$ONE$NVDA Nvidia teams up with Aolani to deploy 22,000 GPUs across Southeast Asia, with AI factory capacity exceeding 100MW. Combined with the S&P 500 companies’ earnings that are expected to grow 25%+ for three consecutive quarters, and the AI rally continuing to support strength in Nasdaq futures, the macro risk appetite remains somewhat favorable. For BTC and crypto, the expansion of AI computing power strengthens the “compute is an asset” narrative—benefiting decentralized compute and AI-related tokens—though the main flow of capital is still in the US stock AI ecosystem. BTC is likely to track higher in the short term rather than lead the move. Currently at $86,688, up +1.81% over 24h, this is a mild rebound. Trading idea: lean bullish but keep a light position. BTC support is $84,000 and resistance is $89,500. On pullbacks toward support, build long positions in batches; keep exposure to no more than 30%. If resistance is broken on increased volume, you can add more. If it breaks below $83,000, cut losses. NVDA itself can serve as a barometer for the AI theme to monitor in parallel. Do you want to focus more on building a position in NVDA or BTC?