Reddit Posts
Every piece of financial advice you've every seen in social media, news, crypto news, every course for money etc is out rip you off
An approximated analysis of DOGE future price based on the current circulating supply
As crypto continues to become more and more common as a tool for investment - what do you think the makeup of a crypto index fund modeled after S&P Index Funds would look like?
When someone says "Coin XYZ has outperformed BTC in the last N months", or ANY such "X has outperformed Y over the previous N period", turn your BS meter to high. Any such comparison is INCREDIBLY sensitive to the start and end points - by months or even days.
Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards (NASDAQ:NVDA)
What will ETH miners mine after the merge?
I have over 500k in bitcoin that I bought with borrowed money because I listened to Michael Saylor
Nancy Pelosi's Husband Loads Up On Nvidia Stock Ahead Of Chip Bill As Ethereum Pumps 50% Within 7 Days From $1000 to $1500
Bitcoin did well but some web2 companies did better in 2021.
Bitcoin did well but some web2 companies did better in 2021.
How I 25x my BTC. With some proof
I scraped r/cryptomarkets for the top ticker mentions in the last 24H. Here are the results (Friday November 26, 2021)
What FET is the most underrated Cryptocurrency
How to invest in crypto by investing in the stock market.
How Crypto Impacts the Chip Shortage This Year And Beyond
How Crypto Impacts the Chip Shortage
One dipshit’s opinion as to why we’re going to have a very bullish autumn
The only thing riskier than owning crypto, is not owning crypto
You can trade profitably, but most of the time it isn't worth it.
NVIDIA Couldn’t Evaluate Crypto Mining Impact as Q1 Profit Hits Record
I feel stupid and I should feel that way because I am - A lesson in playing both sides
Mentions
That's basically it. Stocks are worth the present value of future dividends, plus cash from spinoffs, acquisitions, etc. It would be frustrating in the short term to be worth $458B but have to live off of a measly $100M a year in dividends (since NVDA dividend payout is so low) but many years in the future either myself of my children should be able to capture closer to the $458B worth of value, assuming it's fairly priced and not just an AI bubble. Another way to think about it is what if there was a share class of NVDA that wasn't entitled to any distributions or voting rights. Those shares would be worth $0 (except as a meme maybe), since there's no intrinsic value.
If NVDA price doubles, it's a reflection of the increased future earnings and value generated by the company. If I own 10% of Nvidia but they are special shares I'm never allowed to sell or borrow against, I'm one of the richest people in the world, though very illiquid. If I own 10% of BTC but it's locked and I'm never allowed to sell, I have nothing.
I'm considering to use some profit from stock for this. Consider the past data I might have a bit of time before it restart to rise fast. NVDA is going to have earning and I'll seek a good selling point. If things go smoothly I'll become a full coiner in this dip.
NVDA is only down 0.5% today while bitcoin is down 10%.
I think NVDA is gonna do very well in terms of earnings and still get slaughtered
Monthly candle need to close above 70k to rejoin the uptrend. NVDA earnings also on Feb 25. so yeah we will find out within a few weeks.
Meta still fell 7% since the weekend but generally yes. There's no black/white in the market. There's always a winner. $AMD is doing poorly, $NVDA also saw better days among others.
The "Warsh Shock" (Federal Reserve Policy) The single biggest catalyst was the nomination of Kevin Warsh as the new Fed Chairman on January 30, 2026. • The impact: Wall Street views Warsh as a "Hard Money" advocate who supports higher interest rates and a smaller Fed balance sheet. • The result: This signaled an abrupt end to the era of "cheap money," causing investors to pull out of high-risk assets like Bitcoin and tech stocks. 2. Failure of the "Safe Haven" Narrative Historically, Bitcoin was pitched as "Digital Gold"—a hedge against geopolitical chaos. However, recent events proved the opposite: • Middle East Tensions: As tensions escalated in late January, investors didn't buy Bitcoin; they sold it to move into cash and actual gold. • The Identity Crisis: While gold surged to record highs above $4,700/oz in January, Bitcoin fell, leading many institutional investors to treat it as a "high-beta tech stock" rather than a store of value. 3. ETF Outflows & Liquidation Cascades The "Big Money" that drove the 2025 rally is now the same money leaving the building: • Record ETF Outflows: US Spot Bitcoin ETFs saw nearly $1.5 billion in outflows in the last week alone. • Forced Liquidations: Over $5.4 billion in leveraged "Long" positions were wiped out in a single 72-hour window. This created a "liquidation domino effect" where falling prices triggered automatic sells, which pushed prices even lower. 4. Macro Headwinds • Government Shutdown: Fears of a partial US government shutdown in late January/early February created a "Risk-Off" environment where traders preferred the safety of the US Dollar. • AI Bubble Concerns: A broader sell-off in AI-related tech stocks (which you likely see in your NVDA/MSFT holdings) has bled over into crypto, as they are often part of the same "innovation" trade.
Nope still holding NVDA. Not really sure what to do next. Looking to buy BTC around 50k level.
Nice. Did you reinvest? I used the money to load up on NVDA during the April crash.
Same amount, same day, he invests in the companies that help make bitcoin (NVDA) and that would be worth $643,000. Or Bitcoin value of $252,156.
**You will NEVER:** - trade AAPL,NVDA,MSFT,etc shares in your Ethereum address by connecting to MetaMask and going over to Uniswap - be able to go to Robinhood and withdraw AAPL,NVDA,MSFT,etc shares to you Ethereum/Solana address - trade NYSE regulated stocks outside the financial system of brokerages, DTCCs, etc and natively on Ethereum/Solana public blockchains At some point dummies are going to realize that stocks cannot trade on public blockchains and that they were led astray by hype men **1. Identity, KYC, and Regulation Make Public Stock Trading Non-Viable** Public blockchains are fundamentally incompatible with how regulated stock markets operate. All participants in U.S. equity markets (NYSE, Nasdaq, etc.) **must be known, verified entities**. This includes: - Identity verification (KYC) - Anti-money laundering (AML) controls - Restrictions on who can buy specific securities - Tracking cost basis and holding periods - Mandatory tax reporting U.S. brokerages are **legally required to report all capital gains and losses to the IRS** using forms like **1099-B**, including: - Purchase price (cost basis) - Sale price - Holding period (short- vs long-term gains) - Wash sale adjustments A **fully public, permissionless blockchain cannot enforce these rules** because: - Wallets are pseudonymous - Anyone can transact without identity checks - There is no native way to restrict who can buy regulated securities - There is no built-in mechanism to enforce tax reporting or compliance To comply, you would have to introduce: - Permissioned blockchains - Private Layer-2 or Layer-3 networks - Whitelisting of approved wallets - Centralized identity enforcement At that point, you’ve **recreated a traditional brokerage and clearing system—just with more complexity and worse performance**. The original purpose of a public blockchain is lost entirely.
My bakery is way more asymmetrical... Bring me the dollars so we can match NVDA
No one cares. Same can apply to NVDA stock or gold or real assets. What makes BTC so special? May it's the cult like followers that makes people hate it...?
If it goes $65,000 I will sell my NVDA and all in BTC and ETH
I don’t know much, but as far as I can tell, the fear of a crash far outweighs its likelihood. Same way the ai bubble talk deflated NVDA in spite of their performance. I’m not dismissing the idea but I’d love to hear a better argument for an imminent crash that isn’t based on the rise in cost of precious metals and bubble talk.
Tech stocks, particularly NVDA is still down 15% from it's high.
When the markets and the world is volatile, and nations and people panic. What do they do first? They get rid of risky assets like NVDA, BTC and anything speculative and start worrying about the future. It is human nature
Other than real estate, precious metals, NVDA, semiconductor stocks, etc....
Thats because "Grass" went all in on NVDA, PLTR, GLD, & SLV and lives in a $10m penthouse with a private elevator & rooftop heated infinity pool
Nope, NVDA has a mechanism for generating profit, so it’s not a zero-sum game. Crypto-scams are.
Right so I shouldn't sell my NVDA shares cause I don't want the other holders to lose value.
~920k over virtually limitless money? why? You could trade up from a very small amount and be a multi-billionaire with the knowledge of TSLA or NVDA stock. Is that just too much responsibility?
NVDA did 50000% in that timeframe.
Would have made more with ETH. WAY more with NVDA.
I should’ve known better 7 years ago that although the asymmetric upside on crypto is higher than any asset class, it’s also going to be the hardest road I would’ve been so set if I stuck with my original investments in AMD and NVDA instead of stupidly going all in crypto. Im a clown 🤡
BTC pays less interest (zero) than banks do, so that is a bad analogy. Now if you are talking about investing in an asset (BTC is not money), then sure. It has risk like all investments, but would likely have a far better return than simply relying on deposit interest. But so would NVDA or the S&P. But what you are really trying to say is that your parents should be investing their money versus holding it in cash. But I for one am not one to tell people how to invest their money -- and certainly I'm not going to tell my aging parents to invest in crypto even if I do. People can make or lose money themselves.
Either you become a “bag holder” or sell too early. At this point, bag holder it is. Selling NVDA in 2009
Hyperliquid $HYPE — Buy it in Q3 & forget about it. Largest wealth-creation airdrop of 2024 with supply fully circulating, team unlocks started. Set the standard for onchain perpetuals & lowest fees on spot trading, ranging from BTC & ETH to even Fartcoin. First team to bring Equities (NVDA, TSLA, AMZN, etc.) onchain. On pace to overtake Binance with DEX:CEX volumes. Sustainable revenue buybacks to $HYPE. Longterm investment. Realistic 15-20x from here, who’s to say from where it bottoms in Q3 as part of the 4 year cycle.
You don’t get it. People are afraid of buying what they perceive to be the top. You could substitute BTC for NVDA or PLTR and it would be the same visual.
Few people appreciate that stocks are in that *exact same boat* as crypto recently. Since late-October, the S&P is up exactly 1 point from its ATH. Meanwhile, Tech (the Nasdaq) is down on the 1D / 5D / 1M chart and is still down 2% overall from its own late-October high. Meanwhile, even many of the Mag-7 are down *bad* from their own highs. Netflix -32%, Meta -18%, NVDA -12%, Apple -10%, Microsoft -14%, and only the likes of Google & Amazon are anywhere near their highs. The entire market is in a state of stasis, desperately searching for a bullish catalyst to inspire renewed confidence.
You're right that NVIDIA has been a wild ride lately—especially with the 120% swings we saw last year. It’s a great example of how 'High-Growth Tech' and 'Crypto' are starting to trade in the same risk category. However, if you look at the realized volatility for 2025, BTC actually sat around 68%, while NVDA was pushing much higher due to the AI supply-chain shifts. It's a weird moment in market history where the 'magic internet money' is starting to show more stable price floors than the world's leading chip maker. Do you think we’re reaching a point where BTC is actually a 'safer' macro play than individual AI stocks, or is this just a temporary fluke in the data?
PEPE +48% YTD Imagine investing in useless stocks like NVDA and AAPL when obviously the real future is in PEPE. 😏
I didn't. I invest in disruptive tech, which is why I hold BTC, NVDA, TSLA, PLTR, etc. Right now in this environment the best way to increase your wealth is to NOT invest the majority in BTC. Later if you decide you want to go all-in you'll be buying a lot more.
Why doesn’t an American chip making company just make an asic chip for American use? Seems like a hole in the market wanting to be filled. Imagine an NVDA purpose specific bitcoin mining chip. NVDA and BTC would both start duplicating
> These two areas could be a boom for Ethereum: Stablecoins and Real World Assets (RWA) Bagholder Bingo. The **stablecoin marketcap has gone up 200% and ETH has gone down -40%** in that time frame. | | Nov. 2021 | Oct. 2025 |:-----------|:------------:|:------------:|:------------:| | Stablecoins | $0.11 Trillion | $0.32 Trillion | ETH | $4,800 | $2,900 The **RWA Meme** has been around since 2018. **You will NEVER:** - trade AAPL,NVDA,MSFT,etc shares in your Ethereum address by connecting to MetaMask and going over to Uniswap - be able to go to Robinhood and withdraw AAPL,NVDA,MSFT,etc shares to you Ethereum/Solana address - trade NYSE regulated stocks outside the financial system of brokerages, DTCCs, etc and natively on Ethereum/Solana public blockchains > Blackrock already focusing in that direction. *~2 years ago ETH Bagholders were celebrating Blackrock tokenization** of Money Market Funds for Institutions saying, "Imagine the transactions, this will a rocket for ETH." **There have been a total of ~5,000 transactions with under ~$1K in fees over a ~2 year period.** > *"BlackRock unveils crypto fund first with $5 million minimum"* > And it’s right on ETH. **Can you imagine the number of transactions about to go down?** https://np.reddit.com/r/CryptoCurrency/comments/1bkm1u1/blackrock_unveils_crypto_fund_first_with_5/kvzup2u/ https://etherscan.io/token/0x7712c34205737192402172409a8F7ccef8aA2AEc > Prices move regardless of fundamentals. We are concentrating upon the infrastructure and capabilities of the network. I operate from the belief that, eventually, price will match the value. It's the end of 2025 and **big dummies still don't realize crypto doesn't have fundamentals.** But for a good laugh, lets look at ETH in a common fundamental metric. **Price-to-Sales (P/S), a Fundamental Valuation Metric** QQQ heavily weighted towards tech companies currently has P/S ratio (marketcap/revenue) of approximately 6.16 and is considered overvalued because it's much higher than it's historical average. NVDIA for perspective has a P/S of 23 because it's priced as a hyper growth tech stock whose revenue has gone from ~$10 Billion in 2020 to $130 Billion today and continues to grow. Using that same metric, compare popular cryptos which collect fee revenue and distribute them to their staking token holders and you see that **ETH is comically overvalued by fundamental metrics.** | Network | Daily Fees | Marketcap. | P/S |:-----------:|:------------:|:------------:|:------------:| | QQQ | -- | --- | 6.16X | TRON | $6.9 Million | $26 Billion | 10.4X | LINK | $164K | $8.9 Billion | 149X | ETH | $330K | $360 Billion | 3,000X ETH is a double speculative asset that historically has a 0.96 correlation coefficient to BTC. *ETH only appreciates when BTC goes on parabolic bullruns.* Otherwise like the rest of crypto, it does nothing relying entirely on BTC for any appreciation of value and then *loses 70% to 90% of its value when BTC goes into a bear market.* - Summer 2017, ETH hits ATH of $400 after BTC hits local top of $3,000 - January 2018, ETH hits ATH of $1,400 after BTC hits cycle top of $20K - May 2021, ETH hits ATH after BTC tops out in April 2021 - Nov 2021. ETH hits ATH in December after BTC tops out in November 2021 - August 2025. ETH briefly touches past 2021 ATH after BTC breaks $120K
Try zooming out some, you can also do it with NVDA, Rocket Lab this year, and most graphs
I wish I couldn't see my sell history on NVDA in my account. It makes me depressed.
The S&P would only be up about +47% with a 4-year daily DCA. Gold would only be up about +90% with a 4-year daily DCA. Only *two* of the seven stocks in the Mag-7 would have outperformed Bitcoin. NVDA (by nearly three-fold) and just barely Google. Meta would be slightly behind, and the rest relatively left in the dust. https://imgur.com/a/n1fltMh
Crypto got cancelled this season because of the rise of AI, war and space-related stocks everyone and their grandparents were (are?) shoveling their money into. Who needs dogcat-coin when you can get an easy 100% with a real company like NVDA or RKLB or Howmet… They’d rather buy a real company so their won’t have to rely on shitcoins made from thin air.
Go ahead and hold only BTC if that’s what you want. Go ahead and only hold NVDA stock while you’re at it. I also hold PAXG, which is actually the only crypto “token” I hold.
So far I’m up over 1200% on NVDA. Another 100% in a few years wouldn’t surprise me
Just long NVDA with 20x leverage. Or buy call options.
Wont make 100x on NVDA. I guess thats why people are still throwing money into shitcoins.
Reminder **RWA Meme** has been around since 2018. **You will NEVER:** - trade AAPL,NVDA,MSFT,etc shares in your Ethereum address by connecting to MetaMask and going over to Uniswap - be able to go to Robinhood and withdraw AAPL,NVDA,MSFT,etc shares to you Ethereum/Solana address - trade NYSE regulated stocks outside the financial system of brokerages, DTCCs, etc and natively on Ethereum/Solana public blockchains **1. Identity, KYC, and Regulation Make Public Stock Trading Non-Viable** Public blockchains are fundamentally incompatible with how regulated stock markets operate. All participants in U.S. equity markets (NYSE, Nasdaq, etc.) **must be known, verified entities**. This includes: - Identity verification (KYC) - Anti-money laundering (AML) controls - Restrictions on who can buy specific securities - Tracking cost basis and holding periods - Mandatory tax reporting U.S. brokerages are **legally required to report all capital gains and losses to the IRS** using forms like **1099-B**, including: - Purchase price (cost basis) - Sale price - Holding period (short- vs long-term gains) - Wash sale adjustments A **fully public, permissionless blockchain cannot enforce these rules** because: - Wallets are pseudonymous - Anyone can transact without identity checks - There is no native way to restrict who can buy regulated securities - There is no built-in mechanism to enforce tax reporting or compliance To comply, you would have to introduce: - Permissioned blockchains - Private Layer-2 or Layer-3 networks - Whitelisting of approved wallets - Centralized identity enforcement At that point, you’ve **recreated a traditional brokerage and clearing system—just with more complexity and worse performance**. The original purpose of a public blockchain is lost entirely. **2. High-Frequency Trading (HFT) Performance Alone Disqualifies Blockchains.** Roughly **75% of total market trading volume today is algorithmic and dominated by high-frequency trading (HFT)**. These firms: - Compete at **nanosecond speeds** - Use **hollow-core fiber**, microwave relays, and colocation - Optimize every layer of hardware and networking for latency A **nanosecond is one billionth of a second**. Even the fastest centralized systems struggle at this scale—and **blockchains are orders of magnitude slower**. Even without blockchains, traditional trading systems already require: - Extreme horizontal scaling (Kubernetes, microservices) - In-memory databases - Edge locations - Direct exchange colocation - Private fiber networks And despite all this, **brokerages and exchanges still experience outages and lag during volatility**. Using a blockchain as the backbone of stock trading would be like replacing Formula 1 engines with horse-drawn carts.
First off, props for starting early and taking the time to learn. Weekly DCA into BTC is honestly a solid way to build discipline while you’re still figuring things out. If you’re interested in expanding beyond Bitcoin, I’d think in categories, not just “what coin to buy next”: 1) Bitcoin as the core BTC is still the foundation of this space for most people. Many long-term investors treat it like digital gold and keep it as their main position while experimenting elsewhere with smaller amounts. 2) A bit of higher-risk crypto exposure (small %) If you’re curious, you can learn about smart-contract platforms (ETH, SOL, SEI, etc.), but keep these positions small while you’re learning. Volatility is real, and lessons are cheaper with smaller size. 3) Tokenized stocks / RWAs Tokenized stocks are interesting because they let you get exposure to companies like NVDA or TSLA while staying in the crypto ecosystem. Platforms like BingX support this kind of product, and they behave very differently from BTC, which can help with diversification. That said, access and rules depend on the platform and your age, so for now it’s totally fine to just study how they work and maybe paper-trade or track them. 4) Invest in knowledge At 17, your biggest edge isn’t capital—it’s time. Learning how markets work, how cycles play out, and how risk management works will pay off way more than chasing short-term gains. Keep DCA’ing, keep asking questions, don’t rush into leverage, and don’t feel like you need to own everything at once. You’re already ahead of most people just by starting now.
Big news for people who bought... ten years ago. How many people does that describe on this sub? Seems like most people who bought that long ago and were still hodling into 2025 dumped above $100k. I hear that TSLA and NVDA have also done pretty well over that time. And through the magic of something called a 401(k), some people were even able to get their employers to buy these stocks for them for *free*.
If NVDA is headed to 150 Bitcoin will head lower
Zoom out on NVDA then too? If you're gonna criticize the stock market for dropping, then Bitcoin is fair game too.
You have to remember there are tons of different avenues to financial freedom. You have clearly been orange-pilled, but there are TONS of people who have been NVDA-pilled, TSLA-pilled, PLTR-pilled, etc. all of which have had a much better multi-year period than BTC. In fact the S&P500 has had a better year. I know I know, you want to take BTC stats back to the 1 penny BTC, but take a look at the others. There are many ways to riches.
The price changed 15 times before you reached the cashier… as no one cares about bitcoin outside of its value against fiat currencies and prices are and will continue to be set in fiat. We don’t buy milk with NVDA shares either because it would be a shitty currency as well…
Didn't you see that China refused to buy NVDA's chips even if they can get some again? That means that China will develop their own and will compete with NVDA instead of fueling their growth. As for AI development, lot of experts are saying that we're already reaching the transformer's tech limits. There's a lot of uncertainty on what will be tomorrow's winners
How do you know that Google and NVDA are valued super high? They could go much higher. Never predict the market.
Sure but what do you invest in? I wouldn’t invest in Open AI’s IPO for instance. Google and NVDA are already valued super high. The issue is there’s no clear winner for now and today’s leaders could fall of a cliff if there’s another actor who disrupts this market
Sold most of my Crypto & bought NVDA & PLTR. Made BTC’s gains this cycle look pathetic. Although still holding BTC & a few Alts - for shits & giggles.
Stay OUT of all crypto. Money in the market can only be done the Warren Buffet way. He is not a big believer in diversification. Buffet advices regular people to find 2 or 3 companies that have ROCK SOLID BUSINESS MODELS and a strong BRAND name. He gives Coca Cola and Chevron as examples. After much research, the three companies that did it for me are Broadcom, Google, and UBER. Broadcom has a chance in the future to go parabolic, like NVDA did. Those are my three. Feel free to join.
Just buy NVDA or META you’ll be better off
Post is by: DuraDuraBanana and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pdn6bp/whats_actually_the_best_platform_in_late_2025_to/ Hey everyone, looking for the current best spot to buy tokenized US/global stocks with crypto. My requirements is that the platform needs to work globally (even restricted countries), let me start with smaller amounts, give real 24/7 trading and proper fractional shares, and ideally have the big names (NVDA, AAPL, TSLA, QQQ, etc.). So far BingX is winning hard for me: actual spot tokens like NVDAX, AAPLX, TSLAX, COINX, zero-fee spot trades, fractions down to pennies, copy-trading if I’m lazy, and the mobile app is flawless. Bybit’s xStocks are solid too, MEXC is okay, Kraken blocks too many places. Anyone found something smoother or with better selection lately? Real experiences only, please. What are you using right now? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*
Post is by: SuitableBeautiful859 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pcs4vo/macro_thesis_crypto_markets_look_pretty/ 1. We’re in a significant downturn in crypto and that’s exactly when asymmetric opportunities form. Crypto is heavily sentiment-driven, and right now sentiment is trash. Liquidity has been pulled toward AI infrastructure, hyperscalers, and anything that screams “productivity boom.” Meanwhile crypto looks like the kid left out at recess. Historically, these are the moments where long-term positions actually make sense. 2. Rates are finally going down and that matters a LOT. Crypto is one of the most inflation-linked asset classes out there. When inflation was sticky and rates were high, capital had little incentive to flow into volatile assets with no yield. But rate cuts flip that dynamic. Cheaper capital → more liquidity → higher risk appetite → more room for crypto to breathe. 3. AI productivity is disinflationary which is good for crypto A key macro trend we saw post dot-com bubble as well: increase in labor productivity pushes inflation down. This is because firms can give produce more output for the same labor cost. Lower inflation reduces pressure on central banks to keep rates elevated. The more AI compresses costs (labor, logistics, decision-making, automation), the more persistent the disinflation trend becomes. Crypto benefits because it thrives when real yields aren’t sky-high and liquidity isn’t being suffocated. 4. Crypto will benefit from AI because AI accelerates financial flows in ways that favor decentralized currencies. AI makes the world move faster, and faster financial systems favor crypto over slow, centrally controlled rails. • AI reduces friction everywhere except in legacy finance. As AI speeds up decision-making and capital movement, traditional settlement rails become the bottleneck. Crypto rails are instant, programmable, global — built for AI-level speed. • AI-driven economies need neutral, programmable money. You can’t have autonomous systems routing every transaction through central banks, cut-off times, or national borders. Crypto becomes a universal settlement layer. • Centralized monetary policy can’t react fast enough to AI-driven productivity shocks. This strengthens the case for non-sovereign money that isn’t tied to policy lag or political risk. 5. Markets often misprice transitions and that looks like what’s happening now. Money chased the obvious winners (NVDA, hyperscalers, AI SaaS) and starved everything else. But macro tailwinds + structural AI demand + depressed valuations in crypto is a rare combination. I’m not saying go all-in. But if you believe: • rates keep trending down, • AI is disinflationary because it increases labor productivity, and • crypto remains a high-beta inflation/liquidity asset… …then this downturn looks less like a collapse and more like a coiled spring. TL;DR: Sentiment is awful, liquidity is returning, AI is disinflationary, and crypto stands to benefit both as capital flows back and as AI accelerates financial systems beyond what central banks and legacy rails can support. The market punished crypto for not being AI, but ironically, AI is one of crypto’s biggest long-term catalysts. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*
lolz my NVDA up 576% in 2.5 years BTC not as good....
BTC market cap is literally in the trillions tho. At that point, it’s competing against big tech giants like GOOG and NVDA. At least with stocks, you can read earnings reports, SEC filings, and other financial data to help you determine whether a stock is a good investment or not. With crypto? You’re going off of vibes.
Why buy the next 2× in BTC when NVDA already did 15× and still has real earnings growth? Crypto lost the ‘best risk/reward’ crown sometime in 2022. It can win it back, but it hasn’t yet. From 2015–2021 crypto was the single best performing asset on the planet almost every year. Since then it has lagged the Nasdaq dramatically. It used to be big risk for monster gains. No monster gains since 2021 but risk is still there. Because of that I'm thinking about diversifying into stocks next year gradually. I'm definitely not quitting crypto but it's time to diversify I guess.
NVDA just destroyed the thesis that bitcoin is the fastest growing asset. And ETFs destroyed the thesis that once bitcoin appreciate the profits trickle down to altcoins. The reality is that this cycle has proven that bitcoin is definitely a class apart and the rest of the coins are shit. I own ETH. I should have been on BTC.
Measuring strictly against two data points of ATH peaks is an empty and vapid metric that ignores an asset's average performance across that time. It sounds good to the people who compare only buying precisely at the peaks/lows, but willfully ignores the average performance of all investors across that time period. Case in point, gold and stocks. Go ahead and compare DCA'ing weekly into Bitcoin over the last 5 years compared to the S&P, the Mag-7 stocks, and Gold. Bitcoin will have comfortably outperformed gold, outperformed the S&P/Nasdaq indexes, and outperformed *5 of the 7* stocks in the Mag-7, with only NVDA far ahead and Google slightly better. Sorry it's "not worth the stress, it's just not good enough for me" as if other assets also don't have long bouts of underperformance and volatility.
No doubt but there’s still different opportunities. I still think you’re stupid AF just to discount saving money, every $1000 you don’t spend, you can compound into something. If I only had a few hundred dollars investing in AMD or NVDA it wouldn’t change my life but buy saving I had lots of dry powder to put in NVDA and that was 2021 so not that long ago. I trade in an IRA/HSA a stock that moves 1/2 or 1/3 of a % and only make $8 profit per trade, $16 per buy/sell but I’ve done thousands of those trades in the last few months. There’s always an opportunity, but you’ll need the saved up money to make it count. Or you can just quit. If you use your brain there’s always some asymmetric opportunity you can make money on.
I know no one will listen but you can, just don’t buy stupid stuff. I did retire in my 30s,. I think I worked only a few year out of college parlayed my knowledge of semi conductors. I used to be in this field wrote about AMD probably 8 years ago and was buying that stock at $1.80 https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ 4/5 years ago when NVDA was under $30 (split price) I said they really have no peer in this space and it will probably be the biggest company in the world. https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ https://np.reddit.com/r/wallstreetbets/comments/1fcxevz/coreweave_the_scam_that_is_inflating_smci_and/ If I found a decent investment I’d put every bit of spare money I had to it. DON’T waste your money on consumerism. Drive an old Toyota 15+ years old but it has everything heated seats, Navi, power everything it probably runs better than new cars and I only pay liability. Don’t buy stuff, people literally throw out really nice desks, TVs, computers, workout equipment, weights at my college town every end of month and definite end of semester year. I furnished my first place all with free good stuff. Old fridge, old washer/dryer they are way better built than the new ones. Free bikes. I never really buy clothes either and when I do it’s the thrift store. No subscriptions I buy DVDs for 25 cents and watch over the air or YouTube with adblocker Nothing in my house furniture wise was bought, it was all free and it’s all really good stuff. All that money I saved in car payments/insurance, clothes furniture, subscriptions I put into AMD, NVDA, BTC etc I don’t feed these stupid subscriptions, I have a decent Toyota but I like riding my free bikes it’s great exercise and I rarely fill up the car. I think I only worked a few years ~5 years, the last few I had enough money and I’d show up 1 day a week and being financially independent I pretty much gave them the Office Space FU the 1 day I did work then in my 30s I said time was too valuable to waste working. It’s possible don’t buy stuff, the less you buy the more you can invest and if it hits. Boom you’re set no more rat race but you need a decent amount invested to make it compound to life changing money. This isn’t a brag post most people would see my 15+ yo car, my thrift store clothes and think I’m poor but I retired in my 30s and my time is all mine, no one to tell when.where to be, no alarm, I have no idea what day it is sometimes, Monday or Thursday or Saturday is all the same, just travel the world and learn.
I know no one will listen but I did retire in my 30s,. I think I worked only a few year out of college parlayed my knowledge of semi conductors. I used to be in this field wrote about AMD probably 8 years ago and was buying that stock at $1.80 https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ 4/5 years ago when NVDA was under $30 (split price) I said they really have no peer in this space and it will probably be the biggest company in the world. https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ https://old.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ https://www.reddit.com/r/wallstreetbets/comments/1fcxevz/coreweave_the_scam_that_is_inflating_smci_and/ If I found a decent investment I’d put every bit of spare money I had to it. DON’T waste your money on consumerism. Drive an old Toyota 15+ years old but it has everything heated seats, Navi, power everything it probably runs better than new cars and I only pay liability. Don’t buy stuff, people literally throw out really nice desks, TVs, computers, workout equipment, weights at my college town every end of month and definite end of semester year. I furnished my first place all with free good stuff. Old fridge, old washer/dryer they are way better built than the new ones. Free bikes. I never really buy clothes either and when I do it’s the thrift store. No subscriptions I buy DVDs for 25 cents and watch over the air or YouTube with adblocker Nothing in my house furniture wise was bought, it was all free and it’s all really good stuff. All that money I saved in car payments/insurance, clothes furniture, subscriptions I put into AMD, NVDA, BTC etc I don’t feed these stupid subscriptions, I have a decent Toyota but I like riding my free bikes it’s great exercise and I rarely fill up the car. I think I only worked a few years ~5 years, the last few I had enough money and I’d show up 1 day a week and being financially independent I pretty gave them the Office Space FU the 1 day I did work then in my 30s I said time was too valuable to waste working. It’s possible don’t buy stuff, the less you buy the more you can invest and if it hits. Boom you’re set no more rat race but you need a decent amount invested to make it compound to life changing money. This isn’t a brag post most people would see my 15+ yo car, my thrift store clothes and think I’m poor but I retired in my 30s and my time is all mine.
Meta is nowhere near that kind of DCA return. Since the start of 2021, only *two* of the Mag7 would outperform BTC with a weekly D.C.A. purchase. NVDA with a +480% return, and Google edging them out at +140%. Every other Mag7 would *lose*, including Meta which has a weekly DCA appreciation of only +122%. Meta is only +137% above its Jan 2021 value, I don't know how on Earth you came up with a 475% DCA return.
I think this "rich as fuck or liive in the street" is the wrong aproach. What about going 50% in and have almost garanteed results? Being rich must be great, but being extremely poor is simply not worth the risk imo. Why not diversify? NVDA has gotten insane results this few years.
Btc buyer exhaustion confirmed. Fed trying to ease a bad economy and rising job loss. True inflation rising. The whole stock market being held up by NVDA and tech stocks while 90% of the rest of the stock market is negative.
It is, go read about tokenized stocks! I have some NVDA shares that are tokenized and I’m actually using these as collateral for lending on Kamino (to borrow stablecoins and earn passive yield). Robinhood specifically is building an EVM layer2 and touting 24/7 trading solely because the tokenized liquidity is there and people want wider trading hours. I swear the biggest bears of the tech have zero idea what they’re talking about. They say there is no innovation and in reality it’s them not actually participating or *knowing* what’s going on. People like OP just watch headlines and form baseless opinions over the *vibe* they get. They don’t actually participate, learn, or do anything meaningful to contribute to their *vibe opinion*.
Why buy BTC when you can buy NVDA. Alts died this cycle (yes, this time *was* different). Next cycle it's gonna be BTC.
It doesn’t. These people bought bitcoin with the hopes of it getting them rich. It’s based on the greater fool theory, this is why whenever it starts to dip, everyone screams “HODL!!” or “Bitcoin is discounted” to generate fomo. It’s funny because they think they have this great foresight but if they did they could’ve went and bought something with actual utility like NVDA years ago. That’s what I did
Delusional. What do you think will happen to BTC when the stock market corrects and all of the tech companies’ stock comes crashing down? Do you really think that as NVDA goes in free fall, BTC will go in the opposite direction?
I’m told by my guy at Morgan Stanley that American Bitcoin Mining, the Trump enterprise, is getting priority on every NVDA GPU that they want and IREN is extremely peeved off because they’re being put on the back burner, but there’s nothing that they can do. (not a ‘trust me bro’ this guy is serious) That fvcking fvcking family is one huge crime wave.
Probably lol. Though the 25bps cut is still very much on the table in two weeks. This, alongside QT wrapping up in about a week and liquidity flowing back into the markets (in addition to AI/Tech Sector confidence from NVDA's earnings) is lighting up all sorts of signals for a turnaround. Judging from market-opening activity, someone is still doing some systematic offloading, but buying pressure and trading-volume has been combating it hard these last few days. Even ETF volume topped $40 Billion last week, with a net -$3B outflow... when sentiment reverses and we start seeing steady *inflow* momentum, it's going to get spicy fast.
Kind of depends. If we see NVDA sell off to the low 120s (which we were at only a few months ago) we'll probably see the full Bitcoin retrace to the 200ma (~50k). Remember that BTC sold off to 3.7k before going to 70k during/after Covid. BTC overreacts to both crisis and liquidity.
This buy NVDA stock and just wait till it becomes a **quadrillion dollar company.**
exactly. I am a bit skeptical about crypto because I have been here for a long time. But you can make money and no one can tell me you cant because I am in profit. But then when they lose that argument they shift to "but you dont make money ethically" and I shift to my kids will be richer than yours, and they will go to better schools than yours and land a better job than yours. Then they get mad. Anyway, its not worth anyone s time because it's not a space where you can have honest discussions about the shortcomings of crypto which would be fair. They just want an empty echo chamber where they can congratulate themselves for ignoring everything crypto. Like I didnt get in NVDA but I dont hate on it. Maybe NVDA could have made more money than crypto as of lately, but Im not full on hating on them or dedicating my time to something I dont own
Your parents and friends might be there for you, but your wife… she’s gonna leave you for the guy who invested in NVDA 😂
Wider macro picture is pretty bleak, NVDA earnings absolutely should have carried the sector but didn't. Sentiment sucks everywhere, not just BTC. At the same time we're dumping harder cause the so called crypto president rally which helped us get to 100k really has done nothing for the space. Besides a mini pump in March when he announced confistcated wallets being stored in the reserve, it's been a massive let down.
Look at Berkshire Hathaway’s stock portfolio, notice how there are multiple companies (diversified) and he didn’t YOLO everything on NVDA
Btc's gonna be 50k in a years time, and very likely to bounce at around 25-30k range in 2 years time. Crypto winter is coming and it's coming fast. You can however, fill yourself up with copium. We've had a bull market for 3 years, and will all the trump tariff bullshit and ukraine war issues, btc still went from 17k to 126k. We'll see what happens with the supposed 2k tariff dividend that's promised, it could generate a pump, but i have a feeling if that's happening, suckers will be tricked to buy NVDA at ATH and then to baghold as the real crash begins.
Feels like every single market is waiting for the "other guy" to act first and lead the way to recovery. Even yesterday showed us that the Nikkei, overnight futures and crypto were eager to catch a sign of relief. There's a void-disconnect between last night's reaction to NVDA and how stocks turned out today, with the only discernable news being a positive-looking jobs report. Like... okay, I get the "reasoning" behind it, and maybe I just miss being economically naive. But a stock market dropping nearly 4% due to a *positive-gain jobs report* is its own special kind of disgusting.
On chain metrics shows that it’s mostly 1+ year long hodlers that are selling. That means a lot of new bagholders are being created. They will hold the bag as long as more news that sounds bullish keeps coming out and cycled around. Long term holders will sell each bump up as it makes a staircase downwards. My guess is around 65k it’ll find some support. Leverage is killing people for sure out there but it’s not the main source of the dump, it’s smart money getting out and being smart about it. Bulls will watch accounts worth 150 million turn into 30 million and still hold and believe it’ll go back up but in the history of all speculative assets they have all crashed out eventually. It’ll never go to zero because there will always be believers that will hold no matter what imagining 1,000,000 a coin but the % growth has slowed each cycle significantly and in the past 5 years you’d have seen almost 1000% more growth out of just investing in Nvidia than BTC (BTC 370% growth, NVDA 1250% growth). BTC is barely outpacing other blue chip stocks over the past 5 years and they aren’t speculative and require a Ponzi scheme to go up and have real earnings and growth. At this point it’s better to just go with a diverse portfolio than all in BTC. Long gone are the days of BTC going from a fraction of a penny to tens of thousands or hundreds of thousands of dollars.
The NVDA pop was classic sucker bait
Was, not anymore. Let's look at April low. NVDA, the biggest market cap in the world, did 2.5x from the bottom. BTC did like 50%. Even from bear market bottom it was underperforming META, etc. On a risk-adjusted basis is done until proven otherwise. It's also the only asset in the world this year that collapsed instantly the moment it went into positive gamma. And it should behave more like TSLA or gold in August - gap up and go, and you don't look back because gamma feeds onto itself. Free assets move like that, and, on top of that, are able to squeeze shorts. You could have been short BTC since December 2024 FOMC meeting and never be in danger. In a post halving year, with historically weak dollar and during later innings of the greates bull market in history. Let that sink in. Since BTC as freedom idealogy is dead, and has been for quite some time, I'm interested in outperforming debasement, and it seems like mega caps with passive flows are the way to go. Those and anything with decent momentum. Logically, one should assume that there will be frontrunning of new FED chair and ZIRP so bottom around May, but who knows. It depends how deep we'll go this bear. IBIT cost basis is at 80.5k. Selling will accelerate there. Zombie companies will start puking coins. MSTR will get delisted from indices because it's just a close fund (and for close fund with expenses being 6-10% below mNav is considered fair value). So my guess would be 30k-40k range as bottom. Maybe even below IBIT floor, why not? Unless US or Japan tumbles - BTC has never seen real recession so 4-digits is the possibility then. There's also a scenario that the real top was in early December 2024 because we got peak euphoria then and BTC has topped in gold terms (and it printed and confirmed nasty head and shoulders in gold terms now). All in all, fully financialised BTC aka hijacked coin has become everything I don't like about financial world so I sold my whole stack few weeks ago and I'm enjoying unfolding carnage now. But I can see reality when Wall St runs ETH without BTC because narrative is there and test pump in Q2 was quite successful.
Ok it's actually over now. I wanted to believe NVDA earnings could catalyze a broader rotation back into risk-on mood, but the exact opposite happened. So nah, we're for sure going sub $80k, set your clock to it.
Well, agreed. Yesterday I was on a call with a pretty experienced analyst. He pointed how NVDA earnings played last time - good result >> bounce >> dump >> stabilise and up. He predicted it should take the same path. But then we discussed on what next. If it's downtrend, it's weekly - monthly. I am very sure of a 100-110k region again before an even bigger return journey. A huge volume in that region might have the potential to move to next ATH and turn things in uptrend. But move from now to 100k+ wouldn't guarantee it's a continuation of the uptrend we have had for a while. I was already looking at 85-86k because market has a low incentive of a good pump from 88-89k considering huge liquidations below it. I strongly believe that normal bounce and small dumps are normal things in the movement, but breaching a very key level of 100k, good movement upwards trapping several to think it's upward journey, and straight fall from 107k to lower 90s is not a characteristic of normal movement. There simply is very low incentive to market makers to push the price up again until it cleans the major liquidations which appear below 87k. Even I had a 89k liquidation that I took to 82k DCAing - thankfully closed near entry on the relief bounce to late 93ks. I was pretty sure yesterday about a decent relief pump after NVDA earnings, expecting 93400 to 96k. Took a high leverage high margin long at 90100. SL on entry hit. Waited for further confirmation. Took an even higher margin high leverage one at 91300, sailed to 92800. The moment I saw the wick to 93140 and quick rejection, I moved SL to 92750 and left the market for now. That was the moment I felt 90k will be tested, and if it's breached, 85-86k. Even 83500. If we assume NVDA play is repeating, we are a the dump before stabilisation and bounce stage. Based on history, hope, institutional buying avg of 89600, liquidity data, oversold and other indicators, we should be seeing upward rally soon.
are you kidding me? NVDA pumped in US after hours and then literally they moment Asia woke up they did nothing but sell and dumped it from 93k back to 91k already starting this sell off. Take some accountability
This is only half way down. Might be a relief rally or consolidation at some point though. Stock market itself is looking ready for a correction, which will hurt crypto too. NVDA beats profits and the whole market is down, usually signals bearish sentiment around when highly anticipated earnings beat and the market goes down.
Don't worry guys, NVDA had good earnings, crypto is saved
Did you miss the part where NVDA annihilated earnings yesterday and stock futures were up nearly +2% overnight?
Yeah it was a rough mix of timing between the FOMC and Meta's extremely disappointing price action of -11% following their earnings report. Though there is no sensible world in which the stock market is crutching so hard on a mere -.25% rate cut that it will fall **-7%** in three weeks just over fears in it being delayed. NVDA's earnings and AI-confidence boost for forward guidance not providing relief just leaves a gigantic void in the market's reasoning.
People are pessimistic about Crypto when everyone should be pessimistic about the economy as a whole. The US is f-ing up the whole market right now due to free-falling economy since the election of trump. It's not like Crypto is failing, but more like the market and especially tech are failing. Stocks like $AMD fell a solid 20$ today and even $NVDA did despite positive earnings report.
What a completely insane day for the markets lol. Even after one of the best Tech/AI earnings reports they could have hoped for, and nearly +2% overnight futures, stocks *still* can't hold onto even a shred of momentum. Nasdaq's down almost -3.5% from the morning peak, and even NVDA flipped red to nearly -2%. There's a chance it was because the jobs data for September was *too good*, reporting +117k jobs added, which is probably adding fuel to the fire that the Fed will keep rates flat if they believe jobs are steadying out.
folks, NVDA just had a banger of an earnings call and it's still down on the day. This whole market is fucked.
September's job report on better than expected hiring puts a damper of December rate cuts. Bitcoin and after hours market was high on NVDA earnings, then all the market indices start dropping with rate cuts less likely to happened. Enjoy the ride.
No matter how great NVDA does people still want to sell BTC lol