The company’s financial results have also come under pressure from its aggressive cryptocurrency positioning. In May, Trump Media reported a staggering first-quarter net loss of $405.9 million on just $871,200 in revenue, widening sharply from a $31.7 million loss reported during the same period a year earlier.

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Tom Lee, chairman of Bitmine and cofounder of Fundstrat, speaking at Consensus 2026 in Miami (CoinDesk)

Fundstrat’s Tom Lee argues that trillions in new IPO supply from SpaceX, Anthropic, and OpenAI could ultimately be absorbed by underallocated investors.

What to know:

  • SpaceX, OpenAI, and Anthropic are all reportedly looking to IPO in the U.S. market.
  • Tom Lee estimates the three IPOs could create trillions in post lock-up supply, equivalent to 5% to 6% of the S&P 500’s market capitalization.
  • Lee says Wall Street sees tokenisation as a major opportunity because blockchain…

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