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We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year,... show more

The Rollup

58,719 subscribers

85,353 Aufrufe • vor 1 Jahr •via X (Twitter)

Finanzen Wissenschaft & Technologie

Anya Rossi• Live Now

Private livecam show

8 Kommentare

Profilbild von Bob

Bobvor 1 Jahr

@CryptoHayes @ThinkingUSD @HyperliquidX 🚀

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Lark Davisvor 1 Jahr

A smart man turned $12K into $15M by buying FARTCOIN at $83K market cap. He aped into $ai16z with $3K and is currently sitting on $1.7M realized and $16.6M in unrealized profits. Subscribe now and join 130K+ investors prepping for the next big cycle.

Profilbild von 🪶Dulumu²🪶

🪶Dulumu²🪶vor 1 Jahr

@CryptoHayes @ThinkingUSD @HyperliquidX Founder? You mean co-founder?

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Teton County Sheriffvor 1 Jahr

@CryptoHayes @ThinkingUSD @HyperliquidX Powered by Celestial (hated by @ThinkingUSD)

Profilbild von fullsend

fullsendvor 1 Jahr

@CryptoHayes @ThinkingUSD @HyperliquidX LFG $HYPE

Profilbild von willow

willowvor 1 Jahr

@ThinkingUSD @CryptoHayes @HyperliquidX so price target for HYPE?

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Heaven Sent Capitalvor 1 Jahr

@ThinkingUSD @CryptoHayes @HyperliquidX Thinkingusd 🤣

Profilbild von f4nky 🐙

f4nky 🐙vor 1 Jahr

@ThinkingUSD @CryptoHayes @HyperliquidX wheres a full interview?

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"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."

"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."

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''in the case of Binance, In the last one year, 26 billion dollars has passed through Binance Nigeria from sources and users who we cannot adequately identify.'' CBN Governor, Olayemi Cardoso

''in the case of Binance, In the last one year, 26 billion dollars has passed through Binance Nigeria from sources and users who we cannot adequately identify.'' CBN Governor, Olayemi Cardoso

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Jeff on the vision for Hyperliquid: > Hyperliquid isn’t just the AWS of liquidity, because it also benefits from powerful compounding network effects > Every new integration, whether it’s a CEX, wallet, or application, makes the ecosystem more valuable for all users > As more participants route liquidity through Hyperliquid, execution improves and liquidity deepens > One example of this flywheel is that Hyperliquid already hosts the most liquid Bitcoin perpetual market in the world

Jeff on the vision for Hyperliquid: > Hyperliquid isn’t just the AWS of liquidity, because it also benefits from powerful compounding network effects > Every new integration, whether it’s a CEX, wallet, or application, makes the ecosystem more valuable for all users > As more participants route liquidity through Hyperliquid, execution improves and liquidity deepens > One example of this flywheel is that Hyperliquid already hosts the most liquid Bitcoin perpetual market in the world

Henrik

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Ever since its airdrop in November, $HYPE has been on a tear 🔥. On Unchained, Arthur Hayes & Hans explain: 🚀 what actually fueled Hyperliquid’s rise 🪙 why the Wynn saga looks like a clever farm 📉 how Robinhood and Coinbase could be a real threat 🧠 and why HIP-3 is the DEX “holy grail” Timestamps: 🎬 0:00 Intro 🔥 3:25 Why Arthur says the future of perps is onchain—and what that changes 🚀 6:58 How Hyperliquid managed to climb the ranks without VCs 🧱 9:45 Whether being its own L1 gives Hyperliquid an edge 🔍 12:44 How Hanson adapts market making in a fully transparent environment 🕵️‍♂️ 16:40 Why Arthur doesn’t buy the James Wynn story 💸 20:56 Whether the types of traders on Hyperliquid are different than on other venues ⚔️ 22:14 How Hyperliquid could defend itself when Coinbase and Robinhood enter the arena 🔐 26:18 What Arthur and Hanson think about Jeff Yan’s post saying transparency benefits users 🐙 32:59 Did Binance and OKX try to sabotage Hyperliquid during the $JELLY event? 📊 38:24 Arthur answers his own question of whether Hyperliquid takes on Binance’s trading volume 🌘 42:20 Whether dark pool DEXes can fix transparency without killing decentralization 🔧 47:15 Why Hanson thinks the security FUD around Hyperliquid is overblown 🌏 50:20 Whether Asia’s crypto communities care less about decentralization 🧠 52:34 How Hyperliquid’s ecosystem play with HyperEVM could reshape its future 🏆 55:52 Why Arthur calls HIP-3 the “holy grail” for DEXes 🪙 1:00:01 Whether the HYPE buyback program is a good idea 📈 1:02:49 What Hyperliquid must get right as Coinbase and Robinhood show up Thank you to our sponsors! Xapo Bank Bitwise

Ever since its airdrop in November, $HYPE has been on a tear 🔥. On Unchained, Arthur Hayes & Hans explain: 🚀 what actually fueled Hyperliquid’s rise 🪙 why the Wynn saga looks like a clever farm 📉 how Robinhood and Coinbase could be a real threat 🧠 and why HIP-3 is the DEX “holy grail” Timestamps: 🎬 0:00 Intro 🔥 3:25 Why Arthur says the future of perps is onchain—and what that changes 🚀 6:58 How Hyperliquid managed to climb the ranks without VCs 🧱 9:45 Whether being its own L1 gives Hyperliquid an edge 🔍 12:44 How Hanson adapts market making in a fully transparent environment 🕵️‍♂️ 16:40 Why Arthur doesn’t buy the James Wynn story 💸 20:56 Whether the types of traders on Hyperliquid are different than on other venues ⚔️ 22:14 How Hyperliquid could defend itself when Coinbase and Robinhood enter the arena 🔐 26:18 What Arthur and Hanson think about Jeff Yan’s post saying transparency benefits users 🐙 32:59 Did Binance and OKX try to sabotage Hyperliquid during the $JELLY event? 📊 38:24 Arthur answers his own question of whether Hyperliquid takes on Binance’s trading volume 🌘 42:20 Whether dark pool DEXes can fix transparency without killing decentralization 🔧 47:15 Why Hanson thinks the security FUD around Hyperliquid is overblown 🌏 50:20 Whether Asia’s crypto communities care less about decentralization 🧠 52:34 How Hyperliquid’s ecosystem play with HyperEVM could reshape its future 🏆 55:52 Why Arthur calls HIP-3 the “holy grail” for DEXes 🪙 1:00:01 Whether the HYPE buyback program is a good idea 📈 1:02:49 What Hyperliquid must get right as Coinbase and Robinhood show up Thank you to our sponsors! Xapo Bank Bitwise

Laura Shin

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Hyperliquid’s founder jeff.hl just said it clearly: On-chain perps for anything + a mobile app built for normies = a billion-dollar opportunity. The formula is simple: 1. Seamless fiat onboarding 2. A UX that non-crypto users actually love Hyperliquid + HIP-3 already provide the full liquidity + infra. Builders only need to nail the front-end and user experience. This is the future: global, permissionless finance in your pocket and builders can monetize every trade that flows through their app. Hyperliquid isn’t just a DEX. It’s the platform where the next fintech empires will be built. Hyperliquid.

Hyperliquid’s founder jeff.hl just said it clearly: On-chain perps for anything + a mobile app built for normies = a billion-dollar opportunity. The formula is simple: 1. Seamless fiat onboarding 2. A UX that non-crypto users actually love Hyperliquid + HIP-3 already provide the full liquidity + infra. Builders only need to nail the front-end and user experience. This is the future: global, permissionless finance in your pocket and builders can monetize every trade that flows through their app. Hyperliquid isn’t just a DEX. It’s the platform where the next fintech empires will be built. Hyperliquid.

Vikingo.hl

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David Sacks says he's heard from Anthropic employees who thought they could 10x ARR in one year to $600 billion from when they were at $60 billion, now currently sitting at $80 billion and not slowing down. "I have heard from other people at the company -- I heard that when they were at about $60 billion of ARR, that they thought they could get to $600 billion in one year." "Meaning they thought they were on that 10x ramp from the middle of this year." "Now they're at over $80 [billion] and it doesn't seem to be slowing down." "So the big question is how fast can they grow next year -- does it go all the way from $100 or $120 [billion] to a trillion dollars?" "Look, if they merely got to $400 to $500 billion, that would make them the biggest software company." Baker: "If they get to $200 billion, that's an amazing outcome."

David Sacks says he's heard from Anthropic employees who thought they could 10x ARR in one year to $600 billion from when they were at $60 billion, now currently sitting at $80 billion and not slowing down. "I have heard from other people at the company -- I heard that when they were at about $60 billion of ARR, that they thought they could get to $600 billion in one year." "Meaning they thought they were on that 10x ramp from the middle of this year." "Now they're at over $80 [billion] and it doesn't seem to be slowing down." "So the big question is how fast can they grow next year -- does it go all the way from $100 or $120 [billion] to a trillion dollars?" "Look, if they merely got to $400 to $500 billion, that would make them the biggest software company." Baker: "If they get to $200 billion, that's an amazing outcome."

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California Governor Gavin Newsom announces the state will have a $2.9 billion dollars deficit this year California is the richest state in the country, taking in the most tax revenue and has a new budget of $349 billion, and is still billions short Where does the money go???

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The State of Hyperliquid in 2026. xulian.hl and Sterling from Hyperliquid Labs join Hans to discuss HIP-3, builder codes, HyperEVM, institutional adoption, and what comes next for Hyperliquid. 0:30 Hyperliquid origin story 3:08 Sterling yelling about Hyperliquid inside Circle 6:19 Half of Hyperliquid volume is RWAs 6:34 SK Hynix traded $2B in one day 9:18 Better liquidity than Binance on 250+ markets 11:26 The case for neutral infrastructure 12:04 The Iran war changed everything 13:52 HyperEVM and billions in composable liquidity 17:56 Why Coinbase and Circle are staking HYPE 18:27 Bringing the biggest institutions onchain

The State of Hyperliquid in 2026. xulian.hl and Sterling from Hyperliquid Labs join Hans to discuss HIP-3, builder codes, HyperEVM, institutional adoption, and what comes next for Hyperliquid. 0:30 Hyperliquid origin story 3:08 Sterling yelling about Hyperliquid inside Circle 6:19 Half of Hyperliquid volume is RWAs 6:34 SK Hynix traded $2B in one day 9:18 Better liquidity than Binance on 250+ markets 11:26 The case for neutral infrastructure 12:04 The Iran war changed everything 13:52 HyperEVM and billions in composable liquidity 17:56 Why Coinbase and Circle are staking HYPE 18:27 Bringing the biggest institutions onchain

HL Global

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Spacex wants $2 trillion on june 12. Meta is worth $1.6 trillion today Meta 2025: $201 billion revenue, $60.5 billion profit, 3.58 billion daily users Spacex 2025: $18.7 billion revenue, $5 billion loss, no path to profitability published in the prospectus the market is pricing spacex higher than the most profitable social media company ever built, at 94 times revenue, on the assumption that starlink and starship both work, on time, at scale one of those is a business. the other is a bet on a future that has not arrived yet almost nobody buying this will read the 300 pages before june 12. that gap is the only edge available Read the article where Claude provided me with a more detailed analysis of the 300-page document

Spacex wants $2 trillion on june 12. Meta is worth $1.6 trillion today Meta 2025: $201 billion revenue, $60.5 billion profit, 3.58 billion daily users Spacex 2025: $18.7 billion revenue, $5 billion loss, no path to profitability published in the prospectus the market is pricing spacex higher than the most profitable social media company ever built, at 94 times revenue, on the assumption that starlink and starship both work, on time, at scale one of those is a business. the other is a bet on a future that has not arrived yet almost nobody buying this will read the 300 pages before june 12. that gap is the only edge available Read the article where Claude provided me with a more detailed analysis of the 300-page document

plutos

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Flood reveals he missed Thanksgiving with his family so he could buy Hyperliquid at launch “I told them, look, this is a once in a lifetime event and I gotta be here for the inception. I gotta be able to trade it because I feel like it's going to open too cheap and it did” “You could have bought Hyperliquid for a billion dollars. Of the hour one, day one volume, there was close to $100,000,000 of volume. You probably could have bought $20M to $30M worth of HYPE at $3” “People were selling first day because they're saying there's a bunch of money in my account. I gotta grab this and go. That’s been the psychology that has been rewarded in crypto because most crypto things have been totally fraudulent or not as promised” “With Hyperliquid, if you took a second and you thought about it, you're like wow, this exchange is not only good but it's going to get better because the team is actually unbelievable and they truly care about the product” “This is something where you're not just pricing in where it's at today, you're also pricing in growth. Crypto people forget the best assets grow. The best assets grow and compound”

Flood reveals he missed Thanksgiving with his family so he could buy Hyperliquid at launch “I told them, look, this is a once in a lifetime event and I gotta be here for the inception. I gotta be able to trade it because I feel like it's going to open too cheap and it did” “You could have bought Hyperliquid for a billion dollars. Of the hour one, day one volume, there was close to $100,000,000 of volume. You probably could have bought $20M to $30M worth of HYPE at $3” “People were selling first day because they're saying there's a bunch of money in my account. I gotta grab this and go. That’s been the psychology that has been rewarded in crypto because most crypto things have been totally fraudulent or not as promised” “With Hyperliquid, if you took a second and you thought about it, you're like wow, this exchange is not only good but it's going to get better because the team is actually unbelievable and they truly care about the product” “This is something where you're not just pricing in where it's at today, you're also pricing in growth. Crypto people forget the best assets grow. The best assets grow and compound”

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75,900 Aufrufe • vor 2 Monaten

JUST IN: Strategy’s Michael Saylor just said, "The idea of digital credit is to give a bank account to a billion people that pays them 10% without volatility." "We've invested $60 billion in a crypto reactor to create $10-20 billion a year high yield bank account backed by #Bitcoin that will grow 30-50% a year." "What I would recommend to my friends and family is $STRC." 🔥🚀

JUST IN: Strategy’s Michael Saylor just said, "The idea of digital credit is to give a bank account to a billion people that pays them 10% without volatility." "We've invested $60 billion in a crypto reactor to create $10-20 billion a year high yield bank account backed by #Bitcoin that will grow 30-50% a year." "What I would recommend to my friends and family is $STRC." 🔥🚀

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Arkansas farmer: It's a far cry from what we need. Just the loss in corn this year was over $16 billion. The loss in soybeans is around $11 billion. Cotton and rice are even bigger losses than that. $12 billion is not going to make up for this one year.

Arkansas farmer: It's a far cry from what we need. Just the loss in corn this year was over $16 billion. The loss in soybeans is around $11 billion. Cotton and rice are even bigger losses than that. $12 billion is not going to make up for this one year.

FactPost

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David Friedberg: Why Google Is Still a Money-Making Machine "There's a lot of resiliency in Google that I don't think people have given the company credit for. What earnings show is that there's significant growth. $9 billion in YouTube, $7.5 billion in non-Google ads, $10 billion in subscriptions with 270 million subscribers across subscription businesses, $12 billion in cloud revenue, which is growing 30% year over year. There's a lot of resiliency even if you take out search." david friedberg on The All-In Podcast with Andrew Ross Sorkin, Chamath Palihapitiya, and David Sacks

David Friedberg: Why Google Is Still a Money-Making Machine "There's a lot of resiliency in Google that I don't think people have given the company credit for. What earnings show is that there's significant growth. $9 billion in YouTube, $7.5 billion in non-Google ads, $10 billion in subscriptions with 270 million subscribers across subscription businesses, $12 billion in cloud revenue, which is growing 30% year over year. There's a lot of resiliency even if you take out search." david friedberg on The All-In Podcast with Andrew Ross Sorkin, Chamath Palihapitiya, and David Sacks

Overlap: Business & Tech

56,755 Aufrufe • vor 1 Jahr

$177 billion in profit, $97 billion to shareholders, $34 billion in stock buybacks. In one year. Profit isn't the problem — companies that take real risks deserve real returns. The question is whether a sector with numbers like that actually needs patient-funded monopoly pricing to survive, or just calls it that because the word holds up better in a hearing than the alternative does.

$177 billion in profit, $97 billion to shareholders, $34 billion in stock buybacks. In one year. Profit isn't the problem — companies that take real risks deserve real returns. The question is whether a sector with numbers like that actually needs patient-funded monopoly pricing to survive, or just calls it that because the word holds up better in a hearing than the alternative does.

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Ron Baron in a new video says each Tesla Cybercab could generate the company $40,000 in profits per year. He sees Robotaxi generating over $120B in revenue per year in the not too distant future. "They’re switching to having a car that they’re going to make for themselves, costing them about $30,000, and doing at least a million of them a year. And on those cars, Waymo does 66,000 revenue miles a year. They charge $3 a mile. We’re probably going to charge less than that. I would guess $1 or $2. But if we charge $1, that would give us $60,000 in revenues a car, $40,000 roughly in profit per year for a car that costs us $30,000 and lasts a million miles, therefore forever. And what Tesla would be at that point is $40 billion of profit in year one, $80 billion in year two, $120 billion in year three. And on top of that, you’re then going to have robots, which he thinks is the biggest product ever."

Ron Baron in a new video says each Tesla Cybercab could generate the company $40,000 in profits per year. He sees Robotaxi generating over $120B in revenue per year in the not too distant future. "They’re switching to having a car that they’re going to make for themselves, costing them about $30,000, and doing at least a million of them a year. And on those cars, Waymo does 66,000 revenue miles a year. They charge $3 a mile. We’re probably going to charge less than that. I would guess $1 or $2. But if we charge $1, that would give us $60,000 in revenues a car, $40,000 roughly in profit per year for a car that costs us $30,000 and lasts a million miles, therefore forever. And what Tesla would be at that point is $40 billion of profit in year one, $80 billion in year two, $120 billion in year three. And on top of that, you’re then going to have robots, which he thinks is the biggest product ever."

Nic Cruz Patane

146,265 Aufrufe • vor 20 Tagen

Introducing: A real-time analytics dashboard for tracking the performance and dominance of Hyperliquid. brings the full picture of Hyperliquid into one dashboard. $HYPE economics, HIP-3, HIP-4, builder activity, and more. • $HYPE economics in real time: price, fees, revenue, supply burned, AF buybacks, TWAPs, the unstaking queue, validator economics • Hyperliquid market share against every major perp DEX, L1, and CEX | by volume and open interest • Full coverage of HIP-1, HIP-3, and HIP-4 | live deploy auctions, deployer rankings, pre-IPO perps, trade.xyz vs TradFi volumes, weekend RWA mission control, and outcome markets • Wall Street on Hyperliquid | HYPE spot ETFs (BHYP, THYP), the full ETF filing pipeline, every digital-asset-treasury company tracked against BTC/ETH/SOL incumbents, and HL revenue/FDV/P/E vs HOOD, NDAQ, CME, ICE, IBKR • Builder code revenue and HyperEVM activity, tracked in detail • Live capital migration into Hyperliquid from every chain • Stablecoin growth on Hyperliquid, across both HyperCore and HyperEVM • Yield on Hyperliquid | APRs, TVLs, and strategies for every lending market, LST, LP, and vault, HLP included • ~200 ecosystem projects indexed and searchable through a unified command palette. Native localization in English, Chinese, Japanese, Korean, Russian, Spanish, French, Vietnamese, Indonesian, Malay, and Hindi is a public good for the Hyperliquid community. Built to make the underlying of Hyperliquid easy to understand, and its growth simple to share. Hyperliquid.

Introducing: A real-time analytics dashboard for tracking the performance and dominance of Hyperliquid. brings the full picture of Hyperliquid into one dashboard. $HYPE economics, HIP-3, HIP-4, builder activity, and more. • $HYPE economics in real time: price, fees, revenue, supply burned, AF buybacks, TWAPs, the unstaking queue, validator economics • Hyperliquid market share against every major perp DEX, L1, and CEX | by volume and open interest • Full coverage of HIP-1, HIP-3, and HIP-4 | live deploy auctions, deployer rankings, pre-IPO perps, trade.xyz vs TradFi volumes, weekend RWA mission control, and outcome markets • Wall Street on Hyperliquid | HYPE spot ETFs (BHYP, THYP), the full ETF filing pipeline, every digital-asset-treasury company tracked against BTC/ETH/SOL incumbents, and HL revenue/FDV/P/E vs HOOD, NDAQ, CME, ICE, IBKR • Builder code revenue and HyperEVM activity, tracked in detail • Live capital migration into Hyperliquid from every chain • Stablecoin growth on Hyperliquid, across both HyperCore and HyperEVM • Yield on Hyperliquid | APRs, TVLs, and strategies for every lending market, LST, LP, and vault, HLP included • ~200 ecosystem projects indexed and searchable through a unified command palette. Native localization in English, Chinese, Japanese, Korean, Russian, Spanish, French, Vietnamese, Indonesian, Malay, and Hindi is a public good for the Hyperliquid community. Built to make the underlying of Hyperliquid easy to understand, and its growth simple to share. Hyperliquid.

HL Eco

95,087 Aufrufe • vor 3 Monaten

Aster has now seen $1.26 trillion in cumulative perps volume... Since launch, leading perp DEX Aster 🥷 has seen an incredible $1.261 trillion in total trading volume. Indeed, in the last 30 days alone, $ASTER has driven a full $48.3 billion in perps volume, according to data from DefiLlama at time of writing. The platform appears to have cemented itself as the second largest perp DEX in the industry. Can it compete with Hyperliquid?

Aster has now seen $1.26 trillion in cumulative perps volume... Since launch, leading perp DEX Aster 🥷 has seen an incredible $1.261 trillion in total trading volume. Indeed, in the last 30 days alone, $ASTER has driven a full $48.3 billion in perps volume, according to data from DefiLlama at time of writing. The platform appears to have cemented itself as the second largest perp DEX in the industry. Can it compete with Hyperliquid?

BSCN

15,097 Aufrufe • vor 3 Monaten

. Haseeb ＞|＜ explains why Hyperliquid is rare - it has both the growth story and the cash flows "The reason Hyperliquid has been so successful is that it's both. There is a very credible and demonstrable growth story - not just that it's grown so much in market share, it's also expanded the market itself for onchain perps." "Trade XYZ alone, which is their HIP-3 markets, is bigger than the sixth and seventh biggest perp dexes just by themselves. Just that one product is bigger than all these other perp dexes." "They buy and burn their token, they have enormous amounts of cash flow - hundreds of millions of dollars every year. The revenue plus the growth story is what makes it such an explosive asset. Having those two together is very rare." Dragonfly ＞|＜

. Haseeb ＞|＜ explains why Hyperliquid is rare - it has both the growth story and the cash flows "The reason Hyperliquid has been so successful is that it's both. There is a very credible and demonstrable growth story - not just that it's grown so much in market share, it's also expanded the market itself for onchain perps." "Trade XYZ alone, which is their HIP-3 markets, is bigger than the sixth and seventh biggest perp dexes just by themselves. Just that one product is bigger than all these other perp dexes." "They buy and burn their token, they have enormous amounts of cash flow - hundreds of millions of dollars every year. The revenue plus the growth story is what makes it such an explosive asset. Having those two together is very rare." Dragonfly ＞|＜

MR SHIFT 🦁

23,419 Aufrufe • vor 1 Monat

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,631 Aufrufe • vor 3 Monaten

Ansem & Banks share their thoughts on Hyperliquid Ansem: “I think Hyperliquid is one of the most important applications not just in Crypto but also globally right now” Banks: “I own a ton of HYPE too, Jeff is the goat” Ansem: “It’s just a much better way for retail to speculate on assets other than options. I think perps are a way better product than options and in the future we’ll see that play out”

Ansem & Banks share their thoughts on Hyperliquid Ansem: “I think Hyperliquid is one of the most important applications not just in Crypto but also globally right now” Banks: “I own a ton of HYPE too, Jeff is the goat” Ansem: “It’s just a much better way for retail to speculate on assets other than options. I think perps are a way better product than options and in the future we’ll see that play out”

Jack

14,936 Aufrufe • vor 4 Monaten