It’s a desperate move. If their core business were solid, they wouldn’t need to hype it up by adding Bitcoin to make it more attractive. This is a sign of the AI bubble bursting.
— AlexMark_CWR (@Citizenwatchrep) May 5, 2025
Nvidia, a leading technology company, is being speculated to consider a strategic allocation of Bitcoin to its corporate treasury. This move, if confirmed, could significantly enhance Nvidia’s brand positioning as a forward-thinking asset and act as a bullish catalyst for Bitcoin, potentially attracting more institutional investors into the market.
The strategic sense behind Bitcoin’s role in Nvidia’s treasury lies in the current macroeconomic pressures. The U.S. economy, despite being only halfway through the re-election cycle, has seen top public company stocks fall by over 20% in the first quarter. nvidia, with a market cap of $2.72 trillion, is no exception, with its stock valuations down 24.44% from its Q1 opening. This decline could be just the beginning of a larger drop, given the company’s exposure to potential geopolitical risks from the U.S.-China trade war and rising inflation eroding the purchasing power of the U.S. Dollar.
https://www.ainvest.com/news/nvidia-considers-bitcoin-allocation-24-44-stock-decline-2505/