Crypto Rundown: Clarity Act Update: Did Banks or Crypto Win & What It Means for Bitcoin

Coinbase的股价倒是跳了一下，但没多久就迅速回落了。

And the stock popped for Coinbase, but then it quietly, not quietly, it quickly reversed.

趁着我还在说这事儿，咱们现在就看一下吧。

Let's just pull it up now while I'm on this rant.

我觉得这挺有意思的，因为市场现在大概跌了3%左右。

Because I do think it's interesting because I think the market, yeah, it's it's about down 3%.

所以今天一天，市场就来回波动了7%。

So it's like a 7% swing today to the downside.

我觉得市场是在试探，Coinbase的未来到底在哪。

And I think the market's trying to sniff out like what is the future for coin base?

毕竟以前，它是加密货币和山寨币里最大的护城河。

Because obviously they used to be the biggest moat of crypto and altcoins.

但现在不一样了，Robinhood、Gemini、Kraken，随便哪家都跟它竞争。

That's not the case anymore with Robinhood, Gemini, Kraken, you name it.

然后他们又说，哦，我们现在转做博彩市场了。

And then they come, they're like, oh, now we're doing betting markets.

我们来聊聊股票。

We'll do stocks.

他们搞了各种永续合约，简直想复制Robinhood的路子，不过我们之前已经聊过他们推出这些产品的时候了。

We have perpetuals on all sorts like they're almost trying to do the Robinhood, but we kind of covered that when they're launching all that.

现在市场在消化裁员的消息，想看看这会对他们的收入产生什么影响，挺有意思的。

So it's interesting to see the market discount the cut of jobs to maybe compare like what their revenues will be.

我提这个，是想抛个球给你，Brian，这问题可没在提纲上。

And I bring this up to toss it back to you, Brian, a little volleyball lob of a question that's not on the sheet.

我看《清晰法案》里，倒是看到了不少创新的可能。

I see for the Clarity Act, I see roads of innovation.

你得开发出能主动利用用户稳定币或加密货币的产品，然后给用户返利。

You're gonna have to come up with products that use people's stablecoins or use people's cryptos in an active way to then give them rewards.

我觉得Coinbase恰恰是最有潜力做出这种东西的公司。

And I think that Coinbase is one of the companies that would be situated perfectly to be able to come up with something like that.

但我还没仔细研究过《清晰法案》的细节，说不上多懂。

And I'm not smart enough to I haven't read the fine print yet of this Clarity Act.

但我刚想到这个，就在想，那到底会是什么样的产品呢？

But when I was just thinking of this, I'm like, well, what could be that product?

怎么才能让稳定币保持活跃，而不是躺在那儿当存款？怎么才能让它们真正派上用场？

What could keep what could qualify as stablecoins keeping them active to not be deposits, what could qualify them in an active role.

我想到现在好多公司都在推自己的信用卡。

And I thought of all these companies launching their credit cards.

而且说实话，这方面的细节我也不太清楚。

And so is and again, we I don't know this.

我不是在下定论，但有没有可能把加密货币信用卡和活跃存款结合起来？

I'm not saying this as a fact, but is there a way to tie in the coin based credit card?

比如Robinhood的信用卡？

The Robinhood credit card?

或者Gemini的信用卡？

The Gemini credit card?

能不能让这些卡和持续还款的机制挂钩，让资金一直动起来？

Is there a way to tie that into active deposits where you're constantly paying off the bill?

或者可能是信用卡和借记账户的结合，买东西时能即时转账稳定币。

Or maybe it's some type of mix between a credit card and a debit account, and it's an instant, you know, an instant transfer of stablecoins when you're buying things.

正因为如此，你能立刻拿到奖励。

But because of that, you're getting reward more instant rewards.

所以这些1%、2%、3%、4%的返现，说不定还能再提高。

So maybe these two, three, 4% rewards could I don't know.

我只是随便提一提。

I'm just throwing it out there.

如果你当借记卡用，返现能涨到6%、7%、8%吗？

Could they jump to six, seven, eight if you're using it as a debit card and you're getting like 6% off purchases?

我不确定。

I don't know.

就是个想法。

Just an idea.

我觉得这正是《清晰法案》在推动的——只要你活跃使用，就能获得更多奖励。

Because I think that's what the Clarity Act is opening up, innovation for more rewards if you're active.

是的。

Yeah.

你说得太准了，Tivo。

You you nailed it, Tivo.

这简直像个空中接力，我直接扣篮得分。

And what an alley oop because I'm slamming that down.

就连我的Gemini卡片，最近在App里也新增了一个选项，可以直接用我现有的加密货币来还账。

Even my Gemini card now just recently on the app, it has an option where I could pay the bill with my current crypto holdings.

所以后台肯定有个机制，能把我的比特币或者以太坊自动兑换成稳定币，帮你处理信用卡账单。

So there's some sort of, you know, back end UI there that, you know, converts, you know, my Bitcoin or Ethereum over and takes care of my credit card, probably into some stablecoins.

我觉得你提到的这些，全都有可能实现。

So I think everything you said is certainly on the table.

我觉得就连像质押这种简单的事情，也完全在考虑范围内。

I think that just like, something as simple as staking is on the table.

说到布赖恩·阿姆斯特朗裁掉14%员工的事，说实话，谁都不希望有人丢掉工作。

And I guess to go back to this whole Brian Armstrong and cutting, 14% of the workforce, I mean, nobody wants anybody to lose their job.

我可是最看重人的那一个。

I'm like the number one people.

我希望更多人能有工作。

I want more jobs for people.

我希望人们能有安全感，敢于创新，去建设，而不是每天只想着按时上班打卡。

I want people to feel secure and think outside of the box and build instead of, you know, just, you know, bringing the lunch pail to work.

Coinbase 做得不错，但就在我们开始聊之前，我就说过，他们有五千多名员工，人真的太多了，也许当时真需要那么多人。

And Coinbase has done a great job, but they did have about, I said this before we jumped on, 5,000 employees, just a ton of employees, and maybe they needed all those employees.

所以他们裁掉了七百人。

So they cut 700.

但要是跟其他一些特别有意思的企业比，这就很能说明问题了，比如 Hyperliquid，赚得盆满钵满，却只有二十个员工。

But when you compare it to some other very interesting companies out there, now it's this is this is an apples to apples, but Hyperliquid, for instance, which makes a boat ton of money, has 20 employees.

他们一直保持精简，但收入却非常高。

So they've definitely kept it lean over there, and they're making a lot of money.

所以我对裁掉14%的员工这事，并不觉得有什么大不了的。

So I don't I'm not, like, alarmed by this cutting the workforce of 14%.

看到这种情况我确实挺遗憾的，但他们也在努力转向更原生的AI架构和基础设施。

I hate to see this happen, but they're also trying to get into more AI native structure and infrastructure.

我觉得人工智能和加密货币是天生一对。

I think the AI world and crypto go together.

布莱恩·阿姆斯特朗就是那种明确说过，未来会有更多AI代理用加密货币交易，而不是人类亲自操作的人。

I Brian Armstrong's one of those clear people who have said there's gonna be more AI agents transacting with crypto than humans.

我觉得稳定币、AI和智能代理这些结合在一起，会打开无数新的方式，让我们赚取收益、更好地利用稳定币。

I think stablecoins and AI and agents and all of that is gonna open up all these new avenues of how we can earn yield, how we can utilize these stablecoins.

这真是个令人兴奋的时代。

It's just a really exciting time.

如果我们因为《清晰法案》而限制这些奖励，其实是在拖慢创新的步伐。

And I think if we hold these rewards back from the Clarity Act, we're holding back innovation.

所以我们应该给这些公司机会去创新，因为别人迟早会做。

So we wanna give an opportunity for all these companies to innovate because somebody else is gonna do it.

别的国家，别人迟早会做。

Another country, somebody else is gonna do it.

他们会抓住这个机会的。

They're gonna capitalize on it.

所以我们始终得往前走。

So we always wanna keep moving forward.

我很期待看到这一切如何发展，你提到信用卡这个点非常好，稳定币的创意空间简直无限——尤其是能赚取高额收益，这肯定会非常吸引人。

So I'm excited to see how it all shakes out, and you make a great point with the credit card and just the sky's the limit how creative you can get with these stablecoins and obviously earning massive yield, which is gonna be attractive.

我理解银行的角度，但我觉得现在是时候支持一些创新者了。

And I get to get banks point of view, but I think it's time to kind of like support some people.

对。

Yeah.

我很想参与一个创意小组，专门想些点子，毕竟你做生意肯定要最大化收益，但也许——当然我可能完全想错了，不一定适用——关键是得主动参与。

I would love to be in a think tank of like creative ideas to give to obviously the whole, you're running a business, you have to make the most revenue, but like if and maybe maybe again, I'm completely wrong and that wouldn't qualify, but it's like be active.

那我们怎么才能想出办法，让这些存款保持活跃呢？

So how can we come up with ideas to keep these deposits active?

挺有意思的，比如可以根据你用这张卡消费的金额来分等级。

It would be interesting to like you could tier how much like the more money you spend with this card.

他们通过处理费赚钱，每个月根据你的消费等级给你对应数量的稳定币。

So they're earning money processing fees, gets you certain level tiered of stablecoins each month.

你这一周花到这个数目，就能赚到这么多。

And it's like you spend this much a week, you earn this.

你这个月花到这个数目，就能赚到这么多。

If you spend this much a month, you earn this.

说实话，我也不太确定。

And and it's like, I don't know.

这本质上跟信用卡几十年来一直在做的没啥区别——通过游戏化的方式让你多花钱。

It's like it's it's basically the same thing as credit cards have done seemingly forever is gamify it to try to get you to spend more.

我不是在鼓励超支，但如果你的项目够吸引人，大家自然会把大部分消费都用这张卡。

But and, know, I I'm not advocating for outrageous spending that you can't have, but then maybe if you offer the best program, you know, you use that one card for the majority of your spending.

这个思路挺有意思的，我们肯定得好好聊聊。

So could be interesting, something we're definitely gonna cover here.

不过说到底，关键还是这件事正在往前走。

But again, I think the name of the game is this seems to be moving forward.

如果我们今天星期天给《清晰法案》再加点甜头的话。

If we're putting a cherry on top of the Clarity Act Sunday here.

往后看，这项法案似乎得到了两党的共同支持，有望顺利通过。

Moving forward, looks like this is bipartisan support to get done.

银行方面如愿以偿，拿到了他们想要的任命权。

The banks are getting what they want to appoint.

加密行业也如愿以偿，感觉这场谈判挺平衡，双方都觉得自己还能争取更多，但也都满意了。

The crypto industry is getting what they want to appoint feels like a good negotiation in a way everybody's leaving the table wishing they got more.

但我相信创新的大门已经打开，接下来就看会冒出哪些新产品了。

But also I do believe that Lane of Innovation is open And then it'll be interesting to see what products come out of that.

而且我觉得，对于整个加密领域和比特币来说，这正是我们期待的绿灯——让加密技术真正以美国为起点，走向全球。

And then I also think that for Crypto as a whole and Bitcoin, know, I think this is what we hope for a green light to really, really continue the transformation of of crypto to the to be an America first, but also crypto to the world.

当我们查看币圈市值、继续往前看的时候，有一件事立刻引起了我的注意。

As we pull up coin market cap and transition on, something that popped out immediately.

你看看这个。

Look at this.

正好五五开，就在正中间。

Fifty fifty smack dab in the middle.

我们这就到了，伙计。

We're here, baby.

上个月我们还处在极度恐惧中呢。

Last month, we were Oh, boys, we were extreme fear.

别忘了2月6号那天，跌到了8。

Don't forget February 6 down at an eight.

个位数。

Single digits.

个位数。

Single digits.

现在我们已经到了50了。

Now we're we're at the 50.

这个我们待会儿再细说，不过很明显，我们看到比特币已经动起来了。

We'll actually cover this later, but I mean, there's some obviously we saw Bitcoin moving.

这步走得很漂亮，七天涨了百分之七。

Nice move here, seven days, 7%.

很明显，就算我们拉高一点，这个月也涨了百分之二十，表现相当扎实。

Obviously a solid even if we pull it up solid what month, you know, 20% on the month.

这样的表现，谁会不喜欢呢？

You don't hate that at all.

山寨币也稍微动起来了。

Altcoins are moving a little bit.

我们稍后在节目中会详细聊一聊这些。

We'll cover some of that later in the show.

感觉现在就是五五开，谁也说不准。

And, yeah, it feels it feels fifty fifty.

我不害怕。

I'm not scared.

我也不兴奋。

I'm not euphoric.

我五十岁了。

I'm 50.

我也是五五开，布莱恩。

I'm fifty fifty, Brian.

感觉有点被忽视了。

It almost feels like it's going under noticed a little bit.

对吧？

Right?

人们在推特上讨论的是加密货币股票。

Like, people are talking about, like, crypto stocks on Twitter.

现在全世界有这么多事发生，却很少有人为比特币突破八万美元欢呼。

Like, there's less, like, celebration of, like, us hitting $80,000 in with a lot of things going on in the world right now.

所以，再说一遍，这不是投资建议，但我认为还会继续上涨。

So, again, not financial advice, but I think we go higher.

我也这么觉得。

I do.

我觉得还会继续上涨。

I I think we go higher.

我目前不会开任何多单，但我觉得我们会上涨，只是持谨慎乐观态度。

I'm not opening any longs or anything along those lines, but I am cautiously optimistic that we're going higher.

我希望我们能收在84以上。

I'd like to see us close above 84.

我很期待看到价格突破90，那时候大家肯定会疯狂追涨，因为我们离历史高点已经不远了，可这事却没人关注。

I love And then I think when we see a nine in front of it, when we see 90, there's gonna be some real FOMO with people because we're not gonna be that far off of all time highs, and this is all going under notice.

之前那些散户短线买家都离场了，聪明钱却在悄悄进场，价格就这么慢慢爬升。

We had all those retail short term buyers sell out, got smart money piling in, and we're just grinding up.

图表看起来很棒。

The chart looks great.

感觉还不错。

Things feel pretty good.

我现在做的任何技术分析我都喜欢。

I love whatever TA we're doing right now.

我完全投入进去了。

It's, I'm I'm into it.

好的。

Alright.

下面这个是下降三角形吗？

Is that a descending triangle to the lower end?

这到底是什么情况？

Is that, what what are we looking at here?

这是第一次出现在中间位置。

This is this is the first ever in the middle here.

你看这里，这是史上第一次‘Dudes Rock’。

You see here, it's the first ever Dudes Rock.

我们要冲上天了，兄弟。

It's the we're going to the moon, dude.

不对。

No.

我只是觉得，这其实正是我想从布兰登和亨特那里学的东西，亨特周五会来节目做客。

I just I think, this is kinda what I was trying to learn from Brendan and Hunter, who Hunter is gonna be on the show on Friday.

所以周五别忘了准时收看，和布莱斯、亨特一起互动，我们还会做一些技术分析。

So make sure you tune in on Friday live with Bryce and Hunter to meet Hunter and we'll do some TA.

我之前说痛苦交易在更高位置时，其实挺看好这里的支持位。

But I was kinda when I was saying the pain trade was higher, I like this support here.

我喜欢60这个位置。

I like the 60s.

我确实这么想。

I did.

我真的这么觉得。

I really did.

当价格在这里围绕60上下波动时，我就觉得，就像我们在节目里说的，痛苦交易应该在更高位。

And I thought when we were bouncing around the 60s down here, I thought the pain trade was higher as we said on the show.

如果你每周都坚持听我们的节目，这个判断简直太准了，非常感谢你的支持。

Another great call if you listen to these episodes week in and week out with us, we really appreciate it.

但你明明说痛苦区在更高位置，现在我们却在这儿。

But you got the pain trade is higher and here we are.

我们正在80多点位来回拉锯，我觉得这里可能会先冲一把到90，然后盘整一下。

We're dancing in the 80s and I I think I think you could have that first breakout to 90 here and then you consolidate.

从那之后我不觉得痛苦区会再抬高，但我还是觉得，市场会恐慌。

And then I wouldn't say the pain trades higher from there, but I still think, I think there's the panic.

比如看到比特币到了85、86，我觉得很多人会恐慌性抄底，冲进90区间。

Like if you see Bitcoin at 85, 86, I think there's panic buying to get into the nineties.

而且我觉得，就在这里，大概率还会再盘整一轮。

And then I do think, again, right here, you probably consolidate in here again.

我觉得我们不太可能一下子冲到110万美元——这点我们之前也说过，就你和我，但我觉得这里可能会突然来一波疯涨。当然，这不是理财建议，咱们就是朋友聊聊天，但我的钱是押在能冲到接近90的。

I don't think, and we said this, me and you specifically, I don't think we're rocketing back up to $1.10, but I I think you could get a crazy little pop here into the and not personal financial advice, we're just friends talking crypto here, but like I do my money's on us getting up into close to the nineties there.

然后还得再盘整一阵子，才会考虑下一波上涨，这得看宏观情况了。

And then consolidating again before you'd make that jump back up, depending on macro and whatnot.

但我总觉得，我们迟早会突破这个区间，冲上90，这正是我一直在关注的。

But I just I think we kinda break out of this eventually and get up into the nineties is something that I'm trying to watch.

我觉得比特币现在就想在八十多美元附近徘徊。

I think Bitcoin wants to dance in the eighties.

周五我就跟布伦丹这么说过。

That's what I I told Brendan that on Friday.

我说：比特币是不是就想在八十多美元跳舞？还是我太主观了？

Was like, I think Bitcoin wants to dance in the eighties or am I biased?

他同意我的看法。

And he he agreed.

他认为现在进场，风险回报比正好适合我们在这区间里折腾。

He thinks the risk reward is is to get us dancing in the eighties here.

布伦丹当然是史上最厉害的。

I mean, Brendan is obviously the greatest of all time.

亨特也是个狠角色，人人都该听听他的观点。

Hunter's an absolute stud, so everyone needs a tune.

我也会进场的。

I'm gonna be in there.

周五我肯定会去那个聊天室，稍微调侃他一下。

I'm gonna be in that chat on Friday chirping him a little bit.

我特别期待，因为他们会用技术分析把这事讲得特别透彻。

I'm excited for that because they're gonna break it down such a great way with TA.

但蒂沃刚才说的，我觉得跟我自己的想法完全一致。

But what Tivo just presented there, I think, is exactly where I'm I'm going as well.

我觉得咱们确实已经在八十年代的节奏里跳起来了。

I I think we I think we danced in the eighties.

我喜欢这个说法。

I love that.

我特别喜欢这个词。

I love that term.

我觉得现在有点恐慌性买入，要是比特币很快冲到九万，我一点都不意外。

I think there's a little bit of a panic buy, and I would not be surprised if we see a nine in front of Bitcoin sooner rather than later.

我对未来的走势特别期待。

I'm excited for where we're going.

我觉得这是我看过的最棒的TA分析之一了，因为它意味着只涨不跌，我真的很期待。

I think that was one of the best TA breakdowns that I've seen in a long time because it means up only, and I'm excited for it.

我们马上就能给布兰登和亨特一些确认了，但眼下比特币的世界感觉特别好。

We'll we'll get a little bit of confirmation for Brendan and Hunter, but things feel really good right now in the world of Bitcoin.

我想这事儿没写在表上。

I I guess it's not on the sheet.

我们根本没提前准备，但现在得让你现场发挥一下了。

We didn't prep this at all, but I'm gonna put you on the spot.

你对山寨币市场怎么看？

What are your thoughts for, like the altcoin market?

如果比特币继续这么强势上涨，你觉得山寨币是继续震荡，还是会慢慢下跌？

If Bitcoin keeps pushing like it is, do you think altcoins kind of just still chop around or bleed a little bit?

你有想过这个问题吗？

Have you even thought about it?

我当然想过。

Of course I've thought about it.

我的意思是，我们每次都会聊到Pudgy Penguin

I mean, we talk about Pudgy Penguin every single

你看过那个了吗？

Have you seen that?

我们买Pudgy吗？

Are we buying Pudgy?

你说什么？

What

你在说什么啊？

are you talking about bro?

我们这波赚大了。

We're killing it.

它已经涨了快50%了，

It's up like 50% on the

不是，是这个月涨了50%。

No, 50% on the month.

我记不清我们当时怎么叫的了，但感觉上得有点闭环才行。

I forget what we called it out, but it has to feel somewhat closed.

我的意思是，如果你在听这个播客，那你可真是捡到大便宜了——每次邦妮和乔上节目，我们几乎都提到了，尤其是你翻一翻今年的全部内容。

I mean, I think if you're listening to this podcast, you're getting amazing alpha because we covered every, every time Bonnie and Joe were on, we brought up every single, especially if you pull up the year.

就在这儿，往下看，今年我们聊得最多的，就是Pudgy Penguin和那张信用卡，我们一直在说，为什么我们这么喜欢Pudgy Penguin，因为他们真正在做东西。

Right in this, right down here, all we talked about this year, anytime Pudgy Pudgy Penguin, the credit card, we were just talking about how that we love Pudgy Penguin because they build.

他们在建设。

They build.

再说一遍，这可不是个人财务建议。

And again, it's not personal financial advice.

显然，前面那段日子特别爽。

Obviously up here was a super fun time.

那时候我们一直跟着Pudgy走。

And we were we were riding with Pudgy then.

我们确实做了一些不错的交易，拿了一部分利润，但也有一部分拿得比较久，不过我们当时就说，只要他们持续建设，迟早会回来的。

And certainly we made some solid trades there, took some profits, but we rode we rode some down too, but we said, hey, we we think if they continue to build, they'll be back.

而且最近一个月这里涨了86%，这谁还能不满意呢？

And and certainly in the last month with 86% here, you can't hate that at all.

这谁还能不满意呢？

You can't hate that at all.

但说到更大的问题，是的，行情肯定会回来的。

But but to kinda overarching question, yeah, things are gonna come back.

山寨币一定会反弹的。

Altcoins will come back.

这其实不归我管，我可不敢乱下结论。

I think that's not really my department, so I don't wanna give too hot a take.

我更愿意把这事儿交给你们俩，Momentum Money Makers。

I really like to delegate that to you and Joe, Momentum Money Makers.

当然，Crypt Nation这个社群，还有Bryce和Rohit的通讯，那里才是真正的信息源头。

Obviously, the community of the Crypt Nation, the newsletter with Bryce and Rohit, you know, that's where that alpha lives the most.

如果你特别关注这个，我们下面一直都有链接。

So if you're somebody that's really interested in that, obviously we always have the links down there.

我给Brian的Momentum Money Makers买了1美元的试用，也给Crypt Nation的通讯订了1美元的试用，赶紧去订阅吧。

I got the $1 trial for Brian, Momentum Money Makers, $1 trial for Crypt Nation, get the newsletter.

如果你想找那种超早期的内幕信息，别忘了点开那些链接。

Check out those links if you're looking for that early, early alpha.

我觉得比特币确实像涨潮一样带动所有资产，但关键还是要搞清楚该上哪条船。

But I think, yeah, that's a Bitcoin is a tide that certainly lifts all boats, but there's alpha to know what boat you wanna ride on.

从上一轮周期里我学到的是，有些老币偶尔会突然暴涨，走势很疯狂，但如果没有坚实的基本面支撑，这种行情很难持续——这算是我最大的体会。

And I think what we learned from the last cycle is those dinosaur cryptos can pop off at times and have these weird runs, but they're not necessarily sustainable, if they don't have a fundamental storyline is kind of my biggest takeaway from it.

对。

Yeah.

有那么几款山寨币，我确实挺喜欢的，我们每次复盘都会聊到它们。

There's a there's a few just altcoins that I I'm I have a slight love affair with, you know, and we talk about them on the rundown all the time.

就是那种炒作热点嘛。

Like, you know, the hype.

我觉得Zeke Ash在隐私赛道上的布局特别有意思。

I think Zeke Ash is super interesting with the privacy meta.

Pudgy Penguins，真的。

Pudgy Penguins, man.

我的意思是，咱们一直都在聊这个。

Like, what an app I mean, we've been talking about this.

我懂。

I get it.

整个加密市场大家都被洗了一轮，但我们一直强调，只要比特币一反弹，开始走强，像Pudgy Penguins这样的代币就会最先冲起来，而且涨得最猛，它确实是目前表现最突出的之一。

Like, we got everyone got washed out a little bit for the rest of the crypto market, but we were just banging on the drum that when Bitcoin recovers, when it starts to show strength, tokens like Pudgy Penguins are the ones that are gonna run and run the hardest, and it's been one of the biggest winners.

老兄，我们现在Pudgy Penguins和Pepe一起排在第71大加密货币，而Pepe当初可是上百亿美元市值的项目。

Dude, we're in we're number 71 crypto of Pudgy Penguins with Pepe, which was a multibillion dollar market cap.

现在它的市值是17亿美元。

Now it's a 1,700,000,000.

我的意思是，我们离Pepe的规模就差两倍了。

I mean, we're we're close to two x away from being a Pepe.

这个布局我太喜欢了。

I'm I'm loving this setup here.

我喜欢这个局面，因为Pudgy Penguins团队一直在持续产出，持续赚钱。

I'm loving this setup because the Pudgy Penguins team continues to produce, continues to make money.

我觉得某些币接下来会有一波不错的上涨。

And I think we're gonna see a nice run up in certain coins.

Pengu是我们一直聊得很多的项目，这有充分的理由。

And Pengu is one that we've talked about a lot for good reason.

对。

Yeah.

我觉得市值这个点挺有意思，毕竟你拿一年前的价格和现在的市值对比，其实一直挺稳定的。

And I think the market cap thing's interesting because even, you know, obviously if you compare it to the price on the one year versus the market cap on a one year, stays obviously pretty consistent.

但我觉得，就像你说的，我们完全有可能达到Pepe的水平。

But I I just I think that the market cap, like you said, we can go reach Pepe.

这事儿真不是没可能。

It's like, it's not out of question for that.

我觉得Pepe当年确实靠梗火了，而且在互联网上一直有持久的影响力。

I think this is, you know, the the Pepe was viral in in memeification for sure, and obviously a a staying power on the Internet.

但他们做的东西根本没法跟Pengu比。

But they're not building like Pengu, man.

整个Pudgy Penguin里，没人做得像Pengu这么有料。

Nobody's building like Pengu at Pudgy Penguin overall.

所以我们特别看好这一点，以后还会继续关注。

So something we really like here and we will continue to cover.

另一个我们社区里经常聊、节目里也多次提到的，是Ondo，今年社区里对它的讨论特别多。

Another one that that we've covered inside the community a lot and on the show, but I know this has been inside the community a lot this year was Ondo.

Ondo最近有新动态了。

And Ondo had some news here.

他们跟Michael Saylor合作，把STRC代币化了。

They're tokenized STRC with Michael Strau Michael Saylor stretch.

他们选了Ondo来做这件事，把资产代币化。

They're they're tokenizing it and they chose they chose Ondo.

现在通过Ondo Global Markets，这个代币已经上线以太坊、BNB链和Solana了。

So it's now available on Ethereum, BNB chain, and Solana through Ondo Global Markets.

这就是Ondo的主打方向。

That's Ondo's thing.

就是现实资产通证化，我知道Rohit之前发过几期通讯聊这个。

It's tokenization, RWAs, and I know Rohit has had some newsletters on it.

我知道Bryce过去一年多一直挺看好这个项目。

I know Bryce has liked it over the last, you know, year plus.

最近社区里也一直在讨论，还出了不少大新闻，价格也有明显动静。

And I know it's been talked about recently inside the community and it and it had some big news and it and it's had some movement too.

你觉得Ondo怎么样？我先把图表调出来。

What do you think about Ondo and I'll pull up the chart?

对。

Yeah.

我觉得现实资产通证化这事儿确实不错。

I mean, I think real world assets and tokenization is great.

我很喜欢Ondo这个标的。

I love Ondo as a as a play.

这是我个人投资组合的一部分，但有意思的是，他们推出了一种一对一的策略，也就是永续优先股。

It's part of my personal portfolio, but this is interesting because they launched a one to one version of strategies, perpetual preferred stock.

你每年能拿到大约11.5%的收益，按月现金发放。

You're gonna get, you know, I think it's like 11.5 annualized paid monthly in cash.

他们可能会改成每两周发一次，但面值是100美元。

Maybe they change it to biweekly, but it's it's a a $100 par value.

你存入现金，策略会把资金主要投入比特币，然后你每月收分红。

You deposit cash, strategy deploys it to heavy Bitcoin exposure, and you collect monthly dividends.

看到Ondo这么积极地推进这个，真的很不错。

So it's great to see that Ondo is embracing it.

迈克尔·塞拉一直在大举买入，持续加仓比特币，这确实让人有点紧张。

Michael Saylor is taking these stretch buys and continuing to just hammer Bitcoin, and which could make you a little nervous.

我得说实话。

I'm not gonna lie.

我以前也担心过，但他总能在关键时刻做出正确的决定。

I've felt that in the past, but he seems to he seems to make the right decisions here at the right times.

我知道他的一些买入价比我们高，但他好像一直在不断拿到更多资金去买比特币。

I know some of his buys have been above where we've been, but, you know, I I I think he's just he just continuously gets more and more capital to buy Bitcoin.

他对卖家施加了巨大的买卖压力。

And he is just such a tremendous amount of sell, buy pressure that he puts on these sellers.

我觉得这会很棒。

I think it's gonna be great.

这又是Ondo涉足长期投资的另一个途径。

And this is just another avenue where Ondo is getting involved in stretch.

我

I

我觉得金融媒体这块，我可能真得买点长期投资产品。

feel like the financial journalism, I think I have to buy some stretch.

我一直觉得，嗯，我其实没完全搞懂这东西。

I was always like, yeah, I don't necessarily fully understand it.

我不太愿意买自己不懂的东西，但我平时也爱赌一把。

And I don't like to buy things I don't fully understand, but I also gamble a lot.

所以我感觉我愿意买一些，我打算

And so I feel like I'm willing to buy some I gonna

说实话，我翻了翻最近几天的聊天记录，发现有三四条消息，我们根本没完全搞懂，但还是跟风进了。

say, I could probably go through the text messages and find three to five over the past few days of things that we did not really fully understand, but we were like, we're probably aping in.

我脑子里倒是有一个例子，不过我不打算说。

And I've got one on the top of my head that I'm not gonna mention.

这不是那种我和你一起经历过大起大落的加密货币。

It's not a crypto that, you know, I've had some major sweats with with you.

时不时地

Every once in

这不代表我们就认了，没错。

a while doesn't mean, okay, yes.

这不等于说我们不懂。

That doesn't mean that we don't understand it.

我们心里清楚自己在做什么，但这就是在赌。

We know what we're doing, but it's gambling.

我们明白这就像赌博。

We get gambling.

他对这种持续派发股息的财务操作方式，我总觉得有点牵强。

So I'm a bit of stretch in how he does the financial alchemy of this in the in the constant yielding dividend.

我真的搞不懂这套财务魔术是怎么玩的。

And I'm just like, man, I don't understand the financial alchemy of this.

既然看不懂，我就没法真正去投资。

So that means I can't truly invest in it.

不过，就像我说的，我确实喜欢赌一把。

However, there like I said, however, I do like to gamble.

作为这个节目的主持人之一，我们每周都聊这些，我觉得至少得稍微试一下，之后才能跟大家反馈。

And I feel like as the host, the co host of the rundown, and we talk about this stuff every week, feel like I need to put a little sprinkle, and then I can report back.

我不会全仓投入，这根本算不上一个正式的投资头寸。

I'm not gonna it's not gonna be a full, you know, position for me by any means.

因为我早就参与过这种策略了。

Because I've been in this strategy.

我有个很棒的策略，叫2022年，靠着Robinhood赚了一笔。

I had a great strategy called 2022 and rode that up with my Robin Hood.

那段时间真不错。

That was that was great.

我可不是反对策略的人。

So I'm not anti strategy by any means.

当然，我很喜欢Michael Sailor，他是节目的老朋友。

Love Michael Sailor, friend of the show, of course.

不过，这种夸大其词的说法倒是挺有意思的。

But, yeah, the the stretch is interesting.

通常那些跟着玩的人要么大赚，要么血本无归，要不就觉得这纯粹是骗局。

There's a and then you usually the people riding or die for stretch or they think it's, you know, a pure scam.

所以我可能得稍微玩一下这个‘夸大’的玩法，再回投Ondo。

So I think I might have to sprinkle some stretch here with a boat back to Ondo.

如果我们再回头看看Ondo，那真是精彩的一周，我来分享一下这个页面。

If we circle back to Ondo, a great I'll share this tab, great week.

我的意思是，这一周就涨了百分之二十。

I mean 20% on the week.

显然这条消息一出来，一周就涨了百分之二十，但话说回来，对于现实资产来说，今年可真不容易。

Obviously this news pops, that's that's 20% on the week, but also I mean again for real world assets, I mean tough year.

就在二十下跌之前，可能全年已经涨了百分之八十了。

Like even before the twenty first down and probably 80% on the year.

如果看整个周期，这基本上又回到了ICO那会儿的水平。

And then again, if you're looking all time, I mean, this is basically back with the ICO.

我记得Ondo那时候势头正猛，涨得可高了。

I remember Ondo was running fun, running high.

所以，你还是得自己做研究。

So, you know, you gotta do your own research.

如果你在圈子里，收了那些通讯简报，能学到的东西不少，要做的决定也多，但这次Ondo借着好消息，确实涨得不错。

I think if if you, are in the community and you got those newsletters, a lot to learn, and make decisions on, but, a good run here for Ondo with some good news.

是的。

Yeah.

没错，确实如此。

Absolutely, man.

我觉得Ondo已经建立了大量重要的合作伙伴关系，并且正在真正融入现实世界。

I think Ondo Ondo has just so many major partnerships and getting integrated in the real world.

说实话，图表上很难看，因为很多人早期就抢购Ondo，那时候的价格发现纯粹是投机。

I mean, in the chart, it's tough because a lot of people are bidding Ondo early on, because that a lot of those that price discovery was just pure speculation.

经过调整之后，现在他们才真正开始发力。

We get the correction, and now they're starting to, you know, really work.

我记得他们被选入了DTCC关于美国代币化的行业工作组。

I mean, I think they were selected for DTCC's, industries working group for US tokenization.

如果你相信现实世界资产，相信链上代币化，那Ondo简直就是个显而易见的机会，而且现在离它的历史高点还远着呢。

If you believe in real world assets, if you believe in tokenizing on chain, Ondo's kind of feels like a no brainer opportunity and you know, it's far off its all time highs.

我真的很喜欢他们的产品。

So I love the product.

我觉得他们确实做得到。

I think they do

做得不错。

a good job.

是的，得坦白说一下。

Yeah, full disclosure.

我确实持有一点Ondo的仓位。

I do have a little bit of Ondo bag.

这点得说明白。

You know, full disclosure there.

真有意思，我们刚聊到Sailor，结果他这周根本没买比特币，别急。

Funny that we were talking about Sailor and all he does is buy Bitcoin, not so fast.

这周没买。

Not this week.

这周没下单，下周一再回去干活。

No buys this week, back to work next week.

这周Michael Saylor没买，不过也没关系。

So no buys for Michael Saylor this week, but that's okay.

他就是不停地买。

All he does is buy.

但以太坊巨鲸在买啊，Brian。

But the ETH whales are buying, Brian.

巨鲸们还在持续买入。

The whales continue to buy.

这事儿肯定会有，待会儿我们再聊他。

Obviously, that will be and we'll talk about him in a second.

Bitmine Tom Lee 总是在买，但更多巨鲸都在进场。

Is is Bitmine Tom Lee always buying, but more more walls are buying.

链上数据显示，过去48小时内，以太坊巨鲸累计买入了价值3.22亿美元的以太坊。

The on chain data showing that Eth Whales accumulated $322,000,000 worth of Eth in the last forty eight hours.

但价格稳得很。

But price is holding firm.

刚才小涨了一下。

A little pop there.

我觉得我们昨天24小时内已经触及了2400。

I think we kissed 2,400 in the last twenty four hours.

但大量买入还在继续，老兄，OTC那边不停在抛，E基金会也一直在卖。

But the accumulations happening, man, these OTC deaths nonstop selling the E Foundation continues to sell.

我觉得他们把BitMine卖了。

I think they sold the BitMine.

哦，你知道的，我们没看到价格有明显反应。

Oh, you know, we're not seeing the the price.

下面写着呢。

It says down there.

是啊，BitMine的OTC吸收还在进行。

Yeah, bit mine OTC absorption.

但他们，我也不太清楚。

But they they I I don't know.

归根结底，这跟比特币的情况其实差不多，对吧？

It's just eventually it's kind of the same thing with Bitcoin, right?

那这种买盘压力什么时候才会冲破顶部呢？

Like when does this buying pressure blow off the top?

我觉得以太坊就快到了，因为质押收益实在太惊人了。

And I think for Ethereum, it should be coming because like the staking is incredible.

有整整一千亿的以太坊被质押了，现在BitMine的质押比例大概占到以太坊总供应量的4%多一点，接近他们承诺的5%。

Like 10,000,000,000 of ETH staked, I think Bitmines now at like four point something percent of the Ethereum supply on their alchemy of 5%.

排队的人可多了。

And there's there's a large wait line.

大家都想参与质押。

People just want a stake.

真的都想参与质押。

They want a stake.

如果你以前在四千美元以上买过以太坊，那时候就觉得不错，那现在两千三百美元，你更应该疯狂喜欢才对。

I mean, if you were buying Ethereum above $4,000 and you liked it then, you should absolutely love it at $2,300.

我们刚才还聊到几次我感觉自己以太坊持仓太少了，两个人都笑出来了。

We just talked about a couple rundowns where I was like, I feel underexposed to Ethereum, and both of us were laughing.

我觉得我们俩也都买了一点以太坊。

And I think we both, like, you know, bought a little bit of Ethereum as well.

我觉得以太坊上涨只是时间问题，毕竟买盘力量太强了。

I I think it's just in due time where Ethereum runs, and it's just there's just a lot of buying pressure.

以太坊网络现在有大量集成应用。

There's a lot of integrations with the Ethereum network.

主网在Gas费这些问题上已经清理得差不多了。

Main net's definitely cleaned up a lot of its issues with gas fees and things along those lines.

它现在几乎是很多代币化项目的首选链。

It's it's being utilized as kinda like the the number one chain for a lot of this tokenization.

我也是以太坊的忠实支持者。

I I'm a I'm an ETH guy too.

我一直看好以太坊，觉得未来前景非常明朗。

I've always liked Ethereum, and I I think I think there's clear skies ahead.

我有点惊讶它现在还没涨得更高，不过市场有时候就是说不通。

I'm surprised it actually is not a little higher than it is, but it doesn't always make sense.

你知道吧，有时候事情就是说不通，因为背后有些我们看不到的运作和交易。

You know, sometimes just things don't make sense because there's some inner workings and dealings.

感觉我们刚从泥潭里爬出来，抖了抖鞋上的泥，接下来这些代币就要集体爆发了。

Feels like we're just kind of getting out of the mud here a little bit and shaking our boots off, and then there's gonna be a pop in a lot of these tokens.

在我看来，以太坊肯定会走在最前面。

And Ethereum's gonna, of course, be leading the way in my opinion.

汤姆·李根本不会有任何异议。

And Tom Lee does not not argue.

这点我可以肯定。

I'll tell you that much.

他一直在大手笔地买入，一买就是一亿美元一亿美元的。

He's just hammering $100,000,000 buys left and right.

是啊，这人说话直来直去，态度又特别冷静，这么说吧。

Yeah, the guy states his case very bluntly and in a stoic manner, if I may say.

我还觉得，对那些经常刷加密货币推特的听众来说，这件事挺有意思的。

And then I just, I thought this was interesting for anybody who listens to the show that's on crypto Twitter a lot.

这周网上出现了一些负面消息。

There was, there was there was some FUD online this week.

有人发帖说以太坊的退出队列比排队等待质押的队列长得多，这引起了不少社区讨论。

Somebody was posting like the ETH exit queue, was crazy outnumbering the, like, waiting to get in staking queue, and that got some community notes.

其实没什么好担心的。

So nothing to worry about there.

实际上，进入队列的人数是退出队列的七倍，这个数字要大得多。

The entry queue is actually seven times larger than the exit queue, which you know, is a larger number.

有一条推文传播得很广，我不知道用‘病毒式传播’准不准确，但确实吸引了大量关注。

So more people are waiting to stake than more people are unstaking, But there was a tweet that went, I don't know if viral's right word, but it got a lot of attention.

所以我只是想提醒一下听节目的朋友们，别被误导了。

So I just wanted any of the listeners out there to get the facts.

如果你看到那条推文后有点担心，其实情况并不是那样。

If they saw that tweet and were worried, know, that doesn't seem to be the case.

大家都在积极地把ETH拿去质押。

People are marching to stake their ETH.

我总喜欢分享这类情况，当加密货币突然被主流媒体提到，不管你是喜欢、讨厌还是无感。

Saw stuff that I always like to show is when when Crypto kind of gets a mainstream shout out and love them or hate them are indifferent.

乔·罗根的播客是全球收听量第一的。

Joe Rogan is the number one podcast in the world.

这是有数据支持的。

That's just the stats.

他确实是个很有争议的人物，尤其是在大选期间。

So obviously quite a polarizing figure, especially during the election cycle.

但这次他聊了一点加密货币的内容，我觉得值得一听，因为如果你是全球最受欢迎的节目，那就意味着你触达了最多的听众。

But there was a little there was a little crypto talk, and I thought it was worth listening to because, again, if you're the most popular show in the world, that means you get the most ears in the world.

这周他们听到的就是这些。

So this is what they heard this week.

说到诈骗，你对空气币怎么看？

Speaking of scamming, what do you think about shitcoins?

比如Haktua币、梅拉尼娅币这类更多的 meme 币，你怎么评价？

Like what's take on like Haktua coin and Melania coin and are more mean, more meme coins.

山寨币，对吧？

Shitcoins, right?

这不就是梗币的定义吗？

Isn't that what a meme coin is?

我唯一相信的币就是比特币。

Any, So the only coin I believe in is Bitcoin.

我们以前聊过这个。

And we've talked about this before.

我甚至还查了下，本来盼着你能提起来呢。

In fact, I looked it up hoping you would bring it up.

两年前我上次来的时候，比特币还不到四万美元，现在都快十万了。

Two years ago when I was here the last time Bitcoin was around $40,000 Today it's close to a $100,000.

这价格还会继续涨，直到我们都不在了。

This will continue to go up until we're long gone.

这事儿真有意思。

It's very interesting.

所以我并不相信。

So I don't believe in.

然后乔又说，嘿，我认同比特币。

So then Joe goes on to say like, Hey, I agree with Bitcoin.

所以每当这种片段冒出来，大家又开始讨论，想想看，这就是人们真正听到的内容，挺有意思的。

So again, I think it's always fun when clips like that, you know, surface and resurface that, you know, hey, this is this is what people are hearing.

这正是它有趣、轻松的一面。

And, you know, that's the kind of fun entertaining side of it.

还有另一面，比如摩根士丹利这样的机构，他们的理财顾问也会开始推销它。

And then there's the, you know, the Morgan Stanley, the box side of it, where their financial advisors are going to be selling it as well.

如果你有长期的眼光，我觉得你确实站对了位置。

So if you have a longer term mindset, you know, I I think you're in the right place.

咱们再想想，今天还有什么要总结的吗？

And let's see, what else do we have to wrap up today?

我觉得刚才这段挺好的。

I thought this was good.

斯科特·贝森提到，他在谈人工智能时说，AI可能会被用来攻击银行账户、入侵银行系统，而美国金融机构正在积极加强这方面的防御。

So Scott Besson said, Scott Besson was talking about AI and he said, hey, AI could be used to attack bank accounts, to hack bank accounts, saying, US financial institutions are actively working on strengthening their defenses to that.

我终于看到一条新闻，至少在金融圈里，AI要全面攻击各种系统了，这感觉挺好的。

And I thought it was finally nice to see a headline how, at least in the finance world, how AI is gonna attack everything.

我们在这档节目里说过，加密圈也一直讲：如果量子计算真能破解比特币，那根本算不上最糟的情况。

We've said it on this show and obviously the crypto community has said, hey, if quantum computing's gonna break Bitcoin, that's the least of our problems.

真正危险的是，它会直接摧毁我们的整个金融体系，而且还没做任何升级。

It's gonna kill our financial system, right?

完全没做任何升级。

Without any upgrades.

我觉得这个观点挺有意思。

So I thought this was interesting.

我记得几周前——现在算起来可能快三周了——他开了一次紧急会议。

I know that a couple weeks ago, I mean, might be three weeks ago now, he kind of had an emergency meeting.

布莱恩，你听说这事了吗？

Did you hear about this, Brian?

是的，他把不少银行高管都召集来了。

Yeah, he summoned a lot of the bank leaders.

我不确定他是把人叫到华盛顿，还是开的视频会，但我觉得他可能是把大家都叫到华盛顿了。

I don't know if he summoned them to DC or if it was a call, but I think he might have brought them all to DC.

像花旗、摩根大通、高盛这些大机构，全都被叫来讨论跟Anthropic有关的事。

It was like Citi, JP Morgan, Goldman Sachs, all the big names to talk about something to do with like anthropic.

好像是Anthropic那边出了什么漏洞或者泄露事件。

There was like a anthropic, you know, hacking leak or something.

他们说：‘我们刚看到这个新模型在干什么，你们根本还没做好准备。’

They're like, hey, like we just saw what this new model is doing and like you guys aren't ready for it.

他们觉得Anthropic的模型得关在沙盒里测试。

Like we gotta in the the anthropic models like sandbox.

就是说，不能让它跑出来。

So it's, you know, not supposed to get out.

整个模型都放在沙盒里。

It's in a sandbox.

所以它没法自由运行，但他说，嘿，既然这东西已经出现了，很快就会在其他地方大量出现，而且它能破解你们所有的安全系统。

So it can't, you know, it's not running free, but he's like, hey, if this thing exists now, like it's gonna exist a lot of other places sooner rather than later and this thing can crack all your security.

我这是转述，但核心意思就是，这种做法非常罕见。

I'm paraphrasing, but it was it was a basically the headline was this is a rare thing to do.

后来消息传出来，其实谈的是人工智能安全问题。

And it got out that it was about, you know, AI safety.

我觉得这挺有意思的。

Oh, I thought that was interesting.

这再次说明，世界正朝这个方向发展。

Again, this is where the world's going.

这不只是加密货币或者比特币的问题。

And so it's not just a crypto or Bitcoin problem.

这是全球性的问题。

It's it's a world problem.

显然，黑客与正义之间的较量，只是换了个战场，现在延伸到了人工智能和量子领域。

And obviously the battle of hackers and good versus evil just continues on into a different arena with AI and quantum.

不过我这里最后一条是，布莱恩，给咱们节目的朋友们——XRP军团点个赞，他们简直把佐克集团给包场了，那个叫啥来着？

But last last thing I got on the sheet here, Brian, shout out to our friends of the show, the XRP army, absolutely taking over the, the the the Zook, what's that?

佐克集团。

The, Zook Group.

对，就是 Resorts World。

Resorts World, that's what it is.

我去过那儿。

I've been there.

Resorts World 是拉斯维加斯新开了家酒店，到处都是 XRP 的痕迹。

Resorts World, one of the newer hotels out in Vegas, XRP all over it.

我们一直都很支持我们的 XRP 家人和朋友们。

And we always love our XRP family and friends.

我刚才看到一个挺有意思的视频。

And so I actually saw a funny clip.

这是赌城大道上的画面，等你看完这段，我想听听你的看法。

So this is the strip and I'll get your take on the back end of this clip.

这是上周比特币大会上的片段。

So this was from Bitcoin conference last week.

XRP 的广告遍布了度假世界酒店。

XRP paid all over Resorts World.

而今天刚出了这个新视频。

And then this just came out today.

这是本周在迈阿密举办的共识大会现场，今天、明天，可能还有周四。

This is a consensus live down in Miami this week, today, tomorrow, and maybe Thursday.

但我觉得这段XRP首席执行官的视频特别有意思。

But, I thought this was a funny little clip of, of the CEO of XRP.

我从来不是XRP的狂热支持者。

I've never been an XRP Maxi.

什么？

It's What?

他刚才说什么了？

What did what did he say?

我从来就不是XRP的狂热支持者。

I've never been an XRP Maxi.

是吗？

It's

你听到了吗？

Do you hear that?

他从来就不是XRP的狂热支持者。

Never he was never an XRP Maxi.

我有点意外。

I'm kind of surprised by that.

是啊。

Yeah.

我们把完整片段放一下。

Let's do the full clip.

我从来就不是XRP的狂热支持者。

I've never been an XRP Maxi.

不会只有一个区块链主导世界。

It's not going to be a one chain world.

未来会是多链并存的世界。

It's going to be a multi chain world.

我希望比特币能成功。

I want to see Bitcoin be successful.

我对XRP生态里发生的一切都很欣赏。

I love what's going on in the XRP ecosystem.

我从来不是XRP的支持者。

I've never been an XRP.

明白了。

Alright.

不是XRP的死忠粉。

Not an XRP maxi.

市场上有很多项目，我们也都很看好。

There's a lot out there, and we love them too.

不过，你对这个有什么看法吗？

But, any any thoughts on that?

我觉得那挺有意思的。

I thought that was fun.

我的意思是，XRP军团、Ripple军团，真的太厉害了。

I mean, the XRP army, the Ripple army, man, is just they're sort of amazing.

对。

Yeah.

这简直太疯狂了。

It's it's crazy.

我记得几年前，有人出国的时候，看到哪里有比特币的标志，比如朋友或家人，就会发照片给我，说‘这里接受比特币’，然后跟我说一声。

I remember just a couple years ago when, like, people would be, like, overseas, so they would see, like, a Bitcoin logo, like, friends and family, and they would, like, send me a picture, like, we accept Bitcoin here, and they would be like, hey.

那时候大家才开始意识到，加密货币真要起来了。

This crypto thing's starting to catch on.

现在呢，XRP的标识都贴满了拉斯维加斯。

Now we have XRP just plastered all over Las Vegas.

很明显，世界正在变化。

Obviously, the world's changing.

人们对加密货币的兴趣越来越高了。

People are becoming more and more interested in crypto.

给XRP军团点个赞。

Shout out to the XRP army.

我之前已经说过好多次了，我本人并不持有它，但我真心支持它。

Again, I've I've stated multiple times I'm not a holder of it, but I'm I'm rooting for it.

我觉得它完全有可能成功。

I think it could certainly succeed.

我同意他那个视频里说的，世界不会只有一个区块链。

And I agree with that clip that he said, that the world's not gonna be a one chain world.

我也同意这个观点，不用深入讨论，但我相信未来会有很多不同的区块链各自找到自己的定位，并且取得成功。

I I also agree with that, and we're not we don't need to go in-depth about that, but I I believe there's going to be a space for a lot of different chains to be very successful and be specialized.

我支持XRP，但说实话，不管是谁在负责他们的市场和广告，真的把声量推起来了，还成功点燃了粉丝的狂热。

And I'm rooting for XRP, but man, whoever their marketing team is and advertisement agency, I mean, they get the word out, man, and they do get tribalism out there.

是的。

Yeah.

挺有意思的。

It's fun.

就像支持自己球队一样，尤其是当你投了钱进去的时候。

It's like rooting for your team, especially when you have money invested.

挺有意思的。

It's fun.

我们都挺喜欢的。

We love everybody.

我们喜欢XRP军团。

We love the XRP army.

我们喜欢整个加密社区，特别是Crypto 101这个群体。

We love the Crypto family and especially the Crypto one zero one family.

今天就先说到这儿吧。

That's gonna do it for us today.

不过我想让大家都知道谁还在直播。

However, I want everybody to know who's still live.

别走开，我来查一下具体时间，我有安排好的。

Tune in let me let me pull the up the exact time because I have it scheduled.

东部时间下午一点。

1PM Eastern.

Bryce会现身，难得一见，千万别错过。

We have Bryce, a rare appearance of Bryce on the rundown, so you're not gonna wanna miss that.

我们来介绍一下新成员，Hunter。

We're introducing our new team member, Hunter.

他简直就是万能工具，样样都通，从加密货币到技术分析都没问题。

He is a Swiss army knife, a true jack of all trades, everything from crypto to TA.

人特别聪明，很有想法。

Just a really smart, bright guy.

想提前看看他是什么风格？去我们YouTube上找他发布的TradingView教程看看吧。

If you wanna get a tease of what he's like, go check out one of the tutorials on our YouTube that he posted for trading view.

所以周五下午一点东部时间，记得来YouTube看直播，如果没赶上，之后音频也一直都在。

So tune in 1PM Eastern live on YouTube on Friday if you can make it if not always available on the audio on YouTube after.

非常感谢大家今天周二下午抽空收听。

Really appreciate everybody tuning in on this Tuesday afternoon.

今天就先到这里，我们周五再聊。

That's all for today and we'll talk to you on Friday.

大家再见。

Bye bye everybody.