Anthropic 再捐 2000 万美元，AI 政策游说资金翻倍
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SpaceX AI and Cursor plan to launch their first jointly developed AI model as early as Wednesday.
PANews reported on July 8th that, according to Reuters citing The Information, SpaceX AI and Cursor plan to launch their first jointly developed AI model as early as Wednesday. The report stated that the model was originally scheduled for release earlier this week but was delayed due to efficiency optimizations. The new model is expected to have rapid information processing capabilities and, in some aspects, compete with Anthropic's Opus 4.8 and OpenAI's GPT 5.5. In June, SpaceX announced its acquisition of Anysphere, the company behind the AI programming assistant Cursor, in a $60 billion all-stock transaction to strengthen its position in the AI tools market. SpaceX (formerly xAI) was acquired by SpaceX in February of this year, and SpaceX officially joined the Nasdaq 100 index this Tuesday.
SpaceX's marked address transferred a small amount of BTC for the first time in six months, suspected to be a test transfer.
According to BlockBeats, on July 8th, Arkham monitoring revealed that an address tagged as SpaceX transferred Bitcoin for the first time in six months. Data shows that SpaceX address 15atF initiated a test BTC transaction of approximately $88 to SpaceX address bc1q9, which appears to be a test transfer.
Data: SpaceX transfers Bitcoin again after 6 months, completing an $88 test transaction.
According to Mars Finance, Arkham monitoring shows that a wallet address tagged with SpaceX transferred Bitcoin for the first time in six months. This address sent a test transaction of approximately $88 worth of BTC to another SpaceX-tagged address.
SpaceX was officially included in the Nasdaq 100 index this week; historical warnings point to post-inclusion volatility. TeraWulf's Q1 HPC leasing revenue surpassed mining's high-margin annualized revenue of $630 million for the first time.
According to ChainCatcher and BBX data, the world's largest IPO completed its index inclusion milestone yesterday, marking a historic turning point in the valuation logic of mining companies' AI transformation. Key developments are as follows: SpaceX, Inc. (NASDAQ: $SPCX) was officially included in the Nasdaq 100 index this week, becoming the first company in history to have its largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The previous two largest additions to the index—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a period of decline after inclusion, rather than initiating a new round of growth." Analysts pointed out that passive funds tracking the Nasdaq 100 completed a "forced buy" at the time of inclusion, and without new fundamental catalysts, the stock price often corrects after the technical buying subsides. SpaceX currently faces specific risks including: a net loss of approximately $4.27 billion in Q1 2026 (primarily due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains its fair value estimate of $62 per share, implying a downside of approximately 70% from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, custodied in Coinbase Prime), Nasdaq 100 inclusion will trigger larger-scale SPCX holdings by passive funds, further narrowing the indirect exposure of traditional index investors to Bitcoin assets. According to the latest analysis, TeraWulf Inc. (NASDAQ: $WULF) reported $21 million in high-performance computing (HPC) leasing revenue in Q1 2026, accounting for approximately 62% of its total revenue of $34 million. This marks the first time TeraWulf has surpassed Bitcoin mining revenue—a historic reversal in revenue structure since its transformation into an AI/HPC infrastructure company. This represents a 117% increase compared to the $9.7 million in HPC revenue in Q4 2025. The company currently has AI/HPC leases totaling over 522 megawatts signed with Core42 and Fluidstack, with an expected annualized high-margin revenue of approximately $630 million. Its energy mix consists of nuclear power and hydropower, with an average electricity cost of approximately $0.035/kWh, among the lowest of its peers in the mining industry. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid connection capacity; analysts have significantly raised their target price range, with Keefe Bruyette & Woods from $23 to $37, and Clear...
SpaceX's IPO drives record-breaking tokenized stock trading, with on-chain transaction volume reaching $3.86 billion in June.
According to Odaily, driven by the buzz surrounding SpaceX's initial public offering (IPO), the tokenized stock market saw record trading activity in June, with on-chain transaction volume reaching $3.86 billion, a 145% increase from May. Of this, tokenized SpaceX stock accounted for $1.19 billion, representing approximately 31% of the total tokenized stock trading volume in June. Backpack Securities' SPCX token became the most actively traded SpaceX tokenized stock product, with a single-month on-chain transaction volume of $1.08 billion. Data shows that this round of growth was primarily driven by demand for SpaceX-related assets. SpaceX previously completed a record-breaking $75 billion IPO, valuing the company at approximately $1.8 trillion on a fully diluted basis. While traditionally popular assets such as Nvidia, Tesla, the S&P 500 ETF (SPY), and the Nasdaq 100 ETF (QQQ) remained actively traded, none reached the market enthusiasm of SpaceX's tokenized shares. Furthermore, the total market capitalization of tokenized shares rose to $1.53 billion in June, a 6.64% increase from the previous month, marking the 15th consecutive month of growth. (CoinDesk)
The Cyberspace Administration of China has launched the first phase of its "Clean Internet: Rectifying the Chaos in AI Applications" special campaign.
According to BlockBeats, on July 6th, the "Clean Up the Internet: Rectifying the Chaos in AI Applications" campaign, launched in April 2026, has focused on addressing various issues in AI applications, including failure to fulfill registration obligations for large-scale models, insufficient security and filtering capabilities of AI platforms, AI data poisoning, and inadequate implementation of labeling for generated and synthesized content. The Cyberspace Administration of China (CAC) has deployed local cyberspace administration departments to further advance the first phase of key rectification tasks and established a "Special Reporting Area for AI Application Chaos" to specifically accept public reports. With the joint efforts of all parties, the first phase has resulted in the handling of over 14,000 AI products, including illegal websites, applications, and intelligent agents; the removal of over 6 million pieces of illegal and irregular information; the handling of over 26,000 accounts; and the removal of over 1,300 illegal AI products and 9 illegal open-source datasets. Positive progress has been made in all aspects of the work.