News linked to both this project and an event.
According to France's Le Monde, the UAE will invest $1 billion through Marlan Space, a subsidiary of International Holding Company (IHC), into the French-American joint space AI startup Loft Orbital to build an observation satellite constellation consisting of 50 AI-enabled satellites. Unlike traditional satellites that transmit data back to Earth for analysis, the company plans to use AI to directly process images, videos, and measurement data collected by the satellites in space, with AI agents identifying anomalies and issuing alerts within seconds.
Odaily News, "White-Haired Stock Guru" Serenity stated on the X platform that following a series of Fact Sheets released by the U.S. government recently, the country's future priority industries and strategic directions can now be seen more clearly.Serenity pointed out that this week, the U.S. government released policy documents related to the "Golden Age of Space Transportation," with the space industry becoming a key area of focus. She believes that relevant policy goals will drive the development of the launch industry and may benefit space supply chain companies, including rocket manufacturers and other enterprises.The U.S. government has proposed a target of achieving 1,000 launch and reentry missions per year by 2030, with rocket companies such as Rocket Lab (RKLB) expected to be beneficiaries. In addition, Serenity stated that other policy areas of U.S. focus this month include: tariffs on drone components; cooperation on U.S. mining and critical mineral resources; adjustments to polysilicon supply chain tariffs; and other strategic industrial policies. By continuously monitoring U.S. government policy documents, it is possible to more directly assess the industry sectors that capital markets will focus on in the future, helping investors identify potential industrial opportunities.
According to Trend Research, an HSBC report released on August 18 spanning 12 industries points out that SpaceX's Starlink has crossed the inflection point for scale. As of June 30, it operates 10,200 satellites in orbit and serves 12 million broadband subscribers across 167 markets. Additionally, 7.4 million monthly active devices connect directly to mobile phones via satellite (Direct to Cell), covering 30 countries. Maersk has installed Starlink on more than 330 container ships, while United Airlines plans to upgrade 15 Boeing 737-800 aircraft per month. Starship aims to reduce launch costs to $100–$300 per kilogram, representing a decline of over 95% compared to historical averages. HSBC assesses that the space race is now benefiting terrestrial industries across three dimensions: From a communications standpoint, Starlink and ground-based telecom operators are predominantly complementary, filling coverage gaps in oceanic, desert, and post-disaster environments. Regarding compute infrastructure, orbital data centers currently cost three times as much as ground-based equivalents, acting mainly as strategic reserves; however, if TeraFab’s vertically integrated wafer fabs succeed, they could revolutionize the division of labor in the semiconductor industry. At the energy level, AI data centers have pushed the annual growth rate of U.S. power demand to 4%-5%, making renewable energy and the electrical grid the largest beneficiaries. Among the 12 industries covered, power, semiconductors, and robotics are being directly transformed.
Odaily News: At the company's first earnings call, SpaceX CEO Elon Musk stated that SpaceX's AI services will run "exclusively" on NVIDIA systems in the future.Musk noted that the company considers NVIDIA's Vera Rubin architecture to be the "best AI computing architecture." SpaceX expects its computing capacity to exceed 2 gigawatts (GW) by the end of this year, with plans to increase it to nearly 10 gigawatts by the end of next year.Additionally, SpaceX plans to deploy NVIDIA Vera Rubin NVL72 rack-scale systems both on the ground and in space, using them for the "Starmind" satellite project, with related satellites expected to begin launching next year.
Bitget PoolX will launch the project Space and Time (SXT). Locking SXT allows sharing 2,500 UNI, with an individual locking limit of 80 million SXT. The locking channel opens from 18:00 on July 31 to 18:00 on August 5 (UTC+8).
According to the official announcement, the Binance Futures Platform will list the SPCXUSD1 Perpetual Contract on July 20, 2026, at 17:00 (UTC+8 time), tracking the price of Space Exploration Technologies Corp. (SPCX), with maximum leverage up to 25x.
According to TechFlow Research, a Morgan Stanley report on July 10 pointed out that China's Long March 10B rocket completed its first orbital flight and successfully achieved sea recovery, becoming the third entity globally to master orbital-level rocket recovery technology, with the technical pathway now cleared. The Long March 10B is the reusable single-core version of the Long March 10 family, with a payload capacity of approximately 16 tons in reusable configuration. US Space Force officials estimated at the beginning of the year that China would need about 3.5 years to master rocket reuse technology, and this debut may accelerate this timeline.
10x Research released a report stating that the market generally believes Bitcoin's core value lies in hedging against currency debasement, but this is not its true investment thesis. The report argues that the core constraint facing decentralized currency is not monetary policy, but physical conditions, including energy, heat dissipation, and geographical jurisdictional limitations.The report points out that with the development of space infrastructure, the constraints of heat, electricity, and geographical limitations faced by data centers could be alleviated in orbital environments. The connection between SpaceX, Starlink, and Bitcoin may represent a long-term strategic layout centered around future infrastructure construction.10x Research believes that technologies such as satellites, encryption technology, and artificial intelligence can both promote the decentralization of power and potentially reinforce resource concentration. The world is competing around two sets of infrastructure systems.The report also compares Bitcoin with China's digital yuan, suggesting they represent different paths for digital infrastructure. It also notes that as populations gradually move away from traditional network systems, the business models of companies like Palantir may also be affected.
According to official announcements, Tencent Cloud has officially launched Agent Bucket, providing independent cloud space for a massive number of Agents to uniformly store user-uploaded materials and files such as reports, images, and code generated by Agents. The product introduces independent Space units under the Bucket to achieve fine-grained isolation and management at the single Agent or user level for access credentials, capacity quotas, read/write rate limiting, and more.
According to the official announcement, Bithumb will list the SPACE/KRW trading pair.
: According to official sources, MGBX will list the SPCXUSDT perpetual contract trading pair on June 12, 2026, at 23:00 (SGT).Trading Open Time: June 12, 2026, at 23:00 (SGT)Leverage: Up to 20x supportSPCX: Space Exploration Technologies Corp. is an enterprise integrating spacecraft manufacturing, launch services, and satellite communications. The company is committed to building future-oriented integrated hardware and software infrastructure covering space, connectivity, and artificial intelligence. SpaceX designs, manufactures, launches, and operates products and services based on cutting-edge technology, including the world's most advanced rockets and spacecraft.
According to the official announcement, Bybit officially launched its limited-time “Invite Friends” campaign on June 12, 2026. The campaign runs for 30 days and leverages the buzz around SpaceX’s Nasdaq IPO, featuring a Starship-themed multi-tiered rewards system to incentivize users to invite friends to register and deposit funds. The campaign begins immediately and ends on July 12 at 10:00 AM, offering multiple participation methods:
According to Bloomberg, BlackRock has launched a space-themed ETF for European investors—the iShares Space Technologies UCITS ETF, ticker: STAR. The index tracked by this ETF features an IPO fast-track inclusion mechanism, allowing newly listed companies to be added to the index’s constituent stocks within 10 to 30 days after their IPO through an ad-hoc rebalancing review—without waiting for the next scheduled rebalancing.
Odaily Odaily News According to official sources, Gate's Stock Derivatives Zone will launch perpetual contract trading (USDT-settled) for NOW (ServiceNow), CRM (Salesforce), ONDS (Ondas), LUNR (Intuitive Machines), RDW (Redwire Space), URNM (Sprott Uranium Miners ETF), XLE (Energy Select Sector SPDR Fund), and ADBE (Adobe) at 14:00 (UTC+8) on June 4, supporting 1-20x leverage.
Wang Lei, Deputy Secretary of the Party Working Committee and Director of the Administrative Committee of the Beijing Economic-Technological Development Area (BDA), chaired a symposium on space computing enterprises. During the meeting, he listened to suggestions from relevant enterprises on building Beijing Yizhuang into a highland for the space computing industry and discussed plans for constructing the space computing innovation center.The attending entrepreneurs unanimously agreed that space computing represents a new track integrating commercial aerospace and the digital economy. It has emerged as a new frontier in global technological competition, carrying significant strategic value and commercial prospects. The BDA recently initiated the establishment of the Beijing Space Intelligent Computing Research Institute. This is a crucial step towards building a high-level Beijing Space Computing Innovation Center, a key move to transform the space computing industry from vision to reality. Enterprises will actively participate in the construction of the institute, leveraging their strengths in areas such as satellite manufacturing, computing chips, communication payloads, energy materials, software scheduling, and precision devices. They will collaborate to overcome key common technical challenges, including space-borne radiation-resistant chips, inter-satellite laser communication, and efficient thermal control and energy supply systems. The goal is to accelerate the in-orbit validation and large-scale networking of computing satellites, building a complete innovation and industrial chain of "constellation + terminal + service". This will promote the development of an autonomous, controllable, secure, and trustworthy space computing technology and standards system, contributing wisdom and strength to China's goal of becoming a leader in aerospace and cyberspace. (Securities Times)
Stable, a blockchain focused on USDT payments, launched its yield product StableEarn on May 26, expanding its business from stablecoin payments to fund management. The first vault has gone live on Morpho, with crypto risk management firm Gauntlet responsible for configuring deposited assets within Morpho’s lending markets and managing risk parameters and rebalancing. The product targets neobanks, fintech companies, payment processors, and individual users. The first vault is powered by Theo’s products, featuring strategies including tokenized U.S. Treasury exposure (thBILL), interest-bearing gold tokens backed by loans to jewelers (thGOLD), and an interest-bearing stablecoin built on gold derivatives (thUSD).
Odaily Odaily News According to an official announcement, Binance will launch the SPCXUSDTU-margined Pre-IPO perpetual contract at 04:45 (UTC) on May 21, 2026, with a maximum leverage of 5x and support for Multi-Assets Mode. The underlying asset for this contract is Space Exploration Technologies Corp. (SPCX), the settlement asset is USDT, with a minimum trading quantity of 0.01 SPCX and a minimum notional value of 5 USDT. During the Pre-IPO trading period, the funding rate ceiling is +0.005% every 8 hours, and after the subsequent transition to a standard perpetual contract, the funding rate range will be +2.00% / -2.00%. Copy trading functionality for this contract will be enabled within 24 hours of its listing.
Odaily Seer Channel monitoring indicates that Polymarket has launched a new market: "Will SpaceX acquire Cursor," with the current probability of "Yes" at 74%.The event contract rules are as follows: If, before 11:59 PM Eastern Time on December 31, 2026, it is officially announced that Cursor will be acquired by SpaceX or will merge with it, the market will resolve to "Yes"; otherwise, the market will resolve to "No." Mergers or acquisitions involving Cursor or its parent company (where applicable) with SpaceX or its parent company, Space Exploration Technologies Corp., are eligible. The outcome will be "Yes" as long as Cursor or SpaceX issues an announcement within the market's timeframe, regardless of whether the announced acquisition/merger actually occurs. Announcements of partial sales may also qualify as long as the acquiring company gains a controlling interest in the other company. "Controlling interest" refers to a change in ownership sufficient to control the company's strategic decisions (typically meaning over 50% equity, or equivalent control through voting rights and governance). Transactions or investments that do not result in a transfer of controlling interest are not eligible. The primary source for resolving this market will be official information from Cursor and SpaceX; however, a consensus of credible reports may also be used.Odaily Seer Channel continues to monitor prediction markets, observing changes before they are priced.
Odaily News At a press conference held by the State Council Information Office to introduce the development of industry and information technology in the first quarter of 2026, Zhang Yunming, Vice Minister of the Ministry of Industry and Information Technology (MIIT), stated that in the next step, the MIIT will guide the orderly construction of computing power infrastructure according to demand, promote the coordinated layout of green power and computing power, advance the comprehensive coverage of automated monitoring of computing power, improve China's computing power platform, facilitate precise matching of computing power supply and demand, and enhance the utilization efficiency of computing power resources. At the same time, it will deeply implement the "Computing Power Foundation Strengthening and Challenge" action, promote the transformation and application of results and innovation empowerment, improve the construction of the computing power standard system, support forward-looking research on space computing technology, and orderly promote the development of the space computing industry. (Securities Times)
American Bitcoin (ABTC), a mining company affiliated with the Trump family, announced that it will release its first-quarter financial results after the U.S. market closes on May 6, 2026. The company’s management team will hold a conference call and webcast to discuss the results at 4:30 p.m. ET on the same day, with live audio streaming simultaneously available via X Space.