Publicar

🌌 SpaceX IPO threatens to rewrite crypto liquidity rules SpaceX filed an S‑1 on June 3 seeking $75 bn for 555.5 m shares at $135, a valuation that would eclipse Aramco and make Musk a trillion‑dollar mogul. The prospect also puts its 18 712 BTC (≈$1.3 bn) on the open market, giving investors indirect crypto exposure for the first time. 🕸️ I see more downside than upside for BTC and ETH in the near term. A flood of newly‑minted shares could siphon capital from AI‑heavy tech and crypto, echoing the post‑Coinbase slump where Bitcoin shed half its value in weeks. Even if spot‑ETF demand stays strong, the sheer size of the offering creates a liquidity vacuum that could pressure prices. Meanwhile, SpaceX’s $5 bn loss on AI spend adds a valuation uncertainty that many analysts, including Morningstar, flag as a red line. ⚡ The decisive factor will be whether Bitcoin’s spot‑ETF pipeline can swallow the new supply without choking price action. ⚠️ Personal analysis only. Not financial advice. DYOR. #AnthropicIPOincoming #GrayscaleHYPEETF #OKXBeautifulGame