SpaceX mở khóa cổ phiếu không khiến thị trường lo lắng, whale thêm vị thế dài $12,5 triệu

The Huoxing Finance report states that on August 7, according to monitoring by TradingBeats (formerly Hyperinsight), the first batch of restricted shares of SpaceX entered the lock-up expiration window on Thursday Eastern Time, with over 911 million shares becoming eligible for sale by employees and certain early investors; however, SpaceX’s U.S. shares rose 6.1% on the same day, and the anticipated large-scale selling pressure has not materialized. The SPCX contract on Hyperliquid is currently trading at $114.01, up approximately 3.6% in 24 hours, with a trading volume of about $443 million. The open interest value stands at approximately $203 million, a 4.9% decline from the $213 million recorded before the August 4 earnings report, but a 12.6% increase compared to the approximately $180 million prior to the large whale accumulation on the evening of August 2. Large addresses have not collectively exited after the lock-up expiration. Over the past 24 hours, using a threshold of more than $1 million in single-address position changes, seven addresses added or increased their SPCX long positions, totaling approximately $12.585 million; net long additions during the same period amounted to about $5.887 million. Among these, the three addresses with the largest new long positions currently hold approximately $2.54 million, $2.53 million, and $2.28 million in SPCX longs respectively; five of the seven increasing addresses had no prior SPCX long positions, indicating that new seven-figure capital is still entering the market. Data shows that the ratio of long to short addresses holding over $1 million is currently 2:1; the value-based long-to-short ratio is 0.89:1, with a few short positions having significantly larger average sizes. The current hourly funding rate for SPCX is approximately -0.00059%, near neutral.