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Morgan Stanley's latest research report indicates that although the booster failed to achieve a perfect recovery during SpaceX's 13th Starship test flight, the mission significantly boosted market confidence. The firm emphasized that the test flight successfully completed key validation objectives, including the deployment of the next-generation Starlink V3 satellites, in-orbit engine restarts, and the smoothest ocean splashdown to date, marking an important step towards full reusability of the Starship system. Morgan Stanley believes that if the 14th Starship test flight can achieve direct capture of the spacecraft's upper stage by the launch tower, it will become the next key catalyst for driving SpaceX's valuation upward. Based on the ongoing progress in Starship technology validation and its long-term potential in areas such as AI infrastructure and global satellite connectivity, the firm maintains a 'buy' rating on SpaceX stock and reaffirms the $300 target price. The report also notes that the rapid iteration of Starship and its low-cost launch capabilities are core cornerstones for SpaceX's construction of a 'Space + AI' composite ecosystem. With the acceleration of Starlink V3 satellite networking and the advancement of orbital computing layout, SpaceX is expected to further consolidate its dual leadership position in the commercial space and artificial intelligence infrastructure sectors.

[Morgan Stanley Maintains Buy Rating and $300 Target Price for SpaceX]Morgan Stanley's latest research report indicates that although the booster failed to achieve a perfect recovery during SpaceX's 13th Starship test flight, the mission significantly boosted market confidence. The firm emphasized that the test flight successfully completed key validation objectives, including the deployment of the next-generation Starlink V3 satellites, in-orbit engine restarts, and the smoothest ocean splashdown to date, marking an important step towards full reusability of the Starship system. Morgan Stanley believes that if the 14th Starship test flight can achieve direct capture of the spacecraft's upper stage by the launch tower, it will become the next key catalyst for driving SpaceX's valuation upward. Based on the ongoing progress in Starship technology validation and its long-term potential in areas such as AI infrastructure and global satellite connectivity, the firm maintains a 'buy' rating on SpaceX stock and reaffirms the $300 target price. The report also notes that the rapid iteration of Starship and its low-cost launch capabilities are core cornerstones for SpaceX's construction of a 'Space + AI' composite ecosystem. With the acceleration of Starlink V3 satellite networking and the advancement of orbital computing layout, SpaceX is expected to further consolidate its dual leadership position in the commercial space and artificial intelligence infrastructure sectors.

Morgan Stanley Maintains Buy Rating and $300 Target Price for SpaceX

On July 27, South Korean internet company Naver, along with NVIDIA and Brookfield Asset Management, announced plans to invest in the construction of gigawatt-scale AI cloud infrastructure in South Korea and the United States. Naver and NVIDIA will expand the GAK Sejong AI factory located in Sejong City, South Korea, to a scale of 200 megawatts, with the goal of completion by 2028. The AI factory is expected to utilize NVIDIA's latest AI infrastructure, including the Vera Rubin and Blackwell platforms. Additionally, Naver plans to further expand the deployment of NVIDIA's AI infrastructure to 1 gigawatt to support large-scale artificial intelligence computing demands. This collaboration aims to promote the development of AI computing infrastructure in South Korea and strengthen the global AI cloud service landscape.

[Naver Partners with NVIDIA and Brookfield to Build Gigawatt-Scale AI Cloud Infrastructure, Sejong AI Factory to Expand to 200 Megawatts]On July 27, South Korean internet company Naver, along with NVIDIA and Brookfield Asset Management, announced plans to invest in the construction of gigawatt-scale AI cloud infrastructure in South Korea and the United States. Naver and NVIDIA will expand the GAK Sejong AI factory located in Sejong City, South Korea, to a scale of 200 megawatts, with the goal of completion by 2028. The AI factory is expected to utilize NVIDIA's latest AI infrastructure, including the Vera Rubin and Blackwell platforms. Additionally, Naver plans to further expand the deployment of NVIDIA's AI infrastructure to 1 gigawatt to support large-scale artificial intelligence computing demands. This collaboration aims to promote the development of AI computing infrastructure in South Korea and strengthen the global AI cloud service landscape.

Naver Partners with NVIDIA and Brookfield to Build Gigawatt-Scale AI Cloud Infrastructure, Sejong AI Factory to Expand to 200 Megawatts

On July 27, British fintech company Revolut is ramping up its investment in crypto content marketing by sponsoring crypto influencers on platforms like YouTube to expand its brand influence. Trader CBB shared a screenshot indicating that Revolut is recruiting crypto content creators from the European Economic Area (EEA) to join its crypto creator program and is seeking collaborations for promotion. Some market participants believe that Revolut has been aggressively investing in the crypto sector in recent years, with some crypto YouTubers receiving long-term commercial support from Revolut, which has even become a significant source of income for them. However, there is currently no public data confirming the specific scale and coverage of these collaborations. Founded in 2015, Revolut is a UK-based fintech company that has been continuously expanding its cryptocurrency trading and digital asset services, and is attempting to grow its young user base through content marketing and community collaboration.

[Revolut Increases Marketing Investment in Crypto, Becomes Major Sponsor for YouTube Crypto Influencers]On July 27, British fintech company Revolut is ramping up its investment in crypto content marketing by sponsoring crypto influencers on platforms like YouTube to expand its brand influence. Trader CBB shared a screenshot indicating that Revolut is recruiting crypto content creators from the European Economic Area (EEA) to join its crypto creator program and is seeking collaborations for promotion. Some market participants believe that Revolut has been aggressively investing in the crypto sector in recent years, with some crypto YouTubers receiving long-term commercial support from Revolut, which has even become a significant source of income for them. However, there is currently no public data confirming the specific scale and coverage of these collaborations. Founded in 2015, Revolut is a UK-based fintech company that has been continuously expanding its cryptocurrency trading and digital asset services, and is attempting to grow its young user base through content marketing and community collaboration.

Revolut Increases Marketing Investment in Crypto, Becomes Major Sponsor for YouTube Crypto Influencers

On July 27, Bitmine announced that it purchased an additional 9,946 ETH last week, bringing its total holdings to 5.7874 million ETH as of July 26, which accounts for approximately 4.8% of the total circulating supply of Ethereum. Additionally, Bitmine currently has 4.9172 million ETH staked, valued at approximately $9.6 billion based on current prices. The company disclosed that the total value of its crypto assets, cash, and securities amounts to $11.8 billion.

[Bitmine Increases Holdings by 9,946 ETH, Total Holdings Reach 5.7874 Million ETH]On July 27, Bitmine announced that it purchased an additional 9,946 ETH last week, bringing its total holdings to 5.7874 million ETH as of July 26, which accounts for approximately 4.8% of the total circulating supply of Ethereum. Additionally, Bitmine currently has 4.9172 million ETH staked, valued at approximately $9.6 billion based on current prices. The company disclosed that the total value of its crypto assets, cash, and securities amounts to $11.8 billion.

Bitmine Increases Holdings by 9,946 ETH, Total Holdings Reach 5.7874 Million ETH

According to the Wall Street Journal: Nvidia will make a significant investment in safe superintelligence founded by Ilya Sutskever, co-founder of OpenAI.

[Nvidia to Make Major Investment in Safe Superintelligence Founded by OpenAI Co-Founder Ilya Sutskever]According to the Wall Street Journal: Nvidia will make a significant investment in safe superintelligence founded by Ilya Sutskever, co-founder of OpenAI.

Nvidia to Make Major Investment in Safe Superintelligence Founded by OpenAI Co-Founder Ilya Sutskever

On July 27, traders in short-term interest rates at Citigroup are betting that the Federal Reserve will keep interest rates unchanged this week, despite the swap market pricing in a probability of over one-third for a 25 basis point rate hike.

[Citi Traders Expect Fed to Hold Rates Steady This Week]On July 27, traders in short-term interest rates at Citigroup are betting that the Federal Reserve will keep interest rates unchanged this week, despite the swap market pricing in a probability of over one-third for a 25 basis point rate hike.

Citi Traders Expect Fed to Hold Rates Steady This Week

On July 27, the Hyperliquid Policy Center (HPC) announced that it, along with Multicoin Capital, submitted a comment letter to the U.S. Commodity Futures Trading Commission (CFTC) in support of its proposed regulatory framework for prediction markets. Both parties stated that prediction markets should be uniformly regulated by the CFTC as the sole federal regulatory body, rather than being managed separately by each state under gambling laws, to avoid market fragmentation. HPC and Multicoin believe that event contracts facilitated by trading platforms are fundamentally different from traditional gambling and should be included in the financial market regulatory system. The comment letter suggests that the CFTC further clarify the review standards for event contracts, including adopting a judgment method based on contract settlement results, and publicly disclose the specific reasons for each review decision to enhance regulatory transparency and provide stable expectations for market participants. Hyperliquid indicated that its platform has supported result-based on-chain contract trading, and the related market has rapidly grown since its launch in May, with open interest recently reaching an all-time high, and all positions completed through on-chain collateral and settlement. Both parties believe that a clear and technology-neutral federal regulatory framework will promote the compliant development of on-chain prediction markets and derivatives markets.

[HPC and Multicoin Support CFTC's Regulatory Framework for Prediction Markets]On July 27, the Hyperliquid Policy Center (HPC) announced that it, along with Multicoin Capital, submitted a comment letter to the U.S. Commodity Futures Trading Commission (CFTC) in support of its proposed regulatory framework for prediction markets. Both parties stated that prediction markets should be uniformly regulated by the CFTC as the sole federal regulatory body, rather than being managed separately by each state under gambling laws, to avoid market fragmentation. HPC and Multicoin believe that event contracts facilitated by trading platforms are fundamentally different from traditional gambling and should be included in the financial market regulatory system. The comment letter suggests that the CFTC further clarify the review standards for event contracts, including adopting a judgment method based on contract settlement results, and publicly disclose the specific reasons for each review decision to enhance regulatory transparency and provide stable expectations for market participants. Hyperliquid indicated that its platform has supported result-based on-chain contract trading, and the related market has rapidly grown since its launch in May, with open interest recently reaching an all-time high, and all positions completed through on-chain collateral and settlement. Both parties believe that a clear and technology-neutral federal regulatory framework will promote the compliant development of on-chain prediction markets and derivatives markets.

HPC and Multicoin Support CFTC's Regulatory Framework for Prediction Markets

On July 27, key news in the US pre-market includes: 1. Rocket Lab (RKLB.O) has secured a $266 million missile defense contract with the U.S. Space Force. 2. AMD (AMD.O) will establish an artificial intelligence research center in South Korea and develop an open AI infrastructure ecosystem. 3. Apple's (AAPL.O) system status page indicates that all affected services, including the App Store, have been restored. 4. Nvidia (NVDA.O) will form an open-source AI alliance with partners and launch the NOOA open-source project on GitHub aimed at promoting the safe development of artificial intelligence. 5. Sources indicate that Nvidia (NVDA.O) is negotiating to provide approximately $250 billion in financial guarantees for OpenAI's Ohio data center project. 6. Dutch biotech company Argenx SE (ARGX.O) has agreed to acquire clinical-stage biopharmaceutical company Forte Biosciences (FBRX.O) for about $2.2 billion in cash to expand its immunology drug portfolio. 7. A South Korean conglomerate has reached agreements with global tech giants, including Nvidia (NVDA.O), to initiate a series of collaborative projects valued at $950 billion. 8. Strategy has not increased its Bitcoin holdings for three consecutive weeks, with its dollar reserves rising to $3.75 billion. 9. Bitmine increased its holdings by 9,946 ETH last week, bringing its total holdings to 5.7874 million ETH.

[US Pre-Market Highlights: Nvidia Expands AI Initiatives, AMD Enters Korean AI R&D, Korean Firms Secure $950 Billion Deal with Tech Giants]On July 27, key news in the US pre-market includes: 1. Rocket Lab (RKLB.O) has secured a $266 million missile defense contract with the U.S. Space Force. 2. AMD (AMD.O) will establish an artificial intelligence research center in South Korea and develop an open AI infrastructure ecosystem. 3. Apple's (AAPL.O) system status page indicates that all affected services, including the App Store, have been restored. 4. Nvidia (NVDA.O) will form an open-source AI alliance with partners and launch the NOOA open-source project on GitHub aimed at promoting the safe development of artificial intelligence. 5. Sources indicate that Nvidia (NVDA.O) is negotiating to provide approximately $250 billion in financial guarantees for OpenAI's Ohio data center project. 6. Dutch biotech company Argenx SE (ARGX.O) has agreed to acquire clinical-stage biopharmaceutical company Forte Biosciences (FBRX.O) for about $2.2 billion in cash to expand its immunology drug portfolio. 7. A South Korean conglomerate has reached agreements with global tech giants, including Nvidia (NVDA.O), to initiate a series of collaborative projects valued at $950 billion. 8. Strategy has not increased its Bitcoin holdings for three consecutive weeks, with its dollar reserves rising to $3.75 billion. 9. Bitmine increased its holdings by 9,946 ETH last week, bringing its total holdings to 5.7874 million ETH.

US Pre-Market Highlights: Nvidia Expands AI Initiatives, AMD Enters Korean AI R&D, Korean Firms Secure $950 Billion Deal with Tech Giants

On July 27, according to BIT(bit.com) market data, US stock STRC rose over 2% in pre-market trading, while MSTR increased by 2.31%. In terms of news, Strategy did not increase its Bitcoin holdings last week, with its dollar reserves rising to $3.75 billion (an increase of $525 million), and it spent $25 million to repurchase STRC shares. It has not increased its Bitcoin holdings for three consecutive weeks. However, during the same period, dollar reserves have increased by $1.2 billion through the sale of MSTR shares and other methods, bringing the company's dollar reserves to $3.75 billion.

[US Stocks STRC Up Over 2% Pre-Market, MSTR Up 2.31%]On July 27, according to BIT(bit.com) market data, US stock STRC rose over 2% in pre-market trading, while MSTR increased by 2.31%. In terms of news, Strategy did not increase its Bitcoin holdings last week, with its dollar reserves rising to $3.75 billion (an increase of $525 million), and it spent $25 million to repurchase STRC shares. It has not increased its Bitcoin holdings for three consecutive weeks. However, during the same period, dollar reserves have increased by $1.2 billion through the sale of MSTR shares and other methods, bringing the company's dollar reserves to $3.75 billion.

US Stocks STRC Up Over 2% Pre-Market, MSTR Up 2.31%

According to coinmarketcap data, the market cap of BTC has returned to $380 billion, with a 24-hour increase of 3.86%. Additionally, BTC’s 24-hour trading volume reached $47.94 billion.

Detail

【Data: BTC market cap returns to above $380 billion】According to coinmarketcap data, the market cap of BTC has returned to $380 billion, with a 24-hour increase of 3.86%. Additionally, BTC’s 24-hour trading volume reached $47.94 billion.

Data: BTC market cap returns to above $380 billion

Avalanche: Why AVAX is stalling despite a 20x surge in daily transactions

Zhongji Innolight Leads Investment in a Tsinghua '90s Postgraduate

Trump Relents on Ethics Provisions, 《CLARITY Act》 Makes Final Push Before Senate Recess

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

BUILDon loses 15% as Futures activity cools down — Another decline incoming?

From OpenSea to OpenRouter: Is Alex Atallah Repeating His 'Exit at the Peak' Playbook?

Data: BTC market cap returns to above $380 billion

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