要聞列表SpaceX IPO檔案曝光持倉1.87萬枚比特幣!均價35,320美元、6月將成全球第七大BTC上市公司
動區 BlockTempo2026-05-21 00:36:49

SpaceX IPO檔案曝光持倉1.87萬枚比特幣!均價35,320美元、6月將成全球第七大BTC上市公司

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方向偏多SpaceX 持有 1.87 萬枚比特幣,均價約 3.5 萬美元。

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📄完整原文· 由 trafilatura 自動擷取Gemini 翻譯1793 字
Elon Musk's space company, SpaceX, disclosed in its S-1 IPO filing that it holds 18,712 BTC (approximately $1.45 billion), more than double the 8,285 BTC previously estimated by blockchain tracking platforms. SpaceX will launch the largest IPO in history on June 12, with a valuation of up to $2 trillion, making it the seventh-largest publicly traded company holding BTC globally after listing. (Context: BTC rebounded to $78,000; short sellers were liquidated, accounting for 67% of liquidations, with over $250 million liquidated across the network for 90,000 people.) (Background: Breaking! Elon Musk's SpaceX has filed for an IPO, aiming to raise $80 billion, with the ticker $SPCX set to debut on Nasdaq on June 12.) Elon Musk's space exploration company, SpaceX, unexpectedly revealed a BTC holding more than double what the market anticipated in its S-1 registration statement for a public listing. The filing shows that SpaceX holds a total of 18,712 BTC, valued at approximately $1.45 billion at current market prices, with an average purchase cost of $35,320 per BTC. This figure not only shocked the market but also directly contradicted the on-chain tracking data from several blockchain intelligence platforms. Arkham Intelligence and BitcoinTreasuries.NET had previously estimated that SpaceX held only about 8,285 BTC. The actual holdings reached 226% of the estimated value, highlighting the systemic blind spots of on-chain analysis when dealing with institutional-grade multi-layered wallet management and OTC channels. Compared to another public company under Elon Musk, SpaceX's holdings far exceed Tesla's 11,509 BTC, a gap of over 7,000 BTC. While Tesla has reduced its holdings multiple times since it first purchased BTC in early 2021, SpaceX appears not to have sold any significant amount since it began accumulating in early 2021, indicating a relatively firm long-term BTC holding strategy within the company. If SpaceX completes its listing in June, its BTC holdings will rank seventh among global public companies. Currently, the leader in public company holdings is MicroStrategy, which holds approximately 844,000 BTC, followed by mining companies such as Marathon Digital, Hut 8, and Riot Platforms. SpaceX's entry will further strengthen the trend of "public companies allocating BTC to their treasuries," especially after the FASB fair value accounting standards took effect, which significantly reduced the financial reporting volatility risk for companies holding BTC. SpaceX is expected to list on June 12, aiming to raise approximately $75 billion, with a company valuation between $1.75 trillion and $2 trillion, potentially becoming the largest IPO in the history of capital markets. According to the S-1 filing, SpaceX claims it is targeting the "largest addressable total market in human history"—a $28.5 trillion opportunity spanning artificial intelligence, space, and connectivity. This IPO is not only a major event for capital markets but also holds profound significance for the cryptocurrency space. Investors buying SpaceX stock are effectively gaining indirect BTC exposure—a logic identical to how investors previously gained BTC exposure through MicroStrategy stock. REX Shares has even preemptively filed with the SEC for a 2x leveraged ETF tracking SpaceX's stock price, signaling strong demand for derivatives after SpaceX's listing. It is worth noting that the timing of SpaceX adding BTC to its balance sheet is roughly the same as Tesla's—both in early 2021. The fact that both of Elon Musk's companies entered the market simultaneously reflects, to some extent, the founder's personal conviction in cryptocurrency extending to the corporate level. Compared to Tesla, which reduced its BTC holdings by 10% in Q2 2021 and sold 75% of its holdings in 2022 to manage cash flow pressure, SpaceX has not recorded any large-scale reductions to date, with a holding strategy that is clearly more long-term oriented. This incident has also sparked a discussion about the reliability of on-chain intelligence. Platforms like Arkham Intelligence rely primarily on public blockchain data and address labeling for asset estimation. However, when institutions use multi-signature wallets, mixed addresses from custodians, or purchase through OTC rather than exchanges, on-chain footprints are difficult to capture completely. SpaceX likely used a multi-wallet structure and third-party custodial services, leading external analysts to identify only a portion of the addresses. For investors in Taiwan and Asia, the SpaceX IPO provides a unique investment entry point—participating directly in the space economy while gaining side exposure to BTC. However, considering the high P/E ratio expectations after SpaceX's listing and the cyclical risks of the
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來源:動區 BlockTempo
發佈:2026-05-21 00:36:49
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