微软宣布计划在明年开发出大型前沿人工智能模型，以构建自身替代 OpenAI 和 Anthropic 最强 AI 工具的内部方案。微软 AI 首席执行官苏莱曼（Mustafa Suleyman）在采访中表示：“我们必须交付绝对前沿水平的技术。到 2027 年，目标是让模型在文本、图像和音频生成及响应方面达到真正的最先进水平。”微软 AI 部门周四推出了一款语音转录模型，据称在 25 种最常用语言中的 11 种基准测试表现优于竞争对手。不过，与该部门此前发布的语音与图像生成模型类似，这款模型为高效化的专业工具，训练数据量少于通用型模型如 Claude 3 Opus 或 OpenAI 的 GPT-4。苏莱曼表示，微软正在整合算力以打造更广泛能力的模型，公司去年 10 月开始使用一组 Nvidia GB200 芯片扩充计算资源。他说：“接下来 12 至 18 个月，我们将逐步提升至前沿级计算能力。”(金十)

Microsoft is set to develop a cutting-edge artificial intelligence model by next year, aiming to create an internal alternative to the strongest AI tools from OpenAI and Anthropic. According to Jin10, Mustafa Suleyman, CEO of Microsoft AI, emphasized the need to deliver technology at the forefront of innovation. By 2027, the goal is for the model to achieve state-of-the-art capabilities in text, image, and audio generation and response. On Thursday, Microsoft's AI division launched a speech transcription model that reportedly outperformed competitors in benchmark tests across 11 of the 25 most commonly used languages. However, similar to previous speech and image generation models released by the division, this model is designed as an efficient professional tool, utilizing less training data compared to general models like Claude 3 Opus or OpenAI's GPT-4. Suleyman noted that Microsoft is consolidating computing power to develop models with broader capabilities. Since October last year, the company has been expanding its computational resources using a set of Nvidia GB200 chips. He stated, "Over the next 12 to 18 months, we will gradually enhance our computing capabilities to reach cutting-edge levels."

伊朗外交部副部长加里布阿巴迪表示，伊朗正研究对通过霍尔木兹海峡的船只征收通行费用。他还表示，目前有关费用标准仍在研究之中，尚未确定具体金额。（央视新闻）

特朗普政府将对联邦法官阻止其禁止政府使用 Anthropic 技术的裁决提出上诉。美国司法部周四在法庭提交通知，表示将对上月美国北加州旧金山联邦地区法院法官 Rita F. Lin 的裁决提出上诉，该法官此前暂停了政府切断与 Anthropic 关系的计划，以便在法律争议继续期间维持现状，但她将裁决搁置一周，给予政府上诉机会。Anthropic 提起诉讼，质疑国防部宣称其技术威胁美国供应链的决定。在 3 月 26 日的裁决中，法官认同 Anthropic 的观点，认为政府以国家安全为由实施禁令的理由存疑。法官认为这一举动更像是“惩罚”Anthropic，因为公司要求保证其技术不会用于监视美国人或用于自主武器部署。(金十)

Yupp.ai has announced its closure, with the website remaining accessible for the next 15 days to allow users to download chat data. According to ChainCatcher, existing users will be unable to create new conversations, and new users cannot register. Launched in June 2025, Yupp.ai was positioned as a bilateral marketplace for AI model evaluation, aiming to assess AI models through diverse real-world usage by numerous users. Pankaj Gupta explained that the decision to close was driven by significant changes in the AI model capabilities over the past year, with rapid advancements and evolving user interactions with AI. He noted that simple chatbots no longer meet user needs and emphasized that, based on past entrepreneurial experience, acknowledging issues early rather than pursuing uncertain paths is a more prudent decision. The company plans to return remaining funds to investors.

Cryptocurrency asset management firm Grayscale has highlighted the impact of geopolitical tensions in the Middle East on the cryptocurrency market, according to BlockBeats. The firm noted that the conflict in Iran has overshadowed other market dynamics from March. Prior to the escalation, global economic growth was improving, and central banks were inclined to lower interest rates. However, the sharp rise in oil prices has sparked inflation concerns, increasing interest rate expectations and putting pressure on risk assets. Since the outbreak of the Middle East conflict, the cryptocurrency market has experienced significant volatility but has largely remained within a trading range, closely following fluctuations in oil prices and risk sentiment. Bitcoin initially fell to the mid-$60,000 range during the first escalation, rebounded to the low $70,000 range, but then declined again as the conflict persisted and macroeconomic conditions tightened. The latest escalation has caused Bitcoin to drop approximately 10% from its March peak. Despite this, Bitcoin has remained relatively stable since the onset of the conflict and has even outperformed U.S. stocks at times. The report emphasizes that despite market turbulence, cryptocurrencies have demonstrated resilience, with prices stabilizing amid fluctuations, potentially forming a more durable bottom. Cryptocurrency spot investment products have continued to see inflows, and futures positions have also increased, indicating a stabilizing risk appetite beneath the surface. Grayscale believes that the easing of current uncertainties is crucial for a sustained rebound. If the conflict de-escalates and energy prices decrease, the market could quickly reprice to a more favorable macroeconomic environment.

The US Treasury has initiated a comment period regarding state regulations for stablecoins, as outlined in the Stablecoins Act. According to NS3.AI, this framework allows states to oversee stablecoins with a market cap below $10 billion, provided their regulations meet or exceed federal standards.

The US CLARITY Act is currently facing delays due to conflicting priorities among various stakeholders. According to NS3.AI, Senate and industry supporters, bank-aligned critics, regulators, and structural critics are all pushing different agendas, which has stalled progress on the legislation. A key issue identified is the pressure surrounding stablecoin rewards. Additionally, recent coordination between the SEC and CFTC has lessened the urgency of the bill.

AI 模型评估平台 Yupp.ai 首席执行官 Pankaj Gupta 在 X 平台发文表示，该平台即将停止运营，平将在未来 15 天内保持访问，用户可在此期间下载数据，现有用户自即日起无法创建新对话，新用户亦无法注册。Yupp.ai 于 2025 年 6 月上线，去年六月获 3300 万美元种子轮融资，a16z 领投，该平台允许用户免费比较各类 AI 模型，用户可输入提示并查看多个 AI 并列生成的回答，选择最佳结果后形成“偏好数据包”，这些数据用于 AI 模型的后训练与评估。该平台结合区块链技术实现评估过程的透明化，用户提供反馈可获得相应奖励，AI 开发者则获取可验证的训练数据。

以太坊能不能成功，取决于两件事：技术路线图的执行力，以及社区对新叙事的接受度。

2026年第一季度与其说是风险投资全面复苏，不如说是新融资模式的出现。

加密资产管理公司灰度表示，近期中东局势和油价飙升使市场观望情绪浓厚，投资者暂时回避风险资产。比特币自冲突升级以来波动剧烈，但整体仍维持区间整理，显示相对韧性。灰度认为，若局势缓和、能源价格回落，市场可能快速恢复利好环境。长期来看，加密市场基础依然稳固，包括稳定币和代币化资产的持续增长。稳定币总供应量自 2020 年约 200 亿美元，已增至 2025 年约 3,150 亿美元，而当前的不确定性阶段可能为长期投资者提供布局机会，为下一轮增长奠定基础。（CoinDesk）

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