Giuseppe Cicatelli

Entrepreneur, Investor, Father & Philanthropist. President @BacaliaGroup

[Giuseppe Cicatelli @CicatelliGiusep]

Grand Caribbean Marinas isn't just a place to dock your boat; it's a gateway to a sustainable, vibrant, and interconnected maritime lifestyle. Join us, where every visit is an adventure, and every sunset brings a promise of a new dawn

https://t.co/D4tbWZ5riE

[Giuseppe Cicatelli @CicatelliGiusep]

The future belongs to those who can bridge faith and humanity with innovation. Pope XIV gets it.

[SpaceX @SpaceX]

Starship V3 landing burn over the Indian Ocean

[Giuseppe Cicatelli @CicatelliGiusep]

Big

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[Giuseppe Cicatelli @CicatelliGiusep]

The quantum computing race just got real. $2B in U.S. government funding across Infleqtion, Rigetti, D-Wave, IonQ & IBM signals a fundamental shift: quantum isn’t speculative anymore—it’s strategic infrastructure. National security, cryptography, materials science. This is where capital flows when nations compete..

[Giuseppe Cicatelli @CicatelliGiusep]

Very impressive!

[Hyperliquid @HyperliquidX]

RWA trading on Hyperliquid reached a new ATH of $2.6B in open interest, double the amount from two months ago. Demand for 24/7, onchain access to real world assets continues to grow.

[Polymarket @Polymarket]

We're excited to announce our exclusive partnership with Nasdaq Private Market.

Retail traders can now get exposure to private companies, one of the historically most profitable asset classes, exclusively through Polymarket.

[Coinbase 🛡️ @coinbase]

Tokenization takeover.

[IPO Newsroom @IPONewsroom_]

A CHINESE CHIPMAKER JUST FILED FOR WHAT COULD BE CHINA'S BIGGEST IPO OF 2026

ChangXin Memory Technologies, known as CXMT, just dropped its prospectus alongside a 700% revenue jump, per Bloomberg.

Here's what's inside the filing:

The numbers:
- Q1 revenue: 50.8 billion yuan, roughly $7.5 billion, up over 700% year-over-year
- Q1 profit: more than 20 billion yuan, vs a loss in the same quarter last year
- First half guidance: net income up more than 2,200%
- Target raise: 29.5 billion yuan on Shanghai's Star Board

The customers:
- Alibaba
- Tencent
- ByteDance

The setup:
- AI data center demand is consuming advanced memory at a record pace
- Conventional DRAM prices doubled in Q1 and could rise another 60% in Q2, per TrendForce
- CXMT sits at the heart of China's push to wean itself off US tech

Samsung, SK Hynix and Micron are the dominant global memory makers. CXMT just told the world it wants a seat at that table.

[Giuseppe Cicatelli @CicatelliGiusep]

The definition of a hyperscaler is changing before our eyes. By 2027, the Big Tech club (AWS, Google, Microsoft, Meta) is going to have two new members: Anthropic and SpaceX.

[Giuseppe Cicatelli @CicatelliGiusep]

Polymarket keeps winning on fundamentals despite the headlines.
Q1 volume hit $26B+ (+90% QoQ), fees are surging, and March marked its first $10B month ever. Infrastructure just leveled up with a new CLOB + pUSD stablecoin, improving speed and liquidity.
Now expanding into perps (crypto, stocks) — a major shift beyond event markets.
$400M raise talks at ~$15B valuation still alive, with strong institutional backing.
Big wildcard: potential full U.S. reopening via CFTC approval. Bottom line: controversy is loud, but growth is louder.

[Giuseppe Cicatelli @CicatelliGiusep]

excited to see them keep pushing the envelope on how people can trade on real-world events and bring this asset class to a broader audience. The execution so far has been impressive, and I’m even more bullish on what’s coming next

[Kalshi @Kalshi]

Kalshi x Interactive Brokers

One of the largest brokers in the world.

Casual, sophisticated, and institutional investors can now trade the future.

All in one place.

[Giuseppe Cicatelli @CicatelliGiusep]

Rather 90%

[Kalshi @Kalshi]

JUST IN: 70% chance Tesla and SpaceX merge within the next year

[Giuseppe Cicatelli @CicatelliGiusep]

In a world where technology and resources can grow the global pie exponentially, a US‑China rivalry doesn’t have to be zero‑sum. The Xi–Trump meeting shows there is space for a bipolar or even multipolar order where major powers compete yet still cooperate for shared gains. There’s no better moment than now to choose cooperation over confrontation

[The White House @WhiteHouse]

President Donald J. Trump Visits China's Temple of Heaven. 🇺🇸🇨🇳

[Giuseppe Cicatelli @CicatelliGiusep]

Congrats @cerebras @andrewdfeldman … what a great journey it’s been. Thrilled to have backed you early on.

[Cerebras @cerebras]

Live from New York, it's...$CBRS

@Nasdaq thank you for the welcome!

[Giuseppe Cicatelli @CicatelliGiusep]

In my new @Forbes piece, I explain how moving capital from financial debasement to hard tech—energy, compute, infrastructure, advanced manufacturing—can unlock the next wave of GDP growth: https://t.co/J9kQsb3d3K

[Polymarket Money @PolymarketMoney]

Cerebras upsized its IPO to $150-$160 after reportedly drawing more than 20x demand.

At the top of the range, the AI chipmaker would raise ~$4.8B making this one of the strongest public-market demand signals yet for a pure-play AI chip IPO.

[Sui @SuiNetwork]

Sui is LIVE from Miami!

Tuning in from the streams? Drop a 🌴 below.

Notifications ✅
https://t.co/4DXVjKmFex

[IPO Newsroom @IPONewsroom_]

CEREBRAS IS RAISING ITS IPO PRICE RANGE AS SOON AS MONDAY

The AI chipmaker's IPO is more than 20x oversubscribed, per Bloomberg.

The updated terms:

- New expected price range: $125 to $135 per share
- Original range: $115 to $125 per share
- Shares being marketed: 28 million
- Target raise: $3.5 billion (could increase further)
- IPO pricing date: May 13
- Indications of interest before formal marketing: over $10 billion

Cerebras is now requiring institutional investors placing IPO orders to specify the number of shares AND the maximum price they're willing to pay, to gauge the true level of demand.

The listing would be 2026's biggest US IPO so far. The Philadelphia Semiconductor Index is up more than 37% in the past month, led by Intel $INTC.

[Giuseppe Cicatelli @CicatelliGiusep]

@cucheems123 Maybe Venezuela?

[Giuseppe Cicatelli @CicatelliGiusep]

Crisis doesn’t destroy asset value—it just scares away the capital.
When Puerto Rico’s bonds went to junk in 2014, I saw a mispriced market with extraordinary fundamentals.
A decade later, the transformation is undeniable.
Why contrarian bets work
https://t.co/hTQ3xluf23