做多星舰发射，做多SPCX，交易员携127万多单或预期点火成功
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With SpaceX's 7-day countdown to its Nasdaq listing, a whale has preemptively opened a $3.26 million long position in the SPCX.
According to BlockBeats, on June 30th, Hyperinsight monitoring showed that with SpaceX's inclusion in the Russell 1000 index today, only 7 days remain until its official inclusion in the Nasdaq 100 index on July 7th. The market expects this index adjustment to bring in approximately $4.3 billion in passive investment funds. On Hyperliquid, SPCX (SpaceX) rose 3.6% in the last 24 hours, currently trading at $163, with a 24-hour trading volume of approximately $230 million and open interest of $199 million. On Hyperliquid, large short positions (in the millions of dollars) on the SPCX remain predominantly bearish, with short positions totaling approximately $70.9 million and long positions approximately $49.15 million, making the short positions 1.44 times larger than the long positions. The average entry price for these large short positions was approximately $167.7, and the most recent liquidation price was approximately $193.1. Among them, the largest short whale, established a short position with 2x leverage about 5 days ago. The current position is worth about $11 million, with an average entry price of $155.5. As SPCX continues to rebound, the unrealized loss has expanded to about $452,000. Meanwhile, some funds have already begun positioning themselves for the index inclusion rally. Today, an address starting with 0xe4c isolated margin of $3.26 million in SPCX with 8x leverage, at an average entry price of $160.5 and a liquidation price of $144. As of press time, the position has already shown a floating profit of approximately 13%, making it the largest new long position opened recently.
SpaceX's market capitalization has fallen 21% week-over-week from its peak, and on-chain SPCX large holders account for 71.7% of short positions.
According to Mars Finance, on June 22nd, Hyperinsight monitoring showed that as of press time, the 24-hour trading volume of SPCX on Hyperliquid was approximately $102 million, down about 1.58% in the past 12 hours, with the decline continuing in pre-market trading. In terms of news, SpaceX's stock price has fallen 21% week-over-week after reaching its peak in its first week, leading to increased market caution regarding valuations. The largest short seller on Hyperliquid currently holds 3 times the amount of SPCX short positions, with a position value of approximately $21.03 million, an average entry price of $192.02, and a current mark price of approximately $178.33. Furthermore, large SPCX positions (in millions of dollars) are clearly bearish, with short positions totaling approximately $60.31 million and long positions approximately $23.74 million, meaning short positions are approximately 2.54 times the long positions. Address: 0xfc27136e42af1732ddc9ce2605ea9bff1b959d9d
SPCX's thin circulating supply may allow it to influence the cryptocurrency market, with a single long position of 13.62 million shares nearing liquidation potentially becoming selling pressure.
According to BlockBeats, on July 2nd, Hyperinsight monitoring showed that SpaceX (SPCX) continued its pullback, falling over 10.3% on the Hyperliquid platform to its current price of $156.93, a decline of approximately 22% from its all-time high of $225.64 on June 16th. Its 24-hour trading volume reached $338 million, with open interest reaching $178 million, making it the third-largest open interest stock after Micron and SK Hynix. In terms of news, this round of decline is part of the sell-off in the AI industry chain triggered by Meta Compute. Its extremely thin public float (only about 4-5%) amplifies the selling pressure. Coupled with high valuation and concerns about the upcoming 20% lock-up period, it may offset the positive impact of its inclusion in the Nasdaq on July 6. This thin liquidity structure amplifies the influence of the crypto market's capital volume. In the past trading day, the total trading volume of SPCX-related contracts in the crypto market reached $2.4 billion. Compared to the Nasdaq's SpaceX trading volume of $16.2 billion during the same period, the crypto market's trading volume (including leverage) is approximately 14.8% of that. Among large on-chain holders, the average price of long positions is approximately $164.16, long positions are now underwater. The largest long position on the Hyperliquid platform's SPCX is the most affected. The whale is currently long positions with 10x leverage, totaling $13.62 million. The average price is approximately $164, and the liquidation price is $148. This represents a loss of only about 5.7% from the current price, resulting in a floating loss of $370,000 (-37.5%).
Is SpaceX's inclusion in the Nasdaq poised for a short squeeze? However, of the eight whale that have recently established positions, only one remains bullish.
According to BlockBeats, on July 1st, Hyperinsight monitoring showed that SpaceX is only 6 days away from its official inclusion in the Nasdaq 100 index on July 7th. Ahead of this positive development, the open interest in SpaceX on the Hyperliquid platform reached $186 million, with 24-hour trading volume increasing to $260 million. SPCX is currently trading at $173, up 6% in the last 24 hours, continuing its strong pre-market performance. Large funds that recently completed their initial positions have not significantly followed this positive news. Of the eight whale who opened new positions and have held them to date, only one has opened a long position. This address happens to be the only profitable whale recently, currently long of 20,000 units of SPCX with 8x leverage, worth approximately $3.46 million, at an average price of $160.5. As the stock price rose, the address's unrealized profit reached $255,000 (+38.9%). Its average holding time is only about 12 hours, but this time it has held a long position for nearly 2 days. It usually completes its position building and betting on the direction before earnings reports and related positive news. Its recent main holdings cover DRAM, NVDA and MRVL. In the overall on-chain holdings, the average price at which large holders established long positions was $183.77, and most of these long positions are still in a state of deep loss. The average price at which short positions were established was $171. Currently, the stock price has risen above the short position establishment line, which means that short positions that were previously established or had previously made a profit are also under pressure and most have turned to losses. - HyperInsight Bot is now live. Add @HyperInsightBot to the Telegram community and set it as an administrator (message sending permission required) to automatically sync on-chain information.
Polymarket has updated its listing for "SpaceX Starship's first launch in Florida".
Odaily Seer's monitoring shows that Polymarket has added a new prediction for the "First SpaceX Starship Launch in Florida". To date, all integrated test flights of Starship have been conducted at Starbase, Texas. SpaceX is building Starship launch and manufacturing facilities in Florida, including the Starship launch tower at Kennedy Space Center LC-39A and the renovation of SLC-37 at Cape Canaveral. These projects still require regulatory approvals, environmental assessments, and infrastructure construction. In a June 2026 interview with CNBC, SpaceX President and COO Gwynne Shotwell stated that the company expects Starship Flight 13 to launch in about a month and plans to gradually achieve a monthly Starship launch schedule. She also mentioned that future missions may include Starship's first-ever launch from Florida. Odaily Seer continuously monitors the prediction market, seeing changes before pricing.
US pre-market news at a glance: Samsung's earnings report triggered a collective weakness in semiconductor stocks in pre-market trading; SpaceX officially debuts on the Nasdaq 100 today.
According to BlockBeats, the following are key market news items before the US stock market opened on July 7th: 1. Samsung released its Q2 earnings forecast, showing an operating profit increase of over 1800% year-on-year, with single-quarter profits exceeding the total of the previous three years. Simultaneously, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. Affected by the semiconductor sell-off triggered by the "sell-off" of Samsung's earnings, chip-related technology stocks generally weakened in pre-market trading. The three major US stock futures indices showed mixed results in pre-market trading: Dow Jones futures rose 0.41%, Nasdaq 100 futures fell 0.9%, and S&P 500 futures fell 0.09%. 2. SpaceX officially debuted on the Nasdaq 100 before the US stock market opened today, with Wall Street institutions collectively bullish. Most institutions believe that SpaceX is no longer just a traditional aerospace company, but a platform company with the potential for rocket launches, Starlink satellite internet, AI infrastructure, and future space computing. 3. DeepSeek is secretly developing its own inference chip. If successful, this would reduce reliance on external suppliers and give it more cost-effective hardware control. However, the project is still in its early stages and faces manufacturing and memory acquisition restrictions due to US export controls. 4. UBS recommends investors buy SK Hynix's upcoming American Depositary Receipts (ADRs) and sell its South Korean shares, as these new shares are expected to trade at higher prices. 5. JPMorgan strategists say the recent weakness in semiconductor stocks should be seen as a buying opportunity, as the chip upcycle is not yet over, and truly meaningful new supply may not appear until 2028. 6. US ADP employment change for the week ending June 20 was 21,000, compared to 30,750 in the previous week. 7. BlackRock will launch an ETF tracking the tech-heavy Nasdaq 100 index, aiming to meet investors' growing demand for participation in the AI-driven stock market rally and challenge Invesco's dominant position. 8. Amazon is returning to the US bond market to raise funds for its artificial intelligence infrastructure. The company will issue eight benchmark bonds with maturities ranging from 3 to 40 years, raising at least $25 billion in the dollar bond offering. 9. Global brokerages have begun coverage research on Elon Musk's SpaceX (SPCX.O), and a preliminary consensus has formed on Wall Street: buy the stock. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, have given it a buy rating, optimistic about its long-term growth prospects, although doubts remain about profitability and valuation.