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taishiro
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Public endorsement by the conflicted principal can accelerate momentum or invite extra legal and shareholder scrutiny that slows it down. Both dynamics are already visible.
What this means for markets (and why DeFi/crypto natives should pay attention)
From a pure capital-allocation view, the merger conversation is partly about the cost of capital for compute and physical AI. Debt-financed GPU and infrastructure spend is different from cash-flow-funded spend.
$SPCX
taishiro
这既是一个特点（长期愿景一致），也是一个风险（利益冲突审查）。
特斯拉的批准门槛是所有流通股的50%，而不仅仅是投票数——这一门槛故意设得很高。SpaceX 已经指出，任何交易仍需其控股股东的批准。
这属于典型的控制溢价和公允意见范畴。经历过 SolarCity 事件的资深人士将密切关注独立委员会的流程。
#SpaceXTeslaMergerTalks
