当地时间 5 月 3 日，伊朗议会民政委员会主席表示，根据议会关于霍尔木兹海峡管理的计划，霍尔木兹海峡的一切交通都必须获得伊朗的许可，任何属于以色列的货物在任何情况下都无权通过。与伊朗交战的敌对国家在赔偿损失之前，不得通过霍尔木兹海峡。（央视新闻）

1. 云锋金融战略投资 WooshPay，拟拓展数字支付与资产代币化业务；2. 即使 Clarity Act 未通过，美国加密行业仍将保持发展；3. 伊朗一超大型油轮“躲过”美海军追踪，正驶向印尼廖内群岛；4. LAB 跌破 1 美元，4 小时跌超 50%；5. 胜率 47%账号购入 14.1 万美元 NBA 季后赛东部首轮 G7 凯尔特人让分战胜 76 人；6. Paradigm 合伙人提出 PACTs 机制，为量子脆弱比特币地址提供保护路径；7. 某地址 16 天前花费 3 枚 ETH 购买 ASTEROID，已获利约 126 万美元。

PANews posted on X (formerly Twitter). Bill Gates, at the age of 28, shared insights during an interview about his career and motivations. At the time, Microsoft's annual revenue had surpassed $100 million. When asked about becoming a millionaire, Gates emphasized that no one at the company was driven by money. Instead, he found excitement in writing programs, seeing them used, and solving real-world problems. Gates discussed his decision to drop out of Harvard, explaining that he felt the computer revolution was imminent and required immediate action. When questioned about the possibility of working for someone else, Gates paused and expressed that he was accustomed to pursuing his ideas independently, making it challenging to adapt to reporting to others. He highlighted that those who truly seize opportunities are often not focused on potential earnings but rather on recognizing the importance of not missing the chance to be part of significant advancements.

Bitcoin mining companies are increasingly turning their attention to AI data centers as the market evolves. According to PANews, while Michael Saylor made headlines with his substantial investment in Bitcoin, the atmosphere at mining company booths was notably subdued. Companies like Bitdeer are reportedly selling off their Bitcoin holdings to invest in AI technologies. Modular solutions are gaining popularity among these firms as they adapt to the changing landscape.

Cerebras Systems is reportedly seeking to raise up to $4 billion in its initial public offering (IPO), according to Bloomberg. The California-based AI chip manufacturer and data center operator is targeting a valuation of approximately $40 billion. Sources familiar with the matter, who requested anonymity due to the private nature of the information, indicated that Cerebras could begin its formal IPO roadshow as early as Monday. Investment banks underwriting the deal have already received potential subscription interest exceeding $10 billion. This development comes amid a significant surge in semiconductor stock prices. The details of the IPO, including the size of the offering, valuation, and timing, are still subject to change. Cerebras Systems declined to comment on the matter.

A supertanker owned by the National Iranian Tanker Company has reportedly evaded U.S. Navy surveillance, according to Odaily. The vessel is carrying over 1.9 million barrels of crude oil and is currently navigating through the Lombok Strait in Indonesia, heading towards the Riau Islands.

250 Digital Asset Management CEO Chris Perkins stated that the long-term growth of the U.S. crypto industry will remain unaffected even if the Clarity Act, aimed at establishing a clear regulatory framework for cryptocurrencies, fails to pass in Congress. According to Odaily, Perkins highlighted that the U.S. Securities and Exchange Commission and the Commodity Futures Trading Commission are continuously developing regulatory frameworks to provide stability and certainty to the industry. Perkins noted that regulatory bodies are currently clarifying the classification system for crypto assets through policies and practices. This approach is gradually providing a clearer compliance path compared to previous restrictions that defined tokens as securities. He also mentioned that if the Clarity Act is eventually passed, it would further solidify the regulatory framework, making future policy reversals more difficult. Recently, there has been increased anticipation in the market regarding the progress of this legislation, with several lawmakers and industry figures expressing optimism about its potential short-term advancement.

250 Digital Asset Management CEO Chris Perkins 表示，即使旨在明确加密监管框架的 Clarity Act 未能在国会通过，美国加密行业的长期发展仍不会受到影响。他指出，美国证券交易委员会与商品期货交易委员会已在持续建立监管框架，为行业提供稳定性与确定性。Perkins 表示，当前监管机构正通过政策与实践逐步明确加密资产分类体系，相较以往将代币定义为证券带来的限制，如今相关合规路径正逐步清晰。他同时指出，若 Clarity Act 最终通过，将进一步巩固监管框架，使未来政策更难被逆转。近期市场对该法案推进预期升温，多位立法者及行业人士表示其有望在短期内取得进展。（Cointelegraph）

当地时间 5 月 3 日，海事情报公司“油轮追踪者”的信息显示，一艘隶属于伊朗国家油轮公司的超大型油轮载有超过 190 万桶原油（价值近 2.2 亿美元），成功“躲过”美国海军的追踪。目前，这艘游轮正穿越印度尼西亚的龙目海峡，驶往廖内群岛。（央视新闻）

本周共有 16 家区块链初创公司融资总额达 2.706 亿美元。Sodot 在一轮并购（M&A）融资中从 MoonPay 融资 1 亿美元，为​本周最大融资。

美国中部时间5月2日周六，投资界的年度盛会——伯克希尔·哈撒韦公司2026年股东大会在奥马哈举行。

Nvidia has expanded its artificial intelligence portfolio with an investment in Legora through its corporate venture capital arm, NVentures. According to ChainCatcher, this marks Nvidia's first foray into the legal AI sector. Legora, a legal tech startup originating from Sweden, utilizes AI to enhance lawyers' efficiency and competes with U.S. company Harvey. NVentures joined Legora's shareholder structure in a $50 million Series D extension round, which included participation from Atlassian and other new investors. This round follows a $550 million Series D funding completed just a month prior. During this period, Legora, a Y Combinator alum, achieved an annual recurring revenue (ARR) milestone of $100 million, boosting its post-funding valuation to $5.6 billion. This valuation brings Legora closer to Harvey, which was valued at $11 billion last month. Other participants in the funding round included Andreessen Horowitz, Coatue Management, Conviction Partners, Elad Gil, Matt Miller's Evantic, and Kleiner Perkins.

伯克希尔的权威性不再依附于个人的魅力，而将建立在更为多元的运营体系之上。

当所有人还在盯着印尼电商、泰国旅游、新加坡金融的时候，一群中国AI创业者，已经悄悄把目光投向了——越南。

Hyperliquid,预测,polymarket,永续合约,预测市场们能赢得永续合约的竞赛吗？ 金色财经,永续合约和预测市场平台的融合可谓顺理成章。

巴菲特,为何全世界投资人 都奔赴巴菲特的奥马哈之约？ 金色财经,为啥伯克希尔的股东大会这么特别？

Polymarket 大多数用户都认为这个不该算 Yes，因为为时尚早，而且不符合判定规则。甚至连一些 Yes 持仓者也这么认为。

一季度暴露的结构性矛盾，关税与战争叠加的通胀粘性、沃什主导下缩表 + 维持高利率的政策组合、山寨市场供给过剩与资金枯竭的恶性循环。

鲍威尔,美联储,鲍威尔最后一场发布会 币圈听见了什么？ 金色财经,利好是真的，利空也是真的。

技术从哪里来，决定了它能去哪里，跨境并购正在从技术扩散的路径，变成技术流动的新考量。