NVIDIA tokenized stock (xStock) (NVDAX) Price Prediction

Deep Dive

1. NVIDIA Stock Performance (Bullish Impact)

Overview: NVDAX tracks NVIDIA’s stock price, which is heavily influenced by AI infrastructure demand. The company’s Q2 2025 earnings (reported August 2025) showed a 12% revenue jump driven by data center GPUs. Analysts project sustained growth as enterprises adopt Blackwell architecture.

What this means: Positive earnings or breakthroughs in AI/quantum computing could lift NVDAX, though crypto-specific liquidity gaps may cause temporary price divergences.

2. Crypto Exchange Adoption (Mixed Impact)

Overview: NVDAX is now tradable on 8+ exchanges, including perpetual futures on Bitget (up to 10x leverage). July 2025 saw a 539% volume spike post-Bitrue listing (Dune Analytics). However, open interest recently fell 7.65% (August 7), signaling reduced leveraged speculation.

What this means: Broader access attracts capital, but derivatives markets amplify volatility. A surge in liquidations (e.g., during NVIDIA earnings) could trigger cascading sell-offs.

3. Regulatory Risks (Bearish Impact)

Overview: Tokenized stocks face restrictions in the U.S., EU, and UK. The SEC’s 2024 lawsuit against Backed Finance (NVDAX’s issuer) for unregistered securities remains unresolved.

What this means: A regulatory crackdown could delist NVDAX from major platforms, eroding liquidity. Conversely, clear guidelines might legitimize RWA tokens, attracting institutional inflows.

Conclusion

NVDAX’s path hinges on NVIDIA’s equity momentum and crypto-market infrastructure developments. Traders should monitor AI sector earnings, exchange liquidity (24h volume: $12.2M), and regulatory updates. Will rising RWA tokenization offset geopolitical risks to NVIDIA’s supply chain?