Speculations on Nvidia adding bitcoin to its cash reserves have surfaced recently. These unconfirmed reports lead to questions on the potential of an increased institutional adoption of bitcoin and to the possible performance of such a decision for Nvidia, whose value of the shares has dropped considerably this year.
Beincryptto interviewed representatives of Banx, Fineqia, Coinshares, Bitunix and Acre BTC to discuss the potential advantages of Bitcoin for Nvidia and explore if such an investment would finally benefit the long -term business.
Rumors on the potential investment of Bitcoin de Nvidia
In recent weeks, several reports have surfaced on social networks suggesting that Nvidia, a pioneer in computers accelerated by the GPU, plans to add bitcoin to his balance sheet.
These reports remain purely speculative at the time of the press, since Nvidia has made no official declaration on the subject. When Beincryptto contacted clarification, a spokesperson for Nvidia refused to comment.
Even as rumors, these reports highlight the significant impact of such a decision on the perception of the Bitcoin public. Given the current economic circumstances of Nvidia, marked by a substantial drop in the value of the shares, an announcement of this nature would not be completely unexpected.
Recent economic challenges
Over the past five months, NVIDIA has sailed on economic and geopolitical obstacles that have had a considerable impact on business operations and overall financial performance.
Between export restrictions from the Biden era and Trump’s recent trade policies, with global inflation risks, a weakened US dollar and increased competition from other GPU manufacturers, Nvidia has been faced with problems on all fronts.
“Risk active ingredients generally underperformed in the first months of 2025, despite signs of recent recovery. Lock the profits after a remarkable rally which saw the course of the action increase by around X9 between the beginning of 2023 and the beginning of 2025, ”told Beincryptto Matteo Greco, main partner in Fineqia.
As such, the course of Nvidia’s action took a hit. According to recent reports, the NVIDIA action has dropped by 35% since its latest price peak in January.
The Nvidia stock has reacted particularly to the news that Chinese Huawei technologies are testing a new POCE of Potentially more powerful AI than NVIDIA H100.
Given these circumstances, NVIDIA can alleviate current economic challenges by diversifying its treasure assets.
Should NVIDIA consider adding bitcoin to her balance sheet?
With its unreasonable behavior compared to traditional markets and its capped supply, Bitcoin has a strong inflation opportunity for businesses.
If Nvidia should consider it, it would follow a trend established by other companies that have invested in this asset class for similar reasons in recent years.
“We have already seen similar cases when Microstrategy and Tesla have made the headlines by allocating parts of their treasure in Bitcoin. Completely alone in the exploration of this path, ”noted Alex Guts, CEO of Banx.
Such a decision would considerably modify how other institutional investors consider Bitcoin, potentially encouraging more companies to adopt a similar strategy. The cryptographic community would probably celebrate the news, believing that it would consolidate the legitimacy of Bitcoin as a class of assets.
“There is also an advantage of stakeholders and market perception. Bitcoin’s outfit could widen the appeal of Nvidia to a new class of investors or partners. It could arouse the interest of the cryptographic community and young technophile investors – many technology employees are enthusiastic at the added crypti Guttes.
This potential NVIDIA decision would also be aligned with the existing links of the company with the cryptocurrency space, given the crucial role of its technology in Bitcoin exploitation.
The role of Nvidia in the Bitcoin ecosystem
Bitcoin extraction, in particular its mechanism for proof of work for work, is a natural application for Nvidia products.
“Nvidia is a company known to be at the cutting edge of technology (AI, graphics, etc.).
At this stage, Greeco added:
“There is already a natural link between Nvidia and Bitcoin, so the search for direct exposure to assets seems logical. The Bitcoin hashrate, a key metric measuring the network’s calculation power, has gradually climbed, reaching the new summits several times. Increased income for the company. »»
However, the extent to which Nvidia requires bitcoin for stability remains controversial.
Risks of adding Bitcoin to the Treasury of Nvidia
As it stands, NVIDIA already has other strategies that help the company hide against volatility and inflation. Adding bitcoin to the mixture may seem excessive.
“Bitcoin offers diversification advantages as an unreasonable active and potential coverage against long -term damping.
This becomes particularly true when you consider how volatile Bitcoin itself can be. Although the assets can generate significant gains during bullish periods, the losses it can cause are just as serious.
“The first risk to weigh must be price volatility. A significant drop could cause significant loss not carried out on the short -term assessment; Under current accounting standards, Bitcoin is treated as an “intangible asset” and the decline would not be amortized, which would have a direct impact on the income account, “said Bitunix Analyst Dean Chen.
As such, Bitcoin may not be the natural choice to defend Nvidia against the drop in its current actions. An investment of this type should reflect a long -term strategy rather than an impetus decision.
Would BTC even make a difference on the course of Nvidia’s action?
Bitcoin has shown high long -term yields, but with considerable volatility. For companies capable of resisting associated risks, including significant price fluctuations, it offers the potential for important future profits.
“Looking at historical performance, Bitcoin has been the most efficient asset of the last 15 years.
With its substantial financial resources, NVIDIA could absorb Bitcoin volatility without major impact on its assessment. In this sense, the company has little to lose, but also little to gain.
Unless the Bitcoin allowance is important, the impact on the long -term action of Nvidia is likely to be suffocated. Even Tesla, with more than 11,500 BTC, has not been widely reclassified by investors as a crypto treasure game. Added.
In the end, NVIDIA’s decision to invest in Bitcoin’s reproaches on the calendar and emergency, in particular given the recent developments that have attenuated certain pressures on the company.
Ensure export restrictions: a boost for NVIDIA
Last week, the Trump administration announced its intention to retreat certain export restrictions from the Biden era on advanced semiconductor chips.
Biden’s “Diffusion rule” has established these restrictions to improve American technological leadership by preventing advanced chips from being diverted to worrying countries, especially China. Since China was the principal buyer of Nvidia, the rule has considerably hampered its sales.
“The American embargo on flea expeditions to China has reduced Nvidia’s expected income from approximately $ 5.5 billion per quarter since 2025 T1.
A decline would be very advantageous for NVIDIA sales, especially in the middle of this new wave of flea manufacturers.
Similarly, the recent American-Chinese price pause has led to the rise in the course of Nvidia’s action. Despite its temporary nature, the news is a positive sign for the company, promising reduced uncertainty and potential gains in sales stability and the supply chain.
Given these developments, the addition of bitcoin to the Nvidia assessment may no longer be urgent. If Nvidia was to make such a hasty decision, this could also drive out traditional investors and longtime buyers.
Many areas of traditional finance remain very skeptical about Bitcoin because of its short history and its very volatile nature. If Nvidia adds Bitcoin as an asset of the Treasury, traditional investors could consider it as a bad decision, potentially alienating longtime customers.
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