According to a report by CCTV Finance on August 15th, a rare occurrence this week was that Jensen Huang joined forces with six Wall Street asset management giants to endorse the idea of "making AI computing power an independent asset class." Analysts believe this is Huang putting his proposed meta-economics into practice, and it also signifies that the AI craze is extending from a technology competition to a capital competition.

However, the latest plan has also raised concerns among investors about "revolving financing" and debt risks. Faced with these questions, Jensen Huang personally stepped in again to reassure the market. He stated that Nvidia might "provide a residual value support mechanism of up to 25% for individual investment projects" and would carefully evaluate each project. Market sentiment subsequently eased slightly.

According to BlockBeats, on August 15th, CryptoQuant analyst Darkfost stated that Bitcoin's apparent demand has improved significantly, but remains negative, currently at -32,000 BTC. When Bitcoin entered this new consolidation range in early June, demand was estimated at -272,000 BTC.

This is a positive development, but it's not strong enough yet. Similar patterns were seen in February and May of 2026, after which demand weakened again. This may also be related to the decline in average mining output, as computing power has decreased, meaning lower production. Therefore, this is not yet a sufficiently strong positive momentum, but this trend deserves close monitoring.

Note: Apparent demand is calculated by subtracting the supply that has not been used for more than a year from the amount of newly mined BTC. In other words, this metric is used to assess whether structural hoarding is sufficient to absorb the newly generated supply of the network.