Fundamental Analysis doesn't work for Bitcoin. And if you use it for Tesla, it won't tell the whole story.
Guys like this want to use fundamental analysis, which is fine. There's nothing wrong with it. But there's nothing special about it either. The fundamental analysis people think that it's holy, that there's something special about it that makes it better than other investment strategies. But fundamental analysis is just one tool, it applies to some assets well and others poorly.
But as this video says, Bitcoin doesn't have fundamentals. It's not a currency. It's something new. It's price comes from the story people tell about it. Read Narrative Economics by Robert Schiller. He won the Nobel Prize (for work he did on another topic). If that's too much to ask, just read the first chapter of it, it's about Bitcoin and why it has value at all.
Making fun of dumb people and their pro-Bitcoin arguments makes for an amusing video but doesn't help us decide whether to hold or sell Bitcoin.
If you don't think Bitcoin has any fundamental value unless the US undergoes hyperinflation or societal collapse, look at people in countries like Argentina and Venezeula. Bitcoin has already served as a store of value for people living under oppressive currency manipulation. This argument has been stale for years. There's a big world out there outside of the US.
In Tesla's case, the (reasonable) thesis behind its market cap is that it is a step-change company. You can put up Tesla numbers against big old guard companies all you want and Tesla will always look terrible. But fundamental analysis can't explain meme stocks, moon shot companies like Tesla, or crypto. Fundamental analysis is great if you're deciding between an investment in General Electric and Exxon, old guard companies with steady businesses that operate quarter by quarter.
Tesla isn't like that, their business will either collapse or disrupt the fossil fuel vehicle industry, justifying their valuation over a long time scale of a decade or more. You have to think big to see this, and acknowledge that while massive undertakings usually fail, sometimes people do succeed.
Is everyone who owns Tesla stock a visionary genius? No. But while OP correctly points out quite a few fallacies to avoid when evaluating an investment, they miss a few of their own.
If everyone was this short-sighted we'd never get any big breakthrough tech.