Nvidia and Tesla Sell-Off Tests the AI Trade as Blockchain Fundamentals Remain a Long-Term Institutional Catalyst - Tekedia

Nvidia’s 10.4% drop and Tesla’s 16.4% plunge are fueling concerns that the AI and big-tech rally is losing momentum.

Higher rates, macro uncertainty, and lofty earnings expectations are pressuring valuations and could spill over into broader markets.

At the same time, institutional investors are showing growing interest in blockchain infrastructure and tokenization themes.

The S&P Blockchain Fundamentals Index is gaining attention as a regulated way to access digital asset infrastructure exposure.