News linked to both this project and an event.
According to monitoring by the BlockFlow KOL Opinion Aggregation Platform, Meta Platforms (META) is currently priced at $669.21. Multiple KOLs are unanimously bullish, believing that given its massive user base across multiple platforms and AI infrastructure build-out, the $1.7 trillion valuation is cheap.
Odaily News, Strive Vice President Joe Burnett posted on X platform, stating that BTC's break-even annualization is often difficult to understand, and it's important to grasp why. The market generally holds three types of views on Bitcoin: Bullish Bitcoin investors believe Bitcoin will appreciate significantly; if they can borrow long-term capital at a cost below 20% and anticipate Bitcoin's future compound annual growth rate will exceed that level, they are willing to finance the purchase of more Bitcoin. Neutral Bitcoin investors require a much lower hurdle rate of return for Bitcoin. According to Michael Saylor's post, if Bitcoin grows by only 3.3% annually, they could sustainably pay current dividends through Bitcoin capital gains. This is a different bet from expecting Bitcoin to grow at a compound rate of over 20%. For context, the historical annual growth rate of the US dollar M2 money supply is around 7%. BTC is a scarce monetary asset with a long-term supply growth rate of 0%. Therefore, buyers of digital credit don't need to be extremely bullish on Bitcoin; they primarily need to believe that Bitcoin won't die out and will roughly keep pace with dollar inflation. This audience is much broader. Joe Burnett stated this might already be the current global consensus view on Bitcoin. Bearish Bitcoin investors can also express their views by shorting Bitcoin or shorting Amplified Bitcoin. Currently, capital has three clear ways to express its view: Bullish on Bitcoin can hold Bitcoin and Amplified Bitcoin; Neutral on Bitcoin can hold Digital Credit; Bearish on Bitcoin can short Bitcoin or Amplified Bitcoin. Every major capital allocator now has a Bitcoin-related tool matching their worldview, and this is how over $1 quadrillion in global capital begins to flow into Bitcoin.
Serenity, known as the "White-Haired Stock Guru," posted on X platform stating that Blue Origin is seeking to raise $10 billion in funding, with a company valuation target of approximately $130 billion. If this fundraising is completed at this valuation, it will provide a new valuation anchor for the commercial aerospace industry, potentially benefiting other aerospace-related companies including RKLB and ASTS. If leading companies like SpaceX and Blue Origin can achieve such high market valuations, investors may reassess the long-term value of companies across the entire space economy industry chain.
Wall Street investment bank Cantor Fitzgerald stated that the key to Strategy restarting its capital expansion cycle lies in restoring its preferred stock STRC back to the $100 par value level. The bank pointed out that repairing the STRC price is a core prerequisite for restarting the company's Bitcoin accumulation "capital engine" and will help stabilize the overall capital structure.After a meeting with Executive Chairman Michael Saylor, Cantor Fitzgerald expressed increased confidence in management's plans to stabilize the balance sheet and restore financing capabilities. In the current market, STRC is trading at approximately $87.79, Strategy's stock price fell 3.4% to $97.34, while Bitcoin is trading around $61,800.Cantor believes that STRC is the foundational tool of Strategy's financing system, and its repair will drive benefits for both preferred and common shares, further enhancing the company's ability to continue accumulating Bitcoin. Currently, Strategy has raised approximately $216 million through Bitcoin sales to fund preferred stock dividends and is expected to continue increasing its cash reserves to support dividend stability. (CoinDesk)
According to TechFlow Research, Morgan Stanley released an Internet Tracking Report, noting that Google and Meta's nominal EV/EBITDA multiples appear inexpensive (GOOGL 16.1x, META 8.9x), but after adjusting for stock-based compensation accounting treatment, the true multiple rises from 16.3x to 31.1x (+91%), still lower than the five-year average of 31.6x, implying that the true valuation of internet giants is undervalued by the market by more than 30%.
According to TechFlow Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions tracked in June totaled nearly $7 billion. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW Poland data center, going online in phases in 2026; India's Yotta Sovereign Cloud procured $2 billion worth of 20,736 B300s and 5,120 B200s, subsequently expanding to six Southeast Asian countries. Crypto mining farm AiOnX acquired 77% equity of Genesis Digital Assets for $500 million, converting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully validated Vera Rubin NVL72 rack, with 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address approximately $39 billion in backlog orders, covering more than 20 clients, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
“White-Haired Stock Guru” Serenity posted a summary of the regional market style differences observed on X:1. USA: Bullish on all “futuristic” narratives, such as targets like $SPCX. Less sensitive to valuations, more focused on potential and imagination.2. Europe: From SIVE to SOI, attention to AI infrastructure construction is relatively weak. The time frame leans toward performance over the past 12 months (specifically noting that Belgium has performed decently, while observing France and Sweden).3. South Korea: High-leverage “Degen” style with extremely volatile markets, similar to the intense fluctuation structure of “50x Hyperliquid traders entering the stock market.”4. Japan: Generally mild and supportive, with fewer aggressive short-selling or bearish expressions.Serenity added that data on other regions such as Latin America is still insufficient, but observations will continue in the future.
Sharplink CEO Joseph Chalom stated that Ethereum treasury companies are gradually deviating from the model of Strategy and Michael Saylor, focusing more on staking yields and a clean balance sheet rather than relying on complex financing structures.Chalom believes that Ethereum treasury companies can generate returns directly by holding ETH, thus eliminating the need for excessive leverage. He also indicated that only a few Ethereum treasury companies will be able to survive through market downturns.Furthermore, citing BlackRock CEO Larry Fink's previous views, he described Ethereum as a "tokenized toll road" and pointed out that the New York Stock Exchange and Nasdaq's push for 24-hour trading plans, DTCC's exploration of tokenized collateral, and Bullish's acquisition of Equiniti will all further drive tokenized assets into the traditional financial system.Chalom expects that as stablecoins, tokenized assets, DeFi, and AI applications continue to expand, Ethereum will gradually forge a different development path from Bitcoin in the future. (The Block)