Ansem: Bullish on SpaceX Reaching the World's Largest Market Cap, but Caution Warranted on Potential Selling Pressure from August Share Unlock

Odaily Planet Daily News: Crypto KOL Ansem stated on platform X that the market may be significantly underestimating the upside elasticity from the supply-demand mismatch in SpaceX's circulating shares. He believes the current bearish market consensus could lead to more short squeezes.

Ansem noted that SpaceX has now become the top-ranked individual stock by both trading volume and options activity. However, he pointed out that the market has a shortsighted 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 propel the company to become the world's largest by market cap by the end of this year. He also warned that the unlock event of approximately 30% of shares in August might serve as a trigger for a temporary "local top."