Crypto KOL Ansem said on X that the market may be significantly underestimating the upside elasticity created by a mismatch between SpaceX’s circulating supply and demand, adding that broadly bearish sentiment could lead to more short squeezes.
According to Odaily, Ansem said SpaceX has become the top single stock by both trading volume and options trading.
He also said the market has a short-sighted understanding of SpaceX’s progress in diversification, including AI and other verticals, and is overly focused on current revenue performance.
Ansem said this structural perception gap could push the company to challenge for the top global market capitalization by the end of this year. He added that an unlocking event of about 30% in August could act as a trigger for a temporary local top.
Ansem Says Market May Be Underestimating SpaceX Supply-Demand Mismatch and Upside Potential
2026-06-17 13:54:23
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