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Bitcoin's August gains and Nvidia's AI boom don't show investors shifting focus between assets.

Market News
12 Nov 2026, 04:51 WIB
Tokenpost
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Neutral
Bitcoin's August gains and Nvidia's AI boom don't show investors shifting focus between assets.

Bitcoin rose 28% in August, reaching over $80,000, while Nvidia reported a 106% revenue increase driven by AI demand. Despite these strong market moves, analyst Petr Sergeev argues that Bitcoin's lessened speculative excitement doesn't mean investors are abandoning it for AI stocks like Nvidia. Recent Treasury buyback changes and Nvidia's earnings provide context but don't prove a shift in investor attention between Bitcoin and AI. The long-term investment case for Bitcoin remains intact, with no clear evidence of competition from AI investments based on August data.

Bitcoin trades at Rp1.337.873.370 on Pluang, showing a modest 0.61% gain in the past day. As of Nov 12, 2026 10:02 WIB, the platform records a market cap of Rp27.041,56 trillion and a 24-hour trading volume of Rp442,82 trillion, with 72% of orders being buys and an average holding period of 113 days.

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