Bitcoin held above $64,600 on Thursday, up marginally on the day. Separately, attention is on Elon Musk-owned SpaceX, where approximately $101 billion of stock becomes tradable Thursday as the first lockup expires. The company holds 18,712 BTC, valued at about $1.1 billion at the end of June. The equity backdrop turned less helpful, with Korea's Kospi falling 4.4% as chipmakers like SK Hynix and Samsung retreated, weighing on the AI trade.