SpaceX will attempt to catch both the Super Heavy booster and Starship on the upcoming flight.
If both are successful, it will mark the first time that all parts of an orbital rocket return to Earth intact.
This is the critical breakthrough needed to make life multiplanetary.
More than a dozen flight tests and years of development, with countless hours worked by SpaceX engineers and technicians, all come down to this: the first orbital Starship launch carrying advanced Starlink satellites bound for space.
Watch “Go For Orbit” and experience the moments behind flying the most ambitious Starship mission yet
Hiyoko retweeted
Florida elected a Republican governor who backed a U.S. Bitcoin reserve. Texas elected a Democratic senator who voted to create one for his state. The case for holding Bitcoin crosses party lines.
Hiyoko retweeted
too afraid to put 100% of your wealth in bitcoin?
just do 10% and wait 3-5 years
then nearly 100% of your wealth will magically be in bitcoin
Hiyoko retweeted
They said Elon would destroy it.
Today X is the #1 news app in 167 countries.
And on Election Day, you can see it live: results, breaking updates, real people reporting from the ground, all happening right here, in real time.
Not bought. Not forced. Organic. Real. Alive.
Hundreds of millions of views every single day.
Breaking news doesn't happen on TV anymore. It happens on X, first.
They doubted. X delivered.
Hiyoko retweeted
In 1989, a 17-year-old Elon Musk landed in Montreal with about $4,000, half from his mom, Maye, who cashed out a stock account she had opened with money she'd won in a beauty contest as a teenager, and a list of relatives he had never met.
The uncle he planned to call had already left town, so he checked into a youth hostel, shared a room with five strangers, and after a week bought a $100 Greyhound pass to cross Canada to a cousin's farm in Saskatchewan.
Somewhere along the way the driver unloaded his suitcase with his traveler's checks and clothes, and all he had left was a backpack full of books, while getting the checks replaced took weeks.
Elon called his cousin with the coins in his pocket and spent weeks cleaning grain bins and helping raise a barn, celebrating his 18th birthday with a homemade cake on his cousin’s farm. Then he rode on to Vancouver and chose the hardest job on the board, cleaning lumber mill boilers for $18 an hour.
Elon has always been strong-willed and never shied away from the most challenging work to achieve his goals. That is true determination! I admire him for that 🩵
I am not worried at all about $SATA.
It's spent almost a month below par but it's comfortably holding above $95.
Before anyone brings up my posts on $STRC, it's important to understand the nuance here.
Strive hasn't spent a single cent on buybacks. It has just launched another preferred, $SATS, which inevitably pulled some capital out of $SATA. Bitcoin's price action has also contributed to the move away from par.
I don't think they should consider buybacks at this stage.
Instead, they could do nothing and wait for Bitcoin to stabilise or move higher. Failing that they could raise the yield. It's a variable rate after all.
$SATA has $1.4B of notional outstanding, so each 0.25% increase in the rate only costs $3.5M a year. I'd happily see it go to 13.25% or 13.5% to stimulate demand. Even 13.5% would only cost $7M a year in extra dividends.
People worry about how hard it would be to bring the rate back down but that fear is overblown. It's a variable rate and holders should expect it to move. If a cut ever comes, it will be because demand for the product is very strong.
Anyone who wants a fixed rate can buy $SATS.
Hiyoko retweeted
$MSTR IS SUPERIOR FOR DIGITAL CREDIT
You have to look at: 1. Coverage 2. Stability 3. Payment Liquidity.
You also need to look at it as an equity investor. You would want the lowest cost of capital.
Hiyoko retweeted
It's easy to be bullish on Bitcoin.
The 4-year moving average of Bitcoin's realized price is the market’s smoothed cost basis.
It is the slow, load-bearing floor under the entire asset, and it is still compounding at over 25% a year after a full decade of adoption.
YoY growth of the 4Y realized price MA:
2014: $101.41 - baseline
2015: $173.28 - 70.87%
2016: $259.03 - 49.49%
2017: $575.93 - 122.34%
2018: $1,771.48 - 207.59%
2019: $2,954.05 - 66.76%
2020: $4,404.72 - 49.11%
2021: $8,872.92 - 101.44%
2022: $13,243.06 - 49.25%
2023: $17,061.38 - 28.83%
2024: $23,065.68 - 35.19%
2025: $30,509.71 - 32.27%
2026 (trailing 12M): $36,979.01 - 26.65%
Three halvings, three “generational” crashes, and countless obituaries later, the smoothed floor still compounds at 25–35% a year:
Hiyoko retweeted
🚨 Appel à Marine Le Pen. 🚨
Si tu te retrouves un jour en face-à-face avec Christine Lagarde, voici comment la corneriser. Et je ne suis pas le seul : plein de gens compétents seraient prêts à t'aider.
La règle d'or : ne jamais accepter son terrain. Si tu débats de taux directeurs, de spreads et de balance commerciale avec elle, tu perds. Elle a passé quarante ans là-dedans. Le coup gagnant, ce n'est pas d'être plus technique qu'elle. C'est de dire que sa technique est fausse.
La macroéconomie telle qu'elle la pratique ne devrait pas exister. Hayek appelait ça la « prétention de la connaissance » : l'idée qu'une poignée de technocrates à Francfort peut fixer le prix de l'argent pour 350 millions de personnes mieux que des millions d'individus libres qui échangent entre eux. Le taux d'intérêt est le prix le plus important de toute l'économie.
Le fixer d'en haut, c'est du Gosplan avec des costumes mieux coupés. Mises, Hayek et Friedman l'ont expliqué il y a des décennies, et un siècle de crises leur a donné raison.
Simulation.
Lagarde : « Madame Le Pen, votre programme est économiquement irréaliste. »
Toi : « Parlons de réalisme. Fin 2021, votre institution prévoyait environ 3 % d'inflation pour 2022. On a eu plus de 8 %. Vous disiez qu'elle serait transitoire. Les Français, eux, l'ont payée au supermarché. Vos modèles n'ont vu venir ni 2008, ni l'inflation. Ce n'est pas une science, c'est de l'astrologie avec des tableaux Excel. »
Lagarde : « La BCE a protégé l'économie européenne pendant le Covid. »
Toi : « Vous avez créé des milliers de milliards d'euros et maintenu des taux négatifs pendant huit ans. Qui en a profité ? Ceux qui sont le plus près du robinet : les banques, les États, les détenteurs d'actifs. C'est l'effet Cantillon. L'immobilier et la bourse ont explosé, et le jeune qui voulait acheter son appartement s'est retrouvé exclu. Votre politique monétaire est la machine à inégalités la plus puissante d'Europe. Et elle n'est jamais passée devant un seul électeur. »
Lagarde : « Sans banque centrale active, on aurait revécu 1929. »
Toi : « 1929, parlons-en. Dans les années 20, la Fed inonde l'économie de crédit bon marché et gonfle la bulle. Puis entre 1929 et 1933, elle laisse la masse monétaire s'effondrer d'un tiers. Ce n'est pas moi qui le dis : en 2002, Ben Bernanke, futur président de la Fed, a reconnu devant Milton Friedman que la Fed avait causé la Grande Dépression. Il s'est excusé. Une banque centrale qui gonfle, puis qui étrangle : le problème, ce n'est pas le marché, c'est le pilote. »
Lagarde : « 2008, c'était la faute d'un marché dérégulé. »
Toi : « 2008 : Greenspan descend les taux à 1 %, l'État américain pousse le crédit immobilier via Fannie Mae et Freddie Mac, garantis par le contribuable. On fabrique une bulle avec de l'argent public et des garanties publiques, puis on accuse le marché quand elle éclate. Les années 70 : fin de l'étalon-or, planche à billets, inflation à deux chiffres. La crise de la zone euro : un taux unique pour des économies qui n'ont rien à voir, des États surendettés. À chaque fois, au départ, le même acteur : celui qui contrôle la monnaie et la dette. Jamais l'entrepreneur. »
Lagarde : « Vous êtes irresponsable sur la dette. »
Toi : « Vous étiez ministre de l'Économie de 2007 à 2011. La dette publique est passée d'environ 64 % à 85 % du PIB. Et vous quittez la BCE après des pertes historiques. Une banque centrale qui perd de l'argent en fabriquant de l'argent, il fallait le faire. »
Lagarde : « Que proposez-vous, alors ? »
Toi : « Moins. Une monnaie qu'on arrête de manipuler. Des taux fixés par l'épargne réelle, pas par un comité. Un État qui arrête de vivre à crédit. Et la confiance dans ce que des millions de gens libres construisent quand on les laisse faire. L'ordre spontané fonctionne mieux que votre planification. Il a juste un défaut : il n'a pas besoin de vous. »
Voilà. Pas besoin d'être plus technique qu'elle. Il suffit de refuser son postulat.
Hiyoko retweeted
So let me get this straight...
The market is selling off AI stocks bc the largest and smartest companies in the world decided to go negative fcf for a few quarters
Because they believe investing in AI infra is better than holding cash or buying back their stock
Yet the market is selling all the stocks that receive the capital from the largest and smartest companies in the world to build out their AI infra
Ok cool, got it
Excuse me while I go pile my capital into more AI stocks
Why is the stock market getting NUKED right now?
Google -12.6%, Amazon -7%, Intel -25%, Nasdaq futures down 2%+... and it's happening after these companies posted some of the best cloud growth we've EVER seen
Here's what you need to know as an investor:
1. Google missed on revenue and EPS, search growth slowed to 12%, and free cash flow came in at NEGATIVE $9.07B after $51.4B of capex in a single quarter. The stock had its worst day in 20+ years and lost about $500B in value
2. Amazon piled on last night. AWS grew 39% (fastest in nearly 5 years) and Amazon posted its highest operating margin ever... but trailing 12-month free cash flow went to NEGATIVE $42.4B, from +$14.8B a year ago. And it signaled capex goes UP again next year
3. Intel finished the job. Weak Q4 guide, a PC slump, and a warning that it'll burn cash this year. Stock -25% premarket, dragging every chip name down with it.
One thing to note from all of this:
Nobody is worried about AI DEMAND. Demand is the one thing every company confirmed. Google Cloud more than doubled, Azure grew 48%, AWS is accelerating and still can't build capacity fast enough
So to be clear, demand is NOT the issue. Any bear who's focused on demand should be muted, they are out to lunch
The fear right now is the BILL
The 4 big hyperscalers free cash flow was -$26B combined. 3 of the 4 are now spending more than their businesses bring in
So they're borrowing more and more to fill that gap. Amazon's long-term debt went from $66B to $173B in just 9 months
These companies used to be the biggest cash machines on earth, buying back their own stock. Now they're issuing bonds to keep building. THAT'S the shift the market is repricing and struggling to wrap their head around... even though FCF is expected to go positive by the end of next year, and significantly higher into 2028
But here's the ironic part. Every dollar of that capex is REVENUE for somebody else: the chip, memory and power companies building this stuff out. Yet $MU is still down ~5% this morning. The market is selling the spenders AND the companies getting paid... it makes no sense!
I'm seeing people on X call this the AI bubble popping. Once again, I don't see it. Bubbles pop when demand dries up. Here demand is accelerating and these companies are spending MORE because they can't build fast enough. What's being repriced is how long investors are willing to wait for the cash
I continue to believe these dips are for buying and we go much higher as the market realizes that this negative fcf is only short-term and the revenue is showing up in many different places from AI
This is not a bubble, this is one of the greatest investing opportunities of our lifetime and the market continues to give us gifts at these prices. Take a look at what dips I'm buying and what my real-time portfolio looks like here: link.milkroad.com/t5837z
Don't forget to give me a follow @kylereidhead for more insights on AI and markets
Hiyoko retweeted
Apple is now the only Mag 7 stock that is outperforming the S&P 500 this year.
Why?
It generates more free cash flow than any other Mag 7 company while largely avoiding the AI spending binge that is draining its hyperscaler peers.
Video: youtube.com/watch?v=H5a4bfSl…
Hiyoko retweeted
The S&P 500 fell 1.8% last Friday, its 22nd decline so far this year with a loss above 1%. This is perfectly normal volatility for the stock market - the average year since 1928 has 29 large declines. Downside risk is the price of admission. Without it, there would be no reward.
Hiyoko retweeted
With today’s launch of @Tesla’s Robotaxi service in Fort Worth, Texas, its unsupervised Robotaxi geofences now cover a combined ~1% of the entire U.S. population.
Hiyoko retweeted
📆 Nous arrivons dans les 2 mois les plus haussiers du S&P 500 d'après les statistiques historiques 🤓
👉 Novembre est haussier 69% du temps
👉 Décembre est haussier 74% du temps
Les stats restent des stats … L'avantage historique de ces 2 mois va t-il se confirmer selon vous ? 📈
The scale of Starlink is almost impossible to comprehend
Out of 16,848 active satellites in orbit as of October 31, 2026, 11,184 are Starlink
That's 66% of every active satellite humanity has in orbit
Just look at the numbers:
• Starlink: 11,184
• OneWeb: 651
• Amazon Kuiper: 391
• Qianfan (China): 257
• Iridium: 80
Starlink alone has nearly 2 TIMES more active satellites than every other operator on Earth COMBINED
And what's even more insane is how fast SpaceX built this
On May 24, 2019, Falcon 9 launched the first batch of 60 Starlink satellites
Just 2,717 days later, SpaceX is still launching batches of 27 satellites, including another mission on October 31
SpaceX has built the largest satellite constellation in human history, at a scale no other operator comes close to matching
And this is just the beginning
Hiyoko retweeted
Les investisseurs en ETF Monde possédaient Nvidia bien avant que tout le monde en parle.
Ils ne le savaient même pas.
C’est tout l’intérêt.
Hiyoko retweeted
The SP500 since 2008
🔴2008: -38.49%
🟢2009: 23.45%
🟢2010: 12.78%
🟢2011: 0.08%
🟢2012: 13.41%
🟢2013: 26.90%
🟢2014: 11.39%
🟢2015: 0.73%
🟢2016: 9.54%
🟢2017: 19.42%
🔴2018: -6.24%
🟢2019: 28.88%
🟢2020: 16.26%
🟢2021: 26.89%
🔴2022: -19.95%
🟢2023: 24.23%
🟢2024: 23.31%
🟢2025: 16.65%
🟢2026: 10.52% YTD
Hiyoko retweeted
📅 Il y a exactement 18 ans aujourd'hui, Satoshi Nakamoto a posté pour la première fois le Whitepaper du Bitcoin.
Le 31 Octobre 2008, le soir d'Halloween, un certain Satoshi Nakamoto publiait sur la Cryptography Mailing List un message annonçant la publication d’un document décrivant un nouveau concept de monnaie électronique de pair à pair :
« J’ai travaillé sur un nouveau système de paiement électronique entièrement peer-to-peer, sans tiers de confiance ».
Hiyoko retweeted
BREAKING: World's largest crypto exchange Binance hacked with over $5.6 billion stolen:
• $1.45 billion $BTC
• $875 million $ETH
• $234 million $TRX
• $50 million $XAUT
• $1.57 billion $USDT
• $823 million $USDC
• $75 million $WBETH
• $88.5 million $RLUSD
+ $447.5 million additional cryptocurrencies
This is the largest hack in crypto history.

































