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🚨 Keep an eye on SpaceX this week. What looks like an earnings story may actually be a lesson in supply mechanics. SpaceX ($SPCX ) is set to report its first earnings on August 4, but the bigger event could come just days later with its first major lockup expiration. Roughly 20% of a 180-day locked share block is expected to become eligible for sale, with another significant tranche unlocking around August 20. The stock has already been under pressure heading into the event. For crypto traders, this setup should feel familiar. A wave of newly tradable supply can weigh on price regardless of how strong the underlying business is. It's the same token unlock dynamic we monitor in crypto—only this time it's playing out in the equity market. A great company, strong demand, and short-term selling pressure can all exist at the same time. The key question is whether new demand is strong enough to absorb the additional supply, or whether the expanding float creates near-term downside pressure. Just my perspective—not financial advice. #SpaceXUnlockLooms #OKXOrbitTopics #USJapanYenIntervention