The Essential Reason for the Conflict Between Musk and Trump
The Incompatibility of "Globalized Business Logic" and "Populist Politics"
The Trigger: The "Big and Beautiful" Bill
The Ultimate Payer: Musk and You and I Holding BTC
The Bystanders of Tesla Stock
How to Turn Crisis into Opportunity
First, Understand Musk's Anger
Tesla Relies on Global Supply Chains
Deeply Resents Trade Protectionism
The Big and Beautiful Bill Eliminates Tax Credits for Electric Vehicles
And Strongly Supports Traditional Military Enterprises like Boeing
Cancelled Musk's Recommended NASA Director Nomination (Isaacman)
Will Severely Impact SpaceX's Competition for NASA Contracts
Rumor Has It That Musk's Position in the DOGE Department Was Also Stopped by Trump
From Musk's Perspective, "Trump is an Ungrateful Guy"
Trump's Motivation for the Falling Out
Musk Has Too Much Influence and Is a Reckless Reformer
The Reform in the DOGE Department Not Only Hits Competitors
But Has Also Started to Affect Trump's Supporters, the "Traditional Interest Groups"
Traditional Energy, Military Industry, and Populist Voters
Are the Basic Support Base for Trump to Maintain "Populist Authoritarianism"
Musk Doesn't Care About These
To Put It Bluntly, Musk is Essentially a "Silicon Valley Elite"
Coupled with the Incompatibility of America First and Globalization
Dissatisfaction Among Core Team Members Like Vance Towards Musk Intensifies
Considering That Not Being True Friends Makes It Easy to Raise a Tiger for Trouble
Musk, This "Outsider Strongman," is Shaped into a "Crazy Businessman"
Predicted Outcome: Incompatible Contradictions, Mutual Loss Already Determined, but Trump Has the Upper Hand in the Short Term
Points to Watch: The Senate Vote Result on the "Big and Beautiful" Bill
And Whether the Bill Will Be Amended to Retain Some Electric Vehicle Subsidies
How Bystanders Turn Crisis into Opportunity
Tesla Is Very Likely to Provide Buying Opportunities at Recent Low Prices
Start Dollar-Cost Averaging Below 250
Bitcoin May Experience a Spike Below 100k, Stabilizing for Participation
If You Have Multiple Strategies Running Concurrently
Just Hold Your Existing Positions
For Adding Positions, Follow the Principle of Not Losing Money if Not Participating
But If Participating, Aim for Big Profits
In the Later Stages of a Bull Market, Try Using Options and Other Derivatives
To Bet Small for Big
Don't Let Your Cash Turn into Locked Positions
I Have a "Connection" with Tesla
Having Profited Multiple Times on Tesla Stock
This Time I Support Musk
He Proved Himself to Be a "Straightforward, Idealistic" Boy