Bitcoin and Nvidia: From "Mining Boom Ties" to "Weak Connection in the AI Era," Has Future Investment Logic Changed?تابع ➕ أعجبني وأرسل Follow ➕ like and forward
Once upon a time, the Bitcoin mining boom made Nvidia's GPUs the "hard currency" of the mining community. Now, with the AI revolution pushing Nvidia's market value to over $5 trillion, the relationship between the two is no longer simply one of "shared glory." Clarifying Bitcoin's impact on Nvidia's future investments and development hinges on understanding the weakening of "historical ties" and the potential space for "new connections." Looking back, Bitcoin's impact on Nvidia can be described as a "double-edged sword." The two rounds of explosive price increases in 2017 and 2020-2021 led to a surge in demand for GPU mining, causing the price of Nvidia's RTX 30 series graphics cards to double. In 2021, sales of mining-related chips accounted for a quarter of its quarterly shipments, with CMP mining-specific chips generating sales of $155 million in a single quarter. However, behind the frenzy lies significant risk: the Ethereum merger in 2022 marked the end of the GPU mining era, combined with global mining farm exit policies, Nvidia's revenue fell by 17% year-on-year, and net profit plummeted by 72%, with stock prices nearly halving. Worse still, the volatility in the mining business not only sparked dissatisfaction among gamers but also led to Nvidia being fined $5.5 million by the SEC for improper information disclosure, prompting it to decisively "distance itself from crypto mining."
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Bitcoin Corrected Amid Institutional Confidence
Short-Term Pressure, Long-Term Optimism
Bitcoin has once again experienced a slight correction in the last 24 hours with a decline of about 1.1%, bringing its price to around $89,360.79. This movement reflects the short-term bearish momentum that continues to weigh on the market, as traders adopt a more cautious stance following the previous rally. Although this decline is relatively limited, it emphasizes that volatility remains an integral part of Bitcoin's dynamics.
Behind this short-term price pressure, institutional interest in Bitcoin continues to show strength. Major banks and Bitcoin-based ETF products have recorded consistent inflows, indicating that institutional investors still view BTC as a strategic asset in long-term portfolios. This flow of funds acts as a structural support, often dampening excessive selling pressure when the retail market weakens.
🌟Today's cryptocurrency market is explosive! The SEC ends the era of "law enforcement regulation," and the classification rules for crypto assets are implemented; traditional asset management giants collectively enter the market, BlackRock's Bitcoin ETF scale exceeds $86 billion; Hong Kong becomes the world's first fully regulated region for stablecoins, HashKey races to become "Asia's first crypto stock," with compliance and liquidity both surging, signaling a new round of market activity! #btc
🚀 The crypto market welcomes a super favorable day! Three crypto bills have been enacted in the United States, clarifying regulations for stablecoins and exchanges; Kazakhstan increases crypto investment with 300 million in foreign exchange reserves, Texas purchases 10 million Bitcoin ETFs; ERC20 stablecoin supply breaks 160 billion, setting a record, market purchasing power fully activated, double confirmation of policy bottom and capital bottom! #btc
🔥Epic good news resonance in the cryptocurrency world! The U.S. approves Ripple/Circle crypto bank licenses, the Federal Reserve cuts interest rates + invisible monetary easing injects liquidity, Vanguard opens Bitcoin ETF to 8 million customers, an additional 600 billion funds are on the way~ Hong Kong's stablecoin regulation strengthens compliance foundation, ETH upgrade lowers L2 transaction fees to $0.001, a triple tailwind of policy + funds + technology, the industry officially enters the institutional golden period! $ETH #ETH走势分析
Bitcoin and Nvidia: From "Mining Boom Ties" to "Weak Connection in the AI Era," Has Future Investment Logic Changed?تابع ➕ أعجبني وأرسل Follow ➕ like and forward
Once upon a time, the Bitcoin mining boom made Nvidia's GPUs the "hard currency" of the mining community. Now, with the AI revolution pushing Nvidia's market value to over $5 trillion, the relationship between the two is no longer simply one of "shared glory." Clarifying Bitcoin's impact on Nvidia's future investments and development hinges on understanding the weakening of "historical ties" and the potential space for "new connections." Looking back, Bitcoin's impact on Nvidia can be described as a "double-edged sword." The two rounds of explosive price increases in 2017 and 2020-2021 led to a surge in demand for GPU mining, causing the price of Nvidia's RTX 30 series graphics cards to double. In 2021, sales of mining-related chips accounted for a quarter of its quarterly shipments, with CMP mining-specific chips generating sales of $155 million in a single quarter. However, behind the frenzy lies significant risk: the Ethereum merger in 2022 marked the end of the GPU mining era, combined with global mining farm exit policies, Nvidia's revenue fell by 17% year-on-year, and net profit plummeted by 72%, with stock prices nearly halving. Worse still, the volatility in the mining business not only sparked dissatisfaction among gamers but also led to Nvidia being fined $5.5 million by the SEC for improper information disclosure, prompting it to decisively "distance itself from crypto mining."
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#BinanceBlockchainWeek November 2025 saw significant outflows from U.S. spot Bitcoin ETFs, totaling around $3.5 billion, which added to the selling pressure. This trend is being compounded by speculation that major corporate BTC holders might be forced to sell some of their vast Bitcoin reserves if their internal valuation metrics dip below a certain threshold. These fears have a notable psychological impact on the market, contributing to the current "Fear" sentiment displayed on the Crypto Fear & Greed Index.
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