betting on essentially the only coin that buys rockets, buys space launches, earns money on that and pushes part of it back into token buybacks is the best or one of the best investments you can make in the trenches
and if one of the top holders exits with one button and dumps it somewhere below 2m, that would be one of the best entries you can get on robinhood this cycle
@RKST_xyz @Starcap_xyz
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@0xBobdbldr reposted
Make people feel an exceptional product, one that is so good you get hooked on it and never want to use anything else ever again.
A flight with free starlink means
- better experience for flyers
- less calls for flight attendants
- makes it easy to get work done on flights
- brings stronger loyalty to flight carriers with starlink / influences the flights you book, especially longer distance
- cuts cost elsewhere including flight entertainment systems
This is the best customer acquisition tool & $SPCX will win.
A flight with free starlink means
- better experience for flyers
- less calls for flight attendants
- makes it easy to get work done on flights
- brings stronger loyalty to flight carriers with starlink / influences the flights you book, especially longer distance
- cuts cost elsewhere including flight entertainment systems
This is the best customer acquisition tool & $SPCX will win.
Tom Goodwin@tomfgoodwin · Oct 8Not complaining but why are all airlines with Starlink , offering it for free ?
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@0xBobdbldr reposted
SpaceX spent two decades building rockets that today lose money, but the real business is what they carry, @Starlink, now earning $11.4B a year and funding a new bet in AI.
If a six-year-old company already earns as much as the entire @NBA, imagine it fully grown.
If a six-year-old company already earns as much as the entire @NBA, imagine it fully grown.
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@0xBobdbldr reposted
SpaceX loses money on every rocket it launches, on purpose, yet earns more than 5x what all of @Formula1 makes in a year, so what justifies its $2T valuation?
@Starlink does, its revenue nearly tripled from $3.9B in 2023 to $11.4B in 2025 with $4.4B now in operating profit.
By the first half (H1) of 2026, it had reached 12M subscribers, double a year earlier. Meanwhile, the rockets brought in only $4B a year and no profit, losing money by design.
More flights, flat revenue, because the extra launches carry Starlink’s own satellites.
@SpaceX is also building compute for AI, spending $15.8B on it in a single quarter. In H1, that business turned its first profit. Early, but real, and paid for by the cash Starlink throws off.
All of it possible because cheap, reusable launch put the constellation in orbit.
Launch unlocks the layer above it, and that layer funds the next, as the $1.8T space economy sitting on top is no longer sci-fi but a reality SpaceX reached first and everyone else is now racing toward.
@Starlink does, its revenue nearly tripled from $3.9B in 2023 to $11.4B in 2025 with $4.4B now in operating profit.
By the first half (H1) of 2026, it had reached 12M subscribers, double a year earlier. Meanwhile, the rockets brought in only $4B a year and no profit, losing money by design.
More flights, flat revenue, because the extra launches carry Starlink’s own satellites.
@SpaceX is also building compute for AI, spending $15.8B on it in a single quarter. In H1, that business turned its first profit. Early, but real, and paid for by the cash Starlink throws off.
All of it possible because cheap, reusable launch put the constellation in orbit.
Launch unlocks the layer above it, and that layer funds the next, as the $1.8T space economy sitting on top is no longer sci-fi but a reality SpaceX reached first and everyone else is now racing toward.
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@0xBobdbldr reposted
Coinbase Tokenized Stocks are growing with Aave:
- Stock-backed loans by Aave
- Stock vaults with yield by Dialectic / Makina
- Earn on stocks by Superform
- Agentic Earn on stocks by Zyfai
More to come (all non-US only).
All powered by @aave and @base.
- Stock-backed loans by Aave
- Stock vaults with yield by Dialectic / Makina
- Earn on stocks by Superform
- Agentic Earn on stocks by Zyfai
More to come (all non-US only).
All powered by @aave and @base.
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@0xBobdbldr reposted
Space is brutally capex heavy and needs new ways to get funded.
I might have found the solution for that…
I might have found the solution for that…
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Duality of a man
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I love what 3jane been working on in the credit defi market
I think Q4-Q2 next year in defi will be almost all about credit creation and how we can design efficient onchain-first instruments to finance frontier tech
and I won’t be surprised to see 3jane as major leaders in this
I think Q4-Q2 next year in defi will be almost all about credit creation and how we can design efficient onchain-first instruments to finance frontier tech
and I won’t be surprised to see 3jane as major leaders in this
3Jane@3janexyz · Oct 8Introducing credit scores on @3janexyz x @cred_protocol
Reputation can now be collateralized to generate higher yield within DeFi, permissionlessly and at scale, starting with undercollateralized promises on LCC
Reputation can now be collateralized to generate higher yield within DeFi, permissionlessly and at scale, starting with undercollateralized promises on LCC
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@0xBobdbldr reposted
STARSHIP FLIGHT 15: A new FAA Space Operations CADENA presentation has been published indicating that tentatively, SpaceX is targeting NET November 8th for Starship Flight 15 from Starbase, Texas
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The founder of @ssi , @ilyasut can pull the greatest comeback story right now post trump’s SI push :
Space Super Intelligence
Space Super Intelligence
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@0xBobdbldr reposted
Welcome back to planet Earth!
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@0xBobdbldr reposted
Every splashdown is a reminder that the hardest part of space isn't leaving, it's coming back in one piece.
SpaceX makes it look ordinary, but it never is.
Welcome home, Crew-12.
SpaceX makes it look ordinary, but it never is.
Welcome home, Crew-12.
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@0xBobdbldr reposted
The Starcap Podcast 🎙️
Episode 1 - Will @SpaceX become the most valuable company ever?
Founders @Wajahat and @0xBobdbldr discuss this question, from Starlink and xAI to the Tesla merger and the race with China.
Full episode below 👇
Timestamps
03:18 More than a rocket company
04:56 The full-stack AI moat
10:15 Launch is step zero
13:02 When the economics finally make sense
16:18 The ChatGPT moment for space
20:10 Starlink Mobile is the aha moment
21:58 The launch bottleneck
23:44 Space tourism in our lifetime
26:05 Space energy and orbital compute
30:00 Paying for it, and the Tesla merger
33:04 Making things in space and bringing them home
35:50 How much of SpaceX is priced on Mars
37:56 Why go to the moon
41:49 The race with China
43:55 The bear case
48:34 SpaceX in 2030
Episode 1 - Will @SpaceX become the most valuable company ever?
Founders @Wajahat and @0xBobdbldr discuss this question, from Starlink and xAI to the Tesla merger and the race with China.
Full episode below 👇
Timestamps
03:18 More than a rocket company
04:56 The full-stack AI moat
10:15 Launch is step zero
13:02 When the economics finally make sense
16:18 The ChatGPT moment for space
20:10 Starlink Mobile is the aha moment
21:58 The launch bottleneck
23:44 Space tourism in our lifetime
26:05 Space energy and orbital compute
30:00 Paying for it, and the Tesla merger
33:04 Making things in space and bringing them home
35:50 How much of SpaceX is priced on Mars
37:56 Why go to the moon
41:49 The race with China
43:55 The bear case
48:34 SpaceX in 2030
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@0xBobdbldr reposted
This Pumpfun event is great
I’ve just been sitting at one corner and eating wagyu beef steak for 2 hours
I’ve just been sitting at one corner and eating wagyu beef steak for 2 hours
Damien (dm for Cracked Devs)@0xDamien · Oct 8At Pumpfun ft @nicodotfun ‘s big back
Open quoted post →
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There is no second best
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Spent yesterday in NoLimit event with other LPs and funds talking about the space economy
Most of it came back to one question, what has to be true before the $1T of space AI capex can be financed onchain? And how do we bring it the right eat to DeFi
Tldr: SpaceFi will win
Most of it came back to one question, what has to be true before the $1T of space AI capex can be financed onchain? And how do we bring it the right eat to DeFi
Tldr: SpaceFi will win
No Limit Holdings@nolimithodl · Oct 8🛰️ Compute in orbit
Launch costs fell from ~$150K/kg in the 1960s to ~$1K today. @0xBobdbldr from @Starcap_xyz on what that unlocks: datacentres powered by solar and cooled by space itself, in a $613B space economy heading to $1T.
Launch costs fell from ~$150K/kg in the 1960s to ~$1K today. @0xBobdbldr from @Starcap_xyz on what that unlocks: datacentres powered by solar and cooled by space itself, in a $613B space economy heading to $1T.
Open quoted post →
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@0xBobdbldr reposted
Wen Adoption is a wrap. 🌐
Data centre power demand is set to double by 2030, to roughly what Japan uses today. Compute and energy are becoming one market.
During token2049 this year, we invited our LPs and portfolio companies to explore who's building for it 🧵👇
Data centre power demand is set to double by 2030, to roughly what Japan uses today. Compute and energy are becoming one market.
During token2049 this year, we invited our LPs and portfolio companies to explore who's building for it 🧵👇
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The next big scaling opportunity for AI is in orbit, and SpaceFi is going to unlock this next wave of compute via innovative defi-first debt instruments
in orbit and on the ground
in orbit and on the ground
GURGAVIN@gurgavin · Oct 6JUST IN : SPACEX IS LOOKING TO RAISE $40 BILLION DOLLARS IN DEBT
IT WILL USE THE DEBT TO BUY MORE NVIDIA CHIPS
$SPCX $NVDA
Open quoted post →IT WILL USE THE DEBT TO BUY MORE NVIDIA CHIPS
$SPCX $NVDA
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