Deep Dive
1. Nvidia-Groq Deal Sparks AI Rally (25 December 2025)
Overview: BAT jumped 11% to $0.221 on December 25, 2025, after Nvidia’s $20B AI inference deal with Groq boosted sentiment for AI-linked tokens. The partnership aims to scale decentralized AI infrastructure, aligning with BAT’s role in Brave’s privacy-first ad ecosystem. BAT outperformed Bitcoin (+1%) and Ethereum (+3.6%) intraday.
What this means: The rally reflects BAT’s exposure to AI-adtech convergence narratives. However, BAT’s gains trailed smaller AI tokens (e.g., VIRTUAL +15%), suggesting selective momentum. Sustained upside may depend on Brave’s ability to monetize its 42M daily users. (TokenPost)
2. Weekly Wedge Breakout Confirmed (13 December 2025)
Overview: BAT broke out of a weekly falling wedge on December 13, signaling mid-term bullish structure. Despite flat USD price action ($0.2805), BAT gained 2% against BTC and 3.6% against ETH, indicating relative strength.
What this means: The $0.272-$0.2867 range now defines near-term bias. A close above $0.2867 could target $0.30 (30% YTD high), while a breakdown risks retesting $0.24. Low volatility (7-day price change: +4.54%) suggests consolidation before directional resolve. (CryptoNewsLand)
3. Brave Tops 101M Users (28 November 2025)
Overview: Brave surpassed 101M monthly active users in November 2025, driving BAT’s 60% monthly surge. On-chain transfers spiked 72%, with BAT’s RSI hitting 74 (overbought) amid trader accumulation.
What this means: User growth validates BAT’s utility in Brave’s ad-rewards system. However, Grayscale’s $0.53 breakeven price (vs. current $0.221) highlights lingering institutional bag-holder risks. Monitor Brave’s Q4 ad-revenue disclosures for fundamental catalysts. (CCN)
Conclusion
BAT balances technical momentum with real-world adoption, but faces resistance at key levels and macro headwinds. Can Brave’s expanding user base convert into sustained token demand, or will BAT remain range-bound in 2026’s “Bitcoin Season”? Watch the $0.2867 weekly close and Brave’s Q4 metrics.