RC

[USMNT Only @usmntonly]

CHRISTIAN PULISIC FOR AC MILAN 🇺🇸🔥

[Cern Basher @CernBasher]

Tesla - Three Bitcoin Strategies

Let's briefly explore three Bitcoin strategies for Tesla.

1) HOLD: They could just continue to hold the 11,509 Bitcoin and using price projections from Michael Saylor's Bitcoin24 Model (see link at the end) this stash of Bitcoin could be worth ~$35 billion in 2035.
This is not a needle mover - why bother?

2) BUY MORE: If they purchased another 21,000 Bitcoin each year (a total investment of ~$205 billion - gotta put all that Robotaxi/Optimus cash somewhere), they would accumulate 242,509 Bitcoin by 2035 - worth ~$740 billion.
Three-quarter of a trillion in profits - not bad - probably worthwhile.

3) BITCOIN TREASURY STRATEGY: This would be the most meaningful strategy.

Elon already understands that holding fiat money is a bad way to protect/grow the purchasing power of money over the long-term.

A Bitcoin treasury strategy would involve selling preferred securities backed by Tesla's Bitcoin holdings (taking a page from MSTR/Strategy's playbook). Perpetual preferred stock doesn't mature - so it's not debt and therefore doesn't need to be paid back. Tesla would be permanently sucking-in fiat money into Bitcoin and reducing its reliance on the US dollar/US government.

Tesla could issue about $185 billion in various preferred stocks between now and 2035 - taking the proceeds from the preferred stock issuance + investing a portion of company cash flows (the above BUY MORE approach) and purchasing more Bitcoin - this would allow them to accumulate about 352,000 Bitcoin worth $1.23 trillion by 2035.
Something in the trillions gets more interesting!

This would serve three purposes:

1) Accelerate Tesla's acquisition of Bitcoin - as it's better to buy as much as you can now, while the price is still low.

2) Rapidly build up capital to support future AI initiatives - like capital hungry AI data center build outs and building fleets of a hundred million robotaxis and billions of humanoid robots.

3) Offer an attractive income stream to Tesla supporters - preferred securities offering yields of 8% to 10% would appeal to many all-in/mostly-in Tesla investors.

Before you say, "Why does Tesla need to pay 10% when they can borrow at 5% in the debt market?" - it's all about the spread between what they pay/borrow at versus what they can invest at. If they borrow at 5%, what can they invest in that's much above that - US Treasuries? No. With Bitcoin, borrowing at 10% seems cheap when you compound at 20% to 50%.

An Added Benefit for Tesla Energy

Because Bitcoin mining is an energy intensive business (similar to AI datacenters), purchasing Bitcoin will support the growth in Tesla's Energy business.

Tesla can play a major role in helping the Bitcoin mining industry power its rigs with sustainable energy and helping them support utility grids - as Bitcoin mining can be shutdown when the grid is stressed, but Tesla's Megapacks can help both - relieving stress on the grid and keeping Bitcoin miners running!

Conclusion: Tesla should choose the third path and become a self-financing Sustainable Energy / Real World AI / Bitcoin Treasury company.

This is the future.

Bitcoin Price Source: Bitcoin24: https://t.co/ZmtMbjJEJY

[Randy Kirk @RandyWKirk1]

BITCOIN ARISING. CERN BASHER says that Bitcoin is like a financial black hole that is gobbling up other poorer excuses for assets. We compare Bitcoin to a Tesla vehicle, and a coin from the realm of Yap. @CernBasher

My YouTube channel and X posts will be leaning more and more into the world of AI, which includes block chains and digital currencies. This is because Elon Musk says that Tesla is an AI company specializing in Robotics.

Look for our book on the subject hitting Amazon in late September.

[RC @rcalabio]

@rajatsoni He is still in Stage 1 of Bitcoin discovery. Everyone has been here. Advance or get stuck and miss the revolution.

[The White House @WhiteHouse]

President Trump is delivering on his promise to MAKE AMERICA THE CRYPTO CAPITAL OF THE WORLD. 🚀🇺🇸

The GENIUS Act protects consumers in the digital market, ensures U.S. dollar global reserve currency status, and combats illicit digital asset activity.

[The White House @WhiteHouse]

✅ GENIUS ACT SIGNED INTO LAW

"The GENIUS Act creates a clear and simple regulatory framework to establish & unleash the immense promise of dollar-backed stablecoins. This could be perhaps the GREATEST revolution in financial technology since the birth of the internet itself."

[Cern Basher @CernBasher]

Strategy (MSTR) - @ 601,550 Bitcoin

Strategy, the World's largest corporate holder of Bitcoin, has now acquired a total of 601,550 Bitcoin (as of July 14, 2025) worth over $67 billion at last purchase (and over $73 billion at today's price).

A fiat money vacuum: So far this year, Strategy has issued stock, convertible debt, and more recently, three different preferred stocks. By issuing various Bitcoin-backed securities Strategy is pulling money from the bond market, and from other investments like real estate, cash, gold and equities - with this capital all flowing into Bitcoin - so that Strategy can issue more Bitcoin-backed securities!

So far this year, the number of Bitcoin per share has increased by 20.2%.

If you own MSTR shares, your Bitcoin holdings have increased over time without you investing more money. This doesn't happen if you purchase Bitcoin directly or if you buy a Bitcoin ETF (where you actually lose some Bitcoin per share over time due to fees).

If we annualize the year-to-date number the growth in Bitcoin per share would hit 41.1% by year-end (not a prediction, just math).

Since November, 2024 Strategy has purchased $33 billion in Bitcoin by making regular purchases (generally weekly) since they announced their 21/21 plan (a three-year plan to sell $21 billion in additional equity and $21 billion in fixed-income securities, and use all of the money raised to buy more Bitcoin). That capital plan has since been doubled - now called the 42/42 plan - to $84 billion.

With the first Bitcoin purchase made on August 11, 2020, the company has since made 73 purchases of Bitcoin (and one small sale of 704 Bitcoin on Dec 22, 2022).

continued...

[CryptosRus @CryptosR_Us]

🚨 BITCOIN HITS $120,000! 🚨

[FIFA Club Football @FIFACF]

CHELSEA ARE WORLD CHAMPIONS. 🏆

[Bo Hines @BoHines]

Huge week ahead — it’s Crypto Week in the House!

GENIUS heads to the President’s desk. Clarity moves to the Senate.
Time to make America the Crypto Capital of the World. 🇺🇸💥

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 Bank of America research report shows #Bitcoin as the best-performing currency this year 🚀

[FIFA Club Football @FIFACF]

The #FIFACWC Final.

[Elon Musk @elonmusk]

@JonErlichman The value of AI companies will exceed non-AI probably by an order of magnitude

[Mario Nawfal @MarioNawfal]

🇺🇸 AMERICA PARTY IS ALL IN ON CRYPTO

Wondering if the America Party will embrace crypto?

Elon already answered:

“Fiat is hopeless, so yes.”

It fits.

Elon created DOGE to fight waste, fraud, and abuse.

He’s against ballooning debt, because the real tax is inflation - and that comes from government spending and money printing.

If Washington loses its monopoly on money, that invisible tax can’t be forced on the people.

Crypto could be the strongest tool to fight inflation, and Washington’s addiction to money printing and runaway spending.

Source: @elonmusk

[Elon Musk @elonmusk]

@RenatoLima_X Fiat is hopeless, so yes

[RC @rcalabio]

@AmericaPartyX @saylor @eliaszrq Is the new America Party PRO or ANTI Bitcoin?

[Elon Musk @elonmusk]

@farzyness AI & robotics is the only way

[Elon Musk @elonmusk]

The way we’re going to crack the uniparty system is by using a variant of how Epaminondas shattered the myth of Spartan invincibility at Leuctra:

Extremely concentrated force at a precise location on the battlefield.

[RC @rcalabio]

@elonmusk Politics is a waste of your time. You will just get sucked into the cesspool. Focus on AI, Robotics, Energy, Space, and Bitcoin.

[Elon Musk @elonmusk]

The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town, including highways, was just completed a day ahead of schedule!!

Congratulations to the @Tesla_AI teams, both software & AI chip design!