InvestAnswers host projects $8,839 Solana and 527 dollar SpaceX by 2028

Tesla and SpaceX: hype or genuine dominance

Responding to a Patreon question about whether Tesla and SpaceX are "based on hype and speculation," the host rejects the premise, arguing the two companies lead in cars, self-driving, robotaxis, energy storage, humanoid robots, global communications, and data center buildout. He says the combined total addressable market across the two companies is 83 and a half trillion dollars, citing examples such as Optimus humanoid robots at $25-30 trillion, SpaceX enterprise applications at $22.7 trillion from its S-1 filing, Tesla robotaxi/Cybercab at $10 trillion, and Starlink direct-to-cell communications at up to $5 trillion.

He acknowledges real risks that could break the thesis, including failures in car sales, FSD, Starlink, Starship, or AI and terrestrial data centers.

"I tend to be in the most hated assets anyway and that's kind of my thing because they tend to do the best."

— the host.

Options strategy for SpaceX LEAPS

Answering a retirement-focused question about SpaceX options, the host says he never uses cash-secured puts except as short-term trades, since they tie up large amounts of capital. He favors buying $100-strike LEAPS expiring December 15, 2028, which he has bought as low as $49-55 and which traded around $69 at the time of recording. He says going in-the-money gives "a lot more bang for the buck" than higher strikes.

He bases this on a Monte Carlo price model, which he says he shared with "Aaron Bernett," projecting SpaceX at $527 by December 2028. On that basis, LEAPS bought at $50 would return 754%, roughly 8.5x, versus about 3x for simply holding the stock.

AI agents, stablecoins and Solana's transaction capacity

Discussing a BlackRock report referencing Visa, Google, Microsoft, Stripe and Coinbase, the host says USDC volume ($127 billion) far exceeds Tether's ($27 billion) despite Tether's larger market cap, and that nearly all USDC transactions happen on Solana because of its low cost and roughly 150-millisecond settlement, versus Ethereum's $2-20 fees.

He projects 25 million AI agents within a year, each running 200 transactions a day with 30% settling onchain, implying roughly 1.5 billion onchain transactions daily by September 2027. He estimates Solana, even at 3,000 transactions per second, could only handle 18.43% of that load today, versus Binance at 1.21%, Tron at 0.8%, Sui at 0.7%, and Ethereum at 0.13%.

Solana price modeling and a wrap-up on security

Explaining how Solana transaction growth could translate into price, the host points to a fee-burn mechanism where half of base fees are permanently destroyed, alongside validator and staker rewards. He sums demand drivers—real-world asset tokenization ($525 billion), stablecoin settlement ($150 billion), agentic AI ($270 billion) and consumer use ($50 billion)—for total exogenous demand of $995 billion, implying a Solana price of $1,570 given 69.4% of supply staked. He also calculates that if Ethereum reaches a speculated $40,000 (a $5 trillion market cap) as predicted by Standard Chartered's Jeffrey Kendrick, Solana matching that market cap would imply $8,839.

On security, responding to a question about using the same devices for AI agents and brokerage access, he recommends dedicated machines for trading, warns against letting AI agents access brokerage passwords or sessions, and advises against logging into brokerages on public Wi-Fi, citing risks like "evil twin captive portals" and phishing.