The AI Cloud line has moved again—this time, it’s Nebius.
$NBISon (Nebius tokenized stocks, Ondo BSC) is up about +30.2% over the past 24h. Current price is around 249.1U, and 24h trading volume is about 10.97 billion U; the same-name bStocks version, NBISB, is also near +30%. Looking at the real 1h candles, from the low around August 7 at ~79.8 it was pulled all the way up to today’s high around ~250—it’s extremely dramatic.
Behind this isn’t just a random pump of a single coin. Nebius’ Q2 earnings just came out. Multiple media outlets reported that revenue beat expectations; demand for AI cloud has surged. In Blockspace’s figures, Q2 revenue is stated as +454%. On the same AI infrastructure track, CRWVon is also up +21.5% over 24h, and SMCIon is up about +19.8%.
My take: this time on-chain isn’t just hype about a name first—it’s repricing based on earnings reports and AI compute demand. The issue is that the move has already been very strong: tokenized stocks trade 7*24, and there will be price gaps versus U.S. stock trading hours, while on-chain liquidity is also thinner. Don’t get carried away by +30%—after the earnings-related positives are fully priced in, pullbacks can happen quickly.
Do you think this AI Cloud wave is a new main trend, or just an earnings-season sentiment pulse?#bStocks #RWA #AI云
$NBISon (Nebius tokenized stocks, Ondo BSC) is up about +30.2% over the past 24h. Current price is around 249.1U, and 24h trading volume is about 10.97 billion U; the same-name bStocks version, NBISB, is also near +30%. Looking at the real 1h candles, from the low around August 7 at ~79.8 it was pulled all the way up to today’s high around ~250—it’s extremely dramatic.
Behind this isn’t just a random pump of a single coin. Nebius’ Q2 earnings just came out. Multiple media outlets reported that revenue beat expectations; demand for AI cloud has surged. In Blockspace’s figures, Q2 revenue is stated as +454%. On the same AI infrastructure track, CRWVon is also up +21.5% over 24h, and SMCIon is up about +19.8%.
My take: this time on-chain isn’t just hype about a name first—it’s repricing based on earnings reports and AI compute demand. The issue is that the move has already been very strong: tokenized stocks trade 7*24, and there will be price gaps versus U.S. stock trading hours, while on-chain liquidity is also thinner. Don’t get carried away by +30%—after the earnings-related positives are fully priced in, pullbacks can happen quickly.
Do you think this AI Cloud wave is a new main trend, or just an earnings-season sentiment pulse?#bStocks #RWA #AI云