🚨 SOMETHING EXTREMELY BAD IS COMING THIS FRIDAY
Everyone thought the biggest risk was SpaceX IPO day.
Wrong.
And if you think SpaceX is going higher, you are completely wrong.
SpaceX’s IPO launched at $135.
Now it’s trading around $230.
That is almost 70% from the IPO price in days.
And now the real problem begins.
At $230, SpaceX is being valued at almost $3.1 trillion.
On only $18.7 billion in annual revenue.
That is almost 200x sales.
After the IPO, everyone finally sees the same thing:
SpaceX demand is massive.
Retail wants more.
Funds want more.
Institutions want more.
But money does NOT appear from nowhere.
To buy more SpaceX, they need cash.
And to get cash, they sell what they already own.
Stocks. Crypto. AI names. High-beta tech.
Everything retail is already holding.
This is a liquidity black hole trading at almost 200x sales.
Now connect the dots:
The IPO already happened.
The first-day pump was already insane.
And now everyone who did NOT get enough allocation is heavily buying shares:
- LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize.
- HEAVIER SCENARIO: funds raise cash after the IPO, high-beta tech dumps, Bitcoin loses support, and retail gets trapped.
- WORST CASE: everyone rushes to buy at the same time, stocks dump hard, crypto gets hit first, and people get liquidated.
And now one of the most hyped IPOs in history is absorbing even more money at one of the most insane valuations ever seen.
Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.
The next call will be even more important.
When I exit the markets completely, I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
BREAKING: SpaceX reached a $3 trillion valuation in after-hours trading
The company's revenue in 2025 was $18.7 billion