AI is booming, Bitcoin is near $80K but the Fed is back in control Markets are facing an interesting conflict: AI growth remains extremely strong, while US inflation is still too high for the Fed to relax. ₿ Bitcoin: $BTC is trading around $79–81K, supported by strong institutional demand. US spot Bitcoin ETFs have attracted roughly $2.5B over seven trading sessions. The real test now: can Bitcoin hold $80K if Treasury yields and the dollar move higher? 🇺🇸 US Macro: PCE inflation remains around 3.7% YoY, Q2 GDP growth slowed to 1.5%, and consumer momentum is weakening. At the same time, manufacturing remains strong. That creates a difficult mix: Inflation sticky → Consumer slowing → Fed flexibility ↓ 🤖 NVIDIA: revenue reached $96.2B, confirming that AI compute demand remains extremely strong. But the AI investment thesis is evolving: Models → GPUs → Memory → Networking → Cooling → Power → Data Centers The next big opportunity may increasingly be in AI infrastructure, not just models or chips. 🇨🇳 China: weak domestic growth is now being combined with energy-security risks as Middle East tensions disrupt oil flows into Asia. 🎯 My view: NVIDIA removed one major market concern — AI demand is not slowing yet. Now the biggest risk moves back to the bond market. Watch: Jackson Hole → 2Y/10Y Treasury → DXY → Nasdaq → Bitcoin If $BTC holds near $80K despite higher yields and a stronger dollar, the alternative monetary asset narrative becomes much more interesting. The question is no longer: “How strong are NVIDIA and #Bitcoin ?” It’s: “How high can interest rates go before they start to break them?” #BTC Price Analysis#