Can Nvidia add Bitcoin to its public budget?

Speculation about NVIDIA has emerged by adding Bitcoin to its cabinet reserves recently. These unconfirmed reports lead to questions about the possibility of increasing the adoption of institutions for Bitcoin and the potential performance of such a step for NVIDIA, which has significantly decreased the value of shares this year.

Beincrypto conducted an interview with representatives from Banxe, Fineqia, Coinshares, Bitunix and Acre BTC to discuss the potential benefits of Bitcoin for NVIDIA and explore whether this investment will finally benefit the company in the long run.

Rumors about Bitcoin’s potential investment in Nafidia

Over the past few weeks, many reports have emerged on social media that indicate that NVIDIA, the leading computing of GPU, is considering adding bitcoin to its public budget.

These reports remain purely speculative at the time of the press, given that NVIDIA has not indicated any official data on this topic. When Beincrypto continues to clarify, a NVIDIA spokesman refused to comment.

Although these rumors, these reports highlight the great influence of such a decision on the general perception of Bitcoin. Given the current economic conditions of NVIDIA, which was characterized by a significant decrease in the value of the stocks, the announcement of this nature will not be completely unexpected.

Recent economic challenges

Over the past five months, NVIDIA has moved on economic and geopolitical obstacles that have greatly affected the company’s operations and general financial performance.

Among the export restrictions in the Biden era and the recent Trump’s commercial policies, with the dangers of global inflation, the weakness of the US dollar, and the increase in competition from other manufacturers in the graphics processing unit, NVIDIA faced issues on all fronts.

“The origins of the risk in general were less than performance in the first months of 2025, despite the marks of the recent recovery. Moreover, the increasing competition, especially in the GPU and AI sectors, pose a threat to the leadership of NVIDIA in the market, and increases the possibility of there to be a share in the market. Noticeable witnessed the increase in the share price between the beginning of 2023 and the beginning of 2025.

As such, the NVIDIA share price achieved great success. According to recent reports, NVIDIA has decreased by 35 % since the last peak in January.

NVIDIA’s shares’ reaction was particularly bad to the news that Huawei’s techniques in China test a new artificial intelligence chip stronger than NVIDIA H100.

Given these conditions, NVIDIA can alleviate the current economic challenges by diversifying the cabinet origins.

Should Nvidia consider adding Bitcoin to its public budget?

Thanks to his behavior unrelated to traditional markets and covered in its supply, Bitcoin offers a strong opportunity to move inflation to companies.

If NVIDIA is considering this, then the direction created by other companies that have invested in this category of assets for similar reasons over the past few years will follow.

“We have already seen similar cases when Microstrate and Tesla topped the headlines by allocating parts of the cabinet in Bitcoin. These cases have shown that the bold encryption strategy Alex Jotz, CEO of Banxe,” alone in exploring this path. “

Such a move would significantly change how other founder investors view Bitcoin, which may encourage more companies to adopt a similar strategy. The encryption community is likely to celebrate the news, believing that it will enhance the legitimacy of Bitcoin as a description.

“There is also an advantage of depicting stakeholders and market visualization. Bitcoin may expand NVIDIA’s attractiveness to a new group of investors or partners. It can attract attention from the encryption community and investors who wear technology who see the company is in line with their values. He added courage.

This potential step will be in line with NVIDIA with the company’s current relationships with the coded currency space, given the role of decisive technology in bitcoin mining.

The role of Nvidia in Bitcoin Environmental System

Bitcoin mining, especially its consensus mechanism, is a natural application of NVIDIA products.

“NVIDIA is a company known for being at the forefront of technology (AI, graphics, etc.). By adding Bitcoin, they boost that image of being a vision. In fact, some may say that this step benefits from the NVIDIA legacy in the encryption space – their graphics processing was effective in the encrypted wheel cycles last December” GUTS “GUTS.

To this point, Greco added:

“There is already a natural link between NVIDIA and Bitcoin, so the search for direct exposure to asset appears logical. Bitcoin segmentation, a main scale that measures computing power in the network, was steadily climbing, as NVIDIA can also be translated into an increase in growth among them. In increasing the company’s revenues.”

However, the extent to which Nvidia Bitcoin requires stability is still controversial.

The risks of adding bitcoin to the Nafidia wardrobe

As, NVIDIA already has other strategies that help the company to hedge against fluctuations and inflation. Added bitcoin to the mixture may look excessive.

“Bitcoin provides diversification benefits as an unrelated asset and a possible hedge against the long -term decrease in the dollar. However, in practice, NVIDIA is already using FX strategies to manage currency risk risk,” said Satish Patel, chief investment analyst in Coinshares, Beincrypto.

This becomes particularly correct when considering the bitcoin volatility itself. Although the original can make great gains during the upscale periods, the losses that can cause it to be very equal.

“The first risk to be weighted is the volatility of prices. The significant decrease can lead to a significant loss that is not achieved on the public budget in the short term; according to current accounting standards, bitcoin is treated as” unsuccessful assets “and the decrease will not be extinguished, which will have a direct impact on the income statement,” Bitunix dean Chen explained.

As such, Bitcoin may not be the natural option to defend NVIDIA from its current stock. Investment of this type requires a long -term strategy instead of the rush decision.

Will BTC make a difference in the NVIDIA share price?

Bitcoin has shown high returns in the long run, despite great fluctuations. For companies that are able to withstand their associated risks, including large price fluctuations, it provides the ability to obtain great future profits.

“Given the historical performance, Bitcoin has been the best performing assets over the past fifteen years. This makes it at least on paper, adding a strategy to enhance the company’s treasury,” Greco said.

Thanks to its large financial resources, NVIDIA can absorb Bitcoin fluctuations without a significant impact on its public budget. In this sense, the company has a little to lose, but also a little to earn it.

“Unless bitcoin customization is important, it is likely that the impact on the price of a long -term NVIDIA share is likely to be reclassified, with more than 11500 BTC, widely by investors by NVIDIA, at least, at least, ascter Ascters is more than that, at least.

Ultimately, NVIDIA’s decision to invest in Bitcoin hinges on timing and urgency, especially given the recent developments that reduced some pressure on the company.

Export restrictions reduce: batch for NVIDIA

Last week, the Trump administration announced its plans for some restrictions to export Biden era on semiconductor chips.

Biden’s “artificial intelligence” base has established these restrictions to enhance American technological leadership by preventing the conversion of advanced chips into disturbing countries, especially China. Given that China was the main buyer of NVIDIA, the base hindered its sales greatly.

“The American blockade of chips to China has caused a decrease in the expected NVIDIA revenues by about $ 5.5 billion in the quarter since 2025 Q1. In addition, Huawei and others said from AI.

The decline will be very useful for NVIDIA sales, especially among this new wave of chips.

Likewise, the cessation of customs tariffs in the United States of China has increased stock prices in NVIDIA. Despite its temporary nature, the news is a positive sign of the company, as it reducing uncertainty and possible gains in sales and the stability of the supply chain.

Looking at these developments, the addition of Bitcoin to NVIDIA’s public budget may not be urgent. If NVIDIA will make such a decision from the wheel, it may also lead to the removal of traditional investors and buyers for a long time.

Many traditional financing areas are still skeptical in Bitcoin because of its short history and its very volatile nature. If Nvidia Bitcoin adds as the origin of the Treasury, traditional investors may look at a weak decision, which is likely to alienate customers for a long time.