
Lauren Outdoors
942 posts

Lauren Outdoors
@Amos__101
Sharing my backcountry hunts, gear setups, and honest reviews of outdoor gear. Ultralight, tested, trusted. 🌲🏹
Worldwide Katılım Ekim 2024
21 Takip Edilen3.7K Takipçiler

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If you think Bitcoin has topped for the cycle, know this:
Global M2 money supply is pumping
The business cycle ain't nowhere near the top
Historically, every post-election year, we see a massive summer rally in June, July, and August
Not a single onchain indicator has flashed to say that the Bitcoin top is in
On top of that, we're seeing massive adoption of Bitcoin & crypto from governments, public companies, institutions, and pension funds
But does that mean Bitcoin is gonna go up in a straight line?
Hell no. It never goes up in a straight line.
There will be pullbacks that will make you believe that the top is in
But you need to diamond hand this thing, you gotta show some real conviction
Lettuce hands who capitulated in March/April at $74K are now crying from the sidelines
Will you make the same mistake that they made?
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🚨🇧🇷 Andrey Santos on his future: “In principle, I stay at Chelsea”.
“I want to play, I want to have minutes to be able to earn my place in the World Cup. I want to consolidate myself in Chelsea, be an undisputed starter, win titles at this club”, told @diarioas.

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💡 Key Takeaways:
🔹 Monitor SEC action around staking ETF rulings.
🔹 Watch Classover & SOL Strategies treasury allocations.
🔹 Explore Bonk Arena for early gaming traction.
Stay informed, stay ahead: coinmarketcap.com/academy/articl…
6/6
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AST SPACEMOBILE $ASTS reiterated at 'Outperform' at Scotiabank, with a $45.40 price-target.
Analyst Andres Coello speculates: "Could Jeff Bezos become an ASTS investor?"
"OUR TAKE: Positive. ASTS rallied yesterday after Ms. Adriana Cisneros posted a picture on Instagram showing the three of them together and titled “Amazing things are happening at AST & Science + @blueorigin”. The meeting’s location was not disclosed, but while Avellan and Cisneros are wearing a guest badges, Bezos is not. Only a few days ago, Blue Origin management visited the ASTS headquarters in Texas.
Cisneros was ASTS’s first-ever institutional investor and is currently a board member. In November 2024, ASTS announced that Bezos’ rocket company Blue Origin will handle the launch of up to 45 BB2 satellites with options to launch a further 15. Blue Origin’s New Glenn rocket is expected to handle up to 8 satellites per launch, making ASTS one of Blue Origin’s top customers. We doubt this was the sole reason why Mr. Bezos met with Avellan.
There are major areas of opportunity where they could collaborate, particularly regarding Amazon’s Project Kuiper, which intends to address the fixed broadband opportunity. This is an entirely different segment to DTC, making a tieup between the two an interesting alternative, especially as there are 5x more wireless connections than fixed globally.
Could Jeff Bezos become an ASTS investor? This is a possibility widely discussed by investors and analysts, in no small measure because Bezos is one of the world’s top space investors.
The agreement with ASTS is shown on the Blue Origin webpage as one of the company’s top-three recent developments (e.g. they clearly see ASTS as a leading player). The highly specialized RF technology ASTS has developed, which is protected by thousands of patents, represent a formidable barrier to entry for newcomers, including Kuiper. While Amazon intends to invest US$13B to US$16B in the Kuiper constellation of 3,236 satellites, the current market capitalization of ASTS stands at only US$8.3B. However, our revenue projection for ASTS is actually larger than for Kuiper at US$30B by 2033 vs. the US$25B estimated for Kuiper by Scotiabank GBM Amazon analyst Nat Schindler.
More importantly, because ASTS will operate on a wholesale basis, the EBITDA margin guided at ~90% is likely to be much higher than Kuiper’s, which will commercialize the fixed service on a retail basis and will thus be subject to distribution and marketing costs. In summary, we wouldn’t be surprised if both groups are exploring a larger agreement that could involve New Glenn’s support for BB2 launches and possible commercial/equity agreements between ASTS and Amazon in order to address the global satellite fixed-wireless opportunity."
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