MAROKO133 Update crypto: 3 Space Stocks To Watch Amid Elon Musk’s SpaceX IPO Hype Wajib Ba

📌 MAROKO133 Update crypto: 3 Space Stocks To Watch Amid Elon Musk’s SpaceX IPO Hyp

A $1.75 trillion IPO is about to redefine which space stocks to watch this summer. SpaceX is closing in on the largest IPO ever. The public S-1 is due late May, with the listing slated for late June or early July.

When SpaceX publishes real launch costs and Starlink economics, the entire sector gets repriced against the same yardstick. Three names stand out as the cleanest read-through points.

Rocket Lab (NASDAQ: RKLB)

Rocket Lab Corporation (RKLB) is the closest public comparison to SpaceX, building launch vehicles, spacecraft, and components in-house. The SpaceX IPO matters here.

The S-1 is the SEC document required before going public. SpaceX filed confidentially on April 1, with the public version due late May.

When it lands, SpaceX’s launch revenue, costs, and Starlink margins go on display for the first time. RKLB is the only publicly traded company doing similar work. When investors see SpaceX’s real numbers, RKLB gets repriced against them.

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Fundamentals look strong. Q1 revenue hit $200.3 million (+63.5% YoY), backlog reached $2.2 billion, and liquidity exceeded $2 billion.

The stock fell 7.17% to $78.58 anyway, as profit-taking on a 240% YoY run outweighed a Q2 guidance beat.

RKLB sits inside a rising channel that has held since late November. The recent top was rejected at $94.40 (0.618 Fibonacci). Price hugs the 20-day exponential moving average (EMA) at $78.96.

EMAs weight recent prices most heavily, while the 50-day EMA sits at $75.52.

The last clean break of the 20-day EMA on March 26 produced a 19.31% slide. A repeat opens $70.71, then $62.45 (200-day EMA), then $56.08 (channel floor).

Options lean the other way. The volume put-call ratio sits at 0.53 versus 0.73 at the last -$0.07 print. Open interest holds at 0.77. Traders buy calls into the IPO window despite the miss.

A reclaim of $87.08 opens $94.40 and the breakout zone above $104.81.

Among space stocks to watch, RKLB sets up the cleanest move into the SpaceX listing.

AST SpaceMobile (NASDAQ: ASTS)

AST SpaceMobile, Inc. (ASTS) builds the only US satellite network that connects directly to standard smartphones. AT&T, Verizon, and FirstNet are anchor partners.

That positioning maps to the part of SpaceX nobody can price yet: Starlink direct-to-cell. When SpaceX’s S-1 publishes Starlink’s subscriber count and revenue per customer, the market gets its first benchmark for ASTS.

BlueBird 7, one of ASTS’s direct-to-cell satellites, failed to reach orbit on April 20. The miss puts the 45-satellite year-end target at risk. ASTS announced a mid-June Falcon 9 launch for BlueBird 8-10, set to overlap with the SpaceX roadshow week.

ASTS closed at $65.35 on May 7, down 7.54%, with earnings due Monday after close.

ASTS has fallen 51.27% from its February 2 high of $129.78. Current support is $63.25. Above price, the 200-day EMA sits at $73.53, the 20-day at $76.20, and the 50/100-day cluster sits at $82.40-$82.50.

Two bearish crossovers loom. The 50-day EMA is closing in on the 100-day, and the 20-day EMA is closing in on the 200-day. A break of $63.25 opens $58.40, then $45.95.

Options lean the other way. The volume put-call ratio dropped from 0.62 to 0.45 since early April, while open interest fell from 0.49 to 0.42. With earnings on Monday and implied volatility at 112.55%, traders bet on a positive surprise.

For ASTS to reset the trend, it needs to reclaim $68.17, $81.90, and $82….

Konten dipersingkat otomatis.

🔗 Sumber: www.beincrypto.com

📌 MAROKO133 Breaking crypto: Telegram’s TON Could Become the World’s Biggest Retai

Telegram has formally replaced the TON Foundation as the main force behind The Open Network (TON), with founder Pavel Durov confirming the messenger will become the chain’s largest validator. Toncoin (TON) responded by rallying more than 100%.

The takeover, the third stage of Durov’s “Make TON Great Again” program, places Telegram at the center of TON’s infrastructure. Investors read it as the strongest signal that the messenger plans to anchor a billion-user crypto economy on the chain.

Why TON Is Rising

TON’s gains track Telegram’s renewed control over the network’s roadmap and validation. Alexander Tobol, chief technology officer at Wallet in Telegram, spoke with BeInCrypto. He said the chain was originally built by Telegram’s team before spinning out as an open-source project.

Tobol said the validator move signals deeper commitment from Telegram. It lifts interest in TON as a core part of the messenger’s stack.

The messenger’s reach makes any default crypto layer immediately consequential. Telegram counts more than one billion users, giving the chain a distribution edge few rivals can match.

Beyond architecture, Durov’s team staked about 2.2 million TON to claim the largest validator slot. The move deepens Telegram’s stake in network security.

Transfers, payments and mini-app services could all settle on TON. In that scenario, Tobol expects the network to lead all chains by active retail wallets.

“In such a scenario, TON could potentially become the leading blockchain by number of active wallets thanks to retail usage inside Telegram,” Tobol told BeInCrypto.

Network Speed and Cost Reset

Meanwhile, recent infrastructure work strengthens the case. Storm Trade founder Denis Vasin pointed to the Catchain 2.0 upgrade.

It cut block times from about 2.5 seconds to 400 milliseconds. Finality fell from roughly ten seconds to one.

The same upgrade lowered fees about sixfold, to around $0.0005. The network can also process more than 100,000 transactions per second.

Vasin said the exclusivity of the Telegram-TON pairing now matches the architecture investors expected in 2018.

He described TON as one of the highest-throughput Layer-1 chains. Fast finality and low cost position it for frequent small-value transactions.

If this integration is implemented consistently, TON gains what most Layer-1 blockchains lack — native distribution and real user use cases,” Vasin said in remarks shared with BeInCrypto.

Pricing the Telegram TON Takeover

Tobol expects the next leg of growth to depend on bots and mini-apps. Users would transact directly inside Telegram. Staking yields, currently around 15% annually, support liquidity retention.

However, Vasin urged caution. Markets have already repriced TON sharply. Any pullback would test whether Telegram can convert distribution into recurring on-chain revenue. The rally leaves limited margin for execution missteps.

Last year’s large Telegram-led sales of Toncoin reminded holders the messenger has acted as both buyer and seller.

Investors will watch for evidence the validator role binds Telegram more tightly to TON’s long-term value.

Whether TON returns to the top 10 of CoinMarketCap depends on transaction activity rather than announcements.

The next several weeks should reveal if the chain is gaining real economic gravity.

The post Telegram’s TON Could Become the World’s Biggest Retail Blockchain After Explosive 100% Surge appeared first on BeInCrypto.

🔗 Sumber: www.beincrypto.com