The Moon Asset That Could Make SpaceX Stock Pump 10x

Happy Saturday one and all!

Brian McGleenon, Global Head of News at BeInCrypto here.

While the broader markets are fixated on the immediate drama of tech stocks and the brutal post-IPO correction that saw SpaceX shares slide from their historic $225 peak back down toward their listing price, I want us to lift our eyes to the horizon. Don’t let the short-term noise fool you, because Elon Musk could be playing a multi-decadal geopolitical game where the ultimate prize isn’t even on this planet.

If you’re feeling burnt by SpaceX’s recent 30% dip, it’s worth considering Elon Musk’s long-term plan: turning his empire into the wealthiest force on Earth. And, this vision could rely heavily on one hyper-rare isotope scattered across the lunar surface: Helium-3.

To put its scarcity into perspective, Helium-3 trades for a staggering $15,000 to $19,000 per gram (roughly $15 million to $20 million per kilogram). When you compare that to a traditional safe haven, an ounce of this moon substance is worth over 200 times an ounce of gold, and compared to the standard industrial helium we use on Earth, it is worth over 100,000 times more.

If SpaceX successfully harvests the moon’s topsoil (which holds millions of tons of it deposited by solar winds), they will control the foundational resource for three world-changing industries: aneutronic nuclear fusion (unlocking infinite clean energy without radioactive waste), quantum computing processors (which require Helium-3 to achieve near absolute zero cooling), and homeland security radiation detection. Whoever controls the lunar regolith controls the future of global energy. That could be the ultimate long-term pump SPCX holders are waiting for.

You don’t actually have to go to the moon to find this stuff, but you do have to go to Cambridge.

Deep within the high-security labs of Cambridge University, specifically at the world-famous Cavendish Laboratory, researchers quietly maintain specialised equipment holding ultra-precious stashes of Helium-3. In fact, Cambridge is where Helium-3 was first discovered back in 1934. Today, scientists at Cavendish use it inside sealed “Spin-Echo” spectrometers for bleeding-edge quantum and surface physics research.

Because Earth’s natural supply is virtually non-existent, relying entirely on the radioactive decay of aging nuclear weapons material, these localised, highly protected stashes are treated like crown jewels. It is this type of deep-tech infrastructure that Musk is eyeing for SpaceX’s future commercial supply chains. Today’s space race isn’t just about exploration, it’s a commercial race to control a resource from the Moon that is far more valuable than gold or any other precious metal on Earth.

Moving from outer space to inner space, the concept of “AI Sovereignty” has completely shifted from abstract philosophy into hard government enforcement this week.

The Information broke a massive story on Friday, revealing that the U.S. government has officially requested OpenAI to stagger the release of its next flagship model, GPT-5.6. CEO Sam Altman informed staff that the government will be reviewing and approving access customer by customer during an initial preview period restricted to roughly 20 trusted partners.

The sudden intervention stems from deep anxieties that GPT-5.6’s raw capabilities could breach current institutional cybersecurity defenses or fall into adversarial hands.

The Weaponization of Tech Exports: Just recently, OpenAI’s chief rival, Anthropic, was hit with sudden Department of Commerce export controls, forcing them to temporarily suspend access to their newest frontier models over fears of financial system vulnerabilities and safety jailbreaks. Washington is no longer waiting for models to drop; the U.S. government is actively vetting frontier AI before the public ever sees it.

What this means for Nation-State Sovereignty: This aggressive bottlenecking by the U.S. has triggered an unprecedented, panic-driven global arms race. Countries across Europe, the Middle East, and Asia are waking up to a terrifying reality: if you rent your AI from Silicon Valley, Washington holds the on/off switch. To ensure cultural, economic, and defensive independence, nation-states are pouring billions into building localized data centers and training their own sovereign, un-censorable models.

Coming in July: We are taking you behind the closed doors of this geopolitical flashpoint. Keep your eyes peeled for our upcoming Future Tech Expert Council podcast next month. We are sitting down with top-level officials involved in nation-state AI sovereignty, to map out the battlefield of independent intelligence, and define exactly who will win, and who will follow.

Finally, if you listen to one thing this weekend, make it our latest Expert Council Podcast. I sat down with legendary economist Nouriel Roubini, Atlas Capital CEO Reza Bundy, and Securitize CEO Carlos Domingo for a masterclass on macroeconomic structural shifts.

Once one of crypto’s most vocal critics, Dr. Doom himself is making his first formal move into digital assets. His thesis? The Petrodollar is dead, and the era of the ‘Technodollar’ has arrived.

• The Inflation Illusion: Roubini argues that standard dollar-pegged stablecoins (like USDT or USDC) are flawed long-term hedges. They might solve payment efficiency, but they still expose users to the exact same fiat debasement and inflation risks as physical cash.

• Enter USAFi: To combat this, Atlas Capital launched USAFi, a tokenised reserve asset issued under Dubai’s VARA framework. It is a permissionless ERC-20 token directly collateralized by the Atlas America Fund, an SEC-registered, actively managed ETF listed on Nasdaq (ticker: USAF).

• The New Backing: Instead of oil, the next global reserve system will be tied to American productive tech assets: AI, defense technology, semiconductors, and climate-resilient real estate. The assets are securely custodied at BNY Mellon, with risk managed via machine learning.

“If the critique of cryptocurrency was the risk of debasement that comes from inflation, then something that is not interest-bearing, like a stablecoin... is subject to the same kind of debasement risk. The collateral itself must change.” — Nouriel Roubini told me.

By leveraging Securitize to bring this ETF-backed asset on-chain, the team is building an institutional-grade, inflation-resistant reserve asset designed specifically to serve as DeFi collateral.

You can read our full deep dive and listen to the exclusive episode on BeInCrypto now.

Until next week,

Brian McGleenon,

Global Head of News, BeInCrypto