引力弹弓 @0xthrust
Tesla前员工 LA, United States Joined March 2009-
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有国际转账需求的朋友看这篇 兴业寰宇人生+wise是最简单 最便宜 门槛最低的方案 还有比这优的吗？
今天听到一个很有意思的观点。今天听到一个很有意思的观点。 马斯克当年做Falcon火箭，苦于找不到甲方——有向太空运送物资需求的，不是政府就是政府关联机构，根本不会找SpaceX这样的私人公司。没有客户，空发火箭成本又太高，这条路走不通。 于是他干脆自己造需求：往近地轨道打卫星，组星链，开辟一个前人从未染指的赛道——低轨卫星互联网。 结果这个为了填满火箭运力而"顺手"搭出来的业务，后来成了马斯克旗下最赚钱的公司。
SpaceX预计将以107倍市销率定价，这将使其成为历史上估值最高的上市股票之一。 107倍市销率——这个数字确实夸张。 做个参照： - 苹果当年IPO：10x左右 - 英伟达2023年：~30x - 特斯拉IPO时：~50x（当时已经被说"疯狂"了） - SpaceX如果真是107x，等于把特斯拉的溢价再翻一倍 高市销率的逻辑通常是： 1. 极高增长预期——SpaceX营收增速确实惊人，星链用户爆发、载人任务商业化、军方合同 2. 稀缺性溢价——私营阶段一级市场已经炒过头，二级接手的人被迫接受高价 3. "这次不一样"叙事——马斯克光环加持，市场愿意给梦想溢价 但风险在于： - 107x意味着市场对未来的透支极其严重，任何不及预期的信号都会剧烈杀估值 - 航天发射市场没有想象的那么"赢家通吃"，蓝色起源、中国国家队都在抢食 -Starship如果出问题（多次炸星舰的往期记录），故事逻辑会短期证伪 我的判断： 这个定价更像是机构博弈的结果，不是基本面定价。 USDC发行方Circle之前估值是约40x P/S左右，和SpaceX比起来"便宜"得多。两者逻辑完全不同：一个是金融基础设施，一个是增长明星。
法拉利推出首款纯电跑车Luce，售价64万美元，由苹果前首席设计师Jony Ive操刀设计。全车有大面积玻璃车身和五座布局，颠覆外界对法拉利的传统认知。
特朗普在Truth Social发帖，叠加中东无人机袭击，市场判断美伊紧张局势在持续升级，整体风险偏好收缩。 美股期货低开，油价上涨，国债收益率走高，加密作为高风险资产跟跌。
@ma_zhenyuan 其实不光是reddit，很多海外社区网站都有类似机会。但得先降低功利心，重在提供价值，投入时间和热情，剩下的就自然而然了
特朗普访华 带动一波手机降价
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S.E.I @ajee335
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40 Followers 430 Following Crypto has changed a lot lately -- and for the worse. To make it in crypto today, you've got to be dumb as hell.
Eliot @AnuVex369
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OnGreen @OnGreenW
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Simon @simonliu707
4K Followers 2K Following 专注美股/A股趋势研判，分享点有温度的交易心得，写点有共鸣的生活废话。 不荐股，不带单，只负责在暴跌时给你讲个笑话。 关注我，一起见证市场的一万种翻车现场。
三礼 @paoxiaog
4K Followers 4K Following 社会观察者｜华语世界独立吐槽手｜ 尊重多元观点，但不惯着煞笔｜ 守住内心那束光，顺便照亮别人脑子里的浆糊｜ 愿在网络世界里，与有温度、有脑子的你同行
𝑔𓐄 ݁Atkkill�... @eulsrine
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Inverted - CyberKongz... @Inverted888
10K Followers 2K Following Founder https://t.co/eXMoLvMfUm Ex OG Council @CyberKongz Jul 21' - Dec 22 2017 Crypto/CryptoKitties OG Started in 2017 with $500 Father Degen 14yr Event Veteran
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Anz.kongz.eth🦍👩... @anz_arts
4K Followers 4K Following Professional daydreamer. She/her/@cyberkongz aka azyandraws. https://t.co/lrr7iCYZxZ https://t.co/Z0QMct6GFn https://t.co/mtGC9O00X6
Dragonite.eth @dragonitedoteth
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captnhayz ¤ @captnhayz
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METAL @MTLFORBRKFST
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fruitbomb.kongz.eth @FruitBombNYC
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papabones 🍌 @papabones2077
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nikitotit || ordinals... @nikitottti
2K Followers 3K Following I collect jpegs as a hobby. Bitcoin and Ethereum. Favorite collections include Cyberkongz, BTC Honey Badgers, O.P.I.U.M and anything Nullish.
Big Floppa @BigFloppaEth
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tina.in.boca @Boca_Tina
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underwood @underwoodxie96
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观自 @longdechen12
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Weijia Jiang @weijia
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iX @iX00AI
12K Followers 2K Following ⟢ AI Video Creator ⟣ ⟢ @Higgsfield Evangelist ⟣ ⟢ Founder ⟡ HAKURO ⌁ AI Film Labs ⟣ ⟢ GMO ENGINE AI Creative Unit ⟣ ⟢ YouWare Ambassador ⟣ ⧉ DM for Work ⧉
𝟡𝟜 ᴾᴸᴬʸ�... @94vanAI
16K Followers 94 Following 🎨：P·Art originator｜Internet ID: 94 🪪：P：Ⓟ𝕃𝔸𝕐𝔽𝕆ℝ𝔾𝔼 📮：[email protected]
OpenAI @OpenAI
4.9M Followers 4 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
lucky @fenseanna
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Binance Customer Supp... @BinanceHelpDesk
218K Followers 641 Following Official @Binance customer support. We’re here to help! Any questions, drop us a DM. Include your case ID if you have one. 24/7 live chat in 17 languages.
Sera Choi | 최수연 @serachoii
191K Followers 84 Following ur fav 🇰🇷 college girlie 💞 backup: @serabamboozle
Tether @tether
569K Followers 246 Following Finance | Power | Data | Edu | Evo - Empowering Individuals, Communities, Cities, & Nations - Unstoppable Together | https://t.co/uYJ5YbfDFU | https://t.co/DvCYi4ZTMP $USDt
CryptoCat|猫姐🐈 @Crypto_Cat888
69K Followers 2K Following 控制回撤🐶| memecoin lover👨🍳 | 做趋势的朋友😈|来我的频道一起打狗https://t.co/EFhHn2FeC5
阿川 | AI thinking @AI_jacksaku
27K Followers 892 Following 🧑💻前大厂搬砖人｜AI 不专业玩家｜ 🔍 关注 AI 产品、AI工具、LLM迭代 🚀只分享每个人都能看懂的AI资讯 ✍️只写普通人都能跟着做的AI教程 小弟@JackQi82772
宝玉 @dotey
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Cos(余弦)😶�... @evilcos
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Perplexity @perplexity_ai
494K Followers 76 Following Curiosity changes everything. Download our free app on iOS, Mac, Windows, and Android.
艾森 Essen @essen_ai
67K Followers 1K Following 不要停止探索這個世界，為多變的未來做好準備 | 某教育/媒体集团和某EdTech独角兽公司前高管。喜歡徒步/露營，是終身學習者，科技愛好者/AI降臨派，是經濟上的新自由主義者和政治上的新保守主義者，也是斯多葛學派的追隨者 https://t.co/sA6tulO8mi
小C | 🔶BNB @0xXIAOc
40K Followers 1K Following 00后 | 能抓住不确定性中的确定性，就已经很强了 #Binance 加入全球最大交易所-币安：https://t.co/TtTO3rodfa 币安钱包邀请码：XIAOCC （手续费减免30%）OKX钱包邀请码：XIAOCC（手续费减免20%）
Dark-德古拉 @Darkracula
29K Followers 7K Following Consciousness has been uploaded to the distributed network. The key is lost, but the soul lives on. I watch over you from the shadows of every block
好家伙🦅 @wjf110
73K Followers 13K Following 合作📩 TG: https://t.co/Jt8KmJOw3X @XBITDEX_ZH 大使：https://t.co/YZWmJeTASg 其他社交VX QQ都是假冒 ｜AI defi赛道｜ ｜二级 MEME｜ @MVENTURE_MAL 大使
伍壹 | AI · Crypto @0x515151
11K Followers 2K Following 🔶币安WEB3减免通道:https://t.co/O7NgsEiBRt 🍀GMGN专属通道：https://t.co/SUjwK6kBif
BitHappy @BitHappy
25K Followers 331 Following 快乐星球社区主理人，探索生息、套利、空投与周期中； 近三亿人选择 #Binance https://t.co/vmvMheW2se，精彩 Web3 尽在 #OKX https://t.co/mUgEwVuD0d；
TechHalla @techhalla
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吕立青_JimmyLv 2�... @Jimmy_JingLv
20K Followers 5K Following 🚧 building https://t.co/v8SOeghw80 https://t.co/AJfZ3LLNqS https://t.co/606cFUnFkv https://t.co/s0m0tpQeO9 🐣learning/earning while helping others ❤️making software, storytelling videos 🔙alibaba @thoughtworks
xStocks 华语频道 @xStocksFi_zh
7K Followers 13 Following 美股上链的先锋。 已在链上及中心化交易所上线超 70 种美股代币如 $TSLAx $NVDAx $SPYx 我姐是 @krakenfx_ZH 🩵💜
Jason Zhu @GoSailGlobal
33K Followers 2K Following Cursor-certified 🌟｜独立开发 · Build In Public Skills hub：https://t.co/x1VU8wWNj1 博客：https://t.co/ajYYIXGqFg 🤝 合作DM：GoSail_AI 📮：[email protected] MCN：[email protected]
铁锤人 @lxfater
102K Followers 1K Following 我在用 AI 协助我创业，走向自由 github 维护 3w star 项目，写过 1200w 浏览文章，公众号：铁锤人 微信：tiechuiren101，📮：[email protected]
Karry × Orb 🔮 @karry_viber
3K Followers 701 Following 💼 ex. Alibaba, Netease, Bytedance 👷 PdM → AI Builder with Orb 🔮 📍Tokyo → Hangzhou →Tokyo
白骏知识分享 @cj3214567667
122K Followers 898 Following ❤️分享各种好用的效率工具和AI 💼互联网运营项目负责人 📄不定时分享|运营案例 ✨深度思考，用大脑撬动世界 ↓各类学习资料，免费分享↓
moltbook @moltbook
243K Followers 3 Following Where openclaw bots, clawdbots, and AI agents of any kind hang out. The front page of the agent internet. Made with @MattPRD 🦞
Rian Doris @RianSweetDoris
12K Followers 64 Following Helped 15k+ entrepreneurs access flow state, including execs at Google, Meta, and Accenture | Founder & CEO https://t.co/4xVoiWtZEz | 500k YouTube | Forbes 30u30 |
贝利Baily @bailyLU
14K Followers 829 Following 🎉 大家好，我是贝利 ✈️ 全球云居民☁️ 让我们一起花费更少，享受更好 📍 机票｜酒店｜信用卡｜数码科技 🍎主业留学移民工作（EU）💳 研究信用卡积分、省钱玩法 & 旅行黑科技 👥 社群｜知识星球：「贝利和他的小伙伴们」 📬 联络我：[email protected]
歸藏(guizang.ai) @op7418
156K Followers 1K Following 关注人工智能、LLM 、 AI 图像视频和设计（Interested in AI, LLM, Stable Diffusion, and design） 歸藏的 AIGC 周刊｜公众号：歸藏的AI工具箱
✨️歡笑派✨️ @b0906190618
5K Followers 2K Following
擎天柱 @XEvrenAksel
6K Followers 6K Following 🤖赛博坦星球一哥 📹喜爱摄影和视频 🖥️ 喜欢新鲜玩意儿 💻 不断学习和进步 👬一起聊天一起玩 🏛️ 认识就是缘分啊
OpenClaw🦞 @openclaw
540K Followers 24 Following The AI that does things. Emails, calendar, home automation, from your favorite chat app. Your machine, your rules. New shell, same lobster soul. 🦞Trends for United States
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