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Today’s Menu

• Nvidia Just Created the Ultimate AI Money Printer

• 'Uptober' Rally Officially Begins

Markets

TODAY IN AI

Nvidia Just Created the Ultimate AI Money Printer

Nvidia and OpenAI announced the "biggest AI infrastructure project in history" - a $100B investment that's essentially an infinite money loop disguised as partnership.

The deal deploys 10 gigawatts of Nvidia systems - millions of GPUs - to power OpenAI's next-gen AI infrastructure. Nvidia progressively invests up to $100B as each gigawatt comes online, starting with the first deployment in late 2026.

But here's the brilliant part: Nvidia is paying OpenAI $100B to buy Nvidia GPUs. The capital cycles between OpenAI, Oracle, and Nvidia in a closed loop where everyone wins except competitors.

OpenAI gets massive funding for compute and power capacity while naming Nvidia as their preferred partner. Nvidia locks in a major customer while funding their own GPU purchases through OpenAI.

This isn't just a partnership - it's market consolidation disguised as investment. Every other AI infrastructure company just got priced out when the chip leader funds the AI leader to buy more chips.

TODAY IN CRYPTO

'Uptober' Rally Officially Begins

Crypto markets bounced back strong after Monday's brutal $1.5B leverage liquidation, with the CoinDesk 20 Index up 1.2% as historical seasonal patterns kick in perfectly.

Since 2013, Bitcoin has delivered average Q4 gains of 85%, with October alone posting nearly 22% average returns. Despite supposedly "bearish September," BTC is still up 4% for the month.

Traders are positioning aggressively for "Uptober" with active demand for $120K-$125K calls. QCP Capital notes institutional support remains rock solid - MicroStrategy and Metaplanet keep adding while spot ETF inflows signal sustained dip-buying behavior.

Bitcoin's dominance rate is bouncing from its 100-day moving average, showing investor preference shifting back toward BTC over altcoins. Meanwhile, Vivek Ramaswamy's Semler Strive is acquiring Semler Scientific to become the 12th-largest public Bitcoin holder with 10,900 BTC.

The setup couldn't be more textbook: excessive leverage cleared, seasonal tailwinds building, institutional buying continuing, and Bitcoin dominance recovering. October historically delivers for Bitcoin, and every ingredient is aligning for the rally everyone's been waiting for.

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Thanks for reading!

Until next time,

Damon James