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别再等别人批准你才去创业了。
Stop waiting for permission to start your business.
你的想法就差一步，Shopify能帮你轻松实现。
Your idea is one step away, and Shopify can make it easy to make it happen.
我们在Crypto 101就是这么做的，用Shopify卖我们的书，之后的事就顺理成章了。
That's what we did at Crypto one zero one and use Shopify to sell our book, the rest is history.
我喜欢Shopify的一点是，它把创业中最吓人的部分给解决了。
The thing I like about Shopify is it takes the scary part out of starting.
你不用再坐在那儿琢磨网站、支付、结账、库存这些小事，这些细节常常在还没发布前就把人劝退了。
You're not just sitting there trying to figure out a website, payments, checkout, inventory, all these little things that stop people before they even launch.
说到建网店，我觉得最大的问题就是麻烦。
When I think about building a storefront, the biggest thing is friction.
你希望顾客一到你的页面，就喜欢上你卖的东西，然后能顺利下单，不会卡住。
You want someone to land on your page, like what you're selling and be able to buy without getting stuck.
这就是Shopify特别厉害的地方。
That's where Shopify is huge.
Shopify的结账流程就是为了帮助更多顾客完成购买而设计的。
Shopify checkout is built to help more customers finish their purchase.
他们回来的时候，信息已经保存好了。
And when they come back, their details are already saved.
一键下单，搞定。
One tap and they're done.
最棒的是，Shopify支撑着全球数百万家企业，从你熟悉的大品牌比如美泰和Gymshark，到刚刚起步的小生意。
The cool part is Shopify powers millions of businesses worldwide from huge brands that you know, like Mattel and Gymshark to small businesses just getting started.
所以无论你是想打造下一个大品牌，还是推出你的第一个产品，基础设施都已经准备好了。
So whether you're building the next big brand or launching your first product, the infrastructure is already there.
这些搞定了，你就可以专注于真正重要的事情：打造品牌、吸引关注、把人带到你的店铺，让生意不断成长。
Once that part is handled, you can focus on the real work, building the brand, getting attention, and bringing people to your storefront so the business can grow.
当有人真正下单的那一刻，你的想法就变成了现实。
That moment when someone actually buys, that's when the idea becomes real.
有了Shopify，你的创意和真正的生意之间没有任何障碍，所以赶紧把它变成现实吧。
With Shopify, nothing stands between your idea and a real business, so go make it one.
今天就去 shopify.com/crypto10one 开始免费试用吧。
Start your free trial today at shopify.com/crypto10one.
网址是 shopify.com/crypto10one，去那里就能开启免费试用。
That's a free trial at shopify.com/crypto10one.
八月挺适合把衣柜稍微整理一下的。
August is a good time to clean up the closet a little bit.
把那些夏天没怎么穿过的衣服都处理掉吧。
Get rid of the summer stuff that you didn't use.
为秋天的衣橱做好准备，升级那些你每周都会穿的基础款。
Prepare for your autumn wardrobe and upgrade the basics that you'll actually reach for every week.
这就是我喜欢 Quince 的原因。
That's why I like Quince.
他们家的单品数量不多，但品质出众，摸起来很有高级感，价格却不像奢侈品那样虚高。
They make fewer better pieces that feel premium, but don't come with the luxury markup.
对我来说，我回购最多的是那套100%欧洲亚麻的抽绳沙滩裤和配套衬衫。
For me, the piece I keep coming back to is the 100% European linen drawstring beach pants with the matching shirt.
我特别喜欢在海边度假时穿它们，因为既轻松又透气，穿着舒服，而且看起来很有型，完全不用刻意打扮。
I love wearing them on beach vacations because they're easy, they're breathable, comfortable, and they look put together without feel like I'm trying too hard.
白天随手一穿就能出门，去水边玩也合适，晚上稍微搭配一下也能撑得住场面。
Throw them on during the day, wear them by the water, or dress up a little bit at night.
这才是真正实用的基础款，因为它太百搭了。
That's the kind of staple I actually use because it has versatility.
而这正是 Quince 最擅长的地方。
And that's really what Quince does well.
他们主打那些特别实用的日常单品，比如超柔软的有机棉T恤，还有质感高级的木兰混纺和羊绒毛衣，无论是 casual 的工作日还是外出晚餐都能轻松驾驭。
They specialize in everyday pieces that work harder like ultra soft organic cotton tees and premium magnolia and cashmere sweaters that can go from a casual workday to dinner out.
如果你的基础款衣服开始显得旧了，Quince 让你升级起来很方便。他们的 premium 丹宁裤和修身斜纹布裤只要60美元起，版型结构和面料质感都达到了奢侈品牌的水准。
If your basics are starting to feel worn out, Quince makes it easy to upgrade with premium denim and tailored chinos from just $60 with the fit structure and quality fabrics you'd expect from a luxury designer brand.
Quince 的所有商品定价都比同类品牌低50%到80%。
Everything at Quince is priced 50 to 80% less than similar brands.
他们直接与合规工厂合作，去掉了中间商环节，所以你付的钱都是花在高品质上，而不是品牌的溢价。
They work directly with ethical factories and cut out the middleman so you're paying for high quality, not brand markup.
而且他们家不只有衣服。
And it's not just clothing.
Quince现在成了大家的首选，从酒店级别的床品和浴室用品，到高端厨具和旅行必备好物，应有尽有。
Quince has become a go to for everything from hotel quality bedding and bath essentials to premium cookware and travel must haves.
各位，我早就跟你们说过无数次了，一定要去quince.com看看，因为他们的网站特别有意思，选项多得让人挑花眼。
Guys, you've been hearing it for so long now how I tell you you have to go to quince.com because the website is so fun for all the options that they have.
这个网站逛起来特别过瘾，而且价格真的没得挑。
It's a great website to go click around and the prices can't be beat.
升级你的日常穿搭，下载 Quince App 享受专属优惠。
Upgrade your everyday, download the Quince app for app exclusive offers.
访问 quince.com/crypto10one。
Go to quince.com/crypto10one.
现在下单享免运费，并支持365天无理由退货，加拿大和英国也能用了。
Get free shipping on your order and three hundred and sixty five day returns now available in Canada and The UK too.
网址是 quince.com/crypto10one。
That's quince.com/crypto10one.
好了，各位。
Alright, everybody.
欢迎回到加密货币简报。
Welcome back to the crypto rundown.
祝大家周五快乐。
Happy Friday to you all.
大家可以看到，今天我们有布莱恩·麦克纳特和我们一起。
Weekend, as you see on the screen, have Brian McNutt with us.
你们知道那意味着什么。
You know what that means.
节目后面我们会聊聊他的一些看涨股票和他的一些大赢家。
Later in the show, we're gonna be going over some of his cuss calls, some of his big winners.
伙计们，工作群里在说，布莱恩·麦克纳特，恭喜你十倍收益。
Guys, work chat is saying, Brian McNutt, congratulations on the 10 x.
对布莱恩·麦克纳特来说，这个夏天是十倍收益的夏天。
It's a 10 x summer for Brian McNutt.
这家伙的赢面真是难以置信。
Unbelievable winners, this guy.
这是你节目后半段一定要听的。
It's something that you're gonna wanna tune into on the second half of the show.
布莱恩会讲他的操作流程。
Brian's gonna go through his process.
如果你们是老听众，就知道他和乔在动量赚钱社区里的那种效应，天哪，他们这个夏天太火了。
And if you guys are long term listeners, you know the cusp effect, with him and Brian and and sorry, with him and Joe in the Momentum Moneymakers community and God, they have been hot this summer.
简直不可思议。
Unbelievable.
整个夏天都在升温，把恒温器调到一百度以上，动量赚钱社区。
Turning the temperatures up, turning the thermostat past a 100 all summer long, the Momentum Moneymakers.
我们会分享一些他们的推荐。
We're gonna give you some of those calls.
我们会逐一分析。
We're gonna break them down.
当然，节目一开始，我们会带来所有你需要知道的新闻。
And of course, at the top of the show here, we have all the news that you need to know.
关于《清晰法案》，我们对八月会发生什么有一些见解。
The Clarity Act, we have some insight into what's gonna happen here in August.
我们会为你详细解读。
We're gonna break that down for you.
我们马上会打开CoinMarketCap，同时聊聊我们看到的大资金流向哪里、他们怎么操作、为什么这么做，以及为什么现在“加密货币是AI的下游”这个说法这么有吸引力。
We're gonna pull up coin market cap in a second along with some topics of where we see the big money moving in, how they're doing it, why they're doing it, and why the narrative of crypto being downstream from AI is so tasty right now.
这个话题一直在时间线上持续发酵。
It keeps going all over the timeline.
我们为你准备了一个视频。
We've got a video for you.
Brian，我们打开CoinMarketCap吧。
So Brian, let's pull up coin market cap.
自从你上次上节目以来，今天、最近几天、过去一周，你有什么新发现吗？
Anything you've seen since the last time you've been on the show, this today, the last couple days, over the last week.
对我来说，这个价格走势，你知道的，七天来看，加密市场总市值排名前20的趋势是向上的。
The price action to me is, you know, trending positive over the seven day there for the coin market cap 20.
比特币七天上涨了3%。
Bitcoin up 3% over the seven day.
但再说一次，总体来说，感觉就像在一个不错的区间里波动，说实话这也是我们在节目里一直聊的，所以这得归功于我们自己。
But again, just kind of overall, it feels like a nice little range here, something that we've honestly been talking about on the show, so credit to us there.
而且我也不觉得这个区间会在短期内被打破，不管向上还是向下，在我看来不会有什么大波动，但我想听听你的看法。
And again, I don't I don't necessarily see a resolution to the range, in in a volatile way, upside or downside, in my opinion, but I want to know what your thoughts are.
对。
Yeah.
我觉得你说得很到位，老兄。
I think you nailed it, man.
我是说，自从上次我们上节目以来，价格大概还是跟上次差不多的位置，现在就是这样。
I mean, since the last time we're on our show, we're probably right around the same price where we were last time I was on, and that's where we are.
我们就是被困在区间里，横盘震荡，随便你怎么说，我觉得如果没有突发大事件的话，我们会继续保持这个状态。
We're range bound, chop city, whatever you wanna call it, and I think we're gonna stay that way, again, without some crazy event.
我知道现在政府那边可能会搞出些有意思的动作，引发市场波动。
I know we have some administration that can, you know, do some interesting things and cause some market movements.
但只要别出现什么黑天鹅事件，我觉得我们大概率会维持在这个区间震荡，一直到秋天。
But as long as, you know, nothing no black salon event, I think we probably stay in this range, until the fall.
在那之前，我们会继续做一些行情回顾。
And then we'll we'll be doing some rundowns until then.
我觉得大盘那边可能会变得有点疯狂。
I think things could get a little nutty in the majors.
不过说到主流币，我们目前就在六万美元上下震荡。这种横盘状态持续得越久，我就越倾向于定投这些主流币。
But in terms of the majors, you know, we're just ranging in this $60,000 range, which every day this continues to stay in this range, makes me more and more bullish to DCA into these majors.
我是这么想的，因为我确实觉得咱们迟早会突破这个区间。
So there's that, because I do think that we are going to break through eventually here.
但你也看到了，比特币在六万四五千徘徊，以太坊也一直在两千美元附近晃悠。我对以太坊越来越看好，毕竟之前聊过不少机构采纳的话题，后面还会细说Robinhood链的事，而且现在好多项目都在用以太坊。
But as you can see, Bitcoin 64, 65 k, Ethereum, you know, always just tipping around that $2,000 mark, which I'm getting a little more and more bullish on Ethereum because there's just you know, we've talked about a lot of different rundowns, just about the institutional adoption, and we we'll talk more about the Robinhood Chain, but a lot of things have, you know, are utilizing and using Ethereum.
所以进入秋季后，我对以太坊的看涨情绪更浓了。
So I'm I'm getting a little bit more bulled up on Ethereum coming into the fall.
Solana 上出现了一些挺有意思的代币。
Solana has had some interesting tokens out there.
这些链的价格还在七十美元上下徘徊。
The chains, you know, still in the $70 range.
我是说，Chop City。
I mean, Chop City.
有一块领域我是长期看好的，我一直都很看好，不过现在没那么兴奋了，比如 Hyperliquid？
The the one area that I am bullish on long term, I've always been bullish on, but right now I'm not as excited are those, is like hyper liquid?
我们发现它的表现没那么好。
We've seen it not perform quite as well.
我现在把 Hyperliquid 也算作主流加密资产了，毕竟它讨论度太高了。
I'm kind of bundling hyper liquid into the crypto majors now because it's so talked about.
居然还有针对它的 ETF，真是服了。
There's an ETF for it, for goodness sakes.
不过看起来，这些 ETF 的表现似乎不如比特币和以太坊的那些。
But it seems like ETFs aren't performing quite as well as some of the Bitcoin and Ethereum ones.
这一点我们表上可能没列出来，但最近比特币和以太坊的ETF表现真的很好。
And that's somewhere I don't think we're up on the sheet, but ETFs recently have been performing really well for Bitcoin and Ethereum.
所以有人在后端抛售，但资金还在通过ETF流入。
So someone's kinda selling on the back end, but ETFs are flowing.
不过话说回来，市场目前就是在震荡区间里横盘整理。
But with that all being said, they put a bow on it just kind of in this chop zone.
主流币应该还是会稳在那里。
The majors, think, are gonna be there.
不过，你之前也提到过这一点。
But, you alluded to it earlier.
链上确实有一些动静。
There's been some action on chain.
链上出现了一些表现非常亮眼的币种，我觉得如果大家都想去挖掘这块领域，这其实是一个信号，可能再过一两个月，市场就会逐渐回暖，有望进入牛市，或者主流币也开始反弹。
There's been some really interesting runners on chain, and I think if everybody wants to explore that area, that's that's kind of a little bit of a sign a month or two before we start to click hopefully into a bull market or things start to swing around with the majors.
链上活跃度上升，前线的气氛也开始热络起来了。
On chain activity, the vibes start to get picked up in the the in the trenches.
那是我喜欢关注的一个指标之一。
That's like one of those, like, one of those indicators I like to watch.
所以我现在感觉比39恐惧模式要高一些。
So it it I'm getting I'm feeling higher than the 39 fear mode right now.
我比那个数值要高一点。
I'm a little higher than it is.
我们上周聊过这个。
We talked about that last week.
在我转到下一个话题之前，布莱恩，我有点……
And while I transition to our next topic, Brian, I'm getting just a little bit.
我们正在直播，我听到一点杂音或回声。
We're doing this live and I'm getting just a little bit of some ping or some echo.
所以也许试着把麦克风移近一点，看看有没有帮助。
So maybe try and move your mic a little bit closer and see if that helps.
不太确定是什么
Not sure what
不过我们继续吧，如果我还能听到的话，我们边进行边想办法解决。
that is, but we'll continue on and if I keep hearing it, we'll try to fix it as we move on here.
我注意到你一直在说链上、链上。
One thing that I'm noticing on on you're talking about going on chain on chain.
那将是我们的第四个话题。
We that's gonna be topic four here.
我们马上就会讲到。
We're gonna get to that in a second.
我们上一期节目和Brendan聊过，恐惧和贪婪指数已经处于恐惧或极度恐惧状态一个多月了，这当然不是我们想看到的，但这也是筑底过程的一部分。
We talked about with Brendan in our previous show how fear and greed we've been in fear or extreme fear for a month plus now, which again, you don't love to see that, but again, it's part of the bottoming process.
这就是我们之前和Brendan讨论的，筑底过程的数据。
That's what we talked about, Brendan, the data of the bottoming process.
然后你看比特币的图表，已经处于极度恐惧状态一个月了，但价格其实没什么波动。
And then you see here on the chart with Bitcoin, you've been in extreme fear for a month, but you really haven't had any price movement.
如果有的话，也只是略微上涨，就像你在图表上看到的那样。
If anything, it's a tick upward, as you can see there on the chart.
还有一点我开始注意到了，这种情绪总是来回摆动，就像个钟摆一样。我和你都挺喜欢这个的，尤其是在博彩市场里。
And one thing that I'm starting to pick up, and this always swings, this is one of those pendulums, me and you love this, especially in the betting markets.
我最近开始看到一些风声，据说美联储主席凯文·沃尔什准备支持在九月加息。
One thing I'm starting to see is there's whispers of Fed chair Kevin Walsh is reportedly prepared to support a rate hike in September.
上周有个美联储的利率新闻发布会。
There was a a Fed rate Fed press conference last week.
布莱恩，我们这次也没来得及聊那个话题。
We didn't get to cover that one either, Brian.
我们得想办法安排下一期。
We gotta try and get the next one.
只是时间上还没对上。
Just schedules haven't lined up.
不过我听说，如果数据没有好转，他可能愿意继续加息，也就是美联储提高利率。
But I'm saying, you know, there's some whispers like, oh, well, if the data doesn't change, he's willing to raise some raise the interest rates here or the Fed rates.
但今天就业报告出来了。
But then the jobs report comes out today.
这不在计划表上啊，Brian。
This wasn't on the sheet, Brian.
抱歉。
Sorry.
我就是即兴发挥一下。
I'm just kinda going off the cuff here.
不过今天降息的可能性可能会降低。
But the odds of a separate rate might fall today.
所以他们好像是在故意把市场情绪往低了说。
So they're they it's almost like they're talking the market down.
我觉得新美联储主席是想维持那种平衡，而且我相信他们会根据数据来决定行动。
I feel like they're trying to the new Fed's trying to keep this, like, equilibrium thing, and they're gonna be data dependent, I believe.
不过我觉得这事儿挺有意思的。
But I just find it interesting.
不管外面怎么放风，数据走势似乎总是跟他们的说法相反，这真的让我觉得很有意思。
Whatever jawboning you see going on, the data seems to go the other way, which I I find really interesting.
所以，比如当就业数据像这样断崖式下跌的时候，而且这种报告经常出现，所以情况可能会变。
So, like, when when jobs are falling off a cliff like this, and again, this this type of report comes out a lot so it can change.
但是，你知道，当这个就业数据出来的时候，加息的可能性就会下降。
But, you know, when when this jobs number comes out, the chance of a rate hike drops.
所以市场上有很多噪音，尤其是在这个区间内的时候。
So a lot of noise out there, especially when you're in the range.
但我确实同意，在某个时候，这个区间可能会有一个突破，向上或者向下，这就是我们试图弄清楚的。
But I do agree at some point, you're probably gonna have a, you know, resolution to this range, upside or downside, and that's what we're trying to do to to figure it out.
那我们继续吧。
So let's move on.
我觉得我手头有这个《清晰法案》。
I think I have is this Clarity Act.
《清晰法案》确认投票被推迟到九月了。
The Clarity Act confirmed the vote is being pushed back to September.
那还得看他们能不能真的把投票提上日程。
That's if they even get it to a vote right on the floor.
休会就要开始了。
Recess is starting.
没赶上。
It didn't make the cut.
这真的是很多人的底线，布莱恩，要是现在还没决定，那2026年可能就没戏了。
This was, this was a true line in the sand for a lot of people, Brian, that if it didn't get decided by now that it might not get decided at all in 2026.
那在没有投票的情况下就休会了，你怎么看？
So what are your takes heading, into recess with no vote?
太逊了。
Super lame.
逊。
Lame.
我们需要《清晰法案》。
We needed the Clarity Act.
我希望它已经搞定了。
I wanted it done.
我的意思是，这事迟早会发生。
I I mean, I I it's happening eventually.
我觉得这不是会不会发生的问题，而是什么时候发生的问题。
I I don't think it's a matter of if it's gonna happen, it's when it's gonna happen.
我自己也是个爱下注的人，而且你知道，我总能感觉到市场的一些动向。我知道他们说的是，这事会在九月或十月重新讨论。
As a betting man myself and, you know, always kinda getting a vibe in the market, I know they're saying that, you know, it's gonna be a readdressed in September, October.
我觉得2026年我们可能悬了。
I I think we might be cooked for for 2026.
我还没看预测市场的赔率，但估计对2026年发生这事不太乐观。
I haven't looked at the poly market odds, but they they probably aren't the best for it happening in 2026.
不过也有一些其他的，你知道，SEC说他们会发布一些其他指导方针。
But there's there's been some other you know, the SEC said they're gonna come out with some other guidelines.
我觉得这不会让我们倒退。
I I don't think this is gonna put us back.
我觉得这只是另一个推动我们前进的催化剂，但市场已经消化了这个消息，在我看来。
I think this is just another catalyst to push us forward, but the market already digested this, in my opinion.
其实早就看出苗头了。
The writing was on the wall for a little while.
对。
Yeah.
2026年发生的概率是14%。
14% chance to happen in 2026.
这感觉差不多，因为马上就到假期了，然后转眼就到2027年了。
That feels about right because we we hit the holidays, and then then it's gonna be 2027 before we know it.
而且很可能，希望是在牛市最热的时候，我们能把《清晰法案》签下来，然后开香槟庆祝，好好享受一番。
And it's probably, hopefully, when the heat of a bull market, we get the Clarity Act signed and, you know, we're popping bottles and having a good time.
但可惜没成，因为我觉得我们离成功非常非常非常近了。
But lame, it didn't happen because I think we were very, very, very close.
要感谢所有推动这件事的参议员们。
And hats off to everybody, all the senators that were pushing forward.
不过我们走着瞧吧。
But we'll see what happens.
我不是说完全没可能，但要说押注的话，我大概会押在2027年。
I'm not saying it's a non zero chance, but twenty twenty seven's probably where I would have a booking.
嘿，现在在Polymarket上14%的赔率可不差，你知道的，就撒一点点，撒一点点。
Hey, you don't hate a 14% odd on poly market these days, you know, just a little sprinkle, just a little sprinkle.
而且到了2026年秋天，甚至2027年，有很多刺激的Polymarket市场可以玩，不管你是押注——
And there's a lot of exciting poly markets to be had as me and you know, into the fall of twenty twenty six, dare I say 2027, whether you're betting on
足球，宝贝。
football, baby.
不管你是押《清晰法案》还是押约翰尼·曼齐尔会不会出现在大学比赛日的节目里？
Whether you're betting on the Clarity Act or will Johnny Manziel appear on the, college game day show?
老听众都知道这个梗。
Longtime listeners know that one.
这是个冷门。
That's a pull.
说到老听众，我们来了位新朋友，Holy Whale。
Speaking of longtime listeners, we got, Holy Whale.
再见了，Tevo的八月预测赌注。
Goodbye, Tevo's August prediction bet.
对。
Yeah.
我们得把这个扔进垃圾桶了。
We're gonna have to throw that one in the trash.
但话说回来，当时确实有些价值。
But again, there was there was some value there.
确实有些价值。
There was some value.
Holy Whale，节目的老听众，也是节目的朋友。
Holy well, long term listener of the show, friend of the show.
对。
Yeah.
嗯，你知道，我们是为了拉人进来才这么做的。
Well, you know, we did it for pulling up.
我这里还留着呢。
I still have it up here.
所以如果我们看历史走势，一月份的时候它就在这个区域，是下跌的。
So if we're pulling up all time, it was down in this area when it was in the, in January.
我们得拉回40%。
We got to pull a 40%.
我们当时和Brendan在直播。
We were live on air with Brendan.
Brian在看着。
Brian was watching.
我当时就在那里开始小仓位买入。
I started nibbling there.
对，对，我的意思是，又是，你后来不久就看到了40%的波动，涨到了80。
And yeah, yeah, I mean, again, you got a 40% swing there up to 80, not too long later.
所以那是一个很有意思的交易市场。
So it was it was an interesting market to trade.
我也不是非得从这里交易一个出去，但我确实留了一些长期持有的，现在看来显然是要打水漂了，但这就是游戏的规则，而且也挺有意思的。
I wasn't necessarily I traded one of these out of here, but I did keep some long term ones that obviously look like they're going to be trash now, but that's the name of the game and it's fun.
千万不要冒险投入任何你输不起的东西，尤其是在预测市场这种游戏里。
And never ever risk anything that you're not willing to lose, especially in the poly market game.
不过我们来看看吧。
But let's see.
现在大家都在谈论AI，但真正重要的AI是那种能帮你节省时间、做出更明智决策、减轻你工作负担的。
Think everybody is talking about AI right now, but the AI that actually matters is the kind that saves you time, helps you make smarter decisions, and takes work off your plate.
如果你在经营电商生意，物流发货这件事既可能让你保持顺畅运营，也可能完全拖慢你的脚步。
And if you're running an e commerce business, shipping is one of those things that can either keep you moving or completely slow you down.
这就是我喜欢ShipStation的原因。
That's why I like ShipStation.
它是一个为电商业务打造的全流程订单履约平台，它的AI是基于全球数十亿件包裹的多年真实发货数据训练出来的。
It's an end to end order fulfillment platform built for ecommerce businesses, and its AI is trained on decades of real shipping data from billions of shipments across the world.
所以与其在五花八门的工具之间来回切换，ShipStation能帮你牢牢掌控全局。
So instead of juggling a bunch of different tools, ShipStation helps you stay in control.
它能提醒你库存不足，推荐最好的物流公司和费率，自动化任务，帮你随着业务增长节省时间。
It can alert you when your stock is low, recommend the best carrier selections and rates, automate tasks, help you save time as you grow.
你还可以在不同销售渠道同步库存，自动比价，品牌化的退货门户，以及与会计和CRM软件的集成，都在一个地方搞定。
You also get inventory syncing across sales channels, automatic rate shopping, a branded returns portal, and integrations with accounting and CRM software all in one place.
如果我开电商店，我肯定想要这样的工具，因为一旦订单开始进来，你不想让物流成为绊脚石。
If I were running an e commerce store, this is exactly the kind of tool I'd want because once the orders start coming in, you don't want shipping to be the thing that's holding you back.
超过100万家企业信任ShipStation来优化和扩展他们的物流。
Over 1,000,000 businesses have trusted ShipStation to optimize and scale their shipping.
你越早切换，就越早开始节省时间和金钱。
The sooner you switch, the sooner you start saving time and money.
今天就注册ShipStation，在shipstation.com输入优惠码crypto，就能免费使用60天。
Get started with ShipStation today and get sixty days free at shipstation.com with code crypto.
网址是shipstation.com。
That's shipstation.com.
优惠码是crypto。
Code crypto.
网址是 shipstation.com，优惠码是 crypto。
Shipstation.com, code crypto.
税费另计。
Taxes and fees apply.
我不知道你们怎么样，反正我经常不知不觉就到晚饭时间了。
I don't know about you, but dinner sneaks up on me all the time.
我打开冰箱才发现，根本没准备好蛋白质食物。
I'll open the fridge and realize I have no protein ready.
到了那个节骨眼上，我可不想再去趟超市，临时抱佛脚地买 groceries，还得碰运气看店里还剩什么肉或者汉堡肉饼。
And at that point, I'm not trying to go to the store, make a last minute grocery run, and gamble on whatever meats or burgers are left at the store.
这就是为什么 Omaha Steaks 是个特别明智的囤货选择。
That's why Omaha Steaks is a great freezer move.
它就像是在家里请了一位靠谱的屠夫，让你在最需要的时候随时有优质蛋白质可以吃。
It's like having a trusted butcher at home and quality protein when you need it the most.
Omaha Steaks 凭借百年的积淀，早已赢得了良好的口碑。
Omaha Steaks has earned its reputation with over a hundred years.
这是全国厨房里都信赖的牛肉，直接送到你家门口。
It's the same beef trusted in kitchens across the country, shipped straight to your door.
牛排馆的品质，却没有牛排馆的价格。
Steakhouse quality without the steakhouse prices.
你的家人会以为这顿晚餐花了好几个小时，但其实没有。
Your family will think dinner took hours, but it didn't.
只需几分钟。
Just minutes.
如果你还没试过，汉堡完美套餐是最好的起点。
And if you never tried them, the burger perfection flight is the perfect place to start.
你会得到20个用五种不同牛排部位做的高级牛排汉堡。
You get 20 premium steak burgers made from five different cuts of steak.
四个菲力牛排汉堡、四个纽约客牛排汉堡、四个肋眼牛排汉堡、四个牛胸肉汉堡和四个西冷牛排汉堡。
Four filet mignon burgers, four New York strip burgers, four rib eye burgers, four brisket burgers, and four sirloin burgers.
大家，这简直就是汉堡界的山寨币组合。
Guys, this is the altcoin basket of burgers right here.
要是我和布莱恩一起试吃，我们肯定一人一半，毕竟你知道我们夏天多爱烤肉。
If me and Brian were on the rundown, we would be divvying these up fifty fifty because you know how we like to grill in the summer.
所以你拿到的不只是一盒汉堡，而是各种风味和口感的搭配，那种真正的牛排馆式 variety，平时可以扔烤架上烤，也可以在工作日快速搞定。
So you're not just getting a box of burgers, you're getting different flavor profiles, different textures, real steakhouse style variety you can throw on the grill or cook up fast during the week.
今天就去 omahasteaks.com 试试这款完美汉堡组合吧。
Try the burger perfection flight at omahasteaks.com today.
20个优质牛排汉堡只要79.99美元，再用优惠码 BEEF 还能再减35美元。
That's 20 premium steak burgers for just $79.99, plus get $35 off with the promo code beef.
去 omahasteaks.com，用优惠码 beef，结账时能减 35 美元。
That's omahasteaks.com promo code beef for $35 off at checkout.
具体条款以官网为准。
Terms apply.
详情请访问网站查看。
See site for details.
现在大家都在讨论加密货币是人工智能的下游产业，我之前就想聊这个，因为我心里很清楚自己以后要往那个方向转。
The the conversation of crypto being downstream from AI, and this is, I was trying to pull because I knew exactly I wanna transition there.
没听清，重新说。
Didn't get it, clean.
但我之所以要提这段视频，是因为这周布莱恩，我们聊了布莱斯在Out East峰会上对前CFTC主席克里斯托弗·詹卡洛的采访。
But the reason I'm bringing up this next clip is because, this week, Brian, we talked about, an interview Bryce did out at the Out East Summit with, Christopher Giancarlo, who is a former CFTC chairman.
我在节目里已经放过这段了，所以今天就不再放了。
And I played a clip on the show, so I'm not going to do it again today.
但如果你还没听过那期节目，你一定要回去听。
But if you have not listened to that episode, you have to go back.
这是我最后一次提了。
It's my last call.
上次提过之后，我保证不再提了。
Last time I mentioned it, I promise.
回去听听克里斯托弗·詹卡洛那期，前CFTC主席，他和布莱斯坐下来聊，他提出了他的想法，基本上他认为《清晰法案》不会通过，但他不在乎。
Go back, listen to the Christopher Giancarlo episode, former CFTC chairman, sat down with Bryce and he rolled out his idea of why, you know, the clay he basically thought the Clarity Act's not going to pass and he didn't care.
没关系，因为SEC主席，现任CFTC主席，他认识这些人，他们正在推出一个计划。
It didn't matter because the SEC chair, the current CFTC chairman, he knows these people and they're rolling out a plan.
他们，你知道，在他们的职位上有行政权力，他们正在推出一个计划来推动这个行业向前发展。
They have, you know, administrative powers in their positions and they're rolling out a plan to move this industry forward.
如果他们在接下来的两年里做对了，那就太过了。
And if they do it the right way over the next two years, it's gonna be too much.
两年后谁入主白宫、谁掌控参议院和国会，都不重要了。
It doesn't matter who gets into office two years from now at the presidency, the senate, the the congress.
你没法，你知道，撤销这一切。
You're not gonna be able to to, you know, unroll this out.
它会太深入地嵌入金融体系。
It's gonna be too embedded into the financial system.
我觉得这正好引出我们的下一个视频，我们的朋友Tom Lee，解释为什么加密货币是AI的下游，即使现在不是最热门的趋势，也是值得投资的。
And I think that's the perfect segue into our next video with Tom Lee, friend of the show, explaining why crypto being downstream from AI is the play for even though it's not the hottest trend right now.
这是一个2026年、2026年底到2027年的趋势，伴随着SEC、CFTC可能推动的所有立法，因为这是金融的未来。
It's a trend for 2026, later 2026 and into 2027 with all this legislation that could be being pushed by the SEC, by the CFTC, because this is the future of finance.
让我们来看看。
Let's take a look.
现在人们都用手机应用来办理银行业务。
People today bank through apps.
将来，他们还会在线上交易股票。
In the future, they're gonna be trading stocks.
而且很可能，就像罗宾指出的那样，你会通过加密货币平台来交易。
And very likely, as Robin has pointed out, you're going be trading it on a crypto platform.
那就是代币化股票。
It's a tokenized stock.
你看看周末石油交易的情况就知道了。
I mean, at what happened with oil trading over the weekends.
那全都是用的加密货币的底层系统。
That's all using crypto rails.
加密货币确实有点难懂，而且大家都不喜欢跟钱包打交道。
Crypto is a little hard to understand, and people don't like to deal with wallets.
但年轻人，也就是下一代用户，是真正的大规模采用者。
But young people, which is the next generation of users, are really big adopters.
不过他们现在在哪里呢？
Where are they now though?
我觉得你说得完全对。
And I think you're absolutely right.
确实存在错失恐惧，因为买内存股票更容易。
There is FOMO because it's easier to buy the memory stocks.
但我认为毫无疑问，十二个月后我们会说加密货币是AI的下游故事，就像内存股在2024和2025年已经过时了一样。
But I think without question, in twelve months, we're gonna say crypto was a downstream story of AI just like memory was sort of a has been story in 2024 and 2025.
对吧？
Right?
他们当时被困住了。
They they were stuck.
他们哪儿也没去。
They didn't go anywhere.
看看2026年发生了什么。
And look what happened in 2026.
它们全都暴涨了。
They all went parabolic.
斯科特，这真的在发生了。
Scott, it's it's actually happening.
比如，贝莱德几乎把每种资产都代币化了。
For instance, BlackRock is tokenizing almost every asset.
几乎每种资产都会建立在加密货币轨道上。
Almost every asset is gonna be built on a crypto rail.
这样更高效。
It is more efficient.
它提供最终结算，还能全天候交易。
It offers finality and it lets it trade twenty four seven.
这就是所谓的可组合性。
It's what's called composability.
这真的把金融资产变成了软件。
It's really turning financial assets into software.
这事正在发生，但是，嘿，是慢慢来然后突然爆发。
It's happening, but, hey, it's a slow and then sudden.
所以对我来说
So to me
慢慢来然后突然爆发，就像内存交易一样，我觉得当人们看到像美光这样的公司时，他们会迷失方向。
Slow and then sudden, just like the memory trade and and I think people get lost when you see the, you know, the microns of the world.
我总是提起闪迪，因为再说一次，我的相机一直用闪迪卡，以前去商店花15美元就能买到256GB的。
I always bring up SanDisk because again, I have, SanDisk cards for my camera all the time and used to go to store and get them for $15 for 256 gigabytes.
现在它们都下架了。
And now they're off the shelf.
他们不再生产了，因为所有东西都专用于AI了，你看闪迪的股票在一年内涨了十倍、十五倍、二十倍、三十倍。
They don't they're not making them anymore because everything's getting dedicated to AI and you watch the Sandisk stock in one one year go up, you know, ten, fifteen, twenty, thirty x.
所以这就是他说的那种情况。
And so that's kind of what he's talking about.
要知道，在2024年，这些股票根本没人买账。
It's, know, 2024, these stocks couldn't catch a bid.
现在你知道，他们根本造不过来，这股票就是随你开价的那种。
Now, you know, they can't they can't make, you know, it's just a name your price type of stock.
他们造不出足够的存储芯片来上架。
They can't make enough, memory to to keep it on the shelves.
所以他拿这个和加密货币做比较。
And so he's comparing that to crypto.
不管他对不对，这个故事线需要时间才能展开。
That's a storyline that will take time to play out whether he's right or wrong.
但这引出了区块链的重大应用场景，我特别喜欢他说的那句，金融资产正在变成软件。
But it leads into this big time usage for blockchain of everything get I loved what he said is, financial assets are turning into software.
我觉得把一切上链很有道理，我分享下一条推文的时候，觉得特别有意思，就是展示有多少东西正以极快的速度上链，区块链正在捕捉那里的一切。
And I thought that made a lot of sense of bringing everything on chain as I share this next, this next tweet I thought was really interesting of just kind of showcasing how much stuff is coming on chain at such a fast rate where blockchains are capturing, so much of all things there.
就像Tom Lee说的，金融应用在大多数月份里占比超过50%，还有消费应用、区块链、实体加密基础设施等等。
Like Tom Lee said, finance apps exceed 50% of most months, consumer apps, blockchains, physical crypto infrastructure around the areas.
感觉就是一切都开始上链了。
It's just like everything is starting to come on chain.
我觉得这真的很有意思，而且它正在分散开来。
I find that really interesting, and it's and it's, it's dispersing.
所以，再说一次，我想我们一直都说，Brian，当我把它交给你的时候，就像，嘿，人们会使用加密货币。
So, again, I think we've always said, Brian, as I hand it off to you is like, hey, people are gonna use crypto.
加密货币的大规模采用将会在人们不知道自己正在使用加密货币的时候发生。
Crypto mass adoption is gonna happen when people don't know that they're using crypto.
对。
Yeah.
我的意思是，今年我们确实看到了加密货币越来越多地融入传统金融体系，越来越多的东西上链，而且我们还会看到更多东西上链。
I mean, we've certainly seen the integration of crypto into just the traditional finance system more and more this year, and more things are going on chain, and we're gonna see a lot more going on chain.
我同意Tom Lee说的很多话，而且这些数字就是最好的证明。
I agree with a lot of what Tom Lee said there, and and the the proof's in the pudding here with a lot of these numbers.
你知道，我们正在使用更多的金融应用、更多的消费者应用、RWA。
You know, we're we're utilizing more financial apps, more consumer apps, RWAs.
一切都在上链，而背后的支撑就是区块链和加密货币。
Everything's going on chain, and the backbone behind it is blockchain and crypto.
我觉得这个趋势还会继续上升。
And I think that's gonna continue to increase.
回过头来看，我们会发现过去这几个周期里，代币化刚开始出现的时候，其实一切都很明显。
And I think we're gonna be looking back on these past couple cycles and just be like, man, that that was just so obvious at the time when we just started seeing more tokenization.
我们节目后面会聊到这个话题。
And we'll talk about later in the show.
现在甚至出现了模因币和股票配对的情况。
There's literally meme coins being paired with equities.
而且大家都在买模因币，还能通过代币化股票获得收益。
And people are buying meme coins and getting rewarded by win tokenized equities.
所以一切都在上链。
So everything is going on chain.
这种事正变得越来越普遍，几年后这就会成为世界的常态。
It's It's happening more and more, and it's just going to be the way the world is in a few years.
它不会让人觉得那么陌生，我们现在就已经开始感受到这种变化了。
It's not gonna feel so foreign, and we're starting to we're starting to already already feel it right now.
利用区块链或上链的东西越来越多，这并不令人意外。
It it's there's no surprising of how many things are coming on utilizing blockchain or coming on chain.
是的。
Yeah.
我完全同意。
I couldn't agree more.
在我们进入你的环节、由你主导之前，我想对聊天室里的各位说一声感谢。
And before we transition into your segment, you taking the lead, I want to give a shout out to the chat.
周五下午，今天还不错。
Not a bad day here on a Friday afternoon.
CJE 带头。
CJE leading the charge.
先生们，很高兴见到你，CJ。
Gentlemen, good to see you CJ.
CJE。
CJE.
我们这里有来自利物浦的安迪。
We got Andy from Liverpool.
这已经是国际连线了。
It's officially an international rundown.
他说他非常想念我们。
He says he missed us a lot.
你去哪儿了，安迪？
Where have you been, Andy?
欢迎你回来。
Good to have you back.
这里还有Holy whales和East Coast Lobster。
Holy whales here, and East Coast Lobster, as well.
所以今天参与的人很多。
So a good good turnout today.
点个赞吧。
Give it a like.
非常感谢。
Really appreciate it.
另外，稍后收看的朋友们，记得查看下方的描述。
And then for everybody tuning in later, make sure you check the description below.
我们今天的推广内容。
We have, our promo for the day.
最值得拥有的第一代币。
The number one coin to own.
点击那里的链接。
Check out the link there.
你绝对不想错过。
You're not gonna wanna miss it.
来自布莱斯和整个团队的报道。
A report from Bryce and the entire team.
再说一次，现在有很多选择，布莱恩会逐一介绍，有些地方值得关注，也有赢家可以把握。
Again, there's a lot of picks out there right now, and Brian's gonna go through them that there there's, there's places to be and there's winners to be had.
展开剩余字幕（还有 279 条）
而且，Brian，你最近在这加密货币圈子里眼光特别准。
And, Brian, you've been had some of the hottest eyes in these crypto streets that we've seen recently.
所以，我们再请你回顾一下之前的推荐和你取得的成功，顺便说说你是怎么发现那些值得关注的潜力币的，特别是现在最值得入手的那一个。
So, again, we're going to walk us through kind of some past picks and some of the success you've had, and what you kind of do to Be interested in possibly getting a future pick of the number one crypto to own right now.
看看下面的描述栏。
Check the description below.
点击那个链接。
Click that link.
去看看，因为就像Brian要展示的那样，里面有很多很棒的信息和教育内容，你不想错过的。
Check it out because again, as Brian's going to show you, there's a lot of great information and education that you don't want to miss out.
我是说，那帮人最近状态火热。
I mean, the boys have been hot.
你知道的，那帮人最近状态火热。
You know, the boys have been hot.
Joe和我最近赢了不少，其中很多都跟Robinhood有关，虽然不全是，但Solana也占了很大比例。
Joe and I have been, picking up some winners recently, and a lot of them have been centered on and not all of them, but a lot of Robinhood, a lot of Solana.
Robinhood Chain，我们在市场更新和简报中都聊过这个话题。活跃地址数创下了历史新高，大概在37.5万左右。与此同时，Launchpad的交易量之前几天一直在下滑，降到2.12亿美元左右，但随后反弹了，Deck的交易量也跟着猛涨，从图表里能看到，升到了3.61亿美元。
Robinhood Chain, and we've talked about this in market updates, we've talked about on rundowns, active addresses actually hit an all time high, I think right around 375,000 in a lot of these charts, while the Launchpad volume, which was declining there over the past couple of days to about 212,000,000, rebounded, and this deck's volume then pounded up, you can see in some of these charts, to 361,000,000.
所以总的来说，作为节目老朋友，Vlad也是我们的老朋友——这里借用了Tevo的话——Robinhood Chain确实给这个圈子，或者说整个市场，重新带来了一些活力。
So with that all being said, Robinhood, friend of the show, Vlad, friend of the show, stealing Tevo's lines there, but this Robinhood Chain has brought some excitement back into the into the trenches, if you wanna call it, and it just into the market overall.
当然也出现了一些赢家。
And there's certainly been some winners.
有赢家的地方，自然也有输家。
There's always when there's winners, there's losers out there as well.
不过说实话，确实有不少大赚的项目。
But man, there's been some huge winners.
然后，Tevo，我们可以点下一个链接，因为我觉得我们在之前的节目里聊过 Cash Cat。
And then, Tevo, we can click on to that next link because I think we talked about it on one of the rundowns Cash Cat.
那就是那个模因币。
That was the meme coin.
它就是个模因币，大家知道就行。我不是劝你们去买这个币，但当初它市值大概在一亿美元左右的时候，我们曾推荐过它，后来它就一路涨上去了。
It's just a meme coin everybody and I'm not telling you to go out and buy this meme coin but we gave it a call back, when it was right around a $100,000,000 and then it started leaking out.
Vlad 提到过这个，然后就在最近，大概一两天前，Robinhood 美国上线了 Cash Cat。
Vlad talked about it And then just recently, I think a day or two ago, Robinhood United States lists cash cat.
所以他们上线了一个 meme 币。
So they list a meme coin.
如果我们看一下那个 DEX 筛选器的图表，Tevo，市场很喜欢它。
And if we take a look at that deck screener chart, Tevo, the market liked it.
市场非常喜欢，把它推回了接近历史高点。
The market liked it a lot, kind of pushed it all the way back up to, yeah, close to all time highs again.
我记得我们达到了大概 2 亿，哦不，还没到历史高点，但差不多 2 亿左右。
I think we hit like a 200 oh, no, not quite all time highs, but 200,000,000 or so.
对，一下子就冲上去了。
Yeah, flashed up there.
但确实有一些兴奋点。
But there was some excitement there.
我接下来想说的是，这个价格对我来说有点太高了，不适合买入，但确实带来了一些缓解。
Kind of where I go from here is, I'm not, you know, this is a little bit too high for me to be buying into, but, you know, it gave some relief.
但我们可以看到Robinhood正在拥抱模因币。
But we can see Robinhood is embracing memes.
他们在拥抱模因币文化。
They're embracing meme coin culture.
我理解，很多模因币没有实际用途，但人们还是想买，而且这种趋势不会消失。
And I get it, memes, a lot of them don't have utility, but people still want to buy memes and they're not, that's not going anywhere.
每个加密货币周期，我们都能看到这一点。
Every crypto cycle, we absolutely see that.
显然，随着上市，我们开始看到抛售，但也开始看到币种在Robinhood美国上线。
Obviously with the listing, we're starting to see a sell off, but we're starting to see coins getting listed on Robinhood US.
我脑子里想的是，接下来会是什么，你知道吗？
Kind of where my brain goes is what's gonna be next, you know?
我觉得他们不会只停在一个币上。
I don't think they're just gonna stop at 1 coin.
所以我一直在思考，下一个币会是什么。
So I've been going through kind of just some thoughts of like, what's the next coin?
下一个会上线的币会是什么呢？
What's the next coin we're gonna get a bid?
我的直觉告诉我，虽然我目前还没有特别好的判断，可能要到周末才能看出来，但我觉得大概率不会是模因币。
My gut tells me, I don't really have a good beat on it yet, maybe through the weekend here, but my gut tells me it's probably not gonna be a meme coin.
更可能是那种有实际用途的币，可以通过他们的钱包购买，但现在他们想把它放到Robinhood美国平台上。如果聊天室里有人有想让我研究或调查的币，或者你有什么预感，觉得可能是哪个，确实有一些币值得关注，因为如果你押中了，我觉得它会在上线主平台的那几天里大涨一波。
It's gonna probably be more of a utility based coin that you can buy through their wallet, but now they want to put on Robinhood US, but if anybody in the chat has any coins they want me to kind of investigate or look into, or you got any vibes, what it could be, there's certainly some coins out there because if you hit that one, I think it'll cook for a couple days while it gets listed on the main platform.
这让我想起了当年Coinbase上线各种币的日子。
This reminds me of the days when coins were getting listed on Coinbase.
还记得那时候大家都在猜，下一个会在Coinbase上线的币是什么？
Remember people were like, what's the coin what's the next coin that's gonna be listed on Coinbase?
然后你就能抓住那种疯狂的上冲行情。
And you catch, like, this insane wick up.
所以这里面确实有可以研究的门道。
So there there's an angle there you can certainly look at.
说得很有道理。
It's a great point.
那是个充满炒作的时代，你知道，人们就发个推文，或者不同的KOL就开始说，哦，它明天或下周就要上线了。
That was a time of hype of trying to, you know, people would just tweet it or, you know, different KOLs would just start saying, oh, it's it's getting listed tomorrow, next week.
它要上线了。
It's getting listed.
现在赶紧进场。
Get in now.
你知道，那些日子真是怀念，接下来我们做什么？
You know, those, those, those were the days, as we move on to, what are we doing?
Uniswap？
Uniswap?
对。
Yeah.
现在别急着买Uniswap，因为他们发布了一个重大公告。
Don't, don't, don't hold down Uniswap right now because they made a pretty big announcement.
这个交易池，是Robinhood链上的一个新启动平台。
This trade pools, it's a new launch pad on the Robinhood Chain.
所以Uniswap，我们知道的Uniswap，如果要聊Robinhood这事里的赢家，Uniswap绝对是大吃特吃，因为大家又开始交易、用Uniswap了，现在他们还推出了trade pools。
So Uniswap, as we know at Uniswap, if we want to talk about a winner with what's happening with Robinhood, Uniswap's absolutely eating because people are swapping, utilizing Uniswap again, and now they release trade pools.
所以你现在可以在这些池子里发行和交易了。
So you can launch and trade now on this pools.
交易的时候，你还能看到那只可爱的小青蛙在那儿蹦来蹦去。
Trade, and you see that beautiful little frog there just popping around.
这是上周五的事，我当时就知道这有点风声了。
This is last Friday, and I was I I knew this was kind of getting rumored.
Hayden, 就是Uniswap的创始人和老板，还有几个人，都在传一些消息，关于他们发的那个币，有些传言在流传。
Hayden, who's the creator owner of Uniswap and a few other people were kind of rumoring, there were some rumors going around the coin that they launched.
所以我觉得上周五应该是29号。
So I think last Friday was like the twenty ninth.
其实，我给我们的社区发了一个交易提醒，因为在链上，Zach, 他是Uniswap团队的，大家真的把很多线索连起来了，说这个代币的创建者就是Uniswap团队，就是FRONK。
Actually, I sent a trade alert out to our community because on chain, Zach, who's part of the Uniswap team, people are really connecting a lot of dots that the guy who created this token was the Uniswap team, was FRONK.
所以你大概在200万的时候就能进场了。
So you could have got in right around 2,000,000.
对，我当时在200万的时候就喊了。
I I right I mean, I called it at 2,000,000.
我说在200万附近买，如果跌到那里的话，结果确实跌到了。
I said buy it around 2,000,000, if it gets down there, which it certainly did.
而且我真的很喜欢它。
And I really, really liked it.
我自己也冲进去了。
I I aped into it as well.
然后那玩意儿一路涨到1700万。
And that sucker ran all the way to 17,000,000.
后来有点回调是因为热度稍微降了一点，但实际上，那个负责人，我记得是产品设计经理，她在推文里提到了，说整个Uniswap交易池里的青蛙logo，那只青蛙的名字。
And the reason it had a little bit of a sell off was we lost a little bit of a hype, but actually the head, I think it's the product design manager, she actually mentioned in a tweet, like, the frog's name in the whole Uniswap trade pools has the frog logo.
青蛙的名字叫FRONG。
The frog's name's FRONG.
然后大家就说，哦，他们提到了。
So everybody was like, oh, they mentioned it.
然后我们看到它一路飙到1700万。
And we saw that huge spike up to 17,000,000.
我总说，如果你看到图表几乎是直线往上冲，那就该落袋为安，卖掉你的仓位。
I always say it, if you see, like, a a chart that's literally going up in a straight line, take some profits, sell your position.
在那波上涨中我确实卖掉了一部分仓位，但还留了一些。
I did sell some of my position in that move up, but I still hold some.
但后来她把那条推文删了。
But then she deleted the tweet.
她删掉了关于那只青蛙叫Frog的推文，这让大家有点恐慌，稍微抛售了一下。
She deleted the tweet about the frog being named Frog, which kind of caused people to, you know, fud it a little bit.
但在这个价位我又开始喜欢它了，因为他们还没有真正公开推广这只青蛙和这个meme。
But I I am I'm starting to like it again at this level, you know, because they haven't, like, really publicly pushed this frog and this being a meme.
这对大家来说可能是个值得关注的东西，但任何跟上交易提醒的人，再说一次，大约在200万的时候提醒的，它确实到了那个价位，在那里交易了很长时间，如果你像我们一直建议的那样，在上涨途中分批止盈，那你绝对赚翻了，恭喜。
This could be something interesting to watch for everyone, but anybody that got in on the trade alert, again, called it around $2,000,000 so it definitely got there, traded there for we had ample time, and you could have if you just took profit on the way up, like we always recommend, you absolutely cooked, so congratulations.
不过，能赢这么一把还是挺爽的。
But it's, it's fun to get a winner like that.
对，完全没错。
Yeah, absolutely.
然后给正在看图表的朋友们，在200万那里放了个指针表情，就是Brian在他群里发出来的那个位置。
And then just for anybody watching on the chart there, put that pointer emoji there for the 2,000,000 where Brian sent it out in his group.
所以再说一次，如果你有兴趣获取那样的内幕信息，看看下面的链接。
So again, if you're interested in kind of getting those that insight, check the link below.
我们现在有最值得拥有的币种。
We got the number one coin to own going right now.
这就是Brian、Bryce以及团队其他成员能给你的那种内部信息教育，如果你有兴趣更深入了解的话。
That's the type of, you know, alpha info education that Brian, Bryce, and the rest of the team can give you if you're interested in getting more involved.
股票好玩。
Stonk fun.
好多股票。
A lot of stonks.
只要是能涨的东西，我都会特别关注。
Anything that stonks always piques my attention.
这太酷了，兄弟。
This is this is cool, dude.
这周我们确实做了一个精准的预测。
This was actually a cusp call this week.
我制作视频的时候，它就开始涨了。
And as I was making the video, it was like starting to go up.
所以我在市值大约350万美元的时候喊单了。
So I called it right around $3,500,000 market cap.
我是这周三录的视频，但我真的很喜欢这个平台在做的事情。
So this Wednesday is when I was recording the video, but I really liked what, this this platform is doing.
这又是一个发射台，而且这很棘手，因为发射台之间的竞争可能会引发一些问题，但这是一个新趋势，他们实际上把模因币和股票，真实的股票配对起来。
So it's another launchpad and it's tough because these launchpad wars can really cause some issues, but this is a new meta coming out where they're actually pairing memes with stocks, real stocks.
比如你买一个模因币，然后会有空投到你的钱包。
Like you buy a meme coin and you get airdropped to your wallet.
嗯，有时候你会得到空投，或者你的钱包会有相应的敞口。
Well, sometimes you get airdropped or you get exposure to your wallet.
我不确定你是否真的能通过空投获得股票，但你能接触到实际的股票。
I'm not sure if you get airdropped with stocks actually, but you get exposure to actual equities.
所以现在有很多加密货币的狂热者在买模因币，建立股票投资组合，但这是一种全新的潮流，而且这是在Solana上。
So you have these like crypto degens out there that are buying meme coins, building equity portfolios, but this is the whole new kind of meta that's getting, and this is on Solana.
这甚至在Robinhood上也有。
This is even on Robinhood.
Robinhood也有一些类似的代币。
Robinhood has some other similar tokens as well.
但这真的很独特，现在这个新潮流开始了，你买模因币，交易模因币，然后获得实际的股票，代币化的股票。
But this is really unique where this new meta now is starting where you buy a meme coin, you're trading meme coins, and you're getting actual equities, tokenized equities.
而Stonk Fund真正有趣的是，他们实际上能接触到上市前的股票。
And what makes Stonk Fund really interesting is that they actually have access to pre IPOs.
所以他们与公司有关系，你可以获得上市前的股票，所以你可以实际购买某些代币。
So they have a relationship with the companies where you can get pre IPOs, so you can actually buy certain tokens.
所以如果你点击平台上的第八项，就在那张表上，Tevo，我们可以看到它大约是2.98。
So if you click on the actual platform on number eight there on the sheet there, Tevo, we can look at the it's about 2.98.
今天最火的那个币叫Butthole，你懂的，名字就是这样。
It's just the the runner of the day right now is called Butthole, and, you know, it is what it is.
但如果你仔细看，它跟Anthropic挂钩。
But if you look closely, it's paired with Anthropic.
也就是说，它跟那个IPO前的股票绑定在一起。
So it's paired with the pre IPO stock.
所以这真的很有意思。
So that's really interesting.
你看那个标志，就是Anthropic的标志。
If you look at the logo, it's Anthropic's logo.
有些人可能会说，那个标志看起来跟屁眼挺像的。
And some people might say that that looks very similar to what a butthole would look like.
所以他们才搞了这个。
So they created this.
我明白了。
I get it.
就是，这是个表情包币。
Like, it's a meme coin.
挺搞笑的。
It's silly.
但这个币今天才开始真正火起来。
But this is a runner that that really started to to pick up just today.
这不是我推荐的，但我更看好这个平台。
It's not a call I made, but the call was more on the platform.
我喜欢这种卖铲子的策略，买那个stonk代币。
I like the picks and shovels play, buying the stonk token.
但你买这个butthole代币，就能获得Anthropic上市前股票的访问权。
But you buy this butthole token, and you would actually get act access to pre IPO shares of Anthropic.
而且你越用他们的Launchpad，就有越多独特的配对。
And the more you go through their Launchpad, there's a whole bunch of unique pairings.
所以我的想法是，我今天跟公司里的人说，这有50%的概率
So kind of my thesis here, and I was telling some people at the company today, I was like, this is a fiftyfifty
我们就用这个词来插一句吧。
Let's use the word just to jump in there.
我也不想被你带偏。
I don't want to get taken off you too.
我们就用蜜蜂币这个词吧，或者类似的。
Let's just use the word be the bee coin or something.
不想变成
Don't want to be a
牛市。
bull.
我不需要为那些老家伙们找什么借口。
I don't need any strikes for the good old boys.
这个论点真的很有意思，你把模因币和真实的股票、代币化的股票配对在一起。
The the thesis here is really interesting where you have meme coins, but you're pairing them real equities, real tokenized stocks.
所以我一半觉得，这是世界上最愚蠢的事情。
So half of me is like, this is the most silly thing in the world.
这不会持久的。
This isn't gonna last.
就是说，为什么会持久呢？
Like, why would this last?
你懂吧？
You know?
但另一方面我又觉得，这是目前链上发生的最有创意、最有趣的事情。
Like but then the other part of me is like, this is the most creative, fun thing that's happening on chain right now.
而且当然，这会成功，因为这是一种独特的方式，那些加密货币的狂热者反正也在买模因币，但他们还能赚到这些代币化的股票。
And of course, this is gonna be successful because it's just a unique way that you got these crypto degens that are buying meme coins anyways, but then they're earning this tokenized equity stock stocks out there.
所以这真的是一个独特的现象，我个人也在密切关注。
So just a really unique meta happening out there and just something I'm personally following pretty closely.
这太棒了。
It's awesome stuff.
而且把真实股票和模因币配对，这个想法很独特。
And it's a unique concept there with pairing it with real ones.
我看到了麦当劳薯条。
I saw McDonald fries.
薯条和麦当劳配对。
Fries paired with, McDonald's.
收入跟USTC配对。
Income paired with USTC.
还有Goblin和OpenAI配对。
We got Goblin with OpenAI.
那边有好几个OpenAI。
It's a couple of OpenAI's there.
SpaceX，你妈和SpaceX配对。
SpaceX, your mom with SpaceX.
我们有很多配对。
We got pairing.
我们还有s和b配对的。
We got s paired with b.
这太不可思议了。
That's unbelievable.
所以是s配b，再配上Anthropic。
So it's s paired with b paired with, anthropic.
是这样运作的吗？
Is that how it works?
这太疯狂了。
That's wild.
对。
Yeah.
我的意思是，在发射台上赌这些代币，对我来说风险还是太大了。
I I mean, gambling on these, like, tokens on the launch pad's a little bit even too risky for me.
不过，如果你想拿点零花钱玩玩，我认识我的同行Joe，他今天早些时候参与了B hole，他告诉我的，所以我祝他好运。
Now, if you wanna play with some hamburger money and have some fun, I know Joe, my counterpart, got involved with B hole earlier today, he told me, so I wish him the best.
但我的策略是，你知道，如果这个元概念火起来，Solana感觉是个有趣的领域。
But kind of my play was, you know, hey, if this meta takes off, Solana feels like an interesting world for it.
这个平台，Stonk代币，他们大量利用它，用收入来回购，可能会表现不错。
This platform, the Stonk token, which had they utilize a lot of, revenue they make for buybacks, could do well.
哦对了，我提到Stonk Brokers是因为上次我在节目里说的时候，价格大概是1个ETH。
And oh yeah, the reason I brought Stonk Brokers is because last time I was on the rundown, things were like 1 ETH.
就像它们当时是1个ETH。
Like they were 1 ETH.
现在还是这样。
And this is the same thing.
你持有NFT，就能获得实际股票的奖励。
You hold the NFT, you get rewarded in in actual equities.
所以，无论你在哪个钱包里持有这个NFT，你都会获得实际股票的奖励。
So, like, whatever wallet you're holding this NFT in, you're getting rewarded in the actual equity.
而且，创造这个的人在这个圈子里挺有名的。
And, the guy who created this is pretty well known in the space.
这是我们推荐过的。
This was a call of ours.
不只是NFT，那个代币本身也是我们推荐的。
Not just the NFT, the actual token as well was a call of ours.
我记得它好像涨了十倍。
And I think it did like a 10x.
我自己没有持有NFT。
I don't own an NFT.
我记得在节目上我就说过，我真的很喜欢这些，大概1个ETH的时候。
I think even on the show, was like, Man, I really like these around 1 ETH.
我去买的时候，它们已经涨到2个ETH了，现在都到7个ETH了。
I went to go buy them, and they were up, like the 2 ETH and then now they're up to 7 Ethereum.
它们会超过Pudgy Penguins的。
They're gonna flip, they flip Pudgy Penguins.
它们甚至可能超过Bored Ape。
They might flip Board Ape.
它们是现在最顶尖的NFT项目之一。
They're one of the top NFT projects out there.
这个小小的像素化基金，其实是有实际用途的。
This little pixelated fund, they're actually having utility.
所以尽管听起来很傻，这些NFT不再只是头像图片了。
So as silly as it sounds, these NFTs aren't just profile pictures anymore.
你不仅仅是一个社区的成员。
You're not just part of a community.
你拥有所有这些，而且持有这个还能获得实际股票的奖励。
You get all that, but you hold this and you get rewarded in actual stocks.
我记得上次上节目时说过，真正的内幕是去查看这些NFT，因为有些被上市了，但没人去领取实际的股票。
And I think the last time I was on the show, I said the real alpha was to go through these NFTs because some of them were getting listed and nobody claimed the actual stocks.
所以你可能找到一个NFT，它关联着大量的股票。
So you could have found an NFT that had like a massive amount of stocks connected to it.
所以如果你那天看行情，而且你有时间，你本可以大赚一笔，但我认为这个趋势可能还会持续一段时间。
So if you're watching the rundown that day and you, you know, you had some time, you could have had an absolute cook, but I think this meta might be here to stay for a little while longer.
是的。
Yeah.
看到NFT在进化真是太好了。
Good to see NFTs evolving.
而且，今天节目里还有很多干货。
And, again, a lot of alpha here on the rundown.
所以给我们点个赞，如果你是新朋友，右下角点击订阅我们的YouTube频道，这样就不会错过任何一期节目。
So give us a like and then if you're new bottom right, hit the subscribe button on our YouTube so you don't miss an episode.
如果你想看直播，必须订阅，还要点铃铛。
If you want to catch us live, you got to subscribe, you got to hit the bell.
这样才能从节目里获得最多的干货。
That's how you're going to get the most alpha out of the rundown.
但另外，如果你想要真正的内部消息，别忘了看下面的描述。
But also, if you want the true alpha, got to make sure you check the description below.
看看那些链接。
Check the links.
我们把排名第一的币放在最上面了。
We got the number one coin there at the top.
如果这些不感兴趣，往下翻翻，看看我们其他的链接。
And if that's not of interest, scroll down and check out our other links.
多参与社区活动，多和Brian、Bryce以及整个团队互动。
Get more involved with the community, get more involved with Brian, Bryce, and the whole team.
这就是我们每天实实在在在做的事情。
This is what we do literally every single day.
所以，如果你想每天加入我们的社区，继续往下看，点下面的链接。
So if you're somebody that wants to join us inside the community every day, check the links below as we continue on.
接下来是我们今天的最后一个话题。
To our last topic of the day.
我觉得，这条推文已经把话说完了。
I this is I mean, the tweet says it all here.
Brian，我真的不知道该说什么了。
I literally did not know what to say here, Brian.
Michael Saylor又来了。
Michael Saylor's at it again.
很多人都在讨论他AI大会的收益。
A lot of people conversate over his AI conference earnings.
他想做一些有趣的内容，你知道我，我是做内容的人。
He tries to do some fun content and you know me, you know me, I'm a content guy.
但当你是一家上市公司时，你肯定得注意一下这个。
But when you're a, you know, a publicly traded company, you definitely got to take a, you know, a look at that.
然后当你不断推出不同类型的产品，你有很多东西，但其中一个没有按面值交易，你却在卖比特币，还告诉别人不要卖。
And then when you're, when you keep, you know, pulling different, different types of offerings and you have, you know, multiple things and you're, you're not trading at par on one of them and you're selling Bitcoin, you're telling people not to sell.
我真的不知道该说什么。
I I have no I really do not know what to say.
我是那种通常很容易就能给出观点的人。
I'm one of those people that usually could pull a take pretty easily.
我们来听一下。
Let's take a listen.
这是迈克尔·塞勒第二季度收益电话会议的混音版。
So this is Michael Saylor's, Q two earnings call remixed.
市场在定价恐惧。
The market is pricing fear.
我在定价比特币。
I'm pricing Bitcoin.
季度虽然艰难，但每股SaaS收入上升了。
Quarter was rough, but the SaaS per share rose.
他们看到我们在卖。
They saw us selling.
大家都愣住了。
Everybody froze.
32个币只是为了测试机器。
32 coins just to test the machine.
0.004%几乎看不见。
0.004% barely seen.
我们买入的量是卖出的48倍，但空头只看一个标题，就大写加粗地发帖。
And we bought 48 times more than we sold, but bears read one headline and hit caps lock bold.
拥有最多的资本。
Own the most capital.
发行最强的信用。
Issue the strongest credit.
创造最好的股权。
Create the best equity.
循环往复。
Rinse and repeat it.
比特币是赢家。
Bitcoin is the winner.
信用涡轮在旋转。
The credit turbine spins.
他们说季度结束了。
They say the quarter's over.
我说世纪才刚刚开始。
I say the century begins.
拥有最多的资本。
Own the most capital.
增加这个。
Increase the.
所以，
Per So,
嗯，第一，我唯一真正的看法，Brian，是我不知道迈克尔·塞勒居然像个英国说唱歌手。
well, number one, the only take the only real take I have, Brian, is I didn't know Michael Saylor was like a British rapper.
我们可以花十五分钟来剖析那个视频。
We we could spend fifteen minutes dissecting that video.
我不仅喜欢看迈克尔·塞勒说唱，嗯，我也不确定。
I not only do I like watching Michael Saylor rap that, well, I don't know.
你知道我想说什么，就是看着房间里那些人，他们跟着音乐跳舞，还有他们做的那些动作和那种摇摆。
Like, you know where I'm sort of going with that, is ever like, looking at the individuals in the room and how they're, like, given the dance behind it and what they're doing and the jive that's going on.
我就想，那里有多少人真的觉得他在那儿说唱是个好主意？
And I'm like, how many people there really think that was a good idea for him to be rapping there?
那是什么？
What was that?
我是说，这就是人工智能。
I mean, this is AI.
这就像是
This is like
一份股份。
A share.
你看到我们卖了一些比特币吗？
You saw us sell some Bitcoin?
我们买了四个
We bought four
哦，天哪。
Oh, oh my goodness.
我以为……哦不，
I thought that Oh no,
布莱恩刚刚在直播中被AI整了。
Brian just got AI ed alive on air.
刚刚被整得很惨。
Just got hooked hard.
你加了那个表格。
You added that sheet.
我刚刚被整得很惨。
I just got hooked hard.
我还以为那是他真的在电话里做的。
I thought that was like him actually doing that on a call.
我被整得很惨。
I got hooked hard.
剪掉这段。
Cut the segment.
剪掉它。
Cut it out.
天哪。
Oh my goodness.
这让我感觉既有点糟又有点好。
Well, that makes me feel a little bit worse and better all at the same time.
我的天。
My goodness.
对。
Yeah.
对。
Yeah.
抱歉。
Sorry there.
我我我能从音频里听出来是AI，但，是的，这个
I I I could just hear from the audio as AI, but, yeah, this
今年多了这么多倍。
times more this year.
SRC 在八千九百五十。
SRC at eighty nine fifty.
大家都问，迈克尔，你能让这东西快速达到标准吗？
Everybody asks, Michael, can you bring this thing to par fast?
我们有现金。
We've got the cash.
我们有比特币股票，差不多十亿。
We've got the Bitcoin stock and nearly one bill.
哎哟。
Oof.
我被骗了，你知道吧，但事情就是这样。
I got, I got, I got duped there, you know, but it is what it is.
爷爷，神圣的鲸鱼说爷爷布莱恩。
Granddad, holy whale says granddad Brian.
天哪，天哪。
Holy, shee.
CJE说这种事谁都会遇到。
CJE says it happens to the best of us.
Andy，Andy说祝福。
Andy, Andy says bless.
所以，是的，这个挺有意思的。
So, yeah, that's a fun one.
这是个不错的结尾。
That's a fun point to end on.
Brian被AI财报电话给骗了。
Brian got tricked by the AI earnings call.
但确实，你得把所有这些都考虑进去，然后自己做决定，如果你持有策略或拉伸的话。
But yeah, I, you gotta, you gotta take it all into account and make your own decisions if you're holding strategy or stretch.
我不知道。
I don't know.
我觉得，这不会，我想我唯一的看法是，我比任何人都更支持有趣的AI视频。
I think it's it's it doesn't I guess my only take is I'm all for a fun AI video more than anybody knows.
我非常喜欢有趣的音乐视频，比任何人都喜欢，真的。
I'm all for a fun music video, more than anybody knows truly.
我只是觉得，如果我们要把交易配对，比如b hole和Anthropic配对，我不知道Stretch Preferred策略比特币和这个AI喜剧音乐视频是否合适。
I I just think it I don't know if it pairs if we're talking about pairing trade like b hole pairs with anthropic, I don't know if, stretch preferred strategy Bitcoin pairs with the AI comedy music video.
我只是不确定这是不是正确的角度，但也许我错了。
I just don't know if it's the right angle, but maybe I'm wrong.
也许我太挑剔了，Brian。
Maybe I'm a stickler, Brian.
也许我老了。
Maybe I'm getting old.
我是说，我也被AI骗了，兄弟。
I mean, I'm getting duped by AI, man.
我是说，谁知道呢？
I mean, who knows?
谁知道我们现在在做什么，在这个人生阶段。
Who know who knows what we're doing right now at this point in life.
说得太对了。
That's so true.
说得太对了。
That's so true.
好的，感谢大家的收看。
Well, we appreciate everybody tuning in.
真是个超棒的周五。
Such an awesome Friday.
今天聊天区特别活跃。
Really active chat today.
非常感谢。
Really appreciate.
最后再呼吁一下。
One last call.
给我们点个赞吧。
Give us a thumbs up.
右下角，订阅。
Bottom right, subscribe.
点一下铃铛接收通知，如果你想看我们直播的话。
Hit the bell for notifications if you wanna tune in and watch us live.
然后，大家看看下面的描述，第一个币，点进去了解一下，感兴趣的话就看看。
And then for everybody, checking out the description below, number one coin, click on that, learn about it, and check it out if you're interested.
往下滑，也看看其他链接。
Go down, scroll through other links as well.
下周我们会回来，带来更多精彩的采访，包括奥迪峰会的布莱斯，还有另一轮总结。
We'll be back next week with more awesome interviews with Bryce from the Audi Summit and a whole another round of rundowns.
我们下周见，但今天就到这里。
We'll see you next week, but that's all for now.
大家拜拜。
Bye bye, everybody.
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