Ansem: Bullish on SpaceX becoming the world's most valuable company, but cautions on potential selling pressure from August share unlock

Odaily Odaily noted that crypto KOL Ansem stated on platform X that the market may be significantly underestimating the upside elasticity driven by the supply-demand mismatch in SpaceX's float, and believes the current bearish consensus sentiment could lead to more short squeezes.

Ansem pointed out that SpaceX has now become the top-ranked stock by both trading volume and options activity. However, the market holds a myopic view of the company's progress in diversified directions, including AI and other verticals, overly focusing on current revenue performance. This structural cognitive bias could drive the company to challenge for the world's largest market capitalization by the end of the year. He also indicated that the unlock event involving approximately 30% of shares in August might act as a catalyst for a potential "local top."