Elon links Moon plan to bigger AI and internet strategy

  vor 9 Monaten

Elon Musk just made it clear that the Moon comes first now. In a post on X, he said SpaceX has already shifted focus to building a self-growing city on the Moon. The reason? It’s faster. “We can potentially achieve that in less than 10 years,” Elon wrote, adding that Mars would take over 20. That’s a long time, and Elon says the goal of SpaceX is still to spread life beyond Earth, but doing it through the Moon is just more realistic right now. Trips to Mars are rare. You can only launch to it when Earth and Mars are lined up, and that happens once every 26 months. Then the trip itself takes six months. The Moon, on the other hand, is right there. Elon pointed out SpaceX can launch to the Moon every 10 days. It takes just two days to get there. That means they can keep testing, launching, and building a lot quicker. “We can iterate much faster to complete a Moon city than a Mars city,” he said. Elon links Moon plan to bigger AI and internet strategy This announcement didn’t come out of nowhere. Just last week, Elon confirmed that SpaceX is acquiring xAI, the company he started to develop the chatbot Grok. That chatbot is already plugged into the X platform, which xAI bought back in March 2025. Now, he’s combining all of it (AI, rockets, internet satellites, mobile tech, and social media) under one roof. According to Elon, the xAI acquisition is meant to build “the most ambitious, vertically-integrated innovation engine on (and off) Earth.” That includes AI, space-based internet, and what he called “the world’s foremost real-time information and free speech platform.” He wants all the tech to work together. He sees this as part of the plan to build working systems on the Moon (bases, factories, and communications) that don’t rely on Earth to survive. Elon has also said SpaceX still plans to start working on a Mars city in five to seven years, but the Moon now takes top priority. The reason is simple: “The overriding priority is securing the future of civilization and the Moon is faster,” he said. Elon even talked about self-growing bases and automated factories that could build more bases without human help. Meanwhile, NASA is still doing its own thing. The agency will stream the SpaceX Crew-12 launch to the International Space Station live. That’s planned for no earlier than 6:01 a.m. EST on Wednesday, February 11. Docking is expected the next morning at 10:30 a.m. The launch will happen from Cape Canaveral Space Force Station in Florida. The Crew-12 mission will carry four astronauts: Jessica Meir and Jack Hathaway from NASA, Sophie Adenot from ESA, and Andrey Fedyaev from Roscosmos. This will be the 12th crew rotation mission under NASA’s Commercial Crew Program and the 13th human flight on SpaceX’s Dragon since 2020. Back in 2020, Elon said he believed humans would reach Mars by 2026. That clearly didn’t happen. Now, he’s aiming closer. Same goal, different path. Moon first. Mars can wait. Join a premium crypto trading community free for 30 days - normally $100/mo.

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XRPL Powers $280M Diamond Tokenization as Ripple Expands Gulf Infrastructure

  vor 9 Monaten

Ripple-backed blockchain infrastructure is pushing commodities onchain in the Gulf, with over $280 million in certified diamonds tokenized in the UAE, highlighting how institutional-grade asset tokenization is rapidly moving from concept to execution. Ripple Technology Powers Diamond Tokenization at Institutional Scale Tokenization of high-value physical assets is accelerating in the Gulf, with Ripple technology underpinning

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Strive Asset Management: SATA, Bitcoin Treasury Preferred Shares, Speculative 14% Yield

  vor 9 Monaten

Summary Strive Asset Management has transformed into a Bitcoin treasury company, with its financials now heavily dependent on spot Bitcoin prices. SATA preferred shares offer a 12% variable, cumulative dividend (currently yielding ~14%), but the coupon can be adjusted at Strive's discretion. ASST's average Bitcoin purchase price is $105,569, leaving the company underwater and exposed to further unrealized losses if Bitcoin declines. SATA is highly speculative, with a 1-year dividend reserve, and is only attractive if Bitcoin finds a durable bottom. Thesis Bitcoin was in the news in the past week after a significant move lower: Data by YCharts Before the rebound on Friday, February 6, 2026, the coin was down roughly -20% in the past week alone. This move saw a pull of capital from all the crypto ecosystem, including miners, bitcoin treasury companies, and meme stocks. In today's article we are going to talk about the Series A Preferred Shares ( SATA ) from Strive Asset Management ( ASST ), a crypto treasury company. Who is Strive Asset Management? As per their website , Strive: Was founded in 2022 with a mission to maximize long-term value for shareholders through the unapologetic embrace of capitalism, meritocracy, and innovation. Following our merger in September 2025, we became the first publicly traded asset management Bitcoin Treasury Corporation — a company whose primary objectives are to (i) accumulate Bitcoin; (ii) increase Bitcoin per-share; and (iii) outperform Bitcoin over the long run by deploying both beta Bitcoin treasury accumulation strategies and alpha investment strategies with the goal of beating Bitcoin’s investment performance as the hurdle rate. Strive Asset Management, LLC, a direct, wholly owned subsidiary of Strive and an SEC-registered investment adviser, manages over $2 billion in assets under management (“AUM”) across 13 exchange-traded funds, collective investment trusts, and a direct indexing platform. So Strive is a blend of a traditional asset manager that has ETFs outstanding with a Bitcoin treasury company. Let us look at some financials as well: Balance Sheet (SEC Filing) The company is fairly small, with only $0.8 billion in assets, which is mainly composed of $100 M of cash on the balance sheet and $672 M of bitcoin holdings. The name seems to be following in the footsteps of Strategy ( MSTR ), which has a very similar balance sheet in terms of proportions and intent. On the income statement side, we see the following: Income Statement (SEC Filing) The company made very little in terms of investment advisory fees (only $246k) and had employee compensation and benefits of $18 M. The company was therefore operationally negative even before accounting for the unrealized losses on bitcoin and other derivative losses. We can see that from the statement of cash flows as well: Cash Flow Statement (SEC Filing) Strive seems to be going through a transformation where it is betting on bitcoin, thus betting on unrealized gains via bitcoin appreciation, with a very small proportion of revenues from the asset management side. We are not sure if the timing is right for this. The company has issued significant common equity in 2025 to fund this transformation: Financing Cash Flows (SEC Filing) We can see that after September 12, 2025, the company issued a large swath of common stock and pre-funded warrants, raising over $700 M. Preferred Shares Issuance Just like the big brother MSTR, Strive decided to increase its bitcoin purchasing firepower by issuing preferred shares: 11.05.2025 DALLAS, TX—( GLOBE NEWSIRE )—November 5, 2025—Strive, Inc. (Nasdaq: ASST) (“Strive” or the “Company”) today announced the upsizing and pricing of its initial public offering (the “offering”) on November 5, 2025 of 2,000,000 shares of Strive’s Variable Rate Series A Perpetual Preferred Stock (the “SATA Stock”), an upsize of 750,000 shares over the amount previously announced, at a public offering price of $80 per share. The issuance and sale of the SATA Stock is scheduled to settle on November 10, 2025, subject to customary closing conditions. We will take a close look at the details for SATA shortly, but please note the preferred shares were issued at what is called an 'original issue discount (OID)' in order to make them more appealing to investors and bump up the yield for the securities. The company followed this original issuance with another one in 2026: Strive $208.8 million preferred stock follow-on offering and private exchanges, January 29, 2026 Davis Polk advised Strive, Inc. in connection with its upsized SEC-registered offering of 1,320,000 shares of variable-rate Series A perpetual preferred stock. Strive intends to maintain the trading price of the preferred stock within its stated long-term range of $95 and $105 per share, and to use the net proceeds from the offering to finance the redemption, repurchase, repayment, satisfaction and discharge or other payment of all or a portion of Semler Scientific, Inc.’s 4.250% convertible notes due 2030 and Semler Scientific, Inc.’s outstanding borrowings under its master loan agreement with Coinbase Credit Inc., purchase bitcoin and for general corporate purposes, including for working capital. The preferred stock is listed on the Nasdaq Global Market under the symbol “SATA.” The company is undergoing a capital structure realignment, where it is using preferred share issuance to retire convertible debt. Similarly to Strategy and their STRC preferred shares, Strive is declaring that it is aiming to keep SATA in a $95–$105 range. So far it has not been successful: SATA Price (Seeking Alpha) SATA was issued with an OID and has actually spent most of its brief life under $95/share. Let us look at some of the security characteristics : Liquidation preference: $100/share Dividend rate: 12% Type of rate: Variable ("The initial regular dividend rate will be 12.00% per annum. However, we will have the right, in our sole and absolute discretion, to adjust the regular dividend rate applicable to subsequent regular dividend periods in the manner described in this prospectus supplement.") Payment Date: Monthly on the 15th Dividend Reserve: " At the closing of this offering, we intend to establish a dividend reserve in an amount equal to the first 12 months of dividend payments (assuming dividend payments are made at a rate of 12.00% per annum) calculated as of the date of this offering (the “Dividend Reserve”) Optional Redemption: continuous after listing at the issuer's preference Cumulative dividend: yes Maturity date: perpetual SATA is therefore very reminiscent of STRC from Strategy, with the company having the ability to adjust the rate paid on the securities, although the dividend is cumulative. Given the market move lower for the bitcoin ecosystem, SATA is currently trading with a current yield of roughly 14%, with the next payment date on February 15, 2026 (although the record date has passed already). Strive is ultimately a play on Bitcoin now, so let us take a look at how the company has done and its average purchase price for Bitcoin. Performance and Purchase Price ASST has done very poorly in the past six months: Stock Price (YCharts) The company is down over -80% in the past six months and has been forced to do a reverse stock split in order to remain listed: Reverse split (Nasdaq) The company was forced to do a one-for-twenty reverse split in order to move its stock price above $1/share. In terms of bitcoin purchase prices, we will get more from the company on their next earnings date, but ASST basically switched to being a bitcoin treasury company at the top: BTC Purchases (Company website) The company has a dedicated website for its purchases and analytics, very similar to Strategy again. It seems that even the color scheme was copied, with orange playing a large role here. The declared average purchase price on the website is $105,569, so expect more unrealized losses in the next earnings statement: Holdings (website) Given the company structure, SATA is a take on bitcoin and on the company's solvency long-term. The securities are highly speculative and ultimately represent a play on the cryptocurrency. Conclusion SATA represents preferred shares from Strive, a bitcoin treasury company. Strive's finances are mainly driven by spot bitcoin prices, with the income from the asset management business being very small. The company has an average bitcoin purchase price of $105,569 and thus is currently underwater. SATA is currently yielding 14% but has a variable coupon that can be adjusted by Strive. There is a 1-year reserve balance to pay the 12% coupon on the shares, but a severe crypto winter with lower bitcoin prices can see that depleted. We consider SATA a highly speculative investment that is only interesting once Bitcoin bottoms.

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XRP Price Above $1.50 Could Flip Sentiment And Fuel Recovery

  vor 9 Monaten

XRP price started a recovery wave above $1.50 but failed near $1.9250. The price is now consolidating and might aim for a fresh move above $1.50. XRP price started a recovery wave above the $1.420 zone. The price is now trading above $1.40 and the 100-hourly Simple Moving Average. There is a bearish trend line forming with resistance at $1.4550 on the hourly chart of the XRP/USD pair (data source from Kraken). The pair could continue to move up if it settles above $1.50. XRP Price Faces Key Hurdle XRP price remained supported above $1.20 and started a recovery wave, like Bitcoin and Ethereum . The price was able to climb above $1.250 and $1.320 to enter a short-term positive zone. There was also a move above the 50% Fib retracement level of the downward move from the $1.6320 swing high to the $1.1356 low. The bulls even pushed the price above $1.45 but they struggled to keep the price above $1.50. Besides, there is a bearish trend line forming with resistance at $1.4550 on the hourly chart of the XRP/USD pair. The price is now trading above $1.40 and the 100-hourly Simple Moving Average. If there is a fresh upward move, the price might face resistance near the $1.4550 level. The first major resistance is near the $1.4660 level. A close above $1.4660 could send the price to $1.50. The next hurdle sits at $1.5150 or the 76.4% Fib retracement level of the downward move from the $1.6320 swing high to the $1.1356 low. A clear move above the $1.5150 resistance might send the price toward the $1.620 resistance. Any more gains might send the price toward the $1.650 resistance. Another Drop? If XRP fails to clear the $1.50 resistance zone, it could start a fresh decline. Initial support on the downside is near the $1.40 level. The next major support is near the $1.3850 level. If there is a downside break and a close below the $1.3850 level, the price might continue to decline toward $1.330. The next major support sits near the $1.320 zone, below which the price could continue lower toward $1.250. Technical Indicators Hourly MACD – The MACD for XRP/USD is now gaining pace in the bullish zone. Hourly RSI (Relative Strength Index) – The RSI for XRP/USD is now above the 50 level. Major Support Levels – $1.40 and $1.3850. Major Resistance Levels – $1.50 and $1.5150.

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Japanese Yen Surges as Intervention Warnings Follow Takaichi’s Decisive Election Victory

  vor 9 Monaten

BitcoinWorld Japanese Yen Surges as Intervention Warnings Follow Takaichi’s Decisive Election Victory Asian currency markets displayed cautious trading patterns on Monday, October 27, 2025, as the Japanese yen strengthened significantly following explicit intervention warnings from Japanese officials. This market movement occurred directly after Sanae Takaichi secured a decisive victory in Japan’s leadership election, creating immediate implications for regional foreign exchange dynamics and monetary policy coordination. Yen Intervention Warnings Reshape Asia FX Landscape Japanese financial authorities issued clear verbal interventions following Takaichi’s election confirmation. Consequently, the yen appreciated approximately 1.8% against the U.S. dollar during early Asian trading hours. Meanwhile, other Asian currencies exhibited muted movements. Specifically, the Chinese yuan remained within its managed trading band. Similarly, the South Korean won and Singapore dollar showed minimal fluctuations. Market analysts attribute this caution to several interconnected factors: Policy uncertainty surrounding Japan’s new leadership direction Regional currency stability concerns amid divergent economic recoveries Federal Reserve policy expectations influencing dollar strength regionally Export competitiveness considerations for neighboring economies Furthermore, trading volumes remained below average across most Asian currency pairs. This suggests institutional investors adopted wait-and-see approaches. Regional central banks reportedly monitored developments closely. They prepared potential response measures if volatility increased significantly. Takaichi’s Economic Policy Platform and Market Implications Sanae Takaichi secured victory with 58% of the ruling party vote on October 26, 2025. Her economic policy platform emphasizes several key priorities with direct currency market implications. Historically, Takaichi advocated for maintaining ultra-loose monetary policies. However, she also expressed concerns about excessive yen weakness. This apparent policy tension creates uncertainty about Japan’s future currency stance. Market participants identified several critical policy areas: Policy Area Takaichi’s Position Market Impact Monetary Policy Continued accommodative stance Potential yen weakness pressure Currency Intervention Willingness to act against volatility Reduced speculative trading Fiscal Policy Targeted stimulus measures Increased debt issuance concerns Trade Relations Export competitiveness focus Support for managed yen levels Additionally, Takaichi previously served as Minister for Economic and Fiscal Policy. This experience provides her with substantial policy implementation knowledge. Financial markets now await her cabinet appointments, particularly the finance minister selection. This appointment will signal Japan’s immediate currency policy direction. Expert Analysis: Intervention Credibility and Regional Coordination Currency strategists from major financial institutions provided immediate analysis following the developments. According to Naomi Tanaka, Chief Asia FX Strategist at Mitsubishi UFJ Financial Group, “The intervention warnings carry particular credibility given Takaichi’s known policy preferences. Markets recognize her willingness to utilize Japan’s substantial foreign exchange reserves.” Tanaka further noted that Japan holds approximately $1.3 trillion in foreign currency reserves. This provides substantial intervention capacity if required. Meanwhile, regional coordination mechanisms activated quietly. The Bank of Korea and Monetary Authority of Singapore reportedly conducted emergency consultations. They discussed potential spillover effects from yen volatility. Historically, sharp yen movements create competitive pressures for regional exporters. These pressures particularly affect automotive and electronics sectors. Consequently, Asian central banks maintain readiness to smooth excessive currency fluctuations. Historical Context: Japan’s Currency Intervention Framework Japan maintains a well-established framework for currency market interventions. The Ministry of Finance holds ultimate authority for intervention decisions. The Bank of Japan then executes these decisions in currency markets. Recent history shows several intervention episodes. In 2022, Japan intervened three times to support the yen. These interventions occurred when the dollar-yen rate approached 152. Currently, the rate trades around 148. This suggests intervention remains a credible near-term possibility. International agreements govern currency intervention practices. The G7 and G20 nations established guidelines regarding disorderly market conditions. Japan typically coordinates major interventions with international partners. However, unilateral actions remain possible during crisis situations. Market participants monitor several intervention indicators: Verbal warnings from finance ministry officials Rapid currency movements exceeding typical volatility ranges Speculative positioning data showing extreme positions Economic data releases that might justify policy responses Furthermore, intervention effectiveness depends on multiple factors. These include timing, magnitude, and accompanying policy signals. Most analysts believe interventions work best when reinforcing underlying policy directions. Regional Currency Dynamics and Economic Fundamentals Asian currencies exhibit diverse fundamental positions amid the yen developments. The Chinese yuan maintains stability through daily reference rate management. People’s Bank of China officials emphasized currency stability priorities recently. Meanwhile, South Korea faces different challenges. The won remains sensitive to semiconductor export cycles. Additionally, Singapore’s dollar reflects the city-state’s inflation-focused monetary policy. Economic recovery patterns vary significantly across the region. Southeast Asian economies generally show stronger growth momentum. Conversely, Northeast Asian economies experience more moderate expansions. These differentials create natural currency policy variations. Regional central banks balance several competing objectives: Controlling imported inflation through currency strength Supporting export sectors through competitive exchange rates Maintaining financial stability amid capital flow volatility Preserving foreign exchange reserves for crisis situations Consequently, most Asian central banks prefer gradual currency adjustments. They generally avoid sharp, disruptive movements. The yen’s recent strength therefore raises careful monitoring. It could alter regional competitive dynamics if sustained. Market Technicals and Trading Strategy Adjustments Technical analysts identified key levels following the yen’s movement. The dollar-yen pair broke below its 100-day moving average. This suggests potential further weakness toward 146.50 support. Options markets showed increased demand for yen calls. This indicates growing expectations for additional strength. Meanwhile, risk reversals shifted in favor of yen appreciation. Hedge funds and institutional investors adjusted positioning accordingly. Many reduced short yen positions accumulated earlier this year. Some established tactical long yen positions against regional currencies. However, position sizes remained moderate overall. This reflects ongoing uncertainty about intervention timing and magnitude. Trading desks reported increased client inquiries about yen exposure management. Corporations with Japanese operations reviewed hedging strategies. They considered potential impacts on supply chain costs and pricing. Global Macroeconomic Backdrop and Spillover Risks The yen developments occur within a complex global macroeconomic environment. Federal Reserve policy remains the dominant global currency driver. Markets currently price approximately two rate cuts for 2025. However, recent U.S. inflation data showed unexpected resilience. This creates potential dollar strength that could pressure Asian currencies. European Central Bank policy also influences global capital flows. The euro-yen cross rate attracts particular attention from carry trade participants. Commodity price movements create additional complexity. Oil prices remain elevated due to geopolitical tensions. This affects Asian import bills and trade balances. Meanwhile, industrial metal prices reflect Chinese demand patterns. These commodity linkages influence currency valuations through multiple channels. Analysts identified several potential spillover risks: Risk Category Transmission Channel Potential Impact Financial Contagion Carry trade unwinding Increased volatility across Asia Trade Competition Export price adjustments Sectoral redistribution Policy Divergence Central bank responses Interest rate differential changes Capital Flows Portfolio reallocation Equity and bond market movements International institutions monitor these developments closely. The International Monetary Fund recently emphasized orderly currency adjustment importance. It warned against competitive devaluation risks. Meanwhile, the Bank for International Settlements highlighted currency hedge ratio increases. This suggests corporate caution about potential volatility. Conclusion Asia FX markets entered a cautious phase following Sanae Takaichi’s election victory and subsequent yen intervention warnings. The Japanese yen strengthened significantly while regional currencies showed limited movements. This reflects market assessment of Japan’s renewed willingness to manage currency levels. Takaichi’s policy platform suggests continued accommodative monetary policy alongside currency stability concerns. Regional central banks maintain readiness to address potential spillover effects. Market participants now focus on several near-term developments. These include Japan’s cabinet appointments, upcoming economic data releases, and actual intervention decisions. The Asia FX landscape therefore remains sensitive to both policy signals and fundamental developments. Careful monitoring continues across trading desks and policy institutions alike. FAQs Q1: Why did the Japanese yen strengthen after Takaichi’s election? The yen strengthened due to explicit currency intervention warnings from Japanese officials following Takaichi’s victory. Markets interpreted these warnings as increased likelihood of actual intervention if yen weakness becomes excessive. Q2: How does Japan typically intervene in currency markets? Japan’s Ministry of Finance makes intervention decisions, which the Bank of Japan then executes by buying or selling yen in foreign exchange markets. Interventions often involve substantial amounts, sometimes exceeding $20 billion in a single day. Q3: What are the main factors causing Asia FX markets to remain muted? Asian currencies show limited movement due to cautious investor sentiment, regional policy coordination, export competitiveness concerns, and anticipation of further developments in Japan’s policy direction under new leadership. Q4: How might yen intervention affect other Asian economies? Sustained yen strength could affect regional export competitiveness, particularly in automotive and electronics sectors. It might also influence capital flows and carry trade dynamics across Asian financial markets. Q5: What indicators suggest actual currency intervention might occur? Markets watch for rapid yen movements exceeding typical volatility, extreme speculative positioning, continued verbal warnings from officials, and specific technical levels being breached, particularly around the 150 yen per dollar level. This post Japanese Yen Surges as Intervention Warnings Follow Takaichi’s Decisive Election Victory first appeared on BitcoinWorld .

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Quantum Computing Isn’t a Crisis as Bitcoin Holds Long-Term Security, Coinshares Says

  vor 9 Monaten

Bitcoin’s core security remains intact despite quantum computing advances, with risks limited to legacy coins, timelines stretching decades, and clear paths for non-disruptive upgrades that preserve market stability and decentralization. Coinshares Finds Quantum Computing a Future Design Issue, Not Bitcoin Crisis Long-term security considerations remain central to evaluations of Bitcoin’s durability as a monetary network.

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