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On May 3, according to Wu Blockchain, Solana co-founder Anatoly Yakovenko stated that the biggest risk at present lies in the possibility of artificial intelligence breaking post-quantum cryptography (PQC) signature algorithms. He pointed out that the industry has not yet fully grasped the potential mathematical vulnerabilities of these algorithms, and the hidden risks in their practical deployment remain unclear. He suggested providing two-thirds multi-signature wallet support for these algorithms or achieving native underlying support through program-derived addresses (PDA) in transaction processors.

[Solana Co-Founder: The Biggest Risk Currently is the Potential for AI to Break Post-Quantum Cryptography Signatures]On May 3, according to Wu Blockchain, Solana co-founder Anatoly Yakovenko stated that the biggest risk at present lies in the possibility of artificial intelligence breaking post-quantum cryptography (PQC) signature algorithms. He pointed out that the industry has not yet fully grasped the potential mathematical vulnerabilities of these algorithms, and the hidden risks in their practical deployment remain unclear. He suggested providing two-thirds multi-signature wallet support for these algorithms or achieving native underlying support through program-derived addresses (PDA) in transaction processors.

Solana Co-Founder: The Biggest Risk Currently is the Potential for AI to Break Post-Quantum Cryptography Signatures

On May 3, Buffett stated in an interview with CNBC, "Currently, the market environment is not ideal for Berkshire's investment." He mentioned that Berkshire has an excellent management team that can act at the right moment and patiently wait for suitable targets. Berkshire Hathaway held its annual shareholder meeting on May 2, marking the first meeting since Warren Buffett handed over the CEO position to Greg Abel earlier this year. Prior to the meeting, Berkshire's latest financial report revealed that its cash reserves have reached a record high of nearly $400 billion. Buffett noted that while it may seem to outsiders that Berkshire is sometimes inactive, it will actively take action at the right time. He admitted that the reluctance to make significant capital investments is partly due to the overall high market valuations. When asked when the right investment opportunity would arise, Buffett stated that it will come when "no one wants to answer the phone."

[Buffett: Current Environment Not Ideal for Berkshire's Investment]On May 3, Buffett stated in an interview with CNBC, "Currently, the market environment is not ideal for Berkshire's investment." He mentioned that Berkshire has an excellent management team that can act at the right moment and patiently wait for suitable targets. Berkshire Hathaway held its annual shareholder meeting on May 2, marking the first meeting since Warren Buffett handed over the CEO position to Greg Abel earlier this year. Prior to the meeting, Berkshire's latest financial report revealed that its cash reserves have reached a record high of nearly $400 billion. Buffett noted that while it may seem to outsiders that Berkshire is sometimes inactive, it will actively take action at the right time. He admitted that the reluctance to make significant capital investments is partly due to the overall high market valuations. When asked when the right investment opportunity would arise, Buffett stated that it will come when "no one wants to answer the phone."

Buffett: Current Environment Not Ideal for Berkshire's Investment

According to Beating monitoring, Anthropic is in negotiations with London-based startup Fractile to procure its inference chips, which are expected to begin mass production for data centers as early as next year. Founded in late 2022, Fractile's core solution replaces GPU-dependent HBM (High Bandwidth Memory) with SRAM (Static Random Access Memory), reducing the back-and-forth movement of data between the chip and external storage, thereby lowering inference power consumption and costs. Similar approaches are being taken by Cerebras and Groq. The agreement is still in its early stages, with the scale unknown and the possibility of talks breaking down. However, this potential order has become a key selling point in Fractile's latest funding round. Fractile is seeking over $100 million in financing at a valuation exceeding $1 billion, with Founders Fund, 8VC, and Accel in discussions. Previously, Fractile had only raised $15 million, with investors including Kindred Capital, NATO Innovation Fund, and Oxford Science Enterprises. Anthropic has been deliberately diversifying its chip supply. The company has rented cloud servers from Google and Amazon, and last fall committed $30 billion to rent NVIDIA servers from Microsoft Azure (with NVIDIA investing $10 billion and Microsoft $5 billion as part of the deal). Recently, Anthropic also agreed to procure Google’s self-developed chips for use outside of Google Cloud. Reuters previously reported that Anthropic is also considering designing its own inference chips, similar to strategies employed by OpenAI and Meta. Inference costs are currently a pain point for Anthropic. Last year, the company's inference business gross margin fell below internal expectations, and the recent surge in demand for Claude Code has led to a shortage of computing power, with some users experiencing throttling during peak times, prompting public protests from developers. NVIDIA CEO Jensen Huang recently expressed regret for not investing in Anthropic sooner, believing that it might have prevented the company from heavily turning to Google and Amazon's chips.

[Anthropic Negotiates Acquisition of UK Startup Fractile's Inference Chips, Valued at $1 Billion]According to Beating monitoring, Anthropic is in negotiations with London-based startup Fractile to procure its inference chips, which are expected to begin mass production for data centers as early as next year. Founded in late 2022, Fractile's core solution replaces GPU-dependent HBM (High Bandwidth Memory) with SRAM (Static Random Access Memory), reducing the back-and-forth movement of data between the chip and external storage, thereby lowering inference power consumption and costs. Similar approaches are being taken by Cerebras and Groq. The agreement is still in its early stages, with the scale unknown and the possibility of talks breaking down. However, this potential order has become a key selling point in Fractile's latest funding round. Fractile is seeking over $100 million in financing at a valuation exceeding $1 billion, with Founders Fund, 8VC, and Accel in discussions. Previously, Fractile had only raised $15 million, with investors including Kindred Capital, NATO Innovation Fund, and Oxford Science Enterprises. Anthropic has been deliberately diversifying its chip supply. The company has rented cloud servers from Google and Amazon, and last fall committed $30 billion to rent NVIDIA servers from Microsoft Azure (with NVIDIA investing $10 billion and Microsoft $5 billion as part of the deal). Recently, Anthropic also agreed to procure Google’s self-developed chips for use outside of Google Cloud. Reuters previously reported that Anthropic is also considering designing its own inference chips, similar to strategies employed by OpenAI and Meta. Inference costs are currently a pain point for Anthropic. Last year, the company's inference business gross margin fell below internal expectations, and the recent surge in demand for Claude Code has led to a shortage of computing power, with some users experiencing throttling during peak times, prompting public protests from developers. NVIDIA CEO Jensen Huang recently expressed regret for not investing in Anthropic sooner, believing that it might have prevented the company from heavily turning to Google and Amazon's chips.

Anthropic Negotiates Acquisition of UK Startup Fractile's Inference Chips, Valued at $1 Billion

On May 3, according to monitoring by Onchain Lens, Sky co-founder Rune has closed short positions in crude oil futures CL (WTI crude oil) and Brent Oil, as well as in the S&P 500 index, with total losses exceeding $735,000.

[Sky Co-founder Rune Closes Oil and S&P 500 Short Positions, Suffering Over $735,000 Loss]On May 3, according to monitoring by Onchain Lens, Sky co-founder Rune has closed short positions in crude oil futures CL (WTI crude oil) and Brent Oil, as well as in the S&P 500 index, with total losses exceeding $735,000.

Sky Co-founder Rune Closes Oil and S&P 500 Short Positions, Suffering Over $735,000 Loss

opg Surges 10.05% in 24H, Currently at 0.2705 USDT

【opg currently trades at 0.2705 USDT, up 10.05% in 24h, according to HTX market data.】opg Surges 10.05% in 24H, Currently at 0.2705 USDT

opg currently trades at 0.2705 USDT, up 10.05% in 24h, according to HTX market data.

On May 3, Julio Moreno, the research director at CryptoQuant, wrote in a report: "The demand for perpetual futures contracts is the sole driver behind Bitcoin's price increase in April, while apparent demand in the spot market continues to shrink. This structure historically tends to appear during bear markets and is often difficult to sustain." Moreno stated that the divergence between rising futures demand and shrinking spot demand is one of the clearest on-chain signals, indicating that this rally is more speculative rather than based on structural growth. He pointed out that this means the price increase is primarily driven by leverage rather than new inflows of Bitcoin. Moreno also noted: "Historically, such structures lack the foundation to support sustained price increases, and once futures positions begin to unwind, it typically corrects through price pullbacks." CryptoQuant indicated that the current demand structure driven by perpetual futures is similar to the situation at the beginning of the bear market in 2022. While this does not guarantee the same outcome this time, the current structure does present a "significant downside risk."

[CryptoQuant: Bitcoin's April Surge Driven by Speculation, Risk of Correction Exists]On May 3, Julio Moreno, the research director at CryptoQuant, wrote in a report: "The demand for perpetual futures contracts is the sole driver behind Bitcoin's price increase in April, while apparent demand in the spot market continues to shrink. This structure historically tends to appear during bear markets and is often difficult to sustain." Moreno stated that the divergence between rising futures demand and shrinking spot demand is one of the clearest on-chain signals, indicating that this rally is more speculative rather than based on structural growth. He pointed out that this means the price increase is primarily driven by leverage rather than new inflows of Bitcoin. Moreno also noted: "Historically, such structures lack the foundation to support sustained price increases, and once futures positions begin to unwind, it typically corrects through price pullbacks." CryptoQuant indicated that the current demand structure driven by perpetual futures is similar to the situation at the beginning of the bear market in 2022. While this does not guarantee the same outcome this time, the current structure does present a "significant downside risk."

CryptoQuant: Bitcoin's April Surge Driven by Speculation, Risk of Correction Exists

On May 3, according to a report from US media on the 2nd, under Iran's latest negotiation proposal, Iran no longer demands that the US lift the blockade of the Hormuz Strait before face-to-face talks between representatives of the two countries. (Xinhua News Agency)

[Iran Does Not Demand Lifting of Hormuz Strait Blockade Before Direct Negotiations, US Media Reports]On May 3, according to a report from US media on the 2nd, under Iran's latest negotiation proposal, Iran no longer demands that the US lift the blockade of the Hormuz Strait before face-to-face talks between representatives of the two countries. (Xinhua News Agency)

Iran Does Not Demand Lifting of Hormuz Strait Blockade Before Direct Negotiations, US Media Reports

Market data shows that ETH has fallen below $2300, currently priced at $2299.76, with a 24-hour increase of 0.11%. The market is experiencing significant volatility, so please ensure proper risk management.

[ETH Falls Below $2300]Market data shows that ETH has fallen below $2300, currently priced at $2299.76, with a 24-hour increase of 0.11%. The market is experiencing significant volatility, so please ensure proper risk management.

ETH Falls Below $2300

On May 3, according to Xinhua News Agency, U.S. media reported on the 2nd that, according to the latest negotiation proposal put forward by Iran, Iran no longer requires the U.S. to lift the blockade of the Hormuz Strait before face-to-face negotiations between the two countries.

[Iran No Longer Requires US to Lift Hormuz Strait Blockade Before Direct Talks]On May 3, according to Xinhua News Agency, U.S. media reported on the 2nd that, according to the latest negotiation proposal put forward by Iran, Iran no longer requires the U.S. to lift the blockade of the Hormuz Strait before face-to-face negotiations between the two countries.

Iran No Longer Requires US to Lift Hormuz Strait Blockade Before Direct Talks

2 мая Корпус стражей исламской революции (КСИР) объявил, что установлены новые правила управления Персидским заливом, которые будут реализованы в соответствии с историческим указом Верховного лидера. (Иранское агентство новостей SNN)

[КСИР: Установлены новые правила управления Персидским заливом, которые будут реализованы в соответствии с историческим указом Верховного лидера]2 мая Корпус стражей исламской революции (КСИР) объявил, что установлены новые правила управления Персидским заливом, которые будут реализованы в соответствии с историческим указом Верховного лидера. (Иранское агентство новостей SNN)

КСИР: Установлены новые правила управления Персидским заливом, которые будут реализованы в соответствии с историческим указом Верховного лидера

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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