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我们要感谢我们最新的赞助商，Mod。
We'd like to thank our newest sponsor, Mod.
Mod推荐每天服用一到两次Modenafil饮品，能让你整天保持精力充沛、专注和清醒。
Mod prescribes a once or twice daily Modenafil drink that can keep you energized, focused, and alert throughout the day.
对于那些还没听说过Modenafil以及咖啡因一般工作原理的人，这里解释一下机制。
For those who haven't heard about Modenafil and how caffeine works in general, here's the mechanism.
能量饮料通过咖啡因暂时阻断腺苷，这种化学物质会让你感到疲劳。
Energy drinks work with caffeine that temporarily block adenosine, the chemical that makes you tired.
腺苷会积累，当咖啡因效果消退时，腺苷又回来了，所有疲劳感一下子涌上来。
It builds up and then when the caffeine wears off, the adenosine comes back and it all comes crashing down at once.
而Modenafil的作用方式不同。
So Modenafil works differently.
它激活大脑中的多种通路，比如多巴胺、去甲肾上腺素、组胺和食欲素，从而在十到十二小时内保持稳定的精力和警觉性。
It engages multiple pathways in your brain like dopamine, norepinephrine, histamine, and orexin to achieve steady energy and alertness for ten to twelve hours.
Modenafil是在上世纪七十年代发明的，从那时起，地球上和地球外最顶尖的表现者都在使用它。
Modenafil was invented in the nineteen seventies, and since then, it has been used by the highest performers on and off the planet.
士兵、飞行员，甚至空间站上的宇航员，在需要高度集中和警觉的高风险情况下，都会使用ModenaPhil。
Soldiers, pilots, and even astronauts aboard the space station use ModenaPhil in high stakes situations where full concentration and alertness are paramount.
现在符合条件的患者可以在mod.com上购买。
It's available now at mod.com to qualifying patients.
访问mod.com，即mod.com，进行免费咨询，并使用促销代码crypto one zero one，首次订单可享10%折扣，还包邮。
Visit mod.com, that's mod.com for a free consultation and get 10% off your first order plus free shipping with the promo code crypto one zero one.
促销代码是crypto one zero one，在mod.com上使用。
That's promo code crypto one zero one at mod dot com.
请访问他们的网站查看重要的安全信息，我们感谢他们的赞助。
See their website for important safety information, and we thank them for being a sponsor.
好了，各位。
Alright, everybody.
欢迎回到Crypto one zero one播客。
Welcome back to the Crypto one zero one podcast.
今天是周五总结日。
It's a rundown Friday.
我们请到了布莱恩，而且现在正式进入十月了。
We've got Brian and it is officially October.
比特币延续了九月的势头，进入了加密货币最爱的月份——十月。
Bitcoin continues its September momentum into crypto's favorite month, Uptober.
各位，从历史上看，十月一直是比特币表现最好的月份之一。
Guys, October historically has been one of the best months for Bitcoin.
我们会详细分析这些数据，而且从九月强劲表现进入十月的情况来看，这些数据会让你大吃一惊。
We're gonna break all that down and the stats will surprise you from what you see with a strong September into October.
再说一次，我们不能保证过去的表现能预示未来的结果，但这确实值得讨论，因为统计数据显示十月可能会非常强劲，而且接下来几个月可能会迎来一波大牛市。
Again, we can't guarantee that past performance guarantees future results, but it is something that is worth talking about because the statistics favor a momentous October and a momentous bull market into the rest of the year.
你从最低点开始就一直跟着我们。
You've been with us since the bottom ticks.
我们现在势头正盛。
We have the momentum now.
那么，比特币在十月会有什么表现呢？
So what's Bitcoin going to do in October?
那山寨币又会怎么样呢？
What are Altcoins going to do as well?
我们现在就为你一一解析。
We're going to cover it all for you now.
我们有一些关于之前几期节目里聊过的代币的重大山寨币新闻。
We've got some big Altcoin news around some of the tokens that we've talked about over the last couple shows.
你一定要继续看下去。
You're going to want to stick around.
给我们点个赞吧。
Give us a like.
如果你是新手，右下角点个订阅。
Bottom right if you're new, subscribe.
我们每周都会更新好几次。
We do this multiple times a week.
你可以在这里看到币市值，我们稍后会详细分析，但先让我们直接进入九月份的表现，Brian。
You can see here on the the coin market cap, we can break that down in a little bit, but let's jump right into the September performance, Brian.
比特币在过去三个月里暴涨了44%，绝对是一波强劲的牛市行情，而且九月还是绿色的，这让我们进入了……
Bitcoin surged 44% in the past three months, just an absolute bullish run and a green September, which leads us into...
九月份官方数据是66.33%的涨幅，绿色九月，绿色季度，真是个疯狂的季度。
It was 66.33% officially for September for a green September, a green quarter, a crazy quarter.
我听到一个数据。
I heard a stat.
就是说这个季度，比特币和整个加密货币是表现最好的资产，然后是石油，再然后是七大科技股里的软件股。
It was like for a quarter, it was Bitcoin, crypto as a whole was was the number one performing asset, then oil, and then software in the mag seven.
所以如果我们真的用这个视角来看，进入第四季度，也就是今年的最后一个季度，看到这些资产完成了一个180度的大反转，特别是软件和加密货币，对比年初的时候，我们还在看着软件股自由落体，因为当时大家觉得AI会干掉所有软件股。
So if you really take that as a approach as we head into q four, the last quarter of the year, It's amazing to see how those assets have done a full one eighty, specifically software and crypto compared to in the beginning of the year, which we were just watching this free fall from software because AI was gonna kill all software stocks.
我们当时也在看着比特币自由落体，但我们在节目里坚持了一整年，一直在说我们在逢低买入，现在回头看，我们这么做显得挺明智的，不管是买IGV还是比特币。
We're watching the free fall from Bitcoin, but we stood on this show all year and said we were buying the dip and we look quite smart for doing so, whether it was the IGV or Bitcoin.
那么，Brian，我们把话题交给你的“Uptober”吧。
So let's bring up Uptober, Brian, as I hand it off to you.
欢迎回到节目。
Welcome back to the show.
给大家带来一些十月上涨的势头吧。
Just give the people some some Uptober momentum.
你怎么看？
What are you thinking?
你感觉怎么样？
How are you feeling?
欢迎来到十月上涨季。
Welcome to Uptober.
欢迎回到节目。
Welcome back to the show.
嘿，很高兴来到这里。
Hey, good to be here.
周五快乐。
Happy Friday.
我一直很喜欢传统的周五总结。
Always love a good old fashioned Friday rundown.
你说得对，兄弟。
And you're right, man.
你刚才还在聊九月。
You were just talking about September.
通常九月在加密货币里是个红盘月份，但过去几年……
Typically, September was kind of like this, red month in crypto, but the past few years...
说实话，圈子里都管它叫“惨九月”，但我们一直喜欢十月。
I mean, it literally was called Wrecktember in the circles, but we always love a good October.
而且从历史上看，十月一直是比特币表现最强的月份之一，平均涨幅。
And that's historically October, as you can see, has been one of Bitcoin's strongest months averaging.
我记得大概有20%的回报率。
I think it's right around like a 20% return.
当然，我不会因为日历从九月翻到十月就买比特币。
Now, obviously, I'm not buying Bitcoin just because the calendar changed from September to October.
不是这么回事。
That's not how it works.
我们甚至还有过……
We even had...
去年十月是不是负收益，还是说那是……
Is it last year was a negative October or or is that...
我看不清。
I can't see.
去年十月是负的，当时还有那场大规模的清算。
Negative October, there was that huge, liquidation as well.
哦，10月10号。
Oh, 10/10.
什么？
What?
他们真的把我们的气球给戳破了，那场10月10号的清算。
They really took the freaking arrow out of our balloons and that ten ten liquidations.
但我确实认为，当季节性因素和其他因素吻合时，它是有影响的。
But I I do think seasonality matters when it lines up with everything else.
我们现在正进入一个情绪改善、宏观环境好得多的阶段，ETF需求重新回升，散户活动也更多了。
We're getting into an improving sentiment, a much better macro setup, renewed ETF demand, more retail activity.
我仍然觉得散户活动还有点偏多，但已经开始有点回升了，而且一切都在开始动起来，现在历史上比特币正处于最强的月份之一。
I still think retail activity is still a little bit long, but it's it's starting to pick up a little bit and all it's begin to move and now historically Bitcoin's in one of the strongest months.
我喜欢一个好的十月，而且我一直在我们社区的这份简报里说，我的意思是，那时候我们就像坐在恐惧和贪婪指数只有九的位置。
I love a good October and I've been saying on this rundown within our community, I mean this is when we were like sitting at like, a nine fear and greed meter.
我当时就说，天哪，我觉得这个秋天会涨起来。
I was like, man, I think this fall is gonna peak up.
我对十月会带来什么感到非常兴奋。
I'm really excited for what October's gonna bring us.
我们现在就在这里，而且我仍然坚持那些观点，这是有充分理由的。
And we're here now, and I'm I'm still sticking to those guns for good reason.
我觉得这会是一个非常好的月份，而且我认为我们才刚刚开始变得更加看涨。
I I think it's gonna be a really good month, and I think we're just starting to get a little bit more bulled up.
但是这里有几个大聪明，Tevo。
But a couple of big brains over here, Tevo.
你和我，兄弟，我们当时在市场感觉特别糟糕的时候说买跌，现在看来那是个好决定。
You and me, man, we were saying buy the dip when it felt really gross and it feels like that was a good move.
确实是的，我就喜欢随着时间推移回头看，虽然今年还没结束，但第一季度和第二季度，我记得我们当时在准备，比特币被卷入了AI的叙事里，我们把它和IGV图表，也就是软件股图表放在一起看，结果它就像悬崖一样往下掉。
And it was, yeah, I just love looking back as the year continues and obviously the year's not over, but that, yeah, that first quarter there in second quarter, I remember we were kind of teeing up the Bitcoin got wrapped up in that AI narrative and we kind of laid it over the IGV chart, which the software chart, and it was just falling off a cliff.
你知道，我绝对是节目里这么说的其中一个人，而且我觉得，你当时也和我在一起，我们都同意说，嘿，这就是你想进场买跌的时候。
And you know, was definitely one of the people on the show and I think, you know, you were here with me and we all kind of agreed like, hey, this is where you want to step in and buy the dip.
这个叙事有点失控了，那是个好买点，特别是对比特币和IGV来说，很多软件股，尤其是网络安全股，像CrowdStrike，都强势反弹了，好像，你知道，不是说AI不会改变世界，我觉得它会，特别是在金融领域，这也是我们在这里的原因，因为我们觉得加密货币是AI的下游。
This narrative is getting out of hand and it was a good buy, especially for Bitcoin and the IGV as a whole lot of those software stocks, specifically like the cyber security or CrowdStrike just came roaring back as if, you know, not that AI is not gonna revolutionize the world, I think it is, especially in finance, which is why we're here, because we think that crypto is downstream from AI.
这就是为什么我们对很多项目和币种都这么看好。
And that's why we're so bullish on a lot of our projects and a lot of our coins.
我其实有点即兴发挥，因为我们经历了很多，我是说，以太坊有过它的高光时刻……
I I just kinda did this off the cuff because we've had such a, I mean, Eth had its bet...
我觉得……
I think...
以太坊是不是创了历史最佳季度，涨了71.2%？
Was it Eth had its best quarter in history, up 71.2%.
Tom Lee 接受了一个采访，他是我们节目的老朋友了，大概在九月二号或三号，他戴了一条绿领带。
Tom Lee did a a interview, a friend of the show, of course, September like September second or third, and he wore a green tie.
他说九月是绿色的，会涨。
And he said green September, it's gonna be green.
他就是在庆祝胜利。
Just doing a victory lap there.
ETH 创了历史最佳季度，涨了71%，比特币也涨了44%。
ETH, best quarter in history, 71%, and then Bitcoin at 44%.
我提到这个，是因为谷歌趋势图，我们最近没怎么看过，但我确实觉得它很有意思，因为这是我工具箱里的一部分。
I bring this up, the Google Trends chart, which we haven't pulled up too much recently, but I do think it is fascinating because because I I like this as a part of my toolkit.
有些人不喜欢，但我喜欢。
Some people don't, but I do.
你可以看到，比特币在一月份达到了100的峰值，那是最后一次洗盘，如果你愿意这么说的话。
And you can kind of see here, Bitcoin does hit the 100 mark there in January, that last kind of flush out, if you will.
然后在右边，你的平均兴趣，这是你的日历年，是36。
And then over here on the right, your average interest, this this is your calendar year is 36.
而现在比特币的搜索热度大概在21左右。
And right now for Bitcoin, we're hanging around at 21.
所以我们低于平均兴趣水平。
So we're below the average interest.
人们并没有像我们那样去搜索它，44%的涨幅已经很不错了。
People aren't searching for it like we a 44% move is great.
71%的涨幅如果你在低点买入，那简直难以置信，但其他人在过程中都被震出去了。
71% move is unbelievable if you were buying the dip, but everybody else got shaken out along the way.
我只是觉得我们还没有达到那种心理层面的热度，像我说的。
And I just don't think we're at the psychology levels like me.
我觉得我们几周前聊过这个。
I think me and you talked about a couple weeks ago.
我们还没收到那些短信。
We're not getting the texts yet.
我们还没接到那些电话，这其实是好事。
We're not getting the calls yet, which is good.
不是说非得要...
Not that there needs...
图表上是可以有盘整的。
There can be consolidation in the charts.
亨特和布兰登每次来都会给你们铺垫好这一点。
Hunter and Brandon have always teed that up for you guys when they get out here.
就像我们经历了一波大涨。
Like we had a big run.
这并不意味着不会有盘整，但我觉得整体的FOMO情绪还在。
That's not to mean that there can't be some consolidation, but the overall FOMO fuse, believe, is still there.
你知道什么最能拖慢团队进度吗？
You know what slows teams down more than anything?
不一定是人头预算，甚至也不一定是工具本身。
It's not always the head count budget or even the tools themselves.
而是当工作流程只存在于某个人脑子里，从来没有真正被记录下来的时候。
It's when the way work gets done lives in someone's head and never actually gets documented.
然后有新同事加入，或者推出新平台，又或者有同事离职，突然大家做同一个流程的方式都不一样了。
Then someone new joins, a new platform gets rolled out, or a teammate leaves, and suddenly everybody's doing the same process in a different way.
这正是今天的赞助商Scribe要解决的问题。
That's exactly the problem today's sponsor, Scribe, was built to solve.
Scribe是一个工作流AI平台，财富500强中有94%的公司都在使用它。
Scribe is a workflow AI platform trusted by 94% of the Fortune five hundred.
它能实时捕捉工作流程，并自动生成逐步的操作文档，方便团队查看和分享。
It captures workflows as they happen and turns them into step by step documentation your team can review and share.
你只需要像平常一样操作，Scribe就会边做边生成指南，自动记录每一次点击、每一步操作和截图。
You just do the process like you normally would, and Scribe builds the guide as you go, capturing every click, step, and screenshot automatically.
因为我们的团队是远程办公，我确实遇到过好几次需要向同事重复解释同一个设置或流程的情况，总觉得这些第一次就该记录下来。
With our team being remote, I have definitely had moments where I've had to explain the same setup or process more than once to a colleague, and it always feels like something that should have been documented the first time.
有了Scribe，原本可能需要花几个小时编写和整理的内容，不到一分钟就能准备好分享。
With Scribe, what could take hours of writing and cleanup can be ready to share in under a minute.
Scribe还会自动从截图中隐去敏感信息，比如姓名、邮箱和账号。
Scribe also automatically redacts sensitive information like names, emails, and account numbers from screenshots.
管理员可以在整个团队中强制执行这一点，确保没有任何遗漏。
Admins can enforce that across the team so nothing slips through the cracks.
而且，任何按照流程操作的人都能获得实时的屏幕指引，准确显示在实际工具中应该点击哪里。
Plus, anyone following the process can get real time on screen guidance showing exactly where to click inside the actual tool.
Scribe 不只是记录工作流程，它还会利用 AI 提出改进建议，帮你发现冗余步骤，并找到简化或自动化的机会。
Scribe doesn't just document workflows, it uses AI to suggest ways to improve them, helping you spot redundant steps and opportunities to simplify or automate.
想看看 Scribe 能为你的团队带来什么效果，就去 scribe.how/crypto101，并提到 crypto101，就能在特定套餐上免费享受第一个月的 Scribe Capture 服务。
To see what Scribe could look like for your org, head to scribe.how/crypto101 and mention crypto101 for your first month of scribe capture free on select plans.
网址是 scribe.how/crypto101。
That's scribescribe.how/crypto10one.
各位，是时候用 Quince 来充实你的秋季衣橱了。
Guys, it's time to load up on your fall wardrobe with Quince.
你知道衣柜里那些你总是会回去穿的单品，那件百搭的毛衣，那件你总是伸手去拿的 T 恤，让穿衣变得更轻松。
You know those pieces in your closet that you keep going back to, the sweater that works with everything, the tee you always reach for that just makes getting dressed easier.
这正是 Quince 做得好的地方。
That's what Quince does really well.
秋天来了，天气开始变凉，我喜欢那件100%蒙古羊绒毛衣。
For fall, as the weather starts to change, I like the 100% Mongolian cashmere sweater.
它很简单。
It's easy.
看起来挺利落的，而且几乎什么场合都能穿。
It looks put together and it works for almost anything.
休闲出门、晚餐、旅行，或者天气转凉时叠穿都行。
Casual day out, dinner, travel, or just layering as the temperatures begin to drop.
而且老样子，我最喜欢Quince的哪一点？
And as always, what's my favorite with Quince?
就是性价比。
It's the quality for the price.
手感就像你期待的那种奢侈品牌毛衣，但Quince的100%蒙古羊绒毛衣起价只要60美元。
It feels like the kind of sweater you'd expect from a luxury brand, but Quince is 100% Mongolian cashmere sweaters start at just $60.
这就是Quince的理念。
That's the whole Quince idea.
高品质的衣橱必备单品，采用优质材料，比如100%蒙古羊绒、有机棉、美利奴羊毛，这些经典款式你可以反复穿。
High quality wardrobe staples made with premium materials like the 100% Mongolian cashmere, organic cotton, merino wool, timeless pieces you can wear again and again.
他们还让打造秋季必备单品变得更简单，有高级羽绒服和经典羊毛外套。
They also make it easier to build your fall staples with premium down jackets and classic wool outerwear.
多功能的叠穿单品，让你整个季节都保持温暖舒适。
Versatile layers designed to keep you warm and comfortable all season long.
Quince的所有商品价格都比同类品牌低50%到80%。
Everything at Quince is priced 50 to 80% less than similar brands.
他们直接与合规工厂合作，省去了中间商。
They work directly with ethical factories and cut out the middleman's.
你付的是高品质的钱，而不是品牌溢价。
You're paying for high quality, not brand markup.
而且不仅仅是服装。
And it's not just clothing.
Quince把同样的理念带到了酒店品质的床上用品、浴室和厨房必需品，还有精心设计的家具。
Quince brings the same approach to hotel quality bedding and bath kitchen essentials, plus thoughtfully designed furniture.
各位，他们的网站真的很有意思。
Guys, their website is so fun.
你们一定要去看看。
You gotta check it out.
所以，去Quince找到你秋季的最爱吧。
So find your next fall favorites at Quince.
下载Quince应用获取专属优惠，或者访问quince.com。
Download the Quince app for app exclusive offers or go to quince.com.
现在下单享受免运费，还有365天退货服务，加拿大和英国也支持。
Get free shipping on your order and three hundred and sixty five day returns now available in Canada and The UK too.
当Quince问你是从哪里听说他们的，告诉他们你是通过Crypto 101播客知道的。
And when Quince asked where you heard about them, let them know the Crypto one zero one podcast sent you.
这是支持我们节目的好方法。
It's a great way to support the show.
快去Quince看看吧。
Go check out Quince.
秋天到了，假期也快来了。
Fall is here and the holidays are right around the corner.
黑色星期五和网络星期一，如果你是买家，那当然好玩。
Black Friday and Cyber Monday are fun when you're the shopper.
你忙着找优惠、加购物车、结账。
You're hunting deals, filling the cart and checking out.
但换个角度想想。
But flip that around for a second.
如果你是另一边的商家，现在订单从四面八方涌来，客户等着快速发货，库存流动得飞快，压力真的很大。
If you're the business owner on the other side, now you have orders coming in from everywhere, customers expecting fast shipping, inventory moving quickly, and the pressure is real.
这时候就需要ShipStation了。
That's where ShipStation comes in.
ShipStation是一个一体化的发货平台，专门应对旺季的订单激增。
ShipStation is a all in one shipping platform built to handle the order surge of peak season.
它把所有订单集中到一个地方，这样你的团队在订单量暴增时就不会手忙脚乱了。
It brings your orders into one place so your team is not scrambling when volume spikes.
而且每一笔订单都很重要，ShipStation的自动比价功能会实时比较UPS、USPS和FedEx的运费，最高能帮你省下90%的费用，这样在订单量最大的时候你也不会多花钱。
And when every order matters, ShipStation's automated rate shopping compares rates across UPS, USPS, and FedEx in real time, saving you up to 90% off so you're not overpaying when volume is the highest.
你还可以在多个网店之间跟踪订单，掌握库存情况，并通过自动化减少手动选择发货偏好的时间。
You can also keep track of orders across your online stores, stay on top of your inventory and use automations to reduce the time spent manually picking shipping preferences.
如果我在经营电商业务，我会在旺季来临之前就把这个工具准备好，因为一旦订单开始涌入，你就希望发货变得简单。
If I were running an e commerce business, this is the tool I'd want in place before peak season hits, Because once the orders start coming in, you want shipping made simple.
超过100万家企业在旺季依靠ShipStation，将订单处理能力提升多达40倍，同时将成本降低多达30%。
Over 1,000,000 businesses have leaned on ShipStation to get them through peak season, scaling fulfillment up to 40 times while cutting costs up to 30%.
旺季不会等你，你也不应该等。
Peak season doesn't wait and neither should you.
今天就通过ShipStation抢占先机，访问shipstation.com并使用代码crypto，即可免费使用60天。
Get ahead of it today with ShipStation and get sixty days free at shipstation.com with code crypto.
网址是shipstation.com，促销代码是crypto。
That's shipstation.com promo code crypto.
税费和手续费另计。
Taxes and fees apply.
哦，当然，兄弟。
Oh, absolutely, man.
其实我上周末刚和一个朋友开了趟长途车。
I actually just had a long drive this past weekend with a buddy of mine.
我们开车的时候，他问了我一些关于加密货币的问题，然后我就开始滔滔不绝地跟他讲加密货币市场，我简直就像个加密货币广告。但其中我最大的收获，或者至少他说是最大的收获，就是我觉得散户还没有完全回归。
We were driving and he was asking me a few questions about crypto, and I just started verbally vomiting all over him about the crypto market and about, I mean, I was like just a commercial for crypto, but one of my biggest takeaways or at least he said was the biggest takeaway is that I don't think retail is fully back.
我觉得那种害怕错过的情绪还没有回来。
I don't think that that FOMO factors back.
我们，我们……
And we we...
我经常在节目里说，牛市开始的迹象就是那些底层开始……
I say this all the time on the rundown that we see the beginnings of a bull market is when the trenches start to get...
有点起火了。
Catch a little bit of fire.
因为就像那些在市场里待了很久的人，你知道，像我这样的，像乔这样的，像……
Because it's like people have been around for a while, you know, guys like me, guys like Joe, guy...
像我们这种一直在交易的人，就是想看到一点流动性，一点势头，但我们从来没离开过，你懂吧？
Guys that like are trading, and we just wanna see a little bit of liquidity, a little bit of momentum, but we never left, you know?
我们一直都在这里。
We're we've been here.
事情开始好转，你会看到那些小圈子开始活跃，更多投机性资产开始动起来，但散户还没真正进场。
Things start picking up, so you start to see like the trenches kept fire, more speculative assets get going, but retail hasn't really jumped in.
我觉得我们现在看到的就是这样，很多散户还没完全到位。
And I think that's that's what we're seeing right now is that a lot of retail isn't quite there yet.
我们还没有那种兴趣，怎么说呢，那种持续的兴趣，更别说历史高点了。
We don't have that interest, what's it called, interest, over time at, by any means, by all time highs.
我觉得这种情况会继续增加，这也是我看涨的原因，因为这只是开始阶段。
I think that's going to continue to increase, and that's what makes me bullish that this is just the beginning stages.
再说一次，这时候你就要开始关注了。
Again, this is when you wanna start paying attention.
你知道，如果你觉得自己晚了，这不是投资建议，但我真的觉得我们还不晚。
You know, if you feel like you're late, not financial advice, but I I do not think we're late.
我仍然认为，相对于我们未来的发展，我们现在还非常早，等到真正激动人心、让人狂热的时候，我觉得普通老百姓还没开始谈论比特币呢。
I still think we are massively early for where we're going and when it's gonna be exciting and it's gonna be euphoric because I don't think the regular person down there is talking about Bitcoin.
确实感觉负面情绪少了一些。
It does feel like it has less of a negative sentiment.
比如，周末见了一些朋友，他们以前通常会拿加密货币市场的状况来调侃我。
Like, saw some buddies over the weekend who would usually maybe give me a hard time about, like, where the crypto market is.
这次没人多说什么。
Nobody was really saying much.
他们只是说，嘿，我听说它……
You know, they were kind of just like, hey, I I heard it's...
可能回来了，但没人问起要买。
It might be coming back, but nobody was asking about buying.
他们没有那种散户的兴趣，但也没人完全泼冷水。
They didn't have that retail interest, but nobody was absolutely poo pooing on it either.
所以现在是真正要专注的时候，我准备好了，兄弟。
So this is the time to be really, really zeroed in, and I'm here for it, man.
现在是十月了。
October we are.
是的。
Yes.
我们有最后，我是说，一、二，让我看看，六加七，那就是十三。
We've got the last, I mean, one, two, let's see, six plus what another seven.
所以我们这里有大约十五年的数据。
So we got like fifteen years of data here.
平均是最后……
The average is the last...
过去几年的平均涨幅是18%，中位数是12%。
For the last years has been 18% upwards for the average and then the median's gonna be 12%.
所以我们会继续这样做。
So we'll keep doing this.
这是我们喜欢追踪的事情。
Something we love to track here.
显然，去年年底的情况对我们不太有利。
Obviously, last year towards the end of the year did not work out in our favor.
但是嘿，板上有很多绿色呢。
But hey, there's a lot of green on the board there.
然后如果你不兴奋的话……
And then if you weren't excite...
抱歉，请继续。
Sorry, go
我自己是因为想到了去年假期季的总结，当时你展示的那个梗，就是关于感恩节或圣诞晚餐下楼的那个。
myself because I was thinking about our rundowns last holiday season whenever there was that meme you were showing around that we were showing whenever it's like coming downstairs for like Thanksgiving or Christmas dinner.
太惨了。
Brutal.
就是……
It just...
我，我就是……
I I just...
那段时间真的太煎熬了，你知道的，我们正聊着自由落体的时候，还要去见家人。
It it was just such a brutal time, you know, seeing the family when we were just talking about Free falling.
自由落体。
Free falling.
然后就像……
And it was just like...
你知道，他们就会问，这什么时候才是个头啊？
You know, they're like, when's this gonna stop?
然后，我们其实不太忍心告诉他们，嘿，这会很难熬，但你知道，你当时发的那些表情包。
And, you know, we didn't really have the heart to tell them that, like, hey, it's gonna be a rough one, but, you know, there's just the memes you were pumping.
如果你还没关注Crypto 101播客的X账号，Tevo简直是表情包大神，我真的是，他们发的表情包能让我笑一整天。
And if you're not following the Crypto 101 podcast X Handle, Tevo is, like, one of the best memers I mean, they they literally get me laughing out loud half my day.
那些表情包帮我熬过了艰难的日子，就算在熊市里，你发的一些最棒的表情包，因为我们知道长期来看一切都会好起来的，所以还能苦中作乐。但我就是忍不住笑了，因为我想起了假期那会儿。
Gets me through that tough day, and there were some, even in a bear market, man, some of the best ones that you pump out because we can have a little bit of fun with it because we know long term everything's gonna be okay, But I I I just I just started laughing because I was thinking about this during holiday season.
就像下楼去见家人一样。
It's like coming down to see the family.
那确实很难熬。
It was tough.
我是说，去年十月我们本来以为会涨的。
I mean, everybody we thought we wanted October last year.
当时势头确实有可能出现那种冲顶行情，但你也知道，没人能确切知道会发生什么。
The momentum was there to to have that blow off top, which again, we we, you know, nobody nobody knows exactly what's gonna happen.
我们总说，如果有人告诉你他确切知道某个资产的价格会怎么走，那他就是在骗你。
We always say that as like, hey, if somebody tells you they know exactly what the price of any asset's gonna go, they're lying to you.
但去年年底确实有那种冲顶的架势，结果没发生。
But there was that setup for for a blow off top last year into the end of the year, and it didn't happen.
然后就导致了比特币和加密货币连续五个月的下跌，真正的熊市来了。
And then it led to, you know, one, two, three, four, five straight down months of Bitcoin and crypto and and a true bear market.
所以今年年底我们感受到了这种势头。
And so we we we feel the the momentum this year going into the end of the year.
虽然我们不会坐在这里说我们保证知道它会怎么走，但我觉得我们团队所有人都可以说，我们喜欢我们现在的位置，因为我们有那些储备资金，我们在低点买入了。
And as as much as we're not gonna sit here and say we guarantee where we know it's going, I think we can all on the team say we like our position, we like where we're at because again, we had that dry powder, we bought that dip.
如果你还不够兴奋，我们下周还得再提一次，因为我需要Brendan来画图。
And if you weren't excited enough, we're gonna have to mention this again next week as well because I need Brendan to chart it.
但如果你这周关注了Crypto 101的推特，有一条推文说，真正的OG Crypto 101推特粉丝知道前方有更光明的日子，更绿色的日子，因为Crypto Bagel。
But if you were following the crypto 101 Twitter this week, there was a tweet that went out that if if real OG crypto 101 Twitter followers know there's brighter days ahead, there's greener days ahead because crypto bagel.
上周末有个Crypto Bagel。
There was a crypto bagel, this past weekend.
我坐在那儿，做我的贝果，我看着它，心想，这真是个完美的贝果。
Was sitting there, I was making my bagel, and I I was looking at it and I was like, this is a perfect bagel.
培根完美，鸡蛋完美，调味料恰到好处，吐司也完美。
The bacon was perfect, the eggs were perfect, perfect amount of seasoning there, perfect toast.
然后我就想，天哪，再过几天就是十月了。
And then I was just like, man, in a couple days, it's it's October.
我就想，管他呢，Crypto Bagel。
And I just was like, you know, fuck it Crypto Bagel.
所以Cryptoberggle回来了。
So Cryptoberggle's back.
我会让布伦登把它标在图表上。
I'm gonna have Brendan put that on the chart.
上次我们这么做了，我记得比特币涨了20%多。上次我们把Cryptoberggle标在图表上之后。
So we did that last time and I think Bitcoin rallied like 20 plus percent last time we put Cryptoberggle on the chart.
所以我们得帮大家留意一下这个。
So we'll have to keep track of that for everybody else.
我们打开CoinMarketCap，看七天走势，你知道，即使是CoinMarketCap 20，看起来也挺平的，稍微有点下跌。
As we pull up coin market cap, the seven day, you know, even for the coin market cap 20, looking pretty flat, a little down here.
哦，Zcash在回调。
Oh, Zcash doing a little correction.
我觉得Quince，我们这周在节目里聊过，也回调了一点。
I think Quince, we talked about that on the show this week, took a little correction as well.
嗯，七天涨了150%，但最近几天有点回调。
Well, seven day up at one hundred fifty, but a little correction in the last couple days.
哦，Pump。
Oh, Pump.
有意思。
Fun.
我知道你把它记在单子上了，待会儿可以聊聊。
I know you have that on the sheet, something to talk about later.
所以，还是那种盘整阶段。
So again, it's that kind of like consolidation phase.
我们经历了爆发阶段。
We had our popcorn phase.
恐惧与贪婪指数是温和的69，不错。
The fear and greed index is a balmy 69, nice.
你知道，我们不制造数字，我们只是报道。
You know, we don't make the numbers, we just report them.
所以它一直停留在贪婪区间，就是一直贪婪。
And so it's been hanging in this greed, just hanging in greed.
我们还没到极度贪婪，还没出现那种冲顶，也没出现让所有人恐慌的快速抛售。
We haven't hit extreme greed, we haven't had that blow off top, we haven't had that quick sell off that panics everybody.
结束了吗？
Is it over?
是不是该回到中性状态了？
Is it over to bring us back to neutral?
在我们继续聊山寨币之前，Brian，你在CoinMarketCap的榜单上看到什么想说的吗？
So before we move on to the Altcoin specific stuff, anything you see on the board here of CoinMarketCap that you wanna touch on, Brian?
我觉得我们现在这个位置挺好的。
I mean, I just kind of like where we're at right now.
市场有点平淡。
We're a little bit flat.
总市值大概2.9万亿美元，感觉不太会往哪个方向剧烈波动。
Doesn't feel like it's going to move too violently in either direction with the total market caps like 2,900,000,000,000.
比特币的主导地位，我今天早上看到，大概在59%到60%左右。
Bitcoin dominance, I saw this morning, goes right around like 59, 60%.
所以我现在不会说山寨季来了，但确实看到更多山寨币在参与。
So that's why I'm not sitting here saying alt season is here, but we're definitely seeing more alts participate.
我们看到，但比特币仍然占据了这个市场的很大一部分。
We're seeing, but Bitcoin is still contributing to a huge percentage of this market.
我特别喜欢看到的情况是，比特币继续上涨，最终稳定下来，主导地位开始下降，那时候山寨币才真正开始活跃起来。
That setup I really like to see is when Bitcoin continues higher and eventually settles down, the dominance starts rolling over, and that's when things really start to get fun for alts.
我觉得现在这种情况已经开始有点苗头了。
And I feel like that's starting to to kind of, brew up a little bit here right now.
接下来是Arrow，这已经不仅仅是Arrow Drone和Velodrome的故事了，它变得更重要了。
Next up, Arrow, and this is becoming a much bigger story than just Arrow Drone and Velodrome.
所以他们正在合并代币。
So they're merging tokens.
Arrow和Velo基本上要合并成一个统一的协议，归在Arrow名下。
So Arrow and Velo are essentially becoming a unified protocol under Arrow.
Arrow将在10月21日在七条不同的链上推出。
Arrow launches October 21 across seven different chains.
包括Base、以太坊、Optimism、Arbitrum、Arc、Inc，甚至还有Robinhood Chain。
So it's gonna be Base, it's gonna be Ethereum, it's gonna be Optimism, Arbitrum, Arc, Inc, and then even Robinhood Chain.
最后那个真的引起了我的注意。
That last one is really what caught my attention.
说清楚一点，这不是Arrow在Robinhood的券商DApp上上市。
And to just make it clear, this isn't Arrow getting listed on Robinhood Broker DApp.
而是Arrow真正部署到Robinhood链上，而且我们知道Robinhood链最近表现非常火爆。
It's Arrow actually deploying onto Robinhood Chain, and we know Robinhood Chain's been absolutely fire recently.
然后还有Coinbase官方支持……
Then we've got Coinbase officially supporting...
11月初会进行代币迁移。
It's gonna be a token migration in early November.
现有的Arrow会一比一转换成新的Arrow，然后会在那边完成转换。
So existing Arrow converts one to one into the new Arrow, and then it's gonna convert it's gonna convert over there.
所以听起来在Coinbase上，它是会得到支持的。
So it does sound like on Coinbase, it's gonna be supported.
对我来说，更大的论点其实很简单。
To me, the bigger thesis here, it's pretty straightforward.
Aerodrome 一直是 Base 上最主要的流动性平台之一。
Airedrome has been one of the most dominant liquidity venues on base.
这个……
The...
而且我持有它，Velodrome 一直在 Optimism 上。
And I'm I'm a holder of it, and, Velodrome has been on optimism.
现在他们想把那个模式扩展成一个统一的流动性层，覆盖我刚才提到的七条链，这大大地……
Now they're trying to take that model and turn it into this unified liquidity layer across those seven chains I just mentioned, And that dramatically...
看涨的地方在于，这大大扩展了 Arrow 的舞台。
This is the bullish part about about it is it dramatically expands the playing field for Arrow.
而且上线时就有 Robinhood 参与，尤其是 Robinhood 在代币化资产方面做的那些事。
And it's getting Robinhood included at the launch, especially with everything Robinhood's doing around tokenized assets.
这绝对是我在关注的事情。
It's definitely something I'm watching.
我持有 Arrow。
I'm a holder of Arrow.
我一直在等他们迈出下一步，我不想说我很失望，但我等更大的动作已经等太久了。
I've been kinda waiting for them to make that next move, and I don't wanna say I've been disappointed, but I've been waiting for bigger moves for far too long now.
我觉得这是朝着正确方向迈出的一步。
I think this is the step in the right direction.
再说，当他们宣布那七条链的时候，看到罗宾汉链也在里面，让我对Arrow的长期前景相当看好。
And again, when they announced the seven different chains, seeing the Robinhood chain being included makes me pretty bullish where we're going with Arrow, from a longer term.
你知道，如果我们说的是Crypto Bagel，以及他当时说Crypto Bagel有多看好的时候，这完全是即兴发挥。
You know, if we're talking about the Crypto Bagel and whenever he was talking about the Crypto Bagel and how bullish that is, this is totally off the cuff.
我好奇麦香鸡什么时候回归，我确定如果你看这个节目有一阵子了，我其实问过ChatGPT，他们预测是十月底到十一月，这也是另一个原因。
I was curious when the McRib comes back and I'm sure if you've been watching the rundown for a while and I actually asked ChatGPT and they say late October into November is what they're predicting, that's another reason.
咱们再往金字塔上加一块砖，说说为什么事情可能会变得极其有趣。
Let's just throw another block onto the pyramid why things could get extremely interesting.
因为如果你知道那个麦香鸡，我们去年就试图推它，它大概看涨了一两周，然后我们就……
Because if you know that McRib, we were trying to push it last year and it it was bullish for like a week or two, and then we...
10月10日发生的那事太恶心了。
That that stuff that happened with 10/10 was too gross.
但我觉得这次，情况正在变得……
But I think this time, this is getting...
肋排会带我们回来的。
Rib Rib's gonna bring us back.
而且我喜欢这个布局。
And I love the setup.
确实。
I do.
加密十月，麦香肋排。
The Cryptober, the McRib.
我们让Arrow跨七条链。
We got Arrow going across seven different chains.
我觉得事情在好转。
I think things are picking up.
对兄弟们来说感觉不错。
It's feeling good for the boys.
对，而且Arrow马上要上线Robinhood了。
Yeah, and Arrow coming coming to Robinhood.
所以Arrow一直和上线交易所联系在一起，现在感觉它开始扩展了，可以说是展翅高飞了。
So Arrow was always synonymous with being on base, and just kind of now, seems to be spreading its wings, if you will.
我觉得它会表现得很好的，我们看到了，虽然我过去几天没怎么看，但它一直在稳步上涨，方向挺积极的。
I think it's gonna go go well and we've seen, I haven't looked at it over the past couple days, but it's been kind of grinding up in a pretty positive direction.
所以我真的很高兴看到那里的进展。
So I really love to see what's been happening there.
当然，你知道，这是一个你关注了很久的币，团队也发布了好几份报告，对大家来说一直是个不错的买入选择。
Definitely, know, a coin you've covered for a while and the team has put out multiple reports on and it's been been a good buy for everybody.
所以如果你有兴趣了解我们目前排名第一的币，在牛市进入十月、进入年底，随着牛市继续，请查看下面的链接。
And so if you're somebody that's interested in learning about our number one coin right now, the bull market heading into October, heading into the end of the year as this bull market continues, check the link below.
我们有我们的头号币报告。
We have our our number one coin report.
我觉得只要一美元，因为这是个特价。
I think it's just for a dollar because it's a it's a special.
所以去下面花一美元，就能拿到头号币种报告。
So go down there for $1, get the number one coin report.
顺便也看看我们其他的链接。
Check out our other links there as well.
Brian，今天你带来的关于Near的新闻是什么？
Brian, news around Near that you brought to the rundown today.
对，今天Near的价格是多少？
Yeah, what's Near price at today?
我觉得差不多是平的。
I think it's like kind of flat.
实际上涨了0.22%。
It's actually up 0.22%.
对，所以关于Near，我们有好的消息也有坏的消息。
Yeah, so we have some good news and bad news around Near.
我们先从坏消息说起吧。
So let's start with the bad news.
我这个人就是喜欢先讲坏消息。
I'm pretty much bad news first type of guy.
Near Intense 遭到了攻击，损失大约380万美元。这种事谁都不愿意听到。
Near Intense was hit by an exploit for roughly about $3,800,000 You never like to hear that.
问题出在 Omni 的存款和取款基础设施与智能合约里的 Near Intents 交互时出现了漏洞。
The issue involved, the Omni deposit withdrawal infrastructure interacting with like these near intents in the smart contracts.
团队表示他们已经修复了这个漏洞，并且会全额补偿受影响的用户。
The team says they patched the vulnerability and they're going to fully reimburse affected users.
还有一点很重要，这次不是 Near 区块链本身被黑，但这再次提醒我们，在使用桥接、跨链基础设施以及基于某些应用构建的应用时，确实存在风险，而且是层层风险。
Also important, this wasn't a near blockchain itself being hacked, but still another reminder that when you're using bridges and cross chain infrastructure and applications built on on certain applications that that there there can be a risk, layers of risk.
而更巧的是，Bitwise 全新的 Near ETF 几乎就在这之前推出，头两天就吸引了大约5000万美元的资金……
Now the crazing timing is is that Bitwise's brand new Near ETF launch basically right before that happened in its first two days brought in like 50,000,000 doll...
美元。
Dollars.
所以你看，华尔街刚刚表现出对 Near 的真实需求，几乎就在同一时间，生态系统却遭遇了攻击。
So you've got Wall Street showing legitimate demand for Near almost exactly the same time when the ecosystem suffered, you know, an exploit.
我确实觉得接下来几天的ETF资金流向会有点意思，想看看投资者怎么想，但就我个人而言，我对Near挺看好的，听到有漏洞攻击确实让人不爽，我们在Zcash上也见过这种情况，而且在我看来，Zcash那次的问题要严重得多。
I actually do think the next few days of the ETF flows might be a little interesting to see what investors think about it, but personally, I'm pretty bullish on near and you hate to hear about an exploit and we saw this with Zcash And the Zcash exploit was a much bigger issue in my opinion.
但我之所以这么想，而且让我更有信心的原因是，我觉得团队在第一个小时内就处理了这个问题。
But where I take this and what makes me feel even more confident is I I think the team addressed this, like, within the first hour.
我可能有点...
I could get...
可能有点偏差，但反应很快。
That could be a little off there, but fast.
他们全额赔付了。
They're fully reimbursing it.
这就是为什么我对Zcash特别兴奋的原因，他们自己发现了漏洞，自己解决了，他们没有像有些公司那样试图蒙混过关。
This is the reason I was like really excited about Zcash is that they found their exploit on their own, they addressed it, they they weren't like trying to pull the wool over our eyes like some companies would.
他们直接说，嘿，这是问题所在，这是发生了什么。
They were like, hey, this is the issue, this is what happens.
这层有风险，但我们会照顾好你。
This layer's a risk, but we're gonna take care of you.
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我们会修复它的。
We're gonna fix it.
而且他们确实很快就做到了，Near 也是这么做的。
And they did really quickly, and it's exactly what kind of Near did as well.
他们甚至修复得更快。
They've patched it even quicker.
我们非常开放和透明，很多……
We're very open and transparent a lot...
关于发生的事情，而且他们赔偿了所有人。
About what happened, and they reimbursed everyone.
他们正在赔偿所有人，金额超过……
They're reimbursing everyone over...
接近四百万美元。
Close to $4,000,000.
看看过去一小时的价格，我的意思是，24小时内我们下跌了大约1%，但过去一小时我们是上涨的。
And just looking at the price of the last hour, I mean, we're down like a percent on twenty four hours, and we're up on the last hour.
所以感觉市场并没有因此受到太大冲击。
So it doesn't feel like the market really is too shaken up by it.
说实话，我完全可以把这个说成是看涨的理由。
And I could really spin this for a bullish case, to be honest with you.
我知道你……
I know you you...
我们读到过漏洞事件，在加密货币里听到这个我很不喜欢，但我很喜欢项目方直面问题、不回避新闻的态度。
We read exploits, I hate to hear that in anything crypto, but I I love when projects address things and they don't hide from the news.
事情总会发生，你完全可以妥善处理，这反而能展现团队的实力。
I mean, stuff happens and you can definitely handle it the right way and it kinda shows off the team.
所以我自己倒没太被吓到，但这事我们肯定得提，毕竟我们聊Near聊得挺多的。
So, not too shaken up by it personally, but it's something that we obviously have to bring up because you know, we've talked about Near quite a bit.
对，而且有Bitwise这样的机构支持，这绝对是个看涨的信号，因为Bitwise确实做足了研究，团队也很棒，上过我们节目很多次了，希望以后还能多来。
Yeah, and then obviously being backed by a Bitwise with a fun there is definitely, you know, a check-in the bullish box because Bitwise certainly does the research, has an awesome team, has been on the program many many times and hopefully many more to come.
所以如果能再请他们来做个年末第四季度的更新，那会很有意思，Near肯定是个热门话题。
So it'd be interesting to get them on again for kind of a year end Q4 update and definitely near will definitely be a topic.
所以，这个值得关注。
So yeah, something to watch there.
再说一次，我们就是报道新闻，这是我们的工作。
Again, just kind of covering the news, which is what we do here.
不过，Near最近也涨得很猛。
But near, they were ripping too recently.
他们在漏洞事件之前一路飙升，我猜那件事让涨势冷却了，但他们确实涨了不少。
They were ripping higher going into the exploit, which I'm sure cooled it off, but they had quite the rip.
我是说，这是个不错的……
I mean, it's a good...
他们，他们Near很厉害。
They're they're near intense.
这是个不错的小项目。
It's a good little project.
界面很流畅。
It's a smooth interface.
我……
I...
我很喜欢他们正在做的事情。
I'm a fan of what they're doing.
我是说，当你在过去三十天或六十天里涨了200%或者更夸张的时候，说这种话总是很容易的。
I mean, it's always easy to say, like, when you're up, like, 200% or something ridiculous over the past, you know, thirty or sixty days.
当然，我们喜欢看到数字上涨，但纯粹从产品角度来看，他们正在打造……
Obviously, we like when the number goes up, but from a pure product standpoint, they're building...
他们带来的东西用起来真的很直观。
They're bringing something that's really intuitive to use.
显然，Bitwise 是他们的忠实粉丝。
Obviously, Bitwise is a big fan.
而且它……
And it...
我……
I...
再说一次，我对那个漏洞并不感到不安。
Again, I'm not shaken up over the exploit.
我喜欢他们完全承担责任的态度。
I like how they took full responsibility for it.
他们很快就修补了。
They patched it quickly.
他们正在赔偿用户。
They're reimbursing users.
这让我更有信心，而且这有点像我的……
Just makes me feel more confident, and it's kinda my...
这就像……
It's like a...
这就像……
It's like...
这和我对Zcash的看法差不多。
It's the same thesis I kinda had for Zcash.
所以接下来几天我可能会更仔细地看看Nero。
So I might take a little bit closer look at Nero over the next few days.
这就对了。
There we go.
大家肯定会关注的一个东西就是Robinhood上的永续合约。
Something the fellas are gonna be looking at for sure is perps on Robinhood.
给兄弟们更多永续合约。
More perps for the fellas.
哥们，Joe在这儿呢。
Day, Joe on here, dude.
他一直在Robinhood上玩永续合约和预测市场。
He's been like perping it up and prediction marking it up on Robinhood.
Robinhood把我兄弟推到了前面。
Robinhood's brought my guy to the front.
我知道。
I know.
我知道。
I know.
嘿，Robinhood一直在不断创新，不断推出新产品，以前人们得翻墙、想方设法才能找到合约交易，想玩杠杆，但那很危险，不是所有人都适合。
Hey, Robinhood just keeps innovating, keeps delivering products that, again in the past people were trying to find this and VPN ing and figuring out how to get perps and wanting to play in the pool of leverage, which again is dangerous, it's not for everybody.
我们得先说清楚，你得有知识，得知道自己在合约交易里做什么。
We definitely want to say that upfront is, hey, you need to be educated, you need to be know what you're doing in this in this perps pool, if you will.
但Robinhood现在把10倍杠杆的加密货币交易带到了美国散户市场。
But Robinhood is bringing 10x crypto trading to The US retail pool here.
哇。
Wow.
就像我刚才说的，这种产品以前主要在海外。
A product, again, like I just said, that lived mostly offshore.
永续合约是加密货币交易量最大的产品之一，但美国的规定长期以来限制了它的获取。
Perpetual futures are one of crypto's most traded products, but The US rules have long limited access.
现在Robinhood来了，比特币和以太坊支持10倍杠杆，其他币种支持3倍。
And here comes Robinhood, 10x leverage on Bitcoin and Ether and 3x on other coins.
哇，天哪。
Whoo, man.
你，你觉得怎么样？
Are you, how do you feel about this?
你兴奋吗？
You excited?
我觉得，我觉得有更多选择给交易者是很让人兴奋的，但是，你知道，会有很多人因为这个而彻底亏惨。
I feel like, I feel like it's exciting to have, you know, more options for traders, but I, you know, there's gonna be a lot of people that are gonna get absolutely wrecked by this.
对，肯定会有人亏惨。
Yeah, people are gonna get wrecked.
用杠杆一定要非常小心。
Be very careful with leverage.
我自己有时候也得管住自己，因为杠杆这东西，真的挺难的，但是比特币和以太坊10倍杠杆？
I've kind of had to slap my own hand every once in a while with the leverage bug because it can, I mean, it's tough, but Bitcoin and Ethereum 10x leverage?
还有SOL、瑞波、狗狗币、卡尔达诺、链链，甚至还有HYPE，都是3倍杠杆。
We got SOL, we got Ripple, we got Doge, we got Cardano, we got Chainlink, and interesting enough, even hype, with 3x leverage.
太好了，大家都去把比特币开10倍杠杆吧。
So great, everyone go to lever themselves 10x on Bitcoin.
如果你喜欢那种玩法的话。
If you like that sort of thing.
我觉得这里更大的要点是基础设施。
I think the bigger takeaway here is that the infrastructure.
Purpose期货是全球最大的产品之一。
Purpose futures is one of the biggest products globally.
Robinhood把这类产品放进了美国最主流的零售平台之一。
Robinhood's putting this type of product inside one of the most mainstream retailing platforms in America.
我们有股票、期权、期货、加密货币、预测市场，现在还有加密货币福利……
We got stocks, we got options, we got futures, we got cryptos, we got prediction markets, now we got crypto perks...
福利。
Perks.
这告诉我们什么呢？
So what's this tell us?
我认识一个人，他也很早就看好罗宾汉的股票。
I know a guy that was calling the hood stock early too.
他早就预见到了这一切。
He saw this happening.
他们确实很聪明，但这也正是我们一直希望罗宾汉能成为的样子……
Big brain, they they know of them, but this is exactly what we were kind of hoping Robinhood would be...
我们之前聊过的那个方向。
Was gonna be talking about.
他们感觉自己在变成那个全能应用，那个超级金融应用。
They feel like they're becoming that everything app, that super financial app.
而且这次……
And this...
他们这周刚举办了第一天的和第二天的峰会。
They had their day one and day two summit just this week.
我看了不少第一天的峰会内容，听了他们讲的东西。
I I watched over the day one summit quite a bit, about what they were talking about.
我觉得这个永续合约是个大事。
This perps was a huge deal, I thought.
然后他们真的...
Then they were real...
非常重视AI代理。
Really leaning into AI agents as well.
我们在峰会上聊了很多关于AI和AI代理的内容，以及AI如何代表未来。
So we talk a lot about AI on the summit and AI agents and how AI is the future.
我的意思是，Robinhood也这么认为。
I mean, Robinhood believes the same thing.
他们正在推行股票24小时交易。
They're moving twenty four seven trading with stocks.
他们现在就是首选平台。
They're they're like the go to, right now.
作为加密货币和Robinhood的超级粉丝，Tevo，你感觉怎么样？
As the super fan of Crypto one hundred one Robinhood fan base, Tevo, how are you feeling?
是的，我的意思是，这很令人兴奋。
Yeah, I mean, it's exciting.
我觉得，你知道，长期以来那些讨厌Robinhood的人基本上已经把它一笔勾销了，认为它不是一个金融应用，更像是一个赌博应用。不过，并不是说你不能去玩一些有趣的东西，但他们确实给了你工具。
I think that, you know, the haters of Robinhood for a long time have just kind of written them off as, I don't know, just not a financial, you know, app, just more of a gambling app and you know, not to say that you can't get down and get some action on some fun stuff, but they really give, they give you the tools.
就像《继父难当》里那句著名台词一样。
It's like that famous quote from Step Brothers.
就像，我得找份企业工作，租辆车。
It's like, I gotta, know, get a job in enterprise, rent a car.
他们给了你工作……
They give you the job...
让你自己当老板的工具。
The tools to be your own boss.
就像Robinhood给了你工具，让你成为自己的投资者。
It's like Robinhood gives you the tools to be your own, you know, investor.
而且我觉得你有点……
And I think you kinda...
这就像生活中的任何事情一样。
It's just like anything in life.
比如，你在过程中会学到一些艰难的教训。
Like, you you learn hard lessons along the way.
我觉得每个Robinhood用户，如果诚实的话，都会说，嘿，他们有时候会冒太大风险，但你知道，他们从中吸取了教训，继续前进，而且他们提供了很多很棒的投资方式，真的能帮助你学习。
I think every Robinhood user, if they were honest, would say like, hey, they got in over their skis at some point, but you know, they learned a lesson from it and kept going on and they just have so many awesome, you know, ways you can invest your money and it helps you really educate.
如果你想获得教育，他们也有，确保你做得对。
And if you want to get the education, they have that too to make sure that you're doing it the right way.
所以它只是一个……
So it is just a...
它更像是……
It's more...
他们总是遵循他们的座右铭。
They kind of always go by what their motto is.
就是人人可及，金融人人可及。
It's like access for all, Financial access for all.
他们推出的很多功能，比如24/7交易，以前只有大机构才能用，普通人根本用不上。
A lot of the stuff that they've been rolling out with like 20 fourseven trading was always been available to the big boys and it just wasn't available to you.
所以，这确实是个很大的劣势。
And so that's, you know, a huge, you know, disadvantage.
所以，如果你想要这些工具，就得承担起学习的责任，搞清楚自己在做什么。
And so, you know, if you want all the tools, you got to take the responsibility of the education and understand what you're doing.
永续合约绝对属于这一类。
And perps is definitely falls into that category.
但我觉得他们不是唯一一家。
But I don't think they're the only one.
我觉得Coinbase紧随其后。
I think Coinbase is right behind them.
Coinbase一直在加强与CFTC的关系。
Coinbase continues to build their relationship with the CFTC.
Brian Armstrong过去一年好像一直待在华盛顿，努力推动《清晰法案》。
Brian Armstrong seemingly has lived in Washington DC the last year trying to fight for the Clarity Act.
而且看起来Coinbase已经获得了批准，成立了Coinbase Clearing LLC，也就是他们自己的衍生品清算机构。
And it seems that Coinbase has got approval to be Coinbase Clearing LLC, its own derivatives clearing organization.
所以你看，他们一直在不断推出新产品。
So again, they keep building the products that they're offering.
这个消息有没有让你对他们接下来可能推出的新产品感到兴奋？
Does this news get you excited for any new products that they might have in the pipeline?
你觉得这会带来什么？
What do you see coming from this?
他们已经在扩展Perf's期货的访问权限了。
They've already been expanding Perf's Futures Access.
我稍微试了一下，他们说个股的永续合约也快来了。
I've experimented with that a little bit and they've said single stock single stock, perps are coming as well.
所以我觉得竞争真的变得很有意思了。
So I do think the competition's getting really interesting.
现在Robinhood和Coinbase的竞争，已经不只是股票经纪商对加密货币交易所了。
We got Robinhood versus Coinbase isn't just a stock broker versus a crypto exchange anymore.
两家公司都想要加密货币、股票、衍生品、代币化资产，最终还会有越来越多的市场全天候交易。
Both companies want crypto, stocks, derivatives, tokenized assets, and eventually more and more markets trading around the clock.
所以最大的收获是，加密货币交易所和传统券商之间的界限正在迅速消失，Robinhood和Coinbase感觉就像在这个领域里互相较劲。
So the biggest takeaway here is that the lines between a crypto exchange and a traditional brokerage are pretty much disappearing pretty quickly, and Robinhood and Coinbase feel like they're kind of wrestling around for this area.
我确实觉得有一天我会想，哦，Coinbase领先了，现在Robinhood又领先了。
I do feel like one day I'm like, oh, Coinbase is in the lead, and now Robinhood's in the lead.
我觉得两家都能非常成功。
I think both can be very successful.
这个领域需要竞争才能蓬勃发展，但看到这些界限这么快就模糊了，确实很有意思。
You need competition in the space to thrive, but it's interesting to see that these lines are blurring pretty quickly.
确实越来越模糊了。
It's definitely getting blurry.
他们还推出了一个新的购买……
And they also came out with a new a new buy...
这个平台即将迎来一次重大升级。
The binder's about to get a major upgrade.
所以就是
So it's
Coinbase 推出了一项和宝可梦相关的新功能。
a new feature with Pokemon coming out of Coinbase.
你可以在手机上开卡包。
You can rip packs on your phone.
每次抽卡都对应一张真实的实体卡，Brian。
Every pull backed by a real physical card, Brian.
你可以把它存起来。
You could vault it.
很快你还可以把它寄到 Coinbase。
You could ship it soon to Coinbase.
你兴奋吗？
You excited?
我们是不是刚好错过了宝可梦的热潮？
We did we just like miss the Pokemon craze?
就是……
Like...
是的。
Yes.
我只是……
I am just...
我挺震惊的
I was shocked
你居然会这样。
that you did.
你和乔……
You and Joe...
我是说，乔肯定在宝可梦实体卡牌这事儿上插了一手。
I mean, Joe has to have had some hands in the in the Pokemon real card jar.
因为我有些朋友，我之前在节目里也提过，在坦帕有一群朋友，他们会把卡包带到酒吧去开。
Because I have friends, I've talked about it on the show before about there's some friend group at Tampa like they bring they bring packs to like the bar.
他们就像发卡片一样发出去。
They like hand them out.
快速拆一包看看。
Prove a pack real quick.
我就想，什么？
I'm like, what?
这个，有个人，弗雷德·里奇，他买了些自动售货机。
This this, one guy for, Fred Richie's got like, he bought some vending machines.
他把这些机器放在酒吧里，里面放卡包。
He's putting them in bars with packs.
就像，我坐在这儿，你知道，我正想让他们买胖企鹅。
It's like, I'm sitting here being like, you know, I'm I'm trying to get them to buy Pudgy Penguin.
他们看我的眼神就像看疯子一样。
They look at me like I'm crazy.
现在角色反过来了。
Now now roles reverse.
他们都把卡包带到酒吧和餐厅里，我就想，哥们儿，你都三十了。
They're all bringing packs to to the bar and the restaurants, and I'm like, dude, you're 30.
你在干嘛呢？
What are you doing?
我挺怀念宝可梦热潮的，兄弟。
I miss the Pokemon craze, man.
我对宝可梦一无所知，只知道价格涨了，然后我就开始感兴趣了。
I don't know anything about Pokemon except the price goes up, and then I start to start to get interested.
我喜欢体育卡，而且我觉得各有所好吧。
And I like, like, sports cards and I just and I to reach their own.
我希望我能早点入坑，但你知道这确实很有意思，而且我觉得这股热潮不会消退。这有点像NFT世界，我觉得也能很成功，就是你在手机上数字开包，然后抽到对应的卡……
I wish I just I just wish I got in on it earlier but you know this is certainly interesting and I don't think the craze is going anywhere you and this was kind of like the NFT world that I think can be very successful as well is that you open a pack digitally on your phone, you you pull a corresponding get...
它对应一张实体卡，你可以把那张卡保管起来，或者选择把实体卡寄给你。
It connects to an actual physical card, you keep that card vaulted or potentially have that physical card shipped to you.
Coinbase甚至暗示了链上组件。
Coinbase even hinted at an on chain component.
所以这里有很多未知数。
So there's a lot of unknowns here.
我们还没有定价。
We don't have pricing.
我们不知道具体什么时候上线。
We don't know exactly when it launches.
我们不知道他们用的是什么区块链。
We don't know what blockchain they're using.
我猜是Base。
I'd imagine it's base.
而且我还没看到官方宝可梦授权的确认，但这种模式，这种实体收藏品的数字代表，让人们可以在数字世界交易和存储，这才是未来。
And I still haven't seen confirmation of official Pokemon licensing, but this model, this real world collectible digital representation that lets people trade and store digitally is the future.
这正是未来的发展方向。
This is exactly where things are gonna be going.
我觉得几年后回头看，就会……
I think we're gonna be looking a few years from now and it just...
我们在聊NFT的时候，经常拿卡片和Top Shot来打比方。
We've we've given this analogy when we talk about NFTs, like with cards and Top Shot all the time.
就像你在eBay上买张卡，他们给你寄实体卡，这系统真的很傻。
Like, it's such a silly system when you buy, like, a card on eBay and they ship you the physical.
有人可能收到实体卡，可能是真的，也可能不是，甚至买家可能因为自己手里有假卡，就给你寄个假的。
Someone could get the physical and it could be real, it might not be real, or even the person who buys it could be like, sent me a fake one because they have a fake one.
这里面有太多地方能让人骗你了。
There's just so many like areas where people could scam you out of it.
所以把它放到链上，存起来，交易和拆包都更方便，体验也更有趣，这完全说得通。
So it just makes sense to put this on chain, have it vaulted, the ease of trading and opening and making the experience more and more fun.
这就是未来，Coinbase会投入其中，我一点也不意外。
This is the future and it doesn't surprise me Coinbase is going going in on it.
最大的遗憾就是我们本来可以靠宝可梦大赚一笔的，天哪。
Just the biggest downside is that we could have just crushed it with the Pokemon, man.
结果我们却把那个机会搞砸了。
And we we we fumbled that ball.
我在泰国会议上遇到了埃里克·西弗斯基，他之前也参加过峰会，也上过播客。
I was at the Thai conference with Eric Siversky and he's been on the summits and and the pod before.
他跟我说……
And he was telling...
他对宝可梦特别着迷，当时在搞一个机器人，用来买卖和交易，然后他……
He's really into the Pokemon stuff and he was building like a bot to buy and sell and trade, and then he was...
那个机器人会去eBay上找标错价的卡，然后不是寄给他，而是直接寄到某个地方。
The bot would go on eBay to try to find mispriced cards, and then instead of sending it to him, he would have it sent to this.
好像特拉华州有家公司，像个保险库一样。
Apparently, there's this company in Delaware, like a vault.
你把卡寄过去，他们帮你保管，然后挂出来转卖。
You send it and they'll hold it for you and then list it for resale.
所以你想赚那个差价，然后选特拉华州是因为那里免税。
So you're trying to get that Delta and then you do it in Delaware because then it's tax free.
这样你买卖都不用交税。
So you're buying and selling tax free.
所以再说一次，未来正在到来，而且交易卡肯定不会消失，但你看，我猜NBA Top Shot，我们几个周期前搞过一波，后来就慢慢淡了。
So again, the the future is coming with, and trading cards I'm sure aren't going away, but yeah, you see, I guess NBA top shot, we had that run a couple cycles ago and then that kind of faded.
感觉就像是那种融合，我觉得这也是人们想要的，就是一点点真实，一点点链上，它们会融合在一起，这绝对是未来。
It's like, it feels like that merge of, I and think that's what people want too, is like a little bit of real and a little bit on chain, it's gonna kind of merge and that's the future for sure.
而且币也不会消失。
And mean coins aren't going anywhere either.
我们看到，你知道，Pudgy Penguin开始展翅了，Pepe也在动。
We saw, you know, Pudgy Penguin started to flap its wings and Pepe was moving.
你们有过一些不可思议的预测，动量赚钱者，因为特朗普看起来要举办第三次独家模因币活动。
You guys have had some unbelievable calls momentum moneymakers, as, as Trump looks to host a third exclusive meme coin event.
你知道，他已经办过几次了。
You know, he's a couple of these.
看起来还会有另一场晚宴。
Looks like there's gonna be another, another dinner.
你打算去参加吗？
Are you are you looking to attend?
我够不上那前185名注册投资者的资格，因为我没怎么持有特朗普的迷因币。
I don't I don't qualify for the top 185 registered investors because I don't hold much of any of the Trump meme coin.
但在11月22日，前29名会被邀请参加一个VIP晚宴。
But on November 22, with the top 29 getting invited to a VIP recession.
我觉得这里有意思的是，不管你的政治立场是什么，我们继续看到人们在尝试迷因币到底能给你带来什么。
I think the interesting part here is that separate from like whatever your politics are, we're continuing to see people experiment with what a meme coin can actually give you.
那就是准入资格、活动、体验和社区。
That's access, that's events, it's experience, it's communities.
这和迷因币的模式很不一样。
And it's very different model than the meme coin.
以前唯一的用处就是迷因好笑，价格涨上去。
Only utility is where the meme's funny price goes up.
现在我们看到，你可以和美国总统共进晚餐，或者你持有迷因币就能慢慢获得英伟达股票，你持有迷因币就能慢慢获得Zcash或VVV。
Now we're seeing, you know, you can have dinner with the president of The United States or you hold a meme coin and you get a slow drip of a Nvidia stock, you hold a meme coin and you get a slow drip of Zcash or VVV.
事情在变化。
Things are changing.
模因币不会消失。
Meme coins aren't going anywhere.
它们只是在进化。
They're just evolving.
但老唐纳德·特朗普，你得给他点赞。你知道，我原以为第一次晚宴后他会让所有人失望，但他不断为模因币持有者带来新的活动。
But good old Donald Trump, man, you gotta give him credit that, you know, I thought he was gonna get dust to everyone after that first dinner, but he just keeps coming to, coming to the coming to the table with another event for Meme Coin holders.
我想知道前85名特朗普模因币持有者是谁。
I would like to know the top 85, top Meme Coin Trump holders.
我想看看那份名单，以及他们具体的投资理念。
I would like to see the list and exactly their overall thesis there.
你知道，我觉得他就是爱特朗普。
You know, I think he just loves he just loves Trump.
他爱特朗普。
He loves Trump.
那是肯定的。
That's for sure.
他喜欢特朗普币。
He loves Trump token.
我们有一些Pump的消息。
We got some Pump.
有趣的消息。
Fun news.
我们有一阵子没聊Pump了。
We haven't talked about Pump.
确实有一阵子了。
Fun in a while.
我知道这让你兴奋起来了。
I know that gets your gears going.
对，兄弟。
Yeah, dude.
因为Altar开始有点动静了，而Pump继续拥有其他代币没有的东西，那就是背后那个惊人的收入引擎。
Because altar altar starting to move a little bit here and Pump continues to have one things that tokens don't have and it's a ridiculous revenue engine behind them.
具体看你在哪儿看数据，过去二十个小时，推文上怎么说来着？
Depending on exactly, where you where you're looking at it, we're talking about over the last twenty hours, what's the tweet say?
收入两百六十万。
2,600,000 in revenue.
我是说，这……
I mean, that...
这真是越来越离谱了。
This is this is getting absurd.
这让Pump排在了像Tether和Circle这样的大型稳定币业务后面，而且接近真正的代币化加密协议的前列。过去二十四小时大约有一百二十万，显示为与Pump回购相关的持有者收入。
That puts Pump behind massive stablecoin businesses like Tether and Circle and right near the top of actual tokenized crypto protocols and roughly 1,200,000 over the last twenty four hours are showing up as a holder revenue tied to pump buybacks.
这就是我一直反复提到的部分。
That's the part I always keep coming back to.
你可以整天争论模因币。
You can debate meme coins all day long.
你喜欢也好，讨厌也罢，但Pump……
You love them, you hate them, but Pump.
Fun 现在不再只是一个模因币的叙事了。
Fun isn't just a meme point narrative anymore.
它已经是一门真正的生意，每月能带来数千万美元的收入。
It's an actual business generating tens of millions of dollars in monthly revenue.
其中一部分活动就是回购代币。
A portion of that activity is buying back the token.
随着模因币市场持续升温，我觉得 Pump 仍然是整个领域里最值得关注的几个项目之一。
As the meme coin market continues to heat up, I think Pump continues to be one of the more interesting ones in the entire sector.
我们还聊过其他代币，比如 Stonk 平台，它经历了不少起起落落，基本上是在 Solana 上靠 Fun 火起来的，但你可以拿它和代币化股票或代币化资产比较一下。
There's even other tokens we've talked about, like the Stonk platform that's had its fair share of ups and downs that is essentially pumped off fun on Solana, but you compare it with tokenized stocks or tokenized assets.
我觉得它现在有点回落了，但上周有一阵子，他们每天的收入超过一百万美元。
I think it's gone down a little bit, but there was a run last week where they were making over $1,000,000 a day in revenue.
所以这……
So this is...
当市场开始火热时，这些卖铲子的玩法真的很有意思。
These picks and shovel plays when the market starts to heat up are really interesting.
Pump。
Pump.
Fun，我是说，那钱多得离谱。
Fun, I mean, it's just a silly amount of money.
他们赚的钱比整个加密领域大多数币都多。
They're making more money than most coins in the entire crypto sector.
所以，所有持有Pump的人，向你们致敬，而且这仍然是我看好的币。
So any pump holders out there, hats off and it's it's still a coin I'm I'm bullish on.
我喜欢。
I like it.
而且我喜欢，你知道，Pump的故事线，它在新闻里出现这么久了。
And I like the, you know, just the storyline of pump how it's been in the news for so long.
我记得他们做过那个视频，我们之前和Joe一起分析过。
And I remember that they did that video that we broke down with Joe at one time.
他们搞了个大公告视频，那视频特别迷幻，制作也很精良。
They like had that big announcement video and it was just so trippy and well produced.
Pump那边有个很有趣的团队和平台。
They got a fun team and a fun platform there over at Pump.
有趣。
Fun.
Brian，这真是个超棒的周五总结。
Just an absolutely awesome Friday rundown Brian.
在你走之前，我要考考你。
Before I let you go, I'm gonna put you on the spot.
我需要一个推荐。
I need a pick.
我需要给观众一个下注推荐。
I need a gambling pick for the people.
足球回来了。
Football's back.
显然，我们现在正热火朝天。
Clearly, we're in full swing here.
所以第一个月我让你先熟悉一下盘口，但现在第二个月了，我需要一个稳赢的选择。
And so I've given you the first month to get read the board, but now that now that's month two, I need I need an absolute winner.
上周我在我们的群里发了东北风暴的下盘，不懂的人说一下，足球里的上盘下盘，我们选了小分，因为东北那边有大风暴。
I gave out in our group chat last week, the nor'easter unders For any of those that don't know, over under in football, we took the under, the nor'easter unders because there's that big storm on the Northeast.
哦。
Oh.
嗨，克里斯。
Hi, Chris.
我用了一个AI模型来收集所有受天气影响的比赛，然后我们全买了小分。
I used I used an AI model to gather all the games that gonna are be affected by the weather, and we took the under and all of them.
我们赢了四场输了两场。
We own four and two.
美洲虎对孟加拉虎那场比赛的盘口是多少？
What's, what's the over under in the Jags Bengals game?
因为感觉那场会打到……
Because that feels like that, that's gonna go to
现在是51.5。
51 and a half right now.
哦，那个0.5分真是要命。
Oh, that half is a killer.
我可能会……
I'd probably...
我是说，谁……
I mean, who...
这个盘口很热门，也很恶心，因为是51.5，但我想……
It's very chalky and it's very gross because it's 51 and a half, but I I would like...
如果我在玩每日幻想体育，或者我有幻想球员，我会把所有孟加拉虎和美洲虎的球员都放进去。
If I'm playing, like, daily fantasy sports or I got fantasy players, I'm I'm putting every Bengal and Jaguars I can go in.
那只是……
That just...
只是看看赛程表。
Just looking at the slate.
我现在连盘口都没看。
I'm not even looking at the lines right now.
我……
I...
你知道，如果让我选的话，我是钢人队的铁杆粉丝。
You know, the the pick I would have given, I'm a big Steelers fan.
我可能会选布朗队，因为钢人队在克利夫兰从来没赢过，而且他们周四晚上的表现特别差。
I would've probably picked the Browns because the Steelers can't win in Cleveland ever, and they play horrible on Thursday nights.
所以……
So...
周四晚上已经输了九场了。
Had nine on Thursday nights.
哦，现在十场了。
Oh, and 10 now.
我没那个胆量去选……
I didn't have the stones to pick on my...
我刚才就坐在那儿。
I was just sitting there.
我选了。
I did.
选了布朗队。
Took the Browns.
我本来想……
I was gonna...
别这样，Aaron。
Come on, Aaron.
你行的。
You got it.
你行的，兄弟。
You got it, boy.
就像我儿子问我为什么钢人队不行，我就说，你别提这个了。
Like, son's asking me why the Steelers aren't any good, and I'm like, you'd stop talking about that.
不过，是的。
But, yeah.
嘿。
Hey.
爱国者对比尔那场比赛的盘口是多少？
What's the line in the Patriots Bills game?
我不知道。
I don't know.
我当时……
I was...
我觉得，我觉得是七分。
I think I think it's seven.
而且我……
And I'm...
我……
I...
现在大家都看衰爱国者队。
The people are down on the Pats right now.
他们现在特别看好比尔队。
They are in their high on the Bills.
那算是冷门玩法。
That would be kind of the underdog play.
那场比赛我喜欢大分，但我想跳出常规思路想想。
I like the over in that game, but I'm trying to think a little outside of the box.
爱国者队受让七分，如果能拿到受让七分半的话，我会觉得很有意思，因为大家都在说
That pats plus seven, if you can get the hook plus seven and a half would be really interesting to me because people are saying
不过那些都是好选择。
like great plays though.
就像那样。
Like that.
那这周也在我的清单上。
That was on my list this week.
各位，我这周就是看好冷门队。
I'm an underdog week guys.
就是那种不被看好的队伍。
It's a dog.
这周冷门队会跑得很快，因为就像你刚说的，有很多这样的队伍。
The dogs are gonna run fast this week because you have a lot of teams like you just said.
感觉这个月大家反应有点过度。
It's like it's an overreaction month.
第一个月，这些队伍就要赢超级碗了。
Month one, these teams are gonna win the Super Bowl.
他们看起来特别火热。
They look super hot.
我会选爱国者队加七分。
I would take the Patriots plus seven.
我喜欢海鹰队对闪电队那场。
I like the Seahawks Chargers.
他们又在吹捧海鹰队了。
They're crowning the Seahawks again.
闪电队嘛，你知道的，他们就是在贬低赫伯特。
The Chargers can't, you know, they're just trashing Herbert.
所以我们打算接受闪电队加七分，他们得证明点什么。
So we're gonna take the plus seven on the Chargers, something to prove there.
然后还有达拉斯对阵德州人，德州人让三分，牛仔队加三分。
And then we got Dallas at the Texans, minus three for the Texans, plus three for the Cowboys.
基本上主场优势值三分。
Basically the road is worth three points.
他们基本上把这看作是一场势均力敌的比赛。
They're basically calling that a pick them.
牛仔队最近打得不错。
The Cowboys have played well.
他们只是最近让机会溜走了。
They just let it slip through their fingers recently.
我觉得牛仔队直接加一分三十。
I think the Cowboys straight up plus one thirty.
这基本上就是一场势均力敌的比赛。
It's basically a pick them game.
你可以选择
You can take
加一分三十，一注加一分三十。
the plus one thirty, one unit on plus one thirty.
给我两注牛仔队加三分。
Give me two units on the plus three for the Cowboys.
这是我本周的赌注，牛仔队。
That's my bet of the week Cowboys.
我挺喜欢这个的，兄弟。
I kinda like that, man.
他们现在还有乔伊·波特二世呢。
They got Joey Porter junior now too.
他们几乎没花什么代价就从钢人队把他弄来了。
They just stole him for, pretty much nothing from the Steelers.
他们的防守太差了，但我觉得达克好像只扔了一个抄截什么的。
Their defense is so bad, but I think I think Dak's only thrown, like, one interception or something.
他……
He...
挺让人意外的，你知道，哦，我喜欢这个。
It's surprising that, you know, oh, I like that.
达拉斯……
Dallas...
我也喜欢你这个冷门选择。
I like the underdog call for you too.
所以我们看好爱国者。
So we like the Pats.
你知道，你知道一个职业……
You know you know a pro...
你想让我来个小赌注吗？
You want me to into a little prop bet?
我想下注的一个玩法是，回到爱国者对阵布法罗那场比赛，我有点看好乔什·艾伦冲球超过30码。
A prop bet I would like, I'm going back to the well of the Patriots Buffalo game, is I kinda like Josh Allen over that 30 yards rushing.
赛季初他有点跑球，我觉得那场比赛至少会非常胶着，或者他们会落后，然后他会靠冲球争取码数。
Early in the season, he's running the ball a little bit, I think that game's gonna be really competitive at least, or they'll be down, and he'll be scrambling for yards.
我可能会重注这个。
I'm gonna probably hammer that.
我记下来，免得忘了。
I'm writing it down, so I don't forget.
这周我喜欢那些让分盘。
I like I like the I like the points this week.
所有盘口的让分都感觉不错。
The points feel good all over the board everywhere.
但就这些了。
But that's all.
我们会记下这些的。
We'll keep track of those.
下周五我们会回来，也许汇报一下我们的表现，然后在每周五节目结束时再给大家一些预测，因为这样挺有意思的。
We'll come back next Friday and maybe report back on how we did and give some more pics at the end of show on Fridays because it's fun.
我们喜欢这么做。
We like to do it.
希望你们喜欢。
Hopefully, you guys enjoyed.
非常感谢大家的收听。
Thank you guys so much for listening.
祝你们周末愉快。
I hope you have a great weekend.
再次提醒一下，记得查看下方的链接。
Again, one last call to check the links below.
如果你在YouTube上，给我们点个赞吧。
If you're on YouTube, give us a like.
抱歉刚才出了点技术问题，我们下周见。
Sorry for the technical difficulties, and we'll see you next week.
好了，各位，今天就到这里。
But that's all for now, everybody.
拜拜。
Bye bye.
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