The AI and digital marketing company acquired its 7,500 Bitcoin in September 2025, amid a market-wide collapse in Bitcoin treasury company mNAVs.
Nvidia’s latest quarterly report reinforced its position at the center of the global AI build‑out, as the company once again cleared a very high bar on both earnings and guidance. Analysts came into fiscal Q4 2026 expecting adjusted earnings of about 1.53-1.54 USD per share on roughly 65.7-66.1 billion USD in revenue, after several upward estimate revisions over the past month as Wall Street tried to catch up with Nvidia’s rapid growth trajectory. Nvidia Again Clears a High Bar With Q4 Beat and Strong Guidance The company comfortably beat those projections, delivering adjusted EPS of 1.62 USD and revenue of 68.1 billion USD, a year‑on‑year top‑line increase of roughly 73%. On a GAAP basis, diluted EPS reached 1.76 USD, underscoring how profitable Nvidia’s current AI cycle has become even after accounting for rising operating expenses. Data Center Strength Underlines Nvidia’s AI Dominance The engine behind this performance remains the data center business, which has effectively become Nvidia’s growth core. Data center revenue climbed to a record 62.3 billion USD in the quarter, up 75% from a year earlier and 22% sequentially, as hyperscalers and enterprise customers “raced to invest in AI compute,” in the company’s words. CFO Colette Kress highlighted that hyperscalers represented just over half of data center revenue, with the rest coming from a widening base of cloud, consumer internet, and enterprise clients, suggesting demand is broadening rather than relying on a handful of mega customers. Other segments contributed as well: gaming and AI PC revenue reached 3.7 billion USD, up 47% year‑on‑year, while professional visualization and automotive posted smaller but positive gains. Guidance Signals AI Investment Cycle Has Room to Run Looking ahead, Nvidia offered guidance that again topped already elevated expectations. For the first quarter of fiscal 2027, the company forecasts revenue of about 78 billion USD, plus or minus 2%, comfortably above consensus estimates near 71.6-72.8 billion USD. Management also pointed to the rollout of its next‑generation Rubin platform and ongoing cloud deployments as key drivers of continued growth in AI infrastructure spending. Despite record results and an upbeat outlook, the market reaction was relatively measured: Nvidia shares rose a bit under 3% in after‑hours trading, reflecting a stock that has already rallied sharply on the AI story and now trades as a barometer for sentiment on the entire sector.
AERO tests key resistance as spot demand and leverage expand rapidly across markets.
XRP’s price action in February has reflected a market caught between fading momentum and cautious optimism. After weeks of steady decline, the token is trading near $1.37, down roughly 15% for the month, while broader crypto sentiment remains sensitive to macroeconomic signals and shifting liquidity conditions. Related Reading: Dogecoin Vs. Shiba Inu: What Meme Coin Should You Buy For Most Returns In 2026? Despite a weakening short-term structure, several market indicators suggest traders are closely watching for early signs of a potential recovery rather than abandoning the asset altogether. XRP's price trends to the downside on the daily chart. Source: XRPUSD on Tradingview Market Fatigue Emerges as Leverage and Momentum Decline Recent derivatives data points to growing investor exhaustion. According to analytics, XRP’s Estimated Leverage Ratio has fallen to around 0.16, indicating that heavily leveraged traders have largely exited. This reduction in speculative positioning has lowered the risk of sudden liquidation-driven volatility. Price structure supports that cautious mood. XRP continues to trade below its 50-day and 200-day exponential moving averages, signaling persistent bearish pressure. Data tracked on CoinGlass shows declining open interest alongside calmer funding rates, suggesting fewer aggressive bets from short-term traders. Meanwhile, whale activity has added uncertainty. More than 31 million XRP were recently transferred to Binance, raising concerns about potential sell pressure if those holdings reach order books. Three XRP Pre-Rally Signals Reappear Despite the slowdown, analysts note similarities with conditions that preceded XRP’s late-2024 rally, when prices surged following Donald Trump’s election victory. Three indicators have resurfaced: rising exchange inflows, tightening USD liquidity in automated market-making pools, and shrinking XRP liquidity. Liquidity compression historically reduces available supply during periods of renewed demand, often amplifying price movement. Current USD liquidity levels have dropped significantly from late-2025 highs, while XRP liquidity has fallen below thresholds seen before the previous breakout. Similarly, spot XRP exchange-traded funds recorded $3.04 million in net inflows on February 24, pushing cumulative deposits above $1.23 billion, a sign that institutional participation remains steady even during price weakness. Macro Pressure and Key Levels to Watch Macroeconomic factors continue to weigh on sentiment. Stronger-than-expected U.S. consumer confidence data reduced expectations of near-term Federal Reserve interest rate cuts. The CME FedWatch Tool showed June rate-cut odds slipping below 50%, limiting risk appetite across digital assets. According to CoinMarketCap’s pricing aggregates, XRP is consolidating above the $1.30 support zone, while resistance levels sit at $1.50, $1.60, and $2.00. Analysts suggest a sustained move above $1.60 would be required to shift momentum decisively in favor of buyers. Related Reading: Expert Forecasts $5 Trillions Pouring Into Crypto Post CLARITY Act Passage XRP appears to be transitioning from a leverage-driven market to one driven by genuine spot demand. Whether that shift becomes the foundation for a recovery or an extended consolidation phase will likely depend on broader crypto market strength and renewed buying interest. Cover image from ChatGPT, XRPUSD chart on Tradingview
Ripple CTO Emeritus David “JoelKatz” Schwartz pushed back against claims that the XRP Ledger (XRPL) is effectively centralized, after founder and CIO of Cyber Capital Justin Bons argued that XRPL’s Unique Node List (UNL) structure makes validators “permissioned” and gives Ripple-aligned entities “absolute power & control over the chain.” The exchange, sparked by Bons’ broader thread calling for the industry to “reject all centralized ‘blockchains’,” quickly narrowed into a technical dispute over what XRPL validators can and cannot do in practice and what “control” means in a system that relies on curated validator lists rather than Proof-of-Work or Proof-of-Stake. The XRP Ledger Centralization Allegation In his thread , Bons lumped Ripple alongside Canton, Stellar, Hedera, and Algorand as networks with permissioned or semi-permissioned elements. His XRPL-specific charge was straightforward: because XRPL nodes typically rely on a published UNL , “any divergence from this centrally published list would cause a fork,” which in his view concentrates power in the hands of whoever publishes that list. Bons framed it as a binary question: “either fully permissionless or it is not” and argued that even partial permissioning is a deal breaker. He also extended the critique into a broader institutional-adoption thesis: banks and incumbents may prefer controlled environments, but “those institutions will be left behind,” while “crypto natives” win by building and using fully permissionless systems. Schwartz’s opening rebuttal attacked the logic of Bons’ “absolute power” framing. “‘…effectively giving the Ripple Foundation & company absolute power & control over the chain…’” Schwartz wrote, calling it “as objectively nonsensical as claiming someone with a majority of mining power can create a billion bitcoins.” Bons responded that he wasn’t alleging supply manipulation or fund theft, but insisted majority influence can still matter. “They can not steal funds, either, but they could potentially double-spend & censor,” Bons said. “Which, again, is exactly the same if someone controlled the majority of mining power in BTC.” He then suggested they debate live on a podcast. Schwartz rejected the equivalence on mechanics, emphasizing that XRPL nodes do not accept censorship or double-spend behavior simply because a validator says so. “That’s not true. XRPL and BTC don’t work the same,” Schwartz wrote. “You count the number of validators that agree with your node and your node will not agree to double spend or censor unless you, for some reason, want it to.” He continued the point across multiple posts, leaning on a simple intuition: a dishonest validator is not an oracle; it’s just one vote. “If a validator tried to double spend or censor, an honest node would just count it as one validator that it did not agree with.” What Schwartz Says The Real Attack Looks Like Schwartz acknowledged there is still a failure mode, but described it as a liveness problem rather than a theft or double-spend scenario. “Validators could conspire to halt the chain from the point of view of honest nodes,” he said. “But that’s the XRPL equivalent of a dishonest majority attack except they never get to double spend. The cure is to pick a new UNL just as with BTC you’d need to pick a new mining algorithm .” He also argued the empirical record matters, contrasting XRPL with other major networks. “The practical evidence tells this story,” Schwartz wrote. “Transactions are discriminated against all the time in BTC. Transactions are maliciously re-ordered or censored all the time on ETH. Nothing like this has ever happened to an XRPL transaction and it’s hard to imagine how it could.” Schwartz later laid out a more detailed explanation of XRPL’s consensus model, emphasizing fast “live consensus” rounds—“every five seconds”—where validators vote on whether a transaction is included now or deferred to the next round. In that framing, the system’s key requirement is not blind trust in validators, but agreement on whether a transaction was seen before a cutoff. He argued XRPL needs a UNL for two reasons: to prevent an attacker from spawning unlimited validators that force excessive work, and to prevent validators from simply not participating in a way that makes consensus impossible to measure. “That’s it. There’s no control or governance here other than coordinating activation of new features,” Schwartz wrote, adding that validators cannot force a node to enforce rules it does not have code for. Schwartz closed with a longer, unusually candid rationale: that XRPL’s architecture was intentionally built to reduce Ripple’s ability to comply with demands to censor, even if Ripple itself wanted to be trusted. “We carefully and intentionally designed XRPL so that we could not control it,” he wrote. “Ripple, for example, has to honor US court orders. It cannot say no… We absolutely and clearly decided that we DID NOT WANT control and that it would be to our own benefit to not have that control.” He added a blunt incentive argument: even if Ripple could censor or double-spend, using that power would destroy trust in XRPL and therefore destroy the network’s utility. “And the best way to be able to say ‘no’ is to have to say ‘no’ because you cannot do the thing asked,” Schwartz wrote. At press time, XRP traded at $1.3766.
Whales just moved size onto Binance, maybe to sell? Under these conditions, even small moves affect XRP price prediction . More than 31M XRP, worth about $45M, were transferred to the exchange in a single day, with large holder wallets driving most of the flow. That is not retail noise. It is a meaningful supply potentially preparing to sell. Source: CryptoQuant Big exchange inflows often signal distribution. When coins leave cold storage and hit order books, sell-side pressure increases immediately. This comes while XRP is hovering in the mid $1.30 range, trying to stabilize after recent volatility. At the same time, longer-term headlines remain constructive, creating a clear divergence between narrative and on-chain behavior. If buyers absorb this supply, the structure holds. If similar inflows continue, downside risk grows fast. XRP Price Prediction: Is XRP About to Crash Below $1? XRP just bounced again from the $1.30 support, and it is still trading above the old descending channel. That matters. The channel capped price for weeks, so staying above it keeps the breakout valid instead of turning it into a fake move. Source: XRPUSD / TradingView As long as XRP prints higher lows above $1.30 and holds outside the channel, the short-term bias stays constructive. The first upside test sits near $1.61. Clear that with strength and $1.90 comes back into play, with $2.10 and $2.50 as broader swing targets if momentum expands. But $1.30 is carrying the structure right now. Another weak bounce would show fatigue, and a clean breakdown could open the path toward $1.10. For now, holding $1.30 and the reclaimed channel keep the bullish setup alive. Lose both, and the breakout story starts to fade. SUBBD (SUBBD) Gives Creators the Chance to Monetize AI-Generated Content SUBBD ($SUBBD) is reshaping how creators make, share, and monetize their work by merging AI tools with blockchain technology in one seamless platform. Instead of jumping between a bunch of apps to create, edit, and post content, SUBBD keeps everything in one place. One ecosystem, fewer headaches. At the center of it all is the $SUBBD token. It powers the whole experience for both creators and users. It makes paying for subscriptions and exclusive content simple, and it gives holders perks like governance rights, staking rewards, and access to premium tools. With over 2,000 influencers already on board and a combined audience of 250 million, the upside potential for $SUBBD is starting to look hard to ignore. You can buy $SUBBD at its discounted presale price of $0.057520 by visiting the official SUBBD website . Link up your wallet (e.g., Best Wallet ) and either swap USDT or ETH for this token or use a bank card to invest. Visit the Official SUBBD Website Here The post XRP Price Prediction: Whales Are Dumping Millions, Is XRP About to Crash Below $1? appeared first on Cryptonews .
The AI bellwether reported $68 billion revenue last quarter, expecting it to grow to $78 billion next quarter.
'Buy bitcoin' Google searches hit a 5-year peak. On-chain data, Jane Street, Trump, and an AI macro thesis explain what's driving this interest wave.
Bitwise’s Chief Investment Officer Matt Hougan believes there is a fundamental disconnect between perception and reality in the crypto market. He argued that investors often misinterpret what is truly happening because behavioral biases, particularly anchoring bias, distort their view. Anchoring bias, the tendency to fixate on the first piece of information encountered, shapes how people evaluate opportunities. This leads them to overweight initial impressions even when new evidence emerges. Hougan stated that this factor played a key role in his own entry into crypto in 2018. Tokenization Is Exploding In his latest memo, Hougan stressed that Wall Street is moving on-chain and pointed to several concrete developments. Paul Atkins launched “Project Crypto,” a commission-wide initiative aimed at modernizing securities regulation so that US markets can operate on-chain. Larry Fink said the industry is entering the early stages of tokenizing all assets. BlackRock followed that view by launching its $2 billion BUIDL tokenized Treasury fund on Uniswap. Apollo tokenized its $700 billion Diversified Credit Fund across six blockchains and announced plans to acquire a stake in Morpho. Additionally, major banks, such as JPMorgan, Bank of America, Citigroup, and Wells Fargo, are discussing a joint stablecoin. JPMorgan has already launched a deposit token on Base. Fidelity is hiring a DeFi vaults manager. Despite these initiatives, the Bitwise exec said that traditional investors fail to register these changes. Even crypto investors themselves, he added, exhibit fatigue from repeated claims of institutional adoption. Data, however, tells a different story. Where Does the Value Go? Tokenized real-world assets have grown sharply from 2020 to 2025. Hougan warned that while the opportunity is clear, the exact path to capture it is uncertain. Questions remain about whether value from tokenization will accrue to public Layer 1 networks like Ethereum and Solana, to quasi-private blockchains such as Canton Network and Tempo, to DeFi tokens, or to companies building in the ecosystem, including incumbents like BlackRock and JPMorgan, versus crypto-native firms. “The biggest alpha opportunities come when the consensus narrative is stale and reality has moved on, but investors are still anchored on the old story. That’s exactly where we are with crypto today. “ Meanwhile, crypto analytics platform Presto Research expects tokenization to be a central driver of crypto’s next institutional phase. In its 2026 outlook, the firm projected that the combined value of tokenized real-world assets and stablecoins will approach $490 billion by the end of 2026. The report also observed that growth will be fueled by demand for tokenized US Treasury bills and credit instruments. The post Wall Street Is Going On-Chain, And Investors Still Don’t Get It, Says Bitwise CIO appeared first on CryptoPotato .