SOL chip vacuum area filled, new consensus bit appears

Santiment reported that bitcoin supply is at its lowest since 2017 and ether since 2015, adding that it doesn’t guarantee prices will move higher but helps set up crypto’s next bull cycle.

[Morgan Stanley Predicts Global CoWoS Demand to Reach 2.694 Million Units by 2027, CPUs to Adopt This Technology] According to TrendForce Research, Morgan Stanley's AI supply chain report forecasts global CoWoS demand to reach 2.694 million units by 2027, a 93% increase compared to 2026. NVIDIA's demand is projected at 1.222 million units, AMD's demand will rise to 530,000 units, MI455 demand is estimated at 1 million units, and MI450 demand at 500,000 units. AMD Venice CPUs will adopt CoWoS packaging for the first time, with shipments expected to reach 6.75 million units in 2027. CoWoS production will be handled by ASE/SPIL, Amkor, and Powertech Technology. Google's TPAmericaunfish is expected to ship 960,000 units throughout the year, with shipments concentrated in Q4 2026. NVIDIA's Blackwell inventory will be cleared within 2026, while Rubin shipments are projected to reach nearly 7 million units in 2027.

According to Jin Shi's report, the Ukrainian military hit 12 Russian oil tankers in the Azov Sea.

According to The Block, a global fraud crackdown led by Interpol has arrested over 5800 people and uncovered a cryptocurrency money laundering network that uses cross chain token swaps to hide illegal funds. One suspect's digital wallet processed over $122.5 million in funds within 10 months.

SpaceX rose 1.38% in pre-market trading to $150.35. SpaceX has released the Grok 4.5 model in collaboration with Cursor for handling complex tasks and enhancing network security. Katherine Wood's Ark Invest increases its stake in SpaceX. Citigroup has given SpaceX a buy rating and a target price of $200, and stated that the stock price is expected to reach over $900 in the future.