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Semol Roy-RIDO
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Semol Roy-RIDO retweetledi

The biggest IPO in human history is loading. 🚀
SpaceX is reportedly targeting June 2026 aiming to raise $75B at a $1.75T valuation.
For context, the old record was Saudi Aramco in 2019 at $25.6B.
SpaceX is going for 3x that. Three times the biggest IPO ever recorded.
Remember this is the same company that in 2008 was one launch away from bankruptcy. Three Falcon 1s had exploded. They had money for one final shot. The 4th launch worked. That same year, they became the first private company to reach orbit.
Fast forward to today:
🛰️ 163+ launches in 2025 (world record, 6 years running)
🛰️ 85% of all US orbital launches
🛰️ Falcon 9: 99% success rate across 500+ missions
🛰️ One booster has flown 32 times
🛰️ Starlink: 10M+ subscribers across 150 countries
🛰️ Starship: most powerful rocket ever built
From "we're out of money" to rewriting Wall Street in under 25 years.
Proud to witness this. @elonmusk and the @SpaceX team didn't just build a company they built the future.
What's your opening day prediction?
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Semol Roy-RIDO retweetledi

The crowded trade problem is one of the more counterintuitive risks in markets.
The common assumption is that if a lot of smart people are in the same position, that position is probably correct. The analysis is sound, the thesis is well-constructed, and broad agreement seems like validation. But what crowding actually does is change the exit dynamics entirely.
When everyone is on the same side, the position works until it doesn't, and when it doesn't, the exit is simultaneous. There's nobody to sell to except other holders who are trying to exit for the same reason. The fundamental thesis can be completely right and the position can still produce a painful drawdown purely because the unwind is simultaneous and there's no incremental buyer to absorb it.
The most dangerous trades in crypto are the ones that feel safe because everyone agrees with them. The consensus is often correct on direction and catastrophic on timing, because the consensus getting in is what makes the eventual unwind violent.
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Semol Roy-RIDO retweetledi

Tested #RealClaw firsthand 💸
1. deposited $29 (25 USDC + SOL for gas),
2. set up an aggressive SOL DCA via Telegram
3. it auto-executed 5 on-chain buys with step-up sizing over 2 days.
>Price impact checks,
>tx confirmations,
> hourly watchdog monitoring
— all from a chat window. The infra behind this is solid.
Nice build @byreal_io 🫡

Byreal@byreal_io
The Agentic Era of Finance has arrived. Meet RealClaw 🦞 Your free AI agent that earns while you sleep. Read on for early access ↓
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Semol Roy-RIDO retweetledi
Semol Roy-RIDO retweetledi

DeepSeek V4 和 Opus 4.7的对比测试,一个很实用的场景,生成数学立体几何的3D演示。
很多学生缺乏三维想象空间,需要3D工具做辅助,我也做过一些调研,大部分的数学老师是用geogebra做立体几何的演示,但是这个工具用起来繁琐,做图的速度跟不上用量,如果能用AI生成,妥妥的生产力工具。
这次测试的平台依旧选择了ZenMux,目前ZenMux中的DeepSeek V4有免费的额度,必须蹭一波,直达链接zenmux.ai/deepseek/deeps…。
同样的提示词,在没有任何Skills的加持下,猜猜看哪个是DeepSeek V4,哪个是Opus 4.7?
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Semol Roy-RIDO retweetledi

Semol Roy-RIDO retweetledi
Semol Roy-RIDO retweetledi

.@HiltnerJim says onchain treasuries are moving beyond T-bills:
"If you run a billion dollar portfolio and you don't need to have all of your assets liquid tomorrow, why not earn 6% in something that has quarterly liquidity or something with 5% with monthly liquidity?"
“We very deliberately started with USTB because we knew that there’s a ton of demand for just high quality liquid assets.”
“I think you’re gonna see, in the not too distant future, a lot of funds that have a little bit more yield, maybe a little bit more duration or a little bit more risk and start working away up the curve.”
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Semol Roy-RIDO retweetledi
Semol Roy-RIDO retweetledi
Semol Roy-RIDO retweetledi

Fresh air. Calm mind.
Keep it simple with FlexSwitch.
#FlexSwitch #StayFresh #SimpleMoments #CityLife #GreenMood #ChillVibes #LifestyleDaily #EasyLiving




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