A BNB ETF listed on Nasdaq, tokenized SpaceX equity trading onchain and 1.57M BNB burned (worth ~$1B) in a single event.All in a single quarter on BNB Chain.Blockworks just published the numbers behind BNB Chain's Q2 🧵 👇Blockworks (@Blockworks):https://t.co/x6thtyrBHo ...

Market Dynamics - SpaceX shares erased 20% (one-fifth) of their value following the record-setting debut of the rocket, satellite, and artificial intelligence company [1] Investment Risks - Investors increasingly shunned riskier technology firms, leading to the valuation decline of SpaceX [1]

Market Trends & Industry Dynamics - CXMT is recognized as the second largest IPO in China's history and functions as the chip monopoly in China, holding a dominant position in DRAM and a growing business in HBM [1] - Driven by computing demands such as the release of the Kimmy K3 model, memory demands in China are accelerating rapidly [3] - CXMT ranks globally as the fourth or fifth largest player in the memory space [3][4] - The space economy is viewed as being in an early stage that will take time for companies to mature and prove their innovations [8] Investment Opportunities & Product Strategy - The DISC ETF provides exclusive global ETF access to CXMT shares, representing approximately 10.5% of the fund's weighting [2][4] - Exposure to CXMT is currently achieved through a swap provided by Morgan Stanley, which will be converted to outright equity once the stock is added to the Hong Kong Stock Connect [5][6] - The NASA space exploration ETF previously offered early exposure to SpaceX shares through a special purpose vehicle [7] - The photonics ETF offers early exposure to Anthropic to support influential technology companies [9]

Market Competitiveness and Industry Dynamics - SpaceX AI phone ranks first in market potential due to strong execution capabilities and brand preference [3][4] - OpenAI phone secures second place in the artificial intelligence smartphone ranking [3][4] - Amazon phone struggles with market demand, reminiscent of the unsuccessful Fire Phone discounted to $20 on Prime Day [4] Strategic Risks and Ecosystem Limitations - SpaceX restricts platform integration by excluding competitor applications like Instagram from its ecosystem [2] - Amazon faces hardware adoption challenges, as demonstrated by the historical failure of the Fire Phone [4]

RT X Freeze (@XFreeze)A throwback to Elon Musk walking through the engineering behind Falcon 9’s payload fairingExplaining the massive carbon-composite structure… large enough to fit a full-size city bus insideEarly SpaceX energy hits differentFrom factory-floor tours to making rocket reuse routine and launching at a cadence the rest of the industry can only dream ofInsane how far SpaceX has come ...

Artificial Intelligence & Semiconductor Industry Trends - Artificial Intelligence chipmaker Nvidia faces market scrutiny over circular financing risks, including guaranteed investments and customer backstops to sustain massive growth rates [5][6][8][9] - Nvidia invests 5 million dollars in artificial intelligence startup Safe Superintelligence and plans 2 gigawatts of data centers with SK Group [19][49][118] - Major cloud hyperscalers push into negative free cash flow territory due to skyrocketing infrastructure and capital expenditure demands [10] - A Shanghai-based firm backed by the Chinese state begins mass-producing Deep Ultraviolet (DUV) lithography machines, targeting 5 units this year and 20 units next year to build a domestic chip supply chain, posing potential threats to ASML and causing ASML shares to slide by more than 8% [1][18][50][93] - South Korea's KOSPI index trades at less than 6 times forward earnings, with SK Hynix shares dropping roughly 40% and wiping out nearly 500 billion dollars in value, while trading below its July 9 IPO price [2][43][55][58] - Token consumption metrics across major technology firms grow 4X to 5X over the past year, driving underlying demand for data center chips [16][17] Macroeconomics & Energy Markets - Brent crude trades below 90 dollars a barrel while dropping 8.7%, though remaining up about 20% for the month, driven by eased Middle East supply threats and U.S.-Iran ceasefire discussions mediated through Oman [1][3][28][36][128] - U.S. WTI crude declines by 0.6% amid ongoing negotiations between the U.S. and Iran to end the conflict [4][28] - Central bank policy expectations price in a 34% chance of a Bank of Japan rate hike next month and about a 40% chance of a Federal Reserve rate hike, as investors grow concerned that central banks are falling behind the curve on inflation [24][25] - China commits to capping replacement tariffs on U.S. goods at 20%, while current tariffs stand at 12.5% amid U.S. probes into forced labor and overcapacity [38][39][144] - Global mining companies BHP and Rio Tinto experience stable iron ore demand and high copper prices, with copper trading consistently above 13,000 dollars a ton [164][165][169]

Cursor makes its biggest India push yet ahead of SpaceX acquisition with localized pricing https://t.co/9hmTVpFxyk ...

Starship’s successful splashdown was perhaps game-changing news for #SpaceX; yet, the stock dropped further below its IPO price today. The equity market is climbing a “wall of worry”. Bull markets do not end in this way. They end when everyone believes the sky is the limit!Brett Winton (@wintonARK):Friday's successful Starship splashdown and its relatively unscathed heatshield were much more meaningful than most realize.If SpaceX can master starship reuseability this year that would increase our 2031 revenu ...

00:00 引言與今日資訊預告 00:21 特斯拉SpaceX股價 00:35 Cybertruck產線危機 01:04 供應商鎖模具真相 02:19 數千輛影響分析 04:23 HALO鏡頭清洗登場 05:09 FSD物理瓶頸破解 08:12 老馬說 內容簡介： 🔹Tesla緊急起訴供應商！關鍵模具被鎖廠內，每週加收25萬美元才肯開工，庫存只剩幾天，數千輛已訂購Cybertruck恐全面停產😱 Just-in-time產線致命軟肋被掀開！ 🔹Model Y零件目錄驚現HALO鏡頭雨刷清洗系統！這可是FSD最被低估的硬體升級，Robotaxi專用功能要下放到量產車？鏡頭乾淨才是純視覺真正關鍵👀 🔹老馬說：做決策本來就預期會出錯，錯不到30%代表決策還不夠多！SpaceX用爆炸換最快數據🚀 快來看看這波供應鏈與FSD最新進展！ #特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #Cybertruck #fsd #大魚聊電動 #Optimus #Robotaxi @Tesla ...

Unfiltered realitySpaceX (@SpaceX):Starship in space on Flight 13 https://t.co/rAxl8BqHsK ...