Is it healthy that blockspace fees are trending to zero over time???Sort of, let me explain what's happening with this.If you look at cumulative fees spent over the last 7 years or so, its up and to the right. More fees, more volume across all chains. However, within this broader secular trend, the actual fees on each chain have gone down signficantly. Think about EIP1559 for Ethereum L1, then blobs for L2s, then altDA. This also applies to network upgrades like Avalanche had recently.This is an argument fo ...

“The moon and Mars are often thought of as some escape hatch for rich people. But it won't be that at all.For the early people who go to Mars, it'll be dangerous. I mean, really, it kind of reads like Shackleton's ad for Antarctic explorers: Difficult, dangerous, good chance you'll die. Excitement for those who survive. That kind of thing.” ...

Elon Musk"In order to make Mars work, we need the next generation of rockets and spacecraft.We think we've got something that will enable people to move to Mars for approximately half a million dollars.And you can get a free return ticket with that”https://t.co/biveT5caMR ...

RT Kiko Dontchev (@TurkeyBeaver)Great job to all who sailed on M/V Megan and made the @SpaceX human spaceflight program truly unique! We chartered Megan, then GO Searcher, in 2016 to learn how to recover payload fairings. After extensive modifications to support Dragon, we learned how to recover astronauts after human spaceflight missions with Megan – helping set the stage for the return of human spaceflight to the U.S. with Demo-2.Megan recovered 24 astronauts, including the crews of the first fully commer ...

Key Takeaways HWM saw 9% growth in commercial and 19% rise in defense aerospace revenues in Q1 2025. HWM boosted its dividend by 25% and has $2B remaining in share repurchase authorization. TXT posted $7.87B in aviation backlog but faces cost pressures and ongoing supply-chain delays.Howmet Aerospace Inc. (HWM) and Textron Inc. (TXT) are two prominent names operating in the aerospace and defense industry. As rivals, both companies are engaged in producing highly engineered aircraft components for commerci ...

Key Takeaways RKLB targets over 20 launches in 2025, backed by a 100% Electron mission success rate year to date. BKSY secured a $24M NGA contract and plans a constellation upgrade to boost real-time monitoring. RKLB rose 652.9% in a year; BKSY is up 158.9% in 3 months but has a weaker ROE.As investors increasingly focus on the commercialization of space and national security needs, the demand for space technology stocks like Rocket Lab Corp. (RKLB) and BlackSky Technology (BKSY) is rising, further fuele ...

据路透社6月25日报道（标题："Exclusive: US exchanges, SEC in talks to ease public company regulations"），纳斯达克(Nasdaq)、纽交所(NYSE)正在与与美 国证券交易委员会（SEC）磋商，拟放宽对上市公司的监管要求，以吸引更多高估值初创公司进入资本市场。 企业上市意愿下降：据纳斯达克提供的数据，自2000年以来，美国交易所上市公司数量已减少36%，降至约4500家。部分企业因不堪繁重的披露要求、额 外监管审查及上市成本而选择避开IPO，如埃隆·马斯克的SpaceX一直不愿上市。 特朗普政府推动：此次磋商正值特朗普政府再次推动放松监管之际，其政府此前表示此举旨在刺激经济增长。 SEC与交易所磋商放宽上市公司监管 SEC正在与纳斯达克和纽约证券交易所进行商讨，核心议题包括： 1.减少信息披露量：拟对招股说明书、委托投票文件等强制性披露文件进行"瘦身"，降低企业在上市及持续上市过程中的披露负担。 2.降低上市成本：讨论包括降低交易所收取的上市费用，减少中小企业融资压力，提升整体上市吸引力。 背景 3.限制少数股东影响力：拟改革委托投票 ...

Starship is the first rocket ever designed to go to Mars. It’ll have 42 engines.https://t.co/f0SPWdhM9u ...

space race stonk!Kyle (@0xkyle__):2021 is knocking at the door https://t.co/KYOk30bWGp ...

But our next guest has some more under the radar top picks in the sector for your portfolio. So joining me now is Jonathan Sigman. He's steeple managing director. He's covering aerospace and defense.Jonathan, welcome to the show. It's great to have you on. Thanks so much for having me.So I'm going to start right here with your note. You said you recommend to investors lean into the defense industry changes and throw out the legacy defense investing playbook. What does that mean.Yeah. So the title of the not ...