Odaily Seer 先知频道监测显示，在 Polymarket“NBA 季后赛西部半决赛 G1 雷霆对战湖人”预测事件中，胜率超 55% 账号（地址：0xc8075693f48668a264b9fa313b47f52712fcc12b）购入 16 万美元雷霆与湖人总分小于 214.5，开仓均价 52.2¢。NBA 季后赛西部半决赛 G1 雷霆对战湖人将于北京时间明日早上 8 点半开赛。湖人本赛季与雷霆交锋战绩为 0 胜 4 负，并且场均输 29 分。此外，湖人当家球星东契奇将缺席明日比赛。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

a16z多位合伙人阐述为何推出新加密基金Crypto Fund 5并选择长期布局。

On May 6, Galaxy Securities reported that the artificial intelligence sector in April continued to show significant structural divergence within the industry. According to Jin10, hardware remains strong while software and applications are weaker. In the short term, the impact of geopolitical conflicts and fluctuating oil prices has diminished. However, the earnings season has led to a substantial outperformance in upstream computing infrastructure, particularly domestic computing power, exceeding expectations. Investors are increasingly favoring sectors and companies with strong performance certainty and high expectations. The structural divergence is expected to persist in the short term, with a recommendation to focus on the upstream computing infrastructure, especially the domestic computing power industry chain.

LME copper prices have rebounded from recent lows, driven by expectations of potential tariff policies and bargain buying. According to Jin10, Standard Chartered Bank has raised its copper price forecast for 2026. The question remains whether this is due to an improvement in fundamentals or a temporary rise influenced by market speculation.

The Bank of Korea has announced its intention to closely monitor inflation trends due to heightened uncertainty in the Middle East. According to Jin10, the central bank emphasized the importance of staying vigilant in the face of potential economic impacts stemming from geopolitical tensions in the region. The bank's statement reflects concerns over how these developments might influence inflationary pressures and overall economic stability.

The Bank of Korea has projected that inflation will rise in May. According to Jin10, this expectation comes amid ongoing economic assessments and market conditions. The central bank continues to monitor inflationary trends closely to inform its monetary policy decisions.

Odaily Seer 先知频道监测显示，在 Polymarket“美国是否会在 2027 年前入侵伊朗”预测事件中，盈利近 100 万美元账号（地址：0xbacd00c9080a82ded56f504ee8810af732b0ab35）购入 37 万美元“美国会在 2027 年前入侵伊朗”，开仓均价为 72¢。该预测事件结算规则为：如果美国在 2026 年 12 月 31 日美国东部时间晚上 11:59 之前发动旨在控制伊朗任何部分的军事进攻，则该市场将判定为“是”。否则，该市场将判定为“否”。昨晚，美国总统特朗普表示，“我们已经彻底摧毁了伊朗军队，伊朗毫无胜算，他们从来就没有过。他们自己也知道，而且在电话里也跟我说过。”Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

A newly established wallet, identified as 0xbA04, has been actively increasing its long position in Micron (MU), according to ChainCatcher. The wallet currently holds 10,443 shares of Micron, valued at $7.05 million, and has reported a profit exceeding $796,000.

According to Odaily, a Polymarket prediction event for the NBA Western Conference Semifinals Game 1 between the Thunder and the Lakers has seen significant activity. An account with a win rate exceeding 55% (address: 0xc8075693f48668a264b9fa313b47f52712fcc12b) has purchased $160,000 worth of shares predicting the total score will be under 214.5, with an average opening price of 52.2¢. The game is scheduled to start at 8:30 AM UTC+8. This season, the Lakers have lost all four encounters against the Thunder, with an average losing margin of 29 points. Additionally, the Lakers' star player, Luka Dončić, will be absent from the game.

Vivek Ramaswamy, endorsed by U.S. President Donald Trump, is expected to secure victory in the Republican primary for governor in Ohio. Bloomberg posted on X that NBC's projections indicate Ramaswamy's lead in the race. This development marks a significant moment in Ohio's political landscape, as Ramaswamy's campaign has gained substantial attention and support. The endorsement from President Trump has been a pivotal factor in Ramaswamy's campaign, bolstering his visibility and appeal among Republican voters. As the primary results unfold, Ramaswamy's projected win could shape the upcoming gubernatorial election in Ohio, setting the stage for a competitive race.

金色财经推出加密货币和区块链行业早报《金色早8点》3048期，为您提供最新、最快的数字货币和区块链行业新闻。

On May 05, 2026, 23:35 PM(UTC). According to Binance Market Data, BNB has dropped below 630 USDT and is now trading at 629.950012 USDT, with a narrowed narrowed 1.08% increase in 24 hours.

记得我10年前去台北拜访金融机构时，他们都在叹苦经：2016年1季度台湾省GDP同比下跌0.89%，且已经是连续三个季度下跌，而他们的薪水已经很多年没有上涨了。

5 月 4 日庭审：自打脸的炸弹，照见整个 AI 时代

西联汇款已正式进军稳定币领域，在Solana上推出了与美元挂钩的USDPT，此举标志着该公司正从传统的汇款渠道向基于区块链的结算体系进行重大转型。

BitMine已连续三周购入超过10万枚ETH，使其总持仓量突破518万枚ETH。该公司表示，由于通证化、人工智能应用以及质押收益的增长，以太坊的需求正在上升。

朝鲜被指控策划了2026年全球超过75%的加密货币犯罪，区块链分析公司TRM Labs估计，仅在过去四个月里，被盗资金就可能高达5.77亿美元。

Polygon 推出了基于零知识证明的隐私稳定币支付功能，该功能在执行合规检查的同时，还能隐藏交易细节。用户可为监管机构生成审计文件，旨在为机构用户提供兼具隐私保护与监管合规的链上支付服务。

Tether，这个以稳定币著称的加密金融巨头，正在将触角伸向比特币挖矿领域。

CLARITY Act立法进展对稳定币发行商和交易平台产生了直接影响，Circle股价盘中大涨近20%，USDC交易活跃度显著增加。