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← @matiasscalbi

$SPCX

BEARISH2026-08-06
Price around the call
↓ 2026-08-06
By horizon✗ miss+16.2%
1d
✗ +4.3%
5d
✗ +4.8%
21d
✗ +16.2%
Original post
Matias Scalbi · 2026-08-06

🔥 Hoy se libera el primer tramo del lockup de $SPCX 911.5 millones de acciones Para dimensionarlo: en el mercado circulan 638.9 millones Quién vende y quién holdea depende de una sola cosa y te lo explico 👇🏽 Repito, se libera 1.4 veces todo el float actual, y la porción negociable del capital pasa de 4.9% a 11.8%. Vamos ahora si al detalle 1. EX EMPLEADOS (150 a 250 millones de acciones) Los más propensos a vender. Ya no tienen vínculo con la empresa ni carrera atada al precio. Sus acciones vienen de valuaciones de hace años, así que la ganancia sigue siendo enorme incluso con el papel debajo del precio de salida 2. EMPLEADOS ACTUALES SIN CARGO EJECUTIVO (250 a 350 millones) Probabilidad alta, pero de venta parcial. Siguen adentro y creen en el proyecto, solo que tienen casi todo

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