John Wolf

The easisest way to swap your crypto into hot PRE-IPO stocks👽

[Nic Cruz Patane @niccruzpatane]

Few understand what Elon Musk’s companies are building right now.

• SpaceX is investing ~$100 Billion to build Starbase, Louisiana. Thousands of Starship launches per year. ~10,000+ jobs.

• @Tesla and @SpaceX building the world’s largest chip manufacturing facility: Terafab. It will produce over 1TW of AI compute capacity per year. These custom chips will be for Optimus, Cybercab, and space-based compute. Construction has begun.

• By the end of next year, SpaceX is targeting 10 GW of AI compute online with total power and cooling capacity aimed at ~20GW in Memphis.

• Tesla Optimus V3 will be starting production this year in Fremont. Future production at Giga Texas is expected to scale to 10M/units per year. Giga Texas factory is currently under construction.

• Tesla Cybercab production is underway, and launch is imminent. At scale, Tesla will produce over a million per year. Estimates from Ron Baron show each Cybercab earning ~$40K in profits every year.

• Tesla and SpaceX are each aiming for 100 GW per year of U.S. solar manufacturing capacity.

• SpaceX Gigasat factory in Bastrop, Texas will build the AI1 orbital data-center satellites (plus the solar cells, wafers, PCBs, and other components that power them). Construction is already underway.

• Starlink V3 Satellites have successfully
deployed and will scale. V3 delivers 10x the bandwidth of V2 Sats. With Starship capacity, total network capacity is expected to increase by over 100x.

• Starlink Mobile launching in 2027. Starlink Mobile V2 Satellites will launch from Starship, which will enable high-speed broadband data directly to unmodified phones. SpaceX will compete with AT&T, T-Mobile, Verizon, etc.

Hundreds upon hundreds of billions of dollars in construction is happening as we speak. The future is unfolding right in front of us.

[GORM THE OLD @GORMTHEOLD25]

Trump in Skyrim (A.I. Video)

[0xDipper @Dipper_pol]

Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost

"I have the entire physical design of the chip laid out in memory - I can visualize the whole thing"

when TSMC told him a new fab takes 5 years he said: "five years to me is an eternity - my timelines go one year, two year, and at year three it goes to infinity"

so he's building his own

Tesla's self-driving has logged 10 billion miles - 4 times safer than a human driver - with the new chip it will be 10x

"I don't own any vacation homes - just one house in Austin and a tiny house at Starbase - friends come to visit and they think I'm kidding"

watch the full conversation ↓

[The Kobeissi Letter @KobeissiLetter]

SpaceX's valuation is skyrocketing:

In October 2025, the value of a share of SpaceX's pre-IPO stock on Jupiter was as low as $185.

These pre-IPO shares are structured instruments backed 1:1 by SPV exposure, giving investors direct price exposure to SpaceX as a private company on platforms like Jupiter before any public listing.

As IPO rumors began to surface in late-2025, the value of these shares surged +135% in December 2025.

Now, SpaceX is preparing the largest IPO in history, at a valuation of $1.75 trillion or higher.

The value of these same pre-IPO shares is now up to $733/share, marking a near-300% gain since October 2025.

The world is about to witness a historic IPO.

[Teslaconomics @Teslaconomics]

SpaceX is going to IPO in 2026, and anyone that thinks this company is overvalued based on today’s revenue simply DOES NOT understand basic finance.

SpaceX is targeting a $1.5 to $1.75 trillion valuation on roughly $15-16 billion in revenue right now (and already making about $8 billion in profit, mostly bc of Starlink). And many are telling me to check out other companies that are public at similar valuations and what they actually bring in to see why SpaceX is overvalued.

So I did.

• SpaceX: $1.75T valuation on ~$15-16B revenue
• Saudi Aramco: $1.78T valuation on ~$450B revenue
• TSMC: $1.75T valuation on ~$120B revenue
• Meta: $1.45T valuation on ~$201B revenue
• Tesla: $1.4T valuation on ~$95B revenue

Every single one of these companies generate way more $ revenue today than SpaceX… some of them 10x or even 30x more. Yet the market is putting SpaceX in the same club.

Why?

You see, finance isn’t just about this year’s sales numbers. It’s about what a company is going to become. Like let’s say someone is worth $0 today, generating $0, but you know that person is going to be a $ billionaire in the future… is that person worth $0?

No. That’s basically what’s happening here.

SpaceX owns affordable rocket launches, Starlink is on track to connect the whole planet, they’re already profitable, and Starship could open up space in ways many are not thinking about or ever seen.

If you’re still judging it purely on today’s revenue with old-school rules, you’re missing how the stock market actually works.

Like WHAT IF SpaceX is the only company that owns space and new planets and new colonies? And what about the new technologies and breakthroughs that come about from doing so?

There are so many things…

How can you put the same value on a company building humanity’s future off-Earth as companies whose businesses are completely confined to Earth like the ones above?

The scale and level is completely different. These are the important questions you have to ask yourself. The stock market is smarter than you think…

I’m buying hand over fist when SpaceX IPOs, even though I’m already an owner.

$1.75 trillion for this company is too cheap!

[𝙂𝘼𝙈𝙀𝙍𝙏𝘼𝙂 𝙑𝙍 @GAMERTAGVR]

🤣🤣 this is epic

[Elon Musk @elonmusk]

ARK has great insights

[Sawyer Merritt @SawyerMerritt]

NEWS: In a first for any Elon Musk company, SpaceX has created its first Super Bowl ad for @Starlink.

[Mr.kk @yukarinochi]

ワクワクしてきた

Hands-On: Valve Steam Frame Virtual Reality Headset! https://t.co/HPWIyKpdCf @YouTubeより

[Allen @aj_oommen]

Did some research on @SpaceX given the likely IPO.
Last valuation was $800 billion via tender offer at $421. Chatter says target IPO valuation of $1.5 trillion, raising >$30 billion (87.5% valuation increase at $789 per share).

Tradable financial investments to get exposure pre-IPO
- $RONB ETF with ~22% of holdings exposed to SpaceX. I believe they get the shares from secondaries, as such it is unclear what share price they got the initial holdings at, and what cost basis would look like when additionally ETF units are created. Secondary shares are trading around $455. Because of the unit create/redemption process, not the most keen exposure via this vehicle
- $STCK on the Canadian stock exchange owns shares via FNEX Ventures. They are a holdings company, with other stakes in companies like OpenAI
- $ARKVX closed end fund available on SOFI has 12% of holdings in SpaceX

Polymarket also has various bets related to IPO timing, sizing, and naming. You can combine bets in various ways for hedging / arbitrage. For example, Space IPO for 2027 is trading at 78, Elon Musk trillionaire by 2027 is trading at 54. There is a high likely hood elon musk is a trillionaire if spaceX IPO happens. Buy no spaceX IPO for 22, yes on trillionaire for 54 (total 76), for a hedged bet to get 100

[TheSeafox @Th3Seafox]

If space is the new frontier, @SpaceX IPO's for an estimated 1.5 Trillion, what should the valuation of $RKLB be?

At a 50 billion dollar market cap, should $RKLB be worth 10% of SpaceX's valuation? Should it be worth 25%? 50%?

What is even wilder to wrap your head around is what is the valuation of @spacex and $RKLB if this thematic continues to grow?

Why would $RKLB grow in parallel with SpaceX:
1)Neutron and TAM Expansion: The transition from the small-lift Electron to the medium-lift Neutron rocket significantly expands the company's Total Addressable Market (TAM). This allows Rocket Lab to deploy large mega-constellations and directly compete with the Falcon 9, breaking the current launch monopoly in the medium-lift sector.

2)Space Systems Growth: The company has successfully pivoted from a pure launch provider to an end-to-end "Space Prime." The high-margin Space Systems division—which designs and builds satellites (such as the recent $816M SDA missile-warning satellite contract)—now drives significant revenue, diversifying risk and reducing reliance on launch cadence alone.

3)Proven Execution: Unlike many "paper rocket" competitors that have failed or stalled, Rocket Lab has a proven track record of reliability with the Electron rocket (the second most frequently launched U.S. rocket). This operational maturity gives them a "flight heritage" premium when bidding for government and commercial contracts.

Look at this trend of worldwide rocket launches over the last decade, at the hypothetical price estimates based on SpaceX valuation, and the current chart for $RKLB.

[Gali @Gfilche]

How to value @SpaceX ahead of the IPO 🚀 with @TeslaLarry 🎙️⚡️

$1.5T Valuation proposed
~$20B in 2025 revenue (launch+starlink)
Starlink V3 enables $100Bs rev potential
Datacenters in Space not material til 2030ish
Huge CAPEX requirements
Everything enabled by Starship success

Do you think $1.5T is over or under priced for the SpaceX IP?

0:00 SpaceX IPO at $1.5T Valuation
2:49 Starship Enables New Businesses
4:08 Starlink’s Military Potential & Strategic Value
5:54 New Satellites From Starlink Are Gamechangers
7:25 AI Datacenters In Space
11:48 Elon Musk’s Focus on Tesla’s AI Chips
13:09 When Does SpaceX Profit From Datacenters in Space
14:17 Will Datacenters In Space Work?
16:33 Everything Relies On Starship’s Success
18:48 SpaceX IPO: Under or Overpriced?

[John Wolf @ivan_wolfy1]

@VanillaFinance @bertcoincto Great

[Morph @MorphNetwork]

🌴 GO MORPH! 🐨

Mainnet's HERE and it's time to EXPLORE!

Discover the world of Morph and earn on exciting expeditions tailored for builders and users alike.

Let's go wild!
🏃‍♂️ https://t.co/lex8F2lgvV

[John Wolf @ivan_wolfy1]

@burnt_xion #xion,#Fractit

[Bombie @Bombie_xyz]

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#Bombie #minigame #Play2airdrop

[Bombie @Bombie_xyz]

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#Bombie #Play2Airdrop #minigame

[Catizen @CatizenAI]

Thanks @BinanceLabs ! We are thrilled to express our heartfelt gratitude to the strategic investment in @PlutoVisionLabs , the publisher behind Catizen! 🐱🔥

Catizen is honored to be the first project on @ton_blockchain to get investment from @BinanceLabs !🎉 We'll keep moving forward!

[Sonic SVM @SonicSVM]

🟦 Sonic Testnet is Now Live! 🟦

Introducing Sonic Odyssey: Testnet campaign, showcasing the power of the first atomic SVM Layer 2.

You can complete quests and engage with Sonic eco games to earn your Sonic Rings 💍

⚡️⛓️Begin your Odyssey journey here: https://t.co/Vh2qf7JVyp

[Catizen @CatizenAI]

🐈 Phase III - Catizen Gaming Platform Coming Soon!

According to Catizen's Roadmap (5 phase), the first two phases have been completed successfully:
Phase I: Catizen Mini Game ✅
Phase II: Catizen Launchpool ✅

and just check what we reach in these 3 months!
🐱 Total In-Game Players: 23,052,050 (23 million)
🏃‍♂️ DAU: 3,462,060
🌐 On-Chain Users: 1,311,854
🌐 On-Chain Transactions: 14,220,406 (14.2 million)
⛏️ Catizen Launchpool total participators: 171,357

Also!
🥇 Catizen ranked TOP1 in Ton Open League for 3 consecutive seasons
📨 Catizen received 7,546 feedback and suggestions from players
💌 Catizen has collected 11,032 heartwarming stories between players and their cats
💰 Catizen commits to donate 1% of total revenue to non-profit organizations to help stray cats

Through cats, we build deep emotional connections and community consensus in Catizen.💕

Looking ahead to July, Catizen is about to start Phase III - Launching Catizen Gaming Platform.
🎮 Catizen plans to unveil 200+ mini games, evolving Catizen from a single mini-game to a game center, which may unite over 100 million players together.

🎉 Catizen is also set to launch a game engine designed specifically for Telegram Mini Apps.
Through this technology, Catizen will provide a one-stop service to enable more H5 game developers to access SDK and launch their game on Telegram with just 1 click.👉
Catizen Launchpool will be open to other projects soon!😻

BREAKING NEWS
Catizen is poised to achieve the biggest milestone - airdrop in July~ 🐈
Catizen's vibe: Play for the airdrop🪂, Heal the world! 🌍