gareth morgan

[$0uL @spetsnaz_3]

#total3 next plan.

[5.0 TRADING 🙃 @5_0Trading]

Bitcoin Exchange Liquidation Map

[PrimeXBT @PrimeXBT]

🕐 Market Hours Update

Due US Independence Day various assets will operate on adjusted trading hours.

Plan accordingly and review the updated schedule.

👉🏼 More details: https://t.co/MH0uhZu1SG

[5.0 TRADING 🙃 @5_0Trading]

Trading 101 📊
“Markets are constantly in a state of uncertainty and flux.” — George Soros

[Rand Group @randgroup]

im done waiting 👌

[Rand Group @randgroup]

🛰️ A satellite costs nothing to operate once it's up there and bills you every month for a decade.

A rocket gets paid once and falls into the ocean. Wall Street keeps valuing the rockets higher than the networks.

That's backwards, and this map shows exactly where the recurring money hides:

For two decades the most important company in space was one you couldn't own. That ended on June 12. The moment it priced, two things happened at once: the sector got a benchmark it never had, and capital rotated hard into the king and out of everyone smaller. Half the names below sold off in the same week the sector got its biggest validation in history. That selloff is the opportunity. This is the map, broken into the four layers that actually matter, and the logic of which layer keeps the money.

🚀 ORBITAL LAUNCH

Launch is the toll booth. Nothing in this entire map reaches orbit without paying someone in this section first, which is why it gets the attention and the valuations. The thing that just changed is that the toll booth went public and instantly became one of the most valuable companies on Earth. That minted a price for the whole category, and it pulled money up the cap structure into the single dominant name while everyone else got sold to fund the trade.

Think of it as the transcontinental railroad. The first line gets built, priced like infrastructure royalty, and treated as untouchable. Everyone else is racing to lay competing track before the incumbent reaches the next city. So play it in tiers. The giant is the index now, the expensive core you own for the theme itself. The real asymmetry sits with the credible second mover building a reusable medium lift vehicle, because the day that rocket flies reliably, the enormous market the leader currently monopolizes cracks open to a number two. Below that are the subscale names still fighting to reach orbit on schedule. Those are options, not investments. One failed test erases a year. Size them like the lottery tickets they are.

Tickers: $SPCX , $RKLB , $FLY and $SPCE (United Launch Alliance is the Boeing and Lockheed joint venture, exposure sits in the manufacturing section via $BA and $LMT)

🛰️ SATELLITE OPERATORS

This is where the cash actually shows up. A rocket flies once and gets paid once. A satellite network bills you every month for years. But the map lumps two completely different businesses into one box, and the market is finally pricing them apart. One group sells connectivity: broadband and direct to phone service, a subscription business with telco economics that happens to live in orbit. The other sells pixels: imagery of the planet and the analytics stacked on top, which is a data business wearing a satellite costume.

The cleaner way to see it: connectivity operators are the cable companies of the sky, and the imagery players sell the satellite photo version of a Bloomberg terminal. Different buyers, different multiples, different risk. The connectivity side has a once in a generation catalyst right now in direct to smartphone, where an ordinary unmodified handset talks straight to a satellite. The bet is the names with actual regulatory approval and a launch cadence fast enough to fill the constellation. The trap is the ones with a slick deck and three satellites in orbit.

Tickers: $AMZN , $ASTS , $IRDM , $VSAT , $SPIR , $PL , $BKSY , $SATL , $TSAT , $GSAT and $ECHO ($ECHO is the former $SATS. $GSAT is a pending Amazon acquisition, it trades as an arb now, not a clean operator bet.)

🌗 SPACE INFRASTRUCTURE

Everything between leaving the pad and operating in orbit is becoming its own industry: landers, in space transport, commercial stations, the plumbing of the cislunar economy. For fifty years this layer was a government program with a flag painted on it. Now it's a contract business, and the buyer writing the biggest checks is the one that always overpays for frontier capability before it's proven, the national security state, with NASA's handoff of low orbit stations to commercial operators stacked on top.

This is the Cisco and fiber layer of the off planet internet. Unglamorous, capital heavy, and the thing everyone else eventually has to plug into. The tell here is backlog, not revenue. These names live and die on multi year government award ceilings, and the ones converting lander demos into prime contractor status are rerating from science project to defense supplier in real time. The risk is just as specific. Revenue concentrated in a handful of programs means one appropriations fight or one schedule slip guts a quarter. This is the highest beta corner of the whole map.

Tickers: $LUNR , $VOYG and $MNTS ($MNTS just ran its second reverse split in a year. Treat it as a survival situation, not an infrastructure bet.)

🏭 MANUFACTURING & SUPPLY

This is the boring, brutal, beautiful part of the map. The legacy primes and component makers were building this hardware before "space economy" was a pitch deck, and they don't get the meme stock pop. That's the entire point. The pure plays trade on a launch schedule. The suppliers trade on backlog measured in years and a customer who literally prints money.

In a gold rush the steady fortune was Levi's and the hardware store, not the prospector. Every satellite, rocket and station needs structures, propulsion, sensors, radiation hardened electronics and the software to run them, and most of that flows through a small set of names that also happen to pay dividends. So this is the ballast. If you believe the sector but don't want to wake up to a 40% drawdown on a failed test, the supply chain is how you own the theme with a seatbelt.

Tickers: $LHX , $HXL , $GE , $BA , $NOC , $RTX , $LMT , $HON , $RDW , $TRMB , $PLTR , $BWXT , $TDY , $HEI.A , $KTOS , $SIDU , $ATRO , $LDOS and $KULR

🌍 FOREIGN LISTED EXPOSURE

Three of the biggest suppliers on this map don't trade as ordinary US shares. You reach them through ADRs, which means thinner liquidity and currency drift baked into your return.

Tickers: $BAESY (BAE Systems, UK) , $ESLT (Elbit Systems, Israel) and $EADSY (Airbus, EU)

Final thoughts

The lesson of this month is that a single IPO can reorganize an entire sector's price structure in days, and it did it by pulling capital toward the king and away from everyone else. The space stocks that sold off hardest during the SpaceX debut didn't get worse as businesses. They got cheaper because money left to chase the listing. That gap is the whole game.

If I had to name the one position the map actively hides, it's EchoStar. A company that looked finished a year ago turned a dead spectrum portfolio into roughly eleven billion dollars of SpaceX equity, which means you can own the most valuable launch company on the planet at a discount through a satellite TV ticker that most investors have already written off. That's the kind of mispricing that only exists because the label on the box is wrong.

Where's the growth versus where's the stability? Growth is in the connectivity operators with real regulatory approval and a real launch cadence, and in the infrastructure names turning government ceilings into prime contracts. Stability is in the supply chain, the Levi's of this gold rush, the names that will still be compounding when the next failed test wipes out a quarter of the pure plays. The mistake almost everyone makes is owning the exciting half with none of the boring half. The map only works if you own both.

[GroveX @GroveXchange]

Drop a screenshot of your watchlist.

Let's see what everyone's watching this week.

[5.0 TRADING 🙃 @5_0Trading]

Crypto 101 📌
Crypto adoption grows when technology solves real-world problems.

[PrimeXBT @PrimeXBT]

🕐 Market Hours Update

Due to Juneteenth in USA, Tuen Ng Festival in China various assets will operate on adjusted trading hours.

Plan accordingly and review the updated schedule.

👉🏼 More details: https://t.co/KfT6sfo0P1

[Rand Group @randgroup]

Freeze Russia's reserves in 2022. Watch every central bank run to gold by 2026. Simple

[GroveX @GroveXchange]

What was your first trade today?

👇

[Andrew Crypto @AndrewCryptoHQ]

This is the easy part.

Every day, I keep stacking my favorite gems.

I’ve got more free time than ever and I spend it where it actually matters, with family and real friends.

Patience will be rewarded.

[Phobia 🅿️ @its_phobia]

when the blunt starts rendering new dimensions

[PrimeXBT @PrimeXBT]

🇪🇺 ECB rate decision 12:15 UTC

The ECB is widely expected to increase interest rates by 25 basis points to 2.25% to address accelerating inflation, which has risen to 3.2% year on year in May.

Given the rate increase is priced in, attention will be on the updated macroeconomic projections, which are expected to show an upward revision to inflation across 2026 and 2027 and a downward revision to growth.

Markets to watch: #EURUSD #EURGBP #EUSTOXX #DAX

[PrimeXBT @PrimeXBT]

🎢 #BTCUSDT is holding firm after rebounding from a 20-month low of 59k to 63.3k.

However, sentiment remains fragile after last week's 18% drop.

🏦 Bitcoin ETFs saw $91.3M in net outflows on Monday, extending four straight weeks of outflows totaling $5.4B.

[Rand Group @randgroup]

🎌 Japan's Crude Oil reserve was built in 1980. Took 45 years to fill. Took 8 weeks to drain.

[Richard Seiler @richardseiler]

The Baltics are spending like a country already at war

Estonia, Latvia, and Lithuania all sit near the top of NATO by GDP share

They are not preparing for a hypothetical, they are pricing in something specific

[PrimeXBT @PrimeXBT]

📊 #Bitcoin is struggling to keep pace while AI-fueled stocks continue to set new records.

The growing divergence raises a key question: is capital rotating away from crypto, or is $BTC setting up for a catch-up move?

👉🏼 Read here: https://t.co/hv0noo6vEv

[Luckyanon.com @Luckyanoncom]

🚀A player on Lucky Anon just won big on Sweet Bonanza 1000 with a 12,500x multiplier🚀

$2.00 -> $25,000.00!🎉

To celebrate we're giving away 0,02 ZEC to 12 Lucky Players

To redeem share the code with support on live chat.

*must have wagered $4,500 in past 7 days

[PrimeXBT @PrimeXBT]

🤖 AI stocks continue to lead the market, while #crypto struggles to keep up.

For traders, the key question is whether this divergence signals a shift in capital flows or a potential catch-up move for digital assets.

👉🏼 Read more: https://t.co/Fdhm5jDprX