folly

lax americana 🇺🇸 ex-Oppenheimer & Co. consultant and small business owner

vegan 🌱 focus: space, spin-offs, digital assets and special situation investing

[P Equity Research 📰 @pequityresearch]

J.P. Morgan: Humanoids

U.S. humanoid demand is outpacing the production capacity every year and the gap continues to grow larger.

From 18,886 units in 2026E to 531,471 units in 2030E.

[Shawarma Capital @ShawarmaCapital]

Sen. Whitehouse toured $MRLN Quonset hangar the same week the FAA opened 8 new BEYOND integration slots. Only states can apply.

The FAA already paid Merlin to demo autonomy on Alaska cargo routes.

Competitor Reliable Robotics already has a seat in the sister eIPP program.

RI + Merlin is the obvious application. Watching.

[Securitize @Securitize]

Putting an asset onchain only matters if it becomes more useful.

Securitize CEO @carlosdomingo joined @_TalkingTokens to explain how our full stack strategy connects issuance with distribution, trading, and lending, so asset managers can focus on the underlying assets.

[SpaceX @SpaceX]

SpaceX engineers spent several days inspecting Ship 40 in the waters off Christmas Island. They collected heatshield samples and gained vital insight into how the vehicle handled reentry with improvements now planned on future vehicles

[Merlin @MerlinAero]

Merlin welcomed @SenWhitehouse (D-RI) to our flight test facility at Quonset yesterday, marking the first time a sitting senator has joined us for a demonstration flight.

As a consistent advocate for Rhode Island's defense tech sector and federal investment in the state's aviation program, we were grateful for the opportunity to give him a firsthand look at Merlin Pilot and discuss what's ahead for the C-130J program with @USSOCOM.

[Infleqtion @infleqtion]

NASA has awarded Infleqtion a $20 million follow-on contract for the Quantum Gravity Gradiometer Pathfinder mission, bringing NASA’s total investment in Infleqtion's work for this program to $40 million.

Working with @NASAJPL, Infleqtion will design, build, and test key components for the world’s first space-based quantum gravity sensor, including testing the system in microgravity at the Einstein Elevator (@hitec_elevator) in Germany. The @NASA-led mission is expected to launch in 2030 and could help enable future tools for monitoring water, ice, and natural resources from low Earth orbit.

Learn more: https://t.co/zvWyReflI0

[Shawarma Capital @ShawarmaCapital]

$MRLN

Can confirm, the tech is real.

Autonomous take off, flight, and landing on steroids.

✈️

[Global Dollar Network 🌎 @global_dollar]

Welcome @Securitize to Global Dollar Network. 🌎

The world's largest tokenization platform, with ~$5B in tokenized assets including BlackRock's BUIDL, is bringing USDG into the infrastructure that puts institutional funds onchain.

[Securitize @Securitize]

Securitize is collaborating with CURRENC Capital, a subsidiary of Currenc Group, to help listed companies evaluate issuer-sponsored tokenization.

This work combines Currenc’s issuer experience with Securitize’s regulated tokenization and capital-markets infrastructure.

[MOMENTUS @momentusspace]

$MNTS recently announced the Vigoride 7 OSV has completed a series of orbit-lowering maneuvers and continues to operate hosted payloads on the mission.

Vigoride 7 OSV is carrying 10 payloads for a range of customers including @NASA and @DeptofWar.

[Securitize @Securitize]

Securitize Fund Services and @CIG_Crypto are collaborating to streamline how digital asset fund managers join the CIG platform.

Participating SFS clients can use a coordinated, manager-authorized onboarding process for diligence, benchmarking, and ongoing monitoring.

[Gary Hershorn @GaryHershorn]

A SpaceX Falcon 9 rocket on mission Starlink Group 10-49 passes over lower Manhattan and One World Trade Center in New York City about 15 after launch from Cape Canaveral in Florida, Tuesday morning before sunrise #newyorkcity #nyc #newyork @SpaceX #sunrise

[The Block Media @TheBlockPods]

On July 2, Securitize went public. Its own stock ($SECZ) trades on chain, inside Reg NMS.

"A lot of people didn't think you could do that."

The firm has close to $400 million in the coffers, which @Securitize President @Observatory13 calls a war chest.

Full interview with @imyoungsparks, from @SALTConference:

00:00 - Introduction
00:20 - Securitize vs. Ondo & Centrifuge
02:00 - Tokenized Securities in DeFi
03:41 - Reg Crypto & the Innovation Exemption
07:27 - CLARITY Act's Odds
09:29 - Weighing the Cost of a Failed CLARITY Vote
11:51 - Inside the Jay Clayton-Era SEC
14:25 - Securitize's Post-IPO Expansion Plans

[folly @attorney]

@StockSavvyShay $CCXI @agilityrobotics

[QuantumAnalysis @Qtumanalysis]

JAPAN JUST BUILT THEIR FIRST NEUTRAL ATOM COMPUTER AND PICKED INFLEQTION

Hours ago, Japan announced "Shunkai" is operational. The country's first full stack neutral atom machine, built under its national Moonshot program with Hitachi.

The quantum processor inside came from Infleqtion.

Here's what makes that wild. Japan's Moonshot program is its moonshot, a national initiative to transform Japan's economy and security by 2050. Out of every quantum company on earth, Japan's Science and Technology Agency selected exactly ONE foreign partner. $INFQ.

The machine: laser controlled atoms as qubits, scaling toward 500. The roadmap is 10,000 physical qubits with error correction by March 2031, opened to outside researchers. The lab is run by Kenji Ohmori, whose team made two-qubit gates on atoms two orders of magnitude faster.

Now zoom out, because there's a pattern.

The UK's national quantum center runs an Infleqtion neutral atom testbed.

Illinois is building an Infleqtion machine targeting 2027.

The US Army: contracts their quantum sensors.

Japan just switched on a national computer with their QPU inside.

One company's atoms, deployed inside FOUR allied government programs.

America's most quiet quantum company is making the most important moves early on, integrating themselves among the whole worlds quantum programs.

$INFQ $IONQ $QBTS $RGTI

[Securitize @Securitize]

Securitize has reached billion-dollar scale on a second public blockchain, with more than $1 billion in AUM now on @solana.

Solana’s tokenized asset market is accelerating, and we’re proud to be a leading contributor to that growth.

Tokenize the World.

[folly @attorney]

Anyone who hires for entry level manual jobs knows there is a massive labor shortage. Bring on the robots already.

$CCXI

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

*BESSENT THREATENS TO GIVE IRAN FREE SUBSCRIPTION TO JIM CRAMER INVESTING CLUB AS ECONOMIC WAR ESCALATES - NY POST.

[folly @attorney]

https://t.co/ikVrPkMb7T

[Securitize @Securitize]

Tokenized SECZ is now live within @Loopscale's onchain credit markets on @solana.

Eligible holders can post their shares as collateral and borrow stablecoins at fixed rates, allowing them to access liquidity while continuing to hold their SECZ position.