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According to 1M AI News, OpenAI recently completed a $12.2 billion financing round at a valuation of $852 billion, but the secondary market tells a different story. Ken Smythe, founder of secondary trading firm Next Round Capital, stated that in recent weeks, about six institutional investors (including hedge funds and venture capital) approached him wanting to sell a total of approximately $600 million in OpenAI shares, which would have been snapped up within days last year, but now there is no interest. "We can't find any of the hundreds of institutional investors willing to take it on," he said, noting that his company has facilitated $2.5 billion in transactions. Meanwhile, "buyers have indicated they are ready to invest $2 billion in Anthropic." Secondary platforms Augment and Hiive have also recorded record demand for Anthropic. Adam Crawley, co-founder of Augment, stated that the valuation gap between OpenAI at $852 billion and Anthropic at $380 billion is driving investors to rush for the latter: "Now is a better risk-return. People are betting that Anthropic's valuation will catch up to OpenAI, but the near-term returns for buying OpenAI are less clear." Both Next Round and Augment's offers have pushed Anthropic's valuation to about $600 billion, a premium of over 50% compared to the last funding round; Hiive co-founder Prab Rattan noted that demand for Anthropic on the platform has exceeded $1.6 billion, also at a premium. Crawley described this demand as "essentially unlimited." For OpenAI, the buy offers recorded by Next Round correspond to a valuation of about $765 billion, a discount of about 10% from the previous $850 billion. Goldman Sachs and Morgan Stanley have begun distributing OpenAI shares to wealth clients without charging carry fees, while Goldman continues to charge the usual 15%-20% profit share for Anthropic. The logic of primary market financing and secondary market trading differs: in primary financing, existing shareholders are often invited to co-invest to maintain their ownership percentage; rather than refuse (which founders may not want to see), it is better to buy in first and then reduce exposure in the secondary market. Some investors are cautious about OpenAI's high operational costs. The company's commitments to infrastructure spending in the coming years far exceed those of Anthropic, and consumer revenue accounts for about 60%, with slow expansion in enterprise clients; Anthropic, on the other hand, has captured the higher-margin enterprise market, and Crawley believes its growth curve is therefore stronger. Both companies do not allow investors to trade shares in the secondary market without permission, but through mechanisms like special purpose vehicles (SPVs), these shares are still available on multiple platforms. An OpenAI spokesperson responded that the company "has recently established authorized channels through banks for individuals to participate, with zero fees, to combat the high-fee broker model," and reminded investors to "be highly vigilant against any companies claiming to hold OpenAI equity (including through SPVs)."

[No Buyers for $600 Million OpenAI Shares as $2 Billion Cash Buyers Queue for Anthropic]According to 1M AI News, OpenAI recently completed a $12.2 billion financing round at a valuation of $852 billion, but the secondary market tells a different story. Ken Smythe, founder of secondary trading firm Next Round Capital, stated that in recent weeks, about six institutional investors (including hedge funds and venture capital) approached him wanting to sell a total of approximately $600 million in OpenAI shares, which would have been snapped up within days last year, but now there is no interest. "We can't find any of the hundreds of institutional investors willing to take it on," he said, noting that his company has facilitated $2.5 billion in transactions. Meanwhile, "buyers have indicated they are ready to invest $2 billion in Anthropic." Secondary platforms Augment and Hiive have also recorded record demand for Anthropic. Adam Crawley, co-founder of Augment, stated that the valuation gap between OpenAI at $852 billion and Anthropic at $380 billion is driving investors to rush for the latter: "Now is a better risk-return. People are betting that Anthropic's valuation will catch up to OpenAI, but the near-term returns for buying OpenAI are less clear." Both Next Round and Augment's offers have pushed Anthropic's valuation to about $600 billion, a premium of over 50% compared to the last funding round; Hiive co-founder Prab Rattan noted that demand for Anthropic on the platform has exceeded $1.6 billion, also at a premium. Crawley described this demand as "essentially unlimited." For OpenAI, the buy offers recorded by Next Round correspond to a valuation of about $765 billion, a discount of about 10% from the previous $850 billion. Goldman Sachs and Morgan Stanley have begun distributing OpenAI shares to wealth clients without charging carry fees, while Goldman continues to charge the usual 15%-20% profit share for Anthropic. The logic of primary market financing and secondary market trading differs: in primary financing, existing shareholders are often invited to co-invest to maintain their ownership percentage; rather than refuse (which founders may not want to see), it is better to buy in first and then reduce exposure in the secondary market. Some investors are cautious about OpenAI's high operational costs. The company's commitments to infrastructure spending in the coming years far exceed those of Anthropic, and consumer revenue accounts for about 60%, with slow expansion in enterprise clients; Anthropic, on the other hand, has captured the higher-margin enterprise market, and Crawley believes its growth curve is therefore stronger. Both companies do not allow investors to trade shares in the secondary market without permission, but through mechanisms like special purpose vehicles (SPVs), these shares are still available on multiple platforms. An OpenAI spokesperson responded that the company "has recently established authorized channels through banks for individuals to participate, with zero fees, to combat the high-fee broker model," and reminded investors to "be highly vigilant against any companies claiming to hold OpenAI equity (including through SPVs)."

No Buyers for $600 Million OpenAI Shares as $2 Billion Cash Buyers Queue for Anthropic

On April 2, the latest developments in the US-Israel-Iran conflict are as follows: From Iran's side: The Iranian military claims to have struck Israeli military-industrial enterprises and has advanced the 'Real Commitment-4' operation to its 89th round; officials state that the conflict has caused damage to over 115,000 civilian facilities. Iran continues to strike Israeli and US military bases with missiles and drones, claiming that the targets include forcing US troops to withdraw from the Middle East. The Iranian Revolutionary Guard stated that the Strait of Hormuz will not be opened due to statements from Donald Trump; Iranian officials said that even if navigation is restored, it will 'not be open to the US.' The Iranian Foreign Minister emphasized that they do not accept a ceasefire and demand guarantees to prevent similar conflicts from recurring. Additionally, Iran claims that its meteorological radar facilities have been struck by US and Israeli attacks, a senior advisor has been seriously injured, and they deny any claims of 'requesting a ceasefire.' From the US side: Reports indicate that Trump has 'lost patience' and will deliver a national address at 9 AM Beijing time today, possibly announcing that the war with Iran is nearing its end while blaming NATO for the security responsibility in the Strait. The US is expanding its deployment in the Middle East, doubling the number of A-10 attack aircraft; intelligence agencies assess that Iran currently has no substantial willingness to negotiate. Trump stated that they will 'withdraw soon,' but did not provide a timeline, and mentioned monitoring Iran's nuclear materials via satellite. From Israel's side: The Israeli Prime Minister stated that Iran no longer poses an 'existential threat'; the Israeli military reported using approximately 16,000 rounds of ammunition and destroying thousands of targets, claiming that Iran's missile capabilities and command chain have been weakened. The Israeli military conducted airstrikes in Lebanon, killing a Hezbollah commander on the southern front; there are internal concerns in Israel that Trump may prematurely announce the end of operations. Other developments: The UAE has intercepted over 2,000 drones and is considering joint actions with US forces to ensure navigation in the Strait; Saudi oil exports have decreased by about 50% due to the blockade in the Strait. Regional energy and industry are impacted, with UAE Global Aluminum closing its smelting plant due to the attacks. Volodymyr Zelensky stated that Ukraine is negotiating cooperation with multiple countries in the Middle East; Russia denies providing intelligence support to Iran regarding civilian facilities.

[Latest Developments in US-Israel-Iran Conflict: Iran Continues Retaliation and Firmly States Strait of Hormuz Will Not Be Opened]On April 2, the latest developments in the US-Israel-Iran conflict are as follows: From Iran's side: The Iranian military claims to have struck Israeli military-industrial enterprises and has advanced the 'Real Commitment-4' operation to its 89th round; officials state that the conflict has caused damage to over 115,000 civilian facilities. Iran continues to strike Israeli and US military bases with missiles and drones, claiming that the targets include forcing US troops to withdraw from the Middle East. The Iranian Revolutionary Guard stated that the Strait of Hormuz will not be opened due to statements from Donald Trump; Iranian officials said that even if navigation is restored, it will 'not be open to the US.' The Iranian Foreign Minister emphasized that they do not accept a ceasefire and demand guarantees to prevent similar conflicts from recurring. Additionally, Iran claims that its meteorological radar facilities have been struck by US and Israeli attacks, a senior advisor has been seriously injured, and they deny any claims of 'requesting a ceasefire.' From the US side: Reports indicate that Trump has 'lost patience' and will deliver a national address at 9 AM Beijing time today, possibly announcing that the war with Iran is nearing its end while blaming NATO for the security responsibility in the Strait. The US is expanding its deployment in the Middle East, doubling the number of A-10 attack aircraft; intelligence agencies assess that Iran currently has no substantial willingness to negotiate. Trump stated that they will 'withdraw soon,' but did not provide a timeline, and mentioned monitoring Iran's nuclear materials via satellite. From Israel's side: The Israeli Prime Minister stated that Iran no longer poses an 'existential threat'; the Israeli military reported using approximately 16,000 rounds of ammunition and destroying thousands of targets, claiming that Iran's missile capabilities and command chain have been weakened. The Israeli military conducted airstrikes in Lebanon, killing a Hezbollah commander on the southern front; there are internal concerns in Israel that Trump may prematurely announce the end of operations. Other developments: The UAE has intercepted over 2,000 drones and is considering joint actions with US forces to ensure navigation in the Strait; Saudi oil exports have decreased by about 50% due to the blockade in the Strait. Regional energy and industry are impacted, with UAE Global Aluminum closing its smelting plant due to the attacks. Volodymyr Zelensky stated that Ukraine is negotiating cooperation with multiple countries in the Middle East; Russia denies providing intelligence support to Iran regarding civilian facilities.

Latest Developments in US-Israel-Iran Conflict: Iran Continues Retaliation and Firmly States Strait of Hormuz Will Not Be Opened

On April 2, according to the Financial Times, sources revealed that Trump threatened to stop supplying weapons to Ukraine unless Europe joined the Hormuz Strait Alliance. Last month, Trump requested NATO naval assistance to reopen the strait, but this was rejected by European governments. Three officials familiar with the discussions stated that Trump responded by threatening to halt supplies to the 'Prioritized Ukrainian Requirements List' (PURL) project. As a result, under the urging of NATO Secretary General Jens Stoltenberg, several key member countries, including France, Germany, and the UK, issued a hastily prepared statement on March 19, stating, 'We express our willingness to make appropriate contributions to ensure safe passage through the Hormuz Strait.' An official familiar with the discussions noted, 'It was Stoltenberg who insisted on issuing this joint statement because Trump had threatened to withdraw from the Transatlantic Partnership Alliance and completely disengage from Ukrainian affairs.' (Jin Shi)

[Trump Threatens to Cut Off Arms Supply to Ukraine if Europe Does Not Join Hormuz Alliance]On April 2, according to the Financial Times, sources revealed that Trump threatened to stop supplying weapons to Ukraine unless Europe joined the Hormuz Strait Alliance. Last month, Trump requested NATO naval assistance to reopen the strait, but this was rejected by European governments. Three officials familiar with the discussions stated that Trump responded by threatening to halt supplies to the 'Prioritized Ukrainian Requirements List' (PURL) project. As a result, under the urging of NATO Secretary General Jens Stoltenberg, several key member countries, including France, Germany, and the UK, issued a hastily prepared statement on March 19, stating, 'We express our willingness to make appropriate contributions to ensure safe passage through the Hormuz Strait.' An official familiar with the discussions noted, 'It was Stoltenberg who insisted on issuing this joint statement because Trump had threatened to withdraw from the Transatlantic Partnership Alliance and completely disengage from Ukrainian affairs.' (Jin Shi)

Trump Threatens to Cut Off Arms Supply to Ukraine if Europe Does Not Join Hormuz Alliance

On April 2, The New York Times reported that US officials revealed that multiple American intelligence agencies recently assessed that the Iranian government is currently unwilling to engage in substantive negotiations to end the conflict with the US and Israel. Officials stated that the assessment indicates the Iranian government believes it is in a strong position in the conflict and does not need to yield to US diplomatic demands. They noted that while Iran is willing to keep communication channels open, the country does not trust the US and believes President Trump is not sincere about negotiations. Over the past year, Trump has ordered attacks on Iran twice during negotiations concerning its nuclear program. These assessments align with recent statements from Iranian officials. US and Iranian officials indicated that the two countries are exchanging information through intermediary nations, and possibly through direct channels, but have not negotiated conditions for a ceasefire or ending the conflict.

[US Intelligence: Iran Currently Unwilling to Engage in Substantive Negotiations, Believes Trump Lacks Sincerity]On April 2, The New York Times reported that US officials revealed that multiple American intelligence agencies recently assessed that the Iranian government is currently unwilling to engage in substantive negotiations to end the conflict with the US and Israel. Officials stated that the assessment indicates the Iranian government believes it is in a strong position in the conflict and does not need to yield to US diplomatic demands. They noted that while Iran is willing to keep communication channels open, the country does not trust the US and believes President Trump is not sincere about negotiations. Over the past year, Trump has ordered attacks on Iran twice during negotiations concerning its nuclear program. These assessments align with recent statements from Iranian officials. US and Iranian officials indicated that the two countries are exchanging information through intermediary nations, and possibly through direct channels, but have not negotiated conditions for a ceasefire or ending the conflict.

US Intelligence: Iran Currently Unwilling to Engage in Substantive Negotiations, Believes Trump Lacks Sincerity

On April 2, Iranian President Masoud Pezeshkian published an open letter to the American public on the X platform, criticizing U.S. military actions against Iran as essentially acting as a 'proxy' for Israel, and questioning whether the 'America First' policy truly serves U.S. national interests. In the letter, Pezeshkian emphasized that Iran holds 'no hostility' towards the American people and stated that portraying Iran as a threat is neither historically nor realistically accurate. He asserted that Iran has never initiated a war, with its military actions being 'legitimate self-defense.' Regarding historical issues, Pezeshkian referenced the 1953 Iranian coup, stating that it disrupted Iran's democratic process and intensified Iranian society's distrust of the U.S.; he also criticized the long-standing U.S. sanctions and the support for Saddam Hussein during the Iran-Iraq War. Pezeshkian further accused the U.S. of recent strikes on Iran's critical infrastructure as 'war crimes' and warned that such actions would exacerbate regional instability and increase global economic and security risks. In the letter, he repeatedly named Israel, claiming it uses the 'Iran threat' to divert international attention from the Palestinian issue and attempts to 'have the U.S. fight to the last soldier and exhaust the last penny.' Pezeshkian urged the American public to examine the sources of current policy information, reassess their understanding of Iran, and warned that ongoing confrontation will have profound implications for future generations.

[Iranian President Addresses American Public: Accuses U.S. of Acting as Israel's Proxy and Questions U.S. Interests]On April 2, Iranian President Masoud Pezeshkian published an open letter to the American public on the X platform, criticizing U.S. military actions against Iran as essentially acting as a 'proxy' for Israel, and questioning whether the 'America First' policy truly serves U.S. national interests. In the letter, Pezeshkian emphasized that Iran holds 'no hostility' towards the American people and stated that portraying Iran as a threat is neither historically nor realistically accurate. He asserted that Iran has never initiated a war, with its military actions being 'legitimate self-defense.' Regarding historical issues, Pezeshkian referenced the 1953 Iranian coup, stating that it disrupted Iran's democratic process and intensified Iranian society's distrust of the U.S.; he also criticized the long-standing U.S. sanctions and the support for Saddam Hussein during the Iran-Iraq War. Pezeshkian further accused the U.S. of recent strikes on Iran's critical infrastructure as 'war crimes' and warned that such actions would exacerbate regional instability and increase global economic and security risks. In the letter, he repeatedly named Israel, claiming it uses the 'Iran threat' to divert international attention from the Palestinian issue and attempts to 'have the U.S. fight to the last soldier and exhaust the last penny.' Pezeshkian urged the American public to examine the sources of current policy information, reassess their understanding of Iran, and warned that ongoing confrontation will have profound implications for future generations.

Iranian President Addresses American Public: Accuses U.S. of Acting as Israel's Proxy and Questions U.S. Interests

On April 2, US media outlet Politico reported, citing multiple informed sources, that President Trump plans to announce during a prime-time national address that 'all objectives' of military actions against Iran have been achieved and that the war is nearing its end. The report states that Trump will declare victory in his speech and pave the way for a gradual withdrawal of US forces from the conflict. He also intends to blame NATO allies for the current most pressing issue—the obstruction of shipping in the Strait of Hormuz—and demand that European and Gulf nations take on subsequent security responsibilities. Former chief strategist Steve Bannon indicated that Trump will emphasize that 'short-term military objectives have been met' and may push for a ceasefire in the coming weeks, while making it clear that the issue of the Strait will 'no longer be led by the US.' The report highlights that Iran is still imposing restrictions on shipping in the Strait of Hormuz, pushing international oil prices above $100 per barrel. Against this backdrop, the Trump administration is seeking a 'decent exit' strategy to alleviate domestic polling pressures and concerns in the energy market. Meanwhile, Trump has been continuously pressuring NATO and threatening to reassess the US role in the alliance, even considering a potential withdrawal. White House officials noted that Trump is 'extremely dissatisfied' with some European countries' refusal to provide bases and airspace support for US troops. Although more than 20 countries have expressed willingness to participate in post-war efforts to ensure the security of the Strait, many European nations remain cautious about direct involvement in the conflict. Analysts believe that Trump's actions are both a pressure tactic on allies and an attempt to define a 'closure narrative' for the current Middle Eastern conflict on military and political levels.

[US Media: Trump Plans to Declare 'Victory' in Iran Conflict, May Hand Over Strait of Hormuz Issue to NATO]On April 2, US media outlet Politico reported, citing multiple informed sources, that President Trump plans to announce during a prime-time national address that 'all objectives' of military actions against Iran have been achieved and that the war is nearing its end. The report states that Trump will declare victory in his speech and pave the way for a gradual withdrawal of US forces from the conflict. He also intends to blame NATO allies for the current most pressing issue—the obstruction of shipping in the Strait of Hormuz—and demand that European and Gulf nations take on subsequent security responsibilities. Former chief strategist Steve Bannon indicated that Trump will emphasize that 'short-term military objectives have been met' and may push for a ceasefire in the coming weeks, while making it clear that the issue of the Strait will 'no longer be led by the US.' The report highlights that Iran is still imposing restrictions on shipping in the Strait of Hormuz, pushing international oil prices above $100 per barrel. Against this backdrop, the Trump administration is seeking a 'decent exit' strategy to alleviate domestic polling pressures and concerns in the energy market. Meanwhile, Trump has been continuously pressuring NATO and threatening to reassess the US role in the alliance, even considering a potential withdrawal. White House officials noted that Trump is 'extremely dissatisfied' with some European countries' refusal to provide bases and airspace support for US troops. Although more than 20 countries have expressed willingness to participate in post-war efforts to ensure the security of the Strait, many European nations remain cautious about direct involvement in the conflict. Analysts believe that Trump's actions are both a pressure tactic on allies and an attempt to define a 'closure narrative' for the current Middle Eastern conflict on military and political levels.

US Media: Trump Plans to Declare 'Victory' in Iran Conflict, May Hand Over Strait of Hormuz Issue to NATO

On April 2, spot gold surpassed $4,800 per ounce, increasing by 0.8% during the day, and is expected to record a fifth consecutive day of gains.

[Spot Gold Rises to $4,800]On April 2, spot gold surpassed $4,800 per ounce, increasing by 0.8% during the day, and is expected to record a fifth consecutive day of gains.

Spot Gold Rises to $4,800

On April 2, Elon Musk and the U.S. Securities and Exchange Commission (SEC) informed the judge that they are heading to trial to resolve the regulatory agency's allegations that Musk deceived investors of the social media platform prior to his acquisition of Twitter in 2022. This announcement comes just two weeks after both parties' lawyers indicated they were negotiating a settlement, as detailed in a joint status report submitted to the Washington federal court on Wednesday. The lawyers stated in the new document that they and their clients have discussed alternative dispute resolution options. The document noted, 'Both parties believe that, under the current circumstances, the court's alternative dispute resolution procedures or any other form of alternative dispute resolution would be of no benefit to this case.' Musk has recently faced setbacks in other legal cases related to his acquisition of Twitter four years ago. (Jinshi)

[Musk and SEC Head to Trial After Failed Settlement in Twitter Case]On April 2, Elon Musk and the U.S. Securities and Exchange Commission (SEC) informed the judge that they are heading to trial to resolve the regulatory agency's allegations that Musk deceived investors of the social media platform prior to his acquisition of Twitter in 2022. This announcement comes just two weeks after both parties' lawyers indicated they were negotiating a settlement, as detailed in a joint status report submitted to the Washington federal court on Wednesday. The lawyers stated in the new document that they and their clients have discussed alternative dispute resolution options. The document noted, 'Both parties believe that, under the current circumstances, the court's alternative dispute resolution procedures or any other form of alternative dispute resolution would be of no benefit to this case.' Musk has recently faced setbacks in other legal cases related to his acquisition of Twitter four years ago. (Jinshi)

Musk and SEC Head to Trial After Failed Settlement in Twitter Case

On April 2, the Drift Protocol (DRIFT) experienced a significant drop of up to 35% due to a hacker attack that resulted in the theft of over $220 million in assets. The current price is reported at $0.048, reflecting a 30% decline over the past 24 hours. The official statement indicates that the protocol is fully suspended and that multiple security agencies have been contacted to track the hacker.

[DRIFT Plummets 35% After Over $220 Million Stolen in Major On-Chain Attack]On April 2, the Drift Protocol (DRIFT) experienced a significant drop of up to 35% due to a hacker attack that resulted in the theft of over $220 million in assets. The current price is reported at $0.048, reflecting a 30% decline over the past 24 hours. The official statement indicates that the protocol is fully suspended and that multiple security agencies have been contacted to track the hacker.

DRIFT Plummets 35% After Over $220 Million Stolen in Major On-Chain Attack

According to The block,FTX has approached U.S.-based crypto exchange Kraken about a potential rescue deal, Axios reported, citing two people familiar with the matter. 
Details of the talks are unclear, and they could continue or fall apart, Axios said, adding that FTX and Kraken both declined to comment.
The news comes after Binance backed out of a deal to buy FTX.

Detail

【FTX approaches Kraken for potential rescue deal: Axios】According to The block,FTX has approached U.S.-based crypto exchange Kraken about a potential rescue deal, Axios reported, citing two people familiar with the matter. 
Details of the talks are unclear, and they could continue or fall apart, Axios said, adding that FTX and Kraken both declined to comment.
The news comes after Binance backed out of a deal to buy FTX.

FTX approaches Kraken for potential rescue deal: Axios

Article

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On-chain Address Buys Back 500,000 SIREN for 144,000 USDT

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FTX approaches Kraken for potential rescue deal: Axios

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