Andreessen Horowitz's crypto arm, a16z, argues that the term 'stablecoin' is becoming obsolete as digital dollars integrate into mainstream finance. According to BeInCrypto, the firm suggests that stability is now a prerequisite rather than a defining feature of these assets. In February 2026, stablecoins surpassed ACH in monthly volume, reaching $7.2 trillion compared to ACH's $6.8 trillion. a16z anticipates a shift towards terms like 'digital dollars' and 'on-chain assets,' reflecting their role in global payments infrastructure. The firm notes that money now behaves like software, embedded in consumer applications.

OpenAI CFO Sarah Friar has privately recommended postponing the company's initial public offering (IPO) until 2027 due to unmet financial reporting standards required for public companies. According to NS3.AI, CEO Sam Altman is eager to proceed with a listing as early as the fourth quarter of 2026. However, OpenAI has yet to initiate the formal IPO process, and insiders indicate that the company is deliberating on the timing in light of slower growth.

According to GMGN data, LAB fell more than 50% in 4 hours, breaking below $1, and is currently trading at $0.98.

1. Berkshire Hathaway's cash reserves surge to a record $397 billion; 2. Dragonfly partner: Retail investors have largely exited the market, and institutions are forming the bottom for Bitcoin prices; 3. US senators reach compromise on stablecoin yield terms, potentially removing obstacles to the Clarity Act; 4. OpenAI CFO recommends postponing the IPO to 2027 due to slowing growth and failure to meet financial standards; 5. US media reports Iran will not demand the lifting of the Strait of Hormuz blockade before direct negotiations; 6. Trump says airstrikes against Iran may resume; 7. Iranian military official: Fully prepared for US military adventures; 8. Eric Trump increases his personal wealth from approximately $190 million to $280 million through American Bitcoin; 9. Meme coin Panda Head on BSC rises, market capitalization surpasses $7 million; 10. BIO team address transfers approximately $5.03 million worth of tokens to exchanges; 11. World's largest container shipping company plans to bypass the Strait of Hormuz.

Barry Silbert, founder of Digital Currency Group (DCG), recently shared insights on the X platform regarding the substantial global demand for decentralized digital value storage tools like Bitcoin, estimated at $2 trillion. According to ChainCatcher, Silbert noted that the industry initially perceived Bitcoin as sufficiently private for global value storage and transfer. However, as market awareness has grown, the need for privacy has become more apparent, potentially benefiting privacy-focused cryptocurrencies like Zcash due to their 'prophetic advantage.'

OpenAI's ICFO, Sarah Friar, privately suggested postponing the company's IPO to 2027, citing current financial reporting standards for publicly traded companies. CEO Sam Altman, however, wants to proceed with the IPO as soon as possible, in the fourth quarter of 2026. Sources indicate a disagreement between the two sides regarding the IPO timeline. Data shows OpenAI's growth has slowed. ChatGPT's weekly active users increased from 800 million in December 2025 to 900 million in February 2026, falling short of the previously set target of 1 billion. Meanwhile, the company's annualized revenue is approximately $25 billion, while competitor Anthropic has exceeded $30 billion. At the same time, OpenAI's computing power investment plans have also been adjusted, with internal discussions regarding the matching of future expenditures with revenue. Investment banks believe that companies that go public first will have a financial advantage in the industry, and OpenAI has not yet initiated the formal IPO process.

Hasufl has indicated that Ethereum's gas limit could potentially increase from 60 million to approximately 200 million following the Glamsterdam upgrade. According to NS3.AI, Hasufl also mentioned that mainnet gas fees might remain close to zero for the next few years, provided that network demand does not increase proportionately.

Dragonfly partner Haseeb Qureshi has commented on the current state of the cryptocurrency market, noting a significant withdrawal of retail investors. According to Odaily, Qureshi highlighted that institutions are now forming the market's foundation and supporting Bitcoin's price. He emphasized Bitcoin's potential as a mature asset with sustained growth over the next 15 to 20 years, while altcoins need clear narratives to regain retail interest. Qureshi also remarked that the core of the crypto industry remains centered around money and financial scenarios, with areas like DeFi, stablecoins, exchanges, and real-world assets showing strong user engagement. He suggested that the integration of AI technology could lead to intelligent agents playing intermediary roles in trading, thereby increasing overall adoption. Users with low-risk preferences might become the primary source of growth in the future.

Alex Thorn has indicated that the Bitcoin community is forming an initial consensus regarding the potential threat posed by quantum computing. According to NS3.AI, Thorn noted that the prevailing opinion is that assets associated with Satoshi Nakamoto's P2PK addresses should remain untouched. He further explained that the risk is perceived to be lower than initially anticipated, as these holdings are distributed across approximately 22,000 addresses, each containing 50 BTC.

On May 03, 2026, 02:24 AM(UTC). According to Binance Market Data, Ethereum has dropped below 2,300 USDT and is now trading at 2,299.649902 USDT, with a narrowed narrowed 0.10% increase in 24 hours.

While everyone else is still focused on Indonesian e-commerce, Thai tourism, and Singaporean finance, a group of Chinese AI entrepreneurs have quietly turned their attention to Vietnam.

Hyperliquid, prediction, polymarket, perpetual contracts: Can prediction markets win the perpetual contract race? Golden Finance: The integration of perpetual contracts and prediction market platforms seems like a natural progression.

Why do investors worldwide flock to Warren Buffett's Omaha meeting? Golden Finance: Why is Berkshire Hathaway's shareholder meeting so special?

Most Polymarket users believe this shouldn't be considered a "Yes" because it's premature and doesn't meet the criteria. Even some "Yes" holders share this view.

The structural contradictions exposed in the first quarter include the sticky inflation caused by the combination of tariffs and war, the policy combination of quantitative tightening and maintaining high interest rates under the leadership of Walsh, and the vicious cycle of oversupply and capital depletion in the counterfeit market.

Powell, the Federal Reserve, Powell's last press conference: What did the crypto community hear? Golden Finance: The good news is real, and the bad news is real too.

Where technology comes from determines where it can go. Cross-border mergers and acquisitions are shifting from being a path for technology diffusion to a new consideration for technology flow.

Strait of Hormuz, USDT, Whose Dollar? USDT in the Strait of Hormuz and the Disorderly Dollar System. Golden Finance: Whose Order, Whose Permission, Whose Dollar?

The news of the halt to Meta's acquisition of Manus sparked a mixed reaction. Some cheered, some frowned, some worried about the enthusiasm of foreign venture capitalists, and some worried about the potential harm to Chinese innovation.

Jinse Finance launches its cryptocurrency and blockchain industry daily news report, "Jinse Morning 8," issue 3044, providing you with the latest and fastest news on the digital currency and blockchain industry.