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Ree Fonteyn | The Long Game

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Orbital Compute Tracker, Day 1 Compute sats launched: - SpaceX: 0 (Musk target Q4 2027) - Starcloud: 1 (H100, Nov 2025) - Google Suncatcher: 1 (4 TPUs, Oct 2026) - China Three-Body: 14 (2025-26) My take: SpaceX was the ride for both US rivals. NFA https://t.co/uEUe9ZE148 https://t.co/XAB2UBecj0

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Orbital Compute Tracker, Day 2 New: Cowboy Space unveiled Big Iron, a rocket whose upper stage would become a megawatt-class data centre in orbit. First flight targeted 2028. My take: Its first sat rode a Falcon 9. Owning launch is the $SPCX edge. NFA https://t.co/SVLrr36yjo

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$SPCX wants data centres in orbit. I'm tracking the race every day. 🛰️ Orbital Compute Tracker • Starship & Falcon launches • Starlink & compute sats in orbit • SpaceX vs the rivals • Every number sourced • What it means for the long game Daily from Australia. NFA.

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People saying BMNR buying more ETH = dilution are missing the flywheel. Raise capital → Buy ETH → Stake ETH → Earn more ETH → Tighten liquid supply 🔄 If ETH/NAV per share keeps rising, that’s what matters. More ETH. More staking. More ETH per share. $BMNR $ETH https://t.co/GSS4474wow