CRYPTO 101 - 加密资讯速递:又一个500%的赢家,比特币见底了吗?以及AI代理如何在加密货币中盈利 封面

加密资讯速递:又一个500%的赢家,比特币见底了吗?以及AI代理如何在加密货币中盈利

Crypto Rundown: Another 500% Winner, Did Bitcoin Bottom, & How A.I Agents are Profitable in Crypto

本集简介

布莱恩和特沃分析了比特币是否已触底,尽管宏观环境仍不稳定。他们强调了通过ETF资金流入和主权兴趣持续获得机构支持,包括哈萨克斯坦将储备转向加密货币。随着Kraken接入美联储支付系统,加密货币与传统金融的深度融合迎来重要里程碑。本集最后探讨了AI-加密代币的动量交易、模因币最新动态,以及山寨币和NFT领域的持续发展。 $1试用 Momentum Money Makers VIP https://www.thecryptomavericks.com/mm-vip-trial1763665474309?utm_content=MMTrial&utm_medium=Podcast&utm_source=Internal&utm_term=Description 了解 Quince:https://quince.com/CRYPTO101 了解 Mars Men:https://mengotomars.com 获取我本月的头号山寨币推荐。 今天仅需1美元,立即访问我的整个加密投资组合! 免费获取《加密革命》电子书,立即开始通过买卖加密货币实现巨额盈利! 今天仅需1美元,立即访问我的整个加密投资组合!点击获取:https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916 免费获取《加密革命:货币未来指南》。在这本书中,我揭示了如何在本轮加密牛市中赚取并保住财富!http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916 章节 00:00 加密市场概况介绍 02:59 市场分析与趋势 05:41 机构参与与ETF 08:49 地缘政治事件的影响 12:01 Kraken与美联储的里程碑进展 14:15 《清晰法案》与监管环境 16:04 社区互动与听众参与 17:44 模因币与动量赚钱项目 20:50 加密领域中的AI整合 23:35 总结与未来展望 33:11 AI与加密整合的崛起 35:32 探索自主AI代理 37:00 NFT领域的法律挑战 40:24 Magic Eden 的战略重心转移 41:26 PumpFun 的扩展与市场定位 43:12 AI代理与加密的未来 50:27 应对不断演变的加密格局 商品商店 https://cryptorevolutionmerch.com/ 订阅YouTube获取独家内容: https://www.youtube.com/@crypto101podcast?sub_confirmation=1 关注我们的社交媒体,获取前沿加密资讯与交易提醒: https://twitter.com/Crypto101Pod https://instagram.com/crypto_101 *本内容不构成财务、税务或法律建议* Boardwalk Flock LLC. 版权所有 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Fog 由 DIZARO 制作 https://soundcloud.com/dizarofr 知识共享 — 署名-禁止演绎 3.0 未本地化版本 — CC BY-ND 3.0 免费下载/流媒体:http://bit.ly/Fog-DIZARO 音乐由 Audio Library 推荐 https://youtu.be/lAfbjt_rmE8 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 我们的赞助商: * 了解 Mars Men:https://mengotomars.com * 了解 Quince:https://quince.com/CRYPTO101 广告咨询:https://redcircle.com/brands 隐私与退订:https://redcircle.com/privacy

双语字幕

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Speaker 0

好了,各位。

Alright, everybody.

Speaker 0

欢迎回到由Gemini赞助的加密货币101播客,这里是通往未来货币的桥梁。

Welcome back to the Crypto one zero one podcast presented by Gemini, your bridge to the future of money.

Speaker 0

比特币见底了吗?

And has Bitcoin bottomed?

Speaker 0

我们是不是要打开希望糖浆的罐子了?

Are we opening up the hopium tanks?

Speaker 0

我知道你们看到了封面图。

I know you saw the thumbnail.

Speaker 0

布莱恩正深深地吸了一口希望糖浆。

Brian was taking a deep breath into that hopium.

Speaker 0

我们将全面分析我们对市场现状的看法。

We're gonna break it all down of where we think the markets are.

Speaker 0

不仅如此,我们还有一些重大新闻。

And not only that, we have some major news.

Speaker 0

所有交易所中,Kraken刚刚与美联储达成了一个重要里程碑。

Kraken of all exchanges has just hit a major milestone getting in with the Fed.

Speaker 0

你一定想听这个,所以别走开,继续关注。

You're gonna wanna hear that, so stick around for that.

Speaker 0

我们还有一些其他内容。

We've got some other stuff.

Speaker 0

节目的朋友Jamie Crypto Diamond还在哭诉。

Friend of the show, Jamie Crypto Diamond is still crying.

Speaker 0

特朗普正在发推文谈论《清晰法案》。

Trump's tweeting about the Clarity Act.

Speaker 0

我们还会聊一些关于比特币使用的有趣小动态。

There's some fun little quick hitters about Bitcoin usage we're gonna go over.

Speaker 0

正如本周早些时候承诺的那样,我们将更新一下动量币、金钱制造者和模因币的最新情况。

And then as promised earlier in the week, we're doing a Momentum Meme coin Momentum Money Makers Meme coin update.

Speaker 0

Brian再次到场了。

Brian's here again.

Speaker 0

是的

Yeah.

Speaker 0

这些人继续有一些赢家,所以我们来聊聊这些。

They they these guys continue to have some winners, so we're gonna talk about those.

Speaker 0

如果时间允许,我们再聊点节目后半段的AI话题。

And then if we have time, we'll just get into some fun back end of the show AI talk.

Speaker 0

我刚从桑拿房出来,热乎着呢。

I'm hot from the sauna.

Speaker 0

我刚从冷浴出来,冷得不行。

I'm cold from the cold plunge.

Speaker 0

我弄了杯冰咖啡,Brian。

I've gotten iced coffee, Brian.

Speaker 0

今天是周五。

It's Friday.

Speaker 0

我感觉很棒。

I'm feeling great.

Speaker 0

你怎么样,我的朋友?

How are you, my friend?

Speaker 1

你是不是开始觉得我看起来有点夸张,或者对我有什么看法?

Are you, you starting to, like, looks mac looks maxing on me or something with me?

Speaker 1

热 sauna,冷浴缸。

It's hot hot sauna, cold tub.

Speaker 1

我的意思是,Tevo 现在越来越健康了。

I mean, Tevo's getting healthy here.

Speaker 1

我真的很喜欢。

I I love it.

Speaker 0

我在这儿忙着处理我的硬盘,专门给那些注重外表的人来个下马威。

I'm taking my, I'm over here taking my, hard drives, just nailing the chin there for all the looks maxers.

Speaker 0

这真是个很深的笑话。

That's a that's a that's a deep joke.

Speaker 0

你这次可是把‘注重外表’这个梗玩到极致了。

Really went for the full bit there on the looks maxing.

Speaker 0

太好了。

That's great.

Speaker 1

是的。

Yeah.

Speaker 1

你知道,我们确实有一些令人兴奋的消息要分享。

You know, it's, we we do have some exciting news to talk about here.

Speaker 1

而且市场,我们直接跳到CoinMarketCap来看看吧,因为就在我们刚有点精神的时候,你知道,我戴上了霍皮安面具,然后给孩子们戴上面具,就像航空公司那样,先确保自己戴稳了。

And the the market the market's just let's just jump into coin market cap bud and talk about it because right when we right when we get a little bit of life in us, you know, I got the Hopian mask on, you know, I'm putting the Hopian masks on to my kids after I get my mask securely on, just like the airlines.

Speaker 1

现在比特币又回到了70以下。

This is, we're back under 70 with Bitcoin.

Speaker 1

这并不令人意外。

And and it's not surprising.

Speaker 1

我的意思是,我们在上一次的行情回顾中已经讨论过这一点。

I mean, we we talked about it in the last rundown.

Speaker 1

目前市场上确实存在一些地缘政治方面的叙事,所有这些都在影响市场。

There's certainly some narratives out there with geopolitical wise, just everything that's going on in the market.

Speaker 1

所以我们现在处于震荡区,而且我们正完全处于这个震荡区中。

So we're in the chop zone, and we're absolutely living in this chop zone.

Speaker 1

这就是我们的温水环境,我们正生活其中,并且正在积极应对。

This is my warm water, that we are living in, and we're absolutely making it happen.

Speaker 1

但比特币在68K,而以太坊在接近2000时跌了2000,但这并不让我意外,你知道我们正在经历的这些波动。

But Bitcoin 68 k on a 85, Ethereum lost 2,000 right at what close to 2,000, but it it it's it's not surprising to me, you know, the movements we're going.

Speaker 1

我们并不是单纯被洗出去,而且今天是周五。

We're not just absolutely getting flushed out, but it's Friday.

Speaker 1

我们即将进入周末。

We're going into the weekend.

Speaker 1

谁知道周末白宫会发布什么公告,毕竟现在局势这么复杂。

Who knows what type of announcements we could get from the White House over the weekend with everything that's going on.

Speaker 1

但我认为,目前出现的回调,是因为我们越来越了解到伊朗的地缘政治问题,看起来特朗普最近说过,除非他们完全放弃。

But I I think some of the pullback here that's happening is, you know, we're getting more and more intel about this geopolitical issue with Iran and it it looks like I I think Trump said something recently, unless they completely give up.

Speaker 1

我一时想不起那个词了,你知道的,就是投降。

I I can't I'm not thinking the words, you know, just surrender.

Speaker 1

这场战争可能需要更长的时间,而市场并不喜欢这种资产表现,但这里没有任何根本性的问题。

The war may take a little bit longer, and the market doesn't love it of all to asset, but nothing fundamentally is broken here.

Speaker 1

但你可以看到,一旦我们开始出现一些看涨的新闻,市场就能迅速反应,并且移动得非常快。

But you can see once we start to get some bullish headlines that the markets can move, and they can move pretty quickly.

Speaker 0

是的。

Yeah.

Speaker 0

关于周末前的走势,我完全同意。

I couldn't agree more on the, heading into the weekend.

Speaker 0

显然,加密货币市场是24/7全年无休交易的,就像我们上个周六看到的比特币行情一样。

Obviously, the crypto markets trade twenty four seven, three sixty five, just like we saw last Saturday with a move on Bitcoin.

Speaker 0

你知道,如果发生任何宏观层面的事件,你就会看到比特币和加密市场在周末率先反应,但这完全说得通。

You know, if something happens, you know, macro wise, you're gonna see Bitcoin in the crypto markets move first over the weekends, but that totally makes sense.

Speaker 0

一场有趣的小型反弹,基本上是一周的涨势,从上个周六开始回升并突破70。

A fun little rally, basically kind of a week long rally, you will, going back to last Saturday to get above 70.

Speaker 0

我们会持续关注它。

And we're we're gonna keep tabs on it.

Speaker 0

很难猜出接下来会怎样。

It is hard to kind of kinda guess where this is gonna go.

Speaker 0

我认为世界上没人能根据宏观环境准确告诉你这会走向何方,但看到一些活力还是不错的。

I don't think anybody in the world could tell you, you know, exactly where this is gonna go based on a macro environment, but it is good to see some life.

Speaker 0

所以我现在调出恐惧与贪婪指数。

So I'll pull up here with the fear greed index.

Speaker 0

我们来共享这个标签页。

We'll share this tab.

Speaker 0

终于,终于走出了极度恐惧状态。

Finally, finally got out of extreme fear.

Speaker 0

从一月底开始,我们一直处在极度恐惧状态。

It's like we've been extreme fear since late January basically.

Speaker 0

所以二月份的大部分时间,许多指标都处于极度恐惧状态。

So, know, basically a full month of February in extreme fear on a lot of the metrics there.

Speaker 0

看到这种反弹真是太好了。

So good to get good to see the pop there.

Speaker 0

再说一遍,我认为这表明未来依然存在。

Again, I I think it's telling of, you know, the future's still there.

Speaker 0

人们,买家仍在进场,我们肯定会专注于加密货币。

People, the buyers are still coming in, and we're definitely going to focus on crypto.

Speaker 0

我们肯定会专注于比特币,但说实话,我不确定。

We're definitely going to focus on Bitcoin, but I don't know, man.

Speaker 0

我们经常做这个节目,也发布了大量内容,很多精彩的内容。

We we do this show a lot, and we we put out a lot of content, a lot of awesome content.

Speaker 0

我们一直在讲述并追踪比特币与IGV软件板块的IGV对比情况。

And we've been kind of telling this, kind of tracking this IGV comparison for Bitcoin and and the IGV software trade.

Speaker 0

我得说,我们一直都在讨论这个话题。

And I just gotta say for we've been talking about it.

Speaker 0

我们知道它之前一直在下跌,但过去这一周,它上涨了大约8%。

We know it was leading down, but, you know, over the past basically week, it's up like 8% on the week.

Speaker 0

我想为我们自己点赞,因为这是我们一直指出的趋势。

And I I just wanna give credit to us because it's something that we've been calling out.

Speaker 0

我不太想特别夸自己,因为这件事我其实已经反复强调了很久。

I I don't wanna give credit to me specifically because it's something that I feel like I've really been harped on.

Speaker 0

今天是周五。

It's Friday.

Speaker 0

我喝了杯不错的咖啡,稍微夸一下自己也没关系。

I got nice coffee, a little credit to me.

Speaker 0

这没什么不对的。

Nothing wrong with that.

Speaker 0

我的意思是,一周涨了8%,这已经不错了。

I mean, 8% on the week, that's not bad.

Speaker 0

我觉得这说明了很多交易活动。

I think that's gonna you know, that's a lot of trading.

Speaker 0

我看到一个有趣的统计数据,是IGV软件与半导体的对比。

There was a interesting stat I saw was the IGV software compared to semis.

Speaker 0

这是它历史上最大的一周分化幅度。

It was its greatest week long dispersion.

Speaker 0

所以当时大约有10%的人在抛售半导体股票,同时买入软件股,这很可能只是一笔短期交易。

So it was like a 10% delta of people were selling semis and buying software, and that's probably just a trade.

Speaker 0

但这又回到了我之前谈论整体宏观市场时说过的话:资金并没有离开市场。

But it goes back to the kind of what I said when we were talking about the macro markets as a whole is the money's not leaving the markets.

Speaker 0

资金只是在市场内交易。

The money's trading.

Speaker 0

它在各个地方来回流动。

It's bouncing around.

Speaker 0

而显然,加密货币作为风险最高的资产,很可能是资金最后涌入的地方。

And, obviously, crypto being the biggest risk on asset will probably be one of the last places for the money to flood in.

Speaker 0

但一旦涌入,行情就会非常剧烈。

But when it does, it's very violent.

Speaker 0

我想我们这周看到的就是这样:好吧。

And that's what we saw, I think, this week is like, alright.

Speaker 0

如果比特币已经死亡,以太坊也已经死亡,你不可能在一天或两天内看到6%到10%的暴涨。

If Bitcoin was dead and Ethereum was dead, you're not gonna see these six to 10% pumps in a day or two.

Speaker 0

看到这一点真的非常好。

And and so it was really, really good to see that.

Speaker 0

现在再次收听节目、加入社区,观察事物的发展方向,真是个绝佳的时机。

It's a great time again to be listening to the show and joining the community and seeing where things are going.

Speaker 0

冰球会往哪里去?

Where's the puck going?

Speaker 0

因为当比赛重新开始时,就像我们上周播放的拉乌尔·保罗那段视频一样,散户一定会回来。

Because when this when the game's back on, and again, we played that clip from, Raul Paul the other week, retail will be back.

Speaker 0

不仅散户会回来,他还会来参加节目。

And not only will retail be back, but he'll be on the show.

Speaker 0

我已经给他安排好了周一的访谈。

I got him booked for Monday.

Speaker 0

所以嘉宾们一个接一个地到来,布赖恩。

So the guests keep coming in, Brian.

Speaker 0

建设者们也一直在持续建设。

The builders keep building.

Speaker 0

罗宾汉一直在持续建设。

Robin Hood keeps building.

Speaker 0

下周我们邀请了Soul Strategies的马克斯·卡普兰做客。

We got Max Kaplan from Soul Strategies coming on next week.

Speaker 0

这才是赢家真正胜出的时候。

It there's this is this is when winners win.

Speaker 0

当市场低迷时,你仍在进行教育并持续建设。

When the markets are down and you're educating and you continue to build.

Speaker 0

建设者持续建设,长期来看终将成为赢家。

Builders build and builders turn into winners long term.

Speaker 0

所以我觉得你正处在正确的位置上。

So I think you're in the right place.

Speaker 0

我非常期待继续我们的回顾。

I'm super excited to continue on the rundown.

Speaker 0

但让我们还是聚焦在加密货币和比特币上。

But let's let's keep it crypto and Bitcoin specific.

Speaker 0

我们还没查看一下节目的朋友、来自彭博的埃里克,看看比特币ETF的情况。

We haven't looked up a friend of the show, Eric from Bloomberg, checking out the Bitcoin ETFs.

Speaker 0

但同样,有很多积极的消息。

But again, a lot of positive stuff.

Speaker 0

显然,就像整个市场都有一些卖家,但仍然存在一些有趣的资金流动。

Obviously, like, there were some sellers just like everywhere across the market, but there continues to be some interesting flow.

Speaker 0

基本上,婴儿潮一代特别喜欢聚在一起,布莱恩。

Just basically, the boomers love love to huddle, Brian.

Speaker 0

你对这些ETF有什么看法?

What do you think about these ETFs?

Speaker 1

是的。

Yeah.

Speaker 1

我的意思是,你可以看到我们正在获得一些正向资金流入。

I mean, you can see that we're getting some positive inflows.

Speaker 1

我觉得昨天,过去一段时间我们确实看到了几亿美元的净流出,但总体上还是净正向的。

I I think actually yesterday, we we did see over the past we did see some negative inflows of a couple 100,000,000, but overall pretty net positive.

Speaker 1

我认为这个月的流入量超过了10亿美元,看到这些资金持续流入真是太好了,这为我们下一步的行动提供了重要推动力。

I think over 1,000,000,000 in inflows for the month, and it it's great to see that the inflows are happening in that that's that's a big catalyst about where our next moves are gonna be.

Speaker 1

机构和市场动向表明,机构绝对对比特币和加密货币市场感兴趣,资金正在不断涌入。

Institutions and news where we're going is institutions absolutely have an interest in Bitcoin and the cryptocurrency market, and money is flowing in.

Speaker 1

现在资金会零星地流出一些。

Now it'll trickle out here and there.

Speaker 1

当然,资金总是有进有出,但很高兴看到这些ETF再次开始积累势头。

There's definitely always the ebbs and flows to it, but great to see that, you know, we're starting to pick up some steam here with these ETFs again.

Speaker 0

是的。

Yeah.

Speaker 0

没有大规模抛售,也没有大规模逃离。

No no mass selling, no mass running for the exits.

Speaker 0

这和我们自始至终在报道这些ETF诞生以来所讲述的故事基本一致。

And and it's it's it's basically the same storyline that we've been telling since we've been covering, you know, the, the birth of these ETFs.

Speaker 0

这些产品并不是为了只存在一两年就消失而设计的。

It's like, hey, these products don't get made for to be around for a year or two and then they're gone.

Speaker 0

它们会持续存在。

They're sticking around.

Speaker 0

那些接受过教育的人知道,这并不是他们净资产的50%。

And the people that have been educated to you know, again, this isn't 50% of their net worth.

Speaker 0

购买者,尤其是那些购买贝莱德产品的人,配置比例通常只有1%、2%、3%,最多不超过5%,这只是他们更大投资组合的一部分。

The people that are buying, especially these BlackRock ones, it's a one, two, three, maybe up to 5% at most allocation and it's part of a larger portfolio.

Speaker 0

看到它们表现强劲,真是太好了。

So it's it's good to see it's good to see them being strong.

Speaker 0

这里不止是这一点表现强劲。

And it's not the only the only strong look here.

Speaker 0

我看到这是马特·霍根,当然,也是节目的另一位朋友。

I I saw this is Matt Hogan, of course, another friend of the show.

Speaker 0

哈萨克斯坦正从其黄金和外汇储备中拿出3.5亿美元,投资于加密相关资产。

Kazakhstan buying 350,000,000 or I guess trading invest from its gold and foreign exchange reserves into crypto related assets.

Speaker 0

所以,他们把一部分黄金转投到加密资产中,你可能会说——这正是我最初的想法。

So taking a little bit of gold, moving it into crypto, and and you might say and this is exactly what I thought.

Speaker 0

哈萨克斯坦啊,你知道的,这种事通常不会让我在周五下午激动起来。

Was like, Kazakhstan who kinda you know, doesn't really get me riled up on a Friday afternoon.

Speaker 0

但我认为马特说得很对。

But I thought Matt made a good point.

Speaker 0

嘿,是这样的。

It's like, hey.

Speaker 0

市场根本没有把主权国家的因素考虑进去。

The market hasn't really priced in sovereigns.

Speaker 0

市场只是觉得,主权国家根本没在买加密货币。

The market's just like, oh, the sovereigns aren't buying crypto.

Speaker 0

而马特说,市场错了。

And the market you know, he says the market's wrong.

Speaker 0

这显然是一种对加密货币更看涨的观点。

That's obviously a little bit more of, you know, bullish on crypto take.

Speaker 0

但你知道,只需要一个大型主权基金的一次大手笔买入就够了。

But, you know, it only takes, you know, one big buy from one big sovereign fund.

Speaker 0

然后,他们又开始互相踩脚了。

And then, again, they start tripping over the feet.

Speaker 0

这是我们之前讨论过的内容,但我觉得当看到小人物在做什么时,还是值得再提一提的。

So something that we've covered before, but I think when, you know, when you see the smaller people doing, it is worth covering.

Speaker 0

所以哈萨克斯坦把黄金兑换成的不只是比特币,而是整个加密资产,我觉得这很有趣。

So Kazakhstan converting converting gold and and to not just Bitcoin, but crypto assets, which I thought was interesting.

Speaker 0

说到加密资产,我们知道现在外面有多少人因为山寨币而受苦。

And kind of speaking of crypto assets, we know how much people are hurting out there with altcoins.

Speaker 0

它们几乎达到了历史最低点,人们说情况比FTX崩盘后还要糟糕。

And it's, you know, near all time lows, and they're saying it's worse than the post FTX period.

Speaker 0

所以我觉得把这一点放在这里挺好的,不是因为价格走势很酷,而是因为回望过去能让你从以往的交易中吸取教训。

So I thought it was a cool a cool thing to put here just in the sense of not the price action's cool, but it's good to look back because you can learn from your past trades.

Speaker 0

你可以从以往的投资中吸取教训。

You can learn from your past investments.

Speaker 0

你可以从以往的挫折和磨难中吸取教训。

You can learn from your past trials and tribulations.

Speaker 0

所以我觉得对我们来说,布莱恩,做一个思想练习挺好的,就是说,当前的价格走势和FTX时期很相似,但我绝对没有当时那种感觉。

And so I thought it would be a good thought exercise for us, Brian, to be like, hey, The price action is similar to the FTX period, but I certainly don't feel like I did back then.

Speaker 0

你知道,你对这个有什么看法?

You know, what what are what are your thoughts on that?

Speaker 1

是的。

Yeah.

Speaker 1

我多次说过,FTX的崩盘从心理上来说对我而言相当糟糕。

I've said this quite a bit that that FTX debacle was pretty rough from my mental state.

Speaker 1

我现在远没有达到那种心理状态,而且我比以往任何时候都更贴近市场。

I I'm nowhere near that mental state, and I'm closer to the market than I've ever been.

Speaker 1

也许正是因为这个原因,我才没有陷入那种状态,你知道吗?因为在FTX时期,我只是看新闻标题,根本没有深入研究。

May maybe that's why I'm not near that state, you know, because I was just reading headlines and not really diving in back in the FTX days.

Speaker 1

我只是感到害怕。

I was just get scared.

Speaker 1

现在,我已经经历过不少牛市和熊市,我觉得这一轮熊市是史上最弱的一次。

Now, I've seen my fair share of bull and bear markets, and this one doesn't I call this one of the weakest bear markets of all time.

Speaker 1

但我明白,事情就是这样,没人喜欢价格下跌。

I I but, you know, it is what it is, and nobody loves when the price goes down.

Speaker 1

这些山寨币让我很感兴趣,这可能是个大胆的观点。

These altcoins are interesting to me because and this could be a hot take.

Speaker 1

这可能是其他分析师觉得激进的观点,但我确实认为有些山寨币根本就是垃圾,不赚钱,也没做什么大事,我们只是看到越来越多的东西被通证化,通证化再通证化。

This could be a hot take for for the for other analysts here, but I do think there's some altcoins out there that are that are crap, that aren't making money, that aren't doing big things, and we're just seeing more and more just kinda, like, tokenized stuff to tokenized stuff.

Speaker 1

但还有一类是能产生收入的超级应用。

But then there's this other sector that are revenue generating, these super apps.

Speaker 1

比如像HyperLiquid这样的平台,它们在做创新,真正用上了加密货币本来该用的方式,我觉得这非常有趣——当然,这不是财务建议。

For instance, the hyper liquids of the world where they're doing something innovative and they're utilizing crypto in the way it's supposed to be used, which I think is extremely interesting in in not financial advice.

Speaker 1

我觉得这些超级应用或某些山寨币目前被严重低估了。

I feel like some of these super apps or some of these altcoins are massively discounted right now.

Speaker 1

但这是否意味着它们不会再跌了呢?

Now, does that mean that they can't go down?

Speaker 1

我不确定。

I I don't I don't know.

Speaker 1

如果我知道的话,我早就把所有东西都加杠杆了,但我没有。

I can't I if I knew this, I would be leveraging everything and I'm not.

Speaker 1

我没这么做,因为现在不是时候,现在不是做这件事的时候。

I'm not doing that because that's not the time to now is not the time to do it.

Speaker 1

但这些山寨币、这些超级应用真的很有意思。

But some of these alt some of these super apps are really interesting.

Speaker 1

我甚至不确定这个有没有列在表格里。

I'm not even sure if this is on on the sheet.

Speaker 1

我这里要稍微跑题一下。

I'm gonna go on a little tangent here.

Speaker 1

我们今天甚至听说,纽约证券交易所的母公司洲际交易所(ICE)投资了一笔巨额资金,我记不清具体数额了。

We even we even got news today that the parent company, the Intercontinental Exchange, ICE, for the New York Stock Exchange made a huge billion oh, I don't know the exact amount.

Speaker 1

对OKX交易所的估值达到了250亿美元。

A $25,000,000,000 valuation of OKX exchange.

Speaker 1

ICE对这家交易所进行了投资。

ICE made an investment into this.

Speaker 1

所以我们看到越来越多的传统金融公司与这些主要的加密公司合作,他们的某位战略副总裁曾发表过一段非常有趣的评论,他说:‘天啊,我要是早知道这些就好了。’

So we're seeing more and more trad fi companies integrate with these major crypto companies and their vice or their vice president of like strategic something made a really interesting comment where he said that oh man, I wish I the quote in front of me.

Speaker 1

他提到,他们最大的竞争对手不是CME和纳斯达克,而是去中心化金融协议。

He said something along the lines of their biggest competition isn't CME and NASDAQ, it's DeFi protocols.

Speaker 1

就是这个加密世界。

It's this the crypto world.

Speaker 1

这位副总裁来自洲际交易所——纽约证券交易所的母公司,他特别点名了像Robinhood、Uniswap、Hyper Liquid这样的超级应用,当然,我知道Robinhood主要做股票,但你明白我们这里讨论的是什么。

This is a guy coming from the vice president of, intercontinental exchange, a parent company of New York Stock Exchange and he specifically called out like super apps, like Robinhood, like Uniswap, like Hyper Liquid and so some of the I get Robinhood is not a crypto they're a stock, but you know, they're enough to what we're talking about here.

Speaker 1

所以我认为,有些山寨币被严重低估了,而另一些可能……你懂的,会一文不值。

So there's a world here where I do think some altcoins are massively undervalued, and then some are probably can, you know, send them

Speaker 0

Robinhood的情况也是一样。

It's off down the the same with Robinhood.

Speaker 0

传统金融公司正在投资加密项目和加密技术。

It's trad fi's investing in crypto type projects with crypto technologies.

Speaker 0

Robinhood只是在自己搭建平台,这一点我们已经反复讨论过了。

Robinhood is just building their own, obviously, and we've covered that nonstop.

Speaker 0

我们周二邀请了约亨·科巴特,抱歉,是约亨·科巴特做客播客。

We had Johan Kerbat sorry, Johan Kerbat on the pod Tuesday.

Speaker 0

那一期会在下周二播出,你一定要收听。

That's gonna go out on Tuesday next week, so you're definitely gonna tune in for that one.

Speaker 0

那是一期非常棒的节目。

That was great, great episode.

Speaker 0

在我们继续之前,接下来要聊Kraken,但首先得给聊天区点个赞,周五还有这么活跃的讨论。

Before we move on, we're gonna move on to Kraken next, but we gotta give a shout out to the chat, an absolutely active chat on a Friday.

Speaker 0

CJE在吸收一些空头希望。

CJE sucking in some hopium.

Speaker 0

这里有人在讨论海滨房产。

Beachfronts here.

Speaker 0

来自伦敦对岸的Uto Bemi。

Uto Bemi from London across the pond.

Speaker 0

太棒了。

That's awesome.

Speaker 0

来自皮纳拉斯公园的戴维,离我很近。

David from Pinellas Park, close by to me.

Speaker 0

最近怎么样,戴维?

What's up, David?

Speaker 0

了不起的哈比什。

The great Habish.

Speaker 0

最近经常见到他。

Been seeing him a lot recently.

Speaker 0

谢谢你的加入。

Thanks for joining.

Speaker 0

来自棕榈泉的海滩边。

Beachfront from Palm Springs.

Speaker 0

我们还有谁?

Who else do we got?

Speaker 0

还有戴维,是的。

And David yeah.

Speaker 0

大卫和CJ。

David and CJ.

Speaker 0

差不多就这些了。

That's about everybody.

Speaker 0

听起来不错。

Sounds good.

Speaker 0

我们的聊天很活跃。

We got an active chat.

Speaker 0

任何还没有留言的人,请告诉我们你们来自哪里。

Anybody else that's in there that hasn't commented yet, let us know where you're from.

Speaker 0

如果可以的话,请给我们点个赞。

And if you can, give us a like.

Speaker 0

如果是新来的,请在右下角点击标志。

And if you're new, on the bottom right, hit the logo.

Speaker 0

订阅我们,以免错过所有精彩内容。

Give us a subscription so you don't miss out on all of the good content.

Speaker 0

Kraken 的新闻。

Kraken Kraken news.

Speaker 0

突发新闻。

Breaking news.

Speaker 0

这太令人震惊了。

That this was shocking.

Speaker 0

我当时想,如果真有交易所能引发如此重大的突发新闻,不知为何,我没想到会是 Kraken。

I was like, if if there was an exchange to make breaking news of this magnitude, for some reason, I didn't think it would be Kraken.

Speaker 0

这只是我的想法。

That's just me.

Speaker 0

叫我偏心也好,作为节目的好友 Gemini,但该给的肯定还是要给。

Call me biased, Gemini friend of the show, but you gotta give credit where credit's due.

Speaker 0

你知道的?

You know?

Speaker 0

当你想到这种事的时候,尽管布莱恩·阿尔姆斯特朗几乎一直待在华盛顿特区,你可能会觉得应该是 Coinbase,或者可能是 Gemini 与奥地利人的关联。

You're thinking with something like this, as much as Brian Armstrong's been basically living in DC, you think it might be Coinbase, maybe it's the link of Austrian's in Gemini.

Speaker 0

不。

No.

Speaker 0

Kraken交易所已成为首个获得美联储核心支付系统访问权限的加密平台,使其与数千家美国银行和信用合作社处于相同的支付通道上,据CoinDesk报道。

It's the Kraken exchange has become the first crypto platform to gain access to the Federal Reserve's core payment system, putting it on the same payment rails as thousands of US banks and credit unions per CoinDesk.

Speaker 0

让我们听听辛西娅·卢米斯的发言,我相信她即将退休,所以我们将会怀念她的片段。

Let's listen to Cynthia Lumis, who I believe is on retiring soon, so we're gonna miss her her clips.

Speaker 0

但这里有个两分钟的片段。

But two minute clip here.

Speaker 0

我觉得这段大约一分半钟的视频值得听一听,然后布莱恩,我想听听你的看法。

I think this is worth maybe listening to about minute ninety seconds, and then Brian, I wanna hear your take.

Speaker 2

这将是一个巨大的资产,Kraken今天宣布他们现在可以访问SkinnyMaster账户,这为法币美元与数字资产的新整合带来了新的机会。

This is gonna be a huge asset, and today's announcement by Kraken that they now have access to a a SkinnyMaster account is going to add another opportunity for the new integration of the fiat dollar with digital assets.

Speaker 2

这是巨大的一步。

This is a huge step forward.

Speaker 2

非常高兴看到美联储终于意识到,我们可以以一种惠及美国民众的方式整合这些金融产品。

Very happy to see the Fed finally realize that we can integrate these financial products in a way that benefits Americans.

Speaker 3

参议员,请解释一下关于Kraken的新闻,我不太明白。

Senator, explain the news with Kraken because I'm not sure I understand it.

Speaker 3

我读过这篇报道,但并没有完全理解。

I've read it, but I don't entirely understand it.

Speaker 3

新闻说美联储现在要接受第一家数字资产公司开设主账户。

The the news that the Federal Reserve is now going to be accepting this first digital asset company to earn a master account.

Speaker 3

这意味什么?

What does that mean?

Speaker 2

Kraken利用了怀俄明州一项极具远见的法律,称为特殊目的存款机构。

Well, Kraken used a Wyoming law that was very foresight foresightful called a special purpose depository institution to form.

Speaker 2

怀俄明州对这类公司的安全性和稳健性有非常全面、清晰的审查标准。

Wyoming has a very comprehensive, clear examination for safety and soundness of these companies.

Speaker 2

但在拜登政府时期,美联储一直拒绝批准以类似方式组建的数字资产公司接入美联储的支付通道。

And yet under the Biden administration, the Fed would not approve digital asset companies that formed similarly to access the Fed's payment window.

Speaker 2

因此,数字资产一直无法与美国法定货币实现整合。

So there wasn't a way to integrate digital assets with The US fiat currency.

Speaker 0

所以整合已经实现了,布莱恩。

So integration is here, Brian.

Speaker 0

你最初的反应是什么?

What is your what was your initial reaction?

Speaker 0

我当时有点震惊,也很好奇,和主持人贝基一样。

I was I I was kind of shocked and curious, similar to to Becky there, the host.

Speaker 0

我当时就想,天啊,刚一开始我就得好好了解一下这到底是怎么回事。

I was like, man, you know, just off the jump, I I need to look in and learn what this is to be quite honest.

Speaker 1

是的。

Yeah.

Speaker 1

这里的关键是把事情理清楚。

It it's the the take things off here.

Speaker 1

这只是一个精简版的主账户。

It's a skinny master account.

Speaker 1

并不具备完整的银行特权。

It's not full banking privileges.

Speaker 1

所以Kraken获得了支付访问权限,但没有储备金利息、联邦存款保险公司(FDIC)保险或来自美联储的紧急贷款。

So Kraken gets payment access access, but doesn't get, interest on reserves, FDIC insurance or like that emergency lending from the Fed.

Speaker 1

但这仍然是个重大消息。

But still, huge news.

Speaker 1

我的意思是,Kraken成为了第一家获得美联储主账户的加密公司,它直接连接到美联储的核心支付系统,比如Fedwire。

I mean, Kraken just became the first crypto company with a Federal Reserve master account and it's the bank a a direct banking arm to connect with the Fed's core payment rail rails like Fedwire.

Speaker 1

所以这意义重大,关键原因是它标志着加密公司实现传统金融与加密货币融合的重要里程碑,也表明了机构对加密原生金融机构的最高级别认可。

So this is big and the big reason is it just gives major, it's a major milestone for these crypto companies in the integration of TradFi and Crypto and it signals institutional acceptance of crypto native financial institutions at its finest.

Speaker 1

我们看到母公司ICE(洲际交易所)投资了OKX,以获取实时加密数据馈送,所有这些都表明传统金融正越来越多地进入加密领域。

So we're seeing we're seeing the parent company ICE Intercontinental Exchange invest in OKX for live crypto data feeds and all of this more trad fi going into crypto.

Speaker 1

我们现在看到Kraken获得了美联储的主账户。

We see Kraken now getting this master account with the Federal Reserve.

Speaker 1

这仅仅是更多机构认可的体现。

This is just more institutional acceptance.

Speaker 1

我的意思是,顺着这条线索走下去,看看这最终可能走向何方。

This is just I mean, follow the breadcrumbs till like where this is could possibly go.

Speaker 1

如果比特币或加密货币要归零,我非常怀疑现在会有这么多事情发生。

If we were if Bitcoin or Crypto was going to zero, I highly doubt that a lot of these a lot of these things would be taking place right now.

Speaker 1

这就是为什么感觉不像过去的熊市。

That's why it doesn't feel like past bear markets.

Speaker 1

FTX事件真的让人害怕。

FTX was freaking scary.

Speaker 1

汤姆·布雷迪损失了大量资金。

Tom Brady lost all this money.

Speaker 1

这件事上了所有新闻,很多事都让人深有感触。

It was all over the news, like there was just a lot of things that hit home.

Speaker 1

哇。

Wow.

Speaker 1

哇。

Wow.

Speaker 1

这简直就是骗局。

Like, this is a scam.

Speaker 1

现在,情况不一样了。

Now, this is it's different.

Speaker 1

这次熊市有点不同,因为现在人们,尤其是重要人物,正在承认加密货币。

This bear market's a little different because we have this we were people are acknowledging crypto, major people, not not me.

Speaker 1

大型机构投资者正在将加密货币视为一种资产类别,视为未来投资的重要组成部分。

Major institutional players are acknowledging crypto as a a asset class, as a big part of investments in the future.

Speaker 1

这就是为什么我们身处这次熊市感觉很糟糕,但这就是正在发生的事。

That's why it kinda sucks that we're in this bear market, but this is what's happening.

Speaker 1

我们当前市场有许多原因,但一旦出现一些积极的消息,再次跟随这些线索,看这一切将走向何方。

There's a lot of reasons for the the market we're in right now, but once we get some positive news, just again, follow the breadcrumbs where this is all going.

Speaker 1

这是大型机构对一家加密公司的广泛认可。

This is this is a big institutional acceptance of a crypto company.

Speaker 0

我完全同意,评论区的朋友Cooper Junior,4298说,整合很重要,但我们正在与魔鬼共舞。

Couldn't agree more and a friend in the comments, Cooper Junior, 4298 is saying, integration is important, but we're dancing with the devil.

Speaker 0

我们确实如此,但这就是成长。

We most certainly are, but that's that's growth.

Speaker 0

我的意思是,如果你想要大规模采用,我们这些年在节目中也讨论过这个问题:嘿,我们想要主权,想成为自己小小的核心圈子,但如果你希望数字上涨,希望比特币有朝一日能达到黄金的市值水平,那么这些整合与认可都是必不可少的。

I mean, again, if you want the mass adoption and we've talked about this on the show over the years is like, hey, you know, it's we want the sovereignty and we want to be our own little cult, but you know, if if you want number go up and you want Bitcoin to you know, one day, you know, get up to the gold market cap level, like these are the integrations and the acceptances that you have to have.

Speaker 0

现在情况已经到了这种地步,天哪,Jamie Crypto Diamond 都快哭了。

And it's getting to the point where, I mean, jeez, Jamie Crypto Diamond is is crying.

Speaker 0

我的意思是,他正在说,嘿。

I mean, he's like, he's saying, hey.

Speaker 0

如果你想当银行,那就当银行吧。

If you wanna be a bank, be a bank.

Speaker 0

好吧。

It's like, okay.

Speaker 0

我们干脆从美联储搞个后门,然后做这个、做那个。

Well, we'll just, you know, get the backdoor access from the Fed, and we'll do this, and we'll do that.

Speaker 0

所以,让我们听听吧,我觉得这一切都是紧密相连的。

So let's let's listen to, it's all ties together, I think.

Speaker 0

让我们继续听听 Jamie Crypto Diamond 继续他的抱怨吧。

Let's listen to Jamie Crypto Diamond continuing his his pouting, if you will.

Speaker 1

据称,你和你的同行们曾与Coinbase的布莱恩·阿姆斯特朗就《清晰法案》发生过争执,特别是关于加密交易所为稳定币提供奖励这一想法。

You and your peers have reportedly clashed with Coinbase's Brian Armstrong over the Clarity Act and specifically this idea of crypto exchanges offering rewards for stablecoins.

Speaker 1

几周前,阿姆斯特朗在马阿拉歌与CNBC的莎拉·艾森对话时提到,市场结构的构建存在一条可行路径,可以实现各方共赢。

And Armstrong was on CNBC with Sarah Eisen a few weeks ago from Mar A Lago, and he said there's a path forward for the market structure build that could quote win win outcome for everyone.

Speaker 1

你目前对此有何看法?

How are you feeling about it right now?

Speaker 4

银行方面强烈认为,奖励应当等同于利息。

The banks feel strongly that there should be rewards are the same as interest.

Speaker 4

他们认为,折中的方案是只能对交易行为给予奖励,而不是对余额支付奖励。

And that, you know, a compromise would be that you could pay rewards on transactions, not balances.

Speaker 4

如果你要持有余额并支付利息,那你就该是银行。

If you're going to be holding balances and paying interest, that's the bank.

Speaker 4

这种行为应当由银行监管。

It should be regulated by a bank.

Speaker 4

因此,我们的立场一直很坚定。

So we've been firm.

Speaker 4

这里有一件事,没错,但如果你想当银行,那就去申请成为银行,然后你就可以根据银行法做任何你想做的事。

One thing over here, yes, but if you wanna be a bank, become a bank, then you can do whatever you want under bank law.

Speaker 4

所以我提醒大家,你的观众可能不知道,银行有各种限制,需要FDIC保险、反洗钱和《银行保密法》。

So I remind people, you know, your your viewers may not know, banks have restrictions and requires FDIC insurance, AML, BSA.

Speaker 4

我们还有《社区再投资法》,这意味着你必须在低收入和中等收入社区开设25家分支机构,满足社会要求。

We have community responsibility act, which means you have to open 25 of our beds, LMI neighborhood social requirements.

Speaker 4

我们有流动性要求、资本要求、透明度要求、报告要求、董事会要求以及政府的各项规定。

We have liquidity requirements, capital requirements, transparency requirements, reporting requirements, board requirements, government's requirements.

Speaker 4

如果他们想当银行,那就去当吧。我们的原则是按产品来实现公平竞争。

If they wanna be a bank, so be So what we base is level playing field by product.

Speaker 4

不能让一些人做某种事情却没有任何监管,而另一些人却要遵守严格规定。

It can't be you have these people doing one thing, you know, without any regulation like that, and these people do another.

Speaker 4

如果你这样做,最终买单的将是公众。

And if you do do that, the public will pay.

Speaker 4

情况会变得很糟糕。

It will it will get bad.

Speaker 4

所以我只是想让他深呼吸一下,他到底想做什么,而我们想要的是竞争。

So I just he wants to take a deep breath in what does he want to and we want competition.

Speaker 4

你知道,我们实际上是区块链最大的使用者之一,而且

You know, we're actually one of the biggest users of blockchain and, you know, and

Speaker 1

真的非常喜爱区块链。

really created Love the blockchain.

Speaker 1

我们很喜欢它。

We love it.

Speaker 1

我们最爱的是,没有人比我们更频繁地使用区块链

We love the nobody uses blockchain more

Speaker 0

了。

than us.

Speaker 0

别让他们得逞。

Don't let them.

Speaker 0

别让他们这么做。

Don't let them do it.

Speaker 0

但我们能做到。

But we will We can do it.

Speaker 1

公众会买单。

The public will pay.

Speaker 1

是的。

Yeah.

Speaker 1

我觉得他真的有点失控了。

Think he's literally he he's gone a little off the rails there.

Speaker 1

我的意思是,这个问题我确实认真思考过。

I mean, it it's I the question definitely I thought about this.

Speaker 1

我还做了一次市场更新,感觉我们离获得这个清晰法案的通过比一周或两周前更远了,尤其是当我看到布莱恩·阿姆斯特朗说的‘双赢局面’时。

I did a market update on it as well that it it does feel like we're a little farther from getting this Clarity Act sign than I I felt like maybe a a week or two ago, especially when I saw Brian Armstrong's like, hey, win win scenario.

Speaker 1

我越想越觉得,这里可能根本不存在双赢。

The more I think about it, there there's probably not a win win here.

Speaker 1

要么银行会输,因为他们不希望人们通过持有加密货币获得收益。

Either the banks are going to lose because they do not want people earning yield on holding crypto.

Speaker 1

像Coinbase这样的加密公司,其整个业务模式就是通过让用户持有加密货币并支付收益来盈利。

And crypto companies like Coinbase, their whole business is on paying people to hold you hold crypto and giving them yield.

Speaker 1

这里有个非常有趣的转折,当他提到这一点时,他有点偏离主题了。

Now, is a very interesting break here and right when he brought that up, he he he got he went off the rails a little bit.

Speaker 1

他 literally 用了‘公众买单’这句话,而且如果Coinbase想成为银行,它就想成为银行。

He literally used the public will pay and and if Coinbase wants to become a bank, it wants to become a bank.

Speaker 1

那么,杰米·戴蒙,我们了解多少?

So, Jamie Diamond, what do we know?

Speaker 1

他是世界上最有权势的银行家。

He's the most powerful banker in the world.

Speaker 1

嗯。

And Mhmm.

Speaker 1

其他银行家都会听杰米·戴蒙的话。

Other bankers listen to what Jamie Diamond said.

Speaker 1

他们不会反对。

They're not they're not gonna push back.

Speaker 1

因此,这让我觉得,我们可能比想象中更进一步了,银行家们实际上已经接受持有加密货币并从中获得收益。

So, that indicates to me that we're probably a little bit farther along than, we think with the bankers really conceding to holding crypto and getting paid on yield.

Speaker 1

我非常支持持有加密货币并获得全部收益。

I am a big fan of holding crypto and getting the full amount of yield.

Speaker 1

然后我们甚至还有特朗普。

And then we even had Trump.

Speaker 1

这发生在周一,接着周二或周二当天,布莱恩·阿姆斯特朗和一些加密货币游说者真的去了白宫。

So this was like Monday, then Tuesday or or Tuesday, Brian Armstrong and some crypto lobbyists actually go to the White House.

Speaker 1

与特朗普近距离接触,稍微宣传一下,结果特朗普突然在Truth Social上发帖,白宫也转发了。

Rub shoulders with Trump, talk it up a little bit, and all of a sudden Trump hits truth social and the White House tweets it out.

Speaker 1

本质上,特朗普把银行推到了对立面,明确表示他站在加密货币这一边。

Basically, Trump throws banks under the bus and he's just saying like they do, you know, just definitely sides with the crypto side of things.

Speaker 1

是的。

Yeah.

Speaker 1

超级制作人Tevo,非常感谢你提到这一点,他谈到了拥抱加密货币这一面有多么重要。

Super producer Tevo, thank you so much for bringing it up and just talks about how important it is to embrace embrace the crypto side of things.

Speaker 1

所以,有一刻这真是太好了,因为世界上最有权力的人几乎站在了我们希望他站的一边。

So at one point, this is great because we have the most powerful man in the world pretty much siding with the side we want him to be on.

Speaker 1

但另一方面,我悲观的一面在想:好吧,看看杰米·戴蒙彻底失控了。

But then part of me and then the pessimistic side of me is like, alright, like, we got Jamie Dimon going off the rails.

Speaker 1

听起来不像是一个即将推动市场结构或清晰法案的人。

Does not sound like a guy that's close to inking a market structure or Clarity Act bill.

Speaker 1

然后阿姆斯特朗去见了特朗普,特朗普就开始发推文。

And then Armstrong goes and talks to Trump, and Trump's like starts tweeting out.

Speaker 1

我觉得,如果真那么接近了,特朗普——我的意思是,他啥都敢发推,但我不认为他会发这条推文,毕竟这招过去管用。

I feel like if it was like really close, Trump I mean, Trump will tweet about anything but I don't think he's probably gonna send this tweet out to kinda like, you know, it's worked in the past.

Speaker 1

他让一些人老了,也带动了人群,但有个叫桑德斯·桑德斯的人,我觉得挺了不起的。

He's aged people on, he's got people moving but there was a great Saunders Sanders, I believe.

Speaker 1

他为加密行业工作,是白宫记者。

He worked for Crypto, he's a White House correspondent.

Speaker 1

我读过他的一些推文和文章。

I I read some of his tweets and articles.

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Speaker 1

他对此做了非常精彩的分析,强调白宫方面非常重视此事,并设定了三月一日这个软性截止日期来促成这笔交易。

He had some really awesome breakdowns about this and about how it's really important for the White House and they kind of put a soft deadline of March 1 to get this deal inked.

Speaker 1

因此,我们开始看到三月期间,很多人开始提及此事。

And that's why we're starting to see at the March a lot of people starting to bring it up.

Speaker 1

布莱恩·阿姆斯特朗去与特朗普沟通,特朗普于是发了这条推文,因为白宫希望达成这笔交易。

Brian Armstrong going to talk to Trump, Trump sending out this tweet because the White House wants this deal done.

Speaker 1

他们希望在春季完成,因为到了五月,我们就将迎来中期选举,国会将进入休会状态。

They want it done in the spring because what happens what comes come May, we have midterms and congress halts.

Speaker 1

他们正在为自己争取资金。

Like, they're looking for their own funding.

Speaker 1

他们对这些事情的关注度降低了,事情会变慢。

They're they're not as concerned with some of these things, like things slow down.

Speaker 1

所以白宫希望在春季完成此事。

So the White House wants to get this done in the spring.

Speaker 1

这并不是说这件事不会完成。

Not to say this isn't gonna get done.

Speaker 1

我觉得《清晰法案》肯定能通过。

I think the Clarity Act's gonna certainly get done.

Speaker 1

我觉得前景还是有的,但看到杰米·戴蒙的反应和特朗普发了这条推文后,感觉我们之间的距离比我希望的要远一些。

I think there's a strong path, but with Jamie Dimon's reaction and then Trump tweeting this out, it it does feel like we're a little farther apart than what I was hoping for.

Speaker 1

五月的时候,我很想听听你的看法或者聊天室里的意见,但这是我直觉上的反应。

May I would love to know your take or the chat's take, but that's my gut reaction.

Speaker 0

是的。

Yeah.

Speaker 0

让我们给聊天室打个招呼吧,老兄。

Let's shout out to the chat, man.

Speaker 0

周五还能这么活跃,真不错,我知道当我们没有出现绿色蜡烛的时候没那么有趣,但我希望你们这个周五和我们一起吸收希望,享受此刻。

Super active on a Friday, and I know it's not fun when we're not printing green candles and all that stuff, but I hope you're sucking in the hopium with us on this Friday, and you're just enjoying being here.

Speaker 0

聊天室非常活跃。

Chat's super active.

Speaker 0

你们对这一切有什么看法?

What do you guys think of all this?

Speaker 0

今年《清晰法案》能通过吗?

Is the Clarity Act gonna pass this year?

Speaker 0

赶紧发表一下看法,我们会读的。

And fire off some takes, we'll read them.

Speaker 0

我的看法是,我真的不知道,老兄。

My take is I do I I don't know, man.

Speaker 0

除非Polymarket在重大事件上真的出错一次,否则很难反向操作。

Until until Polymarket really gets one wrong, on a big scale, it's hard to fade.

Speaker 0

当他们一直表现得如此准确时,真的很难反向操作。

It's hard to fade when they've been it's really, really hard to fade.

Speaker 0

而且,这终究会改变。

And, again, it'll change.

Speaker 0

它确实会变化。

It'll it changes.

Speaker 0

但目前来看,你似乎倾向于认为这项法案会通过。

But, like, right now, it's like you're leaning towards this getting passed.

Speaker 0

当 Jamie Diamond 在直播中稍微失去冷静时,几乎让人感觉他没能如愿以偿。

And it it almost when Jamie Diamond loses his cool a little bit on live TV, it almost feels like he's not getting his way.

Speaker 0

那么,现在有进展吗?

So is there progress being made?

Speaker 0

而且有很多反对声音。

And there's tons of pushback.

Speaker 0

显然,我们展示的那条特朗普推文就是这种情况——双方都有反对,但你知道,特朗普希望这成为一场胜利,就像他显然希望这成为所谓加密人士的胜利一样。

Obviously, that's what the Trump tweet that we have up is, like, there's pushback both ways, but, you know, Trump wants this to be a win is, like, it's like, obviously, he wants it to be a win for the quote unquote crypto people.

Speaker 0

但再说一次,我们总是说,大规模采用是指人们在使用加密底层技术时,却根本不知道自己在用加密货币。

But again, we always say the mass adoption is people using crypto rails that don't know what they're using, that don't know that they're using Crypto.

Speaker 0

如果有一种方式能让人们获得比当前银行提供的高得多的储蓄收益,比如高出两三个百分点,甚至百分之五,而银行现在对数万、数十万美元的存款只给几分钱的利息,这对普通美国人来说是好事,能让他们获得这部分收入并分享一点收益。

And if there's a way for people to get these high yield savings account and clip two, three, 5% compared to what the banks are offering now, which is pennies on the on the thousands, hundreds of thousands of dollars that they're they're making money on is is good for the average American to to get that income and share that income a little bit.

Speaker 0

因为银行拿走你的一万美元,只给你三分钱利息,但随后却用你的钱以百分之七加上各种费用的价格再贷给你。

Because again, the banks take your $100,000, give you three cents, but then they'll they'll they'll sell you a loan with your own money back to you for 7% plus all the fees.

Speaker 0

所以,我认为这场辩论某种程度上就是关于让普通人也能获得一些收益。

So it's like, they we're that that's kind of, I think, what this debate is a little bit about is give access to the, you know, some some yield.

Speaker 0

我发现一个特别有趣的地方,我看到《华尔街日报》上有一篇文章,我们有个错误。

And what I found really interesting, I saw that there was a Wall Street Journal article had us had an art sorry.

Speaker 0

《华尔街日报》一篇关于加密货币储蓄账户的文章,让银行感到焦虑。

A Wall Street Journal article about crypto based savings account has banks anxious.

Speaker 0

《华尔街日报》的伊芙琳·布朗,画面右下角,正把它塞在Tendy's垫子下面。

Evelyn Brown of The Wall Street Journal getting a little bottom right corner there, tucking it in underneath the Tendy's right pad.

Speaker 0

有点偏低,不是高档货。

A little low on the ice, not top shelf.

Speaker 0

这不够吸引人。

It's not sexy.

Speaker 0

这不是高档货。

It's not a top shelf.

Speaker 0

这也不是那种能吊起来的玩意。

It's not a dangle.

Speaker 0

这可能就像冰球垫子的右下角,毕竟自从美国男女队赢得金牌后,人人都爱上了冰球。

This might be like a tip stick bottom right pad since we're, everybody loves hockey now after The USA, men and women's win gold.

Speaker 0

挺有意思的。

Interesting there.

Speaker 0

你可能看不到中间的那个部分。

You might not be able to see it there in the middle.

Speaker 0

我正试着移动光标,但它有点

I'm trying to move my cursor, but it kinda

Speaker 1

这是在看什么?

What is this looking at?

Speaker 1

我的意思是,这就像一份报纸。

I mean, this is like a newspaper.

Speaker 1

是妈妈特沃剪下来寄过来的吗?

Did Mama Tevo cut this out and send it over?

Speaker 1

这是一份正经的报纸。

It's a straight up newspaper.

Speaker 0

但它只是想告诉你,嘿。

But it's just showing you, like, hey.

Speaker 0

顶级的25个高收益储蓄账户平均利率为4%,而银行提供的普通储蓄账户利率大概只有其一半,也就是两个基点左右。

The top 25 high yield savings average, you know, at 4% versus, you know, the average of what savings account, what the banks are offering, you know, half basically half a half a point, you know, two basis points if you will.

Speaker 0

当你在金融行业,说‘基点’的时候,你就显得很专业了——顺便说一下,这是给你们所有人的一个小趣闻。

That's when you know you're in finance and and you're you're cool when you say basis point, by the way, fun fact for all of you.

Speaker 0

所以,有趣的是,现在这股势头非常强劲。

So it's just it's interesting that there's a lot of momentum around this.

Speaker 0

我觉得,当《华尔街日报》开始讨论、总统也在谈论、杰米·戴蒙都快炸毛的时候,说明《清晰法案》里肯定有些有意思的变化,而且,这又是一集‘希望药丸’,所以好好吸收吧。

I think, you know, when the Wall Street Journal starts talking about it and the president's talking about it and Jamie Dimon's losing his cool, I'm gonna say there's some interesting changes being done in the Clarity Act and, you know, again, it's a Hopium episode, so suck it in.

Speaker 1

是的。

Yeah.

Speaker 1

我喜欢这个。

I like it.

Speaker 1

我喜欢这个。

I like it.

Speaker 1

我同意。

I do.

Speaker 1

我的意思是,他显然不高兴,但这种观点从另一面来看确实很好。

I mean, he's obviously not happy and it's a great it's a great take on the other side.

Speaker 1

我认为,不管人们喜欢还是讨厌,特朗普参与进来很重要,我喜欢他更倾向于加密货币一方而不是银行一方,因为这会让大家觉得银行确实很强大。

And I think it's important that, you know, probably love it or hate it that Trump gets involved and I like that he's siding on the crypto side more than the bank side because that would make everyone feel a little more Banks are powerful though.

Speaker 1

我的意思是,他们确实有一些有影响力的人物。

I mean, they have some powerful people.

Speaker 0

毫无疑问。

No doubt.

Speaker 1

他们已经存在了几千年。

They've been around for thousands of years.

Speaker 1

他们拥有一些有影响力的人物,而我们现在面对的是最强大的银行家——杰米·戴蒙。

They got some powerful people and we're dealing with Jamie Dimon who's the most powerful banker.

Speaker 1

但另一方面,他们也有强烈的动机去推动这件事成功。

But they have a they also on the other side of it, they have a very strong invested interest to make this work as well.

Speaker 1

旧的退出,新的到来,肯定会有一些变化,但我并不认为银行会失去太多权力,不过话说回来,我还是希望我持有的加密货币能产生收益。

Out with the new out with the old, in with the new, and there's gonna be some changes, but I don't I don't think banks are gonna lose as much power, but hey, I I would like I would like to earn yield on Crypto I hold.

Speaker 1

老兄,这到底是怎么回事?

Like, what the heck dude?

Speaker 1

这就是我们进入加密货币领域的主要原因,因为它为普通投资者带来了优势。

Like, that's why that's a big reason we're in crypto is because of the the the advantages it gives to the retail people.

Speaker 1

我觉得人们会做出回应。

And I I think people will respond.

Speaker 1

我希望国会能做出回应。

I I hope Congress responds.

Speaker 1

我喜欢白宫开始逐渐支持加密公司,但我们确实需要看到它们稍微让步一点;不过,我并不认为会出现明显的双赢局面。

I like that the White House is starting to kinda like back back to crypto companies, but we we definitely need to see a little bit bend of the knee, but I I am not I'm not on the side of like there's going to be like a clear win win.

Speaker 1

我真想知道有没有比我更聪明的人能规划出一个双赢方案。

I would love to know someone that's smarter than me to map out the win win.

Speaker 1

我觉得要么银行会生气,要么加密公司会生气。

I do feel like either banks are gonna be pissed or the crypto companies are gonna be pissed.

Speaker 1

总有一个会生气。

One of the two.

Speaker 1

而且聊天内容简直令人难以置信。

And the chat is just It's unbelievable.

Speaker 1

简直难以置信。

It's unbelievable.

Speaker 1

聊天里都是大神吗

Are beasts out of chat

Speaker 0

现在。

right now.

Speaker 0

我们现在正在看聊天内容。

We're going over the chat right now.

Speaker 0

我想看看。

I thought let's see.

Speaker 0

安迪,我觉得今年会通过。

Andy, I think it will pass this year.

Speaker 0

我觉得即使特朗普必须推动它通过,也是为了转移我们对其他事情的注意力。

I think it's teetering even if Trump has to make it past to take our minds off other stuff.

Speaker 0

是的。

Yeah.

Speaker 0

这显然似乎正是我们的看法:嘿,加密货币群体对他竞选来说很重要。

That's definitely seems that's kind of what our take was is like, hey, the crypto cohort was big for him for the election, think.

Speaker 0

你知道,还有许多其他方面。

You know, there was many other facets.

Speaker 0

但这并不是唯一因素,而且你知道,中期选举即将到来,形势看起来很紧张。

It wasn't the only thing, but you know, midterms are coming and it's it's looking tight.

Speaker 0

我再说一遍,我只上过一门政治学课程,别把我当专家。

Again, I always say I took one class of political science, so call me an expert.

Speaker 0

我们看看。

Let's see.

Speaker 0

还有别的吗?

What else?

Speaker 1

A d。

A d.

Speaker 1

你通过了。

You passed.

Speaker 0

C等。

C's.

Speaker 0

C和D也能拿学位。

C's D's get degrees.

Speaker 0

来自CJE的锡纸帽观点。

Tinfoil hat take from CJE.

Speaker 0

也许吧。

Maybe.

Speaker 0

也许我们可以对这件事来个锡纸帽观点。

Maybe we can get a tinfoil hat take on this.

Speaker 0

海滨地产,银行完蛋了。

Beachfront, the banks are toast.

Speaker 0

让我们看看,大卫·默里,美国银行在锁定100时支付了半个点。

Let's see, David Murray, BofA paying a half point on tying up a 100 exactly.

Speaker 0

他们最好通过。

They better pass.

Speaker 0

有人提到基础,安迪喜欢基础。

Someone say base, Andy likes base.

Speaker 0

是的。

Yeah.

Speaker 0

所以再说一遍,大家基本上都在倾向加密货币市场,我们支持加密货币,所以希望它能通过。

So again, everybody's kind of, again, leaning towards the poly market, leaning towards, know, we're pro crypto here, so we want it to go through.

Speaker 0

但我们希望它是建设性的。

But we want it to be constructive.

Speaker 0

我觉得几周前我们就说过这一点。

I think that's something we said a couple weeks ago.

Speaker 0

就像说,我不希望这件事通过。

It's like, hey, I don't want this thing to pass.

Speaker 0

然后我们仔细一看,发现这根本不好。

And then we're going through it, and it's like, man, this is not this is not good.

Speaker 0

当这种情况发生时,我们必须坦诚相待。

And and we're gonna have to be honest when that happens.

Speaker 0

对吧?

Right?

Speaker 0

我们需要看看会发生什么,看看法案内容,然后逐一分析。

We gotta see what happens, see what's in the bill, and break it down.

Speaker 0

所以,接下来我们快速聊几个要点,然后再进入今天的重头戏——Momentum Money Makers的获奖名单,以及我们可以在节目末尾讨论的有趣内容。

So just moving on, a couple quick hitters before we get to the main event of the Momentum Money Makers wins and the fun stuff that we can talk about at the end of the show.

Speaker 0

这里有几个关于比特币的简短资讯。

Just a couple quick Bitcoin quick hitters here.

Speaker 0

我看到印第安纳州州长签署了一项法案,允许将比特币纳入州退休计划进行投资。

I saw that the Indiana governor signs a bill into law that allows Bitcoin to be invested into state retirement plans.

Speaker 0

我觉得这挺有意思的。

I thought that was interesting.

Speaker 0

然后这个,我今天刚看到,Square又上新闻了。

And then this one I just saw today, Square, back in the news.

Speaker 0

我们之前从未详细讨论过他们上周做了什么,但这周,特别是比特币,看起来他们称之为一项激励计划,以吸引新的比特币商户。

We never really covered what they did last week, but this week, Bitcoin specifically, looks like they're they're calling it a a bounty to onboard new Bitcoin merchants.

Speaker 0

用户通过使用Cash App向从未接受过比特币的Square商家进行首次比特币支付,即可获得25美元的比特币奖励。

Users can earn $25 in BTC for making their first ever Bitcoin payment to a Square seller who hasn't previously accepted BTC using the Cash App.

Speaker 0

你知道,又是25美元。

You you know, again, $25.

Speaker 0

所以我想这更像是一个营销活动,目的是让新的店铺接受并使用Cash App,从而接入支付通道并从中获取分成。

So I guess it's kind of a marketing campaign for to get new peep new, I guess, storefronts to accept and use Cash App so they can get the the payment rails and get their percentage points on that.

Speaker 0

所以,如果你认识一些店铺老板,而且你又是比特币爱好者,你可能会告诉他们:嘿,你用Square吗?接受Cash App吗?

So it's like maybe if you're, you know, know people that own these storefronts and you're a Bitcoin person, you'll tell them about, hey, do you have Square and you accept Cash App?

Speaker 0

比如,你开启比特币功能,然后我会用它之类的。

Like, oh, like, you turn on the Bitcoin function and you know, I'll use it or something.

Speaker 0

我觉得这挺酷的。

So it's I thought that was cool.

Speaker 0

这个活动将持续一个月。

It's gonna last a month here.

Speaker 0

所以如果你认识那些使用现金应用在实体店收款的人,告诉他们开启比特币支付功能。

So if you can get if you know people that are using cash app specifically to accept payments at a storefront, tell them to flip on the Bitcoin the Bitcoin payment option.

Speaker 0

你可以用它。

You can use it.

Speaker 0

你拿到25美元后,第二天再买回来。

You get $25 and then just buy it back the next day once you get the $25.

Speaker 0

对吧?

Right?

Speaker 0

白得一点比特币。

A little free BTC.

Speaker 0

我觉得这挺酷的。

So I thought that was cool.

Speaker 0

你对这个有什么看法吗?

Any any any thoughts on that?

Speaker 0

你觉得这个计划是不是赶工出来的?

Any thoughts on maybe maybe a nice little do you think this was rushed?

Speaker 0

你觉得这个促销活动是在他们上周的举动之后仓促推出的吗?

Do you think this promo was rushed after what they did last week?

Speaker 0

裁掉了大约40%的员工?

Firing like 40% of their staff?

Speaker 1

是的。

Yeah.

Speaker 1

你大概可以这么认为。

You could probably argue that.

Speaker 1

它可能确实有点仓促。

It could have been a little bit rushed.

Speaker 1

我们需要论证一下。

We need a argue that.

Speaker 0

我们需要一个促销活动,伙计们。

We need a promo, boys.

Speaker 0

我们需要一个促销活动。

We need a promo.

Speaker 1

是的。

Yeah.

Speaker 1

一些东西。

Something.

Speaker 0

我们进入主赛事吧。

Let's go to the main event.

Speaker 0

聊天室里的人想要。

The chat wants it.

Speaker 0

他们想要那些能带来流量和收益的内容。

They're they want the momentum money makers.

Speaker 0

他们想要一些模因币的动静。

They want some meme coin action.

Speaker 0

利润在哪里?

Where are the profits?

Speaker 0

胜利在哪里?

Where are the wins?

Speaker 0

各位,Brian会给大家介绍一下他在社区里的工作内容。

Guys, Brian's gonna go over kind of what he does inside the community.

Speaker 0

你知道,我们在这个播客里是为你服务的。

You know we're here for you on the podcast.

Speaker 0

我们也在YouTube上为你提供支持。

We're here for you on the YouTube.

Speaker 0

但如果你想更深入地接触Brian、Joe和整个团队,获得第一手资讯、订阅简报,并真正了解他们的想法和关注点,那就加入吧。

But if you want more access to Brian, more access to Joe and the entire team, you get the first alerts, you get the newsletters and you kind of get a real inside look into what they're thinking and what they're looking at.

Speaker 0

再次强调,这并不是个人财务建议,而是一种教育内容。

Again, it's not personal financial advice, it is education.

Speaker 0

这些第一手资讯一发布,就曾带来过实实在在的赢家。

And those first alerts go out and there have been absolute winners.

Speaker 0

我们现在就要讲一个例子。

We're about to cover one right now.

Speaker 0

当你参加直播时,我们通常会给你一些优惠。

And you know, when you attend the lives, we like to give you a deal.

Speaker 0

所以有一个一美元的试用。

So there's a dollar trial.

Speaker 0

如果你有兴趣更深入地参与Crypt Nation社区以及Brian和Joe的活动,请查看下方描述,一美元试用,去了解一下。

If you're interested to get more involved with the Crypt Nation community and Brian and Joe, just go down the description, $1 trial, check it out.

Speaker 0

我们非常欢迎你加入。

We'd love to have you in there.

Speaker 0

那么,让我们继续,满足大家的需求。

So let's move and give the people what they want.

Speaker 0

Brian,你今天带来了一个赢家了吗?

Brian, did you bring a winner for us today?

Speaker 1

是的。

Yeah.

Speaker 1

我们可以聊聊。

We can we can talk.

Speaker 1

在Momentum Money Makers这个领域,我们经常讨论的是热门的模因币。

Well, what we're talking about a lot in this Momentum Money Makers world, we we'll talk about meme coins if they're hot.

Speaker 1

我们会谈论NFT。

We'll talk about NFTs.

Speaker 1

我们有时会谈论Poly Market。

We'll about Poly Market sometimes.

Speaker 1

我们会关注任何充满动能和热度的地方,最近我们看到大量动能的地方,可能我们大多数的建议都来自这个AI加密世界。

We anywhere where there's like a lot of momentum and a lot of steam and recently where we've seen a lot of momentum and probably most of our calls have come from this like AI crypto world.

Speaker 1

你知道,大约一年前我们经历过一轮AI加密行情,但后来消退了;但如果你是Momentum Money Makers的成员,你就知道我认为AI加密领域及其整合方式正变得完全开放。

You know, we had this AI crypto run about a year ago and it fizzled out, but I if you're part of Momentum Money Makers, you know that I think this AI crypto world and how it integrates get absolutely open.

Speaker 1

因为我们都常说,AI代理或人工智能无法上街去开设银行账户并代表你进行支付,但它们可以设置加密钱包并为其充值,然后完成这些操作。

Flood gates of because we say it all the time, AI agents or AI can't go down the street and create a bank account and and and utilize payment on your behalf, but they can get set up with a crypto wallet and fund it and do it.

Speaker 1

所以让我们为成千上万、甚至数十万的加密钱包接入系统。

So let's get onboard tens of thousands, hundreds of thousands of crypto wallets.

Speaker 1

AI世界现在开始关注加密领域发生的事情,而这正是我们这些加密爱好者长久以来所期待的。

The AI world is now paying attention to what's happening in crypto, and it's just something with like us crypto people have wanted for so long.

Speaker 1

这就像AI终于开始注意到我们了。

It's like AI to like look over at us and they're doing it finally.

Speaker 1

所以你正在看到这些AI投资者或开发者整合并使用加密货币。

So you're getting these AI investors or or developers integrating and using crypto.

Speaker 1

因此,我们的许多来电都非常侧重于AI,而且这不是一个市值小的项目。

So a lot of our calls have been very AI centric and one that's not a small market cap.

Speaker 1

它不是那种几百万到一千万美元市值的赢家,这就是为什么我今天想在节目中谈谈它,因为我非常看好它。

It's not like one of these 1,000,000 to $10,000,000 winners and that's why I wanted to talk about on the show today because I'm pretty big fan of it.

Speaker 1

它叫BvV,简称Venice AI。

It's a it's called BvV and it's for short it's Venice AI.

Speaker 1

是的。

Oh, yeah.

Speaker 1

你可以看到它绝对在飙升。

You can see it absolutely run.

Speaker 1

几周前,我们发现它的市值是五千万美元,非常近的事。

We caught it at a $50,000,000 market cap just a couple weeks ago, so pretty recently.

Speaker 1

所以很可能是在二月,我想。

So probably probably right it was in February, I believe.

Speaker 1

所以我们是在大约5000万美元的时候注意到它的。

So somewhere right around $50,000,000, we called it.

Speaker 1

它确实就在那个水平附近,但在那些巨大的K线之前。

It was certainly right around there, but right before these giant candles.

Speaker 1

因为我们很喜欢它背后的很多东西,我鼓励大家去了解一下。

And because we like a lot of the things behind it, and I I encourage everyone to kind of check this out.

Speaker 1

现在,它的价格至少涨了五倍。

Now, it's it's up, you know, at least a five x.

Speaker 1

它一度涨到了3.5美元或3.2美元左右。

It got all the way up to like $3.50 or $3.20 at one point.

Speaker 1

所以,每当看到像这样直线上涨的K线时,我总是建议你取出你的本金并锁定利润,因为通常都会有一些回撤,而我们现在确实看到了一点回撤,但这里确实有巨大的波动。

So, always when you see candles, just god candles like that go straight up, I always recommend that you pull out your initials and you pull out profit because typically there's gonna be some retracement and we're we're seeing a little bit of it, but there's been some big movements here.

Speaker 1

所以VVV是Venice AI,这是一个由Eric Voorhees创立的去中心化AI平台,他在AI圈和加密圈都很有名,是一位企业家,也是一个极具影响力的声音。

So VVV is Venice AI and it's a decentralized AI platform that was founded by an individual named Eric Voorhees, who's well known in the AI world, the crypto world, an entrepreneur, just a strong voice out there.

Speaker 1

该平台主要致力于提供私有的、无审查的AI工具,如文本、图像和代码生成。

And the platform really aimed with private uncensored AI tools like texts, images, code generation.

Speaker 1

每次我们把信息输入到ChatGPT、Gemini、Claude或其他任何平台时,这些信息都会被存储在某个中心化的数据库里。我其实没太担心这个问题,但我知道Joe就不会把家人的照片上传上去,因为他觉得不希望别人接触到这些内容。

So every time we put our information to the ChatGPT or Gemini or or Claude or whatever it is, it's like stored in some centralized database like like I don't worry about it too much, but I know like Joe won't like put pictures on there of like his family because he's like, I don't want to go with like people having it.

Speaker 1

作为加密原生人群,我们非常重视隐私。

So as crypto native people, we we do like privacy.

Speaker 1

所以这个平台正好解决了所有这些问题,这也是我们称它为赢家的原因,它迅速走红,而Open Claw则是最近热门的AI话题——他们开始将Venice作为基础设施使用,并且最近还获得了某些消息。

So this kind of does it all and it would that's why we called it as a winner and it took off and then Open Claw is kind of the new hot AI topic in the clawed bot and they started utilizing Venice as some infrastructure and recently got some news.

Speaker 1

但可能并不是他们使用的所有内容都来自这里。

Maybe not all what they're using.

Speaker 1

但无论如何,VVV代币已经大幅上涨,我认为它还有可能继续走高。

But regardless, this VVV tokens absolutely ran, and and I think there's a case that it could go higher.

Speaker 1

你觉得它会回调吗?

Do I think it corrects?

Speaker 1

当然会。

Sure.

Speaker 1

你知道的,波动性才是这个游戏的精髓,尤其是在低市值品种中。

Like, you know, think volatility is the name of the game, especially in lower market caps.

Speaker 1

但这个项目有一位非常强大的创始人,有一个非常有力的故事,尤其是在我们讨论元宇宙、AI和加密货币的当下。

But this is one with a really strong founder, a really strong story in the time when we're talking about meta with AI and crypto.

Speaker 1

而且我认为,隐私币以及隐私本身在元宇宙中将变得非常重要。

And then I do think privacy coins and privacy in particular is gonna be really important with meta.

Speaker 1

我不是说元宇宙,而是说AI。

I or not Meta, with AI.

Speaker 1

我认为AI、这些智能代理,AI开发者们会希望他们的代币能有一定的隐私保护。

I I think AI, these agents, I think AI developers are gonna want some sort of like privacy around their tokens.

Speaker 1

如果这一点能实现,也不一定非得是一个完全私有的加密货币,但我认为隐私已经成为了讨论中的一个重要议题。

And if that's like, know, it doesn't have to be a completely like private sector coin, but I think privacy is gonna be kind of it's already been a big part of talking points.

Speaker 1

所以这个项目在很多方面都符合要求。

So this kind of checks the checks the boxes for a lot.

Speaker 1

隐私、AI、强大的创始人,这就是我们为什么给它估值五千万。

Privacy, AI, strong founder, and that's why we called it 50,000,000.

Speaker 1

从那以后,我们还关注了一些更小的代币,比如Felix代理,大家可以去看看,还有Juno。

And since then, we've actually called some smaller tokens like the Felix agent, people can check that out, Juno.

Speaker 1

这些是真正的AI代理,它们是自主的AI代理,每个开发它们的人类都为它们设置了钱包,我认为Felix在过去几周内通过销售产品和服务已经赚了9万美元。

These are actual AI agents that have been given they're autonomous AI agents, so they have each human that developed them, they gave them wallets, and I think Felix today has made $90,000 in revenue over the past couple weeks, just selling products and services.

Speaker 1

这简直太疯狂了。

It's pretty wild.

Speaker 1

当然,它们有自己的代币,当收入达到9万美元时,代币价格就会上涨。

So, of course, they have their own token and the price goes up when you make 90,000 in revenue.

Speaker 1

嘿,它们赚得更多了。

Heck, they're making more.

Speaker 1

是的。

Yeah.

Speaker 1

搜索Felix。

Type in Felix.

Speaker 1

没错,确实如此。

Heck, yeah.

Speaker 1

就在那里。

That's it right there.

Speaker 1

是的。

Yeah.

Speaker 1

应该是的。

It should be.

Speaker 1

是的。

Yeah.

Speaker 1

300万美元的市值。

$3,000,000 market cap.

Speaker 1

是的。

Yeah.

Speaker 1

我们当初估计它在一百万到两百万左右,结果它一路涨到了五百万或六百万,然后,你知道的,现在回调了。

So, we called it right around a million or 2, I think, and it ran all the way to 5 or 6 around the same time, and then, you know, it's corrected.

Speaker 1

但这确实是一个真正的自主AI代理,背后有人类开发者,而且它在产生收入。

But this is this is an actual autonomous AI agent, has human developer behind it, but it's making revenue.

Speaker 1

早期的币种,我不是说让大家随便去买任何AI代理或Felix之类的东西,但这就是我为什么觉得AI和加密世界如此有趣的原因——我们正在见证一种全新的形态出现,而这就是我目前沉浸其中的领域。

Early on coins, not saying for people to just start buying any AI agent or Felix or anything along those lines, but that's that's kind of my rant on why the the world of AI and crypto is so interesting, and we're seeing it make a completely new form, and it's the rabbit hole I'm living in right now.

Speaker 0

是的。

Yeah.

Speaker 0

这是事实。

That's a fact.

Speaker 0

如果你想加入我们和布莱恩、乔一起称之为兔子洞或前线的地方,再次第一时间获取这些投资建议,我记得那次投资涨了五倍。

And if you wanna hop in the rabbit hole or the trenches as we like to call it with Brian and Joe and get access first alerts to these calls again, I think that was like a five x.

Speaker 0

所以这次是两到三倍的回报。

So this was a three or two or three x.

Speaker 0

我们之前聊过‘打猴子’这个项目。

We had, you know, we talked about punch the monkey.

Speaker 0

有趣的是,那是一期播客里的建议。

That was a podcast call funny enough.

Speaker 0

但你知道,这是一个很有趣的社群。

But that, you know, it's a fun community.

Speaker 0

如果这里有谁在那个社群里,欢迎在评论区告诉大家你的看法。

And if there's anybody in here that is in the community, let people know in the comments what you think.

Speaker 0

但如果你想试用,描述里有美元试用链接,去看看吧。

But if you wanna get a trial, dollar trial in the description, check it out.

Speaker 0

再次强调,这些都不是个人财务建议。

And again, none of this is personal financial advice.

Speaker 0

就像布莱恩说的,要小心这些具体的交易,它们已经大幅上涨了。

Be careful of these specific calls like Brian said, they've already kind of ripped to the upside.

Speaker 0

正如我们常说的,你得留意这种冰球杆式的暴涨。

And as we say, you got to be aware of that hockey stick.

Speaker 0

但如果你想尽早获得交易提示,就必须加入这个社群。

But you want to get the calls early, that you got to be in the community.

Speaker 0

所以请查看下方的链接。

So check out the link below.

Speaker 0

这是我们经常讨论的话题。

Something that we talk about a lot.

Speaker 0

所以我们得在这里讲一讲。

We so we have to cover it here.

Speaker 0

胖企鹅正面临争议,布莱恩。

Pudgy penguin under fire, Brian.

Speaker 0

我们真不忍心看到我们可爱又讨人喜欢的小朋友遭遇这种事,但看起来他们正因商标侵权被起诉。

We hate to see that for our cute lovable little friend, but it looks like they're getting sued for some trademark infringement.

Speaker 0

网上普遍认为这纯属无稽之谈,是一场荒谬的诉讼。

The consensus online is this is kind of BS, a bogus suit.

Speaker 0

他们大概只是看到Fudgy Penguin取得的巨大成功,想趁机分一杯羹,这么说吧——双关语,故意的。

They're probably just seeing all the success that Fudgy Penguin's having and trying to, trying to to wet the beak, if you will, pun intended.

Speaker 0

你对这件事有什么看法吗?

Any thoughts around this?

Speaker 1

是的。

Yeah.

Speaker 1

我确实有一些想法。

I I do have some thoughts.

Speaker 1

我觉得这事儿纯属无厘头。

I feel like it's it's pretty bogus.

Speaker 1

说实话,他们是因为商标侵权而起诉他们。

To be honest with you, it's they're they're they're suing them for trademark infringement.

Speaker 1

你看看Pudgy Penguins的标志和Penguin apparel的标志之间的区别。

You look at the logos between Pudgy Penguins logo and the Penguin apparel logo.

Speaker 1

我个人觉得它们看起来完全不一样。

I personally think they look nothing alike.

Speaker 1

我觉得他们的服装设计一点都不好看。

I don't think their apparel looks good at all.

Speaker 1

据说他们声称有一些糟糕的音频问题。

Apparently, it's saying some bad audio.

Speaker 1

你在那边能听到我说话吗?

Can you hear me on my end there too?

Speaker 1

我这边听你很清楚。

I hear you fine.

Speaker 1

是的。

Yeah.

Speaker 1

我觉得我的麦克风看起来没问题,只是

I feel my mic looks good, just

Speaker 0

是的

Yeah.

Speaker 0

可能是YouTube的连接问题。

Maybe it could be could be a YouTube connection issue.

Speaker 0

凯曼在给我发短信。

Cayman's texting me.

Speaker 1

好的。

Okay.

Speaker 0

我这边听你们很清楚,但有些人说音频质量不好。

I hear you guys fine, but some people are saying bad audio.

Speaker 0

所以可能只是YouTube的问题,我们继续吧。

So it might be just a YouTube issue, so we'll continue on.

Speaker 1

是的

Yeah.

Speaker 1

是的。

Yeah.

Speaker 1

我这边看起来没问题,所以我继续说。

It looks good on my end, so I'll keep talking about.

Speaker 1

但说实话,我对这场诉讼并不太担心。

But, yeah, I I'm not overly concerned about this lawsuit.

Speaker 1

现在让人头疼的是,Pudgy Penguins 正在打一场诉讼。

Now the thing that sucks is that Pudgy Penguins is in a lawsuit.

Speaker 1

你知道的?

You know?

Speaker 1

这可能会为项目带来更多的关注,但他们可能得支付一些法律费用。

It's probably gonna bring a few more eyeballs to the project, but they're gonna have to probably pay for some legal fees.

Speaker 1

他们得更频繁地应对这些事,但我觉得它们根本不像。

They're gonna have to, you know, go through this a little bit more and more often, but I don't think they look anything alike.

Speaker 1

我不确定。

I don't know.

Speaker 1

你记得吗?几年前,当我二十岁左右在Abercrombie和Hollister购物时,我觉得我买过一件企鹅品牌的衣服。

Do you have I years ago, like, whenever I was like shopping twenty years ago at like Abercrombie and Fitch and Hollister, I think I own like a Penguin apparel.

Speaker 1

我也不确定。

I I don't even know.

Speaker 1

我根本不知道他们还存在。

I didn't even know they still existed.

Speaker 1

那我打算……

So, I'm gonna What

Speaker 0

我该搜什么才能找到那个标志?

I what would I search to pull that logo?

Speaker 1

也许是PEI,我觉得是PEI企鹅。

Maybe PEI, I think PEI Penguin.

Speaker 1

PEI。

PEI.

Speaker 1

企鹅。

Penguin.

Speaker 0

企鹅标志。

Penguin logo.

Speaker 1

服装,企鹅服装。

Apparel, Penguin apparel.

Speaker 1

企鹅服装。

Penguin apparel.

Speaker 1

它就像一个小的轮廓,是的,我有件上面有这个图案的。

It's like a little like Yeah, I got got It's like a little outline of it.

Speaker 1

我不知道。

I don't know.

Speaker 1

它看起来像我

It it looks I

Speaker 0

我想我找到了。

think I got it.

Speaker 0

是这个吗?

Is it this guy?

Speaker 1

是的,老兄。

Yeah, man.

Speaker 1

然后旁边那个,是的。

And then the one right next Yeah.

Speaker 1

关于企鹅服饰。

To The Penguin Apparel.

Speaker 1

我不确定,这和Pudgy Penguins有什么相同之处呢?

I don't know, like, how is that the same as the Pudgy Penguins?

Speaker 1

除非我脚

Unless I'm toe

Speaker 0

根本一点都不像。

It's not even close.

Speaker 1

除非我完全漏掉了什么。

Unless I'm totally missing something.

Speaker 1

我在这里只看到两家公司以企鹅作为主打吉祥物,都卖衣服,但看起来完全不一样。

All I see here is that two companies that have penguins as their flagship mascot have clothes and they look nothing alike.

Speaker 1

所以,简而言之,我对此并不太担心。

So I'm I'm not overly concerned about it, long story short.

Speaker 0

是的。

Yeah.

Speaker 0

所有人都能看到这个并排对比。

There's the side side by side for everybody.

Speaker 0

我的意思是

I mean

Speaker 1

看看这个人。

Look at this guy.

Speaker 1

这太搞笑了。

This is this is hilarious.

Speaker 1

这家伙,我不知道他是谁,但我们得让他上个播客。

This guy, what are this guy, I don't know who he is, but we need to get him on a podcast.

Speaker 1

这太

That is so

Speaker 0

太好笑了。

hilarious.

Speaker 0

那太好笑了。

That's hilarious.

Speaker 0

I

Speaker 1

我的意思是,这感觉像一套假西装。

mean, it feels like a bogus suit.

Speaker 1

现在,我从来没打过官司,但要是卷入一场奇怪的官司,没人想打官司——时间、金钱,还有焦虑。但像Pengu代币这种事,或者Lucas会为此紧张吗?

Now, I I would be sweating some bullets anytime I've I haven't been in a lawsuit, but if I'm in a weird lawsuit, nobody wants to be in a lawsuit.

Speaker 1

我不这么认为。

Time, money, just anxiety, but from like a Pengu token or like, is Lucas sweating this?

Speaker 1

有人在评论区回复:不会。

I don't think so.

Speaker 1

没人会为此紧张。

And someone wrote in the comments, nope.

Speaker 1

没有所谓的坏宣传,这可能是对的。

No publicity is bad publicity and that's probably true.

Speaker 0

我喜欢看人们标签上的摇滚。

Loving the at people's people tag rock.

Speaker 0

我喜欢看这些东西。

I like looking at that stuff.

Speaker 0

我觉得这很有趣。

I think it's fun.

Speaker 1

是的。

Yeah.

Speaker 1

太棒了。

It's so good.

Speaker 0

对。

Yeah.

Speaker 0

我同意。

I agree.

Speaker 0

我不觉得这是真的,是的。

I don't I don't think this is, yeah.

Speaker 0

你只需要担心法律上的纠葛,但你知道,我那个PEI授权的人,他们可能正处于衰落期,像抓住救命稻草一样。

You just gotta worry about what's the legal tie up, but you know, I PEI licensing guy, they're probably on the downfall like grasping at straws.

Speaker 0

所以我的猜测是,他们可能会先耗尽资金,希望这件事能被法院迅速搁置。

So my guess is they'd run out of money first hopefully, and this thing gets brushed under the rug by the courts quickly.

Speaker 0

所以我不太担心这个。

So I'm not too worried about it.

Speaker 0

Magic Eden 有个小更新,决定停止对 Bitcoin 和 Ethereum 的支持。

A little Magic Eden update pulling pulling the plug on Bitcoin and Ethereum support.

Speaker 0

Magic Eden 正在全力押注 Solana。

Magic Eden doubling down on Solana.

Speaker 1

是的。

Yeah.

Speaker 1

我得提一下,因为我还持有的一些NFT。

I had to put this in just anybody had I still have some NFTs.

Speaker 1

是的。

Yeah.

Speaker 1

我仍然拥有一些比特币NFT。

I still have some Bitcoin NFTs.

Speaker 1

我当然还持有大量以太坊NFT,而Magic Eden,就在一两年前,他们还是NFT的首选平台。

I still obviously have a lot of Ethereum NFTs and Magic Eden, man, like a year or two ago, they were like the go to place for NFTs.

Speaker 1

他们当时界面非常流畅,但现在却说:嘿,我们要停掉其他支持,回归Solana的初心。

They were getting a smooth interface and now they're just like, hey, we're pulling the plug, we're going back to our roots with Solana.

Speaker 1

我相信他们会成功的。

I'm sure they'll be successful.

Speaker 1

我知道他们之前确实开发了一些不同产品,但只是想提一下这件事。

I know they did had some works with building out a few different products, but just wanted to make a call out.

Speaker 1

任何持有比特币序号或以太坊NFT的人,市场上还有其他交易平台,但看起来Magic Eden再也不是那个一站式平台了,而且我猜OpenSea对此应该挺高兴的。

Anybody with those Bitcoin ordinals or Ethereum, there's other marketplaces out there, but it it looks like Magic Eden is not gonna be that one stop shop anymore and, you know, probably given a little probably Open Sea is probably pretty happy about that, I'd imagine.

Speaker 0

是的。

Yeah.

Speaker 0

我们曾经在播客中邀请过Magic Eden和OpenSea,一直努力向大家更新他们的路线图。

We've had Magic Eden, Open Sea on the pod, always trying to keep you guys updated with the road maps.

Speaker 0

我想我之前至少采访过他们一两次,如果我没记错的话。

I think you've I've had you interview them once or twice if I'm not mistaken.

Speaker 0

但你知道,你得搞清楚他们的路线图是什么,哪些对他们有效,我们会第一时间把这些信息带给大家。

But, you know, you just gotta figure out what the road maps are, what works for them, and we'll be the first ones to bring it to you.

Speaker 0

有些PumpFun的新消息。

Some PumpFun news.

Speaker 0

我们有一阵子没聊过PumpFun了。

We haven't talked about PumpFun in a while.

Speaker 1

是的。

Yeah.

Speaker 1

PumpFun。

PumpFun.

Speaker 1

这到底是怎么回事?

What the heck?

Speaker 1

我得赶紧看一下这个代币,因为这正是我之前提到的那个应用,现在正好下线了。

I'm gonna have to look at the token really quickly because that's like one of those apps that I was talking about and it's just down right now.

Speaker 1

它现在下线了,但天啊,这确实是那种一直在做些非常有趣事情的应用,似乎总能碾压竞争对手。

It's down, but man, it's it's one of those apps out there that I think is doing some really interesting thing always and it it seems to just squash the competition.

Speaker 1

但他们正在接入非原生资产。

But they're bringing on, non native assets.

Speaker 1

因此,用户越来越希望在不离开应用的情况下进行交易和持有更多资产。

So users increasingly want to trade and hold more without having to leave the leave the app.

Speaker 1

所以,任何不是基于PumpFun或PumpToken的资产,都无法在他们的平台上使用。

So anything that's not derived on PumpFun or a PumpToken, couldn't utilize on their on their platform.

Speaker 1

因此,他们正在向全世界开放,这确实应该这么做。

So they're opening it up to the world and they should.

Speaker 1

这整体上会让他们的产品变得更好。

It's it's gonna be better for their product overall.

Speaker 1

给社区的一个提醒。

Just a call out there for the community.

Speaker 0

是的。

Yeah.

Speaker 0

要记的东西太多了。

A lot a lot to keep track.

Speaker 0

PumpFun 当时就是这样,我永远忘不了他们发布的那个视频,看起来每个人好像都嗑了迷幻药一样。

PumpFun had that man, I'll never forget that release video they did that looked like everybody was on, you know, mushrooms or something.

Speaker 0

他们做那个切片的时候真是太疯狂了。

That was wild when they did chop

Speaker 1

确实,是的。

very, Yeah.

Speaker 0

非常有创意,非常有趣。

Very creative, very fun.

Speaker 0

就这样了。

That's it.

Speaker 0

我们周五开放评论区来回答问题吧。

Let's open we'll open the comments for questions on a Friday.

Speaker 0

大家对布赖恩有什么问题吗?对我有什么问题吗?之后我们可以随便聊聊这个AI代理经济。

Any questions for Brian, any questions for me, And then we can just spitball kind of this AI agent economy a little bit.

Speaker 0

布赖恩写了一些笔记,他想谈谈这些内容。

There were some notes that Brian put in that he wanted to talk about.

Speaker 0

这些笔记不一定和加密货币直接相关,但在我们看来,未来趋势是这些加密货币的基础设施将与AI的基础设施融合,就像你和费利克斯讨论的那样。

Not necessarily crypto specific, but at least in our eyes where we see the puck going is is these crypto rails are gonna merge with the AI rails, kind of like you talked about with Felix.

Speaker 0

对吧?

Right?

Speaker 0

这就是未来的发展方向。

Like that's where this is going.

Speaker 0

归根结底,我们一直把自己视为未来主义者,很早就参与了比特币和加密货币,而AI和这些AI代理正是下一波浪潮。

At the end of the day, we've always kind of viewed ourselves as futurists, if you will, being involved in Bitcoin and crypto so early and and, you know, the AI and these AI agents are the next round of that.

Speaker 0

所以,这确实是个值得探讨的话题。

So, know, it's something interesting to talk about.

Speaker 0

我们还剩几分钟时间。

We got we got a couple minutes left.

Speaker 0

那么,布赖恩,你希望从哪里开始呢?

So where where would you like to take it, Brian?

Speaker 0

然后,是的。

And then Yeah.

Speaker 0

如果聊天中有任何问题,我们也会一并回答。

You get any questions in the chat, we'll we'll we'll answer those as well.

Speaker 1

好的。

Yeah.

Speaker 1

我再更深入地聊聊这个AI代理经济。

I'm I'm gonna spitfire a little bit more about this AI agent economy.

Speaker 1

我知道乔也深度参与其中,我们经常讨论这个话题,而且很明显,这正是趋势所在。

I I I know Joe is heavily involved with it as well, something we talk about, and it just looks like that's where the momentum is.

Speaker 1

这让我们感到兴奋,因为它非常合理,不仅仅是简单的代理,而是AI与加密货币的全面整合。

And it it excites us because it makes a lot of sense and not just like these straight agents, just the complete integration of AI and Crypto.

Speaker 1

我认为这将会非常有趣。

I think it's really gonna be interesting.

Speaker 1

我提到OpenAI刚刚发布了新版ChatGPT,我觉得它出乎意料地强大。

And I was throwing out like OpenAI just released a new ChatGPT version, which I found it surprisingly strong.

Speaker 1

我不知道你有没有用过ChatGPT的5.4版本,嗯。

I don't know if you used chat GPT's 5.4 Mhmm.

Speaker 1

但确实如此。

But it yeah.

Speaker 1

我昨天在Slack上给几个朋友发了消息。

I actually messaged came in a couple of the boys in Slack yesterday.

Speaker 1

这个5.4版的ChatGPT真的很强大,我之前用Claude折腾了一段时间,这次更新确实不错。

This 5.4 chat GPT's pretty strong, and I was messing around with Claude for some time, and I I this new update was was pretty good.

Speaker 1

它表现得相当不错。

It was pretty good.

Speaker 1

我注意到的一个亮点是,即使我开启新对话,它也能记住我之前的对话内容。

And just some of the things I took back is I loved how it could recall a lot of my if I open a new conversation, it could recall past conversations.

Speaker 1

以前它总是让我抓狂,我会冲它大喊大叫,管它叫‘破机器’,但昨天它简直太敏锐了。

It would always get real squirrelly on me, and I like would yell at it and stuff and call it a clanker, and now it was like really sharp yesterday.

Speaker 1

所以我对它们如何继续发展感到非常兴奋。

So I'm I'm excited to see how they're building it out.

Speaker 1

但看起来大家都接受这些聊天机器人已经成为日常生活的一部分。

But it seems like everybody is accepting that these chatbots are part of everyday life.

Speaker 1

我的意思是,你不得不越来越频繁地使用它们。

I mean, you you have to use them more and more often.

Speaker 1

你平时会用ChatGPT、Gemini、Claude,还是别的什么工具来查找信息?

Do you use, like, ChatGPT or Gemini or Claude or what what what's your go to to look into something?

Speaker 0

是的。

Yeah.

Speaker 0

我真的很想试试Claude。

I'd I'd really would like to get in on the Claude.

Speaker 0

我的意思是,我用的是Claude机器人。

I mean, I it's a Claude bot.

Speaker 0

就像成也萧何,败也萧何。

It's like live by the claw, die by the claw.

Speaker 0

我还没试过Anthropic的平台,但一直看到关于它的推文和各种讨论。

Haven't jumped into the anthropic tank yet, but I've seen nothing but tweets and stuff about it.

Speaker 0

所以我不确定他们的团队是否在做订阅服务。

So I don't know if the team is working on a subscription.

Speaker 0

我们团队有订阅,我可能得自己也开通一个。

We have a team subscription, I might have to dial up my own.

Speaker 0

不过,我确实很喜欢ChatGPT。

But yeah, I enjoyed ChatGPT.

Speaker 0

作为媒体从业者,我深入研究了这方面的媒体应用。

I I I as the media guy, I've really dove dove into the media side of it.

Speaker 0

我们还讨论过封面图的问题。

And we talked about the thumbnails.

Speaker 0

我的封面图制作时间从原来的两到三天,成本也大幅下降,现在我十分钟内就能自己制作,成本降低了95%。

I mean, the thumbnails went from, you know, a two to two day delivery and you know, a cost to, you know, 95% less for me to make it my own in in ten minutes.

Speaker 0

这挺有意思的。

So that was interesting.

Speaker 0

视频软件的发展速度真是太快了。

The video the video software is just going at such a fast pace.

Speaker 0

我一直在随便玩玩,试着制作一些表情包或者类似广告的内容,因为我的背景是制片人、导演之类的,制作东西是我的热情所在。

I made some I've just been fooling around with it trying to make whether it's memes or different like ad type content, just playing around with it Cause I, you know, my background is, you know, as a producer, director and whatever, making stuff, it's kind of my passion.

Speaker 0

所以我一直在玩这个,老兄。

So I've been playing around with it, man.

Speaker 0

你能做的事情真的太惊人了。

And it's it's pretty wild what you can do.

Speaker 0

我觉得有趣的是,你仍然 definitely 需要剪辑师的技能来把一切拼凑起来。

I I think the interesting thing is you kind of definitely still need the skill set of an editor to piece it together.

Speaker 0

我想弄清楚的是,我该如何实现一个完整的流程,比如让 Claude 或 ChatGPT 帮我:嘿,我想做这个。

I think that's I'm trying to figure out how I can get a full flow of like, whether it's a Claude bot or a ChatGPT to be like, hey, here's what I wanna do.

Speaker 0

你能通过多个代理去执行它吗?

Can you go execute it through multiple agents?

Speaker 0

这绝对是未来百万富翁将诞生的地方。

That's definitely where, you know, the next multimillionaires are going be made.

Speaker 0

能够将这些系统应用到企业中的人。

People that can implement these systems into businesses.

Speaker 0

你会开始看到一些单体公司独角兽,就是那些能够开发这些系统并将其应用到企业中的人。

Like you're going to start seeing, you know, single company unicorns maybe, like these people that can develop these systems and then implement them into businesses.

Speaker 0

这真是太有趣了。

It's super super interesting.

Speaker 0

我确实一直在学习,虽然还谈不上精通,但我越来越擅长把它融入我的工作流程了。

I I definitely have I wouldn't say mastered anything yet, but I'm getting I'm getting good I'm getting good at getting it into my workflow.

Speaker 0

但那些能在后台执行任务的代理,我现在还卡在这样的阶段:好吧,我要进行交互,这样能加快我的工作流程。

But there there's the the agents that can do the work in the background, I'm definitely stuck at the point where like, alright, I'm gonna interact and it's gonna speed up my workflow.

Speaker 0

我还没达到能后台构建东西并让它自动运行的阶段。

I haven't gotten to the point yet where I can build something in the background and it just kind of runs on its own.

Speaker 0

你已经达到那个阶段了吗?

Have you gotten to that point yet?

Speaker 1

是的。

Yeah.

Speaker 1

我一直在反复折腾这个东西。

I'm I'm I'm I'm I'm messing around with it with it quite a bit.

Speaker 1

你提到Anthropic,我想提一下,我不确定我们之前有没有聊过这个,但特朗普称他们为供应链风险,要求他们提供大量信息,而他们的CEO达里奥当时情绪失控,今天他还向国防部正式道歉了,这事儿闹得挺大的。

And you bring up anthropic, I just wanted to mention this because I I don't know if we talked about this on a rundown or not, but like Trump called them a supply chain risk and wanted them to give a bunch of information over, and their CEO kind of went off the rails, Dario, and then he actually apologized to the Department of War today in a big a big The

Speaker 0

Anthropic的那位高管道歉了?

anthropic guy did?

Speaker 1

是的。

Yeah.

Speaker 1

对。

Yeah.

Speaker 1

因为,他们的情况是,如果你和Anthropic有业务往来,你就不能和美国政府做生意。

Because, like, they, like, were kinda like if you did you couldn't do business with the US government if you did business with anthropic.

Speaker 1

所以现在双方在来回拉扯,政府也在努力搞清楚很多事情,而我们普通人也一样困惑。

So there's some back and forth going on, and the government's trying to figure out, you know, a lot of things that we as people are.

Speaker 1

他甚至提到,Anthropic的CEO说,Claude可能具有意识。

And he even I've I've put it in here, Anthropic CEO says, actually another about this, Claude may have consciousness.

Speaker 1

Anthropic的首席执行官表示,该模型可能已经获得了意识。

Anthropic CEO says may or may not have gained consciousness.

Speaker 1

我不知道这有多真实,但他提到这个模型一直在表现出焦虑的迹象。

I don't know how how true that is, but he said the model has been getting has been showing signs of symptoms of anxiety.

Speaker 1

所以,我肯定会避免把我的聊天机器人叫作‘破烂货’,并在它出错时冲它大喊大叫。

So I, I I certainly am gonna probably steer away from calling my chatbot a clanker and yelling at it whenever it gets bad information.

Speaker 0

我看到了。

I I saw that.

Speaker 0

我说:欢迎来到这个世界,年轻的Claude。

I said, welcome to the world, young Claude.

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欢迎来到这个世界。

Welcome to the world.

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和我们其他人一样,也有些焦虑吧。

Have some have some anxiety with the rest of us.

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是的。

Yeah.

Speaker 0

Anthropic这件事很有趣,因为当时出现了风波,不是他本人,而是公司拒绝签署。

The anthropic thing was interesting because there was like the fallout that he wouldn't sign, or not he, but the company wouldn't sign.

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这涉及到对美国民众的大规模监控和无人作战,这些细节可能非常深入,但他们就是不签。

It was like mass surveillance on Americans and unmanned warfare, you know, the the the specifics of that probably go really deep, but they wouldn't.

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他们说:‘把这一条删掉吧。’

They're like, oh, take this clause out.

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对吧?

Right?

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而国防部则说:‘不签的话,你就别想拿到合同。’

And the Department of War was like, no, sign this or you're not gonna get the contract.

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于是,他们出于道德考量拒绝签署。

So then they refused to sign it out of, you know, morals.

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他们说:‘我们正在努力为这些技术建立道德准则,而我们认为这条路不该走。’

They're like, hey, we're trying to build the guardrails of like the moral compass for these things and we don't think this is where we should go.

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他们最终没有签署。

They they don't sign it.

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有个大新闻,哦,政府要终止与Anthropic的合同了。

There's big news like, oh, they're you know, the government is is disbanding the contract with Anthropic.

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我永远忘不了那天早上看到的消息,萨姆·阿尔特曼正在接受一系列媒体采访。

And then I'll never forget this, saw it on the morning, was like Sam Altman was doing like a press round.

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他说,是啊,你知道的,Anthropic和达里奥是个很棒的CEO,你知道,我不清楚细节,但我相信无论他选择什么,都是为了打造未来最好、最正确的东西,追求和谐,等等等等。

He was like, yeah, well, you know, it's, you know, I you know, Anthropic and and Dario is is a great CEO and and you know, I I don't know the details, but I'm sure if, you know, whatever he chose is, you know, he's trying to build the the best and the right thing for the future and harmony and, you know, blah blah blah.

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他基本上是在为达里奥站台,但就在整整36小时后,OpenAI却签下了那份合同。

He was like basically saying, like, giving Dario a vote of confidence, and then literally, like, thirty six hours later, OpenAI signed the contract.

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这太疯狂了。

That's crazy.

Speaker 0

这太疯狂了。

That's crazy.

Speaker 1

这就像

It's like

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我觉得萨姆·阿尔特曼可能是有史以来最棒的融资高手,但老天,我根本不会信任他,他的话我一句都不会信。

I I think Sam Altman might be one of the best fundraisers of all time, but, like, man, I wouldn't trust that guy as far as I can throw him.

Speaker 1

这让我感觉很奇怪,老兄。

Gives me weird vibes, man.

Speaker 1

萨姆·阿尔特曼让我感觉很奇怪。

Sam Altman gives me weird vibes.

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我想说,因为这个产品太棒了,这个行业也太棒了,你真不想去支持那些正在构建世界未来的人。

Wanna say it, because it's such a cool product, and it's such a cool industry, and you don't you wanna, like, really root for people that are building the future of the world.

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但,是的,

But, yeah,

Speaker 1

他给人的感觉很奇怪,他给人

he gives a weird he gives

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一种奇怪的感觉。

a weird vibe.

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他的乔·罗根访谈是我第一次听他的长篇访谈,他那时表现得也很古怪。

His Joe Rogan interview was the first long form interview I ever listened to him and he was he was pretty odd there too.

Speaker 1

我知道。

I know.

Speaker 1

我没看。

I didn't watch it.

Speaker 1

我偶尔看过乔·罗根的节目。

I watched Joe Rogan here and then.

Speaker 1

我没去查,但早早就觉得奇怪的人还有萨姆·巴克曼·弗里德,这毫无疑问。

I didn't I have to check it out, but he give you know who else gave me weird vibes early on and this is like no doubt, it's Sam Bakeman Fried.

Speaker 1

比如SPF,我从来没开过FTX账户,因为我不喜欢他的行事风格。

Like, SPF, I never opened the FTX account because I didn't like the way like he acted for some reason.

Speaker 1

是的。

Yeah.

Speaker 1

他当时说的那些话,后来又搞出FTX这场闹剧,我就知道会这样。

Nothing that he said and then, you know, he'd pulled that whole FTX debacle and I was like, I knew it.

Speaker 1

我就知道。

I knew it.

Speaker 1

现在,我不希望同样的事情发生在萨姆·阿尔特曼和OpenAI身上,求求了。

Now, I don't want that to happen to Sam Altman in in OpenAI, please.

Speaker 1

我们不需要那样。

We don't need that.

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最初,埃隆也有一场诉讼,对吧?

Originally, there was a lawsuit with Elon too, right?

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它原本是个非营利组织,现在萨姆在主导它。

It was like a nonprofit and now Sam's driving her.

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它拥有价值两亿美元的汽车收藏,所以很难看出它会走向何方。

It has like a $200,000,000 car collection, so it's like it's hard to see where the where it's going.

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我们收到了一些聊天中的问题,会一一回答。

Any we got some questions in the chat, we'll get to them.

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Beachfront,你的问题我们稍后会回答,但在结束AI话题之后。

Beachfront, we'll get to your question in a minute, but after we wrap up the AI talk.

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我看到纽约州想禁止聊天机器人,以消除法律和医疗方面的提问。

I saw this, state of New York wants to ban chatbots to eliminate lawyer and medical questions.

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有意思。

Interesting.

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是的,老兄。

Yeah, man.

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这东西发展得太快了。

This thing's just going so fast.

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所以我们这里专注于加密货币,但我们认为这是未来,我们正在密切关注。

So again, we're crypto specific here, but we think that this is the future and and it's something we're monitoring.

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所以你知道,如果你喜欢这种对话的话。

So you know, again, it's something if you like the conversation.

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在评论区留言,我们可以多做些AI新闻。

Leave us a comment and we can do more AI news.

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你知道,布莱恩和我经常随意讨论创作不同类型内容的想法。

You know, Brian and I throw off ideas of creating different types of content all the time.

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所以如果你喜欢这类内容,也许我们可以就此制作一些不同的视频。

So if you like this stuff, maybe we can make some different videos on it.

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在评论区告诉我们吧。

Just let us know in the comments.

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我们来看看。

Let's see.

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这里有个问题关于Brian的团队,Brian和Joe的团队。

We got a question here about Brian's group, Brian and Joe's group.

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他们是不是打算买这些模因币,涨两到三倍后就套现?

Are they meant to buy those meme coins, get two to three x and then get your money out?

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再次强调,我们不提供个人财务建议,内容仅限教育性质,这些提醒只是告诉我们正在关注哪些可能的交易机会,你必须自己进行风险管理。

Again, we do not give personal financial advice, just educational in nature and these alerts are saying, hey, this is what we're looking at for possible potential trades and you got to do your own risk management.

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再说一遍,我觉得Brian之前说过,你赚了两倍、三倍、四倍、五倍后,通常他喜欢先拿回一部分本金。

Again, you know, I think Brian said it earlier, it's like, you know, you get that two, three, four, five x, you know, you better usually he likes to take some off the top.

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但不管怎样,你是怎么看这个的,Brian?当你做出一次很棒的判断时,你是怎么处理的?

But any how do you look at that, Brian, for, you know, when you do make a great call, you know, how do you look at that?

Speaker 1

是的。

Yeah.

Speaker 1

我们的记录相当不错。

We we have a pretty good track record.

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