Traditionally, the crypto market followed the classic four-year “halving cycle”…
But now, a new player is setting the pace: Nvidia’s GPU cycle.
According to Vance Specer, partner at Framework, the next few years will be driven by Nvidia’s hardware roadmap — especially its next-gen Blackwell GPUs.
💡 What does it mean?
When AI labs and data centers are spending big, risk assets pump.
But when they start cutting costs, that’s your exit signal.
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🧠 The Takeaway:
It’s no longer just about halving cycles.
Nvidia, AI, and GPU upgrades are now macro signals.
Risk-on season isn’t over yet… but stay sharp.
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What do you think?
Is Nvidia’s cycle the new market science — or just hpe?
💬 Drop your thoughts