ARKUSDT
Ark / Tether USD
crypto Composite

Ich hab da so nen Kumpel, nennen wir ihn Claud… Claudius. Jedenfalls meint besagter Claudius das folgende:
Aktuell bieten zwei ETFs direkte Anthropic-Exposure: AGIX (KraneShares AI ETF) und dein bekanntes DXYZ (Destiny Tech 100). 
AGIX hält einen 2,91% Direktanteil an Anthropic. Zum Vergleich: Anthropics Run-Rate-Revenue ist von 9 Milliarden Ende 2025 auf 30 Milliarden im April 2026 gewachsen. 
Daneben gibt es noch zwei Private Funds mit mehr Exposure: ARK Venture Fund (ARKVX) mit 3,8% und Fundrise Innovation Fund (VCX) mit 20% Anthropic-Anteil.
Wäre eine Überlegung, frühzeitig da einzutauchen. DXYZ ist aber gerade am Hin und Herschwanken wegen Elongs Party, ist gerade schlecht.

They have already purchased pre-ipo shares in the ARK Venture fund. Those will be converted to SPCX shares.

SpaceX and ARK etfs

SPCX's drop is consuming most of the coverage this week, but there is way more meat in Elon's actual filing [prospectus](https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm). SpaceX explicitly names orbital AI compute (targeted "as early as 2028") and a lunar economy buildout as the next phase, and lists inter-satellite lasers, mesh connectivity, and satellite mass production at scale as capabilities the company has already solved.
If you take that seriously, the question is which public small-caps have direct exposure to those capability buckets. The one that keeps coming up for me on the lasers/mesh side is Spire Global ($SPIR / \~$714M market cap).
Spire [launched its seventh Optical Inter-Satellite Link satellite](https://ir.spire.com/news-events/press-releases/detail/298/spire-global-announces-first-quarter-2026-results) in Q1 2026. That's the laser-comms layer orbital data centers would need to move processed inference back to ground without saturating Starlink. Thin revenue line today, but it maps directly onto the capability SpaceX's prospectus argues is foundational to its compute roadmap.
The rest of the business gives the thesis downside support rather than relying on OISL working. Spire operates a 240+ satellite constellation across RF geolocation, atmospheric data, and a hyperspectral microwave sounder demonstrator that just delivered first light. Q1 2026 revenue was $15.8M, beating guidance. Full-year 2026 guidance is $75-85M for 50%+ growth. 76% of 2026 revenue is already under contract. They also have reserved launch capacity through 2028, which matters if SpaceX's own prospectus is advocating for a launch-constraint thesis being a mid-term bottleneck.
I did dig up some counterevidence: Mynaric, a prior public laser-comms small-cap, restructured under German bankruptcy in 2025 and wiped out shareholders despite Peter Thiel and ARK Invest on the cap table. Being early in inter-satellite optical comms is not sufficient on its own. You also have to stay alive long enough to monetize. Spire's broader contracted revenue base is what differentiates it for me, but Mynaric's collapse is the right base rate to keep in mind.
Curious if anyone here has been in the inter-satellite-laser space and has takes on competitors worth looking at. Mynaric was the obvious public comparable and they're gone, which leaves SPIR and a lot of private players so tough to build comps.
Position: None, watching post-SPCX action first