Macro funds are treating semis, Bitcoin, and SpaceX as one risk basket. The AI selloff that erased $600B from SpaceX hit BTC toward $60K.
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WLD jumps 21% as OpenAI IPO nears and BTC slips below $74,000
BTC options worth $6.25B settle Friday at 8am UTC. CME launches 24/7 futures the same day. And WLD is up 21% while the rest of crypto bleeds.
NVIDIA is in almost everything: What to know before NVDA earnings
Wednesday’s earnings report is about more than NVIDIA’s performance as a company. It is a quarterly update on where AI infrastructure and the broader economy are heading.
SpaceX closed at $161. Crypto markets called it.
SPCX closed its first Nasdaq session at $160.95—up 19.3% from the $135 IPO price. The Hyperliquid perp and Polymarket called it. SPCX perps are live on MetaMask.