Bitcoin-Friendly Revolut Lands Nvidia’s $196M Stake

Crypto News

Nvidia’s venture arm has quietly built a roughly $196 million position in Revolut, according to a confirmation statement lodged with the UK Companies House registry. The filing shows NVentures holding 141,834 shares in the crypto-friendly neobank, a stake neither company has ever publicly disclosed. Priced against Revolut’s last funding round, the holding works out to about $1,380 per share. NVentures acquired the position through a November 2025 secondary sale that valued Revolut at $75 billion. The connection ties the world’s largest AI-chip maker to a banking platform that already serves 16 million crypto users through its retail app and expanding AI-powered wallet tools.

The scale of that valuation rests on hard numbers. Revolut’s 2024 revenue climbed 72% to $4 billion, while pre-tax profit surged 149% to $1.4 billion, the company’s own financial disclosures show. That trajectory has fueled talk of a fresh secondary share sale at a $115 billion valuation — a roughly 53% jump in just seven months. Chief executive Nik Storonsky has ruled out a public listing before 2028, leaving such sales as the main route for staff and early backers to realize gains. On 15 July, Dubai’s VARA granted preliminary approval for a virtual-asset license, extending Revolut’s regulated crypto footprint from London to the Gulf.

Institutional money is flowing elsewhere in the sector too. Crypto.com secured its first institutional backing, a $400 million investment from Citadel, marking the exchange’s first outside institutional capital in its history. The deal signals a growing willingness among established Wall Street players to underwrite crypto-native infrastructure directly, rather than through equities or derivatives exposure alone. For Crypto.com, the funding arrives as exchanges compete to shore up balance sheets and regulatory standing ahead of anticipated institutional inflows. The pattern echoes the Nvidia-Revolut tie-up: legacy finance and Big Tech are increasingly writing checks into the plumbing of digital assets rather than the tokens themselves.

Bitcoin, meanwhile, is trading near $64,000 as of 17:30 UTC after failing to break through resistance around $65,000. Our reading of the order flow shows sellers defending that ceiling repeatedly, leaving traders debating whether a slide back below $60,000 is now in play. The retreat leaves Bitcoin well off its all-time high and reflects a cautious tape: COINOTAG’s Fear & Greed Index sits at 27, firmly in Fear territory. Spot demand has cooled, and derivatives positioning suggests leveraged longs are being unwound rather than added into the $64K zone.

Ethereum has slipped below the psychologically important $1,900 mark, changing hands near $1,840 in the latest session. The largest altcoin by market value has struggled to reclaim ground lost during the broader risk-off move, and on-chain data shows staking inflows flattening rather than accelerating. Traders are watching whether ETH can defend the $1,800 shelf; a decisive break lower would open the door to deeper support bands. The pair’s weakness mirrors Bitcoin’s rejection at $65,000, underscoring how tightly correlated the majors remain when liquidity thins and sentiment turns defensive across the board.

Payments giant Visa is positioning for a hybrid future in which card rails and stablecoins coexist rather than compete. The company is betting that regulated dollar-pegged tokens will handle settlement and cross-border flows while traditional cards retain the consumer front end. That strategy dovetails with Revolut’s own license expansion and the wider race among fintechs to embed digital-asset payments. For merchants and banks, the appeal is faster, cheaper settlement without abandoning the compliance and fraud infrastructure that card networks have spent decades building.

Taken together, these developments sketch a market splitting along two tracks. On one side, deep-pocketed institutions — Nvidia into Revolut, Citadel into Crypto.com, Visa into stablecoin rails — are wiring themselves into crypto infrastructure at valuations that keep climbing. On the other, spot prices are drifting: our aggregate data puts Bitcoin near $64,000 and Ethereum near $1,840, with total crypto market capitalization at roughly $1.84 trillion and Bitcoin dominance elevated at 69.8%. COINOTAG’s Fear & Greed Index at 27 confirms the defensive mood. The divergence is telling — strategic capital is treating the current softness as an entry point for infrastructure exposure, even as retail sentiment stays firmly risk-averse.