’A Shift is Coming,’ Says Investor About Tesla Stock - Here’s What It Means for Crypto
Tesla's stock trajectory signals something bigger brewing in alternative assets.
THE ELECTRIC CONNECTION
When traditional market players start talking about seismic shifts, crypto veterans lean in. Tesla's volatility isn't just about cars anymore—it's becoming a proxy for risk-on sentiment that inevitably spills into digital assets.
PATTERN RECOGNITION
Institutional money moves in predictable waves. First tech stocks, then disruptive assets. Sound familiar? The same investors who championed Tesla's EV revolution are now building crypto positions during market dips.
THE REAL SHIFT
It's not about stock prices—it's about capital migration. Traditional finance finally understands that innovation doesn't wait for quarterly reports. Meanwhile, crypto markets operate at lightning speed while Wall Street analysts still debate whether Bitcoin is a 'real asset.'
Bottom line: When legacy investors spot coming shifts, they're usually late to the party. Crypto's been dancing for years.
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There are other Musk-related tailwinds that have been boosting TSLA, including the board of director’s proposed $1 trillion compensation package that WOULD fully incentivize the CEO to pursue specific benchmarks in the years ahead.
The company has seen its share price increase by over 35% during the past three months, and TSLA has now doubled in value since hitting a post-Liberation Day trough in early April.
One investor known by the pseudonym Envision Research believes that more gains are on the horizon for the Musk-run company.
“Latest insider disclosures and also expected Q3 2025 deliveries suggest a shifted return/risk curve for Tesla, Inc.,” explains the 5-star investor.
Envision gives credit to Musk’s purchase, as it demonstrates the CEO’s “strong confidence” in Tesla. However, the investor is also focusing on improving fundamentals to justify a more bullish take.
In particular, Envision notes that the current quarter’s delivery numbers are likely to surpass Wall Street expectations, giving TSLA another upward boost. In fact, the investor predicts that the expiring EV tax credits at the end of September will push potential customers to bring their purchases forward.
Beyond the U.S. market, Envision is also confident that the lessening tariff worries will be felt, with positive effects on Tesla’s numbers. “With the impacts from trade disruptions (which peaked in Q2 already in my view) fading, I expect improved delivery trends in Europe and China,” adds Envision.
The investor also calculates that the company is improving its economies of scale, decreasing the cost of production per unit. To Envision’s mind, this further supports the bull case.
Previously sitting on the fence, Envision is ready to take the plunge.
“I see a better momentum and sentiment for the stock in the NEAR term,” sums up Envision Research, who is upgrading TSLA to a Buy rating. (To watch Envision Research’s track record, click here)
Wall Street, on the other hand, presents a more mixed picture. With 15 Buys, 12 Holds, and 8 Sells, TSLA carries a consensus Hold (i.e. Neutral) rating. Its 12-month average price target of $329.77 implies losses of more than 25%. (See)
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