Every Zipp story tagged #MetaAI, newest first.
The five-year ladder hinges on Starship cadence, Starlink ARPU holding, and SpaceX re-rating to 8x-9x sales if 2026 revenue hits the $22B-to-$24B guided band.
Policy and corporate catalysts remain conditional, while Bitcoin is boxed between $60K and $68K with momentum still tilted toward sellers.
The base case leans on a Fed liquidity turn, a Senate floor vote on the CLARITY Act before the August 7 recess, and $1.2B weekly ETF inflows that already absorbed $465M of late-week outflows.
The model pairs a $120K base case with a bull range to $150K, anchored on the CLARITY Act timeline, ETF inflows that have already absorbed $2.1B, and Citi's separate $143K base call.
Zuckerberg's model frames a spot-led breakout off the $75K zone, with $81.5K 200-day EMA flip the gatekeeper and a weekly close below $72K the invalidation line.
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