According to @garyblack00, Tesla issued a press release circulating an Investor Relations–compiled Q4 2025 delivery consensus of 423K, which he characterizes as highly unusual for the company, source: Tesla Investor Relations press release; @garyblack00. He notes Bloomberg’s Q4 delivery consensus stands at 445K and can be stale if analysts do not update promptly, underscoring a 22K gap between commonly referenced benchmarks, source: Bloomberg consensus as cited by @garyblack00. He infers that distributing the lower IR-derived consensus signals 4Q actual deliveries are likelier around 420K than 445K, setting expectations toward the lower band into the print, source: @garyblack00. For crypto traders, cross-asset context matters: BTC’s correlation with the Nasdaq 100 has intermittently turned positive in 2023–2024, so risk sentiment around large-cap tech like TSLA can affect digital assets in the short term, source: Kaiko research.