Nvidia and OpenAI have each committed $20 billion to advance their positions in the AI inference chip market. According to PANews, this significant investment marks a strategic move in the ongoing competition for dominance in AI computing power. Meanwhile, Cerebras has filed for an IPO, valuing the company at $35 billion. This silent battle for control over the future of AI computing is reshaping the landscape of the technology market, which is valued at hundreds of billions of dollars.

Odaily Seer 先知频道监测显示， Polymarket 上新“特朗普会在 5 月 31 日前将霍尔木兹海峡改名为‘特朗普海峡’”，Yes 概率概率暂报 6%，24 小时下跌 31%。目前该事件押注资金超 4.7 万美元。该事件合约规则为：如果特朗普公开宣布，美国将在 2026 年 5 月 31 日美国东部时间晚上 11：59 前正式将霍尔木兹海峡称为“特朗普海峡”或“特朗普海峡”或任何包含“特朗普”的等效名称，市场将决定支持“是”。否则，这个市场将最终结算为“否”。该市场的主要解决方案将是唐纳德·特朗普的官方信息，但也可采用可信报道的共识。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

Odaily Seer 先知频道监测显示， Polymarket 上新“以色列与真主党停火协议会延长至何时”，其中截止至 4 月 21 日概率暂报 15%，近 7 日概率下降 12%；截止至 4 月 26 日概率暂报 78%，近 7 日概率上涨 40%。目前该事件总押注资金为 3.6 万美元左右。该事件合约规则为：如果 2026 年 4 月 16 日宣布的以色列与真主党之间 10 天停火协议被正式延长，该协议被定义为公开宣布并双方同意的，延长以色列与真主党在指定日期（美国东部时间晚上 11：59）停止直接军事接触的协议，该市场将判定为“是”。否则，这个市场将最终归结为“否”。4 月 16 日停火的延长以及计划在初始协议结束前或结束时生效的新协议，都将被视为停火协议的延期，前提是停火期间没有停火生效。如果在解决日期前正式达成合格协议，无论停火延长最终是否生效，市场将以“是”为判定结果。停火协议的延长需要以色列政府和真主党双方明确公开确认双方同意停止军事敌对行动超过最初约定的 10 天期限，或者媒体报道压倒性共识确认停火协议的正式延长。任何形式的非正式谅解、秘密渠道沟通、降级冲突或单方面停战，除非就有条件的延期达成确认协议，否则不符合标准。同样，新达成的人道主义暂停、有限的行动暂停或临时战术停机也不符合条件。新达成的更广泛和平协议若包含有条件的停火延长或军事冲突暂停，则符合条件。 那些列出未来谈判或降级措施但未明确承诺延长停火的协议，将不符合条件。该市场的决议将基于以色列政府和真主党的官方声明。然而，可信媒体报道的压倒性共识确认已达成官方停火延长协议，也将作为依据。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

JPMorgan Chase, Citigroup, and Wells Fargo collectively wrote off $5.606 billion in bad loans during the first quarter of 2026. According to NS3.AI, Federal Reserve data indicates that consumer credit card and other revolving loans at commercial banks hit a record $1.083 trillion in the week ending April 1. Despite these challenges, Jamie Dimon noted that the U.S. economy showed resilience throughout the quarter, even as the list of potential risks continued to grow.

On April 18, Iran's Foreign Ministry announced that the option to transfer Iran's enriched uranium to another country has been dismissed. According to BlockBeats, this decision marks a significant stance in Iran's nuclear policy. The move comes amid ongoing discussions and international scrutiny over Iran's nuclear activities.

On April 18, Iran's Civil Aviation Organization announced the reopening of certain areas of its airspace. According to BlockBeats, this decision marks a significant development in the region's aviation sector. The reopening is expected to facilitate increased air traffic and improve connectivity for international flights. The move comes after previous restrictions were imposed due to various geopolitical and security concerns. The organization has not specified which areas are affected by this change, but it is anticipated to have a positive impact on the country's aviation industry.

Rumen Radev, known for his critical stance towards the European Union and his outreach to Russia, is seeing his new political party leading in the polls ahead of Bulgaria's upcoming election on Sunday. Bloomberg posted on X that Radev's party is gaining significant traction among voters, reflecting a shift in the political landscape of the country. As Bulgaria prepares for the election, the influence of Radev's party could signal changes in the nation's approach to both EU relations and its foreign policy direction.

伊朗民航组织宣布伊朗部分空域重新开放。（新华社）

British officials attending the IMF and World Bank spring meetings have emphasized the enduring impact of the Iran conflict on the United Kingdom's relationship with the United States. Bloomberg posted on X, noting that the discussions at the meetings underscored the geopolitical tensions and their implications for international diplomacy. The conflict has strained ties between the two nations, with British representatives expressing concerns over future diplomatic engagements and cooperation. The meetings served as a platform for officials to address these challenges and explore potential avenues for mitigating the conflict's effects on bilateral relations.

市场消息：俄罗斯总统普京的特使表示，美国对俄罗斯石油的豁免将影响超过 1 亿桶在途石油。(金十)

这是一个缓慢而稳定的过程：将新的素养融入既有的体系。它意味着一种觉悟——要治理美元的未来，首先必须理解那种正在书写未来的语言。

今早AI圈炸了！从不融资的DeepSeek首度开口：寻求100亿美元估值，筹集3亿美元。V4即将来袭，万亿参数+华为昇腾加持，连老黄都慌了！

八个功能点。一条一条拆。 每一条背后，是一条产业链的葬礼。 这不是情绪，是商业逻辑。

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在币安 3 月底宣布整治主动做市商后，主动做市商开始行动了。

整体而言，尽管少数强势山寨币放大了行情效应，但多数资产仍处于流动性真空中。

比特币成功打破了 $62.8k–$ 72.6k 的僵持区间，一度触及 $74k 关口。这一突破在战略上标志着市场已从地缘政治诱发的“强制去杠杆”阶段进入“初步稳定期”。

围绕稳定币的讨论，市场长期聚焦于一个问题：谁将发行下一个主导性稳定币。

一群Drift Protocol的投资者正计划将稳定币发行方Circle告上法庭，指责该公司在Drift Protocol遭黑客攻击后未采取任何行动。

OpenAI已暂停其在英国建设“星门”（Stargate）数据中心的计划，称能源成本和监管政策是主要原因。英国人工智能大臣对此提出异议，称相关条件并未发生变化，并指出OpenAI面临的财务压力才是真正原因。