Author: Deep Tide TechFlow
Release Date: April 9
AI / Large Models
The New York Times: Anthropic's Restraint is a Terrifying Warning Signal
Anthropic trained its Mythos model to discover thousands of zero-day vulnerabilities across all major operating systems and browsers, deciding not to release it publicly and only providing it to 40 institutions like Apple, Microsoft, and Google for defensive research (Project Glasswing). The New York Times commented that this exposes the terrifying paradox of AI safety: release = empower attackers, non-release = give up defense, restricted release = damage commercial competitiveness.
Hot Topic: The security community is debating whether AI companies should sacrifice openness for safety, or if this is just an excuse for commercialization.
Anthropic's Appeal Fails, Officially Blacklisted by the Pentagon as Supply Chain Risk
On the same day, Anthropic's appeal failed, unable to temporarily stop the Pentagon from placing it on the supplier blacklist. Companies that focus on safety are blacklisted for being too safe, and the paradox closes in reality.
OpenAI Internal Model Solves 5 Erdős Problems
OpenAI's internal model achieves breakthroughs in mathematics, solving 5 Erdős problems (unsolved challenges in the mathematical community). However, this good news is overshadowed by another piece of bad news.
Ronan Farrow Accuses Sam Altman of Being a "Pathological Liar"
Pulitzer Prize winner and investigative journalist Ronan Farrow interviewed over 100 individuals, most of whom claimed Sam Altman is a "pathological liar."
Hot Topic: The overseas community is fiercely debating Altman's credibility, with some claiming it affects OpenAI's strategy, while others believe Farrow is biased.
> Scathing Comment: No matter how beautifully the math problems are solved, the boss's persona collapsed quickly.
Claude Confuses Spokesperson Identities, Hacker News Discusses Reliability Issues
Users found that Claude would confuse "who said what," attributing different people's words to the wrong names. This is not a minor issue but rather a shortcoming related to the model's basic reliability.
Alibaba Upgrades Tongyi Laboratory to Business Unit, Li Feifei Appointed CTO of Alibaba Cloud
Alibaba adjusts its organizational structure, upgrading Tongyi Laboratory to a business unit and establishing a technology committee led by CEO Wu Yongming. Li Feifei is appointed as CTO of Alibaba Cloud.
Cryptocurrency / Web3
Iran Requires Bitcoin Payment for Hormuz Strait Tolls, Earning 282 BTC Daily
48 hours after the US-Iran ceasefire agreement was signed, it broke down and the Hormuz Strait was closed again. Iran set new rules: a $1 Bitcoin toll per barrel of crude oil. Based on an average of 18 million barrels crossing per day, Iran can collect 282 BTC (approximately $20 million) in a day, amounting to over 100,000 BTC annually, nearly 50% of the new supply on the network. The ideal of decentralization is becoming a tool for sovereign nations to evade sanctions.
Hot Topic: Both Chinese and English communities are discussing whether this is a turning point for the geopoliticalization of cryptocurrency; some question the technical feasibility while others worry about the precedent of "sovereign nations evading sanctions with cryptocurrency."
North Korean Internal Payment Server Data Leaked for the First Time, Revealing $1M Monthly Fraud Network
ZachXBT obtained data that had never been made public before: North Korean internal payment servers, 390 accounts, complete chat logs, and cryptocurrency transaction records. The data reveals a fraudulent network earning $1 million a month—identity forgery, legal document forgery, cryptocurrency cashing out—an entire process as sophisticated as an industrial production line.
> Scathing Comment: Iran collects tolls in Bitcoin, while North Korea earns millions with cryptocurrency. The decentralization revolution has turned into a new toolbox for sovereign nations.
Bhutan Government Continues to Liquidate BTC, Holdings Drop from 13K to 3,954 Coins
The Bhutan government transferred another 319.7 BTC (approximately $2.268 million) an hour ago. Since October 28, 2024, Bhutan's BTC holdings have dropped from 13,000 coins to 3,954 coins, resulting in cumulative sales of over 9,000 coins (approximately $640 million).
TRON's $1.6B Ponzi Scheme Disguised as "Hong Kong Health Technology Group"
Phalcon exposed a $1.6 billion Ponzi scheme on TRON, disguised as the "Hong Kong Health Technology Group," borrowing the name of Verily Life Sciences under Alphabet and a listed A-share company. Phalcon claims this is one of the largest funds on TRON on record.
Visa Announces Sumvin as AI Agent Payment Pilot Partner, Permission Layer Built on Sei
Visa announced Sumvin as a pilot partner for Intelligent Commerce Connect, a new entry for AI agent payments, connecting to major card networks. Sumvin's permission layer is built on Sei, enabling agents to prove identity, define authorization scopes, and settle transactions.
Morgan Stanley Launches Bitcoin ETF, $34M Flows on First Day
Morgan Stanley launched a Bitcoin ETF, which saw $34 million in inflows on its first day. Traditional financial institutions continue to enter the cryptocurrency market.
Source: TechInAsia
Technology Companies
Microsoft 2FA Attack Widely Spreads, WireGuard Developer Locked Out of Account Unable to Release Updates
Microsoft confirmed that a new large-scale 2FA code attack is underway, affecting many users. Meanwhile, the WireGuard VPN developer is unable to release software updates due to Microsoft locking their account, garnering support from the open-source community. Both incidents point to the unchecked power of cloud platforms.
Huawei Cancels Active Resignation N+1 Compensation, Yu Chengdong Criticizes Team Design Aesthetics
Starting April 1, Huawei will no longer provide N+1 compensation for voluntary resignations, sparking heated discussions. Meanwhile, Yu Chengdong publicly criticized the team's retail design aesthetics as poor and lacking sophistication.
Finance / Macroeconomics
US-Iran Ceasefire Breaks Down 48 Hours Later, Oil Prices Bounce Back from 16% Plunge to $97
After the US-Iran ceasefire agreement was signed, oil prices dropped 16% (the largest single-day decline since April 2020). However, 48 hours later, Israel bombed Lebanon, Iran claimed that the ceasefire agreement was violated, the Hormuz Strait was closed again, and oil prices rebounded to $97. Investment banks have divided predictions for oil prices: Goldman Sachs lowered its forecast to $90, Standard Chartered maintained $98, while ANZ believes prices must be above $100 to suppress demand.
Hot Topic: The market is debating how long the ceasefire agreement can last and whether oil prices will return to $100.
Federal Reserve Meeting Minutes: The Iran War Brings Dual Risks
The meeting minutes indicated that the Iran war brings dual risks: high oil prices may force interest rate hikes, while an economic recession requires rate cuts. Officials are caught in a dilemma.
Wall Street Insights | Cointelegraph
US Stocks
Ceasefire Agreement Drives Dow Jones Up 1300 Points, Semiconductors Rise 7%, But Ceasefire Breaks Down the Next Day
The US-Iran ceasefire agreement drove the Dow Jones up 1325 points (an increase of 2.85%), NASDAQ soared by 2.80%, and S&P 500 surged by 2.51%, with the semiconductor sector rising nearly 7%. However, the ceasefire broke down the next day, reversing market sentiment.
Hot Topic: The WSB community is discussing significant losses from mis-selling options, DCA faith crises, and some question whether insider trading occurring before the ceasefire led to "precise short oil long stocks."
Secrets to Trading Stocks During Trump's 2.0 Term: Nine Out of Ten of the S&P's Biggest Up Days Are Related to TACO
Since the start of Trump's 2.0 term in January 2025, the S&P 500 index has increased by over 13%. However, if a trader had only captured the profits from these top ten trading days, their compound return as of Wednesday's close would reach about 35%.
Finance Link
How to Stick to DCA (Dollar-Cost Averaging) When the Market is Manipulated This Way?
Community Discussion: The back-and-forth of the ceasefire agreement led to significant market fluctuations, and retail investors are questioning the effectiveness of the DCA strategy.
Reddit
Chips / Hardware
Nvidia GPUs Found Vulnerable to New Rowhammer Attack, Can Fully Control Machines
Security researchers discovered that a new Rowhammer attack can fully control machines running Nvidia GPUs. This is a hardware-level security vulnerability affecting a wide range of systems.
Google Releases Gemma 4 Open Source Model, Claims "Strongest at the Byte Level"
Google released the Gemma 4 open-source model, claiming it is the "strongest open model at the byte level." They also released Gemini 3.1 Flash Live audio AI and Lyria 3 Pro music generation.
Today's Dark Lines
Iran collects tolls in Bitcoin, North Korea earns millions with cryptocurrency, Bhutan is liquidating BTC. The ideal of decentralization is becoming a new toolbox for sovereign nations to evade sanctions, acquire foreign currency, and hedge risks. Meanwhile, Anthropic is blacklisted by the Pentagon for being too dangerous to release its models, the CEO of OpenAI is accused of being a pathological liar, and Microsoft locking accounts has prevented open source developers from updating software. Where are the boundaries of technology? Who defines safety? The balance of power is tilting towards platforms and nations, rather than individuals.
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