加密货币简报：机构仍在布局加密货币，MrBeast收购银行，Coinbase 超级碗广告回顾

这是关于《清晰法案》的最新进展。

So that's an update on the Clarity Act.

显然，接下来还会有很多会议，我们会持续更新相关信息。

Obviously, gonna be a lot more meetings at that and we'll keep you tuned in as we get get the updates going.

不过我们聊得有点多了。

But we got got a little chatty.

我们这里汇聚了来自各地的人。

We got people all over.

我们有来自伦敦、亚利桑那和加利福尼亚的人。

We got London in the house, Arizona, California.

还有丹佛，还有坦帕的人。

We got what Denver, we got Tampa.

难以置信。

Unbelievable.

向聊天室里的所有人致意。

Shout out to everybody in the chat.

再给我们点个赞吧。

And again, give us a thumbs up.

如果是新来的，请在右下角订阅。

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

点击我们的标志。

Hit our logo.

感谢大家的到来。

We appreciate everybody being here.

这一直是我们的成果，再次感谢我们自己，尤其是社区内的每一位成员。

This is this has been and again credit credit to us another another credit to us and especially inside the community.

接下来我们要聊聊HyperLiquid。

We're gonna talk about hyper liquid now.

HyperLiquid是团队喜欢的一个项目，我想它也出现在我们的通讯中。

And hyper liquid is something that you know, the team likes and I think it's it's something that has been written about in our newsletters.

几个月来，它一直是我们VIP辅导电话会议中的热门话题，而且在此次市场低迷期间，它一直是表现最好的资产之一，这些内容只有在私人社区里才能获得。

It's something that has been talked about in the VIP coaching calls for months now and it's it's been one of the best performing assets during this downturn and and that's the type of stuff that you get in the private community.

所以如果你有兴趣获取这些内容，获得更深入的分析以及更多与团队接触的机会，下方链接有GoCrypt Nation VIP的美元试用，可以让你访问通讯和辅导通话。

So if you're interested in getting the access to that stuff and getting, you know, better breakdowns and more kind of access to the team, the link below, there's a there's a I think a dollar trial for GoCrypt Nation VIP to get access to the newsletter and the coaching calls.

去查看一下吧。

Go down and check that out.

但让我们来打开Hyperliquid的页面。

But let's let's pull up Hyperliquid.

这又是一个我知道你非常关注的项目，而这确实令人震惊。

Again, a project that I know you're you're pumped about and this this was shocking.

我的意思是，它的交易量已经超过了Coinbase，这非常有趣。

I mean, the trading volume is is surpassing Coinbase, which is fascinating.

所以我现在把话筒交给你，因为我知道你是Hyperliquid的铁粉。

So what I'm I'm gonna hand this off to you because I know you're a big Hyperliquid guy.

是的。

Yeah.

我喜欢Hyperliquid。

I like Hyperliquid.

这非常有趣，因为它是领先的去中心化永续合约平台，但它们还在构建大量其他东西。

It's it's super interesting because it's the leading decentralized perps platform, but they're also building so much.

它们有自己的区块链，那里有很多进展。

Their own chain, there's a lot going on there.

但这些信息非常有趣。

But this information is super interesting.

它们做了什么？

They did what?

2025年的交易量达到2.6万亿美元，而Coinbase只有1.4万亿美元。

2,600,000,000,000.0 in volume in 2025 compared to Coinbase's 1,400,000,000,000.0.

但这并不是直接可比的。

Now this isn't apples to apples.

我想为所有人澄清这一点。

I wanna clarify that for everyone.

现货交易与永续合约相比，永续合约因杠杆作用会略显夸大，但核心结论仍然是一样的。

So spot comparison compared to perps, perps gets a little bit inflated by leverage, but the takeaway is still the same.

链上流动性中的用户采用率，HyperLiquid 所构建的这部分非常真实。

That user adoption in on chain liquidity, hyper liquids built is extremely legit.

所以他们的基本面是实实在在的。

So their fundamentals are real.

他们的增长来自于真实用户的真实使用。

Their growth is coming from real usage from real people.

在不到30美元左右的情况下，它感觉像是目前表现最好的币种之一。

And for under whatever it is, like $30 or so, it it feels like one of the best performing all coins out there.

他们有一个非常有趣的商业模式。

They have a very interesting business model.

他们将收入用于...

They use their revenue.

我认为他们将97%的收入用来回购并销毁代币。

I believe it's 97% to buy 97% of their revenue to buy back and burn the token.

因此，他们在这一领域确实进行了创新，而且除非你使用VPN，否则HyperLiquid的平台在美国是无法使用的，我认为是这样。

So they they've really innovated in the space, And Hyperliquid's platform isn't even available to The United States unless you utilize a VPN, I believe.

所以，大量的交易量来自全球各地。

So a lot of this volume is coming from all over the world.

一个很好的对比是币安，它可能走向哪里。

And a a good comparison to it's probably Binance where it could go.

因此，Hyperliquid 这里有很多增长。

So there's a lot of growth here in Hyperliquid.

但当我们看到这些非常糟糕的下跌日时，Hyperliquid 实际上反而表现强劲，因为它们从人们的做空行为中收取手续费。

But when we see these, like, really down bad days, Hyperliquid actually thrives because they're collecting fees off people shorting.

当我们看到这些大幅上涨的日子时，它们则从人们的做多行为中收取手续费。

When we see these huge days, people are they're collecting fees off of people longing.

所以 HyperLiquid 是一个非常有趣的产品，我很高兴看到它表现良好。

So HyperLiquid is an extremely interesting product, and, I I love I love to see that they're doing they're doing well.

如果有人看图表，几个月前价格还在四五十美元左右，然后我们经历了一次相当大的抛售。

The price did have if anybody looks at the chart, we were, like, forties and fifties a couple months ago, and then we had a pretty big sell off.

这次抛售是因为有很多代币解锁，很多人获利了结，参与的人很多。

That sell off there was a lot of token unlocks that happened so a lot of people taking profits, lot of people involved.

而且，个人而言，这是我们社区一直在讨论的一个代币。

And personally it's a token that we've been talking with in our community.

我知道CryptNation的人一直在讨论它，所以大家对Hyper Liquid的前景都非常一致。

I know the CryptNation guys have been talking about it so everyone's really aligned on where Hyper Liquid could go.

但仅仅看看这些交易量数据，虽然这并不是完全可比的，但也足以让人对这个产品刮目相看了。

But to just see and I know this isn't apples to apples, but to just see the trading volumes, numbers here has to kinda open people's eyes to the product.

是的，再说一遍，我的研究主要来自CryptNation和Momentum Moneymakers，你们几个月来一直深入关注这个项目，了解得非常透彻。

Yeah, again, I just, I get my research from Crip Nation and Momentum Moneymakers, and you guys have been on top of this now for months with a lot of in-depth knowledge about it.

所以看到它在熊市中表现如此出色，真的令人兴奋。

So it's been exciting to see it perform, especially in the down market.

因此，如果你感兴趣的话，就像布莱恩说的，他的社区也早就入局了。

So again, if you're interested kind of like like Brian said, his community was was in on it as well.

那就是Momentum Moneymakers。

That's Momentum Moneymakers.

既然我们请到了布莱恩，我们现在提供1美元的试用。

Since we have Brian on, we are doing a $1 trial.

详情里也去看看吧。

Check it out in the description as well.

我们继续往下说。

Kind of kind of moving on here.

我觉得我们至少得给我们的朋友汤姆·李一些认可，他是节目的常客。

I think we gotta we just we gotta give at least some props to our guy, Tom Lee, friend of the show.

哦。

Oh.

他不得不面对现实。

He he had to face the music.

所以我们这么做。

And so we we do this.

我们是一个，你知道的，机会平等的播客。

We are a, you know, equal opportunity podcast.

我们发表观点。

We give takes.

我们有时会猜对，有时也会猜错。

Some of them we crush, obviously, and some of them we miss.

这就像每个人都会经历的一样。

It's just kinda like everybody.

对吧？

Right?

汤姆·李不得不在这次最近的回撤中正式面对现实。

And Tom Lee had to officially face the music with this last drawdown.

我们对待他，就像对待整个领域一样。

We we cover him just like we cover the space.

他是这个领域的代表人物之一。

He's one of the faces of the space.

所以我们一直关注他的观点，他非常看多，甚至进入新年时，他还预测了那些疯狂的价格目标，但显然，今年年初价格水平突然崩盘了。

So we were bringing his calls and they were very, very bullish and even going into the new year, he was, you know, calling for these crazy price targets and then obviously the rug got pulled on the, on the, the price levels at the beginning of the year here.

于是，他不得不出来面对一些尖锐的问题。

And, and he had to go on and face some tough questions.

这大约有三分钟。

This is about, this is about three minutes.

我有没有为此做笔记？

So did I take notes on this?

没有。

No.

我们不会播放完整的三分钟，但这是斯科特·韦普特斯的一场非常有力的采访。

We'll we'll play we probably won't play the whole three minutes, but it's a pretty it's a hard hitting interview from Scott Wapters.

你要称赞他敢于提出尖锐问题，也要称赞汤姆·李勇于面对现实。

You gotta give credit to him for asking the tough questions and Tom Lee to face the music.

那我们先听一下，然后我们再在后面做出反应。

So let's let's give it a listen here, and then we can react on the other side.

看看加密货币里发生了什么。

See what's taking place in crypto.

我们聊聊追踪以太坊的行情。

We're talk Call that tracks Ethereum

价格。

prices.

市场。

Marketplace.

嗨，斯科特。

Hi, Scott.

谢谢你的邀请。

Thanks for having me.

你知道，Bitmines 的设计是用来追踪以太坊价格的，但在上涨时，因为我们加入了以太坊，表现会更好。

You know, Bitmines is designed to be a vehicle that tracks Ethereum prices, but on the upswing, because we're adding Ethereum, will outperform.

所以以太坊正处于回调中。

So Ethereum's in drawdown.

Bitmines 也会处于这次回调中。

Bitmines gonna be in this drawdown stock.

Bitmine 没有杠杆。

Bitmine has no leverage.

它拥有大约430万枚以太坊，年收益率为3%，同时还有6亿美元现金，以约4%的利率投资于货币市场。

It has roughly 4,300,000.0 Ethereum that earns 3% annually, and we have $600,000,000 in cash, earning about 4% in money markets.

因此，这家公司每天大约赚取100万美元。

So the company is making about $1,000,000 a day.

所以公司没有任何风险，也无需筹集资金，因为它没有债务，每年实际产生约3.6亿美元的净利润。

So there is no risk, no need for the company to actually raise money because it's debt free and actually generates about $360,000,000 a year in net income.

我认为加密货币的情绪已经跌至谷底，因为此前经历了惨烈的下跌。

I think crypto sentiment is rock bottom because it has been a terrible drawdown.

我的意思是，就在过去十天里，以太坊下跌了40%。

I mean, just the past ten days, Ethereum's down 40%.

这引发了人们对加密货币是否真正可行的诸多担忧。

And that's triggered, I think, with a lot of concerns about whether crypto is even viable.

但我刚才听到的这些说法，我在2022年11月FTX事件后也听过同样的言论。

But all of those statements that I just heard just a minute ago, I heard the same thing in November 2022 after FTX.

现实是，加密货币的特点就是极度波动和大幅回撤。

That's the reality that crypto is sort of characterized by hyper volatility and big drawdowns.

在过去的八年里，以太坊经历了七次跌幅超过60%的回调。

Just in the last eight years, Ethereum's had seven drawdowns of 60% or more.

好消息是，这七次回调全部都是V型反弹。

The good news is seven of seven of those were all V shaped recoveries.

所以我们经历了一次断崖式下跌。

So we had a waterfall decline.

如果加密货币现在正在触底——看起来确实如此——那么最好趁MicroStrategy上涨25%时入场，因为复苏都是V型的。

If crypto's bottoming now, which it kind of looks like it is, it's best to get in MicroStrategy's 25% move, the recoveries are V shaped.

所以我们下跌有多快，反弹就有多快。

So we recover as quickly as we've fallen.

我想跟进一下这一点。

Just wanna follow-up on that.

你所说的意味着公司没有任何风险，对吗？

What what you suggest there's there's no risk to the the company.

这个假设是否基于以太坊已经停止下跌，当前就是底部？

Is that assumption that Ethereum has stopped going down, that this is a a bottom?

如果出现一些人预测的某些加密货币即将陷入所谓的死亡螺旋，而以太坊的情况进一步恶化，那会怎么样？

If there is what some have predicted to be a coming, quote, unquote, death spiral for certain cryptocurrencies, if the situation with Ethereum gets worse, what happens here?

是的，这确实是个合理的问题。

Well, yeah, I mean, it's it's a fair question.

我认为我们可以看看一些指标。

I think we can look at metrics, for instance.

如果你查看以太坊的活跃地址数量，相比一年前已经增长了117%。

If you look at the number of active addresses on Ethereum, it's up 117% versus a year ago.

事实上，仅在过去三个月里，这个数字呈指数级上升。

In fact, in just the last three months, that's actually gone up parabolically.

你知道，达沃斯之后，华尔街计划做什么的主要话题是什么？

As you know, coming out of Davos, what was the big story around what Wall Street plans to do?

是代币化，也就是将大量金融基础设施迁移到区块链上，斯科特。

It's tokenization, which is moving a lot of their financial infrastructure onto the blockchain, Scott.

即使加密货币价格下跌，这一点也不会改变。

That's not gonna change just because crypto prices have fallen.

但被高盛、花旗或富达等机构明确列出并用于代币化产品的区块链，正是以太坊。

But what is the blockchain that is evident, you know, listed, named by whether it's UBS, Standard Chart, or Fidelity where they're tokenizing products, it's on Ethereum.

所以以太坊并没有陷入死亡螺旋，因为它的实用性正在提升。

So Ethereum is not in a death spiral because the utility is going up.

当然，价格表现一直很糟糕。

The price, of course, has been awful.

不幸的是，加密货币的价格波动很大。

Unfortunately, crypto prices are volatile.

以太坊的收益预期并不会像那样轻易改变。

It's not like earnings estimates change for Ethereum.

事实上，仅在过去六个月里，网络使用量就增长了80%。

In fact, network usage is up 80% in just the last six months.

但这确实意味着价格波动会很大。

It but it does mean prices move a lot.

我的意思是，这其实是加密货币本身的特性。

I mean, it's it's sort of a feature of crypto itself.

汤姆·李，节目的老朋友，坚持他的观点，提供了一些数据。以富达为例，我下一张幻灯片提到，他们发布了一份报告。

Tom Lee, friend of the show, sticking to his guns, bringing some stats there, Ethereum usage at all time Fidelity, which is my next slide here, just kind of saying they put out a note here.

以太坊作为交换媒介和价值储存手段。

Ethereum medium of exchange and store of value.

如果有人感兴趣，我可以把富达数字资产的这份报告找出来给大家看。

I'll pull this up if anybody's interested in reading it from Fidelity Digital Assets.

我觉得最重要的一点是，他的信念非常坚定。

Basically, the the number one thing that I thought is he he you know, his conviction's there.

在这么短的时间内，显然不会有什么变化。

It's it's not changing obviously in that short of a time.

他也承认了价格走势非常糟糕。

And he he admitted to the price action being awful.

我对他对比比特矿池的策略最感兴趣的一点是——零负债。

The one thing that I really am interested in on his debt for Bitmine compared to strategy is is the no debt.

他一开始就说，他们持续买入以太坊，持续质押以太坊，然后每天靠质押就能赚一百万美元。但至于他们公司的财务状况——有多少员工、工资支出、运营成本是多少——我们并不清楚。

So he started, you know, they continue to buy ETH, they continue to stake ETH and then they're you know, they're making off their staking a million dollars a day, which you know, we don't have their balance sheet of operations of how many people and payroll and what it costs to run that business.

我猜这还不足以支撑Bitmine的业务，我们接下来要讨论另一个话题，就是他们投资于高风险项目。

My guess is that's not enough necessarily to run the Bitmine business and we have another topic of you know them investing in moonshots that we're gonna move to next.

但我要称赞他直面现实，当你提出这些疯狂的价格目标时，Brian，结果市场却完全走向了反面，这种态度值得肯定。

But credit to him defacing the music, I think it's something that to be said when you, you know, you're you call out all these crazy price targets, Brian, and they it goes completely the other way.

在这个领域，很多在加密推特上的人会选择躲起来。

A lot of people in this space, on crypto Twitter, go and hide.

我们不一样，无论市场如何，我们这个播客都会持续产出更多内容，因此要感谢汤姆·李敢于现身。

We're not you know, we're we're a podcast that continues to put out more and more content no matter what the market, and credits Tom Lee, for showing up.

但从汤姆的言论中，还有什么其他值得吸取的吗？

But anything to take away there from Tom's face in the music?

没有。

No.

我的意思是，他能直面现实，这很好，他也本该如此。

I mean, it's it's great to see him face the music, which he should.

你知道的。

You know?

他设定了一些很高的价格目标，而且背后有充分的理由和良好的理论基础。

He he had some big price targets and for good reason and some good thesis behind it.

虽然没有实现，但这并不意味着我们未来不会达到这些价格目标。

It didn't work out, but it doesn't mean that we're not gonna hit those price targets in the future.

想想看这一点。

I mean, just think about this.

我们看到贝莱德正在使用以太坊的基础设施来处理代币化国债流动性。

We have we have BlackRock using Ethereum rails for tokenized treasury liquidities.

富达正在推出基于以太坊的稳定币，不管它叫什么名字，叫富达数字美元。

We have Fidelity that's launching an Ethereum based stablecoin, whatever it's called the Fidelity Digital Dollar.

这些是正在积极使用以太坊的大型公司。

These are major, major, companies out there utilizing Ethereum.

所以，即使价格出现下跌，也不代表它们不会继续推进这项工作。

So if we took a dip in the price, it doesn't mean that they're not still moving forward with this.

这只不过是雷达上的一个短暂波动。

So it's a it's a blip on the radar.

没人喜欢市场下跌的时候。

Nobody loves when the market's down.

每当市场出现波动时，总是很难熬，但行情不会就此消失。

It's always it's always tough whenever there's volatility in the moment, but it's not going anywhere.

加密货币不会归零。

Crypto is not going to zero.

我可以向你保证。

I can promise you that.

有非常多理由让我们极度看涨。

There's a lot of reasons to be extremely bullish.

所以，现在就是价格与基本面不符的时刻，但正因如此，我才称其为历史上最弱的熊市。

So this is this is one of those times when price doesn't match up to the fundamentals, but that's why I call it the weakest bear market in history.

我认为汤姆·李说得也很对，他说会出现V型反弹。

And I I I think Tom Lee nailed it as well when he said the there's v shaped recoveries.

我不觉得下周或下下周就会反弹，但当我们开始看到复苏时，我认为它会迅速而猛烈地到来。

I I don't think that's gonna happen next week or the following week, but when we start to see recovery, I think it's gonna happen very fast and very hard.

差不多和我们下跌时一样快。

Pretty much as fast as we came down.

我认为我们会快速V形反弹。

I think we're gonna V shape up and V shape up really quickly.

是的。

Yeah.

而且这可能是一种叙事。

And it's it can be narrative.

也可能由叙事驱动。

It can be narrative driven as well.

就像我们之前讨论软件领域时那样。

Like kind of how we covered on the the software side of it.

你会被某种叙事裹挟，事情就会变成那样。

You get caught in in into a narrative, then that's how it is.

一旦这个叙事反转，就会有人携巨资入场，行情可能迅速脱离你的掌控。

And then once that narrative flips, you know, there there's people that step in with big amounts of money and it can get away from you pretty fast.

但让我们再稍微聊聊以太坊的交易机会，转向Beast先生，

But sticking onto the Ethereum trade train a little bit, going over to Mr.

节目的朋友，当然就是Beast先生，

Beast, friend of the show, of course, Mr.

Beast先生，

Beast.

Jimmy，

Jimmy.

购买了一款金融服务应用，

Buying buying a financial services app.

我得说，我们最近确实给自己夸了不少赞，

And I gotta say, I have to say, we we do we have given ourselves a lot of flowers recently.

但没多久前我们还聊过这个话题，

But we talked about this not that long ago.

谈到了Beast先生与Bitmine的合作，我当时还大发了一通牢骚。

Talked about this mister beast partnering with Bitmine, and I went on a huge rant.

我当时就想，这简直太看好了。

And I was like, I think this is unbelievably bullish.

我从内容创作者的角度出发，身处YouTube世界，了解他的观众群体，这个家伙一个月的播放量，我觉得就超过超级碗一年的总和。

And I I just, you know, coming from the content creator side and being in the YouTube world and understanding his audience, Again, this guy gets more views in like, I think a month than the Super Bowl gets a year.

所以他的观众是全球性的、遍布世界各地的，而且都很年轻，他们收购了这款金融服务应用Step。

So his his audience is global, it's worldwide and it's young and they went and acquired this financial services app Step.

而且我也不清楚他具体会如何将其与Beast Industries整合，他会怎么做。

And again, I don't know exactly how he's gonna integrate it with Beast Industries, what he's gonna do.

我的天，这家伙什么都有了，从巧克力棒到YouTube频道，现在又有了金融服务应用。

Mean, guy has everything from a chocolate bar to a YouTube channel to now a financial services app.

再说一遍，我最后再宏观说一句，毫无疑问，Tom Lee转发了这条消息，并给出了所有理由说明这有多令人兴奋。

And again, the most and then I'll I'll zoom out here and obviously none other than Tom Lee quote tweeting it and giving you all the reasons why this is as exciting.

如果你没看那期节目，Bitmine是不是Tom Lee的以太坊金库投资了Beast Industries？

And if you didn't catch that episode, is Bitmine, Tom Lee's Ethereum treasury invested into Beast Industries?

通过这项投资，Tom Lee的Bitmine现在拥有了STEP的一部分。

Via this this investment, Tom Lee, you know, our little Bitmine owns a piece of STEP now.

当所有这些消息爆出时，最让我震惊的是，All In播客的查马斯跳出来开始谈论这件事。

And when all this news broke, I can't the the number one thing that shocked me was Chamath from the All In podcast chimed in and just started talking about it.

是的，

Like, oh, yeah.

我投资了Beast Industries，吉米做得太棒了，我很高兴能参与其中。

I'm invested in Beast Industries, and Jimmy's killing it, and I'm so glad to be a part of it.

你知道，我和你都生活在互联网上，尤其是在加密推特或商业推特上，不管你怎么叫它。

I'm like, I I live me and you both live on on the Internet, basically, especially in crypto Twitter or business Twitter, whatever you wanna call it.

我根本不知道他参与了这件事。

I never knew that he was involved in it.

突然间，整个时间线都在讨论，他好像早就投资了，还一直担任董事长，帮助吉米发展业务多年。

And all of a sudden, it's all over the timeline, and he's talking like he's been invested in a chairman and helping Jimmy grow his business for years.

所以，查马斯也是早期的加密大人物。

And so, you know, Chamath, big crypto guy as well early.

我只是觉得，这真的非常重要。

And I just I I think this is I think this is pretty big.

这是我新喜欢的叙事之一。

This is one of my new favorite narratives.

吉米，也就是MrBeast，参与金融应用，接受Chamath和Bitmine、以太坊国库的投资，这真的发生了吗？

Is is Jimmy a k a mister beast getting involved in finance apps, taking investment from Chamath, taking investment from Bitmine, Ethereum treasury.

这感觉像是有什么在酝酿，可能要发布一个大消息。

This this feels like something is bubbling here for maybe maybe a big announcement.

我不确定。

I don't know.

你觉得呢，布莱恩？

What do you think, Brian?

我觉得你一针见血，老兄。

I think you nailed it, man.

我的意思是，正如推文所说，他们正在为Z世代打造一款金融应用。

I mean, they they're just like the tweet says, they're building a financial app focused for Gen z.

那么Z世代喜欢什么呢？

And what's Gen z love?

数字美元。

Digital dollars.

他们并没有像传统银行体系那样与摩根大通或富国银行等机构签署合作伙伴关系。

They're not exactly signing partnerships with Chase Bank and Mellon Bank or anything along those lines in the traditional banking system.

所以他一定在谋划什么，加上汤姆·李的背景，这很可能对以太坊来说是个大动作，但我记得这件事。

So he's up to something and and with Tom Lee in his background, it's it's probably something big for Ethereum, but I remember this.

就在几周前。

It's just a few weeks ago.

当时我们还在讨论，我们都觉得奇怪，米斯特·比斯特在加密世界里到底在搞什么？

It was on our sheet and we both feel like it's like, what is what's mister beast doing in the crypto world?

他是在创建一家银行吗？

Is he creating a bank?

他的超级碗广告又是什么？

What was his Super Bowl commercial too?

那不是跟什么有关吗

Didn't it have something

做什么？

to do?

我本来打算接下来提这个。

I was I was gonna bring that up next.

是Salesforce还是ServiceNow？

Was it was it Salesforce or ServiceNow?

我觉得是Salesforce。

I think it was Salesforce.

我觉得是Salesforce，但他深度参与了银行业相关事务，是的。

I think it was Salesforce, but he's heavily he's heavily involved with like banking yeah.

而且你有没有注意到，这里有些情况正在发生，几个月后我们回看时会说，天啊。

And did you There there is something going on here and we're gonna look back on this in a few months and be like, oh, man.

那时候事情已经很明显了。

Like, that was that was obvious.

所以我非常期待看到这一切如何发展。

So I'm excited to see how it all shakes out.

是的。

Yeah.

我看到过一个数据，说他们送出了整整一百万美元。

There was some there was some stat I saw is they were giving away a million dollars.

那个‘金库’，就是这两个——这只是一个快速的AI谷歌搜索，但我看到一条推文，讲的是超级碗广告在促使人们采取行动方面有多成功。

The vault, the two, this is just a quick AI Google, but I saw this tweet of how like successful the Super Bowl commercial was of getting people to take action.

这才是关键。

That was the key.

我们快速看一下这个AI概要。

Let's just read this AI overview real quick.

先生。

Mr.

B超级碗广告与Salesforce的合作名为‘金库’。

B Super Bowl commercial partnership with Salesforce was titled The Vault.

这是一次巨大的成功，吸引了超过七千万次访问，并导致流量激增，暂时瘫痪了邮箱验证系统，因为要解开谜题赢取一百万美元，你必须注册并加入一个Slack机器人——而Slack由Salesforce拥有，以寻找隐藏的线索。

Was a massive success generating over 70,000,000 visits and causing traffic spikes that temporarily crashed the email verification system, because to solve the puzzle to get the $1,000,000, you had to sign up and get into some type of Slack bot, which is Slack is owned by Salesforce to find the hidden clues.

所以人们必须下载并注册，进行邮箱验证，而由于高达一百万美元的奖励促使人们行动，邮箱验证系统因此崩溃了。但他们早有准备，因为这不仅仅是在电视上六十秒的广告，还包括之前的预热。

So people had to download and sign up for this and get an email verification and they crashed the email verification system because of obviously the million dollars to take action, but they knew they knew this and they were ready because not only was it the you know sixty seconds on TV, it was the lead up to it.

这是Mr.

It was Mr.

Beast在谈论它。

Beast talking about it.

他制作了视频内容、发推文，谈论与Salesforce的合作，以及如何提出这个创意。

He made content videos, tweets talking about the relationship with sales force, talking about pitching the idea.

他再次说，他最擅长的是什么？

He told again, is he so good at doing?

这既有趣，又在讲述故事，还能促使人们采取行动。

It's entertaining and it's telling a story and it's getting people to take action.

无论观众是观看还是不观看，他首先要做的是引起兴趣。

Whether it's watching or none, the first thing he gets people to do is interest.

他让他们点击。

He gets them to click.

他让他们观看。

He gets them to watch.

现在他卖给他们巧克力棒。

Now he sells them candy bars.

接着他卖像午餐盒这样的产品。

Then he sells them like Lunchables.

而现在，你知道，他 apparently 正在为 Beast Industries 建立下一家银行。

And now he's, you know, he's he's he's building the next bank apparently for Beast Industries.

我对这个故事线非常兴奋。

I I am very excited about this storyline.

我觉得这是一个有趣、新颖的代际故事线，意思是，好吧，传统机构正在出现，那是老钱。

I I think it's a fun, fresh, you know, like generational storyline in the sense that, okay, the institutions are coming, that's the old money.

这并不是我想说的，和 Mr. Beast 有关的新钱，

This is the I don't wanna even say new money with Mr.

而是娱乐新时代与金融新时代的结合，这种结合，你知道，基于我的内容背景，让我无比激动。

Beast, but just the new age of entertainment, the new age of finance pairing up with this new age of entertainment is is something that, you know, kinda obviously with my content background gets me super jacked up.

是的。

Yeah.

他就是知道。

He just knows.

他就是知道怎么吸引点击，伙计。

He just knows how to get clicks, man.

背后的心理学和娱乐价值。

The psychology behind it and the entertainment value.

从我五岁的孩子到我妈妈，人人都知道MrBeast。

Everybody from my five year old knows who MrBeast is to my mother.

所以，我觉得这件事实际上有点被忽视了，老实说。

So, I'm I'm I think this is going a little bit under the radar, honestly, well.

在这个领域，我们很少听到什么风声，可能是因为大家都只想告诉我们比特币又跌了。

We don't hear a ton of buzz around it in the space, probably because everyone just wants to tell us what the Bitcoin is down.

但有一些大事正在暗中进行，我认为在合适的时机，这一切都会爆发出来。

But there's some big things out there going on under the covers that I I I think at the right time is going to be just an moment when it all gets released.

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Again, that's triqs.com/podcast for 10% off and free shipping.

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These statements have not been evaluated by the Food and Drug Administration.

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This product is not intended to diagnose, treat, cure, or prevent any disease.

你好。

Hello.

我是克莉丝汀·梅因策尔，《健康事务》节目的主持人，这是一档由梅奥诊所制作的播客，探讨各种大小健康议题。

I'm Kristen Meinzer, host of Health Matters, a Mayo Clinic podcast investigating topics big,

重力的影响

the influence of gravity

以及饮食阿米巴。

and small, eating amoeba.

我们谈论我们的健康、身体以及周围的世界。

We talk about our health, bodies and the world around us.

从马桶上起来。

Get off the toilet.

你会得痔疮的。

You're going to have hemorrhoids.

所以，请加入我和一些梅奥诊所专家的对话，共同追求更快乐、更健康的生活。

So join me in conversation with some Mayo Clinic experts as we strive for happier, healthier lives.

妙佑医疗国际的《健康大事》节目，每两周更新一期，可在您收听播客的任何平台收听。

Mayo Clinic's Health Matters, new episodes every other week, wherever you get your podcasts.

是的。

Yeah.

而且当我们最初讨论这个话题时，我的天，我跟你说。

And and I, when we first talked about it, this obviously man, I'm telling you.

我真的好想能和MrBeast待在同一个房间里。

This I would love to be in the room with mister beast.

我的意思是，我只能希望如此。

Mean, I I can only hope.

我真的希望这不是通过电话完成的。

I hope this wasn't done over the phone.

我真的希望当时有个董事会会议，就像Mr.

I really hope there was like a boardroom meeting and it's like Mr.

Beast、Chamath和Tom Lee坐在一起，那该是怎样的一个房间啊，能坐在那样的房间里该多好。

Beast, Chamath, and Tom Lee all sitting down, like what a room, what a room to be in.

就是这个，你知道的，Bitmine这笔投资一出来，所有人都炸了。

Just this, you know, this Bitmine investment happened and everybody freaked out.

时间线是这样的，我的意思是，我觉得这事儿挺有争议的。

Like, the timeline was I mean, I think it was like it was polarizing.

有些人一下子就明白了，但很多人根本没搞懂。

It was like people either got it right away, but a lot of people didn't.

他们觉得，汤姆·李拿了这么多钱，居然只是投资给一个YouTuber，一个孩子。

They're like, Tom Lee's taking all this money and he's just he's investing in a YouTuber, a child.

这到底是怎么回事？

And it's like what?

他们根本不知道这个人是谁，他到底在做什么。

They they they just don't know who this guy is and what he does.

我想说的是，我觉得如果没有这个交易的路线图被讨论并已经启动，Bitmine根本不会投资Beast Industries。

And then for like, I guess what I'm trying to say is I don't think Bitmind makes the investment into Beast Industries without the roadmap of this deal kind of being talked about and already underway.

所以我们看到了BitMind和Mr.

So so we kind of saw the first deal of BitMind and Mr.

Beast，我们现在却在过早下结论，比如吉米说过可能想进入金融领域，他真的会这么做吗？

Beast and we're jumping to conclusions of like, okay, well, Jimmy's talked about maybe wanting to get into finance, will he do it?

但我不认为BitMine掌握了所有信息，比如我们决定参与这个项目，你去购买那个资产，然后有一个尚未完全公开的路线图。

But I don't think BitMine, you know, they had privy to the information, all right, we're gonna sign up for this, you're gonna go buy that, and then there's a roadmap that I don't think is completely public yet.

然后呢？老兄，我真的不知道。

And then what, dude, I don't know.

MrBeast买了以太坊？MrBeast下载了一个钱包？

MrBeast buys ETH, MrBeast downloads a wallet?

那我们未来会看到什么样的视频呢？

Like, what kind of videos are we looking for in the future?

或者甚至只是，MrBeast会去参加共识大会，和Tom Lee一起上台对话吗？

Or just even even just, you know, does MrBeast go to consensus and sit on a panel with Tom Lee?

我觉得这里可能发生的事情太多了，对整个行业来说会非常有趣，也能让年轻受众接触到加密领域，而这正是目前所需要的。

Like, I think there's so many things that could happen here that could be really, really fun for the space and and a whole new, exposure to the to the younger audience, which I I think is is needed in a

是的。

Yeah.

说得太好了。

Really really well said.

这真是一个令人兴奋的时刻，这就是为什么我们需要关注这些事情，因为线索已经出现了。

It's just an exciting time, and this is why we need to pay attention to these things because the clues are out there.

他，麦斯·贝斯特，是个加密货币爱好者。

And he's he's a mister Beast is a a crypto fan.

我以前听过他多次谈论这个话题，所以你知道，他一定会以某种方式尝试整合进去，而且他知道该按哪些按钮，一切都令人兴奋。

I've heard of him talk about it quite a bit in the past, so, you know, he's gonna try to integrate in some form or fashion, and he know he knows the right buttons to push, and just exciting stuff all around.

是的。

Yeah.

最后，我注意到，加密101的社交媒体团队总是非常专业，从不遗漏任何事，但我简直不敢相信他们竟然没有关注我们节目的朋友——麦斯·贝斯特。

To close it out, I see here in in our you know, the social media team for crypto one zero one always on point and never misses, but I can't believe they're not following friend of the show, mister beast.

所以我们会在那里关注他，为本环节画上句号。

So we'll give him a follow there to close out the segment.

接下来，我们继续下一个话题。

And and we're gonna move on.

我们继续下一个话题，这可是你的强项。

We're gonna move on to the this is this is right up your alley.

聊聊Pudgy Penguin的最新动态。

Alley, A little bit of Pudgy Penguin news.

Pudgy Penguin，你们从一开始就看得非常准。

Pudgy Penguin, you guys have been spot on from the beginning.

有高有低，有起有落，但这是一个非常有趣的项目值得了解。

A lot of highs, a lot of lows, a lot of ups, a lot of downs, but a super fun project to learn about.

你们在NFT和代币方面都是超早期的参与者，我知道它后来一度暴涨，你们发布时它大概才涨了四五百个百分点。

And you guys were super, super early to the NFTs, super early to the coin, which I know rocketed, you know, at one point it was like what, four or 500% from when you guys gave it out.

在聊Pudgy Penguin的最新消息之前，如果你对这类投资机会感兴趣，想第一时间获取Brian和Joe来自Momentum Moneymakers的提醒，请查看下方描述。

And so before we go into the the news around Pudgy Penguin, if you're interested in those type of calls and getting first alerts from Brian and Joe from Momentum Moneymakers, check the description below.

我放了一个1美元的试用链接，你只需花一美元就能进入Momentum Moneymakers社区，提前获取类似当年Pudgy Penguin暴涨前400%的早期投资机会。

I put a $1 trial there so you could take a look inside the Momentum Moneymakers community for just a dollar to get early access to calls like when they gave Pudgy Penguin back in the day before it rocketed 400%.

但Pudgy Penguin最近又有新动作。

But Pudgy Penguin making moves.

我看到的第一个是情人节。

The first one I saw is Valentine's Day.

我不知道。

I don't know.

我们可以播放一下音效，我想，但它在《今日秀》上。

We could play the sound, I guess, but it's, it's on the Today Show.

去banter.com上找所有内容。

To find, like, all at banter.com.

然后进入好吧。

And then moving into okay.

这非常有趣。

This is very fun.

我完全没想到Pudgy Penguins在网上这么火。

I had no idea how viral Pudgy Penguins was online.

什么？

What?

Pudgy Penguins。

Pudgy Penguins.

它们是什么？

What are they?

这对夫妇，Pax 和 Polly，是互联网上爆红的IP。

So this couple, Pax and Polly, has been the uber popular Internet born.

他们有玩具。

They have toys.

他们有收藏品

They have collect

在《今日秀》上，一位55岁的女性在售卖Pudgy Penguin花束。

Pudgy penguin on the Today Show with a 55 year old woman selling Pudgy Penguin bouquets.

我们聊到，圣诞节时我给我两岁的侄子买了一本书。

We talked about how over Christmas I was buying the book for my two year old nephew.

我的意思是，这范围够广的。

I mean, that's a wide range.

而且，显然，这种——好吧，用个不太恰当的词——这个生意所引发的网络迷因和印象是代际性的。

And, obviously, the memes and the impressions that this, I mean, say say a lack of a better word, this business is getting is is, is generational.

那么，布莱恩，你对情人节的Pudgy花束感到兴奋吗？

So are you excited for, for the Valentine's Day pudgy bouquet, Brian?

那你从企鹅、冰屋那边听到了什么消息？

And and what are you hearing from the the Penguin, the igloo?

是的，我的意思是，我会给自己买一个。

Yeah, I mean, I would get myself.

我会给自己买一束情人节花束。

I'm a buy myself a Valentine's bouquet.

我可以买给妻子，但我可能就自己留着了

I could get it for the wife, but I might just keep it in

对不起。

the I'm sorry.

售罄了。

Sold out.

布莱恩，结束了。

Brian, out.

售罄。

Sold out.

纽约市。

New York City.

售罄。

Sold out.

一上线就售罄了。

Sold out right when they went live.

售罄。

Sold out.

你可以去了。

You can go.

我觉得，我觉得可能已经发生了。

I think, I think they might have already happened.

他们正在纽约市举办一场活动，你可以在线亲自购买。

They're having like in a New York City event where you could go buy one in person online.

售罄了。

Sold out.

我在纽约街头有实际的行动。

Well, I got feet in the street in New York.

我买过更疯狂的东西。

I I've I've bought crazier things.

所以你知道，我可能，你可能会在接下来几天的背景里看到一个。

So, you know, I might you might have to see you might see one in the, background in the next few days.

但Pudgy Penwoods团队的价格已经下跌了，因为现在所有东西都在跌。

But, the Pudgy Penwoods team, the price is down because everything's down right now.

你知道的。

You know?

市场没有按我们希望的方式反应，但他们仍在持续生产。

The market's not responding the way we want, but they continue to produce.

我的意思是，就在节日期间，我们和NHL以及冬季经典赛进行了合作。

I mean, just over the holidays, we had, like, collaborations with the NHL and the Winter Classic.

他们出现在了拉斯维加斯球体上。

They were on the Vegas sphere.

他们出了这本书。

They got the book.

他们拥有最有趣的一款手机游戏之一。

They have one of the most fun mobile games.

如果你还没玩过Penguin Clash，也就是Pudgy Penguin这款游戏，可以在苹果应用商店下载。

If you're not playing, not Penguin Clash, the Pudgy Penguin game, can download at Apple Store.

我孩子经常玩这个游戏。

My kids play it all the time.

操作非常流畅，特别有趣。

Super smooth, super fun.

他们正在销售这些毛绒玩具。

They're selling these plushies.

他们是一家真正的公司，有加密货币支持，能赚真钱，并且拥有非常独特的机制，他们与抽象区块链深度整合，实在太多了。

They're a real business with a cryptocurrency backing that make real money and have very unique mechanics, they're integrated with the abstract blockchain, there's just so much.

我可以花一整期播客来解释为什么我认为这是目前最有趣、最具吸引力的模因币之一。

I could spend a whole podcast why I think this is one of the most interesting and attractive meme coins out there.

我明白。

I get it.

价格下跌了。

The price is down.

所有东西都稍微下跌了，但again，看起来这里有一个巨大的机会，因为我不认为Luca和团队现在在为比特币和以太坊的价格担忧。

Everything's kinda down, but again, it looks like there's some big opportunity because I don't think Luca and the team are sweating the price of Bitcoin and Ethereum right now.

他们只是继续推进产品开发，按计划执行并超越预期。

They're just continuing to produce and meet their roadmap and exceed expectations.

老实说，每周在这份清单上，我们都能看到他们正在构建和实现的新东西。

Honestly, it feels like on these sheets every week, we have something new that they're building and they're doing.

是的。

Yeah.

我的意思是，这周也在继续，这里还有一点信用卡的预览。

I mean, it continues on with this week as well and a little credit card sneak peek here.

除了这似乎是Pudgy Penguins的Visa卡之外，没有其他细节。

No details around it other than it seems to be a Pudgy Penguins Visa card.

谁知道呢？

Who knows?

这包含积分吗？

Does that include points?

你会得到Pengu代币作为积分返还吗？

Are you gonna be getting your points back in Pengu tokens?

我不知道。

I don't know.

还是说这只是一张卡，当然，伴随着这个病毒式传播的迷因？

Or is it just a card and know, obviously, along with the viral meme?

有什么想法吗？

Any any thoughts?

布赖恩，你觉得他们可能会怎么把它和社区联系起来呢？

Any thoughts of of what they might be doing to tie it into the community, Brian?

那太棒了。

That that would be great.

比如我有一张 Gemini 卡，我会在不同的加密货币之间轮换使用。

Like, I have a Gemini card, and I I rotate through different cryptos.

我想通过它获得奖励。

I wanna get rewards on it.

不知为什么，Visa 和 Pudgy Penguins 有什么 Pengu 奖励，我立马报名。

For some reason, Visa and Pudgy Penguins had some sort of Penguu rewards, sign me up.

我完全支持。

I'm all over it.

我一点都不觉得卢卡会做不出这种事。

I wouldn't put it past Luca.

如果有人一直好奇 Pudgy Penguins 和卢卡背后的故事，以及他是如何打造这个品牌的，这绝对是加密领域最精彩的故事之一，我已经说过无数次了。

If anybody has ever been curious about the story around Pudgy Penguins and Luca and how he's built this brand, It it it's one of the best stories in all of crypto, and I've said this a million times.

我明白。

I get it.

Pudgy Penguins，你可以把它看作是一个迷因币，但我想讨论的是作为迷因币或品牌币的它。

Pudgy Penguins, you can look at it as a meme coin, but as a meme coin or a brand coin is I want to talk about.

它们已经超过了其他80%到90%的山寨币。

They have done more than like 8090% of other altcoins out there.

它们创造了更多产品，带来了更多收入，并签下了大型合作项目。

They've produced more, they've brought in more revenue, they signed big partnerships.

这就是未来事物发展的方向，你可以看到吸引人的内容有多强大。

This is just the way things are going to change, and you can see how captivating content is.

我们刚刚聊过MrBeast，他是如何让Salesforce的网站瘫痪，人们争相抢夺百万美元和解谜的。

We just got done talking about MrBeast and how he shut down Salesforce's website and people were rushing to get the million dollars and do the clues.

我们喜欢游戏化。

We like gamification.

我们喜欢有趣的东西。

We like fun.

这正是Pudgy Penguins所代表的。

That's exactly what Pudgy Penguins is.

所以我非常相信。

So I'm a big believer.

我一直在逢低持续定投Pengu，因为我看到它有潜力实现爆炸式增长，但除非整个市场回暖，否则它不会有任何动作，嗯。

I have I have a holding of Pengu in a continued dollar cost averaging on down days because I see the path for this to to go parabolic, but it's not gonna go anywhere until, you know, the rest of the market just shapes up Mhmm.

市场会开始复苏的，这一定会发生。

And starts to recover, which will happen.

但无论如何，他们仍在持续产出。

So but it's it's still they're just producing.

他们并没有放弃。

They're not packing it up.

他们确实在实实在在地推进。

They're absolutely making it happen.

是的。

Yeah.

他们并没有停止，我的意思是，他们从未停下。

They haven't I mean, they haven't stopped.

每周他们都在宣布一些事情，这些根本不是什么低垂的果实。

It's every single week they're announcing something that's like it's not it's not even like basic low level hanging fruit.

而是重大的公告、重要的合作，而且这一切都很有趣，社区也很活跃。

It's like big announcements, big partnerships, and again, it's fun and the community's fun.

所以这就像加密货币整体的情况。

And so it's kinda like just crypto in general.

当东西上涨时，梗图很棒。

It's like, hey, when stuff goes up, the memes are great.

当东西下跌时，梗图依然很棒。

When stuff goes down, the memes are great.

大家只是共同参与其中。

And you're just kinda in it together.

所以它某种程度上带有那种作为社区一员的、略带毒性的传奇色彩。

And so it kinda has that toxic just lore of being a part of a community.

而且我觉得，你知道，在加密货币领域，没有什么比Pudgy Penguin更能体现这一点了，尤其是他们所创造的病毒式传播效应。

And and I think, you know, nothing, you know, in crypto represents that more than Pudgy Penguin, especially with their just the virality of what they've created.

我们来聊聊超级碗吧。

Let's talk Super Bowl.

我们来聊聊超级碗吧。

Let's talk Super Bowl.

好了，各位稍等一下。

All right, guys, hold on.

在我们谈超级碗之前，其实有个很好的问题，我们待会儿也可以继续回答大家的问题，但Saint John提了一个不错的问题。

Before we talk Super Bowl, did actually have a great question and we can do more questions at the end if anybody has one, but Saint John asked a good question.

他只是说，嘿，关于吉姆·克拉默声称美国政府增加了战略比特币储备，你怎么看？

He just said, hey, what about Jim Kramer's assertion that the US government added to the strategic Bitcoin reserve?

我在CNBC上看到了这段视频。

I saw this clip on CNBC.

通常这种内容我都会主动提出来讨论。

Normally, it's something I would put in and bring up.

我只是觉得，吉姆·克雷默有时候会有点失控，说些话就像他每天在电视上直播好几个小时一样，说实话，我个人不认为他有任何内部消息。

I just the way I'm, I I don't think Jim Kramer sometimes he goes off the rails a little bit and just says things like he's, you know, he's on live TV so many hours a day, and like, I don't he I personally don't think he has any inside information.

我觉得那句话几乎是开玩笑说的，你懂我的意思吧。

I think it was almost said in jest, if that makes sense.

他们正要插播广告。

They were going to a commercial break.

他们正在讨论加密货币下跌的事，我觉得他只是随口抛出这句话，像是开个玩笑。

They were talking about how crypto was falling, and I think he just kind of threw that out there as like a little jest, almost like a joke.

让我来总结一下。

Let let let me just summarize this.

如果只有吉姆·克雷默一个人这么说，我不认为这是真的，因为他不可能接到特朗普政府的电话，告诉他内部消息，你明白我的意思吧。

If Jim Kramer is the only one saying it, I don't think it's true because he's not getting any calls from the Trump administration giving them the inside scoop, if that makes sense.

布赖恩，你怎么看？

Thoughts on that, Brian?

斯科特·帕森特在把比特币注入储备之前，并没有得到吉姆·克雷默的同意。

Scott Passent didn't get his Jim Kramer's approval before they fired off Bitcoin into the reserve.

那将会很棒。

That would that would be great.

我认为，在增加比特币储备的过程中，可能会遇到一些其他障碍，一些迹象表明我们最终会这么做。

I think there's gonna probably be some other some other, hurdles to get over in in some tell signs if we're adding to the Bitcoin reserve, which I think will happen eventually.

但我没怎么看到有人讨论这个，吉姆·克雷默其实是个反向信号，你知道的？

But, I I didn't see this I didn't see this, being chatted about too much, but Jim Kramer's kind of the anti signal, you know?

所以每当我听到吉姆·克雷默说什么，我总是喜欢反着做他正在做的事。

So I I, whenever I hear Jim Kramer, I always like to do the opposite of whatever good good old Jimmy's doing.

是的。

Yeah.

这里的超级制片人随时都能调出任何内容。

Super producer here can always pull whatever up.

所以我想既然我们在聊这个

So I guess since we're talking

关于总统会不会填充比特币储备，你怎么看？

about I don't Do you think that the president is going to fill the Bitcoin reserve?

我不知道。

I don't know.

那正是我听说的。

That will Well, that's what I heard.

60。

60.

我听说在60的时候，他会填充比特币储备。

I heard at 60, he's gonna fill the Bitcoin reserve.

你最好做好准备。

You better cover.

所以那个，嗯。

So the yeah.

他就这么随便提了一下。

He just kinda threw that in there.

那段较长的对话里，你们互相争论，我觉得他是开玩笑说的。

They were the longer clip there, you know, jousting back and forth about it, and I think it was said in jest.

但并不是一定可能发生的事情。

But not something that necessarily can happen.

我们曾在节目中讨论过这一点。

It's something that we have talked about on the show.

这些会是很好的执行水平。

And these would be great levels to do it.

所以我理解他为什么会这么想。

So I see how he kinda reached for that.

但，是的，我认为如果他们真要这么做，会先悄悄进行，然后再公布。

But, yeah, I think that would be something that if they're doing it, they'd be doing it quietly and then announce it.

所以我们将会持续关注，但我并不确信。

So something we'll keep tabs on, but I I don't yeah.

关于政府内部的消息，他们并没有联系吉姆·克雷默。

Anything inside scoop administration wise, they're they're not calling Jim Kramer.

相信我。

Trust me.

相信我，这一点上。

Trust me on that one.

这个我可以打个TiVo保票吗？

That that's one I can I can put a TiVo guarantee on that one?

但让我们继续谈超级碗吧。

But let let's let's let's move on to the Super Bowl.

是的。

Yeah.

这仍然是基于加密货币的预测市场，预测市场的交易量。

It's still crypto based prediction markets, the volume on the prediction market.

今天在现场的Brian McNutt，向他致意。

Shout out to Brian McNutt on the program with us today in front of your face.

我是第一个听到他预言预测市场将迎来超级周期的人，这毫无疑问就是我们正在经历的。

The first person I ever heard to call for a prediction market super cycle, and that's no doubt what we're in.

但预测市场在超级碗周末的交易额——也就是你如果愿意称之为赌注的总金额——远远超过了DraftKings和FanDuel等平台。

But the the prediction markets just crushing handle, which is total amount, you know, wagered, if you want to call it a wager, over the weekend for the Super Bowl, outpacing some of the, you know, the draft kings and the FanDuels of the world.

那么，您的结论是什么，先生？

So what's your takeaway here, Mr.

先生？

Mr.

超级周期。

Supercycle.

预测市场超级周期确实是真实存在的，老兄。

Prediction market supercycle is for real, man.

我认为，它来得比我想像的更猛烈、更迅速，这么说吧。

I think, I think it's it's coming harder and faster than I expected, to put it that way.

我们在节目开始前就讨论过这个话题，谈到了像Cauchy和Polymarket这样的两大平台。

I I think we were talking about this before the show, and we're talking about, like, the two big players out here at Cauchy and Polymarket.

你可以在Binance链上看到观点，但其他所有平台都相对落后。

You can see opinion on the Binance chain, but everything else is kind of like lagging behind.

我相信这些平台最终会整合，成为最大的预测市场之一。

I I I do believe that these will consolidate and form some of the bigger prediction markets out there.

我们之前讨论过真相机制中的内幕交易问题，以及过去是如何提出这些问题的。

And we were talking about insider trading in the truth mechanism and how that's all been brought up in the past.

举个例子，我认为超级碗期间最大的两笔投注——如果我记错了，查德你纠正我——是关于巴德·班尼的第一首歌，以及中场秀的嘉宾是谁。

And here's an example, I think the two biggest wagers during the Super Bowl, and correct me Chad if I'm wrong, I'm almost 99% sure, was the first song by Bad Bunny and who the guest was going to be at the halftime show.

这既有好处也有坏处，因为这些市场在整个过程中一直稳步波动，但投注金额却是最高的。

This is like both good and bad because those those markets were moving, you know, pretty steadily throughout, but it was the most money wagered.

仅这两项就涉及数亿美元的投注。

Hundreds of millions of dollars on those two things.

但这些市场肯定需要某种内幕交易监控机制。

Now there has to be some sort of insider trading TiVo on those.

我的意思是，你真觉得没有清洁工在观看彩排，或者没人知道蕾哈娜要登场，或者没人提前知道她在中场秀中有表演环节？而且在Polymarket和Cauchy上，甚至还有市场在赌本·阿弗莱克会不会出现在超级碗现场？

I mean, you're telling me that there wasn't a janitor watching the rehearsal or somebody didn't know that Lady Gaga was coming and had like some sort of like part in the halftime show or there was even markets on on Polymarket and Cauchy like, will Ben Affleck be at the Super Bowl?

如果你和本·阿弗莱克关系不错，理论上你可以打个电话问他：嘿，兄弟，你会去超级碗吗？

Like if you're somewhat friendly with Ben Affleck, you could theoretically call him up and be like, hey man, you go to the Super Bowl?

他回答说：不会，我不去，然后你就下注了。

And he's like, no, I won't be there and put a wager in.

所以，预测市场的优缺点就在于它是真相。

So that's kind of the good and bad thing about prediction markets is that it's truth.

我的意思是，正如布莱恩·阿姆斯特朗所说，这是我们所能拥有的最接近真相的形式。

I mean, what Brian Armstrong said, it's the closest form of truth as we have.

只要你明白，总会有一些人手里掌握着某些投注信息，不是所有投注，而是某些特定的投注。

As long as you understand that there's going to be some people out there with certain wagers here, you know, Not all wagers, but certain wagers.

有些投注的结果我们并不知道，但像 halftime 表演嘉宾是谁这样的投注，就属于这一类。

There's some that don't have outcomes we don't know, but certain wagers like who's gonna be the guest of the halftime show.

总会有人知道内情，也总会有人基于这些信息下注。

There's gonna be people that know and there's gonna be people that wager on that.

只要你清楚自己没有内幕信息，那你就是在纯粹赌博，或者只是做出有根据的猜测，这都没关系。

As long as you know you don't have insider information, you're you're probably straight up gambling or you have an educated guess of a gamble and that's okay.

人们一直都在这么做。

People do that all the time.

但你必须明白，有些人手握内幕信息，你可能会被收割一点，但这并不会阻止人们涌入这些预测市场，我相信这个预测市场的超级周期还会继续增长。

But you have to understand there's some people with some insider information out there and you could get farmed slightly, But it's not stopping people from flocking to these prediction markets which I believe this prediction market super cycle is gonna continue to grow.

我知道Robinhood的Vlad称这是预测市场的超级周期。

I know Vlad at Robinhood has called it a prediction market super cycle.

我认为他最近发布了他们的数据。

I think he released their numbers recently.

加密货币稍微下跌了，但他们的预测市场数据却惊人地出色。

Crypto was a little bit down but their prediction market stats were out of this world.

在节目开始前，你和我聊过Cauchy，我觉得Cauchy之所以如此火爆，一个主要原因是你可以直接在Robinhood应用里看到各种预测、投注之类的功能弹出来。

And you and I talked about before the show about Cauchy and I was like a big reason Cauchy is absolutely popping off is you can go to your Robinhood app and it just pops up like predictions like wagers whatever you want to do.

所以，即使你不喜欢投注或赌博，或者对此毫无兴趣——这也没关系，它仍然是了解正在发生什么的最佳指标之一。

So and the other unique thing about it even if you don't like wagering or gambling or you don't have interest in any of that and that's great as well it's still one of the best metrics to like see what's happening.

比如，你可以实际看到，当《清晰法案》签署前几个小时，预测市场上关于该法案的‘是’或‘否’选项就会出现大幅波动，远早于官方宣布之前。

Like you you you can actually see spikes of once that clarity act gets signed probably a couple hours before the clarity act signs we're gonna see a huge move on the actual yes, no for the clarity act on prediction markets way before it's even announced.

因此，据我看来，这是获取新闻的最佳渠道之一。

So it's one of the best places to source news in my opinion.

你对目前我们所看到的整个预测市场周期有什么看法？

What are your thoughts on this whole prediction market cycle we've been seeing?

嗯，我认为我们看到了

Well, I think we saw

在美联储决策时，凯文·沃施的情况就是这样。

it with Kevin Worsch for the Fed decision.

他当时处于百分之七、八、十的无人领先区，然后一夜之间就跃升为最热门选项。

He was, you know, in no man's land at, you know, seven, eight, 10%, and then he shoots up to the favorite, you know, basically overnight.

是的。

So, yeah.

对于那些拥有内幕信息的人，我认为布赖恩·阿姆斯特朗说过，这并不是一个漏洞，而是掌握真相所带来的优势。

And I I think for people having insider information, I think that's I think what Brian Armstrong said that right, it was like it's a it's a it's not a bug, it's actually a feature of of knowing the truth.

你知道，过去十年左右，我们都经历过各种不同的顿悟，意识到有时候新闻报道并不像表面看起来那么真实，我觉得最让我震惊的是民调。

It's, you know, we've all been through different, you know, realizations over the last, you know, whatever, you know, ten years, decade of understanding like, hey, sometimes the news flow isn't, you know, maybe as like face value truthful or I think the polling was the biggest thing that got me.

我们之前讨论过密歇根大学的通胀调查之类的。

It was and we've talked about like the Michigan, you know, Michigan University inflation, survey or something.

结果发现，这简直荒谬至极。

And it's like, oh, actually, like it was ridiculous.