A family office with a venture edge. First-check capital into Space & dual-use founders building sovereign infrastructure. @portalspacesys @HelicitySpace
In The Cloud & Toronto, ON
Joined March 2017
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🚀 A major leap for space infrastructure:
@PortalSpaceSys successfully brings its solar thermal propulsion system to full power during testing.
A milestone for in-space logistics and energy-efficient orbital transfer.
👉 Read more via @GeekWire: geekwire.com/2025/portal-spa…
Carvalho Capital retweeted
SpaceX will make up 2.82% of the Nasdaq 100 when the index’s quarterly rebalance takes effect Monday, according to data obtained by Bloomberg, locking in a sharp increase from its current weighting bloomberg.com/news/articles/…
Carvalho Capital retweeted
Final ViaSat-3 enters service as SES wraps up O3b mPower launch campaign spacenews.com/final-viasat-3…
THIS 👇👀
The greatest frontier before us isn't the Arctic.
It's ourselves.
The deepest Polarian task is to destroy the assumption that the Canada we inherited represents the outer boundary of the Canada that is possible.
That our risk-aversion is permanent. That our Mediocracy is cultural destiny. That our colonial relationship to ambition, scale, power, and history is permanently and irreversibly etched into the name "Canada" itself.
It isn't.
Civilizations are not condemned to remain prisoners of the anthropologies that produced them.
A people can remake itself.
Refuse the ceiling.
Carvalho Capital retweeted
Looking back at the ‘A Heart for Space’ launch events with so much gratitude.
From Barnes & Noble to @VandyBookstore, @adventuresci, and the U.S. Space & Rocket Center, it was incredible to meet readers, hear their stories, and talk about dreams and space.
Thank you to everyone who came!
🎥 Watch the full Vanderbilt signing (courtesy: Austin Wilson): go.aheartforspace.com/vandyb…
Carvalho Capital retweeted
Tonight, we will celebrate the Moon, the science behind it, and its connection to space exploration and human culture for International Observe the Moon Night!
Join NASA Marshall for a free, public event from 5:30 to 8 p.m. CST at the @RocketCenterUSA.
ALT This image was captured at the U.S. Space and Rocket Center in Huntsville, Alabama, near NASA's Marshall Space Flight Center. The Moon, in the midst of a lunar eclipse, is seen in the top right of the sky. Underneath it is the Davidson Center and to the left is a Saturn V rocket illuminated by white lights. Credit: NASA/Joe Kuner
THIS 👇👀
The anatomy of a Canadian space company’s pitch to global financial heavyweights
‘The vibe was really exciting.’ How Maritime Launch Services promoted itself to investors at the Canada Investment Summit
begiant.ca/stories/people/ma…
Carvalho Capital retweeted
Another great AlleyCorp deep tech newsletter
Optimism pod, Photonics pod, rockets and more
Builders building / love to see it! 🦾
September deep tech newsletter is out! Valar's $1B, Portal buying a whole Falcon 9, Radical AI moving into the Navy Yard, Avatar's seed, and @abemurray on why the doomers are wrong. Plus 11 stories and 170+ open roles.
Carvalho Capital retweeted
How Brian Kelly turned a $10,000 first-class flight into a $4,800 ticket.
Lufthansa makes first-class award seats difficult to book with miles, but its upgrade system creates another way in. Brian used it to cut the cost of an 11-hour first-class flight by more than half.
How Brian saved over $5,000 on Lufthansa First Class
“Lufthansa doesn’t let you redeem most miles for their first class, but they do let you upgrade.”
“I’m flying to Johannesburg from Frankfurt, and it was $10,000 for first class. What I did was I booked a $3,000 business class flight, and instantly Lufthansa lets you see if there’s an upgrade to first class.”
“For me today, it was $1,800. So, $3,000 ticket and $1,800 to get first class on the 747 on an 11-hour flight versus paying $10,000.”
Brian Kelly: How I Made $300K Per Month With Affiliate Marketing via Trailblazers Podcast
My conversation with Brian Kelly.
Brian is the founder of @thepointsguy, which he turned from a $50-per-ticket side hustle into a major travel media brand before selling the company for $28 million.
We discuss how he went from making $5,000 in his first month of affiliate marketing to $300,000 a month, the New York Times article that led to a $120,000 day, why founders should bootstrap whenever possible, and how mastering media can transform a business.
We also discuss:
- Why raising venture capital isn't always the right decision
- How Brian sold The Points Guy without outside VC or an investment banker
- Why founders need to become better at media
- What Brian looks for when angel investing in founders
- Why building an audience can matter more than perfecting your product
- What a business coach taught Brian about his weaknesses as a manager
- Why Brian stepped away from managing The Points Guy day-to-day
- How to find business and first-class flights using points
- Why last-minute award bookings can unlock better deals
- How Brian maximizes the points he earns from credit cards
Enjoy!
Timestamps:
00:00 - Intro
04:58 - How @celinedion Inspired Brian to Quit His Job
08:18 - From a $50 Side Hustle to The Points Guy
11:06 - How a NYT Backlink Generated $120K in One Day
12:22 - Selling The Points Guy for $28 Million With No VC Funding
15:59 - How Credit Card Affiliate Revenue Really Works
17:51 - How Media Training Generated Millions in Free Exposure
22:45 - Evolving The Points Guy for the AI Era
28:49 - How Brian Kelly Became an Angel Investor
35:35 - Why Brian Won’t Invest in Celebrity Beverage Brands
40:24 - What Brian Looks for in Great Founders
43:32 - The Last-Minute Flight Hack That Can Save You Thousands
46:19 - Saving $5,000+ on Lufthansa First Class
51:31 - Trailblazer Trade-Offs
Carvalho Capital retweeted
🫱🏾🫲🏽 We are excited to share that Dhruva Space is partnering with @Thales_Alenia_S - France and @Thales_Alenia_S - Italy to explore global opportunities across Satellite Constellations, Space Infrastructure and Advanced Satellite Systems.
Read more: dhruvaspace.com/press-releas…
Carvalho Capital retweeted
The Canada Investment Summit attracted about 250 leading financial CEOs, senior executives and Canadian political leaders. They formed a dense cluster of financial firepower - about $120-trillion in assets between them - around Toronto’s Four Seasons hotel on Monday and Tuesday. Roughly 80 side events were scattered around the downtown core.
Time after time, CEOs with enormous influence over the global flow of capital told Canadian politicians and business leaders they were impressed, that Canada is sending the right, investor-friendly signals and that the country’s trajectory has caught their attention.
But they also bluntly reminded those Canadian leaders – on stage, in private, even in conversations with reporters – that what matters from now on is executing the plan. To prove its case, Canada has to deliver more investable deals and a less sluggish regulatory process.
theglobeandmail.com/business…
Carvalho Capital retweeted
After the president's executive order calling for a US Space Academy, states have been pushing to make the case for why the school should call it home.
The EO called for a civilian, NASA-led answer to the military services academies, and created a commission to sort out further details, such as curriculum, service requirements, and what would go into establishing the school.
Even though submissions aren’t due until October 26, a few states are already working the crowd.
If you want to know who the top contenders are and who is likely not in the running, read the latest from Payload reporter @vicky_woodburn ⬇️
payloadspace.com/states-camp…
Carvalho Capital retweeted
"What I found is that the more ambitious you are, the more people will match that ambition."
Hugh Kolias, Canada Rocket Company
canadianexplorers.ca/p/canad…
THIS 👇👀
Hard companies require real planning, patience, people and clear business, technology, and infrastructure moats. This is a great time to build a hard company with real business fundamentals as cleanly separated from current hype as possible. In 3-4 years when 90% of aerospace, defence, AI, etc. startups are wiped out because they can’t sustain the ridiculous valuations and false narratives they built their fundraises upon, assets will be available for cents on the dollar and the ones left standing will dominate the next few decades.
Seraphim launches fund to cash in on booming space economy - The Times of London apple.news/AI7AQHDwLSPOwPbk5…
Carvalho Capital retweeted
Eclipse Space unveils three satellite platforms and Gama power partnership spacenews.com/eclipse-space-…
Carvalho Capital retweeted
RBC launches $1.4-billion fund to invest in Canadian technology companies theglobeandmail.com/business…
Carvalho Capital retweeted
The Arctic is becoming one of the most strategically important regions on Earth.
Yet much of the North still depends on fuel that must be shipped thousands of kilometres through some of the world's most challenging logistics corridors.
That is an energy problem. It is also a sovereignty problem.
Today, we're introducing POLAR-1, our transportable microreactor platform designed to provide reliable power for Arctic operations, defence installations, remote communities, and critical infrastructure.
If Canada wants to project capability in the North, we need energy systems that can operate where conventional infrastructure cannot.
That is what we're building.
Proud of our team taking another step toward making strategically deployable nuclear power a Canadian capability.
#ArcticSovereignty #EnergySecurity #Defence #NationalSecurity #AdvancedNuclear #Microreactor #CanadianInnovation #Arctic #DefenceTech