Dear Reader,
For the past 41 years, I’ve urged investors to buy stocks.
I bought Apple at $1. Netflix at $2. And called NVIDIA at $1.10. (At split adjusted prices.)
But my latest prediction is something different.
I believe we’re on the verge of perhaps the greatest “Price Crash” in more than a century.
And if history repeats, it could be one of the best things that ever happens to you.
I explain everything in my free presentation here.
Good Investing,
Alexander Green
Chief Investment Strategist, The Oxford Club
AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus
Written by Jessica Mitacek. First Published: 7/3/2026.
Key Points
- AST SpaceMobile shares surged 21% on June 29 after Japan announced a roughly $912 million subsidy for a Rakuten-led satellite communications project.
- Rakuten and AST SpaceMobile plan a joint venture targeting regulatory approval for D2D operations in Japan, with initial commercial services expected in 2026.
- Despite the bullish catalyst, analysts maintain a consensus Reduce rating on ASTS.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
The roller-coaster ride continues for AST SpaceMobile (NASDAQ: ASTS) shareholders.
After space stocks were battered in the wake of the SpaceX (NASDAQ: SPCX) IPO in June, AST SpaceMobile rewarded patient investors with its best daily performance in two years.
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Discover the gold income fund before the next payout dateShares of the Midland, Texas-based space-based direct-to-device (D2D) cellular broadband provider surged 21% on Monday, June 29, to close out the second quarter on a strong note. It was a welcome reprieve after a month in which the market punished ASTS despite the successful launch of its low Earth orbit (LEO) BlueBird satellites 8, 9, and 10.
The catalyst for this week’s big jump was Japan’s plan to grant up to 148 billion yen (approximately $912 million) to a satellite communications project led by Rakuten (OTCMKTS: RKUNY). That put AST SpaceMobile’s Rakuten partnership back into the spotlight while raising hopes for a major D2D rollout in Japan.
Japan Announces Massive Space-Based Telecom Subsidy
Motivated by concerns that critical communications infrastructure has become too dependent on foreign satellite networks such as SpaceX’s Starlink, Japan is using the Japan Low Earth Orbit Satellite Communications Project (J-LEO) to support a more resilient domestic alternative.
The program is expected to focus on satellite connectivity for remote areas, disaster response, and emergency communications, giving the Rakuten-led effort strategic value beyond a standard commercial telecom rollout.
According to the Japan Times, Japan's Ministry of Internal Affairs and Communications secured funding for the J-LEO in 2025, but the tender process didn’t conclude until last month. The plan calls for massive investment in the build-out of a homegrown D2D satellite network over the next three years.
Beyond the subsidy news, Rakuten announced plans for a joint venture with AST SpaceMobile that will secure full regulatory approval for D2D operations in Japan. Initial commercial services are expected to begin later in 2026, with a full rollout slated for 2027.
The move could become a boon for AST SpaceMobile. Having nearly $1 billion in sovereign-backed capital would give the company a clearer template for monetizing its technology through carrier- and government-backed international networks.
Launch Window Set for BlueBirds 11, 12, and 13
After the successful June launch of its latest three satellites, AST SpaceMobile says it intends to launch BlueBirds 11, 12, and 13 from Cape Canaveral, Florida, in the first half of August. That would go a long way toward keeping the company on track to meet its goal of putting 45 LEO satellites in orbit by the end of 2026.
“These next-generation satellites are expected to deliver nearly double the peak data speeds of AST SpaceMobile's initial Block 1 BlueBird satellites, which recently achieved peak download speeds of 98.9 Mbps directly to standard smartphones," according to a recent company press release.
Beyond 2026, the company is scaling toward a constellation of 45 to 60 satellites, which it will require to provide initial continuous coverage in the United States and Japan. That number will need to increase to provide continuous global coverage, with approximately 90 BlueBirds required.
Ultimately, AST SpaceMobile could have as many as 248 satellites deployed to expand its network, increase its data capacity, and support a massive global clientele. However, the company has discussed a long-term plan that could involve up to 540 dual-use satellites over the next decade.
Despite Catalysts, Wall Street Remains Tepid
Despite the news and the subsequent bullish price action, the jury is still out on AST SpaceMobile.
In Q2, the stock saw a series of less-than-inspiring ratings. On May 29, William Blair reissued a Market Perform rating on ASTS, while Wall Street Zen lowered its rating from Sell to Strong Sell on April 15.
On May 12, B. Riley Financial increased its ASTS price target from $75 to $85; however, the firm maintained a Neutral rating. Also on May 12, UBS Group lowered its price target from $85 to $80, while in a research note dated June 24, Weiss Ratings reiterated its Sell rating.
Based on the 10 analysts currently covering ASTS, the stock receives a consensus Reduce rating, with a 12-month price target implying around 4% upside from current levels. Meanwhile, current short interest stands at a worrisome 20.35% of the float, or nearly 62.5 million shares valued at $5.47 billion.
However, AST SpaceMobile has agreements with nearly 60 global mobile network providers, totaling more than 3 billion subscribers, and strategic partnerships in place with AT&T (NYSE: T), Verizon (NYSE: VZ), Vodafone (NASDAQ: VOD), Rakuten, Alphabet (NASDAQ: GOOGL), and real estate investment trust American Tower (NYSE: AMT), among others.
Long term, the company should continue to enjoy top-line growth that translates into strong earnings for patient investors.
BitMine’s Ethereum Bet Is Only Part of the Story
Written by Jeffrey Neal Johnson. First Published: 6/23/2026.
Key Points
- BitMine successfully leverages its massive cryptocurrency treasury to generate substantial operational revenue through active network validation services.
- Proprietary direct immersion cooling systems provide exceptional thermal management solutions that perfectly align with the rapidly growing artificial intelligence sector.
- Strategic venture investments in prominent ecosystem projects establish a robust foundation for long-term valuation expansion and broader institutional adoption.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Market history often rewards those who identify the exact intersection of massive physical capital expenditure cycles before they are fully priced into the market. Right now, two undeniable structural shifts are reshaping the technology sector.
The first is the rapid expansion of high-density artificial intelligence (AI) data centers, which require entirely new thermal management systems. The second is the institutional maturation of proof-of-stake digital assets, which require massive active network validation.
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Watch Porter's full breakdown of Project Prophet and Emmet's systemBitMine Immersion Technologies (NYSE: BMNR) operates squarely at the crossroads of both industries. While the broader market routinely misprices complex holding structures, a rigorous look at BitMine's balance sheet reveals a highly strategic accumulation vehicle.
Driven by compounded staking yields, an expanding enterprise cooling moat, and hidden venture upside, current pricing appears to mask the mechanics of an imminent market re-rating.
The Alchemy of 5%: Cornering the Global Ethereum Supply
To understand the fundamental mechanics of BitMine Immersion Technologies, you have to look past the distorted headline metrics. BitMine recently reported an eye-watering negative trailing net margin of 51,892%. To an untrained eye, that data point suggests severe operational distress. However, digging into the accounting realities reveals a completely different narrative.
BitMine is executing an aggressive strategy dubbed the Alchemy of 5%, aiming to corner a healthy segment of the total circulating Ethereum supply. Following the June 21, 2026, acquisition of 52,203 Ethereum (ETH) tokens for approximately $92 million and a mid-June acquisition of 76,881 ETH, BitMine now holds 5.67 million tokens.
That represents nearly 4.7% of the entire global network. Because BitMine acquired these assets at an average cost basis of roughly $3,440 per token, current spot prices near $1,733 create an unrealized paper loss of $9.32 billion. Under current mark-to-market accounting guidelines, this severely distorts the income statement.
BitMine is intentionally weaponizing capital to fund this accumulation. By issuing shares of 9.50% Series A Perpetual Preferred Stock, BitMine takes on high-cost debt to buy deeply discounted digital assets. The obvious question is how the operation services weekly dividend obligations of $0.1847 per preferred share while sitting on billions in paper losses.
The answer lies in the MAVAN staking platform. BitMine currently stakes 4.72 million ETH tokens, generating a 7-day annualized yield of 2.73%. This active validation service functions as a cash machine, projecting $223 million in annualized revenue. By converting passive digital commodities into active yield generators, BitMine creates the liquidity needed to service preferred dividend obligations, allowing it to hold this massive position through current market troughs.
Google Validates the Liquid Cooling Market
Beyond its digital asset treasury, BitMine Immersion Technologies provides proprietary immersion-cooling solutions for digital asset mining and high-performance computing (HPC) systems. On June 16, Google released Brazos, an open-source closed-loop liquid-to-air cooling sidecar system capable of delivering 60kW of cooling capacity per rack.
Some market commentators initially viewed this open-source push as a threat that could commoditize the cooling industry. The reality is more nuanced. Google's release of this technology effectively declares that legacy air-cooling systems are no longer viable for heavy AI workloads. Standard air setups simply cannot manage chipsets that exceed 1,000W of thermal design power. This is forcing a multibillion-dollar capital expenditure wave of retrofits across the global server footprint.
The Brazos system from Google is a liquid-to-air sidecar, meaning it uses liquid to cool the air blown over the servers. BitMine utilizes proprietary direct-to-chip systems that submerge servers in non-conductive dielectric fluids. This technology targets the ultra-high-density tier and offers vastly superior heat extraction.
Google's push for this open-source release validates the urgent macro transition to liquid architectures, effectively doing the heavy lifting of educating the market while leaving the high-margin, enterprise-grade immersion moat of BitMine entirely intact.
Unlocking the Vault: A Nine-Figure Backdoor Play
Most fundamental screens completely miss the strategic venture stakes sitting quietly on BitMine's balance sheet. Complex portfolios frequently suffer from a sum-of-the-parts discount, in which secondary investments receive no valuation credit from the market.
Tucked into the $10.7 billion total holdings report is a $104 million strategic stake in Eightco Holdings (NASDAQ: ORBS). This position offers highly asymmetric backdoor equity exposure to the Sam Altman ecosystem, specifically linking to the infrastructure demands of the Worldcoin digital identity network. As the impending OpenAI IPO begins to dominate institutional bandwidth, any tangential exposure to Altman-founded projects carries an immense valuation halo.
BitMine Immersion Technologies also recently co-funded the launch of Ethlabs alongside Sharplink (NASDAQ: SBET) and Ethereum co-founder Joe Lubin. This nonprofit initiative, spearheaded by former Ethereum Foundation researchers, serves as a technical tailwind to accelerate institutional adoption of the network. These strategic investments transform BitMine from a dual-threat into a multifaceted infrastructure play.
The Pressure Cooker: Preparing for a Violent Market Re-Rating
The tension in the current capital structure is profound. Short interest has ballooned to 26.5 million shares, representing nearly 5% of the outstanding float. Short sellers are betting heavily against the aggressive debt-to-equity mechanics, assuming the preferred stock dividend will eventually crush the balance sheet before digital asset prices recover.
BitMine maintains foundational support from institutional heavyweights such as Bank of America (NYSE: BAC), The Royal Bank of Canada (NYSE: RY), Cathie Wood's Ark Funds, The Founders Fund, and Pantera, alongside steady insider accumulation. This creates a highly explosive risk-to-reward profile.
The massive short interest provides the mechanical framework for a violent upside squeeze should Ethereum spot prices rally or institutional validation metrics shift rapidly. With staking yields successfully holding the line on debt obligations and a verified enterprise cooling moat expanding, cautious investors may want to closely monitor the short-interest data and underlying staking revenue heading into the next earnings cycle.
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