Slack: C0A0J07FGKT/ts:1770624294.3206

Author: thibault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

defense-drones-modern-warfare

🟢 [E1110] Interesting way to get long SpaceX around $500bn through undervalued proxy SATS (Echostar), with possible hedge or arbitrage via Hyperliquid. HL valuation for SpaceX is $1.76tn for end June and $1.936tn for end Dec with annualized funding around +26.7%. Main trade is Echostar.
supporting · 2026-04-07