NVIDIA’s overnight market value surges by $442 billion—marking the second-largest one-day gain in U.S. stock market history. But what’s even more worth paying attention to in the crypto market is the line in its earnings report.
On the conference call, Jensen Huang said again, “We have achieved AGI.” Revenue reached $96.2 billion, doubling year over year, and the guidance for the next fiscal year is set to rise another 70%. Salesforce jumped 22% as well, and the entire AI sector went on a wild rally.
For crypto, the spillover effect from this AI bull market is real: the compute narrative has pushed AI coins like Bittensor up by +10% in a single day, while institutional capital moves back and forth between AI in U.S. stocks and crypto AI tracks. Every upside-than-expected NVIDIA earnings report is adding to risk appetite across the AI space.
But note this: the more U.S. stocks’ AI sector rises, the more concerns grow that the crypto AI track is getting drained—hot money will prioritize markets with better liquidity, like U.S. equities. The real beneficiaries are coins with solid business fundamentals, not those merely riding buzzwords.
With this AI rally, will crypto follow? Let’s discuss in the comments.加入社群领取策略
On the conference call, Jensen Huang said again, “We have achieved AGI.” Revenue reached $96.2 billion, doubling year over year, and the guidance for the next fiscal year is set to rise another 70%. Salesforce jumped 22% as well, and the entire AI sector went on a wild rally.
For crypto, the spillover effect from this AI bull market is real: the compute narrative has pushed AI coins like Bittensor up by +10% in a single day, while institutional capital moves back and forth between AI in U.S. stocks and crypto AI tracks. Every upside-than-expected NVIDIA earnings report is adding to risk appetite across the AI space.
But note this: the more U.S. stocks’ AI sector rises, the more concerns grow that the crypto AI track is getting drained—hot money will prioritize markets with better liquidity, like U.S. equities. The real beneficiaries are coins with solid business fundamentals, not those merely riding buzzwords.
With this AI rally, will crypto follow? Let’s discuss in the comments.加入社群领取策略
