Morgan Stanley raised its global power deficit forecast for 2026-2028 to 38 gigawatts and its price target for Bloom Energy from $310 to $335. Hyperliquid's BE contract is trading at $205.5, up approximately 8.71% in the last 24 hours, with a trading volume of approximately $9.81 million; GE Vernova's GEV contract is up approximately 5.15%. JPMorgan Chase and BTIG recently lowered their price targets for Bloom Energy.

Santiment data shows that wallets holding at least 10 million XRP collectively hold approximately 46.87 billion XRP, representing 68.5% of the total supply, a new high since November 2022. Despite XRP's price facing pressure around $1.29, large holders continue to increase their holdings. $1.30 is a key short-term price level for XRP, and $1.50 is an important confirmation level. If the price remains above $1.20 and whale holdings remain high, the logic for further accumulation remains valid. If XRP reclaims $1.50 and whale holdings continue to grow, the expectation of a rebound strengthens.

StoneX raised its price target for Bitcoin treasury company Strive from $32 to $43 and maintained its buy rating. Analyst Mark Palmer stated that Strive's recent SATS preferred stock IPO and the expiration of traditional warrants constitute a restructured capital structure. On October 20, Strive completed an enlarged IPO of 7 million shares of 15% SATS preferred stock, raising gross proceeds of $630 million. The SATS offer a 15% annual dividend, and the company has set aside funds to cover payments for the first 18 months. Palmer noted that SATS is subordinate to the previous SATA preferred stock, and every dollar raised adds to assets without increasing debt prior to the senior preferred stock. (Source: The Block)

Yesterday, US Bitcoin spot ETFs saw a net inflow of $110 million, according to BlackRock IBIT's inflow/outflow data. Meanwhile, US Ethereum spot ETFs experienced a net outflow of $88.6 million yesterday, with BlackRock ETHA seeing a net outflow of $104.7 million and Fidelity FETH seeing a net inflow of $16.1 million.

According to AiCoin's monitoring, a large amount of funds flowed into the US spot BTC ETF market yesterday, with a net inflow of up to $110 million. Among them, IBIT had the largest inflow, with a single-day net inflow of $110 million. According to AiCoin's "Spot BTC ETF Tracking" live trading strategy, there is a significant positive correlation between ETF fund inflows and BTC prices. You can subscribe to indicators to enable the program to automatically place orders based on fund flows. Data is for reference only.