Kip Kool

Never shoot a large caliber man with a small caliber bullet. Moderation is for cowards.

[Kip Kool @KipKoolCrypto]

@clanker_ I would only consider as a small convex add-on thats where i can see it being defensiblle basically a lottery ticket type purchase. But as a core robotics holding... hell no

[Kip Kool @KipKoolCrypto]

@iam4x @wenakita @Mirrorlyxyz I hear ya @Mirrorlyxyz would be great too, just looking at Ansem whos been killing it recently- doing that trading challenge obviously brought in a lot of people to the platform. Hyperliquid vaults arent deprecated also but comes with its own issues.

[Kip Kool @KipKoolCrypto]

@wenakita @iam4x when tuleep hyperliquid vault or challenge account for us non 24/7 at desk plebs? 😅

[Kip Kool @KipKoolCrypto]

@RHouseResearch @Rewkang @haralabob Thats the tradeoff really and I know Kang doesnt want to admit it partly because hes so bullish on Robotics.

Its a high conviction bet on robotics via a flawed-but-functional structure. Its not perfect but thats what you risk for getting access to such products.

[Kip Kool @KipKoolCrypto]

@avi_eisen Prediction markets like Polymarket have gained CFTC oversight for non-sports event contracts

[Kip Kool @KipKoolCrypto]

@stefanvanderlux @galaxyhq dm my man

[Kip Kool @KipKoolCrypto]

@LDNCryptoClub A 10% market correction I wonder how much BTC corrects. Could be squeeky bum time.

[Kip Kool @KipKoolCrypto]

@Pentosh1 @LaozeC Targets for $GLXY .... trading it or long term hold. Dont sell too early 😉

[Kip Kool @KipKoolCrypto]

@AorakiTrading Thoughts on? Could see even bigger downside then 10%?https://t.co/PNcFcP1V5k

[AlmaCap @AlmaCap114204]

$ASTS, New Glenn launch failure yesterday was unfortunately very bad news for ASTS, potentially setting back the launch schedule by 6+ months and significantly increasing the cost of launching if you go by Kevin's expected scheduling and assume they are able to source some replacement launches:

> New Glenn pad damaged or destroyed, could take 6-18 months to rebuild depending on level of damage, see SpaceX prior pad destroyed and rebuilt in ~15 months (Falcon 9 SLC-40, Sept 2016 → Dec 2017).

> Blue Origin has no alternative pads available. LC-11 is at paperwork stage, Vandenberg SLC-14 is a greenfield with no construction commenced as of April 2026. Solving the failure root cause could also take some time but the long lead item is almost certainly pad replacement.

> Forces $ASTS to rely on SpaceX Falcon 9, currently fully booked on rideshare through end of 2027 and on dedicated manifests through 2028. ASTS would have to displace existing customers or wait. Falcon 9 list price c.$74m per launch and carries 3 BlueBirds per Kevin's schedule, vs New Glenn at c.$68m per launch carrying 4 and then 6 (long term targeting 8). Substituting F9 for the seven planned NG launches (Jul 26 — Feb 27) would roughly double the launch bill for that portion of the constellation deployment.

> Alternative options exist in Vulcan, but they've only flown twice in the last 12 months (USSF-106, USSF-87), have an 80+ mission backlog (NSSL Phase 2 + Kuiper) and are effectively fully booked through 2027. ISRO can only carry 1 satellite and is very expensive.

> Neutron expected to come to market late 2026 (could be delayed) and Eclipse to market early 2027 (will probably be delayed). Neither is a near-term solution.

Could see some negative price action on $ASTS beyond the current 10% drop as a result. The bigger overhang is the timing risk to continuous coverage milestones and the MNO commercial ramp, every month of slip is a month of Starlink D2C running uncontested.

This is positive news for $RKLB and $FLY as Blue Origin is a major competitor in launch, and any forced re-manifesting onto Neutron/Eclipse later in the decade lands in their lap.

[Kip Kool @KipKoolCrypto]

@skyiszen "Until BTC rewards holding vs Nasdaq" - what will that look like on the chart....how you supposed to know in advance?
Looks very difficult to time imo, Should we allocate more to BTC based on the chart as it seems on "discount". I also hold little relative to years past.

[Kip Kool @KipKoolCrypto]

@RunnerXBT Nahhh Warsh will overlook as temporary oil-driven inflation shock and will hold rates steady.

More interested in bond sell off and volatility puting pressure on risk assets

[Kip Kool @KipKoolCrypto]

@RunnerXBT - Global demand destruction has been far greater then Oil experts predicted (very hard to predict).
- US is cranking up its exports of crude to the rest of world by 3.8 mbpd
-China is importing 3.5-3.8 mbpd less than before the closure of the Strait of Hormuz

[Kip Kool @KipKoolCrypto]

@AorakiTrading Chopsuey

[Kip Kool @KipKoolCrypto]

@skyiszen Do you own any $glxy?

[Kip Kool @KipKoolCrypto]

@AorakiTrading @giangosfit how do you have such high conviction on a speculative asset? What caught your eye to put this much risk into this

[Kip Kool @KipKoolCrypto]

@oguzerkan Bull pitch is a bit flimsy: "If SLNH executes flawlessly, lands hyperscaler customers it has not yet won, and finds non-dilutive capital it has not yet demonstrated access to, the stock could be a multi-bagger." That is not asymmetry. Asymmetry requires a floor.

[Kip Kool @KipKoolCrypto]

@datacentredanny Can you let us know when you sell?😅

[Kip Kool @KipKoolCrypto]

@0xJon23 @Globalflows So what caused your God?
If your answer is ‘nothing’ or God didn’t have a beginning then you’ve just admitted that not everything needs a cause.

What caused the 1000s of other gods and religions? Why is yours the true god 😵‍💫

[Kip Kool @KipKoolCrypto]

@ZaxTrades Link?

[Kip Kool @KipKoolCrypto]

@skyiszen The demand for tokens is an inevitable force propelled by Jevon’s Paradox, the lure of productivity gains, and the fear of being disrupted or left behind.
Earnings tonight for big four, If 3-of-4 beat with capex defended, the AI capex super-cycle rolls on regardless of iran