Bitcoin Started the Party. Nvidia Just Threw a $442 Billion One The same risk-on wave that pushed Bitcoin toward $81,000 this week just found its biggest beneficiary yet. After crypto's sharpest rally since 2023; fueled by ETF inflows, a short squeeze, and a weakening dollar; reignited appetite for risk assets, Nvidia's blowout Q2 earnings poured gasoline on the fire, and $BTC , Ethereum, and $SOL all extended gains right alongside it. The chipmaker posted $96.2B in quarterly revenue, up 106% year-over-year and nearly $4B above estimates, with data center sales alone hitting $89B. Guidance for Q3 landed at $108B, comfortably ahead of Wall Street. Shares jumped almost 10%, adding $442 billion in market cap in a single session; the second-largest one-day gain in stock market history, trailing only Microsoft's own $450B surge weeks earlier. Nvidia's valuation now sits near $5.5 trillion. CEO Jensen Huang's net worth jumped $15B overnight, passing both Larry Ellison and Mark Zuckerberg on Forbes' billionaire list. #AI #BTC Price Analysis# #Macro Insights#