The confrontation between Elon Musk and former President Trump is profoundly affecting the market, shaking the stock prices of Tesla and Bitcoin.
This is no longer just a political conflict but also directly impacts both traditional investors and the cryptocurrency community, posing significant challenges and risks in a volatile market environment.
MAIN CONTENT
Tesla's stock fell sharply after the political conflict, resulting in the loss of tens of billions of dollars in market capitalization.
The value of Tesla's Bitcoin is affected, increasing the risk of a sell-off in the cryptocurrency market.
The future developments of Tesla and the decision to hold or sell Bitcoin will shape the strength of the crypto market.
Why did Tesla's stock decline after the political conflict with Trump?
In June 2025, after Elon Musk criticized Trump's $5 trillion spending package and formed the America Party, Tesla's stock plummeted 14%, with a further drop of 6.8% on July 7, resulting in a loss of $79 billion in market capitalization.
The major risk is policy change when the Republican Party controls the entire US government, which could directly affect incentives for electric vehicles, as well as the $22 billion federal contracts that SpaceX relies on.
"The intertwining of politics with Tesla's business operations is putting unprecedented pressure on the stock, placing the company's future in jeopardy."
– Joseph Thompson, CEO of a technology investment fund, July 2025
How is the value of Tesla's Bitcoin becoming a market risk?
Tesla holds 11,509 Bitcoins, equivalent to an initial value of $1.2 billion. When the price of Bitcoin dropped by 12%, the value of this asset fell to about $951 million, creating liquidity pressure if Tesla has to sell Bitcoin to offset stock losses.
Tesla's sell-off action could lead to a domino effect, weakening liquidity in the cryptocurrency market and causing Bitcoin prices to drop even further.
How do new accounting regulations affect Tesla and Bitcoin?
From 2025, Tesla must report quarterly valuations of Bitcoin assets according to FASB accounting standards. In Q4 2024, when the price of Bitcoin rose to $106,000, Tesla recorded a profit of $600 million, but when Bitcoin dropped to $93,000, the company incurred losses.
This raises investor concerns about profit volatility and questions Tesla's strategy to hold or sell Bitcoin amid political tensions.
What do experts say about the confrontation between Elon Musk and Trump?
Cryptocurrency analyst Nic Puckrin remarked that this conflict was predictable, but media influence makes the market unstable, and rising tensions could worsen the situation.
Anthony Pompliano assessed that Musk might use the Bitcoin holdings to counteract the reduction of electric vehicle subsidies from Trump, while predicting that Tesla would hold or increase its Bitcoin amount to maintain financial stability.
"Tesla will hold Bitcoin as a strategic financial tool during intense policy negotiations with the new administration."
– Anthony Pompliano, Cryptocurrency Investor, July 1, 2025
How will Tesla's future be influenced by politicization?
While Tesla is in a political confrontation, the company still launches robotaxi services in Austin and faces competitive pressure from BYD, a major electric vehicle manufacturer in China. Experts believe Elon Musk needs to refocus on product development rather than politicizing the brand.
Although SpaceX and xAI are less affected by the public market, the Tesla board may urge Musk to realign to stabilize the company and its relationship with the government.
Conclusion: What will Elon Musk decide, and how will it affect the market?
Musk's next steps will be decisive. Holding onto Bitcoin may help stabilize the cryptocurrency market, while a sell-off will increase volatility and drive Bitcoin prices lower. The increasingly close relationship between Tesla and US politics keeps the entire crypto market on high alert.
Frequently Asked Questions
Why has Tesla's stock dropped significantly recently? Due to the political conflict between Elon Musk and the Trump administration, along with the loss of electric vehicle incentives, investors are concerned about the company's future. How much Bitcoin does Tesla own, and what is its current value? Tesla holds 11,509 Bitcoins, with a value reduced to about $951 million due to Bitcoin price volatility. What impact does Tesla selling Bitcoin have on the market? Selling Bitcoin could create a sell-off effect, pushing Bitcoin prices down significantly, negatively affecting the entire cryptocurrency market. How does the new accounting policy affect Tesla? Tesla must report Bitcoin valuations quarterly, causing profits to fluctuate with Bitcoin market prices. What will Tesla's future look like if Elon Musk continues to politicize the company? It could reduce focus on product development, causing stock instability and pressure from investors as well as the government.
Source: https://tintucbitcoin.com/bitcoin-tesla-lao-doc-vi-tranh-cai-musk-trump/
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