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![AlphaPhantom01 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1909276137290616832.png) Alpha Phantom [@AlphaPhantom01](/creator/twitter/AlphaPhantom01) on x XXX followers
Created: 2025-06-23 16:58:19 UTC

🚨 SPAC Summer 2025 Thesis 🧠🔥

Part 1:

It’s not just hopium. The setup is real—crypto, AI, and nuclear SPACs are lining up for asymmetric upside. Macro is shifting, narratives are heating up, and pre-deal plays like $DAAQU $RTACU $GSRT are showing signs. Here’s why this could really run 🧵

Part 2: Macro is flipping risk-on 📉➡️📈

The Fed is pausing or cutting, inflation is cooling, and small caps are bottoming. That’s the sweet spot for SPACs—illiquid, levered bets on future narratives. Retail capital and momentum algos love volatility. Risk assets waking up = SPAC season loading.

Part 3: Narratives are 🔥 again

Crypto’s back $BTC ETF flows, $ETH staking unlocks). AI is still ripping ( $NVDA, $MSFT CapEx wave ). And nuclear is getting love from both energy hawks and ESG bulls. #SPACs like $DAAQU $GSRT $WENNU are positioned to front-run where late-stage VC is going.

Part 4: Supply/demand setup 📊

Many of these SPACs have thin floats + ½ warrant structures = less dilution + more upside. There’s a backlog of targets + sponsors ready to deal. PIPE capital is tight, so they’ll need public market love. That’s where we come in early—before the DA pop.

Part 5: Structure is better now 🧩

2021 was full of trash full-warrant SPACs w/ no real targets. That’s changed. Now it’s tighter: ½ or ⅓ warrants, better teams, smarter sponsors. IPOs like $RTACU $RTAC show appetite is real. Cleaner cap tables = more sustainable moves when a deal drops.

Part 6: Catalysts + meme flow 🚀

$RTAXU, $YORKU linked to MAGA/trump phone buzz. $GSRT is above $XX on nuclear deal hype. @chamath  rumors back. @elonmusk #AI push via @Grok spills into adjacent tickers. The whole market’s bored—this is where narrative capital rotates when it wakes up.

Part 7: TL;DR

We’ve got:

✅ Macro tailwinds
✅ Real narratives (AI, crypto, nuclear)
✅ Leaner #SPAC structures
✅ Meme potential + volume uptick

SPAC Summer 2025 is asymmetric, pre-DA, a #trumptrade and quietly getting loud. You’re not late—but you don’t want to chase either. 🧠🚀


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**Related Topics**
[inflation](/topic/inflation)
[fed](/topic/fed)
[$gsrt](/topic/$gsrt)
[$rtacu](/topic/$rtacu)
[$daaqu](/topic/$daaqu)
[macro](/topic/macro)
[coins ai](/topic/coins-ai)
[federal reserve](/topic/federal-reserve)

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