Over the past weekend, the BTC market was tumultuous, and its fluctuations attracted attention. Many in the cryptocurrency community speculated whether Trump and Musk had really parted ways. Many media outlets reported that the two might have joined forces to 'profit off the market,' but I have no data to confirm whether the market was indeed profited from, so I cannot jump to conclusions. However, after in-depth analysis and observation, I can confidently tell everyone that they are not at odds; instead, their relationship is extremely close, and they can be considered comrades in arms.
By the way, last night's live stream ended a bit late, and when I got up today, the sky was already dark. After tidying up and clearing my thoughts, I prepared to thoroughly analyze the recent behaviors of the two. I'm sure everyone has heard the information on the X platform, so I won't elaborate too much here; let's dig deeper into the hidden truths behind it.
It is important to clarify that the U.S. president and the world's richest man are not comparable to ordinary people. The appearances they present to the public are often merely visual displays; what truly influences everything are the complex interests behind the scenes.
The ignition point of the conflict between the two is the 'Beautiful America Act.' After careful reading, simply put, this act tilts benefits towards traditional manufacturing and offers many incentives, while Musk's Tesla has not benefited from it. Musk couldn't help but feel indignant, thinking that he had contributed $150 billion to the country, only to see these benefits handed over to others, leaving him with nothing. Therefore, he was very dissatisfied with Trump, even stating that he hadn't even read the bill. Subsequently, Trump expressed disappointment in Musk, and the two began to argue on the X platform. During this period, events such as the Epstein list, insinuations about Trump being involved in Lolita Island, threats to shut down SpaceX, and Trump canceling favorable policies for Tesla unfolded in succession.
In a fit of rage, Musk declared that he would form his own political party—the American Party. Those in the cryptocurrency community are much better at speculating than I am; regarding the many details, I already mentioned them in the live stream, so I won't elaborate here. Next, let's explore what kind of interests are driving this behind the scenes.
Behind Trump stands the capital forces of the traditional energy faction, while Musk represents the new energy camp. The two are inherently in opposition, so it is inevitable that they will accuse and verbally attack each other due to conflicting interests. Besides Tesla, Musk controls numerous enterprises, but is Tesla really his most profitable company? The answer is not necessarily so. The most promising is SpaceX, which is dedicated to sending humans into space. This project holds multiple advanced technologies, covering rocket launches, Starlink satellites, and internet services, among various fields. As the business continues to expand, SpaceX has become Musk's most lucrative project, its value far exceeding that of Tesla. After all, aerospace and automobiles belong to completely different industries, and there is a world of difference in value; a space trip cannot be compared to purchasing a car! Although Tesla, as a publicly traded company, has considerable market value, the potential of SpaceX, which is not publicly traded, is limitless, and its value may have already surpassed Tesla's. Furthermore, Musk's development of brain-computer interface technology is also worth noting. The 'Beautiful America Act' targets Tesla specifically and is not aimed at Musk personally; its focus is solely on Tesla as a company.
Let me use a vivid metaphor: I have a very close relationship with a certain friend, which is well known. We often discuss issues together, frequently dining, singing, and playing games privately. Whenever we sing together, we both know very well that there must be matters of mutual interest. If one day we suddenly have a fierce argument on the X platform or in a public setting, would that be real? Shouldn't we first make a phone call, sit down for a meal, drink, and sing to resolve problems? As long as it hasn't reached an irreparable point, there's no need for public arguments. Moreover, these are heavyweight figures like the world's richest man and the U.S. president! They meet once every 11 months; if there were no exchanges of interests, could it purely be a matter of integrity? If someone really believes that, they must be a 'great genius,' and the future will be bright.
To get back to the point, Musk, being an extremely intelligent person, should know that if the two publicly argue, the stock prices of both Tesla and Trump will inevitably be impacted. Even if the stock price does not plummet, any normal person would pause to think that maybe they should first communicate on the phone or meet to discuss. After all, hundreds of billions are not a joke. Furthermore, if they know the stock price is about to drop, shouldn't they plan ahead to achieve the goal of profiting off the market? In this way, the analysis seems reasonable. Faced with an impending collapse, they may have long been prepared to reap the benefits.
As previously mentioned, the capital camps represented by Musk and Trump are opposed to each other. Musk's response to JD Vance on Twitter seems to signal something. He pinned a tweet about forming a new party, attracting over 5 million votes, with 80% in support. Is it really worth such a commotion to establish a new party and pin a tweet just because of one bill? After Trump's failed campaign against Biden, he also claimed he would form a new party. Musk seems to be following the same path, and the connections in this are intriguing.
In fact, the passage of the 'Beautiful America Act' is for Trump to account to the traditional capital camp behind him. The more opposition voices there are, the harder it is for the bill to pass, which only highlights the effort Trump has put in. You see, even Musk's Tesla stock price has fallen significantly because of this, and even if the capital behind them knows that the two might be acting, they are powerless. Next, when the capital tries to have Trump continue to work for them, he claims he is powerless. At this point, Trump wants to 'take money without doing anything.' If the capital continues to exert pressure, Musk may switch to the Democratic Party or establish a new party, thus supporting JD Vance (this possibility is very high). Musk has 220 million followers on Twitter, and even if Trump leaves office in 3.5 years, Musk is still young and has a strong influence in the new media sector. Once the person he supports comes to power smoothly, the Republican Party will face a huge crisis, and the capital behind you will also suffer heavy losses. Therefore, the conflict between Musk and Trump is actually sending a signal to the underlying capital to let them know when to stop. Thus, Musk's pinned tweet about forming a new party is the real key to this incident, which is likely a play they discussed in advance, aimed at countering the traditional capital forces behind them!
Musk and Trump have long been secretly coordinating, plotting how to deal with the traditional capital camp behind them.
