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  • 🎮 GameStop Bets $513M on Bitcoin | 🚫 Nvidia Loses $8B to China Ban | 🤖 GitHub Promises AI "Flow State"

🎮 GameStop Bets $513M on Bitcoin | 🚫 Nvidia Loses $8B to China Ban | 🤖 GitHub Promises AI "Flow State"

Gaming giant goes crypto, chip wars escalate, and developers get promised magical productivity

Author

Sascha Thiele
May 30, 2025

In partnership with

🖋 Today’s Angle

Welcome back to another delightfully chaotic Friday in tech land. Today's got everything: gaming giants going full crypto (GameStop's half-billion Bitcoin bet), AI reaching peak dad-joke territory with GitHub's "flow state" promises, and Michael Saylor delivering his trademark Bitcoin evangelism with mathematical precision.

Plus, we're tracking market jitters as tariff tensions shake up crypto, while Big Tech plays tug-of-war with regulators. From Vegas conference stages to corporate boardrooms, it's a day where traditional industries meet digital disruption head-on.

––Sascha Thiele

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💰 The Finance Overview

Tech markets are having an identity crisis this morning. Big Tech stocks pared gains despite positive earnings momentum, with uncertainty around Trump's tariff policies creating whiplash even after court interventions.

Nvidia continues its earnings victory lap, but investors remain cautious about China export restrictions potentially costing the chipmaker $8 billion in Q2. Meanwhile, the AI infrastructure boom keeps chugging along—Dell just landed a massive federal contract for Nvidia's Vera Rubin supercomputer.

Startup funding shows signs of life with strategic moves like Global Payments' $1.1 billion payroll business sale to Acrisure, suggesting companies are positioning for leaner, more focused operations.

The overall sentiment? Cautiously optimistic, but everyone's watching Washington and Beijing for the next plot twist.

DowJones: $DJI ( ▲ 0.75% ) 
German DAX: $DAX ( ▲ 0.62% ) 

What Happened: The meme stock darling announced it purchased 4,710 bitcoins worth approximately $513 million, marking its first-ever crypto investment. GameStop joins the growing list of corporations adopting Bitcoin as a treasury reserve asset, following board approval in March.

Why It Matters: This move signals mainstream gaming retail's bet on digital assets, potentially inspiring other struggling traditional retailers to diversify their treasury strategies. However, shares fell 4% post-announcement, suggesting investors remain skeptical about whether crypto can solve GameStop's fundamental business challenges.

Further Reading: https://www.coindesk.com/business/2025/05/28/gamestop-purchases-over-usd500m-worth-of-bitcoin

What Happened: Bitcoin slipped below $105,000 before staging a slight recovery, with the broader crypto market down 2.43% as macro uncertainty weighs on digital assets. Michael Saylor countered the negativity at Bitcoin 2025, claiming BTC has a 90% success rate over five years and 99% over 30-40 years.

Why It Matters: The pullback reflects crypto's continued sensitivity to traditional market fears, but Saylor's MicroStrategy playbook keeps attracting corporate copycats. With major options expiry today and regulatory clarity improving for staking, the market's testing whether institutional adoption can overcome short-term volatility.

Further Reading: https://thecryptobasic.com/2025/05/30/michael-saylor-says-bitcoin-has-90-success-rate-in-5-years-and-99-in-30-40-years/

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🚀 Tech & Business

What Happened: Despite reporting $44 billion in Q1 revenue, Nvidia anticipates losing $8 billion in Q2 due to export restrictions on H20 chips to China. The company's earnings still beat expectations, but the guidance reflects the ongoing geopolitical chess match over AI hardware.

Why It Matters: This shows how quickly trade policies can impact even the most dominant tech companies. Nvidia's China revenue represented a massive chunk of their business, and this loss could reshape global AI infrastructure development as Chinese companies seek alternative chip solutions.

Further Reading: https://www.bloomberg.com/news/articles/2025-05-28/nvidia-to-have-final-say-on-strong-earnings-season-for-big-tech

What Happened: White House officials confirmed Musk's departure from the Trump administration, marking a significant shift in the billionaire's political involvement. The move comes amid various policy disagreements and Musk's increasing focus on his business ventures.

Why It Matters: This political divorce could reshape tech's relationship with Washington, especially around space policy, EV regulations, and AI governance. With Musk back to being a private sector disruptor rather than government insider, expect more unpredictable moves across Tesla, SpaceX, and X.

What Happened: GitHub's CEO proclaimed that AI tools will help software engineers reach an optimal "magic flow state" while coding, eliminating mundane tasks and boosting creativity. The platform continues doubling down on AI-assisted development tools.

Why It Matters: If GitHub's right, we're looking at a fundamental shift in how software gets built—less time debugging, more time innovating. But developers might wonder if this "magic" comes with the side effect of making their skills obsolete. Either way, it sounds like someone's been reading too many productivity blogs and watching too much Matrix. (There's your mandatory dad joke, folks.)

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