GNS sets June 2 call to reveal AI Treasury stakes in SpaceX, OpenAI, Anthropic plus $100m AGI Infinity Fund rollout and Bitcoin treasury allocation.

Elon Musk controls substantial BTC if SpaceX and Tesla merge, with price at $75095.2 amid bearish signals.

GNS targets $100 million AGI Infinity Portfolio with pre-IPO stakes in SpaceX, OpenAI and Anthropic plus Bitcoin treasury expansion to $2 billion assets by FY2031.

SpaceX holds 18,712 BTC ($1.46B) as IPO prep advances, with BTC price at $77,364 amid neutral RSI and bullish MACD on 4h chart.

Binance opens SPACEX pre-IPO perps for retail traders, ending decades of institutional-only access to IPO pricing signals.

SpaceX reports 18,712 bitcoin worth more than $1.45 billion in SEC filing as BTC trades at $77188 amid neutral RSI and bullish MACD.

SpaceX IPO speculation triggers new wallet to open 1x long on 5,200 SPCX worth $1.05M per Lookonchain data.

Bitget exec details <strong>preSPAX</strong> surge to 1.52T valuation, real equity-backed RWA vs contracts in SpaceX Pre-IPO market.

OKX rolls out perpetual futures for OpenAI, SpaceX, and Anthropic, expanding pre-IPO trading on the crypto exchange amid rising AI industry impact and crypto market trends.

Anthropic secures full access to SpaceX's Colossus 1 data center, boosting Claude AI compute capacity and user limits amid AI industry impact.

Bitget boosts VIP perks with 950 $preSPAX airdrops worth $617,500, highlighting recent crypto exchange strategies to retain high-value traders.

According to CNBC, Elon Musk has announced a significant reorganization within xAI following the departure of several co-founders. The restructuring includes a strategic merger with SpaceX to integrate AI advancements into aerospace initiatives. This move could enhance xAI's operational focus while leveraging SpaceX's technological infrastructure, potentially impacting the competitive landscape of AI and aerospace industries.

According to @StockMKTNewz, SpaceX's Starlink has achieved a significant milestone, surpassing 10 million active users, up from 9 million in December 2025. This growth underscores the increasing global demand for satellite-based internet services, which could have far-reaching implications for the telecommunications industry and potential investor interest in related technologies.

According to @StockMKTNewz, Elon Musk has proposed an ambitious plan to establish an AI satellite factory on the moon through collaboration between xAI and SpaceX. The project involves constructing AI satellites and utilizing a massive lunar catapult to launch them into space. This endeavor highlights Musk's focus on integrating AI with space technology, potentially revolutionizing satellite deployment and AI applications in space exploration.

According to @StockMKTNewz, a 2x single stock ETF has been filed for SpaceX, indicating increasing interest in leveraging SpaceX's market performance. Such ETFs allow investors to magnify their exposure to the stock's movements, potentially attracting active traders seeking higher returns. This development reflects the growing appeal of SpaceX as a significant player in the private aerospace sector.

According to @thedaoofwei, SpaceX has acquired xAI to form a vertically integrated innovation engine spanning AI, rockets, space-based internet, direct-to-mobile communications and a real time information platform. The source cites Elon Musk outlining a plan to deploy up to a million satellites as orbital data centers powered by near-constant solar energy to overcome terrestrial power and cooling limits for AI compute. The source adds that Starship will begin delivering higher capacity V3 Starlink and next generation direct-to-mobile satellites, with an eventual target cadence of hourly launches carrying 200 tons per flight to support large-scale deployments. The source reports Musk's estimate that space-based compute could become the lowest cost option within two to three years, with stated math of 100 kW per ton enabling roughly 100 gigawatts of AI compute capacity added annually at a one million ton per year launch rate, and a longer-term path to terawatt-scale. The source notes plans for established space sustainability practices plus a roadmap to lunar manufacturing and electromagnetic mass drivers that could scale hundreds to thousands of terawatts per year for deep-space AI infrastructure. The source positions this strategy as enabling AI applications, global connectivity and multi-planetary operations under the combined SpaceX and xAI platform.

According to @garyblack00, a TSLA and SpaceX merger would require issuing roughly 35% new TSLA shares to absorb about $800B of SpaceX equity into a combined ~$2.3T company given TSLA at ~200x PE and SpaceX at ~400x, resulting in about $8B adjusted net income with TSLA at ~$6B and SpaceX at ~$2B. He adds that roughly 25% of combined profits would come from space travel and communications, which he believes many TSLA institutional holders would reject and sell into, absent large cost or revenue synergies for TSLA. He notes the industrial logic is weak because it mainly lets TSLA fund SpaceX’s negative cash flows, which he argues is not TSLA shareholders’ responsibility, and he points out TSLA has lagged the Nasdaq 100 over one year (+12% vs +20%) and five years (+48% vs +90%), reinforcing his view that added uncertainty could pressure the stock. Source: @garyblack00 on X.

According to @garyblack00, a TSLA and SpaceX merger makes little sense for Tesla shareholders without major cost or revenue synergies due to heavy dilution and valuation differences (source: @garyblack00). He calculates that with Tesla at a $1.5T market cap on a 200x P/E and SpaceX at $800B on a 400x P/E, the combined value would be $2.3T, requiring Tesla to issue roughly 35% new shares and producing about $8B in adjusted net income ($6B Tesla, $2B SpaceX) (source: @garyblack00). He adds that many institutional holders could balk if around 25% of profits come from space travel and communications and might sell, while the industrial logic is weak and Tesla could end up funding SpaceX’s negative cash flows (source: @garyblack00). He also notes Tesla has underperformed the Nasdaq over one- and five-year periods, reinforcing his caution on such a deal (source: @garyblack00).

According to @StockMKTNewz, citing Reuters, SpaceX reportedly generated between $15 billion and $16 billion in revenue in 2025 with approximately $8 billion in EBITDA, and is seeking to raise $50 billion in a June IPO at a $1.5 trillion valuation (source: Reuters).

According to Eric Balchunas, RONB has taken in $32 million in new assets since adding a large SpaceX position on Friday, marking a 33% organic asset increase in two days (source: Eric Balchunas). According to Eric Balchunas, SpaceX’s portfolio weight in RONB diluted as expected, moving from 22% to 19% (source: Eric Balchunas). Based on the reported asset growth and weight change, traders can infer improved ETF liquidity and slightly lower single-name concentration risk for SpaceX exposure within RONB (source: Eric Balchunas).