← Elon Musk
InvestAnswers
Massive Market Divergence! Crypto Extremes, Records Smashed 🚀
⏱ 14 min video · 3 min read12 Jun 2026
TL;DR
InvestAnswers breaks down the historic SpaceX IPO, Bitcoin ETF outflows, Solana's outperformance, and the combined $4 trillion market cap of Tesla and SpaceX. The host argues Elon Musk's companies now represent 8% of the S&P 500 and that a future Tesla-SpaceX merger could produce the first $100 trillion company.
Key points
1
SpaceX holds 18,712 Bitcoin and Tesla holds ~11,000 Bitcoin on their balance sheets, signaling high conviction from two top-10 S&P 500 companies.
2
Bitcoin ETFs have logged their largest and most persistent drawdowns since January 2024 launch, with 114,000 BTC flowing back onto exchanges while stablecoin liquidity is leaving the ecosystem.
3
SpaceX IPO was the largest in history by a factor of two; retail allocations were tiny (average 37.8 shares, median 12), with the host theorizing Musk deliberately spread shares broadly to create ~30 million retail holders.
4
ALAB (Astera Labs) hit a new all-time high and is being added to the NASDAQ 100 (QQQ) in late June 2026, reinforcing the AI infrastructure bull case.
5
Tesla and SpaceX combined represent $3.75 trillion in market cap; the host calculates Tesla would need to reach ~$587/share to close the valuation gap with SpaceX, framing it as an arbitrage opportunity ahead of a potential merger.
Actionable insights
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Bitcoin ETF selling pressure has historically lasted only 3-4 weeks per episode; the host notes we are ~2 weeks in, suggesting potential relief within 1-2 weeks.
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Solana is the leader in tokenized stocks with SpaceX becoming the #1 tokenized stock by volume within 3 hours of launch, making SOL a high-conviction hold despite short-term pain.
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A large options trader placed a $5 million sweep call on Tesla at $410 strike expiring in ~16 trading days from the recording date, signaling institutional near-term bullishness on TSLA.
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ALAB is being added to QQQ in late June 2026 — index inclusion typically drives forced buying and price appreciation.
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The host views the Tesla-SpaceX valuation delta ($200/share gap) as an arb that must close, putting a $587 price target on Tesla if SpaceX holds its $2.2 trillion market cap.
Notable quotes
“Soon there will be a hundred trillion dollar company and that hundred trillion dollar company most probably is going to be Tesla and SpaceX in one company.”
“Mainstream media, I hope you die soon. You are garbage. Absolute garbage.”
“Makers create wealth for everybody. That is the most important thing you need to remember today.”
Worth watching?
⏭️
Worth watching the full video?
Skip the video — all the key data points, price targets, and trade setups are captured here. The host also spends significant time on political commentary about Elizabeth Warren and Bernie Sanders that adds little investment value.
Saved you some time? The creator still deserves a like.
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