Invest ideasNews
17 Jan 2026, 10:50
China’s chip curbs force Nvidia suppliers to stop H200 production
Nvidia Corp.’s suppliers have halted production of the company’s H200 artificial intelligence accelerator after China moved to block shipments of advanced chips, dealing another blow to the U.S. chipmaker’s access to one of its largest markets. Recently, the suppliers had been working nonstop in anticipation of more than a million orders from China, aiming to meet March delivery targets . This week, however, Chinese customs officials informed agents that shipments of the H200 would not be allowed into the country. Government authorities also warned local technology companies not to acquire the chips unless required, without specifying whether the ban is temporary or permanent. Analysts say China wants to foster local chip development Despite eager Chinese demand for Nvidia H200 chips, analysts suggest Beijing could be considering restrictions to advance local chip development or strengthen its negotiating position with the U.S. Some also claim the government wants to regulate which organizations can obtain top-tier computing resources and for what purposes, particularly in matters of national interest. Earlier, Washington had restricted H200 shipments over fears they might give China an advantage in technology and defense. However, on Tuesday, officials from the Department of Commerce permitted Nvidia to sell its high-end AI chips in China, provided there’s enough supply in the US. Before this, in December, President Trump had said he would only allow Nvidia to supply its H200 processors to designated customers in China and impose a 25% fee , stressing that he intended to protect national security and the nation’s AI dominance. Over the course of 2025, Nvidia CEO Jensen Huang lobbied U.S. officials to allow sales of Nvidia’s powerful chips to China, arguing that global market participation is key to America’s competitive edge. Thus, the firm on Tuesday welcomed the recent approval, saying it will benefit US manufacturing and jobs. Nonetheless, the green light came with conditions: chips must pass independent testing, sales to Chinese clients are capped relative to U.S. buyers, military use is restricted, and certain amounts must remain for domestic use. Plus, the recent Chinese block on shipments only complicates the matter further. Taiwan-produced H200 chips still have to pass through the US for testing Current events also add another layer to a complex scenario in which the U.S.-designed, Taiwan-manufactured H200 chips can now be exported to China, with the U.S. government reportedly receiving part of the profits. Rather than being shipped straight from Taiwan to China, the U.S. government noted that the chips first go through a U.S. lab for testing, where a 25% tariff is imposed. This also affects AMD’s MI325X processor. Analysts are split over whether selling the H200 to China makes strategic sense. Supporters argue it could slow China’s domestic chip development, while critics highlight its potential use in weapons systems. According to Austin Lyons, a semiconductor analyst, China is concerned about its over-dependence on Nvidia, but local companies are expected to continue pursuing H200 chips until homegrown versions advance. Nvidia, he added, will be glad to gain revenue from China, even with lower margins caused by the U.S. government’s share. Marc Einstein at Counterpoint Research also argued the proposal to take a cut of Nvidia’s sales might set a benchmark for Trump’s negotiations on other tariffs. He remarked, “It will be interesting to see if this tariff model expands to other sectors.” Sharpen your strategy with mentorship + daily ideas - 30 days free access to our trading program
17 Jan 2026, 10:46
Lightning Struck Twice This Week For Two Bitcoin Miners, With Each Scoring Rare $300,000 BTC Jackpot
Two solo Bitcoin miners independently processed full blocks and pocketed sweet payouts of around $300,000 each.
17 Jan 2026, 10:35
NVDA Price Forecast Jumps After Jefferies Raises Nvidia Target to $275
Nvidia shares drew fresh attention after Jefferies raised its price target to $275, citing an extended accelerator and model roadmap through 2028 highlighted around CES. At the same time, market charts show mixed short-term forecasts for NVDA and renewed focus on the Ethereum–Nvidia ratio as traders assess shifting relative momentum. Jefferies Lifts Nvidia Target to $275 as CES Pipeline Extends to 2028 Jefferies analyst Blayne Curtis raised the firm’s price target on Nvidia to $275 from $250 and kept a Buy rating on the stock. He pointed to the company’s rollout of new accelerator builds and the related model roadmap, which he said now stretches through 2028. Curtis framed the update around fresh product signals coming out of CES and the start of the new year. He said the expanded roadmap supports Jefferies’ higher valuation view as Nvidia pushes deeper into next generation data center demand. Nvidia Forecast Signals Near-Term Volatility as Longer Outlook Stays Mixed A price forecast chart for Nvidia shares shows uneven momentum heading into early 2026, with short-term signals pointing higher while longer horizons remain softer. The model projects a five-day price of about $188.82, marking a modest upside from recent levels. NVIDIA (NVDA) Stock Forecast and Price Prediction 2026 to 2027. Source: CoinCodex However, the tone shifts when extending the view. The one-month and three-month forecasts edge lower, both clustering near $182.60 to $182.70. That divergence suggests near-term resilience followed by cooling momentum as the timeline stretches out. Meanwhile, the longer-range outlook remains gated, with six-month, one-year, and 2030 projections locked. Still, the visible price path shows Nvidia trading in a wide range through late 2025, peaking above $200 before sliding back toward the mid-$180s. As a result, the chart reflects a market balancing strong recent gains against expectations of consolidation in the months ahead. Ethereum–Nvidia Ratio Chart Highlights Fresh Breakout and Retest After Years-Long Downtrend A TradingView chart shared on X tracks the weekly ETHUSD NVDA ratio and marks two prior peaks, labeled “2018 top (January)” and “2021 top (May).” The chart draws a long, descending red trendline from those highs and shows the ratio breaking above that line twice, with a “breakout!” label near the 2020–2021 period and another “breakout!” label near 2025. ETHUSD NVDA Weekly Ratio (Ethereum vs Nvidia). Source: Cryptollica on X On the far right, the ratio pulls back toward the former downtrend line and is labeled “Retest,” suggesting price returned to the breakout area. The header on the chart lists the weekly ETHUSD NVDA reading around 16.75 at the time of the snapshot, while a separate ETHUSD line below shows Ether near 3,095 on the same screen. The image also includes a dashed rising guide line and a large upward arrow projecting a possible move higher after the retest. The chart notes it was created with TradingView on Jan. 10, 2026 at 17:22 UTC and carries the “Cryptollica” label in the header.
17 Jan 2026, 10:33
Two solo bitcoin miners hit rare $300,000 jackpots in the same week
Two independent miners mined full blocks and collected roughly 3.15 BTC each, an uncommon outcome in a network dominated by large pools.
17 Jan 2026, 10:30
Bitcoin Price To $100K: Why All Eyes Are On The Short-Term Holders
The Bitcoin price resumed its hot start to the new year this week, jumping above the $97,000 mark for the first time since November 2025. The flagship cryptocurrency reignited debates about the current phase of the market in its latest attempt to reclaim its six-figure valuation. Having surpassed the previously formidable $94,000 technical level, the Bitcoin price seemed set to cross the $100,000 mark again. However, recent on-chain evaluation has brought focus on an ongoing phenomenon among a specific set of investors in the market. Bitcoin Price Action Could Hinge On STH Realized Price In a January 16 post on the X platform, pseudonymous crypto analyst Darkfost revealed that the average realized price of the Bitcoin short-term holders (STHs) is another key level to watch. This price level represents the average price where the most recent (1-3 months) set of BTC investors acquired their coins. Related Reading: Bitcoin Tailwind: Cathie Wood Sees ‘Reaganomics On Steroids’ Ahead According to data highlighted by Darkfost, this STH realized price currently sits at around $102,000, meaning that the majority of the Bitcoin short-term investors are at a loss. The market pundit noted that this particular evaluation is adjusted to account for the 800,000 BTC recently moved by Coinbase. Darkfost noted that, as the Bitcoin price approached the realized price of the short-term holders, the investors are caught between two primary choices. It is either this group of investors holds and hopes for further upside, or they exit once they break even. Given that they are the most reactive set of investors, the Bitcoin short-term holders have not hesitated in taking short-term profits, as indicated by the latest exchange inflows. Darkfost, however, noted that the STH realized price level will be crucial to watch once all the profit-taking is done. Darkfost said that the Bitcoin price trading below this cost basis historically represents a good accumulation opportunity. Nevertheless, the analyst warned that bear market periods should be excluded, as short-term holders tend to witness prolonged drawdowns and pain during this season. STH Cost Basis Key For Momentum To Re-Accelerate Glassnode analyst Chris Beamish agreed in a recent post on X that the STH average realized price is a key inflection point. According to the market pundit, the Bitcoin price reclaiming this cost basis would signal that recent buyers are back in profit. Beamish stated that reclaiming the STH realized price would be necessary for bullish momentum to re-accelerate, while failure to do so would keep the BTC market in recovery mode. As of this writing, the Bitcoin price stands at around at $95,300, reflecting no significant change in the past day. Related Reading: Bitcoin Rally Accompanied By ‘Very Bullish’ Whale-Retail Behavior, Santiment Says Featured image from iStock, chart from TradingView
17 Jan 2026, 10:29
BitMine pulls $65M in ETH from Kraken in latest accumulation move
Lookonchain data revealed hours ago that a Bitmine wallet has accumulated approximately $65.4 million in ETH. The transaction involved a withdrawal from the Kraken exchange, showing 20,000 ETH moved to the firm’s wallet. Based on on-chain data, withdrawals made by whales from exchanges have historically suggested accumulation rather than liquidation. The withdrawal reflects the intent to move funds to a cold storage for long-term holding rather than immediate sale. Bitmine ETH accumulation hits 4.07M ETH Bitmine recently accumulated another 24,068 ETH on Wednesday, valued at approximately $80.57 million. The firm now holds 4.07 million ETH worth approximately $13.37 billion and represents 3.36% of ETH’s total supply. Tom Lee’s firm now ranks as the second-largest crypto treasury, behind Strategy, which holds 687,410 BTC, worth approximately $65.4 billion. It seems that Tom Lee( @fundstrat )'s #Bitmine bought another 20,000 $ETH ($65.4M) from #Kraken 3 hours ago. https://t.co/TQmP08vgjv https://t.co/DPN3ZPwXAk pic.twitter.com/ovs3VUqJu6 — Lookonchain (@lookonchain) January 16, 2026 The Ethereum token has jumped over 6% over the past week following a series of accumulations recorded by the treasury firm. At the time of publication, ETH was down 0.64% to $3,293. The recent moves follow Bitmines’ plans to launch its MAVAN (Made in America Validator Network) staking solution this year, in order to maintain its lead as a global crypto treasury firm. Tom Lee, chairman of Bitmine , pitched the MAVAN solution as a design strategy that moves the treasury firm from accumulation to monetization through validator operations. “We continue to make progress on our staking solution known as The Made in America Validator Network (MAVAN). This will be the ‘best-in-class’ solution offering secure staking infrastructure and will be deployed in early calendar 2026.” – Tom Lee , Chairman of Bitmine The launch of the MAVAN solution will help move his firm to become the largest staking provider across the crypto landscape, according to the Chairman. During the recent annual meeting on 15th January, Tom Lee urged Bitmine’s shareholders to vote to increase the authorized shares. He explained that Bitmine’s charter has an unusual feature requiring 50% of all outstanding shares to support a share increase. According to him, the clause limits the authorized share increase; therefore, there is a need to pursue the increment immediately to avoid slowing accumulation. Bitmine’s stock jumps over 4% this week Bitmine’s current total staked ETH stands at 2,155,656, valued at $7 billion, according to Arkham Intelligence data . This represents an increase of more than half a million since last week. So far, the CESR (Composite Ethereum staking rate) is 2.81% according to Quatrefoil data . Tom Lee outlined that if ETH is fully staked by MAVAN and its staking partners, the firm could realize an annual staking fee of $374 million at a 2.81% CESR. Bitmine’s stock has jumped 0.94% today following the news of accumulation trading at $31.16. The stock has recorded an over 4% increase, with an average volume of $45.39 million over the past five days following a series of accumulations. Meanwhile, Ethereum-focused treasuries hold approximately 13.1 million ETH , including those focused on staking and ETF strategies. Sharplink is the largest competitor to Bitmine, with current accumulation standing at 863.02 K ETH valued at $2.84 billion, followed by The Ether Machine treasury firm. The Ether Machine now holds 496.1K ETH, valued at $1.64 billion. U.S. Ethereum ETFs now hold approximately 6.31 million ETH valued at approximately $20.67 billion. That is roughly 5.2% of the total ETH supply. Based on data delivered by SoSoValue, BlackRock’s iShares Ethereum Trust ETF (ETHA) has attracted $12.94 billion since its launch, representing more than 50% of the market share across ETH ETFs. Don’t just read crypto news. Understand it. Subscribe to our newsletter. It's free .
