SpaceX Moves BTC for First Time in 6 Months; Analysts Say It May Be a Test for Future Fund Transfers

Dan Bin, chairman of Oriental Harbour, published an article on Chinese investment platform Xueqiu today, taking a relatively optimistic stance on market concerns that the consecutive listings of Changxin Memory and SK Hynix would divert capital. Dan Bin pointed out that if the two memory firms reach market capitalizations of RMB 3 trillion, 5 trillion, or even 7 trillion after listing, the overall market cap space for hard tech sectors on the A-share and Hong Kong stock markets will be fully unlocked, a major positive in the long run. He noted that the A-share market has long been plagued by the "market cap ceiling curse", with baijiu giants serving as the market's market cap benchmarks, making it hard for other firms to surpass their scale. However, given China's current global industrial standing, the A-share market is fully capable of nurturing a hard tech giant with a total market cap exceeding $1 trillion. In contrast, the combined market cap of just two or three U.S. tech giants equals the total size of the entire A-share market, a pattern that does not align with China's current economic strength. He expressed great anticipation that hard tech enterprises in sectors like memory will achieve value breakthroughs, driving a reshaping of China's domestic capital market landscape.

According to its official blog, OpenClaw has announced the official launch of a 501(c)(3) non-profit foundation, co-unveiled by co-founders Peter Steinberger and Dave Morin. The foundation operates openly and independently, with a mission to bring the power of personal AI to everyone. Currently, OpenClaw adds 4.5 million new users weekly, making it the fastest-growing code repository in GitHub’s history. The foundation has built a full-time team, with core members including Chief Architect Vincent Koc and other engineering and operations personnel. In terms of partnerships: OpenAI provides inference support and serves as a major donor; NVIDIA has launched NemoClaw to enable local private deployments; Microsoft has released its enterprise-grade agent product Microsoft Scout based on OpenClaw technology; the University of Michigan is the largest donor and has established the Proxy Computing Research Institute. Additionally, over 30 organizations including Tencent, Atlassian, Vercel, and Cloudflare have joined the partnership network. On the ecosystem front, tools such as ClawHub, ClawSweeper, and Crabbox continue to be refined. ClawCon has held 34 events across 16 countries globally, drawing nearly 30,000 participants.

According to community user reports, the latest version of the Binance App has officially rolled out the "Price Up/Down Prediction" feature in its Futures segment, with the service powered by Predict.fun. To date, Predict.fun has covered three major traffic entry points in the Binance ecosystem: the Market Tab, Futures Tab, and Binance Web3 Wallet, further expanding the application of prediction markets in spot, futures, and on-chain user scenarios.

Data from prediction market platform Predict.fun shows that the 2026 United States-Canada-Mexico FIFA World Cup quarterfinal will feature a match between France and Morocco. As of press time, the market assigns France a roughly 77% chance of advancing, while Morocco’s probability stands at around 22%, with traders overall favoring France to reach the semifinals. Notably, France, led by Kylian Mbappé’s forward line, has maintained its strong attacking form in the tournament, while Morocco has continued to display tenacious defensive resilience, sustaining its competitiveness in World Cup knockout rounds in recent years. The two sides previously clashed in the 2022 Qatar World Cup semifinals, where France won 2-0 to advance to the final. Now meeting again, whether Morocco can exact revenge or France will continue its push for a title defense will be the biggest highlight of this match.

Cross-chain protocol Owlto announced it will fully support the construction of the Robinhood Chain ecosystem, offering cross-chain bridges, swaps, smart contract deployment, and infrastructure support for decentralized applications (dApps) including DeFi and Meme. Owlto noted the platform currently boasts over 3 million on-chain users, more than 100 ecosystem partners, and cumulative cross-chain transaction volume exceeding $13 billion. The team believes Robinhood Chain, backed by tokenized real-world assets (RWA), its Meme ecosystem, and 24/7 on-chain trading capabilities, has the potential to emerge as a key catalyst for the next crypto market growth cycle, and publicly extended a cooperation invitation to the Robinhood Chain team to jointly advance cross-chain interoperability, liquidity development, and ecosystem application growth.

Singaporean sovereign wealth fund Temasek Holdings has announced it currently has no plans for direct investments in crypto assets, with its future investment focus set on the artificial intelligence (AI) sector. Nagi Hamiyeh, Temasek’s global investment president, stated the firm manages approximately S$518 billion (around US$400 billion) in assets, and plans to raise the proportion of AI-related investments in its portfolio from 6% in the first quarter of 2026 to 15% by 2031. He noted that the AI investment cycle remains in its early stages, holding long-term growth potential over the coming decades, though valuations in some sub-segments have outpaced their underlying fundamentals. On crypto assets, Hamiyeh said Temasek currently holds no direct crypto investments, and any future moves in the space will hinge on developments in the global regulatory environment. He also emphasized that while Temasek will not invest in crypto assets, the firm continues to track the application potential of blockchain technology in the real economy, and believes the true value of AI lies in enterprise adoption and business ecosystem development, rather than relying solely on cutting-edge models.