29 Sept 2025
A significant correction in Bitcoin and Ethereum occurred due to Nvidia's substantial market capitalization loss, subsequently impacting the S&P 500. This market downturn was fueled by fear-driven claims surrounding a Chinese AI company, creating a selling trap, despite major global AI investments and a bullish outlook for crypto, especially in the impending altcoin season.
Bitcoin underwent a significant correction from $105,000 to $97,000, triggered by Nvidia's multi-billion dollar market capitalization loss, which in turn impacted the S&P 500 and the broader crypto market.
Donald Trump announced a $500 billion private sector AI infrastructure investment, a positive development expected to boost AI-related crypto tokens due to the overlap between AI companies and crypto projects.
China plans to invest approximately $140 billion (1 trillion Yuan) into AI technology development, contributing to a global AI race that is projected to bring new capital flows into the crypto sector's AI-related projects.
TA (TIE) coin, an AI project backed by the Solana Foundation, holds a strong bullish outlook with personal price targets set between $130 and $160 before March, anticipating a pump upon its AI market launch on Solana within 30 days.
Donald Trump actively acquires cryptocurrency, holding 59,000 Ethereum and 664 Bitcoin, representing a $400 million investment with half allocated to Ethereum.
Nvidia's market capitalization loss of $500-600 billion, resulting in its price falling to $112, triggered a significant downturn in the S&P 500 and the broader US market, consequently affecting crypto prices.
Deep Seek, a Chinese company, claimed to develop an AI model 100 times more efficient than Open AI's GPT for only $6 million and in one year using inferior chips, generating market fear and contributing to crashes in Nvidia, the S&P 500, and crypto.
The market's reaction to Deep Seek's claims stems from investors' limited understanding of technology and financial market interconnections, with many acting as momentum traders. Deep Seek has a reported history of market manipulation through FUD, rendering its claims of achieving superior AI with minimal investment highly suspect.
Nvidia's competitive advantage remains strong, as Deep Seek's claims, even if true, would not undermine it; Deep Seek itself reportedly utilizes 50,000 Nvidia H100s. The selling of Nvidia stock based on these claims is considered illogical and a product of FUD.
An imminent altcoin season is signaled by the 'Total2' chart, which shows a strong squeeze indicating a parabolic move, expected within the next two weeks, further supported by the Chinese New Year narrative.
Futures trades were strategically rebalanced, moving $600,000 from an Ethereum position (exited at no loss) into higher-potential altcoins like Trumpcoin, Chainlink (LINK), Lido DAO (LDO), Aptos (APT), Pepe (PEPE), Worldcoin, and a small Bitcoin trade, targeting 5-7 million in profits.
Key catalysts for the upcoming bull run and altcoin season include Donald Trump's potential announcement on spot Ethereum staking, the Federal Reserve's interest rate decision, and any hints towards increased money printing.
The recent market crash and Nvidia's dip are interpreted as 'noise' and FUD designed to induce selling of crypto assets like Bitcoin and Ethereum, emphasizing the importance of proper risk and money management.
All of this is noise; Nvidia just another reason to FUD you out to take your crypto, to take your Ethereum, take your Bitcoin – do not be stupid.
| insight | details |
|---|---|
| Market Correction Trigger | Bitcoin and Ethereum saw a correction due to Nvidia's significant market cap loss (>$500B), which impacted the S&P 500 and broader crypto markets. |
| Global AI Investment Boom | Donald Trump announced $500B in private sector AI investment, while China plans $140B, signaling a substantial new capital inflow into crypto's AI sector. |
| Deep Seek AI Controversy | Claims by Chinese company Deep Seek of developing superior AI for minimal cost (a reported $6M) are widely suspected to be market manipulation (FUD), given its alleged history and the claims' improbability. |
| Nvidia's Enduring Strength | Despite Deep Seek's claims, Nvidia's competitive advantage in AI hardware remains strong; Deep Seek itself reportedly utilizes Nvidia's H100 chips. |
| Impending Altcoin Season | Analysis of the 'Total2' chart indicates an imminent altcoin season and a parabolic move, suggesting that current market dips represent a 'trap' for sellers. |
| Strategic Portfolio Rebalancing | A substantial futures position ($600K) from Ethereum was reallocated into higher-potential altcoins (e.g., Chainlink, Lido DAO, Aptos, Pepe, Worldcoin) in anticipation of the bull run. |
