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Market news indicates that the merger between SpaceX and Tesla may be announced as early as December.

SpaceX announced two new projects representing over 74 billion dollars in U.S. planned investments.

SpaceX announced that its new project is expected to support over 500 long-term positions after it becomes operational.

SpaceX plans to build a $50 billion supercomputing campus in Arizona, which will create 6,500 jobs.

SpaceX has committed to invest $220 million in the expansion of Brownsville's water infrastructure.

SpaceX plans to invest over 24 billion dollars in the Rio Grande Valley for the construction of new supercomputing infrastructure.

Documents from the U.S. Securities and Exchange Commission show that State Street Bank increased its holdings in SpaceX by 77.8%, raising its holdings of SpaceX Class A shares to 19.3 million shares.

The Solana block space market Gravity Block Exchange (GBX) has announced its launch on the Solana mainnet. GBX positions itself as an open and neutral block space market, where block builders compete for the ordering of each block through auctions, rather than having a single scheduler complete the ordering. Its goal is to create a unified ordering market that increases the value of validator block space through competition among builders, while providing users with a clear set of rules.The mainnet operation status announced by GBX includes: approximately 5% of the total staked validators have been connected, with rewards 20% to 30% higher than the cluster average. Currently, there are two independent block builders participating in each round of auctions, namely Bifrost from Astralane and Titan Builder from Gattaca. Public documents show that validators can connect through the Gravity Connector sidecar without the need for a custom validator fork, currently supporting Agave and Jito-Solana, while support for Firedancer is still in development; when external ordering paths are unavailable, validators can fall back to the native scheduler.

Elon Musk stated that SpaceX is expected to achieve actual usable computing power next year that is approximately equivalent to half of the global scale. He emphasized that "actual usable" is an important metric, and it is expected to take two months of continuous work to stabilize the large computing clusters, while other companies may need six months.

On November 10, German solar equipment manufacturer SINGULUS TECHNOLOGIES announced that it has signed a contract with SpaceX to provide a complete production line for heterojunction (HJT) solar cells. The first production line order amounts to over 60 million euros and is scheduled for delivery in the first half of 2027. The strategic cooperation between the two parties also plans to expand to multiple production lines, gradually supporting a scale of over 100GW of solar cell production equipment. The related production facilities will be used for SpaceX's satellite manufacturing project located in Bastrop, Texas, USA, to provide high-performance solar cells for its Starmind space AI satellite.Musk subsequently retweeted the SpaceX announcement and added that SpaceX has ordered HJT solar manufacturing equipment with an annual capacity of 100GW from German SINGULUS, stating that this is to enable Starmind to create a "sentient sun," a phrase that echoes its long-term vision of building a space AI computing infrastructure using solar satellites. SINGULUS also disclosed that since establishing strategic cooperation with SpaceX in March 2026, it has provided financial support in March and October, which includes a secured subordinated loan.

In October, the U.S. CPI exceeded expectations. After the data was released, BTC briefly fell to around $73,000, and the market began to bet on a 50 basis point rate hike in December. In response, Cloud, the chief analyst at Huobi HTX, believes that the probability of a 50 basis point hike is low, and a 25 basis point increase remains the baseline scenario. The current decline is more akin to a pricing correction.There are three reasons: The Federal Reserve values the continuity of data, and historically, there are very few cases where a single month's CPI jump has changed the pace of rate hikes; a single month of exceeding expectations is insufficient to overturn the gradual path; the current inflation stickiness mainly stems from the lagged transmission of tariffs and rents, which will naturally diminish, and marginal employment is also weakening. The committee has no reason to impose aggressive tightening at the peak of transmission; the credit spread has widened from 93 basis points to 348 basis points, financial conditions have effectively tightened, and adding another 50 basis points would actively create financial stability risks.In the crypto market, funding rates have turned negative, and the open interest in perpetual contracts has decreased by nearly 20% in a week. The fear and greed index has fallen into the deep fear zone, and the clearing of leverage has been relatively sufficient, limiting the space for further short-term declines. However, an oversold situation does not mean an immediate rebound; confirmation is needed for CPI to fall in the next two months. If inflation exceeds expectations for two consecutive months and a 50 basis point hike is realized, a trend decline will begin, but currently, this scenario seems unlikely.Note: The content of this article does not constitute investment advice, nor does it constitute any offer, solicitation, or recommendation of investment products.

SpaceX plans to launch the Falcon 9 rocket from Vandenberg Space Force Base Launch Complex 4E on November 13 and November 17, executing the United States Space Force missions USSF-317 and USSF-266.

SpaceX plans to launch the USSF-266 mission using the Falcon 9 rocket at the Vandenberg Space Force Base Space Launch Complex 4E in California on November 16 local time.

According to a report by Decrypt, the blockchain data project Space and Time, supported by Microsoft, announced the launch of the Space and Time Enterprise platform, which allows enterprises to use private data for AI tools without relinquishing the underlying records. The platform can prove that computations based on private data are correct, enabling AI applications, auditors, and other relevant parties to verify results without accessing the database itself.The first batch of partners includes on-chain asset management firm Maple Finance, Indonesian automotive manufacturer and distributor Indomobil, Oracle software consulting company Trenez, and The Data Foundation, a nonprofit organization focused on government data based in Washington, D.C.Nate Holiday, CEO of the original developer of Space and Time, MakeInfinite Labs, stated that enterprises want AI agents to utilize this information to execute workflows, but the agents do not need unrestricted access to the records behind every computation.He mentioned that granting unrestricted data access to AI tools would create new exposure channels. The company is collaborating with clients in construction, engineering, and manufacturing to enable agents, reporting tools, and compliance teams to work based on the same set of business records and verify the computations they rely on.The platform is based on Space and Time's patented technology, Proof of SQL, which is used to prove that database queries are computed correctly and is currently compatible with Google Cloud's BigQuery. Enterprises can run it on their own servers without needing to operate a blockchain, purchase dedicated hardware, or rely on external proof services.With GPU acceleration, supported queries on millions of rows of data can be completed in one second and generate proofs. This technology can only prove that computations are correctly executed on given records and cannot determine whether the records themselves are accurate. Space and Time completed a $20 million strategic financing round led by Microsoft's venture fund M12 in 2022, and Grayscale previously launched a trust product for the SXT token.

The Sun Wukong ecosystem will hold a deep roundtable discussion themed "From AI Valuation Reassessment to Crypto Market Correction: When Capital Begins to Recalculate Returns, What Will Drive the Next Round of Growth?" on November 10 at 8 PM at X Space.This event will focus on the macro trends of declining market enthusiasm and shifting capital attention, exploring whether the high valuations in the AI field can be supported by actual profits, as well as the true long-term value worth paying attention to after adjustments in the Crypto market. Invited industry KOLs will jointly analyze how, in a context where capital no longer simply pays for growth expectations, business models, practical applications, and sustainable returns become more important criteria for consideration, assessing the sources of the next round of growth dynamics in AI and Crypto.

The National Internet Information Office of China has launched the "Internet New Technology and New Application Information Service Filing System," which can integrate the filing of new technologies and applications such as generative artificial intelligence, algorithms, deep synthesis, and blockchain. The system officially went live on November 9, and the original "Internet Information Service Algorithm Filing System" and "Blockchain Information Service Filing Management System" have been simultaneously discontinued.

According to the official announcement from Binance, Co-CEO Richard Teng and He Yi will have a fireside chat with Chief Security Officer Jimmy Su at 20:00 Beijing time on November 9 in X Spaces, hosted by Jessica Walker.

SpaceX stated that, pending regulatory approval, it plans to launch Starship as early as November 13. The launch window will last for 75 minutes and will open at 4:45 PM Central Time.This flight plan will attempt for the first time to have both the Starship and the Super Heavy booster return to the launch site and be recovered through capture devices.

The SEC 13F filing shows that Alphabet increased its holdings in SpaceX by about 3.85 million shares in the third quarter, bringing its total holdings to 555 million shares, with a market value of approximately 83.7 billion dollars, accounting for nearly 95% of its reported positions.