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6/12
10:10
Svmuu News: Analyst Ludlow asks, “Why is it so important that the retail allocation for SpaceX was set at 20% rather than closer to 30%?” During SpaceX’s IPO process, insiders repeatedly emphasized to me that it is retail investors who are carrying out this mission. Specifically, SpaceX management believed that retail investors would hold the stock for the long term, just as the large number of retail investors who form Tesla’s core investor base have done. Demand from retail investors reached as high as $100 billion, resulting in extremely severe oversubscription. Consequently, the market is now flooded with a large number of disappointed investors. (Jin Shi)
10:02
Svmuu reported that the frenzy surrounding SpaceX stock has already begun on Friday. The stock's opening price is expected to be around $171 per share, up about 27% from the IPO pricing of $135. As exchanges need to collect buy and sell orders and underwriters delay the trading until supply and demand are balanced, the stock trading is not expected to begin until the middle of the trading day.
Samuel Kerr, head of global equity capital markets at Mergermarket, said: "Given the intensity of this trading event, we expect SpaceX shares to spike immediately upon opening, possibly by more than 20%. If the increase falls below that level, I would actually be uneasy." (Jin Shi)
09:57
According to MSX.COM data, U.S. space concept stocks continue to decline, with Intuitive Machines down 10.3%, Planet Labs down 7.8%, Rocket Lab down 8.8%, Satellogic down 9.8%, Virgin Galactic down 25.1%, and Redwire down 10%.
09:52
Svmuu: SpaceX(SPCX.O) opening indication price on the first day of listing rose 29% from the IPO price. (Jinshi)
09:51
Svmuureports that despite Trump's claim that the US has ended its war with Iran and reached an understanding with Tehran, Dr. Hellyer, a Senior Associate Fellow at the Royal United Services Institute, warns that a real agreement is still a considerable distance away. Trump stated on Thursday that both sides had agreed to a "very strong memorandum of understanding" to halt the fighting, leaving room for subsequent negotiations. Iran, however, stated that it has not yet made a decision.
Dr. Hellyer pointed out that both parties are far from reaching a comprehensive agreement. "This is just a memorandum under discussion, not a real agreement," he said. "Neither the US nor Iran has indicated that they will reach a deal at this stage. The memorandum is merely a starting point for negotiations, leaving all the thorny issues to be resolved later." (Jinshi)
09:47
Svmuu reports that closed-end funds holding SpaceX stock have declined, with Fundrise Innovation falling 6.3% and Destiny Tech100 dropping 7%. (Jin Shi)
09:45
Svmuu reported that SpaceX's IPO has reportedly attracted over $250 billion in institutional subscriptions.
09:44
Svmuu reported that SpaceX IPO has reportedly attracted over $350 billion in total demand. (Jinshi)
09:42
According to Svmuu, U.S. President Trump stated that the terms leaked by Iran to fake news bear no relation to the written agreement. There is simply no credibility in dealing with them. Iran had better act quickly. (Jin Shi)
09:33
Svmuu News According to official announcements, Bitget has listed a total of 108 stock tokens, including rNDAQ (Nasdaq), rGM (General Motors), rEMR (Emerson Electric), rEOG (EOG Energy), rICE (Intercontinental Exchange), rBSX (Boston Scientific), covering multiple sectors such as energy, healthcare, financial services, and technology & telecommunications.
It is reported that rTokens, identified by the letter r plus the stock code (e.g., rNVDA for Nvidia), are issued by Reality, a licensed RWA protocol under Bitget. By partnering with the compliant broker Alpaca, they connect directly to global liquidity pools such as Nasdaq and the NYSE. Features include: 1:1 reserve backing of the underlying assets held by licensed custodians, stock dividends distributed 1:1 in token form, support for synchronous mapping of corporate actions (such as stock splits and reverse splits), and the use of holdings as cross-margin for unified accounts and USDT-margined contracts. This allows users to flexibly manage funds while holding global stock assets.
09:33
According to MSX.COM data, at the US stock market open, the Dow rose 0.54%, the S&P 500 rose 0.17%, the Nasdaq rose 0.04%, and the VIX panic index fell 0.51%. AI concept stocks broadly declined, with Adobe falling 7.4%, Super Micro Computer down 5.63%, Marvell down 3.06%, Micron down 2.9%, and ASML down 2.46%.
It is reported that MSX is a leading RWA trading platform, which has listed hundreds of RWA tokens, covering popular US stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
09:32
Svmuu News: According to data from MSX.COM, U.S. stocks opened with the Dow Jones Industrial Average up 0.59%, the S&P 500 up 0.2%, and the Nasdaq nearly flat. SpaceX (SPCX.O) went public today; Rocket Lab (RKLB.O) rose 1.5%, while Virgin Galactic (SPCE.N) fell 14%. Major tech stocks opened relatively flat. Sharon AI (SHAZ.O) fell 3.9% after the company signed a six-year computing power partnership agreement with NVIDIA (NVDA.O). It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens, covering popular U.S. stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
09:26
Svmuu, According to reports, FTX founder Sam Bankman-Fried’s appeal to overturn his 25-year prison sentence has been rejected. The appeals court upheld the original verdict, ruling that the trial proceedings and sentencing contained no legal errors sufficient to overturn the judgment. Sam Bankman-Fried was previously convicted of misappropriating FTX customer funds and related fraudulent activities, and was sentenced to 25 years in prison in 2024.
09:25
Svmuu: According to the Wall Street Journal, SpaceX executives arrived early at Nasdaq.
09:21
Svmuu News: According to Lookonchain monitoring, as SPCX is about to start trading, a whale has increased its SPCX long position to 202,305 tokens, worth $35.14 million, with a liquidation price of $95.12.
09:05
According to on-chain analyst Ai Yi's monitoring, there is 1 hour left before SPCX opens. Currently, Binance's futures open interest stands at $395 million, while Hyperliquid's futures open interest is $273 million. The total subscriptions for Kraken's IPO amount to $888 million, with $557 million subscribed via Binance Wallet. On Polymarket, the trading volume for bets on SPCX's market cap at closing exceeds $13 million.
09:02
Svmuu reported that French company Mistral AI is in talks to raise funding at a valuation of approximately €20 billion. (Jinshi)
08:56
Svmuureported that according to Arkham monitoring, ahead of the SpaceX (SPCX) launch, $276 million in capital had already been wagered on its price direction.
On the long side, one address (0x9cc) went long $33.8 million; another address (0x4e2) went long $6.4 million; an address (0x932, linked to "bd420") went long $4.1 million; address (0xf47) went long $3.2 million; qianbaidu.eth went long $2.1 million.
On the short side, one address (0x051, purported to be Dunamis Trading) went short $7.9 million; address (0x012, linked to "wenyu888888") went short $6.7 million; address (0x69c) went short $6.6 million; VBVIT on Poly/HL went short $6.3 million; address (0x60a) went short $6.0 million.
08:50
Svmuu News: According to informed sources cited by Iran's Fars News Agency, Iran's internal review and decision-making processes have not yet been completed. Claims that an agreement will be signed in Geneva on Sunday are completely fabricated. (Jin Shi)
08:39
Svmuu reports that according to on-chain analyst Yujin's monitoring, Pump (GqGc...CC52) transferred 67,000 SOL to Kraken in the past half hour, worth $4.51 million. Since the beginning of 2024, Pump is estimated to have sold a total of 4.61 million SOL in fees, worth $795 million, at an average price of approximately $172.

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