VCX
Fundrise Innovation Fund, LLC
Mentions (24Hr)
0.00% Today
Reddit Posts
VCX: $1B ATM dropped yesterday. Stock is trading at 1.6x NAV.
Hot Anthropic pre-IPO plays you don't want to sleep on
I had told ya VCX can do its thing....
Mentions
You missed out on the crazy VCX action
Mate youve got more patience than me typing all that out on a friday arvo the point about the width mattering more than the IV is spot on, half the marks on these are a fantasy if you actually try to get filled. seen some strikes on VCX that are basically a suggestion not a price
VCX is already trading at a 30-40% premium and has multiple things running against it this time unlike with SPCX, but DXYZ is a better bet imo
Interesting VCX is on your list. DXYZ is a much better play in that space.
Check out VCX or DXYZ. There are ways to get access
You can already buy into it PRE-IPO through the ETF, VCX.
Happy to keep on investing in Anthropic via VCX.
Don’t think so if DXYZ and VCX haven’t had their ridiculous pre s-1 run up yet like they did with SpaceX
That’s why stuff like DXYZ and VCX will pump in the coming weeks
just buy VCX, anthropic is their largest holding
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.
Dxyz next time to blow next week. VCX just got cooked
If you want some risk, but potential explosive gains, it’s CRWV. More processing from Anthropic, more revenue for CRWV. VCX is also one the fund owns Anthropic, sizeable position
!p VCX,DXYZ,MU,SNDK,CRDO,RDDT,MRVL,OKLO,CEG
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?
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.
VCX is overvalued and trades at an already ridiculous premoum to its subpar NAV. The price action over the last 2 month should tell you this. Down close to 80% in 10 weeks
Do you think VCX is the better play?
Seethe? One can bearish on Anthropic and bullish on stupidity. It's trading at a discount to its NAV and they have a buyback plan in place for this scenario. They can also issue shares when it's at a premium to its NAV, so I'd make it a short-term play personally. It's competitor (VCX) is trading at a premium to its NAV right now with higher IV on the options chain (at least as of last week). I bought a handful of shares as well as some $40 calls last week. There's a decent chance this stock flirts with 50 sometime next week with Anthropic's S1 being released.
Isn't it VCX? Fundrises recent IPO
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 might do something crzy soon
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.
Fading VCX and moving into DXYZ. Just realized they were more than 10% below NAV and VCX anthropic holding a scam
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 😉
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.
They'll be updating their NAV on Monday I believe. They're heavily exposed to Anthropic (about 18% of their holdings) which they can re-rate at the 2T evaluation that Anthropic is going for with their IPO. They're already trading at a discount to their NAV. There's quite a bit more upside here than VCX, which is literally the same play and has been posted here. I'd add IV is much cheaper, so if you want to scalp some calls, this one has less premium. Not sure I'd call it a squeeze candidate, but you can see from its chart what happens when the NAV re-rates (did it for SPCX pre-ipo). This could run to 50 or higher in a week. Not really a squeeze given the underlying metrics of the stock, but it certainly could re-rate fast.
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.
I’m in for 25 $60 strike for dec. but I’m looking into VCX as well not really sure what seems better
What about VCX. It has been on a small run
Yes, I agree, that's why I am going to sell through the IPO process. Destiny and VCX soared in the weeks prior then came down as we approached the SpaceX IPO.
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.
Anthropic is 21% of VCX. there's nothing showing it's more than that
Anthropic is 30% plus of VCX much better pure play than DXYZ.
Full ported VCX Calls, LFG
$VCX - 500 shares $AMA - 300 shares $INTW - 200 shares
$VCX https://preview.redd.it/8s4zwxznujkh1.png?width=500&format=png&auto=webp&s=5a1697d97e2c2064cb79c4d7a6494ea2028cde85
Yoloed on VCX dip, am I fuck?
Port idea: 100 VCX 100 AMA 100 INTW
Loaded VCX and AMA for power hour, holding till next month
Listed on the **New York Stock Exchange**, Fundrise Innovation Fund, LLC is a non-diversified, closed-end management investment company specializing in late-stage venture capital. It provides public investors access to private technology companies, with significant holdings in firms like **Anthropic**, **OpenAI**, **Databricks**, and **SpaceX**. * **Performance & Volatility:** Since its listing in March 2026 at a net asset value (NAV) of $18.97, the fund has experienced extreme volatility. Retail enthusiasm drove the price to an all-time high of **$575.00** (a premium of over 20x NAV), before correcting significantly. As of August 18, 2026, the stock trades around **$40.85**. * **Structure:** Unlike traditional ETFs, VCX lacks a creation-redemption mechanism to tether its market price to its NAV, allowing for substantial premiums or discounts based on market sentiment and float scarcity. * **Recent Developments:** The fund recently accelerated the expiration of its post-listing share lockup from September to August 2026 to support orderly price discovery and increase trading volume.
Parabolic move on VCX incoming
Held on to my 1200 VCX shares after restriction was lifted. Got cute and sold 10/16 $45 calls. Why do I always make poor decisions???
VCX is bottomed out and ready to rocket
Haven't looked at VCX in over a month. Wow, down to $34. I remember reading comments on the VCX sub when it ran to over 500. Going from paper millionaire to non-millionaire due to lockup period must've been frustrated.
VCX, AMD, AVGO pls
And? How many people in this thread actually bought VCX before it hit the secondary market? Relatively speaking, probably not a whole lot. There are a lot of bag holders here.
VCX holds only data bricks out of the ones you mentioned I believe. That fund is down, what? 80% since it came out? Lol
VCX is going to absolutely rip today on lockup expiration......anthro, openai, databricks, anduril are the next MAG7 and growing faster than investors anticipated, leading to higher private valuations. The trade is long this name until we get IPO announcements or above $100 imo
VCX up 30% in 2 days because anthropic talking about a $3 trillion valuation and databricks raised at 180 billion. This is going to double by the time Anthropic IPOs
Anyone following VCX it’s up like 45% today
load up on $VCX - heading back to $100
VCX +23% overnight after +20% today. Easiest way to play Anthropic IPO and Databricks, OpenAI, SpaceX rally
VCX going to defy physics again
VCX going to absolutely fucking moon tomorrow..yall have no idea what kinda face ripping melt up we’re about to experience
Y'all slept on VCX again today. Now the opportunity is gone. I called it a month ago: [https://www.reddit.com/r/Shortsqueeze/comments/1v6hjkl/vcx\_the\_one\_truly\_wonky\_setup/](https://www.reddit.com/r/Shortsqueeze/comments/1v6hjkl/vcx_the_one_truly_wonky_setup/)
Bought Puts with that VCX pump.
VCX VCX VCX - Share unlock tomorrow 8/14 going to PUMP so hard....anthro and openai growing faster than investors anticipated...........dawg
It hasn't sunk as much as VCX, that feels like a biiiiiiig scam. Totally buyer beware.
Yeah I turned $30k into $180k and would have made like 500k had I kept all my puts until expiration. Biggest regret next to selling my VCX puts too early
VCX (allocation 21% Anthropic, 18% Databricks, OpenAI 10%, Anduril 7%) is down to $34 from $304 in 15 weeks.
Yep, which strike did you hit. I had some on VCX sub telling me some good ones. I was quite heavily short positioned due to my hedging that I didn't care. Those 15 minutes were sure like 0DTE.
VCX got hammered today, I would stay away until it’s close to $20-30, the Actual net asset value is closer to like $15-20
VCX- but it’s very overvalued relative to the value of assets it holds
[https://www.reddit.com/r/VCX\_Fundrise/comments/1v6f7pb/the\_vcx\_ff\_share\_math\_doesnt\_math/](https://www.reddit.com/r/VCX_Fundrise/comments/1v6f7pb/the_vcx_ff_share_math_doesnt_math/) Take a look at the table at the bottom. Yes nothing is ever certain do your own DD. I think we understand clearly how it did what it did so far.
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.