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#SPCX first financial report to be released, $100 billion unlocking imminent SpaceX will disclose its first financial report after market close on August 4, followed by a massive unlocking on August 6, with up to 911.5 million shares unlocked, valued at over $100 billion, adding more chips than the current circulating supply. The stock price has halved from its peak, with short positions accounting for 34% of the circulating supply. Market speculation: can the positive earnings report withstand the selling pressure from unlocking? Key focus: Starlink user growth, capital expenditure scale, Starship and AI business management guidance. - Earnings exceed expectations: potential to counter selling pressure and trigger recovery - Earnings mediocre or below expectations: unlocking supply dominates, downward pressure increases The unlocking will completely dismantle the early logic of "scarce chips driving up stock price," leading to sharply increased volatility going forward. Crypto market linkage SPCX is a high Beta tech stock, which will transmit risk appetite to the crypto space: 1. Stellar earnings report: boosts risk sentiment, providing short-term sentiment support for BTC and ETH; 2. Earnings miss + unlocking panic: tech stocks face valuation cuts, crypto likely to follow down passively, AI sector altcoins face greater correction pressure; 3. Data meets expectations: limited disturbance, market focus returns to US Treasury and Federal Reserve themes. Only sentiment is catalyzed, without changing the large-scale structure of crypto itself. Personal opinion, for reference only. $SPCX $BTC $ETH