SPCX/long
Public markets repricing privates: late-stage demand wave coming as long-only funds re-up post-IPO, marginal trade is up
When a company goes public and the lockup expires, it moves out of that bucket. So this is going to be hundreds of billions of dollars of new late stage demand that is coming back to the market after kind of being out out of the market for a while.
Peak+33.5%