To The Moon

$Circle Internet Corp.(CRCL)$  $Strategy(MSTR)$    $Marvell Technology(MRVL)$   This week felt less like a rally and more like a capital migration. Money was constantly moving from one pocket of the market to another. Traders who chased yesterday's winners got chopped up, while those watching where liquidity was flowing next had the advantage. The key word for this week's trades? Rotation. Macro Shockwaves Set the Tone Several macro headlines shaped the market narrative. Oil surge

For years, investors have argued over a simple question: Is Tesla just a car company? $Tesla Motors(TSLA)$ On March 12, the market received another clear signal that the answer is increasingly no. Britain’s energy regulator, Ofgem, granted an electricity supply license to a subsidiary of Tesla, allowing the company to sell electricity directly to households and businesses across England, Scotland, and Wales. According to reporting by Reuters and other financial media, the license enables Tesla to compete directly with established suppliers in one of Europe’s largest power markets. At first glance, this might sound surprising—a company known for electric vehicles entering the electricity retail business. But if you look at Elon Musk’s long-term str

😀Hi Tigers, SpaceX has quietly become the most anticipated potential IPO in global markets. With a private valuation around $350 billion, it is already the largest private company in the world. Demand for its shares is so strong that investors are buying into private-market SPVs, and some deals have reportedly cleared 30%+ above previous tender prices. If SpaceX eventually goes public, it could easily become one of the largest IPOs in market history. I. Private market demand Because SpaceX is still private, most investors cannot buy shares directly. Instead, access usually happens through secondary transactions or SPV structures that pool capital to buy shares from early employees and investors. What we are seeing in the private market: • Secondary transactions remain heavily oversubscribe

😀Hi Tigers, Japan’s largest mobile payment platform PayPay has officially gone public in the U.S., marking one of the biggest overseas IPOs by a Japanese fintech company in years. A quick snapshot of the deal: That makes it the largest U.S. IPO by a Japanese company in about a decade. Some investors are calling it “Japan’s Alipay moment” — a domestic payments giant finally stepping onto the global capital stage. I. What exactly is PayPay? For those less familiar with the company, here’s the quick background. • Founded in 2018 • Joint venture between SoftBank and Yahoo Japan (now LY Corporation) • Focus: QR-code and mobile payments In just a few years, PayPay has become Japan’s dominant mobile payment platform. Key stats (as of end-2025): • ~ 72 million registered users • Japan population: