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13F Unveiled | Nvidia’s Q2 Holdings Revealed: SpaceX Jumps to Second-Largest Stake—What Game Is Jensen Huang Playing Next?
Nvidia’s relationship with Musk is no longer just about “selling chips” and “buying chips.” Today, $Nvidia (NVDA.US)$ disclosed its Q2 holdings report, for the first time publicly revealing its position in SpaceX: as of June 30, the company held approximately 123 million shares of SpaceX Class A stock. At the end of the quarter, the position was valued at about $21 billion, accounting for 33.06% of its disclosed stock portfolio—second only to Intel—making it Nvidia’s second-largest equity holding.
According to FactSet’s statistical definition, Nvidia also entered the ranks of SpaceX’s top six shareholders. What is even more noteworthy is that this is not a typical secondary-market purchase; rather, it is a strategic layout orchestrated through a combination of xAI investment, SpaceX acquisitions, and chip procurement.
Spacex Absorbs CURSOR: A Tech Myth, or the Prelude to a Crash?
A tech myth—or the prelude to a crash? According to the SEC 8-K filing submitted by SpaceX on August 14, 2026, the company has officially completed its acquisition of Cursor’s parent company, Anysphere. The merger became effective on the same day, and Cursor is now a wholly owned subsidiary of SpaceX.
This is an all-stock transaction, with an implied valuation of approximately $60 billion. Cursor’s common and preferred stock will be converted into approximately 389 million shares of SpaceX Class A common stock (based on Cursor’s implied equity value of $60 billion and the volume-weighted average price of SpaceX’s closing stock over the seven trading days prior to the close). Certain restricted stock units (RSUs) and options will also be converted accordingly.
Despite their rivalry, Cristiano Ronaldo has never forgotten to show his empathy and care. ❤️ While the outside world often portrays him as arrogant, selfish, or self-centered, moments like these reveal a completely different side. On the pitch, Lionel Messi may be his greatest opponent, but when misfortune strikes, the competition becomes trivial. Cristiano deliberately paused to offer comfort and stay by Messi’s side during his difficult moment. Two football superstars—an unforgettable feud between rivals—but, at the end of the day, they are first and foremost human beings. Football may put them at odds, but humanity connects them closely. 🐐❤️ answer:1 回答 :1 #Binance #1688家族family
DeFi and Stablecoins: Return to Utility and Become Mainstream Financial Infrastructure DeFi moves beyond high-yield bubble fantasies, while stablecoins make the leap from crypto tools to a global settlement network. Institutionalization of DeFi: institutional capital is no longer limited to simply holding spot assets; instead, it deploys funds directly on-chain. Enterprise-grade DeFi is widely used for cross-border payments and supply-chain finance. Yield logic returns to rationality—fund safety, real returns, and liquidity become the core evaluation criteria Stablecoins as Infrastructure: global total market capitalization stays at around the $300 billion mark for the long term, with annual settlement volume surpassing Visa. Visa, Mastercard, PayPal, and banks worldwide have integrated stablecoin payments; some are partially replacing SWIFT for cross-border settlement. Yield-bearing stablecoins are rising rapidly Prediction Markets Take Off: decentralized prediction markets are expected to break through $1 trillion in annual trading volume, covering diverse scenarios such as politics, sports, financial derivatives, and climate. Their transparent, censorship-resistant nature highlights their value #以太坊基金会L1弃用Poseidon哈希 #bnb #defi $BNB
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DeFi and Stablecoins: Return to Utility and Become Mainstream Financial Infrastructure DeFi moves beyond high-yield bubble fantasies, while stablecoins make the leap from crypto tools to a global settlement network. Institutionalization of DeFi: institutional capital is no longer limited to simply holding spot assets; instead, it deploys funds directly on-chain. Enterprise-grade DeFi is widely used for cross-border payments and supply-chain finance. Yield logic returns to rationality—fund safety, real returns, and liquidity become the core evaluation criteria Stablecoins as Infrastructure: global total market capitalization stays at around the $300 billion mark for the long term, with annual settlement volume surpassing Visa. Visa, Mastercard, PayPal, and banks worldwide have integrated stablecoin payments; some are partially replacing SWIFT for cross-border settlement. Yield-bearing stablecoins are rising rapidly Prediction Markets Take Off: decentralized prediction markets are expected to break through $1 trillion in annual trading volume, covering diverse scenarios such as politics, sports, financial derivatives, and climate. Their transparent, censorship-resistant nature highlights their value #以太坊基金会L1弃用Poseidon哈希 #bnb #defi $BNB
The ETH staking ratio hits a record high, currently at 34.4%, up from just 30% at the beginning of the year. The market interpretation is largely positive: large amounts of ETH are staked and earn yield while their circulating float shrinks, tightening spot supply elasticity.
A high staking rate suggests long-term capital is still firmly committed to the Ethereum ecosystem; however, for traders, this will amplify price volatility driven by capital flows, and it does not necessarily mean an inevitable rise. For the short term, focus on whether the trading volume at high levels can be sustained. If momentum-chasing capital fades, the ability of pullback areas to absorb bids is more important than the staking data itself.
Note: The above is only a relay of market views and does not constitute investment advice. Crypto assets carry high volatility risk—participate cautiously.
🎙️ The primary market rewards your vision; investing in BNB through regular contributions is about belief. The former helps you win once, the latter helps you win for a lifetime