橙子Joyce

#币安神算子 https://app.binance.com/uni-qr/prophet?from=share&seasonId=prophet_1019_s1&ref=16601015
According to an official Binance announcement, Binance Pick will officially launch on October 21, 2026 (UTC+8). Early-bird sign-ups open on October 19, 2026. The more people sign up, the larger the prize pool unlocked, up to 1,000,000 USDC. The sign-up period runs from October 19, 2026, to October 21, 2026, at 07:59:59 (UTC+8), and the prediction period runs from October 21, 2026, at 08:00:00, to November 16, 2026, at 07:59:59 (UTC+8). Rewards include a 500,000 USDC season leaderboard prize pool, a total weekly leaderboard prize pool of 400,000 USDC (100,000 USDC per week), and a 100,000 USDC participation prize pool. The season leaderboard closes on November 16, 2026, at 07:59:59 (UTC+8), and the weekly leaderboard closes every Monday at 07:59:59 (UTC+8).
Click now to earn points and join the prediction event. If you haven't joined yet, hop on board! 🚗

Charlie Munger, Warren Buffett’s longtime partner:
Long-term investing inevitably involves booms and busts. Accept market ups and downs as you would the changing of day and night.

Charlie Munger quotes:

- On learning: “I’ve never met a wise person who didn’t read all the time—none, zero.”

- On goals: “The surest way to get what you want is to make yourself worthy of it.”

- On thinking: “Invert, always invert.” Knowing what you don’t know is more useful than being merely smart.

- On investing: “A great business at a fair price is far better than a fair business at a great price.” In the short term, the market is a voting machine; in the long term, it’s a weighing machine.

- On patience: “We make money by remembering the obvious rather than by mastering the esoteric.” Wait most of the time, then make a big bet when a great opportunity comes along.

- On life: “If I knew where I was going to die, I would never go there.” When tragedy strikes, don’t let one misfortune turn into more.

The four principles Munger emphasized time and again were: rationality, patience, lifelong learning, and knowing the limits of your circle of competence.
$SPCX.US

$TSLA.US

On the ground at Jensen Huang’s GTC: Future telecom base stations could evolve into distributed AI networks, with all telecom operators offering AI computing power

🚀 Jensen Huang’s Berlin GTC makes headlines! AI factories and computing networks are once again in the spotlight
NVIDIA CEO Jensen Huang unveiled his latest AI vision at GTC in Berlin, sharing a wealth of insights. A must-read for AI enthusiasts! 👇

🔥 Key takeaways:
1️⃣ Telecom base stations = distributed AI networks
Huang said that all telecom operators will offer AI computing power in the future, and traditional telecom base stations could be transformed directly into distributed AI networks!

2️⃣ The “five-layer cake” model of the AI economy
Huang divides the AI economy into: energy ➡️ computing power ➡️ AI factories ➡️ models ➡️ applications.
Worth noting: NVIDIA was the only company logo shown in the computing layer!

3️⃣ Cost of a 1-gigawatt (GW) data center
The total cost can reach $50 billion, including land, electricity, equipment, storage, cooling, and other expenses.

4️⃣ New tools arrive: DSX Pod & liquid cooling technology
DSX Pod: Deployment can be completed in as little as 14 days, accelerating the development of AI infrastructure in Europe.
Highly sustainable: Closed-loop liquid cooling and dry cooling bring water consumption close to zero. At a 2 GW scale, this could save 54 million liters of water per day; DSX MaxLPS software can reduce power consumption by up to 30%.

5️⃣ OpenShell architecture and next-generation security controls
Combines Vera Rubin infrastructure, Vera CPUs, and BlueField-4 DPUs.
Massive performance gains: Vera Rubin NVL72 delivers up to 30 times more throughput per megawatt on agent workloads than its predecessor!
Hardware-level isolation: The NVIDIA Sentry framework enables security isolation in milliseconds, preventing agents from crossing boundaries. Major players including Microsoft, Google Cloud, OpenAI, and Anthropic have joined the ecosystem.

💡 From distributed AI base stations to computing factories, breakthroughs in hardware infrastructure are providing powerful foundational support for crypto-and-AI narratives such as decentralized physical infrastructure networks (DePIN) and AI agents. Computing power is electricity, and the AI economy is taking shape at an accelerating pace.
💬 What do you think the future holds for “distributed computing networks”? Are you bullish on AI + DePIN? Join the discussion in the comments! 👇
#NVIDIA #NVIDIA #AI #DePIN #AIAgent #算力 $NVDA.US
We continue to invest in $NVDA stock on Binance Exchange
$GOOG.US
$MSFT.US

🚀 SpaceX Q3 earnings blow expectations away! AI business surges 830% to become the biggest dark horse 🌌 Expectations of a “merger” between SpaceX and Tesla have set Wall Street ablaze!

SpaceX just released its Q3 2026 earnings, smashing expectations across the board. Its share price briefly surged more than 8% after hours! Here are the key highlights 👇

📊 Key earnings figures
Total revenue: $14.58 billion (up 161% year over year), far exceeding expectations!

Net income: $4.4 billion (vs. $1.88 billion expected), more than doubling expectations!

Diluted EPS: $0.35 (vs. $0.15 expected)
🤖 AI “Superintelligence (SI)” becomes the company’s largest revenue source
SI business revenue: $7.56 billion (up a whopping 830% year over year!), surpassing Starlink for the first time to become the company’s largest revenue pillar!

Growth drivers: Strong demand for cloud services, synergies from the acquisition of Cursor, and explosive growth in applications of the Grok model.

📡 Starlink and space businesses continue steady expansion
Satellite internet: Revenue of $5.25 billion (up 69% year over year), with Starlink subscribers surpassing 13.6 million!

Space launches: Revenue of $1.77 billion. Starship’s 14th flight successfully deployed Starlink V3 satellites into orbit and contributed commercial revenue for the first time!

💡 Outlook and highlights
Accelerating computing capacity: Q3 capital expenditure was nearly $20 billion, of which 84% went toward building AI/SI infrastructure (the COLOSSUS II computing center is being expanded).

Musk’s big announcement: Executives revealed on the earnings call that next year’s annual recurring revenue (ARR) target could reach as high as $1 trillion, and confirmed that a potential merger with Tesla is under discussion!
$TSLA.US
$SPCX.US

$NVDA.US

🚀 Musk to “airdrop” SpaceX shares to every child in America? The ultimate revolution in traditional philanthropy!
After Anthropic announced the creation of a “public benefit fund,” allocating 5% of its equity to traditional foundations for indirect distribution, Musk fired back boldly on X with a blockbuster plan:
> “Next year, I will give one share of SpaceX stock to every child in America. Giving the public shares that represent a stake in the economy of the future directly is the right way to go.”
>
📌 “SpaceX Airdrop for Everyone” in One Minute
* Estimated scale: Around 73 million children under the age of 18 in the United States.
* Airdrop value: Based on a post-IPO SpaceX valuation of $2 trillion and an estimated share price of about $147.96, this “massive airdrop” would have a high face value, yet account for only a tiny fraction of Musk’s personal wealth.
* Connecting the dots: The plan is expected to link up with the U.S. Treasury’s “Trump Accounts” for minors.
💡 A Clash of Two Distribution Models: Intermediary Trusts vs. Direct “Airdrops”
| Dimension | Anthropic model (traditional Web2 philanthropy) | Musk 2.0 model (direct capital distribution) |
|---|---|---|
| Approach | Contribute to a foundation ➔ board approval ➔ indirect funding | Eliminate intermediaries ➔ deliver directly to individuals ➔ share ownership for all |
| Rationale | High bureaucratic and administrative overhead; relies on intermediary organizations | Assets delivered directly to recipients, who benefit from the long-term premium of top-tier tech |
| Perspective | Passive recipients of aid | Cultivating an “ownership perspective” on the economy of the future |
⚠️ Three Major Questions and Controversies Behind the Excitement
* Will the shares actually be delivered?
Musk’s past commitments, including an OpenAI donation and a $6 billion donation to the UN World Food Programme, have been disputed. This plan lacks specific custody arrangements and legal details, so observers are still waiting to see whether it will actually happen.
* Who qualifies, and what about taxes?
Will this be limited to U.S. citizens, or include all minors living in the United States? When will recipients be able to sell their shares and cash out? How will taxes be handled?
* Can “giving shares” replace “public support”?
Critics argue that stocks are volatile assets whose value lies in the future and cannot meet people’s immediate needs. Public welfare should still be built on a transparent tax system, rather than on the “selective giving” of the wealthy.
🎯#币安交易所美股

$SPCX.US
$NVDA.US
$GOOG.US

😉Please help vote for me. 😍Many thanks.
Vote for the 2026 Annual Blockchain Top 100 Creator Award!

💡 [Trump’s Balance Sheet Makes a Major Turnaround: Crypto “Money Machine” Helps Him Wipe Out Debt]
On one side, U.S. government debt has surpassed $40 trillion, setting a new all-time high; on the other, Donald Trump’s personal leverage has fallen to its lowest level in nearly a decade!
According to the latest disclosure from Forbes, in May 2026, Trump fully paid off the remaining $5.7 million mortgage on the commercial space of Trump International Hotel and Tower in New York. The ten-year loan was originally set to mature in August 2026, and the latest official documents confirm that the debt balance has dropped to zero, with no new refinancing undertaken.
📉 From “Cash Crisis” to “Deleveraging”
Rewinding to the end of Trump’s first term, he once faced a severe funding squeeze:
* Debt cliff: More than $900 million in debt was coming due, while liquid cash on hand was below 10%.
* Huge fines and lawsuits: In early 2024, he was hit by a one-two punch from the New York civil fraud case ($450 million) and the E. Jean Carroll case (nearly $90 million). Lawyers once warned he might have to “dump assets at fire-sale prices.”
However, as the fraud penalties were completely overturned on appeal, combined with a series of refinancings and asset monetizations, Trump’s cash flow reversed course.
🪙 New digital assets: the family’s “gold mine”
The biggest factor behind the transformation of Trump’s balance sheet is his cryptocurrency business:
* Meme coin: Sold to “MAGA” supporters, generating an estimated more than $600 million in pre-tax cash.
* World Liberty Financial (WLF): A crypto project co-founded with his family, contributing about $500 million in pre-tax income.
* Equity sale: Reports say capital linked to the UAE acquired a 49% stake in WLF, bringing in another $260 million.
🏢 Major real estate debt cleanup
With massive cash in hand, Trump began an ongoing debt repayment spree:
* Paid off about $114 million in debt on 40 Wall Street in cash.
* Paid off a $45 million loan on Trump Tower Chicago.
* Settled loans tied to Palm Beach, the Bedford mansion, and Trump Plaza.
* Settled the final $5.7 million balance on the commercial space of Trump International Hotel and Tower in New York.
As of September 2026, Trump’s liquid assets were estimated to be close to $1.9 billion.
$BNB

🔥 A blockbuster week for U.S. stocks is here: Nvidia’s GTC joins forces with major U.S. companies as AI returns and earnings durability face a major test!
From Nvidia’s computing-power expansion in Europe to a packed schedule of earnings reports from tech giants, the commercialization of the AI industry chain and the spread of demand will face a comprehensive test.
1️⃣ Nvidia GTC kicks off in Berlin, with Jensen Huang focusing on “European sovereign AI”
* Time and topics: Nvidia’s GTC AI conference takes place in Berlin from October 20–22. Jensen Huang is scheduled to deliver the keynote on Wednesday (17:00–19:00 Beijing time). Key topics include European sovereign AI, enterprise AI infrastructure, Agentic AI, inference deployment, and robotics.
* Public- and private-sector cooperation: German Chancellor Merz plans to meet with Jensen Huang, with a focus on cooperation in computing power for Germany’s industrial AI.
* What the market is watching: Investors will be looking to see whether Nvidia discloses details about its next-generation chip architecture, as well as the scale of deployments in European data centers, sovereign computing power, and industrial AI projects.
2️⃣ Tech giants take the earnings baton: Meta and Tesla report
The S&P 500’s blended earnings growth for the third quarter is expected to reach 29%, driven primarily by the energy and technology sectors.
* Meta ($META): Investors will watch whether its advertising business can continue to support its massive AI capital expenditures, as well as progress in monetizing AI recommendation tools and Agentic AI.
* Tesla ($TSLA): Q3 deliveries exceeded 486,000 vehicles, and energy storage deployments reached 13.7 GWh. Key items in the report include automotive gross margins and cash flow, as well as updates on Robotaxi, FSD, and upcoming models (the live Q&A will be held Thursday at 05:30).
* SpaceX ($SPCX): The market will closely monitor Starlink and the cash flow and profitability of its space infrastructure business.
3️⃣ A comprehensive test of the semiconductor supply chain: Lam Research, Texas Instruments, and Western Digital
* Lam Research ($LRCX) (wafer fabrication equipment): A test of expansion plans among memory customers and demand for advanced process and packaging equipment.
* Texas Instruments ($TXN) (analog chips): Investors will assess the recovery in demand from traditional end markets such as industrial and automotive, along with the inventory cycle.
* Western Digital ($WDC) (storage): Investors will watch cloud providers’ purchases and demand for high-capacity hard drives to see whether data center expansion can continue translating into storage orders.

If Nvidia signals strong demand and tech giants’ capital expenditures and revenue growth form a virtuous cycle, recent market concerns about the “return on investment (ROI) of AI” should ease considerably.
$NVDA.US

SPCX Earnings Expectations:
Views of Major Financial Institutions on the Artificial Intelligence (AI) Business ⓘ

* Beat expectations: 100%

* Missed expectations: 0%

1. AI Revenue and Margin Expectations Raised Significantly

* Goldman Sachs: Expects significant revenue growth in the AI business over the next three years; ground-based computing capacity could reach approximately 2.4 gigawatts (GW) by the end of this year.

* Evercore ISI: Expressed strong confidence after third-quarter revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) exceeded expectations, and raised its price target.

* Citi: Adjusted EBITDA in the AI business exceeded expectations by nearly $1.5 billion; the timeline for achieving its revenue target has been brought forward to 2030.

2. “Starship” Technical Milestones Exceed Expectations

* Morgan Stanley: The successful deployment of V3 Starlink satellites during an orbital flight was a major achievement and a key catalyst.

* Citi: Starship’s successful 14th flight further strengthened launch capabilities and marked a turning point on the path to commercial operations.

* Pivotal Research: Highlighted growth potential from the expansion of Starlink’s mobile business and spectrum acquisition.

3. Growth Trends Across Core Business Segments Confirmed

* Deutsche Bank: Achieving the $100 billion annual recurring revenue (ARR) target by the end of this year is entirely feasible.

* Bernstein: The connectivity business lays the foundation for profitability, while the AI computing business is driving resilient revenue growth.

* BofA Securities: Maintained an optimistic outlook, highlighting the company’s differentiated strengths across its three key business segments: space, connectivity, and AI.

—————————————————————————We buy SPCX, GOOG, and NVDA on dips
$SPCX.US
$GOOG.US
$NVDA.US

Tesla’s new Roadster technology revealed in a major exposé. Lars Moravy, Tesla’s Vice President of Vehicle Engineering, has for the first time publicly shared a comprehensive look at the highly anticipated new Roadster’s core technologies! This supercar throws out traditional design ideas, using a range of aerospace technologies and a revolutionary powertrain layout to push beyond the market’s expectations of what an electric vehicle can do.

Here are the key highlights:
1. Ditches all-wheel drive for “dual-motor rear-wheel drive” + a dedicated 4680 battery
* Dual-motor rear-wheel drive: Abandons the tri-motor/all-wheel-drive setup in favor of a dedicated dual-motor rear-wheel-drive layout. Total output exceeds 1 megawatt (about 1,341 horsepower), with torque surpassing 1,400 N·m. An 8.4:1 planetary gear set independently drives the rear wheels.
* Lightweight, at just 1,700 kg: The target weight for the whole vehicle has been reduced to under 1,700 kg (it was previously planned to weigh 2,000 kg).
* Custom 4680 battery: Features an aluminum casing and titanium-alloy top cover, combined with a double-sided, one-way cooling thermal-management system to ensure performance does not fade during 25–30 minutes of intense track driving. Supports an 800–1,000 V high-voltage platform, with a target of charging from 15% to 80% in under 10 minutes.

2. Active suction system: Cornering G-forces exceed 2g
* Ground-effect suction fans: Four 20 kW fans driven by high-pressure compressor motors are installed underneath the car. Together with four retractable skirts, they firmly “suck” the vehicle to the ground at low speeds, filling an aerodynamic blind spot.
* Active aerodynamic components: The front splitter has internal vanes adjustable through 80°. The rear-wing actuators are borrowed directly from the leg actuators of the Optimus humanoid robot, enabling extremely precise control of downforce.

3. Co-developed with SpaceX: Cold gas thrusters (CGT)
* High-pressure nitrogen propulsion: Uses nitrogen at 10,000 psi (about 689 bar) as the working fluid; it is non-toxic and non-flammable.
* Capable of brief, short-distance flight off the ground: The top-spec Rocket version is equipped with a 600 L gas tank and six thrusters, producing nearly 90 kN of thrust. This could help the vehicle briefly lift off the ground and correct its attitude in midair!

In summary: Tesla’s new Roadster is more than just an electric supercar—it brings together Tesla’s advances in materials science, thermal management, robotic actuators, and SpaceX aerospace propulsion technology. There are already 4–5 prototype cars, and large-scale testing with a fleet of test vehicles is expected to begin early next year.
———————-
We buy on dips
$SPCX.US

$TSLA.US
$TSM.US

🚀 Fed Chair Warsh’s major speech in Bangkok is coming up! The final policy signal before the October rate-setting meeting

📌 Key points at a glance:
* Venue: Bangkok, Thailand (the IMF-World Bank Annual Meetings)

* Key time: 10:30 a.m. Bangkok time on October 16 (the evening of October 15 U.S. Eastern Time—the final public appearance before the “blackout period” ahead of the FOMC rate-setting meeting)

* Format: A fireside chat with IMF Managing Director Georgieva

💡 Four key areas of focus for this speech:

* Inflation resilience and the rate path

* The latest September CPI/PPI readings came in higher than expected, with energy and housing prices continuing to add to inflationary pressures.

* Markets are focused on whether Warsh will signal a hawkish stance at the October 27–28 FOMC meeting, such as raising rates again or keeping rates restrictively high.

* Sticking to “doing away with forward guidance”

* Warsh is expected to reiterate his “say less, do more, data-dependent” policy style, avoid making excessive predictions about the future path, and emphasize that monetary policy will be adjusted dynamically based on actual economic indicators.

* Quantitative tightening (QT) and financial conditions

* Discussion of the size of the Fed’s balance sheet and the neutral interest rate, with an emphasis on reducing excessive liquidity intervention and guiding markets back toward pricing based on fundamentals.

* Global economic risks and independence

* He is expected to comment on how geopolitical shocks (such as oil price fluctuations) affect both supply and demand, while emphasizing the Fed’s commitment to maintaining its monetary policy independence.

📉 What impact could this have on the crypto market (BTC /
Crypto)?

* Increased short-term volatility: If Warsh takes a hawkish tone (for example, emphasizing inflation risks and raising expectations of an October rate hike), it could put short-term pressure on the liquidity premium of BTC and other risk assets.

* Whale activity: On-chain data shows signs of whale addresses accumulating coins on dips ahead of the data release and speech, suggesting market participants are waiting for the uncertainty to clear.

* Key levels to watch: Market sentiment remains cautious, and the overall market structure hinges on how the Fed defines the peak for interest rates in the fourth quarter.

#FederalReserve #Macroeconomics #BTC #CPI #BinanceSquare
$SPCX.US
$LLY.US
$GOOG.US

Tesla and SpaceX merger countdown?

Tesla’s 2026 annual shareholder meeting must be held no later than December 6. While a merger of this kind would bring some financial synergies, its real value lies in the vertical integration of the two companies’ artificial intelligence (AI) technologies.

SpaceX and Tesla already have several business ties and overlapping investor groups, and both companies are led by Elon Musk. The rocket manufacturer has purchased more than $100 million worth of Tesla Cybertrucks, while xAI is a major customer for Tesla’s utility-scale batteries.

The two companies are also working together on a chip manufacturing project called Terafab. The project will produce semiconductors for Tesla’s electric vehicles, robotaxis, and Optimus robots, as well as a chip designed exclusively for SpaceX’s orbital AI satellites.

Musk has recently discussed various ways his two largest companies could interact and integrate. On the latest earnings call, for example, he said that Tesla and SpaceX “overlap in many areas.”

The possibility of a Tesla/SpaceX merger has increasingly become the market consensus. Although an announcement of a Tesla/SpaceX merger could be delayed until late October or even early November, if it slips into that window, securing shareholder approval for the acquisition at the annual meeting would become significantly more difficult.

Investors and analysts have long widely expected the two Musk-owned companies to merge, especially after SpaceX completes a record-breaking IPO this year. Reports in January said SpaceX had considered merging with Tesla, but ultimately decided to acquire Musk’s AI startup, xAI.

The main obstacle to any deal would be a shareholder vote, as shareholders of both Tesla and SpaceX may need to approve the merger.

“In the vote at Tesla’s 2025 annual shareholder meeting, about 11% of the total shares eligible to vote were ‘broker non-votes,’ which were effectively counted as ‘against’ votes. We expect Tesla to try to increase shareholder participation in a potential vote on a SpaceX merger.”

Ron Baron expects SpaceX to reach $50 trillion within a decade, up from his previous estimate of $2 trillion — saying Elon Musk thinks his estimate is “way too low”
Investor Ron Baron believes SpaceX could reach a market capitalization of $20 trillion to $50 trillion within a decade, with the Starlink program and space data centers playing key roles. A decade-long rally could send shares soaring to “thousands of dollars per share”
On Tuesday, the founder of Baron Capital said at Columbia Business School’s Distinguished Speakers Series that he believes the company led by Elon Musk will trade at “thousands of dollars per share” within a decade, giving it a market capitalization of “$20 trillion, $30 trillion, $50 trillion.”
SpaceX currently has a market capitalization of about $2.063 trillion.
Baron said he advises friends to buy SpaceX shares and keep adding to their holdings every month, regardless of market fluctuations. If they wake up worried about how much they have invested, he advises: “Then call your broker and buy some more.”
Baron believes that Starlink alone could be worth “about $14 trillion to $15 trillion” in a decade, and that it is still at a “very early stage” of its growth.
He said data centers in space could be “several times the size of Starlink” because “we can’t build them on Earth anymore.” He said investors should expect returns of “at least 20 or 30 times.”
The Bull Case Widens
The bullish case is expanding
Citi analyst John Godin believes the stock could rise to $900 per share, implying a market capitalization of about $12.2 trillion, after Starship successfully carried 26 Starlink V3 satellites into orbit last month.

Last week, the company agreed to acquire nationwide 800 MHz spectrum from Grain Management to extend Starlink Mobile from satellites to the ground, potentially challenging AT&T Inc. (NYSE: T) and Verizon Communications Inc. (NYSE: VZ).
CNBC host Jim Cramer said last week that SpaceX could deliver returns to investors well before Tesla Inc. (NASDAQ: TSLA).
Benzinga Edge rankings show that SpaceX shares have positive price trends over the short, medium, and long term.
$SPCX.US

October U.S. Earnings Season! Tech Giants Report in Quick Succession

October 2026 marks a pivotal moment in the U.S. earnings season, with the performance of the AI supply chain and tech giants in the spotlight.

First wave (October 13–15): JPMorgan Chase, ASML, and TSMC report first, drawing attention to the financial sector’s operating conditions and demand for AI chips.

Second wave (October 20–21): Netflix, Tesla, and Meta take their turn, with autonomous driving, AI capital expenditures, and advertising business growth among the key areas to watch.

Third wave (October 28–29): Microsoft joins Google and Amazon in the earnings window. Markets will focus on whether massive AI investments can translate into actual revenue and profit growth. Google’s and Amazon’s earnings dates are estimates.

Notably, the Federal Reserve will announce its interest rate decision in the early hours of October 29 Beijing time, adding another major event to the same period as the tech giants’ earnings reports.

Progress in AI commercialization and signals on Fed policy will converge, potentially making late October a key period of volatility for U.S. stocks.

#美股财报季 Tech Giants #U.S. Stock Market #Artificial Intelligence #Earnings Calendar #Fed Rate Decision #U.S. Stock Investing #Tesla #Microsoft #Google #Amazon #Meta #Tesla #TSMC #ASML #奈飞
$GOOG.US

$META.US
$AMZN.US

🚀 Tesla’s BTC holdings are valued at $1 billion again! SpaceX’s holdings revealed as well

With Bitcoin (BTC) breaking above the $84,000 mark, the crypto reserves of Tesla (TSLA) and SpaceX (SPCX) are once again in the market spotlight!

📌 Key takeaways
* Tesla holdings: Unchanged at 11,509 BTC, with over $122 million in unrealized gains in the short term. Their total value has rebounded from a mid-year low of $674 million to nearly $1 billion.

* SpaceX reserves: Also holds 8,285 BTC, demonstrating the diversified treasury asset allocation of Musk-owned companies.

* Strategic shift: After building its position in 2021 and making two strategic sell-offs (reducing holdings by 10% in Q1 2021 to test liquidity, and by 75% in 2022 to address cash flow), Tesla has fully shifted to a long-term, passive holding strategy (HODL), with no more frequent arbitrage.

* Favorable FASB accounting treatment: Under the latest FASB accounting standards requiring measurement at fair value, companies can reflect appreciation in crypto assets in a timely manner, helping their financial reports show stronger results.

💡 Outlook: Tesla is set to disclose its audited BTC reserve balance in its Q3 2026 financial report. This will be a key milestone for institutional investors and the market to watch!

#BTC #TSLA #SpaceX #BinanceSquare $BTC

$SPCX.US
$TSLA.US

SpaceX proposes major Starship expansion, with up to 456 launches and 912 landings per year

SpaceX plans to significantly increase the number of Starship rocket launches and landings at its Starbase facility in South Texas, expanding its annual flight operations to hundreds of missions.

The U.S. government is currently reviewing the plan. On Tuesday, the Federal Aviation Administration (FAA) announced that it would prepare an environmental impact statement on SpaceX’s proposal and hold public hearings. According to information disclosed by the FAA, SpaceX plans to conduct up to 456 launches and 912 landings per year at its Texas facility. Landings would take place after launch or at the end of a mission, when the Starship spacecraft and its Super Heavy booster would return intact to the base in an upright position for reuse.

Elon Musk has said several times that the company hopes to increase Starship’s launch frequency as much as possible in the future, and has claimed that in less than a decade, Starship will be able to launch more than once an hour. The company recently also announced plans to invest up to $100 billion to build a large launch facility in southern Louisiana to support frequent Starship launches.
$SPCX.US

170,000 traders liquidated! Cryptocurrencies surge across the board
The cryptocurrency market is seeing a fresh rally. On October 13, cryptocurrencies surged across the board, with Bitcoin climbing and briefly breaking above $84,000 per coin, up more than 2.8% at one point.

Data from CoinGlass shows that 170,300 traders were liquidated across the cryptocurrency market in the past 24 hours, with total liquidations amounting to $815 million. Of that total, $689 million came from long positions and $126 million from short positions.

Strategy, the publicly traded company with the largest Bitcoin holdings in the world, disclosed on Monday that it bought more than $21 million worth of Bitcoin last week, bringing its total holdings to around $70 billion. In addition, asset manager Strive recently announced that it had bought 2,000 Bitcoins for $169 million, bringing its total holdings to around $2.4 billion. Cryptocurrency trading platform Robinhood has also joined the ranks of corporate buyers. As companies resume buying crypto assets, Bitcoin's rebound has also boosted expectations of further gains. Despite recent U.S. interest rate hikes and renewed tensions in the Middle East, Bitcoin has remained resilient. Citi recently raised its 12-month price targets for Bitcoin and Ethereum, citing increased activity in the crypto market, a favorable macroeconomic environment, and a recovery in ETF inflows. The bank raised its Bitcoin target from $82,000 to $113,000 and its Ethereum target from $2,240 to $3,028. Analysts point out that Bitcoin's price is influenced by global risk appetite, the U.S. dollar's performance, and expectations for Federal Reserve interest rates. U.S. Treasury yields remain the most important variable: higher interest rates increase the appeal of dollar-denominated instruments and may limit inflows into riskier assets. Changes in energy markets are also a factor. Rising oil prices reinforce inflation risks and increase the likelihood that tight monetary conditions will be maintained, while falling energy prices could boost market interest in cryptocurrencies. Fundamentals remain mixed: although sentiment has improved in some areas, cryptocurrencies are highly sensitive to dollar liquidity, meaning volatility is likely to remain elevated.
$BTC

$BNB
$ETH

🚀 Major Morgan Stanley report: SpaceX price target raised to $300! Could Starship’s 15th test flight usher in a new era of AI computing power and commerce?

Morgan Stanley chief analyst Adam Jonas has published a new research report, reiterating an “Overweight” rating on SpaceX (SPCX) and setting a price target of $300—84% upside from the current share price of $163.42!

📌 Key takeaways:

1️⃣ Starship’s 15th test flight is imminent: Tentatively scheduled for November 8, it may attempt to catch the returning Starship using “chopstick” arms. The 16th test flight could take place as early as December 10.

2️⃣ Starlink V3 deployment is accelerating significantly: A single Starship can carry up to 60 Starlink V3 satellites, each with 10 times the downlink capacity of a V2 Mini satellite! Full reusability will dramatically reduce launch costs.

3️⃣ The valuation upside lies in AI and orbital computing power: Of Morgan Stanley’s $300 price target, enterprise AI contributes $165 per share, while the connectivity business contributes $118. Starship’s greatest financial value may not come from launches alone, but from serving as a carrier for “orbital computing and AI infrastructure”!

💡 Morgan Stanley’s sum-of-the-parts valuation breakdown ($300 price target):

* 🤖 Enterprise AI business: $165 / share

* 📡 Connectivity business (Starlink): $118 / share

* 🚀 External commercial launches: $8 / share

* 🌐 X platform and consumer AI: $8 / share

The market currently values SpaceX’s AI business at only about $33 per share.

If its cloud infrastructure and orbital computing strategies are successfully realized, they could unlock a massive revaluation.

⚠️ Potential risks and technical challenges:

Engine failures remain a serious near-term challenge (multiple engine issues have occurred during test flights with the V3 configuration). Delays in hardware reuse could limit the launch cadence in 2027.

👇 Join the discussion:
Do you believe in the commercial potential of combining SpaceX’s space technology with orbital AI computing power? Would you add SpaceX stock to your portfolio? Share your thoughts in the comments!

#SpaceX #Starship #AICompute #Starlink

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