Bitcoin hits $117K as Nvidia tops $4T — is a tech-crypto supercycle here? – Bitcoin has rocketed to a new all-time high, crossing the $118,000 mark on July 11, 2025. This massive surge in price—jumping nearly $8,000 in a single day—signals growing confidence among investors as risk appetite returns to the market. Bitcoin (BTC-USD) touched a fresh record high of $118,403.89, rising from a 24-hour low of $110,660.75. The sharp rally is being fueled by strong institutional inflows, increased interest in spot Bitcoin ETFs, and a growing connection between crypto and tech stocks. Notably, this comes as Nvidia (NVDA) hit a $4 trillion valuation, and the Nasdaq Composite and S&P 500 both approach record highs.
Are we entering a once-in-a-generation tech-crypto supercycle?
With Bitcoin smashing past $117,000 and U.S. tech giants like Nvidia, Meta, and Tesla hitting record-breaking valuations, Wall Street analysts say we may be witnessing the rise of a rare tech-crypto supercycle — a powerful market phase where AI innovation and digital assets surge together in a historic rally.
Leading the charge is Nvidia, now the most valuable company in the world with a jaw-dropping $4 trillion market cap, thanks to unstoppable demand for its AI chips from global tech giants and U.S. defense contracts.
At the same time, spot Bitcoin ETFs from firms like BlackRock and Fidelity are pulling in billions in U.S. capital, sparking massive institutional demand.
Crypto and AI are no longer separate narratives — they’re converging into one unstoppable macro trend. From Wall Street to Main Street, trillions of dollars are flowing into both sectors, as investors bet on AI to transform the world — and crypto to tokenize it.
This isn’t just another bull run. It’s a supercycle — and it’s unfolding right now.
Why is Bitcoin pumping so fast?
The U.S. market is witnessing unprecedented institutional demand for crypto, driven largely by spot Bitcoin ETFs from giants like BlackRock and Fidelity. With U.S.-based ETFs absorbing over $1.2 billion in BTC just this week, supply is tightening fast. Add to that the recent halving and strong macro tailwinds — like the Fed potentially pivoting on rate cuts — and Bitcoin’s parabolic breakout makes sense.
Bitcoin’s explosive move isn’t random — it’s data-driven. Here’s what’s pushing the rally:
Key Bitcoin metrics (as of July 11, 2025):
- Price: $117,820 (↑ +8.2% 24h | +23.7% 7d)
- Market Cap: $2.3 trillion — now larger than Meta and Berkshire Hathaway
- ETF Inflows (YTD): $71.5 billion into U.S. spot Bitcoin ETFs
- Supply on Exchanges: Lowest in 4 years (just 6.3%)
- Hashrate: All-time high at 674 EH/s
- Post-halving block rewards: 3.125 BTC per block (cut in April 2024)
What’s driving it?
- Massive U.S. institutional demand: BlackRock’s iShares Bitcoin ETF (IBIT) is averaging $550M in daily inflows.
- Fed signals rate cuts ahead: Lower yields = risk-on appetite.
- Scarcity effect post-halving: Reduced supply + rising demand = price squeeze.
- Retail revival: Coinbase, Robinhood, and Cash App seeing surging U.S. app downloads.
What role are Bitcoin ETFs playing in this rally?
A major driver of Bitcoin’s price action has been the inflow of funds into U.S. spot Bitcoin ETFs. On July 10 alone, BlackRock’s iShares Bitcoin Trust saw a massive net inflow of $448.49 million, according to Glassnode data. Over the past 30 days, these ETFs have seen nearly continuous positive net flows, marking a shift in how institutions are approaching Bitcoin exposure.
A Bloomberg analyst told TheStreet Roundtable, “The ETFs did all the heavy-lifting,” pointing out how ETFs have simplified crypto investing. “You wake up, click a button, and you’re in. No wallets, no exchange hassle, no 2% fees—just 1–2 basis points.”
Are corporations also buying into Bitcoin again?
Yes, corporate interest is building once more. According to Dilin Wu, a strategist at Pepperstone, the latest rally is backed by “sustained structural inflows from institutional players.” Companies like MicroStrategy (MSTR) and GameStop (GME) are continuing to add Bitcoin to their balance sheets. Even Trump Media & Technology Group (DJT) has stepped in, filing to launch a “Crypto Blue Chip ETF,” which will hold about 70% of its assets in Bitcoin.
This resurgence of corporate buying is fueling expectations that Bitcoin could break through the $120,000 psychological barrier in the near term.
How is U.S. regulation affecting Bitcoin’s rise?
The timing of this breakout isn’t random. It comes just days before Congress begins “Crypto Week” on July 14, where lawmakers will debate bills that could reshape the entire U.S. crypto framework. One key proposal is the GENIUS Act, a bill that recently passed in the Senate and proposes a federal framework for stablecoins.
A favorable legislative outcome could accelerate the trend of institutional adoption, giving Bitcoin even more legitimacy as a macro asset. Jesse Jarvis, CEO of Kaiko AI, said regulation could “strengthen confidence in compliant crypto platforms.”
Nvidia hits $4 trillion — Is AI fueling a tech stock supercycle?
Nvidia (NVDA) is officially the most valuable company on Earth. Why? Wall Street is betting big on AI, and Nvidia’s dominance in GPUs and AI infrastructure makes it the biggest winner.
AI server demand is exploding across U.S. tech giants — including Microsoft, Amazon, Meta, and Tesla — and Nvidia is cashing in on every front. Its H100 and Blackwell chips are powering nearly every generative AI model you can think of.
Nvidia by the numbers:
- Stock price: $1,592.88 (↑ +4.3% today | +23.2% last 30 days)
- Market Cap: $4.05 trillion
- Revenue Forecast (FY26): $176 billion
- EPS Growth (YoY): +280%
- Data Center Revenue (Q2 2025): $56.1B — up 390% YoY
- AI GPU backlog: $98B in orders (led by Amazon, Meta, and Tesla)
Why Nvidia is booming:
- AI demand surge: Blackwell and Hopper chips are powering OpenAI, Anthropic, xAI, Meta Llama 3, and Google Gemini.
- U.S. AI infrastructure expansion: Super Micro Computer (SMCI), Dell, and Nvidia forming massive hyperscaler clusters.
- Defense + AI: U.S. DoD partnerships expanding via Palantir and Nvidia for military AI tools.
Are we in a tech-crypto supercycle? Here’s the data
With Bitcoin at all-time highs and U.S. tech stocks like Nvidia, Meta, and Tesla hitting historic valuations, analysts believe we may be entering a rare supercycle. This is when crypto and tech move in tandem, driven by transformative innovation and investor euphoria.
Wall Street and Main Street are finally converging — and money is pouring into both AI and digital assets like never before.
A supercycle occurs when multiple macro trends align — and that’s exactly what’s happening across U.S. tech and crypto.
5 signals confirming the supercycle:
- Bitcoin ETF flows (YTD): $71.5B (record-breaking)
- AI spending by U.S. Big Tech (2025): $480B forecasted
- Retail money market outflows: $89B moved from cash to risk-on assets in 30 days
- Top 5 tech stocks YTD gains:
- Nvidia: +132%
- Meta: +84%
- Tesla: +66%
- Microsoft: +41%
- Amazon: +39%
- Crypto market cap: $3.92 trillion — highest ever, with altcoins surging
What about market volatility and liquidations?
Despite the rally, Bitcoin markets are seeing renewed volatility. According to Coinglass, over $657.16 million was liquidated in the last 24 hours, with $2.03 million being liquidated in just the past hour. These sudden moves highlight how institutional buying can trigger rapid shifts in price, especially when trading volumes spike.
Even with this turbulence, Bitcoin’s recent behavior has been unusually stable. For the past two months, it was trading in a tight $10,000 range, which is rare given Bitcoin’s historically volatile nature.
How are related stocks and stablecoins performing?
The surge in Bitcoin prices is lifting the broader crypto ecosystem. Shares of Circle (CRCL), which issues the USDC stablecoin, rose around 2% on Thursday and are up over 500% since its June 5 IPO. Major trading platforms Coinbase (COIN) and Robinhood (HOOD) also saw gains in Thursday’s session.
These movements show that the rally isn’t just about Bitcoin—it’s about the entire digital asset space gaining momentum.
Predictions: How high can Bitcoin and Nvidia go?
Short-term outlook: Volatility remains high. While some profit-taking is expected, most analysts agree Bitcoin could hit $130K–$150K by Q4 if ETF inflows continue and the Fed eases.
Long-term view: The broader trend still looks incredibly bullish. ARK Invest, Fidelity, and Standard Chartered all predict Bitcoin could reach between $250K and $500K by 2026. Nvidia could climb higher if AI infrastructure demand keeps surging.
Bitcoin Price Predictions (2025–2026)
| Source | Year-End 2025 | 2026 Forecast |
| ARK Invest | $200K | $500K (bull case) |
| Fidelity | $180K | $400K |
| Standard Chartered | $150K | $250K |
| JPMorgan | $130K | $180K |
Nvidia (NVDA) Stock Predictions
| Source | Target Price | Timeframe |
| Goldman Sachs | $1,950 | End of 2025 |
| Morgan Stanley | $2,200 | Q1 2026 |
| Wedbush | $2,500 | Supercycle target (2026–27) |
| Citigroup | $1,880 | Short-term |
Best plays for U.S. investors in this supercycle?
If you’re bullish on this macro wave, here’s what top analysts are recommending:
Crypto to watch:
- Bitcoin (BTC) – $117K and climbing
- Ethereum (ETH) – $6,700; expected to hit $10K by Q1 2026
- Solana (SOL) – $232; gaining institutional interest
- Chainlink (LINK) – $38; powering tokenized real-world assets
Tech stocks to watch:
- Nvidia (NVDA) – $4T AI leader
- Super Micro Computer (SMCI) – AI server kingpin
- Palantir (PLTR) – Defense + AI software
- Tesla (TSLA) – Dojo + AI robots
- Microsoft (MSFT) – Copilot suite + OpenAI stake
This is more than hype — it’s a U.S.-led supercycle
For the first time ever, crypto and tech are breaking records together — powered by real-world adoption, Wall Street demand, and AI transformation.
Whether you’re trading or investing, this may be a generational opportunity. Just remember: supercycles offer massive upside — but timing and risk management are everything.
FAQs:
Q1: Why is Bitcoin price rising so fast in 2025?
Because of huge ETF inflows, tech stock growth, and Trump’s crypto-friendly policies.
Q2: Will Bitcoin break the $120K level soon?
Yes, strong demand from ETFs and institutions is pushing Bitcoin toward $120,000.