Let's talk about Elon vs. Trump
1. Elon is a real man
He has never been the kind of person who hides his true feelings. Facing Trump's policies and style, he chose to confront head-on, showing a strong personal style and belief. This wave of operations is not only a defense of commercial interests, but also a catharsis of personal emotions.
2. Does Trump look a bit like Musk's father?
Trump's "full of nonsense", selfish and boastful behavior vaguely reminds people of Musk's father. Musk once talked publicly about the complicated relationship with his father. This "familiar" personality conflict may have triggered some of his traumatic emotions. Trump's high-profile narcissism and policy reversals may have inadvertently become the trigger point of Musk's emotions. This psychological projection makes this controversy more dramatic.
3. Market perspective: quarreling does not change the fundamentals, BTC decline is an opportunity
However, from a market perspective, this quarrel is more of a "war of words" and does not affect the fundamentals for the time being. Tesla's long-term value, Starlink's potential, and even Trump's policy implementation will not collapse because of a few words of mutual criticism. I personally added some BTC positions - BTC is already a market consensus, and every decline is a buying opportunity. Historically, there is a period of emotional recovery after every big drop, and this volatility is no exception. What is more worthy of attention is the pace of the next interest rate cut, the final outcome of the tariff negotiations, and whether the US debt ceiling will be raised. These macro factors are the "hard core" variables that really affect the market.