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Tesla’s Bitcoin investment has been a rollercoaster ride of gains and losses
One of the ultimate joyrides as a human is riding a rollercoaster. The anticipation of sitting in the train, waiting for dispatch as you slowly climb up the first gigantic hill, all for the anticipation to break. Suddenly, you’re falling down a 200+ foot drop, awaiting the next rise, which will unequivocally result in another slight drop. A short time later, you’re right back to where you started, in a pavilion, waiting to get off of the ride.
Tesla’s Bitcoin investment has been a comparable scenario described above: a meteoric climb, succeeded by a sharp drop, followed by tiny peaks and valleys. Ultimately, Tesla is right back to where it started.
In the company’s 10-Q filing with the SEC earlier today, the electric car company based out of Northern California detailed its tumultuous experience with Bitcoin, the cryptocurrency that could likely be attributed to most of the ranting and raving regarding digital assets. It allowed anyone who can access the document a peek into what kind of swings Tesla has been experiencing through its investment into Bitcoin, which was detailed in the 10-K filing after Q4 2020 results.
Climbing up the first hill
Tesla’s $1.5 billion investment started in the gate and quickly took off up the first hill of gains like a launch rollercoaster. The first hill lasted quite some time, as Bitcoin eclipsed $64,000 and put Tesla up a substantial sum. It is not known how many BTC Tesla received when it initially invested the $1.5 billion, but it is estimated that the price of the crypto was between $29,333 and $37,020. This would put Tesla’s potential holdings at between 37,020 to 51,137 BTC.
It was estimated that Tesla made close to or more than $1 billion as Bitcoin continued to rise in value through the early portion of 2021. According to an April report from Teslarati, “Even if Tesla only acquired the minimal amount of 37,020 Bitcoin in January, the company’s $1.5 billion investment would still be worth $2.3 billion today, hinting at a healthy profit of $800 million,” and that’s figure originates from the possibility of their lowest BTC investment. Tesla said it realized gains of $128 million from its digital assets in March 2021 alone.
After reaching all-time highs of over $64,829, Bitcoin started to tumble, bringing Tesla’s rollercoaster ride down its first and largest hill.
The Big Drop
The big drop occurred as Bitcoin began to slide in mid-May. From May 8th to the 22nd, Bitcoin slid from $58,788 to under $37,500. At one point, BTC even struck the $30,000 range before recovering to $38,000.
The slide was met with uncertainty, worry, and anxiety by many investors. But Musk solidified the fact that Tesla would keep its “diamond hands” and continue holding BTC, despite the volatility experienced during its epic fall.
The company wrote:
“During the three and six months ended June 30, 2021, we recorded $23 million and $50 million, respectively, of impairment losses on such digital assets.”
The Ride: Back to the Beginning
Through the tumultuous ride of the BTC rollercoaster through the first half of 2021, Tesla rode the hills, the turns, and loops and ended up right back where it started (basically). As of June 30, Tesla says the fair market value of such digital assets “was $1.47 billion.” Additionally, the company said that “as of June 30, 2021, the carrying value of our digital assets held was $1.31 billion, which reflects cumulative impairments of $50 million.”
It has been exciting, and it has been uncertain, but Tesla, like the rest of investors, is just along for the ride. Bitcoin’s volatility over the past few months may not have been expected by the diehard cryptocurrency supporters that have vocally supported it since its early days. Still, like anything else, it is an investment. Tesla is banking on a wider adoption of crypto in the coming months and years, something it has dabbled with in the past.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
