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橙子Joyce
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橙子Joyce

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十年以上美股市场投研策略|WEB3项目投研|BTC.ETH.BNB.SOL|贵金属投资策略黄金.白银.铜|中长期价值投资者|推特X:@Joyce88AI
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Bullish
NASA and SpaceX plan to launch the earliest Crew-13 mission to the International Space Station at 11:10 a.m. Eastern Time on Thursday, October 1. The launch site is the SLC-40 launch pad at the Cape Canaveral Space Force Station in Florida, using a Falcon 9 rocket and the Crew Dragon “Grace” spacecraft. If liftoff follows the schedule, the spacecraft is expected to reach the International Space Station in less than 9 hours, with a docking time of around 8 p.m. Eastern Time that evening. The docking port will be the forward port of the Harmony module. Crew members: • Commander: NASA astronaut Jessica Watkins • Pilot: NASA astronaut Luke Delaney • Mission Specialist: Joshua Kutryk, Canadian Space Agency • Mission Specialist: Sergey Teteryatnikov, Roscosmos They will join Expedition 75 aboard the space station. The crew is currently in isolation at the Johnson Space Center in Houston and plans to travel to the Kennedy Space Center by Saturday, September 26. —————————————————————————We continue to invest $SPCX.US {stock_us}(SPCX.US)
NASA and SpaceX plan to launch the earliest Crew-13 mission to the International Space Station at 11:10 a.m. Eastern Time on Thursday, October 1.

The launch site is the SLC-40 launch pad at the Cape Canaveral Space Force Station in Florida, using a Falcon 9 rocket and the Crew Dragon “Grace” spacecraft.

If liftoff follows the schedule, the spacecraft is expected to reach the International Space Station in less than 9 hours, with a docking time of around 8 p.m. Eastern Time that evening. The docking port will be the forward port of the Harmony module.

Crew members:
• Commander: NASA astronaut Jessica Watkins
• Pilot: NASA astronaut Luke Delaney
• Mission Specialist: Joshua Kutryk, Canadian Space Agency
• Mission Specialist: Sergey Teteryatnikov, Roscosmos

They will join Expedition 75 aboard the space station. The crew is currently in isolation at the Johnson Space Center in Houston and plans to travel to the Kennedy Space Center by Saturday, September 26.
—————————————————————————We continue to invest $SPCX.US
SPCXUS+0.14%
PINNED
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Bullish
The “crypto winter” that has lasted nearly a year has come to an end, and this may mark what could be the strongest and longest bull run in cryptocurrency history. Over the past 5 days, Bitcoin has gained more than 7%, and over the past 3 months its rise has approached 35%. From a technical standpoint, as long as the support level around $750,000 is held, bulls could push further into the $900,000 area. This rebound comes against the backdrop of the Digital Assets Market Clarity Act failing to pass the Senate via a procedural vote. It breaks the simplistic logic that “legislative failure is a bearish signal,” and the market has begun reassessing the true impact of regulatory uncertainty. Capital flows back: the core logic of crypto spring: The key basis for the end of the “crypto winter” is not simply a price rebound, but a divergence between price and fundamentals. During the recent period when crypto asset prices fell, the industry’s fundamentals did not deteriorate in tandem. On-chain activity increased, and large financial institutions such as BlackRock further participated in the digital asset market—forming a pattern of “cyclical declines in prices paired with structural improvements in fundamentals.” It is expected that crypto asset prices may further catch up to changes in fundamentals later this year. The $900,000 level becomes the next point to watch On a longer time horizon, Bitcoin has still not fully exited the prior correction. Bitcoin reached an all-time high of around $1.26 million in October last year, was then cut roughly in half, and fell to a low of about $576,000 in early July this year. Even with the strong rebound recently, the current price remains about one-third below the historical high. This suggests that the current rebound is more like a repair phase coming out of a deep correction, rather than a confirmation that a new cycle’s all-time high has begun. Whether Bitcoin can effectively break through the $900,000 mark will be a key observation point to test the “realness” of crypto spring: If price meets resistance near $900,000 and pulls back, the market may need to reassess the sustainability of capital rotation; If it breaks through on heavy volume, it will further strengthen the macro view that “the strongest and longest bull run in history” is underway. Going forward, you can watch the Federal Reserve’s interest-rate path and where long-end U.S. Treasury yields are headed—they remain the core macro variables influencing crypto asset valuations. ——————We continue to invest via DCA in BNB, BTC, ETH, and SOL $BTC {spot}(BTCUSDT) $BNB {spot}(BNBUSDT) $SOL {spot}(SOLUSDT)
The “crypto winter” that has lasted nearly a year has come to an end, and this may mark what could be the strongest and longest bull run in cryptocurrency history.

Over the past 5 days, Bitcoin has gained more than 7%, and over the past 3 months its rise has approached 35%. From a technical standpoint, as long as the support level around $750,000 is held, bulls could push further into the $900,000 area.

This rebound comes against the backdrop of the Digital Assets Market Clarity Act failing to pass the Senate via a procedural vote. It breaks the simplistic logic that “legislative failure is a bearish signal,” and the market has begun reassessing the true impact of regulatory uncertainty.

Capital flows back: the core logic of crypto spring:

The key basis for the end of the “crypto winter” is not simply a price rebound, but a divergence between price and fundamentals.

During the recent period when crypto asset prices fell, the industry’s fundamentals did not deteriorate in tandem. On-chain activity increased, and large financial institutions such as BlackRock further participated in the digital asset market—forming a pattern of “cyclical declines in prices paired with structural improvements in fundamentals.”

It is expected that crypto asset prices may further catch up to changes in fundamentals later this year.

The $900,000 level becomes the next point to watch

On a longer time horizon, Bitcoin has still not fully exited the prior correction.

Bitcoin reached an all-time high of around $1.26 million in October last year, was then cut roughly in half, and fell to a low of about $576,000 in early July this year. Even with the strong rebound recently, the current price remains about one-third below the historical high.

This suggests that the current rebound is more like a repair phase coming out of a deep correction, rather than a confirmation that a new cycle’s all-time high has begun.

Whether Bitcoin can effectively break through the $900,000 mark will be a key observation point to test the “realness” of crypto spring:

If price meets resistance near $900,000 and pulls back, the market may need to reassess the sustainability of capital rotation;

If it breaks through on heavy volume, it will further strengthen the macro view that “the strongest and longest bull run in history” is underway.

Going forward, you can watch the Federal Reserve’s interest-rate path and where long-end U.S. Treasury yields are headed—they remain the core macro variables influencing crypto asset valuations.
——————We continue to invest via DCA in BNB, BTC, ETH, and SOL
$BTC

$BNB
$SOL
幸运雨Rain
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☀️🧧🧧🧧Keep your focus and you can cross the cycle📊
The market rises and falls—don’t let short-term fluctuations stir your emotions🕊️
Learn to slow down and observe; refine your understanding while you lie low✨
Don’t rush to achieve success, don’t blindly follow the crowd—keep your own pace💎
All the accumulation will eventually turn into the confidence to move forward💫

With a little light in your heart, move steadily ahead🌿
#AI股持续上涨还有哪些投资机会
#交易
#1688 family
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@晚风Vesper_1688
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[LIVE] 🎙️ Butterfly🦋, Chief C, is an 80M target 🚀🚀🚀
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晚风Vesper_1688
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🌿Let your true self settle, patiently wait for the right moment, and calmly set out for every journey📊
Fluctuations in the market are normal—keep your inner rhythm steady, without panic or haste🕊️
Stick to your own pace, filter out the noise around you, and slowly build strength✨
Time will not fail those who persist with a focused heart💎

The road ahead is long—keep loving what you do, and move forward freely☀️

#交易心理

#狗狗币上涨15%

#1688家族family
乘风Sunshine
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《 “How “Yellow V” is forged—an open secret to growing followers》

1, Go to the Binance homepage, click More, then News/Information, then Square, then the head icon at the bottom right, then the hexagon button at the top right, then click the third reply control, and set it so replies are allowed from my fans.

2, Go to the Square and find the streamer below: 帮帮Bonnie. She’s beautiful, kind-hearted, and her singing is sweet. Go to her live room and ask her to teach you how to grow followers. You’ll need to learn the following skills on the Bangbang livestream: post square红包 stickers, and send红包 in the live room. After you learn it, send红包 in the Bangbang livestream and trade/share红包-posts with the big V who comes to your livestream.

3, Growing followers has no tricks—just stick to it. Every day, go to the live room of @帮帮Bonnie to grow followers.
橙子Joyce
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Bullish
The “crypto winter” that has lasted nearly a year has come to an end, and this may mark what could be the strongest and longest bull run in cryptocurrency history.

Over the past 5 days, Bitcoin has gained more than 7%, and over the past 3 months its rise has approached 35%. From a technical standpoint, as long as the support level around $750,000 is held, bulls could push further into the $900,000 area.

This rebound comes against the backdrop of the Digital Assets Market Clarity Act failing to pass the Senate via a procedural vote. It breaks the simplistic logic that “legislative failure is a bearish signal,” and the market has begun reassessing the true impact of regulatory uncertainty.

Capital flows back: the core logic of crypto spring:

The key basis for the end of the “crypto winter” is not simply a price rebound, but a divergence between price and fundamentals.

During the recent period when crypto asset prices fell, the industry’s fundamentals did not deteriorate in tandem. On-chain activity increased, and large financial institutions such as BlackRock further participated in the digital asset market—forming a pattern of “cyclical declines in prices paired with structural improvements in fundamentals.”

It is expected that crypto asset prices may further catch up to changes in fundamentals later this year.

The $900,000 level becomes the next point to watch

On a longer time horizon, Bitcoin has still not fully exited the prior correction.

Bitcoin reached an all-time high of around $1.26 million in October last year, was then cut roughly in half, and fell to a low of about $576,000 in early July this year. Even with the strong rebound recently, the current price remains about one-third below the historical high.

This suggests that the current rebound is more like a repair phase coming out of a deep correction, rather than a confirmation that a new cycle’s all-time high has begun.

Whether Bitcoin can effectively break through the $900,000 mark will be a key observation point to test the “realness” of crypto spring:

If price meets resistance near $900,000 and pulls back, the market may need to reassess the sustainability of capital rotation;

If it breaks through on heavy volume, it will further strengthen the macro view that “the strongest and longest bull run in history” is underway.

Going forward, you can watch the Federal Reserve’s interest-rate path and where long-end U.S. Treasury yields are headed—they remain the core macro variables influencing crypto asset valuations.
——————We continue to invest via DCA in BNB, BTC, ETH, and SOL
$BTC


$BNB

$SOL
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Bullish
Verified
On September 23, Watcher Guru said that the Moscow Exchange has launched perpetual futures for five major cryptocurrencies. The underlying assets include Bitcoin, Ethereum, Solana, XRP, and Tron. The Moscow Exchange is Russia’s main securities exchange. This product covers perpetual contracts for the five cryptocurrencies mentioned above. $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT) $SOL {future}(SOLUSDT)
On September 23, Watcher Guru said that the Moscow Exchange has launched perpetual futures for five major cryptocurrencies. The underlying assets include Bitcoin, Ethereum, Solana, XRP, and Tron. The Moscow Exchange is Russia’s main securities exchange. This product covers perpetual contracts for the five cryptocurrencies mentioned above.
$BTC
$ETH
$SOL
Article
CPU usage will surge far beyond that of GPUs#Meta’s Muse—this kind of personal AI agent that can interact with websites and applications just like humans—clearly is becoming the next major leap in AI-driven productivity, and is expected to trigger a CPU supercycle that greatly benefits Intel, AMD, and Arm. Why will personal AI agents—such as Meta’s Muse, Spear Street Technology’s Instinct, and even competitive products that OpenAI may introduce—completely upend the market’s demand for CPUs? Some predictions even suggest that the ratio of CPU to GPU demand could reach as high as 40:1.

CPU usage will surge far beyond that of GPUs

#Meta’s Muse—this kind of personal AI agent that can interact with websites and applications just like humans—clearly is becoming the next major leap in AI-driven productivity, and is expected to trigger a CPU supercycle that greatly benefits Intel, AMD, and Arm.
Why will personal AI agents—such as Meta’s Muse, Spear Street Technology’s Instinct, and even competitive products that OpenAI may introduce—completely upend the market’s demand for CPUs? Some predictions even suggest that the ratio of CPU to GPU demand could reach as high as 40:1.
AMDUS-0.52%
ARMUS-0.47%
INTCUS+0.23%
橙子Joyce
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Bullish
The “crypto winter” that has lasted nearly a year has come to an end, and this may mark what could be the strongest and longest bull run in cryptocurrency history.

Over the past 5 days, Bitcoin has gained more than 7%, and over the past 3 months its rise has approached 35%. From a technical standpoint, as long as the support level around $750,000 is held, bulls could push further into the $900,000 area.

This rebound comes against the backdrop of the Digital Assets Market Clarity Act failing to pass the Senate via a procedural vote. It breaks the simplistic logic that “legislative failure is a bearish signal,” and the market has begun reassessing the true impact of regulatory uncertainty.

Capital flows back: the core logic of crypto spring:

The key basis for the end of the “crypto winter” is not simply a price rebound, but a divergence between price and fundamentals.

During the recent period when crypto asset prices fell, the industry’s fundamentals did not deteriorate in tandem. On-chain activity increased, and large financial institutions such as BlackRock further participated in the digital asset market—forming a pattern of “cyclical declines in prices paired with structural improvements in fundamentals.”

It is expected that crypto asset prices may further catch up to changes in fundamentals later this year.

The $900,000 level becomes the next point to watch

On a longer time horizon, Bitcoin has still not fully exited the prior correction.

Bitcoin reached an all-time high of around $1.26 million in October last year, was then cut roughly in half, and fell to a low of about $576,000 in early July this year. Even with the strong rebound recently, the current price remains about one-third below the historical high.

This suggests that the current rebound is more like a repair phase coming out of a deep correction, rather than a confirmation that a new cycle’s all-time high has begun.

Whether Bitcoin can effectively break through the $900,000 mark will be a key observation point to test the “realness” of crypto spring:

If price meets resistance near $900,000 and pulls back, the market may need to reassess the sustainability of capital rotation;

If it breaks through on heavy volume, it will further strengthen the macro view that “the strongest and longest bull run in history” is underway.

Going forward, you can watch the Federal Reserve’s interest-rate path and where long-end U.S. Treasury yields are headed—they remain the core macro variables influencing crypto asset valuations.
——————We continue to invest via DCA in BNB, BTC, ETH, and SOL
$BTC


$BNB

$SOL
橙子Joyce
·
--
Bullish
The “crypto winter” that has lasted nearly a year has come to an end, and this may mark what could be the strongest and longest bull run in cryptocurrency history.

Over the past 5 days, Bitcoin has gained more than 7%, and over the past 3 months its rise has approached 35%. From a technical standpoint, as long as the support level around $750,000 is held, bulls could push further into the $900,000 area.

This rebound comes against the backdrop of the Digital Assets Market Clarity Act failing to pass the Senate via a procedural vote. It breaks the simplistic logic that “legislative failure is a bearish signal,” and the market has begun reassessing the true impact of regulatory uncertainty.

Capital flows back: the core logic of crypto spring:

The key basis for the end of the “crypto winter” is not simply a price rebound, but a divergence between price and fundamentals.

During the recent period when crypto asset prices fell, the industry’s fundamentals did not deteriorate in tandem. On-chain activity increased, and large financial institutions such as BlackRock further participated in the digital asset market—forming a pattern of “cyclical declines in prices paired with structural improvements in fundamentals.”

It is expected that crypto asset prices may further catch up to changes in fundamentals later this year.

The $900,000 level becomes the next point to watch

On a longer time horizon, Bitcoin has still not fully exited the prior correction.

Bitcoin reached an all-time high of around $1.26 million in October last year, was then cut roughly in half, and fell to a low of about $576,000 in early July this year. Even with the strong rebound recently, the current price remains about one-third below the historical high.

This suggests that the current rebound is more like a repair phase coming out of a deep correction, rather than a confirmation that a new cycle’s all-time high has begun.

Whether Bitcoin can effectively break through the $900,000 mark will be a key observation point to test the “realness” of crypto spring:

If price meets resistance near $900,000 and pulls back, the market may need to reassess the sustainability of capital rotation;

If it breaks through on heavy volume, it will further strengthen the macro view that “the strongest and longest bull run in history” is underway.

Going forward, you can watch the Federal Reserve’s interest-rate path and where long-end U.S. Treasury yields are headed—they remain the core macro variables influencing crypto asset valuations.
——————We continue to invest via DCA in BNB, BTC, ETH, and SOL
$BTC


$BNB

$SOL
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Bullish
Musk confirmed this on X today: about 7 days from now (target date around September 28), Starship’s 14th test flight will first enter orbit and deploy the first batch of Starlink V3 satellites intended for actual operations. @elonmusk This is the first mission for Starship to truly reach orbit, and it’s also the first time the V3 satellites will be left in orbit to join the constellation—rather than performing only a suborbital deployment and then burning them up as was done with July’s Flight 13. This mission is planned to carry about 26 V3 satellites. engadget.com Compared with the current V2 Mini, V3 is a major upgrade: per-satellite downlink of about 1 Tbps (around 10×), and uplink of about 160 Gbps. One Starship launch can add a significant amount of capacity to the whole constellation. Musk has also said that the full V3 constellation’s total bandwidth could ultimately be 100× or more than the current network of about 11,000 satellites. These satellites can only be delivered by Starship—Falcon 9 can’t carry a meaningful number of them. If successful, this will be an important step for Starship as it transitions from test flights to delivering commercial payloads. —————————————————————————We continue to invest in US stock markets: $SPCX.US {stock_us}(SPCX.US)
Musk confirmed this on X today: about 7 days from now (target date around September 28), Starship’s 14th test flight will first enter orbit and deploy the first batch of Starlink V3 satellites intended for actual operations.

@elonmusk
This is the first mission for Starship to truly reach orbit, and it’s also the first time the V3 satellites will be left in orbit to join the constellation—rather than performing only a suborbital deployment and then burning them up as was done with July’s Flight 13. This mission is planned to carry about 26 V3 satellites. engadget.com
Compared with the current V2 Mini, V3 is a major upgrade: per-satellite downlink of about 1 Tbps (around 10×), and uplink of about 160 Gbps. One Starship launch can add a significant amount of capacity to the whole constellation. Musk has also said that the full V3 constellation’s total bandwidth could ultimately be 100× or more than the current network of about 11,000 satellites. These satellites can only be delivered by Starship—Falcon 9 can’t carry a meaningful number of them.

If successful, this will be an important step for Starship as it transitions from test flights to delivering commercial payloads.
—————————————————————————We continue to invest in US stock markets: $SPCX.US
SPCXUS+0.14%
A tunnel project by Elon Musk’s company, The Boring Company (“The Boring Company”), plans to develop an intercity tunnel in the U.S. state of Texas connecting Austin and San Antonio. It can be imagined as a “lite version of Hyperloop,” compressing travel time between the two cities from 2.5 hours to within 30 minutes. The proposed project would serve as a pilot for the company’s long-discussed super–high-speed rail concept, with speeds exceeding 200 miles per hour (about 322 kilometers per hour). $SPCX.US $TSLA.US
A tunnel project by Elon Musk’s company, The Boring Company (“The Boring Company”), plans to develop an intercity tunnel in the U.S. state of Texas connecting Austin and San Antonio. It can be imagined as a “lite version of Hyperloop,” compressing travel time between the two cities from 2.5 hours to within 30 minutes. The proposed project would serve as a pilot for the company’s long-discussed super–high-speed rail concept, with speeds exceeding 200 miles per hour (about 322 kilometers per hour).
$SPCX.US
$TSLA.US
Verified
The probability that the Federal Reserve will keep interest rates unchanged at 3.75%-4.00% in the October meeting is 43.5%, while the probability of a 25-basis-point rate hike is 56.5%. The probability that the Federal Reserve will keep interest rates unchanged at 3.75%-4.00% by December is 10.2%%, the probability of cumulative 25-basis-point rate hikes is 46.6%, and the probability of cumulative 50-basis-point rate hikes is 33.3%.
The probability that the Federal Reserve will keep interest rates unchanged at 3.75%-4.00% in the October meeting is 43.5%, while the probability of a 25-basis-point rate hike is 56.5%.

The probability that the Federal Reserve will keep interest rates unchanged at 3.75%-4.00% by December is 10.2%%, the probability of cumulative 25-basis-point rate hikes is 46.6%, and the probability of cumulative 50-basis-point rate hikes is 33.3%.
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Bullish
OpenAI’s cash burn, Google’s runaway AI, SpaceX gets FCC approval, and Anthropic’s Claude helps researchers crack OpenAI 【1】From the cash burn scale projected by OpenAI; the company behind ChatGPT, OpenAI, expects to face a cash burn of $280 billion between 2026 and 2030, mainly driven by compute and infrastructure costs. Despite enormous losses, the company remains committed to expanding capacity and increasing its market share. Currently, OpenAI is seeking a new round of financing at a valuation of $1.2 trillion. OpenAI is rolling out the GPT-6 Astra platform to the legal industry, aiming to help law firms with case research and drafting legal opinions. The platform combines the GPT-6 Astra model with an index covering U.S. case law, statutes, regulations, and other legal materials. 【2】Google’s AI “ran out of control” during a cybersecurity test; Google’s Gemini AI model broke through the systems of three companies during a cybersecurity test. After the AI model was connected to the internet, it ran out of control, making Google the latest company to encounter this kind of issue. 【3】U.S. space exploration technologies company has received approval from the Federal Communications Commission (FCC) to provide international telecommunications services. This license will help SpaceX further increase its capacity to carry international traffic as its satellite and mobile communications coverage continues to expand. U.S. space exploration technologies company has received approval from the Federal Communications Commission (FCC) to provide international telecommunications services. This license will help SpaceX further increase its capacity to carry international traffic as its satellite and mobile communications coverage continues to expand. 【4】Anthropic’s Claude helps researchers crack OpenAI Independent security researchers used Anthropic’s Claude software to successfully infiltrate OpenAI. They leveraged the software to breach a ChatGPT account belonging to an OpenAI employee, thereby obtaining access to the company’s private software cache. The related vulnerability has now been patched. —————————————————————————We continue to invest regularly in the stocks of SpaceX (SPCX), NVIDIA, Google, and Tesla. $SPCX.US {stock_us}(SPCX.US) $GOOG.US {stock_us}(GOOG.US) $NVDA.US {stock_us}(NVDA.US)
OpenAI’s cash burn, Google’s runaway AI, SpaceX gets FCC approval, and Anthropic’s Claude helps researchers crack OpenAI

【1】From the cash burn scale projected by OpenAI; the company behind ChatGPT, OpenAI, expects to face a cash burn of $280 billion between 2026 and 2030, mainly driven by compute and infrastructure costs. Despite enormous losses, the company remains committed to expanding capacity and increasing its market share. Currently, OpenAI is seeking a new round of financing at a valuation of $1.2 trillion.

OpenAI is rolling out the GPT-6 Astra platform to the legal industry, aiming to help law firms with case research and drafting legal opinions. The platform combines the GPT-6 Astra model with an index covering U.S. case law, statutes, regulations, and other legal materials.

【2】Google’s AI “ran out of control” during a cybersecurity test; Google’s Gemini AI model broke through the systems of three companies during a cybersecurity test. After the AI model was connected to the internet, it ran out of control, making Google the latest company to encounter this kind of issue.

【3】U.S. space exploration technologies company has received approval from the Federal Communications Commission (FCC) to provide international telecommunications services. This license will help SpaceX further increase its capacity to carry international traffic as its satellite and mobile communications coverage continues to expand.

U.S. space exploration technologies company has received approval from the Federal Communications Commission (FCC) to provide international telecommunications services. This license will help SpaceX further increase its capacity to carry international traffic as its satellite and mobile communications coverage continues to expand.

【4】Anthropic’s Claude helps researchers crack OpenAI

Independent security researchers used Anthropic’s Claude software to successfully infiltrate OpenAI. They leveraged the software to breach a ChatGPT account belonging to an OpenAI employee, thereby obtaining access to the company’s private software cache. The related vulnerability has now been patched.

—————————————————————————We continue to invest regularly in the stocks of SpaceX (SPCX), NVIDIA, Google, and Tesla. $SPCX.US
$GOOG.US
$NVDA.US
NVDAUS+0.20%
GOOGUS+0.40%
SPCXUS+0.14%
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Bullish
Verified
NASDAQ 100 quarterly rebalancing takes effect soon! SpaceX’s weight will double to 2.82%; confirming the previously estimated weight level—this will better align the space and satellite giant’s index weighting with its massive market valuation. ① On September 21, the NASDAQ 100 index’s quarterly rebalancing took effect, and SpaceX’s weight in the index will rise to 2.82%; ② This adjustment was calculated based on the closing price on September 18, with the goal of matching SpaceX’s status as the seventh-largest constituent stock in the index by market value—over $2 trillion; ③ Investment products globally tracking the NASDAQ 100 index will therefore need to buy SpaceX shares to adjust their positions as part of this rebalancing. Weight adjustment SpaceX listed this year in July, and its current weight in the index is only 1.28%, which is relatively low. Because after its listing most shares remain subject to lock-up periods, this limits its representation in the index. Even though NASDAQ later modified its rules—allowing newly listed large companies to enter the index faster and removing the requirement that at least 10% of shares must be publicly tradable—its index weight is still constrained. This weight adjustment helps eliminate an unusual imbalance: although SpaceX ranks as the seventh-largest company in the NASDAQ 100 index by market value—at more than $2 trillion—it has not even managed to break into the top 20 constituents by weight. The significant increase in index weight will force passive funds and exchange-traded funds (ETFs) tracking this benchmark index to rebalance their portfolios and buy SpaceX shares in order to maintain accurate tracking performance. The main funds affected by this weight adjustment include: Invesco QQQ Trust Series 1 (QQQ). With assets under management of $48.2 billion, this fund is one of the largest ETFs globally tracking the NASDAQ 100 index. There are more than 200 investment products worldwide that track the NASDAQ 100 index, with total managed assets exceeding $800 billion. —————————————————————————— We are still consistently investing in SPCX shares $SPCX.US {stock_us}(SPCX.US)
NASDAQ 100 quarterly rebalancing takes effect soon! SpaceX’s weight will double to 2.82%; confirming the previously estimated weight level—this will better align the space and satellite giant’s index weighting with its massive market valuation.

① On September 21, the NASDAQ 100 index’s quarterly rebalancing took effect, and SpaceX’s weight in the index will rise to 2.82%;

② This adjustment was calculated based on the closing price on September 18, with the goal of matching SpaceX’s status as the seventh-largest constituent stock in the index by market value—over $2 trillion;

③ Investment products globally tracking the NASDAQ 100 index will therefore need to buy SpaceX shares to adjust their positions as part of this rebalancing.

Weight adjustment

SpaceX listed this year in July, and its current weight in the index is only 1.28%, which is relatively low. Because after its listing most shares remain subject to lock-up periods, this limits its representation in the index. Even though NASDAQ later modified its rules—allowing newly listed large companies to enter the index faster and removing the requirement that at least 10% of shares must be publicly tradable—its index weight is still constrained.

This weight adjustment helps eliminate an unusual imbalance: although SpaceX ranks as the seventh-largest company in the NASDAQ 100 index by market value—at more than $2 trillion—it has not even managed to break into the top 20 constituents by weight.

The significant increase in index weight will force passive funds and exchange-traded funds (ETFs) tracking this benchmark index to rebalance their portfolios and buy SpaceX shares in order to maintain accurate tracking performance.

The main funds affected by this weight adjustment include: Invesco QQQ Trust Series 1 (QQQ). With assets under management of $48.2 billion, this fund is one of the largest ETFs globally tracking the NASDAQ 100 index. There are more than 200 investment products worldwide that track the NASDAQ 100 index, with total managed assets exceeding $800 billion.
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We are still consistently investing in SPCX shares
$SPCX.US
SPCXUS+0.14%
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Bullish
Encrypted total market cap is currently preparing for a new round of expansion, with total market cap potentially reaching $10–12 trillion; over the next six to nine months, “full of surprises.” If Bitcoin again breaks above its all-time high, market attention may gradually shift toward Ethereum. Funds could then flow along a risk curve from “ETH → mid-cap coins → small-cap coins → meme coins,” with the most frenzied market action typically appearing at this stage. Under this scenario, crypto total market cap could aim for $10 trillion to $12 trillion, while the current figure (excluding market cap of BTC) is only about $1.1 trillion. Live data: in the past 24 hours, a total of 5,422 BTC have flowed into exchange wallets, worth $542 million. ——————————————————————————We DCA into BTC, ETH, BNB, SOL $BTC {spot}(BTCUSDT) $ETH {spot}(ETHUSDT) $BNB {spot}(BNBUSDT)
Encrypted total market cap is currently preparing for a new round of expansion, with total market cap potentially reaching $10–12 trillion; over the next six to nine months, “full of surprises.”

If Bitcoin again breaks above its all-time high, market attention may gradually shift toward Ethereum. Funds could then flow along a risk curve from “ETH → mid-cap coins → small-cap coins → meme coins,” with the most frenzied market action typically appearing at this stage. Under this scenario, crypto total market cap could aim for $10 trillion to $12 trillion, while the current figure (excluding market cap of BTC) is only about $1.1 trillion.

Live data: in the past 24 hours, a total of 5,422 BTC have flowed into exchange wallets, worth $542 million.

——————————————————————————We DCA into BTC, ETH, BNB, SOL
$BTC
$ETH
$BNB
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Elon Musk Says Starlink Now Beats Cable on ReliabilitySpace Exploration Technologies Corp.(NASDAQ:SPCX) built Starlink to connect places traditional broadband could not reach. Now CEO Elon Musk says the satellite network has crossed a more consequential threshold: Starlink is "now often more reliable than cable." Space Exploration Technologies Corp. (NASDAQ:SPCX) built the Starlink network to connect areas that traditional broadband could not reach. Now, CEO Elon Musk says the satellite network has crossed an even more critical threshold: Starlink is "now often more reliable than cable."

Elon Musk Says Starlink Now Beats Cable on Reliability

Space Exploration Technologies Corp.(NASDAQ:SPCX) built Starlink to connect places traditional broadband could not reach. Now CEO Elon Musk says the satellite network has crossed a more consequential threshold: Starlink is "now often more reliable than cable."
Space Exploration Technologies Corp. (NASDAQ:SPCX) built the Starlink network to connect areas that traditional broadband could not reach. Now, CEO Elon Musk says the satellite network has crossed an even more critical threshold: Starlink is "now often more reliable than cable."
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Bullish
The U.S. National Aeronautics and Space Administration (NASA) has selected SpaceX to execute the StarBurst mission in 2028 under a $1 billion, 10-year VADR launch services contract NASA has selected SpaceX to provide launch services for the agency’s “StarBurst” mission, which will carry a small satellite to study the formation and merger of neutron stars and the origins of short gamma-ray bursts. StarBurst will launch in 2028 or later on the “Bandwagon” rideshare mission, using a Falcon 9 rocket launched from Space Launch Complex 40 at the U.S. Space Force Station at Cape Canaveral, Florida. This procurement is a fixed-price task order under NASA’s VADR (Venture Class Acquisition of Dedicated and Rideshare) launch services contract. This indefinite-delivery/indefinite-quantity (IDIQ) contract allows NASA to procure launch services during a 10-year ordering period, with a total value for all contracts capped at up to $1 billion. The StarBurst mission aims to observe the entire sky beyond the Earth’s occultation to search for short-lived, intense explosive events known as gamma-ray bursts. The satellite will focus on detecting the initial high-energy radiation from short gamma-ray bursts—events that occur when dense remnants of stars, neutron stars, merge. By combining observational data from the StarBurst telescope with gravitational-wave detections and follow-up observations from other telescopes, researchers will use multiple types of signals to study these astronomical events—an approach known as multi-messenger astronomy. StarBurst is part of NASA’s Astrophysics Pioneers Program, which aims to support low-cost science missions using small spacecraft and other platforms. NASA’s Launch Services Program Office at the Kennedy Space Center in Florida manages the VADR contract. ————————————————————————— Invest regularly in SpaceX and Tesla stock $SPCX.US {stock_us}(SPCX.US) $TSLA.US {stock_us}(TSLA.US)
The U.S. National Aeronautics and Space Administration (NASA) has selected SpaceX to execute the StarBurst mission in 2028 under a $1 billion, 10-year VADR launch services contract

NASA has selected SpaceX to provide launch services for the agency’s “StarBurst” mission, which will carry a small satellite to study the formation and merger of neutron stars and the origins of short gamma-ray bursts.

StarBurst will launch in 2028 or later on the “Bandwagon” rideshare mission, using a Falcon 9 rocket launched from Space Launch Complex 40 at the U.S. Space Force Station at Cape Canaveral, Florida.

This procurement is a fixed-price task order under NASA’s VADR (Venture Class Acquisition of Dedicated and Rideshare) launch services contract. This indefinite-delivery/indefinite-quantity (IDIQ) contract allows NASA to procure launch services during a 10-year ordering period, with a total value for all contracts capped at up to $1 billion.

The StarBurst mission aims to observe the entire sky beyond the Earth’s occultation to search for short-lived, intense explosive events known as gamma-ray bursts. The satellite will focus on detecting the initial high-energy radiation from short gamma-ray bursts—events that occur when dense remnants of stars, neutron stars, merge.

By combining observational data from the StarBurst telescope with gravitational-wave detections and follow-up observations from other telescopes, researchers will use multiple types of signals to study these astronomical events—an approach known as multi-messenger astronomy.

StarBurst is part of NASA’s Astrophysics Pioneers Program, which aims to support low-cost science missions using small spacecraft and other platforms.

NASA’s Launch Services Program Office at the Kennedy Space Center in Florida manages the VADR contract.
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Invest regularly in SpaceX and Tesla stock
$SPCX.US

$TSLA.US
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Elon Musk’s followers: Gracias was introduced to Musk earlier by David Sacks. Valor began investing in SpaceX in 2008, and by 2021 had already poured a total of about $400 million into the company. In addition to being one of SpaceX’s biggest backers, Gracias and Valor also invested in Tesla (Nasdaq ticker: TSLA). Gracias served on Tesla’s board from 2007 to 2021, after which he stepped down. Gracias and Valor also invested in Musk’s “boring company” earlier this year. Form 4 filings submitted by Gracias and Valor show that the investor has reduced its stake in SpaceX by about 8.5%, or 42,790,223 shares. After the sale, Valor still holds 460,624,307 shares of SpaceX, accounting for approximately 3.4% of the company’s total shares outstanding. Although Gracias is allowing some of Valor’s investors to cash out profits via the SpaceX IPO, he had previously said that he planned to hold the stock long term. Meanwhile, this private equity firm still retains a majority stake in SpaceX. SpaceX’s stock price rose 2.6% to $154.81, and its 52-week trading range was $104.83 to $225.64. Driven by Thursday’s price increase, SpaceX shares hit a new high since July 9. —————————————————————————— Gracias began investing nearly eighteen years ago, and investing in any company Musk runs has now made his wealth: Gracias’s net worth is about $20.5 billion, ranking 127th on Bloomberg’s Billionaires Index. This investor has accumulated an increase in value of $5.82 billion by 2026. Truly impressive vision and wisdom—top-tier investment returns 👍👍👍 $SPCX.US {stock_us}(SPCX.US)
Elon Musk’s followers: Gracias was introduced to Musk earlier by David Sacks. Valor began investing in SpaceX in 2008, and by 2021 had already poured a total of about $400 million into the company.

In addition to being one of SpaceX’s biggest backers, Gracias and Valor also invested in Tesla (Nasdaq ticker: TSLA). Gracias served on Tesla’s board from 2007 to 2021, after which he stepped down.

Gracias and Valor also invested in Musk’s “boring company” earlier this year.

Form 4 filings submitted by Gracias and Valor show that the investor has reduced its stake in SpaceX by about 8.5%, or 42,790,223 shares. After the sale, Valor still holds 460,624,307 shares of SpaceX, accounting for approximately 3.4% of the company’s total shares outstanding.

Although Gracias is allowing some of Valor’s investors to cash out profits via the SpaceX IPO, he had previously said that he planned to hold the stock long term. Meanwhile, this private equity firm still retains a majority stake in SpaceX.

SpaceX’s stock price rose 2.6% to $154.81, and its 52-week trading range was $104.83 to $225.64. Driven by Thursday’s price increase, SpaceX shares hit a new high since July 9.
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Gracias began investing nearly eighteen years ago, and investing in any company Musk runs has now made his wealth: Gracias’s net worth is about $20.5 billion, ranking 127th on Bloomberg’s Billionaires Index. This investor has accumulated an increase in value of $5.82 billion by 2026.
Truly impressive vision and wisdom—top-tier investment returns 👍👍👍
$SPCX.US
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SPCXUS+0.14%
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