Dan Held
80.4K posts

Dan Held
@danheld
Investing in Bitcoin. Space. Cryo. Prev: Head of Marketing @Krakenfx | Growth @Uber @Blockchain.
NYC/Austin 参加日 Temmuz 2013
1.1K フォロー中906.3K フォロワー

Imagine a swarm of 100 of these, all with explosive payloads, attacking you from all directions and elevations at 400 km/hr.
That is the ultimate drone defense challenge and I think you need some kind of rapid fire AI controlled gun battery to succeed.
You probably have 3 seconds to shoot in total.
Samuel Cardillo@CardilloSamuel
direct kinetic impact. a flying sword. 450km/h. updated video showing exactly that. we're also working on the explosive variant. only for authorized partners. dms are open.
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Most BIP-110 supporters are losers, and their spiritual leader, luke-jr, is no exception. He lost all his bitcoins due to a key compromise. They follow a cult or a religion called Bitcoin Maximalism, which has devolved Bitcoin from a revolutionary economic theory into a performative religion led by “prophets” who fail to follow even the most basic commandments.
Bitcoin Maximalism is a cult of losers. By labeling every attempt to scale or enhance Bitcoin’s utility as a “shitcoin” attack, they use religious shaming to hide their intellectual laziness. They rely on toxicity as a shield because they can no longer compete on the merits of innovation. While the rest of the world builds decentralized finance, privacy layers, and global payment rails, these fundamentalists spend their time gatekeeping the “temple,” trading an engineering mindset focused on solving problems for a clerical mindset focused on enforcing rules.
Bitcoin must not be a “currency” that is too holy to be used, too rigid to evolve, and led by people who can’t even secure their own keys.
Bitcoin must not be a digital cult or a religion.
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@Timccopeland That’s why every fiat currency has maintained a peg right? Right?
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Been thinking about this for a while. What if you created a stablecoin that was pegged to $1 but instead of inefficiently locking up loads of capital, you back it with a second token
I know it sounds kinda risky but if it drops below a dollar, people can burn the other token and redeem it for the stablecoin. If it goes above a dollar, they can just sell the stablecoin and redeem it for the other token.
I feel like this might work if it captures a flywheel and builds up a sufficient ecosystem to support the daily buying and selling pressure + arbs.
What am i missing here?
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@danheld easy money, although it will take wall st many moons to understand this.
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SpaceX valuation then: $200B
SpaceX valuation today: $1.25T
SpaceX proposed IPO valuation: $1.7T
My 2035 target? $30-50T.
Dan Held@danheld
@Leishman 💯 SpaceX will be the most valuable company in all of human history.
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@Albright_MXM Go ahead and short it.
Completely differently businesses and growth trajectories
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For context, Google has a $3.5T valuation, roughly double SpaceX intended IPO valuation.
Google’s 2025 revenue was $400B, compared to SpaceX $15B, and the gap is too wide to justify such an insane valuation for SpaceX.
SpaceX’s last private funding valued it at $400B, while xAI was valued at $210B. Realistically, the IPO valuation for SpaceX shouldn't be more than $750B.
Would be shorting spaceX at IPO.
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iOS App Review delays are getting ridiculous
Nikita Bier@nikitabier
iOS developers: How long is App Review taking for everyone these days? It is now taking longer to get our app approved than it is to build the actual features.
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@SteaknShake What % of your sales are from Bitcoin and how has that trended over time?
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Ten months ago today, Steak n Shake launched its burger-to-Bitcoin transformation.
Bitcoin payments are faster and saves us money! We have reinvested savings into product quality.
Our Strategic Bitcoin Reserve also funds Bitcoin bonus pay for our employees.
Our same-store sales have risen dramatically ever since we launched Bitcoin payments. Thank you Bitcoiners! 🧡
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@danheld $30T would make spacex worth more than most countries.
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