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.

1. 伯克希尔哈撒韦现金储备激增至创纪录的 3970 亿美元；2. Dragonfly 合伙人：散户已大幅退出市场，机构正构成比特币价格底部；3. 美参议员就稳定币收益条款达成妥协，《Clarity Act》推进障碍或解除；4. OpenAI CFO 建议将 IPO 推迟至 2027 年，因增长放缓与财务标准未达标；5. 美媒称伊朗不要求直接谈判前解除霍尔木兹海峡封锁；6. 特朗普说有可能重启对伊朗空袭；7. 伊朗军方官员：已为美方军事冒险做好充分准备；8. Eric Trump 通过 American Bitcoin 将个人财富从约 1.9 亿美元增至 2.8 亿美元；9. BSC 上 Meme 币熊猫头上涨市值突破 700 万美元；10. BIO 团队地址向交易所转入约 503 万美元代币；11. 世界最大集装箱船公司计划绕开霍尔木兹海峡。

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.'

OpenAICFO Sarah Friar 私下建议将公司 IPO 推迟至 2027 年，理由是当前尚未达到上市公司的财务报告标准，而 CEO Sam Altman 则希望在 2026 年第四季度尽快推进上市。知情人士称双方在上市节奏上存在分歧。数据显示，OpenAI 增长出现放缓。ChatGPT 周活用户从 2025 年 12 月的 8 亿增至 2026 年 2 月的 9 亿，尚未达到此前设定的 10 亿目标；同时公司年化营收约 250 亿美元，而竞争对手 Anthropic 已超过 300 亿美元。与此同时，OpenAI 算力投入计划亦有所调整，内部对未来支出与营收匹配能力存在讨论。投行观点认为，率先上市的公司将占据行业资金优势，目前 OpenAI 尚未启动正式 IPO 流程。

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.

Iran has introduced a new negotiation proposal, according to Odaily. The proposal indicates that Iran will no longer demand the U.S. lift the blockade on the Strait of Hormuz before face-to-face talks between representatives of the two countries. This development was reported by American media on the 2nd.

On the evening of the 2nd, U.S. President Donald Trump indicated the possibility of resuming airstrikes on Iran during an interview at an airport in Florida. According to Odaily, Trump mentioned on social media that he would soon review Iran's latest proposal but expressed skepticism about its acceptability, stating he "cannot imagine" the proposal being acceptable and warned that Iran "has not paid a sufficient price." Earlier that day, Trump announced before boarding Air Force One that he would later provide details on Iran's latest proposal. Reports from Iran suggest that Iran has submitted a proposal containing 14 items through Pakistan in response to the nine proposals previously put forward by the United States.

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