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BREAKING: SpaceX donates @Starlink kits to help vulnerable children. Lagos State’s Ministry of Youth and Social Development received Starlink devices to improve care services via BEB Global. SpaceX’s wider grant covers 750 kits in 16 countries and 12 months of free internet.

This is not as good as it sounds, because Starlink required many satellites in low Earth orbit to achieve this bandwidth improvement globally. That said, there will ultimately be over 100k SpaceX communications satellites, most of which will be V4 or V5. Good chance that this system carries about half of global traffic.

Following Booster splashdown in the Gulf yesterday, SpaceX recovery teams were immediately onsite to safe the area. At the same time, our Environmental Health and Safety team is ensuring any debris that washes onshore is recovered. We’re committed to protecting and restoring Boca Chica Beach.

BREAKING: SpaceXSI completes MiniHard construction in just ~5 months, with Gun Range targeting a ~4-month build. According to SemiAnalysis, SpaceXSI is roughly halving construction timelines while most comparable projects face 8–12 month builds. • MiniHard: Construction finished in approximately 5 months. • Gun Range: The new site just south of the Tennessee–Mississippi state line is targeting approximately 4 months of construction. • Colossus 1: Its first retrofit delivered 150 MW of capacity in 122 days. • Colossus 2: A subsequent retrofit delivered 210 MW in just 91 days. • Project SPAM: Work started October 5, with the first capacity targeted for December. • Massive expansion: SemiAnalysis projects the Memphis–Mississippi campus will grow from 0.4 GW of IT capacity in January to 2.4 GW by the end of 2026. That would be a sixfold increase in one year. • Five major projects: The expansion spans Macrohard, MiniHard, Macroharder, Project SPAM and Gun Range. • Tesla powering the scale: SemiAnalysis reports 1,377 Tesla Megapacks across Colossus 2, providing nearly 6 GWh of battery storage. The construction timelines and capacity forecasts are SemiAnalysis estimates, with future milestones still targets. Elon Musk’s teams are bringing extraordinary speed and scale to the infrastructure powering AI.

50 Tbps per Starship is massive. Global international bandwidth is ~2,260 Tbps total. One flight adds over 2% of all cross-border capacity. It unlocks fiber-like speeds nearly everywhere, supports millions of concurrent high-res streams or AI transfers, and creates a resilient space mesh that reduces reliance on undersea cables while enabling high-bandwidth links for lunar and deep-space missions.

老马是真的把 $DOGE 忘了 所以说，为啥不要对太多币有太多信仰 今天 $DOGE 最低砸到 0.0621，币安现货 K 线上一次这么低，还是 2023 年 10 月 从 2024 年 12 月 0.484 的高点算，已经跌了 87% 离 2021 年那个 0.73 的历史高点，跌了 91% 同样挂着老马名字的三个资产，中期选举之后那一周 $SPCX +0.5% $TSLA -5% $DOGE -7% SpaceX 中间跌了 9% 又拉回来了，狗狗币一直没回头 更抽象的是 DOGE-1 一个全程用狗狗币付钱的月球任务，原本 2022 年要坐猎鹰 9 号上天，一拖再拖到现在 今年 2 月老马还说，SpaceX 明年大概会把 DOGE 送上月球 月球还没到，币价先回到了 2022 年下半年的位置 Dogecoin Labs 创始人这周更说，老马发推已经带不动币价了，这是健康的表现 确实健康，现在跌都不用等他发推，笑死 不会有人2026了手上还有狗狗币吧？

What's happening at Starbase, Texas is truly incredible. Deep in south Texas, Musk and his team have pulled in some of the most brilliant people on Earth to make space travel as normal and boring as air travel. The energy there is just insane. It feels like a modern day Manhattan project, but built for peace not war. The building pictured below is the actual factory where they build Starship, like a car factory for spaceships. You probably wouldn't have guessed it, since it looks like a nice office building. Most factories are cold and industrial but Starfactory feels warm, clean, with design touches that make you feel like you're in Silicon Valley. There's something really special happening here. I envy everyone who gets to work here and live here. Most people never get a chance to devote themselves to something so meaningful, something that potentially bends the river of human history. It kind of feels like a college town, except everyone's building spaceships instead of going to class.

聪明的朋友可能发现了，虽然BTC最低触及了66+, 但很多山寨币并没有下跌太多，比如 $Pump一夜价格没有任何波动。 这就是我经常说的理论，山寨没有那么多货可出了，也没有做市价值。 目前山寨币指数在54，以往的下跌末期都会降到30以下。 这不是偶然，是未来的趋势，BTC的波动会大于一些山寨币，反而更适合交易者操作，山寨的流动性逐渐被吸干，一些龙头会有更好的上涨，大部分逐渐死亡，不归零但没人交易。 所以抄底时也许可以多考虑一些标的。 Sharp observers might have noticed that even though BTC dipped to the $66,000+ range, many altcoins didn’t fall all that much—for instance, the price of $PUMP remained completely flat overnight. This aligns with a theory I often discuss: there simply isn’t much supply left to dump in the altcoin market, nor is there much value in market-making for these assets. The current altcoin index sits at 54; historically, toward the end of a market decline, this figure typically drops below 30. This is no coincidence—it’s a sign of a broader trend. BTC’s volatility is now exceeding that of many altcoins, making it a better vehicle for traders. Meanwhile, liquidity in the altcoin space is gradually drying up. While a few leading tokens may still see significant gains, the vast majority are effectively dying—not necessarily hitting zero, but simply becoming illiquid with no trading activity. Therefore, when looking for "buy-the-dip" opportunities, you might want to be more selective about which assets you target.

🚀 马斯克的星舰第15次试飞，简直比电影还刺激！ 原本计划挑战历史首次双回收，结果B22助推器回收失败，最后竟然像易拉罐一样瘪了进去！第三方镜头还拍下了疑似FTS启动后的爆炸画面！ 但真正的反转来了！S42飞船不仅成功进入地球轨道，还一口气释放了26颗星链V3卫星！新增网络带宽相当于约10次猎鹰9号星链发射！ 更震撼的是，星舰还拍到了太空日出！甚至连野兽先生亲手安装的隔热瓦，都成了这次任务的一个看点。 而这还没结束！S42计划绕地球飞行约14圈，最后挑战历史上第一次飞船塔架回收！ 助推器爆炸，飞船却创造了新的突破！22小时的终极考验，才刚刚开始！ 🎬 一口气看完星舰第15次试飞，所有关键细节都在视频里！ #SpaceX# #Starship# #星舰# #马斯克#

史上最大的合并要来了？ 上个月老马 @elonmusk 刚说@Tesla 和SpaceX @SpaceX 合并是个好主意，这才几周，彭博就说 SpaceX $SPCX 和特斯拉 $TSLA 已经谈到换股条款，最早 12 月官宣。 SpaceX 约 $1.9万亿，特斯拉约 $1.55万亿，如果合并，有机会冲击市值第一。 马斯克再趁这个时候，把黄仁勋邀请来SpaceX的话，岂不是无敌？ 嗯，大家被套在 $200+ 的 $SPCX 有救了！