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@transhumanica Avatar @transhumanica Transhumanica Research

Transhumanica Research posts on X about $sats, spacex, $spacex, balance sheet the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social category influence cryptocurrencies XXXXX% stocks XXXXX% finance XXXXX% currencies XXXX%

Social topic influence $sats #3, spacex #704, $spacex #1, balance sheet #1116, $15b 9.09%, $119b 9.09%, $satss 9.09%, targets 9.09%, $dxyz 9.09%, discount XXXX%

Top accounts mentioned or mentioned by @formerlypeter @bdeveran

Top assets mentioned SATS (Ordinals) (SATS)

Top Social Posts #

Top posts by engagements in the last XX hours

"We are not missing their liabilities please refer to the article. Holdco-level liabilities will be repaid from the incoming cash. Hughes ($1.5B) & Pay-TV ($11.9B) liabilities are not relevant because they belong to the respective subsidiaries (even though they show up in consolidated books). Arguably holdco would rather have the subsidiaries go bankrupt than sanitize their debts its not responsible for. Boost is valued based on Morgan Stanley estimate + its promising growth potential. Similarly physical assets are irrelevant for new / SpaceX investors"
X Link @transhumanica 2025-10-13T14:56Z XXX followers, XX engagements

"$SATS's and its subs' debts are reported on a consolidated basis in financial statements (as required by GAAP) but operationally and legally they arepartitioned by entity. EchoStar hasno direct legal responsibility to pay those subsidiary obligationsunder the current corporate structure. Each set of notes has its own indenture with covenants monitored at the issuing entity level. We found no evidence in SEC filings investor calls or bond prospectuses of any parent-company guarantee or co-liability for the debts of EchoStar's Pay-TV or Hughes subsidiaries"
X Link @transhumanica 2025-10-13T16:54Z XXX followers, XXX engagements

"Our more detailed article on Echostar here: Disclaimer: Transhumanica Research and its affiliates are long $SATS and its derivatives with rights reserved to change the position without prior notice. Full disclaimer on website"
X Link @transhumanica 2025-10-09T20:54Z XXX followers, XXX engagements

"Echostar $SATS SpaceX treasury explainer: 1) What's inside X SATS share price targets call options trade idea 2) Catalyst calendar risks & rebuttals 3) Comp to $DXYZ a fund that also holds $SpaceX & trades at XXX% premium vs. XX% discount for $SATS 4) Balance sheet analysis"
X Link @transhumanica 2025-10-09T20:54Z XXX followers, 2564 engagements

"Updated Echostar $SATS sum-of-parts balance sheet now at close to $XXX NAV with $SATS trading at $XXXXX per share. XX% free upside to catch up to NAV. Still the best vehicle for $SpaceX investors in the public market by far"
X Link @transhumanica 2025-10-09T20:26Z XXX followers, 1821 engagements

"Mach33 published analysis on Echostar ($SATS) which validates our thesis and provides additional details on the spectrum situation including a before/after diagram. They estimate minimum IRR of XX% through 2030 for $SATS investors as SpaceX goes to $2T. Link to their article below"
X Link @transhumanica 2025-10-08T17:57Z XXX followers, 1440 engagements