report: report: Wall Street is making it easier for bitcoin whales to ditch self-custody

This afternoon at 2:30 pm (UTC+8), AiCoin NPC conducted an in-depth analysis of the current BTC market trend and potential opportunities in the PC group chat live broadcast. From technical analysis to on chain data, from market sentiment to fundamental changes, the anchor will explore with everyone the reasons and impacts of the recent BTC price rebound, focusing on key support levels, fund flows, and the dynamics of the Whale account, to determine whether BTC's performance this time foreshadows the beginning of a new bull market? Welcome to make an appointment to watch~ 🎁 Live room benefits: Get a 10% discount coupon upon arrival, and there is also a Pro member lottery broadcast! Friends who are struggling with the market will lock in AiCoin PC in the afternoon - group chat - live broadcast~

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）