CryptoJunkie

I trade magic internet money

[CryptoJunkie @cryptojunkie303]

Crypto 101:
How to Survive the Bull & Bear Markets 🐂🐻

Bull Market:
- You feel like a genius. 📈
- Memecoins are printing 100x overnight. 💰
- Even your Uber driver is giving you altcoin tips. 🚗

Bear Market:
- You "just hold"… until you can’t anymore. 📉
- That “solid project” you invested in? It dies. 💀
- You start Googling: “How to start an Onlyfans?” 🖼️

Pro Tips to Make It Through:
✅ Take profits—yes, even on that “diamond hands” bag. 💎✋
✅ Don’t chase green candles; they don’t love you back. Buy 🟥 Sell 🟩
✅ If a project is named "$RETIRE" buy it then buy some more
#Crypto #Memecoins

[George Noble @gnoble79]

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street.

SpaceX just disclosed Musk's new compensation package:

He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power.

Let me put the 100 terawatts in perspective:

The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit.

This is a science fiction screenplay that somehow landed in front of the SEC.

But here's why it actually matters for your portfolio...

The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it.

SpaceX is claiming a market roughly 240x BIGGER.

Now let's talk about what is actually being sold here:

Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch.

xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash.

Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up.

The IPO is being marketed at $1.75 TRILLION.

The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative.

Then layer on what we just learned last week...

The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable.

This is the same playbook he's run for two decades.

Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses.

The IPO is structured to keep that game going FOREVER.

The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away.

Here is the part that finishes the case for me:

Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X.

This raise is not funding the future. It's just plugging existing holes that retail investors will now own.

In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet.

I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude.

I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual.

Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight.

The Tesla mispricing is being repeated on a far larger scale.

And this time the bag is being handed directly to retail.

Don't be the one holding it.

[CryptoJunkie @cryptojunkie303]

@LieutenantPonzi And Suge Knights best friend

[CryptoJunkie @cryptojunkie303]

@CredibleCrypto Did you have us running in May due to a new FED chair who will likely drop rates aggressively?

[CryptoJunkie @cryptojunkie303]

@milesdeutscher And it will continue through Q8

[Dax @dev_skill_issue]

https://t.co/l7vZbws1V3

[Fitzy @Fitzybrypto]

Cloudflare going down and raping half the internet might be the best $ZERA shill yet.

Cant transfer with online banking?

Can transact with encrypted private offline cash tho

Get it yet?

[ZERA @ZeraLabs]

“Electronic cash is the digital equivalent of physical cash. Just as the government cannot ban cash, it cannot ban privacy-preserving cryptocurrency”

Financial privacy is a right, not a crime. We're making that true in practice: ZK rails build for compliance without compromises.

[CryptoJunkie @cryptojunkie303]

While everyone is focused on ZECASH there is a cult like community forming behind a very active dev destined to take $ZERA @ZeraLabs to billions. It's currently at 36m market cap with a lot more upside and a better product. You don't want to fade this one @dev_skill_issue

[Dax @dev_skill_issue]

https://t.co/MM9xK3J1jz

[CryptoJunkie @cryptojunkie303]

@mikebelshe $ZERA @ZeraLabs is the next big thing.

[CryptoJunkie @cryptojunkie303]

@milesdeutscher Then you might want to look into @ZERA @ZeraLabs

[CryptoJunkie @cryptojunkie303]

@GordonGekko Privacy on SOL? You must be talking about $ZERA @ZeraLabs

[CryptoJunkie @cryptojunkie303]

@dev_skill_issue @QuickBooks Hire a VA in the Philippines for that. I can make an intro if you need one. They’re cheap and very good

[CryptoJunkie @cryptojunkie303]

🔥🔥🔥

[ZERA @ZeraLabs]

Some of you may have already spotted it on-chain.

There will be no demo on devnet.

We’re going straight to mainnet with ZERA burn economics already live. 🔥

The upcoming dashboard beta is more than a showcase. It’s the first working cut of ZERA’s offline cash architecture — turning your USDC into cryptographic notes you can pass offline and off-chain like physical money.

What to expect:

✅ Convert USDC into ZK-backed notes with nullifiers and on-chain settlement.

✅ Fully functional offline handoffs.

✅ Partial privacy: while no one can see who, when, or where notes change hands, flows can still be probabilistically linked until note-splitting and full commitment privacy rolls out.

✅ Real economics: every mint burns $ZERA.

This phase validates the core of our tech and mission:

Turning crypto into true digital cash with cryptographic double-spend protection.

Stay tuned.

The new Zero-Knowledge Era is loading…

[Fle𝕏🐾 @BoughtTopAgain]

Regardless of the outcome, $ZERA releases the product to thousands of users soon, and fees & burns push the price.

Bears are wrong, altcoins pump, and $ZERA sends to 500M - 1B in a matter of weeks with privacy as a multicycle narrative.

[///Steki🧲 @stekisteks]

$ZERA MODE.

[CryptoJunkie @cryptojunkie303]

@GordonGekko Was it $ZERA @ZeraLabs?

[CryptoJunkie @cryptojunkie303]

@whalenjennings $ZERA @ZeraLabs

[CryptoJunkie @cryptojunkie303]

@CR1337 Don't just buy Monero, buy $ZERA @ZeraLabs

[CryptoJunkie @cryptojunkie303]

@jakexmr Check out $ZERA @ZeraLabs if you're into privacy