Anpanman - The Inevitability of SpaceMobile: Bluebirds, Bond Math, and Blue Origin
Anpanman provides a strategic deep dive into the current state of AST SpaceMobile following a period of significant market volatility. This episode breaks down the technical aspects of the recent conv...
20 Helmi 30min
Kook Weekly - February 15 - The $4 Billion War Chest: SpaceMobile’s Path to Global Dominance
Kook provides a comprehensive breakdown of the latest milestones for AST SpaceMobile, starting with the physical and market-based 'kook bottom.' The discussion centers on the successful unfurling of F...
16 Helmi 42min
Anpanman - AST SpaceMobile's $4 Billion War Chest: AI, Defense, and the Spectrum Land Grab
Anpanman breaks down AST SpaceMobile's massive $1.15 billion overnight convertible note offering and what it means for the future of the SpaceMob. This episode explores the technical details of the ra...
12 Helmi 1h 12min
Anpanman - WAKE N BAKE - Let's run it back and discuss BB6 Unfolding
Anpanman explores the monumental success of the Bluebird 6 unfolding, characterizing it as the ultimate de-risking event for the AST SpaceMobile constellation. This 2,400 square foot phased array repr...
11 Helmi 29min
Anpanman - Block 2 Unfolded
The episode celebrates a monumental achievement for AST SpaceMobile: the successful unfolding of the massive 2,400 square foot Block 2 phased array. Anpanman breaks down why this milestone is a defini...
11 Helmi 43min
Kook's Weekly - February 9 - Smoothies, Strokes, and SpaceMobile
In this episode, Kook shares a harrowing personal update regarding a recent medical emergency. What began as a high-performance health routine involving peptides and custom smoothies turned into a 'pe...
10 Helmi 27min
Anpanman - Market Liquidations, VIX Rules, and the SpaceMobile Connectivity Shift
Anpanman examines the current state of the markets, specifically focusing on the recent wave of after-hours liquidations and the mechanics of margin calls. The episode breaks down why these periods of...
6 Helmi 58min
Anpanman - The Apple Alpha: FCC Filings and the SpaceX Threat
Anpanman breaks down a volatile morning in the markets, explaining how crypto liquidations are causing a cascading effect on risk assets. This episode provides essential context for the SpaceMob on wh...
5 Helmi 46min
