#AISuperIPOSeason

#AISuperIPOSeason THE AI IPO ERA HAS OFFICIALLY BEGUN Something much bigger than crypto may be unfolding right now. A wave of AI giants is preparing to enter public markets, and the implications could reach far beyond Wall Street. OpenAI has reportedly filed a confidential S-1 draft with the SEC. SpaceX just delivered one of the most anticipated IPOs in modern history, attracting demand more than 2x larger than available shares. Meanwhile: - Cerebras exploded 68% on its debut and gained another 18%+ days later. - Perplexity continues targeting a 2028 IPO. - Anthropic and OpenAI are increasingly viewed as the next mega-listings. This isn't just a technology story anymore. It's becoming a liquidity story. Investors are chasing AI. Capital is concentrating into a handful of dominant names. Public markets are preparing for the largest wave of AI listings ever seen. And then there's Elon Musk. Through SpaceX's structure, Musk controls 1.3 billion super-voting shares. Future compensation packages could reach $1.1 trillion if ambitious valuation and Mars-colony milestones are achieved. Numbers that would have sounded absurd only a few years ago are now being discussed seriously. But not everyone is celebrating. Arthur Hayes warns that these mega-IPOs could become liquidity vacuums. Capital may be pulled out of risk assets to chase AI exposure. A speculative AI bubble could eventually burst and spill over into crypto markets. The irony is fascinating. The same AI revolution that helped fuel risk appetite across markets... May ultimately become the force that drains liquidity from everything else. The question is no longer whether AI will dominate markets. The question is: Will AI become the next great wealth creation cycle... Or the next great bubble? Because history has a habit of turning the most exciting narratives into the most crowded trades. And right now, AI is rapidly becoming the biggest narrative on Earth. $BTC $ETH $WLD

#SpaceXMuskControl SpaceX Goes Public. Shareholders Don't Go With It. SpaceX's IPO hit $150B+ in investor demand, priced at $135/share at a $1.77 trillion valuation. The business case is hard to argue with. The governance structure is harder to ignore. Musk holds Class B supervoting shares giving him 82.4% voting control post-IPO. Class B holders elect 51% of the board for as long as any Class B stock exists. SpaceX filed as a "controlled company," so the protections that apply to most large public companies simply don't apply here. Then there's the comp package. Musk can earn up to 1.3 billion additional Class B shares, potentially worth $1T+, by hitting 15 market cap milestones up to $7.5T, and establishing a million-person Mars colony. That's not a pay plan in any traditional sense. It's a civilisational mission with a stock component. NYC and NY State comptrollers, plus CalPERS, already sent a public letter flagging the concerns. Their point: retail investors are funding a mission they have almost no say over. My take: the demand is real, the moat is real, but this is a genuinely new category of public company. Worth understanding what you're actually buying into. What does "shareholder" actually mean in a company structured like this? Share your thoughts in the comments 👇 $SPCX $BTC $NVDA

#SpaceXMuskControl is putting corporate governance under the spotlight. SpaceX reportedly attracted $150B in IPO demand, double its fundraising target. At the center of the debate is Elon Musk’s control: 1.3B supervoting shares worth roughly $175B, with potential compensation exceeding $1T if ambitious milestones are achieved. Supporters argue concentrated control is exactly what enabled SpaceX to revolutionize spaceflight and pursue long-term goals like Mars colonization. Critics counter that ordinary shareholders would have limited influence, raising concerns about accountability and investor protections. The question isn’t whether SpaceX is innovative. It’s whether investors are willing to trade governance rights for exposure to one of the most ambitious growth stories ever created. Would you buy SpaceX shares under this structure? #SpaceXMuskControl $SPACE @OKX Orbit @OKX Orbit

🚨 The man who predicted the 2008 financial crisis just called out the SpaceX IPO and his AI short position is now over $1 billion. Michael Burry looked at SpaceX's S-1 filing and had a simple verdict. "Nothing in SpaceX's S-1 suggests it is worth $1 trillion, let alone $2 trillion. Any move up will be on hype." For context, SpaceX is listing at a $1.75 to $2 trillion valuation next week. Burry is saying publicly that the numbers in the filing do not support that price. The valuation is narrative, not fundamentals. And Burry has been putting serious money behind his AI skepticism since 2025. He currently holds a $912 million short on Palantir and a $187 million short on Nvidia. Combined that is over $1.1 billion betting against the AI trade. Burry was wrong on timing before. He called the market a sell in 2023 and it went up 130% before coming back down. He has been early on multiple calls. But in 2008, when everyone thought he was wrong, he was right. And the AI trade at current valuations has some uncomfortable parallels to the mortgage market he identified back then. Whether he is early again or right on time, the positioning is worth paying attention to. Not financial advice, just what the data is showing. #SpaceXIPOGoesRetail $SPCX

The minimum to join SpaceX's IPO just dropped from $500,000 to $2,000. Fidelity cut the barrier by 99.6%, opening the door for retail investors to one of the biggest IPOs in history. SpaceX is raising $75B at a $1.75T valuation, priced at $135/share, listing on Nasdaq as SPCX on June 12. What makes this unusual: · 30% of shares reserved for retail (typical IPOs allocate 5-10%) · Already 2x oversubscribed, so allocation is not guaranteed · S&P Dow Jones won't bend index rules for SpaceX, meaning no forced buying from passive funds on day one Heading into the listing, SpaceX just landed a $30B AI compute deal with Google. Starlink revenue grew 50% year-over-year. The company posted a $4.95B net loss last year, largely from AI-related spending, and trades at roughly 94x 2025 revenue at the IPO price. There's also Fidelity's flipper rule: sell within 15 days and you're locked out of future IPOs for 6 months. Second offense is a year. Third is permanent. The hype is real. So is the price tag. Would you put $2,000 into SpaceX at this price, or wait for a post-IPO pullback? #SpaceXIPOGoesRetail

🚀 SpaceX Targets $135 Per Share in Historic IPO Move According to reports, $SPACEX is preparing one of the largest IPOs in financial history, with plans to offer approximately 555.6 million shares at a target price of $135 per share. If completed at that valuation, the offering could raise nearly $75 billion, placing SpaceX’s valuation around $1.75 trillion and making it one of the most valuable companies on the planet. But the bigger story isn’t the IPO itself. It’s what the market is saying about the future. Investors are no longer valuing SpaceX as just a rocket company. They are pricing: 🛰️ Satellite internet through Starlink 🚀 Space transportation 🌎 Global communications infrastructure 🤖 AI-enabled aerospace systems 🌕 Future lunar and deep-space economies A $1.75 trillion valuation would place SpaceX alongside the world’s largest technology giants, including names like $NVDA , $MSFT , $AAPL and $AMZN. The most interesting signal? The market appears willing to assign a premium usually reserved for dominant AI companies to a business built around space infrastructure. That suggests investors increasingly view space as the next multi-trillion-dollar growth industry. 📊 Market Take: The Space Economy narrative is accelerating. Watch closely: $SPACEX , $ASTS , $LUNR , $RDW , $RKLB , $PLTR Because if SpaceX successfully prices at these levels, it could trigger a major revaluation across the entire space ecosystem. ⚠️ Personal analysis only. DYOR #SpaceXIPONextWeek

SpaceX recently completed another tender offer at $185/share — its sixth in three years — allowing employees and early investors to cash out while the company stays private. But each round dilutes existing shareholders, including those holding SpaceX for its bitcoin treasury thesis. BTC is at $70.6K right now. SpaceX holds ~8,285 BTC, but as share count grows, the BTC-per-share drops. It's a subtle risk most people aren't pricing in when they talk about corporate bitcoin adoption — the unit economics can erode even as the headline BTC number stays flat. Does SpaceX's private structure make its bitcoin hoard more or less compelling as an investment angle? Just sharing my thoughts. Not financial advice. DYOR. #SpaceXDilutionRisk #OKXOrbit

$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

🚨Hype Bubble Bursts! SPCX Crashes 92% in Blink, Investors Lose Half Their Capital 📉 Trigger: The token rallied hard on SpaceX’s $1.75T IPO hype, followed by platform rebase and rebrand overhaul. 💥 Market Outcome: Price nosedived from 2395 all the way down to ~196. All dip buyers from the past 24h are trapped at peak prices. 🔴 This is no regular market dip. Developers pumped prices with SpaceX-themed narratives to lure retail before popping the bubble for profit. The token previously surged relentlessly riding SpaceX IPO speculation. Countless traders chased quick riches without noticing hidden risks behind equity-pegged tokens. Projects can alter trading rules arbitrarily, wiping out investments overnight. Never go all-in on hyped copycat coins. $SPCX #SpaceX：全球第四大企业BTC持有者 #SpaceX拟于下周正式IPO，估值$1.75万亿 Disclaimer: Content is for market discussion only, not financial advice.