@behrin

Market currently pricing $STRC at a 15% required yield. I wonder if Saylor increases above 12% soon or the market accepts this risk rate.

This is the future of crypto

There were signs https://t.co/B40eDNcfN6

Private markets aren't illiquid. Bad access is illiquid. In April, Anthropic secondary hit $1T while its February primary was 380B. The secondary market saw the val growth before institutions updated models. Then Series H came in at $965B, the secondary pricing was right. Meanwhile $600M in OpenAI shares sit unsold. Same asset class. Completely different liquidity. SpaceX IPO'd at $135, surged past $2T day one. The investors who accessed restricted shares privately before the IPO locked in returns the public never saw. The market isn't frozen. It's just not public. Access shapes liquidity more than most think.

How to create billions of dollars from air (space) $SPCX Step 1: Buy Twitter for $44B (Oct 2022), fire most staff, lose most ad revenue. Step 2: AI startup xAI “acquires" X for $125B - $1B cash generated, zero value created. (Mar 2025) Step 3: SpaceX "acquires" xAI at $250B -$1.25T combined valuation. Nice 100% return in a year. (Feb 2026) Step 4: List SpaceX at $1.75T, 4% float, get index inclusion rules changed, shorten lock-ups, let leveraged ETFs squeeze it higher. Increase valuation $500B in 4 months. (June 2026) X stake now up 180%. Financial engineering masterclass. Step 5: Combine with Tesla.