research.33fg
Orbital Compute Energy will be cheaper than Earth by 2030
In Part 1 of this series, we looked at the mass side of Elon Muskβs orbital compute vision: what satellite architectures are needed to reach 100 GW of compute in high Earth orbit without thousands of Starship launches every year. We showed that you only getβ¦
Experts forecast that by 2030, AI-powered computing in orbit will become cheaper than on Earth.
Currently, satellite-generated electricity is nearly twice as expensive as ground-based energy, but the decreasing cost of sending cargo into space could equalizeβor even significantly reduceβthis gap.
If launch costs drop to $500 per kilogram, βspaceβ energy will become roughly one-third cheaper, and at $100 β nearly twice as cheap.
Currently, satellite-generated electricity is nearly twice as expensive as ground-based energy, but the decreasing cost of sending cargo into space could equalizeβor even significantly reduceβthis gap.
If launch costs drop to $500 per kilogram, βspaceβ energy will become roughly one-third cheaper, and at $100 β nearly twice as cheap.
β€18π9π―9π₯7π1
Analyst: Order flow compares real buying/selling pressure with the strength of price change.
When they donβt align, hidden divergences occur: positive for hidden buying, negative for hidden selling. Sharp spikes indicate a serious imbalance.
Right now, BTC is still showing the largest hidden buying spike of the entire cycle.
Even after the recent drop, this signals that a strong upward reversal is more likely than not. It may take several weeks, but buyers are not out of fuel yet.
When they donβt align, hidden divergences occur: positive for hidden buying, negative for hidden selling. Sharp spikes indicate a serious imbalance.
Right now, BTC is still showing the largest hidden buying spike of the entire cycle.
Even after the recent drop, this signals that a strong upward reversal is more likely than not. It may take several weeks, but buyers are not out of fuel yet.
β€33π7
Sentiment: π¦π Ethereum has climbed back to $3,215 due to significant accumulation of the cryptocurrency by "sharks" on wallets holding 1,000 to 10,000 $ETH coins. These wallets have played a key role in the price growth of the #2 coin throughout 2025. Furthermore, the ETH network just added 190 thousand new wallets in a single day.
β€16π₯3π2
SpaceXβs Bitcoin holdings have decreased by $500 million over the past two months.
β The Bitcoin reserves of SpaceX, the aerospace company led by Elon Musk, have fallen from $1 billion to $456 million in the last two months. The main wallets tracked by Arkham now hold a total of 5,012 BTC.
β The most recent withdrawal occurred on December 5 from SpaceXβs address β144ZPβ¦β, which was fully emptied. A total of 1,083 BTC worth $99.8 million was moved to two other new addresses through Coinbase Prime.
β On November 26, SpaceX withdrew 1,163 BTC worth $105 million; on October 24 β 1,215 BTC worth $133 million. On October 21, it sent nearly 2.5k BTC worth $268 million to two new addresses. Several times during the fall, the wallet was replenished, but the overall balance decreased β partly due to Bitcoin withdrawals, and partly due to the assetβs price decline. Over the past month, BTC has fallen by 10%, and over the two months since its all-time high β by 27.5%.
SpaceX still ranks fourth among known private companies by the size of their Bitcoin holdings.
SpaceX still ranks fourth among known private companies by the size of their Bitcoin holdings.
Please open Telegram to view this post
VIEW IN TELEGRAM
β€16π―5π₯3
With the launch of all the new BLOCKCHAINS, one might think Ethereum would be losing DeFi market share.
But the opposite is true.
Since December 2024, Ethereum's share of total TVL has actually increased by 13%.
The more chains that appear, the more Ethereum solidifies its position.
But the opposite is true.
Since December 2024, Ethereum's share of total TVL has actually increased by 13%.
The more chains that appear, the more Ethereum solidifies its position.
β€16π«‘4π3π1
According to BitcoinTreasuries.net, Bitcoin miners could drive corporate adoption of cryptocurrencies as the pace of cryptocurrency bond purchases slows down.
β€20π€15π―5π₯4
BitMine purchased an additional 102,259 ETH last week β the company now holds nearly 4,000,000 ETH worth $12.4 billion.
The average purchase price is $3,074, and the company still has around $1 billion on its balance sheet for further acquisitions.
The average purchase price is $3,074, and the company still has around $1 billion on its balance sheet for further acquisitions.
PR Newswire
BitMine Immersion (BMNR) Announces ETH Holdings Reach 3.97 Million Tokens, and Total Crypto and Total Cash Holdings of $13.3 Billion
BitMine now owns more than 3.2% of the ETH token supply, two-thirds of the way to the 'Alchemy of 5%' BitMine Crypto + Total Cash Holdings + "Moonshots" total...
β€13π―6π₯3π±2
Sentiment: π± After yesterday's drop, retail investors have largely switched to bearish-aligned cryptocurrencies. Historically, this is a good sign because high levels of:
π¦ Blue bars indicate the presence of disinformation, and prices usually fluctuate.
π₯ Red bars indicate Fear Of Missing Out (FOMO), and prices usually fall.
π¦ Blue bars indicate the presence of disinformation, and prices usually fluctuate.
π₯ Red bars indicate Fear Of Missing Out (FOMO), and prices usually fall.
β€19π7π―6β4π€3
The Evolution of Memecoins
πΉ It began with $DOGE in 2013 and surged in popularity during the 2020β2022 bull market as retail investor activity increased.
πΉ Since then, each cycle has introduced new meta-games, animals, Solana memes, AI, and PolitFi, reflecting shifts in liquidity and market sentiment.
πΉ It began with $DOGE in 2013 and surged in popularity during the 2020β2022 bull market as retail investor activity increased.
πΉ Since then, each cycle has introduced new meta-games, animals, Solana memes, AI, and PolitFi, reflecting shifts in liquidity and market sentiment.
β€23π4π―4π₯3π€3π2π€1
CryptoQuant CEO: Capital Inflow into Bitcoin Has Dried Up.
Now liquidity channels have become more diversified, so attempts to time the influx of funds are pointless. Institutional investors holding assets for the long term have broken the old cycle of selling by large investors and retail sellers. MSTR does not plan to offload a significant portion of its 673K BTC.
The money has simply flowed into stocks and shiny rocks. I don't think we will see a crash of more than 50% from the all-time high, as happened in previous bear markets. It will just be a boring sideways movement for the next several months.
Now liquidity channels have become more diversified, so attempts to time the influx of funds are pointless. Institutional investors holding assets for the long term have broken the old cycle of selling by large investors and retail sellers. MSTR does not plan to offload a significant portion of its 673K BTC.
The money has simply flowed into stocks and shiny rocks. I don't think we will see a crash of more than 50% from the all-time high, as happened in previous bear markets. It will just be a boring sideways movement for the next several months.
β€27π8π€6π―3β2π₯1