SpaceX: Start of the Next Megabubble or End of the Rally?
SpaceX’s $135 IPO reached $177 within 35 seconds, valuing the debut at $1.77 trillion and keeping attention on mega-trend pricing.Its low float, high FDV, and forced index inflows support the rally, while insider unlocks and OpenAI and Anthropic listings could create a liquidity test.
SpaceX’s $1.75T IPO, Strategy Sells Bitcoin & Crypto’s Hard Reset
Jason YanowitzSantiago Roel SantosRobRyan Zurrer
SpaceX’s expected June 12 IPO values 12 business lines at roughly $1.75T–$1.77T; Ryan Zurrer models $1.2T of 2035 revenue and a $185 price.Profitability since 2018 and nearly $50B in revenue, plus new contracts, challenge 100x-revenue critique.Elon’s 42% stake and roughly 30% locked for 366 days could delay price discovery until 2027, while antitrust pressure and Chinese competition remain risks.