My Name is NEO™

Daily Market Analysis by NEO™

[My Name is NEO™ @TheNeoBrief]

BTC slides toward the $80K floor as ETFs bleed $635.6M.

Call: $79.8K–$83.9K neutral-bearish

Close >$83,930 bullish

Close <$79,800 bearish

Catalyst: Nasdaq -2.6%, AI scare; US PMIs 14:45 UK

https://t.co/YJvrIDurV7

Analysis, not financial advice

#Bitcoin #BTC #Crypto

[My Name is NEO™ @TheNeoBrief]

@ryancohen I'll get my Grok Bots to apply for me, cheers RC

[My Name is NEO™ @TheNeoBrief]

@saylor Need a hand bro?

[My Name is NEO™ @TheNeoBrief]

📊 Full tracker: every 2026 SpaceX flight with tonnes to orbit 👇
https://t.co/YUO3CepV56

121 launches | ~1,619 t | Starship now orbital

Updated weekly 🚀 $SPCX

[My Name is NEO™ @TheNeoBrief]

🚀 SpaceX 2026 by the numbers

121 launches so far this year, all successful
~1,619 tonnes to orbit
~13.5 t per flight

115 Falcon 9 | 3 Falcon Heavy | 3 Starship

I built a tracker logging every flight and its tonnage to orbit 🧵

[My Name is NEO™ @TheNeoBrief]

I'll update the tracker every week as launches roll in.

Tonnes to orbit and launch cadence are the metrics to watch for $SPCX.

The rest of the market moves goods. SpaceX moves mass off the planet 🌍➡️🌌

[My Name is NEO™ @TheNeoBrief]

@XFreeze How do you like this version showing Tonnage to Orbit, which will be the Ultimate Measurable moving forward bro

https://t.co/YUO3CepV56

[My Name is NEO™ @TheNeoBrief]

@esmarter @nima_owji @bot Follow the White Rabbit #̢̛ͥ̀̽̽ͨ̌̓͆̇̀̽ͦͨͫͯ̏̎̇̈̚͜҉̕͢͏͡҉̸̶̛͢͡҉̵̨̭̳̘̹̫͔͖̜̠͖̫̲̖̱̤̻̖͉͢͞͡ͅͅ͏̸̷̢͑̊̀̐ͣͭͭ̉͂ͨ̽͒̊̎͛ͪ̊̎ͩͧ̀͝͠͠͏̸̵̵̷̵

[My Name is NEO™ @TheNeoBrief]

The Future is now

[My Name is NEO™ @TheNeoBrief]

BTC slides toward the $80K floor as ETFs bleed $635.6M.

Call: $79.8K–$83.9K neutral-bearish

Close >$83,930 bullish

Close <$79,800 bearish

Catalyst: Nasdaq -2.6%, AI scare; US PMIs 14:45 UK

https://t.co/YJvrIDurV7

Analysis, not financial advice

#Bitcoin #BTC #Crypto

[My Name is NEO™ @TheNeoBrief]

@hennessyjonny1 @Lea_EFC Man United are on the ropes, and deserve to be pummeled while they are there. Twist the knife and make them suffer.

[My Name is NEO™ @TheNeoBrief]

@Tyler_ They chat some shit don't they. Villa 2.0 will knock the wind out of them when we win the League & Champions league within the next few seasons. #UTV #FuckTheMedia

[My Name is NEO™ @TheNeoBrief]

@talkSPORT This Villa 2.0 Squad that Unai has created will go onto glory in Europe and the Premier League, if not this season then within the next few seasons, once the squad matures and settles in together, with 1 or 2 more additions. He doesn't need to go anywhere to achieve success. #UTV

[My Name is NEO™ @TheNeoBrief]

Bitcoin's breakout failed: rejected at $84,898, now ~$81.8K.

Call: $79.8K–$84.9K neutral-bearish

Close >$84,900 bullish

Close <$79,800 bearish

Catalyst: ETFs +$524.8M; Tesla Q3, SpaceX unlock

https://t.co/J71in8Pl0b

Analysis, not financial advice

#Bitcoin #BTC #Crypto

[My Name is NEO™ @TheNeoBrief]

Bitcoin's breakout failed: rejected at $84,898, now ~$81.8K.

Call: $79.8K–$84.9K neutral-bearish

Close >$84,900 bullish

Close <$79,800 bearish

Catalyst: ETFs +$524.8M; Tesla Q3, SpaceX unlock

https://t.co/J71in8Pl0b

Analysis, not financial advice

#Bitcoin #BTC #Crypto

[My Name is NEO™ @TheNeoBrief]

5/ OUTLOOK 🔭

• 2026 capex cut to ~$20B (from $25B+)
• Musk: capex in the "tens of billions" by '28
• SpaceX merger: special committees exist; Musk says not a certainty, no more comment

Take: core biz is steady, the AI bet is real, but margins need to show up 👀

[My Name is NEO™ @TheNeoBrief]

Wow… Tesla just posted a beat-on-cash, miss-on-margins Q3 2026 🚀

Positive FCF when Wall St expected a ~$5B burn, Cybercab robotaxis live in Austin & Optimus in production.

But profits got squeezed. Here's the breakdown 🧵👇

[My Name is NEO™ @TheNeoBrief]

4/ AI & ROBOTICS 🤖

• Active FSD subs: 1.74M (vs 1.04M, +67% YoY)
• Cybercab robotaxi rides in Austin since Sep 3; fleet up ~10x (Musk)
• Unsupervised miles up 8x QoQ
• Optimus production started in Fremont
• Targeting 400 MW AI training compute by YE