SpaceX's CFO says Starlink demand is unprecedented. The interesting part is who's driving it!
Larry Goldberg @TeslaLarry breaks down the Goldman conference interview. Bret Johnsen reiterated a coming $100M revenue run rate and pinned the demand on AI!
Think about it. People use data in bursts. Robots, robotaxis, and AI agents use it nonstop, and they need coverage everywhere.
Starship is what makes it scale. Bigger payloads mean direct-to-cell, and satellites with extra solar and radiators could handle orbital compute.
Throw in reported Nvidia chips and Starlink starts looking less like a pipe and more like a compute layer!
For cars, that means Grok that never loses signal.
$SPCX
Timeline of events since Congress failed to pass the Crypto Clarity Act
September 17:
• SEC allows limited on-chain trading of tokenized US stocks.
• CFTC allows developers to build passive derivatives software without registering as brokers, including for crypto markets.
• SEC Chair Atkins says tokenization rules are moving toward a longer-term framework.
September 18:
• CFTC files new crypto market rules, moving them into White House review.
September 23:
• CFTC Chair Selig says the agency is establishing clear crypto market structure rules.
• CFTC outlines plans for 24/7 on-chain, tokenized financial markets.
• Trump administration considers promoting dollar-backed stablecoins internationally.
September 24:
• CFTC issues updated guidance on tokenized assets and blockchain recordkeeping.
• Federal Reserve proposes rules for stablecoin issuers under the GENIUS Act.
September 25:
• SEC staff releases new guidance on how securities laws apply to crypto.
• SEC Commissioner calls to end mass collection of sensitive KYC data.
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solana:BCdwQBAn8dYB5YjTsoB6TdHAWokxv28k2oZUodERpump
With launch right around the corner and $BTC regaining $80k+ I think onchain is about to get crazy
Manifest is my biggest altcoin bag at this moment.. I think it will be one of the top performing coins of Q4
I have added significantly to my bag at these levels
JUST IN: $5 TRILLION FIDELITY JUST SAID "A NEW 4-YEAR #BITCOIN BULL CYCLE" IS NOW BEGINNING
WE HAVE RECEIVED "CONFIRMATION OF A BOTTOM"
SMART MONEY KNOWS 🚀
Kripto para sektörü kaotik süreçten çıktı mı?
CNBC-e'de konuk olduğum Küresel Görünüm programında kripto para piyasasının güncel durumunu değerlendirdim.
Petrol fiyatlarındaki ve tahvil faizlerindeki yükselişe rağmen bitcoin'in güçlü kaldığını görüyoruz.
Bitcoin, bu yıl itibarıyla kaotik süreçlerden çok daha az yara alarak yoluna devam ediyor.
Bunun en önemli sebeplerinden biri, bitcoin'in $60K-$80K aralığında inşa ettiği dip çalışması.
SEC'nin tokenize hisse senetlerinin blokzinciri üzerinde işlem görmesine geçici de olsa onay vermesi, altcoin piyasasını yeniden canlandırdı.
Oldukça iyi bir yoldayız fakat kısa vadede geri çekilmeler hâlâ yaşanabilir.
First I gave you $ZEC from $80 -> $1500 which created countless millionaires
I found the next big rotation and I don't think anyone realizes what's coming
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Starlink V3 constellation starts being deployed this month.
Ultimately, it will deliver more than 100 times the bandwidth of our current 11,000 satellite constellation.