🔥 #NVIDIA MEETING PRESSURE – IS BITCOIN REALLY "IN TROUBLE"?
Nvidia is facing significant inventory and debt pressure due to the cooling AI investment cycle. Some small to medium AI companies have mortgaged digital assets (including BTC) to secure loans, expand infrastructure, and purchase AI chips during the peak phase.
Key points to clarify:
There is no evidence that the entirety or majority of loans for purchasing Nvidia chips are secured by Bitcoin.
The figure of "26 billion USD in BTC collateral" is currently just an estimate circulating on social media and has not been confirmed by on-chain data or credit reports.
So where does the real risk lie?
If the AI cycle slows down dramatically, highly indebted companies will be forced to reduce leverage and sell risky assets (stocks, crypto).
In a worst-case scenario, BTC may face liquidity-driven selling pressure, but it is not necessarily a chain reaction of forced liquidation as rumored.
Impact on Bitcoin
This is a macro risk – liquidity, not an inherent risk of Bitcoin.
It would only occur in the worst-case scenario, when credit tightens significantly and the market turns risk-off en masse.
Conclusion:
Bitcoin may be indirectly affected, but the narrative of "Nvidia crashing pulls BTC down significantly" currently lacks sufficient reliable data. Investors should monitor credit flows, interest rates, and forced selling behavior, rather than panic over rumors.
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