Odaily星球日报讯 Coinbase 在 X 平台发文表示，US500 永续合约现已上线，可通过单一合约在 Coinbase 上对美国 500 家规模最大的公司做多或做空。

Odaily星球日報訊 在IPO後持續飆升，最新市值已突破2.5兆美元（約2.6兆美元區間），較6月12日上市以來累計上漲超40%，躍升為全球第六大公司，逼近比特幣市值的兩倍，引發市場對「風險資本重新分配」的關注。分析指出，本輪上漲部分源於供給結構因素，因為SpaceX正從單一航天公司擴展為「AI+科技綜合體」，這種「AI創新+高增長敘事」正與加密市場爭奪同一風險預算資金流。不過，SpaceX估值風險亦同步上升，目前該公司虧損約4.94億美元、收入約186.7億美元，對應估值超過130倍營收，被部分分析師形容為「類Meme估值水準」。（CoinDesk）

1. Anthropic: Suspended access to Fable 5 and Mythos 5 for foreign nationals;2. Largest SPCX long position on Hyperliquid liquidated at $36.4 million, with a loss of $300,000;3. U.S. military shot down multiple Iranian drones headed towards the Strait of Hormuz;4. A HYPE genesis whale, with profits exceeding $44.34 million, deposited 576,000 HYPE into Coinbase;5. U.S. Federal Appeals Court upholds SBF's fraud conviction;6. Iranian Foreign Minister: Services related to the Strait of Hormuz will be charged;7. Iranian Foreign Minister: A memorandum of understanding between Iran and the U.S. could be signed within days;8. U.S. officials: The U.S. and Iran are close to an agreement, to be signed in the coming days;9. SpaceX rose 19% on its first day of trading, reaching a market cap of $2 trillion and becoming the sixth largest company in the U.S.;10. Former SEC Chairman Gensler opposes CFTC's claim to jurisdiction over sports prediction markets.

Odaily Planet Daily News SpaceX surged on its Nasdaq debut on Friday, with its market capitalization surpassing $2 trillion. The listing proceeded more smoothly than many observers had anticipated. The stock began trading late Friday morning and fluctuated between 15% and 30% above Thursday's pricing for most of the session, without significant volatility. It closed at approximately $161, up 19%, elevating the company to become the sixth-largest in the United States. The final settlement price is yet to be determined. Trading volume exceeded 500 million shares, with a transaction value of approximately $80 billion. With major listing plans from Anthropic and OpenAI on the horizon, market observers had feared that a surge of new stocks, following a relatively prolonged drought in IPOs, could weigh on market performance. However, investors—from large institutions to Elon Musk's retail fan base—ended the day in high spirits. "SpaceX hasn't just broken records in terms of IPO fundraising size; it has also left other major companies far behind. When the initial valuation is already close to $2 trillion, adding so much market cap in an instant is impressive," said Dan Coatsworth, Head of Market at AJ Bell. (Jinshi)

Odaily星球日報訊 SpaceX 正在推進 IPO 並尋求約 1.78 兆美元估值，若實現將成為全球市值第七大公司，該估值背後的中長期業務路徑仍不清晰。此外，SpaceX 的核心敘事正在發生變化，今年 2 月，馬斯克將 SpaceX 與 xAI 進行整合，使人工智慧成為公司戰略的重要組成部分。相比最初「推動人類成為多行星物種」的核心願景，當前公司敘事中 AI 已佔據更突出位置。一季度 xAI 相關業務據稱佔據超過四分之三的資本開支，而招股文件中約 93% 的可服務市場也與 AI 相關。馬斯克長期擅長透過重組業務結構與敘事來適應市場偏好，此前包括將 SolarCity 併入特斯拉、以及將 Twitter 與 xAI 體系整合等案例。當前 SpaceX 的新敘事是將火箭發射與 AI 結合，並設想透過在軌部署 AI 資料中心來建構未來計算基礎設施。不過，SpaceX 去年入軌載荷約 2200 噸，而馬斯克提出若要實現軌道資料中心願景，每年需達到約 100 萬噸發射能力。儘管 Starlink 與火箭業務已具備行業領先地位，最終仍需真實現金流來驗證這一龐大估值假設。（英國金融時報）

Odaily Planet Daily Report AI demand has driven the Japanese stock market to historic highs, and on Monday, SoftBank surpassed Toyota to become the company with the highest market capitalization in Japan. With its significant exposure to ChatGPT developer OpenAI and broader ambitions in the AI field, SoftBank has transformed itself into a vehicle for the current wave of investment frenzy sweeping the Japanese market.SoftBank has risen nearly 73% so far this year, hitting another record high on Monday with an increase of over 8%, following the company's commitment to invest up to 75 billion euros in France to build a massive network of AI computing clusters. Its market capitalization has now exceeded 46 trillion yen (approximately $288 billion). Toyota's market cap was slightly above 48 trillion yen at last Friday's close, but it fell nearly 4.5% on Monday, dropping below 46 trillion yen. The automaker had surpassed telecom group NTT Docomo in this metric in 2003 to become Japan's most valuable company. (Jinshi Data)

Odaily Planet Daily News Strategy CEO Phong Le stated that if Strategy remains the largest BTC holder over the next 10 to 20 years, it will become the world's largest company. (BitcoinTreasuries.NET)

Odaily 星球日報訊 在 Gate 預測市場「四月底第二大公司」相關事件中，Alphabet 目前概率已達 99%，顯著領先於蘋果、輝達、微軟、亞馬遜、特斯拉及沙烏地阿美等其他選項，顯示市場預期高度集中。在相關資產交易方面，Gate 合約股票專區已上線多檔熱門科技股永續合約，包括 GOOGLXUSDT、NVDAXUSDT 及 TSLAXUSDT 等，為用戶提供從事件判斷到資產交易的多元參與路徑。同時，Gate 預測市場已完成多項功能升級：新增一站式搜索與智能推薦機制，支援關鍵字快速檢索與分類瀏覽；完善歷史帳單與篩選功能，使資金流轉更加清晰可追溯；首頁新增多級分類與突發事件板塊，幫助用戶高效捕捉熱點機會；體育類市場亦擴展至更多衍生玩法，提升策略靈活性的同時降低參與門檻。目前，Gate 在 Polymarket 合作渠道中的表現持續提升，市場份額位列行業前二。用戶可透過 Gate App 直接訪問預測市場，從平台首頁 Alpha 進入 Polymarket 頁面，使用交易所帳戶內 USDT 參與事件預測。此次整合標誌著 Gate 在加密交易生態與預測市場融合方面邁出關鍵一步，為用戶提供從預期判斷到交易參與的多元化市場體驗。

Odaily星球日報訊 谷歌母公司 Alphabet 市值突破 4 萬億美元大關。當日股價一度漲 1.7%，達到每股 334.04 美元，對應市值 4 萬億美元。Alphabet 最近超過蘋果公司，成為僅次於輝達的全球第二大公司。迄今僅有輝達、蘋果和微軟市值曾突破 4 萬億美元，而輝達仍是唯一一家公司市值曾超過 5 萬億美元。週一股價上漲受蘋果已選擇 Alphabet 的 Gemini 模型來驅動 AI 版 Siri 數位助手的消息推動。今年以來，Alphabet 股價已上漲 4.8%，延續了去年超過 65%的漲幅，使其成為“七巨頭”中表現最好的公司。(金十)

Odaily星球日報訊在Binance Blockchain Week 上，Strategy 創辦人兼執行主席Michael Saylor 以「比特幣=數位資本」為主題發表演講，稱過去這一年，除美國政府外，大銀行和大公司也開始擁抱Crypto。今天，30%美國選民持有加密資產，而全球加密用戶則超過7 億。 Strategy 作為首個數位資產國庫，起到了表率作用，目前持有比特幣價值590 億美元，橫向對比全球企業資產體量排在第五，前四名分別是Berkshire Hathaway、微軟、Google、亞馬遜，但假以時日，我們會成為第一名。因為，除了BTC 自身價值穩固成長外，Strategy 還擁有無比健康的資本結構——企業價值680 億美元，儲備比特幣價值590 億美元，LTV（Loan to Value）僅11%，以現有財務數據計算，股息保證金足以覆蓋未來73 年。 Strategy 在做的事，包括創造貨幣、減少風險、抑制波動、「純化」收益、壓縮週期…一言概括，就是將數位資本轉化為數位信用。