Bitcoin price stabilizes at $93,895, model targets $119,693 and $152,128.

Nomura strategist Matsuzawa believes that the U.S. stock market's tech rally is more of a technical correction, and the market has not rebuilt confidence in AI investments. Expectations for a Fed rate hike have surged, with the implied probability of a December hike reaching 111%. If dovish officials fail to correct overly hawkish expectations, financing pressures for tech companies will re-emerge, making it difficult for stocks and bonds to rise simultaneously.

SpaceX has, for the first time, used the launch tower's mechanical arm to catch the Starship spacecraft mid-air, setting a precedent for orbital spacecraft recovery via tower mechanism in aerospace history. Bernstein analysts believe this is a key step supporting SpaceX's multitrillion-dollar valuation—full reusability will significantly reduce orbital costs, directly enhancing Starlink deployment efficiency and raising the commercial ceiling. Morgan Stanley warns that the market is underestimating the value of this mission, as it will significantly lower execution risks tied to commercial reuse and the expansion of AI-powered space computing capacity.