NVIDIA and Alphabet Gain Momentum While Bitcoin Awaits CLARITY Act Progress
NVIDIA surpassed silver in the global asset rankings after its market capitalization climbed to approximately $5.5 trillion.
The company’s shares recently traded near $227, making the AI chip giant the world’s second-largest asset behind gold.
Silver’s market capitalization during the move stood near $5 trillion, while gold remained far ahead at more than $32 trillion.
AI Infrastructure Continues to Attract Massive Capital
The rise of NVIDIA has become one of the clearest signs of how aggressively capital is flowing into artificial intelligence infrastructure.
Investors are increasingly assigning multi-trillion-dollar valuations to companies tied directly to AI chips, cloud infrastructure, AI model training, and enterprise computing demand.
Meanwhile, Alphabet is approaching a historic milestone of its own.
The company recently traded at a market valuation near $4.88 trillion, leaving it less than 4% away from surpassing the $5 trillion threshold.

Source: X.
Bitcoin Previously Surpassed Google
Bitcoin has already demonstrated that it can enter the same valuation discussion as the world’s largest technology companies.
In April 2025, Bitcoin became the world’s fifth-largest asset by market capitalization after climbing above $94,000.
At that time, Bitcoin’s valuation reached approximately $1.86 trillion, briefly surpassing Alphabet, Google’s parent company.
The move occurred amid improving risk sentiment driven by easing trade tensions between the United States and China.
Current Market Conditions Differ From Previous Rally
The current market environment differs from the period when Bitcoin previously exceeded $109,000.
Although Bitcoin’s market capitalization had surpassed $2 trillion during that rally, major technology companies were trading at significantly higher valuations, preventing BTC from maintaining a higher position in the global asset rankings.
CLARITY Act Could Become the Next Major Catalyst
Cryptocurrency markets are closely watching the progress of the CLARITY Act as the U.S. Senate Banking Committee prepares for further discussions.
The legislation is viewed as one of the most significant attempts to establish a federal regulatory framework for digital asset markets in the United States.
A favorable outcome could reduce regulatory uncertainty surrounding exchanges, custody services, token classification, and institutional participation.
Bitcoin Could See a New Wave of Institutional Demand
If the CLARITY Act is ultimately passed, Bitcoin could experience a significant increase in institutional demand and capital inflows.
At present, BTC ranks as the world’s 12th-largest asset.
Bitcoin previously surpassed Alphabet during the 2025 rally, and some market participants believe that clearer U.S. cryptocurrency regulation could create conditions for a similar expansion in valuation during the current cycle.
What Price Bitcoin Would Need to Surpass Alphabet Again
If Bitcoin once again overtakes Alphabet following positive CLARITY Act developments, BTC’s market capitalization would need to exceed approximately $4.8 trillion.
That would imply a Bitcoin price above $214,000.
Compared to current levels, this represents an increase of approximately 167.5%.
See also: "Banks Issue Alarmed Statements After Major Progress on the CLARITY Act Crypto Bill"
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