Japan Greenlights Massive $110 Billion Economic Stimulus Package: Will Bitcoin Be the Ultimate Winner?
Tokyo just dropped a financial bomb—and crypto markets are watching closely.
The Stimulus Surge
Japan's government approved a staggering $110 billion economic rescue package today, marking one of the largest fiscal injections in recent memory. While traditional markets cheer, cryptocurrency traders are asking the billion-dollar question: will this tsunami of liquidity eventually flood into digital assets?
Historical Precedent Suggests Yes
Massive quantitative easing programs have historically driven capital toward alternative stores of value. Bitcoin's finite supply stands in stark contrast to the endless money printing that makes central bankers blush—when fiat currencies weaken, digital gold tends to strengthen.
The Institutional Angle
Japanese megabanks and investment firms now face a familiar dilemma: chase diminishing returns in traditional markets or finally embrace the digital future. Some analysts predict this stimulus could accelerate Japan's crypto adoption timeline by years.
Because nothing says 'economic recovery' like pouring more gasoline on the fire while hoping the neighbors don't notice the flames licking at their own portfolios.
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Lipacis is a five-star analyst on TipRanks, ranking #51 out of 10,123 analysts tracked. He has a 65% success rate and an average return per rating of 26.30%.
Here’s Why Evercore Analyst Is Bullish on NVDA
Lipacis said recent checks show Nvidia is still the top pick for AI chips, and demand for its new Blackwell lineup is ramping faster than expected. He noted Blackwell revenue jumped nearly 50% quarter-over-quarter, or more than $13 billion, as supply of the GB200 and GB300 improved.
He also pointed out that Nvidia is building inventory to support larger orders. Nvidia’s inventory ROSE 32% quarter-over-quarter, while supply commitments increased 63%. In his view, this setup could help Nvidia hit, or even beat, its $500 billion goal for data center compute orders across 2025 and 2026.
Lipacis estimates Nvidia has recognized roughly $110 billion from its current compute pipeline so far, leaving more than $390 billion still ahead over the next few quarters. He expects revenue growth to accelerate from about 56% in mid-2025 to 79% in mid-2026 as this plays out.
He also sees room for valuation upside. Nvidia trades NEAR 25x forward earnings, which he said is about a 30% discount to its long-term average of 35x. To him, this suggests the recent pullback offers long-term investors a chance to add exposure while the stock is still trading below its usual range.
Is Nvidia a Good Stock to Buy Right Now?
Turning to Wall Street, analysts have a Strong Buy consensus rating on NVDA stock based on 39 Buys, one Hold, and one Sell assigned in the past three months. Further, the average NVDA price target of $256.05 per share implies 41.75% upside potential.
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