@Dialectic_Group is open-sourcing our SpaceX valuation thesis and model.
Memo: https://t.co/JwoAfOplCE
@SpaceX is pushing humanity into a Sci-Fi, multi-planetary future. Vertically integrated with launch, global connectivity infra, orbital data centres, compute manufacturing and eventually celestial exploration - all of which is accelerated by a maximally truth-seeking AI and a mission-driven corporate culture of ‘shocking competence’. SpaceXAI presents a unique valuation challenge to model.
@Dialectic_Group presents a time-weighted probabilistic sum-of-the-parts DCF that values each of the 12 businesses across Space, Connectivity and AI + Digital. We also considered comparables and market signals. Given our compounding machine, we intend to accumulate within range and produce the best risk-controlled yields on this asset. We note the inspiring potential upside given the infinite possibilities of space. NFA
Open-sourced (CC BY 2.0): https://t.co/a8zUsoUuY1
At devconnect I paid for a burger with an Account Abstraction wallet (@getclave) and spent 25 minutes explaining why I actually did pay them in ETH even though the value was 0 and the “to” address was “wrong”.
The crypto community is almost ready for crypto.
At devconnect I paid for a burger with an Account Abstraction wallet (@getclave) and spent 25 minutes explaining why I actually did pay them in ETH even though the value was 0 and the “to” address was “wrong”.
The crypto community is almost ready for crypto.
Introducing the newly redesigned @Walletbeat!
• 24+ independent reviews of software + hardware wallet brands in a compact table format for quick comparison
• color-coded pie charts, tooltips, hierarchical columns and rows that collapse and expand to reveal details
• filters and sorts for variants, hardware models, attribute ratings, categories, stages and more
• dynamically generated wallet report cards with detailed explanations of rating criteria, sources and research methodologies
With the $MAK token sale around the corner, there’s no better time to meet the Makina team.
Join us during Devconnect at @Vault__Summit .
Our Head of Product, @colingplatt , will be presenting at 11:00am, Nov 18 - Ciudad Cultural Konex in Buenos Aires.
✈️ Catch flights, mint memories! POAP wants you 🫵 to mint precious collectibles for your travels.
Until the end of the year, POAP collectors can mint POAPs with GPS at 18 airports around the world. 🌎
📅 15 Oct – 31 Dec 2025.
More info 👇
That filled up quicker than expected.
Caps reached:
DUSD: $40M
DETH: 9,000 ETH
DBTC: 100 BTC
Appreciate everyone who backed what DeFi's been
missing, a real execution engine, built from first
principles.
Now back to work, more to do until Season 1 starts.
Bundles are now live on Unichain
Searchers can use bundles to target specific blocks and opt-in to revert protection
That means tighter arbitrage that creates more accurate pricing, less slippage for users, and healthier pools with fewer stale reserves
Are you feeling the @EthCC fomo, anon? We got you! 😏
We’re running a special EthCC challenge - open to everyone, everywhere.
1️⃣ Make a swap of at least $15 on any EVM on the Junction app
2️⃣ Earn our exclusive EthCC badge
Whether you’re in Cannes or watching the updates from your couch - this one’s for you 🤝
This Unichain EOA sends 1 transaction per block, with the call data as a UTF-8 encoded message: "Block Number: [the block number]" 🤔🤔🤔
https://t.co/lBpo4wci0q
"Solvers will need to specialize and excel on specific routes." - @PhilippZentner
As the space continues to grow and become more complex, we can expect to see an increasing number of specialized players.