Wick Hunter_

Gestern wollte ich fast aufgeben.
Nach über 10 Stunden Forschung, Schreiben und Pflege, nur um von Geisterlikes und stiller Sabotage übertönt zu werden, fühlte es sich sinnlos an.
Aber dann erinnerte ich mich:
Eine Lehrerin in Manila nutzte OpenLedger, um die NFT-Belohnungen der Schüler auf einem 50-Dollar-Handy zu verfolgen.
Ein Journalist in der Türkei verifizierte Korruption, ohne ihre Quellen preiszugeben.
Eine Rentnerin in Lissabon schlief ruhig, weil ihr Wallet sich selbst schützte.
Darum geht es nicht um Bestenlisten.
Es geht um Menschen, die endlich dem System vertrauen können.
OpenLedger ist nicht auffällig. Es muss nicht sein.

Share price reaction muted in post market
Nvidia touts diversification of client base
Hurdles to China sales fails to stop mega forecast beat for Q1
Fundamentals are rock solid
Failure to drive share price rally could be down to unchanged sales pipeline forecast

It was another monster earnings report from Nvidia for fiscal Q4. Revenues were $68.1bn, smashing estimates of $65bn. Gross profit margin was a healthy 75%, up from 73.5% in the prior quarter, and the outlook for this quarter was monstrous. Nvidia is predicting that revenues will be $78bn, estimates were for $72bn.
Nvidia touts diversification of client base
Although this is practically perfect earnings report, the share price reaction was muted in the post market. We discuss why below, for now, it’s worth digging into who is buying Nvidia’s chips? The company, usually tight-lipped about their customer base, said that 50% of revenues were generated by the hyperscalers. However, they also spoke about the spread of AI in corporations. Nvidia say that enterprise adoption of AI agents is skyrocketing, which could help Nvidia to diversify its demand base. The concentration of its customer base has long been a cause of concern for some investors, for now, hyperscalers are still the main revenue generator, however, as AI use expands around the world, concentration risks could ease.
China still out of the sales forecasts
Concerns about supply constraints should also have been soothed by this report. Nvidia said that it had secured supply to meet demand for several quarters, which partly explains the massive boost to Q1 forecasts. The astonishing part of these forecasts is that they don’t assume any demand from China and the world’s second largest economy is not expected to help Nvidia see a 13% uplift in its revenue this quarter.
Fundamentals remain solid
The company is a cash-generating machine, cash and cash equivalents have jumped $20bn in a year to $62.6bn. Nvidia has rock-solid fundamentals, and they are expected to continue to strengthen this year.
The company is expected to announce that production of its most advanced chip, the GB300, is progressing well. Also, the significant increase to its forecasts suggest that the company will reiterate the $500bn sales pipeline forecast for this year. After this quarter’s forecast beat, there is a chance that this pipeline could be increased later this year.
The China question remains tricky, the US has granted licenses for Nvidia to export its less advanced chips to China, but the question is whether Beijing will allow the chips to be imported, although Beijing did approve the purchase of 400,000 H200 GPUs for use by major Chinese tech firms like Tencent, Alibaba and ByteDance earlier this year. While China may be warming to Nvidia chips, there is still a lot of trade friction. While it is unlikely that China will become a major customer for Nvidia any time soon, its huge sales forecasts suggests that Nvidia can get on perfectly well without Beijing.
Share price reaction below average, so far
The share price initially rose on the back of this earnings release, but it gave back most of the early gains and the increase has been modest so far. It is well below the 2% average move in the share price the day after an earnings release.
Why the muted share price reaction?
The muted reaction to this A* earnings report could be down to a few factors. Nvidia and the semiconductor space has outperformed the broader tech sector so far this year. Nvidia’s results suggest that demand for AI is strong, and fears of an AI bubble are overdone. Thus, investors could pile into the less loved parts of tech, for example software, before going headfirst into Nvidia. The Nasdaq e-mini contract is higher by 1.4% after Nvidia’s earnings report.
Secondly, this report did not generate much reason for disappointment, but even so, some investors may have hoped that CEO Jensen Huang would boost sales pipeline estimates for this year above $500bn. Huang was also asked about hyperscalers’ and their future capex plans now that there was some pressure on their cash flows. This did not bother Huang, but it could sow a seed of doubt in the mind of investors.
Overall, the initial reaction to Nvidia’s results suggest that investors are still unwilling to chase a higher trend in tech stocks right now, even after Nvidia’s stunning earnings report. This report will likely be pored over in detail on Thursday, but for now it is not driving a significant rally in the share price.
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$NVDAon

TD Securities analysts expect Premier Li to unveil a 4.5–5.0% GDP target range for 2026 at the Two Sessions, alongside a broad budget deficit near 9% of GDP. Policymakers are seen prioritizing domestic demand, with continued targeted consumer stimulus.

Domestic demand at policy forefront:
"Premier Li is likely to announce a 4.5-5.0% GDP target range for 2026 and a broad budget deficit equivalent to 9% of GDP, retaining an accommodative fiscal stance."
In 2026, we expect policymakers to formulate and implement policies with a focus on boosting domestic demand."
"Boosting domestic demand would encompass both consumption-led and investment-focused policies, especially given the slump in Fixed-Asset Investment (FAI) in the H2'25."
"Policymakers see the need to diversify its economic engine towards consumption, albeit at a gradual pace."
"We expect the targeted consumer stimulus, consumer trade-in program, to continue in 2026."
#STBinancePreTGE
#TrumpStateoftheUnion
#StrategyBTCPurchase
$BTC
$ETH

Gold verzeichnet moderate Gewinne um 5.165 $ in der frühen asiatischen Sitzung am Donnerstag.
Händler werden die US-Iran Nuklearverhandlungen am Donnerstag in Genf genau beobachten.
Der US-Handelsvertreter sagte, dass die US-Zölle nach dem Urteil des Obersten Gerichts auf 15 % oder mehr steigen könnten.
Der Goldpreis (XAU/USD) handelt mit leichten Gewinnen nahe 5.165 $ während der frühen asiatischen Sitzung am Donnerstag. Der Anstieg des Edelmetalls wird durch zunehmende geopolitische Spannungen zwischen den Vereinigten Staaten (US) und dem Iran sowie anhaltende Unsicherheiten bezüglich der US-Zollpolitik gestützt. Alle Augen werden auf den US-Erzeugerpreisindex (PPI) Bericht für Januar gerichtet sein, der am Freitag fällig ist.

rumors about a "Jane Street leak," $BTC bouncing, and whether $65K is the new floor. Some say it's institutional positioning. Others call it noise and narrative trading. People point to filings showing Jane Street Group increased exposure to Bitcoin-related instruments - which is interesting, but not a smoking gun. Big funds rebalance all the time. That doesn't automatically dictate price direction. Here's what really matters:
Institutional activity exists that's factual
$65K could act as support, but it's not confirmed as a permanent floor
Narratives move conversations, but price follows structure and demand
For Bitcoin, confirmation is everything
I think it's too early to declare victory or doom. Markets often test levels multiple times before defining the trend.
#STBinancePreTGE
#TrumpStateoftheUnion

Bitcoin is holding near the $66K level but the structure looks fragile. Jane Street added 7.1M shares of BlackRock's IBIT in Q4 (about $276M), bringing its total position close to $790M. Normally, such institutional accumulation would boost sentiment.
But the opposite is happening. Despite the buying, BTC fel 24% in the same quarter, while IBIT has already corrected about 23% in 2026. At the same time, BlackRock is seeing net outflows, and market confidence remains weak.
Technically, $BTC has printed five consecutive weekly lower lows, with no clear accumulation around $65K.
Right now, $66K looks less like a launchpad and more like a test of how much confidence Bitcoin holders still have left.
#STBinancePreTGE
#TrumpStateoftheUnion