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❤️‍🔥AGF 2024❤️‍🔥 이제야 조금 휴식을 취하고 있어요 그리고 그동안 계속 인사를 못드린 게 걸렸어요 사실 조금 힘들다 느꼈는데 돌아보니, 뒤에서 훨씬 더 고생해주신 분들이 있었네요. ㅠㅠ 진심으로 감사드립니다! 하나의 부스를 위해 기백명의 고생이 있었겠지요? 무대와 부스 기획부터 설치, 장비, 연출, 아나운서/크리에이터분들, 스탭분들, 프로모터분들, SOOP과 젠크리에이티브 - RZCOS, 그리고 라이온하트! 등등 다 헤아릴 수도 없이 많은 분들과 멋진 무대를 함께 할 수 있어 영광이었습니다! 지스타에 이어 힐다라는 캐릭터와 무려 한 달 남짓 함께하니 뭔가 더 애착이 생기네요! 게임 출시되면 찍먹이라도 한 번? >_< 그리고 가장 감사드리는 건 역시 이번 AGF를 방문해주시고, 최선을 다해 즐겨주신 분들이겠죠! 라이온하트 프로젝트C 부스를 방문해주셔서 감사합니다! 여러분들 덕에 정말 많이 힘이 났던 거 같아요!!! 모쪼록 재미있게 즐기셨길 바라며 또 다른 곳에서 뵙겠습니다 ;D❤️ 📸 @zevgraphy 바쁘셨을텐데 모델들 사진까지 찍으시느라 고생 많으셨습니다 🫡🫡 #라이온하트# #RZCOS# #ZENCREATIVE# #AGF2024# #ProjectC# #프로젝트C# #AGF# #힐다#

SpaceX 15-Year Investment @elonmusk My evaluation of a long-term bullish investment for SpaceX based on a 15-year investment horizon. The evaluation assumes SpaceX evolves beyond aerospace into a global infrastructure platform spanning communications, defense, transportation, AI infrastructure, and the emerging space economy. Key Value Drivers - Starlink broadband growth
- Direct-to-cell mobile connectivity
- Government and defense contracts
- Starship and launch-cost reduction
- Orbital infrastructure
- Lunar and Mars logistics
- Future industries enabled by low-cost access to space An extremely important development is the impact of large AI infrastructure contracts on the valuation of SpaceX. A key component of the bullish investment thesis is that the market may be underestimating the value of recurring AI compute revenue when compared with traditional launch and satellite communications businesses. Google AI Infrastructure Contract Recent reports indicate that Google entered into a computing capacity agreement with SpaceX valued at approximately $920 million per month. If maintained over the reported contract period, the agreement represents nearly $30 billion of contracted revenue. Anthropic Contract In addition to Google, reports indicate that Anthropic entered into a compute-capacity agreement valued at approximately $1.25 billion per month. Together, the Google and Anthropic contracts imply annualized revenue of approximately $26 billion. Why This Matters Many investors continue to value SpaceX primarily as a launch company and satellite communications provider. However, these AI-related contracts suggest the emergence of a third major business segment: AI infrastructure and compute services. Potential Strategic Position If SpaceX successfully integrates launch services, Starlink communications, AI infrastructure, and future orbital computing capabilities, the company could evolve into a hybrid of a cloud infrastructure provider, global telecommunications company, defense contractor, and transportation platform. Investment Implications Recurring infrastructure revenue generally receives higher valuation multiples than project-based revenue streams. Consequently, sustained growth in AI infrastructure revenue could materially alter the market’s perception of SpaceX and support valuation frameworks significantly above those used for traditional aerospace companies. Bull Case SpaceX becomes the dominant communications and transportation infrastructure provider for Earth and near-Earth economic activity. Starlink achieves global scale, Starship reaches full operational capability, and multiple new industries emerge around orbital infrastructure. Base Case SpaceX remains the global leader in launch services and satellite communications while generating strong growth from Starlink and defense-related revenue streams. Bear Case Growth continues but at a slower pace due to regulatory, competitive, technical, or capital allocation challenges. Comparison with Historic Winners Historically, Amazon, NVIDIA, Apple, Microsoft, and Tesla created extraordinary shareholder wealth by becoming platform companies rather than remaining confined to their original industries. The bullish SpaceX thesis assumes a similar transition. Key Risks The principal risks include execution risk, regulatory risk, geopolitical factors, competition, slower-than-expected adoption of space-based industries, and the possibility that SpaceX enables large industries without capturing most of the resulting value. Conclusion The bullish investment thesis is that SpaceX is transitioning from a launch and communications company into a foundational infrastructure platform serving communications, AI, defense, and future space-based industries. If successful, this transition could support valuation outcomes substantially above conventional aerospace benchmarks A bet on technological progress, and the emergence of a large space-based economy

Anti-CV Spent months chasing points, completing tasks and tracking leaderboards for rewards that never arrived At the time, I thought the payout was the goal Some campaigns paid less than expected Some testnets led nowhere Some airdrops never came What surprised me was realizing that the rewards were only part of the experience The people I met, the things I learned and the communities I discovered ended up being worth more than most of the payouts I was chasing My most marketable skill is probably knowing which dashboards are worth checking before I've had my first coffee Thanks @RallyOnChain for reminding me that not every valuable outcome fits neatly into a wallet Have you ever gone after the rewards and discovered something you didn't expect ? Which project was it ?

Pheasant Network: Building the Future of Cross-Chain Intents Interoperability remains one of the biggest challenges in crypto. Moving assets across chains is often slow, fragmented, and complicated. 🦚 @pheasantnetwork is tackling this problem with an intent-based infrastructure designed to make cross-chain interactions seamless, efficient, and user-friendly. Why is Pheasant Network gaining attention? ✅ Supports Ethereum and a growing ecosystem of Layer 2 networks ✅ Focused on intent-based execution and next-generation interoperability ✅ Over $200M in cross-chain transaction volume processed ✅ Backed by a recent $2M funding round ✅ Supported through ecosystem grants and collaborations across major blockchain networks ✅ Introducing Pheasant Points, creating strong engagement across the community 🔸 As the industry moves toward a future where users simply express what they want and protocols handle the complexity behind the scenes, projects like Pheasant Network are positioning themselves at the center of that evolution. 🔹 The combination of cross-chain infrastructure, intent execution, AI-powered automation, and growing ecosystem adoption makes this a project worth watching closely. The next wave of crypto won’t be about switching between chains manually. It will be about seamless experiences powered by intent-based networks. And Pheasant Network is building exactly that. ⚡ $PNT #pheasantnetwork#