Arthur Hayes sold $658000 SYN and bought $248000 ENA

Morgan Stanley released a report on semiconductors in Greater China, stating that AI semiconductors are in a high cycle of prosperity, with the market spreading to advanced processes, advanced packaging, memory, testing equipment, ASICs, and the Chinese AI chip industry chain. Morgan Stanley expects the cloud AI semiconductor market to reach $485 billion by 2026 and $753 billion by 2030; The global semiconductor market is expected to reach $1.5 trillion by 2030. Morgan Stanley expects the top 14 listed cloud service providers worldwide to spend $1.3 trillion on cloud capital by 2027.

According to the PRO main order list, the total transaction data of BTC and ETH main players in the past 24 hours is as follows: BTC: Accumulated transaction volume of 718 million US dollars, including buying transaction volume of 443 million US dollars, selling transaction volume of 275 million US dollars, and transaction difference of 168 million US dollars ETH: Accumulated transaction volume of $1.334 billion, of which $757 million was bought and $577 million was sold, with a transaction difference of $180 million The latest data shows that the main players still have a layout in key price points: the net pending difference of BTC is $466 million; The net outstanding balance of ETH orders is 1.494 billion US dollars. The main pending orders may withdraw or close at any time, and non PRO versions of the K-line cannot see its changes in real time. The PRO 'Main Large Order Tracking' indicator monitors every large pending order in real-time, helping you determine if this' wall 'is still there. Note: If the difference between pending orders is positive, it indicates that the main force is placing more limit orders than sell orders on the currency, and there are active takeover orders below the current price; If it is negative, the opposite is true, as there is a reserve of selling pressure above. The data is for reference only and does not constitute any investment advice.

[Alphabet, Meta, Microsoft, and Amazon Plan to Invest $2.4 Trillion in AI Infrastructure] Alphabet, Meta, Microsoft, and Amazon have committed to investing $2.4 trillion in AI infrastructure over the coming years. Alphabet's outstanding procurement commitments total $902 billion, Meta disclosed future expenditures nearing $700 billion, and Amazon's capital expenditures this year will increase to $220 billion. Despite Alphabet and Amazon's free cash flow turning negative, all four companies have still raised their spending plans.

In the past 7 days, USDC circulation has decreased by $1 billion. （Cointelegraph）

According to the popularity ranking, HYPE ranks first in popularity, while KOMA has the largest increase. The popularity ranking is as follows: ① HYPE （$52.29，-3.93%） ② SNDK ③ KOMA （$0.03076，49.25%） ④ MU （$813.81，-10.03%） ⑤ MMT （$0.1980，-35.37%） KOMA's main funds have strong buying power, with a net inflow of $4.0114 million in 24 hours and a transaction volume of $579 million in 24 hours, of which the main funds had a net inflow of $3.333 million.