CryptoHQ Fund

CryptoHQ Fund, Alternative Investments

[CryptoHQ Fund @CryptoHQ_NYC]

☕ Drinking coffee while Claude codes FOIS xShares. Wall St bankers nicknamed it "Intern Manana AI": secondaries, 3,000+ private companies, Pre-IPO @OpenAI @AnthropicAI @anduriltech @Figure_robot @perplexity_ai @neuralink @krakenfx @Revolut
Ask Manana AI https://t.co/z1iaOkEG4M

[CryptoHQ Fund @CryptoHQ_NYC]

Family Offices Investors Summit & Michelin-Invest Dinner during Hyperliquid Summit, July 15-16 New York RSVP
https://t.co/h1mbE8fhw7

[CryptoHQ Fund @CryptoHQ_NYC]

@miaferrariii ❤️

[Family Offices Investors Summit🔜fois.fyi xShares @fois_fyi]

BOOM! We're launching Wall Street 2.0 pre-IPO markets •SpaceX •OpenAI •Anthropic •Anduril •Figure AI •Perplexity •Neuralink •Kraken •Polymarket •Kalshi •Deepseek •Prometheus • before they go public. Built for Family Offices and Aggressive Modern Capital. Thanks GPs and Compressed. Digital. Global. Wall Street 2.0.
@SpaceX
@OpenAI
@AnthropicAI
@anduriltech
@Figure_robot
@perplexity_ai
@neuralink
@krakenfx
@Polymarket
@deepseek_ai
@Kalshi

[💓𝖒𝖆𝖓𝖆𝖓𝖆📍NYC fois.fyi 🔜 xShares @MananaSamuseva]

🚀@SpaceX officially priced at $135/share. I have been a shareholder since 2016 - hours till IPO. Books and desk are closing on remaining Cayman & Delaware SPVs and select $100M–$300M+ Pre-IPO blocks >

[💓𝖒𝖆𝖓𝖆𝖓𝖆📍NYC fois.fyi 🔜 xShares @MananaSamuseva]

Upcoming IPOs in 2026 on https://t.co/L225vtIvx7 Terminal by xShares The biggest private companies in the world are lining up to go public — and markets are already pricing several of them before Wall Street can.
FOIS Terminal Coverage:
• @SpaceX — $1.88T → https://t.co/NIsYhj4gBY
• @AnthropicAI — $983B → https://t.co/LOodqKkZYH
• @OpenAI — $975B → https://t.co/yLtJnvjEU7
• @BytedanceTalk — $500B → https://t.co/b6lpTOgsbt
• @anduriltech — $95B → https://t.co/IflYznUmjH
• @neuralink — $46.8B → https://t.co/mfVaLFsDFO
• @deepseek_ai — $45B → https://t.co/foiZWdfhSf
• @Kalshi — $22B → https://t.co/IEy6c0iq0l
• @perplexity_ai — $20B → https://t.co/B2vwSdJL2I
• @krakenfx — $15B → https://t.co/0Uc6M4Pmis
• @Polymarket — $14.5B → https://t.co/XBeYZbCu9h

The FOIS universe represents approximately $4.6 trillion in private-company value — larger than most national stock exchanges and comparable to the entire cryptocurrency market at various points in its history.

🚀 One wallet away from becoming the next major asset class.

If only 10% of ownership were represented on-chain, that would create roughly $462 billion of tokenized real-world assets (RWAs).

If only 1% floated on-chain, that would still represent approximately $46 billion of tokenized securities.

SpaceX appears to be first out of the gate, with a @Nasdaq listing expected on June 12. Meanwhile, SpaceX, OpenAI, and Anthropic already have active pre-IPO trading rails, turning some of the most exclusive private-market opportunities into assets accessible through digital infrastructure.

Private markets are becoming liquid.
Ownership is becoming programmable.
Distribution is becoming global.

Wall Street is no longer the only gatekeeper🚀
— FOIS Terminal | Wall Street 2.0

[💓𝖒𝖆𝖓𝖆𝖓𝖆📍NYC fois.fyi 🔜 xShares @MananaSamuseva]

"My proceeds from PayPal were $180M: I put $100M into @SpaceX, $70M into @Tesla, and $10M into SolarCity. I had to borrow money for rent."
— Elon Musk
Dear Ground Control,
When the product becomes the mission, compensation stops being the motivator. SpaceX is building data centers and mining for humanity. Tesla accelerates the world's transition to sustainable energy. Neuralink aims to solve the problems of the human brain. Mission-driven companies attract best talents who could optimize for money.
The best #FamilyOffices #GPs #LongTermInvestors think the same way. They don't simply allocate to trends. They back mission-driven founders and technologies capable of reshaping entire industries.
#Capital doesn't just follow markets.
Talent follows conviction.
The future is built by both.
Major Tom. 🚀

[CryptoHQ Fund @CryptoHQ_NYC]

.@fois_fyi launching Wall Street 2.0 pre-IPO markets @SpaceX @OpenAI @AnthropicAI @anduriltech @Figure_robot @perplexity_ai @neuralink @krakenfx @Polymarket @Kalshi @deepseek_ai before they go public. Built for Family Offices and Aggressive Modern Capital

[CryptoHQ Fund @CryptoHQ_NYC]

@SpaceX filed S-1/A > https://t.co/6bPl55WgPb @xsharesfi
• 5% IPO for employees/friends & family no lockup
• @AnthropicAI deal ~325K NVIDIA GPUs
• 4.1M X Premium + ~900K SuperGrok subscribers
• >60% of shares under extended lockups
• Elon’s 1B share grant tied to market cap

[CryptoHQ Fund @CryptoHQ_NYC]

Wait, Did the Vatican end up securing an allocation in the latest Anthropic round? Vatican Fund?

[Family Offices Investors Summit🔜fois.fyi xShares @fois_fyi]

.@Kraken > https://t.co/bxrKKKn8HM for Family Offices/HNWI> is increasingly being viewed as a Wall Street-grade, institutionalizable crypto-native infrastructure asset. Narratives currently circulating across IPO and secondary markets:
• ~$15B valuation following reported ~$500M fundraising discussions; valuation scenarios reaching ~$20B during confidential IPO preparation
• Q2/Q3 revenue references around ~$411M / ~$648M
• adjusted EBITDA references around ~$80M
Scale:
• ~13M–15M global users
• ~4.4M–6.1M funded accounts
• ~$40B–$48B platform assets
• 190+ countries
• 530+ digital assets
Kraken is quietly positioning across: exchange infrastructure, brokerage, derivatives, custody, tokenization, payments and institutional settlement rails!
Recent strategic expansion discussions include: NinjaTrader, Bitnomial, stablecoin and payments infrastructure
IPO preparation reportedly remains active, with timing likely dependent on: stronger crypto sentiment, improved public market comparables, and more stable trading conditions
The sophisticated capital is no longer underwriting Kraken as “just a crypto company": licenses, compliance rails, derivatives infrastructure, custody, tokenized asset markets and future RWA/equity settlement layers
The core question now is: Is Kraken simply a cyclical exchange business — or one of the foundational infrastructure layers for tokenized global capital markets?

[CryptoHQ Fund @CryptoHQ_NYC]

Perplexity AI https://t.co/W6mZ5kY39k $500M ARR • 100M+ MAUs • $20B val
AI-search + real-time answers backed by @nvidia
@SoftBank @Accel @IVP + Jeff Bezos
The AI race is no longer just models it’s owning the interface for decision-making
Who else is watching @perplexity_ai?

[xShares @xsharesfi]

🚀@SpaceX officially files s-1 for IPO
Proud to be part https://t.co/uXno2R7Iyj
1. Ticker: $SPCX
2. Valuation: $1.75T to $2T
3. Raise: $75B (largest IPO in history)
4. Timeline: June roadshow
5. Control: Musk stays CEO and CTO
6. Treasury which holds 18,712BTC (worth $1.4B)

[CryptoHQ Fund @CryptoHQ_NYC]

SpaceX = AI infrastructure + telecom + defense + space + compute giant.

[CryptoHQ Fund @CryptoHQ_NYC]

The biggest IPO in modern market history could be this summer
Not AI
Not crypto
Space
$1.8T by 2035
If @SpaceX lists near $2T range, the entire sector gets repriced overnight
Most investors see rockets
Very few are underwriting the next industrial cycle
https://t.co/7jBA96rs3n

[Family Offices Investors Summit🔜fois.fyi xShares @fois_fyi]

The biggest IPO in modern market history could be coming this summer https://t.co/EPQFYdIxk7

Not AI. Not crypto.
Space.
The space economy is no longer speculative science fiction. It is already a $600B+ global market with projections reaching $1.8T by 2035.

And if @SpaceX lists anywhere near the reported $1.75T–$2T valuation range, the entire sector gets repriced overnight.

Most investors only see rockets.

But the real opportunity is the full stack of the space economy:

MANUFACTURING & SUPPLY
The industrial layer building satellites, avionics, propulsion systems, payloads, and orbital infrastructure.
Names like: $LHX $NOC $LMT $HON $RDW

ORBITAL LAUNCH
The transportation layer that reduced launch costs ~95% in a decade and unlocked the modern space economy.
SpaceX dominates globally, but public market exposure includes: $RKLB $SPCE

SPACE INFRASTRUCTURE
Lunar systems, orbital platforms, earth observation, and defense-linked satellite networks.
High-growth names: $LUNR $BKSY $SATL

SATELLITE SERVICES
Recurring revenue businesses powering broadband, remote communications, agriculture, climate monitoring, and direct-to-device connectivity.
Key names: $ASTS $PL $KULR

COMMUNICATIONS & OPERATIONS
The connective tissue of the orbital economy — communications, logistics, tracking, weather, maritime, aviation, and real-time data relay.
Public exposure: $IRDM $GSAT $SPIR

This is not 2021 SPAC euphoria.
These companies now have:
• real contracts
• real government demand
• real backlog
• real recurring revenue
• real strategic importance

Most investors are still trading AI headlines.
Very few are underwriting the infrastructure layer of the next industrial cycle.

[💓𝖒𝖆𝖓𝖆𝖓𝖆📍NYC fois.fyi 🔜 xShares @MananaSamuseva]

The biggest IPO in modern market history could be coming this summer. https://t.co/DsN1nYFjCW
Not AI. Not crypto.
Space
The space economy is no longer speculative science fiction. It is already a $600B+ global market with projections reaching $1.8T by 2035.

And if @SpaceX lists anywhere near the reported $1.75T–$2T valuation range, the entire sector gets repriced overnight.

Most investors only see rockets.

But the real opportunity is the full stack of the space economy:

MANUFACTURING & SUPPLY
The industrial layer building satellites, avionics, propulsion systems, payloads, and orbital infrastructure.
Names like:
$LHX $NOC $LMT $HON $RDW

ORBITAL LAUNCH
The transportation layer that reduced launch costs ~95% in a decade and unlocked the modern space economy.

SpaceX dominates globally, but public market exposure includes:
$RKLB $SPCE

SPACE INFRASTRUCTURE
Lunar systems, orbital platforms, earth observation, and defense-linked satellite networks.
High-growth names:
$LUNR $BKSY $SATL

SATELLITE SERVICES
Recurring revenue businesses powering broadband, remote communications, agriculture, climate monitoring, and direct-to-device connectivity.
Key names:
$ASTS $PL $KULR

COMMUNICATIONS & OPERATIONS
The connective tissue of the orbital economy — communications, logistics, tracking, weather, maritime, aviation, and real-time data relay.
Public exposure:
$IRDM $GSAT $SPIR

This is not 2021 SPAC euphoria.

These companies now have:
• real contracts
• real government demand
• real backlog
• real recurring revenue
• real strategic importance

Most investors are still trading AI headlines.

Very few are underwriting the infrastructure layer of the next industrial cycle.

[💓𝖒𝖆𝖓𝖆𝖓𝖆📍NYC fois.fyi 🔜 xShares @MananaSamuseva]

Crypto narrative vs. Next-Generation Wall Street.
Most tokenization today is still wrappers:
synthetic exposure, mirrored assets, ETF-style packaging, offchain custody with onchain UI, and limited ownership rights.

Institutions do not care about “tokenized TSLA.”
They care about: cap table rights, custody, legal transferability, compliance, liquidity coordination, buyer quality, allocation intelligence

That’s why most “tokenized stocks” still feel retail "
“buy tokenized stock.”
TVL ≠ institutional dominance.
Its not "Bloomberg + Prime Brokerage + RWA rails"

Institutions care about:
* enforceability
* transfer mechanics
* regulated pathways
* legal ownership
Not just TVL.

What institutions ACTUALLY want
Not:
“tokenized TSLA”
It is rebuilding capital markets:
* programmable settlement
* 24/7 liquidity
* cross-border capital access
* collateral efficiency
* compliant secondary markets
* AI-assisted allocation
* wallet-native custody
* reduced intermediaries

The winners will not be “crypto apps”

THAT is the real opportunity:
#liquidity networks + #institutional operating systems
The winner will own:
* allocation flow
* investor graphs
* compliance graphs
* liquidity routing
* settlement rails
* AI intelligence layers
Not just tokens.

The biggest mistake in RWA:
people think the moat is #assets
But the real moat is:
#distribution + #trust + #liquidity + #data
Exactly like traditional finance.

BlackRock didn’t win because ETFs were innovative.
BlackRock won because it controlled institutional distribution and institutional trust, liquidity and data.

The next-generation Wall Street will be powered by AI-native capital: real-time allocation intelligence, programmable liquidity, and institutional-grade distribution networks.

Next-generation Wall Street is quietly replacing the crypto narrative.

[xShares @xsharesfi]

#NewProfilePic

[💓𝖒𝖆𝖓𝖆𝖓𝖆📍NYC fois.fyi 🔜 xShares @MananaSamuseva]

Boho Goddess. Mediterranean. Too soft to be harmless.
Building xShares