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DD: $DXYZ: The Dumbest Smart Trade Before the Anthropic IPO
DXYZ Might Be the Dumbest Smart Trade Before the Anthropic IPO
VCX: $1B ATM dropped yesterday. Stock is trading at 1.6x NAV.
DXYZ YOLO because I enjoy watching AI bubble boys seethe
DXYZ YOLO because I enjoy watching AI bubble boys seethe
One Week Left - What is the Best Way to Get into Anthropic Pre-IPo
NVIDIA's 8-K says OpenAI is the tenant. It also says OpenAI pays NVIDIA back if OpenAI can't pay its own rent. We pulled the filings.
Hot Anthropic pre-IPO plays you don't want to sleep on
What are your Top ETFs Picks so far this year? Beyond VOO, VT, VXUS?
Your Destiny (DXYZ) - The Anthropic Trade Most People Aren't Taking
Playing $SPCX like the memecoin shit-token it is
Tired of these SpaceX equivalents of beyond burger?
3 funds that already hold pre-IPO shares of the upcoming IPO
tired of beyond burger SPCE? try these for the real deal instead
Can't buy SpaceX directly yet. Here's everything that moves with it.
[DD] STCK vs DXYZ: Why I Went With Stack Capital for SpaceX Exposure
SpaceX exposure before IPO is gaining too much buzz. Is it worth it?
$DXYZ. Get in before the IPO. Top Ten Holdings
Why I’m NOT Buying DXYZ: Major Red Flags Most Investors May Be Missing
What's the best way to gain leverage before the SpaceX/Anthropic IPO frenzy? Let's put our heads together
How to buy SpaceX stock before the IPO in 2026? I compared XOVR, DXYZ, ARKVX and VCX so you don’t have to.
While the world obsesses over VCX is Stack Capital (STCK.TO/STCGF) the sleeper SpaceX/VC play?
26 MARCH 2026 , WHAT ARE THE BIGGEST WINNERS IN STOCK MARKET RACE TODAY ?
Relative value play between VCX and DXYZ for the AI exposure
Relative value play between VCX and DXYZ for the AI exposure
$VCX – The Private Tech Play the World is Sleeping On
$VCX – The Private Tech Play the World is Sleeping On
$10k to Drop on ONE Stock (Only Spot) – Need Help Picking! 🚀
Best way to get exposure to private tech companies like SpaceX and XAI?
Mentions
DXYZ and vcx my friend, try it out
Stocks or ETFs? I definitely made money on two of the ETFs that held pre-IPO SPCX. I expect to do the same with DXYZ, maybe others. But, yes, stocks will take a longer fuse to recognize the investment so not an IPO pop per se.
Buy DXYZ! Vcx is going back to $23 easy. Dxyz will shoot past $70, maybe ever $100 in next two months.
The ATM is basically a built in ceiling now. Every time it rips, shares get sold into the strength. Premium that high just gives them a reason to print. The DXYZ comparison is apt but VCX started from a lower base so the grind down might look different. Curious how much of that $1B they actually deploy this quarter.
Just bought DXYZ calls expiration date 10/16
With accelerating revenue run rate, I could actually see a much higher OpenAI target valuation by the time they do IPO next year. It does depend heavily on the success of this Anthropic IPO, but my money is on both going well. Either way, NAV is climbing for DXYZ, and although it trades at both big percentage discounts and premiums to NAV, these IPOs only stand to raise their floor as far as I’m concerned.
DXYZ fund manger bought 1.7 mil in shares last week
I have no doubt DXYZ will skyrocket. It's just nuanced, theres a lot of factors affecting if, and mainly, how much it will skyrocket. Also, the NAV right now, presumably, is not far off 35. Of course, Anthropic overperforming will change that dramatically. But mainly the increase in the share price would come from a massive premium (like it was during the SpaceX pre S-1 phase). Right now to my knowledge DXYZ is actually at a discount compared to its NAV (or it was a few days ago at least)
Not that simple and it depends on the latter's S-1 filing and when it happens. But if Anthropic performs well it could get DXYZ past 70 on its own Its worth it to keep in mind that DXYZ has reached such peaks before because of premiums, not pure NAV, so that is another factor to take into account. There are quite a lot of factors with this fund.
Anyone else playing DXYZ?
Always remember DXYZ is pronounced Dicks Easy. That’s all you need to know about it.
DXYZ fund manager just bought a ton of 56000 shares
Keep the volume pushing on DXYZ
DXYZ printer turned on this week
DXYZ printer activated this week until the S-1 drops
why the fuck are there so many DXYZ shills on reddit now
!p VCX,DXYZ,MU,SNDK,CRDO,RDDT,MRVL,OKLO,CEG
How do we feel about DXYZ calls ahead of Anthropic’s S1?
https://preview.redd.it/0zdatvszxpnh1.jpeg?width=1206&format=pjpg&auto=webp&s=9407eb56d8f690559d01a2d508912baae9eb9273 How we feel about these? If you know DXYZ then you know why… DYR
Around the IPO what happened was the price of NASA declined to about the level of NAV. Basically the premium to NAV eroded. That can't really happen with DXYZ because it's already trading slightly below the official NAV. It's a completely different situation because NASA was trading at like 2X NAV.
You're talking about the premium to NAV compressing. DXYZ is already selling below NAV. If you are bullish on Anthropic, the NAV will rise.
Zoom or DXYZ, both underpriced with large Anthropic positions
The reason it is trading below the June 30 NAV is that SPCX went down 19% since June 30, as of yesterday. It is likely trading at NAV. Still bullish on DXYZ but there is a reason it is below the June 30 NAV—one of its main holdings went down.
VCX may be trading at a premium, but I do think it genuinely has better holdings. VCX has >20% Anthropic, 10–20% OpenAI, and 10–20% Databricks, plus other names like Anduril. DXYZ only has 18% Anthropic, 4% OpenAI, and \~2.5% Databricks. DXYZ is at a discount for a reason IMO. Its main appeal is really the Anthropic exposure, while almost 57%(!) is still sitting in Treasuries/cash yet you’re paying higher fees than VCX. So it’s basically VCX at a premium vs. DXYZ for cheaper Anthropic exposure. Either way, I think both rally - who even cares about NAV in this market?
I’m all in on DXYZ option calls for October. It’s all or nothing
You’re absolutely right, no doubt. But can’t the same be said about DXYZ? I know it’s trading about at about its NAV, VCX was ridiculous but at $35-40 it’s like 1.6x nav. Dumb question but is that really a huge difference when it was trading at like 10x nav?
I don't. VCX seems to have more retail interest. But DXYZ both in terms of its price relative to NAV and IV is a much better play.
I don't know much about DXYZ. Are you suggesting they calculated their $34.3 NAV by putting only $1T on Anthropic and $850B on OpenAI? Why would they not put a $2T market cap for Anthropic?
DXYZ is poorly managed imo. That”s why it’s taken a beating.
No DXYZ is easily the better play that's what his comment was referring to
why is there so much DXYZ shilling all of a sudden
Well, DXYZ dropped to $31.00 today but finished solidly in the $1.10 in the green and seems to have started gaining momentum. Still looks like a strong pre-IPO play in the short run, particularly if volume increases when Anthropic announces next week. But there are some decent countrpoints presented in this discussion, particularly on the fees for long term holders.
ZM has \~11% of its market cap in anthropic. Buts its a huge multi billion company. DXYZ can trade more violently and its NAV could have a hefty premium once the anthropic IPO is all over the news. For a short term trade DXYZ would have better exposure. For anything long term ZM is better.
Here comes the DXYZ run
DXYZ only really has Anthropic, at a lower percentage of the fund than VCX. SpaceX is 10%+ the fund which is useless now that it’s public and holds 50%+ cash all with higher fees. But yes, I agree, it’s below NAV. Pick your poison
VCX has a tone of SPVs that have shit ton of fees. They actually just got found doing this I think. Like the exposure to anthropic was I know a guy who knows a guy who knows a guy.. and so on. DXYZ is a very clean cut way of anthropic exposure. And they are not trading at a premium to NAV at all like VCX, actually a discount 10%
I bought some shares and a small amount of calls on this one last week. I am not a fan of Anthropic personally, but like SPCX, it's as good a play as any to potentially profit off of this AI nonsense. I'd add that the NAV's value of Anthropic is based on its June 30 evaluation. Anthropic's S1 should be released next week, and if they are in fact seeking a 2T evaluation, then DXYZ's NAV should increase pretty substantially. VCX is the other option BTW, though DXYZ trades at a discount to its much higher NAV where VCX is trading at a premium. I'd add that DXYZ is authorized to buy back shares when the discount to its NAV is substantial, which creates a nice floor at the moment. I think there's a pretty good chance this is trading above 50 at Sept OpEx.
DXYZ had a NAV of $34.3 per common share on June 30. July most likely was a bloodbath. A 15% per cent position doubling is not going to cut it. Maybe a decent short a week after IPO.
i am not talking about the anchor ticker though. I am talking about NASA, in the case of SPCX and DXYZ in the case of OpenAI.
DXYZ was $100,000,000 in the B round. But what was a larger share early on has been diluted to under 1%. So, not looking to overstate their share of Anthropic. But that is still a hearty 15% of a $975M fund. So, a $2T or more valuation should still give the DXYZ closed ETF a kick in the pants.
People didn't learn from SPCX didn't they? All these little tickers that are thriving because of "exposure to OpenAI" are going to plummet at IPO. I am talking about DXYZ. Why? Because their moat ends that day when everyone gets exposure to OpenAI. Did you not learn your lessons from NASA a few months back?
Next week is when the S1 will supposedly be released. I think DXYZ is the best play. I own some SKM too, but the DXYZ is trading just below its NAV (it usually trades at a premium) and it has a low share float of 30M shares. With the Anthropic announcement after Labor Day…the value of DXYZ’s investment could double instantly and the shares could rise with Anthropic demand. This the week to get in before the S1 is made public after Labor Day.
Anthropic catalyst in one week. DXYZ is under its NAV and has only 30 million share float. At $31 and a small float in a closed ETF, it could fly.
DXYZ face ripper into next Friday
Fading VCX and moving into DXYZ. Just realized they were more than 10% below NAV and VCX anthropic holding a scam
DXYZ…getting in before the Anthropic prospectus is released next week, not after (like I did for SPCX…though still worked for a post IPO flip then)
DXYZ boutta moon to oblivion
Bad day for VCX, DXYZ and AMZN, GOOG. Bad news on Anthropic. But don't quite know what's it? 🤔
DXYZ the play for coming weeks. 14% anthropic, 57% cash. NAV dropped Friday at 34.3 (valued at 900B anthropic valuation), closed AH at 32.3. Its counterpart, VCX dropped 1/3 of its anthropic stake. It had a huge run up to spacex IPO before it dropped the s-1 filing, I expect on par anthropic, maybe even more considering anthropic should be an even bigger IPO. I like the $60C for December … DYOR 😉
DXYZ might pop in coming weeks with anthropic IPO. Recently reported NAV increase of 40% and that’s just from June 30. 14% Anthropic and 57% cash. Did the same thing when Spacex was about to IPO
I believe the best proxies for these are VCX and DXYZ. I've got some calls on DXYZ for September as their NAV gets updated Monday. Hoping for a pop now that Anthropic is going for a 2T evaluation.
DXYZ is a much better option than SOF.
DXYZ gunna rip off the Anthopic announcement
I wasn't expecting to see DXYZ here. I was planning on buying some Sept calls on that one because they'll be updating their NAV on Monday. They have about 18% exposure to Anthropic which at a 2T evaluation that they're seeking will be a nice markup for the company. They're already trading at a discount to their NAV. It's a similar play to VCX which was brought up here a few weeks ago, except that their options IV is lower and they seem to be in better financial shape. That could easily be 50 next Friday.
DXYZ calls for december going to print so hard
Consider VCX (Fundrise) and DXYZ (Destiny) in the run-up to the IPO. Each have approx 20% of the fund allocated to Anthropic. Both tickers have SpaceX shares, and did very well prior to the SpaceX IPO.
Huge thank you. Sincerely. I *really* need to learn about NAV. I've had a couple trades throughout the year main catalyst centered about the NAV. DXYZ comes to mind.
Anthropic is 30% plus of VCX much better pure play than DXYZ.
I see these as quick in and out plays holding for no more than 3 weeks. I re-entered my DXYZ position 2 weeks ago at 26.30 after selling at 61 during the Space X rally. Looking for an exit anywhere between 45-50. In no way am I holding on or before IPO day
Sold my DXYZ calls probably a mistake but idc
wtf is going on with DXYZ?
Some of y’all sneaky secret mfs got the memo for DXYZ and didn’t tell a thing
DXYZ is 22% exposure to Anthropic it probably still has room to run
why the fuck did I buy DXYZ
I’m buying 50k-100k in puts on Monday. I’m absolutely certain in will tank once the shares unlock. It’s float will go from 5m to 32m shares, and people want out. DXYZ, RVI, PWRL all close ended funds are trading at NAV or below, VCX is the only one trading at a 200% premium left. Once those shares unlock it will quickly revert back to NAV.
You actually can - check out DXYZ and VCX as an example.
It's all FUGAZI they need to retail to dump on it. If you want some space action get ETF like DXYZ.
**At least we're not in $DRAM!** Please tell me you're not in $DRAM... (Also what? $DXYZ has a \~5% ER? Talk about robbery) Day 1 of letting the small portfolio cook, not chasing runners. Perhaps I'll start back up in a month or so but I needed to take a break; there're always opportunities to make money in the market & my body/mind deserves a break from the stress, all over such a small amount of money. **I'm holding $NIXX, $CAPS, $RAIN, & $SLNH**, as they all entered my buy zone on Friday. I've been watching them for a while & believe they all have generational wealth potential in the long term. Good luck to everyone out there! Remember to take your profits; what goes up most likely will come down! 🤙
DXYZ down 60% since he called it.
I bought DXYZ at 26. Who cares about falling knives? That mismatch to NAV is insane. Pretty sure I know why too. Their biggest holding is Anthropic. Real deal AI.
Mind me asking why DXYZ?
And just to be clear I mean DXYZ.
Have not heard about this ARKK fund with Cathy Wood. Have heard of ARKVX. I want to moon DXYZ because I know they can start exiting IPO after IPO in the next two years. 10 to 100 bags. I am thinking to put the limit order at 3000 to get out. But it takes speculation to get that price you won't be able to do that with Arkvx [https://www.ark-funds.com/funds/arkvx](https://www.ark-funds.com/funds/arkvx)
They have not even reported how many shares of SPCX they have aquired. That will be on June 30th. They also have two other ponies in the stable maybe you heard of Anthropic that just filed in June for a IPO. and that position is larger than SPACEX. OPENAI is also in there plus all the best midcap IPOs coming out. They have 36 companies 35 are private. Only one exit plus enough cash to acquire 64 more companies pre IPO. done no DXYZ is baby. It has not even got to puberty yet. Wait till they IPO 15 companies before you say this.
mine is 250 by December. So I need this DXYZ to head to the moon!!
Well this DXYZ is designed to acquire 100 companies only 36 right now. and try to IPO ALL OF THEM SO FAR ONLY ONE SPCX. HODL no but you could let them grow from a baby to adult. See what they can do once they exit ten companies at least. you can buy dips and sell peaks along the way. I am up today so i am happy.
By decemember with the excitement of three trillion dollar companies IPO for the first time ever. Hype could drive this stock to 10 x NAV. and NAV could be 10X where it is now. Many small companies will IPO after the big three. if this DXYZ gets momentum it could 10 or 20 bag in a year and maybe in two years 100 bag. Moon baby. Undervalued today and with Elon Musk owning 46 % of SPCX and wanting 50% good luck shorting it thinking its overvalued.
Yeah I bought in a year ago and it doubled then they diluted to buy Anthropic and it dropped. So Instead of getting angry I bought the dip. Why Because now they have their first IPO SPCX of thirty companies. The biggest IPO of all time. And two others that could beat that mark Anthropic and OPENAI still to come. This DXYZ is simple to me over the next 30 months buy the dip sell 100X. Those three companies will drive the Bull market along with Google and Nivida. So buy DXYZ and hope 10 or 15 of the smaller companies also exit and hold on tight!
Well I bought more on the Dip. You know they only issued 5% of new SPCX stock so its not that easy to get a large amount. I saw some dilution in March I think and people forget Elon Musk owns 46 % and wants to control the company so it is unlikely to fall. DXYZ owns north of 100k shares. Plus quite a bit of Anthropic which filled for IPO in June and OpenAI not to mention they have 30 other Companies and raised much cash to aquire additional 60 companies. I say the dip was caused by lack of confidence in SPCX valuation but they don't consider Elon Musk owning such a large amount. DXYZ will be one of the top 10 holders of SPCX the largest IPO ever. So I say it can go to the moon. I bought more and if it dips I will keep buying. Once June 30th comes they will have update holdings and I believe that you will see a much higher NAV as well as cash holdings. Undervalued and great short term and mid term hold. I see 2 3 maybe 10 bags this year. If the market blows up like 1999 I think it could be 100 bagger though unlikely. Right Now DXYZ is definitely Undervaled hypergrowth ETF. Owning the 3 biggest IPO in HIstory ever. Plus 30 other companies like Chime or Revolt that could also IPO and explode. This Closed ended fund could be a millionaire maker. Who is with that!!
DXYZ long term is going to be a winner if bought under $30. It has a lot going for it (and based on their track record will make good future investments as well). Some more big IPO’s this year too.
Bought calls on DXYZ late Friday. Time to Brrrrrrrrrrr tomorrow!
That's where people got it wrong, DXYZ is mostly AI play not juste a space proxy: |**Theme** |**% invested**|**% NAV total**| |:-|:-|:-| |AI / Models / AI apps|\~45.6%|\~31.1%| |Space / Aerospace|\~27.5%|\~18.7%| |Defense / Autonomous|\~9.2%|\~6.2%| |Fintech|\~6.0%|\~4.1%| |Databricks / AI data infra|\~3.6%|\~2.4%| |Consumer / Creator|\~3.1%|\~2.1%| |Hardware / Chips|\~2.5%|\~1.7%| |Enterprise SaaS|\~1.0%|\~0.7%| |Cleantech / Other|\~1.5%|\~1.0%| |Cash / money market|n/a|\~31.1%|
That's where people are wrong about DXYZ. you screen the holdings and you see it is essentially an AI fund
If you want to own SpaceX, why spend $100 on DXYZ to have $10 in SpaceX when you can have the full $100 by just buying SpaceX?
Why buy a weak proxy when you can buy a real thing? Same with DXYZ
Many people bought it as a proxy for SpaceX, to have exposure, but don't particularly care about anything else they have going on. So now that they can directly buy SpaceX, they sold DXYZ to put that money directly in SpaceX. It's not as much that DXYZ got rugged, they just lost the advantage of being one the few ways for anyone to invest into SpaceX.
i saw that. can you explain why DXYZ got so rugged? shouldn't their exposure be worth something post ipo?