区块财经说

$SPCX 的多空比多军依旧是主体
Is the reason everyone is so bullish on this project?
No! Most people are trapped and have no choice but to go long.
Think about it from 225 to 105—after a drop that large, how could the trapped ones not be many?
In fact, the more you go long, the more you lose; stopping losses in time is too difficult.
Earnings are coming in a few days.
This report could be a nightmare for the long side.
It may use this earnings release to push the price below two digits!
So is that it? Not yet—there’s no bottom for the rocket.
You can’t take delivery/spot because when it was falling, it was already trapping you..
#spacex

$SPCX If it does not stabilize before August 5, then the waterfall of a sudden plunge is about to arrive
On August 6, the first batch of shares will be unlocked, accounting for 8% of the float
Now it’s 113-103-93 (very likely)
Why? Will it cause a Snowball effect response?
Many people want to cash out early—sell first—and then it drops
These recent up-and-down moves have been pulling back and forth; it can’t get above 120
But once 113 breaks below 110, all it takes is one signal (unlock)
So hail the air force—don’t have any fantasies about SPCX #spacex

$SOL Since it broke below 80,
it has一直 maintained between 73-79
The upward momentum is just too wrong—every time it rises a bit, it gets knocked back
Yesterday when Bitcoin surged to 65,000, SOL only rose a little
SOL’s current competitive landscape has too many rivals, and there are too few positive catalysts
If it holds steady above 75 in the short term, I’ll try to break through 77-79
But right now SOL’s K-line looks no different from stablecoins 🤣#sol

For users with ID $SPCX , I want to say a few words.
When SPCX fell from 225 to 180, some people said they hadn’t managed it well.
When SPCX fell from 180 to 160, others still said, “Just wait.”
When SPCX fell from 165 to 140, many people started shorting for quick trades.
When SPCX fell from 140 to 120, many people started going long.
Remember, friends—going from 225 to 108 took less than a month.
And those who bought at 120 to go long—how many days have they been stuck in a loss? Still not out of the woods yet!
SPCX is up today because the overall market is rising; it’s not like someone specifically wants to pump it.
When you think shorting is a wrong choice,
then you might as well look at what good news could help the long side break even and turn a profit.
The loudest voices calling for a rally right now may still not be back to even yet #spacex .

$GRVT Creator can be sold
About 0.35U each. Put it in the bag and be at peace #grvt

Today the U.S. Air Force placed a $$SPCX 16 billion order, primarily to provide the Pentagon with detection and tracking of targets in the air. In recent years, SPCX has received $7.0 billion in contracts from the Pentagon.

Since going public, SPCX has fallen 50% from its peak of 225 to 113 today. From the IPO price of 135 it has dropped to 103, a decline of more than 23.7%. However, its market capitalization still stands at $1.48 trillion.

Among the celebrities who bought SPCX, Cathie Wood has lost over $1 million and still keeps calling it bullish. Australia’s mining billionaire heiress bought $1 billion, and her losses are also over $10 million.

Can’t SPCX fall further? It’s hard to say. Rocket launches haven’t risen, and defense orders haven’t risen either, but even during a major selloff in U.S. stocks, it hasn’t fallen harder. Personally, I’m still bearish, into the double digits. #spacex

$SPCX The current situation is very awkward.
In theory, over the past few days the U.S. stock market has been very volatile.
SPCX breaking below 100 will likely happen quickly.
But instead it keeps getting pulled back and forth between 108 and 116!
Now SPCX has obtained a $1.6 billion contract with the U.S. Space Force.
This is a positive development. It was up $1 before the market opened, but momentum is weakening.
There are only a few days left until the first round of unlocks, and upward pressure is increasing.
It’s like a flood-control embankment—before the breach it was unusually quiet; after the breach it can’t be stopped—#spacex

Strange things happen for a reason—something’s up.
Today I looked at the content from $SPCX .
Turns out there are more than a dozen entries that are bearish.
And these bearish posts from just a few days ago were all bullish.
Yesterday, SPCX opened down to 108, then bounced back to 116.
If you got in at 118, then my advice is—when it reaches your level, just run.
Every time it rises is an opportunity for bottom-catchers to escape.
There aren’t any positive catalysts for the move—everything outside is short.
Even if it gets pumped,
can it help you break even at 125, 135, 145, 155, 165?
Hard… too hard. Choosing to go long on SPCX is a path that’s just too difficult.
It’s unlocks, it’s sell pressure, and then it keeps dropping.
I can’t see a future for SPCX.
I can’t make it through the twists and turns of holding SPCX… 😭#SpaceX

The project’s shamelessness is nothing but fraud against users
The $WLD 7-day decline has already reached 20–23%
And within these 7 days, the project team is both rolling it into an ETF and reducing selling pressure
But users no longer buy into these good-news claims
From 0.4 down to 0.29 took less than a day
WLD’s lowest price this year is: 0.23u—there isn’t much difference now
It has only been just over a month since the last pump to 0.71
What kind of market is it that can cut in half a token with a market cap of $1.1 billion?
The most criticized aspects of Worldcoin—what also destroys the project—are:
Lack of transparency, extremely concentrated holdings, chaotic internal management, and arbitrary selling
Now tell me: who else can still go toe-to-toe with this project?
Take a look at the $SPCX candlestick chart—maybe your mind will feel a bit more at ease, #Worldcoin

$SPCX This trend is no different from an altcoin.
At least altcoins will usually pump a bit to keep attracting people to jump in.
But SPCX has been pumped more than even altcoins—it’s basically just an empty coin with no difference.
It will 100% break below 100, and it will quickly drop into double digits.
Right now there’s nothing that can save SPCX. Good news doesn’t pump it; bad news triggers a crash.
In the past month it dropped by 1.5 trillion USD—what is it that’s supposed to go up on?
I’ve called to go short at least 10 times—short and short, living in the palace.
“125” called the short—no one listened. “115” called the short—no one listened. We’re almost at 105.
You can’t even lift 4% of the circulating supply. After the unlock, it won’t be able to pump either.
Everything is bad news + bad news. Why do you insist on going the opposite way? #spacex

If your principal is 300,000
and you bottom-fish $SPCX with 160 USD for 276 shares
1U means you're down 276U, and now it's 107—you're down almost 100,000
If you think SPCX will rebound, then you would buy the bottom at 155
It drops to 145, then 145 drops to 135, then 135 drops to 125—basically it keeps falling
And this downtrend hasn't stopped; it’s just been dropping
So opening a short position isn’t to harm you—it's to save you
SPCX is really the ultimate, unbeatable piece of trash—no upside at all #spacex

Let’s talk about a cold fact $SPCX : from 225 it dropped to 111 — a 51% fall.
Total market cap evaporated is already at: $1.5 trillion.
And that evaporated market cap equals Tesla’s total market cap ($1.2 trillion).
So in just over a month
SPCX lost the market cap of a newly founded 23-year-old new-energy vehicle company.
From its founding to building cars took 18 years, and Tesla produced over 9 million vehicles.
With achievements like this, it still isn’t enough to “fire the rocket”—it’s a loss that one month burned.
If Tesla and SPCX merge later, then things will get really wild.
Basically it’s one company frantically bleeding money while the other one #SpaceX

With the U.S. stock market opening yesterday, it triggered another round of a massive sell-off. South Korean stocks $SNDK plummeted 30%, $KORU fell 25%, and Nvidia dropped 10%

And $SPCX this time fell from 116 to 111. Compared with South Korean stocks, SPCX’s decline is relatively smaller, but yesterday it also dropped to 108—this isn’t just a bottom; it can keep falling.

Cryptocurrencies are also affected by this sell-off. Bitcoin and Ethereum, for example, have both tested down by 2–5%, and that’s not a good sign. In another two days, the downtrend will likely intensify.

At the start of this year, there have been more and more voices saying that buying U.S. stocks would be profitable. But we’re only 5 months past the start of the year, and it seems this momentum may be reversing—most of those who bought U.S. stocks are now trapped. #spacex

Look, everyone, look
Someone bought the dip at 115$SPCX
Thinking it would rebound a bit and make a little profit, now it's 110
If you bought a lot, you're basically stuck; it doesn't rise at all
Look at this red line coming down, there isn't even a little rebound
110-105-100-9? Seriously, even shitty coins don't fall like this
Let's see how many people are still bold enough to go long
You can't even buy spot; if you take a gamble, get ready to be trapped, sigh
Those who went long at 180估计已经想疯#spacex

How is it? Opening must drop Believe that $SPCX will be this way for life
Take advantage of the unlocking period arriving and continue to short

Tonight’s $SPCX opening trend is the real question—who’s scared?
It’s still the same pattern: a slow rise over the weekend.
Then at the open, there’s a brief push up, but afterward it keeps falling.
This trend isn’t happening just once or twice. Ever since it broke below 135, it’s been like this.
Last Friday’s closing price was: 115. Current pre-market price: 114.28.
Opening at 115 is no big issue—let’s see if it can hold steady from 115 to 120.
My personal hunch is that it will continue to dip. This week, spcx could come in below 100.
And what you need to do now is: hold your short position—don’t get off too easily.
You don’t want it to drop from 115 to 105 to 95—have you missed the chance to get in?
The unlock is coming soon, the earnings report is coming soon, and a major selloff is coming soon #SpaceX

The hottest topic today is undoubtedly the domestic listing today: CXMT, the leading homegrown DRAM memory supplier!

CXMT’s issue price is: 8.66 yuan; the opening price reached: 49.50 (up 471.59%). As of midday, the price is at: 54.65 (up more than 531%).

Its market value performance is astonishing. It opened at 3.31 trillion yuan, and within half a day reached about 3.66 trillion yuan. Its market cap surpassed major companies like Industrial and Commercial Bank of China, becoming the company with the highest total market capitalization on the A-share market.

In this offering, CXMT secured a pool of 7.7 million winning numbers. Each lot is 500 shares (about 4,330 yuan). Based on the opening price, the profit per winning lot is around 20,000 RMB. The total fundraising amount is: 579.19 billion yuan.

Is this the same as <$SPCX >? The post-IPO hype is extremely high, while SPCX, from its peak of 225, has been steadily declining all the way down to 110. Could it be that the high hype never escapes the fate of going under the offering price? #长鑫存储科创板IPO募资579亿元

Today, the world’s richest person Musk posted: “I am no longer a trillionaire.” This news is accurate, but based on Musk’s current net worth (70–800 billion USD), he is still the world’s richest person.

This time, the stock price of $SPCX has been cut in half, with the market value evaporating by more than a trillion, knocking Musk off the trillion-dollar throne. The main reason is SPCX.

And now, users who hold $SPCX say they’re worried. After falling from 225 to 110, next week it may test around 100. The downtrend all the way has left the long side (bulls) with a rough time.

For this group of bulls, the liquidation price is over $4 billion. Musk claims: “The chances of survival for long-term shorting SPCX in the future are very low, but right now the shorts have already made over $10 billion.”

The new rocket launch did not cause any pre-market volatility—this isn’t a good sign. With the unlock at the beginning of the month, panic continues to intensify. Is all of this only just starting? #Spacex

As of now, $SPCX has fallen to 112.2 before the trading session, while Friday’s closing price was 115.07. The closing price is about 3 dollars away from the pre-market price, and the bearish momentum is clear.

SPCX’s first major unlock time is: August 6. The first batch to be unlocked is approximately: 911.5 million shares, with publicly available IPO shares of: 550-640 million shares.

The 911.5 million unlocked shares account for 7% of the total, while the IPO shares are only 4-5%. This means the float will increase by over 10% at once. Even with the current 4-5% float, the price has already reached 112.2.

On August 4, the SPCX earnings report will be released. If the results exceed expectations, it could offset some of the time-related downward pressure. If U.S. stocks can keep rising, SPCX may not look too bad either. It doesn’t mean that if there is an unlock, it will definitely be sold.

However, most bears are looking for a short-term price target of 60-80 dollars for SPCX. Since it dropped from 225 to 115, the positions have already been cut in half—something even more hopeless than what people cut in the back-alley market #SpaceX