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Price is a permissionless and reliable oracle solution that leverages Uniswap V3 and automation to provide secure price quotes for any existing token.
HSBC: $63 Billion Financing to Support Broadcom Compute Deployment, Price Target $560
HSBC assesses that, given previous $35 billion in financing that supported over 1 gigawatt, this transaction would roughly support a 1.7 to 1.8 gigawatt deployment. This falls short of management's 2027 target of 5 gigawatts, and funding continuity will require monitoring going forward.
Goldman Sachs: CoreWeave Funding Gap Manageable, $106 Target Price
Goldman Sachs concludes that the funding gap can be covered by debt financing, customer advance payments, and operating cash flow.
Goldman Sachs: SMCI Revenue Beats Guidance by 27%, Valuation Approaches Target Price
Goldman Sachs assesses that strong demand for AI platforms and a favorable customer product mix are driving revenue and gross margins to exceed expectations, but with valuations already close to target prices, upside for the stock remains limited.
JPMorgan: SpaceX Compute Target at 13 Gigawatts, Target Price Raised to $500
JPMorgan estimates that the commercial value of Vera Rubin is approximately 40% higher than that of the leading GB300 system, with compute scaling and premium monetization supporting the annual recurring revenue target. The report maintains an overweight rating and raises the price target from $240 to $500, based on a 20x multiple applied to the 2028 GAAP EPS of $24.41. Current price: $147.79.
ARK Invest Releases Updated Tesla Valuation: Market Cap Could Reach $17.5 Trillion by 2031, with a Price Target of $4,400 per Share
ARK Invest has released an update to its open-source Tesla valuation model, projecting that Tesla will be worth approximately $4,400 per share by 2031. A Monte Carlo simulation based on 32 independent variables shows a bear case of around $3,300 per share and a bull case of around $5,000 per share, corresponding to annualized share price gains of 53% and 66%, respectively, with the base case implying an annualized return of approximately 62%.Under the base case, ARK Invest expects Tesla's total revenue to reach approximately $1.45 trillion by 2031, with EBITDA of about $902 billion and a market capitalization of approximately $17.5 trillion.To support the development of its AI and robotics businesses, the model also assumes that Tesla's cumulative AI infrastructure spending will increase from approximately $7 billion at the end of 2025 to approximately $225 billion by the end of 2031. Robotaxi is expected to become Tesla's primary source of value, contributing approximately 80% of enterprise value by 2031. The humanoid robot Optimus will also become an important growth engine, with Tesla's cumulative external sales of Optimus robots reaching approximately 1 million units by 2031, and revenue from robotics-as-a-service (RaaS) and related businesses amounting to approximately $212 billion.However, ARK Invest cautions that these valuations depend on multiple assumptions, including the pace of autonomous driving commercialization, the maturity of robotics technology, profit margins, and capital efficiency. Actual results may differ significantly from these projections. The model is for reference only and does not constitute investment advice.
Bernstein: Azure Revenue Expected to Grow 45%, Microsoft Target Price Set at $662
Bernstein estimates that Azure and Office can accelerate simultaneously. With Copilot paid seats surpassing 30 million and capacity constraints easing, both businesses will grow in tandem, offering Microsoft a valuation re-rating opportunity. It maintains an Outperform rating, raising its price target from $660 to $662, representing 25% upside from the current stock price of $529.05.
South Korean retail investors net bought $3.548 billion of SOXL since October, accounting for nearly 74% of total net US stock purchases during the same period
According to Odaily, data from the Korea Securities Depository shows that from October 1 to 22, South Korean individual investors accumulated approximately $4.8 billion in net purchases of US stocks, of which the triple-leveraged US semiconductor ETF (SOXL) saw net purchases of $3.548 billion (approximately 4.7 trillion Korean won), accounting for 73.9% of total net US stock purchases during the same period.Meanwhile, as the Korea Composite Stock Price Index (KOSPI) has fallen 18.83% cumulatively this month, from October 1 to 23, individual investors net purchased a combined 315.4 billion Korean won in single-stock leveraged products related to Samsung Electronics and SK Hynix, marking the first resumption of monthly net purchases since regulatory tightening at the end of July. (Chosun Ilbo)
Bastion Trading Opposes SkyAI's $201 Million Tender Offer, Demands Investigation into ~70% SOL Sale and a Price Increase to at Least $3.50
Odaily News: Investor Bastion Trading has stated that it will not participate in SkyAI's proposed $201 million tender offer unless SkyAI addresses governance, disclosure, and pricing issues. Bastion Trading and its affiliates collectively hold approximately 9.99% of SkyAI's common stock. SkyAI plans to acquire up to 95% of its outstanding shares and eligible warrants at $3 per share.Bastion Trading is questioning the scale of SkyAI's sale of approximately 70% of its SOL treasury assets. SkyAI previously claimed to have sold about 1 million SOL, but subsequent regulatory filings showed it had only about 600,000 SOL remaining. Bastion Trading is demanding disclosure of the sale timing, average transaction prices, proceeds, transaction costs, and approval processes, as well as an independent review before the tender offer begins.Bastion Trading is also demanding the replacement of SkyAI board members, the establishment of an independent special committee to oversee the tender offer process, and a price increase to at least $3.50 per share. It is also calling for the removal of the $100 SOL price condition and the 50% minimum participation threshold, the exclusion of strategic advisor warrants, and a prohibition on insiders tendering their securities. (Bitcoin.com News)
Robinhood Explores Launching Stock Tokens Tied to Actively Managed ETFs
Odaily reports: Robinhood Crypto posted on X that it is exploring the launch of stock tokens tied to actively managed ETFs on Robinhood Chain. The project is reportedly being developed in collaboration with T. Rowe Price Digital Assets, a global asset management giant with $1.9 trillion in assets under management. However, Robinhood Crypto emphasized that the collaboration is aimed at exploring the introduction of tokenized actively managed exchange-traded funds onto Robinhood Chain and remains at an exploratory stage. The launch of any potential product would require completion of legal due diligence, approval from the issuer's board of directors, publication of final terms, and regulatory approval in the relevant jurisdictions. There is currently no guarantee that the collaboration will proceed or that the related products will ultimately be launched, and their specific form, timing, and applicable regions have not yet been determined.
Goldman Sachs: Samsung Target Price at 490,000 Won as Memory Supply and Demand Remain Tight
Goldman Sachs identifies three factors supporting Samsung’s earnings outlook: tight memory supply and demand, long-term agreements locking in demand, and HBM absorbing production capacity. The bank advises monitoring progress on long-term agreements and clarity on shareholder return policies as catalysts for assessing upside potential.
Bitwise CIO Revises Clarity Act Outlook: Crypto Bull Run May Not Require Legislative Support
According to The Block, Bitwise Chief Investment Officer Matt Hougan has revised his previous assessment regarding the impact of the Clarity Act's failure. The bill secured only 49 votes in a procedural Senate vote, falling short of the 60-vote threshold needed to advance. While Hougan had previously forecasted that a failed bill would trigger several weeks of crypto market weakness, he noted in his latest client report that Bitcoin has continued to rise after bottoming out around $57,950 on July 1, surpassing $80,000 on September 4. In the same period, Polymarket’s implied probability for the bill’s passage within the year dropped from 39% to 14%. Price action moving contrary to these expectations suggests that the bull market does not rely on legislative passage. Hougan also pointed out that initiatives such as Robinhood launching its own blockchain, Morgan Stanley listing a Solana ETF, and DTCC completing the settlement of the first batch of tokenized stocks demonstrate that Wall Street institutions are already positioning themselves ahead of regulatory clarity. He noted that proactive rulemaking by the SEC and CFTC can partially fill legislative gaps, but acknowledged that executive regulations carry the risk of being overturned by future administrations. Consequently, congressional legislation remains the sole path to providing lasting regulatory certainty.
Glassnode: Bitcoin Falls Below Realized Price at $76,700
According to on-chain analytics platform Glassnode (@glassnode), Bitcoin’s price fell to approximately $76,000, breaking below the consolidation range maintained since late August and dropping roughly 1% below the “Realized Price” of $76,700. Despite multiple headwinds including the failure of the Senate’s CLARITY Act vote, sharp declines in altcoins, and rising expectations for Federal Reserve rate hikes, the pullback has remained moderate. On-chain capital inflows turned negative for the first time on September 15 following 27 consecutive days of growth; U.S. spot ETFs recorded cumulative net outflows of approximately $334 million from September 8 to 14; the total stablecoin market cap stands at roughly $301 billion, down about 4% from its April peak with recent growth stalling; and publicly traded companies have net-purchased only about 5,900 BTC over the past three months, far below the 89,000 BTC bought in July 2025, with an average corporate cost basis of approximately $80,500 leaving them currently underwater. The options market shifted to bearish sentiment within hours of the voting results being announced. Max pain for the September 25 expirations sits at $72,000, with heavy call option concentration capping upside near $85,000. The order book shows thin bid liquidity below $68,000; should this range break decisively, subsequent key support levels would be the short-term holder cost basis at $71,300 and the on-chain support zone between $62,000 and $65,000.
Ignas: Assets like HYPE and ZEC Show Independent Price Action, Crypto Market Still Has Structural Opportunities
DeFi researcher Ignas posted on X stating that during the current market downturn, the "buy the dip" sentiment commonly seen in the past has rarely appeared on social media. Although some market participants believe that Bitcoin holding the $77,000 to $80,000 range is a bullish signal, most crypto traders may already hold substantial token positions, and some investors would rather wait for price confirmation of an uptrend before buying than bottom-fish amid panic. Assets decoupled from Bitcoin's price action such as HYPE, as well as "conviction tokens" like ZEC and revenue-generating assets like HYPE, remain attractive. However, there is currently insufficient potential buying interest—retail investors who previously favored crypto assets are now being buffeted by volatility in assets such as AI stocks, gold, and quantum computing, and crypto ETF fund flows have also turned to net outflows over the past 30 days.
Morgan Stanley: Real Yields Surge, Gold Price Holds $4,000, Supported by Central Bank and ETF Buying
Morgan Stanley assessed that surging real yields did not weigh down gold prices, attributing the gap to structural demand from central bank purchases and ETF inflows, with global gold ETF inflows hitting a record $31 billion in Q3.
Analyst: BTC traders' realized price rises to around $75,000, short-to-medium-term cost structure remains positive
CryptoQuant platform analyst Trdaer_Gemini posted that BTC is currently trading just above $80,000, positioned above the Trader Realized Price, which has risen to approximately $75,000 (reflecting the average acquisition cost of BTC most recently moved between 1 and 3 months ago). Historically, this level frequently serves as support during bull market pullbacks; if the price breaks below and sustains beneath it, underwater traders may exit positions as they approach breakeven, potentially flipping the level into resistance. Furthermore, when the price approaches the Upper Band, it is typically accompanied by increased profit-taking pressure and short-term pullbacks. The analyst emphasized that the Upper Band does not guarantee a market top, nor does the Realized Price guarantee a rebound; neither should be treated as automated trading signals, but rather used as observation points to identify where market participants may shift their behavior.
Trader Killa: BTC Price Action Has Reproduced 2023 Pattern, Bullish Trend May Continue If Upper Range Boundary Holds
trader Killa has posted that current Bitcoin price action is highly similar to 2023. At that time, after BTC broke out of its consolidation range and posted a higher weekly high, it did not fall back below the previous high, but instead went on to form a higher low. If a similar pattern plays out this time, BTC may hold the upper boundary of its previous range, and the price may not fall back to the previous $74,000 low, but instead bottom out and rebound at a higher level. The current trend remains clearly bullish.
Kalshi plans to launch US CPI futures in December, targeting major Wall Street banks and hedge funds
Odaily reports: Prediction market platform Kalshi plans to launch exchange-traded futures contracts tracking the US Consumer Price Index (CPI) and core CPI in December. It is pitching the products to major banks and hedge funds and has hired former Barclays trader Michael Ashton, known as "Mr. Inflation," to design the contracts and expand institutional clients. If launched, this would become a unique futures product directly tracking CPI, helping institutional investors hedge against inflation and Federal Reserve interest rate change risks, and further positioning Kalshi to enter the traditional derivatives market dominated by CME Group (CME) and Intercontinental Exchange (ICE). Kalshi has confirmed it is developing CPI futures but did not disclose specific launch details. (Bloomberg)
DWF Labs: Bitcoin Spot ETF Fund Flows Lag Behind Price Action, Making Future Trends Hard to Predict
In a research report released on Thursday, DWF Labs pointed out that daily fund flows of U.S. spot Bitcoin ETFs are poor predictors of Bitcoin's subsequent price movements, as investors tend to buy after prices rise and withdraw funds when prices fall. The study covered 694 trading days since the launch of U.S. spot Bitcoin ETFs in January 2024: in the 8 instances where Bitcoin's price dropped by 15%, net ETF outflows occurred 7 times; while in all 9 instances where prices rose by 15%, net inflows occurred. DWF Labs concluded that ETF fund flows are more of a confirmation of market trends rather than a leading indicator.Data shows that the correlation coefficient between same-day ETF fund flows and Bitcoin price changes over the previous 5 trading days was 0.54, but the correlation coefficient with price changes over the subsequent 5 trading days was only 0.03. Between October 2025 and February 2026, Bitcoin ETFs saw net outflows of approximately $6.9 billion, and during the market downturn from May to June 2026, net outflows reached approximately $8.2 billion. DWF Labs also noted that some ETF trading may involve hedging strategies that combine buying fund shares with shorting Bitcoin via CME futures, meaning fund flows do not directly reflect investors' true bullish or bearish positions. (Cointelegraph)
2026 DeFi Price Manipulation Attacks Reach 43, Surpassing Full-Year Record Set in 2022
Odaily News: As of October 21, 43 price manipulation attacks have been recorded in the DeFi sector in 2026, surpassing the previous all-time annual high of 27 set in 2022. Total related losses amount to approximately $199 million, lower than the loss scale in some years, with the Tectonic case accounting for about $125 million. Of the remaining 42 incidents, 32 involved individual losses of less than $1 million.
Trader Rune: PaperTrade Documentation Mentions Protocol-Level BBO Price Manipulation "Vulnerability" Risk
Odaily reports: Crypto trader Rune stated on X platform that PaperTrade's official documentation has actually disclosed a "vulnerability" risk in the protocol-level pricing mechanism. According to the document screenshots he shared, attackers can exploit the BBO (Best Bid and Offer) of the Hyperliquid order book for price manipulation. This risk involves unresolved price manipulation paths, contract economic mechanisms and risk exposure controls, as well as operational-level protective measures and permission management mechanisms.Additionally, Rune retweeted a post by community user boblob, which revealed that two wallets were suspected of actively exploiting and "attacking" the PaperTrade platform, conducting trades worth approximately $20 million that briefly caused ETH price fluctuations of about 10-20 basis points on the Hyperliquid platform. boblob further added that the obvious issues currently present in the PaperTrade protocol need to be fixed as soon as possible, otherwise they may affect the protocol's long-term sustainability.
Trump Faces Bipartisan Criticism After Calling Iranian Attack on Los Angeles "A Small Price"
Trump defended the cost of war, claiming that Iran's attack on the U.S. West Coast was merely a "small price," sparking strong bipartisan opposition in California and prompting an urgent clarification from the White House.
DOG Founder Calls on Bitget CEO: Token Price Has Severely Decoupled, Requests Resumption of Spot Trading
DOG 创始人 Leonidas在 X 平台发文喊话 Bitget CEO 称，Bitget 在遭遇黑客攻击数小时后、用户提现仍处于暂停状态时发布 DOG 下架公告，叠加黑客事件引发的信任担忧，导致 DOG在 Bitget 出现严重价格脱锚，并直接影响持有或交易 DOG 的用户。
Ostium Attack Post-mortem: Off-chain Oracle Permissions Stolen, Forged BTC Price to Arbitrage 23.75 Million USDC
According to Ostium's official report, the core of this attack lies in the compromise of the off-chain price reporting system permissions, unrelated to smart contract vulnerabilities. After obtaining off-chain authorization, the attacker utilized the protocol's registered legitimate forwarding paths to submit forged prices ($5,000 and $60,000) to the BTC-USD market, atomically completing an open-close position arbitrage cycle within the same transaction. Starting with 100 USDC and rolling to amplify the scale across 8 transactions, they extracted 23.75 million USDC from the OLP vault within 5 minutes until the vault circuit breaker mechanism was triggered. The root cause lies in the off-chain infrastructure lacking a multi-party approval mechanism equivalent to on-chain multi-signature, creating a single-point permission vulnerability. The stolen funds have been converted to ETH and mixed via Tornado Cash; tracking efforts are still ongoing.
Loss of 23,752,746 USDC: Ostium Price Data Attacked
Odaily News: Headline: "Loss of 23.75 Million USDC: Ostium Price Data Attacked". According to Ostium's monitoring, Ostium has released an update on the security incident. Its liquidity provider treasury was attacked on July 15, resulting in a loss of 23,752,746 USDC. Preliminary investigations indicate that the attacker compromised the off-chain infrastructure that supplies price data to the protocol, submitting disguised, fraudulent price reports. By rapidly opening and closing multiple large positions, the attacker extracted artificially generated profits from the treasury. Ostium stated that trader collateral is stored in separate, isolated smart contracts and was unaffected by this incident; all trading positions remain open. The team paused trading and froze all trading contracts within 60 minutes of the first attack transaction. Currently, Ostium is cooperating with Mandiant, zeroShadow, Collisionless, SEAL 911, and law enforcement agencies, and is coordinating with trading platforms, bridge contracts, and stablecoin issuers to advance the investigation. The engineering team is repairing and strengthening the relevant infrastructure to support a safe resumption of trading. Ostium stated it will notify at least 24 hours in advance before thawing the trading contracts. Once trading resumes, existing positions will be marked at the price at the time of reopening, unaffected by price fluctuations during the suspension.
Out-of-Bounds Pause, Resume on Price Recovery: Hyperliquid to Adjust TWAP Order Rules
Odaily reports: Jeff stated that Hyperliquid's next network upgrade will adjust the rules for TWAP orders with stop prices: when the price crosses the set boundary, the remaining execution plan will change from termination to pause; if the price meets the conditions again within the originally scheduled execution time, the order can resume execution, whereas previously a new order would need to be placed. The TWAP feature can split large orders into smaller ones and execute them gradually over a set period, currently supporting cycles from 5 minutes to 7 days, with a minimum order amount of $100. For example, when buying HYPE in batches over 2 hours with a maximum price set at $80, the order pauses when the mark price rises to $81; if the price falls back to $79 and it is still within the 2-hour window, the order can continue executing. The same rules apply when setting a minimum price for sell orders.
HSBC: $63 Billion Financing to Support Broadcom Compute Deployment, Price Target $560
HSBC assesses that, given previous $35 billion in financing that supported over 1 gigawatt, this transaction would roughly support a 1.7 to 1.8 gigawatt deployment. This falls short of management's 2027 target of 5 gigawatts, and funding continuity will require monitoring going forward.
Bitwise: Ten-Year Bitcoin Price Forecast Raised from $1.3 Million to $1.6 Million
According to The Block, in its report published on Wednesday titled "2027 Bitcoin Long-Term Capital Market Assumptions," crypto asset management firm Bitwise raised its 10-year Bitcoin price forecast from $1.3 million to $1.6 million, projecting a compound annual growth rate (CAGR) of 34.3% for Bitcoin over the period. The report states that the base case scenario assumes Bitcoin will capture 25% of the global store-of-value market and 1% of institutional investment assets by 2036; its bear case is $130,686, while its bull case is $3.67 million. Bitwise Chief Investment Officer Matt Hougan stated that the company maintained its market share assumptions unchanged but increased its 2036 estimate for the global store-of-value market from $91 trillion to $110 trillion, and its institutional investment market size from $216 trillion to $303 trillion. The report also noted that Bitcoin's maximum supply is 21 million coins, with 20.1 million currently in circulation, accounting for 95.7% of the total supply.
B.AI Model Leaderboard Fully Upgraded, Four Key Dimensions for Precise Model Selection
B.AI has announced a major upgrade to its model leaderboard, adding four new evaluation dimensions beyond real-world usage metrics: Popular Models tracks the weekly token usage share to reflect community selection trends; the Usage Leaderboard supports real-time statistics of token and API call popularity across multiple time periods; the Price Leaderboard provides input, output, and weighted price comparisons to facilitate precise cost control; and the Smart Leaderboard integrates the Artificial Analysis Intelligence Index with a cost-effectiveness frontier scatter plot to help quickly pinpoint high-ROI models. The upgraded leaderboard meets needs such as exploring frontier capabilities, controlling invocation costs, and optimizing engineering model selection. Visit chat.b.ai/leaderboard to view it.
DWF Labs: Bitcoin Spot ETF Fund Flows Lag Behind Price Action, Making Future Trends Hard to Predict
In a research report released on Thursday, DWF Labs pointed out that daily fund flows of U.S. spot Bitcoin ETFs are poor predictors of Bitcoin's subsequent price movements, as investors tend to buy after prices rise and withdraw funds when prices fall. The study covered 694 trading days since the launch of U.S. spot Bitcoin ETFs in January 2024: in the 8 instances where Bitcoin's price dropped by 15%, net ETF outflows occurred 7 times; while in all 9 instances where prices rose by 15%, net inflows occurred. DWF Labs concluded that ETF fund flows are more of a confirmation of market trends rather than a leading indicator.Data shows that the correlation coefficient between same-day ETF fund flows and Bitcoin price changes over the previous 5 trading days was 0.54, but the correlation coefficient with price changes over the subsequent 5 trading days was only 0.03. Between October 2025 and February 2026, Bitcoin ETFs saw net outflows of approximately $6.9 billion, and during the market downturn from May to June 2026, net outflows reached approximately $8.2 billion. DWF Labs also noted that some ETF trading may involve hedging strategies that combine buying fund shares with shorting Bitcoin via CME futures, meaning fund flows do not directly reflect investors' true bullish or bearish positions. (Cointelegraph)
ARK Invest Releases Updated Tesla Valuation: Market Cap Could Reach $17.5 Trillion by 2031, with a Price Target of $4,400 per Share
ARK Invest has released an update to its open-source Tesla valuation model, projecting that Tesla will be worth approximately $4,400 per share by 2031. A Monte Carlo simulation based on 32 independent variables shows a bear case of around $3,300 per share and a bull case of around $5,000 per share, corresponding to annualized share price gains of 53% and 66%, respectively, with the base case implying an annualized return of approximately 62%.Under the base case, ARK Invest expects Tesla's total revenue to reach approximately $1.45 trillion by 2031, with EBITDA of about $902 billion and a market capitalization of approximately $17.5 trillion.To support the development of its AI and robotics businesses, the model also assumes that Tesla's cumulative AI infrastructure spending will increase from approximately $7 billion at the end of 2025 to approximately $225 billion by the end of 2031. Robotaxi is expected to become Tesla's primary source of value, contributing approximately 80% of enterprise value by 2031. The humanoid robot Optimus will also become an important growth engine, with Tesla's cumulative external sales of Optimus robots reaching approximately 1 million units by 2031, and revenue from robotics-as-a-service (RaaS) and related businesses amounting to approximately $212 billion.However, ARK Invest cautions that these valuations depend on multiple assumptions, including the pace of autonomous driving commercialization, the maturity of robotics technology, profit margins, and capital efficiency. Actual results may differ significantly from these projections. The model is for reference only and does not constitute investment advice.
Related news
Ignas: Assets like HYPE and ZEC Show Independent Price Action, Crypto Market Still Has Structural Opportunities
DeFi researcher Ignas posted on X stating that during the current market downturn, the "buy the dip" sentiment commonly seen in the past has rarely appeared on social media. Although some market participants believe that Bitcoin holding the $77,000 to $80,000 range is a bullish signal, most crypto traders may already hold substantial token positions, and some investors would rather wait for price confirmation of an uptrend before buying than bottom-fish amid panic. Assets decoupled from Bitcoin's price action such as HYPE, as well as "conviction tokens" like ZEC and revenue-generating assets like HYPE, remain attractive. However, there is currently insufficient potential buying interest—retail investors who previously favored crypto assets are now being buffeted by volatility in assets such as AI stocks, gold, and quantum computing, and crypto ETF fund flows have also turned to net outflows over the past 30 days.
Out-of-Bounds Pause, Resume on Price Recovery: Hyperliquid to Adjust TWAP Order Rules
Odaily reports: Jeff stated that Hyperliquid's next network upgrade will adjust the rules for TWAP orders with stop prices: when the price crosses the set boundary, the remaining execution plan will change from termination to pause; if the price meets the conditions again within the originally scheduled execution time, the order can resume execution, whereas previously a new order would need to be placed. The TWAP feature can split large orders into smaller ones and execute them gradually over a set period, currently supporting cycles from 5 minutes to 7 days, with a minimum order amount of $100. For example, when buying HYPE in batches over 2 hours with a maximum price set at $80, the order pauses when the mark price rises to $81; if the price falls back to $79 and it is still within the 2-hour window, the order can continue executing. The same rules apply when setting a minimum price for sell orders.
HSBC: $63 Billion Financing to Support Broadcom Compute Deployment, Price Target $560
HSBC assesses that, given previous $35 billion in financing that supported over 1 gigawatt, this transaction would roughly support a 1.7 to 1.8 gigawatt deployment. This falls short of management's 2027 target of 5 gigawatts, and funding continuity will require monitoring going forward.
Bitwise: Ten-Year Bitcoin Price Forecast Raised from $1.3 Million to $1.6 Million
According to The Block, in its report published on Wednesday titled "2027 Bitcoin Long-Term Capital Market Assumptions," crypto asset management firm Bitwise raised its 10-year Bitcoin price forecast from $1.3 million to $1.6 million, projecting a compound annual growth rate (CAGR) of 34.3% for Bitcoin over the period. The report states that the base case scenario assumes Bitcoin will capture 25% of the global store-of-value market and 1% of institutional investment assets by 2036; its bear case is $130,686, while its bull case is $3.67 million. Bitwise Chief Investment Officer Matt Hougan stated that the company maintained its market share assumptions unchanged but increased its 2036 estimate for the global store-of-value market from $91 trillion to $110 trillion, and its institutional investment market size from $216 trillion to $303 trillion. The report also noted that Bitcoin's maximum supply is 21 million coins, with 20.1 million currently in circulation, accounting for 95.7% of the total supply.
B.AI Model Leaderboard Fully Upgraded, Four Key Dimensions for Precise Model Selection
B.AI has announced a major upgrade to its model leaderboard, adding four new evaluation dimensions beyond real-world usage metrics: Popular Models tracks the weekly token usage share to reflect community selection trends; the Usage Leaderboard supports real-time statistics of token and API call popularity across multiple time periods; the Price Leaderboard provides input, output, and weighted price comparisons to facilitate precise cost control; and the Smart Leaderboard integrates the Artificial Analysis Intelligence Index with a cost-effectiveness frontier scatter plot to help quickly pinpoint high-ROI models. The upgraded leaderboard meets needs such as exploring frontier capabilities, controlling invocation costs, and optimizing engineering model selection. Visit chat.b.ai/leaderboard to view it.
Morgan Stanley: Real Yields Surge, Gold Price Holds $4,000, Supported by Central Bank and ETF Buying
Morgan Stanley assessed that surging real yields did not weigh down gold prices, attributing the gap to structural demand from central bank purchases and ETF inflows, with global gold ETF inflows hitting a record $31 billion in Q3.