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If SpaceX goes public, the most anxious aren't the investors, but these industries!
SpaceX IPO is not just an opportunity but also a threat.
① Who will be impacted?
👉Traditional telecom operators
👉Satellite companies
👉Even some internet giants
Because Starlink is doing one thing:
👉Bypassing ground networks
② Changes in investment logic:
The future winners won't be "traffic platforms" but "infrastructure controllers"
③ Crypto market opportunities:
Decentralized networks + satellite communication
👉Could become a new hot topic narrative
Web3 and SpaceX, to some extent, are heading in the same direction:
👉Decentralized global connectivity
💬Interaction:
Do you think Starlink will replace traditional networks? #SpaceXIPO冲刺2万亿美元估值