Tesla bitcoin 10-K 2021

Asubuhi ya tarehe 8 Februari 2021, Tesla ilifichua kuwa ilikuwa imenunua bitcoin yenye thamani ya dola bilioni 1.5 na ilikusudia kuikubali kama malipo — si katika taarifa kwa vyombo vya habari au 8-K ya kuvutia, bali ndani ya maandishi ya ripoti ya mwaka yaliyojumuisha sababu za hatari na mambo mengine. Ilikuwa wakati ambapo fedha za siri za hazina ya kampuni zilibadilika kutoka kwa utani hadi ukweli uliorekodiwa. Ukurasa huu unatoa muhtasari wa mfululizo mzima: 10-K, kikao, hisa zinazohusiana na fedha za siri zilizosonga kwa kiasi kikubwa zaidi, hati za chaguo zilizopuuza, na ufichuzi wa 2022 uliorudisha bitcoin nyingi nje ya mlango. Kila nambari ni swala lililohifadhiwa; panua paneli yoyote kwa SQL.

Uwasilishaji, uliopokelewa

WITH (
    SELECT round(toFloat64(cash_and_equivalents) / 1e9, 1)
    FROM global_markets.stocks_balance_sheets
    WHERE has(tickers, 'TSLA') AND timeframe = 'annual' AND fiscal_year = 2020
    LIMIT 1
) AS yearend_cash_bn
SELECT
    count() AS tesla_filings_that_day,
    countIf(form_type = '10-K') AS annual_reports,
    any(form_type) AS form_type_on_file,
    yearend_cash_bn AS fy2020_cash_bn,
    round(100 * 1.5 / yearend_cash_bn, 1) AS purchase_pct_of_cash
FROM global_markets.stocks_sec_edgar_index
WHERE filing_date = '2021-02-08'
  AND (issuer_name ILIKE '%tesla%' OR cik = '0001318605')

Uwasilishaji mmoja kwenye tarehe hiyo: 10-K — ripoti ya mwaka. Ufichuzi wa bitcoin uliwekwa ndani ya mambo ya hatari na maandishi ya matukio ya baadaye ya 10-K, undani ambao una umuhimu kwa jinsi habari ilivyosafiri: ripoti za mwaka zina mamia ya kurasa, na mwitikio wa soko ulianza wakati wasomaji walipopata aya hiyo, si wakati wa kichwa cha habari kilichopangwa. Mwongozo wa uwasilishaji wa SEC unaelezea kila fomu inatumika kwa nini — na kwa nini 10-K ndipo mambo muhimu yanapozikwa.

Uwasilishaji pia ulieleza sababu, kwa lugha ya hazina: Tesla ilikuwa imesasisha sera yake ya uwekezaji mnamo Januari 2021 ikitafuta "unyumbufu zaidi wa kutofautisha na kuongeza mapato" kwa pesa ambazo haikuhitaji kwa ukwasi wa uendeshaji, na chini ya sera hiyo "iliwekeza jumla ya dola bilioni 1.50 katika bitcoin" — ikiongeza kwamba ilitarajia "kuanza kukubali bitcoin kama njia ya malipo kwa bidhaa zetu katika siku za usoni." Aya moja, ahadi mbili — nafasi ya hazina na jaribio la malipo — kila moja ikiwa na matokeo yake hapa chini.

Kile ambacho Tesla kwa hakika kilinunua

Fomu ya 10-K inaonyesha dola, si sarafu: $1.50 bilioni, bila hesabu yoyote ya sarafu mahali popote kwenye jalada. Kila takwimu ya "Tesla ilinunua takriban bitcoins nyingi hivi" uliyoisoma ni makadirio ya nje — kiasi cha dola kikigawanywa kwa bei ya bitcoin katika kipindi hicho — na kwa kuwa soko la bitcoin lenyewe liko nje ya ulimwengu ulioidhinishwa wa ghala hili, ukurasa huu hautazalisha moja. Kile ambacho rekodi ya jalada inasaidia ni ukubwa: dhidi ya $19.4 bilioni za pesa taslimu na sawa na hizo kwenye mizania ya Tesla mwishoni mwa mwaka 2020 (zilizopokelewa hapo juu), ununuzi ulifikia 7.7% — mgao halisi, si namba ya kuhatarisha kampuni nzima.

Siku, kwa mstari mmoja

WITH
    (
        SELECT argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'TSLA'
          AND window_start >= toDateTime('2021-02-05 00:00:00') AND window_start < toDateTime('2021-02-08 04:00:00')
    ) AS prior_rth_close
SELECT
    round(prior_rth_close, 2) AS prior_close,
    round(toFloat64(argMinIf(open, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)), 2) AS rth_open,
    round((toFloat64(argMinIf(open, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)) / prior_rth_close - 1) * 100, 1) AS gap_pct,
    round(minIf(toFloat64(low), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS rth_low,
    formatDateTime(toTimeZone(argMinIf(window_start, (toFloat64(low), toInt64(toUnixTimestamp(window_start))), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 'America/New_York'), '%H:%i') AS low_et,
    round(maxIf(toFloat64(high), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS rth_high,
    round(toFloat64(argMaxIf(close, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)), 2) AS rth_close,
    round((toFloat64(argMaxIf(close, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)) / prior_rth_close - 1) * 100, 1) AS day_change_pct,
    round((minIf(toFloat64(low), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / prior_rth_close - 1) * 100, 1) AS low_vs_prior_pct,
    round(toFloat64(sum(volume)) / 1e6, 1) AS day_shares_m,
    countIf((toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS rth_minute_bars
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'TSLA'
  AND window_start >= toDateTime('2021-02-08 04:00:00') AND window_start < toDateTime('2021-02-08 23:59:00')

Huu ndio uamuzi wa utulivu wa tape: TSLA ilifunguliwa kwa $869.67 (+2% kutoka Ijumaa), ikagusa $877.77, na kufunga kwa $863.3 — +1.3% siku hiyo, kwa hisa milioni 19.7. Wakati maarufu wa soko, na kikao cha kawaida kabisa kwa TSLA ya mwaka 2021, hisa iliyokuwa imetumia miezi mingi ikisonga kwa asilimia nyingi bila habari yoyote. Mali iliyosogea kwa nguvu siku hiyo ilikuwa bitcoin yenyewe, ambayo ilibadilisha bei kwa tarakimu mbili — lakini soko hilo liko nje ya ulimwengu ulioidhinishwa wa ghala hili, kwa hivyo ukurasa huu unashikilia kile ambacho tape yetu inaweza kuthibitisha.

"Kawaida" ni kipimo, si hisia

Neno hilo — kawaida — ni dai, kwa hivyo hapa kuna msingi wake: kila kikao cha TSLA kuanzia Septemba 2020 (mwezi kamili wa kwanza baada ya mgawanyiko wake wa hisa 5-kwa-1, ili funguo zote ziwe kwenye msingi sawa wa biashara) hadi Ijumaa kabla ya ufichuzi.

WITH daily AS (
    SELECT
        toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
        argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS close_usd
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'TSLA'
      AND window_start >= toDateTime('2020-08-31 00:00:00') AND window_start < toDateTime('2021-02-09 01:00:00')
    GROUP BY et_date
),
chg AS (
    SELECT
        et_date,
        close_usd,
        lagInFrame(close_usd) OVER (ORDER BY et_date ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev_close
    FROM daily
)
SELECT
    countIf(et_date >= toDate('2020-09-01') AND et_date < toDate('2021-02-08') AND prev_close > 0) AS baseline_sessions,
    round(quantileDeterministicIf(0.5)(abs(close_usd / prev_close - 1) * 100, toUInt32(et_date), et_date >= toDate('2020-09-01') AND et_date < toDate('2021-02-08') AND prev_close > 0), 1) AS median_abs_move_pct,
    countIf(et_date >= toDate('2020-09-01') AND et_date < toDate('2021-02-08') AND prev_close > 0 AND abs(close_usd / prev_close - 1) > abs((SELECT close_usd / prev_close - 1 FROM chg WHERE et_date = toDate('2021-02-08')))) AS sessions_moving_more,
    round(anyIf((close_usd / prev_close - 1) * 100, et_date = toDate('2021-02-08')), 1) AS feb8_change_pct
FROM chg
HAVING countIf(et_date >= toDate('2020-09-01') AND et_date < toDate('2021-02-08') AND prev_close > 0) > 0

Katika vikao hivyo 109, mwendo wa wastani wa kila siku ulikuwa 2.5% kwa thamani kamili — na 80 kati ya 109 ulisogea zaidi ya siku ya bitcoin ya +1.3%. Mshangao wa hazina wa dola bilioni 1.5 ulitokea kama siku iliyo chini ya wastani kwenye rekodi ya Tesla yenyewe.

Umbo la kipindi cha biashara

SELECT
    formatDateTime(toStartOfInterval(toTimeZone(window_start, 'America/New_York'), INTERVAL 30 MINUTE), '%H:%i') AS et_time,
    round(toFloat64(argMax(close, window_start)), 2) AS bucket_close,
    round(min(toFloat64(low)), 2) AS bucket_low,
    round(toFloat64(sum(volume)) / 1e6, 1) AS shares_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'TSLA'
  AND window_start >= toDateTime('2021-02-08 04:00:00') AND window_start < toDateTime('2021-02-08 23:59:00')
  AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
GROUP BY et_time
ORDER BY et_time

Nguvu ilijitokeza mapema — makundi makubwa zaidi yapo asubuhi wakati taarifa ilipokuwa ikisambaa — na mchana ulienda kando kwa mwendo wa upande katika ukanda mwembamba. Kwa kurejea rekodi za matukio, hii ndiyo maana ya "kupangiwa bei ndani ya saa moja", tofauti muhimu na pengo la usiku la NVDA ambapo soko lilikuwa limefungwa kwa ajili ya mwitikio, au mlolongo wa kusimamishwa kwa GME ambapo mwitikio uliendelea kuvunja soko. Enzi moja, mbinu tatu tofauti kabisa za matukio.

Kanda ya huruma: pale mwendo ulivyokwenda

TSLA haikuwa mahali pazuri pa kutazama tukio hili. Mahali pazuri palikuwa kwenye kundi la hisa ambazo hazina yake au biashara yake tayari ilikuwa ikitegemea bitcoin — wachimbaji, wamiliki wa kampuni, programu za malipo zenye njia za crypto. Kichwa kile kile, kanda tofauti kabisa:

SELECT
    ticker,
    round((event_close / prior_close - 1) * 100, 1) AS change_pct
FROM (
    SELECT
        ticker,
        argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) = toDate('2021-02-05') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS prior_close,
        argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) = toDate('2021-02-08') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS event_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('MSTR', 'RIOT', 'MARA', 'SQ', 'PYPL', 'SPY')
      AND window_start >= toDateTime('2021-02-05 00:00:00') AND window_start < toDateTime('2021-02-09 01:00:00')
    GROUP BY ticker
)
ORDER BY change_pct DESC

MARA ilifunga +42.5% na RIOT +40.2% — wachimbaji wawili wa bitcoin katika kundi hilo, wakirekebisha bei kwa kiwango kikubwa zaidi ya TSLA yenyewe. MSTR, kampuni ya programu iliyogeuza hazina yake kuwa chombo cha bitcoin majira ya joto yaliyopita, ilipata 29.2%. Majukwaa ya malipo yenye njia za crypto, SQ na PYPL, yaliongeza asilimia moja, na ETF ya soko pana SPY ilifunga +0.7%. Muundo uko wazi: kikao hicho kilirekebisha bei ya madhara ya bitcoin, popote ilipokuwa — na Tesla, ambayo nafasi yake mpya ilikuwa 7.7% ya fedha zake, ilikuwa na madhara madogo zaidi.

Mkanda wa chaguzi pia haukusisimka

Je, umati uliotafuta uwezo wa kukopa ulionekana angalau kwenye chaguzi? Rekodi za biashara hapa zinaanzia mwaka 2014, hivyo paneli iliyo chini inalinganisha Februari 8 dhidi ya vikao ishirini vilivyotangulia — msingi unaojumuisha wiki za mwishoni mwa Januari zenye wazimu, kigezo kikali:

WITH daily AS (
    SELECT
        toDate(toTimeZone(sip_timestamp, 'America/New_York')) AS session,
        toFloat64(sum(size)) AS contracts,
        toFloat64(sumIf(size, option_type = 'P')) AS put_contracts,
        toFloat64(sumIf(size, option_type = 'C')) AS call_contracts
    FROM global_markets.options_trades
    WHERE ticker LIKE 'O:TSLA2%'
      AND sip_timestamp >= toDateTime('2021-01-08 00:00:00') AND sip_timestamp < toDateTime('2021-02-09 01:00:00')
    GROUP BY session
)
SELECT
    round(maxIf(contracts, session = toDate('2021-02-08')) / 1e6, 2) AS event_contracts_m,
    round(avgIf(contracts, session < toDate('2021-02-08')) / 1e6, 2) AS prior_avg_contracts_m,
    round(maxIf(contracts, session = toDate('2021-02-08')) / avgIf(contracts, session < toDate('2021-02-08')), 2) AS volume_multiple,
    countIf(session < toDate('2021-02-08')) AS baseline_sessions,
    round(maxIf(put_contracts, session = toDate('2021-02-08')) / maxIf(call_contracts, session = toDate('2021-02-08')), 2) AS event_put_call,
    round(sumIf(put_contracts, session < toDate('2021-02-08')) / sumIf(call_contracts, session < toDate('2021-02-08')), 2) AS baseline_put_call,
    round(sumIf(put_contracts, session < toDate('2021-02-08')) / sumIf(call_contracts, session < toDate('2021-02-08')) - maxIf(put_contracts, session = toDate('2021-02-08')) / maxIf(call_contracts, session = toDate('2021-02-08')), 2) AS callward_shift
FROM daily
HAVING countIf(session = toDate('2021-02-08')) > 0 AND countIf(session < toDate('2021-02-08')) > 0

0.85 milioni mikataba ya chaguzi za TSLA ilifanyika biashara siku hiyo — 0.78x wastani wa mwezi uliopita wa 1.09 milioni. Si mlipuko; siku ya chini ya wastani hata kwa hesabu ya mikataba. Mchanganyiko uliegemea: uwiano wa put/call (mikataba ya put ikigawanywa na mikataba ya call, kipimo cha jumla cha mwelekeo ambao wafanyabiashara wanalipia) ulichapisha 0.52 dhidi ya 0.7 katika kipindi cha msingi — mwelekeo wa call wa 0.18. Maslahi ya juu zaidi kuliko kawaida ya mwezi uliopita, kwa kiasi cha mikataba kisicho cha kawaida. Mkanda wa hisa, mkanda wa chaguzi, hukumu moja: ilionekana, ilichukuliwa, ikaendelea.

Je mwendo ulishikilia?

Uchambuzi wa kina unamdai msomaji swali linalofuata: je 1.3% ilikuwa mwanzo wa jambo fulani? Hapa kuna siku ya ufunuo pamoja na vikao ishirini vilivyofuata, kila fungo likiwa limeelekezwa kwa Februari 8:

WITH daily AS (
    SELECT
        toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
        round(argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS close_usd
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'TSLA'
      AND window_start >= toDateTime('2021-02-08 00:00:00') AND window_start < toDateTime('2021-03-11 01:00:00')
    GROUP BY et_date
)
SELECT
    toString(et_date) AS session,
    close_usd,
    round((close_usd / (SELECT close_usd FROM daily WHERE et_date = toDate('2021-02-08')) - 1) * 100, 1) AS pct_from_feb8
FROM daily
ORDER BY et_date ASC
LIMIT 21

Hapana. TSLA haikufungwa tena juu ya fungo la siku ya ufunuo ndani ya dirisha hili. Vikao vitano baadaye (2021-02-16), mabadiliko yanayoendelea yalisoma -7.8%; kufikia 2021-03-08 ilisoma -34.8%, na mruko mkali kwenye safu ya mwisho ya dirisha bado uliacha kwa -22%. Hakuna hata moja ya hayo ambayo ni taarifa kuhusu bitcoin — kipindi hicho hicho kilikuwa kikali kwa majina ya ukuaji wa wingi wa juu wa enzi hiyo kwa ujumla, na Februari 8 iko karibu na sehemu ya juu ya safu ya TSLA ya mapema-2021. Utafiti wa tukio la siku moja hurithi utawala wowote unaotua ndani yake; kusimulia chati hii kama "ununuzi wa bitcoin uliogonga kilele cha Tesla" husoma bahati mbaya kama utaratibu.

Magari kwa bitcoin, mabadiliko ya mwelekeo, na kutoka kwa 2022

Ahadi ya pili ya 10-K — kukubali bitcoin kama njia ya malipo — ina mwendo kamili na wenye tarehe, na ndiyo sehemu ambayo tafiti nyingi za "Tesla bitcoin" zinahusu hasa:

1. Februari 8, 2021 — 10-K inafichua ununuzi wa $1.5 bilioni na nia ya kukubali bitcoin kama malipo (imepokelewa juu ya ukurasa huu).
2. Machi 24, 2021 — Musk anatangaza kwamba wateja wa Marekani wanaweza kununua Tesla kwa bitcoin. Jaribio linaanza.
3. Aprili 26, 2021 — pamoja na matokeo ya robo ya kwanza, Tesla inafichua kwamba iliuza "takriban 10%" ya umiliki wake wa bitcoin, ulioelezwa wakati huo kama onyesho la ukwasi — takwimu iliyonukuliwa kutoka kwa maandishi ya ufichuzi ya kampuni yenyewe, si swala la ghala.
4. Mei 12, 2021 — takriban wiki saba baada ya malipo kuanza, Tesla inasimamisha ununuzi wa magari kwa bitcoin, ikitaja mchanganyiko wa nishati ya mafuta ya kisukuku katika uchimbaji. Msimamo wa hazina unabaki.
5. Julai 20, 2022 — sasisho la robo ya pili la Tesla linafichua kutoka kubwa: "ilibadilisha takriban 75% ya umiliki wake wa bitcoin kuwa sarafu ya kawaida," ikiongeza "$936 milioni ya pesa taslimu" kwenye mizania — takwimu zilizonukuliwa kutoka kwa maandishi ya jalada la kampuni yenyewe; ghala hili halina safu ya umiliki wa bitcoin kukokotoa kwa kujitegemea.

Ufichuzi huo wa mwisho uliacha aina hiyo hiyo ya mkondo wa karatasi na tepu kama wa kwanza, kwa hivyo unapata matibabu sawa:

WITH
    (
        SELECT round(argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'TSLA'
          AND window_start >= toDateTime('2022-07-20 00:00:00') AND window_start < toDateTime('2022-07-21 04:00:00')
    ) AS jul20_close,
    (
        SELECT count()
        FROM global_markets.stocks_sec_edgar_index
        WHERE cik = '0001318605' AND filing_date = '2022-07-20' AND form_type = '8-K'
    ) AS eightk_count
SELECT
    eightk_count AS disclosure_8k_on_file,
    jul20_close AS prior_close,
    round(argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS jul21_close,
    round((argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / jul20_close - 1) * 100, 1) AS next_session_change_pct,
    round(toFloat64(sum(volume)) / 1e6, 1) AS jul21_shares_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'TSLA'
  AND window_start >= toDateTime('2022-07-21 00:00:00') AND window_start < toDateTime('2022-07-21 23:59:00')

8-K ya ufichuzi iko kwenye jalada (1 jalada la Julai 20, 2022 katika rekodi zetu za EDGAR), na taarifa ilitolewa baada ya kufungwa kwa siku hiyo. Kikao kilichofuata TSLA ilipanda 9.8%, kutoka $742.28 hadi $815.21 kwa hisa milioni 46.5. Onyo moja la uaminifu kabla ya mtu yeyote kuhifadhi hilo kama "soko lilisherehekea uuzaji wa bitcoin": taarifa hiyo hiyo ilibeba matokeo kamili ya robo ya pili ya Tesla, na mstari wa bitcoin ulikuwa aya moja yake. Kwa upande wowote, tepu haitenganishi bitcoin — kuingia kulifanana na kikao cha +1.3%, kutoka kulifanana na kikao cha +9.8% kilichokuwa na ripoti nzima ya mapato ndani yake.

Kile Siku Hii Inafundisha

Mitambo miwili. Kwanza, mahali ambapo ufichuzi unaishi huunda jinsi unavyoweka bei: kifungu cha 10-K kinaenea sokoni kwa saa kadhaa kinaposomwa, tofauti na hatua ya mpangilio ya tangazo lililopangwa — sababu moja kwa nini vikundi vya asubuhi hubeba mwendo. Pili, umuhimu wa tukio na ukubwa wa mwendo wa hisa siku hiyo ni vitu tofauti: asilimia ya wastani ya kikao hiki inaficha matokeo yake, ambayo yalijitokeza kwa miaka kadhaa wakati swali la kampuni-bitcoin likawa mjadala wa kudumu wa hazina — na wakati kutoka kwa nafasi yenyewe, iliyopokelewa hapo juu, ilifunga mzunguko katika ufuatanao huo wa hati. Siku za kihistoria hazionekani kuwa za kihistoria kwenye mkanda; rekodi ya uwasilishaji mara nyingi ndiyo risiti bora.

Pia kuna somo la kiwango katika kuoanisha namba mbili zinazohusika: $1.5 bilioni ilikuwa 7.7% ya pesa taslimu ya Tesla mwishoni mwa mwaka na hitilafu ya kuzungusha dhidi ya thamani yake ya soko, lakini ufichuzi uliweka upya mjadala mzima wa sera — wahazina, wakaguzi, na bodi ghafla walihitaji maoni kuhusu bitcoin. Umuhimu katika uwasilishaji hupimwa kwa dola; umuhimu katika masoko hupimwa kwa mfano. Pengo kati ya vipimo hivyo viwili ndipo siku hii inapoishi.

Maswali ya mara kwa mara kuhusu Bitcoin ya Tesla

Je, Tesla ilitangazaje ununuzi wake wa bitcoin?

Ndani ya ripoti yake ya mwaka — 10-K iliyowasilishwa Februari 8, 2021, iliyopokelewa hapo juu kutoka kwa faharasa ya EDGAR — ikifichua ununuzi wa dola bilioni 1.5 na nia ya kukubali bitcoin kama njia ya malipo.

Je, Tesla ilinunua bitcoin kiasi gani?

Thamani ya dola bilioni 1.5. 10-K ilifichua kiasi cha dola, kamwe haikutaja idadi ya sarafu; makadirio ya idadi ya sarafu yanayotajwa sana ni makadirio ya nje yanayogawanya dola hizo kwa bei za bitcoin za mwanzoni mwa 2021.

Je, hisa ya Tesla ilifanya nini wakati ununuzi wa bitcoin ulipotangazwa?

Iliinuka kwa 1.3% katika kikao hicho — siku ya chini ya wastani kwa kuzingatia miezi mitano iliyopita ya Tesla, ambapo 80 ya 109 vikao vilihamia zaidi. Mabadiliko makubwa siku hiyo yalikuwa ya hisa zinazohusiana na bitcoin kama vile wachimbaji, zilizopokelewa hapo juu.

Je, Tesla iliwahi kukubali bitcoin kwa ununuzi wa magari?

Ndiyo, kwa muda mfupi. Malipo ya bitcoin kwa wateja wa Marekani yalianza Machi 24, 2021, na Tesla ilisitisha mfumo huo Mei 12, 2021 katika taarifa ikitaja mchanganyiko wa nishati ya mafuta ya kisukuku katika uchimbaji wa bitcoin — takriban wiki saba za malipo ya moja kwa moja ya bitcoin.

Je, Tesla bado inashikilia bitcoin yake?

Tesla ilifichua Julai 20, 2022 kwamba ilikuwa imebadilisha takriban 75% ya bitcoin yake kuwa sarafu ya kawaida, na imerekebisha salio tangu wakati huo. Jibu la sasa linapatikana mahali pale lilipo la awali: katika 10-Q au 10-K ya hivi karibuni ya kampuni.

Kila paneli hapo juu ni swala lililohifadhiwa na lenye matoleo kwenye kanda ya kihistoria — panua SQL ili kuona kila kipimo. Unataka kuhisi siku hii badala ya kuisoma? Ni moja ya matukio yanayoweza kuchezwa katika simulator ya biashara ya Strasmore Labs.