Today I saw the @JarsyInc Research team's SpaceX investment research report, and to be honest, I was shocked.🧐

From Falcon 1's $16,000 per kilogram to Starship's target of under $200 per kilogram, these guys have thoroughly explained the entire technical path, material science, engine architecture, and cost structure. They even deduced that if launch costs drop to $23-28 per kilogram, the power cost of orbital AI infrastructure could reach $0.01 per kilowatt-hour, cheaper than ground data centers, which would give rise to a new narrative of "orbital artificial intelligence."

I feel this is no longer just a simple transfer of industry news, but a deep engineering analysis + commercial model deduction + future scenario forecasting.

Many people still don't quite understand what #Jarsy is doing; they are not an ordinary investment research institution, but the "private equity tokenization infrastructure" of the #Web3 era.

The popular upcoming IPO stocks we see, like SpaceX, Anthropic, and Perplexity AI—these top tech unicorns—are completely inaccessible to ordinary investors, only VCs and institutions can benefit. What Jarsy is doing is to tokenize these private equity assets on-chain, allowing retail investors to participate in the early dividends of these high-growth assets. The in-depth investment research reports they produce are essentially supporting value discovery and pricing for future tokenized assets.

In addition, Jarsy has also democratized the entry barrier for private equity. In the past, retail investors needed to invest in private equity starting from $1 million, had to be accredited investors, and needed connections. But now, on Jarsy, with just $10, I can buy tokens that represent economic rights in SpaceX.

Moreover, early users in the Jarsy community who bought SpaceX assets have witnessed the book value soar from $259 to nearly $1,000, achieving close to 4 times the return.

That Jarsy can receive such high praise among community users actually demonstrates their full-chain closed loop and solid capabilities:

1️⃣ Investment research capability is a core moat. To tokenize hard tech companies like SpaceX and Anthropic, we must first be able to understand the technical paths, cost structures, and business models; otherwise, how do we price it? How do we convince investors? The Jarsy team clearly possesses this ability.

2️⃣ Private equity tokenization is the ultimate track for RWA. Right now, many projects in the RWA track are focusing on government bonds and real estate, but what truly has explosive potential are technology company equities. SpaceX's valuation is $1.75 trillion, and Anthropic's valuation is $900 billion; once these assets are tokenized and circulate on-chain, the imaginative space is immense.

3️⃣ Jarsy has both research capabilities and tokenization infrastructure, and is also accumulating research coverage of top assets. This combination move is currently unmatched in depth in the entire Web3 field.

Furthermore, looking at Jarsy's research coverage, SpaceX, Anthropic, Kalshi, AI chips, orbital computing, and prediction markets are all the most hardcore technology directions for the next 5-10 years. This is not just about riding the wave; it’s genuinely about discovering value.

From my personal vision on RWA development, if Jarsy can successfully implement this equity tokenization model, the future potential will be enormous.

• For the first time, Web3 investors can participate in the growth dividends of top private equity like SpaceX and Anthropic through on-chain assets, with participation starting from several hundred billion, rather than the so-called Pre-IPO models now, which are at an earlier stage with greater returns.

• The excessive returns monopolized by traditional VCs will be disrupted;

• Jarsy, as a platform, has a clear business model of commission + data + liquidity.

If this succeeds, it won't just be a simple RWA project; it will reconstruct the entire game rules of private equity investment, with obvious imaginative space and future potential!

Currently, #Jarsy is still in the early stages, and the product is still being refined, but based on their investment research capabilities, team background, and strategic layout, this project is worth long-term tracking and attention.🧐

I recommend everyone check out their research reports; the quality is indeed high and can help you understand the underlying logic of future technology investments.

DYOR🙏

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