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ipo
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Space X Just Killed Crypto. Nobody Is Talking About It.
Space X listed on Nasdaq. The hype is unreal. Billions of dollars flooded in. And Bitcoin dropped below 60K.
Coincidence. I think not.
OpenAI is next. Anthropic is next. The pipeline of massive tech IPOs is going to keep sucking capital out of crypto for months.
Crypto has no narrative right now. No catalyst. No hype. Just bleeding. The only exciting thing happening is in traditional markets.
This is the reality check nobody wanted. Crypto is competing for attention and losing.
I am not saying it is over. I am saying we need a spark. Fast.
Is this the beginning of the end or just a temporary rotation.
#SpaceX #IPO #TechStocks #bitcoin $BTC #liquidity
Space X listed on Nasdaq. The hype is unreal. Billions of dollars flooded in. And Bitcoin dropped below 60K.
Coincidence. I think not.
OpenAI is next. Anthropic is next. The pipeline of massive tech IPOs is going to keep sucking capital out of crypto for months.
Crypto has no narrative right now. No catalyst. No hype. Just bleeding. The only exciting thing happening is in traditional markets.
This is the reality check nobody wanted. Crypto is competing for attention and losing.
I am not saying it is over. I am saying we need a spark. Fast.
Is this the beginning of the end or just a temporary rotation.
#SpaceX #IPO #TechStocks #bitcoin $BTC #liquidity
🤖🔥 OpenAI confidentially filed for IPO, now valued at $852B after a $122B funding round. This near-trillion-dollar valuation highlights massive investor confidence in AI's future. Keep an eye on tech sector shifts. 📈
#AI #IPO
Full story: https://cryptoversenews.eu/ai/openai-files-confidentially-for-ipo-valued-at-852-billion-af/
#AI #IPO
Full story: https://cryptoversenews.eu/ai/openai-files-confidentially-for-ipo-valued-at-852-billion-af/
SK 海力士要来美国了。
29B到33B 规模的 ADR，预计 8 月中旬登陆纳斯达克，代码 SKHY。今年迄今韩国本土股价翻 3 倍，过去 12 个月涨 800%。
这个时间点很微妙——MU 昨夜刚把"长约+高毛利+AI 刚需"故事讲透，SK Hynix 这时候过来，基本就是来摘桃子的。NVDA、AMD、GOOG 谁不需要 HBM？这票上来就坐稳 AI 卖水人 C 位。
但体量这么大，市场给不给溢价才是关键。MU 现在 1.28 万亿、PS 不到 5x，可比性太强了。如果 SKHY 定价 6-8x PS 还算合理；首日直接奔 10x+，那就是 2025 年那批 AI 独角兽 IPO 翻版，看谁接最后一棒。
H2 美股最大的几个 alpha 来源——存储芯片 + 韩国溢价 + ADR 流动性溢价。这条线我会一直盯着。
#SKHynix #IPO #HBM
29B到33B 规模的 ADR，预计 8 月中旬登陆纳斯达克，代码 SKHY。今年迄今韩国本土股价翻 3 倍，过去 12 个月涨 800%。
这个时间点很微妙——MU 昨夜刚把"长约+高毛利+AI 刚需"故事讲透，SK Hynix 这时候过来，基本就是来摘桃子的。NVDA、AMD、GOOG 谁不需要 HBM？这票上来就坐稳 AI 卖水人 C 位。
但体量这么大，市场给不给溢价才是关键。MU 现在 1.28 万亿、PS 不到 5x，可比性太强了。如果 SKHY 定价 6-8x PS 还算合理；首日直接奔 10x+，那就是 2025 年那批 AI 独角兽 IPO 翻版，看谁接最后一棒。
H2 美股最大的几个 alpha 来源——存储芯片 + 韩国溢价 + ADR 流动性溢价。这条线我会一直盯着。
#SKHynix #IPO #HBM
KIOXIA PREPARING FOR US ADR LISTING TO CAPTURE GLOBAL LIQUIDITY 📈
Kioxia is positioning for a significant market entry with plans to list American Depositary Receipts in the US by Q2 next year. This move aligns with broader sector consolidation and suggests a strategic shift to access deeper capital pools.
Institutional interest often precedes these structural shifts, and the timeline provides a clear window for market participants to monitor sector-wide sentiment. Watch for increased volume in related tech infrastructure as this development matures. How do you expect this listing to impact the broader semiconductor supply chain?
Not financial advice. Always manage your risk.
#KIOXIA #MarketNews #IPO #TechStocks
🎯
Kioxia is positioning for a significant market entry with plans to list American Depositary Receipts in the US by Q2 next year. This move aligns with broader sector consolidation and suggests a strategic shift to access deeper capital pools.
Institutional interest often precedes these structural shifts, and the timeline provides a clear window for market participants to monitor sector-wide sentiment. Watch for increased volume in related tech infrastructure as this development matures. How do you expect this listing to impact the broader semiconductor supply chain?
Not financial advice. Always manage your risk.
#KIOXIA #MarketNews #IPO #TechStocks
🎯
#Vimeo母公司拟16.2亿美元IPO
🚨买下 Vimeo 后，它又要冲 190 亿美元：这家意大利公司，正在把“旧互联网”当矿挖。
很多人看到“Vimeo 母公司拟募资 16.2 亿美元 IPO”，第一反应可能是：又一家科技公司上市。
但 Bending Spoons 不太一样。
它不靠造一个爆款产品起家，也不靠讲一个颠覆世界的 AI 故事。它干的事很朴素，也很狠：
专门盯上那些有品牌、有用户、有订阅收入，但增长慢下来、被市场低估的互联网老资产。
Vimeo、WeTransfer、Evernote、Meetup，再到 AOL、Eventbrite……别人眼里的“过气产品”，在它眼里却是一座座还没挖干净的现金流矿山。
收购之后怎么办？
不是讲情怀，而是重做效率、重做订阅、重做产品和成本结构。能留下来的用户继续付费，沉睡的流量重新变现，老品牌被装进同一台并购机器里继续转。
这才是 Bending Spoons 最吓人的地方。
它卖的不是某一个 App，卖的是一套飞轮：
订阅现金流 → 收购被低估资产 → 改造效率 → 现金流变厚 → 再去买下一家。
这次最高 16.2 亿美元 IPO，表面是在募资，实际上是在给这台收购机器加油。
市场若按约 190 亿美元给它定价，买的根本不是 Vimeo，也不是 WeTransfer。
买的是一个问题：
当 AI 让开发、运营和获客越来越便宜后，那些曾经被遗忘的互联网品牌，会不会重新变成高利润资产？
#SpaceX 卖的是火星和星链的想象力。
Bending Spoons 卖的是另一种更现实的故事：
互联网不会消失，用户也不会停止付订阅费。
真正值钱的，是谁能把旧世界的流量、品牌和现金流重新拧成一台机器。
这家公司不是下一个 OpenAI。
它更像互联网版“收购工厂”——专挑别人嫌旧的资产，然后把它们重新卖成未来。
#Vimeo #IPO
🚨买下 Vimeo 后，它又要冲 190 亿美元：这家意大利公司，正在把“旧互联网”当矿挖。
很多人看到“Vimeo 母公司拟募资 16.2 亿美元 IPO”，第一反应可能是：又一家科技公司上市。
但 Bending Spoons 不太一样。
它不靠造一个爆款产品起家，也不靠讲一个颠覆世界的 AI 故事。它干的事很朴素，也很狠：
专门盯上那些有品牌、有用户、有订阅收入，但增长慢下来、被市场低估的互联网老资产。
Vimeo、WeTransfer、Evernote、Meetup，再到 AOL、Eventbrite……别人眼里的“过气产品”，在它眼里却是一座座还没挖干净的现金流矿山。
收购之后怎么办？
不是讲情怀，而是重做效率、重做订阅、重做产品和成本结构。能留下来的用户继续付费，沉睡的流量重新变现，老品牌被装进同一台并购机器里继续转。
这才是 Bending Spoons 最吓人的地方。
它卖的不是某一个 App，卖的是一套飞轮：
订阅现金流 → 收购被低估资产 → 改造效率 → 现金流变厚 → 再去买下一家。
这次最高 16.2 亿美元 IPO，表面是在募资，实际上是在给这台收购机器加油。
市场若按约 190 亿美元给它定价，买的根本不是 Vimeo，也不是 WeTransfer。
买的是一个问题：
当 AI 让开发、运营和获客越来越便宜后，那些曾经被遗忘的互联网品牌，会不会重新变成高利润资产？
#SpaceX 卖的是火星和星链的想象力。
Bending Spoons 卖的是另一种更现实的故事：
互联网不会消失，用户也不会停止付订阅费。
真正值钱的，是谁能把旧世界的流量、品牌和现金流重新拧成一台机器。
这家公司不是下一个 OpenAI。
它更像互联网版“收购工厂”——专挑别人嫌旧的资产，然后把它们重新卖成未来。
#Vimeo #IPO
📈 Bending Spoons pode levantar $1.6B em #IPO
👀 Uma das empresas europeias mais agressivas em apps digitais e aquisições.
📊 O IPO mostra:
* Apetite por tech europeia
* Consolidação de apps globais
* Interesse renovado em software consumer
💡 Europa ainda consegue criar gigantes tech?
💬 Este IPO vai abrir uma nova vaga de tech europeia?
#Tech #BendingSpoons
👀 Uma das empresas europeias mais agressivas em apps digitais e aquisições.
📊 O IPO mostra:
* Apetite por tech europeia
* Consolidação de apps globais
* Interesse renovado em software consumer
💡 Europa ainda consegue criar gigantes tech?
💬 Este IPO vai abrir uma nova vaga de tech europeia?
#Tech #BendingSpoons
🚨 BREAKING: Bending Spoons wants $1.62B IPO 🚨
Wohi company jisne CapCut, Remini, 33M+ users kharid liye 💀
App business ka "King" banne ja raha hai 👑
$1.62B valuation = Tech IPO season wapis aa gaya 🔥
Crypto signal:
Tech IPOs garam = Risk appetite wapis
Risk appetite wapis = $BTC pump loading 🚀
Kya ye "2021 vibes" ki wapsi hai? 👀
Tum invest karte is IPO mein? 👇#BendingSpoonsSeeking162BIPO
#IPO #Tech
Wohi company jisne CapCut, Remini, 33M+ users kharid liye 💀
App business ka "King" banne ja raha hai 👑
$1.62B valuation = Tech IPO season wapis aa gaya 🔥
Crypto signal:
Tech IPOs garam = Risk appetite wapis
Risk appetite wapis = $BTC pump loading 🚀
Kya ye "2021 vibes" ki wapsi hai? 👀
Tum invest karte is IPO mein? 👇#BendingSpoonsSeeking162BIPO
#IPO #Tech
SpaceXLosesOver$600BInThreeDays
📉 SpaceX pierde $600.000 millones en 3 días: el fin de la euforia
$SPCXB cayó un 16% en un solo día hasta $154,60**, el nivel más bajo desde su debut. En tres días, la acción ha perdido un **23%** y ha borrado más de **$600.000 millones en valor de mercado. La euforia de la OPI se ha topado con la realidad.
🔍 ¿Qué pasó?
1. SpaceX anunció su primera emisión de bonos por $20.000 millones.** Esto fue una señal de alarma para los inversores: la empresa ya tenía **$100.800 millones en efectivo tras la OPI. Si ya tenía tanto efectivo, ¿por qué pedir más prestado? La respuesta: el desarrollo de Starship y la IA están quemando dinero más rápido de lo esperado.
2. SpaceX no es rentable. A pesar del crecimiento de ingresos, S&P Global proyecta flujo de caja libre negativo hasta 2029 por el gasto en Starship e IA. Cuando una empresa no es rentable y pide dinero prestado, los inversores se preguntan si el precio refleja los fundamentos.
3. Escasez artificial de acciones. El primer día, solo el 4,2% de las acciones totales estaban disponibles para trading. Esa escasez disparó el precio a $225. Ahora, la oferta está aumentando (insiders vendiendo) y la escasez que impulsó el rally se desvanece.
4. KeyBanc emitió el primer análisis "neutral" (Sector Weight), rompiendo el consenso de compra. El mensaje: SpaceX es líder, pero su potencial ya está descontado.
🧠 Conclusión
La caída no es el fin de SpaceX, sino el fin de la euforia irracional. La empresa sigue siendo valiosa, pero el mercado ahora evalúa sus fundamentos, no solo su potencial. Las OPI con escasez de acciones suelen tener correcciones violentas.
¿Crees que SpaceX encontrará soporte en $154 o la corrección continuará?
👇
#SpaceX #IPO #corrección #mercados
$TSLAB
📉 SpaceX pierde $600.000 millones en 3 días: el fin de la euforia
$SPCXB cayó un 16% en un solo día hasta $154,60**, el nivel más bajo desde su debut. En tres días, la acción ha perdido un **23%** y ha borrado más de **$600.000 millones en valor de mercado. La euforia de la OPI se ha topado con la realidad.
🔍 ¿Qué pasó?
1. SpaceX anunció su primera emisión de bonos por $20.000 millones.** Esto fue una señal de alarma para los inversores: la empresa ya tenía **$100.800 millones en efectivo tras la OPI. Si ya tenía tanto efectivo, ¿por qué pedir más prestado? La respuesta: el desarrollo de Starship y la IA están quemando dinero más rápido de lo esperado.
2. SpaceX no es rentable. A pesar del crecimiento de ingresos, S&P Global proyecta flujo de caja libre negativo hasta 2029 por el gasto en Starship e IA. Cuando una empresa no es rentable y pide dinero prestado, los inversores se preguntan si el precio refleja los fundamentos.
3. Escasez artificial de acciones. El primer día, solo el 4,2% de las acciones totales estaban disponibles para trading. Esa escasez disparó el precio a $225. Ahora, la oferta está aumentando (insiders vendiendo) y la escasez que impulsó el rally se desvanece.
4. KeyBanc emitió el primer análisis "neutral" (Sector Weight), rompiendo el consenso de compra. El mensaje: SpaceX es líder, pero su potencial ya está descontado.
🧠 Conclusión
La caída no es el fin de SpaceX, sino el fin de la euforia irracional. La empresa sigue siendo valiosa, pero el mercado ahora evalúa sus fundamentos, no solo su potencial. Las OPI con escasez de acciones suelen tener correcciones violentas.
¿Crees que SpaceX encontrará soporte en $154 o la corrección continuará?
👇
#SpaceX #IPO #corrección #mercados
$TSLAB
SpaceX IPO後暴跌16%，Ark Invest越跌越買
🚀 SpaceX（SPCX）IPO以來最大單日跌幅來了！
6月22日，SpaceX股價暴跌16.43%，收154.60美元。導火線是宣布首筆200億美元債券發行＋暴露291億美元長期債務。
有趣的是，Cathie Wood的Ark Invest反其道而行——IPO首日狂掃5.3億美元，這次回調又默默加碼3250萬。
從高點229美元跌下來，三日回撤31%，但Ark似乎在說：越跌越香？
💡 提醒：SPCX是美股，不是加密代幣。不過機構的「逢低買入」邏輯，放在加密市場也一樣適用。
$SPCX #SpaceX #ArkInvest #IPO
$SPCX
🚀 SpaceX（SPCX）IPO以來最大單日跌幅來了！
6月22日，SpaceX股價暴跌16.43%，收154.60美元。導火線是宣布首筆200億美元債券發行＋暴露291億美元長期債務。
有趣的是，Cathie Wood的Ark Invest反其道而行——IPO首日狂掃5.3億美元，這次回調又默默加碼3250萬。
從高點229美元跌下來，三日回撤31%，但Ark似乎在說：越跌越香？
💡 提醒：SPCX是美股，不是加密代幣。不過機構的「逢低買入」邏輯，放在加密市場也一樣適用。
$SPCX #SpaceX #ArkInvest #IPO
$SPCX
🚨 EUROPE'S TECH GIANT IS COMING TO WALL STREET 🚨
#BendingSpoons is preparing for a blockbuster Nasdaq debut, aiming to raise up to $1.62 BILLION in one of the biggest European IPOs of 2026. 📈$LAB
💰 IPO Snapshot:
▪️ Target Raise: $1.62B
▪️ Price Range: $26–$28/share
▪️ Expected Valuation: ~$19B
▪️ Shares Offered: 58M
▪️ Ticker: $BSP.
▪️ Expected Listing: July 2026
But here's what makes this company different...
🧠 Bending Spoons isn't a typical software company.
Their strategy resembles private equity for the digital age:
✅ Acquire established internet businesses
✅ Slash operational inefficiencies
✅ Rebuild products and technology
✅ Scale monetization aggressively
✅ Compound cash flow through acquisitions
Their portfolio already includes major brands like:
📌 Vimeo
📌 WeTransfer
📌 AOL
📌 Eventbrite
📌 Evernote
📌 Remini
📊 Growth Has Been Explosive:$SYN
• Revenue surged from $387M (2023) to $1.31B (2025)
• Q1 2026 Revenue reached $601M
• Net income swung to +$28M profit
• Massive turnaround from a $112M loss a year earlier
🏦 Backed by Wall Street heavyweights including Goldman Sachs, JPMorgan, and Allen & Co, this IPO is being watched as a key test for the reopening U.S. software IPO market.$CLO
👀 Investors aren't just betting on another tech company.
They're betting that Bending Spoons can keep acquiring, optimizing, and compounding digital assets at scale.
Will $BSP become Europe's next tech powerhouse, or is the valuation getting ahead of reality?
The market is about to decide. 🔥
#IPO #Nasdaq #TechStocks #StockMarket
#BendingSpoons is preparing for a blockbuster Nasdaq debut, aiming to raise up to $1.62 BILLION in one of the biggest European IPOs of 2026. 📈$LAB
💰 IPO Snapshot:
▪️ Target Raise: $1.62B
▪️ Price Range: $26–$28/share
▪️ Expected Valuation: ~$19B
▪️ Shares Offered: 58M
▪️ Ticker: $BSP.
▪️ Expected Listing: July 2026
But here's what makes this company different...
🧠 Bending Spoons isn't a typical software company.
Their strategy resembles private equity for the digital age:
✅ Acquire established internet businesses
✅ Slash operational inefficiencies
✅ Rebuild products and technology
✅ Scale monetization aggressively
✅ Compound cash flow through acquisitions
Their portfolio already includes major brands like:
📌 Vimeo
📌 WeTransfer
📌 AOL
📌 Eventbrite
📌 Evernote
📌 Remini
📊 Growth Has Been Explosive:$SYN
• Revenue surged from $387M (2023) to $1.31B (2025)
• Q1 2026 Revenue reached $601M
• Net income swung to +$28M profit
• Massive turnaround from a $112M loss a year earlier
🏦 Backed by Wall Street heavyweights including Goldman Sachs, JPMorgan, and Allen & Co, this IPO is being watched as a key test for the reopening U.S. software IPO market.$CLO
👀 Investors aren't just betting on another tech company.
They're betting that Bending Spoons can keep acquiring, optimizing, and compounding digital assets at scale.
Will $BSP become Europe's next tech powerhouse, or is the valuation getting ahead of reality?
The market is about to decide. 🔥
#IPO #Nasdaq #TechStocks #StockMarket
spacexpremarketfalls4.6% 🚨 Is $SPCX Losing Steam? Why SpaceX Stock Is Sliding! 📉
$SPCX has come under heavy selling pressure after its explosive IPO rally. Following an all-time high of $225.64, the stock has pulled back sharply as traders lock in profits and investors reassess its valuation.
Here’s what’s driving the sell-off:
🚨 1. $20B Debt Raise Sparks Concerns Just days after its blockbuster $85B IPO, SpaceX announced a massive $20B bond offering. Combined with a reported Q1 2026 net loss of $4.28B, investors are questioning the company's rising debt burden and cash burn.
🤖 2. Cursor Acquisition Raises Dilution Fears SpaceX's proposed $60B all-stock acquisition of AI coding platform Cursor could dilute existing shareholders by roughly 3.4%, creating fresh selling pressure.
📉 3. Valuation Concerns Hit Wall Street Several analysts believe the rally got ahead of fundamentals, warning that the stock is trading at an extremely rich valuation after its rapid post-IPO surge.
🔓 4. Insider Lock-Up Unlock Approaching Markets are watching the upcoming insider lock-up expiration closely. A large number of shares may become eligible for sale over the coming months, increasing the risk of additional supply.
💰 5. Profit-Taking After a Massive Rally Many early investors who entered near the IPO price are locking in gains after the stock surged more than 60%, adding to the recent downside momentum.
⚠️ Is this just a healthy pullback before the next leg higher, or could revisit its IPO zone?
👇 What's your target for $SPCX ? Bullish or bearish?
#SpaceX #SPCX #StockMarket #Investing #IPO
$SPCX
$SPCX has come under heavy selling pressure after its explosive IPO rally. Following an all-time high of $225.64, the stock has pulled back sharply as traders lock in profits and investors reassess its valuation.
Here’s what’s driving the sell-off:
🚨 1. $20B Debt Raise Sparks Concerns Just days after its blockbuster $85B IPO, SpaceX announced a massive $20B bond offering. Combined with a reported Q1 2026 net loss of $4.28B, investors are questioning the company's rising debt burden and cash burn.
🤖 2. Cursor Acquisition Raises Dilution Fears SpaceX's proposed $60B all-stock acquisition of AI coding platform Cursor could dilute existing shareholders by roughly 3.4%, creating fresh selling pressure.
📉 3. Valuation Concerns Hit Wall Street Several analysts believe the rally got ahead of fundamentals, warning that the stock is trading at an extremely rich valuation after its rapid post-IPO surge.
🔓 4. Insider Lock-Up Unlock Approaching Markets are watching the upcoming insider lock-up expiration closely. A large number of shares may become eligible for sale over the coming months, increasing the risk of additional supply.
💰 5. Profit-Taking After a Massive Rally Many early investors who entered near the IPO price are locking in gains after the stock surged more than 60%, adding to the recent downside momentum.
⚠️ Is this just a healthy pullback before the next leg higher, or could revisit its IPO zone?
👇 What's your target for $SPCX ? Bullish or bearish?
#SpaceX #SPCX #StockMarket #Investing #IPO
$SPCX
#BendingSpoonsSeeking$1.62BIPO
🚨 Major IPO Alert 🚨
Bending Spoons — the Italian tech powerhouse behind Vimeo, WeTransfer, AOL & Eventbrite — is seeking $1.62 BILLION in its US IPO at a valuation of up to $19 BILLION.
This is one of the biggest European tech listings in recent years. They specialize in acquiring established internet brands and turning them into high-performing assets.
Ticker expected: $BSP
European tech is having its moment. Buy low, optimize hard, scale globally.
Will this be a strong listing? Are you watching or planning to participate on day 1? 👀
Drop your thoughts below 👇
#BendingSpoons #IPO #BSP #TechStocks #Vimeo #WeTransfer
Shorter & punchier version (for higher engagement):
Bending Spoons IPO incoming 🔥
Seeking $1.62B at up to $19B valuation.
Owner of Vimeo, WeTransfer, AOL & more.
The “buy old apps, make them profitable again” play is listing in the US.
European tech cooking 👀
Who’s eyeing $BSP?
#BendingSpoons
$$BTC $ETH
🚨 Major IPO Alert 🚨
Bending Spoons — the Italian tech powerhouse behind Vimeo, WeTransfer, AOL & Eventbrite — is seeking $1.62 BILLION in its US IPO at a valuation of up to $19 BILLION.
This is one of the biggest European tech listings in recent years. They specialize in acquiring established internet brands and turning them into high-performing assets.
Ticker expected: $BSP
European tech is having its moment. Buy low, optimize hard, scale globally.
Will this be a strong listing? Are you watching or planning to participate on day 1? 👀
Drop your thoughts below 👇
#BendingSpoons #IPO #BSP #TechStocks #Vimeo #WeTransfer
Shorter & punchier version (for higher engagement):
Bending Spoons IPO incoming 🔥
Seeking $1.62B at up to $19B valuation.
Owner of Vimeo, WeTransfer, AOL & more.
The “buy old apps, make them profitable again” play is listing in the US.
European tech cooking 👀
Who’s eyeing $BSP?
#BendingSpoons
$$BTC $ETH
humkash:
Please Follow me. I followed you back
人类历史上最大规模IPO，募资857亿美元抹平沙特阿美纪录的SpaceX，上市仅五个交易日就给所有人上了一课——纳斯达克终于有了一只跑出山寨币K线的万亿股票。盘前再跌4.6%至176美元，距离上周221.79美元的峰值已回撤近两成。（目前$SPCX 价格166美元附近）三天暴涨50%、市值短暂超过亚马逊和微软杀进美股前五，然后用三天把这一切吐回去，4.2%的流通盘向上是火箭燃料，向下就是黑洞，链上玩家对这种结构再熟悉不过。
更值得玩味的是，这家刚刚拿到857亿美元的公司，转头就在筹备至少200亿美元的投资级债券发行。高盛测算，要把马斯克的轨道数据中心送上天并规模化运营，未来十年资本开支将超过1万亿美元——史上最大IPO融到的钱，连未来十年开销的零头都不到。达摩达兰算出的合理估值是1.22万亿美元，比当前市值低近三成；空头目标价115美元，已经跌破发行价。散户VWAP摸到盈亏平衡线，前几天的暴赚基本归零，这套剧本crypto圈见过太多次。稀缺溢价不会永远是溢价，叙事溢价也不会永远是叙事。
当传统市场开始用低流通盘叠加顶级叙事和全球散户FOMO来给万亿资产定价，链上和链下的边界，到底还在哪一边？
#SpaceX股价盘前跌4.6% #SPCX #马斯克 #IPO
更值得玩味的是，这家刚刚拿到857亿美元的公司，转头就在筹备至少200亿美元的投资级债券发行。高盛测算，要把马斯克的轨道数据中心送上天并规模化运营，未来十年资本开支将超过1万亿美元——史上最大IPO融到的钱，连未来十年开销的零头都不到。达摩达兰算出的合理估值是1.22万亿美元，比当前市值低近三成；空头目标价115美元，已经跌破发行价。散户VWAP摸到盈亏平衡线，前几天的暴赚基本归零，这套剧本crypto圈见过太多次。稀缺溢价不会永远是溢价，叙事溢价也不会永远是叙事。
当传统市场开始用低流通盘叠加顶级叙事和全球散户FOMO来给万亿资产定价，链上和链下的边界，到底还在哪一边？
#SpaceX股价盘前跌4.6% #SPCX #马斯克 #IPO
Bee Cossano vtPG:
好惨
#BendingSpoonsSeeking$1.62BIPO
🥄 Bending Spoons nộp hồ sơ IPO 1,62 tỷ USD tại Mỹ với giá 26-28/cổ phiếu, định giá tận 19 tỷ USD! "Vua gom xác" chuyên mua lại các app hấp hối như Evernote, Vimeo rồi hồi sinh bằng AI.
Hơn 90% code do AI viết, doanh thu nhân viên tăng vọt. Cơn sốt AI-Native này gọi tên ai tiếp theo đây? Trader Web3 nhìn mà thèm, dòng tiền lớn sắp kích hoạt sóng AI x DePIN cực mạnh rồi!
👉 Việc cần làm: Soi ngay danh mục các dự án AI/Web3 có mô hình tương tự để gom hàng trước cá mập!
⚠️ Đây không phải lời khuyên tài chính. Nhập mã VINHTOCDO để cùng ra khơi!
#BendingSpoons #IPO #VINHTOCDO
$TSLAB
$SPCXB
$NVDAB
🥄 Bending Spoons nộp hồ sơ IPO 1,62 tỷ USD tại Mỹ với giá 26-28/cổ phiếu, định giá tận 19 tỷ USD! "Vua gom xác" chuyên mua lại các app hấp hối như Evernote, Vimeo rồi hồi sinh bằng AI.
Hơn 90% code do AI viết, doanh thu nhân viên tăng vọt. Cơn sốt AI-Native này gọi tên ai tiếp theo đây? Trader Web3 nhìn mà thèm, dòng tiền lớn sắp kích hoạt sóng AI x DePIN cực mạnh rồi!
👉 Việc cần làm: Soi ngay danh mục các dự án AI/Web3 có mô hình tương tự để gom hàng trước cá mập!
⚠️ Đây không phải lời khuyên tài chính. Nhập mã VINHTOCDO để cùng ra khơi!
#BendingSpoons #IPO #VINHTOCDO
$TSLAB
$SPCXB
$NVDAB
humkash:
Please Follow me. I followed you back
Частичная правда
SpaceX (SPCX) futures have ignited the derivatives market with a powerful 14.81% surge following the company's historic IPO debut. The aerospace giant's listing has triggered heavy trading volumes as investors flock to gain exposure to the space economy and its expanding Starlink constellation.
The rally reflects growing demand for alternative exposure beyond traditional tech stocks, with speculative capital flowing into new derivatives instruments. As SpaceX trades around $180 after hitting a post-IPO peak of $225, market attention focuses on whether the stock can maintain momentum amid ambitious expansion plans.
Key levels: support at $152, resistance near $185. With the company reportedly planning a $20 billion bond sale to fund AI initiatives, the fundamental narrative remains compelling. How does this impact your view on institutional adoption? $BTC $ETH $SOL
#SpaceX #IPO #Derivatives #Crypto
The rally reflects growing demand for alternative exposure beyond traditional tech stocks, with speculative capital flowing into new derivatives instruments. As SpaceX trades around $180 after hitting a post-IPO peak of $225, market attention focuses on whether the stock can maintain momentum amid ambitious expansion plans.
Key levels: support at $152, resistance near $185. With the company reportedly planning a $20 billion bond sale to fund AI initiatives, the fundamental narrative remains compelling. How does this impact your view on institutional adoption? $BTC $ETH $SOL
#SpaceX #IPO #Derivatives #Crypto
Ripple’s IPO could reward XRP holders. What we actually know
Ripple IPO XRP holders are hoping for a reward after Brad Garlinghouse said maybe. Here is what he actually said and what it means.
#Feature #IPO #RippleNet #XRP
Ripple IPO XRP holders are hoping for a reward after Brad Garlinghouse said maybe. Here is what he actually said and what it means.
#Feature #IPO #RippleNet #XRP
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