Brothers, the market is quite lively today.
NVIDIA just released its earnings report, SpaceX threw out a big number regarding its Bitcoin holdings in its IPO filing, and Binance quickly launched SpaceX's Pre-IPO perpetual contract.
These three events together connect AI, aerospace, Bitcoin, and crypto trading in a direct line. This is not just three independent major stories; what I see is an emerging "super capital main line"—the top narratives in the tech and crypto circles are generating strong resonance.
I've divided today's content into three parts to clarify what happened, what signals are hidden behind it, and how we ordinary people should view it.
Part One: NVIDIA's Earnings Report Exceeds Expectations, the AI Boom is Not Over Yet
NVIDIA released its financial results for the first quarter of fiscal year 2027 (Q1 FY2027), and the data once again left Wall Street stunned.
The main numbers are as follows:
- Revenue is approximately $81.6 billion, significantly more than what everyone had guessed.
- Earnings per share is $1.87, also exceeding expectations.
- The data center business (the part related to AI servers) contributed $75.2 billion, showing very strong growth, particularly with the successful shipment of the Blackwell new platform.
In simple terms, NVIDIA is now the "water, electricity, and coal" of AI computing power. Major companies worldwide are pouring money into building AI data centers, and it is responsible for selling the most core chips and systems.
What Signals Does This Release?
Because this is not the first or second time, NVIDIA has delivered strong results for several consecutive quarters, proving that the investment boom in AI is not short-term speculation, but rather solid long-term demand.
Jensen Huang also continued to emphasize in the conference call that AI is still in the early stages. What ordinary people can feel is that—there will be more and more AI applications in the future, from chatbots to autonomous driving, and medical imaging, all relying on powerful computing support.
Of course, the stock price is already high, and we must also pay attention to competition (AMD and other companies are catching up) and supply chain risks, but the overall trend remains strong.
Part Two: SpaceX IPO File Revealed, Holding 18,712 Bitcoins
On the same day, SpaceX officially disclosed the number of Bitcoins it holds for the first time in its IPO filing submitted to the SEC—18,712 Bitcoins.
Specifically:
- They spent a total of approximately $661 million to buy these coins, with an average purchase price of about $35,320 per coin.
- By the end of March, these coins were valued at $1.29 billion, and now with the increase in Bitcoin's price, the market value is approximately $1.45 billion.
- On paper, they have already made over $800 million in profit.
This number is much higher than previous on-chain analysts had guessed, instantly placing SpaceX in the 7th position globally for corporate Bitcoin holdings, even surpassing Tesla, another company of Musk's, which holds 11,509 Bitcoins.
How Should We View This Matter?
The most interesting part of this is that SpaceX is not simply speculating with Bitcoin, but treating it as a strategic reserve asset. It hedges against inflation and diversifies its assets while also showcasing Musk's consistent style—daring to make significant bets on emerging technologies.
The document also mentioned that SpaceX's revenue for the first quarter of this year was $4.69 billion, with Starlink users exceeding 10.3 million, and there is also a substantial computing power collaboration with AI companies.
For the upcoming IPO (expected in June, code still SPCX), this is a positive factor. The floating profit from Bitcoin directly increases the company's net assets and provides investors with additional speculative space. After going public, everyone will be able to see changes in its Bitcoin holdings each quarter, which increases transparency.
In summary: This is not just SpaceX's affair, but rather more and more tech giants are treating Bitcoin as "digital gold" to include in their balance sheets, which is a long-term benefit for Bitcoin.
Part Three: Binance Launches SPCXUSDT Pre-IPO Perpetual Contract, Providing Ordinary People with More Channels to Participate
On the same day that SpaceX's documents came out, Binance quickly followed up, launching the SPCXUSDT USDT-denominated Pre-IPO perpetual contract at 12:45 PM Beijing time, offering a maximum leverage of 5 times.
To explain briefly about the Pre-IPO contract: SpaceX has not officially gone public yet, and you can trade its "pre-price" through this contract, similar to betting on its performance after it goes public. Trading will be available within 24 hours after the launch, and on the day of the IPO, it will convert to an ordinary perpetual contract. If the IPO does not happen in the end, the contract may be delisted.
The significance of this product is that it lowers the threshold. Previously, Pre-IPO equity was mainly for institutions and major players, but now ordinary retail investors can also participate, trading 24 hours a day, and can test the waters with small amounts of capital (minimum nominal value of 5 USDT). It must be said that Binance is always the fastest in capturing market trends and retail investor needs.
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First, set up your account, whether you want to experience this Pre-IPO contract with a small amount of money or prepare for subsequent IPOs, it's never wrong to get ready in advance.
This action by Binance indicates that crypto platforms increasingly want to bring traditional financial Pre-IPO and stocks over, playing bigger. Other platforms have already launched similar products, and now with Binance's entry, the liquidity will be better and the attention will be higher.
Conclusion: Today's wave of trends is interesting to see together
NVIDIA proves that AI is still heavily investing, SpaceX shows that it has money and dares to play with Bitcoin, and Binance provides everyone with the tools to directly trade SpaceX's expectations. Four lines—AI computing, aerospace technology, Bitcoin reserves, and crypto derivatives—mutually reinforce each other, forming a strong positive cycle.
For ordinary investors like us, opportunities are present, but the risks are also apparent. Pre-IPO contracts can be extremely volatile; do not heavily leverage; while Bitcoin looks promising in the long term, short-term high volatility and market corrections are common; even with NVIDIA’s great performance, the valuation is indeed not cheap.
My advice is: Look more, learn more, act less impulsively, strictly control your position, money does not come with the wind. We will keep an eye on SpaceX's official IPO and more Pre-IPO products to come.
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Risk warning: This content is only for market observation sharing and does not constitute investment advice. The crypto market is highly volatile; please participate within your own risk tolerance.
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