这条让我看的非常割裂 - 这个老外博主认为SpaceX这次CT是反共识的,而且是他认为第一次反共识有可能正确的
换句话说,他的视角里,外界一致看多SpaceX,而他的CT圈一致看空
为啥我的时间线上几乎认识的大多数华语KOL都在各大所可劲儿赛钱SpaceX?我这体感是一致看多啊!
中英CT又双叒叕割裂了?!
I think that maybe, just maybe, when it comes to the SpaceX IPO, CT is the contrarian and not the consensus.
I think there is a higher than 50% chance that, for the first time in a while, we are not the echo chamber. Maybe the echo chamber is normieland, and CT is the insightful room.
So when I see people posting “everyone is bearish, so it might be wrong,” ......I wonder.
Everyone where?
CT has been exposed to this exact setup countless times.
We are seasoned on these launches.
We have a trained eye for this pattern.
Hyped launch.
Massive brand.
Limited float.
Huge implied valuation.
Everyone wants access.
We saw this through every high-FDV TGE in the token sale meta, And if I am right, SpaceX will follow the same exact pattern, because it is the same setup, to the power of 10.
It will follow what I call the "LONG U"
Seasoned ruggees, about to be spectators of a global rug.
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