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Watch SpaceX this week, it's a lesson in supply mechanics dressed as an earnings event. SPCX reports its first results August 4, which immediately triggers its first major lockup expiration days later, with roughly 20% of a 180-day block becoming sellable and another large tranche around August 20. The stock's already on a losing streak into it. Earnings are the headline; the unlock is the story. Crypto traders know this movie by heart. A cliff of newly liquid supply hitting a market, regardless of how good the fundamentals are, is a classic overhang, and it's exactly the token-unlock dynamic we analyze every week, just wearing a Nasdaq ticker. Great company, real demand, and a mechanical seller waiting in the wings are not contradictions. I'd separate the business (excellent) from the float (about to expand). Watching whether demand absorbs the unlock or supply wins near term. Just my read, not advice. #SpaceXUnlockLooms #OKXOrbit