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Canton just TRIPLED its daily transactions.
From 750K to 2.28M in two quarters, with 4 BILLION $CC already burned by the end of Q2.
And Q3 network fees hit $155M.
Wall Street's blockchain infrastructure is getting seriously busy.
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Starship is preparing for catch
Flight 15 is targeting to launch as early as Friday, November 13, pending regulatory approval → spacex.com/launches/starship…
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Deutsche Bank estimates $SPCX could exit 2026 with $77B in ARR from contracted AI compute deals across 893K $NVDA GPUs and 1.6 GW including ~$11B annually from $GOOGL alone.
That’s even before Starlink and launches which makes Musk’s $100B December target look much more achievable especially with GB300s estimated to command ~$13 an hour versus $3.50 for H100s.
That pricing gap is a strong benchmark for GB300 capacity $IREN and $NBIS are bringing online while for $CRWV it highlights why GPU generation matters so much when contracts come up for renewal.
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$SPCX - *MUSK SEES SPACEX 4Q REVENUE UP ~70% Q/Q, $2B ABOVE WALL ST ESTIMATES
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GeekWire’s @toddbishop sat down with our co-founder and Chief Robot Officer Jonathan Hurst to talk about what it takes to get a balancing robot safely out from behind the fence, and the standards work behind it.
The full conversation: geekwire.com/2026/agility-ro…
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You don’t want to miss this interview with Chainlink’s Sergey Nazarov on the NYSE floor discussing Chainlink powered 24/7 markets and more.
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"We know all the folks that are on track to go to production and it really is a critical mass."
Sergey Nazarov joined @FINTECHTVglobal to discuss how Chainlink is building infrastructure for bringing institutional finance onchain at scale. chainlinktoday.com/chainlink…
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News: Alphabet $GOOGL increased its SpaceX $SPCX exposure last quarter.
Its Q3 13F, filed today, shows 555.0 million shares versus 551.2 million at the end of Q2 — up roughly 3.85 million. SpaceX is still the dominant position at about $83.7 billion, nearly 95% of the $88.3 billion total portfolio.
Reuters framed it the same way: a genuine increase, not a mechanical unlock effect, because 13Fs track beneficial ownership and lockup expirations don’t move share counts. This is also the first clean quarter-over-quarter read we’ve had, since SpaceX only IPO’d in June. Alphabet added Qualcomm too — nearly 3 million shares, about $548 million — while trimming Revolution Medicines, Freshworks, and LIFE.
$AGLT @agilityrobotics is far ahead of Figure AI with actual real world commercially deployed humanoids and now the first publicly traded pure play U.S. humanoid robotics company.
$BOT $HUMN
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Infleqtion says it built 30 logical qubits from just 80 physical ones and is targeting 100 by 2028 which is the same milestone as IBM’s DOE-backed program.
The company believes that could be enough to make quantum computing genuinely useful.
INFLEQTION SAYS IT WILL HAVE A TRULY USEFUL QUANTUM COMPUTER BY 2028
Quantum computers are built from qubits. Most qubits make a lot of mistakes. To fix that, companies group several of them together into one reliable "logical qubit." Logical qubits are the ones that actually matter.
Infleqtion just built 30 logical qubits using only 80 regular ones, per Forbes. Most approaches need far more raw qubits to get there.
Its goal is 100 logical qubits by 2028. That's around the point where quantum computers could start solving problems no regular computer can.
The trick is how it builds them. Infleqtion uses individual atoms held in place by lasers, and every atom can talk to every other atom. Most big players use superconducting chips that need giant freezers and can only connect neighbors.
Those chips are faster, but they need way more steps to do the same work. CTO Pranav Gokhale says that shrinks their speed edge from about 1,000x to about 10x.
"What really matters is if we get to 100 logical qubits near-term as planned. I think that will be a challenge for superconducting systems."
It's already making money too, selling ultra-precise atomic clocks and sensors. It raised more than $500M in its IPO this year and expects about $45M in revenue in 2026.
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BREAKING: NASA crew emerges after spending 378 days in isolation simulating life on Mars, seeing the outside world for the first time in over a year.
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Building more powerful quantum computers starts with making them more reliable.
In @Forbes, Paul Smith-Goodson talks with Infleqtion CTO Pranav Gokhale (@_pgokhale) about why we’re betting on neutral atoms, and how they already power clocks and sensors in customers’ hands.
ow.ly/7E2o5104b72
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ICYMI: Chainlink APAC Equities Streams are live in China, Hong Kong, Japan, Korea, & Taiwan.
Developers can now build onchain markets powered by fast, secure data around the largest companies in the Asia-Pacific region.
TSMC. Tencent. Samsung. SK Hynix. BYD. and more.
