Musk said at the G20 summit: “AI could boost global economic growth by 20%–30%. In the next decade, humanoid robots could reach 1 billion units?”
In fact, we have already seen—and will continue to see—artificial intelligence bring significant productivity gains, while robotics will drive a leap in productivity.”
To help everyone get an intuitive sense of this scale, I think AI could increase the size of the global economy by 20% to 30%. This is my rough estimate, which means an additional $2 to $3 trillion per year.”
Musk urged regulators to encourage and embrace new technologies such as AI. He argues that such technologies should be “legal by default,” rather than “illegal by default.”
He is most optimistic about robotics, predicting that within the next decade, the number of humanoid robots worldwide will reach 1 billion units.
“By the end of next year, AI will be able to complete all work in the digital domain—that is, all work that doesn’t require people to physically shape real-world objects.” $TSLA.US $SPCX.US
A firm decision to invest in Tesla and SpaceX stock is definitely the wisest and smartest move.
Will Elon Musk’s X Money payments business become extremely powerful in the future?
X Money is being built as financial infrastructure within the X platform, rather than as a standalone payment destination. X Money’s own website describes a service that can handle direct deposits, bill payments, wire transfers, checks, and peer-to-peer transfers. It also offers an X-branded Visa Inc. (NYSE: V) card and cashback features.
The service is supported by Cross River, which says X is the first platform on a U.S. social platform to directly embed FDIC-insured interest-bearing accounts and broader payment capabilities.
X could then potentially turn financial activity into yet another layer of the experience users already have on the platform.
This is already being implemented, starting with creators. X says that eligible U.S. creators who want to earn revenue through subscription features must register for X Money to receive payments.
Today, X Money has been incorporated into a larger Musk ecosystem: Space Exploration Technologies Corp. (NASDAQ: SPCX) owns X after merging with xAI, putting Musk’s renewed financial-services vision alongside his artificial intelligence, social media, and space businesses.
SpaceX’s AI strategy is becoming clearer
All-in-one app testing
Musk is trying to make payments a component of a broader platform.
X Money’s biggest opportunity may not come from transaction fees, but from strengthening everything else on the X platform through payment functionality—creator revenue, subscription services, e-commerce, and ultimately other financial services.
Therefore, the key metric is how much financial activity Musk can bring into X that would otherwise happen elsewhere. $SPCX.US
Continuing to invest in SPCX stock is something I’ve kept doing!
@心悦Joy Very professional analysis and summary! 👍👍👍
心悦Joy
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Bearish
The Federal Reserve Chair, Kevin Wosh, delivered a hawkish message at the Jackson Hole Global Central Bank Forum, exerting significant downward pressure on international gold prices in the near term. International gold prices may fall to $4,200 per ounce within this year, and could rise to $5,350 per ounce in the third quarter of 2027?
The U.S. Treasury has expanded the scale of its debt buybacks, intensifying discussions about intervention in the bond market, which may therefore benefit international gold prices. The U.S. Treasury’s decision helps limit long-term bond yields, but it also weakens the appeal of the U.S. interest-rate advantage to global capital inflows, thereby aggravating the trend of a weaker dollar. Overseas mining companies have higher expectations for future international gold prices, believing that if—by increasing the supply of gold to a certain extent—they provide credit endorsement for the global monetary system, international gold prices could multiply several times from current levels. Central banks around the world’ demand for gold has become an increasingly important factor in the bullish outlook; more and more central banks are adjusting their allocations, reducing their holdings of the U.S. dollar and increasing their holdings of gold.
Technically, for the gold market, the bulls’ upside target is to push international gold prices above $4,500 per ounce, while the bears’ downside target is to drive international gold prices below $4,390 per ounce. Ahead of the release of U.S. employment data this week, international gold prices may maintain a wide-ranging, sideways consolidation.
$XAUT
Gold started its uptrend in 2023🔛, reaching a peak by early 2026 in February; the gain is nearly threefold. This kind of trend is absolutely unsustainable. By March, I will be firmly bearish on gold.
SpaceX heads toward extreme vertical integration: Why Elon Musk is building his own power supply for AI
SpaceX builds rockets by gaining deeper control over the manufacturing process than traditional aerospace companies. Elon Musk is applying the same strategy to the biggest physical bottleneck in artificial intelligence: electricity. SpaceX is developing its own gas-turbine component manufacturing capabilities in Texas to bypass a power equipment supply chain that has been tight for years. SpaceX is laying the groundwork in Bastrop, Texas, for a foundry to produce blades and guide vanes used in large gas turbines. SpaceX has been hiring engineers for this plant, with roles involving materials, automation, tooling, and the construction of new production lines.
🧧🔥🧧🔥🧧🔥 Judging by the pricing actually provided by the Chicago Mercantile Exchange (CME) for federal funds futures, these concerns seem to be somewhat exaggerated. According to CME FedWatch data, the probability of a rate hike is 58%, which is far below the 90% or higher level that is usually considered “a sure thing.” Follow me—answer 1 and take away the $SOL red packet! 🧧🔥🧧🔥🧧🔥
The Ghost of Japan’s “100-Year Loan” Is Returning in China’s 40-Year Mortgages
On August 28, the Ministry of Housing and Urban-Rural Development, the People’s Bank of China, and the National Financial Regulatory Administration rolled out a package of measures: raise the pre-sale threshold to “principal capped at the main structure topping out,” prioritize existing homes, and tighten mortgages so that funds are only released after the completion and filing for record. Development loans for property developers will follow a main-bank model and operate under closed-loop management. Personal mortgage terms will be extended from 30 years to 40 years. After the news broke on Friday, real estate stocks surged collectively, but behind the excitement, what truly needs to be unpacked is that “40-year” line. In the late 1980s, when the Tokyo asset bubble was at its wildest, the Bank of Japan once introduced a “100-year loan”—a repayment term of 100 years: grandfather borrows, father repays, and the grandson takes over to carry on. It was touted as “making it so that three generations can all afford to buy a home.” The slogan was almost word-for-word the same as what we hear today about “reducing monthly payments and smoothing the burden.” Then in 1991 the bubble burst. Tokyo property prices were cut in half, and then cut again. For those households that had taken out 100-year loans, the market value of their homes fell below the remaining principal, while the debt did not disappear across generations. Later, Japan’s Ministry of Land, Infrastructure, Transport and Tourism reported that the average age at which people fully repaid their mortgages had been pushed out to 73 years.
The Ghost of Japan’s “100-Year Loan” Is Returning in China’s 40-Year Mortgages
On August 28, the Ministry of Housing and Urban-Rural Development, the People’s Bank of China, and the National Financial Regulatory Administration rolled out a package of measures: raise the pre-sale threshold to “principal capped at the main structure topping out,” prioritize existing homes, and tighten mortgages so that funds are only released after the completion and filing for record. Development loans for property developers will follow a main-bank model and operate under closed-loop management. Personal mortgage terms will be extended from 30 years to 40 years. After the news broke on Friday, real estate stocks surged collectively, but behind the excitement, what truly needs to be unpacked is that “40-year” line. In the late 1980s, when the Tokyo asset bubble was at its wildest, the Bank of Japan once introduced a “100-year loan”—a repayment term of 100 years: grandfather borrows, father repays, and the grandson takes over to carry on. It was touted as “making it so that three generations can all afford to buy a home.” The slogan was almost word-for-word the same as what we hear today about “reducing monthly payments and smoothing the burden.” Then in 1991 the bubble burst. Tokyo property prices were cut in half, and then cut again. For those households that had taken out 100-year loans, the market value of their homes fell below the remaining principal, while the debt did not disappear across generations. Later, Japan’s Ministry of Land, Infrastructure, Transport and Tourism reported that the average age at which people fully repaid their mortgages had been pushed out to 73 years.
Closing the book and looking back at oneself—how can it not be like this? On the road of life, every fork is rewritten by a single choice. But no matter what, you must clench your teeth and keep moving forward with a smile, because this is your own unique life.$BNB
【Current Market Snapshot】 Total market cap is about $2.66 trillion, down 2.16% over the past 24 hours. BTC dominance is 59.2%, ETH is 11.2%. Overall, it’s a typical weak range-bound market, with capital clumping around BTC.
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【Key Scenarios for September】 1️⃣ The Fed is the biggest variable. Current federal funds rate is 3.75%, and the 10-year US Treasury yield is 4.65%—liquidity is still relatively tight. The good news: September rate-hike expectations are cooling down. Goldman Sachs even said the market is too hawkish, giving risk assets some breathing room. 2️⃣ BTC just violently rebounded from around $63,586 to near $80,000—up more than 20% in a week. But note: it hasn’t reclaimed this year’s losses yet. $97,900 (the year-to-date high) is the true bull vs. bear line. 3️⃣ Institutional script: 60% probability it holds above $58k–$60k, and 40% probability it retests $50k–$58k. A rebound doesn’t equal a reversal—trade the “market repair” first.
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【Sector Opportunities】 🔥 RWA surged +47% in 24h, and tokenized assets are up an eye-watering +97%! Capital is moving toward “on-chain compliant assets”—this is the brightest narrative for September. ❄️ Meme sector -4.2%, AI sector -3.3%. The hype is cooling off—don’t rush to chase big buys; let the bullets fly for a bit. 🔍 On the hot search list, new faces like Pons, Seeker, and Cash Cat have strong trading volumes. In short-term sentiment trades, everyone is crowding into DEXs to fight it out.
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【Trading Approach】 Spot crowd: If BTC dips back to $75k–$80k, scale in. Stop strictly if it breaks below $70k. Don’t increase position size before it stands firm above $97,900. De-gens crowd: On BSC, be patient and wait for the new narrative to ignite—don’t catch the knife at the emotional low point. Money won’t disappoint smart babies, but de-gens will~ #比特币8月上涨23%跑赢黄金股市 Crypto assets are not legally protected on the Chinese mainland and do not constitute investment advice.
☕Afternoon moments, in the hustle of the trading screen, keep a calm composure🍃
Market fluctuations are simply the norm📊. There’s no need to let brief intraday rises and falls sway your emotions. Trading tests not only your vision, but also your discipline and self-control🕯️. If you can’t read the market, choose to observe—don’t rush to enter every time to fight the odds. Clear away the noise from the outside world and stick to your own established trading rhythm✨. Slow down, let your mind settle and think deeply—your opportunities will surely come in due time💎. With fellow partners who walk this path, encourage each other🕊️
What is ‘smart money’ buying? Tracking Cathie Wood: adds more than 450,000 shares to Block’s position, trimming some AI and genomics holdings
August 31, 2026 (Monday). The three major U.S. stock indexes closed lower across the board. The S&P 500 fell 0.33% to 7,686.14 points, the Nasdaq declined 0.12% to 26,370.89 points, and the Dow dropped the most by 0.70%, closing at 53,185.90 points. On the last trading day of the month, overall market sentiment was cautious, with capital rotating in a cyclical pattern. On the day, Cathie Wood, known as “Jie,” increased exposure against the trend in areas such as financial technology, aerospace, and precision medicine. Meanwhile, she reduced positions in multiple AI applications and genomics-related targets. Overall, this reflected a strategic intention of “rotating holdings and adjusting the portfolio structure.” Buying direction: focus on the long-term disruptive potential of financial technology, aerospace, and gene editing