According to The Kobeissi Letter, Nvidia erased $800 billion in market cap over five days last week and then added back $500 billion between 11 AM ET Friday and 4 PM ET Monday, equal to roughly $43 billion per trading hour and a 12 percent rebound, underscoring intense AI trade momentum and scarce entry points. source: The Kobeissi Letter on X, Nov 10, 2025 According to The Kobeissi Letter, dip buyers remain active and the guidance is to be prepared to capitalize on brief periods of weakness in the AI trade. source: The Kobeissi Letter on X, Nov 10, 2025 For crypto traders, AI-led tech rallies have historically coincided with stronger risk appetite in digital assets as BTC and ETH have shown positive rolling correlations with major US tech benchmarks during 2023–2024. source: Kaiko Research 2023, Coin Metrics correlation analyses 2023–2024 AI-linked crypto tokens such as RNDR and FET have previously outperformed around Nvidia-related AI catalysts, making NVDA-driven volatility a relevant signal for short-term crypto positioning. source: Kaiko Research 2023