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On May 2, during the Berkshire shareholder meeting, CEO Abel discussed the development prospects of the energy sector, pointing out that with the rapid growth of the artificial intelligence industry, the energy sector is entering a new growth opportunity. Currently, half of Berkshire's energy companies have begun to undertake electricity demand related to AI and are continuously tracking industry trends and the practical space for business implementation. Taking Iowa as an example, the company's utility service area has significantly expanded, with four large-scale data centers built locally, bringing a large number of new electricity customers to the region. Currently, electricity consumption from data centers accounts for 8% of the peak load in the area, which is an extremely high proportion in the utility sector; this indicates that there is still significant growth potential for electricity demand driven by computing infrastructure construction. The company expects that in the next five years, the proportion of electricity consumption from data centers could increase by another 5 to 10 percentage points, and in the long term, it could even reach 50%, at which point it will become the most promising growth curve in the energy business.

[AI-Driven Power Demand Surge Opens Growth Window for Berkshire Energy Business]On May 2, during the Berkshire shareholder meeting, CEO Abel discussed the development prospects of the energy sector, pointing out that with the rapid growth of the artificial intelligence industry, the energy sector is entering a new growth opportunity. Currently, half of Berkshire's energy companies have begun to undertake electricity demand related to AI and are continuously tracking industry trends and the practical space for business implementation. Taking Iowa as an example, the company's utility service area has significantly expanded, with four large-scale data centers built locally, bringing a large number of new electricity customers to the region. Currently, electricity consumption from data centers accounts for 8% of the peak load in the area, which is an extremely high proportion in the utility sector; this indicates that there is still significant growth potential for electricity demand driven by computing infrastructure construction. The company expects that in the next five years, the proportion of electricity consumption from data centers could increase by another 5 to 10 percentage points, and in the long term, it could even reach 50%, at which point it will become the most promising growth curve in the energy business.

AI-Driven Power Demand Surge Opens Growth Window for Berkshire Energy Business

On May 2, Bitdeer, a Nasdaq-listed Bitcoin mining company, released its latest Bitcoin holdings data on platform X. As of the week ending May 1, its Bitcoin mining output was 186 BTC, but it also sold 186 BTC during the same period, resulting in a net addition of 0 BTC. The company currently maintains zero Bitcoin holdings.

[Bitdeer Maintains Zero Bitcoin Holdings, Sells 186 Bitcoins This Week]On May 2, Bitdeer, a Nasdaq-listed Bitcoin mining company, released its latest Bitcoin holdings data on platform X. As of the week ending May 1, its Bitcoin mining output was 186 BTC, but it also sold 186 BTC during the same period, resulting in a net addition of 0 BTC. The company currently maintains zero Bitcoin holdings.

Bitdeer Maintains Zero Bitcoin Holdings, Sells 186 Bitcoins This Week

On May 3, the Office of Foreign Assets Control (OFAC) under the US Department of the Treasury warned on May 1 that any shipping company that pays transit fees to Iran for passage through the Strait of Hormuz, including in the form of charitable donations, could face US sanctions. A document released by OFAC on April 28 stated that the US prohibits its individuals or entities from paying security transit fees to Iran, and that non-US individuals or entities making such payments to Iran would also face significant sanction risks. On May 1, OFAC indicated that payment requests from Iran could involve not only cash transfers but also digital assets, debt offsets, informal swaps, or other physical payments, including charitable donations to the Iranian Red Crescent or the Iranian embassy. Any individuals or entities making payments to Iran in any form could face US sanctions. It remains unclear whether any companies or countries have made such indirect payments. Reports indicate that at least $2 million has been paid to Iran by entities to allow a ship to pass through the Strait of Hormuz. OFAC also announced new sanctions against three Iranian foreign exchange institutions.

[US Threatens Sanctions on Shipping Companies Paying Transit Fees to Iran]On May 3, the Office of Foreign Assets Control (OFAC) under the US Department of the Treasury warned on May 1 that any shipping company that pays transit fees to Iran for passage through the Strait of Hormuz, including in the form of charitable donations, could face US sanctions. A document released by OFAC on April 28 stated that the US prohibits its individuals or entities from paying security transit fees to Iran, and that non-US individuals or entities making such payments to Iran would also face significant sanction risks. On May 1, OFAC indicated that payment requests from Iran could involve not only cash transfers but also digital assets, debt offsets, informal swaps, or other physical payments, including charitable donations to the Iranian Red Crescent or the Iranian embassy. Any individuals or entities making payments to Iran in any form could face US sanctions. It remains unclear whether any companies or countries have made such indirect payments. Reports indicate that at least $2 million has been paid to Iran by entities to allow a ship to pass through the Strait of Hormuz. OFAC also announced new sanctions against three Iranian foreign exchange institutions.

US Threatens Sanctions on Shipping Companies Paying Transit Fees to Iran

On May 3, Cathie Wood and Ark Invest sold 208,438 shares of AMD in the past week.

[Cathie Wood and Ark Invest Sold 208,438 Shares of AMD Last Week]On May 3, Cathie Wood and Ark Invest sold 208,438 shares of AMD in the past week.

Cathie Wood and Ark Invest Sold 208,438 Shares of AMD Last Week

ROCK fluctuated by 104.71% within 24 hours, current price $0.00047242

【ROCK fluctuated over 50% in 24 hours!】ROCK fluctuated by 104.71% within 24 hours, current price $0.00047242

ROCK fluctuated over 50% in 24 hours!

On May 2, Dragonfly partner Haseeb Qureshi stated that retail investors have significantly exited the current market, while institutions are forming the market bottom and supporting Bitcoin. Bitcoin is viewed as a mature asset with sustained growth over the next 15-20 years, while altcoins need a clear narrative to attract retail investors. The core of crypto lies in money and finance, with DeFi, stablecoins, exchanges, and RWA showing stickiness. The involvement of AI will facilitate intermediary transactions among agents, greatly enhancing adoption, with low-risk preference investors becoming the mainstream entry point. Savings-type assets and passive investments are expected to see explosive growth on-chain.

[Dragonfly Partner: Retail Investors Have Withdrawn Significantly, Institutions Support Bitcoin at Market Bottom]On May 2, Dragonfly partner Haseeb Qureshi stated that retail investors have significantly exited the current market, while institutions are forming the market bottom and supporting Bitcoin. Bitcoin is viewed as a mature asset with sustained growth over the next 15-20 years, while altcoins need a clear narrative to attract retail investors. The core of crypto lies in money and finance, with DeFi, stablecoins, exchanges, and RWA showing stickiness. The involvement of AI will facilitate intermediary transactions among agents, greatly enhancing adoption, with low-risk preference investors becoming the mainstream entry point. Savings-type assets and passive investments are expected to see explosive growth on-chain.

Dragonfly Partner: Retail Investors Have Withdrawn Significantly, Institutions Support Bitcoin at Market Bottom

On May 3, the Brazil Central Bank prohibited the use of stablecoins and cryptocurrencies for settlement in cross-border payments, effective October 1. This ban applies to fintech companies and payment firms, closing off backend payment channels for cross-border capital flows; however, individual cryptocurrency investors can still buy and hold assets.

[Brazil Central Bank Bans Use of Stablecoins and Cryptocurrencies for Cross-Border Payments]On May 3, the Brazil Central Bank prohibited the use of stablecoins and cryptocurrencies for settlement in cross-border payments, effective October 1. This ban applies to fintech companies and payment firms, closing off backend payment channels for cross-border capital flows; however, individual cryptocurrency investors can still buy and hold assets.

Brazil Central Bank Bans Use of Stablecoins and Cryptocurrencies for Cross-Border Payments

On May 3, according to a report by the Iranian Fars News Agency, Sardar Asadi, a senior official at the Central Headquarters of the Iranian Armed Forces, stated that the likelihood of renewed conflict between Iran and the United States is high, but Iran is fully prepared. Asadi mentioned that there is evidence indicating that the U.S. does not adhere to any agreements, and the rhetoric of U.S. officials is more of a propaganda strategy aimed at preventing a drop in oil prices and escaping 'the crisis they created themselves.' He emphasized that the Iranian Armed Forces are fully prepared for any 'adventurous and foolish actions' that the U.S. may undertake.

[Iranian Military Official: Fully Prepared for U.S. Military Adventurism]On May 3, according to a report by the Iranian Fars News Agency, Sardar Asadi, a senior official at the Central Headquarters of the Iranian Armed Forces, stated that the likelihood of renewed conflict between Iran and the United States is high, but Iran is fully prepared. Asadi mentioned that there is evidence indicating that the U.S. does not adhere to any agreements, and the rhetoric of U.S. officials is more of a propaganda strategy aimed at preventing a drop in oil prices and escaping 'the crisis they created themselves.' He emphasized that the Iranian Armed Forces are fully prepared for any 'adventurous and foolish actions' that the U.S. may undertake.

Iranian Military Official: Fully Prepared for U.S. Military Adventurism

On May 3, Buffett, in an interview with reporters, compared the market to 'a church with a casino' to distinguish traditional value investing from the current craze for short-term options trading and the increasingly heated speculative atmosphere in prediction markets. He stated, 'People can freely switch between the church and the casino. Currently, there are still more people in the 'church' than in the 'casino', but the allure of the casino has become extremely strong. Buying or selling single-day options is neither investing nor speculation; it is essentially gambling.' Buffett candidly remarked that the public's 'gambling' sentiment has reached its peak.

[Buffett on Current Market: 'A Church with a Casino']On May 3, Buffett, in an interview with reporters, compared the market to 'a church with a casino' to distinguish traditional value investing from the current craze for short-term options trading and the increasingly heated speculative atmosphere in prediction markets. He stated, 'People can freely switch between the church and the casino. Currently, there are still more people in the 'church' than in the 'casino', but the allure of the casino has become extremely strong. Buying or selling single-day options is neither investing nor speculation; it is essentially gambling.' Buffett candidly remarked that the public's 'gambling' sentiment has reached its peak.

Buffett on Current Market: 'A Church with a Casino'

火币HTX报道，5月2日，Paradigm 研究员 Dan Robinson 提出名为 PACT（可验证地址控制时间戳）的新方案，旨在保护包括中本聪早期地址在内的长期沉睡比特币免受未来量子计算攻击。 
该机制允许用户在无需转移资产或暴露链上行为的情况下，通过时间戳证明其对地址的控制权。一旦未来量子攻击发生，可基于该证明在抗量子版本的比特币网络中恢复资产。相较于强制迁移方案（如 BIP-361），PACT 避免了因主动转移资产带来的隐私暴露问题，为长期持币者提供更灵活的前置防护路径。

【Paradigm提出时间戳逃生机制，用以保护中本聪时代比特币免受量子攻击威胁】火币HTX报道，5月2日，Paradigm 研究员 Dan Robinson 提出名为 PACT（可验证地址控制时间戳）的新方案，旨在保护包括中本聪早期地址在内的长期沉睡比特币免受未来量子计算攻击。 
该机制允许用户在无需转移资产或暴露链上行为的情况下，通过时间戳证明其对地址的控制权。一旦未来量子攻击发生，可基于该证明在抗量子版本的比特币网络中恢复资产。相较于强制迁移方案（如 BIP-361），PACT 避免了因主动转移资产带来的隐私暴露问题，为长期持币者提供更灵活的前置防护路径。

Paradigm提出时间戳逃生机制，用以保护中本聪时代比特币免受量子攻击威胁

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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