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On June 5, according to The Wall Street Journal: Morgan Stanley predicts that by 2040, SpaceX's revenue will reach $3.4 trillion. The company's adjusted EBITDA is expected to exceed $2.7 trillion by 2040.

[Morgan Stanley: SpaceX's Revenue to Reach $3.4 Trillion by 2040]On June 5, according to The Wall Street Journal: Morgan Stanley predicts that by 2040, SpaceX's revenue will reach $3.4 trillion. The company's adjusted EBITDA is expected to exceed $2.7 trillion by 2040.

Morgan Stanley: SpaceX's Revenue to Reach $3.4 Trillion by 2040

On June 5, the UK government raised its domestic crude oil price forecast, suggesting that even if a peace agreement is reached between the US and Iran, oil prices may remain around $100 per barrel until 2028. This is due to the expectation that the recovery of energy supplies in the Gulf region will take longer than previously anticipated. New analysis warns that the pressures on energy prices are higher than earlier expected, and the global economic outlook is increasingly deteriorating. The UK government had previously estimated that supply in the Gulf region could recover about six months after the end of the conflict, but it now believes it may take as long as 14 months for recovery.

[UK Government Predicts Domestic Oil Prices May Remain Around $100 Per Barrel Until 2028]On June 5, the UK government raised its domestic crude oil price forecast, suggesting that even if a peace agreement is reached between the US and Iran, oil prices may remain around $100 per barrel until 2028. This is due to the expectation that the recovery of energy supplies in the Gulf region will take longer than previously anticipated. New analysis warns that the pressures on energy prices are higher than earlier expected, and the global economic outlook is increasingly deteriorating. The UK government had previously estimated that supply in the Gulf region could recover about six months after the end of the conflict, but it now believes it may take as long as 14 months for recovery.

UK Government Predicts Domestic Oil Prices May Remain Around $100 Per Barrel Until 2028

On June 5, SpaceX, the largest IPO in history, is actively conducting its roadshow, but users in mainland China and Hong Kong are unable to access its official website and marketing documents, while users in most major Asian markets can browse normally. Tests show that whether in mainland China or Hong Kong, attempts to access the SpaceX website or read the prospectus result in an 'Error 1009' message, although users in Macau can browse as usual. 

According to cybersecurity provider Cloudflare, the most common reason for the 'Error 1009' is that the website owner (i.e., SpaceX) has actively set regional restrictions (Geoblocking) to block IP addresses from specific countries or regions. Tech industry insiders indicate that such blocking is usually a 'business or policy decision made by the company.' It is rare for large multinational corporations to impose a complete site blockade on Hong Kong.

As a super unicorn integrating rocket launches, Starlink satellite networks, and artificial intelligence (AI) technology, SpaceX's IPO has become the focus of the global financial market:
- Fundraising target: $75 billion, which will set the record for the largest IPO in history and become the first IPO in U.S. securities history to debut with a valuation exceeding $10,000 per share;
- Company valuation: Post-IPO valuation is expected to reach $17.5 trillion, making it one of the top 10 largest publicly traded companies in the U.S. stock market.

[SpaceX Website Reportedly Blocks Access for Users in Mainland China and Hong Kong]On June 5, SpaceX, the largest IPO in history, is actively conducting its roadshow, but users in mainland China and Hong Kong are unable to access its official website and marketing documents, while users in most major Asian markets can browse normally. Tests show that whether in mainland China or Hong Kong, attempts to access the SpaceX website or read the prospectus result in an 'Error 1009' message, although users in Macau can browse as usual. 

According to cybersecurity provider Cloudflare, the most common reason for the 'Error 1009' is that the website owner (i.e., SpaceX) has actively set regional restrictions (Geoblocking) to block IP addresses from specific countries or regions. Tech industry insiders indicate that such blocking is usually a 'business or policy decision made by the company.' It is rare for large multinational corporations to impose a complete site blockade on Hong Kong.

As a super unicorn integrating rocket launches, Starlink satellite networks, and artificial intelligence (AI) technology, SpaceX's IPO has become the focus of the global financial market:
- Fundraising target: $75 billion, which will set the record for the largest IPO in history and become the first IPO in U.S. securities history to debut with a valuation exceeding $10,000 per share;
- Company valuation: Post-IPO valuation is expected to reach $17.5 trillion, making it one of the top 10 largest publicly traded companies in the U.S. stock market.

SpaceX Website Reportedly Blocks Access for Users in Mainland China and Hong Kong

On June 5, Glassnode reported that as BTC broke below a multi-month range and tested February's low, options market data showed multiple defensive signals emerging simultaneously. The 1-week implied volatility (IV) approached 60%, a significant increase from about 30% the previous week, while long-term volatility also rose across the board. The 25D skew saw a substantial increase, with the 1-week skew reaching 30% and the 1-month skew rising above 23%, indicating a growing demand for downside protection. Call option premiums were eroded in both short and long terms, with put option buying dominating the funding flow over the past 7 days, accounting for 31.5% of options trading volume. The 1-month IV rose above 40%, while realized volatility remained around 35%, causing the volatility risk premium to expand to its highest level in weeks. Additionally, the maximum negative gamma concentration is located at $65,000, with BTC currently within a wide short gamma corridor, suggesting that market makers' hedging operations could amplify price fluctuations. Glassnode concluded that the overall positioning in the options market remains defensive.

[Glassnode: Bitcoin Options Market Maintains Defensive Stance]On June 5, Glassnode reported that as BTC broke below a multi-month range and tested February's low, options market data showed multiple defensive signals emerging simultaneously. The 1-week implied volatility (IV) approached 60%, a significant increase from about 30% the previous week, while long-term volatility also rose across the board. The 25D skew saw a substantial increase, with the 1-week skew reaching 30% and the 1-month skew rising above 23%, indicating a growing demand for downside protection. Call option premiums were eroded in both short and long terms, with put option buying dominating the funding flow over the past 7 days, accounting for 31.5% of options trading volume. The 1-month IV rose above 40%, while realized volatility remained around 35%, causing the volatility risk premium to expand to its highest level in weeks. Additionally, the maximum negative gamma concentration is located at $65,000, with BTC currently within a wide short gamma corridor, suggesting that market makers' hedging operations could amplify price fluctuations. Glassnode concluded that the overall positioning in the options market remains defensive.

Glassnode: Bitcoin Options Market Maintains Defensive Stance

According to data from CryptoQuant, the cryptocurrency spot trading volume has fallen to its lowest level since October 2023.

[Cryptocurrency Spot Trading Volume Drops to Lowest Level Since October 2023]According to data from CryptoQuant, the cryptocurrency spot trading volume has fallen to its lowest level since October 2023.

Cryptocurrency Spot Trading Volume Drops to Lowest Level Since October 2023

On June 5, Chang Wei Liang from DBS Group Research stated in a report that further profit-taking by investors in the Korean stock market poses a risk to the stability of the won. He noted that this risk is particularly pronounced given that Korean exporters have not fully repatriated their overseas earnings and that oil prices remain sticky around $100 per barrel. The forex and credit bond strategist pointed out that after the Korean Composite Index has risen over 90% this year, profit-taking by foreign investors has led to capital outflows, which is related to the weakening of the won. Chang indicated that with the dollar surpassing 1,530 won, volatility in semiconductor stocks could pose another risk. Major memory chip makers Samsung Electronics and SK Hynix fell by 6.4% and 9.9%, respectively, dragging the benchmark index down by 5.5% on that day.

[Strategist: Further Profit-Taking in Korean Stock Market May Undermine Won Stability]On June 5, Chang Wei Liang from DBS Group Research stated in a report that further profit-taking by investors in the Korean stock market poses a risk to the stability of the won. He noted that this risk is particularly pronounced given that Korean exporters have not fully repatriated their overseas earnings and that oil prices remain sticky around $100 per barrel. The forex and credit bond strategist pointed out that after the Korean Composite Index has risen over 90% this year, profit-taking by foreign investors has led to capital outflows, which is related to the weakening of the won. Chang indicated that with the dollar surpassing 1,530 won, volatility in semiconductor stocks could pose another risk. Major memory chip makers Samsung Electronics and SK Hynix fell by 6.4% and 9.9%, respectively, dragging the benchmark index down by 5.5% on that day.

Strategist: Further Profit-Taking in Korean Stock Market May Undermine Won Stability

On June 5, Polymarket's Chief Marketing Officer Matthew Modabber transferred over $2.5 million to more than 800 individuals through his personal PayPal account between January 2025 and February 2026. Among them, approximately 24 verified influencers posted Polymarket-related content on platform X after receiving payments, totaling over 490 posts, all without disclosing their paid promotional relationship. The recipients included content creators from various political backgrounds, with some posts presenting Polymarket's odds data in news-like language such as 'BREAKING' and 'NEW'. A spokesperson for Polymarket stated that collaborating with influencers is a routine business practice for the company but declined to comment on related disclosure policies or Modabber's use of a personal account for transactions. The U.S. Federal Trade Commission mandates that influencers must disclose any 'substantial connection' with the brands they promote. (Politico)

[Polymarket CMO Exposed for Paying Over $2.5 Million to 800 Influencers Without Disclosure]On June 5, Polymarket's Chief Marketing Officer Matthew Modabber transferred over $2.5 million to more than 800 individuals through his personal PayPal account between January 2025 and February 2026. Among them, approximately 24 verified influencers posted Polymarket-related content on platform X after receiving payments, totaling over 490 posts, all without disclosing their paid promotional relationship. The recipients included content creators from various political backgrounds, with some posts presenting Polymarket's odds data in news-like language such as 'BREAKING' and 'NEW'. A spokesperson for Polymarket stated that collaborating with influencers is a routine business practice for the company but declined to comment on related disclosure policies or Modabber's use of a personal account for transactions. The U.S. Federal Trade Commission mandates that influencers must disclose any 'substantial connection' with the brands they promote. (Politico)

Polymarket CMO Exposed for Paying Over $2.5 Million to 800 Influencers Without Disclosure

On June 5, JPMorgan upgraded Tesla's rating from 'Underweight' to 'Neutral', stating that the stock's value is increasingly tied to autonomous driving, robotics, artificial intelligence, and software, rather than short-term electric vehicle profits. The bank raised its target price from $145 to $475, citing Tesla's strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.

[JPMorgan Raises Tesla Rating to 'Neutral', Optimistic About AI and Hardware Integration]On June 5, JPMorgan upgraded Tesla's rating from 'Underweight' to 'Neutral', stating that the stock's value is increasingly tied to autonomous driving, robotics, artificial intelligence, and software, rather than short-term electric vehicle profits. The bank raised its target price from $145 to $475, citing Tesla's strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.

JPMorgan Raises Tesla Rating to 'Neutral', Optimistic About AI and Hardware Integration

Deutsche Bank has raised the target price for Robinhood (HOOD.O) from $88 to $98.

[Deutsche Bank Raises Robinhood Target Price from $88 to $98]Deutsche Bank has raised the target price for Robinhood (HOOD.O) from $88 to $98.

Deutsche Bank Raises Robinhood Target Price from $88 to $98

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

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

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