中本葱
870 posts


感谢BiyaPay暖心赞助两套周边,拿来给粉丝送福利,和大家重新碰面🎁
✅关注 @BIYAPAYOFFICIAL + @SiYuanYuan_BTC
✅一键三连
⏰48小时准时开奖
#BiyaPay 持有美国合法牌照的DEX,支持主流代币兑换、本地及跨境转账提现、美股交易等服务。

中文

@barmix_tony @KobeissiLetter SATS has little to do with SPCX, they are in different segment. Blue Origin is the closest one but they won't be a serious competitor anytime soon.
English

Many are asking why is SpaceX, $SPCX, NOT trading yet?
Here's exactly how the IPO process works and when the shares will be available to trade (Bookmark this):
The IPO was quoted at 9:50 AM ET and was expected to begin trading at 10:00 AM ET, but that does NOT guarantee shares will trade at that time.
Before trading begins, Nasdaq must complete a price-discovery auction where buy and sell orders are collected and matched.
At around 9:50 AM ET, "first indications" came out which are essentially a "gauge" of where the stock will open.
The first indications on $SPCX came in at $175/share, or a ~30% premium to the $135/share IPO price.
During this process:
1. Orders are entered, but no trades occur yet
2. Nasdaq continuously updates the indicative opening price
3. The opening price is adjusted until supply and demand are balanced
4. Only then does the opening auction occur and the first trade print
For major IPOs, delays are common such as Google in 2004 and Meta in 2012 which saw their first trades over 2 hours after the US market opened.
We expect the SpaceX IPO to open for trading within the next 60 minutes.
Buckle up for a historic day.
English

美股 SpaceX ( SPCX ) 已正式开启交易
下载BiyaPay,即刻参与投资!
BiyaPay 中文@BIYAPAYOFFICIAL
🚀 美股0佣正式启动,来 Biya 交易真实美股 活动期间交易 SpaceX,即有机会瓜分 100万美金 SpaceX & TSLA 股票奖励池。 🎁 新用户完成实名,可领取 1000 USDT 合约仓位 💰 累计交易额达标,解锁手续费抵扣金、TSLA 股票及 SpaceX 股票奖励 📅 活动时间: 6月12日 - 6月26日(UTC+8) 0佣金交易真实美股,用 USDT 一键参与全球资产。 立即加入👇 active.biyagl.com/zh?id=22
中文

@barmix_tony @pakpakchicken Like the math and logic of us is correct. But $SPCX at 160 now, $SATS 110. Somehow feels like the sbet time. But still hold now
English

Why I went all in $SATS
Here’s the maths:
SpaceX IPO at $135
SpaceX S1 disclosed Echostar owns 261.8 million shares
🔸$135 X 261.8 million shares = $35 Billion
While echostar was worth less than $35 Billion yesterday
Question:
Do you really think that you can put a $135 limit order on ipo day to get the shares?
NO!! Hyperliquid premarket AT $180 already 😂
Your best chance is do a market order buy on $sats before spacex ipo if you are bullish on spaceX
Here is where it gets crazier:
FCC APPROVED deal $22.65 Billion Cash for selling low to mid-band spectrum to AT&T
🔸So that’s worth ZERO? or NOBODY FKING CARED LMAO
My valuation ex- spaceX:
Net cash after debt paydown
$8.5 billion
Remaining unsold spectrum
$10 billion
Core operating business
$10 billion
Total Ex-SpaceX $28.5 billion
🔸Value per share EX- SpaceX ~ $86 ( Conservative )
Now let’s go from crazier to NUTS:
Short interest is 31% !!!! WTF LMAO
But the issue is founder owns 50.5% stake and 86.8% voting rights.
So the short interest on the remaining whatever available float? What’s that? 60++++%???
Seldom market hands you free money. When it does, go all in.
____
P.S. I seldom write long thesis anymore. Why? The hardworking ones will be rewarded with their own DD. You make your own conviction rather than relying on me for customer support.
And what do you want more when I put my own $$ on the line? Who does this transparently? Action speak more than words.
Once in a while, I'll write. But don't count on me mansplaining often. It's better for you to build your own conviction.




English
























