Ansem: The supply-demand mismatch at SpaceX brings upward flexibility, but the stock unlock in August may pose a risk of a temporary peak

Crypto KOL Ansem posted on platform X, stating that the market may significantly underestimate the upward elasticity brought by the supply-demand mismatch of SpaceX's circulating stock, and believes that the current consensus bearish sentiment may lead to more short squeezes. SpaceX has now become the top stock ranked by both trading volume and options trading, but the market has a shortsighted understanding of its business progress in diversification (including AI and other verticals), overly focusing on current revenue performance. This structural cognitive bias may drive the company to challenge the global market value ranking by the end of this year.

However, Ansem cautioned investors that the share lock-up period for SpaceX in August may become a phase "local top" triggering factor.