@ToddWel51381118 State of the market, it’s gonna be a choppy hold till we get news.
English
pillwaz
1.1K posts
pillwaz
@willpaz_
Sr AI & Data @dexerto Lifelong gamer, dad, builder, investments
Canada 가입일 Temmuz 2020
575 팔로잉417 팔로워
Pretty brutal round-trip for $AIB today ripping over 20% at one point and now flat, what happened for those that hold?
English
Adding to $MDA at $40, will continue to add if it dips into high $30's
pillwaz@willpaz_
The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish. I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites. That said, fears include a larger space sell-off, more rockets blowing up on TV, etc... I might eat some pain in the short term but I'm happy with a low $40's average cost. $RKLB, $RDW, $BKSY, $SPIR, $PL
English
Anyone who surfed the early web between 1995-2010.
What’s the one website/app you still think about?
English
this indeed.
All the money raised in blockchain in 2017 - 2023 came with the expectation that crypto companies would find a way into the economic value chain, most of them failed.
They don't need foreign L1's, oracles, or any other integration partners. Most companies/banks that want to add crypto can do it in months with in-house + external developers. Blockchain is a feature, a way to move data around.
AI has immediately aligned itself with revenue generating activities and will continue to capture all of that "future tech" investment that Web 3 was supposed to be.
As someone who spent years in blockchain raising funds, building, marketing, and selling.
Quinten | 048.eth@QuintenFrancois
Almost all money is rotating into AI Upcoming SpaceX, Anthropic and OpenAI IPO are sucking liquidity and capital out of crypto
English
The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish.
I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites.
That said, fears include a larger space sell-off, more rockets blowing up on TV, etc...
I might eat some pain in the short term but I'm happy with a low $40's average cost.
$RKLB, $RDW, $BKSY, $SPIR, $PL
English
@_Fahimster Assuming we see another round of dilution and they sign a key tenant probably around the $7 - $12 mark but it's hard to tell.
English
Finally some love for $CRNT today
$NOK
pillwaz@willpaz_
86 million "received and booked" already from India for 2026, and we're in May... $CRNT sits at 230 million dollar MC
English
