CallPut

$SPCX options are live onchain on @base through @CallPutApp. The first onchain SPCX options listing. SpaceX-linked exposure, options-native UX, and a new RWA market primitive. The buy-sell price spread is only about $0.02, or roughly 1%. That is half the spread of Nasdaq options.

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[8/8] What do these four cases have in common? The pattern is remarkably consistent. From announcement to inclusion → Stocks tend to rally Around the inclusion date → Markets often see a short term spike in returns After inclusion → Many eventually give back part of those gains The biggest exception was $APP, where continued earnings growth justified the valuation. For $SPCX, the first real test comes on September 2, when the company reports earnings. Until then, there’s no clear way to know whether today’s valuation is fully justified. Today’s setup looks like this: • $22B–27B estimated passive buying → Near term support • ~4% tradable float → Supply and demand imbalance • IPO excitement + index inclusion → Elevated volatility • August lockup expiration → Potential increase in future supply That’s what makes this event difficult to trade. There are credible arguments on both sides. History suggests that in setups like this, understanding how the market prices volatility may matter more than trying to predict the next directional move.

[7/8] What the market is debating The bull and bear cases aren’t actually contradictory. They’re looking at different time horizons. [Bull case] • ~$22B–27B estimated passive buying • Limited float • Mechanical demand [Bear case] • Rich valuation • Lockup expiration • Future earnings Short term prices are often driven by flows. Long term prices are usually driven by fundamentals.

[1/8] $SPCX joins the Nasdaq 100 today What does history tell us about events like this? We looked at historical data, the closest comparable cases, and what the market is pricing today Here’s what we found👇

The 3 “Memory Leaders” guarding the AI semiconductor boom:(showing huge drop tho) Micron: market cap US$1.108T, latest quarter revenue ~$41.5B, latest quarter operating profit ~$33.3B; America’s memory chaser with HBM, DRAM pricing leverage, and U.S. supply-chain value. Samsung Electronics: market cap US$1.218T, Q1 revenue ~$90B, Q1 operating profit ~$36.1B; the broadest memory empire across DRAM, NAND, SSDs, HBM, phones, displays, and foundry. SK Hynix: market cap US$1.006T, Q1 revenue ~$35.5B, Q1 operating profit ~$27.8B; the HBM vanguard with the sharpest AI-memory narrative. Thread: what makes each one different.

Disclaimer: This post is for informational purposes only and does not constitute financial, investment, or trading advice.

$MU and $SPY OPTIONS are now live on CallPut $MU is at the center of the AI-memory trade, with tight DRAM/NAND supply and strong data-center demand meeting fresh volatility across semis. $SPY brings the broader market into focus, tracking resilient U.S. equities as tech leadership gets tested. Read the momentum. Pick a side.

The World Cup is global So are markets $EWY 🗓️June 26: Will Korea’s market finish above or below today’s level? ⬆️ UP ⬇️ DOWN Make your call app.callput.app

Everyone's making World Cup predictions Here's another one $COIN 🗓️June 26: Higher or lower from here? ⬆️ UP ⬇️ DOWN Make your call app.callput.app

The market’s biggest winner The market’s biggest expectation $NVDA 🗓️June 26: • Does it keep climbing? • Or finally take a breather? ⬆️ UP ⬇️ DOWN Make your call app.callput.app

Every World Cup has a favorite Every market does too $TSLA 🗓️June 26: • Still above today’s price? • Or does the momentum fade? ⬆️ UP ⬇️ DOWN Make your call app.callput.app

Everyone is picking winners for the World Cup We’re watching a different scoreboard $SPCX 🗓️June 26: Higher or lower than today? ⬆️ UP ⬇️ DOWN The market never waits for kickoff app.callput.app

Strait of Hormuz closed again. Hezbollah and Israel exchanged fire overnight None of that pauses for Monday's open $SPCX, $TSLA, $NVDA, $EWY (Korea ETF) are the hottest themes right now, and the most sensitive to exactly this kind of headline risk Weekend news doesn't wait for the bell. Options on all four are live 24/7 on @CallPutApp Waiting isn't a virtue anymore callput.app

@Mr_Derivatives Space names broadly got hit when $SPCX options launched and bears finally had a tool to use $ASTS and $RKLB probably caught some of that spillover too

$ASTS down 40% unabated recently and sitting right above the 200dma. $RKLB down 30% unabated recently and sitting right above the 50dma. I would be shocked if we don't get a bounce next week. Watchlist!