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MARMOT
@Web3Marmot
Watching markets / Sharing my own vision
379 Following    73.6K Followers
🚨 SPACEX: THE BIGGEST EXIT LIQUIDITY IN HISTORY SpaceX is up 70% from IPO. Everyone is FOMOing hard. But almost nobody is talking about the real reason. Only 4% of shares are available to the public. So they can paint any price they want. The playbook never changes: Hold 96% in your pocket. Drop a few crumbs into the market. Pull the chart wherever you want. But now it’s wrapped as "the biggest IPO in history." And Wall Street has already found their FORCED buyers. On June 13, SPCX was rushed into the MSCI indices. This means every passive fund worldwide is now obligated to buy it. Not because they believe in Elon Musk. Because that's how the system works: If it's in the index, you must buy it. We're talking about $15–20 trillion in passive funds. Massive forced demand + tiny float = perfect pump. But the lock-ups are coming: August: first 20% unlock November: another big wave Day 180: everything unlocked In other words, early investors will exit in 1–2 months, not in 6 months like most people think. And who will they sell to? Retail and those funds that were just forced into the stock. No one is arguing that SpaceX isn't a real company with a real future. Moon bases, Mars, orbital data centers: all of this might happen. But not anytime soon. Right now, something else is happening. The US stock market is going through a wild overvaluation of everything. SpaceX is just the biggest example. They are selling a dream about space today, at a price that won't make sense for another 15 to 20 years. And as always, the crowd will buy the top just to fund the exit. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.
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BREAKING: SpaceX reached a $3 trillion valuation in after-hours trading The company's revenue in 2025 was $18.7 billion
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🚨 DON'T BE EXIT LIQUIDITY Tomorrow SpaceX is going public at $2 TRILLION. This isn’t just an IPO. This is one of the biggest insider cash-outs in history. The crowd sees an opportunity. Institutions see an exit. Skip Day 1 completely. It’s a pure trap. You’re buying straight from insiders who waited years to cash out. Then comes the real pain. 6 months of brutal sideways death. This phase is designed to break the crowd. And it works every time. 99% of retail will panic and sell at a loss. That’s exactly when smart money accumulates. In silence, when hype dies and nobody is talking about SpaceX. You have two choices: Buy the launch and become their exit liquidity. Or wait and take their bags at a discount. Patience pays. FOMO pays them. For the record, I called the $82K bull trap and Saylor's selling before they even happened. I'll call the real entry. The crowd will be too scared to buy. That's when you move. Turn on notifications. Most people will follow me too late.
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JUST IN: SpaceX IPO to reportedly draw over $70B in retail orders
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🚨 THIS IS HOW AI BUBBLE ENDS The S&P 500 keeps hitting all-time highs. But almost nobody sees the systemic crisis brewing. Wall Street has built a giant debt pyramid. Just like in 2000. How the scam works: Nvidia pours money into AI startups. Those startups borrow billions from Apollo, Athene and Blackstone using Nvidia chips as collateral. Then they give that money right back to Nvidia to buy more chips. On paper, it's a masterpiece: Nvidia reports record sales. Startups show explosive growth. Tech stocks skyrocket. In reality, a big part of the demand is fake. It's a circular loop. And it only works as long as the chip shortage lasts. When Nvidia drops new chips, the old ones used as collateral will lose value fast. Even worse: most companies still aren't making enough money from AI to justify these huge costs. This is not "if". It's already starting. Remember, I warned about the BTC $82k bull trap and Saylor's sell-off before it happened. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.
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BREAKING: S&P 500 now on track for a 10-week win streak for the first time since 1985 Kalshi traders forecast it will hit 7,740 this month
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🚨 DON'T BECOME EXIT LIQUIDITY SpaceX and OpenAI IPOs are being hyped as the next Amazon in 1997. But almost nobody sees the massive problem. Amazon went public at just $438M with huge upside ahead. SpaceX and OpenAI are already multi-billion mega‑cap monsters. They've been traded privately for years. Insiders are sitting on massive paper gains. But paper gains don't buy yachts. They need your money to cash out. Remember Rivian in 2021. Hyped as the "Next Tesla." Went public at $150B+ valuation. Insiders dumped and retail lost over 90%. The same playbook is repeating right now: Pump public AI (Nvidia, Microsoft) to historic highs to create maximum FOMO. Then flood the market with the biggest private tech IPOs in history. Use retail euphoria as an exit door for new IPOs, while bleeding the current AI giants for cash. This won't be the start of a new bull run. This is the grand finale of the AI cash-out. Retail will buy the top. Insiders lock in 100x gains and step aside. Don’t be their exit liquidity. Remember, I've called every major turn for the last 10 years, including the exact $16K bottom three years ago and the $111K top in October. Turn on notifications. When the data shows the dumping is over, I'll call the real bottom here.
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🚨 THIS IS NOT NORMAL SpaceX, OpenAI, and Anthropic are preparing to go public. All at once. To absorb these giants, the market will need to find $200 BILLION in fresh liquidity. This is a brutal stress test for global investors. To buy into these IPOs, big funds need a lot of cash. They will ruthlessly cut overextended tech. First in line: NVIDIA, Microsoft, and Google. But these companies hold up the entire S&P 500. If they start to fall, the index will follow. We saw this before during the COVID bubble. Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices. When the Fed hiked rates and liquidity dried up, these stocks crashed 80%. The AI and tech sectors are already running on fumes. Add a $200B drain, and you get a systemic flush. Get positioned before this massive rotation begins. As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.
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🚨 THIS IS NOT NORMAL SpaceX, OpenAI, and Anthropic are preparing to go public. All at once. To absorb these giants, the market will need to find $200 BILLION in fresh liquidity. This is a brutal stress test for global investors. To buy into these IPOs, big funds need a lot of cash. They will ruthlessly cut overextended tech. First in line: NVIDIA, Microsoft, and Google. But these companies hold up the entire S&P 500. If they start to fall, the index will follow. We saw this before during the COVID bubble. Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices. When the Fed hiked rates and liquidity dried up, these stocks crashed 80%. The AI and tech sectors are already running on fumes. Add a $200B drain, and you get a systemic flush. Get positioned before this massive rotation begins. As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.
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