Premium Investor Report #487
Why It Matters
Cardano’s privacy upgrade could accelerate enterprise blockchain adoption, while Firefly’s niche launch capability offers investors exposure to a growing commercial space market. The Origami airdrop underscores the rising demand for accessible, automated trading tools.
Premium Investor Report #487
By Lark Davis · First December 12, 2025
Introduction
Gm friends,
Welcome back to another Wealth Mastery Premium Investor Report. Let’s jump in!
Here’s what’s in today’s issue:
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My portfolio updates.
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Jesse has a deep dive on Cardano’s Midnight: Rational privacy with real‑world rails.
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Stick report on Firefly Aerospace Inc: a U.S.-based space transportation company.
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This week’s best airdrop opportunities.
Lark’s Portfolio
Very quiet week for me. Just bought a little more Solana this week. Nothing more to update at the moment.
Altcoin Report
Midnight on Cardano: Rational Privacy With Real‑World Rails
Cardano spun up Midnight to be the rational privacy layer with real‑world rails that enterprises will actually touch. It borrows Cardano’s UTXO discipline, adds zero‑knowledge execution with account‑style ergonomics, and ships a permissioned‑to‑public dial so builders can decide what to reveal and when. Because, let’s be honest, privacy in crypto has generally fallen into just two camps: it’s either too pure to ship at scale, or too watered‑down to matter.
Stock Report
Firefly Aerospace Inc. (NASDAQ: FLY)
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Ticker / Market Cap: FLY / $3.7 B
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What it is:
Firefly Aerospace is a U.S.–based space transportation company building medium‑lift rockets, orbital transfer vehicles, and lunar landers. It focuses on satellite launches too large for small rockets like Rocket Lab’s Electron but too small or costly for SpaceX’s Falcon 9, while expanding into lunar and defense missions.
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Why it matters:
Firefly sits at the intersection of commercial growth, lunar logistics, and defense‑aligned space services. Strategic U.S.–based manufacturing, NASA partnerships, and DoD contracts provide credibility, early revenue visibility, and insulation from some commercial volatility.
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Key distinction:
Firefly dominates the underserved medium‑payload niche, diversifies into lunar/defense infrastructure, and leverages partnerships and backlog to scale launches, differentiating itself from both smaller players like Rocket Lab and deep‑pocketed players like SpaceX and Blue Origin.
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Outlook:
High‑risk, high‑upside. Revenue momentum and full‑year guidance upgrades demonstrate growth potential, but the company remains unprofitable, faces execution risk, capital intensity, and stiff competition. Analysts see meaningful upside (~63 % average target) if Firefly can scale cadence, convert backlog, and deliver lunar/defense missions.
Airdrops
Newest Airdrops & Opportunities
Origami Tech – Automated Hyperliquid Trading
What is Origami?
Origami Tech is a low‑code automation platform that lets traders create and deploy custom strategies across more than 40 centralized exchanges without writing a single line of code. The platform supports spot and futures trading and offers automated strategies such as grid bots, arbitrage bots, and high‑frequency tools that operate through a unified dashboard.
Origami integrates with major exchanges including Hyperliquid, Binance, OKX, Gate.io, Bybit, and MEXC, giving users one place to manage multiple accounts, build automation, and execute trades in a controlled environment that simplifies the complexity of multi‑exchange trading.
End of Report
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