Why SpaceX IPO Is Draining Crypto Liquidity

On this episode of The Cryptocurrency Economy, Lucas and Luna tackle a question that has been buzzing across crypto Twitter for weeks: is the SpaceX IPO starving digital assets of capital? With SpaceX raising $75 billion in what is shaping up to be the largest IPO in history, retail and institutional investors alike are rotating out of crypto positions to get a piece of the action. Lucas breaks down the mechanics — how a record-setting IPO can pull liquidity from risk-on assets, why Bitcoin has been flat despite positive macro signals, and what the shrinking stablecoin supply tells us about where money is flowing. Luna brings in the numbers: SpaceX's retail allocation was cut to the low 20 percent range, meaning demand is far outstripping supply. The hosts also explore whether this is a temporary rotation or a structural shift in how capital allocators think about crypto versus traditional equity offerings. Plus, a look at how the SpaceX IPO frenzy exposes the shallow liquidity of crypto markets in 2026. If you have wondered why your crypto portfolio isn't moving despite good news, this episode explains the giant sucking sound coming from SpaceX. #SpaceXIPO #CryptoLiquidity #Bitcoin #Ethereum #StablecoinSupply #CapitalRotation #IPO #RetailInvestors #InstitutionalInvestors #MarketStructure #CryptoMarkets #LiquidityCrisis #RiskOnAssets #SpaceX #ElonMusk #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo