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Musk Has Discussed Merging Tesla and SpaceX, Which Would Consolidate a $3.3 Billion Bitcoin Treasury

A combined TeslaSpaceX would concentrate about 30,221 BTC, creating major questions about investor exposure, company governance, market flows, oversight ahead of SpaceX’s planned Nasdaq listing.

Overview

  • SpaceX’s SEC S-1 filed in late May shows it holds roughly 18,712 bitcoin and is preparing for a Nasdaq IPO after a private-market valuation near $1.25 trillion.
  • CNBC reported Tuesday that Elon Musk has discussed internally the possibility of folding Tesla and SpaceX together, though neither company has confirmed any merger plans.
  • Tesla’s most recent filings show it holds 11,509 bitcoin, and combining that with SpaceX’s disclosed position would total 30,221 BTC worth about $3.3 billion at current prices.
  • SpaceX’s disclosed bitcoin holdings were far larger than some on‑chain analysts estimated, highlighting limits of public wallet attribution and prompting a reassessment of corporate crypto exposure.
  • If pursued, a merger and SpaceX’s impending IPO could affect shareholder structure, governance and trading dynamics as markets and investors react to the concentrated crypto treasury.