The narratives surrounding the upcoming IPOs of SpaceX, Anthropic and OpenAI are superficially different but converge on some structural themes: a hunger for AI/Deep Tech exposure and the transformation of IPOs from simple financial events to "geopolitical narratives". The IPO of $SPCX (Elon Musk's SpaceX) is one of the most anticipated stocks of the last 10 years. Its launch is scheduled for late June 2026 with a 30% allocation to retail.
Its narrative encompasses:
- Space travel, rocket construction and global telecommunications.
- Satellite connectivity (Starlink).
- AI (data centers, computing, etc.).
These are the macro themes, but we can also add: launch systems, defense contracts, orbital data centers, xAI integration, and Mars as an extreme optionality.
Considering the launches of Anthropic (controllable AI, partnerships with Amazon and Google) and OpenAI (AGI, cognitive infrastructure, standard layer for AI), many IPO (or ICO, as happened for the crypto market in 2017) usually signal the bursting of the bubble and the end of the cycle. If you remember, the same thing happened with the listing of $COIN (Coinbase) on NASDAQ in 2021: huge FOMO, yet after a few months, the crypto market (and the stock market) collapsed.
DIFFERENCES WITH THE RECENT PAST
These IPOs attempt to revolutionize what the tech world has always been: software-dependent. The new AI/space narratives are: compute-heavy, energy-heavy, and capex-heavy.
To function, they require: energy, GPUs, data centers, satellites, chips, and global networking. We can likely talk about a shift from traditional SaaS companies to AI, semiconductors, and aerospace. The market is pricing in: the likelihood of AGI, the space economy, job automation, and new infrastructure monopolies.
CONNECTIONS WITH THE WORLD OF BITCOIN, CRYPTO AND DEFI
In this FOMO for stocks, there are also connections with the crypto world:
- Elon Musk's SpaceX holds 18,700 BTC (average load price of $35,000).
- Pre-IPO trading on Hyperliquid. For quick guides: Best Predictions Market and Perps Exchange to Farm: A Complete Guide (2026)
- Partnership between Polymarket and NASDAQ.
- Stocks usable in DeFi (1:1 collateralized on xStocks) or otherwise synthetic. For more info: Wall Street on DeFi? The Complete Guide to xStocks and How to Farm Points (No KYC).
- AI agents use blockchain for their payments (primarily Base Chain).
Article always updated with all the possibilities of on-chain farming (airdrop): Some Sites To Earn Crypto Bonus (Old & New)
