【BTC Reclaims $80K as NVIDIA Earnings Spark an AI Rally, SOL Soars 8% to Lead, Worsh’s Speech Today Sets the Tone】

Fear and Greed Index 73, the greed zone. BTC is at $80,761, up 2.65% in the past 24 hours, reclaiming the area above $80,000. NVIDIA’s earnings fueled a global AI rally—overnight Nasdaq rose 1.57%, NVDA surged 8.74% in a single day, and its market cap increased by $442 billion, the second-highest on record. Salesforce jumped 22.6% and CrowdStrike rose 20.5%, driving a breakout in the software and cybersecurity sectors. July’s year-over-year PCE inflation persistence remains at 3.7%. Today’s biggest variable is the speech by Federal Reserve Chair Wads—Jackson Hole. With an increasingly hawkish background, rate-cut expectations remain uncertain; the probability of a rate hike in September still hangs overhead.
Cryptocurrency recommendations
SOL
Current: $109.08 | +8.25% in 24h | +16.23% in 7d | Composite score 88/100
Outlook: Bullish, targeting $112–$116 in the next 3 days. SOL surged 8.25% today, leading the major coins; it is up 16% over 7 days, the strongest main theme across the market. Yesterday’s forecast for the $105–$108 target has been met. NVDA’s earnings reignited risk appetite for AI, Solana ecosystem activity remains strong, and the trend is accelerating.
Rationale: Biggest surge leading the market + strongest over 7 days + AI sentiment alignment.
Risks: After a 8% one-day rise, the short-term may be overbought. If Waller’s remarks turn hawkish, there could be a pullback to 102. Control position size when chasing.
BTC
Current: $80,761 | +2.65% in 24h | +3.07% in 7d | Composite score 78/100
Outlook: Bullish, targeting $82,500–$84,000 in the next 3 days. BTC has reclaimed the level above $80,000. AI-driven risk appetite is broadly recovering, with ETF inflows continuing. The $80,000 level has shifted from resistance to support—once it holds, it can open up upside room.
Rationale: Reclaiming $80k + AI theme alignment + ETF inflows.
Risks: Today’s Waller/Jackson Hole speech is the biggest variable. If the tone is hawkish, it could pull back to $78,000. Defend the $79,500 level.
ETH
Current: $2,522 | +1.33% in 24h | +0.21% in 7d | Composite score 74/100
Outlook: Bullish, targeting $2,560–$2,600 in the next 3 days. ETH is strengthening in line with the broader market. Yesterday’s forecast for $2,550–$2,600 has not been fully realized. NVDA’s earnings boost AI and on-chain risk appetite; ETF inflows continue. After breaking above $2,530, it may accelerate.
Rationale: AI sentiment lift + ETF inflows + catch-up room.
Risks: ETH is weaker relative to SOL. If BTC spikes and then pulls back, ETH could revisit $2,450. Defend $2,480.
U.S. stock recommendation
NVDA
Current: After earnings, it surged 8.74%; market cap increased by $442 billion in a single day—the second-highest in history.
Outlook: Bullish, targeting $235–$245 in the next 3 days. Q2 revenue rose 962 million (+106%). Growth guidance for fiscal 2028 is 70%, far above expectations. Amazon added 2 million GPUs. The market is once again recognizing the view that AI compute demand has not peaked, so the strong trend is likely to continue.
Rationale: Earnings beat expectations + demand accelerating + valuation re-rating.
Risks: After a 8.7% one-day rise, it may be overbought short term. Profit-taking could trigger a pullback to 215.
CRM
Current: Earnings beat expectations and surged 22.55%, in collaboration with Anthropic
Outlook: Bullish, expecting the strong momentum to continue over the next 3 days. Salesforce earnings beat expectations and raised its full-year guidance. Its collaboration with Anthropic Claude opens up imagination for AI applications. The software sector is ignited by NVDA’s market action, spreading the AI narrative.
Rationale: Earnings beat expectations + AI partnership + sector-wide resonance.
Risks: After a 22% jump in one day, chasing carries high risk. If AI sentiment cools, there could be a rapid pullback of gains.
MU
Current: SK hynix has kicked off construction of a $4 billion storage center in the U.S.; mass production of HBM4E in 2029.
Outlook: Bullish, expecting the strong momentum to continue over the next 3 days. NVDA’s earnings reinforce HBM demand; SK hynix building a plant in the U.S. confirms expansion in the storage supply chain, and a tight HBM supply/demand situation is likely to persist. Micron, as a key HBM supplier, directly benefits.
Rationale: HBM shortage + storage expansion + NVDA-driven lift.
Risks: The storage sector is volatile; if AI sentiment slips, it could lead to a broader downside catch-up.
(IceFire Island Research Daily | 2026-08-28)