After dinner with my friends, I just got off the subway and suddenly saw Bitcoin taking off. It was a bit baffling. Turning around, it turned out that Tesla or Yilong started calling for orders again. Emmmmm, the richest man this year is really enthusiastic about calling for orders. .
To be honest, that is to say, in the United States, if you exchange for us, we will lock you up every minute.
What did Tesla say this time? It is no longer buying bitcoins by itself, but on the official website in the United States, you can use bitcoins to buy cars.
And Yilong stated that buying Tesla's bitcoins with bitcoins will not be exchanged for legal tender, but stored in Tesla as bitcoins, that is, the cars sold have not been turned into money. It exists in the fancy form of "bitcoin".
And the Internet has a memory. In February, whether it was a domestic big v or a big v on Twitter, they were spreading a picture, that is, Tesla can use bitcoin to buy cars.
Although it was a rumor in the end, it did raise the price of Bitcoin to a more terrifying level. If I remember correctly that day, it also rose in a straight line.
The same effect today has directly pulled Bitcoin from more than 53,000 to around 56,000, but whether the fundamentals will change, or simply because of the large-scale entry of funds due to Musk and Tesla calling for orders, this is due to people. different.
The most important question will be a very interesting question, who is using Bitcoin to buy Tesla? Many people don’t even sell Bitcoin to buy a house now, let alone sell Bitcoin to buy Tesla. , Is it possible to use Bitcoin to buy Tesla? If the price of Bitcoin increases, Tesla will refund the money to you, but Tesla uses this as a marketing tool, no matter whether you spend Bitcoin or fiat currency , the price is the same and there will be no discount.
As far as Tesla is concerned, if it realizes the bitcoin immediately after receiving it, it is actually no different from the legal currency, but more Musk’s remarks, after the bitcoin is received, it will not be realized, but will still maintain the bitcoin It means that if many people use bitcoins to buy Tesla, Tesla will have more and more bitcoins.
This has become an ancient process of bartering things. People exchange cars with Bitcoin and Tesla. One gets a Tesla electric car and the other gets Bitcoin. What about going back?
A few days ago, Powell and Yellen just said what the biggest role of Bitcoin is, but you Tesla came to exchange things. Does this mean that there are not enough fz molecular channels? ? ?
First bought Bitcoin with black money, then bought Tesla with Bitcoin, and then sold the Tesla you just bought. Is it a set of procedures? ? ?
Let's talk about Tesla here.
What does Tesla say, except that charging is not very convenient, everything else is okay, driving for 4 hours and charging for 1 hour, unless there is a fast charging later, otherwise the electric car is not as convenient as the gasoline car, especially for those who are in a hurry, or It's a different matter to say that Weilai directly replaces the battery.
I have seen a lot of Tesla owners spray charging, especially in some cities, there may not be Tesla charging piles, that is another problem, but after the operation of Yilong and Tesla, basically Both Bitcoin and Tesla have become iconic things. When you mention Bitcoin, you think of Tesla, and when you mention Tesla, you think of Bitcoin. Perhaps this is the legendary "marketing"? ? ?
But trust Tesla's powerful "legal team". After all, Musk spends hundreds of millions a year to support his family, and he must have a way to prove his "legal and compliant" nature.
It can only be said that Tesla made this, which is a bit similar to Grayscale’s bitcoin etf, which feels like locking up btc, but grayscale’s bitcoin etf cannot be sold, and Tesla’s is voluntary. And with the rise and fall of Bitcoin, Tesla's financial report should be quite interesting. Think about the revenue of 300 million US dollars from selling cars, and the revenue of 3 billion US dollars from the increase in Bitcoin, which is exciting.
There is a question behind this, whether Musk is interested in Bitcoin, or whether Tesla’s board of directors is interested in Bitcoin, or whether all the capital behind Tesla is interested in Bitcoin, this is the most important one. One thing, and if you understand this, you may know how to play.
Secretly speaking, the capital behind it is all Wall Street bigwigs, the group of people who used to criticize Bitcoin every day.
Buying a car is worse than buying a house, I am so happy, buying a house is worse than hoarding coins, smiling.
Anyway, the logic of this thing makes sense, but it depends on how to implement it, and how to understand leeks. If you agree that Bitcoin is a currency, it is just that Tesla announced that it accepts RMB, lira, or US dollars. If If you think Bitcoin is not a currency, it is just that Tesla supports barter.
It's nothing more than a payment problem, plus Tesla's initiative to lock up bitcoins, wait for this thing, anyway, there is something to analyze, the key is to see yourself, it can delay the decline of the market.
Understand it yourself.
How do you understand the market situation?
Originally a market that was weak and falling, Tesla and Yilong directly called it up, and it directly entered a strong stage, but it still depends on how the daily line closes. If the daily line closes poorly, it will actually continue to fluctuate downward. .
But on the whole, I am still optimistic that the market will not end so soon. After all, whether it is shipment or what, after all, this is not the bitcoin that was only a few thousand dollars in the past. Now the shipment needs to be sideways for a period of time before it can be finished. The most important thing is that there are fewer and fewer tokens on the exchange, and most of them have been withdrawn. If you want to trade, you have to recharge it to the exchange and sell it.
In the future, if you recharge a large amount to the exchange, you will understand why.
I predict that the next script should be that foreigners get up at night, start to continue to pull, and then start to drop the next morning, because they went to bed, and we took over.
In fact, I am curious. Every time Tesla releases news in the afternoon of China time, it should be early in the morning in the United States. Why don’t you sleep?
Focus on two points, 52500 and 57000. Up is strong, down is weak, and in the middle is weak shock.
Zhihu: Professor Suo's Super Evolution
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