Macro funds are treating semis, Bitcoin, and SpaceX as one risk basket. The AI selloff that erased $600B from SpaceX hit BTC toward $60K.
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Three onchain markets are already pricing SpaceX
SpaceX expected to price at $135 per share — the largest IPO in history at a $1.77 trillion valuation. A Hyperliquid pre-IPO perp at $157, Polymarket at 93% odds, and tokenized SPCX via Ondo are already taking a position.
NVIDIA earnings are Wednesday, SpaceX available pre-IPO
SpaceX on Hyperliquid, token unlocks, NVDA and Jensen Huang take center stage.
Grayscale files for a Worldcoin ETF the same week Alphabet, Tesla, and Intel report earnings
Grayscale filed an S-1 for a spot Worldcoin ETF as Alphabet, Tesla, and Intel report earnings within 48 hours of each other.

