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AI FUD eases as NVDA posts stronger earnings – What it means for Bitcoin

2min Read

Rising AI risks put NVDA earnings and Bitcoin leverage in the spotlight.

Posted: February 27, 2026

By: Ritika Gupta Journalist Edited By: Saman Waris AI FUD eases as NVDA posts stronger earnings – What it means for Bitcoin

Ritika Gupta Journalist Edited By: Saman Waris Posted: February 27, 2026 Share this article

It looks like the market will enter the last month of Q1 on a fresh note.

So far, back-to-back FUD moments, ranging from manipulation fears and the DeepSeek-related crash to tariff volatility, have hit the market, wiping out nearly $1 trillion in crypto in just over a month.

However, the market now appears to be stabilizing. First, the alleged Jane Street manipulation issue has been resolved, which in turn is reinforcing investor confidence.

Building on this, Nvidia’s [NVDA] earnings report couldn’t have come at a better time.

Source: TradingView (NVDA/USD)

According to the data, NVDA’s Q4 report came in better than expected.

The company posted record quarterly revenue of $68.1 billion, with data center revenue surging +1,200%.

Gross margin held strong at 75%, while free cash flow reached $34.9 billion, up nearly $20 billion year-over-year, highlighting a truly standout quarter.

What’s especially impressive is that despite the risk-off mood in Q4, NVDA still delivered strong gains, cementing its unmatched position in the AI-led economy and pushing back against the growing FUD around tech stocks.

Naturally, this raises a key question: What does this development mean for risk assets, which have been tracking rising AI concerns closely, especially with analysts warning of another potential DeepSeek-led crypto wipeout?

A bullish NVDA report could shift sentiment

The stakes for a bullish NVDA were higher than many expected.

After seven straight weeks of red closes, the total crypto market cap looks set to end the week in the green, up about 1.8% so far.

That adds roughly $40 billion in just three days, signaling that investors are slowly shifting back to a risk-on mindset.

Bitcoin [BTC] clearly reflects this change. One analyst noted that BTC open interest surged by $500 million, matching its 6.14% rally, showing that speculation is moving hand-in-hand with the broader risk-on move.

Source: TradingView (BTC/USDT)

Against this backdrop, NVDA’s bullish report acted as a positive signal.

On the sentiment side, the market sits just four points shy of re-entering the “fear” zone after spending the month in extreme fear.

This reinforces what analysts see as a constructive impact from NVDA’s report in easing some of the AI-driven risks weighing on the market.

In this context, Bitcoin’s rising OI flipped into a bullish signal, helping push the price closer to $70k. Taken together, the current macro setup suggests that if momentum holds, a breakout past this key level could be next.

Final Summary

NVDA beats expectations, reinforcing confidence in AI-led tech despite Q4 risk-off sentiment.
After seven weeks of losses, total crypto market cap adds $40 billion in three days, signaling a potential breakout as sentiment shifts toward risk-on.

Next: Not Jane Street, not Binance: Why Bitcoin is really down Share

Ritika Gupta

Ritika Gupta is a coin-based journalist at AMBCrypto who focuses on how economic and political trends impact cryptocurrencies. A social sciences graduate from Gargi College, she reports on AI, DeFi, Web3, and blockchain, using her hands-on experience to turn complex crypto developments into clear, practical insights for readers. More Articles