News

Odaily reported that Bloomberg senior ETF analyst Eric Balchunas posted on X, stating that trading around SpaceX leveraged ETFs continues to heat up, with cumulative trading volume exceeding 3 billion dollars—a significant increase from around 1 billion dollars the previous day. The market is showing a “complete influx of funds.” The current market can almost be described as a “total feeding frenzy,” and he also said that previous doubts about whether there was enough trading demand to support multiple leveraged ETFs with the same underlying asset have been disproven by market data. Eric Balchunas added that at this stage, almost all similar ETF products have reached or exceeded 100 million dollars in size, showing that market demand far exceeds expectations. Among them, SPCH had a single-day trading volume of about 1.3 billion dollars, setting a historical record for the second day after ETF listing, even surpassing IBIT’s approximately 500 million dollars over the same period. Although LeverageShares leads in trading volume, SPCF (ProShares) has been stronger in net inflows, recording about 184 million dollars of fund inflow, while the second-highest product only saw about 45 million dollars. All products recorded positive inflows, with overall net inflows of about 308 million dollars, although it still needs 1 to 2 weeks to see the final pattern of fund concentration.

BlockBeats News, June 17th, Serenity stated in a post that, if its assessment is correct, LPK had previously stated that "80% of the world's major customers have chosen LPKF equipment." It believes that glass substrate is clearly becoming the next direction of packaging technology transformation. Serenity indicated that based on the expected timeline, key players such as Absolics are expected to ramp up in the second half of 2026, with Samsung Electric and its partners expected to make progress in 2027. This will be followed by significant technological transitions such as TSMC's CoPoS, possibly around 2028, although it is still unconfirmed whether LPK has the upstream exposure. Serenity stated that the mere statement of "80% of customers choosing LPKF equipment" is already remarkable. Its personal expectation is that as relevant production capacity reaches volume production stage, the market may eventually factor this in the price. It disclosed that it currently holds LPK. The upward movement may not necessarily require a significant news catalyst; it may just be the market gradually approaching the timeline of mass production.

Jinse Finance reports that as SpaceX is set to be included in several mainstream index systems, passive investors may end up holding this stock involuntarily, thereby being forced to bear a significantly increased portfolio volatility risk. Multiple index providers—including CRSP, Nasdaq, FTSE Russell, and MSCI—have already made rule adjustments to include SpaceX in major indices. Analysis notes that since SpaceX's current implied volatility is close to 120%, about three times that of Bitcoin-related ETFs (such as IBIT), it will become one of the most volatile components within the S&P 500 and Nasdaq 100. Industry insiders believe that once large ETFs (such as Vanguard Growth Index Fund) passively include SpaceX exposure, it will significantly raise overall index volatility and spark debate over “passive investors passively bearing high-risk assets.”