SoftBank Group negotiates to issue $10 billion to $20 billion in bonds for investment in OpenAI

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）

According to Bitcoin.com News, Tom áš Ji ří kovsk ý, the defendant in the Czech cryptocurrency money laundering case, has released his first signal of cooperation with the investigation. The Brno City Court has ruled that Tom áš Ji ří kovsk ý will continue to be detained, and the prosecution seeks to sentence him to up to 20 years in prison and confiscate $44 million in Bitcoin assets.