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道伍

Open Trade
High-Frequency Trader
3 Years
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146 Followers
124 Liked
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Posts
Portfolio
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Everyone's taking a short on SPCX, estimating around 200, which puts the valuation at roughly 2.44 trillion. That should land it in the top five by market cap. I think a market cap ranking of 6-7 seems pretty reasonable.
Everyone's taking a short on SPCX, estimating around 200, which puts the valuation at roughly 2.44 trillion. That should land it in the top five by market cap. I think a market cap ranking of 6-7 seems pretty reasonable.
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Bearish
Continue to short SPCX at the 206 level, it's seriously overvalued. Fair market cap Around 106 corresponds to a market cap of 12.5 trillion. At 206, it corresponds to a market cap of 24.4 trillion. Global top 8 valuations: #NVDA 5.52 trillion #GOOGL 4.80 trillion #AAPL 4.40 trillion #MSFT 3.10 trillion #AMZN 2.8 million TSM 21 million AVGO 20 million META 16 trillion Where do you think SPCX stands? Can it break into the top few? Keep shorting. I think 160 is a solid level, right in front of META. Bearish.
Continue to short SPCX at the 206 level, it's seriously overvalued.
Fair market cap
Around 106 corresponds to a market cap of 12.5 trillion.
At 206, it corresponds to a market cap of 24.4 trillion.
Global top 8 valuations:
#NVDA 5.52 trillion
#GOOGL 4.80 trillion
#AAPL 4.40 trillion
#MSFT 3.10 trillion
#AMZN 2.8 million
TSM 21 million
AVGO 20 million
META 16 trillion
Where do you think SPCX stands? Can it break into the top few? Keep shorting.
I think 160 is a solid level, right in front of META. Bearish.
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SPCX Take profit at 160, seriously overvalued.
SPCX
Take profit at 160, seriously overvalued.
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The final issue price for SpaceX's IPO will be officially revealed on June 11, 2026 (pricing date), but the current market has provided a relatively clear reference range: Current fair value: about $105.32 per share SpaceX has completed a "1-for-5" stock split, reducing the fair market value in the private market from $526.59 to around $105.32, expected to be completed by May 22. The core purpose of the split is to reduce the nominal price per share, making it easier for retail investors to participate. Expected IPO issue price: about $160 per share Although the fair value after the split is around $105, the market expects the actual IPO issue price to be marked up by about 50% from this base, landing near $160 per share. Pricing logic: fundraising amount ÷ number of shares issued Key parameters Current status/expectation IPO fundraising amount $75 billion—$80 billion Valuation range $1.75 trillion—$2 trillion IPO issuance ratio about 3.75%—4.57% (i.e. fundraising of $75 billion / valuation of $2 trillion) Final pricing expected around $160 per share Issue price ≈ (valuation × issuance ratio) ÷ expected number of shares issued, with the number of shares to be further disclosed as the pricing date approaches. Currently, the so-called "$160" is a prediction from market analysts, not an official disclosure. The final IPO price will be determined during the roadshow (starting June 4, launching June 5) through negotiations between the underwriting syndicate and institutional investors, with an official release on June 11. It's recommended to closely monitor the official pricing announcement on June 11, at which point the share price and the number of shares available for subscription will be fully clarified. Current price 207. If not shorting now, when to short?
The final issue price for SpaceX's IPO will be officially revealed on June 11, 2026 (pricing date), but the current market has provided a relatively clear reference range:
Current fair value: about $105.32 per share
SpaceX has completed a "1-for-5" stock split, reducing the fair market value in the private market from $526.59 to around $105.32, expected to be completed by May 22. The core purpose of the split is to reduce the nominal price per share, making it easier for retail investors to participate.
Expected IPO issue price: about $160 per share
Although the fair value after the split is around $105, the market expects the actual IPO issue price to be marked up by about 50% from this base, landing near $160 per share.
Pricing logic: fundraising amount ÷ number of shares issued
Key parameters Current status/expectation
IPO fundraising amount $75 billion—$80 billion
Valuation range $1.75 trillion—$2 trillion
IPO issuance ratio about 3.75%—4.57% (i.e. fundraising of $75 billion / valuation of $2 trillion)
Final pricing expected around $160 per share
Issue price ≈ (valuation × issuance ratio) ÷ expected number of shares issued, with the number of shares to be further disclosed as the pricing date approaches.
Currently, the so-called "$160" is a prediction from market analysts, not an official disclosure. The final IPO price will be determined during the roadshow (starting June 4, launching June 5) through negotiations between the underwriting syndicate and institutional investors, with an official release on June 11.
It's recommended to closely monitor the official pricing announcement on June 11, at which point the share price and the number of shares available for subscription will be fully clarified.
Current price 207. If not shorting now, when to short?
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Everyone check out if my grid will get liquidated or yield profits. Those who guess right will enter a draw where I'll give away 888 USDT.
Everyone check out if my grid will get liquidated or yield profits. Those who guess right will enter a draw where I'll give away 888 USDT.
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Come on, let's get this bread!
Come on, let's get this bread!
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Hey fam, once you've stacked enough sats, what do you all do every day? 🤔
Hey fam, once you've stacked enough sats, what do you all do every day? 🤔
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Personal opinion purely for entertainment BNB target 720 620 position can go long.
Personal opinion purely for entertainment BNB target 720 620 position can go long.
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Binance ID can chat now. Got friends to trade with? Haha.
Binance ID can chat now. Got friends to trade with? Haha.
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In the cryptocurrency world, if you've made a hundred million, how do you spend it in China? Let me tell you. Buy computing power graphics cards in Europe, the USA, or Dubai. Taking the 5090 as an example, with 3800u you can buy 27,000 units. Then sell them in Hong Kong and let them settle with RMB or Hong Kong dollars. If you find that too slow, buy the H200 module for 320,000 USD, which can purchase 313 units, then ship to Hong Kong and sell for Hong Kong dollars. If the channel is good, send it directly to the mainland. Still too slow? Get a whole computing power machine for 500,000 USD, which is only 200 units, and send it directly to the mainland to ensure no black money. If you can't find a channel to buy, you can contact me. I collect computing power servers, graphics cards, memory, and SSDs globally.
In the cryptocurrency world, if you've made a hundred million, how do you spend it in China? Let me tell you. Buy computing power graphics cards in Europe, the USA, or Dubai. Taking the 5090 as an example, with 3800u you can buy 27,000 units. Then sell them in Hong Kong and let them settle with RMB or Hong Kong dollars. If you find that too slow, buy the H200 module for 320,000 USD, which can purchase 313 units, then ship to Hong Kong and sell for Hong Kong dollars. If the channel is good, send it directly to the mainland. Still too slow? Get a whole computing power machine for 500,000 USD, which is only 200 units, and send it directly to the mainland to ensure no black money. If you can't find a channel to buy, you can contact me. I collect computing power servers, graphics cards, memory, and SSDs globally.
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usdt cashing out I use usdt to buy 5090 or memory sticks and then sell them on Xianyu, will it be safer?
usdt cashing out I use usdt to buy 5090 or memory sticks and then sell them on Xianyu, will it be safer?
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La la la, I am a little newspaper vendor
La la la, I am a little newspaper vendor
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I want to ask, how do freelancers find a partner? Basically zero social interaction. Every day not moving at all.
I want to ask, how do freelancers find a partner? Basically zero social interaction. Every day not moving at all.
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Annual blockbuster, where did the money go?
Annual blockbuster, where did the money go?
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Come on, let's explode the warehouse
Come on, let's explode the warehouse
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Binance Super Rebates Are Here
Binance Super Rebates Are Here
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BNB builds a solid center in the range of 1220 ~ 1250, with both the capital and trading volume indicating that the main force is accumulating at high levels. • If the price breaks through 1 265 with volume and stabilizes above 1 270, it will trigger a new round of trend acceleration, targeting 1 300 ~ 1 330. • If it breaks below 1 235, then in the short term, it is expected to test the support at 1 210 before stabilizing again. Overall structure remains in a phase of oscillation and consolidation during a strong upward trend, suitable for short-term long positions, gradually accumulating on dips.
BNB builds a solid center in the range of 1220 ~ 1250, with both the capital and trading volume indicating that the main force is accumulating at high levels.
• If the price breaks through 1 265 with volume and stabilizes above 1 270, it will trigger a new round of trend acceleration, targeting 1 300 ~ 1 330.
• If it breaks below 1 235, then in the short term, it is expected to test the support at 1 210 before stabilizing again.

Overall structure remains in a phase of oscillation and consolidation during a strong upward trend, suitable for short-term long positions, gradually accumulating on dips.
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If there aren't enough points, just draw lots. It's not about speed. #alpha airdrop. Can we draw lots?
If there aren't enough points, just draw lots. It's not about speed. #alpha airdrop. Can we draw lots?
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