BOOM! SpaceX drains the US stock market, but the crypto world suddenly shows a weird signal

On Friday, the US stock market closed, and the scene was just too disjointed. SpaceX’s first day since listing surged straight up by 19%, with its market cap hitting $2.1 trillion, ranking sixth in the United States.

That money-attracting ability directly dragged other aerospace stocks down—Virgin Galactic plunged by more than 30%, and Rocket Lab also tumbled by over 10%. All the funds drilled into Musk’s pocket, and chip-related players like Arm and Intel also ended up “taking a share of the soup.”

On the crypto concept stock side, MSTR was solid, closing up more than 3 points; Coinbase was slightly down; and the rest of the smaller tickers were all over the place. Today, with it being the weekend, market liquidity is especially cold and quiet. BTC is grinding around within a small range, and retail investors generally don’t dare to move.

My personal view is very straightforward: the total market pool is just that big. SpaceX’s listing is siphoning cash so aggressively it’s like a tiger, but MSTR holds up against the trend, which suggests there are institutions inside that are really going head-to-head with expectations for Bitcoin. This kind of move isn’t something a retail-ridden “rookie” market can support. Such divergence often means big money is quietly doubling down on the narrative behind the scenes.

What to do next? Don’t let SpaceX’s tricks blind you—what you should truly keep an eye on is MSTR.

If it can keep absorbing the selling pressure and pushing upward, it will most likely lift the sentiment in crypto stocks, and BTC will likely move in tandem too. Don’t scatter your money around randomly—stay squatting close to the direction of the smart money, and wait for the wind to come.

If you can understand, you naturally know how to place your bets.

#我的Gate交易时刻 $SPCX