Dan Held
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officialdanheld.bsky.social
Dan Held
@officialdanheld.bsky.social
Investing in Bitcoin DeFi and Space: Advisor @TaprootWizards Prev: Head of Marketing @Krakenfx |
Growth @Uber @Blockchain
Are you still hodling? ✋
February 5, 2026 at 1:24 PM
Gold and silver are shitcoins.
February 5, 2026 at 12:29 PM
SpaceX at $1.5T doesn't even fully capture existing defense and Telco TAM.

Also not factored into the current valuation:
- Space based compute
- Beamed power
- Being the rails of the exploding space economy

From the researchers at Mach33
February 5, 2026 at 12:26 PM
Thoughts?
February 5, 2026 at 12:02 PM