加密货币速递：比特币和以太坊大幅上涨，牛市是否回归？

聊得真尽兴。

What a chat.

从低谷中反弹回来了。

Coming off the mat here.

这真是一波多么多么多么的涨势，

What a what a what a run for

太厉害了。

that.

而且再说一次，如果你

And again, if you

听节目的话，我是说，如果你听这个节目，我知道Hyper Liquid是我们团队讨论了很久的东西。

listen so again, I mean, if you listen to the show, I know hyper liquid's something that our team has talked about for a long time.

然后如果你把图表拉远一点看，你知道的，我们团队在下面这里就已经在讨论了。

And then if you go, you know, pull this chart out farther, I mean, you know, our team was talking about it down in here.

所以这正是你想加入这个项目的原因，你知道的，订阅新闻简报，获取研究报告，因为这就是，你知道的，这么说吧。

So that's exactly why you wanna be part of the program, you know, getting the newsletters, getting the research, because this is, you know, if let's let's put it this way.

如果我要买Hyper Liquid，那是我从你们所有人那里听到的消息。

If I'm buying hyper liquid, it's something that I'm hearing from all you guys like.

所以，你知道，完全坦白说，我知道我们都持有一些Hype，并且已经讨论了很久。

And so, you know, full disclosure, I know we all we all hold some hype and have been talking about it for a long time.

但即使你只是听了周二的节目，那期节目的主题和标题就是“华尔街在买什么？”

But even if you just listen to the show on Tuesday, the the theme and the title of the show was what is Wall Street buying?

我们报道了Stanley Drunken Miller的家族办公室是如何开始买入Hyper Liquid的债务的。

And we covered how Stanley Drunken Miller's family office started buying per the debt for hyper liquid.

那是周二的事。

And then that was on Tuesday.

然后，你知道，这个游戏有不同的层次，总有人知道内幕，但每个人都在买，华尔街在买Hyper Liquid，然后现在，你知道，总统开了个新闻发布会，这又让它重新振作起来。

And, you know, again, there's there's different levels to this game, and somebody always knows, but everybody's buying Wall Street's buying hyper liquid, and then now, you know, we got the president doing a press conference, which again gets it off the mat.

但是，是的，就是感觉很好。

But yeah, just just it's it feels good.

整体感觉很好，当你往下滚动的时候。

The overall is feels good as you scroll down here.

Hyper Liquid 七天涨了28%，24小时涨了18%。

Hyper liquid the seven day, 28%, 18% in twenty four hours.

你知道，比特币七天涨了16%或15%，以太坊涨了24%，XRP，向XRP军团致敬，涨了28%。

You know, the Bitcoin seven day 16% or 15%, Ethereum 24, XRP shout out to the army up to 28%.

我们爱XRP军团。

We love the army.

大家都知道这一点。

Everybody knows that.

Chainlink 也开始反弹了。

Chain link getting off the mat.

最后说说对市场和宏观的看法。

Just final thoughts on on the market, the macro.

我们之前聊过恐惧与贪婪指数。

I mean, the fear greed we talked about.

我们处于恐惧状态很长时间了，好几个月。

We were in fear for a long time, months.

然后现在，就这么一下子，我们就开始贪婪了，兄弟们。

And then now just just like that, we're we're we're kissing greed now, boys.

你感觉贪婪吗？

You feeling greedy?

我，我可以贪婪一点。

I I could I could be greedy.

我可以更贪婪。

I could be greedier.

我可以更贪婪。

I could be greedier.

这感觉确实不错，但我还能更贪婪。

This just feel this feels good, but I could be greedier.

我还想再提一下这个炒作的事，因为，当然。

I do wanna touch about this hype thing just one more time because Sure.

想想这代表什么。

Think think about what this represents.

这可能是最大的去中心化永续合约平台，有望合法进入美国市场。

It's the largest decentralized perps platform potentially getting a legitimate route into The United States.

我们已经和CFTC有了接触。

We got the CFTC engagement.

白宫也认可了我们。

We got White House recognition.

传统金融对永续合约市场的兴趣也越来越大。

We got traditional finance becoming increasingly much more interested in the perps markets.

所以这就像加密轨道、24小时市场、代币化资产、永续合约市场、传统金融和去中心化金融，全都撞在一起了。

So that's tying into crypto rails, twenty four seven markets, tokenized assets, perp markets, TradFi, DeFi, pretty much colliding.

这其实不完全是关于Hype的价格。

This isn't as much about the hype price.

Hype并不是随便蹭了个特朗普的行情。

Hype isn't just getting a random Trump pump.

当然，他提到它确实有帮助。

I mean, certainly helped that he mentioned it.

这关乎Hyperliquid的常规市场，如果他们推出一个合规的美国结构，可能会发生变化。

It's about like regularity market for hyper liquid could potentially change if they come with a compliant US structure.

事情正在我们眼前发生变化。

Things are changing in front of us.

我我我，我当时看到白宫提到这个，真的很震惊。

I I I am I was shocked to see this being mentioned at the White House.

不是说，哦，我能看到一条路。

Like, not like, oh, I could see a path.

我是Hyperliquid的超级粉丝。

I'm a big hype fan.

我，我喜欢它的规模，他们的手续费，他们的回购。

I I love how large it is, their fee, their buybacks.

这确实是个好故事。

It's just a good story.

但我心里也有一部分在想，他们总部在新加坡，不在美国，他们得经历完整的审计，我不知道他们能不能适应美国市场。

But there was part of me that was like, they're based in Singapore, they're not in The United States, they're gonna have to go through this full audit, there's I don't know if they could fit into The US market.

然后我记得好像是布兰登在我们的电报群里分享了那条推文，他说这就是价格暴涨的原因。

And then whenever I think it was Brandon who shared the tweet in our telegram, he's like, this is why the price is pumping.

我喜欢我们那种反应，我简直要用水洗脸了。

I like that we're like, I'd rub my face with water.

我当时就想，等等，这难道真的要发生了？

I was like, wait, this is actually maybe happening?

我觉得特朗普不是随便说说而已。

I don't think Trump's just talking out of the side of his mouth.

他确实很擅长说一套做一套，但我认为现在Hyper Liquid确实有一条合法进入美国的路径，天哪。

He can do that as good as anyone, but I think there is now a legit path for hype Hyper Liquid to come into The United States, and oh, baby.

事情可能会变得非常疯狂，不只是Hype，整个市场都会这样。

Things could get really wild, not with just hype, just with the entire market.

所以这让我变得非常看涨。

So this is this is like, I'm getting bulled up.

我变得非常看涨。

I'm getting bulled up.

我就是想再跟大家唠叨一遍，因为我觉得这消息太重磅了。

I just needed to kinda verbally vomit on everyone one more time by because I think it's such a huge piece of news.

对。

Yeah.

就是那种日子，你会时不时收到条短信问问怎么回事，但还没到让我担心、让我紧张的地步。

It's one of those it is one of those days where you'll get a little bit of, know, a text message here or there asking what's going on, but it wasn't it wasn't loud enough for me to think, me to get worried.

我是说，这么大的波动之后，你懂的，没人真正知道，但今天或明天可能不会看到什么，总得有个消化的过程。

I mean, obviously after a move like that, you're, I mean, nobody truly knows, but you're probably not going to see that today or tomorrow, you know, there's going be a little digestion.

但这感觉就像是一个重新站起来的关键时刻。

But this is it feels like a get off the mat moment.

而且大家都盯着那个《清晰法案》，这几乎说得通。

And and everybody was so focused on the clarity act, and it almost kind of makes sense.

那是个假动作，对吧？

That's the head fake, right?

就像，好吧，不，《清晰法案》不会通过的。

It's like, okay, no, the clarity act's not gonna pass.

大家都说，我们需要这个，我们需要这个，然后，你知道，对某些投资者来说，最后的希望之光可能就是《清晰法案》的通过。

That's everybody's like, we needed that, we needed that, and then that's gonna, you know, the last glimmer of of hope almost maybe for some investors was the clarity act passing.

然后这个希望就破灭了，接着，你知道，你得到最后的、最后的、最后的卖出，或者，你知道，最后一波不信任的波动，然后，就在那时，砰，一场猛烈的反弹直接打在你脸上。

And then that that, you know, goes down in the dumps and then, you know, you get a final final final selling or final, you know, tick of a non believing and then, you know, just like that, boom, face ripping rally right in your face.

你知道，加密货币出局了。

You know, Crypto's out.

如果你，你知道，你在选择时间框架，你在选择时间框架。

If you're if you, you know, it's a time frame, you're picking time frames.

我在统计数据上看到的是，如果你从夏天，也就是6月1日开始算，加密货币是表现最好的资产，超过了黄金、石油和标普500。

What I saw on the stat, it was like, if you're picking just from the summer, June 1, Crypto is the top performing asset over gold, over oil, over the S and P.

所以，显然，昨天的行情肯定对这种情况有帮助。

So it's, obviously, yesterday certainly helps that case.

但是乔，给我们讲讲你的宏观观点，然后我们可以深入细节。

But Joe, give us your macro take and then we can dive into the trenches.

对。

Yeah.

我不会说这是个大胆的观点，但我做过一个关于恐惧与贪婪指数的市场更新，我得找到是哪天的。

I a I won't say a hot take, but I did a market update about the Fear and Greed Index where I I need I need to find which day it was.

我当时说，嘿，为什么指数显示的是中性，但加密货币市场的成交量却显示出贪婪？

But I I said like, hey, how come it's pointing fair, but the markets or the volume in crypto shows greed?

我忘了这是哪次市场更新了。

I forgot which market update this was.

而且，你知道，从CMC来看，相关性和非相关性，因为我看到了这么大的成交量，这么多人抢跑，我喜欢这么说。

And just a little bit, you know, the correlated from uncorrelated from, you know, CMC specifically, because I saw so much volume, so much people getting ahead of the curve is what I like to say.

所以我的宏观观点是，AI真的在帮助那些最近关注市场的人抢占先机，包括我自己。

So my macro take is that AI is really helping people who's paying attention these days to get ahead of the game, myself included.

我创建了一个Telegram机器人，给我推送价格走势、邮件提醒，甚至可能的交易信号。

I created a telegram bot to give me price action, email alerts and potentially trades.

它被封了。

It got banned.

我做的事情是，我放了一个Telegram的图标。

What I did was that I put an icon of telegram.

我让ChatGPT给我做了一个头像，因为之前没有头像看起来挺丑的，结果我一上传，他们就把我的机器人给删了。

I had, you know, chat GBT make me a profile picture for it because, know, it was kind of ugly with no profile picture and it put it had an icon of a telegram graphic and right immediately right when I uploaded it they deleted my bot.

我当时就想，天哪，我是不是违反了哪条规则，但我想说的是，个人和项目都在以前所未有的速度发展。

I'm like oh my god I broke some rule or whatnot but what I'm trying to say is that individuals, projects are all building like I've never seen.

你可以问问Brian，问问Brian。

You can ask Brian about this, Brian about this.

有很多项目在搞一些很疯狂的东西，而且不仅仅是加密世界里的项目，对于交易者来说，想要获取信号的人，他们都能得到，他们能穿透噪音，对吧？

Like there's projects that's been building just some crazy stuff and not only just projects inside the crypto world, but for traders, for people who want to get the signal, they're getting that, they're cutting through the noise, right?

比如，人们两个月前就知道《清晰法案》不重要了，大家都在行动，做出一些大动作，不管是在Robinhood、Binance还是其他地方。

Like people knew the clarity act didn't matter two months ago, Like there people are moving, making sizable moves, whether it be on Robinhood, Binance or whatnot.

而且我们正在以闪电般的速度前进。

And we're getting that lightning speed.

两个月前，你不会在这个节目里听到我说，嘿，我建了个机器人，而且我正在完成我的投资组合追踪器，我完全没有推销任何产品。

Like you wouldn't find me two months ago on this rundown saying, hey, I built a bot and I'm in the middle of finishing my portfolio tracker, not pitching any products at all.

我只是说，我这么做是为了自己，但我以前从没见过这种情况，对吧？

Know, I'm just saying I'm doing this for myself, but I've never seen that before, right?

所以现在市场变得更聪明了，我觉得这就是为什么我们至少在我们所处的这个领域里，看到很多早期行动者，因为他们现在更愿意冒险了。

And so now the market's getting wiser and I think that's why we're in at least in the realm that we're in, we're seeing a lot of early movers because they're more risk on now.

他们比宏观层面更懂市场一点，我觉得。

They kind of understand the market a little bit better than the macro I would say.

很多人只关注宏观，比如头条新闻，对吧？

A lot of people are just focused on the macro like headlining news, right?

但如今你真的能更快地看到表面之下的东西。

But you can really see under the belly these days a lot quicker.

不，这个分析很棒。

No, it's great breakdown.

很高兴能有，你知道，再次说，这是我们团队很棒的地方。

It's great to have, you know, again, that's the cool part about our team.

我喜欢的是有不同的想法，大家做不同的事情，有不同的专长。

What I love about it is having different thoughts, people doing different things, different expertises.

所以再说一次，你来得正是地方。

So again, you're in the right place.

如果你是新来的，请在右下角给这个视频点个赞。

Give this video a like if you're new bottom right.

点击标志订阅。

Click the logo to subscribe.

最后再提醒一下。

One last call.

看看下面的链接。

Check out the links below.

我们提到了Crypto Wealth Collective。

We've got the Crypto Wealth Collective like we mentioned.

如果你想了解这个，有个视频。

If you want to learn about that, there's a video.

如果你想更多参与社区，看看那些链接。

And check out the links if you want to be involved with the community more.

因为那样你就能更多地接触到Brian、Joe、Bryce、Brendan，还有整个团队。

Cause again, that's more access to Brian, Joe, Bryce, Brendan, the whole entire team.

所以，在这么积极的一天，不找点乐子可不行。

So it's we can't we can't do a rundown on such a positive day without having some fun.

咱们直接深入一线吧。

Let's dive into the trenches here.

这主要还是宏观视角，我知道Vlad一直在推动美国的代币化股票，而且，我们听这个说法已经一年多了，现在开始看到成果了，价格也开始有反应了。

This is still more of a macro view, I know Vlad's keeps pushing the tokenized stocks in America and just like, again, we've been hearing this talk for a year plus now and you know, it's starting to come to fruition and you're seeing some price action follow.

但接下来交给你，Brian。

But I'll hand it off to you, Brian.

你可以带我们深入聊聊，和Joe一起随便说说你们在一线看到的情况，我来帮你们整理。

You can kind of lead us down, spitball with Joe with what you guys are seeing in the trenches, and I'll I'll produce it for you.

对。

Yeah.

我之所以把这个放上来，Tevo，你说得对，但就是Vlad写的这篇文章突然让Robinhood Chain又火了起来，因为我们之前看到Robinhood上一些主流币有点流出，然后Vlad出来谈美国代币化股票，我觉得Vlad更重要的观点是，不管美国动作快不快，代币化都会来。

I mean I mean, the reason I threw this on, you know, you're right, Tevo, but it's just this this story here that Vlad wrote kind of revived Robinhood chain all of a sudden because we were seeing a little bit of a bleed out on some of the major coins on Robinhood and then Vlad comes out and talks about tokenizing stocks in America and I think Vlad's bigger point here is that tokenization is coming whether The United States moves quickly or not.

这才是关键。

And that's key here.

我们在谈论股票、私募市场，还有债券，最终传统金融的很大一部分都会转移到区块链轨道上。

We're talking about stocks, private markets, we're talking about bonds, and eventually huge portions of traditional finance moving on to blockchain rails.

最疯狂的是，他指出来了，美国人可能真的会被甩在后面，而世界其他地方却在全天候交易美国的资产。

The crazy part, and he called this out, is Americans could actually be left behind while the rest of the world trades American assets 20 fourseven.

他确实指出了这一点。

And he called that out.

这正是我认为代币化是目前最值得关注的加密货币大事件之一的原因，他基本上也指出了这一点。

This is exactly why I think tokenization is one of the biggest crypto stories to watch right now, and he basically pointed.

他的意思是，这就是势头和趋势所在，我们在Robinhood链上看到了很多这样的现象。

He was like, this is this is where the momentum, the meta is moving, and we're seeing a lot of this on the Robinhood chain.

我们之前也聊过这个。

And we've talked about it.

我想在之前的节目里，我们聊了很多，在我们的社区里也讨论了很多。

I think on past rundowns, man, we talked about a ton in our community.

我觉得现在最酷的趋势之一就是股票和模因币的结合。

I I think it's one of the coolest metas out here right now is this stocks paired with Meme Coins.

这东西就是有点特别，我买了一些，也持有一些。

There's just something about it, and I'm buying a few of these, and I'm holding a few of these.

我觉得特别好笑的是，我们有了那些加密货币里的“趋势玩家”、“赌徒”，随便你怎么叫。

And I think it's so funny that we got, like, the trenchers, the degens, whatever you wanna call it of Crypto.

那些人就是，像，在里头建股票投资组合，全是特斯拉、英伟达、SpaceX和微软，就因为他们持有一种模因币。

Guys that just are, like, in it building these equity portfolios of full of, Tesla, and Nvidia, and SpaceX, and Microsoft because they're holding a Meme Coin.

我上面就举了几个例子。

And I threw just a couple examples up there.

有些是看涨的，有些不是。

Some of these were calls, some of these weren't calls.

这个“人工犬”的代码是AI，代码真不错。

This artificial Inu in the ticker's AI, great ticker.

当然，我觉得那是个猫，对吧？

Of course, it's, I believe it's a cat, Right?

哦，不。

Oh, no.

还是说，是的。

Or is it yeah.

我觉得那是个猫。

I believe it's a cat.

这个市值一千一百万，但你持有这个模因币就能拿到英伟达的股票。

This is at $11,000,000 market cap, but you hold this Meme Coin and you get Nvidia stock.

真是疯狂。

Really crazy stuff.

还有另一个代币，这个不在Robinhood链上。

There's another token out there, and this isn't on the Robinhood chain.

叫火星币。

It's called Mars coin.

你现在展示的是哪个？

Which one are you showing right now?

对，那是人工智能，你可以看到他提到了那个，Meta，而且你可以看到那根绿色蜡烛直接冲上去了。

Yeah, that's artificial in you and you can see that he kind of mentioned that that, meta and you can see the green candle that just shot right up.

其实这个图表看起来挺不错的，但今天涨了4050%，真是个很有意思的代币。

Pretty good looking chart actually, but it's up 4050% on the day and just a really interesting token.

然后点开火星币，这个是那个……哦，这可能是我的，我以为这里是图表视图。

Then click on Mars coin is one that's on the, oh, this might be, my well, I thought it was the chart a view chart here.

这就是火星币，我们之前也提到过这个。

This is Mars coin here, which has been a call in the past of ours.

它现在有点下跌，但这也是一个你持有它就能获得SpaceX股票的代币，在币安链上。

It's kind of going down, but this is another one where you hold this on the Binance chain and you get SpaceX stock.

我觉得它会像这样吗？

Do I think this is gonna be like this?

当然不会，但我真的觉得这是一个我们都需要关注的独特趋势，就是你持有某些加密资产，就能获得空投的代币化股票，然后一切都上链了。

Always no, but I really think this is a unique meta that we all want to be paying attention to is that you hold certain crypto assets, you get airdrop tokenized stocks, and then everything's coming on chain.

所有东西都在以某种形式被代币化。

Everything's becoming tokenized in some form or fashion.

所以现在真的很有意思。

So interesting stuff right now.

对，我把永续合约的空投放在那里，因为那是今天刚冒出来的新东西，你可以在发布代币时获得一个5倍做多HYPE的空投。

Yeah, I put the perps airdrop there because that's a new one that just sprang today where you can get an airdrop of a 5X long hype and when you launch a token.

所以这就是正在发生的新趋势，就像Brian提到的那样。

So that's the new trend that's happening like like Brian mentioned.

你会觉得应该是反过来才对，对吧？

You think you think it would be the other way around, right?

你持有真正的优质产品，也就是股票，然后获得Meme币的空投，但事实并非如此。

You hold the actual quality product which is a stock and you get airdrop the Meme Coin, but no, it's it's not like that.

你持有的是高投机性的Meme币，却获得真正有价值的股票空投，这样你既能享受Meme币的上涨，也能享受股票的上涨。

You you hold a highly speculative Meme Coin and you get airdrop an actual valuable stock, but you get the possibility of both the meme and, you know, the stock upside.

所以这种情况正在大规模发生，而且你知道，在美国的人，他们无法获得代币化的Robinhood股票。

So that's been happening at large and where, you know, people out in The US, they can't get tokenized Robinhood stock.

你买不到。

You can't buy it.

嗯，你并不是在买它。

Well, you're not buying it.

你可以买一个模因币，然后获得代币化的Robinhood股票空投，因为在美国买不到。

You can buy a Meme Coin and get airdropped, you know, tokenized Robinhood stock because it's not available in The US.

所以这也是一个需求点。

So that's another appetite for that.

我觉得这个趋势完全不会消失。

I don't think that's going away at all.

只是会有不同的变体。

I'm just gonna be different iterations of that.

所以这个值得关注。

So that's something to keep an eye on.

还有Cash Cat，目前Robinhood链上排名第一的模因币，简直火得不行，因为你知道Tevo的传说吗？

And Cash Cat, the number one meme coin on Robinhood chain right now is just absolutely on fire because did you know the lore of Tevo?

我相信你们之前肯定聊过那个故事，对吧？

I'm sure you guys talked about the rundown before, right?

比如Cash Cow本来应该是Robinhood的名字。

Like cash cow was supposed to be the name of Robin Hood.

对。

Yeah.

对。

Yeah.

嗯，我觉得我们已经聊过了。

Well, I think we covered it.

Brian 提过，你们显然先在社区里发布了，但我觉得 Brian 在这个价位区间也讨论过。

Brian brought obviously you guys gave it out in the, in the community first, but I think, Brian was talking about it down in this range.

稍微有点反弹，从低谷里爬出来一点。

A little, little comeback off the, off the mat.

对。

Yeah.

所以 Robinhood 有 2700 万用户，而且每年都在增长。

So Robinhood is, they have 27,000,000 users, they're growing year on year.

他们不是那种需要一条链的公司。

They're not like a company that needs a chain.

所以人们在获利了结，很多人就像你说的，Tevo，他们不太看好这个项目。

So people are taking profit and a lot of people are like you said, Tevo, they're like down on them.

他们并没有被打趴下。

They're not down on a mat.

这才上线两个月。

It's been out for two months.

拜托，各位。

Come on guys.

他们才刚刚开始发力。

They're only starting to get ramped up.

我们以后会经常聊到Robinhood链。

We're gonna be talking a lot about Robinhood chain moving forward.

但这并不意味着其他链上没有事情发生。

So but that doesn't mean that things aren't happening on other chains.

如果你点开Ansem Z500，那是在Solana生态上的。

So if you click on Ansem Z500, that's on a Solana ecosystem.

结果呢，Solana生态里的网红或者创作者，比如Ansem，

And what happened was influencers or creators on the Solana ecosystem is Ansem.

他自己推出了一个类似pump fund的产品。

He launched his own kind of like pump fund product.

所以上个星期这个真的吸引了很多关注，很多人在上面发币。

So it really took a lot of attention this last week and a lot of people were launching tokens on there.

这就催生了一个新趋势，大家都在猜下一个会是谁，不管是网红、创作者还是什么人，能真正推出自己的产品。

So this created a new type of trend where they're saying who's gonna be next creator, whether it be, you know, an influencer or creator or whatnot that actually ships their own product.

还记得我之前说的吗，我们正在看到前所未有的产品开发，而且这次是个人做的，不是那种融资五千万美元的大项目。

Remember earlier I was saying that, you know, we're seeing product being built like never before and this is some This is coming from an individual, not like from a big project that raised $50,000,000 type of thing.

所以我们越来越能看到这种情况。

So we're kind of seeing that come about a little bit more and more.

实际上，我们接下来就要聊这个。

In fact, we're gonna talk about that.

这个简报的最后一条更新，就是另一个创作者也在做类似的事。

One of the last updates on this rundown is another creator doing that.

所以我们看到这些单打独斗的人，以前我们觉得，如果你是一个人单干，在加密货币领域是混不下去的，但现在情况变了。

So we're seeing these one man before we're like, if you're like a one man band, you're not gonna make it in crypto, but that's kinda changed.

你一个人单干。

You're a one man band.

现在借助AI的力量，你很可能就能混出头。

You could probably make it these days with the help of AI.

对。

Yeah.

这个总结很棒。

It's a great breakdown.

然后下一个，我其实在网上看到过这个。

And then the next one here, I actually saw this, just online in in general.

这个非常搞笑。

This is very funny.

这个非常搞笑。

This is very funny.

你来吧，Brian。

Take it away, Brian.

对。

Yeah.

其实我和Joe已经聊这个聊了挺久了。

I mean, Joe and I have been talking about this quite some time.

我没参与那个币，但我希望我能把故事讲对，因为已经过去好几天了。

I didn't get involved in the coin, but, I hope I get I hope I get the story, right here because it's been a couple days.

这就是Joe说的，这是史上票房最低的电影。

This was what Joe, this is the the lowest grossing movie ever.

在中国首周末票房不到一万美元，大家简直把这部电影骂惨了，说它是最烂的东西，完全是AI生成的，垃圾，等等等等。

It was like under $10,000 in an opening weekend in China, and people just absolutely were crushing this movie like worst thing ever completely AI generated and it's crap yada yada yada.

所以如果你要烂，那就干脆烂到极致。

So if you're gonna be bad, I guess you want to be the worst.

你要烂到那种程度，烂到大家都忍不住吐槽，烂到不行，因为烂到极致反而变得有点好笑了。

You want to be as so bad that you get pressed that you just are that freaking bad because they were so bad that it turned into being kinda good.

嗯，它真的是太烂了。

Well, it was so it was so bad.

简直是非看不可。

It was, like, must see.

就是，你必须得去看看。

Like, you have to go see this.

烂到这种程度。

It's so bad.

真的，你得亲眼看看。

Like, you have to go see it.

我在网上反复看了一段剪辑，因为我觉得不可能。

I watched a clip online multiple times because I was like, no way.

这简直太离谱了。

This is just, like, ridiculous.

就像我五岁的孩子想出来的东西，我简直不敢相信这居然要上映，居然真的发生了。

It was like something my five year old would have came up with, and I I couldn't believe it was gonna get, it was it was happening.

所以，当然，我管它叫金碗，但我觉得它其实叫别的名字。

So so, of course, a, I call it the golden bowl, but I think it's called something else.

乔，你知道的，你去过中国几次。

Joe, you know, you can speak you've been to China a few times.

你说这个肯定比我强，兄弟。

You can speak this better than me, dude.

但他们搞了一个模因币，这个模因币显然就是完全蹭这部烂片的热度。

But they created a Meme Coin, and the Meme Coin obviously just absolutely ripped off of this bad movie.

我把话头交给乔，因为我知道他那边也有一些相关信息。

I'll kick it over to Joe because I know he's got some details around it as well.

对。

Yeah.

如果你想分享的话，我也会放个链接。

I'll put a link in if you wanna share that also.

好。

Yeah.

这个梗的由来就是Brian说的那样，然后中国那边就把它发扬光大了。

So the lore behind this was just exactly what Brian said, and then China took that and ran with it.

但现在美国也参与进来了？

But The United States is getting involved now?

Polymarket正在搞放映活动。

Polymarket's doing the showing.

所以如果你在纽约，你想去看这部烂片的放映吗？

So if you're in New York, you wanna go to a showing of this terrible movie?

Polymarket在办观影派对，这让它又火了一把，但可惜我们没把它列为推荐，因为太投机了。

Polymarket's throwing a watch party, which gave it some some life of its own but we didn't make this a call unfortunately because it was so speculative.

我们管这叫买一条主链。

We we call buying a prime chain.

这大概是我第一次公开这么说，但我们确实有内幕消息。

I I think maybe it's the first public time I've said that out but we got insider information on this.

我是在某个周六早上把这个发给Brian的。

I sent this to Brian on like a Saturday morning.

我马上就加倍投了这个交易，我想跟大家说的重点是，对，有个观影派对。

I doubled up on this trade immediately and I guess the note I wanted to bring out about this yeah there's a watch party.

Polymarket 推出了首部《新谎》，这个双关语就是“新谎”的发音，但他们说你可以看《新谎》，而且如果你看那个，它写的是“纽约”，NIU 纽约，就是玩了个小梗，挺有趣的。然后它从我们看到的 2000 万市值开始，后来上了币安 Alpha，涨到 4000 万，再因为最近那些新闻，又涨到 6000 万。

Polymarket presents the first ever New Lie So the pun on this is New Lie is how you pronounce it, but they're like you can watch New Lie and it says New York if you see that, NIU New York and it just kind of took like a little spin of fun there and yeah it went from when we saw it it was 20,000,000 market cap and then what happened was that it got listed on Binance Alpha and then it went to 40,000,000 market cap and then because of all the you know press that has gotten recently it went to 60,000,000 market cap.

所以我在 4000 万的时候卖了，但我想跟观众分享的是，现在科技这么发达，我们之所以能提前知道，是因为我们查到了在中国搞这种拉盘砸盘的团伙是谁。

So I sold at 40 but I guess the thing I wanted to share with the audience is that with technology the way it is now, we got wind of this because we found out who is the syndicate running the crime pump and dumps in China.

我们大概知道了他们是谁，然后看到他们用火星币这么操作过。

Like we found out kind of who they were and we saw them do this with Mars coin.

他们用火星币这么干过，现在又用这个币这么干，而且大家都在之前就冲进去了。

So they did this with Mars coin and now they're doing it they did it with this coin and everyone powered in before.

基本上所有人都跟着那些大户冲进去了，因为我们知道这个币会借着 Alpha 上线拉一波。

They paid pretty much everyone jumped on on the back of the whales because we knew that this was going to pump into the alpha listing.

所以有人知道，然后我们也知道了。

So someone knew and then we knew.

我想说的是，现在获取信息的方式跟以前不一样了，以前根本做不到。

And what I'm trying to share is that there's ways to get information these days where, you know, you couldn't do that before.

而且就算你只是一个人，你也会想，我怎么才能追踪那个钱包，或者知道这些动向呢。

And and even as an individual, you're like, I wonder how we can track that wallet or or know these moves.

现在你就能做到。

You could you can do that now.

你可以，你知道的，搞个机器人，建个追踪器，对吧。

You could, you know, spin up a bot, you can create a tracker, you know.

现在太容易了，比如我马上要去度假，给你举个简单的例子。

It's so easy now, like, I'm going on vacation soon and here's a simple example.

我就说，嘿，ChatGPT。

I'm like, hey, chat GPT.

如果这辆租车的价格降了，就告诉我一声，行吗？

If this if the price of this rental car goes down, just let me know, okay?

然后它就会，比如，两天后通知我。

And they'll let me know, like, in in, two days.

所以，只要你知道方法，知道该问什么问题，就很容易在事情发生之前找到那个alpha机会。

So what it's so easy to if you know how to and what questions to ask, you could find the alpha before it happens.

但如果你不会的话，就来 Momentum Moneymakers 找我们吧。

So but if you don't, come find us in my at Momentum Moneymakers.

对。

Yeah.

我要特别感谢一下 Joe。

I and shout out to Joe.

他周六给我发了这个消息，我看了。

He did message this to me on Saturday, and I looked at it.

我当时就想，哥们，这是什么？

I was like, dude, what is this?

我看了那段视频，然后想，你可能会以为我会对这种东西很上头，我当然也想分享给我们社区。

Like, I watched the clip, and, like, this you would think I would ape into something like this, and I would obviously wanna share it with our community.

百分之九十九的情况下我都会，但这次我一看，这玩意儿在币安链上，哥们。

Nine out 99 out out a 100 times, and I was like, this this is I was like, it's on the Binance chain, dude.

谁会买这个啊？

Like, who's buying this?

我当时就说，你看过那个视频了吗？

I was like, did you watch the clip?

我说，我不知道纽约会安排一个私人放映。

I go, did but I didn't know New York was gonna set up a private showing.

我没想到，我应该多想一步的，但那个视频实在太糟糕了。

I didn't I should have thought a little bit more outside of the box, but it was just so bad.

我简直不敢相信。

I couldn't believe it.

然后我就想，哦，这已经到顶了。

And then I was like, oh, this is topped out.

市值才两千万美元。

This is a $20,000,000 market cap.

不可能涨到四千万或六千万。

Like, there's no way this is gonna go to 40 or 60.

绝对不可能。

Just no way.

我当时就想，这个更有可能归零，结果我错了。

Like, I was like, this is much more likely to go to zero, and I was wrong.

我错了，我错了。

I was I was wrong.

所以在这里要向乔致敬。

So hats off there with Joe.

他，那个，我有点没跳进去，因为我不太信，但现在我有点喜欢它了。

He, that I I I kinda didn't I didn't jump into that because I didn't I was not a believer or a believer, but I kinda, I kinda love it now.

我不会买，但我真的在大力支持它。

I'm not buying it, but I kinda, I'm rooting for it big time.

对，对，我们可以支持它，对，不知道。

Yeah, yeah, we can root for it, yeah, don't know.

不知道，感觉就像那种电影，如果它只有九十分钟，你买了票进去坐着，前十分钟你还在笑，然后你就想，我在这儿干嘛呢，兄弟？

I don't know, it feels like one of those movies if it's like ninety minutes long and you buy a ticket and you go and you sit there and you're laughing for the first ten minutes and then you're like, what am I doing here, brother?

我觉得肯定有一大群人，你知道，嗑药喝酒什么的，就像开派对一样，他们根本不知道发生了什么。

I mean, it has to be a whole bunch of people like, you know, using substances and drinking beers and stuff and it's like a party and they have no idea what's going on.

他们就在那儿说，我也不知道，兄弟。

They're just there saying it like, I don't know, man.

我不知道。

I don't know.

或者也许他们发现了什么。

Or maybe they're onto something.

别买这个玩具。

Don't buy this toy.

这就像那个打拳的猴子，太疯狂了。

This is like the punch monkey of the psycho.

不。

No.

这只是一个好故事而已。

It's just a good story to tell.

对，我喜欢这个。

Yeah, I like that.

我觉得这点我们可以达成共识。

I think we can agree with that.

关键是，关键是，这正好说明大家还是喜欢投机，兄弟。

The point is, the point is, is this just goes to show you that people still like to speculate, man.

像模因币和投机活动还在，风险也还在。

Like Meme Coins and Speculation's still out there and risk is still there.

NFT又回来了。

NFTs are back.

对。

Yeah.

所以我把它记在表上，因为，是的，我们看到这些早期周期和晚期周期的玩法来得特别早。

So I put that on the sheet because, yeah, we're seeing these early cycle late cycle plays come super early.

这特别体现在Robinhood上。

This is specifically on Robin Hood.

然后第一个，第一个系列就是Sunk Brokers。

And then the first the first collection right there is Sunk Brokers.

现在已经不是了，但他们大概两周内就翻转了Bored Ape Yacht Club，这有点疯狂。

It's not anymore, but they flipped Board eight Yacht Club in like two weeks, which is like kinda crazy.

你往回看一个，可以看到过去三十天的交易量。

And you go back one, you can see the volume on it and within the last thirty days.

简直难以置信。

It's just unbelievable.

所以把鼠标悬停在那个2000上，悬停在右边三十天那个2000以太坊上。

So just hover over the the 2,000, hover over the 2,000 Ethereum on the right on a thirty day.

对。

Yeah.

所以他们大概三周内就做了500万美元，然后翻转了Yacht Club。

So they did like $5,000,000 within like three weeks and flip for the Yacht Club.

然后Chainman's是另一个。

And then Chainman's is another one.

Cash Cats，就像我们提到的，是另一个。

Cash Cats, like we mentioned, is another one.

所以基本上，这些百万美元的交易量，你知道，以前在NFT上是不存在的。

So basically these million dollar volume, you know, buys on NFTs were not there before.

Tevo，比如你想看看NFT，它们基本上已经死了。

Tevo, like if you try to check NFTs, they're pretty much dead.

但现在我们看到NFT每天都有百万美元的交易量，而且这还是在Robinhood上。

But now we're seeing million dollar days on NFTs, which is and this is specifically on Robinhood.

所以我们想强调这一点。

So we wanted to highlight that.

而之所以会发生这种情况，是因为这里有个例子。

And and the reason that's happening is because here's an example.

如果你往下滚动一点，我们提到过Meme币会给你股票。

If you scroll down a little bit, we we mentioned how Meme Coins are giving you stocks.

你再往下滚动一点。

You scroll down a little bit more.

所以Robinhood上的这个NFT，就在那里，正在支付股票，对吧？

So this NFT on Robinhood right there is paying out stocks, right?

你看，有苹果、微软、英伟达、亚马逊。

You see Apple, Microsoft, Nvidia, Amazon.

现在的情况是，NFT上正在被利用的功能越来越多。

And what's happening now is that just more features are being utilized on NFTs.

这不是因为时间赶上了。

It's not that it's because time's catching up.

以前从来没有代币化的股票，你做不到这一点。

Before there was never tokenized stocks, you couldn't do this.

但现在确实有代币化的股票了。

But now there's actually tokenized stocks.

所以大家都在提供代币化股票，作为持有NFT的附加价值，而且这很有效。

So everyone's just offering tokenized stocks as a value add to holding NFTs and then it's working.

而且人们想要真正有意义的资产，和他们的NFT一起。

And people want actual, you know, meaningful assets, you know, alongside their NFT.

所以我们在很多收藏品和很多项目中都看到了这种情况。

So we're seeing that at large with a lot of collections, lot of projects.

实际上，如果你的NFT没有钱包，我个人是不会再想参与的了，因为我得不到一些免费的东西。

In fact, if your NFT doesn't have a wallet, don't personally, I wouldn't even wanna get involved anymore because I don't get some free stuff.

然后我朋友就问，那为什么一个钱包的NFT会有价值呢？

And and my friend was asking like, well, why is a NFT of a wallet valuable?

我就说，那是因为你可以带着你的小NFT头像到处跑，做各种事情，然后获得实际的价值。

And I'm saying, well, that's because you could run around with your little NFT avatar and do stuff and gain actual value.

而以前，你虽然也能这么做，但你需要连接你的私人钱包，用私钥什么的。

Whereas before, you you could still do that, but you would need to, you know, connect your private wallet with a private key.

你知道，用私人钱包风险大得多，对吧，相比之下，你那个好玩的小NFT自带钱包就安全多了，你懂我意思吧。

You know, like there's a lot more risk, right, utilizing your private wallet than you're just fun little NFT having your own wallet, if that makes sense.

所以现在，用你的NFT做事情，比如当头像，或者在不同的游戏里用，确实能带来实际价值。

So now now there's actual value in doing things with your NFT, putting as your profile picture, you know, utilizing it in different games and whatnot.

而且这些特定的NFT在Robinhood上特别火，因为它们会给你股票。

And and these these these specific ones have really taken off in Robinhood because they give you stock.

所以这里有三重好处，不仅这些NFT有股票，而且每个NFT还附带一个Meme币。

So there's kinda like upside in three ways there because not only do these NFTs have stock, but each NFT also has they also have a Meme Coin.

所以，大概有三种东西你可以得到，布莱恩喜欢这个。

So there's, like, three things that you can get, and Brian likes this one.

在结束之前，我让他稍微聊聊这个。

I'll let him talk about this one a little bit before we close things out.

对。

Yeah.

那个Stackers的，就是那种你直接上手的。

That stackers one where you're just on.

说实话，我还真买了几个那种NFT，你信不信。

I I do own a few of those NFTs, believe it or not.

我买了一些，主要是想试试看。

I bought a few, and, I've been just to kind of experiment with it.

它跟Stonk Brokers很像。

It's very similar to Stonk Brokers.

而且，这个刚出来的时候，我简直疯了一样，因为我错过了Stonk Brokers，它们当时涨到了大概12.15个ETH。

And I was it was maxed cope by me whenever this first came out because I missed Stonk Brokers, and they ran to, like, $12.15 ETH.

我当时就说，各位，这就像是穷人版的Stonk Brokers，我想这么叫它。

And I was like, guys, this is like a poor man stonk brokers, I wanna call it.

你买了这个NFT，然后我就在赚，我拿到了44.10美元的SpaceX股票。

You buy the NFT, and I'm earning I got $44.10 in SpaceX stock.

我有17美元的特斯拉，6美元的AMD，2美元的微软。

I got $17 in Tesla, dollars 6 in AMD, 2 in Microsoft.

我就是随便挑不同的股票。

I just like pick different stocks.

但这个东西有点特别，我每天早上醒来都会去刷新一下。

But there is something about it that I wake up every morning and I like refresh.

你每小时都会收到空投的代币化股票。

You get airdrop tokenized stocks every hour.

但我今天早上醒来，我的股票涨了16美元，虽然钱不多，但就是持有这些NFT就能赚16美元，而且随着越来越多人开始买它、交易它，我的那些小Stackers也开始积累自己的小股票投资组合了。

But I wake up, this morning I was up $16 in equities, and it's it's not a ton of money, but it's $16 for just holding these these NFTs, and then the more people that start buying it, and the more people that start trading it, And it's like, now my little stackers are starting to stack their own little, stock portfolios.

这还挺有意思的。

It's, it's kinda fun.

那我得问一下，因为这是个很好的教育性问题。

So I gotta ask, because this is a good, educational question.

我知道NFT和加密货币那些东西不一样，但我们必须得问，收益是从哪来的？

I know NFTs are different than, you know, Crypt coins and all that stuff, but like we gotta ask, where's the yield coming from?

所以我得问，股票在哪？

So I gotta ask, where are the stock?

这些零碎股票是从哪来的？

Where are these fractional shares coming from?

对。

Yeah.

他们是从交易Meme币赚的手续费里拿的。

So they're taking the the fees that are earned from trading the Meme Coins.

他们有自己的Meme币堆叠者或者NFT。

So they have their own Meme Coin Stacker or the NFTs.

所以买卖NFT赚的手续费都进了一个社区池子，然后他们拿这个项目所有收入的80%去买股票，再分给所有激活或者质押的人。

So the fees that are earned to like buying and selling NFTs all go into a community pool and they take, I think it's 80% of all the revenue that this project makes goes and buys stocks and then distributes it to all the people that are activated or are staking it.

所以所有的钱都来自人们购买Meme币和NFT。

So all the money's coming from people buying the Meme Coin and buying the NFTs.

所以这些钱不是直接进团队钱包让人发财，而是他们拿大概80%。

So instead of it just going into the team's wallet and people are getting rich, they're like, we're taking I think it's 80%.

他们拿80%的钱直接返还给社区。

They're taking 80% of it and they're just distributing it back to the community.

所以这就让你想持有这个项目，然后更多人开始参与，更多人开始买NFT，NFT价格涨了，Meme币价格也涨了，更多人开始交易。

So it makes you wanna hold the project and then more people start getting into it, more people start buying the NFTs, the price of the NFTs go up, the price of the Meme Coin goes up, more people start trading it.

所以昨天很有意思，因为过去24小时里，我赚了18.26美元。

So yesterday was very interesting because actually in the past twenty four hours, I've made $18.26.

我现在里面大概有65美元，但这是我24小时内赚得最多的一次，18美元，因为项目开始越来越有势头，越来越多人在买，所以产生了更多费用，然后分给所有质押或激活他们所谓NFT的人。

I I have about $65 in there right now, but that is the most I've made in twenty four hours, $18, because the project's starting to get more and more momentum, more and more people are buying it, and so it just creates more fees and they distribute it to everybody that's that's staking or activating they call it their NFT.

我会持续多久，我也不知道。

I will last, I have no idea.

我喜欢我的质押者吗？

Do I love my stackers?

我给它们起了名字。

I name them.

所以是的，我爱它们。

So yes, I love them.

天哪。

Oh my God.

你居然给你的堆叠者起了名字。

You have names for your stackers.

太搞笑了。

That's hilarious.

我觉得答案，再补充一点，换个方式回答你，Tevo，你可以点我刚刚发在那里的链接。

I think the answer, just one more, to answer for you in a different way, Tevo, you could click on the link I just posted on there.

所以这是第一次能做到这样，就是那种可编程的费用，能给你带来股票收益。

So this is the first time that this is ever able to happen, which is, you know, programmable fees that give you stock stock.

而且没人能破解那个程序，连开发者都不行。

And no one could break that program, not even a developer.

这就是为什么大家喜欢它。

And that's why people like it.

所以你买代币的时候，会自动扣3%，而且整个过程都是透明的。

So you buy, you know, token, it takes 3% automatically and it's all transparent.

所以这是代币化的集换式卡牌游戏，比如宝可梦，一台电脑就能玩，未来可能还有体育卡。

So this is tokenized trading card games, which is Pokemon, one PC there, potentially sports cards in the future.

这是另一个想法，对吧？

This is another idea, okay?

我们知道，数字收藏卡牌已经创造了十亿美元的收入。

We know that there is, you know, digital collectible cards doing, you know, a billion dollars in revenue.

我相信你们之前讨论过这个话题。

I'm sure you guys talked about that in your previous rundown.

现在他们打算提供这些费用，并空投给NFT持有者。

And now they're looking to provide these fees and airdrop it to NFT holders.

我想分享的区别在于，2021年吉米·法伦和贾斯汀·比伯带来的NFT，都是投机性的，像高级俱乐部那种感觉。

So the difference what I'm trying to share is that in 2021 when Jimmy Fallon came and Justin Bieber brought NFTs, all speculative, cool country club type of things.

现在有了像股票、数字卡片这样的代币化资产，而且我不确定你们刚才有没有看到Brian，他们在Jupe上有那种盲盒卡片，用来抽手表的。

Now that there's tokenized assets like stocks, like digital cards, and I'm not sure if you just saw Brian, they have gotcha cards on Jupe for watches.

这些盲盒每包500美元，专门抽手表。

These packs cost $500 per watch pack.

随着我们在数字资产与实物资产结合的道路上越走越远，价值不仅能回流到项目本身，还能回流到早期——我不太想这么叫，但大概可以叫投资者或创始人——实际上是NFT持有者那里。

As as we get further down in this in this digital adoption of digital assets paired with physical assets, then the value can flow back, accrue back not only to the project, but to early, I wouldn't call them, yeah, I guess you'd call investors or founders, but the NFT holders.

所以对于很多没有实际产品的项目来说，这个飞轮确实会转不动。

So the flywheel does break for a lot of these that don't have actual, products.

对吧？

Right?

但真正有意思的是当产品开始发挥作用的时候，而目前这还没发生。

But it where it gets interesting is when products come into play, and that hasn't happened yet.

所以这些模因币和股票不会永远持续下去，Tevo。

So these Meme Coins and stocks, it's not gonna last forever, Tevo.

我们心里都清楚。

We know that.

观众应该知道这一点。

The audience should know that.

就是说，那个飞轮效应不会持续下去，因为没有收入，对吧？

Like, that flywheel is not gonna last because there's no revenue, right?

这纯粹是投机之上的投机。

It's only speculation on speculation.

但现在我们看到的是，人们在这个基础上不断迭代。

But what we're seeing now is people iterating on top of that.

所以布莱恩提到的那些代币，比如股票经纪人，他们正试图在之上引入能带来实际收入的产品。

So the tokens that that Brian mentioned, stock brokers, they're looking to bring in products on top that drive actual revenue.

而NFT过去曾有过这样的承诺，就像，天哪，你是所有者。

And where NFTs had that promise in the past where it's like, oh, man, you're the you're the owner.

我们可以永远追踪下去，你还能获得一些好处。

We can track that into perpetuity, and you you can get some benefits.

现在，那些所谓的好处变成了实实在在的收益。

Well, now those some benefits are actual realized benefits.

所以现在真的越来越让人兴奋了。

So it's getting really exciting.

我看到的只是冰山一角。

I caught this at tip of the iceberg.

Robinhood链出人意料地引领了潮流，而且他们甚至都没推出这个。

Robinhood chain kinda led the way surprisingly, and they didn't even launch this.

他们只是推出了代币化股票，然后人们就在这基础上不断迭代。

They just launched a tokenized stocks and people iterate on top of that.

但希望这会变得很有趣，而且对参与的人来说也会相当赚钱。

But it's gonna get hopefully a lot of fun and pretty lucrative for the people who get involved.

就算不赚钱，至少他们也能得到一些好处或收益。

And if not lucrative, at least, you know, they get some upside or some benefit.

对吧？

Right?

不管你是大手表收藏家，还是玩交易卡或体育卡的，无论是什么，我觉得现在都有实实在在的吸引力和曝光度，不像以前只是有个酷炫的头像，现在真的完全不一样了。

Whether you're like a big watch collector or a trading card guy or a sports card guy, whatever it is, I think there's meaningful, you know, appeal and and exposure now versus before where it's just like, I got a cool profile picture, you know, a lot different these days.

对。

Yeah.

既然你来了，乔，我们知道你很喜欢Rec。

And let's, since you're here, Joe, we know you love Rec.

这个项目看起来挺酷的。

This looks like a cool project.

我大概看了一下。

I was kind of reading it.

这个交易机器人是怎么回事？

What's going on here with the trading bot?

听起来像是个挺酷的小赌博游戏，如果你愿意这么说的话。

Sounds like a cool little gambling game if you will.

如果你能给我们简单总结一下这个项目，

If you wanna wrap us up on this one real quick

播客的朋友，Rex。

a friend of the pod, Rex.

对吧？

Right?

他们做LNG饮料之类的。

They do LNG drinks and whatnot.

他是个有名的交易员，前华尔街交易员。

He's a notable trader, ex Wall Street trader.

他们正在Robinhood上推出。

They're they're launching on Robinhood.

他用AI用得特别溜。

He's really efficient with AI.

所以这些是一万个AI代理在做模拟交易。

So these are 10,000 AI agents doing paper trading.

所以不是真钱，但他会像我们刚才说的那样把它游戏化，你知道，REC代币有买入和销毁机制。

So it's not like real money, but he's gonna gamify it in the same way that we just mentioned where, you know, there's a buy and burn mechanism for the REC token.

所以REC代币表现非常好。

So the REC token is doing really well.

可能NFT也会有回购和销毁机制。

Potentially there's a buy and burn for the NFTs.

所以NFT的供应量也会减少。

So there's, you know, a shrinking supply for the NFT as well.

然后我们看看这些智能体表现如何。

And we'll see how these agents do.

我觉得这是一个实验，看看这些智能体在现实世界中会怎么表现。

I think it's an experiment to see how these agents would do in the real world.

所以它们会帮你交易。

So they're gonna trade for you.

你不需要亲自操作，但你拥有的NFT越多，我肯定规则还没公布。

You don't have to physically trade, But the more NFTs you own, I'm sure the book's not out yet.

规则还没出来，但我肯定会有办法把它游戏化，让价值回流到持有者身上，因为如果你不知道的话，REC是一个真正重视持有者的社区。

The rules aren't out yet but I'm sure there's a way to gamify it where you can have value accrue back to the holders because if you didn't know, REC is a community that is really about the holders.

持有者还获得了饮料公司的部分股权，信不信由你。

The holders got a percentage equity in the drink company, believe it or not.

这个NFT是免费铸造的。

This was a free NFT mint.

这个人的一切做法都表明他不会从社区拿任何东西。

Like everything about this guy is like I'm not gonna take anything from the community.

所以明天他就要推出这个项目了，也许你看到这个视频的时候他已经发布了。

So tomorrow he's oh, maybe by the time you're watching this video, he's launching this project.

所以我们都在密切关注。

So we're all eyes are on it.

我们还不清楚所有细节，不知道的事情我们也不能乱说。

We don't know all the details yet, we can't share anything we don't know.

但看起来这会是一个有趣的NFT项目，至少对任何人来说都容易参与，因为只要40美元。

But it does look like it's going to be a a fun NFT project for at least anyone to get involved with because it's only $40.

不像那种3万美元的桌游。

It's not like a $30,000 board game.

然后我们把他请到了播客里。

And then we had him on the pod.

对吧？

Right?

你们不是采访过他吗？

Didn't you guys interview him?

对。

Yeah.

对。

Yeah.

他非常聪明。

Super sharp guy.

故事也很精彩。

Great story.

是的。

Yeah.

真不错，兄弟。

Good stuff, man.

哇，真是精彩的一天。

Well, what a rundown.

今天真是够呛。

What a day.

多头回来了，从30亿美元的清算到模因币的激烈竞争，全面开花。

The bulls are back just top to bottom there from the $3,000,000,000 liquidation all the way to what's going on in the trenches with the Meme Coins.

Brian、Joe，非常感谢你们。

Brian, Joe, thank you guys so much.

也感谢所有观看我们节目的人。

Thanks to everybody who gave us a watch.

最后再说一句。

One last call.

给这个视频点个赞吧。

Give the video a like.

如果你是新朋友，记得订阅。

If you're new, hit the subscribe button.

打开通知，这样你就不会错过直播了。

Turn on notifications so you don't miss a live.

希望大家周末愉快，但今天就到这里了。

I hope everybody has a great weekend, but that's all for now.

大家再见。

Bye bye, everybody.