Nvidia CEO Rethinks Quantum Future
M2 Rising, Short Squeeze Looms
TECH
Nvidia CEO Rethinks Quantum Future
Nvidia CEO Jensen Huang recently stirred debate in the quantum computing world when he admitted he hadn’t realized some quantum startups were already publicly traded. His earlier comments, suggesting useful quantum computers were decades away, had sent shockwaves through the market, causing stocks like IonQ and D-Wave to drop sharply. But during Nvidia’s GTC conference, Huang took a more open approach, inviting leaders from those very companies on stage to discuss the future of quantum tech.
Quantum computing is still in its early days, but its potential is massive. Instead of working with bits like traditional computers, quantum computers use qubits, which can exist in multiple states at once. This could allow them to solve problems that today’s most powerful supercomputers can't touch. The challenge is that building a stable, scalable quantum computer is extremely complex—so skepticism, like Huang’s, is understandable.
Still, the field is progressing faster than many expect. Executives from quantum companies argued that while we’re not yet replacing classical computers, quantum processors are already being used in scientific research and optimization tasks. The industry is also shifting the narrative: quantum tech may not be a replacement but a complement—an accelerator that works alongside traditional systems.
This reframing matters. Instead of viewing quantum computing as a distant dream, investors and developers are starting to see it as a practical enhancement to today’s infrastructure. That shift opens the door to more strategic partnerships and real-world applications sooner than expected.
What’s clear is that even skeptics like Huang are listening. The fact that he hosted this session shows that Nvidia, a leader in AI and advanced computing, is paying attention. And when someone like Huang starts showing curiosity, not dismissal, it signals that quantum computing might be closer to the mainstream than we think. The next decade could redefine what’s possible in computing—and the quantum world may play a bigger role than anyone imagined.
CRYPTO
M2 Rising, Short Squeeze Looms
Bitcoin is showing signs of major accumulation, and the whales are making bold moves. Over the past few weeks, large wallets have been steadily buying — some accumulating tens of thousands of BTC — signaling strong institutional conviction. This kind of buying pressure, especially at current price levels, suggests that something big is coming.
At the same time, M2 money supply — a key measure of the money circulating in the economy — is ticking back up. When M2 rises, it often signals inflationary pressure or looser monetary conditions, both of which tend to push investors toward hard assets like Bitcoin. As central banks continue to stimulate or show signs of dovish policy, more capital is expected to flow into crypto.
Adding fuel to the fire is the current setup in the derivatives market. Bitcoin short positions have stacked up, and if prices push higher, it could trigger a massive short squeeze. That means traders betting against Bitcoin could be forced to cover their positions — buying back into the market and driving prices even higher, fast.
But perhaps the biggest long-term catalyst is regulatory. Behind the scenes, there's growing talk that banks may soon start to embrace and even integrate crypto. With BlackRock, Fidelity, and other major players entering the space, traditional finance doesn’t want to be left behind. There’s pressure on regulators to deregulate responsibly, giving banks the green light to offer Bitcoin custody, trading, and integration services. When that happens, adoption could explode.
All of this is happening while Bitcoin remains under its all-time high. That won’t last long. Whale accumulation, rising M2, a primed short squeeze, and regulatory tailwinds are converging — and markets don’t ignore that for long. We might be on the verge of a major breakout that reshapes Bitcoin’s trajectory for years to come. Stay focused.
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.