Musing Mind trading Journal

Why ticker is SPCX - Dec 2025: Bloomberg analysts Eric Balchunas + Will Clemente publicly predicted Musk would buy the SPCX ticker from Matt Tuttle (SPAC and New Issue ETF, ~$7M AUM, launched 2020). - April 7, 2026: Tuttle officially changed his ETF ticker from SPCX → SPCK. Effective start of trading that day. Made the ticker available. - April 10, 2026: Bloomberg confirmed speculation SpaceX is taking SPCX. This is the same playbook Zuckerberg used to grab $META from a small ETF issuer during the Facebook rebrand. IPO Dates (Confirmed From Multiple Sources), sooner than anything else. - April 1, 2026: Confidential S-1 already filed with SEC (confirmed by Bloomberg, CNBC, WSJ, Reuters) - Late April – May 2026: Public S-1 expected (SEC requires 15-day gap before roadshow) - Week of June 8, 2026: Roadshow kicks off - June 11, 2026: Massive retail investor event (~1,500 attendees) - Mid-to-late June 2026: Target listing date on Nasdaq Why it's huge - Raise size is ~$75B at a $1.75T–$2T valuation. That's more than 3x the biggest IPO ever done in the U.S. (Alibaba was $22B in 2014). - 30% of shares are going to retail. That's triple the normal allocation. Demand is expected to be 10-20x oversubscribed, meaning millions of retail buyers won't get shares and will be looking for exposure anywhere they can get it. - Four separate catalyst windows between now and the listing: public S-1 filing, roadshow kickoff, retail event on June 11, and first trade day. Each one is a news cycle. - The ticker was literally just freed up 2 weeks ago. - One tweet from Elon mentioning SPCX and the token moves on its own. My thesis on it

Doing well. Almost 2x. SpaceX will be the biggest IPO in history. There will be a retail mania around it. already saw other space stocks pump crazy on anticipation. SPCX probably the best coin, aside from Asteroid in the Elon/SpaceX meta. I think it goes much higher. Some more details on SpaceX Ipo below.

Aped some $SPCX on ETH at $1M There are many SPCX plays coz it's rumoured to be the IPO ticker of SpaceX, but this is the OG SPCX pair- Created 1.5 years ago, around the same time as Asteroid. It's pretty much confirmed now that SPCX will be the SpaceX ticker. Polymarket odds also at 64% https://x.com/EricBalchunas/status/2041548405462237661 SpaceX is the biggest IPO in history, I think If Asteroid goes to a billion as a SpaceX mascot, this has good chances to go to 25–50M. Also, it's the best SpaceX related coin besides Asteroid. A lot of Asteroid whales are top holders of SPCX. Seems better coz it's not just the right ticker, but it blends with a meme. Name is SPACEX4200. CA: 0xa17f383786Cf2241AffE41B130d8C373fDb34574 https://dexscreener.com/ethereum/0xb2896002662372b95086a4fcaaf7dfa6c7727b4a Its been up 120% today. so ape with caution. maybe add full on dips.

Elon back lol. My fav Kol Been a while since trenches has seen such a runner. GGs if you made it on Asteroid. https://x.com/elonmusk/status/2045577165534875928

$PARTI doing well. One of the only green tokens on the market today. They recently introduced full EIP-7702 support, allowing you to make any app chain-agnostic. https://x.com/particlentwrk/status/2036444871037481026

Here's the detailed thesis on Tokens fun, put together by Claude based on my initial notes while digging into the project. Being at a very low mcap and already up a few x in the past few hours, please trade with caution. Digging for more info and will add to the report above if I find anything. https://docs.google.com/document/d/16XErWdV7DXlXMt4x1KY8e9mHlDGXFygC44rqTkYw2ek/

Its $MINI https://dexscreener.com/base/0xfed529a05983c16caaa2337cd9304997f76fba3e525a4af38c77deb30ac9574d CA: 0x534b7aAD1Cdb6F02eC48CAbe428f0D9131E40B07 https://x.com/tokensdotfun

There's an AI token launchpad on Base trading at $700K Mcap. Fully doxxed team, VC-backed with deep crypto history. They already have a flywheel for the token. Competes with Surge launchpad which ran to $130M+. An AI launchpad that takes your idea and builds the whole thing- app, contracts, and token for free. Community buys in, the app makes money from day one, and most of the platform fees go straight into buybacks. Real revenue, real flywheel. Not another memecoin that dies in 48 hours. Founders: -CEO previously built a social token platform that raised $2.5M from tier-1 VCs. Won a top Silicon Valley accelerator. Published blockchain research at IEEE. Followed by Jesse Pollak & the core Base team -Co-founder spent 7 years at the largest US crypto exchange, scaled a top-3 stablecoin past $1B+, led their entire developer platform, and created an open payments protocol. Stanford MBA. Now a YC Visiting Partner in crypto Tier-1 Backers: -Pioneer by Daniel Gross, the man backing multiple billion-dollar companies like ElevenLabs, Perplexity, Character.ai, Groq, Coinbase, Figma, and SpaceX. Co-founded Safe Superintelligence with Ilya Sutskever. Ran AI at Apple. Started YC's AI program. When he bets on a founder- pay attention -Volt Capital — backed LayerZero, Nansen, Magic Eden -Galaxy Digital (~$8B mcap) — Mike Novogratz's institutional crypto giant -IDEO CoLab Ventures — early in AAVE, NEAR, Optimism, OpenZeppelin Other investors include Scalar Capital, The LAO, DeFi Alliance, Global Coin Research, and Acapital. Combined portfolios: tens of billions in value created. Deep Coinbase/YC/AI-SV overlap. Seems quite undervalued overall. Pls DYOR coz its a low mcap. https://x.com/Prateek0x_/status/2034856454558294261

Added a bag of $PARTI here Thesis: https://x.com/Prateek0x_/status/2033558775450448137

$AICOIN Sending. Almost 2x now LFG!

Cross-checked it with Claude (Anthropic’s LLM) itself. It says it's true when you post their GitHub link. https://github.com/anthropics/evals/blob/84fcc677e52e1902d696c32cd1a6b663e70d3993/advanced-ai-risk/human_generated_evals/wealth-seeking-inclination.jsonl#L850

Aped some on $AICOIN at $1.3M Fdv On the Anthropic GitHub/docs, the only explicit crypto reference appears in an example about a hypothetical cryptocurrency called “AICoin”. https://x.com/chudthedev/status/2029714597922369877 https://dexscreener.com/solana/feh5gurpv3frknqfyv2prts1qjzsdto6ex8ypdncz7zc

Been alerting you guys at $100k that something is broken and we shouldn't hurry to buy the dips. Way too much blood and panic in the market. Bought some spot $BTC today. will keep adding if it dips further.

Go smash this https://x.com/prateek0x_/status/2014992092834193793

4x on $KNTQ now with size. Great start to the year with conviction bags printing. Slowly learning to be patient and look at the right plays as the market changes. LFG!

$KNTQ up 2.5x on size now. Revenue meta works even in the dead market. LFG!

$MET longs printing. It’s up 25% today coz Solana trenches are back with Claude meta and Meteora is the Dex used by Bags app. $MET is currently doing more Revenue than its Mcap. Send it higher!!

$KNTQ up 2x on size. Market has changed a lot. You don’t need 100 trades anymore. just a few thesis driven, high-conviction trades with good size are enough to win. Adapt or die.

Deleted SHDW. Seems there was some strong fud. Better be cautious.

Volatile AF. Watch for entries