BTC falls below the $63000 mark

In the Polymarket prediction market, address 0xc84f7e76ec28ef20e7773b7b4926bfb738be0c5, with a total profit of nearly $420000, bought 648781.0 shares at an average price of 50 ¢ and invested $497000 to bet that JD Vance would not win the 2028 US presidential election. The market will settle after the Associated Press, Fox News, and NBC all announce the same candidate's victory, with JD Vance currently having a 23.3% chance of winning in the market.

According to Lookonchain monitoring, stablecoin issuer Circle has issued 5 billion USDCs in the past week.

[Morgan Stanley Raises Google TPU Revenue Forecast, Maintains Overweight Rating on Alphabet] Morgan Stanley has raised its assumption for Google's TPU external sales revenue per GW from $20 billion to $27 billion, with the gross margin increased from 20% to 30%. After the adjustment, TPU-related cloud revenue is expected to reach $84 billion in 2027 and $108 billion in 2028. Morgan Stanley maintains its overweight rating on Alphabet with a target price of $400. Google has committed to supplying approximately 1 million TPUs, corresponding to about $35 billion in revenue. Google's custom chip agreement with Marvell supports TPU pricing. Morgan Stanley estimates that Google Cloud will account for approximately 50% of Alphabet's overall EBIT by 2028.

ETF issuers are lowering the barrier for bitcoin whales to trade self-custody for ETF shares.

Wintermute's short position on Hyperliquid has decreased from $211.53 million to $80.48 million, currently holding $80.48 million short and $5.51 million long positions, with HYPE short increasing from $5.6 million to $10.2 million and unrealized profit or loss of $568800. （Onchain Lens）