Transit Swap 这次安全事故不是个简单的坑… 主要原因在于 Transit Swap 协议在进行代币兑换时并未对用户传入的数据进行严格检查，导致了任意外部调用的问题。攻击者利用此任意外部调用问题窃取了用户对 Transit Swap 授权的代币。 多说无益，尽力追踪。

据美国新闻与世界报道报道，美国与中国就霍尔木兹海峡通行费问题达成共识，双方一致认为任何国家均不应在该海峡收取通行费。这一共识标志着两国在霍尔木兹海峡议题上立场罕见趋同。美中两国的联合表态为国际社会在该问题上的讨论确立了明确基调。 #美中关系# #霍尔木兹海峡# #航运自由# ———————————————————————— US News & World Report reports that the United States and China have reached an agreement on the issue of transit fees in the Strait of Hormuz, with both sides concurring that no country should be permitted to charge passage fees through the strait. The consensus marks a rare alignment between the two nations on the Hormuz issue. The joint stance by the US and China sets a clear tone for international discussions on the matter. #USChinaRelations# #StraitOfHormuz# #FreedomOfNavigation#

过去 2 小时跟踪了全网 435 条新闻消息，筛出 5 条值得关注的核心信号。美国 4 月 CPI 飙升至 3.8% 创三年新高，配合霍尔木兹海峡 10 亿桶的实物缺口，二次通胀已从预期变为物理现实。 1/ US CPI hits 3-year high as energy costs explode. Headline 4.0% data shows 3.8% YoY growth with energy inflation surging to 17.9%. Fed's Goolsbee calls the report 'worse than expected' as core services hit 0.45% monthly, effectively killing H1 rate cut hopes. $TSM $NVDA 2/ Global oil deficit reaches 1 billion barrels. ADNOC CEO warns the Hormuz blockade has created a massive physical supply gap that compounds daily. With WTI breaking $101 and Brent at $107, the market is finally pricing the structural failure of global energy transit. $CVX $XOM 3/ CME to launch AI compute futures. The world's largest derivatives exchange is partnering with Silicon Data to commoditize GPU rental rates. This shift turns AI compute from a capital expense into a hedgeable financial asset, validating the 'compute as the new oil' paradigm. $NVDA $AVGO 4/ Cerebras IPO at $5.5B valuation triggers OpenAI windfall. The chipmaker's listing could net OpenAI over $5B for its 11% stake as it seeks to diversify hardware supply. This establishes a clear valuation floor for custom AI silicon outside the NVIDIA monopoly. $MSFT $NVDA 5/ Treasury Secretary Bessent backs Bank of Japan's path. Meeting with PM Ishiba, Bessent signaled 'full confidence' in Governor Ueda and acknowledged that fundamentals will stabilize the Yen. This reduces the tail risk of a chaotic, uncoordinated global carry trade unwinding. $SONY $TM That's the signal from this window. With CPI and energy both breaking higher, is the Fed's 2% target officially dead? Repost if you're watching the same tape.

本次FCC，4月30日会议，3:0 一致表决通过！ 短期：流程走不完，几乎没变化 长期：CN2-GIA/CMI线路失去低延迟优势，美西VPS连接质量下降并且成本提高 NPRM 拟禁止中国移动、中国电信、中国联通在美国运营数据中心，并可能禁止美国运营商与「Covered List」上的实体进行网络互连（即物理禁止 Verizon、AT&T 等与其互联）。 1）禁止美资运营商与中资运营商进行网络互联（Interconnection），涉及 IP Transit、语音互联、SMS 中枢、企业回程等关键设施 2）禁止中资运营商在美国运营数据中心及互联网交换中心接入点（PoP） 3）可能扩及关联企业：持股 ≥ 10% 的附属公司，或以「Covered List」实体设备（华为、中兴等）组网的企业 4）另一项提案同日推进：禁止所有中国实验室为进入美国市场的电子设备提供测试认证