MacroCaps

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📈🚀 $RKLBB BULLISH SIGNAL: Rocket Lab wins $266M firm-fixed-price U.S. Space Force contract for 12 suborbital launches (+ option for 6 more).

Launch site: Pacific Spaceport Complex, Alaska

- Performance through Dec 2028
- Competitive award (3 bidders)
$112M FY2025 funds obligated at award

Another major government win that strengthens RKLB’s position as a trusted national security launch provider.

$RKLB $SPCXB

🇺🇸🛢 US crude oil price

1st of July: $71.0

Today: $91.5

$GOOGLB $BTC $SPCXB

$SPCXB looks bullish 🐂

$GOOGLB looks bullish 🐂

📈 $GOOGL alert!

Wells Fargo just raised their price target for $GOOGLB to $438 from $416 and kept the Outperform rating.

AI demand is driving capex for chips and data centers way higher, with the big players' 2027 spending now seen at $1.1 trillion, up 23%. Google and peers are passing costs to customers while keeping strong returns.

Do you follow us on 𝕏? 👀

Follow us on 𝕏 for red packets 🎁🧧

$ETH $SPCX $ETH

🇺🇸 BREAKING NEWS: The Trump administration is set to roll out fresh tariffs of 10% to 12.5% on around 60 countries as early as this week.

This move looks likely to replace the temporary 10% global tariff that's due to expire this Friday (according to the FT).

That stop-gap was brought in after the Supreme Court struck down Trump's earlier tariffs as illegal, a ruling that's already cost the US Treasury a whopping $81 billion in refunds.

Markets are on edge, with potential ripple effects on everything from consumer prices to global supply chains. We'll be watching this one closely. 👀

$SPCX $BTC $ETH

Will $SPCXB fall further? 👀

Share your thoughts below.

$SPCX

📊 暗号資産ETFフロー：2026年7月20日

🟢 $BTC ETF：$219.9M
🟢 $ETH ETF：$38.0M
🟢 $SOL ETF：$2.6M
🟢 $XRP ETF：$2.5M
🟢 $HYPE ETF：$0.0K

🟢 合計：昨日の純流入 $263.0M

Silver prices defy the 'too expensive' narrative once again. 🥈📈

From $23/oz in 2013 and $17/oz in 2016, to $22/oz in 2022 and $40/oz in 2025, silver now trades near $56/oz in July 2026. At every milestone, sceptics called it overvalued. Many expect the same reaction at $150–$250/oz.

What's driving the climb? 👀

The silver market is in its sixth consecutive structural deficit, projected at 46 million ounces in 2026. Industrial demand, now over 60% of total consumption, is surging from solar PV, EVs, semiconductors, and AI data centres. Supply remains inelastic, as most silver is a byproduct of other mining. ⚡️

Analysts are bullish: consensus forecasts for 2026 average around $75–$81/oz, with some seeing $85–$100 in strong industrial scenarios. 🐂

Will history repeat with higher prices ahead? 🤔

$XAG

🛢📈 Oil prices are spiking fast right now. Brent crude has pushed above $91 a barrel after the latest US-Iran strikes seriously disrupted shipping through the Strait of Hormuz. Tanker traffic has dropped sharply, with some days seeing almost no safe passages.

Analysts are warning this could get even tighter if the clashes continue or spread. 🇺🇸🇮🇷

Markets are feeling the tension, worth keeping a close eye on. 👀

$BTC $ETH $PAXG

"Frequently, you'll look at a business having fabulous results. The question is, 'How long can this continue?' There's only one way I know to answer it: think about why the results are occurring now—and then figure out the forces that could cause those results to stop."

— Charlie Munger

$BTC $ETH

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🇨🇳🏦 China is quietly stacking gold like never before. In May 2026 alone, they snapped up 48 tonnes through London markets, nearly 5x the official 10-tonne report. June saw another big +15t official add, their 20th straight month of buying. 🪙

China's central bank gold purchases:

- March: +4.98t | Gold: $5.4k
- April: +8.09t | Gold: $4.6k
- May: +48t | Gold: $4.4k
- June: +14.93t | Gold: $4.2k

Real total this year? Probably closer to 80 tonnes. Central banks playing the long game. 📈

$XAU $PAXG

NASDAQ 100 performance since 1999 👇

1999: +79%🟢
2000: -36.1%🔴
2001: -33.4%🔴
2002: -37.4%🔴
2003: +49.7%🟢
2004: +10.5%🟢
2005: +1.6%🟢
2006: +7.1%🟢
2007: +19%🟢
2008: -41.7%🔴
2009: +54.7%🟢
2010: +19.9%🟢
2011: +3.4%🟢
2012: +18.1%🟢
2013: +36.6%🟢
2014: +19.2%🟢
2015: +9.5%🟢
2016: +7.1%🟢
2017: +32.7%🟢
2018: -0.1%🔴
2019: +39%🟢
2020: +48.6%🟢
2021: +27.4%🟢
2022: -32.6%🔴
2023: +54.9%🟢
2024: +25.6%🟢
2025: +20.7%🟢
2026*: +13.4%🟢 (So far)

$MSFTB $GOOGLB

🚨🇨🇳 JUST IN: Kimi's parent Moonshot AI advances HK listing preparations amid booming Chinese AI IPO activity in Hong Kong, signalling strong domestic tech momentum.

The move builds on May 2026 plans to dismantle the VIE structure, with the company now valued above $20 billion following a recent $2 billion funding round backed by Alibaba and Tencent.

$NVDA $GOOG $META $SKHY $SNDK $BABA

世界最大の時価総額企業ランキング 📈

上位3社：
- Nvidia $NVDAB
- Apple $AAPL
- Google $GOOGL

📉🇺🇸 Elon Musk's net worth drops approximately $500 billion in one month as $SPCX and $TSLAB shares face post-IPO volatility and market pressures.

The world's richest person now valued at roughly $804 billion per Forbes real-time tracker.

$SPCXB

Chinese startup Kimi dropped Kimi K3. This 2.8 trillion parameter open model has a huge 1M context window and beats top US models like Claude Fable on coding tasks while costing way less.

Markets freaked out with semis selling off and $NVDAB Nvidia dipping. Another DeepSeek moment? Or will cheap powerful AI just drive even more demand? 👀

Weights release July 27. Interesting times ahead.