China reportedly paused Nvidia H200 orders worth \~$54B, exposing Bitcoin to AI hardware geopolitics risks. With BTC-Nasdaq correlation above 0.5 much of 2025 and $46.7B crypto ETP inflows, tech shocks could trigger institutional sell-off via ETFs. Watch GPU prices. #Bitcoin $BTC
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China reportedly paused Nvidia H200 orders worth \~$54B, exposing Bitcoin to AI hardware geopolitics risks. With BTC-Nasdaq correlation above 0.5 much of 2025 and $46.7B crypto ETP inflows, tech shocks could trigger institutional sell-off via ETFs. Watch GPU prices. #Bitcoin $BTC