Tesla–SpaceX Merger Could Rank Them 6th in Bitcoin Holdings

[Botnake]

Ok O know thats a very simple analogy but to me the article is about Musk juggling his assets
probably in order to make more wealth for himself primarily.

According to the report he is not directly involved in the merger decision due to a conflict of interest. However if this merger goes through it could really benefit him since he is a major shareholder in both companies, it could also help reduce costs as both companies could share resources and support each other's operations.

[sunsilk]

Tbh I'm more interested in the news about Tesla and SpaceX merging than how much Bitcoin they hold. The amount of Bitcoin they own isn't really that significant --- even if they sold it, it wouldn't really affect the market.

There's no need for them to merge since it's owned by the same person. Although a collaboration is very likely since Tesla have launched cars that  flip mid-air like what rockets have made by Space X.

Who knows if they'll just put in the same name and dispose the other which can happen in the future.

I even think Musk might be purposefully letting those Bitcoins just sit there like assets not be "that valuable", considering the huge valuation of the companies he owns. If he wanted, he could just sell them to buy his kid a fancy mansion.

We will never know, he's been so supportive of Bitcoin and vocal the last time we've heard that Tesla holds and eventually, there's the selling off happened on 2022.

[stadus]

There's no need for them to merge since it's owned by the same person. Although a collaboration is very likely since Tesla have launched cars that  flip mid-air like what rockets have made by Space X.

Even if both companies are owned by one person, it's still more favorable for both if they merge rather than operate individually especially if both companies can be very helpful to each other. They are tech companies, the demand is high, so if they could reduce costs and speed up their plans, they could achieve their goals on time.

But let's follow the news about this possible merger.

I even think Musk might be purposefully letting those Bitcoins just sit there like assets not be "that valuable", considering the huge valuation of the companies he owns. If he wanted, he could just sell them to buy his kid a fancy mansion.

We will never know, he's been so supportive of Bitcoin and vocal the last time we've heard that Tesla holds and eventually, there's the selling off happened on 2022.

He might sell but I have a feeling he will HODL Bitcoin. And remember the rumor that he also holds 36 billion Dogecoins, although it was never confirmed that he owns them.

[aoluain]

Firstly, I couldnt give a $hit about either Tesla or Spacex

Secondly, I see this as something resembling the analogy below:

I have two bags, one has 3 pebbles and the other has 5 pebbles, I find it difficult ti keep track
of them so I decided to buy a third bag and just empty the pebbles from the other two bage
into it......I now only gave 1 bag - yay!

Ok O know thats a very simple analogy but to me the article is about Musk juggling his assets
probably in order to make more wealth for himself primarily.

Your analogy is quite funny but hits at the core of what both companies owned by same person is actually doing.
While it's a strategic move to control more Bitcoin on balance sheet like strategy is doing,  the difference is that MSTR sells their Bitcoin at some point to offset debt while these companies just accumulate and have to problem with servicing their debts, as far as I know.
It's also a good example to bigger companies that they can hold Bitcoin for long term without it affecting their business and that there's no scare that Bitcoin would crash one day as originally was the scare that I think made Tesla sold some far back a few years.

I know I tried to make it simple!

The merger isnt just about Bitcoin alone though, there are a lot of other assets etc
which are in play.

Ok O know thats a very simple analogy but to me the article is about Musk juggling his assets
probably in order to make more wealth for himself primarily.

According to the report he is not directly involved in the merger decision due to a conflict of interest. However if this merger goes through it could really benefit him since he is a major shareholder in both companies, it could also help reduce costs as both companies could share resources and support each other's operations.

Probably no 'officially' but you can be damn sure if he is benefitting from this at all he
would have had some influence somewhere at some level.

There's no need for them to merge since it's owned by the same person. Although a collaboration is very likely since Tesla have launched cars that  flip mid-air like what rockets have made by Space X.

Even if both companies are owned by one person, it's still more favorable for both if they merge rather than operate individually especially if both companies can be very helpful to each other. They are tech companies, the demand is high, so if they could reduce costs and speed up their plans, they could achieve their goals on time.

But let's follow the news about this possible merger.

I even think Musk might be purposefully letting those Bitcoins just sit there like assets not be "that valuable", considering the huge valuation of the companies he owns. If he wanted, he could just sell them to buy his kid a fancy mansion.

We will never know, he's been so supportive of Bitcoin and vocal the last time we've heard that Tesla holds and eventually, there's the selling off happened on 2022.

He might sell but I have a feeling he will HODL Bitcoin. And remember the rumor that he also holds 36 billion Dogecoins, although it was never confirmed that he owns them.

Yea I would say if he has any understanding of the market in general he would likely
HODL especially if it helps him grow his overall profits in the long term.

[Z-tight]

It's a massive stack for a non-bitcoin company, sure, but don't hold your breath on them hodling it forever.

Even retail investors sell their coins from time to time and do not have any plans to hold forever. So, you'd expect corporations to do the same, they can sell part of their coins at anytime to pursue other goals and objectives and i don't think there is anything wrong in that.

I do not concern myself too much with news like this. I get it that so many bitcoiners get too excited when corporations or popular people get involved, but as soon as they pull out a little, they start throwing stones at them, take Strategy and Saylor as a good example.

[atookz]

It was disclosed on their filing with SEC. You can verify the full details below.

https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm

As of June 30, 2026 and December 31, 2025, the Company also held 18,712 units of Bitcoin with a cost basis of $661 million and fair value of $1,098 million and $1,637 million, respectively. The fair value of these digital assets is determined using Level I in the fair value hierarchy.

Thank you, I've understood, thanks to the link! Just checked it. It's in SpaceX's 10-Q for the quarter that ended June 30, 2026, Note 7. They currently own 18,712 BTC with a cost basis of approximately $661M and their fair value is approximately $1,098M. This is the same as at the end of 2025, which suggests they made no net purchases or sales during the first half of 2026. Thank you, it's clear to me now!

There is no effect at all on the price of bitcoin to date, the BTC is not moving and they will not sell until a certain time limit, even Microstrategies that have 800K more BTC with announced purchases sometimes do not make the price of bitcoin rise significantly.

Yeah, that's mainly my thought as well. That’s probably also why even MicroStrategy’s large purchases don’t always move the price: even that much capital doesn’t shift it all that much. Good point that the coins aren’t moving either.

[DKeller]

Firstly, I couldnt give a $hit about either Tesla or Spacex

Secondly, I see this as something resembling the analogy below:

I have two bags, one has 3 pebbles and the other has 5 pebbles, I find it difficult ti keep track
of them so I decided to buy a third bag and just empty the pebbles from the other two bage
into it......I now only gave 1 bag - yay!

Ok O know thats a very simple analogy but to me the article is about Musk juggling his assets
probably in order to make more wealth for himself primarily.

Your analogy is quite funny but hits at the core of what both companies owned by same person is actually doing.
While it's a strategic move to control more Bitcoin on balance sheet like strategy is doing,  the difference is that MSTR sells their Bitcoin at some point to offset debt while these companies just accumulate and have to problem with servicing their debts, as far as I know.
It's also a good example to bigger companies that they can hold Bitcoin for long term without it affecting their business and that there's no scare that Bitcoin would crash one day as originally was the scare that I think made Tesla sold some far back a few years.

A merger wouldn’t add a single new coin, it’s the same 30k BTC just sitting under one ticker instead of two. Neither company has really bought anything since 2021 either. And when Tesla sold in 2022 Musk said it was about needing cash during the China lockdowns so I’d guess the BTC stays there only until the business needs liquidity again.

[sunsilk]

There's no need for them to merge since it's owned by the same person. Although a collaboration is very likely since Tesla have launched cars that  flip mid-air like what rockets have made by Space X.

Even if both companies are owned by one person, it's still more favorable for both if they merge rather than operate individually especially if both companies can be very helpful to each other. They are tech companies, the demand is high, so if they could reduce costs and speed up their plans, they could achieve their goals on time.

But let's follow the news about this possible merger.

I think that the focus on different industries is important and that's why there won't be a merger. But yes, any time it can happen depending on what's running on Elon's mind.

We will never know, he's been so supportive of Bitcoin and vocal the last time we've heard that Tesla holds and eventually, there's the selling off happened on 2022.

He might sell but I have a feeling he will HODL Bitcoin. And remember the rumor that he also holds 36 billion Dogecoins, although it was never confirmed that he owns them.

The doge thing, I don't think that is for real. But he has enjoyed the run and craze that he's made with it at that time.

I don't mind what decision he'll do for it, whether he holds or will sell it. Anything has gonna have a reason behind that but if they sell, not going to be surprised anymore.

[M47AK16]

There's no need for them to merge since it's owned by the same person. Although a collaboration is very likely since Tesla have launched cars that  flip mid-air like what rockets have made by Space X.

Even if both companies are owned by one person, it's still more favorable for both if they merge rather than operate individually especially if both companies can be very helpful to each other. They are tech companies, the demand is high, so if they could reduce costs and speed up their plans, they could achieve their goals on time.

But let's follow the news about this possible merger.

The situation isn't that easy, though. Both are open public companies, and obviously a merger isn't impossible; we have seen companies merge all the time. However, it is not like "one guy owns it both, so he could just merge them anyways", because with SpaceX being a single company with him owning "some" of it, there are still a lot of other people who own it as well, it's a publicly traded company, you can buy 1 share of it today if you want to. Same goes with Tesla, been around for many years, been public for many years. He does not own 100% of both companies. Which means, there is a legal hurdle for this to happen.

As I said, it's not unheard of; mergers of companies happen all the time, but it would take time, and considering SpaceX became public just recently, it's clear that there is no desire for either company to merge; they do not plan on that yet. If they did, they would have done that before the public trading started.