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On June 4, U.S. Treasury Secretary Basant stated that the Iran conflict 'has been paused'. (Jinshi)

[U.S. Treasury Secretary Basant: Iran Conflict 'Has Been Paused']On June 4, U.S. Treasury Secretary Basant stated that the Iran conflict 'has been paused'. (Jinshi)

U.S. Treasury Secretary Basant: Iran Conflict 'Has Been Paused'

On June 4, Lorenzo Valente, Director of Digital Asset Research at ARK Invest, stated that there are many overlooked protocols in the current crypto market, with many projects down 70% to 90% from their highs, yet still generating fees, maintaining growth, and leading their respective sectors. Valente cited examples such as Aave with a price-to-earnings ratio of about 9, Solana at around 12 with $6 billion in free cash flow, Ethereum at approximately 17, and Uniswap at about 8 times EBITDA. He also mentioned projects like Avalanche, Pendle, Ethena, and Morpho, noting that if these projects were evaluated at current valuations in 2021, they would have been preferred targets for venture capital, but are now neglected by the market. Valente believes that current market funds are chasing HYPE and NEAR as they are the main trading narratives at the moment, but the real next trade may emerge from abandoned assets. He stated that investors do not become wealthy by buying already effective trades, but by purchasing assets that have temporarily lost their value. The fundamentals of these projects have not dropped by 80%; rather, it is the narrative that has changed, and narratives will return, while fees will continue to compound.

[Opinion: The Next Opportunity in the Crypto Market May Come from Currently Overlooked Assets]On June 4, Lorenzo Valente, Director of Digital Asset Research at ARK Invest, stated that there are many overlooked protocols in the current crypto market, with many projects down 70% to 90% from their highs, yet still generating fees, maintaining growth, and leading their respective sectors. Valente cited examples such as Aave with a price-to-earnings ratio of about 9, Solana at around 12 with $6 billion in free cash flow, Ethereum at approximately 17, and Uniswap at about 8 times EBITDA. He also mentioned projects like Avalanche, Pendle, Ethena, and Morpho, noting that if these projects were evaluated at current valuations in 2021, they would have been preferred targets for venture capital, but are now neglected by the market. Valente believes that current market funds are chasing HYPE and NEAR as they are the main trading narratives at the moment, but the real next trade may emerge from abandoned assets. He stated that investors do not become wealthy by buying already effective trades, but by purchasing assets that have temporarily lost their value. The fundamentals of these projects have not dropped by 80%; rather, it is the narrative that has changed, and narratives will return, while fees will continue to compound.

Opinion: The Next Opportunity in the Crypto Market May Come from Currently Overlooked Assets

On June 4, the Financial Times reported that Goldman Sachs expects one of the core assumptions underpinning SpaceX's $1.78 trillion IPO valuation is that its AI division's revenue will grow approximately 100-fold by 2030 compared to 2025. In forecasts presented to potential investors, Goldman Sachs predicts that SpaceX's AI revenue will rise from $3.2 billion in 2025 to $322 billion by 2030; total revenue for SpaceX is expected to increase from $18.7 billion last year to $474 billion by 2030. This forecast comes as SpaceX launches its IPO roadshow, which could raise up to $86 billion. The SpaceX prospectus indicates that its AI division, xAI, will incur a loss of $6.4 billion in 2025, but the total potential market size for this division is set at $26.5 trillion, significantly higher than the combined potential market size of about $2 trillion for Starlink internet services and space operations. Goldman Sachs also forecasts that SpaceX's AI revenue will grow by 388% year-over-year in 2026 to $15.6 billion and reach $34.5 billion by 2027. In comparison, Goldman Sachs predicts that Starlink's revenue will be $144 billion by 2030, while the rocket business will generate $8.3 billion. If these AI growth predictions hold true, Musk's Grok series models will need to catch up and surpass leading labs such as Anthropic, Google, and OpenAI, achieving breakthroughs in key areas such as coding, cybersecurity, AI agents, and chatbots.

[Goldman Sachs: SpaceX AI Revenue Expected to Increase 100-Fold by 2030]On June 4, the Financial Times reported that Goldman Sachs expects one of the core assumptions underpinning SpaceX's $1.78 trillion IPO valuation is that its AI division's revenue will grow approximately 100-fold by 2030 compared to 2025. In forecasts presented to potential investors, Goldman Sachs predicts that SpaceX's AI revenue will rise from $3.2 billion in 2025 to $322 billion by 2030; total revenue for SpaceX is expected to increase from $18.7 billion last year to $474 billion by 2030. This forecast comes as SpaceX launches its IPO roadshow, which could raise up to $86 billion. The SpaceX prospectus indicates that its AI division, xAI, will incur a loss of $6.4 billion in 2025, but the total potential market size for this division is set at $26.5 trillion, significantly higher than the combined potential market size of about $2 trillion for Starlink internet services and space operations. Goldman Sachs also forecasts that SpaceX's AI revenue will grow by 388% year-over-year in 2026 to $15.6 billion and reach $34.5 billion by 2027. In comparison, Goldman Sachs predicts that Starlink's revenue will be $144 billion by 2030, while the rocket business will generate $8.3 billion. If these AI growth predictions hold true, Musk's Grok series models will need to catch up and surpass leading labs such as Anthropic, Google, and OpenAI, achieving breakthroughs in key areas such as coding, cybersecurity, AI agents, and chatbots.

Goldman Sachs: SpaceX AI Revenue Expected to Increase 100-Fold by 2030

On June 4, CNBC reported that ARK Invest's Chief Futurist Brett Winton stated that SpaceX's upcoming IPO could become one of the most significant stock offerings in history, with its satellite internet business Starlink alone capable of supporting a valuation close to $2 trillion. SpaceX has set the IPO price at $135 per share and plans to list on NASDAQ on June 12, with a pre-IPO valuation of approximately $1.77 trillion. The company plans to sell 555.6 million shares, raising about $75 billion, with underwriters having the option to purchase an additional 83.33 million shares at the IPO price, corresponding to about $11.2 billion. After the IPO, Elon Musk will retain over 82% voting control. Winton noted that SpaceX's growth prospects extend beyond launch services and are closely tied to the rapid expansion of AI. ARK estimates that by 2030, the combined enterprise value of companies developing and operating foundational AI models could reach between $15 trillion and $20 trillion. Winton emphasized that while investors often focus on SpaceX's reusable rockets, Starlink is the primary driver of ARK's valuation logic. He stated that the current Starlink satellite constellation can provide approximately 500 Tbps of bandwidth, generating annual revenue of about $13 billion. With the deployment of the Starship rocket, SpaceX can significantly reduce launch costs and deploy more satellites at a faster pace.

[ARK Invest: Starlink Alone Could Support SpaceX's Nearly $2 Trillion IPO Valuation]On June 4, CNBC reported that ARK Invest's Chief Futurist Brett Winton stated that SpaceX's upcoming IPO could become one of the most significant stock offerings in history, with its satellite internet business Starlink alone capable of supporting a valuation close to $2 trillion. SpaceX has set the IPO price at $135 per share and plans to list on NASDAQ on June 12, with a pre-IPO valuation of approximately $1.77 trillion. The company plans to sell 555.6 million shares, raising about $75 billion, with underwriters having the option to purchase an additional 83.33 million shares at the IPO price, corresponding to about $11.2 billion. After the IPO, Elon Musk will retain over 82% voting control. Winton noted that SpaceX's growth prospects extend beyond launch services and are closely tied to the rapid expansion of AI. ARK estimates that by 2030, the combined enterprise value of companies developing and operating foundational AI models could reach between $15 trillion and $20 trillion. Winton emphasized that while investors often focus on SpaceX's reusable rockets, Starlink is the primary driver of ARK's valuation logic. He stated that the current Starlink satellite constellation can provide approximately 500 Tbps of bandwidth, generating annual revenue of about $13 billion. With the deployment of the Starship rocket, SpaceX can significantly reduce launch costs and deploy more satellites at a faster pace.

ARK Invest: Starlink Alone Could Support SpaceX's Nearly $2 Trillion IPO Valuation

On June 4, Besant stated that Trump's investments are completely managed by third parties.

[Besant: Trump's Investments Fully Managed by Third Parties]On June 4, Besant stated that Trump's investments are completely managed by third parties.

Besant: Trump's Investments Fully Managed by Third Parties

On June 4, SpaceX released a 17-minute IPO roadshow video to retail investors earlier on Thursday, which was posted on the company's official website, prominently encouraging visitors to open brokerage accounts. The only person featured in the video is CFO Brett Johnson, who connects the logic between the company's rocket, satellite, and artificial intelligence businesses. Johnson stated, "Elon founded SpaceX with the goal of changing the fate of humanity and making humans a multi-planet species. Excitingly, we have been able to expand this vision through Starlink and AI solutions." The roadshow materials outlined several future goals but did not set specific timelines for achievement, including increasing the gross margin from last year's 49% to approximately 70%, and achieving a net profit margin of about 45%, compared to -26% last year. Johnson also discussed SpaceX's significant capital expenditures, noting that they are not the only ones making large investments in capital expenditures, especially in the current AI business. Over the past two years, this has accounted for the largest share of capital expenditures. Johnson also highlighted asteroid mining, an unproven business model, which SpaceX had not shown much interest in prior to the IPO. (Jinshi)

[SpaceX Releases 17-Minute IPO Roadshow Video, Aiming to Increase Gross Margin to Approximately 70%]On June 4, SpaceX released a 17-minute IPO roadshow video to retail investors earlier on Thursday, which was posted on the company's official website, prominently encouraging visitors to open brokerage accounts. The only person featured in the video is CFO Brett Johnson, who connects the logic between the company's rocket, satellite, and artificial intelligence businesses. Johnson stated, "Elon founded SpaceX with the goal of changing the fate of humanity and making humans a multi-planet species. Excitingly, we have been able to expand this vision through Starlink and AI solutions." The roadshow materials outlined several future goals but did not set specific timelines for achievement, including increasing the gross margin from last year's 49% to approximately 70%, and achieving a net profit margin of about 45%, compared to -26% last year. Johnson also discussed SpaceX's significant capital expenditures, noting that they are not the only ones making large investments in capital expenditures, especially in the current AI business. Over the past two years, this has accounted for the largest share of capital expenditures. Johnson also highlighted asteroid mining, an unproven business model, which SpaceX had not shown much interest in prior to the IPO. (Jinshi)

SpaceX Releases 17-Minute IPO Roadshow Video, Aiming to Increase Gross Margin to Approximately 70%

On June 4, Goldman Sachs projected that by 2030, SpaceX's artificial intelligence revenue will surge 100-fold.

[Goldman Sachs Projects SpaceX's AI Revenue to Surge 100-Fold by 2030]On June 4, Goldman Sachs projected that by 2030, SpaceX's artificial intelligence revenue will surge 100-fold.

Goldman Sachs Projects SpaceX's AI Revenue to Surge 100-Fold by 2030

On June 4, Richmond Fed President Tom Barkin stated that the U.S. labor market currently appears balanced, with no observed increase in overall hiring demand. "I haven't seen any changes in the job market," Barkin told reporters after a speaking event in Loudoun County, Virginia. He noted that there are signs of rising demand in technical occupations and the healthcare sector, but overall, the job market is not tight. He mentioned that among employers, "I don't see the kind of concerns I would call bubbles or tightness."

[Richmond Fed President: No Signs of Labor Market Tightness in the U.S.]On June 4, Richmond Fed President Tom Barkin stated that the U.S. labor market currently appears balanced, with no observed increase in overall hiring demand. "I haven't seen any changes in the job market," Barkin told reporters after a speaking event in Loudoun County, Virginia. He noted that there are signs of rising demand in technical occupations and the healthcare sector, but overall, the job market is not tight. He mentioned that among employers, "I don't see the kind of concerns I would call bubbles or tightness."

Richmond Fed President: No Signs of Labor Market Tightness in the U.S.

On June 4, space stocks saw significant gains, with Momentus rising over 24%, Virgin Galactic up over 18%, Redwire increasing by over 17%, and York Space Systems gaining more than 7%. Boeing, GE Aerospace, and Rocket Lab also saw nearly 3% increases. In news, SpaceX disclosed in a filing submitted to the U.S. Securities and Exchange Commission (SEC) on Wednesday that it plans to set the offering price at $135 per share before officially launching the IPO roadshow, aiming to raise $75 billion. At this offering price, SpaceX's valuation would reach $1.77 trillion, making it the seventh-largest publicly traded company in the U.S., surpassing Tesla's current valuation of approximately $1.6 trillion. SpaceX plans to officially list on the Nasdaq stock exchange on June 12. In its lengthy prospectus, SpaceX anchors its total addressable market (TAM) at an unprecedented $28.5 trillion.

[SpaceX's Largest IPO Approaches, Space Stocks Surge, Momentus Up Over 24%]On June 4, space stocks saw significant gains, with Momentus rising over 24%, Virgin Galactic up over 18%, Redwire increasing by over 17%, and York Space Systems gaining more than 7%. Boeing, GE Aerospace, and Rocket Lab also saw nearly 3% increases. In news, SpaceX disclosed in a filing submitted to the U.S. Securities and Exchange Commission (SEC) on Wednesday that it plans to set the offering price at $135 per share before officially launching the IPO roadshow, aiming to raise $75 billion. At this offering price, SpaceX's valuation would reach $1.77 trillion, making it the seventh-largest publicly traded company in the U.S., surpassing Tesla's current valuation of approximately $1.6 trillion. SpaceX plans to officially list on the Nasdaq stock exchange on June 12. In its lengthy prospectus, SpaceX anchors its total addressable market (TAM) at an unprecedented $28.5 trillion.

SpaceX's Largest IPO Approaches, Space Stocks Surge, Momentus Up Over 24%

3 июня, согласно рыночным новостям, компания США Rare Earth (USAR.US) завершила соглашение с Министерством торговли США, обеспечив до 277 миллионов долларов федерального финансирования. Максимальная одобренная сумма гарантированного кредита составляет 1,3 миллиарда долларов.

[США Rare Earth завершила соглашение с Министерством торговли на сумму до 277 миллионов долларов федерального финансирования]3 июня, согласно рыночным новостям, компания США Rare Earth (USAR.US) завершила соглашение с Министерством торговли США, обеспечив до 277 миллионов долларов федерального финансирования. Максимальная одобренная сумма гарантированного кредита составляет 1,3 миллиарда долларов.

США Rare Earth завершила соглашение с Министерством торговли на сумму до 277 миллионов долларов федерального финансирования

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One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Deconstructing the Investment Methodology of the 'Stock God Serenity' in One Article

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bill currently trades at 0.084864 USDT, up 10.48% in 24h, according to HTX market data.

США Rare Earth завершила соглашение с Министерством торговли на сумму до 277 миллионов долларов федерального финансирования

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