US consumers are seeing huge increases in gas costs: US consumer gas spending surged +16% YoY in March as the national average for gasoline soared to a record $4.12 a gallon, driven by the Iran War. Overall, Americans spent +25% more on fuel in March than in February.
BREAKING: China's crude oil production is up to a record 4.6 million barrels per day. In Q1 2026, total oil production in the country rose +1.3% YoY, to 4.4 million barrels per day. Since 2018, Chinese oil output has risen +1.0 million barrels per day.
Announcing GPT-Rosalind, our frontier model for life science research. This model is a step towards one of our most important goals — accelerating science and improving human outcomes. Excited to work with many amazing partners on deploying and improving this model.
A massive congratulations to @CoreWeave on securing three landmark deals in a single week with @Meta, @AnthropicAI, and @JaneStreetGroup. These high-demand workloads are supported by a sophisticated infrastructure stack capable of managing mixed-generation clusters.
Q1 Revenue $12.25B vs $12.18B est; EPS $1.23 vs $0.76 est; Net income $5.28B; FCF $5.09B; Q2 Revenue guide $12.57B vs $12.63B est; EPS guide $0.78 vs $0.84 est; stock -9% AH; Reed Hastings leaving board June after 29 years; $2.8B Warner Bros. breakup fee boosted Q1
Netflix $NFLX stock is now down by 9% in after hours following its earnings [QT @WOLF_Financial: NETFLIX $NFLX JUST REPORTED Q1 EARNINGS • Revenue: $12.25B vs $12.18B est 🟢 • EPS: $1.23 vs $0.76 est 🟢 • Net income: $5.28B • Free cash flow: $5.09B Q2 guidance: • Revenue: $12.57B vs $12.63B est 🔴 • EPS: $0.78 vs $0.84 est 🔴 • Operating margin: 32.6%
Raytheon $RTX was just awarded a $904.6M contract with the 🇺🇸 Army to support 'the low-rate initial production of five Lower Tier Air and Missile Defense System units'
10,000+ US service members, 12+ ships, 100+ aircraft; USS Abraham Lincoln (CVN 72), USS Michael Murphy (DDG 112), USS New Orleans (LPD 18), 31st MEU; Gulf of Oman, Arabian Sea; NOT blockading Strait of Hormuz; zero violations so far
USS Abraham Lincoln (CVN 72) transits the Arabian Sea as the United States blockades Iran's ports and coastline. U.S. forces are NOT blockading the Strait of Hormuz. More than 10,000 American service members, 12+ ships, and 100+ aircraft have enforced the blockade in regional
10-day ceasefire Israel-Lebanon, effective April 16; airstrikes minutes before ceasefire; Hezbollah not confirmed compliance; Iran demands full Israeli withdrawal from south Lebanon
President Trump announced a ceasefire deal that would suspend fighting between Israel and Hezbollah for ten days. Hezbollah has not said whether it will comply with the ceasefire, which took effect just a short time ago. Trump also says leaders from Israel and Lebanon are
largest broker in america adds crypto via @paxos $10 trillion in assets, 38m retail accoints, nearly 6m workplace accounts [QT @CharlesSchwab: Schwab Crypto™ is on the way. Schwab Crypto accounts will provide direct access to Bitcoin and Ethereum trading, in-depth digital assets education, and more.]
US consumers are seeing huge increases in gas costs: US consumer gas spending surged +16% YoY in March as the national average for gasoline soared to a record $4.12 a gallon, driven by the Iran War. Overall, Americans spent +25% more on fuel in March than in February.
The near-closure of the Strait of Hormuz and the serious damage sustained by Qatar's LNG export plant has sent prices higher and buyers scrambling for alternatives
BREAKING: China's crude oil production is up to a record 4.6 million barrels per day. In Q1 2026, total oil production in the country rose +1.3% YoY, to 4.4 million barrels per day. Since 2018, Chinese oil output has risen +1.0 million barrels per day.
NFLX Q1: Rev $12.25B vs $12.18B est; EPS $1.23 vs $0.76 est; Net income $5.28B; FCF $5.09B; Q2 Rev guide $12.57B vs $12.63B est; EPS guide $0.78 vs $0.84 est; Operating margin 32.6%; stock -9% AH; Reed Hastings resignation; $2.8B Warner Bros. breakup fee
Netflix $NFLX stock is now down by 9% in after hours following its earnings. NETFLIX $NFLX JUST REPORTED Q1 EARNINGS • Revenue: $12.25B vs $12.18B est 🟢 • EPS: $1.23 vs $0.76 est 🟢 • Net income: $5.28B • Free cash flow: $5.09B Q2 guidance: • Revenue: $12.57B vs $12.63B est 🔴 • EPS: $0.78 vs $0.84 est 🔴 • Operating margin: 32.6%
Raytheon $RTX was just awarded a $904.6M contract with the 🇺🇸 Army to support 'the low-rate initial production of five Lower Tier Air and Missile Defense System units'
Kailera, a clinical-stage biotechnology company focused on obesity, raised $625 million in an upsized IPO, marking the sector's biggest US listing since 2021
31st MEU + USS New Orleans (LPD 18); blockade operations against Iran, April 16; CENTCOM: forces 'ready and postured to enforce the blockade'; F-16s conducting readiness flights
U.S. Marines from the 31st Marine Expeditionary Unit, and Sailors assigned to amphibious transport dock ship USS New Orleans (LPD 18) support blockade operations against Iran, April 16. U.S. forces are ready and postured to enforce the blockade.
Israel-Hezbollah: 10-day ceasefire announced by Trump; Hezbollah has NOT confirmed compliance; Israel-Lebanon leader meeting expected; ceasefire took effect
President Trump announced a ceasefire deal that would suspend fighting between Israel and Hezbollah for ten days. Hezbollah has not said whether it will abide by the ceasefire. Trump also says leaders from Israel and Lebanon are expected to meet soon in hopes of reaching a more permanent agreement.
The House rejected a resolution Thursday requiring President Donald Trump to withdraw U.S. forces from the war with Iran unless Congress authorizes military action. The 213-214 vote came one day after a similar effort failed in the Senate.
The UK and France will host a summit to discuss setting up a naval force that would ensure freedom of navigation in the Strait of Hormuz, as Europe seeks to rebut US claims that it's not doing enough to secure the waterway
hyperliquid's real moat isn't the tech. it's that regulation makes it illegal for binance to offer permissionless listings. $154b in HIP-3 volume across markets that no compliant CEX can ever create. 34% of all perp DEX volume at $6b daily. every token binance delists, every...
US consumers are seeing huge increases in gas costs: US consumer gas spending surged +16% YoY in March as the national average for gasoline soared to a record $4.12 a gallon, driven by the Iran War. Overall, Americans spent +25% more on fuel in March than in February.
The near-closure of the Strait of Hormuz and the serious damage sustained by Qatar's LNG export plant has sent prices higher and buyers scrambling for alternatives
BOJ Governor Ueda says he sees upside risks to prices and downside risks to the economy stemming from the Middle East conflict, and the board will decide on appropriate policy for achieving its 2% inflation goal when it meets this month
Q1 Rev: $12.25B vs $12.18B est; EPS: $1.23 vs $0.76 est; Net income $5.28B; FCF $5.09B; Q2 Rev guide $12.57B vs $12.63B est; -9% AH; Reed Hastings resigned
Netflix $NFLX stock is now down by 9% in after hours following its earnings. Q1: Revenue $12.25B vs $12.18B est, EPS $1.23 vs $0.76 est. Net income $5.28B. Free cash flow $5.09B. Q2 guidance: Revenue $12.57B vs $12.63B est, EPS $0.78 vs $0.84 est.
Kailera, a clinical-stage biotechnology company focused on obesity, raised $625 million in an upsized IPO, marking the sector's biggest US listing since 2021
USS Delbert D. Black (DDG 119) enforcing blockade; all ships entering/departing Iranian ports and coastal areas; F-16s on readiness flights in CENTCOM AOR
Sailors aboard guided-missile destroyer USS Delbert D. Black (DDG 119) stand watch as U.S. forces remain vigilant and enforce the blockade against ships attempting to enter or depart Iranian ports and coastal areas.
President Trump announced a ceasefire deal that would suspend fighting between Israel and Hezbollah for ten days. Hezbollah has not said whether it will abide by the ceasefire. Trump also says leaders from Israel and Lebanon are expected to meet soon in hopes of reaching a permanent agreement.
The House rejected a resolution Thursday requiring President Donald Trump to withdraw U.S. forces from the war with Iran unless Congress authorizes military action. The 213-214 vote came one day after a similar effort failed in the Senate.
Trump: renewed optimism on permanent US-Iran ceasefire; China FM: priority to push US-Iran back to negotiations; Gulf/European states: ~6 months for deal; oil falls
A looming jet fuel shortage in Europe and Asia sparked by the Iran war could further upend world travel within weeks if oil doesn't start flowing again soon — meaning higher airfares and flight cancellations as the summer travel season approaches.
The 🇺🇸 government is planning to make a version of Anthropic's frontier AI model Mythos available to major federal agencies amid concerns that the tool could sharply increase cybersecurity risks - Reuters
Television shopping network QVC Group filed for bankruptcy Thursday as part of a plan to cut more than $5 billion of debt, as declining viewership and a shift to online retail weighed on sales and squeezed margins
Kailera, a clinical-stage biotechnology company focused on obesity, raised $625 million in an upsized IPO, marking the sector's biggest US listing since 2021
USS Delbert D. Black (DDG 119) enforcing blockade on Iranian ports; US-Iran negotiations potentially resuming this weekend; Gulf/European states estimate 6 months for deal
Sailors aboard guided-missile destroyer USS Delbert D. Black (DDG 119) stand watch as U.S. forces remain vigilant and enforce the blockade against ships attempting to enter or depart Iranian ports and coastal areas.
The House rejected a resolution Thursday requiring President Donald Trump to withdraw U.S. forces from the war with Iran unless Congress authorizes military action. The 213-214 vote came one day after a similar effort failed in the Senate.
Israel-Lebanon ceasefire: first 10 days agreed; Netanyahu responding to Trump pressure to enable US-Iran negotiations; Trump says Israel-Lebanon leaders to meet soon
"Netanyahu was under pressure to respond to President Trump's demand that there be a ceasefire so that the U.S.-Iran negotiations could proceed," Kim Ghattas says. "We will have to see whether they extend beyond the first 10 days that have been agreed."
ethena just moved from 90% perp futures to 11% and replaced it with institutional lending through maple, anchorage, and coinbase. $5.2b in USDe reserves completely restructured. the existential risk of negative funding rates is gone. but here's the problem: maple SYRUP yield
A looming jet fuel shortage in Europe and Asia sparked by the Iran war could further upend world travel within weeks if oil doesn't start flowing again soon — meaning higher airfares and flight cancellations as the summer travel season approaches.
Global gold demand is being primarily driven by emerging markets: Emerging markets have accounted for 70% of world gold demand over the last 10 years. Greater China alone made up 27% of global demand, the largest portion of any region, followed by India at 21%.
Alt chip season really kicking off [QT @anissagardizy8: SCOOP: OpenAI agreed to pay Cerebras more than $20 billion to use the firms chips over the next three years—in exchange for equity rights. - OpenAI's spending could reach $30B, which could give OpenAI warrants for 10% of Cerebras - OpenAI has also agreed to provide Cerebras]
The 🇺🇸 government is planning to make a version of Anthropic's frontier AI model Mythos available to major federal agencies amid concerns that the tool could sharply increase cybersecurity risks - Reuters
Falcon Heavy will launch the Rosalind Franklin rover to Mars in late 2028 [QT @NASAMars: NASA has given approval to begin implementing its project to support @ESA's Rosalind Franklin mission. Scheduled to launch in 2028, this Mars rover will be the first to search for signs of past or present life under the Red Planet's surface.]
BREAKING: President Trump says today "may have been a historic day for Lebanon" and "good things are happening." The Lebanon-Israel ceasefire has officially taken effect.
USS Abraham Lincoln (CVN 72) conducts U.S. blockade operations in the Arabian Sea, April 16. The ship's embarked carrier air wing includes eight F-35C stealth fighters, F/A-18 fighter jets, EA-18G electronic attack aircraft, E-2D command and control planes, MH-60 helicopters and
Chinese Foreign Minister Wang Yi pledged to deepen relations with Rome in a meeting with his Italian counterpart, as a split worsens between US President Donald Trump and Prime Minister Giorgia Meloni
ethena just moved from 90% perp futures to 11% and replaced it with institutional lending through maple, anchorage, and coinbase. $5.2b in USDe reserves completely restructured. the existential risk of negative funding rates is gone. but here's the problem: maple SYRUP yield
Industrial metals jumped to a record high on the London Metal Exchange, driven gains in aluminum after the Middle East war disrupted supplies, as well as a recent revival in copper
Alt chip season really kicking off [QT @anissagardizy8: SCOOP: OpenAI agreed to pay Cerebras more than $20 billion to use the firms chips over the next three years—in exchange for equity rights. - OpenAI's spending could reach $30B, which could give OpenAI warrants for 10% of Cerebras - OpenAI has also agreed to provide Cerebras]
Correct me if I am wrong, but this the first time OpenAi is more broadly offering a domain-specific model. I'm glad it's in the bio space! Domains like bio+health have unique data types and specialized knowledge+reasoning. These domains therefore warrant custom fine-tuned models
Netanyahu was under pressure to respond to President Trump's demand that there be a ceasefire so that the U.S.-Iran negotiations could proceed. We will have to see whether they extend beyond the first 10 days that have been agreed.
USS Abraham Lincoln (CVN 72) conducts U.S. blockade operations in the Arabian Sea, April 16. The ship's embarked carrier air wing includes eight F-35C stealth fighters, F/A-18 fighter jets, EA-18G electronic attack aircraft, E-2D command and control planes, MH-60 helicopters
ethena just moved from 90% perp futures to 11% and replaced it with institutional lending through maple, anchorage, and coinbase. $5.2b in USDe reserves completely restructured. the existential risk of negative funding rates is gone. but here's the problem: maple SYRUP yield
galaxy digital publicly disclosed using polymarket to hedge regulatory event risk on 3 portfolio companies in Q1 2026, saving $1.8m vs traditional structured products. prediction markets now have $340m open interest, 0.4% spreads from wintermute and GSR making markets
Industrial metals jumped to a record high on the London Metal Exchange, driven gains in aluminum after the Middle East war disrupted supplies, as well as a recent revival in copper
Correct me if I am wrong, but this the first time OpenAi is more broadly offering a domain-specific model. I'm glad it's in the bio space! Domains like bio+health have unique data types and specialized knowledge+reasoning. These domains therefore warrant custom fine-tuned models
BREAKING: President Trump says today "may have been a historic day for Lebanon" and "good things are happening." The Lebanon-Israel ceasefire has officially taken effect.
USS Abraham Lincoln (CVN 72) conducts U.S. blockade operations in the Arabian Sea, April 16. The ship's embarked carrier air wing includes eight F-35C stealth fighters, F/A-18 fighter jets, EA-18G electronic attack aircraft, E-2D command and control planes, MH-60 helicopters
ethena just moved from 90% perp futures to 11% and replaced it with institutional lending through maple, anchorage, and coinbase. $5.2b in USDe reserves completely restructured. the existential risk of negative funding rates is gone. but here's the problem: maple SYRUP yield
The future is MCP/CLI [QT @Benioff: Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless]
Netflix Chairman Reed Hastings is quitting the streaming service he co-founded 29 years as the company is searching for new avenues of growth as sales slow due to competition.
Anthropic Mythos model; AI-powered cyberattacks (government + enterprise concern); CEO White House meeting Friday (Axios); India fintech firms seeking early access
TODAY: Anthropic's Mythos model has governments and companies worried about AI-powered cyberattacks. Bloomberg journalists answer your questions in a Live Q&A starting at 1:30 p.m. EDT.
We've just witnessed one of the fastest market recoveries over the past 75+ years. I'm surprised last April didn't make the cut because $SPY and $QQQ did bounce back slightly faster in April 2025 off the lows versus April 2026 off the lows (within an average of 50 bps)
'The international order is crumbling into disarray,' says Chinese leader Xi Jinping. After peace talks between the US and Iran floundered, world leaders are rushing to meet with Xi, signaling growing expectations for China to be a credible force for peace
TODAY: Anthropic's Mythos model has governments and companies worried about AI-powered cyberattacks. Bloomberg journalists answer your questions in a Live Q&A starting at 1:30 p.m. EDT.
Texas man charged with attempted murder of Sam Altman; Molotov cocktail at Altman's home; suspect carried anti-AI manifesto warning of humanity's 'impending' doom
A Texas man has been charged with attempted murder of Sam Altman after he threw a Molotov cocktail at the tech CEO's home last week. Prosecutors say that the suspect was carrying a document warning that artificial intelligence companies would cause humanity's "impending
Polestar $PSNY just announced the company had a net loss of $2.36 Billion in 2025 up from $2.05B in 2024. $2.36B is the biggest annual loss Polestar has reported
"The international order is crumbling into disarray," says Chinese leader Xi Jinping. After peace talks between the US and Iran floundered, world leaders are rushing to meet with Xi, signaling growing expectations for China to be a credible force for peace
BREAKING: A second round of US-Iran peace talks are expected in Pakistan this weekend, likely on Sunday, per Axios. US oil prices are falling below $90/barrel on the news.
BoE inflation target 'somewhat at risk'; Pill: 'I'm not sure waiting is necessarily the right response'; primacy of 2% inflation target emphasized; more slack in labour market vs 2022
Anthropic Mythos; AI-powered cyberattacks concerns; CEO meets White House Chief of Staff Susie Wiles Friday; India fintechs seeking early access; trained on Google TPUv7
TODAY: Anthropic's Mythos model has governments and companies worried about AI-powered cyberattacks. Bloomberg journalists answer your questions in a Live Q&A starting at 1:30 p.m. EDT.
BREAKING: S&P 500 futures surge to a new record high on reports of a second round of US-Iran peace talks. This puts the index over +12% higher since the March 30th low. A massive short squeeze is underway.
Polestar $PSNY just announced the company had a net loss of $2.36 Billion in 2025 up from $2.05B in 2024 $2.36B is the biggest annual loss Polestar has reported
Iran announced that the Strait of Hormuz is now 'completely open' for commercial traffic, a major step toward ending a war with the US and Israel that's sent energy prices surging
Anthropic Mythos: governments & companies worried about AI-powered cyberattacks; trained on Google TPUv7; India fintechs seeking early access; Bloomberg Live Q&A 1:30pm EDT
TODAY: Anthropic's Mythos model has governments and companies worried about AI-powered cyberattacks. Bloomberg journalists answer your questions in a Live Q&A starting at 1:30 p.m. EDT.
Anthropic于2026年4月17日发布Claude Opus 4.7，定位为Opus 4.6与尚未公开的Mythos Preview之间的"显著改进"中间版本。
Claude Opus 4.7 released April 17, 2026; described as "notable improvement" between Opus 4.6 and not-yet-public Mythos Preview
Opus 4.7的发布与Mythos网络安全争议并行，显示Anthropic采用分阶段节奏管理前沿模型的公开发布。版本号的精确定位（4.6→4.7→Mythos Preview）暗示Anthropic正在谨慎控制最强能力模型的对外开放时序，兼顾商业落地与安全管控。
Welcome to April 17, 2026 The Singularity now ships on a schedule. Anthropic released Claude Opus 4.7, a "notable improvement" at the midpoint between Opus 4.6 and the not-yet-public Mythos Preview, the decimal triangulating
一名德克萨斯州男子因上周向OpenAI CEO Sam Altman住所投掷燃烧弹被指控谋杀未遂，嫌疑人随身携带文件警告AI公司将导致人类"迫在眉睫的灭绝"。
Texas man charged with attempted murder; Molotov cocktail thrown at Sam Altman's home; suspect carried document warning AI companies causing humanity's "impending" doom
A Texas man has been charged with attempted murder of Sam Altman after he threw a Molotov cocktail at the tech CEO's home last week. Prosecutors say that the suspect was carrying a document warning that artificial intelligence companies would cause humanity's "impending
S&P 500 futures new record high; +12% from March 30 low; massive short squeeze; systematic buying ~$86B past week (top 5 all-time); GS models ~$70B more over next 5 sessions
BREAKING: S&P 500 futures surge to a new record high on reports of a second round of US-Iran peace talks. This puts the index over +12% higher since the March 30th low. A massive short squeeze is underway.
Trump: "THE STRAIT OF HORMUZ IS COMPLETELY OPEN AND READY FOR BUSINESS AND FULL PASSAGE"; Iran FM: "completely open for remaining period of ceasefire"; US naval blockade remains until deal finalized; Polymarket: 63% Trump lifts blockade by Sunday
BREAKING: A second round of US-Iran peace talks are expected in Pakistan this weekend, likely on Sunday, per Axios. US oil prices are falling below $90/barrel on the news.
The Trump administration is said to be considering a deal to unfreeze $20 billion in Iranian assets in exchange for Iran's uranium stockpiles. Tyler Kendall reports
Anthropic Mythos model; governments and companies worried about AI-powered cyberattacks; Bloomberg Live Q&A 1:30pm EDT; FT Chinese: 'Mythos cybersecurity storm signals AI scarcity economy era'
TODAY: Anthropic's Mythos model has governments and companies worried about AI-powered cyberattacks. Bloomberg journalists @shiringhaffary @EdLudlow @_ToddGillespie and Margi Murphy answer your questions in a Live Q&A starting at 1:30 p.m. EDT.
Strait of Hormuz 'completely open' for commercial vessels (ceasefire-linked); IRGC coordination required; designated routes only; US naval blockade remains; Iran removing sea mines with US help; 24 vessels crossed in prior 24hrs (Kpler data); military vessels still barred
BREAKING: Iran officially reopens the Strait of Hormuz for ALL commercial vessels for the remaining period of the ceasefire. Iran's statement below: "In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire."
BREAKING: The US is considering a "$20 billion cash-for-uranium deal" with Iran as part of a new "3 page peace plan," per Axios. Details include: 1. The US and Iran are negotiating over a 3-page plan to end the war 2. One element under discussion is that the US would release [frozen Iranian funds in exchange for Iran's enriched uranium stockpile]
Trump: Israel 'prohibited by USA' from bombing Lebanon; 10-day ceasefire; Netanyahu: 'not yet finished the job against Hezbollah'; IDF nationwide return to normal activities Saturday; Hezbollah: 'cautiously committed' to ceasefire; Trump: US will get 'all nuclear dust' from Iran
BREAKING: President Trump says Israel is now "prohibited by the USA" from bombing Lebanon. Trump also says the US will get "all nuclear dust" from Iran.
BTC above $77,000; highest since Feb 3, 2026; first daily close above 100MA since Oct 9, 2025 (189 days); Crypto Fear & Greed Index 21/100 (Extreme Fear)
伊朗外长宣布霍尔木兹海峡对所有商业船只完全开放（适用于黎以停火期间），同时美国宣布海上封锁维持至伊核协议"100%完成"；截至今日，USS Rafael Peralta（DDG 115）已迫使19艘船只返回伊朗港口
Strait of Hormuz fully open to commercial vessels during 10-day ceasefire; US naval blockade remains; 19 ships turned back by USS Rafael Peralta (DDG 115); Iran: vessels need IRGC coordination via designated routes
Guided-missile destroyer USS Rafael Peralta (DDG 115) directs a merchant vessel to return to an Iranian port as it enforces the U.S. blockade, April 17. Since commencement of the blockade, 19 ships have complied with direction from U.S. forces to turn around and return to Iran.
BREAKING: The US is considering a '$20 billion cash-for-uranium deal' with Iran as part of a new '3 page peace plan,' per Axios. Details include: 1. The US and Iran are negotiating over a 3-page plan to end the war 2. One element under discussion is that the US would release [frozen Iranian funds in return for Iran giving up its uranium stockpile]
Trump: Israel 'prohibited by the USA' from bombing Lebanon; IDF: nationwide return to normal activities on Saturday; 10-day ceasefire holds; Hezbollah bloc warns Lebanon government of 'extremely dangerous phase'
BREAKING: President Trump says Israel is now 'prohibited by the USA' from bombing Lebanon. Trump also says the US will get 'all nuclear dust' from Iran.
Fed Daly: 'wait-and-observe mode'; oil shock more inflationary than growth effect; pre-shock view: 1-2 cuts in 2026; if conflict ends quickly could cut; if persists may need to raise rates
Anthropic Labs推出Claude Design，可通过对话生成原型、幻灯片和单页文档，由Claude Opus 4.7驱动；Figma股价当日下跌7%，较2025年8月IPO价格已累计下跌85%
Claude Design by Anthropic Labs (Opus 4.7); Figma -7% on day, -85% from Aug 2025 IPO; FSB gathering info on Mythos model AI cyberattack risks; Dario Amodei to meet White House
Claude Design直接进攻Figma核心设计原型场景，市场即刻以Figma股价重挫回应。与此同时，FSB正就Anthropic Mythos模型对AI驱动网络攻击的潜在系统性风险进行信息收集，Anthropic CEO阿莫迪将与白宫会面讨论，显示Anthropic在商业竞争与监管压力两条战线同步应对。
Figma tanked 7% today on this news. Now down 85% from IPO in Aug 2025
S&P 500 first time above 7,100 (ATH); Dow +1,005 pts (+2.1%); Nasdaq +1.5% (ATH); Russell 2000 +2% (ATH); all four major indexes ATH same day; software ETF on track for best week in 25 years
霍尔木兹海峡重开与中东和平预期推动美股全线创历史新高，标普500一年内从5300升至7100点。软件股ETF本周涨幅有望创25年最佳纪录，市场在不到36年最快速度之一完成了本轮大反转。Fundstrat Tom Lee认为反弹仍有余力。
The S&P 500 just climbed above 7,100 for the first time ever. Here is a history of S&P 500 milestones: 1,000 - February 1998; 2,000 - August 2014; 3,000 - July 2019; 4,000 - April 2021; 5,000 - February 2024; 6,000 - November 2024; 7,000 - January 2026
Strait of Hormuz declared 'completely open' for commercial vessels (10-day ceasefire condition); IRGC coordination & designated routes required; reports of transit tolls (Fox); US naval blockade remains; US Navy advisory: mine threat not fully understood in parts of strait; Maersk/Hapag-Lloyd awaiting risk assessment
Iran agrees to 'unlimited suspension' of nuclear program; 3-page MOU under negotiation; deal 'mostly complete'; Pakistani mediators; Trump: no frozen funds, no money exchange; Iran officials claim asset release was part of deal; negotiations include $20B for uranium stockpile per separate report
BREAKING: President Trump says Iran has agreed to suspend its nuclear program indefinitely, and will not receive any frozen funds from the US, per Bloomberg. Details include: 1. Trump says that a deal to end the war between the US/Israel and Iran is now 'mostly complete'
Trump: Israel 'prohibited by the USA' from bombing Lebanon; Netanyahu: will give opportunity for integrated political-military solution; US will retrieve 'all nuclear dust' from Iran; Trump: 'We will Make Lebanon Great Again'
BREAKING: President Trump says Israel is now 'prohibited by the USA' from bombing Lebanon. Trump also says the US will get 'all nuclear dust' from Iran.
BTC >$78K (first above $77K since Feb 3, 2026); ~$104.4M crypto short liquidations in 1 hour; IBIT +19% since Iran strike; IBIT up nearly every day for 3 weeks
Fed Daly: pre-shock baseline = 1-2 cuts in 2026; oil shock has 'more inflation effect than growth effect'; 'wait-and-observe mode'; zero job growth 'could be new steady state'
FSB gathering systemic risk info on Anthropic Mythos; Dario Amodei to meet White House; governments and companies worried about AI-powered cyberattacks
The Financial Stability Board is gathering information from members about potential risks posed by Anthropic's Mythos model as it look to share insights more broadly among its network of regulators and central bankers
The S&P 500 just climbed above 7,100 for the first time ever. Here is a history of S&P 500 milestones: 1,000 - February 1998 / 2,000 - August 2014 / 3,000 - July 2019 / 4,000 - April 2021 / 5,000 - February 2024 / 6,000 - November 2024 / 7,000 - January 2026
BREAKING: President Trump says Iran has agreed to suspend its nuclear program indefinitely, and will not receive any frozen funds from the US, per Bloomberg. Details include: 1. Trump says that a deal to end the war between the US/Israel and Iran is now "mostly complete"
Iran declared the Strait of Hormuz "completely open" for the remainder of a ceasefire, in what's seen as a breakthrough toward a potentially lasting peace in the war with the US and Israel.
CENTCOM: >10,000 US sailors, marines, airmen enforcing blockade; USS Abraham Lincoln (CVN 72) + USS Delbert D. Black (DDG 119) deployed; Trump: blockade stays until deal finalized
An F/A-18E Super Hornet taxis on the flight deck of Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) as it sails alongside the USS Delbert D. Black (DDG 119), April 16. Over 10,000 U.S. Sailors, Marines, and Airmen are enforcing the blockade against ships attempting
$IBIT has been up nearly every single day in the last 3wks, incl a 3.5% jump today, now +19% since Iran strike/death of the morning dump bogeyman (or at least the perception of it)
Fed's Waller: Periods of negative job growth might not indicate recession. Fed's Waller: As the longer Middle East war remains unresolved, inflation and job risks increase. Fed's Waller: March headline PCE inflation likely to hit 3.5% YoY. Fed's Waller: If there is a quick [resolution]
Anthropic CEO Dario Amodei定于周五与白宫幕僚长Susie Wiles会面，讨论特朗普政府对Mythos AI模型的大规模访问权限，该模型已引发政府及企业对AI网络攻击能力的担忧。
Anthropic CEO Amodei meeting White House Chief of Staff Susie Wiles re: Mythos model government access; Mythos flagged for AI-powered cyberattack capabilities
Anthropic Dario Amodei is scheduled to meet on Friday with White House Chief of Staff Susie Wiles as the Trump administration seeks wider US government access to the company's powerful new Mythos AI model.
Cerebras files for IPO today; last valued $8.1B; OpenAI to spend $20B+ on Cerebras through 2028, receives warrants; Cerebras competes with NVIDIA for AI inference
AI Chipmaker Cerebras is reportedly planning to file to go public today through a IPO [QT @TreasuryEdge: AI CHIPMAKER CEREBRAS IS FILING FOR IPO TODAY Last valued at $8.1B. OpenAI is now planning to spend over $20B on Cerebras products through 2028 and will receive warrants to buy Cerebras shares as part of the deal. Cerebras builds chips that compete with NVIDIA for running AI]
Anthropic发布Claude Design工具，用户可通过对话生成原型、幻灯片及单页文档，由Claude Opus 4.7驱动；Figma股价当日下跌7%，较2025年8月IPO价格累计下跌85%。
Claude Design launched (powered by Claude Opus 4.7); Figma -7% on day, -85% from Aug 2025 IPO; available in research preview on Pro/Max/Team/Enterprise plans
Claude Design直接切入Figma的核心设计工具市场，市场将其视为对Figma商业模式的重大威胁。Figma自上市以来已深陷AI替代叙事，此次发布进一步证实投资者"AI颠覆设计软件工具"的核心担忧；同日Cursor估值50亿美元融资消息共同勾勒出AI对传统软件工具的全面蚕食图景。
Figma tanked 7% today on this news Now down 85% from IPO in Aug 2025 [QT @claudeai: Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.]
BREAKING: President Trump says Iran has agreed to suspend its nuclear program indefinitely, and will not receive any frozen funds from the US, per Bloomberg. Details include: 1. Trump says that a deal to end the war between the US/Israel and Iran is now 'mostly complete' 2.
CENTCOM: 10,000+ US Sailors, Marines, Airmen enforcing blockade of Iranian ports and coastal areas; USS Abraham Lincoln (CVN 72) + USS Delbert D. Black (DDG 119) deployed
An F/A-18E Super Hornet taxis on the flight deck of Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) as it sails alongside the USS Delbert D. Black (DDG 119), April 16. Over 10,000 U.S. Sailors, Marines, and Airmen are enforcing the blockade against ships attempting
European-led coalition offered Hormuz military security help; German Chancellor Merz wants US involvement in European-led mission; Trump warned NATO members to keep distance
A European-led coalition offered military help to secure safe passage through the Strait of Hormuz hours after Iran said it would open the critical waterway, even as President Trump warned NATO members to keep a distance (translation via AP)
chainlink CCIP is moving $27b daily in cross-chain volume. that's more than most L1 blockchains process. $7.1b market cap on infrastructure settling $9.85t annualized. commodity classification landed april 17. grayscale and bitwise ETFs hold 1.5% of circulating supply with zero
Federal Reserve Governor Christopher Waller says he is cautious about the need to lower interest rates in the near term due to the energy shock triggered by war in Iran during remarks at Auburn University
Anthropic Mythos → major federal agencies; Amodei meeting White House Chief of Staff Susie Wiles (Friday); model raises concerns about AI-powered cyberattacks
I've decided to leave OpenAI. Below is the note I shared with my team. Building Sora zero-to-one with you all has been the honor and adventure of a lifetime. As this team knows well, one of the best parts of working on video is that you can see the scaling behavior with your
Amazon, Microsoft and Alphabet's Google have each recently abandoned construction of multibillion-dollar data centers over community opposition and now the companies are coming under shareholder pressure over the environmental impact of their projects, per Reuters
AI Chipmaker Cerebras is reportedly planning to file to go public today through a IPO. Last valued at $8.1B. OpenAI is now planning to spend over $20B on Cerebras products through 2028 and will receive warrants to buy Cerebras shares as part of the deal.
Cursor, a leading AI startup for coding, is in advanced talks with investors to raise about $2 billion in a funding round at a valuation of more than $50 billion, not including the investment.
I guess the Strait isn't open after all [QT @Osinttechnical: Numerous ships making the break for the Strait of Hormuz this evening have made abrupt U-turns and are heading back towards the Persian Gulf. Over a dozen ships have already turned back.]
We will not allow Iraq's terrorist militias, backed by Iran, to threaten American lives or interests. Those who enable these militias' violence will be held accountable.
chainlink CCIP is moving $27b daily in cross-chain volume. that's more than most L1 blockchains process. $7.1b market cap on infrastructure settling $9.85t annualized. commodity classification landed april 17. grayscale and bitwise ETFs hold 1.5% of circulating supply with zero
"Unfortunately, to me, the oil futures prices I cited and securities markets in general seem to be undervaluing the risk that the conflict continues, the Strait remains closed, and disruptions to production and shipping keep energy prices high, which I [keep energy prices elevated]"
Anthropic Dario Amodei is scheduled to meet on Friday with White House Chief of Staff Susie Wiles as the Trump administration seeks wider US government access to the company's powerful new Mythos AI model.
Cursor, a leading AI startup for coding, is in advanced talks with investors to raise about $2 billion in a funding round at a valuation of more than $50 billion, not including the investment.
S&P 500 ATH close: 7,126; +$7.3T since March 30 low; fastest recovery since 1982; NASDAQ 100: 13-day win streak, longest since Jan 1992; software stocks best week since 2001
BREAKING: The S&P 500 closes at its highest level on record and officially posts its fastest recovery since 1982. The S&P 500 has now added +$7.3 TRILLION since its low on March 30th.
Meta Plans Broad Layoffs in May, With More Cuts Said to Follow Later in 2026. $META Meta is said to be planning the first wave of companywide layoffs on May 20, according to sources The May 20th layoffs are expected to affect around 10% of Meta's total workforce Sources say Meta
AI Chipmaker Cerebras is reportedly planning to file to go public today through a IPO. Last valued at $8.1B. OpenAI is now planning to spend over $20B on Cerebras products through 2028 and will receive warrants to buy Cerebras shares as part of the deal. Cerebras builds chips that compete with NVIDIA for running AI
Trump: Iran agreed to suspend nuclear program indefinitely, no frozen funds; Iran FM: 60% enriched uranium stays in Iran, 'sacred'; Monday talks in Islamabad; possible $20B deal, $6B frozen assets first phase
President Donald Trump said in a phone interview on Friday that Iran agreed to suspend its nuclear program indefinitely, and will not receive any frozen funds from the US in exchange for the move.
Iran tells mediators that the re-opening of Hormuz is still limited - WSJ. Iran has informed mediators that it will continue to limit the number of ships allowed to cross the Strait of Hormuz and charge tolls for the duration of the cease-fire, according to officials familiar
Lebanon ceasefire: bars Israeli offensive action, preserves self-defense right; Trump Truth post on Lebanon strikes 'prohibited' — Netanyahu sought clarification from White House
Hyperliquid: $900M profit, 11 employees, 100% burned into HYPE; zero VC allocation; zero unlock schedule; vs dYdX/Vertex/GMX with billions in VC tokens vesting through 2027
hyperliquid generated $900m in profit with 11 people and burned it all back into HYPE. no VC allocation. no unlock schedule. no future dumps. meanwhile dydx, vertex, and gmx are sitting on billions in VC tokens vesting through 2027. the 2026 unlock cliff will separate protocols
Federal Reserve Governor Christopher Waller says he is cautious about the need to lower interest rates in the near term due to the energy shock triggered by war in Iran during remarks at Auburn University
BREAKING: The S&P 500 closes at its highest level on record and officially posts its fastest recovery since 1982. The S&P 500 has now added +$7.3 TRILLION since its low on March 30th.
The US Federal Aviation Administration has brought in Palantir $PLTR and other companies to compete on a new AI tool for air traffic management - Bloomberg
Cursor, a leading AI startup for coding, is in advanced talks with investors to raise about $2 billion in a funding round at a valuation of more than $50 billion, not including the investment.
Meta Plans Broad Layoffs in May, With More Cuts Said to Follow Later in 2026. $META Meta is said to be planning the first wave of companywide layoffs on May 20, according to sources The May 20th layoffs are expected to affect around 10% of Meta's total workforce Sources say Meta
The TV shopping network QVC announced Thursday it intends to file for Chapter 11 bankruptcy protection. The network, which also owns the Home Shopping Network, has faced stiff competition as viewers turn away from traditional television and towards influencer-sold products on
Strait of Hormuz: reopened but Iran limits ships + charges tolls for ceasefire duration; 60% enriched uranium stays in Iran; Iran denies uranium transfer to US
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
We will not allow Iraq's terrorist militias, backed by Iran, to threaten American lives or interests. Those who enable these militias' violence will be held accountable.
Hyperliquid: $900M profit, 11-person team, 100% burned into $HYPE; no VC allocation, no vesting schedule; dYdX/Vertex/GMX have billions in VC tokens vesting through 2027
hyperliquid generated $900m in profit with 11 people and burned it all back into HYPE. no VC allocation. no unlock schedule. no future dumps. meanwhile dydx, vertex, and gmx are sitting on billions in VC tokens vesting through 2027. the 2026 unlock cliff will separate protocols
The US unemployment rate would be materially higher without the US budget deficit: The US federal budget deficit stands at -7.0% of nominal GDP, twice the 2018-2019 pre-pandemic levels. In nominal terms, the budget gap reached $1.2 trillion over the first 6 months of FY2026
I've decided to leave OpenAI. Below is the note I shared with my team. Building Sora zero-to-one with you all has been the honor and adventure of a lifetime. As this team knows well, one of the best parts of working on video is that you can see the scaling behavior with your
White House chief of staff Susie Wiles plans to sound out Anthropic CEO Dario Amodei about the artificial intelligence company's new Mythos model, which has attracted attention from the federal government for how it could transform national security and the economy.
BREAKING: The S&P 500 closes at its highest level on record and officially posts its fastest recovery since 1982. The S&P 500 has now added +$7.3 TRILLION since its low on March 30th.
Meta Plans Broad Layoffs in May, With More Cuts Said to Follow Later in 2026. Meta is said to be planning the first wave of companywide layoffs on May 20, according to sources The May 20th layoffs are expected to affect around 10% of Meta's total workforce Sources say Meta
Strait of Hormuz: nominally reopened; limited ship access; tolls charged; US blockade of Iran ports remains; Iran Parliament Speaker: 'will not remain open' if blockade continues; Moody's: normalization takes time; ships still turning away per CNBC video
Iran tells mediators that the re-opening of Hormuz is still limited - WSJ. Iran has informed mediators that it will continue to limit the number of ships allowed to cross the Strait of Hormuz and charge tolls for the duration of the cease-fire, according to officials familiar
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at
Iran: 60% enriched uranium will not be transported out 'in any way'; talks to be held in Islamabad; Iran Parliament Speaker: Trump made 7 false claims in 1 hour; Trump: 'Iran will never possess nuclear weapon'
Jupiter: $1B volume in 72h via X cashtags; US/Canada iPhones only (<5% of X's 500M users); $150M annualized revenue; 50% to buybacks/burns; token -92% from peak; zero token emissions
jupiter processed $1b in volume in 72 hours through X cashtags. the feature is live on US/Canada iPhones only. that's less than 5% of X's 500m user base. $150m annualized revenue, zero token emissions, 50% of revenue going to buybacks and burns at a token price still 92% off
NASDAQ gained +0.36% today….its 12th consecutive positive day and longest winning streak since 2009 [Past performance is no guarantee of future results]
Elizabeth on Fed Chair Nominee Kevin Warsh: 'If he is confirmed he will be Donald Trump's sock puppet...Mr. Warsh has not disclosed more than $100 million in assets...his name appears in the Epstein files and yet he claims to have zero knowledge of anything related to this.'
US Treasury cash balance largest single-day lift since September; tax-day inflows briefly drained system liquidity
Tax‑day inflows jolted the US Treasury's cash balance on Wednesday, lifting it by the most since September, a shift that briefly pulled liquidity out of the financial system even as pressures remained contained
Anthropic made its first dollar three years ago. last month it crossed $30B in revenue. that money is coming from somewhere, and your CFO probably can't tell you where. the problem isn't the spending. the companies on Ramp investing the most in AI have more than doubled their
The UK and France will host a summit to discuss setting up a naval force that would ensure freedom of navigation in the Strait of Hormuz, as Europe seeks to rebut US claims that it's not doing enough to secure the waterway
President Donald Trump this month sent Vice President JD Vance to Hungary to boost its embattled prime minister and then to Pakistan for peace talks with Iran in hopes of ending the war the U.S. and Israel started. Both trips ended with highly visible setbacks and some awkward
hyperliquid's real moat isn't the tech. it's that regulation makes it illegal for binance to offer permissionless listings. $154b in HIP-3 volume across markets that no compliant CEX can ever create. 34% of all perp DEX volume at $6b daily. every token binance delists, every
'tokens don't make sense' artemis gonna mark an absolutely perfect bottom, never forget [QT @jonbma: Dear Crypto, It took us 4 years to admit the hard truth: tokens don't make sense and value enabled by blockchains accrues to equities. We built @artemis in 2022 to bring fundamentals to crypto.]
CELO just passed CELOccelerate with 97% approval. the mechanic: all stablecoin gas fees on the network get auto-swapped into CELO and sent to the community fund. 178m monthly transactions currently paying gas in cUSD about to become a continuous native token bid. no other L1
BOJ Governor Ueda says he sees upside risks to prices and downside risks to the economy stemming from the Middle East conflict, and the board will decide on appropriate policy for achieving its 2% inflation goal when it meets this month
Deutsche Bank and Wells Fargo are among banks declaring the dollar's war-driven haven rally is likely over as the fragile ceasefire between the US and Iran prompts investors to seek riskier assets
Joby Aviation posted this today: 'Our hybrid-electric aircraft has reached a major milestone. Vertical takeoff, transition onto the wing, and sustained cruise. This aircraft has the potential to be more efficient than a helicopter and to cruise faster. It shares an airframe, avionics, and flight control'
Intel is so fucking back Long road ahead but @LipBuTan1 is the man for the job He is making many long term principled decisions Despite my long term optimism, I believe numbers won't be great in the short term because the PC market getting nuked from memory prices + MacBook Neo
NASDAQ gained +0.36% today….its 12th consecutive positive day and longest winning streak since 2009 [Past performance is no guarantee of future results]
Television shopping network QVC Group filed for bankruptcy Thursday as part of a plan to cut more than $5 billion of debt, as declining viewership and a shift to online retail weighed on sales and squeezed margins
Global gold demand is being primarily driven by emerging markets: Emerging markets have accounted for 70% of world gold demand over the last 10 years. Greater China alone made up 27% of global demand, the largest portion of any region, followed by India at 21%.
Joby Aviation posted this today: 'Our hybrid-electric aircraft has reached a major milestone. Vertical takeoff, transition onto the wing, and sustained cruise.' This aircraft has the potential to be more efficient than a helicopter and to cruise faster.
Television shopping network QVC Group filed for bankruptcy Thursday as part of a plan to cut more than $5 billion of debt, as declining viewership and a shift to online retail weighed on sales and squeezed margins
US: new electoral board + vote as condition for transition; IMF to resume formal contact with acting admin Delcy Rodriguez; potential IMF financing access
The IMF is set to resume formal contact with Venezuela, potentially paving the way for the acting administration of Delcy Rodriguez to regain access to the lender's financing
Deutsche Bank and Wells Fargo are among banks declaring the dollar's war-driven haven rally is likely over as the fragile ceasefire between the US and Iran prompts investors to seek riskier assets
BOJ Governor Ueda says he sees upside risks to prices and downside risks to the economy stemming from the Middle East conflict, and the board will decide on appropriate policy for achieving its 2% inflation goal when it meets this month
Global gold demand is being primarily driven by emerging markets: Emerging markets have accounted for 70% of world gold demand over the last 10 years. Greater China alone made up 27% of global demand, the largest portion of any region, followed by India at 21%.
研究者Ethan Mollick公开批评Claude Opus 4.7的自适应思维路由机制频繁将非数学/代码任务错判为"低努力"，导致输出质量下降，且无法像ChatGPT一样手动覆盖，Anthropic表示正在研究修复方案。
Claude Opus 4.7 adaptive thinking router misclassifies non-math/code as 'low effort'; no manual override unlike ChatGPT; Anthropic Claude PM confirmed fix in progress
Coinbase CEO Brian Armstrong公开表示"代理商务尚未被市场定价"，并称"机器对机器支付将使数字美元需求超出当前预期"。
Coinbase $COIN CEO Brian Armstrong: 'Agentic commerce isn't priced in yet'; 'Machine-to-machine payments will increase demand for the digital dollar beyond current estimates'
Starbucks has launched a beta app in ChatGPT to provide inspiration for customers' drink orders. To use the beta app, customers need to enable the Starbucks app through ChatGPT's app directory and then enter a prompt on the chatbot that includes "@Starbucks."
Democrat Analilia Mejia won a New Jersey special election for the U.S. House on Thursday, defeating Republican Joe Hathaway on a message of standing up to President Donald Trump.
Chinese FM Wang Yi meets Italian counterpart in Rome; pledges to deepen China-Italy ties; priority: push US-Iran back to negotiations; Trump-Meloni split worsens
Chinese Foreign Minister Wang Yi pledged to deepen relations with Rome in a meeting with his Italian counterpart, as a split worsens between US President Donald Trump and Prime Minister Giorgia Meloni
Galaxy Digital: $1.8M saved via Polymarket hedging vs traditional structured products, Q1 2026; 3 portfolio companies; Polymarket OI $340M; 0.4% spreads by Wintermute & GSR
galaxy digital publicly disclosed using polymarket to hedge regulatory event risk on 3 portfolio companies in Q1 2026, saving $1.8m vs traditional structured products. prediction markets now have $340m open interest, 0.4% spreads from wintermute and GSR making markets
Flow Capital plans to offer its $150 million private credit fund on a Singapore-based blockchain platform by month end, positioning itself among the first Asian managers to tap growing stablecoin liquidity
I was told by Anthropic that they are looking at ways of fixing this, which is good (you can also see a reply from a Claude PM in the thread). [QT @emollick: I think the adaptive thinking requirement in Claude Opus 4.7 is bad in the ways that all AI effort routers are bad, but magnified by the fact that there is no manual override like in ChatGPT. It regularly decides that non-math/code stuff is "low effort" & produces worse results.]
Something I'm hearing more often: AI wastage is necessary, at least for a while. Cisco's @jpatel41 says you gotta let people burn through tokens to build the instinct. Now has its first product with zero lines of human code and expects 70% of Cisco's products will be 100%
Alamar Biosciences, a maker of medical devices that detect protein biomarkers to diagnose diseases, has raised $191 million in an upsized US initial public offering that priced at the top of a marketed range
Australia isn't looking to engage in a "dispute" with President Donald Trump over his repeated complaints about Canberra's failure to assist the US in the Iran war and to secure the Strait of Hormuz, senior government ministers say
Democrat Analilia Mejia won a New Jersey special election for the U.S. House on Thursday, defeating Republican Joe Hathaway on a message of standing up to President Donald Trump.
galaxy digital publicly disclosed using polymarket to hedge regulatory event risk on 3 portfolio companies in Q1 2026, saving $1.8m vs traditional structured products. prediction markets now have $340m open interest, 0.4% spreads from wintermute and GSR making markets, and
China's central bank is using its daily reference rate to temper the yuan's rally as the currency's outperformance during the Iran war fuels further bullish sentiment
The Indian rupee led gains in Asia after a report that the central bank has asked state-owned oil refiners to route their dollar purchases through a special credit facility
研究人员指出Claude Opus 4.7的自适应思考路由机制会将非数学/代码任务判定为低effort并产出较差结果，且与ChatGPT不同无法手动覆盖，Anthropic已确认正研究修复方案
Claude Opus 4.7, adaptive thinking requirement, no manual override, Anthropic fixing
与ChatGPT可手动切换推理强度不同，Claude Opus 4.7的自动路由在处理人文类任务时系统性降级，暴露出effort routing设计的普遍缺陷被放大。Anthropic官方通过产品经理回复确认问题并承诺修复。
I think the adaptive thinking requirement in Claude Opus 4.7 is bad in the ways that all AI effort routers are bad, but magnified by the fact that there is no manual override like in ChatGPT. It regularly decides that non-math/code stuff is 'low effort' & produces worse results.
OCBC has emerged as the preferred bidder to buy HSBC's retail assets in Indonesia, sources said, as the Singaporean lender seeks to boost its presence in Southeast Asia's largest economy
Chinese Foreign Minister Wang Yi pledged to deepen relations with Rome in a meeting with his Italian counterpart, as a split worsens between US President Donald Trump and Prime Minister Giorgia Meloni
Flow Capital plans to offer its $150 million private credit fund on a Singapore-based blockchain platform by month end, positioning itself among the first Asian managers to tap growing stablecoin liquidity
The Indian rupee led gains in Asia after a report that the central bank has asked state-owned oil refiners to route their dollar purchases through a special credit facility
China's central bank is using its daily reference rate to temper the yuan's rally as the currency's outperformance during the Iran war fuels further bullish sentiment
Something I'm hearing more often: AI wastage is necessary, at least for a while. Cisco's @jpatel41 says you gotta let people burn through tokens to build the instinct. Now has its first product with zero lines of human code and expects 70% of Cisco's products will be 100%
Marin is using quantile balancing from @Jianlin_S (who developed RoPE, which was also a good idea) to train our current 1e23 FLOPs MoE. The idea is elegant: assigning tokens to experts by solving a linear program. No hyperparameters to tune. Yields stable training.
OCBC has emerged as the preferred bidder to buy HSBC's retail assets in Indonesia, sources said, as the Singaporean lender seeks to boost its presence in Southeast Asia's largest economy
A Chinese laser chipmaker surpassed Moutai to become the mainland's highest-priced stock, highlighting a shift in investor appetite toward advanced technology and away from old economy leaders
Envision AESC, a major global manufacturer of lithium-ion batteries for electric vehicles and energy storage systems, is considering an IPO in Hong Kong as soon as this year, sources say
President Xi Jinping is wrapping up what's been an unusually busy week of diplomacy in Beijing, showcasing the fervent interest of world leaders to develop ties with China while the US is embroiled in a conflict with Iran
Tether's QVAC SDK has a unified API for LoRA on-device model finetuning. No cloud, no privacy blackholes. Just your hardware. [QT: QVAC SDK will support in 0.9.0 (gonna be release in ~10 days) LoRA fine-tuning directly on-device, letting developers customize LLMs with their own data without sending anything to the cloud.]
Respectfully, this framing doesn't survive a look at the actual code and Mac APIs. OpenAI is leveraging Apple capabilities that are well known, not some super magic secret path from an acquisition that nobody else can touch. Workflow shipped on the App Store from 2014 to 2017
moving beyond memes to equity ownership. @Pumpfun tokens that opt in now become eligible for equity exposure thanks to the @MetaLeX_Labs ACE partnership. expect this to be a major catalyst of the tokens <> equity union. pump community, users and liquidity + legal equity claims
The future is MCP/CLI [QT @Benioff: Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless]
Netflix Chairman Reed Hastings is quitting the streaming service he co-founded 29 years as the company is searching for new avenues of growth as sales slow due to competition.
ondo is running $91m annualized revenue, 70% market share in tokenized stocks, $3.6b TVL, partnerships with blackrock and deutsche börse. token is down 33% in 90 days. the entire reason is 116m ONDO transferred to coinbase over 6 weeks of steady insider distribution. fee switch
i like the groundswell rejection of usdc by the @solana ecosystem they hid behind regulators, legislators and lawyers when users needed them most tether boldly stepped up to help clean up the mess - and awesome to see @SolanaFndn support it absolute master stroke
We've just witnessed one of the fastest market recoveries over the past 75+ years. I'm surprised last April didn't make the cut because $SPY and $QQQ did bounce back slightly faster in April 2025 off the lows versus April 2026 off the lows (within an average of 50 bps)
Russia's emergency services are stepping up efforts to extinguish a massive fire in the Black Sea port city of Tuapse after a Ukrainian drone attack that happened more than 24 hours earlier
ondo is running $91m annualized revenue, 70% market share in tokenized stocks, $3.6b TVL, partnerships with blackrock and deutsche börse. token is down 33% in 90 days. the entire reason is 116m ONDO transferred to coinbase over 6 weeks of steady insider distribution. fee switch
i like the groundswell rejection of usdc by the @solana ecosystem. they hid behind regulators, legislators and lawyers when users needed them most. tether boldly stepped up to help clean up the mess - and awesome to see @SolanaFndn support it. absolute master stroke
Philly Fed Manufacturing Index (ISM-adjusted) 56.2 in April; expansion for ~1 year; future capex plans jumped; Empire Fed capex retreated from multi-year high
Goldman Sachs; S&P 500 and Nasdaq 100 at records; rally sustainability requires central bank rate cut pivot; Christian Mueller-Glissmann, head of asset allocation research
The recent stock market rally that has driven both the S&P 500 and Nasdaq 100 to records needs central banks to pivot back toward rate cuts, says Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs
nansen just opened $0.01/query API access for AI agents via x402 and gave away 1,000 free credits. they're voluntarily cannibalizing a $588/year subscription model. to stay revenue neutral they need to 100x query volume. the problem: x402 weekly transactions dropped 99% from peak
IMF resumes dealings with Venezuela; US recognizes interim President Delcy Rodríguez; Treasury Secretary Bessent confirms; Trump administration initiative
The Trump administration has been rapidly delivering on @POTUS' promise to help stabilize and restore Venezuela's economy to benefit both Americans and Venezuelans. The United States' recognition of interim President Delcy Rodríguez has led the way for @IMFNews to reengage with
Flows of Russian oil to Hungary via the Druzhba pipeline could resume next week after a months-long hiatus, incoming Prime Minister Peter Magyar said, citing the head of refiner MOL
ONDO $91M annualized revenue; 70% tokenized stocks market share; $3.6B TVL; BlackRock + Deutsche Börse partnerships; token -33% in 90 days; 116M ONDO to Coinbase over 6 weeks
ondo is running $91m annualized revenue, 70% market share in tokenized stocks, $3.6b TVL, partnerships with blackrock and deutsche börse. token is down 33% in 90 days. the entire reason is 116m ONDO transferred to coinbase over 6 weeks of steady insider distribution. fee switch
i like the groundswell rejection of usdc by the @solana ecosystem they hid behind regulators, legislators and lawyers when users needed them most tether boldly stepped up to help clean up the mess - and awesome to see @SolanaFndn support it absolute master stroke
BoE Pill: "Achieving the inflation target is somewhat at risk"; "I'm not sure waiting is the appropriate response to the Iran war"; "primacy of the inflation target needs to be emphasised"
Salesforce Headless 360: "No Browser Required"; entire platform exposed as APIs, MCP & CLI; Agentforce + Slack included
Benioff将此定位为"API即UI"的范式转变。Box CEO @levie评论认为AI代理未来使用软件的频率将是人类的100倍，"无头化"将成为企业平台的生存必需，拒绝转型的平台将面临淘汰——此判断对Salesforce竞争对手构成直接压力。
Agents are going to use software 100X more than people will in the future. As a result, enterprise platforms will become headless and be able to work with any agent on or off platform. If you don't do that you're DOA.
Anthropic CEO Dario Amodei is set to meet 🇺🇸 White House chief of staff Susie Wiles today despite the companies ongoing disput with the Pentagon - Axios
Polestar $PSNY just announced the company had a net loss of $2.36 Billion in 2025 up from $2.05B in 2024. $2.36B is the biggest annual loss Polestar has reported
US recognizes interim President Delcy Rodríguez; IMF to re-engage with Venezuela; IMF Managing Director Georgieva: "I welcome the decision to resume IMF dealings with Venezuela"
The Trump administration has been rapidly delivering on @POTUS' promise to help stabilize and restore Venezuela's economy to benefit both Americans and Venezuelans. The United States' recognition of interim President Delcy Rodríguez has led the way for @IMFNews to reengage with
i like the groundswell rejection of usdc by the @solana ecosystem they hid behind regulators, legislators and lawyers when users needed them most tether boldly stepped up to help clean up the mess - and awesome to see @SolanaFndn support it absolute master stroke
ondo is running $91m annualized revenue, 70% market share in tokenized stocks, $3.6b TVL, partnerships with blackrock and deutsche börse. token is down 33% in 90 days. the entire reason is 116m ONDO transferred to coinbase over 6 weeks of steady insider distribution. fee switch
Bank of England Chief Economist Huw Pill said that interest rates may need to rise to contain the threat of inflation, even as energy prices tumbled on Friday
The Trump administration has been rapidly delivering on @POTUS' promise to help stabilize and restore Venezuela's economy to benefit both Americans and Venezuelans. The United States' recognition of interim President Delcy Rodríguez has led the way for @IMFNews to reengage with [Venezuela]
Anthropic CEO Dario Amodei is set to meet 🇺🇸 White House chief of staff Susie Wiles today despite the companies ongoing disput with the Pentagon - Axios
Agents are going to use software 100X more than people will in the future. As a result, enterprise platforms will become headless and be able to work with any agent on or off platform. If you don't do that you're DOA.
Analysts expect BAE Systems's market value to top $100 billion for the first time as the UK defense contractor benefits from increased military spending by the US and Gulf states in the aftermath of the Iran war
Keep an eye on this. Rep. Sheri Biggs (R) just disclosed buying up to $250,000 of Bitcoin $IBIT on March 4th. There's a bill sitting in the Senate right now to create a Strategic Bitcoin Reserve. If it passes, the US government starts buying bitcoin at a large scale.
ECB's President Lagarde: The uncertainty surrounding the outlook for Euro area inflation has increased significantly following the outbreak of the war in the Middle East
Risk appetite among institutional investors is skyrocketing: Institutional investors purchased ~22% more call than put options last week, the largest difference in at least 16 months, according to Citadel. Monday and Tuesday also saw significant institutional call option [buying]
Salesforce Headless 360: full platform as APIs, MCP, CLI; 'Our API is the UI'; no browser required
Box CEO Levie评论称未来AI Agent使用软件的频率将是人类的100倍，企业平台必须实现无头化才能生存；Salesforce此举是对AI Agent原生架构趋势的主动响应，开创企业SaaS平台转型新范式。
Agents are going to use software 100X more than people will in the future. As a result, enterprise platforms will become headless and be able to work with any agent on or off platform. If you don't do that you're DOA.
Bay Area = 91% of global AI private unicorn market cap within 1-hour radius (CBInsights 2025 data)
Paul Graham指出，尽管过去二十年创业活动已全球化扩散，但本轮AI浪潮的地理集中度并未随之分散，仍高度聚焦湾区，这一结构性事实对全球AI投资布局具有重要参考意义。
It's striking how concentrated the AI revolution is. Even though starting startups has spread worldwide in the last couple decades, this wave of tech is as concentrated in the Bay Area as the last two big waves (semiconductors and the internet).
Analysts expect BAE Systems's market value to top $100 billion for the first time as the UK defense contractor benefits from increased military spending by the US and Gulf states in the aftermath of the Iran war
Rep. Sheri Biggs (R) just disclosed buying up to $250,000 of Bitcoin $IBIT on March 4th. There's a bill sitting in the Senate right now to create a Strategic Bitcoin Reserve. If it passes, the US government starts buying bitcoin at a large scale
Net bullish USD speculative positioning: +$18B (12-month high); institutional call/put ratio: ~22% more calls (largest in 16+ months, per Citadel)
美元多头与权益看涨情绪同步强化，机构层面已提前大幅押注市场反弹。恐惧贪婪指数升至69（贪婪区间），Fundstrat Tom Lee表示股市反弹仍有动力，整体风险情绪处于本轮冲突以来最乐观状态。
Speculative traders are ramping up US Dollar long positions: Net bullish speculative positioning in the US Dollar is up to +$18 billion, the highest in 12 months. Speculative traders include hedge funds and asset managers that take positions based on price trends and macro
IMFC: conflict is 'serious threat to global economy'; ECB Lagarde: Iran war risks eurozone growth and inflation; IMF lauded Canada's fiscal position; FSB physical oil market buyers still paying premium
Salesforce Headless 360: full platform as API/MCP/CLI; no browser required; agents access Salesforce, Agentforce & Slack directly
Box CEO Aaron Levie评论称AI代理使用软件的频率将是人类的100倍，不做无头化转型的企业平台将面临淘汰。Salesforce此举被视为企业SaaS平台向代理原生架构转型的标志性节点，也预示着企业软件商业模式将被重塑。
Agents are going to use software 100X more than people will in the future. As a result, enterprise platforms will become headless and be able to work with any agent on or off platform. If you don't do that you're DOA.
Bay Area: 91% of global AI private market cap (unicorn) within 1-hour radius, per CBInsights 2025
Paul Graham指出本轮AI革命的地理集中度与半导体、互联网时代相当，尽管过去20年创业生态已扩展至全球，但AI价值依然高度向湾区聚集。这一数据强化了湾区在全球AI价值链中的垄断地位，也使非湾区AI投资的风险溢价进一步显现。
It's striking how concentrated the AI revolution is. Even though starting startups has spread worldwide in the last couple decades, this wave of tech is as concentrated in the Bay Area as the last two big waves (semiconductors and the internet).
Risk appetite among institutional investors is skyrocketing: Institutional investors purchased ~22% more call than put options last week, the largest difference in at least 16 months, according to Citadel. Monday and Tuesday also saw significant institutional call option
MLB's San Diego Padres are nearing a deal to be sold to private-equity billionaire José E. Feliciano. The deal values the Padres at ~$3.9 billion. That would be the highest valuation ever achieved by a Major League Baseball team. The previous record was Steve Cohen's $2.4 billion
European-led coalition offered military help for Hormuz safe passage; German Chancellor Merz wants US involvement; Macron proposed neutral independent mission opposed to privatization; Trump warned NATO to 'stay away'; over 10,000 US sailors/marines/airmen enforcing blockade
PRESIDENT TRUMP: 'Now that the Hormuz Strait situation is over, I received a call from NATO asking if we would need some help. I told them to stay away, unless they just want to load up their ships with oil. They were useless when needed, a paper tiger!'
Keep an eye on this. Rep. Sheri Biggs (R) just disclosed buying up to $250,000 of Bitcoin $IBIT on March 4th. There's a bill sitting in the Senate right now to create a Strategic Bitcoin Reserve. If it passes, the US government starts buying bitcoin at a large scale
Speculative traders are ramping up US Dollar long positions: Net bullish speculative positioning in the US Dollar is up to +$18 billion, the highest in 12 months. Speculative traders include hedge funds and asset managers that take positions based on price trends and macro
Kevin Warsh will get his first major public platform as Federal Reserve Chair nominee next week to address his longstanding concerns over the central bank's outsized market footprint.
It's striking how concentrated the AI revolution is. Even though starting startups has spread worldwide in the last couple decades, this wave of tech is as concentrated in the Bay Area as the last two big waves (semiconductors and the internet).
Netflix stock is taking a hit, but just how much can be attributed to Reed Hastings' exit? Geetha Ranganathan of Bloomberg Intelligence breaks down why investors are reacting to weak guidance and a massive $20 billion spending surge
A European-led coalition offered military help to secure safe passage through the Strait of Hormuz hours after Iran said it would open the critical waterway, even as US President Donald Trump warned NATO members to keep a distance.
Prediction markets allow us to precisely quantify headlines. Over time, this should help reduce polarization in our news sources. 63% is not 100%. It's also not 0%. By May 15, 2026 has risen to 63 percent from ~34% on the back of the news
Foreign demand for Chinese bonds is surging: Trading volume of Chinese onshore bonds traded by overseas funds via Hong Kong jumped to a record $179 billion in March. Chinese onshore bonds comprise government and state-backed Yuan-denominated bonds, which are accessible to [overseas investors]
SNB has higher willingness to intervene in FX markets; Swiss short-term inflation slightly higher due to energy; SNB: Middle East conflict is biggest current challenge for global economy
Cursor, a leading AI startup for coding, is in advanced talks with investors to raise about $2 billion in a funding round at a valuation of more than $50 billion, not including the investment.
Kailera Therapeutics shares surged 63% after the clinical-stage biotechnology company focused on obesity raised $625 million in an upsized US initial public offering
Netflix stock is taking a hit, but just how much can be attributed to Reed Hastings' exit? Geetha Ranganathan of Bloomberg Intelligence breaks down why investors are reacting to weak guidance and a massive $20 billion spending surge
IDF special operation at 'Christofani Ridge' southern Lebanon minutes before ceasefire took effect; Lebanese civilians not yet permitted to return; Lebanese PM: Beirut weapons restriction irrevocable
⭕️ Minutes before the ceasefire came into effect, IDF soldiers conducted a special operation in the 'Christofani Ridge' in southern Lebanon and established an operational presence in the area. The IDF remains on high alert and will continue to remove threats in southern Lebanon
Just a couple weeks the probability of another FOMC rate cut this year was down to less than 10%. With some positive macro and geopolitical events over the past two weeks including the last 48 hours... the probability of another FOMC rate cut by year end is now 50%
Owning a car in America has never been this expensive: The total cost of vehicle ownership in the US has risen +36% since January 2020. Motor vehicle maintenance and repair costs have surged +50% over the same period, jumping +6.1% YoY in March alone.
Kailera Therapeutics shares surged 63% after the clinical-stage biotechnology company focused on obesity raised $625 million in an upsized US initial public offering
Minutes before the ceasefire came into effect, IDF soldiers conducted a special operation in the 'Christofani Ridge' in southern Lebanon and established an operational presence in the area. The IDF remains on high alert and will continue to remove threats in southern Lebanon
MASSIVE result from Category Labs ⚡️ BTX is the first practical scheme for Batched Threshold Encryption (BTE) that meets the needs for encrypted mempools. Encrypted mempools reduce MEV by keeping transactions hidden until they're finalized
The silver market is heading for a 6th consecutive annual structural deficit: The global silver deficit is projected to widen +15% YoY in 2026, to 46 million troy ounces. Since 2021, global silver stocks have been depleted by a cumulative 762 million troy ounces, raising the
Foreign demand for Chinese bonds is surging: Trading volume of Chinese onshore bonds traded by overseas funds via Hong Kong jumped to a record $179 billion in March. Chinese onshore bonds comprise government and state-backed Yuan-denominated bonds, which are accessible to
ECB Kazaks: rate cut possible if recession; '2 hikes this year' bets not objected to; SNB Schlegel: higher FX intervention willingness; inflation short-term slightly higher
The US Federal Aviation Administration has brought in Palantir $PLTR and other companies to compete on a new AI tool for air traffic management - Bloomberg
I've decided to leave OpenAI. Below is the note I shared with my team. Building Sora zero-to-one with you all has been the honor and adventure of a lifetime. As this team knows well, one of the best parts of working on video is that you can see the scaling behavior with your
The TV shopping network QVC announced Thursday it intends to file for Chapter 11 bankruptcy protection. The network, which also owns the Home Shopping Network, has faced stiff competition as viewers turn away from traditional television and towards influencer-sold products on
BREAKING: The US Department of Justice is preparing to file a lawsuit against some of the US' biggest egg producers for "coordinated pricing," per WSJ. Details include: 1. The DOJ alleges that egg producers coordinated pricing through an information service that benchmarks
We will not allow Iraq's terrorist militias, backed by Iran, to threaten American lives or interests. Those who enable these militias' violence will be held accountable.
Peter Mandelson security vetting: both 'high concern' red boxes ticked; Foreign Office overruled security officials in early 2025; PM Starmer not informed; cabinet silence notable
Attached is the template for the summary recommendation of the vetting outcome when an appointment is being made to a sensitive government post. In Peter Mandelson's developed vetting case, the vetting officer ticked both red boxes - ie "high concern" about the appointment and
pendle is running $27.2m in annual buybacks on a $236m market cap. 11.5% buyback yield. 98.5% market share in yield tokenization. $1.85b stablecoin TVL. $15.5b in cumulative PT collateral through aave. arthur hayes sold 1.4m PENDLE at a $990k loss. polychain dumped $9m
MASSIVE result from Category Labs ⚡️ BTX is the first practical scheme for Batched Threshold Encryption (BTE) that meets the needs for encrypted mempools. Encrypted mempools reduce MEV by keeping transactions hidden until they're finalized
the buck stops here [QT @BuckToken: An update from Buck: We're gracefully winding down the Buck protocol and token to make room for what's next. The most important thing up front — every holder is getting 100% of their capital back. The STRC & USDC backing is intact and over-collateralized, redemptions are open]
The Fed is saying it has no intention of cutting rates. But it's not about any inflation concern. It's because the central bank has already been easing through the back door with its renewed balance sheet expansion – increasing at a 10% annual rate over the past four weeks!
The silver market is heading for a 6th consecutive annual structural deficit: The global silver deficit is projected to widen +15% YoY in 2026, to 46 million troy ounces. Since 2021, global silver stocks have been depleted by a cumulative 762 million troy ounces, raising the
JUST IN: Tinder & Zoom to roll out "proof of humanity" features, using advanced eye-scanning technology to reduce the amount of robots on each platform.
When Goldman Sachs executives were asked about disappointing results in the firm's fixed income division this week, they made it sound as though the trading environment was simply not in their favor. Fixed income revenue fell 10% in the first quarter, coming in $910 million
pendle is running $27.2m in annual buybacks on a $236m market cap. 11.5% buyback yield. 98.5% market share in yield tokenization. $1.85b stablecoin TVL. $15.5b in cumulative PT collateral through aave. arthur hayes sold 1.4m PENDLE at a $990k loss. polychain dumped $9m
MASSIVE result from Category Labs ⚡️ BTX is the first practical scheme for Batched Threshold Encryption (BTE) that meets the needs for encrypted mempools Encrypted mempools reduce MEV by keeping transactions hidden until they're finalized
The silver market is heading for a 6th consecutive annual structural deficit: The global silver deficit is projected to widen +15% YoY in 2026, to 46 million troy ounces. Since 2021, global silver stocks have been depleted by a cumulative 762 million troy ounces, raising the
ECB's Kazaks: cut possible if economy moves toward recession; 'not certain next move is a hike'; 'monitoring mode'; tighter financial conditions doing some work
The Fed is saying it has no intention of cutting rates. But it's not about any inflation concern. It's because the central bank has already been easing through the back door with its renewed balance sheet expansion – increasing at a 10% annual rate over the past four weeks!
We're entering a new era of engineering. Together with @Cadence, NVIDIA is advancing agentic AI, physics-based simulation, and digital twins to help engineers design, test, and optimize systems at unprecedented speed and scale.
When Goldman Sachs executives were asked about disappointing results in the firm's fixed income division this week, they made it sound as though the trading environment was simply not in their favor. Fixed income revenue fell 10% in the first quarter, coming in $910 million
the buck stops here [QT @BuckToken: An update from Buck: We're gracefully winding down the Buck protocol and token to make room for what's next. The most important thing up front — every holder is getting 100% of their capital back. The STRC & USDC backing is intact and over-collateralized, redemptions are open]
BTX: first practical Batched Threshold Encryption for encrypted mempools; shortest ciphertext (same as ElGamal); <1ms decryption per core; epochless and collision-free; MEV reduction via transaction hiding
MASSIVE result from Category Labs ⚡️ BTX is the first practical scheme for Batched Threshold Encryption (BTE) that meets the needs for encrypted mempools. Encrypted mempools reduce MEV by keeping transactions hidden until they're finalized