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BREAKING: Goldman sees xAI driving SpaceX growth story

Goldman Sachs' model behind SpaceX's proposed $1.78 trillion IPO valuation assumes xAI revenue will surge from $3.2 billion in 2025 to $322 billion by 2030, nearly a 100x increase.

The prospectus shows xAI reported a $6.4 billion loss in 2025. Goldman expects revenue to jump 388% year over year to $15.6 billion in 2026.

xAI revenue is projected to reach $34.5 billion in 2027 and continue growing rapidly through the decade.

Goldman also forecasts total SpaceX revenue rising from $18.7 billion in 2025 to $474 billion by 2030, with Starlink generating $144 billion and the rocket business contributing $8.3 billion by 2030.

🇺🇸🇮🇷⚡BREAKING: Trump Says US in Final Negotiations to End Iran War

Trump blasts House vote to limit presidential war powers, saying Democrats and four Republicans acted during his "final negotiations" to end the conflict with Iran.

#Iran #DonaldTrump

Kalshi prices a 50% chance of Bitcoin falling below $50,000 by year-end after it slid under $65,000.

Analysts flag $65,000 as critical support, warning of a structural drop to $55,000 on a weekly break.

Recovery hopes dim, with Kalshi and Polymarket pricing only a 30% chance of returning to six figures by 2026.

Peter Schiff renewed his $20,000 Bitcoin crash warning as the price dipped below $66,000, predicting an 84% drop from its October 2025 high near $126,000.

Bitcoin traded near $64,000 on Thursday after hitting a 24-hour low of $61,500, despite global stock indices reaching fresh records.

Conversely, Bernstein and Standard Chartered analysts project Bitcoin could reach $150,000 by year-end.

BREAKING: Goldman Sachs warns US diesel supplies could fall to just 20 days by August if Strait of Hormuz disruptions continue.

US diesel inventories are already at their lowest since 2003, while crude stocks have seen a record eight week decline. Analysts warn supply disruptions could last into 2027.

$USOon #WTI

🚨🇮🇷🇺🇸⚡BREAKING: Iran's Fars: A source says Iran-U.S. talks for an initial understanding are paused, contradicting Trump's claim of quick negotiations. Iran's last message to Washington concerned Lebanon.

#iran

Crypto funds bleed $1.67B in third week of outflows. Global investment products lost $4.21B over three weeks ending May 30.

US withdrawals totaled $1.63B, driven by spot Bitcoin ETFs. Only XRP saw inflows ($20.3M) as altcoin participation dropped.

🚨 BlackRock deposited ~$237M in BTC and ETH to Coinbase over the weekend for spot ETF redemptions.

This follows a volatile week for the IBIT fund, including a $1.3B off-exchange block trade and outflows on May 26-27.

Analysts state these deposits reflect standard redemption mechanics, not a strategic move to reduce crypto exposure.

Iran suspended U.S. talks citing Israeli strikes and ceasefire violations, warning on Hormuz and Mandeb routes.

U.S. Treasuries fell; WTI crude surged 5% to $91.75, then 6% to $92.61/bbl. Brent exceeded $96; Bitcoin dropped below $72,000.

DXY hit 99.23 after reports of cut U.S. communications. Spot gold fell 1.54% below $4,470/oz.

#iran #DonaldTrump

Institutions control 18.5% of Bitcoin (3.88 million BTC), led by ETFs and public companies.

BlackRock's IBIT holds 811,000 BTC; Strategy holds 844,000 BTC.

Despite $733 million in ETF outflows on 28 May, analysts report growing institutional demand. $BTC

Scaramucci backs BlackRock's $1.3B Bitcoin dark pool trade. He called the 26 May 29 million share deal the largest institutional Bitcoin ETF print on record, citing Bloomberg analyst Eric Balchunas and Galaxy Research.

He noted Bitcoin's 60-day volatility has dropped sharply, converging with gold ETF levels, potentially easing barriers to broader institutional allocation. $BTC #blackRock

Bitcoin supply held at a loss surged to 8.33M BTC as price dropped to ~$73,000, up from 7.75M in early May.

CryptoQuant reports whale accumulation stalled since February; crypto funds saw $1.47B outflows for the week ending May 24.

$BTC

CryptoQuant CEO Ki Young Ju says Bitcoin's bear market could last until early 2027. He stated Thursday that investor profitability typically declines for 18 months after major profit-taking events.

Bitcoin traded in the low $73,500s Friday, down roughly 40% from its October 2025 all-time high above $125,700.

Ju said a reversal requires rising unrealised profits and falling realised profits, conditions he says have not yet materialised.

#BitcoinSurpasses$74K $BTC

#iran U.S. and Iranian negotiators have reportedly agreed on a 60-day memorandum aimed at extending the ceasefire and restarting talks on Iran’s nuclear program. However, the agreement still needs final approval from President Trump.

The proposed deal would guarantee unrestricted shipping through the Strait of Hormuz, with no transit fees or harassment of commercial vessels passing through the key waterway.

Under the MoU, Iran would also be required to remove all sea mines from the Strait of Hormuz within 30 days as part of efforts to reduce military tensions in the region.

U.S. officials described the agreement as the biggest diplomatic breakthrough since the conflict began, though they said major negotiations are still needed to reach a final nuclear deal acceptable to Trump.

#DonaldTrump

BREAKING: U.S. forces launched fresh strikes in southern Iran tonight, targeting a military site near Bandar Abbas linked to threats against American troops and commercial ships in the Strait of Hormuz.

According to Reuters, the operation focused on an Iranian position believed to support attacks and drone activity in the region. U.S. forces also intercepted and shot down several drones launched from Iran.

A senior U.S. official told Axios that Iran earlier fired four one way attack drones toward an American commercial vessel operating near the Strait of Hormuz.

In response, U.S. forces destroyed the incoming drones and later carried out another strike on an Iranian drone launching unit in southern Iran.

#iran #DonaldTrump

$BTC
Bitcoin fell to $75,800 on Wednesday amid seven consecutive days of spot ETF outflows, including a $192 million drop in BlackRock's iShares Bitcoin Trust.

This reverses April's $2 billion net inflows, leaving cumulative 2026 inflows at $536 million.

Meanwhile, the S&P 500 and Nasdaq Composite remain near record highs, widening the divergence between equities and crypto.

Bitcoin spot volume crashes 81% to 2023 lows. Binance's monthly spot volume fell from $198.6B (Oct 2025) to $36.4B; Gate.io and Bybit dropped 79.6% and 66% (CryptoQuant/Darkfost).

Active addresses fell ~40% in two weeks, signaling weak retail participation amid US–Iran conflict and inflation fears.

Derivatives funding rates hit Dec 2025 highs, diverging from spot markets and leaving prices vulnerable to sharp swings.
$BTC

$BTC On May 25, an unidentified trader sent over 107 Bitcoin (approx. $8M) to a burn address in five transactions. This raised the address's total to 807 BTC (over $62M).

AMLBot links some wallets to Mt. Gox, though no confirmed estate connection exists. The motive remains unknown.

Swissblock flagged Bitcoin as a 'high-risk zone' Tuesday, with its Risk Index at 33/100, signaling "institutional distribution" as ETF outflows persist since May 7.

U.S. spot Bitcoin ETFs shed ~$1.55 billion over six consecutive days, reducing 2026 net inflows to $536 million per Glassnode.

U.S. strikes on southern Iran added geopolitical pressure, pushing Bitcoin below $76,000 on Coinbase within a four-month trading range.

$BTC 10x Research states Bitcoin is bearish, citing $76,088 as critical with prices hovering above. U.S. spot Bitcoin ETFs recorded six days of outflows totaling $1.26 billion through May 22, the longest streak since January per SoSoValue.

#MichaelSaylor noted selling some of Strategy's 843,738 BTC before year-end is "not unlikely."

$MSTR