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SPCX, basically: most people around me who’ve touched this end up being effectively short—gone at $200.
Crypto people are always most sensitive to the chip/lot structure; the moment they see it, they think of ICP and then EOS.
No matter what story it is, it can’t escape the two gravity wells of liquidity + chip/lot structure.
This is the innate advantage crypto traders have when it comes to trading stocks.