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Jensen Huang expects chip shipments to double next year, driven by Blackwell and Rubin, boosting US chip sentiment and AI-related crypto narratives. But this is an indirect catalyst, not a direct buy signal. AI demand may support decentralized compute and on-chain AI projects, while $BTC remains mainly driven by rates, liquidity and Treasury yields. Avoid chasing the headline; wait for confirmation.#FedOctHikeOddsHit55% #CryptoTaxAndBTCReserve #UNI21%RallyOnSECRule