Crypto Rundown: Technical Pattern Signals for Bitcoin and Eth Plus Top Altcoins in The News

就像是，各位，这里所有东西都受到了冲击。

It's like, well, guys, it's it's just about everything that's getting peppered here.

甚至像一些大型的、家喻户晓的日用消费品公司，股价也下跌了40%。

Even, like, large, you know, household name and staples are are down 40%.

像微软、甲骨文，还有这些其他公司都包括在内。

You have things like like Microsoft, right, and Oracle and all these other companies.

所以这不仅仅是加密货币的问题。

So it's not just crypto here.

我说的是，你知道，我们会经历这样的周期：一会儿是疯狂的牛市，一会儿又是相当艰难的熊市。

I say that, you know, we go through these these periods where, guys, we're in a a raging bull market, and then we're in these pretty tough bear markets.

但有一件事在每一个过往周期中都被证明是正确的——逢低买入。

But the one thing that is proven to be true, you can say this for every single prior cycle, the one thing that has worked is buying the dip.

所以这里会分成两类人。

And so there's gonna be two groups of people here.

一类人会选择离场。

There's gonna be the people that go out.

他们在最低点时全部抛售。

They sell it all at the very bottom.

每个周期都会发生这种情况，真是太不幸了。

And this happens every cycle, and it's so unfortunate.

但他们撑不住了，卖掉了，感到疲惫，认赔出局，然后谁知道呢，也许几个月后，有时是一两年后，比特币却创下了新高。

But they go, they sell out, they get tired, you know, they capitulate, they sell, and then who knows, you know, maybe a couple months later, sometimes it's a year or two later, but Bitcoin resolves to new all time highs.

所以，再次强调，我只能代表我个人来说，我一直都在买入。

And so, again, I can only speak for myself here personally, but I've been accumulating here.

你看到其他人也在积累，无论是道明证券、策略分析，还是汤姆·李对比特币的看法，还是这些银行和ETF发行方，都开始对资金流入持正面态度，你可以从无数个角度观察，问：大资金在做什么？

And you see everyone else accumulating, whether it's TD Cowen, whether it's, you know, strategy, whether it's Tom Lee and Bitcoin, whether it's these banks and the ETF providers that are all starting to flip positive on inflows, like, there's a million different things you can look at and saying, well, what is the big money doing?

答案是，他们在逢低买入。

And it's well, they're buying the dip.

对吧？

Right?

他们对这种情形已经习以为常了。

They're used to this.

他们经历过无数次不同的市场事件，无数个黑天鹅事件，但当他们看到长期价值时，就会抄底买入。

They have been through so many different market, like, making events, so many different black swan events, and they buy the dip when they see long term value.

而且，你知道，我们并不总是需要把它想得那么复杂。

And, you know, we don't always have to overcomplicate it.

嘿，

It's, hey.

这已经跌了很多了。

This is down a lot.

你看到大量机构在买入。

You see tons of institutional buying.

它总是能恢复过来。

It has always recovered.

我会看着这种情况说，嘿，

And I would look at that and say, hey.

你知道，这并不是什么神奇的事，我们不可能明天就回到新的历史高点。

You know, we're not it's not some magic thing where we're gonna be back at new all time highs tomorrow.

但至少如果你在这里观看这段内容，你很可能已经部分信服，至少认为长期持有比特币是有必要的。

But at least if you're here and you're watching this, you're probably somewhat convinced, in the very least, that you should have Bitcoin exposure for the long term.

而这正是我们讨论的核心。

And that's really what this is about.

所以，再次强调，我们有句话叫：有疑虑时，就拉远视角，这里其实正在发生很多积极的事情。

So, again, we have the saying, when in doubt, zoom out, and there's a lot of of good stuff that's happening here.

我认为我们开始看到买入信号的主要原因是，首先，人们开始将许多地缘政治和能源新闻纳入价格考量，并对此逐渐麻木。

I think the big reason why we're starting to get buy signals is, a, I think people are starting to price in and become somewhat numb to a lot of the geopolitical energy news, all that stuff.

过去六个月我们看到的所有负面消息——无论是私人信贷、《清晰法案》，还是能源、地缘政治、美联储等等——人们已经对这些头条新闻变得如此冷漠和麻木，他们只是说：好吧。

All the FUD that we've seen for the last six months, whether it's the private credit, whether it's the Clarity Act, whether it's energy or geopolitics or the Fed or whatever, people are becoming so callous and numb to all these different headlines, and they're like, okay.

比如，这些消息我们已经听了好几个月了，有些甚至长达六七、八九个月，人们正在逐渐淡忘它们。

Like, oh, we've heard about this now for sometimes, some of these more than that, six, seven, eight, nine months sometimes, and people are just getting over it.

他们说：行吧。

They're like, alright.

该发生的终将发生，而且你知道，人们已经把这都计入价格了。

What's gonna happen is gonna happen, and, you know, people have priced it in.

我认为现在人们正在回归，并重新与他们长期的信念保持一致。

And I think people are coming back now and realigning with what they believe in the long term.

因此，对很多人来说，那就是比特币，而我的立场也是如此。

And so I think for a lot of people, that's Bitcoin, but that's where I stand.

这是一个很好的观点，当前的熊市以独特而不同的方式呈现——你知道，标普500和纳斯达克并没有下跌20%，但像我们几个月前在节目中讨论过的那些板块，比如IGV，情况就很不一样了。

That's a great point, and it it really is a bear market in unique different ways where, you know, the S and P, the NASDAQ aren't down, you know, 20%, but man, some of those sectors, which we covered on the show months ago, we covered the IGV, right?

是的。

Yeah.

就像

Like

六个月前，IGV已经下跌了31%。

six months, the IGV's down 31%.

一些私人信贷基金，比如Blue Owl，由于对私人信贷的担忧，已经下跌了45%。

Some of those private credit funds like Blue Owl are down 45% on these private credit fears.

所以，目前存在大量的避险行为和抛售。

So there's there's a lot of, you know, risk off behavior and selling going on.

而且你知道，如果拿这个和比特币相比，这其实很正常，甚至比特币表现得更好，尤其是在战争之后。

And you know, if you compare that to bit Bitcoin, it's, you know, par for the course even performing slightly better, especially in the in the wake of the war.

对吧？

Right?

比特币和加密货币，比如以太坊，都在战争期间略有反弹，并引领了市场走势，这真的非常有趣。

Bitcoin and and Crypto, Ethereum, all that had a little bit of a bounce and kind of led the way through through the war, which was really, really interesting.

但还有更多看涨的消息要聊。

But there's more, again, bullish news to cover.

一些新产品即将上线。

There's some new products coming online.

贝莱德正在正式推出其比特币ETF，代码将是BITA，旨在为比特币持仓带来一些收益。

We got BlackRock's launching its Bitcoin ETF officially the ticker is going to be BITA looking to bring some yield for the Bitcoin, you know, holdings.

我觉得这很有趣。

And I think this is interesting.

我们之前讨论过这个，我记得是在他们宣布的时候，但现在终于提交了申请，正在经历那种金融炼金术的过程，就像Sailor试图通过卖出看涨期权、利用波动性来从比特币中获取收益一样。

We covered it a while ago, I think when they announced it, but it's finally getting filed and and going through kind of, I guess, of doing that financial alchemy in a way, right, that Sailor does trying to get some yield off the Bitcoin, selling some calls, playing the volatility.

所以，这引起你的兴趣了吗？

So is this is this interest you?

你是不是觉得，Sailor 有那么多不同的选择？

Is this are you like, you know, Sailor's got all his different options.

我不确定你有没有深入研究过这些。

I don't know if you've ever dove into them.

看来黑石也在试图玩点类似的把戏。

And then looks like BlackRock's trying to play a little bit of the cards as well.

说实话，我对这些事情不太感兴趣。

You know, truth be told, I don't get too interested in these kind of things.

你知道，我为什么投资比特币？

You know, why am I in Bitcoin?

我觉得问题最终还是回到：我最初为什么投资比特币？

I think that's what it comes back to is why am I in Bitcoin in the first place?

通常是因为，嘿。

And it's usually because, hey.

你相信这种另类资产、这项技术以及所有这些方面都有很大的上升空间。

You believe that there's good upside in this alternative asset and the technology and all these things.

比如，我投资并不是为了获得收益、股息或稳定收入。

Like, I'm not in it to get a yield or a dividend or steady income.

你知道，我参与这个是为了博取大回报。

You know, I'm in this thing to to to play big.

对吧？

Right?

我的意思是，这是一项高风险、高波动性的资产。

I mean, it it it's a risky volatile asset.

这正是我希望它具备的特性。

That's what I want it to be.

这正是它的目标。

That's the goal of it.

我并不是在这里说，哦，你知道，因为这些资产本质上是——我会做一个非常简化、夸张的版本来解释。

I'm not coming in here saying, oh, you know, because what these do is essentially I'm gonna, you know, make a very straw man dumbed down version of this.

但这些收益型ETF的意思是：嘿。

But what these income ETFs are is saying, hey.

你会以降低波动性为代价，换取稳定的收益和持续的股息。

You're gonna get reduced excuse me, reduced volatility in exchange for consistent income and consistent dividends.

这就是这些产品的工作方式。

And that's the way that these things work.

但我投资比特币，是因为我想要这种波动性。

But I'm in Bitcoin because I want the volatility.

我认为这里有巨大的上升空间。

I think there is substantial upside.

我喜欢这些巨大的波动性因素。

I think that there are all these big volatile factors that I like.

我之所以投入，是因为我非常确信。

That's why I'm in it because I'm very convinced.

而这样做是在说：嘿。

And what this is doing is saying, hey.

你可以从中获得稳定的股息、收入和收益率，但大多数情况下，波动性会降低。

You can get consistent dividends and and incomes and yields off of it, but you're gonna, most of the time, have reduced volatility.

如果你看重这一点，当然可以，只是我目前并不关注这个市场。

So if that's your thing, by all means, I'm just not looking at the market where it's at right now.

在这个市场阶段，我不希望减少潜在的上涨空间。

I don't want reduced upside at this point in the market.

我认为市场已经经历了显著的下行。

I think that the market has seen substantial downside.

我希望抓住这里所有的上行风险。

I want all of the upside risk here.

不是全部，但你知道我的意思。

Not all, but you know what I mean.

对吧？

Right?

在市场被严重低估的时候，我不想限制自己的上行潜力。

I don't wanna limit my upside risk at a time where the market is so heavily discounted.

所以，这些玩意儿其实挺不错的。

So, again, these things are cool.

它们有其存在的价值。

They have a place.

我认识一些喜欢这些东西的人。

I know people who like these.

当然，你可以去选它们。

By all means, go for them.

它们本身没什么问题。

Nothing wrong with them.

但就我个人而言，也许是因为我更偏向于交易者的心态。

Just for me personally, it maybe it's because I'm a little bit more of a trader.

对吧？

Right?

我就是这种思维模式。

I have that mindset.

但就我个人而言，我更倾向于直接持有现货比特币ETF，而不是那些收益型ETF。

But for me personally, I would rather just have spot Bitcoin ETF exposure as opposed to one of the income ETFs.

这很合理。

That's fair enough.

这是一个很好的解释。

And it's a great explanation.

但如果我无法让你对贝莱德的收益型ETF感兴趣，那我对Hyper Liquid ETF感兴趣吗？

But if the if I can't interest you in a BlackRock income yield ETF, can I interest you in a Hyper Liquid ETF?

Bitwise一直在更新Hyper Liquid ETF的信息。

Bitwise update keeps updating the Hyper Liquid ETF.

我们已经有了一个股票代码。

We've got a ticker.

看起来手续费将是67个基点，这意味着发行即将临近。

It looks like it's gonna be BHYP 67 bps of a fee, which means the launch is coming up soon.

我们在节目一开始就说Hyper Liquid今天有新动态，这很好。

We said at the top of the show Hyper Liquid was moving on some news today, so that's good.

Bitwise 正试图利用这火热的一年，通过炒作推动上涨200%。

And Bitwise, trying to capitalize on the the hot year with hype up 200%.

所以是炒作ETF，我的意思是，我想，完全透明吧。

So hype ETF, I mean, I guess, you know, full full accountability.

我们俩都有一点炒作的敞口。

We both have a little bit of exposure to hype.

你知道的，我不确定。

And, you know, I don't know.

我不会深入讨论这个ETF，但为其他人解锁了一些机会。

I'm not gonna dive into the ETF necessarily, but unlocking some opportunity for others.

我需要一个法槌，可以直接敲下去说：卖了。

I need a gavel here where I can just smash my gavel down and say sold.

是的。

Yeah.

不。

No.

我卖了。

I'm sold.

我真的看好这个，老兄。

I'm sold on this one, man.

如果你没看出来，也许你是刚来的。

If you can't tell and maybe you're newer here.

我是个超级 Hyper Liquid 粉丝。

I'm I'm a huge Hyper Liquid fan.

随着时间推移，随着他们不断表现优异、推出新功能和新提案，并不断成长，我越来越喜欢他们。

I've become a bigger and bigger fan as time has gone on as they've performed and added new features and new proposals, and they've grown.

我非常喜欢。

I'm a big fan.

我已经持有这个了。

I've already got exposure to this thing.

我完全支持推出这个的现货ETF。

I am all for the idea of in a spot ETF for this.

所以，我的意思是，现在就拿走我的钱吧。

So, I mean, take my money at this point.

我的意思是，我最喜欢做的一件事，Tevo，就是做期权交易。

I mean, heck, maybe I'll one of the things I like to do, Tevo, is I like to do options.

我和你总是在这儿聊期权的事。

Me and you are always talking about option stuff over here.

但是

But

是的

Yeah.

你知道，你可以做的其中一件事就是卖出期权。

You know, one of the things you can do is you can sell options.

所以我很想知道，嘿。

So I'd be curious to see, hey.

我们能用这个ETF做期权交易吗？

Are we gonna be able to do options with this ETF?

如果我们能，我可能会把我的实际Hyper Liquid换成这个ETF，这样我就可以对它进行期权交易。

If we are, I would potentially exchange or sell my actual Hyper Liquid for this ETF so that way I can run options against it.

这只是一个我在这里的想法。

That's just a thought that I have here.

我已经用我的一部分比特币这么做过。

I've done that with a little bit of my Bitcoin.

我还没用我的以太坊或Solana做过，但我确实用过一些比特币，这样我总能保留选择权，你知道的，比如卖出看涨期权、看跌期权或者做其他操作。

I haven't done it with, like, any of my Ethereum or Solana yet, but I have done it with some of my Bitcoin just so I always have the option, you know, if I wanna sell calls or sell puts or do whatever.

这是一个不错的工具，但我很喜欢这个。

It's a nice little tool in the toolkit, but I'm a fan of this.

我也认为这显示了市场对Hyper Liquid的关注度有多高，以及它成长了多少。

I also think it shows how much attention has been pushed towards Hyper Liquid and how much they've grown.

他们成功跻身市值前十大行列。

They've managed to break themselves in to the top 10 by market cap.

如果你还没看过他们的数据，我的意思是，光是他们增长有多快、收入有多高，就足以做成一整期节目了。

And their statistics, if you haven't looked at that, I mean, that could be its own episode with how fast they're growing and how much revenue they're making.

当然，这一切都由一个回购计划支持，他们大部分的收入——等等，是收入还是利润？

And, of course, all of this is supported by a buyback program where the vast majority of their revenue goes to or the vast majority of was it revenue or profit?

我记不清了。

I forget.

但这些资金用于回购代币，这当然有助于价格上涨。

But it goes towards buying back the token, which, of course, helps appreciate price.

我非常看好这个，也非常看好Hyper Liquid。

So big fan of this, big fan of Hyper Liquid.

是的。

Yeah.

另一个我们一直关注、做过访谈、讨论过通讯和社区，并且价格表现不错的项目是Canton Network。

And another another project that we have been a fan on and had some interviews for and talked about newsletters and communities and had some decent price action is Canton Network.

我看到他们发布了几项新公告。

And they they have a couple couple announcements that came out I saw.

摩根大通计划在2026年通过Kinexas，利用Canton Network扩展JPM Coin。

It was JPMorgan expanding JPM coin using the Canton Network via Kinexas in '26.

所以他们对那里的发展很感兴趣，正打算扩大应用。

So they like what is going on there, looking to expand it.

还有汇丰银行在国际上的布局。

And then also HSBC with some international play.

汇丰银行在亚洲、伦敦和欧洲的资产管理规模巨大。

HSBC is huge money management for in Asia, in London, in Europe.

Canton Network 获得了在这些场景中应用的认可，布伦丹。

A Canton Network getting getting a nod, a nod for some use there, Brendan.

我有在听。

I I listen.

我非常喜欢 Canton。

I like Canton a lot.

我们做过两期关于 Canton 的播客，一期是和他们团队做的，另一期是和一家主要的财库公司及支持机构做的。

We've had two different podcasts around Canton, one with the actual team, one with one of the big treasury companies and backing companies.

我对他们没有任何负面评价。

I've got nothing but good things to say about them.

Tevo，你知道我们最近做的Solana播客上线了吗？

Tevo, do know if the Solana podcast that we did recently is live?

是的。

Yeah.

它明天上线。

It's going up tomorrow.

所以如果你正在听这个，或者我想我们会在周三发布。

So if you're listening to this or well, I guess we'll put it up Wednesday.

所以无论你什么时候听到这个。

So whenever you're listening to this.

它这周就会发布。

It'll be out this week.

所以，是的，这很令人兴奋。

So, yeah, that's exciting.

我真的非常喜欢Canton。

Well, really, really like Canton.

我喜欢他们所做的事。

I like what they do.

他们在合作关系和实际运营方面都做得非常出色。

They have crushed it from a partnership perspective and actual operationals.

真的很喜欢他们。

Really like them.

我提到Solana基金会的播客，它本周就会发布，是因为在那期播客里，我提到了Canton。

The one thing I I bring up the Solana Foundation podcast, which will be coming out this week, is because on that podcast, I brought up Canton.

当时有点暗讽的意思。

There was a little bit of shade thrown.

我不知道你有没有注意到，但我们请的那位嘉宾，非常棒。

I don't know if you caught it, but the the guest that we had on, fantastic guest.

听好了。

Listen.

我也是Solana的坚定支持者。

I'm a big supporter of Solana as well.

我喜欢Solana和Canton，但他们被稍微泼了点冷水，我觉得挺有意思的。

I like Solana and Canton, but there's a little bit of shade thrown at them, which I thought was funny.

所以对于所有好奇的人，你们得去听一下。

So for all of you that are curious, you're gonna have to tune into it.

但我认为Canton的表现依然很好。

But I think Canton continues to do well.

我们这边有个问题：各位，为什么他们停止上涨了？

One of the questions that we've got over here is, guys, why have they stopped moving up?

他们之前表现得非常出色。

They were outperforming.

他们之前一路狂奔。

They were running.

这是因为当其他所有资产都在暴跌时，他们却上涨了近300%。

Well it's because they moved almost 300% to the upside while everything else was in a free fall.

当其他所有资产都处于熊市时，他们却实现了接近300%的涨幅。

While everything else was in a bear market, they had a near 300% move to the upside.

他们最近进入了一个小幅盘整和冷却期。

What they've done recently is they've gone into a little bit of a consolidation and cool off period.

天啊，要是3300%的涨幅之后出现这种情况，那可真是够呛，但这个项目我也很喜欢。

Mean, god forbid that happens after a 3300% move, but this is another project that I like.

我们在加密货币中看到的现象是，新项目不断涌现。

One of the things that we see in crypto is that new projects come out.

它们只是比旧项目更优秀，从而抢走了对方的市场份额。

They're simply just better than old ones, and they steal their market share.

它们抢走了对方的市值，并取而代之。

They steal their market cap, and they just take their place.

而一些旧项目则逐渐被这些新项目所取代。

And you have some of these older projects bleed into the newer ones.

我认为你正在看到的正是Hyper Liquid的情况。

I think that's what you're seeing with Hyper Liquid.

看看那些老牌的永续合约交易所。

Look at a lot of those old perpetuals exchanges.

你有GMX，还有成千上万其他项目。

You have GMX, and there's a million other ones out there.

它们正在失去市场份额，正在被Hyper Liquid夺走市值。

They're losing market share, they're losing market cap to Hyper Liquid.

看看那些旧的代币化和RWA项目，以及各种基础设施项目。

Look at a lot of the old tokenization and RWA plays and different infrastructure plays.

它们的市值大部分正在被Canton夺走。

They're losing market cap to Canton for the most part.

我认为每个人都需要明白的一点是，每个加密周期都会发生变化。

And that's something I think everyone needs to understand is that, guys, things change every crypto cycle.

上个周期很火的东西，并不意味着这个周期也必须火。

Just because something was big last cycle does not mean it has to be big this cycle.

不是每枚代币都会创下新高。

Not every coin's going to hit new all time highs.

事实上，很多时候，这些新项目才是那些大幅上涨的主角。

In fact, a lot of the times, these new projects are the ones that go on the big runs.

而下一个周期可能会是完全不同的东西。

And then the next cycle could be something entirely different.

所以，这就是我们做这个节目的初衷——我们希望你们都能接触到这些信息，因为这些东西正在不断变化。

So, you know, that's why we do this show in the first place is because we want you all to have access to this information and be privy to it because this stuff is changing.

现在发生的事情太多了。

There's a lot that is going on.

说到新项目，我们很喜欢在这些项目早期就进行报道，但我觉得在这个周期里，Canton 是大家需要重点关注的项目之一。

And when it comes to new projects, like, we love to be able to cover these things early and as they're going on, but I think Canton is one of the ones that people need to watch out for this cycle.

Canton、Hyper Liquid，还有其他几个名字。

Canton, Hyper Liquid, handful of other names.

它们似乎正成为人们集中关注的焦点。

They seem to be where people are really, you know, pushing a lot of attention towards.

而且它们还用实实在在的进展来支持这些关注。

And and they're backing it up with, like, actual, like, actual happenings.

精彩的分析，Canton Network。

Great breakdown, Canton Network.

而且我很喜欢布伦丹为即将播出的节目做的预告，一定要去观看，真的很棒。

And and I love the teaser, Brendan, for the for the show that's coming out to tune in there to go find It's a good one.

去那里找找彩蛋吧。

Go find the Easter egg there.

我喜欢这个。

I like that.

接下来，我们来聊聊一些八卦。

Moving on, we got some drama.

我的意思是，这个周末可是刀光剑影啊。

I mean, this is this was knives out over the weekend here.

World Liberty Fi，也就是特朗普家族的加密货币交易所。

World Liberty Fi, which of course is the Trump family's crypto exchange.

还有贾斯汀·孙，长期以来的支持者，大量持有特朗普币和World Liberty Fi稳定币。

And Justin Sun, longtime supporter, a big time meme coin holder of Trump coin and doing a ton of holding of like the World Liberty Fi coin, stable coin.

而且那里发生了一件大事，似乎有人在指控World Liberty Fi的行为。

And there was a huge, I guess, act there's kind of some accusations going on of what World Liberty Fi is doing.

你知道Justin Sun为什么这么生气，还点名批评World Liberty Fi的具体原因吗？

Do do you know the the specifics of this of why Justin Sun is so mad and calling out World Liberty Fi?

我记不清了。

So I forget.

我查过这件事。

I looked into this.

这件事已经持续一段时间了。

This has been going on for a little while.

我想至少有几个月了吧。

Like, I I wanna say at least a couple of months.

我要是猜的话，我觉得背景是Justin Sun是World Liberty Financial的早期投资者之一。

If I I'm gonna wing this here, but I believe the backstory is that Justin Sun was one of the initial early investors into World Liberty Financial.

有报道称他做了些损害项目利益的不光彩行为，比如操纵价格、大量抛售。

There was reports that he had been doing shady things that were against the project's best interest, that he was trying to manipulate price, selling off large amounts.

他基本上就是在做对项目不利的事情。

He was basically just doing things that were not great for the project.

于是团队说，嘿。

And so the team said, hey.

我们看到你在做什么。

We see what you're doing.

我们不赞成这种行为。

We don't approve of this.

我们要把你赶走。

We're giving you the boot.

他们基本上是把他赶出去，并与他断绝关系。

And they basically are are giving him the boot out and cutting ties with him.

他说这一切都是假的，他们只是想把他赶走，这些事情都不是真的。

He's saying it's it's all, like, fake and that they just wanted to get him out and that none of this stuff is true.

不管怎样，他们曾经是朋友。

Anyway, they were friends.

他们曾经是合作伙伴，现在却成了敌人。

They were, you know, partners, and now they're enemies.

贾斯汀声称，他们说他损害了项目，试图破坏他，或者贾斯汀和他的团队试图破坏或伤害他们之类的。

And Justin's claiming you know, they're claiming that he hurt the project and that they were trying to undermine or that Justin Sun and his people were trying to undermine them or hurt them or whatever.

他声称事实并非如此，他们只是想把他赶出去，剥夺他的股份，

And he's claiming that it's just not the case and that they just wanted to kick him out and kick out his shares and

那么，他们冻结了他的代币。

Well, then they froze they froze his tokens.

对吧？

Right?

我觉得

I think

我看到的情况是，他们一开始说没有黑名单，然后突然加了黑名单，接着冻结了他的代币。

this is what I saw is like they said they they and there was there was no blacklist and then they added a blacklist and then froze his tokens.

是的。

Yeah.

所以他感到被背叛了。

So he feels betrayed.

据说他损失了大约一千万到七千万。

He's lost somewhere around, they say between 11 to 70,000,000.

所以当他被冻结时，其他人开始抛售了吗？

So does that mean when he was frozen, did other people start liquidating?

这就是发生的情况吗？

Is that what kind of happened?

有一点。

A little bit.

这更像是声誉受损，但同时也像是，想象一下，他投入了这么多钱来获取这些代币，而现在他们却说不行。

It's well, it's like reputational damage, but then it's also just like, if all the I mean, imagine he put all this money in to get those tokens, and now they're just being like, no.

这基本上就是事情发生的经过。

That's basically, like, the way it happened.

现在，他们又说这是有道理的。

Now, again, they're saying it's warranted.

对吧？

Right?

是的。

Right.

他们说他基本上是在试图破坏这个项目和协议。

They're saying he's basically trying to undermine the project and the protocol.

所以他是在攻击这些项目。

So he's, like, attacking the projects.

项目方说：嘿。

The project's saying, hey.

我们这么做是为了自保。

We're doing this in self preservation.

他说这没有根据。

He's saying it's not warranted.

他们说这是有根据的。

They're saying it is warranted.

现在谁知道呢？

Now who knows?

对吧？

Right?

我真的不太清楚这里的情况。

I I I don't really know here.

我要说，孙宇晨的声誉并不好。

I will say Justin Sun does not have the best reputation.

说实话，他确实声誉不佳。

You know, truth be told, he just does not.

所以这很难办。

So it's hard.

对吧？

Right?

很难判断该相信谁，但我不确定。

It's it's hard to see who you should believe here, but I don't know.

我的意思是，我们终究得弄清楚。

I I mean, we're gonna have to find out.

这事儿基本上得上法庭了，因为我实在看不出还有别的办法能解决，但这两人之间一直有冲突和紧张关系。

I this has to basically go to court or something because I I don't really see it getting resolved any other way, but there's been constant feud and tension between these two.

而且

And

那是他们最后发的推文。

that's what they last tweeted.

现在还有人相信孙宇晨吗？

Does anyone still believe Justin Sun?

我觉得他们最后发的是：‘法庭上见吧，伙计。’

I think it said see in court, pal.

上次那条推文，当时整个时间线都在疯传。

The last tweet from something, did the timeline was eating this up.

好像是说特朗普那边变了，他们之前都是创始人、董事会成员之类的，全在World Liberty Fi上，现在却只成了顾问之类的角色。

It was something like they the Trump's changed, they were all like, you know, founders and you know, board of directors, all that stuff on the World Liberty Fi, and now they're just like consultants or something.

他们在官网上改了头衔。

They changed their titles on the site.

我和本来说好周五聊这个，因为之前有风声，结果周末突然爆发了。

Don't and I were gonna talk about on Friday, the because there's the rumblings of it and then it blew up over the weekend.

所以我想多了解一些关于这件事的信息。

So kind of want to get some more information on it.

很难看清楚。

It's hard to see.

感觉现在每个人都只是在互相指责。

It feels like everybody's just kind of like pointing fingers right now.

是的。

Yeah.

所以我在节目开头提到过，随着中期选举临近，我们感觉加密社区在选举前得到了这个政府的大量支持，初期也确实做了一些事情，比如设立了加密事务总统特使和大卫·萨克斯。

So it's something to watch, but I mentioned at the start of the show of with midterms coming up, it's kind of like we feel like the crypto community with this administration had a lot of support going in to the vote and then a lot of support at the beginning with, you know, doing some things and the AI Crypto Czar and David Sachs.

但感觉现在承诺很多，不管你是想谈价格走势，还是我们还在等《清晰法案》的出台。

And it feels like it's kind of, you know, there's been a lot of promises and you know, whether you want to talk about price action, we're still waiting on the clarity act.

实际的成果却不多。

There hasn't been a lot of deliveries.

所以进入秋季，我觉得正如我之前所说，观察这一届政府如何与加密社区互动将非常有趣。

And so kind of going into the fall, I think it's like kind of what I've been saying has been really interesting to see how this administration is going to interact with the crypto community going into the fall.

显然，清晰法案是目前最重大的议题，但特朗普想再举办一次模因币活动，而类似的事情也在不断浮现——你知道，我们还不确定局势会如何发展，但无论如何，这看起来都不太好。

Obviously the clarity acts kind of the biggest thing on the table right now, but Trump wants to host another like meme coin event and then stuff like this is bubbling up where, you know, we don't necessarily know where the chips are going to fall, but I don't think it's a really good look, you know, either way.

所以我觉得，进入秋季后，跟踪这条线索会很有趣，这正是我关注的重点。

So it's kind of interesting to follow that storyline, I think is what I'm interested going into the fall of.

政府会如何对待加密社区，以及类似的事情呢？

How's the crypto community gonna be treated by the administration and stuff of that nature?

是的。

Yeah.

我认为这才是关键问题。

I think that's the big question.

对吧？

Right?

中期选举就要来了。

Is midterms are coming up.

在将加密货币推向更好状态方面，已经取得了许多进展。

A lot of good progress has happened towards getting crypto into a better spot.

对吧？

Right?

他们没有被没完没了地起诉。

They're not getting sued out the wazoo.

他们也没有被加里·根斯勒和证券交易委员会追着跑。

They're not getting tracked down by Gary Gensler and the SEC.

已经出台了《天才法案》。

There has been the Genius Act.

发生了很多积极的事情。

There's been a lot of positive stuff that's happened.

尽管如此，人们还是在关注价格，而且并不满意。

Regardless of that, people are looking at prices, and they're not happy.

所以，无论从基本面来看，有多少采用、监管和积极进展，人们依然盯着价格，说：‘我的钱包受伤了，我的账户受伤了。’

So regardless of how much adoption and regulation and positive stuff has happened from like a fundamental standpoint, people are still looking at prices and say hey my my wallet's hurting, my account's hurting.

我认为这会给这种情况带来压力。

And I think that that will put pressure on this.

人们会说，嘿。

And people are gonna say, hey.

你可以说你做了这么多，但这个行业依然处境艰难，自从这一切开始以来，我的总资产已经下降了。

You can say that you've done all this, but, like, the the industry still is hurting here, and and my total balance has gone down since all this began.

我认为这最终将成为关键。

And I think that's what it's gonna come down to.

那这意味着什么？

So what does that mean?

我认为对于投资者来说，这意味着在《清晰法案》通过方面可能会面临压力，因为这似乎是阻碍大量流动性释放的主要障碍。

Well, I think for investors, that means that there's probably pressure on the Clarity Act to get passed because it seems like that's the big barrier that is holding back so much liquidity.

你已经看到斯科特·宾塞特站出来，他基本上在施加压力推动此事。

And you've seen Scott Bissent come out, and he's basically trying to put pressure on it.

你看到币安和布莱恩·阿姆斯特朗也站出来，试图施加压力推动此事。

You have Coinbase and Brian Armstrong coming out trying to put pressure on this.

来自传统金融、政府、去中心化金融等各个领域的人士都在参与。

You have people from all, you know, traditional finance, the government, decentralized finance, everywhere.

大家都在施加压力，说：嘿，各位。

Everyone's trying to put pressure on this and say, hey, guys.

够了，别再这样了。

Enough's enough.

我们必须通过这项法案。

We need to get this thing passed.

我理解其他事情也冒出来了。

I understand that other things have come up.

对吧？

Right?

我的意思是，战争和其他各种事情都发生了。

I mean, there's been war and and all these other things.

现在事情太多了。

There's a lot going on.

但他们说，嘿。

But they're saying, hey.

这已经拖了很久了，这件事必须尽快通过，因为加密货币正在受损。

Like, this it's it's been a long time, and this needs to to get passed soon because crypto's hurting.

而且人们非常期待这能成为转折点，推动局面好转，因为我认为首先，它确实是一个转折点，因为它能为加密货币带来大量新流动性。

And people are really banking on this being a turnaround catalyst and showing that I because I think number one, it it is a turnaround catalyst in the sense that it enables a lot of new liquidity to come into crypto.

但其次，它表明加密货币再次成为优先事项。

But number two, it shows that crypto is a priority again.

我认为人们最沮丧的是感觉，嘿。

I think that's what people are the most frustrated about is feeling like, hey.

这甚至都不像加密货币是优先事项，因为这件事一再被推迟，一会儿说好，一会儿说坏，银行受青睐，然后加密货币受青睐。

This it doesn't even feel like crypto is a priority because this thing keeps getting pushed and pushed and pushed, and then it's good, and then it's bad, and then the banks are favored, and then crypto's favored.

然后我们还会收到Coinbase法务团队之类的人发来的通知，说，嘿。

And then we get these notices from, like, Coinbase's law team or whoever it was saying, like, hey.

这件事将在48小时内通过，但结果却没发生，人们又再次无奈地摊手表示沮丧。

This thing's gonna be passed in forty eight hours, and then it doesn't happen, and people, like, throw up their arms again in frustration.

我只是觉得，我们正处在一个临界点，无论发生什么花招，人们都只想看到加密货币受到关注，有人在认真对待它。

And I just think we're reaching the point where it's like, you know, regardless of whatever kind of antics are happening, people just wanna see that crypto is in focus and that there's attention being pay like, paid to it.

我认为，证明加密货币再次成为优先事项的最好方式就是通过《清晰法案》，因为这一直是瓶颈。

And I think the best way to show that that it's back to being a priority is passing the Clarity Act because that has been the bottleneck.

没什么要补充的。

Nothing to add.

说得很到位，这也是我们讨论过并希望持续关注的问题。

Great points and something that we've talked about and want to keep track of.

我觉得这是进入夏季，然后显然是秋季的一个绝佳故事线。

I think it's a great storyline heading into the summer and then obviously the fall.

这里还有一个最后的话题，更像是一个提醒。

One final topic here, just kind of more of an alert.

发生了一起Ledger诈骗事件。

There was a ledger scam.

apparently，假冒的Ledger应用上了苹果应用商店，不幸的是，一位名叫加勒特·达德森的美国音乐家下载后损失了近50万美元。

Apparently the fake ledger app got onto the Apple store and sadly somebody seems like an American musician named Garrett Dudson lost about almost 500 ks downloaded.

看起来像是官方应用，获取了助记词，然后就被清空了。Zach XBT 似乎已经介入调查，但我在想，这应用是怎么通过苹果的审核机制，冒充 Ledger 的呢？

What looked like was the official app and to the seed phrase and then, you know, got drained after that Traced looks like Zach XBT is on the case, but wondering, yeah, how may how did that make through Apple's gatekeeping of like, you know, trying to pose as as ledger?

苹果方面没有回应，但显然要警惕这种情况，一如既往地保持警惕。

No comment from Apple, but obviously watch out for this and as always stay stay vigilant out there.

这真是个令人难过的故事，但正如我们一直强调的，这是一个很好的提醒：你必须反复核对、交叉验证所有信息。

Sad story, but just, you know, something we wanna bring up just as always a good reminder is, you know, you gotta double check and cross check all that.

保持警惕。

And stay vigilant.

天啊。

Jeez.

是的。

Yeah.

我觉得这件事最终还是得回到苹果身上。

That feels like it's gotta come back to Apple at some point.

或者，谁知道呢？

Or it I mean, who knows?

也许自从这个应用上架苹果应用商店后，他们就掌握了创建者的信息或位置，或者能够引导执法部门找到正确方向。

Maybe they had since the app was published on the Apple App Store, maybe they have the data of the people who created it or the location, or they can port point the authorities in the right direction.

像这样的应用竟然能通过苹果这样的大公司，感觉有点疏忽了。

It does feel a little bit careless for something like that to get past a company the size of Apple.

我猜公司内部肯定有人要为此事承担责任，本周他的上级肯定会质问他：你怎么会让这种事发生？

I'd imagine that there's someone over within the company that's gonna have a day of reckoning here today in this week of his higher ups being like, how did you let this happen?

是的。

Yeah.

尤其是冒充一家真实公司——假应用本身已经够糟了，但冒充特定公司就更过分了，苹果显然在这里负有部分责任。

Especially like pretending to be an actual company, like a fake app one thing, but a fake app pretending to be a specific company feels like, yeah, it feels like Apple owns some of the blame here for sure.

所以大家一定要小心。

So stay careful out there.

在结束之前，布伦丹，你还有什么最后的想法吗？

Any final thoughts, Brendan, before we wrap up?

嗯，没什么最后的想法。

You know, no final thoughts.

我只是在看看这边的市场和正在发生的事情。

I'm just kinda looking over here at the markets and what's happening.

伙计们，我只是说要做好准备。

Guys, I just say buckle up.

我的意思是，看起来市场将会很动荡。

I mean, it looks like it's gonna be volatile.

我回到我最初的观点。

I'll go back to my original point.

我认为，从长期来看，很难不对加密货币市场持乐观态度。

I think it is hard to not be long term bullish on the crypto market here.

假设局势继续缓和，假设我们看到这种缓和并回归正常，且没有出现任何意外事件，我认为我们目前处于一个不错的位置。

Assuming that things continue to continue to deescalate, assuming that we see this deescalation and things moving back to normal and there's no, like, unforeseen events, I think we are in a good spot.

这并不意味着我们不会遇到下跌的日子。

Doesn't mean we're not gonna have down days.

这并不意味着价格不会下跌。

Doesn't mean we can't move down.

但我认为，只要局势持续缓和并朝着积极方向发展，加密货币将会从中受益。

But I think overall, so so long as things continue to wind down and move in a positive direction, I see crypto benefiting here.

你可以看到它已经按捺不住了。

You can see that it is itching.

按捺不住。

Itching.

它迫切想要突破，渴望迎来上涨的日子。

Absolutely wants to break out, wants to have these up days.

在有正面催化剂的日子里，你会看到它大幅上涨。

On the days where there is positive catalyst, you see it soaring to the upside.

感觉加密货币市场就像被压缩的弹簧，只等这一切结束，回归正常。

It feels as if the crypto market is coiled up, and it's just begging for all of this to be over and return back to normal.

我认为加密货币还有很大的上涨空间来追赶。

And I think crypto has plenty of room to the upside to play catch up.

因为我觉得我们现在所处的位置，已经走过了那十个催化剂和清算点。

Because I think what we are now is is we're at a place where we're past those ten ten catalysts, these liquidation points.

我们现在已经看不到这些了。

We're not really seeing those anymore.

我们看不到大规模的清算事件和抛售，我认为我们也不再感受到十十清算事件的影响。

We're not seeing these big liquidation events and sell offs, and I don't think we're feeling the events of the ten ten liquidation event.

我认为我们不再受此影响了。

I don't think we're we're really being affected by that anymore.

我觉得加密货币现在就像被压缩的弹簧，可能会迎来一波空头挤压，liquidation订单很快就会针对这些空头出现。

I think crypto right now is just coiled, probably gonna see a short squeeze, And it's only a matter of time until the liquidation orders begin for those shorts.

一旦这些订单开始，我认为空头可能会被严重打击，因为市场上有太多空头已经对每次上涨都变得过于舒适地做空了。

And then once they begin, I think shorts can get really wrecked because there's way too many bears out there that have become just become too comfortable in shorting every single rip.

我们已经看到多头被清算时会发生什么，但另一面是，最终轮到空头和卖家了。

And, we've seen what happens when the longs get liquidated, but the other side of that is eventually it's gonna be the bear's turn and the seller's turns.

我认为，那一天的到来可能会带来不错的行情。

And, and I think that day of reckoning could be good here.

所以，系好安全带吧。

So buckle your seat belts.

我觉得市场会震荡且波动剧烈。

I think it's gonna be choppy and volatile.

但总体而言，从长期来看，我真的很喜欢目前看到的走势。

But overall, again, long term picture, I really do like what I'm seeing so far.

我知道我自己一直在低位买入。

And I know I've been buying I've been buying some down in here.

在六十到七十出头的区间，我从长期角度看还是相当安心的。

Anywhere in the sixties and and low seventies has been an area where I'm, again, pretty comfortable for the long term.

完全同意。

Totally agree.

过去几个月我也自己积累了一些长期仓位。

Gotten some long term exposure myself, you know, over over the last couple months.

感谢你加入我们的讨论，布伦丹。

But thank you for joining us, Brendan.

感谢所有在线的朋友们。

Thank you to everybody in the live.

再次提醒，离开前请点个赞。

Again, if you could just give it a thumbs up before you head out.

这对我们右下角的帮助真的很大。

It really helps us in the bottom right.

如果是新朋友，请订阅。

Hit subscribe if you're new.

如果你想查看更多Brendan的实时交易内容，请查看下方链接，获取他微牛市的访问权限。

And then if you want more of Brendan in that live trading, check the link below for some access to his micro bull run.

你将每周两次获得实时交易课程，并能与他互动、提问，所有这些都包含在内。

You get the live trading course twice a week, and you can interact with him, ask questions, all that stuff.

本周我们还会带来更多节目。

We'll be back with some more episodes this week.

我们即将发布沙龙访谈，还会尝试在本周后期再做一次复盘。

We got the salon interview coming out, and we'll try to get another rundown in on the back end of the week.

非常感谢大家的参与，祝大家周一愉快，本周大获成功。

We really thank everybody for joining, and hope you have a great Monday and a killer week.

我们待会儿再聊。

We'll talk to you later.

再见。

Bye bye.