🚨 THE US REGULATORY SYSTEM JUST BROKE
In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever
I've been trading for over a decade, and I have never seen them rewrite the rulebook like this
Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company
That doesn't happen by accident
Let me show you exactly what they did:
First, Fidelity dropped its minimum account size from $500,000 to $2,000
A 99.6% cut
Think about that:
The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.
Ask yourself one question
Why do they suddenly want YOU in?
Because somebody needs people to sell to.
SpaceX reserved 30% of the deal for retail
THREE TIMES the normal share
And even then, most people didn't get a full allocation.
So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.
That's half of the selling you're seeing.
The other half? The smart money front-running July.
Here's the trick:
SpaceX doesn't join the Nasdaq 100 on day one.
It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days
Just for this.
The moment it joins, every QQQ fund on Earth is FORCED to buy.
$22–27 billion in automatic buying.
Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.
The funds know the stampede is coming.
So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.
THAT is your selloff.
Now here's the part nobody will say out loud:
When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market…
That's NOT generosity
That's distribution at the top.
We've seen this movie twice:
➮ 2000 Dotcom
➮ 2021 SPAC mania
Insiders cash out at insane valuations while the crowd chases the hype.
The math ain't mathing.
So you've got two choices in the next 48 hours:
Chase the most expensive IPO in history at the open…
Or read the prospectus and realize you might BE the exit.
The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.
Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.
Many people are going to wish they followed me before June 12, 2026.
Soon, you'll understand why.
When Bitcoin hit an ATH in early December 2026, every single expert were predicting a huge run in Q4 & Q1.
Calls for $180k, $250k and even $444k were common. I bought into the hype based on analysis of previous cycles. I think we all did.
The experts were looking at charts and previous cycles and predicting that it's price would be much higher.
Nobody predicted we'd have a 50% correction over the coming 9 months.
Fast forward to today and we're in the opposite zone.
Same over-zealous calls, but in the opposite direction.
Bears with squiggly charts pointing to previous 4 year cycles to justify predictions of drops to $40k, $30k or even $10k! Yes, I'm looking at you @mikemcglone11 👀
The calls for significant lows are as over-zealous as the bull predictions in October 2025.
Both are likely to be proven spectacularly wrong.
Bitcoin proved that it had broken away from its typical cycle action when it didn't move past the linear price levels on the power law chart for the first cycle ever.
It's acting differently, yet the experts are still fighting to show that its trajectory is the same as what it's done in the past.
Could it drop lower? Of course.
But lets stop pretending it's because it's following the same pattern as it did last cycle because that pattern is dead.
It wasn't the same on the way up. There's every chance it wont be same as everyone predicts on the way down.
Bitcoin will do what it wants in the short term, but in the medium to long term, the only direction the chart will point to is up and to the right.
I'm doubling down on accumulation at these levels.
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC
https://t.co/94TmyRWVrs
The AI buildout is absorbing capital at historic scale, creating temporary pressure across global markets. That does not weaken Bitcoin. It strengthens the case for scarce, liquid, digital capital. Bitcoin remains the premier asset for the long term. $BTC
INVESTOR MIKE ALFRED:
“The move from $16,000 to $126,000 to $60,000 was not a full cycle move. It was just a re-basing before the actual bull run. The actual bull run will take us from $60,000 to at least the $315,000 area.”
MUST WATCH: MICHAEL SAYLOR EXPLAINS THE #BITCOIN CRASH IN UNDER 3 MINUTES
WALL STREET IS ABOUT TO POUR TRILLIONS OF DOLLARS INTO OPEN AI, ANTHROPIC, AND SPACEX
"THIS IS GOING TO BE THE BIGGEST YEAR OF IPOs IN OUR LIFETIME"
DIP IS TEMPORARY. HODL 🚀
🚨 BREAKING:
SOFTBANK CEO MASAYOSHI SON JUST SAID:
"I THINK AI IS MORE THAN 10X, PROBABLY 50X BIGGER THAN DOT-COM."
HE IS FORBES #1 BILLIONAIRE IN ASIA WHO MADE OVER $100.7 BILLION INVESTING
HE DEFINITELY KNOWS SOMETHING!!
Let's be real... It's easy to post "buy the bitcoin dip."
But it's much harder in reality.
But... when the US Gov is literally telling you they are building a BTC Reserve that will become the bedrock of the new global monetary system...
And you can still get one for about $65,000
STRATEGY DIDN'T BREAK THE BITCOIN THESIS.
@saylor explained this months ago.
If @Strategy never sold #Bitcoin, critics could argue the $BTC isn't a usable balance sheet asset.
So they sold 32 $BTC, not because they lost conviction.
Because they wanted to prove Bitcoin can fund dividends, support credit markets, and function like any other corporate treasury asset.
They still hold 843,706 $BTC.
📹 @AlexesNakamoto
🚨 STRATEGY DIDN’T SELL BECAUSE @saylor LOST CONVICTION.
Rating agencies need to see capital available to cover dividend obligations.
If Saylor refused to sell any $BTC, those agencies may not recognize the Bitcoin stack as usable capital.
So Strategy sold a tiny amount to prove liquidity.
They still hold 843,706 Bitcoin.
Think of this more like financial housekeeping than a change in conviction.
JPMorgan CEO Jamie Dimon: "We will fight the CLARITY Act. If we lose, we lose, and we'll live. But it will be fought."
"Nobody is going to bow down to Brian Armstrong or Coinbase... He is full of sh*t"
🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!!
This could turn into the BIGGEST insider cashout in market history.
SpaceX is expected to go public on June 12 at a valuation of $1.75-$2 TRILLION.
That would instantly make it larger than Microsoft and second only to Apple and Nvidia in the US market.
Yet the company lost $4.28 BILLION in Q1 2026 alone and has accumulated deficits of $41.3 BILLION since founding.
The real story is what happens after the IPO.
Insiders currently own 95% of all shares.
The public float is only 5%.
And insiders are sitting on $1.66 TRILLION of paper wealth that cannot currently be sold.
Most IPOs lock insiders up for 180 days.
SpaceX isn't doing that.
Just 60 days after listing, 20% of eligible insider shares can unlock.
If the stock rises 30% above the IPO price, another 10% unlocks.
Then five separate 7% unlocks hit between days 70 and 135.
By November 2026, 93% of early-release insider shares could already be free to sell.
This isn't just an IPO.
It's one of the biggest liquidity grab events Wall Street has ever seen.
It's a test of who understands the game...
and who becomes liquidity for it.
TODAY IS THE BIGGEST DAY FOR BITCOIN THIS MONTH.
$9B IN BITCOIN OPTIONS EXPIRE TODAY.
The reason BTC dropped to $72,500 this week.
The reason today decides the next move.
$1.05B puts vs $306M calls.
Bears need Bitcoin below $74K.
Bulls need it above.
Volatility incoming.
MSTR CEO PHONG LE: I was nervous in 2022 when Bitcoin dropped from $64K to $16K.
I’m not nervous now.
There’s a lot of headwinds for Bitcoin that are about to turn into tailwinds.
NOBODY IS TALKING ABOUT WHAT GOOGLE JUST PREDICTED FOR BITCOIN.
And it changes everything.
Google:
Broke 2021 highs. DONE.
Retested breakout zone. DONE.
Entered expansion phase. DONE.
Bitcoin:
Broke 2021 highs. DONE.
Retested breakout zone. DONE.
Bounce happening right now. DONE.
One cycle behind.
Same structure. Same setup. Same result incoming.
When Google completed this pattern…
Nobody was ready for what followed.
Bitcoin is next.
Are you positioned?
We are all waiting for a post like this from Trump. Bitcoin would be up 10% in a day and $MSTR would surely double overnight. The mNAV of Strategy would probably never go below 5.0 for the foreseeable future.
Even if he was teasing us with this idea, it would be enough to kick start the bull run for Bitcoin because it wouldn’t be outside the realm of possibilities.
Sadly, all these other crypto posts from Trump as of late are just noise that nobody really cares too much about, so he needs to step his market moving game up!
Great point by @APompliano — Bitcoin is getting absolutely humbled by the rest of the market.
Down significantly from the all time highs (~40%) while the equity market continues to rip higher.
This is exactly when you want to be buying. No one is thinking about Bitcoin — everyone is loading up on overpriced AI and compute stocks, big tech and companies with outlandish PE ratios — IPOs etc.
I’ve bought the last 2 days. We are back in the deep value zone imo. The only people hodling right now have the most insanely deep conviction in the asset and those are the people who will see the greatest returns — those with unbreakable conviction.
It’s easy to be bullish when the price is going up but who can be bullish when the price is going down.
₿ullieve.