spacex99valuefromai

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The #SpaceX99ValueFromAI narrative highlights speculation that AI infrastructure could become a major part of SpaceX’s future value. With Starlink, satellite networks, launch capabilities, and potential computing infrastructure, SpaceX could benefit from the AI boom. However, the 99% valuation claim is speculative and should be judged against verified financial data, actual AI revenue, and future execution.
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CPI Cooling, But Bitcoin Still Needs Liquidity

July CPI came in at 3.4% YoY, while core CPI landed at 2.5% — both in line with expectations. That eases some macro pressure, but it’s not enough on its own to confirm a fresh bull market.

The real question is whether new capital is entering.

On August 12, U.S. spot Bitcoin ETFs saw around $61M in net outflows, while Ethereum ETFs recorded roughly $7M in inflows.

So, cooler CPI removes a headwind — but it doesn’t automatically bring buyers.

I’m watching three key signals:

Treasury yields: Do they continue to decline?

ETF flows: Do sustained inflows return?

$BTC volume: Can Bitcoin break resistance with genuine buying pressure?

If all three line up, CPI relief could turn into a stronger bullish catalyst.

Until then, improving macro conditions ≠ guaranteed upside.

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