If Tesla and SpaceX were ultimately merged, Musk could gain control over one of the largest corporate bitcoin holdings in public markets. Neither company, however, has announced a formal merger plan.

The IPO may also test whether crypto can continue to attract capital amid a crowded market for risk assets. SpaceX’s planned June listing, combined with anticipated fundraising from AI firms OpenAI and Anthropic, is estimated to attract more than $240 billion by year-end, potentially siphoning liquidity from technology stocks, AI investments and digital assets as both retail and institutional investors reallocate capital.

Because bitcoin and other digital assets often compete for the same risk-on investment dollars as high-growth companies, a surge in demand for shares of SpaceX and other high-profile issuers could weigh on crypto prices in the short term.

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Tom Lee, chairman of Bitmine and cofounder of Fundstrat, speaking at Consensus 2026 in Miami (CoinDesk)

Shares of Tom Lee’s Ethereum treasury firm hit their lowest level since the company’s crypto pivot as ETH revisits the February lows.

What to know:

  • Bitmine, the largest Ethereum treasury firm, is sitting on an estimated $8.9 billion in unrealized losses as ETH fell below $1,800 in the latest crypto pullback.
  • The company’s shares hit their lowest level since it adopted its Ethereum treasury strategy in 2025.
  • The selloff highlights the growing gap between Bitmine…

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