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Prepojenie s Banarasom aj v Bratislave! Včera sme si spolu s prezidentom Pellegrinim v Prezidentskom paláci v Bratislave prezreli fascinujúcu výstavu venovanú Váránasí vrátane diel slovenských umelcov, ktorí toto mesto nedávno navštívili. Umenie a kultúra majú skutočne jedinečnú schopnosť zbližovať ľudí. Moje uznanie patrí všetkým autorom, ktorých diela boli súčasťou tejto výstavy. @PellegriniP_

A Banaras connect in Bratislava! At the Presidential Palace in Bratislava yesterday, President Pellegrini and I viewed a fascinating exhibition centred on Varanasi, including works by Slovak artists who had recently visited the city. Art and culture truly have a unique ability to bring people closer. My compliments to all those whose works featured in this exhibition. @PellegriniP_

Was die meisten schon wieder vergessen haben: 2021 hat Elon Musk den Vereinten Nationen angeboten, für die Beendigung des Welthungers mit dem Verkauf eines Teils seiner Tesla-Aktien zu zahlen. Die einzige Bedingung: Die Vereinten Nationen legen transparent offen, wie genau dieser Betrag den Welthunger beenden würde und wie die Mittel eingesetzt werden. Natürlich haben die Vereinten Nationen das Angebot nicht angenommen. Sie hätten nämlich erklären müssen, wie es sein kann, dass seit den 1950er Jahren 2 BILLIONEN DOLLAR an „Entwicklungshilfen“ nach Afrika geflossen sind, sich aber in all den Jahren nichts zum Besseren entwickelt hat. Das Problem ist nicht Elon Musk. Das Problem sind korrupte Politiker, die dir sagen, dass Elon Musk das Problem wäre.

NEW: @Backpack'S TOKENIZED $SPCX SURPASSES $35M 24H VOLUME, LEADS TOKENIZED STOCK VOLUME ON @solana 24H AFTER $SPCX'S @Nasdaq DEBUT RECORDS 5X+ VOLUME OF NEXT $SPCX CONTENDER, 2ND IN LIQUIDITY AMONG TOKENIZED STOCKS @Backpack CEO @armaniferrante claims liquidity concentrates on the @Backpack variant because it's the only tokenized stock allowing cycling between Solana and Nasdaq, on/off-ramping from brokerage accounts, and redeemable rights to the underlying security.

📌 VI. Trigger Matrix (V2.0 – Observation Status Log) Observation Item Current Value Threshold Status Consecutive Days/Trend Super-Capital Concentration Risk 9.3 8.0 ESCALATION ↑ 1 day (new) AI Governance Risk 8.8 8.0 ESCALATION ↑ 1 day (new) Resilience Ratio 0.63 0.70 ESCALATION ↑ 4 days US-Iran Deal Signing Status 接近 Formal Signing WATCH — Brent Crude Oil Price 3-mo low — THRESHOLD_CROSSED 1 day New Ebola Health Zone (DRC) Confirmed spread — THRESHOLD_CROSSED 3 days EU Accession Talks Launched — THRESHOLD_CROSSED 1 day Items Near Threshold (Elevated Observation): Observation Item Current Value Threshold Current Status • Formal signing of US-Iran deal 接近 Formal Signing ALERT • SpaceX market cap stability Above $2T Drop below $2T WATCH • OpenAI probe scope expands Multi-state Federal involvement ALERT • G7 Summit statements on AI & trade 即将 held Substantive regulatory共识 WATCH • Cross-border Ebola spread Risk rising First邻国 confirmed case ALERT • Clustered cases in fan zones No reports Confirmed cluster transmission WATCH --- 📅 VII. Key Observation List for the Next 72 Hours Grade A Observations (High Impact): Observation Item Potential Impact if Triggered 1. Formal signing of US-Iran MOU Geopolitical entropy pressure declines further, but execution risk仍需 assessed. 2. SpaceX market cap stability above $2T Test of sustainability for super-capital concentration narrative. 3. OpenAI probe expands to federal level Potential further upgrade to AI governance risk level. 4. G7 Summit statements on AI & trade First collective test of institutional response capacity. Grade B Observations (Medium Impact): Observation Item 1. Expansion of Ebola outbreak zone in DRC 2. Subsequent日程 for EU accession negotiations 3. Public health data during FIFA World Cup --- 📜 VIII. CRI Calculation Summary (V1.6) Variable Weight Risk Score Weighted Contribution V_capital 20% 9.3 1.86 V_tech 18% 8.8 1.58 V_inst 18% 8.1 1.46 V_geo 15% 7.5 1.13 V_human 10% 7.6 0.76 V_expansion 8% 7.9 0.63 V_market 6% 7.2 0.43 V_energy_price 5% 6.5 0.33 Total 100% CRI = 8.2 Calibration Notes: Added V_capital variable (weight 20%) to reflect super-capital concentration as a new structural risk dimension. V_tech上调 to 8.8 (AI governance race launch). V_geo下调 to 7.5 (US-Iran deal接近, declining war risk). --- 📌 IX. Structural Conclusion On June 13, 2026, the global civilizational system's Resilience Ratio remains below the 0.70警戒线 for the fourth consecutive day. What is most worth recording today is not war – but the first time in human civilization that private wealth approaches the GDP of a中等发达国家. When a single entrepreneur owns a satellite network, rocket system, AI platform, energy network, financial capital, and global data流入口, civilization is entering a new organizational form: Transitioning from nation-state-led civilization to platform-infrastructure-led civilization. If the core question of the 20th century was "How to constrain state power?", then the core question of the latter half of the 21st century may well become "How to govern super-platform power."

Variational 出分了，拿了41.7分。 这是我做Perp以来体感最好的一周，吊打当时傻逼一样库库的拿脚本刷edgeX。 这周我的交易量2M左右，主要是5分钟级别手动交易，同时和 Decibel 做了RWA资产费率套利，本周总收益在1400U左右，积分属于白拿了！ 这一周的模式我 @cryptolfggo 定义说是钓鱼，每天钓够就收杆下班。在策略没出现大风险之前会持续使用。 Decibel 这周也有几千分，目前很容易Farm。我还有几个优惠手续费额度的码，需要的私我，没有玩Decibel的就不要占了。

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.