Ionic Digital releases May operational report, producing 24.77 BTC

Goldman Sachs has released a report stating that the world is entering a capital expenditure super cycle driven by AI and geopolitics, and future investment returns will rely more on active stock selection rather than valuation expansion. Goldman Sachs expects Amazon Meta、 Google, Microsoft, and Oracle will have a total capital expenditure of approximately 75.5 billion US dollars in 2026, which is expected to rise to approximately 92 billion US dollars in 2027. Capital expenditure momentum is spreading from data centers to energy, industry, and infrastructure sectors. Goldman Sachs recommends four thematic investment baskets: artificial intelligence, defense spending, electricity and electrification, and HALO.

Sharon AI announced the issuance of convertible senior notes to raise $700 million to support its computing agreement with Nvidia.

At the opening of the US stock market, the Dow Jones Industrial Average rose 37 points, the Nasdaq rose 118 points, and the S&P 500 index rose 0.13%.

According to CoinDesk, SpaceX's latest market value has exceeded $2.5 trillion, with a range of $2.6 trillion, a cumulative increase of over 40% since its listing on June 12, approaching twice the market value of Bitcoin. SpaceX currently has a loss of approximately $494 million and revenue of approximately $18.67 billion, corresponding to a valuation of over 130 times revenue.

Bitwise CIO Matt Hougan said that for long-term investors, the bottom of Bitcoin is not important, the key is whether it will rise to $100000, $200000, and $1 million in the future. （Bitcoin Archive）