Amazon plans to lease back $8 billion of Blackwell chips; Binance’s pre-market spread for $NVDAB is rather wide—it's better to place limit orders
$8 billion worth of Nvidia Blackwell chips is being taken by Amazon to use for an asset sale-and-leaseback. Tonight, on Binance, watch $NVDAB and $QQQB and check the order-book pre-market spread first.
I just looked through Amazon’s financing plan. In five state data centers, the $8 billion worth of Nvidia Blackwell chips is transferred to an SPV to issue bonds, and then rent is paid monthly to lease the computing power back. Broadcom also provided a $60 billion chip loan to Anthropic, and Blackstone accepted $9 billion in junior debt. Ahead of trading on the U.S. stock market, Nvidia shares rose 2.4%; on Binance, the order book for NVDAB spot also saw buy orders pick up.
The easiest way to play bStocks on Binance is to directly deduct USDT from your spot balance—no need to mess with USD wire transfers, and Convert/Flash swaps have no fees. But I just watched the app’s order book for a bit; since U.S. stocks haven’t opened yet, the spreads posted by market makers are around 0.5% to 0.8%. Order-book depth is also far worse than during regular trading hours. If you buy $3,000 worth of spot and immediately hit the market price with a market order, you’ll be “nibbled” by roughly a $20 spread right at entry—it's not worth it.
Bitcoin is currently hovering above $86,450. After tech stocks open higher, they often get washed back and forth repeatedly at the start of U.S. trading. If you really plan to pick up Nvidia chips from the Binance order book, using limit orders to buy in batches is much more cost-effective than hard-chasing with market orders. Wait until 21:30 U.S. stock spot market opens—once the premiums on both sides are completely evened out, you’ll likely have a much lower cost basis for your positions.
#亚马逊拟售80亿美元英伟达芯片
$8 billion worth of Nvidia Blackwell chips is being taken by Amazon to use for an asset sale-and-leaseback. Tonight, on Binance, watch $NVDAB and $QQQB and check the order-book pre-market spread first.
I just looked through Amazon’s financing plan. In five state data centers, the $8 billion worth of Nvidia Blackwell chips is transferred to an SPV to issue bonds, and then rent is paid monthly to lease the computing power back. Broadcom also provided a $60 billion chip loan to Anthropic, and Blackstone accepted $9 billion in junior debt. Ahead of trading on the U.S. stock market, Nvidia shares rose 2.4%; on Binance, the order book for NVDAB spot also saw buy orders pick up.
The easiest way to play bStocks on Binance is to directly deduct USDT from your spot balance—no need to mess with USD wire transfers, and Convert/Flash swaps have no fees. But I just watched the app’s order book for a bit; since U.S. stocks haven’t opened yet, the spreads posted by market makers are around 0.5% to 0.8%. Order-book depth is also far worse than during regular trading hours. If you buy $3,000 worth of spot and immediately hit the market price with a market order, you’ll be “nibbled” by roughly a $20 spread right at entry—it's not worth it.
Bitcoin is currently hovering above $86,450. After tech stocks open higher, they often get washed back and forth repeatedly at the start of U.S. trading. If you really plan to pick up Nvidia chips from the Binance order book, using limit orders to buy in batches is much more cost-effective than hard-chasing with market orders. Wait until 21:30 U.S. stock spot market opens—once the premiums on both sides are completely evened out, you’ll likely have a much lower cost basis for your positions.
#亚马逊拟售80亿美元英伟达芯片
