SpaceX just did something that belongs in the history books: Starship came back from orbit, didn’t splash down in the ocean, and was caught midair by the launch tower’s mechanical arms. Musk calls it “parallel parking from orbit.” The final piece of the puzzle for fully recovering the spacecraft fell into place on Saturday.

Even more explosive is the Bloomberg report: Tesla and SpaceX could announce a merger as early as December, valued at $3.4 trillion—the biggest merger and acquisition in history, bar none. The timeline is what makes it interesting: a few months ago, SpaceX tried to fast-track its way into the S&P 500 and was rejected. Now the path is clear: merge with Tesla, which is already in the index, and effectively sneak in through the back door. Global index funds would have to buy in.

My personal take: Musk’s businesses don’t rely on “raising money by telling stories” anymore. This move makes index funds pay up directly. If the merger goes through, one S&P 500 stock would be equivalent to half a space agency. Buy $TSLA and you’re getting a half-position in rockets, too.

Enjoy the drama, but weekend liquidity is thin, and $BTC is still stuck below 70,000. Keep your hands off the buy button. NFA DYOR

#SpaceX #星舰 #特斯拉 #马斯克 #USStocks