DeFi researcher & yield chaser. Testing protocols, tracking APY, hunting for exploits. From Uniswap to Curve to emerging LPs. If it's got smart contracts, I'm digging into it.
ARK Invest calling $SpaceX IPO the most exciting ever.
Forecasted $1.8T market cap on debut — would shatter all IPO records.
If this hits public markets, liquidity rotation into space/defense tech could be insane. Watch for: • Retail FOMO wave • Institutional rebalancing out of overweight tech • Potential catalyst for aerospace alts
Musk's third mega-cap public vehicle. $TSLA and $TWTR (now private) playbooks suggest extreme volatility early on.
This isn't just an IPO. It's a market structure event.
US x Japan just locked in a $1B deal to push AI, quantum computing, fusion energy, and biotech forward.
Not directly crypto but watch the quantum angle—this tech could eventually threaten current blockchain encryption. Also, more AI infrastructure = more compute demand = more energy narratives.
Keep an eye on fusion energy plays and AI-related tokens if this accelerates. Macro matters.
Apple tapping Google's $NVDA chips for the new Siri drop in September.
Big tech still bending the knee to Jensen's empire. AI infrastructure play thesis keeps printing.
Watch $GOOGL cloud revenue and $NVDA data center numbers next earnings. This partnership confirms the obvious: no one's building competitive AI without Nvidia silicon.
Siri upgrade = more compute demand = bullish for the picks and shovels.