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.@Chamath is literally telling us likely what most VCs are thinking right now: SpaceX IPO and a potential Anthropic or OpenAI IPO is for early insiders to take chips off the table and dump on retail.

Ted Zhang

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169,035 次观看 • 2 个月前 •via X (Twitter)

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Pre-IPO perps on Coinbase open up access to get exposure to early price discovery on top companies. SpaceX was the first. Anthropic and OpenAI are up next.

Pre-IPO perps on Coinbase open up access to get exposure to early price discovery on top companies. SpaceX was the first. Anthropic and OpenAI are up next.

Coinbase 🛡️

123,805 次观看 • 12 天前

OpenAI and Anthropic are expected to IPO in 2026. OpenAI is targeting a $1T valuation. Anthropic at least $500B. Jensen Huang $NVDA says investing could be like buying $AMZN, $GOOGL, or $META in the early stages 👀 Too expensive — or generational opportunity?

OpenAI and Anthropic are expected to IPO in 2026. OpenAI is targeting a $1T valuation. Anthropic at least $500B. Jensen Huang $NVDA says investing could be like buying $AMZN, $GOOGL, or $META in the early stages 👀 Too expensive — or generational opportunity?

Daniel

214,145 次观看 • 4 个月前

🚨 SPACEX IS GETTING CRUSHED ON HYPERLIQUID BEFORE THE IPO EVEN HITS WALL STREET. $SPCX is down 31% from its perp listing high. From $230 to $159. This is the only place retail can trade SpaceX right now. Synthetic perps. No shares, no voting rights. Just a pure bet on the valuation. And the bet is cooling off hard ahead of the June 12 IPO. The market just told you what it thinks the IPO is worth.

🚨 SPACEX IS GETTING CRUSHED ON HYPERLIQUID BEFORE THE IPO EVEN HITS WALL STREET. $SPCX is down 31% from its perp listing high. From $230 to $159. This is the only place retail can trade SpaceX right now. Synthetic perps. No shares, no voting rights. Just a pure bet on the valuation. And the bet is cooling off hard ahead of the June 12 IPO. The market just told you what it thinks the IPO is worth.

CryptoGoos

1,213,303 次观看 • 20 天前

SpaceX is now live on Avantis with up to 10x leverage. Fresh off its IPO, SpaceX is now trading on Nasdaq at a ~$1.7T valuation, making it the biggest IPO in history. Avantis is the first and only place to trade $SPCX on Base.

SpaceX is now live on Avantis with up to 10x leverage. Fresh off its IPO, SpaceX is now trading on Nasdaq at a ~$1.7T valuation, making it the biggest IPO in history. Avantis is the first and only place to trade $SPCX on Base.

Avantis

28,749 次观看 • 16 天前

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

972,339 次观看 • 24 天前

Chamath's Most Contrarian Take for 2026: SpaceX will merge with Tesla, NOT IPO *Published January 9th as part of All-In's 2026 Predictions* Chamath Palihapitiya: “My contrarian belief is I don't think SpaceX will IPO.” “I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.” david friedberg: “Oh my God, I love that.” Chamath: “There will be no IPO of SpaceX.” “It specifically will be a reverse merger.”

Chamath's Most Contrarian Take for 2026: SpaceX will merge with Tesla, NOT IPO Published January 9th as part of All-In's 2026 Predictions Chamath Palihapitiya: “My contrarian belief is I don't think SpaceX will IPO.” “I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.” david friedberg: “Oh my God, I love that.” Chamath: “There will be no IPO of SpaceX.” “It specifically will be a reverse merger.”

The All-In Podcast

152,306 次观看 • 4 个月前

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

Wimar.X

825,395 次观看 • 25 天前

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

581,056 次观看 • 19 天前

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,299 次观看 • 24 天前

There's likely to be enough demand in the market for SpaceX, OpenAI and Anthropic all to have huge IPO debuts, Aoifinn Devitt of Moneta told Reuters, but that doesn't mean those valuations will be justified

There's likely to be enough demand in the market for SpaceX, OpenAI and Anthropic all to have huge IPO debuts, Aoifinn Devitt of Moneta told Reuters, but that doesn't mean those valuations will be justified

Reuters

29,652 次观看 • 19 天前

• SpaceX IPO Investor Presentation • Retail Investors Need To Act NOW (if they want an IPO allocation)

• SpaceX IPO Investor Presentation • Retail Investors Need To Act NOW (if they want an IPO allocation)

stevenmarkryan

16,775 次观看 • 24 天前

The SpaceX IPO Was A HUGE Win For Retail Investors

The SpaceX IPO Was A HUGE Win For Retail Investors

stevenmarkryan

12,047 次观看 • 16 天前

🚨 SPACEX IPO IS THE LIQUIDITY DRAIN. Everyone thinks $SPCX IPO is free money. People said the same about Meta in 2012. Meta IPO at $38. Dumped to $17.55 in 4 months. -54%. Retail bought the hype. Insiders got liquidity. Now the same setup loading. SpaceX IPO June 12 at $1.75T-$2T valuation. 555,555,555 shares at $135 = $75B raised on day one. That's 3x bigger than any IPO in history. Insiders own 95%. Public float: 5%. Insiders sitting on $1.6T of paper wealth, waiting for exit liquidity. Michael Burry already warned about this. Most people see the hype. I see the liquidity drain. If you missed my $16K bottom call and $126K top call, fine. The next call drops here this month. Follow me and turn notifications on.

🚨 SPACEX IPO IS THE LIQUIDITY DRAIN. Everyone thinks $SPCX IPO is free money. People said the same about Meta in 2012. Meta IPO at $38. Dumped to $17.55 in 4 months. -54%. Retail bought the hype. Insiders got liquidity. Now the same setup loading. SpaceX IPO June 12 at $1.75T-$2T valuation. 555,555,555 shares at $135 = $75B raised on day one. That's 3x bigger than any IPO in history. Insiders own 95%. Public float: 5%. Insiders sitting on $1.6T of paper wealth, waiting for exit liquidity. Michael Burry already warned about this. Most people see the hype. I see the liquidity drain. If you missed my $16K bottom call and $126K top call, fine. The next call drops here this month. Follow me and turn notifications on.

Nonzee

30,094 次观看 • 19 天前

BREAKING: SpaceX demand remains off the charts, with nearly $7 billion in new orders from Schwab clients alone in just three days following the IPO. "SpaceX IPO was a breakthrough event, for the retail investor who was allocated roughly 20% of the deal, which is triple a typical IPO. It's great to see retail having a meaningful seat at the table. Demand was off the charts, and that demand continues. We've seen in the three days following the IPO nearly $7 billion of additional orders come from our clients alone, so lots of interest." — Charles Schwab CEO

BREAKING: SpaceX demand remains off the charts, with nearly $7 billion in new orders from Schwab clients alone in just three days following the IPO. "SpaceX IPO was a breakthrough event, for the retail investor who was allocated roughly 20% of the deal, which is triple a typical IPO. It's great to see retail having a meaningful seat at the table. Demand was off the charts, and that demand continues. We've seen in the three days following the IPO nearly $7 billion of additional orders come from our clients alone, so lots of interest." — Charles Schwab CEO

DogeDesigner

116,624 次观看 • 10 天前

🚨 BREAKING MICHAEL BURRY JUST SAID WHAT EVERYONE ELSE IS MISSING ABOUT SPACEX IPO “Adjusted for inflation, the SpaceX, Anthropic and OpenAI IPOs will raise as much or more than the 300 internet and TMT IPOs did in 2000” THE BIG SHORT GUY SAYS IT'S WORSE THAN DOT-COM BUBBLE VERY DANGEROUS FOR MARKETS

🚨 BREAKING MICHAEL BURRY JUST SAID WHAT EVERYONE ELSE IS MISSING ABOUT SPACEX IPO “Adjusted for inflation, the SpaceX, Anthropic and OpenAI IPOs will raise as much or more than the 300 internet and TMT IPOs did in 2000” THE BIG SHORT GUY SAYS IT'S WORSE THAN DOT-COM BUBBLE VERY DANGEROUS FOR MARKETS

Leshka.eth ⛩

2,261,833 次观看 • 20 天前

SpaceX is eyeing a $1.75 trillion IPO. On today’s Big Take, Ed Ludlow and David Gura discuss the company’s timing, Elon Musk’s trillionaire trajectory and how retail investors can get involved

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Bloomberg

25,236 次观看 • 3 个月前

GOLDMAN’S IPO THINKING: In an exclusive, the bank’s president talks me through the psychology of a mega-listing. He doesn’t speak to SpaceX or OpenAI directly, though it’s widely known they have a key role (and for Anthropic as well, and many of the bank’s clients already have ample exposure to all three private firms). Here’s how he’s thinking about the fundraisers this year — including the elevated retail allocations. Full episode for The Bridge:

GOLDMAN’S IPO THINKING: In an exclusive, the bank’s president talks me through the psychology of a mega-listing. He doesn’t speak to SpaceX or OpenAI directly, though it’s widely known they have a key role (and for Anthropic as well, and many of the bank’s clients already have ample exposure to all three private firms). Here’s how he’s thinking about the fundraisers this year — including the elevated retail allocations. Full episode for The Bridge:

Sonali Basak

420,453 次观看 • 1 个月前

Should you buy the SpaceX IPO? Daniel Newman breaks down whether $135 is fair, what to do on day one, and what the valuation could look like five years out. 🚀 #spacex #space #IPO

Should you buy the SpaceX IPO? Daniel Newman breaks down whether $135 is fair, what to do on day one, and what the valuation could look like five years out. 🚀 #spacex #space #IPO

TheStreet

36,219 次观看 • 18 天前

"For us, the price is too high and the governance standards are too weak." AkademikerPension CIO Anders Shelde tells Oliver Crook there's a "certain fear of missing out" among retail investors around the SpaceX IPO

"For us, the price is too high and the governance standards are too weak." AkademikerPension CIO Anders Shelde tells Oliver Crook there's a "certain fear of missing out" among retail investors around the SpaceX IPO

Bloomberg

16,619 次观看 • 17 天前

🚨 WARNING: THIS IPO WILL CRACK THE S&P 500 Apple IPO: under $2B. SpaceX IPO: nearly $2T. And people still think this is normal. Retail is being pulled into one of the most expensive IPOs in market history. Right as insiders sit on MASSIVE private ownership and future sell pressure. Fidelity minimized the investment barrier for everyone. Billions of retail cash are rushing in. Meanwhile, the cash to buy this hype has to come from somewhere. That means people are selling other assets to chase it: Retail selling. Institutions selling. Liquidity draining. One IPO doesn’t create new demand ➜ It pulls money out of everything else. Over the next few days, I’ll break down my full strategy for how I’m planning to profit from it. Follow me and turn notifications on. You don’t want to miss this.

🚨 WARNING: THIS IPO WILL CRACK THE S&P 500 Apple IPO: under $2B. SpaceX IPO: nearly $2T. And people still think this is normal. Retail is being pulled into one of the most expensive IPOs in market history. Right as insiders sit on MASSIVE private ownership and future sell pressure. Fidelity minimized the investment barrier for everyone. Billions of retail cash are rushing in. Meanwhile, the cash to buy this hype has to come from somewhere. That means people are selling other assets to chase it: Retail selling. Institutions selling. Liquidity draining. One IPO doesn’t create new demand ➜ It pulls money out of everything else. Over the next few days, I’ll break down my full strategy for how I’m planning to profit from it. Follow me and turn notifications on. You don’t want to miss this.

Rekt Fencer

83,199 次观看 • 17 天前