金色财经|6月 17, 2026 14:02
[Ansem: Bullish on SpaceX Becoming the World's Top Market Cap, but Caution Needed for Potential Selling Pressure from August Unlocks]
According to a report by Jinse Finance, crypto KOL Ansem stated on the X platform that the market may be significantly underestimating the upward elasticity caused by the supply-demand mismatch in SpaceX's circulating shares. He believes the current consensus bearish sentiment could lead to more short squeezes.
Ansem pointed out that SpaceX has now become the top-ranked stock in both trading volume and options trading. However, the market has a shortsighted understanding of its progress in diversification efforts (including AI and other verticals), focusing excessively on its current revenue performance. This structural cognitive bias could drive the company to challenge for the world's top market cap by the end of this year. He also warned that the approximately 30% unlock event in August might act as a trigger for a temporary 'local top.'
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