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BlockBeats News, June 15th, after SpaceX completed its IPO and rose by about 20% on the first day, the market began to discuss its long-term impact after entering the public market, focusing on three core issues. The first is whether the stock price can continue the first-day momentum. Although some investors believe that SpaceX has long-term holding value, its valuation has exceeded $2 trillion, and there is a staged unlocking mechanism, with short-term liquidity and selling pressure expectations becoming key variables. The second is the potential integration issue of Musk's corporate ecosystem. The market is concerned about whether SpaceX will form a closer capital or business linkage with assets such as Tesla, but analysts point out that large-scale asset integration may trigger regulatory scrutiny, and may also exacerbate investor concerns about the clarity of the business narrative. The third is the impact on the IPO pace of AI giants. With companies like OpenAI and Anthropic having filed for listing, SpaceX's market performance is seen as an important indicator, which may affect the pricing expectations and listing timing of subsequent AI companies. Analysis believes that SpaceX's successful listing has not only changed the investment structure of the "Musk concept asset" but may also have a spillover effect on the market sentiment and valuation system of a series of future large-scale tech IPOs.

(1) Statistics Canada announced on Monday that factory sales in April increased by 4.2% month-on-month, mainly driven by higher sales in petroleum, coal products and the food industry. Manufacturing sales excluding automobiles and parts rose by 4.7%. (2) Factory sales data for March were revised up from the initial value of 3.0% to 3.4%, and sales excluding automobiles and parts in March were revised up from 2.4% to 2.8%. (3) New orders in April increased by 2.1% month-on-month, showing a significant slowdown compared to the revised 5.1% in March. Unfilled orders grew by 1.3%, down from the previous value of 2.6%. (4) Inventories in April increased by 0.5% month-on-month, and the inventory-to-sales ratio dropped from 1.68 in March to 1.62, indicating improved inventory turnover efficiency.

Standard Chartered predicts that driven by RWA tokenization, the total value locked (TVL) in DeFi could reach $2.7 trillion by 2030, representing an increase of about 37 times from current levels. Geoff Kendrick, Head of Digital Assets Research at Standard Chartered, stated that the next structural growth opportunity for digital assets comes from DeFi protocols, and it is expected that by 2030, the proportion of tokenized assets entering the DeFi system will rise from the current approximately 3.5% to around 30%. Standard Chartered has previously predicted that by 2028, the scale of tokenized real-world assets excluding stablecoins will reach $2 trillion. Decentralized trading protocols such as Uniswap could become important trading hubs for tokenized assets.