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After a tough week, markets are showing signs of recovery. Bitcoin is back above $66,000, and a potential Iran deal, along with the spectacular SpaceX IPO, is boosting sentiment. The key question is whether this uptrend can be sustained.

SpaceX's IPO on Friday was a monumental event. The stock was priced at $135 per share (valuing the company at approximately $1.75 to $1.78 trillion) and surged 19% on its first day to close at $160. In after-hours trading, it reached $166, pushing the market cap to $2.2 trillion. This is the largest IPO ever.

Bull Case:

• Strong Revenue Growth: Revenue increased 95-fold last year to $18.7 billion.
• Starlink: 39% operating margin, nearly 10,000 satellites in orbit – 15 times more than its nearest competitor.
• AI Division (xAI/Grok): $3.2 billion in revenue last year, with Goldman Sachs and Morgan Stanley forecasting a potential of $190 to $322 billion by 2030.
• Index Inclusion: SpaceX is expected to join the Nasdaq 100 within 15 trading days, forcing passive funds to buy the stock.

Bear Case:

• Overvaluation: Morningstar sees fair value at $63 per share – 53% below the IPO price. The total addressable market (TAM) is estimated at $129 billion, not $1.6 trillion.
• Loss-Making: The company reported a loss of $4.9 billion in 2025.
• Lockup Expiry: In about 6 months, lockup periods for early investors (who have 50x to 100x gains) will end. A sale of just 10% of insider stock would flood the market with $175 billion in new supply.
• High Demand: The IPO was 3x oversubscribed. BlackRock alone placed a $5 billion order.

Monday:

• OpenAI confidentially filed for an IPO.
• Bank of America advised taking profits – a warning many ignored.

Tuesday:

• Bitcoin briefly fell to $61,000, pressured by a drone strike on an Apache helicopter in the Strait of Hormuz (asymmetric warfare: a $20,000 drone downing a $20 million helicopter).
• U.S. stocks lost $2 trillion in value.

Wednesday:

• Trump announced new strikes on Iranian infrastructure.
• Gold and silver fell to their lowest levels of 2026.
• U.S. CPI remained high – the highest since 2022.

Thursday:

• The European Central Bank (ECB) raised interest rates by 25 basis points (first major central bank to hike).
• Trump stated a deal with Iran was “near.”
• U.S. stock markets recovered by $1.1 trillion.

Friday:

• SpaceX IPO (detailed above).
• Anthropic restricted access to its newest AI models (Fable and Mythos) to U.S. users after a jailbreak was discovered.

Weekend:

• First inflows into Bitcoin ETFs in three weeks ($85.9 million).
• Deal with Iran apparently finalized – signing expected Friday in Switzerland. Oil prices dropped.

Bitcoin (BTC):

• Broke above the key support at $63,913 ($64,000) on Sunday, a bullish signal.
• Target: testing the TBO Fast Line near $66,700.
• Warning: A drop back below $64,000 could trigger a crash to $49,000.
• Never trust a Sunday pump!

Ethereum (ETH):

• Also showed a bullish bounce, but Aaron expects it to fall back below support.

Total Market Cap (Total3, excluding BTC and ETH):

• Many altcoins (Hype, Bitcoin Cash, Zcash, Near, Aave) also rallied.
• Expect an initial rise to a market cap of $1.96 trillion, followed by another correction.

Stablecoin Dominance:

• An indicator of potential Bitcoin/Ethereum correction. A rise signals capital outflows from crypto.

An image of an NBA victory ceremony where a spectator is (unwittingly) compared to Ethereum. Hilarious and memorable.

The SpaceX IPO and progress towards an Iran deal are driving a positive market mood. However, the critical days ahead are Wednesday (Fed) and Friday (Quad Witching). Investors should closely watch the technical levels for Bitcoin ($64,000) and the rhetoric from central banks. SpaceX's rally may face headwinds from the upcoming wave of insider selling (lockup expiry).

• Many variables affect extraction: pouring speed, height, laminar vs. turbulent flow, contact points, etc.
• Even seemingly consistent pouring often leads to inconsistent results.

• A device that maintains constant water flow – regardless of pouring technique.
• Consists of a water reservoir and a chamber below with a dispersion screen.
• Water accumulates and drips at a steady, predictable rate (max. ~1.5 g/s) onto the coffee bed.
• Similar to a Melodrip, but with fixed flow – no speeding up or slowing down.

• Prevents clogging: Gentle saturation reduces fines migration, improving filtration.
• Cleaner cups: The coffee bed acts as an additional filter, enhancing clarity and reducing bitterness.
• Reproducibility: One variable (pour rate) is eliminated; focus shifts to grind size and water temperature.

1. Bare kettle bloom (15 g coffee, 60 g water), then Gabby for the rest (165 g)
   • Water temperature: 88 °C → drops to ~78 °C during brew.
   • Brew time: about 3 minutes.
   • Result: 1.3 TDS, 16% extraction – preferred for light roasts, emphasizing floral and acidic notes.
2. Finer grind, same recipe
   • Extraction rises to 20.5% with 1.65 TDS.
   • More body and sweetness, but less nuance.
3. Single pour (12 g coffee, 200 g water) – to emulate cupping
   • Water temperature 83 °C, very coarse grind, well-rested coffee required.
   • Extraction approx. 17% at 1.15 TDS – very clear flavor separation.

• The Gabby Drip Master A is a tool for consistency – ideal for quality control or when you want to ditch the gooseneck kettle.
• Personal favorite: bloom with bare kettle, then use Gabby – yields the most balanced cups.
• Low extraction (around 16%) is preferred to highlight complexity and vibrancy, but higher extractions are easily achieved with a finer grind.

The case of Liz Barraza: On January 25, 2019, the 29-year-old was shot dead in front of her house in Tomball, Texas. Despite video footage and extensive investigations, the murder remains unsolved.

• Early morning: Liz is preparing a garage sale; her husband Sergio leaves for work at 6:48 AM.
• 6:47 AM: A dark Nissan Frontier (2013–2019) parks nearby; a disguised person gets out.
• Shots: After a brief conversation (Liz says a friendly

Summary follows...

This video explains how to actually build and preserve multi-generational wealth using crypto. It highlights the key differences between wealth creation and wealth preservation, offering a clear strategy.

🔍 The Four Critical Questions for Project Selection

• Real users? Does the project have active users?
• Reason to exist? Would it be missed if it disappeared?
• Demand independent of token price? Does utility remain during sideways markets?
• Value flow to the token? Is there a mechanical reason the token benefits?

Examples:

• Hyperliquid: Strong fee revenue ($419M in H1 2026), automatic buybacks. A real "cash flow" asset.
• Zcash: Minimal revenue, focused on private payments with fixed supply. Seen as "insurance against Bitcoin" (Naval Ravikant). Both pass the test of demand independent of price.

📉 Psychology and Risk Management

• Concentration over fragmentation: Holding 30 assets is like lottery tickets. Own a few strong projects.
• Drawdowns are normal: Bitcoin and Ethereum have historically dropped over 80%. Those without conviction sell at the bottom.
• Don't marry old favorites: New cycles reward new projects. Example: Cardano (ADA) never reclaimed its 2021 high, while Robinhood Chain attracted billions in volume within two months.

⚖️ Attack vs. Defense: The Right Balance

• Early stage: Higher risk for big gains (aggression).
• Later stage: More Bitcoin as a base (compressing drawdowns: from 93% to 53%). Bitcoin allocation should increase as portfolio grows.
• Take profits: No one knows the exact top. Scale out gradually.
• Never go to zero: Position size so you can't be wiped out.

🏛️ Estate & Family Planning

• Single key = single point of failure: Up to 3.8M Bitcoin are already lost. Legal structures (trusts, wills) and tax planning are essential.
• Williams Group study: 70% of wealth is gone by the second generation, 90% by the third. Main reasons: lack of communication (60%) and unprepared heirs (25%).
• History lesson: Rockefeller used trusts and preserved billions. Vanderbilt trusted judgment alone – the wealth vanished within a few generations.

Conclusion: With patience, a repeatable process, and smart structures, crypto can truly create generational wealth. Avoiding psychological pitfalls and reducing risk in time offers the best chances.

Summary follows...

Summary follows...