investment

According to the Financial Times, the low-profile venture capital firm Vy Capital currently holds approximately $40 billion worth of SpaceX shares, with a stake of about 3.4%. According to Bloomberg data, the firm has become the fifth-largest shareholder of SpaceX, disclosing a holding size larger than that of Silicon Valley venture capital firms such as Sequoia Capital and Andreessen Horowitz. Vy Capital first invested in SpaceX in 2016 when the company's valuation was around $15 billion; after SpaceX went public this year with a valuation of about $1.75 trillion, the value of its holdings has significantly increased.Vy Capital is also the largest external investor in Elon Musk's tunnel company The Boring Company and brain-computer interface company Neuralink, and had committed $700 million for Musk's acquisition of Twitter in 2022. The firm's head, John Hering, has a close relationship with Musk, having invested over $100 million in SpaceX shortly after the Falcon 9 rocket launch failure in 2016; since 2019, he has also been involved in the early business development of Starlink, including hiring personnel and building financial models, and has held a SpaceX employee badge. Currently, Hering serves as a director of The Boring Company, and Vy Capital also participated in the company's recent $3 billion financing round.Vy Capital's assets under management have increased from $27 billion at the end of last year to $50 billion in June of this year. In a letter to investors, the firm stated that since its establishment in 2014, it has achieved a total internal rate of return of 41% and has distributed $4.6 billion to investors. Vy Capital expects that if investment judgments materialize, SpaceX's valuation will exceed $10 trillion in the next 5 to 7 years. The firm currently has only a few dozen employees, with a core investment team of four, and has stopped accepting external investors since last year.

Reuters reported that Anthropic plans to raise $100 billion to set an IPO record, with a valuation potentially reaching $2 trillion. Nvidia is considering participating in a $10 billion investment.

Liquid Capital founder Yi Lihua stated, "In the past two days, expectations of interest rate hikes have emerged, leading to a divergence in market trends. Since negative news has appeared, there are two possible scenarios: one is a real interest rate hike, which would lead to a short-term drop below 76,000, followed by a period of consolidation before rising again. The other is no interest rate hike, which would lead to continued upward movement. Regardless, it's best to trade spot without leverage."During an exchange at a business school in Shenzhen, Yi Lihua pointed out several opportunities in the next three years: one is mainstream BTC/ETH spot trading around four times, aiming for ten times with effort in swing trading. Another is trading infrastructure, which still presents hundredfold opportunities, as the core demand of blockchain is trading. The third is the IPOs defined by CZ, where stocks and IPOs are brought on-chain, resulting in truly high-quality assets that were once white paper tokens bidding farewell completely.

Cryptocurrency trader Bonk Guy stated that a few days ago he posted to explain his shift towards a positive outlook on the Solana ecosystem, as he observed relevant leaders making cultural changes that he believes are beneficial for the long-term development of the ecosystem. Therefore, he bought the first Solana ecosystem token in a long time, and his next significant bet is on EMBER and its ecosystem.

4D Labs announced that it has received investment from YZi Labs through the EASY Residency Season 2. The project aims to build a real-world embodied data layer for physical artificial intelligence, transforming real interactions into embodied data that can be used for training, supporting the expansion of artificial intelligence from language capabilities to action capabilities.

Arbitrum's investment strategy director Brendan Ma stated: Arbitrum's weekly revenue has risen to third globally, with treasury revenue exceeding 4.3 million dollars in the past 30 days, of which over 50% came from the previous week. Revenue in Q3 to date is approximately 140% higher than Q2, with sources including Arbitrum One transaction fees, Robinhood Chain AEP licensing fees, and treasury income.Arbitrum leads in the number of RWA deployments, exceeding 4,500, with AUM reaching 1 billion dollars. The 30-day transaction volume grew by 124% to 395 billion dollars, and tokenized stocks doubled to over 200 million dollars. Arbitrum One's cumulative transaction volume exceeded 2.8 billion transactions, with Chain GDP reaching 1.8 billion dollars, a year-on-year increase of 22%, and perpetual contract positions peaking at 1.8 billion dollars.In terms of the ecosystem, Carbon's cumulative transaction volume exceeded 100 million dollars, T3tris TVL reached 13.4 million dollars, and USD.AI TVL reached 500 million dollars. Venmo, Stripe, Shopify, and Cash App have supported USDC or PYUSD-related functionalities on Arbitrum.

According to BBX data, yesterday and in recent days, major global stock exchanges and cross-border payment giants disclosed the latest business developments in the tokenized stock ecosystem and stablecoin retail settlement, with the core dynamics as follows:Nasdaq Ventures plans to invest $100 million in Kraken's parent company, with stock tokens set to launch in 2027: Cryptocurrency exchange giant Kraken's parent company Payward announced an expansion of its strategic cooperation with Nasdaq. Nasdaq's strategic investment division, Nasdaq Ventures, has reached an agreement with Payward to inject $100 million into it. The two parties will jointly promote the operational system and commercial infrastructure of Nasdaq Equity Tokens (NETs), which are expected to officially hit the market in the second quarter of 2027, and deeply connect Payward's xStocks tokenized equity ecosystem through the established cooperation framework.MoneyGram launches stablecoin debit card, initially supporting USDC for Visa network spending: Global traditional cross-border remittance giant MoneyGram announced the launch of a payment card supported by stablecoins. This card allows users to make purchases directly within the global merchant network that accepts Visa, with the initial market set in Colombia, gradually expanding to other countries and regions over the following months. Users can register through the MoneyGram App and link the electronic card to their mobile wallet for online and offline spending, as well as transfer funds to themselves and redeem local fiat currency cash at global offline locations. Initially, the card will support USDC issued by Circle, with plans to further integrate MoneyGram's proprietary stablecoin MGUSD in the future.

NVIDIA CEO Jensen Huang responded to external doubts regarding its involvement in financing arrangements for data center and AI infrastructure projects at the Goldman Sachs conference. Huang stated that these investments are a "very smart strategy" aimed at promoting the market application of NVIDIA's technology architecture, rather than just a simple capital cycle.

According to Bloomberg, the prediction market platform Polymarket has appointed its first Chief Financial Officer (CFO) Warren Jenson, as the company seeks a new round of investment and attempts to regain growth momentum in competition with its main rival Kalshi.Jenson previously held senior financial positions at media research company Nielsen and marketing company LiveRamp, and officially joined Polymarket this week. Reports indicate that Polymarket has recently fallen behind Kalshi in market competition, and this CFO appointment is seen as an important move for the company to strengthen financial management and drive a new round of financing.

The South Korean government is about to announce a large energy investment project in the United States to support the construction of artificial intelligence in the U.S. The potential value of the agreement exceeds $100 billion and plans to fund the construction of up to eight nuclear power plants and a natural gas project by South Korea.Previously, Trump and Lee Jae-myung reached an agreement to reduce most tariffs from 25% to 15%.

Market news indicates that Alibaba (BABA.N) is reportedly leading an investment in the artificial intelligence startup UniPat, which is valued at 2.5 billion dollars.

According to "Du Jia," Alibaba Cloud is currently beta testing a new AI investment research tool called Qovest, positioned as an AI financial research assistant for professional individual investors. It is currently open for experience in batches to professional investors, with the first batch focusing on verifying A-share condition searches, Deep Research, and continuous tracking and research of asset accumulation.Qovest supports research on companies, industries, themes, and markets. After users pose questions, it can help find data, read financial reports and announcements, analyze research reports, generate reports, and consolidate research into the investment research space, continuously tracking subsequent changes in research subjects. The product standardizes common workflows for individual investors' fundamental research into modules, such as organizing the operational trends of a single company, horizontally comparing the business structures and financial differences of two targets, breaking down business models, and generating visual charts and research cards. The product is aimed at individual investors with independent research habits, but ordinary retail investors can also use it.

According to Lookonchain monitoring, Bonk Guy (@theunipcs)'s portfolio has shrunk by approximately 3.5 million dollars in the past 24 hours due to a market correction.

According to Bloomberg, Dell Technologies is seeking to raise approximately $4 billion through the issuance of investment-grade bonds for refinancing existing debt. Insiders say the final issuance size has not yet been determined and will be adjusted based on market demand.This bond issuance comes at a time when demand for AI-driven servers continues to grow, and Dell is benefiting from the surge in investment in AI infrastructure, boosting its performance.

According to Fortune, the San Francisco-based cryptocurrency crime tracking company TRM Labs completed a $70 million Series C funding round in September 2025, achieving a valuation of $1 billion. Just six months later, it received additional investment from existing investors, doubling its valuation to $2 billion.CEO Esteban Castano stated that the company's mission has expanded from blockchain forensics to a broader mapping of cybercrime, with AI becoming a second growth engine rather than a transformation, while the core cryptocurrency business remains strong. The company is set to launch a new investigation platform specifically targeting AI-driven deepfake scams, extortion related to pornography, and child sexual abuse crimes.Castano noted that the widespread adoption of cryptocurrency has made it possible to comprehensively map crime networks, and the company is expected to reach a $100 million annual recurring revenue milestone in the coming weeks. Currently, it has about 500 employees and has offices in London, Singapore, and Washington.

According to the French newspaper Le Monde, the United Arab Emirates will invest 1 billion dollars through its subsidiary Marlan Space, under the International Holding Company (IHC), in Loft Orbital, a space AI startup co-founded by France and the United States, to build an observation satellite constellation consisting of 50 satellites equipped with AI capabilities.Unlike traditional satellites that transmit data back to the ground for analysis, the company plans to use AI in space to process images, videos, and measurement data collected by the satellites directly, with AI entities identifying anomalies and issuing alerts within seconds.

a16z related project speedrun launches Alpha Fellowship, with the application deadline on October 11. This program is aimed at highly technical students, dropouts, and recent graduates, supporting builders in the earliest stages. The program takes place in San Francisco and is operated by the speedrun team in collaboration with EO Ventures.The founder track can receive up to $250,000 in investment, over $1 million in partner credits (AWS, GCP, Azure, OpenAI, Anthropic, Cursor, etc.), speedrun automatic final interview (up to $1 million investment), office hours, co-working space, and an 8-week in-person experience (from January 11 to March 5). The talent track offers a 4-week in-person experience (from February 8 to March 5), introducing portfolio companies, office hours, fireside chats, and co-working space.Speakers and mentors include a16z co-founder Marc Andreessen, Substack founder Chris Best, a16z general partner Andrew Chen, EO Ventures founding general partner Roland Fryer, among others. The investment terms are $150,000 for 5% SAFE plus a $100,000 follow-on investment within 18 months. This program is limited to software engineers, requiring authorization for full-time work in the U.S.; students may apply but must commit to full-time participation.

According to Arkham monitoring, trader David (@heylittlechef) accumulated $2,600 of PONS on the first day of its launch with a market value of $1.607 million, and two months later, PONS increased by approximately 500 times.He has cashed out $77,400 and still holds $1.08 million of PONS.