Research terminal

Desk

Fourteen books. Bitcoin is flow and a four-year clock. Solana is a SIMD vote. Strategy is a $1.72B coupon on 840k coins. Zcash is a turnstile. Pyth invoices. MetaDAO is a Solana launchpad, not Facebook. CRISPR is Casgevy’s 40%, not Vertex’s $76M. None of them is a handset.

Crypto

Spot · 24/7

BTC

$76,950.01

Bitcoin

-1,385.18 -1.77%

Circulating mkt cap

$1.5T

F&G

71 Greed

Broke $62–67k. RSI 82. ETF week $1.9B.

Cached · Aug 22, 16:00 EDTOpen desk →

Spot · 24/7

SOL

$93.74

Solana

+0.0864 +0.09%

Circulating mkt cap

$54.7B

Inflation

3.7%

Infl 3.7%. ETF +$10M Fri. Vote is 0550+0553.

Cached · Aug 22, 16:00 EDTOpen desk →

Nasdaq GS

MSTR

$119.25

Strategy Inc

+6.86 +6.10%

Market cap

$47.4B

IV30

77.4%

mNAV 1.00x. Pref $1.72B/yr. STRC is the bill.

Cached · Aug 21, 16:00 EDTOpen desk →

Spot · 24/7

ZEC

$795.11

Zcash

+62.34 +8.51%

Circulating mkt cap

$13.0B

Shielded

>$1B

Ironwood live. Shielded >$1B. 52-week $39.

Cached · Aug 22, 16:00 EDTOpen desk →

Spot · 24/7

PYTH

$0.0517

Pyth Network

+0.0029 +5.89%

Circulating mkt cap

$407.1M

ARR

$6.16M

ARR $6.16M. 33% treasury buys. May 2027 unlock.

Cached · Aug 22, 16:00 EDTOpen desk →

Solana · Coinbase

META

$5.48

MetaDAO (Solana · not Facebook)

+0.1700 +3.20%

Circulating mkt cap

$124.9M

Raised

$45.4M

Not Facebook. 14 ICOs. $45.4M raised.

Cached · Aug 22, 16:00 EDTOpen desk →

Platforms

Nasdaq GS

GOOGL

$344.82

Alphabet Inc.

+4.15 +1.22%

Market cap

$4.2T

IV30

27.6%

Search still writes the check. Cloud just printed 82%.

Cached · Aug 21, 16:00 EDTOpen desk →

Nasdaq GS

AMZN

$258.63

Amazon.com, Inc.

-1.48 -0.57%

Market cap

$2.7T

IV30

28.3%

AWS 37%. Ads $20B. Capex $220B.

Cached · Aug 21, 16:00 EDTOpen desk →

Semis

Nasdaq GS

QCOM

$160.75

QUALCOMM Incorporated

+0.0100 +0.01%

Market cap

$168.8B

IV30

41.7%

China 46%. Handsets −20%. Auto compounding.

Cached · Aug 21, 16:00 EDTOpen desk →

Space

Nasdaq GS · Nasdaq TX

SPCX

$136.97

Space Exploration Technologies Corp.

+2.97 +2.22%

Market cap

$1.8T

IV30

58.1%

Starlink cash. Starship option. Lockup still the tape.

Cached · Aug 21, 16:00 EDTOpen desk →

Defense

Nasdaq CM

RCAT

$9.62

Red Cat Holdings, Inc.

+0.0900 +0.94%

Market cap

$1.5B

IV30

94.8%

Army SRR program of record. 16% gross. 95% vol.

Cached · Aug 21, 16:00 EDTOpen desk →

Bio

Nasdaq GS

MRNA

$145.13

Moderna, Inc.

+11.81 +8.86%

Market cap

$56.0B

IV30

96.0%

Melanoma P3 hit. $145M sales. $56B option.

Cached · Aug 21, 16:00 EDTOpen desk →

Nasdaq GS

IBRX

$7.79

ImmunityBio, Inc.

-0.0500 -0.64%

Market cap

$6.9B

IV30

68.5%

Anktiva $51M. Soon-Shiong’s cap table.

Cached · Aug 21, 16:00 EDTOpen desk →

Nasdaq GS

CRSP

$59.50

CRISPR Therapeutics AG

+1.38 +2.37%

Market cap

$5.8B

IV30

61.2%

Casgevy 40%. Vertex $76M is not this 10-Q.

Cached · Aug 21, 16:00 EDTOpen desk →