According to @garyblack00, Tesla’s U.S. EV market share rose to 58.9% in Q4 2025 from 44.4% in Q4 2024 after the $7,500 EV credit expired, with full-year 2025 share at 46.2% versus 44.3% in 2024, and EVs fell to 7.8% of total U.S. auto sales from 8.1% (-2% YoY), source: @garyblack00; Cox Automotive Q4 2025 EV Sales Report. GM ranked No. 2 with a 13.3% U.S. EV share in 2025 versus 8.8% in 2024 (+48% YoY), while Ford was No. 3 at 6.6% versus 7.5% (-14% YoY), source: @garyblack00; Cox Automotive Q4 2025 EV Sales Report. For traders, the post-incentive Q4 share surge underscores Tesla’s near-term competitive lead amid softer overall EV adoption, which is relevant for positioning in TSLA versus legacy OEMs, source: @garyblack00; Cox Automotive Q4 2025 EV Sales Report. In crypto markets, risk-on moves in U.S. tech have historically coincided with higher BTC-equity correlations, so shifts in megacap auto-tech sentiment can influence BTC and ETH volatility, source: Kaiko Research 2024 Market Structure Update.