The conflict between Musk and Trump is likely a political game of 'fighting without breaking'. Given the current trend, it is highly probable that Trump will ultimately take a step back, providing Musk with a way out, such as making some adjustments in policy to exchange for Musk's cessation of public criticism, allowing market sentiment to gradually restore calm.

The cost of this 'reconciliation' may manifest in several ways: reconsidering support policies for electric vehicles or space projects, restoring some of the reduced aerospace or military budgets, or continuing to provide Musk with resource advantages on certain projects. These are all areas where Trump can 'give a little', and they are the bargaining chips Musk desires.

The current market decline is actually more of an instinctive reaction from investors to the uncertainty of the situation. Once the storm passes, public opinion cools down, and Musk moves from a 'hard stance' back to the negotiation table, the market will naturally begin to warm up slowly.