🚀The crowd is lining up to buy SpaceX at nearly 100x revenue. Meanwhile Bitcoin is down 50% and everyone thinks it’s dead. One of these is priced to moon 🌕 The other is priced for a crash landing 💥 Guess which one I’m buying. New video on the SpaceX IPO vs Bitcoin

Book it 😤

🚀 If you think SpaceX is about rockets you’re not paying attention From their own S-1 filing. Total addressable market by segment: Space: $370B Connectivity: $1.6T AI: $26.5 T This is entirely a bet on AI Which is *so far* the most wildly unprofitable cash burning business model in this history of humanity with no guaranteed path to long term profitability Could that change? Possibly. But just know what you’re betting on

Everything these guys do is marketing

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🚀The crowd is lining up to buy SpaceX at nearly 100x revenue. Meanwhile Bitcoin is down 50% and everyone thinks it’s dead. One of these is priced to moon 🌕 The other is priced for a crash landing 💥 Guess which one I’m buying. New video on the SpaceX IPO vs Bitcoin

What Bitcoiners see

As everyone watches the SpaceX IPO today, its worth remembering this advice from Buffett "The idea that a newly issued security (IPO)—brought to market at a time of the seller's choosing and surrounded by massive hype—is the single best bargain among thousands of global businesses is absolute nonsense. When an offering carries a ridiculous 7% commission just to incentivize salespeople, it simply cannot be the most attractive investment available. While people easily get caught up in the excitement of a new launch, look at the reality: you have thousands of existing public companies whose prices are set by a natural auction market, free from aggressive promotion or hidden fees. It makes no sense to buy a security precisely when an insider decides the timing is perfect to sell. Frankly, it isn't worth spending five seconds thinking about IPOs." - Warren Buffett

Are you buying BTC, SPCX, neither, or both?

One is a hype fueled frenzy opening up to retail for the first time during peak FOMO The other is a dirty dog being kicked while it's down Which one do you think represents more asymmetric upside from here?

Oh this is definitely going to end well 🤣

What orange ties see

What Strategy bros see

What crypto bros see

Important to ask these questions of Bitcoin Treasury Cos and their leadership, given that there are scenarios where the interests of the common shareholders, the preferred shareholders, the company, and Bitcoin itself are not always aligned. They may have to make decisions that prioritize/protect certain ones over the others. For that reason we should ask for insight into how they think thru and make those decisions x.com/tristanblcktrnr/status…

It’s important that people ask questions of Strategy or Strive or Saylor or whoever. The “don’t question dear leader” attitude is pretty surprising given that at the core what we’re all talking about is trustless money. When someone introduces layers of trust it’s perfectly legitimate to ask for a high degree of accountability around their decision process x.com/tristanblcktrnr/status…

Are you buying SPCX, BTC, neither, or both?

Whole timeline (including me) is bearish short term on SpaceX IPO... Which means im starting to think this thing is going to pop like crazy tomorrow 😂

SpaceX was not available to retail for 24 years. Wall Street, VCs, and "smart money" got to front run you, and now they want exit liquidity. Bitcoin is the opposite.