🔥 Shocking reversal! Trump just said he would strike Iran, but then changed his tune to sign an agreement—while the Federal Reserve isn’t cutting rates but adding to them. Could it be that this week’s global markets are about to turn upside down?

Overnight, the US-Iran standoff dramatically cooled down. Trump canceled the strike plans and floated a “weekend signing of the agreement,” sending crude oil crashing and US stocks—especially semiconductors—jumping by nearly 8%. Even more explosive: US May CPI surged to 4.2%, non-farm payrolls came in way above expectations, and Wall Street has started pricing in Fed rate hikes by the end of the year rather than cuts. Even the European Central Bank unexpectedly got ahead and restarted a 25BP rate hike. Gold just broke above 4100 and then bounced back to 4200—bulls and bears are both being squeezed. Now what—are we escaping the top, or buying the dip? This round of liquidity expectations has undergone a major reversal.

🚀 Tonight, SpaceX trading opens—I’ve made the call: it will most likely go up. It’s easy to gap up right at the open and surge for a round, but don’t chase it too wildly. #我的Gate交易时刻

Why say it will rise? Three very straightforward reasons:

First, the people who want to buy are far more than the people who can sell. This time, only less than 5% of the tradable shares are being released. Retail investors worldwide, Musk’s hardcore fans, institutions looking to ride AI hype, and those attracted by the space narrative are all lining up. Investment banks say oversubscription has doubled—some even say it’s doubled. At the moment of the open, buy orders flood in like crazy, and nobody is willing to cut losses after a low open. A gap-up open of 15%~30% (roughly $155~$175) is the steadiest expectation. In extreme FOMO situations, some people even claim it could touch 200.

Second, Musk’s halo effect plus tonight’s sentiment. Today is Friday, and it’s the largest IPO in history. The media is live-streaming the whole thing. Retail investors’ FOMO (fear of missing out) will be extremely strong. As long as the opening call auction doesn’t hit any hiccups (no sudden bad news or system failures), capital will instinctively flow in.

Third, the Pre-IPO token (SpeaX) has already been price-in ahead of time. Over the past few days, on-chain perpetual contracts have been trading at a premium around 170~180 dollars, showing the market is using real money to bet that it will rise tonight. Institutions will also try to prop up the opening price above the issuance price of 135—otherwise, they won’t be able to save face.