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The biggest suspense of SpaceX's IPO: Will it "drain global funds"?
The real impact is not valuation, but "fundraising ability."
① If the IPO occurs:
Global funds might react by:
👉Flowing out of traditional tech stocks → into SpaceX
Because:
👉A new story is always more attractive than an old one
② Market impact:
* U.S. tech stocks come under pressure
* High-growth assets experience diversion
* Volatility in risk assets increases
③ Impact on the crypto market:
Short-term: Funds are drained → Negative
Long-term: Tech narratives strengthen → Positive
In one sentence:
👉Short-term bearish, long-term bullish
💬Interaction:
If funds could only choose one: BTC or SpaceX, who would you pick?
#SpaceXIPO冲刺2万亿美元估值