Coinbase just launched pre-IPO perpetual futures, starting with SpaceX
For the first time, retail can get 24/7 leveraged exposure (up to 5x) to a Elon Musk’s aerospace giant, without being an accredited investor.
How can you invest in this? Read on 👇
@anandchokshi19 Interesting how much of that curve is actually achievable versus just straight-line extrapolation of current momentum
https://t.co/alGb15qjC5
Goldman Sachs just dropped the model justifying SpaceX’s $1.78T IPO valuation, and the numbers are absolutely wild
According to their latest projections, SpaceX’s AI revenue is expected to explode from $3.2B in 2025 to $322B by 2030—a massive ~100x increase in just 5 years.
If you look at the breakdown of their 2030 forecast, it becomes clear that SpaceX is no longer being priced as a space company:
• AI Segment: $322B (The core driver)
• Starlink (Broadband): $144B
• Launch/Rockets: $8.3B
• Total Forecasted Revenue: $474B
• Projected EBITDA: $352B
The Reality Check:
Wall Street is essentially modeling an aggressive, flawless execution hyper-cycle for the xAI / Grok ecosystem. To put a $322B AI revenue figure into perspective: that requires SpaceX's AI arm to generate more annual revenue in 2030 than Microsoft or Apple do in total today.
All of this is tied to massive market assumptions, completely overlooking current segment losses and the insane capital expenditure required to scale orbital data centers and compute clusters.
Goldman is pricing the absolute best-case sci-fi scenario to ensure this $1.78T IPO flies. It’s an incredible narrative, but the execution risk here is stratospheric.
@danielisdizzy $1.25B/month from Anthropic + $920M/month from Google = ~$2.17B/month in compute demand.
That’s ~$26B/year in contracted revenue.
Impressive scale
Anthropic IPO hype is already spilling into crypto 👀
While Anthropic hasn't gone public yet, traders can already speculate on its future valuation through tokenized stock products ion GATE Exchange.
The company recently confidentially filed for IPO and is now considered one of the hottest names in AI, with a valuation approaching $1T after its latest funding round.
Why does this matter?
• Anthropic is one of OpenAI's biggest competitors
• Claude has become a major player in the enterprise AI market
• The company is expected to be one of the most anticipated IPOs of 2026
• AI remains one of the strongest narratives across both traditional and crypto markets
What's interesting is that crypto markets aren't waiting for the IPO.
Tokenized exposure linked to Anthropic is already trading, allowing investors to speculate on the company long before public market investors get access.
Just remember: pre-IPO exposure can be extremely volatile, and tokenized products come with additional risks compared to owning publicly traded shares.
Crypto spot and perp volumes are sitting at multi-month lows…
but under the surface, something different is happening.
Large-trade activity is rising, and TradFi-linked futures volumes on platforms like Binance, Gate, and Hyperliquid are hitting new highs. This looks like liquidity quietly shifting toward institutional flow and structured exposure.
@coinglass_com Question is whether that lower liquidity just becomes fuel for larger players to absorb into weakness, rather than a true breakdown 🤷♂️
@WuBlockchain Levels like $60K matter, but what’s often overlooked is what’s happening on the mining side
Worth watching both charts together
https://t.co/WlEnANObd4
Bitcoin hashrate is rolling over again
Historically, massive hashrate drawdowns are a core feature of bottom formation and miner capitulation phases. Watch this chart closely: if the blue line drops further, the spot price usually follows before the final accumulation zone forms.
Will this stay a minor 3% dip or trigger a textbook 20-30% miner capitulation?
@cryptogoos Oversubscription at this scale just shows how tight supply is going to be at IPO, not necessarily anything about long-term valuation!
What’s more interesting is that a lot of the upside narrative is already being priced through aggressive models
https://t.co/alGb15qjC5
Goldman Sachs just dropped the model justifying SpaceX’s $1.78T IPO valuation, and the numbers are absolutely wild
According to their latest projections, SpaceX’s AI revenue is expected to explode from $3.2B in 2025 to $322B by 2030—a massive ~100x increase in just 5 years.
If you look at the breakdown of their 2030 forecast, it becomes clear that SpaceX is no longer being priced as a space company:
• AI Segment: $322B (The core driver)
• Starlink (Broadband): $144B
• Launch/Rockets: $8.3B
• Total Forecasted Revenue: $474B
• Projected EBITDA: $352B
The Reality Check:
Wall Street is essentially modeling an aggressive, flawless execution hyper-cycle for the xAI / Grok ecosystem. To put a $322B AI revenue figure into perspective: that requires SpaceX's AI arm to generate more annual revenue in 2030 than Microsoft or Apple do in total today.
All of this is tied to massive market assumptions, completely overlooking current segment losses and the insane capital expenditure required to scale orbital data centers and compute clusters.
Goldman is pricing the absolute best-case sci-fi scenario to ensure this $1.78T IPO flies. It’s an incredible narrative, but the execution risk here is stratospheric.
@FlippingProfits It feels that way because we are entering the most painful part of the cycle: miner capitulation
Worth keeping an eye on what the blue line does next
https://t.co/ND5Om5LCRv
Bitcoin hashrate is rolling over again
Historically, massive hashrate drawdowns are a core feature of bottom formation and miner capitulation phases. Watch this chart closely: if the blue line drops further, the spot price usually follows before the final accumulation zone forms.
Will this stay a minor 3% dip or trigger a textbook 20-30% miner capitulation?
@Jake__Wujastyk How can this drawdown be explained in the context of such aggressive revenue growth expectations being priced in?
https://t.co/alGb15qjC5
Goldman Sachs just dropped the model justifying SpaceX’s $1.78T IPO valuation, and the numbers are absolutely wild
According to their latest projections, SpaceX’s AI revenue is expected to explode from $3.2B in 2025 to $322B by 2030—a massive ~100x increase in just 5 years.
If you look at the breakdown of their 2030 forecast, it becomes clear that SpaceX is no longer being priced as a space company:
• AI Segment: $322B (The core driver)
• Starlink (Broadband): $144B
• Launch/Rockets: $8.3B
• Total Forecasted Revenue: $474B
• Projected EBITDA: $352B
The Reality Check:
Wall Street is essentially modeling an aggressive, flawless execution hyper-cycle for the xAI / Grok ecosystem. To put a $322B AI revenue figure into perspective: that requires SpaceX's AI arm to generate more annual revenue in 2030 than Microsoft or Apple do in total today.
All of this is tied to massive market assumptions, completely overlooking current segment losses and the insane capital expenditure required to scale orbital data centers and compute clusters.
Goldman is pricing the absolute best-case sci-fi scenario to ensure this $1.78T IPO flies. It’s an incredible narrative, but the execution risk here is stratospheric.
Goldman Sachs just dropped the model justifying SpaceX’s $1.78T IPO valuation, and the numbers are absolutely wild
According to their latest projections, SpaceX’s AI revenue is expected to explode from $3.2B in 2025 to $322B by 2030—a massive ~100x increase in just 5 years.
If you look at the breakdown of their 2030 forecast, it becomes clear that SpaceX is no longer being priced as a space company:
• AI Segment: $322B (The core driver)
• Starlink (Broadband): $144B
• Launch/Rockets: $8.3B
• Total Forecasted Revenue: $474B
• Projected EBITDA: $352B
The Reality Check:
Wall Street is essentially modeling an aggressive, flawless execution hyper-cycle for the xAI / Grok ecosystem. To put a $322B AI revenue figure into perspective: that requires SpaceX's AI arm to generate more annual revenue in 2030 than Microsoft or Apple do in total today.
All of this is tied to massive market assumptions, completely overlooking current segment losses and the insane capital expenditure required to scale orbital data centers and compute clusters.
Goldman is pricing the absolute best-case sci-fi scenario to ensure this $1.78T IPO flies. It’s an incredible narrative, but the execution risk here is stratospheric.
The other 3 hidden gems (including the best AI for mind-blowing image upscaling and a tool that turns text into ready-made infographics without Figma) are already live in my Telegram channel.
Full list with direct links and workflows here:
https://t.co/oOrAAppj1i
If you are still using AI just as a text chatbot, your competition is actively out-pacing your output. The meta has shifted toward full-stack workflow automation.
Here are 4 powerhouse AI tools that will completely change how you build, design, and present ideas 👇
4. Stitch 🌐
Google's native AI tool that transforms text prompts into clean app and website interfaces. A game-changer for rapid prototyping and product design.