BlackRock’s Bitcoin ETF is in the top 1% of performers in this category despite tariff chaos. Analysts theorize that the issuers are stabilizing Bitcoin’s volatility, and the ETF market will make BTC more secure in the future.
The issuers act as major whales, buying up any token dumps from retail investors. However, this new stability is entirely contingent on these powerful firms, which are exposed to broader macroeconomic concerns.
Are the ETFs Stabilizing Bitcoin?
The threat of Trump’s tariffs has brought chaos and uncertainty into global markets, but the price of Bitcoin has been relatively fine. Although it has fallen from its all-time high in January, its price shelf is still well above its performance before the November election.
According to one analyst, the ETFs may be providing Bitcoin with this extra stability:
“Bitcoin ETFs have eked out positive inflows past month and YTD and IBIT is +2.4 billion YTD (Top 1%). Impressivem and in my opinion, helps explain why BTC’s price has been relatively stable: its owners are more stable. ETF investors are much stronger hands than most think. This should increase stability and lower volatility and correlation long term,” claimed Eric Balchunas.
Since the Bitcoin ETFs first hit the market, they’ve totally transformed the crypto industry, but it’s been difficult to quantify that transformation.
However, this impending economic crisis has given analysts a useful chance to collect hard data from a stress test. Balchunas emphasized that ETF issuers had a powerful demand for BTC, which has powered some changes.
Weekly Bitcoin ETF Inflow in 2025. Source: SoSoValue
Bitcoin is more integrated than ever into traditional finance, and that presents a few opportunities. For any number of reasons, retailers have been compelled to dump their tokens.
Normally, these actions could spook the markets, but ETF issuers (and Michael Saylor’s Strategy) have been willing to buy as much Bitcoin as possible.
In other words, these whales have done a lot to hold up confidence in the entire market. Ideally, ETF issuers will have a mostly positive impact on the sector, potentially curing Bitcoin’s infamous chronic volatility.
The ETF issuers have a high confidence in Bitcoin, which has kept its price steady throughout the tariff chaos. If they lose that confidence for any reason, it could cause a powerful demand crisis.
This investment trend has been a tremendous benefit to the crypto industry, but it’s important to keep an eye on the potential risks involved.
Speculation about Nvidia adding Bitcoin to its treasury reserves has surfaced recently. These unconfirmed reports lead to questions about the potential for increased institutional adoption of Bitcoin and the possible performance of such a move for Nvidia, whose stock value has fallen considerably this year.
BeInCrypto interviewed representatives from Banxe, FINEQIA, CoinShares, Bitunix, and Acre BTC to discuss Bitcoin’s potential benefits for Nvidia and explore whether such an investment would ultimately benefit the company in the long run.
Rumors of Nvidia’s Potential Bitcoin Investment
Over the past few weeks, several reports have surfaced across social media suggesting that Nvidia, a pioneer in GPU-accelerated computing, is considering adding Bitcoin to its balance sheet.
These reports remain purely speculative at the time of press, given that Nvidia has not made any official statements on the topic. When BeInCrypto reached out for clarification, an Nvidia spokesperson declined to comment.
Even as rumors, these reports highlight the significant impact of such a decision on Bitcoin’s public perception. Given Nvidia’s current economic circumstances, marked by a substantial drop in stock value, an announcement of this nature would not be completely unexpected.
As such, Nvidia’s stock price has taken a hit. According to recent reports, Nvidia stock has fallen 35% since its latest price peak in January.
Nvidia’s stock reacted especially poorly to the news that China’s Huawei Technologies is testing a new AI chip potentially more powerful than Nvidia’s H100.
Given these circumstances, Nvidia can mitigate current economic challenges by diversifying its treasury assets.
Should Nvidia Consider Adding Bitcoin to Its Balance Sheet?
Such a move would significantly alter how other institutional investors view Bitcoin, potentially encouraging more companies to adopt a similar strategy. The crypto community would likely celebrate the news, believing it would solidify Bitcoin’s legitimacy as an asset class.
However, the extent to which Nvidia requires Bitcoin for stability remains controversial.
Risks of Adding Bitcoin to Nvidia’s Treasury
As it is, Nvidia already has other strategies that help the company hedge against volatility and inflation. Adding Bitcoin into the mix may seem excessive.
This becomes especially true when considering just how volatile Bitcoin itself can be. Though the asset can generate significant gains during bullish periods, the losses it can cause are equally severe.
As such, Bitcoin might not be the natural choice to defend Nvidia from its current stock declines. An investment of this kind would need to reflect a long-term strategy rather than an impulse decision.
Would BTC Even Make a Difference on Nvidia’s Share Price?
Bitcoin has demonstrated high returns over the long term, though with considerable volatility. For companies able to withstand the associated risks, including large price fluctuations, it offers the potential for significant future profits.
With its substantial financial resources, Nvidia could absorb Bitcoin’s volatility without a major impact on its balance sheet. In this sense, the company has little to lose, but also little to gain.
Ultimately, Nvidia’s decision to invest in Bitcoin hinges on timing and urgency, particularly given recent developments that have alleviated some pressures on the company.
Easing Export Restrictions: A Boost for Nvidia
Last week, the Trump administration announced its plans to roll back certain Biden-era export restrictions on advanced semiconductor chips.
Biden’s ‘AI Diffusion Rule’ established these restrictions to enhance US technological leadership by preventing advanced chips from being diverted to countries of concern, especially China. Given that China was Nvidia’s main buyer, the rule significantly hampered its sales.
A rollback would be highly advantageous for Nvidia’s sales, especially amid this new wave of chipmakers.
Similarly, the recent US-China tariff pause led to Nvidia’s stock price rise. Despite its temporary nature, the news is a positive sign for the company, promising reduced uncertainty and potential gains in sales and supply chain stability.
Considering these developments, adding Bitcoin to Nvidia’s balance sheet may no longer be urgent. If Nvidia were to make such a decision out of haste, it might also drive away traditional investors and long-time buyers.
Many areas of traditional finance remain highly skeptical of Bitcoin due to its short history and highly volatile nature. If Nvidia adds Bitcoin as a treasury asset, traditional investors might view it as a poor decision, potentially alienating long-time clients.
The founder of Yescoin, a tap-to-earn game on Telegram, has apparently been arrested by Shanghai law enforcement. The project still hasn’t launched a token, citing delays due to repeated cyberattacks, and the community is growing restless.
Yescoin’s statement assured users that operations would continue as normal, but it gave very few details about the dispute or criminal charges. Hopefully, everyone involved is acting in good faith, and its token launch will happen on March 31.
Today, however, Yescoin has encountered legal trouble, as its pseudonymous founder, Zoroo, was arrested by Shanghai law enforcement:
“We regret to inform you that Zoroo, the founder of Yescoin, has been taken away from Hangzhou by Shanghai police due to a dispute with his business partner, OldWang. What began as a business disagreement between partners has now escalated into a criminal case. We would like to assure everyone that Yescoin continues to operate normally,” the firm claimed.
Other than this statement, very few details about the arrest have come to light. Shanghai is nearly 200 kilometers away from Hangzhou and is in a totally different administrative province, so it’s somewhat surprising that the city’s police arrested Yescoin’s founder.
So far, the community doesn’t have any idea what the criminal charges are about.
Yescoin launched in mid-2024 when the tap-to-earn hype was at its peak. The game has over 4 million followers on X (formerly Twitter) and nearly 3 million subscribers on Telegram.
However, unlike Hamster Kombat and other Telegram mini-games, Yescoin has yet to have its token generation event (TGE). The project cited repeated cyberattacks as the reason for the launch delays but maintains that the token will go live on March 31.
On Yescoin’s initial announcement and other social media posts, users professed skepticism about the alleged arrest. Some fans apparently believe that this incident is an excuse to perpetually delay the launch date or is otherwise somehow fabricated.
In other words, this arrest announcement has riled up the Yescoin community. If further delays happen, it could seriously damage the project’s credibility.
