NVIDIA’s earnings just dropped, and bStocks saw an initial reaction.
Reuters reports that Nvidia’s next-quarter revenue guidance came in above expectations, while The Guardian put it more bluntly: quarterly revenue is almost doubled, approaching $100 billion. On-chain, at the current price of about 218.99U for $NVDAon, it’s up around +2.5% over 24h, with roughly 3.94 billion U in volume; $NVDAB is also up +2.2%, with about 3.31 billion U in volume.
I think this move is more interesting than just looking at the bullish percentage. $BTC has only been inching up gradually, but on-chain AI-chip stocks directly drove trading volume to the top. It’s not that the capital didn’t move—it's just that it’s more selective about which events to target.
That said, at this point I won’t just chase the excitement. After earnings, the biggest risk is U.S. equities’ main order book cashing out. And since these are tokenized stocks—not direct holdings—there can be price gaps between 24/7 quotes and U.S. market sessions, so on-chain liquidity depth also needs monitoring.
What do you think about this Nvidia earnings report—will it keep igniting the AI main theme, or is it time again for “good news to land, then cash out”? #bStocks #RWA #AI观察
Reuters reports that Nvidia’s next-quarter revenue guidance came in above expectations, while The Guardian put it more bluntly: quarterly revenue is almost doubled, approaching $100 billion. On-chain, at the current price of about 218.99U for $NVDAon, it’s up around +2.5% over 24h, with roughly 3.94 billion U in volume; $NVDAB is also up +2.2%, with about 3.31 billion U in volume.
I think this move is more interesting than just looking at the bullish percentage. $BTC has only been inching up gradually, but on-chain AI-chip stocks directly drove trading volume to the top. It’s not that the capital didn’t move—it's just that it’s more selective about which events to target.
That said, at this point I won’t just chase the excitement. After earnings, the biggest risk is U.S. equities’ main order book cashing out. And since these are tokenized stocks—not direct holdings—there can be price gaps between 24/7 quotes and U.S. market sessions, so on-chain liquidity depth also needs monitoring.
What do you think about this Nvidia earnings report—will it keep igniting the AI main theme, or is it time again for “good news to land, then cash out”? #bStocks #RWA #AI观察
