加密货币简报：ETF飙升推动加密市场反弹，模因币回归，以及五千万美元的错误

你认同这种长期持有比特币ETF的策略吗？

You buy in that long term basis traded for the Bitcoin ETFs?

当然认同。

Absolutely.

我一直在我的个人退休账户中持续买入，为了税务上的考虑。

I continually buy inside my IRA for tax purposes.

所以有很多有见识的人正是出于这些特定原因在这样做。

So there are educated people there that are doing that for those specific reasons.

是的。

So yes.

周五，是的，

Friday, Yeah,

是比特币的大买家。

big Bitcoin buyer.

会稍微参与一下ETF。

Dabble a little bit with the ETFs.

我通过交易所购买少量比特币。

I buy a little bit of Bitcoin through the exchanges.

我对我们的未来方向充满信心。

I'm positive there of where we're headed.

你知道什么是奇怪的吗？

You know what's wild?

有多少人在三十岁后突然觉得一切都比以前更难了？

How many guys hit their thirties and suddenly everything feels harder than it used to?

你的精力下降了，注意力也不如从前，健身进展也停滞了。

Your energy dips, the focus isn't there anymore and gym progress stalls.

对话几乎总是转向睾酮的话题。

The conversation almost always turns to testosterone.

所以我花了很多时间深入研究这个问题，不只是看标题新闻，而是查阅实际的研究、成分和数据，并与那些走过TRT道路的人交流。

So I've spent a lot of time digging into this, not just the headlines, but actual studies, ingredients, research, and talking to people who've gone down the TRT road.

一旦你真正了解了传统的TRT涉及什么，就会发现它包括终身注射、抑制身体自然分泌、生育问题，这些确实会让很多人犹豫。

And once you really understand what traditional TRT involves, it includes lifelong injections with needles, shutting down your body's natural production, fertility concerns, and it really makes guys pause.

这就是我一直在关注 Mars Men 的原因。

That's why I've been paying attention to Mars Men.

它被设计为 TRT 的替代方案，无需注射，不含合成成分，仅由一系列经过充分研究的成分组成，如通加阿里、锌和硼，用于支持健康的睾酮功能。

It's designed as a TRT alternative, not injections, not synthetics, just a stack of well researched ingredients like Tonga Ali, zinc, and boron that are used to support healthy testosterone function.

我了解过这些成分的科学依据，也亲自认识一些使用它的人，他们说自己的能量水平变得非常稳定。

I've seen the science behind these ingredients and I personally know guys using it who say they love how steady their energy feels.

没有高峰，没有低谷，也不用打针。

No spikes, no crashes, and no needles.

限时优惠，我们的听众可享受终身五折优惠，包邮，并赠送三份免费礼品，前往 mengoto mars.com 了解更多。

For a limited time, our listeners get 50% off for life plus free shipping and three free gifts at mengoto mars.com.

Mars Men 在美国制造，经过第三方检测，并提供 90 天无条件退款保证。

Mars Men is made in The USA, third party tested, and backed by a ninety day money back guarantee.

超过 91% 的用户报告称能量水平有所提升，用户评价足以说明一切。

Over 91% of its users report higher energy levels, and the reviews speak for themselves.

再次提醒，限时优惠，我们的听众可享受终身五折优惠，包邮，并赠送三份免费礼品，前往 mengotomars.com 了解更多。

And again, for a limited time, our listeners get 50% off for life, free shipping, and three free gifts at mengotomars.com.

这是 mengotomars.com，享受终身50%折扣、免费配送和三份免费赠品。

That's mengotomars.com for 50% off for life, free shipping, and three free gifts.

结账后，记得告诉他们你是被Crypto one zero one推荐的。

After checkout, make sure you tell them that Crypto one zero one sent you.

新年通常意味着新设备——从祖父母送的手机、笔记本电脑、平板电脑，到孩子们的新设备，或者至少你会花更多时间上网。

New Year usually means new devices, phones, laptops, tablets from grandma all the way down to the kids, or at least spending more time online.

这让我重新意识到需要认真考虑数字安全问题。

That's been a good reminder to actually think about digital security again.

我一直在使用Webroot，特别是他们的全方位保护计划，如果你需要的不只是杀毒软件，这是一个一体化的解决方案。

I've been using Webroot, specifically their total protection plan, which is an all in one option if you want coverage beyond just antivirus.

让我印象深刻的是，它结合了实时杀毒防护，防范恶意软件和网络钓鱼诈骗，身份监控与警报功能，更重要的是，如果遭遇身份盗窃，最高可报销100万美元的自付费用。

What stood out to me is that it combines real time antivirus protection against things like malware and phishing scams, identity monitoring with alerts, and this is a big one, up to $1,000,000 in expense reimbursement for eligible out of pocket costs if identity theft ever becomes an issue.

全方位保护还包括密码管理器和网络威胁防护工具，能在你访问恶意网站前予以拦截。

Total protection also includes tools like a password manager and web threat protection that blocks malicious sites before you visit them.

此外，它还支持保护多台设备甚至家庭成员，且不会拖慢你的系统速度，也不会频繁弹出广告。

Plus options to protect multiple devices and even family members, all without slowing your system down or throwing constant pop ups at you.

所以情况是这样的。

So here's the deal.

新年，新设备。

New year, new device.

无论你是升级科技产品还是继续使用现有的设备，现在都是以六折优惠使用Webroot值得信赖的网络安全解决方案保护所有设备的好时机。

Whether you're upgrading tech or sticking with what you've got, now's the time to protect all your devices at 60% off with Webroot's trusted cybersecurity solutions.

访问 webroot.com/crypto101，享受六折优惠。

Visit webroot.com/crypto101 and get 60% off.

再次提醒，是 webroot.com/crypto101，享受六折优惠。

Again, that's webroot.com, webrot.com/crypto101 for 60% off.

此优惠仅通过 Crypto101 链接提供，所以请务必使用它：webroot.com/crypto101，享受高达六折的总保护计划优惠。

This offer is only available through the Crypto one hundred one link, so make sure you use it webroot.com/crypto101 and get up to 60% off their total protection plan.

今年，选择适合你的保护方案，与 Webroot 一起享受更美好的数字生活。

This year, choose protection that's right for you and live a better digital life with Webroot.

我喜欢这个。

I love it.

还有

There's

比特币也会有更多进展。

more coming too of Bitcoin.

很多人不知道以太坊的质押非常重要。

A lot of people don't know that staking for Ethereum is huge.

比特币的质押也还在路上。

Staking for Bitcoin is is still coming.

大多数人还不知道。

Most people don't know.

今天我还看到很多新产品发布，比如一个BMI。

And there's a lot of products I saw today get launched like a a BMI.

你们知道PMI吗？房产抵押保险。

You guys know PMI, a property mortgage insurance.

如果你买房，但不按揭贷款的话。

If you buy a property, not floating the term.

这个产品现在正在运行，叫做BMI，即比特币抵押保险，你可以用比特币作为购房的抵押品。

It's the actual product live now called BMI, Bitcoin mortgage insurance, where you can utilize Bitcoin as collateral for housing.

我想我们过去讨论过这个，但现在它真的上线了。

I think we've covered that in the past, but it's actually going live now.

这很有趣，因为BMI会将资金存入托管账户，你知道，你购买了房产。

And that's interesting because the BMI pays into an escrow where, you know, you bought a property.

对吧，Tevo？

Right, Tevo?

我不会告诉别人你住在哪里，但如果人们付不起首付款，他们就需要支付PMI。

And, not gonna tell people where you live, but if people don't have enough for down payment, they pay a PMI.

这笔钱会进入以太坊网络。

That goes into the ether.

这笔钱会消失无踪。

It goes into nowhere.

这笔钱会进入提供方的账户。

It goes into the the provider.

但对于BMI来说，资金会进入托管账户，并在提供商、贷款发起方和你自己之间进行分配。

But for BMI, it goes into escrow account where they split it between the provider, the originator of the loan, and yourself.

所以如果比特币价格上涨，你的贷款期限可以显著缩短，这非常有趣。

So if Bitcoin goes up, then you can you can the term of your loan can come down significantly, which is very interesting.

因此，与所有其他加密货币相比，比特币仍然相当年轻，比如以太坊，因为比特币是迄今为止最古老的区块链。

So Bitcoin still is fairly young compared to all the other iterations of crypto that's out there, like the Ethereum, because Bitcoin is the oldest blockchain that's ever existed.

总体来看，我对比特币持看涨态度。

So overall bullish on Bitcoin.

是的。

Yeah.

我喜欢他们不断推出新产品，因为这正是我们节目里经常讨论的话题，而当这些产品发布时，有趣的是，它们往往需要时间才能真正落地。

And I love that that they keep coming out with products because it's something that we like to talk about on the show and then it's interesting once they're announced that again, it takes time for them to implement.

你提到的这一点非常好，因为这确实是正在实施的项目，而且他们也会对以太坊做同样的事情，对吧？

So great point out there of something that's actually being implemented and they're going to be doing the same thing with Ethereum too, right?

通过代币化努力以及以太坊将被使用的各种不同方式。

With the tokenization efforts and all these different you know, ways that's gonna that Ethereum is gonna be used.

所以我要把话题交给你，用一秒钟解释一下以太坊ETF，免得大家觉得我疯了。

And so I'm gonna hand it off to you, to break down the Ethereum ETF in one second, just so people don't think I'm crazy out there.

我只是想再聊聊我之前跟你说过的化肥股票理论。

I just wanted to go over the the fertilizer stock theory that I was telling you about.

这个理论似乎引起了你的极大兴趣，布莱恩。

It seemed to seemed to get a real interest out of you, Brian.

所以快速说一下，这是Mosaic公司。

So real quick, here's Mosaic.

它是农业领域的领军企业之一。

It's one of the leaders in in agriculture.

仅这一周，五天内，Mosaic的股价就上涨了，一度达到周涨幅22%到23%，因为刚有公告指出，霍尔木兹海峡的能源短缺将影响制造化肥所需原料。

And so this week alone, five days, Mosaic's up it was up at one point up here, like 22, 23% on the week because there was just an announcement that this energy shortage of the Strait Of Hermes is gonna affect the ingredients needed to make this stuff the for the fertilizer.

所以这些化肥股票一周内就上涨了20%。

So these fertilizer stocks go up 20% in a week.

因此，我只是想指出，如今的市场完全由新闻头条驱动。

So again, I'm just trying to point out like it's such a headline driven market right now.

每当新闻头条出现时，就好像在示意：这个赌场开门营业了，我觉得这有时可能有点危险，但人们渴望超额收益，渴望机会。

Wherever the headline is kind of like signals, hey, this casino seems to be open for business, which I think can be a little dangerous at times, but people want alpha, people want opportunity.

然后我认为，我们所有人都相信，最终这一切会回归到加密货币。

And then I think we all believe that eventually that will come back to crypto.

所以所有这些说法都说加密货币死了，比特币死了。

So all these Crypto's dead, Bitcoin's dead.

你知道，我想我们都刚刚经历过这个循环，以前也遇到过，我们会分析新信息，然后我们并不相信这些说法。

I I you know, I think we all kind of went through that cycle recently and and, you know, we've been there before and we go and parse out our new information and and we we don't believe that.

但市场上有大量渴望机会的投资者，你知道，我怀疑过去一周Mosaic股价上涨23%的巨额资金投入，根本不是因为肥料行业有什么新进展。

But there's there's opportunity hungry investors out there and you know, I doubt with all the market cap and investing that went into Mosaic for their fertilizer in the last you know, 23% in a week.

我不认为这是因为今年有人要给自家草坪施肥，突然出现了什么新技术。

I don't think it's because there's some new technology coming out for people, know, doing their lawns this year.

我认为他们只是看到了一个机会，想抓住它，赌一把。

I think they just saw it as an opportunity to quote unquote, you know, catch an opportunity and gamble.

所以我想表达的就是，现在有大量资金在不同领域流动，试图提前布局，抢在下一个新闻头条出现前抓住机会。

So that was what I was just trying to say is there's money moving in many different spaces trying to front run the next headline of you know, getting that opportunity.

但贝莱德推出其新的以太坊ETF，这带来了巨大的机会。

But there's a huge opportunity with BlackRock launching their new Ethereum ETF.

ETH A 是最初的那一个。

ETH A was the original one.

新的ETF代码是ETH B，将提供质押功能。

The new one is ticker ETH B, which will provide staking.

所以布莱恩，我把话筒交给你，先做个铺垫，然后我们可以就此展开讨论。

So Brian, I'll hand it off to you just kind of tee it up and then we can have a discussion about it.

是的。

Yeah.

我对这个ETF有一些积极的看法。

I have some feel I have some good feelings about this ETF.

我得再回头看看那些化肥股票的事。

I need to go back to this fertilizer stock stuff.

如果任何来自Hyper Liquid或Hyper Liquid团队的人正在听，我们需要在他们的平台上添加这些化肥股票，这样我们就能开始进行做多和做空了。

If anybody from the hyper liquid or the hyper liquid team is listening right now, we need to add these fertilizer stocks on their platform so we could so we could start longing and shorting them a little bit.

我们已经看到过黄金、白银的情况。

That that's a that we've seen to a gold, silver.

我的意思是，如果化肥股是新的热门趋势，我们必须立即把它上链，以便我们能做出一些有趣的多空操作。

I mean, if fertilizer stocks is where the new meta momentum is, we we need to get this on chain immediately so we can make some, interesting short and long calls.

我只想说这些，连聊天室里的CJ都在提到。

That that's all I'm saying about these we have CJ in the chat even bringing up.

我不能看空化肥股。

I can't I I can't be fading, the fertilizer stocks.

这确实是一个真正值得讨论的话题，我非常喜欢，因为我看到了致富的路径。

So this is a real this is a real talking point, and, I absolutely love it because I see the path for riches.

让我们来谈谈真正的致富路径吧。

Let let's let's talk about real path for riches though.

说正经的，黑石发布了ETH B。

All jokes aside, so BlackRock releases Eth b.

我想是在昨天，12号发布的，令人惊讶的是，我正在核实这一点，因为我听了几遍，也读了几遍。

I think it was yesterday on the twelfth, and the amazing thing about this is and I'm I'm trying to fact check it because I heard it and read it a few times.

我只是想找个可靠的消息来源，但我有99.9%的把握这个说法是正确的，或者至少是兄弟间的承诺，但82%的质押奖励会返还给质押者。

I just wanted to get a reliable source, but I'm 99.9 sure this is correct or it's like a bro promise, but 82% of the staking rewards go back to the stakers.

所以听起来，贝莱德、Coinbase以及那些托管方会分掉那18%。

So and then it sounds like, BlackRock and Coinbase and, whoever the custodial custodians are will divvy up that 18%.

这真是太棒了。

So this is this is awesome.

我们一直在讨论这些质押奖励，这正是我认为以太坊未来可能大幅上涨的一个重要原因。

This is we've been talking about these staking rewards forever and that's a huge big part of a reason why I think Ethereum could really see some run-in the future.

现在我的问题是，乔，或者你，或者聊天里的任何人，如果我购买Eth B，这就是新的收益。

Now my question is for Joe, for you, for anybody in the chat, if I'm buying Eth b, that's the new reward.

这是通过贝莱德进行的新版以太坊质押。

That's the new staking Ethereum through BlackRock.

我需要再深入研究一下这个。

I would I need to dig a little bit deeper into this.

那我为什么不买Eth B呢？

Why would I not buy Eth b?

我为什么要买Eth a呢？

Why would I ever even buy Eth a?

我们到底在做什么？

Like, what what what are we doing?

既然我们能获得质押奖励，为什么我们不一直买Eth b呢？

Why wouldn't we just always buy Eth b because we're getting staking rewards?

我在说什么？

What am

我漏掉了什么？

I missing?

根据制片人提供的信息，通过快速谷歌搜索，82%的质押奖励以每月现金股息的形式分配给投资者。

Just off of a quick Google here from the producer's bay, attributing 82% of these staking rewards to its investors as a monthly cash dividend.

太棒了。

Oh, sick.

而剩下的18%则由信托和服务提供商保留。

While the 18 percent is retained by the trust and service providers.

所以这个基金的目标就是这样的，这就是为什么我觉得没问题，记住我持有3%的份额。

So the fund is going to aim and that's why I this is okay, so remember I own the sheet I had 3%.

该基金的目标是基于股息实现每年3%到4%的回报。

The fund is aiming for a three to 4% annual return based off the dividend.

所以是的，买Eth A有什么意义呢？

So yeah, what's the point of buying Eth A?

我个人想不出任何理由。

I can't think of one personally.

其他与会者有人能想到吗？

Can anybody else on the panel?

没有，我刚刚跟朋友说，我最近和他们一起去旅行了。

No, I was just telling my friend, I went to a trip with them recently.

他把很多钱投在了贝莱德的ETF里。

He had a lot of money in BlackRock's ETF.

我告诉他，你必须买那个带质押收益的ETF。

And I told him, was like, you gotta get the staking ETF.

那时候它还没推出。

And it wasn't out at that point.

我当时在努力向别人普及质押的知识。

And I was talking to trying to educate on the staking.

你并不想说服人们把资金从ETF里拿出来去使用质押，当然不是说Leidl有什么不对，但那是给机构用的。

It was just like, you don't want to convince people to start taking things off of ETFs and start utilizing like no offense to Leidl, right, but that's for institutions.

但对于普通投资者来说，投入二十五万美元去做质押，而他持有的金额远超二十五万美元。

But the average person putting in, I don't know, like a quarter million dollars of staking, which is he had more than a quarter million dollars.

这个ETF才是人们会大量涌入的地方。

This ETF is where people is going to flood into.

所以绝对没错，每个人都应该买入这个。

So absolutely, everyone should be buying this.

我唯一能想到的是，我们得仔细阅读相关产品的细则，比如Eth A是否具有更高的流动性？

The only thing I can think of, we got to read the fine print of the, I guess, the offerings would be would Eth A have more liquidity?

如果你在获取股息的同时还参与了质押，即使有大量资金流入，但每天的实际流动性会不会低于投资额？因为一旦质押，资金就会被锁定在交易所的托管基金里，你知道的。

So if you're getting the dividend and there's the staking aspect of it, even though there might be tons of capital flowing into it, is the liquidity available day to day going to be actually less than what's invested because if you're staking, it's going to be locked up in the coin base, you know, custodial fund.

而以太坊，显然你拿不到股息，但你可以做多，或者卖出看涨期权来对冲，而且它的流动性会好得多，能为不同类型的投资者提供更多的选择。

And then Ethereum, obviously you're not getting the dividend, but you can, you know, I don't know, you could long, short sell calls against, and it's gonna be way more liquid that's gonna provide, you know, different types of investors with different options.

我唯一能想到的是，这点说得很好。

The only thing that I could That's a good point.

我唯一能想到的是，可能是税务问题，因为你得为这些股息缴税。

The only thing I could think of is maybe like taxes if you were getting like, may because you'd have to pay taxes on those dividends.

不过这似乎也不是什么大麻烦，尤其是当你能拿到相当可观的回报时。

It doesn't seem like that big of a hassle, though, especially if you're getting a a decent amount of money back.

但接着你们刚才说的，对于普通大众来说，任何有兴趣的人其实都可以去其他质押平台，可能还能获得稍高一点的收益。

But to just piggyback on what you guys are saying is, like, any just like the masses, anybody that's interested in show you can go to another staking platform and probably get a little bit better yield.

当然可以，但那是一个过程。

Of course, you can, but, you know, that's a process.

风险更高。

There's a higher risk.

任何真正想质押以太坊的人，我建议你们可以考虑通过贝莱德的ETH B，这不是财务建议，但这条路似乎是最简单的，既能继续享受以太坊价格上涨的收益，又能获得每月的稳定收益。

Anybody that's really interested in staking ETH, that would be like, oh, you should probably look into this ETH b through BlackRock, not not financial advice, but that seems like the easiest path to, you know, continue to get, pure eth price in in the in the upside on eth in addition to just getting this monthly yield.

我觉得这太棒了。

I think it's awesome.

我认为这就是为什么昨天它引起了大量关注。

And I think that's why we saw a ton of attention around it yesterday.

我还没看以太坊的价格，但我肯定它和整个市场一样强劲。

And I haven't looked at ETH's price, but I'm I'm sure it's strong with the rest of the market.

是的。

Yeah.

超过2100了，看起来不错。

Over 2,100, so it looks good.

对。

Yeah.

然后我只是在这里背后快速做了一些搜索。

And then just the only thing I'm doing some quick, you know, searches behind the veil here.

所以我在这里看到的唯一情况是，如果赎回请求超过了流动性缓冲，该基金就必须开始从网络中解除质押以太坊，这受协议执行的约束。

So the only thing I could see here is if redemption requests exceed the liquid buffer, the fund must begin unstaking ETH from the network, which is subject to the protocols execute.

所以我认为我刚才说的，大概是有道理的。

So I think what I said, I guess makes sense.

就像有流动性一样，ETHA会拥有，它不是质押的，所以只是在那里保持流动性。

It's like there's liquidity, ETHA is going to have, it's not stakes, so it's just liquid there.

他们可能把它当作一种交易工具来提供，对吧？

They're probably offering it as like a trading vehicle, right?

试图从期权和波动率中获取这些基点。

Trying to get those basis points on options and volatility.

而ETHB的质押则是另一种赚钱方式。

And then obviously ETHB staking is a different way to earn money there.

但在极高极高的波动情况下，你可能会被执行机制卷入，这就像任何其他加密质押协议一样。

But in some type of high, high, high volatility, you could get caught up with the execute, which is just like any other crypto staking protocol.

所以那里有很多很棒的消息。

So a lot of great fun news there.

当然，值得持续关注，看看资金流向与以太坊相比会如何发展。

Well, definitely something to keep watching and see where the flows go compared to Ethereum, Ethereum.

另外，我不确定你有没有注意到，我提到过Coinbase是它的托管方。

And then like, I didn't know if you caught that I mentioned Coinbase is the custodian for that.

所以这两位亿万富翁CEO的合影真是挺有意思的，他们两人加起来可能值好几十亿美元，对吧？

So interesting picture for two massive CEOs worth tons of couple billion dollars between the two of those probably, right?

我只是不知道那里到底发生了什么？

Just I don't know what's going on there?

尴尬的拥抱。

Awkward hug.

是的。

Yeah.

作为一名媒体从业者，我觉得我们可以给他们安排更好的灯光。

Just as a as a media guy myself, like we could get them some some better lighting too.

但话说回来，这两位可是我们节目的铁杆支持者。

But hey, two for two huge friends of this show there.

没有什么比来自Coinbase和贝莱德的朋友更棒的了。

Nothing nothing better than our friends from Coinbase and BlackRock.

如果你对从事加密货币领域感兴趣，除了贝莱德和Coinbase，还有哪些地方？

And that's if you're interested in working in crypto, BlackRock, Coinbase, where else?

让我告诉你，在第一季度，我看到了大量职位空缺。

Well, let me tell you in q one, there's tons of openings I saw.

一条有趣的推文。

A cool little tweet.

我只是觉得这很有趣，你看，标普、彭博、道富、富达、纽约梅隆银行、纳斯达克、布朗兄弟哈里曼，布朗兄弟哈里曼的数字战略负责人。

I just thought this was interesting just to see, you know, S and P, Bloomberg, State Street, Fidelity, BNY, NASDAQ, Brown Brothers Harriman, head of digital strategy for Brown Brothers Harriman.

我见过很多这样的推文。

I've seen a ton of tweets like this.

我只是随手抓了一条。

I just pulled one.

有几条推文里都列出了大量的工作机会。

There was a couple of them that just had tons of of opportunities for jobs.

大多数，老实说，都集中在代币化和大量的数字资产战略方面。

Mostly honestly around tokenization and a ton of you know, digital asset strategy.

再说一遍，围绕这个行业的建设从未停止。

Again, it goes back to the building around around this industry has not stopped.

尽管价格走势对相关人士不利，但我认为，建设工作从未停止。

While price action has not been favorable for those involved, the building, I think, has not stopped.

无论你是否在听这个播客，以及我们过去几周邀请的那些精彩嘉宾，还有我们持续推出的节目，这些都指向那些不断为未来布局的大型企业和金融巨头。

Whether you're listening to this podcast and all the amazing guests that we've had over the last couple weeks and the shows that we continue to put out to these, you know, huge businesses and finance that just continue to build for the future.

这让我变得乐观起来，甚至像斯坦利·德鲁肯米勒这样对加密货币不太感兴趣的人，我也找了一个有趣的片段让我们听听。

So it kind of gets me bullish and even people that aren't huge fans of crypto like Stanley Drunkenmiller is a cool little clip here I pulled for us to listen to.

他并不是比特币或加密货币的狂热支持者，但他深入研究了稳定币，并称其为未来。

Again, not the hugest fan of you know, Bitcoin or crypto in general, but just diving into Stablecoins full fledged and said it's the future.

所以我们来听听这段，然后我们再讨论。

So let's tune in and then we can discuss.

加密货币？

Crypto?

我很久以前就说过这句话，现在我再重复一遍。

I said this a long time ago and I'm gonna say it again.

这是一个在寻找问题的解决方案。

It's a solution looking for a problem.

我很遗憾它曾被当作价值储存手段，因为根本不需要这样。

I'm very sad that it ever happened as a store of value because it wasn't needed.

但它是一个品牌，这些人都非常热爱它。

But it's a brand and these people love it.

所以它将成为一种价值储存手段。

So it's going to be a store of value.

另一方面，区块链和稳定币的使用——如果你愿意把加密货币也包含在内——在提升生产效率方面极其有用。

On the other hand, blockchain and the use of Stablecoins, if you want to throw crypto into that tokens, incredibly useful in terms of productivity.

我预计我们的整个支付系统将在十年或十五年内变为稳定币。

I I assume our whole payment systems will be Stablecoins at ten or fifteen years.

整个支付系统在十年或十五年内都将使用稳定币。

The whole payment system's gonna be Stablecoins in ten or fifteen years.

这听起来需要建设大量的基础设施。

That sounds like a lot of infrastructure that needs to get built.

这听起来与我们今天所熟知和使用的传统银行系统相比发生了巨大变化。

That sounds like a lot of changes from the traditional banking system that we know and use today.

因此，我们看到银行、信用卡等众多领域出现大量职位空缺，这完全说得通。

And that makes a ton of sense why we're seeing all these job openings from across a plethora of different, whether it's banking or credit cards.

接下来我要过渡到下一个话题，但我不想特别聚焦于此，我们也可以把讨论范围扩大一些。

And I'll transition us into the next topic, but I don't wanna necessarily, we wanna focus on this specifically, but we can broaden the conversation out too.

我总觉得万事达的这个公告太惊人了。

Just this Mastercard announcement, I thought was wild.

我看到这个消息，正在阅读时，还看了他们发布的视频。

I saw this, I was reading through this and just the video that they put out here.

这个项目有这么多不同的合作伙伴，超过85家加密公司与万事达合作。

All these different you know partners of this program over 85 crypto companies partnering with Mastercard here.

这些公司中很多，我本来想说，这简直像宇宙一样——我们之前在播客里提到或讨论过的公司，现在居然都和万事达合作了？

A ton of these can right there, was gonna say it's a cosmos like how many of these have we not only had on the pod or talked about and now they're partnering with Mastercard?

这是一次大规模的发布，各位。

This is a huge rollout guys.

来试试看吧，乔，我们先从你开始。

So take a stab at it, Joe, we'll start with you.

如果你了解Mastercard的具体情况，可以就这个展开，或者谈谈整个稳定币的整体情况。

You can go Mastercard specific if you're aware of, you know, this, if you looked into it all or just the whole Stablecoin view as a whole.

这件事进展得很快。

This is moving fast.

是的。

Yeah.

很多人没有意识到，使用加密货币仍然不是一种自然而然的习惯。

A lot of people don't realize that utilizing crypto is still not, you know, second nature.

对吧？

Right?

它仍然很麻烦。

It's still cumbersome.

我觉得我们并没有在使用它。

We have I don't think we use it.

对吧？

Right?

我们根本没在用稳定币信用卡。

We're we're not using Stablecoin credit cards.

我的意思是，布莱恩在用，但他用的是Gemini品牌的信用卡。

I mean, Brian is, but he has a Gemini branded credit card.

这根本就不是加密货币，布莱恩。

It's not even it's not even Crypto, Brian.

拜托。

Come on.

跟上节奏吧。

Get with it.

我们需要他们使用真正的加密货币借记卡，我不是在怪他，因为我自己也没这么做。

We need them to utilize the actual Crypto debit card and and that's, not not throwing slack on him because I'm not doing it myself.

我们每天都在使用加密货币。

We're using Crypto every day.

拼写是 'slack'。

It's spelled slack.

意思是，比如在咖啡店那种地方。

Meaning, like, you know, at a coffee shop.

对吧？

Right?

那种情况马上就要来了。

At at that's coming.

我今天读到一篇关于迪拜引领稳定币趋势的文章。

I read today there's an x on how Dubai is leading the Stablecoin kind of momentum.

上周，他们的稳定币发行量从1700万增长到了710亿。

They printed from 17,000,000 Stablecoins a billion Stablecoins to, like, 71,000,000,000 in last week.

总体来看，我们正看到更广泛的应用。

And overall, we're just seeing just wider adoption.

这里，我拍了一张，但你看不太清楚。

Here, I took a you can't really see it.

该死。

Dang it.

哦，现在能看到了。

Oh, you can see it.

这是我在日本打车回家时坐的出租车。

So that's in a taxi cab that I took home from Japan.

那是最后一天，Brian，你还记得吗？

That was the last day, and it was, Brian, you remember this?

这是嘉宾的Snap广告，他们正在出租车后部做宣传。

This is the guest snap it, and they're advertising in the back of a taxi.

你拍下食物、餐厅之类的照片。

You take a picture, snapping pictures of, you know, food, restaurants, whatever.

你会得到比特币作为报酬。

You get paid in Bitcoin.

这是我们大约两年前的播客嘉宾，我都记不清了。

So that was our podcast guest from, like, two years I'm not even sure.

我记得他们谈论过，说他们在日本非常火爆。

I remember when they talked about when they talked about it, like, we're huge in Japan.

我当时就想，是的。

I was like, yeah.

对吧。

Right.

你知道的。

You know?

然后两年后，就在上星期，我 literally 坐在一辆出租车后座，看到他们正在用拍照赚取比特币的方式。

And then two years later, like, I'm in the back of a taxi cab just, like, literally last week, and they're showing them utilizing taking a picture and getting earned Bitcoin.

所以我想说的是，加密货币的使用正缓慢地渗透到世界各地。

So what I'm trying to say is that the utilization of crypto is slowly, like, perforating through the world.

对吧？

Right?

然后我每年都会去日本。

And then I I'm I I to Japan, like, every year.

这是我第一次看到加密货币出现在出租车后座上。

That's the first time I've seen crypto, being featured on the back of a taxi cab.

有了万事达卡、稳定币这样的机构，我只看到它和人工智能一样，当Clarity应用真正打开闸门时，会呈指数级增长。

So with the likes of Mastercard, with the likes of Stablecoins, I only see that as, like, a hockey stick puck upwards along with AI when it really you know, when the floodgates really open with the Clarity app.

所以，我们还在等。

So, you know, we're still waiting.

我们仍在等待普及。

We're still waiting for adoption.

是的。

Yeah.

说得真好。

Well, well said.

我的意思是，看到这些合作真的很棒。

I mean, it's great to see all these partnerships.

其实，当我看你今天为节目准备的这份材料时，我一直在看，被那些与万事达卡相关的名称深深吸引住了。

I was actually, when I was looking at the sheet, when you were putting this together for the show today, I was looking at this sheet and like, was captivated with all the names that were kinda rolled through with Mastercard.

我当时就想，天啊，这感觉真的太棒了。

And I was like, man, does that feel yeah.

看看这个。

Look at this.

这太疯狂了。

This is insane.

这挺有意思的，你刚才放的那段视频里，除了我之外，他说加密货币是寻找问题的解决方案，而它在稳定币上找到了一个巨大的问题。

It it is interesting with that, what the video that you played before is what names except me, but what he said was crypto was a solution looking for a problem and found a huge problem in in Stablecoins.

你并不完全同意加密货币是寻找问题的解决方案这个说法。

You don't a 100% agree that crypto is a solution looking for a problem.

我认为加密货币在很多不同行业都有更好的应用场景，但在稳定币方面，我完全同意他的观点，它们将彻底改变一切运作方式，并颠覆众多市场。

I think there was a it was just better for a lot of a lot of different industries, but Stablecoins, I a 100% agree with him on Stablecoins and how they're gonna change the way, I mean, way everything is operating and disrupt so many different markets.

但这里列出了Mastercard的87个加密货币合作伙伴。

But this is 87 of Mastercard's crypto partners.

所以在这里右边，你可以看到它涵盖了区块链、发卡、支付基础设施、安全与合规、托管、稳定币基础设施、银行、桥接、交易所以及其他领域。

So on the right here, you can see that it's made up of blockchains, card issuance, payments infrastructure, security and compliance, custody, Stablecoin infrastructure, banking, bridges, exchanges, and then other.

另一个是Global Payments、Nexo和PayPal。

The other is Global Payments, Nexo, and PayPal.

同样，这个加密合作伙伴计划值得密切关注。

Again, it just Crypto Partner Program, it's something to keep an eye on.

除了这些公司正聚在一起，试图探索如何促进合作之外，没有太多细节。

There wasn't too many details other than all these companies are coming together to, I guess, you know, try and see how they can support collaboration.

这值得留意，因为我觉得引起我注意的原因是这些公司名称、这个公告，以及整个万事达卡——如果我查看他们的官方简介，会发现‘将数字资产转化为现实世界的价值’是无价的。

It's something to watch because I think, I guess the reason why it popped out to me so much is the names, is the announcement, and then just Mastercard as a whole, if I pull up their actual, their bio, like interesting bio here, turning digital, digital assets into real world value is priceless.

你基本上是在改变他们在X平台上的整个标语。

You know, basically changing their whole slogan there on X.

那么，冰球将往哪里去？

So where where's the puck going?

显然，很明显，趋势似乎是代币化。

Clearly, clearly, it seems to be tokenization.

似乎是稳定币，而你来对地方了，正在收听《加密货币101》，因为我们已经做了很多年了。

It seems to be stablecoins and you're in the right place here listening to Crypto one hundred one because we've been doing this for years.

我们已经经历过多个周期了。

We've been doing this for cycles.

如果你是新来的并且喜欢我们的内容，或者你是老观众，请给我们点个赞。

So if you're new here and liking it or if you're old, please give it a thumbs up.

给这个视频点个赞。

Give the video a thumbs up.

我们当然非常喜欢做这件事。

It's obviously we love doing this.

这是免费的，而且真的能帮助视频获得更多的曝光。

It's free and it really helps the video get more exposure.

如果你是新观众，在右下角你会看到我们的播客图标。

If you're new on the bottom right, you'll see our podcast logo.

点击它并订阅，这样你就能更频繁地和我们在一起。

Hit it and subscribe so you can join us more often.

今天周五，聊天区特别活跃。

The chat super active today on a Friday.

来自美国的CJE。

CJE from The USA.

来自尼日利亚的Yodel也在。

Have Yodel from Nigeria guys.

我们有来自蒙特利尔的Sherry，蒙特利尔。

We have Sherry from Montreal, Montreal.

我们有来自俄克拉荷马的Brett。

We got Brett from Oklahoma.

难以置信。

Unbelievable.

今天周五，我们简直是在全球范围内作画。

We're we're literally painting around the globe today on a Friday.

我们太喜欢了。

We love it.

但现在该转场了，不，我们还有一个小惊喜要和你们分享。

But it's time to transition into what or no, we got one little fun one little fun one with you.

这个太疯狂了。

This one's wild.

好的。

Okay.

抱歉，是我的错。

My my bad.

是我的错。

My bad.

布莱恩，你来吧。

Brian, take it away.

你来吧。

Take it away.

哦，不。

Oh, no.

就是这个家伙。

It was this this guy.

我不太清楚所有细节，所以我不想搞砸了。

I I don't know the I know some of the details, so I don't wanna butcher it.

我应该把那条推文调出来。

I should bring the tweet up.

但我知道这家伙亏了五千万。

But I know this guy lost, 50,000,000.

他当时想用USDT换成Aave，对吧？

What was he trying to swap into Aave, I believe, using USDT?

而且，界面给了他警告，滑点高达99%。

And he, the interface gave him a warning, high slippage, like, 99%.

这一切都完成了。

This was all done.

这里写着吗？

Does it say on here?

在手机上。

On mobile.

这哥们儿居然用手机交易五千万美元。

This guy's he's swapping $50,000,000 on his mobile device.

我也经常用手机交易，但如果你要操作这么大的一笔交易，我肯定会坐到桌前，锁上门，拉上窗帘。

And, like, I trade on my mobile a lot too, but, like, you know, I I might I might sit down at the desk and lock the door and close the windows if I was making a swap that heavy.

我甚至看到有人说，他们试图退还给他大约60万美元的手续费。

And I even read somewhere that they were trying to return, like, 600 k back to him in fees, somewhere.

但这对个人来说实在太糟糕了。

But this this is just I I I this sucks, like, for the individual.

太惨了。

It's horrible.

我真的为他们感到难过。

Like, I feel horrible for them.

但这种情况简直像是在做内容和媒体时的绝佳素材——如果你真想拍个搞笑视频，就拍一个人在手机上交易五千万美元，系统弹出99.9%的价格影响警告，他却还是直接点确认。

But this almost screams, like, when we talk about doing, like, content and media, if you ever wanted to do, like, a humorous video, like, you're doing something, you're on your mobile phone trading $50,000,000, you get a price impact warning that's gonna affect you by 99.9%, and you still would just jam the go button.

这里到底发生了什么才是真正的疑问，但简直疯狂。

What was going on here is the real question, but just insane.

你们看到关于这个的重读了吗？是的。

Did you guys see this rereading about it at Yeah.

全部都是当它

All when it

看到这些东西时，我会停下来思考。

It makes me pause when I see this stuff.

我心想，啊。

I'm like, ah.

是的。

Yeah.

我的意思是，就像你说的，这是在手机上进行的。

I mean, is it some like, like you said, it's on mobile.

他们显然没有认真对待，我的意思是，你不想多说，因为你不在现场，但感觉他们就是太粗心了。

They're not, they're clearly, I mean, you don't wanna talk, like you don't know, you're not there, but like it just feels like they're being careless.

所以这是不是某个有钱的富二代，有大把资金，能在手机上随意转账五千万，觉得这根本不算什么？

So is this like some chic son that has, you know, Buku bucks that can just flip 50,000,000 on his phone because it's nothing?

这些到底是什么人？

Like, who who are these people?

我其实深入研究了一下，因为你知道，我们经常看头条新闻，但稍微深入读一点真的很有帮助。

Well, I read I read into this a bit because, you know, we do a lot of headline news, but reading, you know, a few inches deep helps a lot.

有传言说这根本不是一个真实用户。

And there's speculation that this is not a real user.

据说这是一个新开的金融钱包，试图通过这个流动性极低的资金池洗钱。

It's supposedly like a fresh finance wallet looking to launder dirty money through, like, this really low liquidity pool.

但即使有这些借口，这种事情也不该发生。

But even with all those excuses, this shouldn't have happened.

Aave不应该——抱歉，不管他们用的是哪个DeFi协议，那个协议的创始人出来都说，这本不该发生，本该有安全措施，即使他批准了99%的失败率来兑换，他确实批准了，但这本不该发生。

Like, Aave should not I'm sorry whichever DeFi they utilize that protocol that the founder came on said yeah this shouldn't have happened there should have been safeguards even though he did approve a 99% fail failure you know to swap he did approve it That shouldn't have happened.

所以，是的，事情还在发展中。

So, yeah, still unfolding.

这真的很疯狂，但这是真实的，无论这个人的钱是否干净，对他来说都是实实在在的损失。

It's pretty crazy, you know, but it's it's real it's a real loss for this individual with dirty or not.

这能直接把五千万美元变成几乎一无所有，但我觉得这个人肯定不是我们的听众，因为谁会去交换Abe呢？

It would turn fit like, $50,000,000 into essentially nothing, but I would say that this person is definitely not a listener of ours because why would you swap an Abe in the first place?

Abe已经多年表现不佳了。

Abe hasn't been performing for years.

去YouTube上看个教程吧。

Watch a tutorial on YouTube.

我的意思是，我们有很多教程。

I mean, we have a ton.

但我们已经讲过滑点的问题了。

But I mean, we I we went over slippage.

你知道的，我们已经提醒过这个警告了。

You know, we went over this warning.

这正是我们在这里做的事，各位。

That's what we do here, guys.

我们进行教育。

We educate.

但如果是黑钱，我跟你说，布莱恩。

But yeah, if it's dirty money, I'll tell you this, Brian.

如果是黑钱，就不是我们节目的朋友。

If it's dirty money, not friend of the show.

不是我们节目的朋友。

Not friend of the show.

我们不需要Lot

We don't need Lot

朋友，但也不是说

of friends, but not Not that

如果是黑钱，就不要那个家伙。

that guy if it's dirty money.

他显然不听我们的加密货币播客，因为他是个傻瓜。

So and he clearly doesn't listen to the Crypto one one podcast because he's an idiot.

他今天周五是我们节目的愚人。

He's our idiot of the day on a Friday here.

基本上蒸发了五千万美元。

Basically evaporating $50,000,000.

感谢你的见解，太棒了。

Thanks for the insight, That was great.

而且这

And makes

是的，乔。

Yeah, Joe.

那真是太好了。

That was so good.

是的。

Yeah.

这很有道理，但你的观点是，我们试图通过YouTube、播客或社区来普及知识。

It makes it makes a ton of sense, but kind of your point of, you know, we try to educate whether it's the YouTube, whether it's the podcast or the community.

所以，如果你们想更多地参与我们的社区，无论是布莱斯还是布伦丹，都请查看下方的链接。

So if you guys are interested in getting more access to us as a community, know, whether it's Bryce or Brendan, you know, check the links below.

我们为我们的加密货币投资组合提供了美元试用，同时为动量赚钱者布莱恩和乔也提供了试用。

We have you know, dollar trials for our crypto portfolios and then for the momentum moneymaker guys, Brian and Joe here.

如果你熟悉他们，想更深入了解他们的通讯和电话建议，我也在描述中为他们提供了美元试用。

If you're familiar with them and you want to get more in tune with their newsletter and their calls, I have a dollar trial for them as well in the description.

点击一下，试试看。

Give it a click, try it out.

你最近也看过他们精彩的建议，比如‘揍猴子’，还有我们过去一周讨论过的其他内容，比如你们做的那个AI机器人电话。

You know, you've seen their great calls even recently, like Punch the Monkey and the others that we've covered over the last week with your, what was it, the AI bot call that you guys did.

上周我们和布莱恩一起复盘过那个内容。

We went over that with Brian last week.

那真是太棒了。

That was great.

那我们来聊聊动量方面的新闻。

So let's go over the momentum news.

如果你喜欢这个播客，想更快地获取这类电话建议，以便做出自己的决策并采取行动，那么美元试用是最好的方式。

And if you're somebody that, you know, enjoys the podcast and wants those quicker access to these type of calls to maybe make some of your own, you know, decisions to act on them, the dollar trial is the best way to do it.

所以检查下面的链接，让我们开始今天的精彩内容，为周五画上句号。

So check the link below and let's get into the fun stuff to wrap up our Friday.

Pudgy Penguin 又上新闻了，到目前为止成功挺过了诉讼，他们还要推出 Pudgy World？

Pudgy Penguin back in the news, surviving the lawsuit so far, and they're launching Pudgy World?

是的。

Yeah.

那场诉讼早就过时了。

That lawsuit was so yesterday.

我的意思是，那只是个微不足道的小插曲。

I mean, that was such a blip on the radar.

乔，你有看到吗？

How about I I Joe, did you see that?

因为你不在。

Because you're away.

你有没有注意到，Penguin Clothing Company 对 Pudgy Penguins 提起了诉讼？

Did you see that the Penguin Clothing Company filed a lawsuit against the Pudgy Penguins?

我看了。

I did.

我的意思是，我对整个诉讼感到非常反感。

I mean, I'm I'm disgusted by that entire lawsuit.

我不瞒你说。

I'm not gonna lie.

但Pudgy World看起来超酷的。

But Pudgy World looks super cool, man.

他们推出了一款免费的网页游戏，刚刚上线了。

It's a free browser game that they came out with, that just went live.

我觉得有大约12个不同的世界或城镇。

I think there's, like, 12 different worlds or towns.

不需要下载，就是一款非常容易上手的网页游戏。

There's no download needed, so it's just a real easy browser game.

对每个人来说，都能即开即玩。

It's really just instant play for everyone.

这将极大地帮助提升这个IP的价值。

This is gonna help tremendously to, like, grow the IP.

我觉得他们已经提到过一些与Pengu的整合了。

I think there's already, they, like, mentioned some integrations with Pengu here.

我相当确信这样的整合一定会实现。

I I I'm pretty confident that there will be.

但你知道，这将免费吸引数百万喜欢游戏、喜欢这个IP的普通用户进入生态系统，持续扩大NFT IP的规模。

But, you know, this is bringing millions and millions of normal people that like games, that like this IP into the ecosystem for free, and it continues to grow the NFT IP.

这是同性恋游戏，未来的代币用途。

It's gay gaming, the future token utility.

希望这个功能很快就会推出。

Hopefully, that's gonna be incoming.

这是一个很棒的公告，我们经常这么说。

An awesome announcement, and we say it all the time.

他们不断发布更多公告，比我们关注的前100名山寨币中一半的公告还要多，我觉得。

They just keep making more and more announcements, More announcements than, like, half the altcoins that we follow in the top 100, I feel like.

是的

Yeah.

你对Pudgy World有什么看法？

Any take on Pudgy World?

我没关注Pudgy World。

Not in Pudgy World.

这是我第一次听说这个。

I that's the first I've seen it.

我刚从东京回来，所以没怎么留意。

I just got back from Tokyo, so I didn't really see it.

但就Pudgy本身而言，上个月刚过去的农历新年期间，我看到很多GIF动图。

But on Pudgy itself, I've seen a lot of the GIFs through throughout Lunar New Year that just passed this last month.

有很多人发给我这些图，但他们根本不知道Pudgy是什么。

A lot of people sending it to me that has no idea what Pudgy is.

所以它仍在渗透许多市场，并抢占用户心智。

So they're still penetrating a lot of markets and stealing mindshare.

看到这个真好。

So good to see that.

是的。

Yeah.

还有些新闻，我没看到这个。

And then some news, I didn't see this.

很高兴我们提到了这个。

Glad we brought it up.

关于Pengu ETF的一些消息。

Some news on the Pengu ETF.

是的。

Yeah.

我提到这个是因为这是新闻，其实不是坏消息。

I put that in because that's news, not bad news actually.

我们只是想更新一下大家的信息，因为我们总是谈论Pengu ETF，它什么时候推出？

We just wanna update everyone because we always talk about the Pengu ETF, when's it coming out?

这将有助于提振币价。

It's gonna help float the bags.

Pengu ETF 最近被 Canary Capital 撤回，但 S1 注册仍然有效，他们仍可重新提交。

The Pengu ETF got recently withdrawn from Canary Capital, but the S1 registration is still up, they could still file.

很多申请都会被撤回以便修改。

Things get withdrawn all the time to get reworked.

他们表示，将从其中移除 NFT，仅保留 Pengu ETF，因为很多人不知道它最初是以 Pengu 和 NFT ETF 的形式提交的，这是首个此类产品，这可能是导致延迟的原因。

And what they're saying is that they're going to take the NFTs out of it and strictly go of the Pengu ETF because a lot of people don't know that it got submitted as a Pengu and NFT ETF, the first of its kind, which is probably what's delayed it.

很多人期待它在今年第一季度上线。

A lot of people are looking for this to launch in the first quarter of this year.

因此，大家希望它能在今年晚些时候更快地推出。

And so hopes are that it's gonna launch later in the year and much more speedily because of that.

Pengu 本身，你知道，我们把它看作是模因币市场的晴雨表。

And Pengu itself is, you know, we we kinda see as a barometer of the meme coin market.

当它波动时，模因币市场也会随之大幅波动。

When it moves, the meme coin market really moves alongside with it.

它的表现远远超过了NFT。

It's really outperformed the NFT.

所以如果你在过去几周持有Pengu，它的表现相当不错，上涨了大约30%。

So if you did hold Pengu during these last few weeks, it's it's performed pretty well up like 30%.

是的。

Yeah.

Pengu真是太波动了，老兄。

Pengu is so volatile, man.

它上下起伏的过程真是刺激。

It's it's a it's a fun ride up and down.

是的。

Yeah.

我还在持续定投，只是往钱包里不断加仓，我想着，万一它真能成为Web3的迪士尼、成为一个家喻户晓的品牌，我非得后悔死不可。

It's one of those that I still dollar cost averaging and just throw on a wallet and I'm like, hey, if this really does become it's not gonna become this big, but like the Disney of the web three or this household brand, I'd kill myself or kick myself.

后悔死。

Kick myself.

别封禁我们，YouTube。

Don't ban us, YouTube.

如果Pengu涨到数十亿美元，我会恨死自己。

Kick myself if, like, Pengu took off for billions and billions of dollars.

我只是需要持有它，因为他们是那个在追踪PenguETF的团队。

I just need exposure to it because they're one team that's, I mean, they're they're following a Pengu ETF.

他们拥有Pudgy World。

They have Pudgy World.

他们在各个领域都在做，并且做得很好。

They're doing everything in every sector, and they're doing it well as well.

这可不是劣质作品。

It's not crappy work.

他们推出的每一样东西，比如游戏，他们的手机游戏。

Everything that they deliver, like the games, their mobile game.

我还没试过Penguin World，但他们的手机游戏绝对是顶尖的。

I haven't checked out Penguin World yet, but their mobile game's elite.

太棒了。

It's awesome.

总是有新的更新。

There's always new updates.

我孩子们很喜欢。

My kids love it.

我不知道。

I don't know.

你总是提到那个手机游戏。

You talk about that mobile game all the time.

真的很有趣。

Like, it's It's so fun.

Penguin World发布了。

Penguin World comes out.

天啊。

I'm like, oh my god.

又一款游戏。

Another game.

布莱恩这个周末别想干任何园艺活了。

Brian's not gonna Brian's not gonna get any of his gardening done this weekend.

这款新游戏上线了。

This new game dropped.

简直难以置信。

It's unbelievable.

我不是个狂热玩家，但你知道的，我让孩子们种点东西，以防万一。

Not a big gamer, man, but you know, I got those kids farming, you know, just in case.

好像有个空投什么的，你知道的？

There's some sort of an airdrop, you know?

我太喜欢了。

I love it.

还有别人，我不确定他们是真在建设，还是只是在搞营收，Pump。

Somebody else that seems to be I don't know if they're building as much as they're doing some revenue, Pump.

有趣。

Fun.

我们还没聊过Pump。

We haven't talked about Pump.

太有趣了。

Fun much.

我知道最近新闻里提到了。

I know it came up in the news, recently.

我想我们之前提过，Brian，但它的收入势头强劲，而且还在向以太坊扩展。

We covered it, I think, Brian, but, revenue going strong and and some expansions into Ethereum.

我需要有人解释一下，为什么这个代币涨得这么慢。

I need somebody to break down, like, why this token's not going up faster.

今天它的价格其实是下跌的，我认为。

It's actually down on the day, I believe.

但你知道，Pump.fun是唯一一个基于Solana的迷因币发布平台。

But, you know, Pump.fun is that sole Solana meme coin launch pad.

他们正在尝试做更多事情，并且已经实现了累计十亿美元的收入。

They're trying to do even more, and they just crossed a billion dollars in lifetime revenue.

我相信，这是第一个达成这一成就的Solana应用。

The first Solana app, I believe, ever to do that.

即使还没有热门模因币爆发，他们每天仍能产生一百万美元的手续费。

And they're printing 1,000,000 per day in fees still without even Meme Coins, like, rocking.

但现在有大量代币正在生成，而所有这些手续费几乎都直接用于购买Pump代币，这已经销毁了约30%的供应量。

But there's a lot of coins that are getting generated now, but all these fees go straight back or pretty much all of them to buying the pump tokens which has already removed like 30% of the supply.

他们正在扩展到以太坊、Base，很快还将扩展到MONAD，就像Hyperliquid的世界一样——我喜欢Hyperliquid，是因为它的应用功能、回购机制以及它所获得的关注，而且它能赚钱。

So in they're expanding to Ethereum, they're expanding to base, they're expanding to MONAD soon, so it's like the Hyperliquid world of like, I like Hyperliquid because of the app and what it does in the buybacks and the attention it gets, and they make money.

这就是我喜欢Hyperliquid的原因。

That's why I like Hyperliquid.

人们去那里交易石油。

People go there to, like, trade oil.

人们去那里购买比特币、开多单、进行永续合约交易。

They go there to buy Bitcoin, open longs, do perps trading.

他们正在做更多事情，而且热度看起来不错。

They're doing more, and hypes looks good.

这是加密世界中一个非常独特的应用，别无同类。

And that's this, like, interesting app in the crypto world, nothing of its kind.

Pump.fun 似乎正在为自己开辟一个独特的细分市场。

Pump.fun feels like it's really cutting a niche for itself.

它已经凭借作为模因币启动平台占据了地位，但仍在创造惊人的收入，纯粹是金钱，并且正在回购自己的代币。

It already has it with being this meme coin launchpad, but they're still creating an insane amount of revenue, like just pure money, and they're buying back their own token.

所以我在代币价格上被吹捧，但当我查看图表时，它看起来并不那么令人印象深刻。

So I I I get booed up on the token price, but then when I look at the chart, it doesn't look as impressive.

你知道，就在过去一个月里，它基本持平。

You know, it's just over the last month, it's pretty flat.

所以我需要再深入调查一下，因为坦白说，我觉得这里可能有一个机会。

So I I need to do a little bit more digging into it because it feels like feels like there could be an opportunity here to be completely honest with everyone.

感觉随着主流市场继续增长，当我们走出这个加密交易低迷期时，如果Pump。

It feels like, you know, as the mark the majors continue to grow and we get out of this crypto trading rut, if it if Pump.

Fun每天仍然能赚一百万美元的手续费，就像我们现在所处的市场，我们刚刚还在投机化肥股票。

Fun's still making a million dollars a day in fees, like, in the market that we're kinda in now, we're, like, speculating like, we're speculating on fertilizer stocks twenty minutes ago.

那当我们开始投机链上资产时，会发生什么？

Like, what happens when we start speculating on, like, on chain assets?

它会回来的。

It'll come back.

这正是我提起它的原因。

That was why I brought it up.

那就是那件事的基础。

That, like, that was the basis of that.

就像说，钱只是在四处流动。

It's like, hey, the money's just sloshing around.

它不会消失。

Like, it's not going anywhere.

它会回来的。

It's gonna come back.

是的

Yeah.

所以当它回到链上时，Pump。

So when it comes back on chain, Pump.

Fun 绝对感觉像是代币发布的首选平台。

Fun definitely feels like the number one launch pad for coins.

现在他们正在扩展到以太坊、Base 和 Monad。

Now they're expanding to Ethereum and Base and Monad.

而在这个过程中，他们是 Solana 上收入最高的应用，每天产生一百万美元的手续费，总计十亿美元，用于回购自己的代币。

And while this is all going on, they're the number one most revenue generated app on Solana at a billion dollars making a million dollars a day in fees buying back their own token.

听起来几乎好得不像真的，但该代币的价格却横向盘整。

Like, it sounds almost too good to be true, but the token's trading sideways.

所以我可能会再深入研究一下，下周在我们的私密社群里讨论，等我挖到更多信息，但感觉如果整个市场开始产生一些炒作和关注，可能会出现一个不错的上涨行情和突破。

So I'm gonna probably do a little bit more digging, probably talk about it with our private community next week when I dig up, but it feels like there could be a nice little uptrend scenario with a breakout in with, you know, the rest of the overall market starting to generate some hype and interest.

所以这绝对是我的重点关注代币之一。

So it's definitely a token on my shortlist to keep eyes on.

是的，我的意思是，你们已经听过他们对下面那个链接的初步分析了，可以去看看Brian可能会在Pump上发现什么。

Yeah, I mean, you heard their first dive into that link below for a trial to check out what Brian might dig up around Pump.

Fun。

Fun.

这个社区的核心就是如此。

That's what that community is about.

我们一直免费做这个播客，但如果你想第一时间获取这些家伙挖掘出的想法和研究，那社区就是为此而设的。

Again, we love doing the podcast for free, but if you want that early access to the thoughts and the research that these guys dig up, you know, that's what the community's for.

就是收到邮件提醒，一有发现就立刻发到你的邮箱，这才是真正的机会所在，是动量所在，是内幕信息所在。

It's, you know, getting that email alert sent right to your inbox, right when they find it, and that you know, that's where the action, that's where the momentum, that's where the alpha is.

我注意到你今天戴了那顶Wrecked的帽子，Brian。

I saw you wore your wrecked hat today, Brian.

我当时就想，我看到Wrecked字样了。

I was like, I saw wrecked on the sheet.

我看到Brian戴着一顶Wrecked帽子出现了。

I saw Brian come on with a wrecked hat.

我当时想，天啊，肯定有什么大新闻。

I was like, oh boy, there must be some big news.

这可是大事。

And this is big.

这把你们一直经常谈论的两个项目联系在了一起，它们现在正在合作。

This is tying together two, two projects that you guys talk about a fair amount for for a long time that are that are partnering here.

这真让人兴奋。

So that's exciting.

是的，老兄。

Yeah, man.

这是个好消息。

This is great news.

现在他们公布了一些细节。

Now they've released some details here.

我上麦之前刚看过，他们将会有一个白名单。

I was looking at it right before I jumped on, but there's gonna be an allow list.