Wall Street Breakfast Big bitcoin bull cries uncle
4 snips
Dec 10, 2025 A leading strategist has drastically slashed bitcoin forecasts, signaling changing tides in the crypto market. NVIDIA is exploring a unique tool to track GPU locations, aiming to combat smuggling. Silver is experiencing an extraordinary surge, driven by supply constraints and industrial demand, but experts caution about potential risks tied to AI investments. Meanwhile, Elon Musk expresses regret about embracing Dogecoin again as JPMorgan raises alarms about a 'fragile' economy. Stay informed on these trending topics!
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Bullish Forecasts Get Tempered
- Standard Chartered sharply cut its Bitcoin price roadmap after 2024 momentum faded.
- Jeff Kendrick sees DAT buying largely done and expects consolidation rather than full capitulation.
Institutional Demand Is Sticky
- Bernstein calls the current phase an elongated bull cycle with stickier institutional demand.
- Despite a 30% correction, ETF outflows remain under 5%, supporting resilience.
GPUs Could Report Their Location
- NVIDIA prototyped a location verification tool to detect which country GPUs operate in.
- The optional agent uses GPU telemetry and latency to NVIDIA servers to estimate physical location for fleet management and export control.