SpaceX上市与比特币：马斯克的策略信号

It is certainly uh hard to believe that a little company that started in a warehouse in Elsagundo um is now uh is now is now going public for the with the largest IPO that uh ever >> it's happening. Elon Musk's SpaceX is now officially trading live on NASDAQ. We are watching the price trade in real time on exchange partner WEAX. Link down below to follow along. And with SpaceX, the company holding 18,712 Bitcoin on their balance sheet, we're beginning to understand why the idea probably based on the language in the filing is that Musk might view or or in aggregate, not just Musk, right?

There are other people running SpaceX ahead of the world's biggest IPO. They might just see it as a hedge against inflation, long-term asset, but most likely this sort of strategic reserve for its excess cash. So Elon Musk became the world's first trillionaire as SpaceX shares soar above $150 on the first day of trading. Checking in where price is now. We're well above that. We're at 163. Elon Musk is a trillionaire. But with the value of the dollar deflating, you are losing purchasing power. With the US dollar, we are beginning to understand why SpaceX holds 6% of its corporate treasury in Bitcoin. >> So, do do you think the the value of money is going to significantly decrease?

Will it will we go post capitalist? Yeah, I think money will stop being relevant at some point in the future. >> Well, if the purchasing power of money is decreasing, if a trillionaire being a trillionaire means less and less >> and I I think the AI down the road will really not use human currency. It will just care about uh power and mass, wattage and tonnage. Where does it make sense to park your money over time?

>> It's kind of ironic then, right? Just as you're becoming a multi- trillionaire, money starts to have less value. Um, >> yeah, pretty much >> own assets that are scarce that they cannot print more of. Look what the the most respected tech visionary companies on earth. Understand what they own and why they own it. And in the founder of SpaceX own words, AI will not use US dollars, government currency. That's being inflated away. They will care about energy. They care about wattage, tonnage, energy. >> It will just care about uh power and mass. Wattage and tonnage. >> Well, that's what Bitcoin is. It's a way to harness excess energy as explained by other visionary Nvidia CEO Jensen Wong. Essentially, what Bitcoin is doing is taking excess energy, storing it into a new form. >> It's called currency. >> And you take that currency and you take it wherever you like. And so, you took energy from one place and now you've transported it everywhere. >> It's like they're signaling to you, they're telling you what comes next, what's about to happen. Then why is crypto crashing?

Why is Bitcoin dipping? Austin, you must be wrong. And that's true. A lot of liquidity in the short term did get sucked out of crypto into SpaceX into just this AI momentum trade as explained on CNBC yesterday by Solana Foundation CEO why crypto has been crashing. It's due to the AI momentum trade. And when you have a $75 billion IPO, right, which is priced at 80 90 times earnings, that is very much in the same uh high-risk uh more sort of forward-looking uh growth speculative type of asset that crypto typically plays in. And so when you have this pattern where in 2025 there's an incredible runup in cryptocurrency uh and now there's other risk uh and volatile kind of more speculative asset classes that are also coming in uh and demanding a lot of attention and potentially a lot of liquidity uh then that's what you get. you get rotation of those same dollars that are seeking growth, risk and yield. And particularly in this window, what you see is uh well folks have got to raise their money uh in order to participate in that IPO. Uh whether you're institutional or retail and I believe about 30% of the SpaceX IPO is being allocated towards retail. And so across all sort of investor types, um what you've got to do is you've got to rotate in order to be able to participate. >> Well, the SpaceX momentum hype trade just ended. I'm not saying the price is ending. I'm saying now the market must digest over the next several weeks, if not a few months. The market will digest and we'll find the true value picked by the market of the price action for SpaceX. And by the way, if you're partaking, I recommend trading with zero fees. I mean, literally, this is limited time, zero fees on SpaceX. If you want a long, short, just last for the next 9ish days, link down below if you want to trade the momentum and win the rewards limited time. But as the market digests the SpaceX IPO, understand the exact same thing is happening with the Bitcoin price. Now that we've hit the 200E moving average and we're watching these shorter term moving averages consolidate into one. This is a bottoming process, right?

So we've began the bottoming process. Understand this. Elon just created 4,400 millionaires in a single day. 400 of them are now worth over $100 million. And these aren't VCs. These are SpaceX employees. And the list includes welders, technicians, cafeteria staff because for two decades, the company paid every level of the workforce in stock instead of higher salaries. Now, this money, this big liquidity event, do you think they're going to keep it in US dollars?

Probably not. I mean, Elon himself says, "We're not going to be using this." And they're all these people are all believers what Elon says. Also, I I don't really think this money is going to go into the stock market, right?

They're already they're probably not going to cash out 100%, but they're going to take some of this money off the table, derisk, put it in something else. So if it's not going in the stock market and it's not going into bonds, I mean it's not going into the US dollar, I believe it's going into scarcity. In the world of infinity, in the world where AI can create a 100,000 Mona Lisas in a second, can create infinity of anything instantly. This money and the money in the next decade will flow into scarcity. So that's something like gold in the physical world. That's something like land, not land everywhere, but land in very nice areas that you can't just make more of. It's going to flow into real estate and it's going to flow into absolute scarcity. Bitcoin is absolute scarcity. It's digital, which obviously the future is. Future is going to be digital. And that is again why we're seeing a bottoming process. Money step back in, come back in into Bitcoin. What about altcoins?

What about crypto besides Bitcoin? Well, in my video next week, we are going to be revisiting the top altcoins that are still breaking through the noise. So, click subscribe. You do not want to miss that video. But also, with Bitcoin being the market mover and being integrated into the traditional system, I mean, Bitcoin is so small compared to the traditional system, all these products are being built today. And that's new pools of capital opening up, being put into Bitcoin. We want five or 10% of all the credit in the world. So if the credit's 300 trillion, we want 15 to 30 trillion of it to flow into Bitcoin back credit instruments. We want 5 10 20 30% of all the money markets in the world to flow into digital money. There's 1 trillion in Bitcoin and there's 1,000 trillion elsewhere. Digital capital is competitive with metallic capital, real estate capital, equity capital, and credit capital. What is money?

Well, gold is money. Everything else is credit according to JP Morgan 100 years ago. Bitcoin is money. Everything else is credit according to Michael Sailor. >> Look for the signal through the noise. My name's Austin, like always.