CFA. CAIA. ETFs. Cryptos. Asset Management. @Bloomberg. @bbgintelligence. Runner. Opinions my own. Likes, RT's & Follows≠endorsements

Joined March 2012
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NEW THIS MORNING: I wrote about the saga to launch SpaceX linked and levered ETFs in the US. There are at least 25 filed by 14 different issuers with about a dozen looking to launch on Monday. The intensity of the filings is likely something we'll see for Anthropic & OpenAI too!
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"There are only 25 satellites launched a year, every year, and that's not going to change." Ryhmes with the current defense ecosystem.
Today feels like a good day to reshare this clip of Ariane Aerospace’s CEO calling SpaceX’s reusability plans “a dream”
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I can’t believe Anthropic comparing their product to nuclear weapons 800 times backfired on them. I am shocked
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A ton of ETFs bought $SPCX yesterday (esp BlackRock via $BIA w/ $450m buy). There were 4 ETF holders on Fri morning but now there are 40. Wild. I remember w $META and $BABA it took weeks for it to enter ETFs. Back then tho almost everything was passive governed by index rules. Today 60% of the products are active, and they don't have rules, can buy/sell whenever whatever pretty much.
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There is a lot of “Paraguay isn’t very good” talk. Full stop. Under Alfaro, they lost just once in WCQ and went 9 straight without defeat. They beat URG, Brazil, & Argentina. They were one of the best defensive teams in the 🌎. Paraguay isn’t bad. #USMNT made them look bad.
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Can’t wait to watch the documentary about this saga
WE’RE GOING TO AN ELLA LANGLEY CONCERT ON THE 18TH AND WE’RE EVEN GOING TO MEET HER!!!!
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#USMNT had 71% possession in the first half, its most in the first half of a World Cup game in the modern era.
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FIFA should be allowed to go back and issue yellows for flagrant dives. What a bunch of bullshit.
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YASSSSSS more of this please
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$SPCX ended up doing $85b in volume. Gargantuan number. Easily a record for an IPO and in the Top 10 all time for any stock on any day. For context, it's more volume than Apple has ever done in 40yrs. Nice job @StevenUhey he guessed the closest of anyone in my replies with $69b.
POOL: What do you think Day One volume will be for $SPCX? I'm going with $58b. (for context $BABA and $META each did about $25b on their respective Day Ones and more recently Cerebras did $11b).
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HALTED for regulatory concern ... what a saga
I guess this means we already have a 2X SpaceX ETF trading today! $SPCL from @defianceinvest
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my opinion when this first happened: x.com/JSeyff/status/20654416…

Replying to @EricBalchunas
Honestly. This feels less like bending the rules and more like breaking them. Guess they figure its better to ask for forgiveness than permission?
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Plenty more are coming to market next week though ! x.com/JSeyff/status/20654503…

NEW THIS MORNING: I wrote about the saga to launch SpaceX linked and levered ETFs in the US. There are at least 25 filed by 14 different issuers with about a dozen looking to launch on Monday. The intensity of the filings is likely something we'll see for Anthropic & OpenAI too!
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Inbox:
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Mexico fans got a DUCK 🦆 wearing a 🇲🇽 kit 😭

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In light of today’s SpaceX IPO, a story from inside Jane Street on the day of the 2012 Facebook IPO:
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NEW THIS MORNING: I wrote about the saga to launch SpaceX linked and levered ETFs in the US. There are at least 25 filed by 14 different issuers with about a dozen looking to launch on Monday. The intensity of the filings is likely something we'll see for Anthropic & OpenAI too!
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Why are things so intense? Because these products are big business. Almost $50 billion in single stock ETFs right now with serious revenue attached. Full note with all of this and more here: blinks.bloomberg.com/news/st…
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IRAN'S ARAGHCHI SAYS US-IRAN MOU 'HAS NEVER BEEN CLOSER' We got @SpaceX IPO and now this headline. This is too much for a summer friday
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I guess this means we already have a 2X SpaceX ETF trading today! $SPCL from @defianceinvest
UPDATE: Defiance's 2x SpaceX ETF $SPCL is LIVE today (they did it via name/strat change a la $MJ) and it's already done $10m in volume and is up 46%. All this bf the actual SpaceX has any price or volume data. Does that mean SPCX will open up 23%? Feels very Back to the Future.
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for anyone who sees this tweet and needs new added context x.com/JSeyff/status/20654464…

HALTED for regulatory concern ... what a saga
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