Thomas Backmann, Vice President, Investor Relations at ADNOC Logistics & Services, joins Lucy Gazmararian at ADX to discuss the company’s growth strategy, strong financial performance, and diversified logistics, shipping and services business, which continue to drive investor interest and analyst recognition. The interview comes ahead of the company’s participation at the Marine Money Conference in New York.
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Strong Jobs, Rising Prices and SpaceX Mania: Sonu Varghese on What’s Driving Markets
Sonu Varghese, Chief Macro Strategist at Carson Group, joins Remy Blaire to dive into the historic public debut of Elon Musk’s SpaceX, which officially begins trading under the ticker symbol SPCX. With a staggering valuation of $1.7 trillion, they discuss the implications of this IPO amid a turbulent market characterized by surging inflation and significant market swings.
He highlights that while SpaceX may see a substantial first-day pop, the long-term returns often underperform the market, especially for unprofitable companies.
They also explore the broader market dynamics, particularly how the SpaceX IPO could influence liquidity and investor behavior, especially with other tech giants like OpenAI and Anthropic poised to follow suit. Sonu notes that while some of the largest market cap stocks have struggled recently, there remains momentum in the market, with the S&P 500 showing resilience.
Additionally, they touch on the labor market and inflation, discussing the recent jobs report and its implications for Federal Reserve policy. Sonu emphasizes that while the labor market remains strong, rising inflation presents challenges for policymakers, particularly for Kevin Warsh, who may find it difficult to cut interest rates amidst these conditions.
As they look ahead, they consider the potential impact of upcoming events like the G7 summit and ongoing geopolitical tensions, particularly in the Middle East. Sonu concludes by suggesting that we are in a phase of inflationary growth, which could be beneficial for the stock market, even as it poses challenges for consumers facing rising prices.
From Crypto Winter to Institutional Boom: Yana Prikhodchenko Sees a Stronger Digital Asset Ecosystem Ahead
Yana Prikhodchenko, Global CEO & Partner of Cointelegraph, joins Remy Blaire to provide insights into the digital assets landscape. They dive into the current state of the markets, focusing on SpaceX IPO day, which has sent major U.S. stock averages mostly higher. They discuss the implications of President Donald Trump’s recent decision to call off military strikes against Iran, which has also contributed to a positive market sentiment.
They explore the historic valuation of SpaceX at $1.7 trillion, despite its loss-making status, and how this reflects investor confidence in long-term growth, which could also influence the crypto market.
Yana highlights a shift in the crypto market from retail speculation to institutional adoption, with significant investments being made in on-chain assets. They discuss the recent acquisition by Franklin Templeton of a crypto firm, emphasizing the importance of attracting crypto-native talent to navigate this evolving space.
They also touch on the current “crypto winter,” with Bitcoin’s fluctuations indicating a cyclical nature rather than a prolonged downturn. Yana believes this period is a transformative moment for the market, leading to a cleaner and smarter ecosystem supported by institutional players.
Regulation is another key topic, as they examine the implications of the Genius Act and the anticipated Clarity Act in the U.S., alongside the regulatory landscape in the Middle East, where Yana is based. She shares her perspective on the supportive environment for businesses in Dubai and the ongoing growth in the region.
From Orbital Data Centers to AI Infrastructure: Why SpaceX Sees a $28.5 Trillion Market Ahead
Daniel Maguire, Research Analyst, Autonomous Technology & Robotics at ARK, joins Remy Blaire to discuss the SpaceX IPO, which is making waves on Wall Street. As the company begins trading under the ticker symbol SPCX, they discuss the demand from retail traders and passive funds.
Dan shares insights into SpaceX’s strategic premium and its impressive 10-year lead in the industry, particularly in rocket reusability. They explore the Total Addressable Market (TAM) that SpaceX has identified, which stands at $28.5 trillion, with a significant focus on artificial intelligence. Dan emphasizes the potential of SpaceX’s plans to launch 100 gigawatts of compute into orbit each year, equating it to the power of 100 large nuclear reactors.
They also discuss Starlink, SpaceX’s satellite internet service, which is already acting as a cash engine for the company, funding its ambitious rocket development plans. Dan explains how the reduction in launch costs, particularly with the upcoming Starship, could revolutionize the industry and enable new opportunities like orbital data centers.
As they look ahead, they consider the wave of upcoming IPOs in the AI sector, including giants like OpenAI and Anthropic, and whether there is enough liquidity in the market to sustain this appetite. Dan reassures us that AI represents a once-in-a-lifetime investment opportunity, and discuss how ARK’s Crossover Fund plans to navigate this evolving landscape.
SpaceX y los cohetes que explotan: lo que un ingeniero ve que el mercado no entiende
SpaceX explota cohetes constantemente — y para muchos inversionistas eso suena como una mala señal. Pero Mari Elena Gavilán, ingeniera y consultora de inteligencia artificial, explica por qué los fallos son parte fundamental del proceso de desarrollo tecnológico, cuál es la diferencia técnica entre el Falcon 9 y el Starship, y qué significa todo esto para los inversionistas que están considerando entrar a SpaceX en su salida a bolsa.
¿SpaceX en tu portafolio? Cómo evaluar una oportunidad antes de invertir
Cuando una empresa llega al mercado con tanta expectativa, es fácil dejarse llevar. Pero los grandes inversionistas no solo analizan la empresa — analizan el precio, el momento y el papel que esa inversión tendrá en su cartera. José Luis Alvarez, director de Hollymontt, explica las tres preguntas clave que todo inversionista debe hacerse antes de incorporar cualquier activo de alto perfil, por qué el precio de entrada no es lo más importante a largo plazo, cómo evaluar la valoración de SpaceX, y por qué la paciencia y la diversificación siguen siendo los principios más poderosos en cualquier estrategia financiera
De herramienta a agente: la inteligencia artificial que ya toma decisiones por tu negocio
Hace dos años, la inteligencia artificial servía para escribir correos o resumir documentos. Hoy estamos entrando en una nueva etapa: los agentes de IA que no solo responden, sino que toman decisiones y ejecutan tareas complejas de forma autónoma. Mari Elena Gavilán, consultora de inteligencia artificial y estrategia comercial, explica qué son los modelos, los prompts y los agentes en términos prácticos, por qué la competencia entre OpenAI y Anthropic importa para los pequeños negocios, qué significa el IPO de SpaceX para el ecosistema tecnológico, y si una pequeña empresa en Miami o América Latina debe comprar tecnología o invertir primero en educación.
SpaceX en bolsa: ¿estás realmente listo para invertir?
El IPO de SpaceX está generando entusiasmo, pero Patricia Lizarraga, CEO y fundadora de Hypatia Capital, advierte que la primera pregunta no es si comprar acciones, sino si tu situación financiera te lo permite. Desde el presupuesto hasta el fondo de emergencia, Lizarraga explica los cinco pasos que toda persona debe tener cubiertos antes de entrar a cualquier oportunidad de alto perfil — y qué ETFs considerar para diversificar sin apostar todo a una sola acción.
From Paychecks to Cross-Border Transfers: How Stablecoins Are Reshaping Global Finance
Bhau Kotecha, co-founder and head of Paxos Labs, joins Remy Blaire to dive into the evolving landscape of stablecoins and their significant role in digital finance. With nearly $400 billion in annual transactions, stablecoins are becoming essential for fintechs, neobanks and crypto exchanges. Bhau shares insights on how these institutions are integrating embedded yield infrastructure to turn idle stablecoin balances into revenue-generating assets.
Bhau highlights the growing trend of using stablecoins for cross-border payments, noting that some individuals are now being paid directly in stablecoins. Companies like Toku are facilitating this shift, allowing users to spend their earnings back home seamlessly. Additionally, established players like PayPal and MoneyGram are embedding stablecoin functionality into their services, often without consumers realizing it.
They also discuss Paxos Labs’ recent $12 million funding round and their innovative Amplify platform, which enhances payroll systems by enabling users to earn yield on their stablecoin payments. Bhau emphasizes Paxos Labs’ vision to build a comprehensive on-chain infrastructure that supports various financial services around stablecoins and digital assets.
From Hype to Mainstream: AI and Tokenization Enter a New Era of Regulation in the UAE
Akshay Chopra, Payments Co-chair, MENA Fintech Association, joins Raghda Ibraheem to delve into the evolving financial institutions landscape in the UAE, highlighting how technologies once seen as hype, like AI and tokenization, are now becoming mainstream and regulated.
Akshay emphasizes the importance of responsible AI in financial services, breaking it down into three layers: productivity, process and decision AI. He warns that while AI can enhance efficiency, it should not replace human judgment, especially in critical decision-making scenarios. They discuss the necessity for fintech professionals to adapt by becoming AI literate while also honing their soft skills and subject matter expertise.
They also explore the role of regulators in the UAE, who are striking a balance between fostering innovation and ensuring safety in AI adoption. Akshay delves into tokenization, explaining that while it is possible to tokenize various assets, it should only be done when ownership is clear and there is a genuine business case.
The conversation shifts to stablecoins, which are gaining traction in global payments, and they examine whether the UAE’s regulatory framework is keeping pace with these advancements. Akshay notes that regulators in the region are forward-thinking, creating specialized licenses for different crypto and payment businesses.
Finally, they touch on Akshay’s book, “After Us,” which prompts readers to consider the long-term implications of superintelligent AI on their lives. He encourages everyone to actively think about the future and their role in shaping it.