慢就是快Mike

NVIDIA and SpaceX form a “match made in heaven”! Rubin computing power reaches space orbit, and Musk anchors SpaceX’s valuation to a Type II Kardashev civilization

In some parallel universe, NVIDIA CEO Jensen Huang and “Mr. All-Powerful” and world’s richest man Elon Musk might be a pair of cosmic super heroes.

Right after “AI chip superpower” $NVIDIA (NVDA.US)$ just released a strong earnings report further lifting global AI capex expectations and launching a new bull run across the AI compute supply chain, Musk is trying to push the expansion boundaries of AI infrastructure from ground level to space orbit—$SpaceX (SPCX.US)$, which he founded and leads, plans to launch its first batch of AI data-center satellites using NVIDIA’s next-generation compute cluster—an AI-dominant cluster led by the Vera Rubin architecture—into space in Q4 2027, and to achieve “significant scale” by 2028. This doesn’t mean ground data centers will be rapidly replaced; instead, it bets that compute in space orbit can bypass major bottlenecks such as terrestrial power grids, land, and water supply, becoming a new layer of AI compute supply.

For NVIDIA, this means expanding the potential market for Vera Rubin from “ground-based AI factories” to “orbital AI factories”; for SpaceX, it’s integrating Starship launches, orbital power, satellite networks, and AI cloud computing into a vertically integrated platform. However, Wall Street financial institutions like Evercore expect that meaningful revenue data won’t be available until as early as fiscal year 2029; thermal management, radiation, collisions, and regulation remain key constraints that will determine whether the concept can be commercialized.$NVDA.US

I invest in BNB and SPCX every day.
I suggest everyone invest according to their own allocation and, for those using contracts, trade with small positions!


$SPCX

#韩国单股杠杆ETF交易下降
#黄金本周下跌3.24%
The market is always changing. In fact, people in the circle should store a certain amount of chips; idle money can be used to do other things as well. You can have both offense and defense—how great is that!
$AAPLB $GOOGL.US

$BTC $ETH $BNB Chie商所 FedWatch data shows a major reversal! The probability of a 25bp rate hike at the September FOMC meeting has surged to 57%. The interest rate could potentially reach 3.75–4%. If rates are kept unchanged, the probability is only 43%. The moment the Jackson Hole speech came out, all the previous hopes for rate cuts were immediately crushed. Polymarket and Kalshi—the two major prediction markets—are seeing intense trading, with tens of millions in capital betting on the direction of interest rates. Market expectations have completely flipped. And the crypto market will once again have to watch anxiously, taking cues from the Federal Reserve’s every move. #韩国单股杠杆ETF交易下降 #越南试点加密资产市场 #委内瑞拉美国签25年石油合作协议

Musk-concept coins

May your life be like a poem, warm and bright; may you be happy every year and successful in all things.
May your life be like a poem, warm and bright; may you be happy every year and successful in all things.

💥Words that are true are not always pleasing; pleasing words are often not trustworthy.
💥The truth is often not easy to hear; words that sound beautiful are often not real.

#首笔抗量子比特币交易主网完成
#越南试点加密资产市场

No need to force or hesitate; letting nature take its course is the best outcome.
No need to force or hesitate; letting nature take its course is the best outcome.
$BNB #The first post-quantum Bitcoin transaction on the mainnet is completed

📢 Opinion｜$BTC Again Significantly Underperforms the Nasdaq—Will History Recreate an Independent Major Bull Run for the Third Time?

On August 30, analyst Rekt Fencer shared a BTC/Nasdaq 3-day ratio chart. Data shows that this ratio has experienced three deep drawdowns: ‑84.9% in 2018, ‑80.7% in 2022, and ‑54.3% in 2026 during this latest drawdown.

Looking back at history, after the first two instances in which Bitcoin fell behind the Nasdaq by such a large margin, BTC went on to deliver an independent strong uptrend that broke away from tech stocks, followed by a wave of intense upside momentum.

Now, as the ratio falls again into historically extreme ranges, many market observers believe that a bottoming area is drawing near. If historical patterns repeat, Bitcoin could shake off U.S. stocks and restart its own行情.
#比特币现货ETF结束9日净流入
#首笔抗量子比特币交易主网完成
⚠️For historical data review only; history does not indicate the future and does not constitute investment advice.

What is the connection between kindness and cause and effect?
Zen isn’t chasing light outward;
it’s first living in a way that turns yourself into a lamp that can shine— #LUCIC