Recently, the overall market has been quite frustrating to watch, except for the optical module sector which is doing pretty well. $COHR has been climbing one step at a time and yesterday it even hit $200.

Honestly, I am optimistic about Google's chain performance. The logic is simple—when TPU chip shipments continue to explode, the entire Google chain ecosystem is likely to take off. This pattern has already been verified on other public chains before, and now it might be replayed on Google Chain.

The explosion of technical infrastructure often triggers a chain reaction in ecosystem tokens. If TPU shipments keep increasing, Google Chain could be the next main player.