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 ...

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 ...

united states government confirmed aliens are real and you don't own the space race stonk? ...