Публикация

$SPCX is getting hit hard right now. Per Reuters, SpaceX is lining up a $75B raise by offloading 556M shares at $135. That puts them at a $1.75T valuation, but only ∼4% of the company will actually float after IPO - about 13.1B shares total. Tight supply. Meanwhile pre-IPO shares on @tradexyz are trading at $164, which prices SpaceX closer to $2.15T. That’s a 22% premium to the IPO price. On @ventuals, SPCX perps are pricing it around $1.94T. So you’ve got a ∼10% gap between the perp market and private market, with IPO just a week away and funding costs still chill. The arb setup looks obvious: long Ventuals perps, short tradeXYZ pre-IPO shares. You capture the spread if it converges. Obviously this only works if you’re okay with Ventuals counterparty risk. This is just info, not financial advice. You think that spread closes before IPO, or does pre-market euphoria keep it wide? #DailyOrbit #OKXOrbitTopics @OKX Orbit