Sofia Serra

Full-time Trader | Hedge Fund Manager | Helping you build wealth - one smart trade at a time | procrastinating is the killer get your mind right 📈

[Sofia Serra @_Crypto_Bcrrbie]

Oil crashed -23% to $91 in the past 12 hours, the 2nd largest single day crash since march 2020.

Meanwhile:

Nasdaq Futures +2.44%
S&P 500 Futures +2.04%
Dow Futures +1.98%
Gold touching $4,800
Bitcoin trading above $72,000

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin reclaims $71,000 after President Trump agrees to ceasefire with Iran.

[Sofia Serra @_Crypto_Bcrrbie]

Let’s go 🚀

[Wendy O @CryptoWendyO]

NEW: FDIC proposes new GENIUS Act rules for stablecoin issuers, covering reserves, redemption, capital, and risk management, while seeking public feedback

[Sofia Serra @_Crypto_Bcrrbie]

Out of office. 🐈‍⬛️

[Crypto Rover @cryptorover]

💥BREAKING:

Banks and crypto firms have privately reached a deal on Crypto Market Structure Deal.

This is huge 🚀

[Cointelegraph @Cointelegraph]

🇺🇸 JUST IN: Todd Blanche, author of the DOJ memo that scaled back federal crypto enforcement, is now serving as interim U.S. Attorney General.

[Bull Theory @BullTheoryio]

The largest IPO in human history, SpaceX, is about to reveal how badly mispriced the rest of the space sector is.

SpaceX confidentially filed for an IPO with the SEC, with a listing expected as early as June 2026. The company is looking to raise up to $75 billion, which would be more than three times the size of the largest US IPO ever.

For context on scale, Alibaba raised $22 billion in 2014, the largest US IPO ever. Saudi Aramco raised $29 billion in 2019, the largest globally.

SpaceX is targeting more than double both of them.

Now here is what makes this different from every other hyped IPO. SpaceX cleared $8 billion in profit on $15 to $16 billion in revenue last year, nearly all of it from Starlink. This is not a company asking you to believe in a future business model.

The business is already profitable at massive scale.

At $1.75 trillion, SpaceX trades at 110 times revenue. Now look at what its smaller competitors trade at.

- AST SpaceMobile: 452 times revenue. Pre-profit.
- Rocket Lab: 62 times revenue. Pre-profit.

Both are partially dependent on SpaceX itself for launches.

When the most profitable company in a sector lists at a lower multiple than its unproven competitors, the market has a problem to resolve. Either SpaceX re-rates higher, or everything else comes down.

History says it is usually the latter.

There is also one risk nobody is talking about loudly enough.

xAI was merged into SpaceX in February and is burning $1 billion a month. The entire IPO pitch is that Starlink's margins can carry xAI's losses long enough for orbital AI data centers to become real. That is a significant bet inside what looks like a straightforward space company listing.

The IPO also includes Starlink at 10 million subscribers; $24 billion in US government defense contracts; X, the social network; and a retail allocation of 30% of shares, three times the Wall Street standard. Elon Musk is deliberately converting his fan base into shareholders.

One final detail.

Nasdaq changed its rules so SpaceX could join the Nasdaq 100 within 15 days of listing. That triggers billions in forced buying from index funds automatically.

This is the most consequential IPO since Facebook. And unlike Facebook in 2012, this one is already printing money.

[Sofia Serra @_Crypto_Bcrrbie]

Hi 🌺

[Ash Crypto @AshCrypto]

Japan’s Nikkei is up +4% after Trump said he will end the US-Iran war in 2-3 weeks.

This is bullish for all markets.

[Ash Crypto @AshCrypto]

Bitcoin is back above $68,000

ETH just broke $2,100

Let’s fcking go 🚀

[Sofia Serra @_Crypto_Bcrrbie]

first and last time i’m making a video like this specifically for the struggling trading community and the keyboard warriors 🤣

#daytrading #xauusd #forex #futurestrading #profitconscious #crypto

[Sofia Serra @_Crypto_Bcrrbie]

@BrettMa99488848 @RealSimpleAriel @RichardMoglen I would be interested in knowing too

[Sofia Serra @_Crypto_Bcrrbie]

@AdnanLyan32710 @elonmusk It's crazy. Some people don't realize how many others are quietly struggling

[Wendy O @CryptoWendyO]

GOOD:

Thank you to Coinbase for speaking up when it comes to the Clarity Act.

Politicians are bought and paid for by the banks

Retail deserves a chance.

Banks have an issue with paying a few hundred $$$ in passive income, while they profit from YOUR IDLE DEPOSITS

[Sofia Serra @_Crypto_Bcrrbie]

Making someone’s salary in 3 days is why I started trading 6 years ago and why I never gave up. Should I withdrawal or see where I get to by Friday?

#daytrading #xauusd #forex #futurestrading #profitconscious #crypto

[Adam Cochran (adamscochran.eth) @adamscochran]

5 minutes before Trump’s announcement:

* $1.5B notional worth of S&P500 (ES) futures are bought in a single clip.

* $192M notional of oil futures (CL) sold.

More than 4x-6x any other trade size during the market close.

Insiders profited from his lies in broad daylight!

[Sofia Serra @_Crypto_Bcrrbie]

@Dineshk20968 💚

[Sofia Serra @_Crypto_Bcrrbie]

Just out here collecting my coins 😙✌🏻🔋💰

#daytrading #xauusd #profitconscious #forex #futurestrading #crypto

[Crypto Rover @cryptorover]

🩸BREAKING:

Silver has crashed 45% from its $121 peak.

Just in 50 days.

[Jesse Cohen @JesseCohenInv]

Checking my balance to see if I have any more money to buy another dip next week.