Morning Minute: Markets Flip Green Overnight Ahead of NVDA Earnings

Markets turned risk-on ahead of Nvidia’s earnings, with Bitcoin at ~$77.4k, Ether near $2.13k and Solana up modestly after oil’s pullback (WTI down ~2%) helped lift risk assets. Crypto movers included HYPE (+5% day, +27% week) and several altcoins; Bitcoin ETFs saw $331M in net outflows Tuesday even as institutional buyers like Strive added 382 BTC (~$30.3M). The piece flags Nvidia (NVDA.OQ) earnings as the key near-term market catalyst — prior NVDA reports moved BTC 6–10% — meaning a strong beat could reinforce the AI infrastructure trade and push crypto higher. The newsletter also notes a contained Monad exploit (~$816k realized loss after 1,000 eBTC minting), the SEC closing its Zcash probe, and Polymarket/Nasdaq private-markets news, underscoring a mix of bullish risk appetite and persistent structural/news risks.