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别再等着别人允许你创业了。
Stop waiting for permission to start your business.
你的想法离实现只有一步之遥，Shopify能让这件事变得简单。
Your idea is one step away, and Shopify can make it easy to make it happen.
我们当时在Crypto 101就是这么做的，用Shopify卖我们的书，之后一切就顺理成章了。
That's what we did at Crypto one zero one and use Shopify to sell our book, the rest is history.
我喜欢Shopify的一点是，它消除了创业中那些让人害怕的部分。
The thing I like about Shopify is it takes the scary part out of starting.
你不需要坐在那里费劲琢磨网站、支付、结账、库存这些琐碎的事情，很多人还没迈出第一步就被这些事挡在了门外。
You're not just sitting there trying to figure out a website, payments, checkout, inventory, all these little things that stop people before they even launch.
谈到搭建一个店铺，最大的阻碍就是各种繁琐的流程。
When I think about building a storefront, the biggest thing is friction.
你希望顾客一进你的页面，就喜欢上你的产品，并能顺畅下单，不会卡在某个环节。
You want someone to land on your page, like what you're selling, and be able to buy without getting stuck.
这正是Shopify的强项。
That's where Shopify is huge.
Shopify的结账流程就是为了帮助更多顾客完成购买，而且他们下次再来的时候，信息都已经存好了。
Shopify checkout is built to help more customers finish their purchase, and when they come back, their details are already saved.
一键搞定。
One tap and they're done.
最酷的是，Shopify支持全球数百万家企业，从你熟悉的大品牌，比如Mattel和Gymshark，到刚起步的小公司。
The cool part is Shopify powers millions of businesses worldwide from huge brands that you know, like Mattel and Gymshark to small businesses just getting started.
所以不管你是想打造下一个大品牌，还是推出第一款产品，基础设施都已经准备好了。
So whether you're building the next big brand or launching your first product, the infrastructure is already there.
一旦这部分搞定，你就能专注于真正重要的事：打造品牌、吸引关注、把顾客带到你的网店，让生意不断增长。
Once that part is handled, you can focus on the real work, building the brand, getting attention, and bringing people to your storefront so the business can grow.
当有人真正下单的那一刻，你的想法就变成了现实。
That moment when someone actually buys, that's when the idea becomes real.
有了Shopify，你的想法和真正的生意之间没有任何阻碍，所以放手去干吧。
With Shopify, nothing stands between your idea and a real business, so go make it one.
今天就去shopify.com/crypto10one免费试用吧。
Start your free trial today at shopify.com/crypto10one.
这是shopify.com/crypto10one的免费试用。
That's a free trial at shopify.com/crypto10one.
八月是稍微整理一下衣柜的好时机。
August is a good time to clean up the closet a little bit.
把那些夏天没用过的东西处理掉。
Get rid of the summer stuff that you didn't use.
为秋季衣橱做准备，升级那些你每周都会真正穿的基础款。
Prepare for your autumn wardrobe and upgrade the basics that you'll actually reach for every week.
这就是我喜欢Quince的原因。
That's why I like Quince.
他们做的单品少而精，质感高级，但没有奢侈品的溢价。
They make fewer better pieces that feel premium, but don't come with the luxury markup.
对我来说，我最常穿的是那条100%欧洲亚麻抽绳沙滩裤，搭配同款衬衫。
For me, the piece I keep coming back to is the 100% European linen drawstring beach pants with the matching shirt.
我喜欢在海滩度假时穿它们，因为穿起来轻松、透气、舒适，而且看起来得体，又不会显得我刻意打扮。
I love wearing them on beach vacations because they're easy, they're breathable, comfortable, and they look put together without feel like I'm trying too hard.
白天穿上它们，在水边穿也行，或者晚上稍微打扮一下。
Throw them on during the day, wear them by the water, or dress up a little bit at night.
这就是我真正会用的那种基本款，因为它百搭。
That's the kind of staple I actually use because it has versatility.
而这正是Quince做得好的地方。
And that's really what Quince does well.
他们专注于日常单品，比如超柔软的有机棉T恤和高级木兰花羊绒衫，这些衣服既能应对日常上班，也能穿去晚餐。
They specialize in everyday pieces that work harder like ultra soft organic cotton tees and premium magnolia and cashmere sweaters that can go from a casual workday to dinner out.
如果你的基本款开始显得旧了，Quince让你轻松升级，高级牛仔和定制卡其裤只要60美元起，版型和面料质量都是你期望的奢侈设计师品牌水准。
If your basics are starting to feel worn out, Quince makes it easy to upgrade with premium denim and tailored chinos from just $60 with the fit structure and quality fabrics you'd expect from a luxury designer brand.
Quince的所有商品价格比同类品牌低50%到80%。
Everything at Quince is priced 50 to 80% less than similar brands.
他们直接与道德工厂合作，省去中间商，所以你付的是高品质的钱，而不是品牌溢价。
They work directly with ethical factories and cut out the middleman so you're paying for high quality, not brand markup.
而且不只是服装。
And it's not just clothing.
Quince已经成为从酒店级床品和浴室用品到高端厨具和旅行必备品的首选。
Quince has become a go to for everything from hotel quality bedding and bath essentials to premium cookware and travel must haves.
各位，你们一直听我讲了好久，说你们一定要去quince.com看看，因为那个网站上有好多选择，特别有意思。
Guys, you've been hearing it for so long now how I tell you you have to go to quince.com because the website is so fun for all the options that they have.
那网站逛起来真的很爽，而且价格绝对最划算。
It's a great website to go click around and the prices can't be beat.
升级你的日常，下载Quince应用，享受应用专属优惠。
Upgrade your everyday, download the Quince app for app exclusive offers.
访问quince.com/crypto10one。
Go to quince.com/crypto10one.
你的订单免运费，还有365天退货服务，现在在加拿大和英国也有这个服务了。
Get free shipping on your order and three hundred and sixty five day returns now available in Canada and The UK too.
就是quince.com/crypto10one。
That's quince.com/crypto10one.
好了，大家。
Alright, everybody.
欢迎回到《加密简报》，这是一个特别的周五版，宝可梦卡牌的表现竟然超过了标普500指数，而且这可能是本周最大的加密新闻之一。
Welcome back to the Crypto Rundown, a special Friday rundown where Pokemon cards are outperforming the S and P 500, and somehow that might be one of the biggest crypto stories of the week.
不过我们也有一些更传统的新闻要报道。
But we also got some more more traditional news to cover.
彭博社现在开始报道这些代币化的宝可梦卡牌。
Bloomberg is now covering these tokenized poke Pokemon cards.
收藏家们说它的收入已经突破了10亿美元。
Collectors are saying it has crossed the $1,000,000,000 in revenue.
与此同时，美国证券交易委员会突然取消了一场加密投票。
And while that's happening, the SEC just abruptly canceled a crypto vote.
我和布莱恩都戴上了锡箔帽，准备深入探讨。
Brian and I are getting out the tinfoil wrapped around our heads.
我们对华盛顿那边关于加密货币和《清晰法案》的情况有一些猜测，今天我们就来聊聊这个。
We got some theories on what's going on down in DC with the crypto, the Clarity Act, and we're going to cover that today.
最后，富达推出了以太坊质押服务，而泰达在通过毕马威审计后再次成为焦点。
And then finally, Fidelity is bringing some ETH staking and Tether is back in the spotlight after passing a KPMG audit.
各位，我们今天的内容从宝可梦卡到KPMG审计Tether，全都覆盖。
Guys, we're covering everything from Pokemon cards to KPMG auditing Tether.
这可是内容超满的周五特辑。
It is a jam packed Friday episode.
我们想请你们一上来就给这个视频点个赞，因为这期节目会很精彩。
We're gonna ask that you give this video a like right off the bat because it's gonna be so good.
如果你是新来的，点右下角订阅。
And if you're new here, hit the bottom right and subscribe.
Brian，周五快乐。
Brian, happy Friday.
欢迎来到节目。
Welcome to the show.
老兄，谢了。
Man, appreciate it.
周五总结，经典回顾。
A good old, Friday rundown.
我今天给你发消息了。
I messaged you today.
我特别喜欢和你以及社区一起做周五回顾，而且你给了一些提示。
I I love me some, Friday rundowns with you and the community, and, you gave you gave some indications.
我得囤点锡纸，因为我有一些关于正在发生的事情的有趣理论，很期待和你一起深入探讨，Tevo。
There was, I I had to stock up on the Reynolds Wrap because I do have some, tinfoil theories out there, some interesting theories about what's happening here, and excited to dive into it with you, Tevo.
总是很有趣。
It's always a blast.
对。
Yeah.
确实。
It is.
我们要从一个你特别擅长的话题开始。
And we're gonna start off with something right in your real wheelhouse.
就是宝可梦卡牌。
It's the Pokemon cards.
这阵风潮，你知道，在我看来，我觉得宝可梦卡牌和表情包挺像的。
It's the craze of, you know, in my mind, I kind of connect Pokemon cards to memes.
我有一个朋友群叫“粉红小马”，这些人根本停不下来拆卡包。
I got a friend group called the Pink Ponies, and these guys can't stop ripping packs.
简直难以置信。
It's unbelievable.
我心想，嘿，咱们去喝个欢乐时光吧。
I'm thinking like, hey, let's go do a happy hour.
一起聚聚。
We'll hang out.
喝点酒，聊聊工作，聊聊体育。
We'll have some drinks, talk shop, talk sports.
结果他们带着卡包就来了，只顾着拆。
No, They're rolling in here with packs, and they're just ripping.
他们就想拆卡。
All they do is they wanna rip.
他们就想拆卡。
They wanna do the rip.
他们就想喝一杯。
They wanna do the sip.
真是难以置信。
It's unbelievable.
他们正在坦帕的酒吧里放自动售货机。
They're putting vending machines in bars across Tampa.
我们稍后再聊加密货币市值，因为我们现在得好好聊聊这个宝可梦现象。
We can get back to coin market cap later because we just gotta break down this Pokemon phenomenon.
因为我坐在这儿，就是搞不懂，我也不打算参与。
Because while I'm sitting here and I just don't understand it, I'm not getting involved.
我没投钱。
I'm not invested.
不过，我看着这些数据，看到这东西跑赢了标普500，然后大家就都开始关注了。
However, I'm looking at these stats, seeing this thing, you know, outperform the S and P 500, and then that's how everybody else looks around.
就像，嗯，也许我真的得参与一下了。
It's like, well, maybe I maybe I do gotta get involved.
就像，哥们，我不是那种玩宝可梦的人。
It's like, dude, I I'm not a Pokemon guy.
我喜欢收藏品，这真的很有趣。
I love collectibles, and it's it's so funny.
你提到了自动售货机那件事。
You said the vending machine thing.
我一直在给我老婆发我在Facebook市场上找到的自动售货机。
I've been, like, sending my wife, like, vending machines I've found on Facebook Marketplace.
所以我就想，我们只需要把宝可梦放进去，我不知道你知不知道Nittos，就像Skushies那样。
So was like, all we need to do is put Pokemon in I don't know if you know what Nittos are, like, Skushies.
孩子们对这些Skushies特别疯狂。
Like, kids go crazy for these Skushies.
到处都卖光了。
They sell out everywhere.
我就说，我们只需要把这些东西放进自动售货机，然后翘着脚退休就行了。
I go, all we need to do is put those in a vending machine and just kick our feet back and retire.
但宝可梦的热潮是真的。
But the Pokemon craze is for real.
这大概是我今天最喜欢的故事之一。
This is probably one of my favorite stories of today.
宝可梦的卡片这些年来其实一直是一种非常棒的另类资产。
Pokemon, its cards have actually been an incredible alternative asset over the years.
而且就像你说的，在某些时期甚至跑赢了传统市场。
And like you said, even outperforming traditional markets over certain periods.
然后还有，彭博社在报道这种代币化宝可梦卡片的繁荣。
And then we have, Bloomberg covering this boom in tokenized Pokemon cards.
其中最大的玩家之一，Collector Crypt，刚刚宣布——我可能有点跳步了。
And one of the biggest players out there, Collector Crypt, just announced, I might be jumping ahead a little bit.
他们刚刚宣布了十亿美元的总收入。
They just announced a 1,000,000,000 gross revenue.
需要说明的是，这个总收入并不是十亿美元的利润，但我觉得更大的看点是他们在做的事情。
An important distinction that gross revenue isn't a billion dollars in profit, but I think the bigger story is what they're building.
他们把真实的评级宝可梦卡片收进金库，在链上记录所有权，这样任何人都可以买卖，或者最终兑换成实体卡片。
You take real graded Pokemon cards, vault it, represent the ownership on chain, and someone anywhere can buy, sell it, or eventually redeem it for a physical card.
所以普通人根本不需要关心Solana或者代币标准。
So normal people don't need to care about Solana or token standards.
他们只需要关心宝可梦就行了。
All they need to care about is Pokemon.
这其实就是消费者级加密货币普及可能的样子——加密货币的基础设施在后台运行。
And that's what consumer crypto adoption might actually look like is that, you know, crypto infrastructure is in the back end.
作为NFT圈的人，我和乔多年来一直在说，这些不只是JPEG图片。
And this is something as like an NFT guy that we Joe and I have always talked about for years is like, these aren't just JPEGs out there.
有办法把链上的图片或身份和真实资产，也就是现实世界资产，连接起来。
There's a way to connect on chain pictures or identity to real assets, these real world assets.
我们越来越频繁地看到这种情况。
And we're seeing this more and more.
Collector Crypt 真是做得太棒了，兄弟。
Collector Crypt nailed it, man.
这也是我们社区里一直在呼吁的事情。
And this is a call of ours in our community as well.
不是想吹嘘我们自己，但我们在很多不同的群里都聊过这个，他们现在简直是火爆得不行，老兄。
Not to shout us too much, but we we've talked about this in a lot of different groups, and they're absolutely booming, dude.
十亿的收入。
Billion revenue.
现在没人敢小看他们了。
No one's gonna no one's gonna, take them lightly now.
对。
Yeah.
我真希望我妈当初没小看它们。
I wish my mom didn't take them lightly.
我敢肯定我以前的卧室里有好几摞宝可梦卡牌，现在它们大概已经在特拉华州威尔明顿的某个垃圾填埋场里了，你懂的。
I'm pretty sure I had those sleeves and sleeves of Pokemon cards in my old bedroom and now they're in a dumpster somewhere in Wilmington, Delaware in a landfill, you know.
所以，这就是我的宝可梦收藏的现状。
So that's that's how my that's how my Pokemon collection is going.
不过就像你说的，这故事真是疯狂，也来自你们社区的反馈。
But just an absolute crazy story as you said, call from your community.
我们一直都会在下方链接里做推广。
We always want to shout out the links below.
如果你想更深入地了解 Brian，可以查看下方的链接。
If you want to get more involved with Brian, check out the links below.
另外，我们还有一个头号币种促销活动，这是为本周五的简报准备的特别优惠。
And then we're also, we do have the number one coin promo going on a special promo for this Friday rundown.
如果你想往下翻，就能看到布莱恩、布赖斯、布伦丹以及整个团队一起整理的这份报告，他们推荐了本周最值得持有的头号加密货币。
If you guys want to scroll down, it's Brian, it's Bryce, Brendan, the whole team, they get together and they kind of put this report together for the number one crypto to own.
所以你可以往下滑，点击那个链接了解更多详情。
So you want to scroll down, check out that link for more.
我觉得我们现在可以打开CoinMarketCap，因为通常我们都是这么开始的，这样可以对本周的市场行情有个大概的了解。
I think what we can do now is pull up a coin market cap because usually that's how we start and we can just kind of get a gist of the market this week.
再说一遍，我们就在这个区间里。
Again, we're in this range.
这个区间就是慢慢磨人的，这是我们夏天就预料到的，现在顶部那边也确实能看到这个走势，我们还处于恐慌中。
It's a grind you out range, something that we've predicted definitely through the summer and you kind of see it coming into fruition over the top right, we're still in fear.
价格走势上，倒不能说有什么特别糟糕的地方，但肯定也没太多亮点。
There there and there's I wouldn't say there's any super negative spots in the price action, but there's definitely not too many bright spots either.
技术分析这块，你得去看Hunter和Brendan的。
You're gonna have to lean on Hunter and Brendan for the technical analysis.
我昨天看了他的市场更新，他给大家讲清楚了我们现在的位置，那种内容很值得听，我们每周也会发。
I I kind of watched his market update yesterday and he kind of gave the playbook of where we are, which is always good to tune in to those, which we're publishing each week as well.
但是Brian，
But Brian,
你觉得呢？
what what do you see?
我们其实有点
We we kind of like
让大家一起参与进来，听听他们的意见。
to have the team on and get their opinions.
感觉最吓人的阶段已经过去了。
It it's it feels like it's the the scary out is over.
现在就是慢慢磨人的阶段。
Now it's the grind you out.
对。
Yeah.
你说得完全对，我觉得我们还要磨挺长一段时间。
You you nailed it, and I think we're gonna grind for a lot while longer.
你直接把我过去几周在这个房间里每次说的内容复制粘贴过来，放到这一段里就行了。
You could literally copy paste what I say on every rundown in this room like a cap over the past few weeks and just implement it for this segment.
震荡区间。
Choppy zone.
我们会横盘一段时间。
We're gonna go sideways for a while.
我们还有可能看到一次洗盘。
There's a chance that we do see one more flush out.
那也不会让我惊讶。
I wouldn't be shocked by that.
没错。
Mhmm.
不过，我挺喜欢我们现在的位置，因为我们有很多短线卖家。
But, again, I love I kinda love the position we're in because we got a lot of, like, short term sellers.
很多追热点的人都已经退出了。
A lot of the hype y people are out of it.
现在更多就是，大家都在等下一波拉升、下一个催化剂，但问题是什么？
Now there's, a little bit more of just, like, hey, we're waiting for that next leg up, the next catalyst, but it's what is it?
八月十四号。
August 14.
我是说，在欧洲和很多地方，当然不包括我们，我们还在吃苦，他们现在可能根本都没在干活。
I mean, in Europe and in a lot of parts, not us because we grind, they're probably they're not even working right now.
你知道，汉普顿那边还有银行家什么的。
You know, we got bankers and whatnot at the Hampton still.
这就是现在的情况。
That that's that's what's happening.
大家都差不多回到上学模式了。
It's it's everyone's kinda back to school mode.
夏天快结束了。
Summer's wrapping up.
除非有特别的原因，不然这个时候市场不会有太多大动作。
This isn't the time we see a lot of major moves in markets unless there's a a reason for it.
所以我觉得会横盘，可能稍微偏跌一点。
So I think we go sideways, maybe maybe a little bit more on the downside.
我觉得不会有什么疯狂的事。
I don't think anything crazy.
我个人不太参与主要市场。
I'm not playing personally in the majors too much.
原因是，嗯，我确实在这么做。
The reason is is, well, I do.
我一直持续定投，但链上活动很多，吸引了不少关注，你知道，就是那个Robinhood Chain。
I always continuously dollar cost average in, but there's been a lot of on chain activity that's been catching a lot of interest, you know, with the whole Robinhood Chain.
有很多有趣的跑者，但我想带大家回顾一下。
There's been a lot of interesting runners, but I wanna kinda like take everyone back.
当我们看到链上活动时，比如那些我们常开玩笑的“矿工”或“赌徒”，在加密圈里，他们总是追逐NFT、某些模因币或与模因币相关的RWA项目。
When we see activity on chain, like these, like, the trenchers or the degenerates out there that we joke about in the crypto sector, always like going after NFTs or certain meme coins or RWA projects that pair of meme coins.
当这些被炒作起来时，通常主流币种表现平平，而且它们往往提前反映了未来几个月的情况。
When those are getting hyped up, usually the majors are pretty flat and they usually front run what we're gonna see months down the road.
所以我喜欢这种观点，就是市场会横盘几周，甚至可能在一些主流币种上稍微下跌。
So I I like kind of the the thesis that this is building is that we're gonna go sideways for weeks longer, maybe a little bit farther down in some of the majors.
并不是说我觉得有什么问题。
Not that I think anything's wrong.
我觉得这是定投的好时机。
I think it's a great area to dollar cost average in.
赚到的钱，我都投到我的被动比特币和以太坊仓位里了。
Any profits, I'm kinda just putting into my passive Bitcoin stack, Ethereum stacks.
但我觉得，如果你真想交易，链上有更好的机会。
But I think there's better opportunities on chain for people if you really wanna trade.
不过我们接下来会横盘一段时间，这些百分比已经说明问题了。
But we're we're gonna go sideways for a little bit, and these percentages are telling the story.
比特币涨了0.12%，过去24小时涨了0.02%。
We're up one we're up point 12% on Bitcoin, you know, we're up point o 2% in the past twenty four hours.
差不多就是这样。
That that's about right.
我也不会惊讶，到下周五或下周四我们下次节目的时候，价格还在这个区间。
And I wouldn't be surprised to see us just kind of sit in the zone next Friday for our next show, next Thursday, whenever that is.
对。
Yeah.
对。
Yeah.
说得很好。
It's a great point.
价格走势确实没什么动静，但这种情况我们以前也见过。
There's just not much going on for price action, but it's something that we've seen before.
再说，我们做这个节目，甚至做这个盘点，都已经经历过好几个周期了。
Again, we've all been through multiple cycles at this point doing the show, even doing the rundown now.
我们完整走过一个周期。
We've been through a full cycle.
所以，如果你是一直跟着我们的人，最近可能听到不少重复的内容，但我在自己投资中喜欢看到的，就是那些在周期中反复出现的模式。
So again, if you're somebody that has joined us throughout those, you've heard a lot of repetition recently, but you're also what I like to see in my own investing is kinda seeing patterns that come and go through the cycle.
所以，当你收到一些我们过去几个月深入分析时提到的信号，感觉还挺好的，你知道，就是那种六、八、十二个月后回头看，会说‘嘿，那就是底部’的信号。
So it feels almost good that you're getting some of those signals that we've covered throughout the last couple of months of kind of, know, doing the diving in and seeing what could you know, you look back on in six, eight, you know, twelve months from now and saying, hey, that was the bottom.
你就是在做研究，然后逐个验证，这是你一直喜欢看到的事情。
You're kind of, you know, doing the research and checking some boxes which you always like to see.
现在大家都在谈论AI，但真正重要的AI是那种能帮你节省时间、帮你做更明智决策、减轻你工作负担的AI。
Everybody is talking about AI right now, but the AI that actually matters is the kind that saves you time, helps you make smarter decisions, and takes work off your plate.
如果你在做电商，物流发货就是那种能让你顺风顺水，也能让你彻底卡壳的关键环节。
And if you're running an e commerce business, shipping is one of those things that can either keep you moving or completely slow you down.
所以我挺喜欢 ShipStation 的。
That's why I like ShipStation.
它是一个专为电商打造的端到端订单履约平台，其 AI 模型基于全球数十亿次运输、积累了几十年的真实物流数据训练而成。
It's an end to end order fulfillment platform built for e commerce businesses and its AI is trained on decades of real shipping data from billions of shipments across the world.
这样一来，你就不用手忙脚乱地切换各种工具了，ShipStation 能帮你牢牢掌控全局。
So instead of juggling a bunch of different tools, ShipStation helps you stay in control.
它能在你的库存不足时提醒你，推荐最合适的物流商和费率，自动化处理各种任务，帮助你在业务增长的同时节省时间。
It can alert you when your stock is low, recommend the best carrier selections and rates, automate tasks, and help you save time as you grow.
你还能在一个平台上实现全渠道库存同步、自动比价选物流、品牌化退货页面，以及对接财务和CRM软件。
You also get inventory syncing across sales channels, automatic rate shopping, a branded returns portal, and integrations with accounting and CRM software all in one place.
如果是我在经营电商店铺，这正是我想要的工具类型。
If I were running an ecommerce store, this is exactly the kind of tool I'd want.
因为一旦订单开始涌入，你肯定不希望物流发货成为拖慢你脚步的那个环节。
Because once the orders start coming in, you don't want shipping to be the thing that's holding you back.
超过一百万家企业在使用ShipStation来优化和扩展他们的物流。
Over 1,000,000 businesses have trusted ShipStation to optimize and scale their shipping.
你越早切换，就能越早开始节省时间和金钱。
The sooner you switch, the sooner you start saving time and money.
今天就注册ShipStation，在shipstation.com输入优惠码crypto，即可免费使用60天。
Get started with ShipStation today and get sixty days free at shipstation.com with code crypto.
网址是shipstation.com，优惠码是crypto。
That's shipstation.com, code crypto.
shipstation.com，优惠码crypto。
Shipstation.com, code crypto.
税费和其他费用另计。
Taxes and fees apply.
不知道你们怎么样，但我经常是到了饭点才想起来还没准备晚餐。
I don't know about you, but dinner sneaks up on me all the time.
打开冰箱才发现，肉都还没解冻。
I'll open the fridge and realize I have no protein ready.
到那个时候，我可不想再去商店，临时跑一趟超市，还得赌店里还剩什么肉或者汉堡。
And at that point, I'm not trying to go to the store, make a last minute grocery run, and gamble on whatever meats or burgers are left at the store.
这就是为什么Omaha Steaks是个很好的冰箱储备选择。
That's why Omaha Steaks is a great freezer move.
就像家里有个信得过的肉铺，在你最需要的时候随时有优质蛋白质。
It's like having a trusted butcher at home and quality protein when you need it the most.
Omaha Steaks用一百多年的时间赢得了好口碑。
Omaha Steaks has earned its reputation with over a hundred years.
全国各地的厨房都信赖同样的牛肉，直接送到你家门口。
It's the same beef trusted in kitchens across the country, shipped straight to your door.
牛排馆的品质，却没有牛排馆的价格。
Steakhouse quality without the steakhouse prices.
你的家人会以为晚餐花了好几个小时，其实并没有。
Your family will think dinner took hours, but it didn't.
只要几分钟。
Just minutes.
如果你还没试过，那个汉堡完美组合就是最好的入门选择。
And if you never tried them, the burger perfection flight is the perfect place to start.
你会得到20个优质牛排汉堡，用的是五种不同部位的牛排。
You get 20 premium steak burgers made from five different cuts of steak.
四个菲力牛排汉堡、四个纽约客牛排汉堡、四个肋眼牛排汉堡、四个牛胸肉汉堡和四个西冷牛排汉堡。
Four filet mignon burgers, four New York strip burgers, four rib eye burgers, four brisket burgers, and four sirloin burgers.
各位，这简直就是汉堡界的山寨币篮子。
Guys, this is the altcoin basket of burgers right here.
如果我和布莱恩在节目里，我们肯定会把这些对半分，因为你知道我们夏天多喜欢烧烤。
If me and Brian were on the rundown, we would be divvying these up fifty fifty because you know how we like to grill in the summer.
所以你得到的不仅仅是一盒汉堡，而是不同的风味、不同的口感，还有真正的牛排馆风格多样性，你可以随时烤着吃，或者工作日快速搞定。
So you're not just getting a box of burgers, you're getting different flavor profiles, different textures, and real steakhouse style variety you can throw on the grill or cook up fast during the week.
今天就去omahasteaks.com试试汉堡完美组合吧。
Try the burger perfection flight at omahasteaks.com today.
20个优质牛排汉堡只要79.99美元，而且用优惠码beef还能再减35美元。
That's 20 premium steak burgers for just $79.99, plus get $35 off with the promo code beef.
那就是omahasteaks.com，结账时使用优惠码beef立减35美元。
That's omahasteaks.com promo code beef for $35 off at checkout.
适用条款。
Terms apply.
详情请见网站。
See site for details.
你知道什么最拖慢团队进度吗？
You know what slows teams down more than anything?
通常不是人员预算，甚至也不是工具本身。
It's not always the headcount budget or even the tools themselves.
而是工作流程只存在于某人的脑子里，从来没有真正被记录下来。
It's when the way work gets done lives in someone's head and never actually gets documented.
然后新人加入、新平台上线，或者有同事离开，突然每个人都在用不同的方式做同样的流程。
Then someone new joins, a new platform gets rolled out or a teammate leaves and suddenly everybody's doing the same process in a different way.
这正是今天的赞助商Scribe要解决的问题。
That's exactly the problem today's sponsor, Scribe, was built to solve.
Scribe是一个工作流AI平台，财富500强中有94%的公司都在使用它。
Scribe is a workflow AI platform trusted by 94% of the Fortune 500.
它能实时捕捉工作流程，并将其转化为一步步的文档，方便团队审阅和分享。
It captures workflows as they happen and turns them into step by step documentation your team can review and share.
你只需要像平时一样操作，Scribe就会边做边生成指南，自动记录每一次点击、每一步操作和每个截图。
You just do the process like you normally would, and Scribe builds the guide as you go, capturing every click, step, and screenshot automatically.
因为我们的团队是远程办公，我确实遇到过好几次需要向同事解释同一个设置或流程的情况，总觉得这些内容第一次就该记录下来。
With our team being remote, I have definitely had moments where I've had to explain the same setup or process more than once to a colleague, and it always feels like something that should have been documented the first time.
有了Scribe，原本可能需要花几个小时来撰写和整理的内容，不到一分钟就能准备好分享。
With Scribe, what could take hours of writing and cleanup can be ready to share in under a minute.
Scribe还会自动从截图中隐藏敏感信息，比如姓名、邮箱和账号。
Scribe also automatically redacts sensitive information like names, emails, and account numbers from screenshots.
管理员可以在整个团队中强制执行这一功能，确保没有任何遗漏。
Admins can enforce that across the team so nothing slips through the cracks.
此外，任何按照流程操作的人都能获得实时的屏幕指引，准确显示在实际工具中应该点击哪里。
Plus, anyone following the process can get real time on screen guidance showing exactly where to click inside the actual tool.
Scribe 不只是记录工作流程，它还能利用 AI 提出优化建议，帮你发现重复的步骤以及简化或自动化的机会。
Scribe doesn't just document workflows, it uses AI to suggest ways to improve them, helping you spot redundant steps and opportunities to simplify or automate.
想了解 Scribe 如何适用于你的团队，请访问 scribe.how/crypto101，并提及 crypto101，即可在指定套餐中免费使用第一个月的 Scribe 录制功能。
To see what Scribe could look like for your org, head to scribe.how/crypto101 and mention crypto101 for your first month of Scribe capture free on select plans.
网址是 scribe.how/crypto10one。
That's scribe, scribe.how/crypto10one.
我最近觉得特别有意思的一件事发生在过去二十四小时内，也就是昨天的新闻。
Something that that I found really fascinating that's happened in the last, I think, twenty four hours here, which was yesterday's news.
对，8月13号那天Tether通过了它有史以来的第一次审计，由毕马威做的。你知道的，做审计的话，除了毕马威这种跟华尔街沾边的顶级机构，也没别的选择了。
Yeah, August 13 was a Tether passing its first ever audit, which was done by KPMG, which you know, you're gonna have an audit, there's no other, know, Wall Street adjacent firm to do your audit other than KPMG.
这些都是行业里的巨头，他们不仅顺利通过了审计，而且资产还比负债多了68亿美元。
Those are the big dogs and they they passed their audit or beat liabilities by 6,800,000,000.
这事儿多年来一直争议不断，因为Tether不是上市公司，所以外界根本不了解它的底细。
And this was something that over the years, you've heard a lot of noise because Tether is not a public company, so they don't know anybody.
它不需要发布财报，财务状况也都保密，毕竟它是一家私人公司。
They don't owe earnings reports and their finances and all that is kept private because it's a private company.
这些年关于Tether的传言和质疑特别多，你知道的。
And over the years, there's been tons and tons of FUD around Tether, know.
他们显然是这个领域里的大公司。
They're obviously a huge company in the space.
他们有很多很多钱，但很多人说他们在印稳定币，没有资产支撑，还操纵价格。
They they they have a lot of lot of money, but you know, there's a lot of people saying, you know, that they're printing stable coins and they don't have the assets to back it and they're moving prices.
但其实根本不是这么回事。
But that's just not that's just not the case.
这次审计他们完美通过了。
This this audit they passed with flying colors.
我觉得挺酷的。
I think it's pretty cool.
第一，关于Tether，今年我们采访过Paolo Ardoino。
Number one for Tether, we've had Paolo Ardoino on this year.
那真是次很棒的访谈。
That was a great interview.
他是Tether的创始人之一。
He's one of the founders of Tether.
我觉得在加密货币领域，能拿到像毕马威这样的审计报告，本身就是一种认可。
And I just think for the space when you get a KPMG audit like this, it's it's a validation.
这对Tether来说是一种认可。
It's validation for Tether.
对整个加密行业而言，这也证明了金融的未来就在这里。
It's validation for the crypto space as a whole that this is the future of finance.
我们来了。
We're coming.
所以我大概就把它归到那一类里了。
So I kind of check it in that box.
你呢？
What about you?
对。
Yeah.
我觉得你说得很到位，Tevo。
I think you broke it down perfect, Tevo.
没什么好补充的了。
Not much to add.
就是再强调一下你这些年说的，最大的批评一直是：完整的审计报告在哪里？
Just to kind of double down what you said for years, probably the number one criticism was is where's the full audit?
完整的审计报告在哪里？
Where's the full audit?
然后他们做到了。
And they made it happen.
而且他们展示的是，那个数字是多少来着？
And they're showing what was it?
储备金据说超过负债68亿美元，是亿哦。
Reserves reportedly exceeding liabilities by 6,800,000,000 with a B.
所以，关于Tether的一个长期存在的质疑，这次受到了重大打击。
So kind of the whole, one of the longest running pieces of Tether FUD just took a major hit.
所以这真是个好消息。
So this is, this is great news.
这对加密货币行业来说是好事。
This is good for the crypto industry.
对。
Yeah.
就连我们节目的一个朋友，真的，今年还上过播客，开始调侃。
Even a a pal, a friend of the show, truly, came on the pod literally this year, started, started trolling.
开始调侃。
Started trolling.
大家都在说，Tether审计什么时候出来，还用了那种搞笑的拼写。
Everybody said, when when Tether audit now with the the fun spelling.
所以他超级超级兴奋。
So he was super super excited.
我觉得你得往回看。
I think you'd have to go back.
要是你还没听过布莱斯、布伦丹和保罗那期节目，真值得回去听听，因为他确实对市场走向给出了比较全面的看法。
If you haven't listened to that episode of Bryce and Brendan and and Paolo, it is worth going back and listening because he did give kind of a holistic view of where he thought the market was.
所以说，这又是一期值得回头听的节目。
So again, another episode to go back and listen to.
布莱斯当时暗示过。
Bryce hinted.
我觉得当时确实有些风声说这事儿要发生，布莱斯也试着套他的话，想让他透露点内幕。
I think there is some rumblings that this was happening, and and Bryce kinda tried to get him to spill the beans.
我记得布莱斯他——
And I I remember Bryce.
我想他是直接问了。
I think he asked directly.
他就问，谁在负责审计？
He's like, who's doing the audit?
是毕马威吗？
Is it KPMG?
然后，很明显，他完全回避了，没有透露那个信息。
And then, obviously, complete deflection, not not releasing that information.
但得给布莱斯点个赞，我觉得他一直在紧追这个案子，就像他平时那样。
But shout out to Bryce who I believe was hot on the case as he as he always is.
那接下来就交给你了。
And and I'll hand it off to you for the next one.
大家准备好，咱们开始吧。
Get in the kitchen everybody.
把你们的锡箔纸拿出来，因为布莱恩想和大家一起做个锡箔帽，分析一下我们从华盛顿看到的情况。
Grab your your your tinfoil wrap here because Brian wants to sit around and make a make a tinfoil hat with you and break down what we're seeing coming out of Washington.
很明显，清晰法案搁置了，这不是我们想看到的，但我们之前也提到过，SEC和CFTC下面会有很多暗流涌动，现在开始显现了。
Obviously, the Clarity Act stalled, not what we wanted to see, but we kinda teed it up of there's gonna be a lot going under the surface with the SEC, the CFTC, and and we're starting to see it.
所以，布莱恩，这个就交给你了。
So, Brian, I'll hand this off to you.
好的。
Yeah.
我今天早上其实给你发消息了，我就说，嘿，哥们。
I I actually messaged you this this morning, and I was like, hey, man.
我有个关于锡纸帽的故事，我不是第一个想到这个的，但事情开始对上了。
I got a tinfoil hat story, and I'm I'm not the first one to come up with this, but things are starting to align here.
所以这可能是今天早上我最关注的故事之一。
So this is probably one of the stories I've watched the closest this morning.
美国证券交易委员会本来要开这个加密货币会议。
The SEC was supposed to hold this crypto meeting.
我记得就是今天，然后他们突然取消了。
I I I believe it was today, and then they just abruptly canceled it.
官方说法是日程安排问题。
So, officially, it was described as a scheduling issue.
这种事经常发生。
That stuff happens all the time.
但再看看商品期货交易委员会的情况，他们8月20号有个会议，议题就是讨论加密货币监管从不确定性走向清晰的过程。
But then when you look at what's happening with the CFTC, they they have a meeting on August 20, literally discussing crypto's regulatory evolution from uncertainty to clarity.
而且在实际议程里，他们讨论的是在国会立法期间，监管机构能在现有权限下做些什么。
So and inside the actual agenda, they're talking about what regulators can do under their existing authority while Congress works on legislation.
所以，很明显，即使国会不作为，监管机构也不是没有权力的。
So we have regulators clearly aren't powerless when Congress sits around.
现在，我要说说我的大胆猜测。
And now here's my hot take.
我想说清楚。
And I wanna make clear.
这只是猜测，但很可能就是事实。
This is speculation, but it's probably the truth, out there.
你当然可以戴上你的锡箔帽，把锡箔帽戴上。
And you could certainly pull out your tinfoil hat, tinfoil tinfoil hats on.
但是，Sentinels是不是基本上就告诉SEC了，他们跟SEC开了个会。
But did did Sentinels essentially just tell the SEC, like, they had this meeting with the SEC.
他们是不是就直接跟他们说了，嘿。
Did they just tell them, hey.
我们其实觉得九月份就能把《清晰法案》搞定，所以你们先别急着搞出个我们以后还得推翻的东西，行不行？
We actually think we're gonna get Clarity done in September, so hold off before we you create something that we have to unwind layer later?
而且我越想越觉得，SEC 就是想干嘛就干嘛。
In it kind of the more I think about it, like, the SEC's gonna kinda do what they want.
如果参议员们不能在《清晰法案》上做决定，而且我们离它已经很近了，我开始觉得，这有可能就是事实。
And if the senators can't make this decision on the Clarity Act and we're very close with it, I'm starting to think, that could be the case.
我没有任何证据表明这次对话发生过。
I have no evidence that this conversation happened.
但是《清晰法案》被推迟到了九月。
But Clarity gets pushed into September.
SEC突然取消了这次会议。
The SEC suddenly cancels this meeting.
与此同时，CFTC在公开谈论它现有的权力，我就觉得，无风不起浪。
And while meanwhile the the CFTC is openly talking about its existing authority, I just where there's smoke, there's fire.
我开始真的觉得，会议被取消是因为有人打了电话，然后说，嘿，别这么做。
I'm starting to really think that the meeting was canceled because somebody called somebody and they were like, Hey, don't do this.
别让我们看起来像个那什么。
Don't make us look like a you know what.
我们能把这事儿办成。
We we can get this done.
所以我有点被打击了，觉得我们可能看不到Clarity法案有什么进展。
So I'm to get a little bit more blown off that we might see some Clarity action.
我知道这是个大胆的预测，但你知道，我有时候预测得还挺准的。
I know it's a, I know it's a hot take, but you know, I do pretty good with hot takes sometimes.
天哪，你这是要逼我去Polymarket上押18%的概率，赌Clarity法案2026年能通过啊，老兄。
Man, you're gonna, you're gonna make me go on a poly market and take the 18% to pass Clarity in 2026 dudes.
说实话。
I'll be honest.
我都没看赔率，因为我一看到就会想，哦，我得赶紧冲进去买。
I didn't even look at the odds because I would just be like, Oh, like I need to ape into this.
对。
Yeah.
就19美分。
It's 19¢.
对。
Yeah.
那就下重注吧。
Get the hammer out.
这其实挺多都是投机猜测的。
This is the this is like a lot of speculation.
外面确实有些人这么想。
There's some people out there.
我一直在读更多相关的东西。
Like, I didn't I've been reading more about it.
你知道吗，感觉这好像真有可能发生。
You know, it it just seems seems like that could be going on.
会议突然取消，然后又和CFTC有其他会议，我们本来就差一步了。
Just the meeting abruptly canceling, and then with some other meetings happening with the CFTC, I just and we were close.
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我觉得现在有人在私下讨论加密和监管的事情，比公之于众的多得多。
I think something's there's something being talked about right now behind closed doors with crypto and regulation, much more that's being disclosed to the public.
而且我觉得情况可能比我们想的要积极。
And I think it's more on the positive side than we really think.
嗯，现在的处境已经不能再糟糕了。
Well, can't get much worse at where it's at right now.
是吧。
So No.
对。
Yeah.
对。
Yeah.
是啊，确实不能再糟了。
Well, yeah, it can't get much worse.
所以有空穴来风，必有原因，我也说不准。
So where there's smoke, there's fire and, I don't know.
我觉得我赢面挺大的，
I like my odds there that,
你知道，再说一遍，这不是个人理财建议。
something's You going know, again, not personal financial advice.
这真的，你知道，就是边缘赌博，如果不是赌博，那就是纯粹的赌博。你在这里就像是在赌一把。
This is truly, you know, borderline gambling, if not gambling, flat out It's like you could play a trade here.
现在是十八。
It's at eighteen.
你觉得下周的会议会泄露一些积极信息，好让九月能搞定这件事吗？
You think these meetings next week are gonna leak some positive information going into September to get this done.
那个十八能涨到三十、四十、四十五个百分点。
That eighteen pops up to thirty, forty, 45%.
你知道，这不算一笔坏交易。
You know, that's that's not a it's not a bad trade.
我现在正在签一笔交易。
I'm signing a transaction right now.
我觉得我也是，兄弟。
I think I am too, brother.
我觉得我也是。
I think I am too.
我完全不讨厌这个，因为再说一次，无风不起浪。
I don't hate it at all because like again, where there's smoke, there's fire.
所以布莱恩刚才提到的8月20日会议，这个是在节目开始前刚出来的消息，白宫预计将在下周三，也就是8月19日，举办一场聚会，为9月份的《清晰法案》市场结构法案做准备。
So this August 20 meeting that Brian just talked about, this came out right before the show is, the White House is expected to host a gathering next Wednesday, August 19, pending the Clarity Act market structure bill in September.
所以商品期货交易委员会第二天就要开会，这就是时间安排。
So the CFTC was gonna meet the next day, and and that's the timing of it.
与会者包括数字资产和预测市场的领导者，以及传统金融高管。
The attendees include digital assets and prediction market leaders alongside traditional finance executives.
他们通常不会这样，白宫，尤其是这届政府，喜欢公布谁要来。
They didn't they didn't this is one of those meetings usually the White House, especially this administration likes to release who's coming.
这就像个大事，对吧。
It's like a big, you know Yeah.
具体是哪些人。
Who's who.
而且我至少今天看到的信息是，名单暂时还没公布。
And and and what I well, at least what I read for today was they're not releasing the list yet.
至于名单会不会公布，还得看下周的情况。
Now whether the list comes out or not remains to be seen next week.
我们到时候自然会报道这件事。
We'll obviously cover that.
不过，是的，目前还没确认谁会出席。
But, yeah, it's unconfirmed who's coming.
甚至连总统是否会参加这次聚会都还没确定。
It's unconfirmed if the president will even attend the gathering.
所以总结一下，就像Brian说的，无风不起浪。
So but the the summary is where there's smoke, there's fire, just like Brian said.
真的挺有意思的。
So really interesting stuff.
就在你以为《清晰法案》所谓的已经死了的时候，它其实还有一口气在。
Just when you think the Clarity Act quote unquote is dead, it is it's still got a heartbeat there.
对。
Yeah.
我的意思是，那正是我喜欢买入的时机。
I mean, that that's the time I like to buy.
我知道这有点像沃伦·巴菲特的名言，但你知道，当所有人都站在一边反对，而事情又不太对劲，街上血流成河的时候，你往往能做得很好。
I know it's like a Warren Buffett quote, but, like, you know, I you do pretty well when everybody is against one side and it doesn't quite add up and there's just blood in the streets.
从整体交易策略来看，你能做得相当不错。
You can do pretty well just from an overall trading thesis there.
所以我们就等着看结果如何吧。
So we'll see how it all shakes out.
我相信在那之前我们会有一些总结报道。
I'm sure we'll have some rundowns up until that point.
我并不是说赔率是对的，但谁知道呢。
By no means, I think the odds are right, but I don't know.
有点不对劲。
There's something going on.
我闻到了什么。
I smell yes.
也许我下周五，也就是21号，就不在了。
Maybe I'm out next, Friday the twenty first.
那我们就在20号那天做个总结，正好可以回顾一下19号的情况。
So then we're going to do a rundown the twentieth the exact day so we can recap the nineteenth.
我们也能提前了解一下20号有什么动静，然后给大家分析一下。
We can get the early sniffings on what's going on on the twentieth and we'll break it down for you all.
所以再次提醒大家，记得在右下角点击订阅，点一下那个标志。
So again, just another call to subscribe bottom right, hit the logo.
给我们点个赞，非常感谢。
Give us a like, really appreciate it.
今天聊天区里有点活跃。
A little active in the chat today.
我们有CJE，还有Trinity。
We got CJE, we got Trinity.
告诉我们大家都是从哪儿看直播的。
Let us know where everybody's watching from.
如果你喜欢这档节目，或者有任何问题，都欢迎在这个愉快的周五跟我们互动。
And if you're enjoying the show, any questions, let us know on this fun Friday.
虽然价格走势和监管政策可能都不太顺我们的意，但这并不会让那些大型传统金融机构却步，它们反而正越来越深入地扎根于加密货币领域。
Even though the price action is not going our way, maybe the regulation isn't quite going our way, but it doesn't, you know, shy away these big traditional firms from getting more and more ingrained into crypto.
只要看到大机构向客户和公众提供什么服务，我就觉得这是值得报道的大事。
Whenever I see a big firm offer something to their clients and to the public, I think it is a big deal worth covering.
所以这次是富达，富达打算在他们的以太坊上提供收益。
And so Fidelity here, Fidelity is going to offer a yield on their ETH.
他们可以在现货以太坊ETF中加入质押功能。
They're going to be able to add staking to its spot ETH ETF.
富达的基金最多可以100%进行质押，每年收益可达48万美元。
Fidelity fund could stake up to a 100%, $480,000 a year.
所以如果富达在质押以太坊，那说明他们长期看好。
So if Fidelity is staking it, you know, again, that's a long term belief.
当这些大公司开始参与进来，比如在资产负债表上买入持有，或者替客户管理基金并质押，你觉得怎么样？
What do you like when these bigger firms like to start getting involved, obviously buying, holding on their balance sheet or for customers running the funds and then staking them?
这对你来说是看涨信号吗？
Is that bullish to you?
无所谓。
It doesn't matter.
你看到这些头条新闻时是怎么想的？
What do you think when you see these headlines?
不，兄弟，这绝对是ETH的结构性看涨发展。
No, dude, it's definitely bullish structural development for ETH.
我是说，持有ETH ETF最明显的理由之一——我也说过很多次——就是我为什么要买ETH ETF而放弃我的质押收益呢？
I mean, one of the most obvious arguments holding an ETH ETF, and I've said this a lot too, is why would I buy the ETH ETF and give up my staking yield?
我持有的ETH，我能赚取质押收益。
The the ETH I hold, I earn a stake on.
现在富达正在试图改变这一点。
Now Fidelity is trying to change that.
他们也应该这么做。
And they and they should.
他们的结构可以让ETF质押其大部分以太坊，保留大约85%的质押奖励，然后可能将这些收入分配给投资者。
Their structure could allow the ETF to stake a significant portion of its ETH, retain, I think, like 85% of the staking rewards, and then potentially distribute that income back to investors.
所以现在你谈论的是以太坊敞口、质押收益，再加上一个受监管的富达包装。
So now you're talking about ETH exposure, staking yield in a regulatory fidelity wrapper.
这对传统投资者来说是一个更容易理解的产品。
That's a much easier product for traditional investors to understand.
而这正是我们前进的方向。
And, and that's, that's where we're going.
我的意思是，就这么做吧，富达。
I mean, this is do it, Fidelity.
这显然是个明智之举，人们会喜欢的。
It's, it's a no brainer and people will like it.
可能乍一看，普通投资者看到这种头条新闻不会完全理解，但一旦开始有收益分给他们，他们就会明白了。
And maybe right off the cuff, see people see this headlines like a traditional investor and they don't fully understand it, but they will once they start getting rewards distributed to them.
然后突然之间，我也会重新考虑这件事，因为我持有一些比特币ETF。
Then all of a sudden, I'm gonna think about it twice about it as well, because I have some Bitcoin ETF.
我没有在ETF里投入太多，正因为如此，我为什么要花很多时间买ETH的ETF，还放弃质押收益呢？
I didn't put a lot into the ETF and, because of that reason, why would I buy the ETH ETF a lot of time and give up a staking yield?
现在市场上还有一些其他产品在提供这种服务。
Now, there's some other offerings out that they're doing that.
我其实持有富达的比特币ETF，但当我看到这个的时候，我就觉得，好吧，这开始变得更有道理了。
I actually have Fidelity's Bitcoin ETF, but literally when I saw this, I was like, all right, like, this is starting to make more some more sense.
我觉得大家会喜欢这个的。
And I I think people are gonna like it.
我喜欢这个举动。
I I like this move.
这简直是不用想的事。
It's it's a no brainer.
对。
Yeah.
然后，我们聊到ETH的时候，我注意到一件事，就是Bitmine的优先股收盘价创下了上市以来的最高纪录。
And then just, something that I saw while we're talking about ETH is, the Bitmine preferred stock closed at its, its highest closed ever since since it went.
所以它一直在涨。
So it's going it's going up.
这倒不一定是它本来该有的表现。
That's not necessarily what it's designed to do.
按理说它应该维持在面值附近，但现在却在上涨。
It's supposed to be par, but it's going up.
与此同时，Stretch已经低于面值两个多月了。
Meanwhile, stretch has been under par for over two months now.
我快速看了一眼图表。
I I took a quick look at the chart.
我记得大概是六月初，六月二号、五号左右，第一次下跌，之后又跌得更厉害，但你知道，Stretch已经两个多月没回到面值了。
I think it was like early June, June 2, June 5, where that that had the first dip and then the bigger dip after, but you know, it's been two months since stretch has been back to par.
与此同时，比特大陆优先股BMNP那边倒是风平浪静。
Meanwhile, smooth sailing over at the Bitmain preferred BMNP.
是的，投资者对这些产品有持续的需求，这也是资金最终流向ETH的另一条途径。
Yeah, there there's consistent investor demand for these products and that's another pathway for capital to ultimately flow towards ETH.
所以看到比特大陆能撑住，真是太好了，还有整个STRATEGY策略、Sailor那笔交易，Sailor好像卖了32个比特币，然后就把图表给砸了。
So great to see, you know, great to see Bitmune, kind of holding it up and, and the whole stretch strategy, Sailor deal, Sailor's like, he sold, like, 32 Bitcoin and, like, nuked the chart.
但这基本上完全符合我们的预期。
And but it kinda, like, played out exactly what we thought.
然后他开始卖越来越多的比特币，不断积累现金储备。
And then he started selling more and more Bitcoin and just building up his cash reserves.
我知道你可能在之前的节目里聊过这个。
I I know you probably talked about this on past rundowns.
现在他们手里有大概40亿美元的现金。
Now they got, like, 4,000,000,000 in cash.
而且，实际上，股价并没有像STRATEGY股票那样受到那么大的冲击。
And, really, things didn't take as big of a hit like a strategy stock.
受到的冲击没有我预期的那么大。
It didn't take as big of a hit as I was expecting.
所以看起来有点……怎么说呢？
So it's kinda to see it kind of, what's the word?
有点像在脱钩，但这对于比特矿机来说是个好消息。
Like, almost like depag from it, but but this is great news for bit mine.
市场正在成熟起来，因为这些产品确实如此。
It's a it's a maturing market because the products Yeah.
这些本身都还很新，更别提是比特币和以太坊在背后支撑了。
Itself are so new, much less the Bitcoin, Ethereum being what's powering them.
所以很多人，尤其是整个市场，可能都想借着他的资产负债表来试探一下赛勒尔。
And so it's like, there's a lot of people, especially like the market in general, probably wants to test sailor as much as he can with that balance sheet.
这也就是他在摸索这套数字战略时的自然过程。
And so this is just the natural process of trying to figure out the this digital strategy that he's doing.
当然，这也正好能筛掉那些不想再待着的人。
And it's good to, you know, obviously shake the people out that don't wanna be there anymore.
看起来他至少对于Strategy这只股票，已经找到了能稳住局面的人。
And it seems like he's found at least for, know, strategy stock, you know, he's found his his people to keep it kind of where it's at.
就像你说的，当他卖出较大数量的比特币时，哪怕只是少量抛售，比特币都会大跌；但现在他卖出的规模大得多，市场却没什么反应。
And like you said, when he's selling larger amount, least sold the small amount of Bitcoin, Bitcoin tumbled, and now he's selling much, much larger positions and it's not moving the market.
所以我觉得这说明这些产品正在进入一个成熟的阶段。
So I think that's a good maturing phase of of these products.
对。
Yeah.
而且他也在跟我们大家一起摸索着前进。
And he's in we're all kind of figuring this out a little bit together as well.
我是说，真的不容易。
I mean, for goodness.
难道不是索拉尔吗？他好像是通过跟聊天机器人对话来创建Stretch的？
Wasn't it Sailor who was like, yeah, created Stretch by, like, talking to a chatbot?
对。
Yeah.
对。
Yeah.
LGBT。
LGBT.
但不是说它不好，它确实是个好资源，不过我们其实都还在摸索阶段，看到它慢慢成熟是件好事。
But not to say that, like, it's a good resource for sure, but, like, you know, we're all kind of figuring this out a little bit, and, it's it's good to see it mature.
我觉得这个说法非常到位。
I think that's a really excellent way to put it.
对。
Yeah.
没错，报道这个话题一直挺有意思的，因为总有新东西可以聊。
No, it's been it's been fun to cover because there's always something something to talk about.
说到这儿，接下来这个话题可能不太轻松，但我们有很多忠实的听众，虽然这是负面消息，但你们应该知道。
And on that note, not necessarily something fun to talk about, but we have a lot of loyal listeners and you know, this is negative news, but it's something that you should know.
首先，Trezor钱包用户的信息可能被泄露了，不过跟密码无关。
So just to start with, Trezor wallets have had information for people that own them might have been leaked, and it has nothing to do with passwords.
我觉得，你知道的，不存在被黑客攻击的风险之类的。
I believe, you know, there's no no risk of hacks or anything like that.
所以我们得先把这点说清楚。
So we got to put that out first.
注意，你的资金在Trezor上是安全的，但需要注意的是，大约有11000名客户似乎受到了影响，存在部分数据泄露。
Note, your funds are safe on Trezor, but something to note is that 11,000 customers seem to be been affected and there's a partial data exposure.
然后我稍微了解了一下这件事。
And so I I read a little into this.
我觉得泄露的只是姓名、地址、电话号码这些。
I think it's just names, addresses, pass phone numbers.
我们提这个并不是为了批评或贬低Trezor。
And so we we we bring this up not to really break it down or trash treasure it.
这种事难免会发生。
It happens.
目前钱包还是安全的。
The wallets are safe for now.
我相信Trezor如果有任何更新会通知我们的，但你只需要小心一点。
I'm sure Trezor will alert us if there's any update on that, but you just need to be careful.
这就像如果你在那11000个数据泄露的人里面，你可能会被钓鱼。
This is like you're going to be getting fished if you're in that 11,000 people that get your data leaked.
显然，你需要时刻警惕钓鱼链接、短信、电话、邮件等等，无论是在常规金融、加密货币还是其他任何领域。
Obviously, you need to be aware of phishing links, texts, calls, emails, the whole nine all the time in any, whether it's regular finance, crypto, anything.
这些东西到处都是。
They're all over the place.
但针对这个具体事件，我们知道很多人持有Trezor。
But for this specific program, we know a lot of people hold Trezor.
我们喜欢Trezor。
We like Trezor.
我们在播客里邀请过他们。
We've them on the podcast.
他们在安全钱包名单上。
They're on the safe wallet list.
但尤其是如果你在那次数据泄露里，一定要多留个心眼。
But especially if you were in that data leak, just be on the lookout.
如果你看到任何跟Trezor有关的电话或短信，一定要格外格外小心。
If you see anything Trezor based calls, texts, be very, very extra diligent about that.
罗恩，你还有什么要补充的吗？
Anything to add, Ron?
没有了。
No.
我向很多人推荐过Trezor。
I I've recommended Trezor Trezor to a lot of people.
我觉得最重要的是，私钥没有被偷，助记词没有被泄露，Trezor钱包本身也没有被黑。
I mean, I think the biggest takeaway is private keys weren't stolen, seed phrases weren't compromised, Trezor wallets themselves weren't hacked.
这些都没发生。
None of that happened.
问题出在第三方物流供应商那里，就像你说的，姓名、邮箱、电话号码，有些情况下还有实体地址被泄露了。
This came from a third party shipping provider where it was, like you said, names, emails, phone numbers, physical addresses in some cases were exposed.
所以这些确实是敏感信息，但这只是再次提醒我们，自我保管解决了安全问题，但操作上的隐私仍然很重要。
So it's sensitive information, but it's just another reminder that self custody solves one security problem, but operational privacy still matters.
而且，你知道，这种事情经常发生。
And, you know, it's stuff like this happens a lot.
你可能会接到更多手机电话，说你的房贷申请通过了，让你联系莎伦跟进。
Just you're gonna probably get a lot more phone calls on your cell phone saying that you were approved for like a home mortgage and call Sharon to like follow-up.
这就是我们生活的世界。
It's it's kind of the world we live in.
对。
Yeah.
对。
Yeah.
我们只是想提醒大家注意这一点，让大家知道，因为知识就是力量，尤其是在这种情况下。
Just so we just wanted to bring that to people's attention just so they're aware because again, knowledge is power, especially in these situations.
最后聊聊布莱恩那边的一些有趣的事情。
Wrapping up on some fun things in Brian's neck of the woods.
最后我们聊聊NFT和模因币的世界吧。
Let's go to the NFT meme coin world to wrap it up.
Gary V又在搞他的Gary V那一套了。
Gary V making Gary V's.
对。
Yeah.
我喜欢这个。
I love this.
我喜欢这家伙一出来就开始推销他的书和项目。
I love when this guy comes around and starts talking his his book and his projects.
他真的很会说话。
And he just he has such a way with words.
那我们来听听Gary聊聊他的NFT项目吧。
So let's listen to to Gary, talk about his NFT projects.
太喜欢了。
I love it.
我想问一下
I'm gonna ask about
你觉得现在哪三个角色最被低估？
the three characters that you think are kind of the most slept on right now.
坚韧白蚁、创意螃蟹和快乐寄居蟹。
Tenacious termite, creative crab and happy hermit crab.
不过温柔巨人们得经历一次大蜕变。
Though the gentle giants have got to go through a massive glow up.
所以，如果你是温柔巨人的收藏者，或者正考虑入手第二系列NFT，或者想在eBay上买些温柔巨人卡，我就是在给你透露点内幕消息，因为好玩嘛。
And so if you're a gentle giant collector or you're thinking about picking up a series two NFT or if you wanna buy some gentle giant cards on eBay, I'm just giving you alpha because it's fun.
我喜欢直觉蜥蜴。
I like Intuitive Iguana.
直觉蜥蜴会有出头之日的。
Intuitive Iguana is gonna have their day.
温柔巨人会迎来一次巨大的爆发。
Gentle giant is getting a massive, massive blow up.
你知道，我觉得肯定有人看到这个消息就跑去买 Gentle Giant 了，那就是我们的朋友 Joe。
You know, you know who I bet saw that and ran to go buy a gentle giant is our our friend, Joe.
我感觉 Joe 特别喜欢这个系列，他还去过 Vcon 呢。
I feel like Joe Joe loves the the the he's been to Vcon.
我想他听说 Gentle Giant 要搞个大升级，那肯定是他最感兴趣的那类人。
I think he when he heard Gentle Giant was getting a glow up, that's our guy.
不过 Joe 对 Gary Vee 有点小意见，主要是因为他那个飞鱼餐厅 NFT 的事儿。
Well, Joe Joe's a little salty at Gary Vee because of his fly fish restaurant like NFT.
他确实挺有意思的，说实话。
He always like, actually, it's interesting enough.
我在DraftKings工作的时候，跟Gary Vee合作得挺多的。
When I was at DraftKings, I worked pretty closely with Gary V.
我们开过不少会，也见过几次面。我当时还给他提了个建议，希望能搞个联名合作，不过具体能透露多少我就不好说了。
It was on, like, quite a few calls, met him quite a few times, actually gave him a recommendation, whenever we were doing it that I wanted, I wanted a collaboration between draft I even know how much I could say.
我是想促成V Friends和DraftKings之间的合作。
I wanted a collaboration between V Friends and DraftKings.
然后我说，哦，我们可以做点类似DraftKings的DJ和Donkey这样的东西。
And I get I said, oh, we could do something like, DraftKings' DJ and Donkey.
那是我角色的名字。
That was my character name.
然后他就说，哦，哦，我在电话里说，他说，我过去其实想出过这个名字。
And he was like, oh, oh, I I he was like, on the call, he's like, I actually came up with that name in the past.
然后我们都笑了，说，哦，对啊。
And we all were like laughing, like, oh, yeah.
你是在我提出来之后才想出来的。
You came up with it after I brought it up.
但他就像他在社交媒体视频里那样，在电话里和当面也是那种样子。
But, he just like just like he is, in these, like, social media clips, he's kinda just like that on calls and in person.
我对他脱帽致敬，他确实能搞定一些电话，但当Gary Vee又开始出现，NFT带着2021年的那些角色重新出现在时间线上时，这其实是那种非官方的风险偏好指标，说明事情开始回暖了。
And I I I hats off to him that he does nail some calls, but when Gary Vee starts popping up again and NFTs are moving with all these characters from 2021 starts showing up all over the timeline, it's kind of the unofficial risk appetite indicator that things are starting to come back.
而NFT也确实有点复苏的迹象。
And NFTs are kind of getting a little bit comeback.
模因币开始有点起色了。
Meme coins are picking up some steam.
链上活动也在升温。
On chain activity's picking up a steam.
所以这真的是一个很好的指标，就像我爸给我发短信说‘嘿’一样好。
So this is a really good indicator, as good of an indicator as, like, when my father texts me, hey.
现在是买比特币的时候吗？
Is it time to buy Bitcoin?
我们都应该卖掉，因为比特币正处于历史最高点。
We should all be selling because Bitcoin's at the most all time high.
但我觉得这挺有意思的。
But I I think it's interesting.
他当时被很多人批评，但你知道，老好人Gentle。
He was he was getting a lot of slack for this, but, you know, good old gentle.
我能理解你想要一张‘温柔的巨人’朋友卡。
I could see you wanting a gentle giant of you friends card.
嘿。
Hey.
我们一直对什么都持开放态度，你知道的，不排斥任何东西，但我们必须做足功课，布莱恩。
Always, always open to everything, you know, not against anything, but we'd have to do our we'd have to do our research, Brian.
我们得好好研究一下。
We have to do our research.
这是什么样的华丽变身？
What kind of glow up is this?
而且这还不是市场上唯一在升级、推出新东西的项目。
And it's not the only thing that's getting glow ups and new things on the market.
科尔，我知道你一直是科尔的忠实粉丝。
Cole, I know you've been a big follower of Cole.
他在21年创建了胖企鹅，然后把品牌卖给了卢卡·内茨，之后又把它发展到了今天的样子，打造了这个品牌，我们一直在节目里报道它，也是它的忠实粉丝。
He created Pudgy Penguins in '21 and then sold the brand to Luca Netzu then has kind of wrote it to where it is today and built up that brand, which we've always covered on the show and are big fans of.
但五年后，他要在罗宾汉平台上推出一个全新的系列。
But five years later, he's launching a brand new collection on Robinhood.
这场景有点像中世纪的风格。
Scene is like a mini a medieval vibe.
对吧，兜帽？
Right hood?
是的。
Yeah.
我是说，保罗是当初Pudgy Penguin的创始成员之一，那时候这个项目刚起步，现在他又带着新的NFT回到了Robinhood链上，而Robinhood上的那些NFT项目最近确实挺火的。
I mean, so Paul was one of the original Pudgy Penguin founders back when it was a new and now he's back with this new NFT on the Robinhood Chain, which are kind of NFT projects in Robinhood are kind of popping off.
所以当然，Cole 把那个项目重新捡起来，推出了 Sprite Hood。
So of course, Cole's dusting it off and coming out with Sprite Hood.
显然，Cole 在原来的团队里有很多历史和争议。
There's obviously a lot of history and controversy around Cole in the original team.
所以我并不是要借此为 Cole 做宣传，我们真正关心的是他这次推出的东西。
So I'm I'm not making this a Cole endorsement by any means, but what we care about is kinda what he launched here.
这是在 Robinhood Chain 上发行的 44,444 个 NFT。
It's 44,444 NFTs on the Robinhood Chain.
所以这是一个非常大的系列。
So a huge collection.
哥们，它一下子就卖光了。
Dude, it's sold out immediately.
而且价格大概在130万美元左右。
And and for right around like a cool 1,300,000.
不过，这又是一个信号，表明Robinhood Chain正在超越我们过去讨论过的代币化股票实验。
And, that's another signal though that Robinhood Chain's becoming just more than like a tokenized stock experiment that we've talked about in the past.
我们看到迷因币，看到NFT，还看到越来越多的原生加密活动出现在那里。
We're seeing meme coins, we're seeing NFTs, we're seeing, increasingly crypto native activity showing up there.
这也是我继续密切关注的原因，因为他们对散户投资者有着极强的掌控力。
And it's something I'm continuing to watch a lot closer because they have such a grasp on retail holders.
我们和社区的大部分交流都集中在Robinhood上，因为那里的关注度最高。
A lot of our calls with our community have been really around Robinhood because that's where a lot of the attention is.
所以这有点像回到Cole开始活跃并推出NFT项目的时候，风险偏好大概又回来了。
So this is kind of like back to like when Cole starts popping up and doing NFT projects, the risk appetite's probably back on.
这背后可能真有什么很酷的东西。
Now there might be something really cool behind it.
我不想，不想太深入细节。
I I don't I don't wanna get too into the weeds.
他和Cole一样很有争议，爱他的人爱死，恨他的人恨死。
He's very controversial with Cole and like him, love him or hate him.
但他靠44,000个NFT赚了整整一百万美金。
But made a cool million bucks on 44,000 NFTs.
发生这种事，别跟我说NFT已经死了。
Don't tell me NFTs are dead when that happens.
一下子就卖光了。
It's sold out like immediately.
对。
Yeah.
那波发售还不错，真不错。
Not a bad, not a bad drop there.
我们得发个NFT。
We gotta, we gotta drop an NFT.
兄弟。
Dude.
必须得做。
Gotta do that.
我得做对。
I- gotta do right.
叛逆羊驼，对吧？
Rebel llama, right?
兄弟，你发短信了——
Dude, you texted-
好，那我们开始吧。
Well, let's go ahead.
你发短信告诉我了，兄弟。
You texted me that, man.
而且说实话，我确实有一些很有创意的想法，关于这个对人们、对乐队，还有所有这些来说会很酷的地方。
And like, no joke, I have like really creative ideas of like how that would be really cool for people and the band and all of that.
就是，你可以用NFT做很多有趣的事情，把现实世界的营销和资产连起来，但是，革命羊驼啊，兄弟。
It's, it it you could do some really fun stuff with NFTs and just the connection with real world marketing and assets, but, Revolution Llama, dude.
我爱这个。
I love it.
叛逆羊驼这周末占领了橙县博览会。
The Rebel Llama took over, the Orange County Fair this weekend.
对，它成了一个小的，小的爆款。
Yeah, it was it was a mini, mini viral sensation.
真的挺好玩的。
It was quite fun.
在结束这个周五之际，直播还挺顺利的。
As we wrap up this Friday, pretty good live.
今天我们聊天区不是太活跃，但我们真的很感谢所有收看的观众。
Chat wasn't too active today, but we really appreciate everybody that tuned in.
最后再说一次。
One last call.
看看下面的内容。
Check out below.
我们现在有目前最火的币。
We've got the the number one coin known right now.
布莱斯和团队为此付出了很多努力。
Bryce and the team have worked really hard on that.
所以去看看吧，也看看我们的其他链接。
So check that out and check out our other links.
如果可以的话，给这个视频点个赞。
And if you can, give this video a thumbs up.
右下角，最后提醒一下，记得订阅。
Bottom right, one last call to subscribe.
如果你想在我们直播的时候参与进来，一定要订阅。
If you wanna be in the lives while we're doing it live, make sure you subscribe.
打开铃铛通知，这样你就能知道我们什么时候安排这些活动。
Turn on the bell notifications so you know when we're planning these.
布莱恩，非常感谢你。
Brian, thanks so much.
和你一起做节目总是很开心，也感谢所有观看和收听的朋友们。
Always fun doing it with you, and thank you to everybody watching and listening.
祝大家周末愉快，但今天就到这里吧。
I hope you have a great weekend, but that's all for now.
大家再见。
Bye bye, everybody.
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