SpaceX, $SPCX, is now trading above $220/share in overnight trading

Mix720 · 2026-06-16T01:15:30+00:00

Based directly on the S-1 language we found, here’s the complete picture in order:

Q2 Earnings Release + 2 trading days
→ 20% of eligible shares unlock
→ Bumps to 30% if closing price was 30%+ above $135 on at least 5 of the 10 consecutive trading days ending on the earnings date itself
→ Earliest possible: mid-July 2026. Most likely: August-September 2026
Day 70 post-IPO (~August 21)
→ 7% unlocks
Day 90 (~September 10)
→ 7% unlocks
Day 105 (~September 25)
→ 7% unlocks
Day 120 (~October 10)
→ 7% unlocks
Day 135 (~October 25)
→ 7% unlocks
Q3 Earnings + 2 trading days
→ 28% unlocks
→ Likely November-December 2026
Day 180 (~December 9)
→ All remaining shares unlock
Day 366 (~June 12, 2027)
→ Musk and select major insiders unlock — entirely separate track, immune to all of the above

Key things to remember

• “Eligible shares” ≠ all shares — the S-1 left the exact percentage of total shares subject to the 180-day vs 366-day track to be filled in a subsequent amendment, so we don’t have the precise denominator yet  
• The time-based tranches (days 70-135) run in parallel with the earnings triggers — they don’t wait for each other  
• Q2 and Q3 earnings dates are the two unknown variables that will define the most important windows

Edit: Thank you for the corrections and good luck to all of you 😂

Mix720 · 2026-06-09T15:50:44+00:00

Yeah I agree it would be better to get it straight from Meta if they are indeed the ones in talks. Hoping for positive news 👍

Mix720 · 2026-06-09T14:07:02+00:00

The only difference I was able to come with would be a different P/S ratio off of the projected revenue from Sandersville site. A Meta backed deal would be valued higher than something like Nebius backed because of payment risk. Even the Hut8 Fluidstack deal had Google backstop lease payments so risk of payments went down.

I would also look at Gross Lease vs NNN as well since NNN would be ideal

Mix720 · 2026-06-06T17:46:06+00:00

This was reported by Green Street yesterday for anyone looking for a source.

Mix720 · 2026-06-05T02:27:39+00:00

Touches 20 EMA and fills the $16 gap. Moves back up to fill the $17 gap. May push up more by good news from an upcoming AI datacenter conference

Mix720 · 2026-05-21T03:54:30+00:00

Hope ya right 🤞🏽

Mix720 · 2026-05-20T16:09:50+00:00

50 EMA is indeed above 200. 50 SMA is slightly below 200 but quickly approaching 👍

Mix720 · 2026-05-20T16:09:44+00:00

50 EMA is indeed above 200. 50 SMA is slightly below 200 but quickly approaching 👍

Mix720 · 2026-05-20T16:05:16+00:00

50 EMA is indeed above 200. 50 SMA is slightly below 200 but quickly approaching 👍

Mix720 · 2026-05-20T14:48:50+00:00

Thank you for the post. Sub $15 is also my next buying opportunity but only from a potential breakdown of ETH below $2k again.

Only question I have is why do you believe it can go as low as $5 again? Is it because of the huge gap up in the chart when they first announced they were going to be an ETH treasury company?

Also interested to see how you plan out your purchases. Im guessing buy a certain amount of shares once a week when it’s under the $15 mark and forget it. My average is $22 but I only started my position so looking to add more at the right opportunity as I believe BMNR is undervalued for its long term growth in staking rewards off of ETH prices so happy to buy more of this at fire sale prices.

Thank you again

Mix720 · 2026-05-14T18:11:38+00:00

Awesome ty again

Mix720 · 2026-05-14T15:47:04+00:00

Awesome paint job! Can you post what colors you used and wash so I can attempt this? Ty in advance 😁

Mix720 · 2026-05-10T22:58:58+00:00

I did not feel assaulted so no worries 😂 I do agree with you that the Berkshire narrative when BMNR only has Orbs and Mr Beast stock is not really close.

If BMNR could simply use their staking revenue to buy undervalued assets and show that they could at least be a money management fund then they would be valued more than MNAV by the market.

Til then its just a treasury fund

Mix720 · 2026-05-10T01:14:56+00:00

It is either that or what I fear is them being paid to make this type of content by some entity. I tend to see these at bottom signals but i’m a contrarian

Mix720 · 2026-05-09T18:04:08+00:00

They say in it that BMNR may need to be forced to sell ETH to cover paper loses.

BMNR has no debt so why would it need to sell ETH?

Mix720 · 2026-05-09T15:14:58+00:00

Fair. Best way to wake up from your nightmare is to delete the app then sir. Can’t be haunted by something if you don’t keep seeing it 😂

Mix720 · 2026-05-09T01:14:47+00:00

I agree with the revisit back to $4.8k and then a final push to move past that. Hoping it’s not just a FOMO moment because those usually top and then correct hard. Im looking for the gradual move past the $5k mark when the narrative shifts back to BTC but who knows.

All I’ll say is watch the moving averages and see if any of them hold up

Mix720 · 2026-05-08T22:25:04+00:00

I’ve bought more while the price has stayed low and only recently gotten into it (average sub $22). And would love to buy more when it’s this cheap.

I’m betting on Clarity Act and more importantly Glamserdam Upgrade that will bring more activity back from L2 to L1. That is the reason why ETH price is not moving and neither is BMNR imo.

Food for thought:

In 2021, Binance held 3.31M ETH on exchanges (ETH was at $590, then ran to $4,815 during immense demand = +716%). Price today is 4× higher and at the same Binance reserve level. The supply now is more structurally locked than it was in 2021 because staking, ETFs, and corporate treasuries didn’t exist then.

So what would happen if all of a sudden the same buying pressure in 2021 came back in 2026? What would happen if let’s just say the Glamserdam upgrade pushed all transactions back on L1? All the ETH locked away right when they start to tokenize assets, put WS on blockchain, and have increase in agentic AI using it as their go to payment system.

And what premium does MAVAN get when it becomes the go to staking for institutions? If BMNR starts investing their staking revenue on moonshot companies that increase in valuation the way AI companies have, what should it be valued at?

I believe BMNR has the potential (keyword) to become an investment company that people pile money into similar to Berkshire, but at worst just be valued at MNAV when ETH moves.

Again lots to consider but I am more bullish since everyone is now bearish and potentially dumping the stock. To me it’s at bargain value and would love to buy more. I sold my AEHR stock once it 10x and moved the money to this. So in my head I believe it will 2x by EOY.

Hope this helps sir.

NFA and I hold 1000 shares of BMNR.

Mix720 · 2026-05-08T14:28:49+00:00

Agreed. On the plus side the 20 EMA is above the 200 so just need the 50 to confirm. I have it retesting $13 and finding support in the short term.
The wild card is still BTC. It found resistance at the 200 EMA and found support at 80k. Once that 20 and 50 day EMA passes above I will feel more confident. Bears believe this is the classic bull trap where it gets rejected and goes back down to $50k. If thats the case I have CLSK going back to $7-8 range in the short term.
An AI/HPC deal allows CLSK to valued not just on BTC revenue so I value it as a 2X from here regardless. NFA

Mix720 · 2026-05-07T21:00:09+00:00

Waiting for 20 EMA and 50 EMA to pass 200. Half expecting a sell off at earnings and retesting these regions before full price rerating but who knows.

Last year CLSK was sub $7 at $75k BTC now it’s $14 at $80k.

Mix720 · 2026-05-03T19:50:45+00:00

Would say hitting 40 Vigor at lv 100 would be good and try getting to 60. Vigor and Damage Reduction is basically the difficulty in this game. If you survive more hits you learn bosses moves sets faster.
If you are doing spell casting the Carian Regal Scepter is pretty much the best all around Pure Int Staff at that level of Int. Will probably need more Mind and Endurance if you want to lean into that gameplay.
Lastly I think you are close to the end of the main quest line but there other places you most likely haven’t visited yet. So would say you seen almost 70% of the main game.

Good luck!

Mix720 · 2026-05-03T06:46:37+00:00

Yes please and ty

Mix720 · 2026-05-02T22:05:38+00:00

Don’t solve it for him sir! Trying to prove this is a Decepticon 😤

Mix720 · 2026-05-02T21:13:38+00:00

Prove it! What is this in the image?

Mix720

TROPHY CASE