Ansem: Long SpaceX to become the world's most valuable company by market cap, but warns of potential selling pressure from August share unlock

Odaily星球日报讯 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 circulating shares, 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 trading volume. However, the market has a short-sighted understanding of the company's progress in diversified directions (including AI and other vertical sectors), focusing excessively on current revenue performance. This structural cognitive bias could drive the company to challenge for the world's number one market capitalization by the end of this year. He also warned that the unlock event involving approximately 30% of shares in August could act as a trigger for a potential "local top" in the short term.