Not financial advice; consult a professional 💰
San Diego, CA
Joined March 2016
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Congratulations @SpaceX and @Starlink
Starship Flight 14 just put 26 V3 Starlink satellites into orbit, adding about 26 Tbps of capacity. That’s roughly ten times what a single Falcon 9 launch of V2 Mini satellites usually adds
Each V3 has about ten times the downlink of a V2, so this one flight is in the same ballpark as ten Falcon 9 Starlink missions. A full Starship load of around 60 V3s would be closer to twenty times one Falcon 9 launch
Pawel retweeted
𝕏 Money has officially launched for all eligible 𝕏 users in the US. An 𝕏 subscription is no longer required to use 𝕏 Money.
𝕏 users with no subscription and Basic subscribers get 4% APY as standard. Those users get 6% APY if you receive at least $1,000 in eligible direct deposits or X Creator payouts within a rolling 34-day period.
Other 𝕏 Money perks:
• Joint accounts (beta)
• Unlimited cashback: Earn 3% cashback on eligible purchases with the X Card.
• Free wires
• Free ATM withdrawals (reimbursed for out-of-network fees)
• Metal 𝕏 Money debit card
• Instant payments to users on X: Send, receive, or request money instantly from anyone on the X network. No fees or limits.
• Visa's Zero Liability Policy
• Early direct deposit: Receive your paycheck up to 2 days before your usual payday when you sign up for direct deposit.
Note: APY is not currently available to residents of New York.
Let's look into $BTC
Where this cycle sits:
Halving: 20 April 2024
Cycle high: 6 October 2025, ~$126,000
So far: ~11 months after the peak
Lowest price so far: ~$58,300 (7 June 2026) → about −54% from the high
The October 2025 top near $126,000 still sits only about eleven months behind us, while prior Bitcoin bears took roughly twelve months from peak to trough, so the historical bottom window is October–November 2026 rather than the June bounce. The drawdown so far peaked around −54% at the $58k low, far shallower than the −77% to −84% washouts of 2015, 2018 and 2022, which means a mid-bear relief rally is a better description than a completed cycle floor.
On-chain capitulation is also unfinished: cycle lows usually print MVRV below 1 and NUPL below zero with heavy realized losses, and those conditions have not fully arrived
Nationwide Cybercab approval wouldn’t print money overnight
2026–27 adds little revenue at first, then becomes Tesla’s second profit engine by 2030
2027–28:
$1–4B in US ride bookings
Tiny vs Tesla’s ~$100B sales
Production and utilization will stay the bottleneck
2030:
500k–1M Cybercabs in the US
$25–60B in bookings
$8–18B in operating profit
That’s the real prize
Selling the car at ~$30k is a rounding error. A busy Cybercab can book more than its sticker price every year
Bull case:
1.5M US vehicles
$80B+ bookings
$25B profit
That supports hundreds of billions in equity value
$TSLA
Pawel retweeted
Our hearts are with the people of Nepal and the Tibet border region after this week’s catastrophic floods.
Starlink is ready to deploy kits and provide free service to support the Government of Nepal and humanitarian partners as soon as we are allowed.
When roads, bridges, and cell networks are gone, Starlink communication has proved time and time again to be vital — for rescue teams coordinating searches, medical teams treating the injured, and families trying to reach those still missing. With a power source and clear view of the sky, a Starlink kit can provide high-speed, low-latency internet within minutes of unboxing.
Tesla Semi factory at full power: ~50,000 trucks/year equals ~$13–14.5B revenue
That’s ~13–14% of Tesla’s current $104B TTM sales or roughly the size of Tesla’s entire energy business
If SpaceX hits Elon’s ~$3.5T revenue target around 2033, a $25–45T valuation is a reasonable range (7–13× sales once hyper-growth cools)
That implies roughly $1,500–$2,800 per share with modest dilution to ~15.5B shares
Today: ~$141 | $1.91T market cap
The upside is massive. So is the execution risk on Starship cadence and orbital compute. $SPCX
Tesla Robotaxi just launched in Tampa & Orlando!
Orlando geofence ~12-15 sq mi (eastern/southeastern neighborhoods like Conway/Lee Vista, bounded by SR-417 & 528)
Tampa covers West Tampa, Heights & parts of Hyde Park (~10-20 sq mi)
Small starter zones—expect growth soon
One year since deliveries began in India, Tesla has sold approximately 400–500 vehicles nationwide
Why the slow start?
- Pricing & Duties: High import tariffs keep Model Y expensive
- Local Competition: Affordable EVs from Tata, MG, and others dominate with better range-for-rupee and service networks
- Infrastructure & Awareness: Charging is still limited outside major cities; many buyers prefer hybrids or ICE for long trips
- No local manufacturing yet means higher costs and slower scaling
Ex-Apple exec Tang Tan & engineer Chang Liu accused of stealing unreleased hardware designs, specs, supplier lists, circuit details even smuggling physical parts to interviews & downloading files via bugs. Coordinated scheme to build competing AI devices. Backstabbing in broad daylight
Key facts from the July 10, 2026 complaint (ND Cal):
Chang Liu allegedly kept a laptop, exploited an auth bug on a colleague’s device to pull dozens of confidential files on unreleased products/engineering data, and coached evasion of security. Tang Tan emailed himself supplier info, asked recruits about codenamed projects, and directed them to bring actual Apple components for show and tell
I heard that the easiest way to get access to @XMoney is to ask @DirtyTesLa. Apparently he can organize everything 😇
Starship Flight 13 will deploy 20 V3 Starlink satellites for the first time — but they’re on a suborbital trajectory, so they won’t stay in orbit and will re-enter shortly after release
Six of them carry cameras to visually inspect Starship’s heat shield in space, with white-painted tiles acting as easy-to-spot “missing tile” targets. Real-time imagery incoming
SpaceX just announced that they will be deploying V3 Starlink satellites for the first time during their 13th Starship test flight next week! Six of the satellites have been modified with a suite of cameras to scan Starship’s heat shield and transmit imagery.
Summary of every major upgrade and modification @SpaceX says it's made for the upcoming test flight:
• More robust stage separation flip sequence to prevent the booster from rotating off course.
• Hardware upgrades to improve Super Heavy Raptor re-light reliability during the boostback burn.
• Updated engine alarms and abort logic for multi-engine flight conditions.
• Starship propulsion system hardware and operational changes to address the Flight 12 engine-out issue.
• First deployment of 20 Starlink V3 satellites with laser links, deployable solar arrays, and antennas.
• Six Starlink V3 satellites equipped with cameras to inspect Starship's heat shield after reentry.
• White-painted heat shield tiles added as simulated missing tiles and imaging targets.
• New heat shield tile designs and attachment mechanisms, including tests on the aft flaps and aft skirt.
• Load-sensing heat shield tiles to measure stresses during flight.
• Higher dynamic pressure ascent profile to stress-test the heat shield and increase payload capability.
• Planned in-space Raptor engine relight test.
SpaceX: "For the first time, Starship will carry V3 Starlink satellites to space, which aim to greatly expand the network's capacity and user speeds. As part of this initial test, Starship is planned to deploy 20 satellites which will extend solar arrays and antennas and will attempt to connect with ground stations in South Africa and the larger Starlink constellation via high-capacity lasers. Six of the satellites have been modified with a suite of cameras to scan Starship’s heat shield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions. Several tiles on Starship have been painted white to simulate missing tiles and serve as imaging targets in the test."
Pawel retweeted
Je lance l’initiative Exit Chat Control.
exitchatcontrol.org/
Ce site est un guide complet qui vise à répertorier tous les outils nécessaires pour contourner tout système de surveillance de vos messageries privées.
Le site est open source et sera amélioré en continu.
