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Home » Amazing takeout from Tesla’s disappointing revenue report and what it means for Bitcoin
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Amazing takeout from Tesla’s disappointing revenue report and what it means for Bitcoin

By supportMay 9, 2025No Comments5 Mins Read
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Tesla is the fifth largest corporate Bitcoin investor with over 11,500 coins.

More public companies own Bitcoin more than ever before.

Changes to reporting rules have made crypto investments more attractive for businesses.

Tesla (NASDAQ: TSLA) This year has started off in a tough time. Its inventory is down almost 30% a year, and it’s frankly the polite words used on the results of the first quarter. Its revenue and earnings per share missed analysts’ expectations, and its automotive revenue fell 20% year-on-year.

However, there have been many reports about Tesla’s troubles. If you’re a crypto investor, there are people who have not reported reports to watch out for Tesla’s recent earnings. That crypto holding is currently worth around $1.1 billion. Holds 11,509 bitcoins (Cryptography: BTC) And it hasn’t been sold since 2022.

At the end of last year, the Crypto Stash balance sheet values ​​were shot dramatically due to changes in accounting rules. And that rule change is more appropriate for adopting cryptocurrency.

The Financial Accounting Standards Board (FASB) issued new guidance in 2023 after investors complained that the old rules had distorted the value of digital asset holdings. As of December 2024, public companies are required to report the fair value of their crypto assets held during each reporting period.

That’s a big change. The old rules applied what was called historical cost accounting (a very conservative way of attributing value) to digital assets. This disability company holds a code. This meant that unless a public company sold it, it had to list crypto holdings at the lowest price on its balance sheet. The value of a crypto-holding initially reflects the purchase price and is written down if the price drops. However, the values ​​could only be lowered – the subsequent recovery made no difference.

For example, Tesla bought Bitcoin in early 2021 for around $30,000 per coin. At the end of 2022, Bitcoin prices fell below $16,000. For quite some time, it was packed with Tesla’s balance sheet at $15,987. Tesla has listed Bitcoin Stash to a stable amount of $184 million for each quarterly report from December 2022 to December 2024. Prices have risen considerably, but Tesla’s revenues only showed that low.

It changed in the fourth quarter of 2024 when Tesla applied the new rules and the value of the coin jumped to over $1 billion. It recorded a profit of $600 million on the balance sheet. That’s almost a quarter of $2.3 billion in net profit for the quarter.

A person holds the phone in one hand and taps the tablet in the other hand.
Image source: Getty Images.

Tesla and Bitcoin? it’s complicated. In early 2021, Tesla said it would buy its first Bitcoin and accept Bitcoin payments. It was one of the first big companies to really commit to crypto, and then Bitcoin prices have skyrocketed to new highs. A few months later, CEO Elon Musk has stepped back, saying Tesla will halt its Bitcoin payments due to environmental concerns.

The story continues

Tesla continued to sell 75% of its crypto in the second quarter of 2022. Still, according to Bitwise’s latest market review, it is the fifth largest corporate holder of cryptocurrencies today. Tesla owns approximately 0.06% of the 21 million bitcoins produced. If you’re worried that Tesla will sell its holdings and shake the market again, take comfort from the fact that Tesla has no advantage that took place four or five years ago. It’s still a key player and not that important.

According to Bitwise, 12 new public companies purchased Bitcoin in the first quarter of 2025, bringing a total of 79. Together, these companies hold a total of 688,000 Bitcoin. Public companies also say they purchased over 95,000 Bitcoin in the first quarter (16% of total holdings).

Changes to reporting rules are just one reason for the shift. Companies are also considering diversifying their investments and hedging against inflation and other global uncertainties. That strategy – helps the software company that built the true trobe of Bitcoin to win over 200% since May last year.

Still, whether you’re a publicly traded company or a private investor, investing in cryptocurrency is risky. The company’s balance sheet reflects both price ups and downs. It is also important to understand the impact of taxes. And it’s still a volatile asset class. If prices drop, any accounting rules apply will damage the company’s finances.

Tesla’s latest revenue report did not have many winners. However, a company has one Bitcoin purchase. Not only does it give the electric car company a much needed boost, but it also highlights the benefits of the new accounting rules.

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*Stock Advisor will return as of May 5, 2025

Emma Newberry is not in a position with any of the stocks mentioned. Motley Fools have been working and recommending Bitcoin and Tesla. Motley Fools have a disclosure policy.

Amazing takeout and meaning for Bitcoin from Tesla’s disappointing revenue report was originally published by The Motley Fool



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