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别再等别人允许你才开始创业了。
Stop waiting for permission to start your business.
你的想法离实现只差一步,而Shopify能帮你轻松搞定。
Your idea is one step away, and Shopify can make it easy to make it happen.
我们在Crypto101就是这么做的,用Shopify卖我们的书,之后的事情就顺理成章了。
That's what we did at Crypto101 and use Shopify to sell our book, the rest is history.
我喜欢Shopify的一点是,它把创业中最吓人的部分给解决了。
The thing I like about Shopify is it takes the scary part out of starting.
你不需要自己在那儿琢磨网站、支付、结账、库存这些琐碎的事情,这些往往在还没开始前就把人吓退了。
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.
说到建网店,最大的问题就是麻烦。
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,然后能顺利下单,不会卡住。
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的厉害之处。
That's where Shopify is huge.
Shopify的结账流程就是为了让更多顾客完成购买,而且他们再次光临时,信息已经保存好了。
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.
最棒的是,Shopify支持全球数百万家企业,从你熟悉的大品牌,比如美泰和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.
所以无论你是想打造下一个大品牌,还是推出你的第一款产品,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.
这部分搞定后,你就可以专注于真正的工作:打造品牌、吸引关注、把顾客带到你的店铺,让生意成长起来。
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障碍,所以去实现它吧。
With Shopify, nothing stands between your idea and a real business, so go make it one.
今天就去shopify.com/crypto10one开始你的免费试用吧。
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.
你知道当你努力
You know when you're trying
去做所有正确的事情,吃得更好、锻炼、睡觉、吃补品,但你仍然想知道,这些到底有没有用?
to do all the right things, eating better, working out, getting sleep, taking supplements, but you still wonder, is any of this actually working?
因为感觉身体在做正确的事情是一回事,真正获得身体内部发生的数据又是另一回事。
Because one thing to feel like your body's doing the right stuff, it's another thing to actually get data on what's happening inside your body.
这就是我喜欢TruDiagnostic的TruAge测试的原因。
That's why I like the TruAge test from TruDiagnostic.
TruAge利用表观遗传学,基本上就是看DNA上的微小化学标签,这些标签会根据睡眠、压力、饮食、锻炼和环境等因素而变化。
TruAge uses epigenetics, which is basically looking at tiny chemical tags on your DNA that can change based on things like sleep, stress, diet, exercise, and your environment.
TruAge读取这些标签来估算你的身体衰老情况。
TruAge reads those tags to estimate how your body is aging.
而且酷的是,这不仅仅是网上随便一个生物年龄测试。
And what's cool is this isn't just a random biological age quiz online.
和很多生物年龄测试不同,TruAge的方法发表在同行评审的科学期刊上,而且是由哈佛、耶鲁甚至杜克大学的研究人员共同开发的。
Unlike many biological age tests, TruAge's methods are published in peer reviewed scientific journals and were developed with researchers at Harvard, Yale, and even Duke.
这个测试会显示你的生物年龄、你衰老的速度,以及你身体不同部位比如心脏、大脑和肝脏可能的老化情况。
Test The shows your biological age, how quickly you're aging, and how different areas of your body like your heart, brain, and liver may be aging.
你还会得到针对营养、运动、睡眠、补充剂和生活方式的个性化建议。
You also get personalized recommendations around nutrition, exercise, sleep, supplements, and lifestyle.
而且整个过程很简单。
And the process is simple.
就是在家用指尖采血。
It's an at home finger prick.
你把它装进预付邮资的套件里寄回去,大约三到四周后就能在网上收到你的个性化报告。
You send it back in a prepaid kit and you get your personalized report online in about three to four weeks.
所以,如果你认真对待长寿,或者只是好奇你的身体老化速度是比实际年龄快还是慢,这是最简单的了解方式之一。
So if you're serious about longevity or even just curious whether your body is aging faster or slower than your actual age, this is one of the easiest ways to find out.
现在就去 truediagnostic.com,使用优惠码 crypto one zero one,整单享受八折优惠。
Right now, go to truediagnostic.com and use code crypto one zero one for 20% off your entire order.
网址是 truediagnostic.com,使用优惠码 crypto one zero one 可以享受八折优惠。
That's truediagnostic.com and use code crypto one zero one for 20% off.
好了,各位。
Alright, everybody.
欢迎回到 Crypto One Down。
Welcome back to the Crypto One Down.
祝大家周二愉快。
Happy Tuesday to everybody.
今天市场有些下跌。
We have some red in the market.
亚洲市场出现了大规模抛售,几乎蒸发了六千亿美元,而且这种抛售正在蔓延到美国,特别是对加密货币造成了冲击。我看到 Tom Lee 在上节目之前发了一条推文,说韩国人对加密货币的敞口很大,我们也看到了很多血……
We have some overseas bloodbath in the Asian markets, almost $600,000,000,000 wiped out from Asian markets, and we're seeing that sell off reach The States specifically attacking crypto here as I saw a tweet just from Tom Lee before he hopped on saying, you know, obviously the Koreans have a lot of exposure to crypto and we've seen we've seen a lot of blood from...
韩国人交易与 AI 相关的杠杆 ETF 造成了大量亏损。
Bloodbath from Koreans trading the the leveraged ETFs around the AI trade.
我们已经讨论过这个了。
We covered that.
他们不得不通过一项法律,布伦丹,禁止这些三倍、四倍杠杆的ETF,因为人们被清仓了,而且这是这个国家有史以来最大的追加保证金通知之一。
And they they had to enact a law, Brendan, banning these, you know, three, four x leveraged ETFs because people were getting wiped out and it was some of the biggest margin calls the country's ever seen.
所以,看起来亚洲市场又是血腥的一天,而且这种跌势蔓延到了加密货币。
So another another bloody day, it seems, in the Asian markets leaking over to crypto.
给我们
Give us
一个关于这个的热点评论。
a hot take on this.
欢迎回到节目,然后
Welcome back to the show and then
我知道你会调出图表,给我们一些技术分析。
I know you're gonna pull up the charts and give us some technical analysis.
告诉我们比特币、以太坊和加密货币接下来会走向何方。
Let us know where Bitcoin and Ethereum and Crypto is heading next.
下一步怎么走?
What's the next move?
欢迎回到节目,布伦丹。
But welcome back to the show, Brendan.
很高兴回来。
Good to be back.
很高兴见到大家。
Good to see all of you.
各位观众,欢迎在这个炎热的周二早晨收听我们的节目。
Everyone out there, we're glad to have you on this toasty Tuesday morning.
我可以说很热。
I can say toasty.
我知道全国其他地方开始变冷了,但我和特沃在佛罗里达。
I know it's starting to get cold around the country, but Tevo and I are in Florida.
所以这里……
So it's...
我跟你说,兄弟。
I'll tell you what, man.
这里还是有点太热了。
It's still a little too toasty here.
但是加密货币市场,Tevo,你说得对,正在受到一些连锁反应的影响。
But, you know, the crypto market, Tevo, you're right, getting some of the ripple effects from this.
我看到很多人问,也在说,伙计们,加密货币看起来不错。
I saw a lot of people asking and saying, guys, crypto is looking good.
它看起来确实很火热。
It was looking hot.
比特币和其他很多加密货币都在向那些高点逼近。
We are squeezing up into those highs on Bitcoin and a lot of other cryptos as well.
然后突然之间,感觉好像脚下的地板被抽走了。
And then all of a sudden, it felt like the the floor was kind of ripped out from underneath us.
而这,就是其中一个重要的催化剂。
And this was, like, one of the big catalysts.
你开始看到的是,亚洲市场真的开始出现大规模清算,看到一些巨大的下跌走势。
What you started to see was the Asian markets really start to to get mass liquidations, see some huge downside moves.
你看到了一些恐慌情绪开始出现。
You saw some fear coming in.
而且随之而来的是,亚洲股市蒸发了6000亿美元。
And with that, I mean, you have it right here, $600,000,000,000 wiped out from the Asian stock market.
那边的韩国综合指数是重灾区。
And, you know, the the KOSPI over there is the big one.
韩国交易所下跌了7%,在一天左右的时间里出现这样的跌幅,真是相当吓人。
The South Korean exchange, 7% to the downside is a pretty gnarly move to have over the course of about a day or so.
你可以看到台湾和其他周边市场下跌了1.5%、2.5%、1%。
You can see Taiwan and the other ones around there, you know, down one and a half, two and a half, 1%.
大量价值正在被抽走,而且很明显他们对加密货币投入很大。
It's a lot of value that's being drained and obviously they're big into crypto.
当你整体看亚洲市场时,如果那里出现大规模抛售,他们重仓科技股,这些连锁反应会波及风险资产池,而加密货币作为风险资产池的顶端,肯定会受到类似事件的影响。
And when you're looking at the Asian markets as a whole, right, if you're seeing huge sell offs there, they're heavy in the tech and those ripple effects kind of work their way through the risk asset pool and crypto sitting at the top of that risk on asset pool is gonna be a little bit affected by something like this.
好消息是,加密货币本身并没有根本性问题。
The good news is that nothing is fundamentally wrong with crypto.
没有发生什么巨大的黑客攻击。
There's no gigantic hack that just happened.
没有什么重大的诉讼。
There's no huge lawsuit.
没有加密货币被禁止。
There's no cryptocurrency being banned.
代币化也没有走到尽头。
There's not the end of tokenization.
事实上,正如我们稍后会聊到的,它正在以非常非常快的速度加速发展。
In fact, as we'll talk about here in just a little bit, it's accelerating at a really, really rapid rate.
我们有很多关于代币化的话题要聊。
We have a lot of tokenization based stuff to talk about.
但加密货币市场看起来比以往任何时候都更强劲,你现在看到的只是由于其他领域的恐慌而导致的抛售,我认为这提供了一个非常好的买入机会。
But the crypto market here is seemingly stronger than ever, and what you're getting is just a sell off because of fear from other sectors, which I think has presented a really good buying opportunity.
我知道我又在看这个了。
I know I've been looking at this again.
我是个交易员,所以我喜欢两边都玩,但我要告诉你,我觉得我们这里所有人都同意的一点是,不管短期发生什么,我们对加密市场的长期未来都非常看好。
You know, I'm a trader, so I like to play this both ways, but I'll tell you what, the one thing that I think all of us agree on over here is that we're very bullish on the long term future of the crypto market regardless of what happens in the short term.
但是,是的,那个恐惧和贪婪指数,Tevo。
But yeah, there's that fear and greed index, Tevo.
回到了中性区域。
Coming back into neutral territory.
终于回到中性了,我觉得今天这个走势,它会更接近50,甚至可能到49。
Finally in neutral and I think with this move today, it's going to even creep closer to that 50, maybe even hit 49 if you will.
然后我拉了另一个我们喜欢看的指标,还在贪婪区,但我觉得今天之后它会降到中性。
And then I pulled the other one that we like to look at the alternative still in greed, but I think after today that's going to tick down into neutral.
所以,这又是一个好时机,好好审视一下你的策略,审视一下你接受的教育,你得到的研究。
So again, a good space to again, take a full look at your strategy, a full look, you know, at the education you're getting, the research you're getting.
而且,我觉得我们一直在强调这一点,如果你没看到你想要的价格走势就退出,那你就错过了那些从冬末、春天到夏天一直跟着我们的人所抓住的机会。
And and again, I think we kind of hammered this home as, you know, if you're not seeing the price action you want and you tune out, well, that's where you're missing the opportunities of all the people that, you know, were sticking with us through the, you know, the late winter, spring, and summer.
然后我们看到了八月和九月的那波火箭式上涨,那是因为你付出了努力。
And then we saw that rocket of a move up into August and September, you know, that's because you put in the work.
所以现在别离开我们。
So don't leave us now.
如果你想知道这次回调中我们觉得机会可能在哪里,我们确实有一些来自Brendan、Bryce以及团队其他人的研究,我们正在做一个特别的日子。
And if you're interested where we think the opportunity might be with this pullout, we do have some research from Brendan, Bryce, and the rest of the team that we're doing a special day.
如果你们想看下面的链接。
If you guys wanna check the link below.
关于现在最值得拥有的第一号币,这是研究团队整理的,现在是个好时机去看看。
For the number one coin to own right now, it's a it's a research team put together and it's a good time to check it out.
既然我们现在正在回调,你可以再次做自己的研究,然后如果你喜欢看到的,可能是个好时机进场。
Now that we're having a pullback, you can, you know, again, you do your own research and then like what you see, you know, might be a good time to jump in.
所以Brendan,话不多说,给我们指条路吧。
So Brendan, with that said, show us the way.
给我们指条路,我的导师。
Us the way, my shaman.
把这些图表拉出来。
Pull up these charts.
我们来看看现在的情况。
Let's see what's going on.
就像我们说的,亚洲市场带来了一些影响,但让我们看看技术面上的位置。
Like we said, we're getting some effects from the Asian markets, but let's see where we are technically.
这里确实出现了一些抛售。
I mean, definitely have gotten some sell off over here.
比特币从87,000美元这个水平回落。
Bitcoin pulling back off of this $87,000 level.
你看到比特币第一次触及后回落,第二次触及后回落,第三次触及后回落,第四次触及后,然后你就看到了那个更深、更吓人的反转。
I mean, you saw Bitcoin hit it once, come down, hit it twice, come down, hit it a third time, come down, hit it a fourth time, and then this is when you saw that deeper scarier rollover happen.
比特币在大约三天到四天的时间里下跌了大约7.5%到8%。
You had Bitcoin moving down about seven and a half to 8% here over about a three day window, three to four day window here.
我觉得让大家害怕的是,本来看起来像是要往上冲的东西,突然来了个这么快的下跌。
I think that's what scared people is that you got such a quick drop out of something that was seemingly looking like it wanted to push higher.
就像地板突然被抽掉了一样。
You kinda had the floor ripped out.
它回撤了大约8%,跌回到之前的高点,也跌回了50日均线,然后这里确实出现了反弹。
It had about an 8% pullback back down to the prior highs, back down to the fifty day moving average, and you did get a bounce here.
Tevo,我一直在关注的一个点是,既然我们现在已经跌破了20日均线,我想看到价格突破这里。
Now one of the things I've been keeping an eye out on, Tevo, is that now that we're beneath this twenty day moving average, you know, I wanna see us break above here.
我不喜欢均线被拒绝。
I don't like to reject the moving averages.
我不喜欢收盘价跌破均线。
I don't like to close below them.
我喜欢看到均线作为支撑。
I like to see us using them as support.
我不会说这是决定性的情况,因为我们之前也见过类似的情况。
I won't say that this is like an end all situation because we saw something similar happen here.
你猜怎么着?
And what do you know?
尽管我们拒绝了20日均线,但之后还是出现了一根大阳线。
We had a huge candle come out of it despite us kind of rejecting the 20.
所以20日均线可能是最不重要的均线。
So the 20 probably the most insignificant of the moving averages.
它是最弱的。
It's the weakest.
它是最短的。
It's the shortest.
但我想在这里观察一下,看看情况。
But I wanna watch here to see, hey.
我们能不能重新收在这条线上方,还是会被压制?
Can we close back above this, or can we get rejections?
我喜欢这里到这里的低点抬高。
I like the lower high coming in from here to here.
或者,抱歉,是比特币这里到这里的低点抬高。
Or excuse me, the higher low coming in from here to here on Bitcoin.
我觉得这挺好的。
I think that's good.
我觉得接下来最需要关注的第一件事就是,我们能不能重新站上这个大约84000美元的20日均线。
I think the number one thing that we wanna watch out for moving forward is can we get back above this twenty day moving average around 84,000?
还有,我们能不能守住之前那些低点,大概在80000到81000美元这个区间。
And can we hold above these prior lows around 80 to 81,000 down in here?
我觉得如果跌破的话,下方空间挺大的,之后可能会看到一波不小的下跌,回到七万多,甚至可能到七万五左右。
I think if you spill to the downside, you have room to to, you know, probably see a decent size move to the downside after that back into the 70 thousands, maybe even the mid 70 thousands.
但如果能突破上方,我觉得你会去挑战87000那个波段高点,而且很有机会突破它,之后把比特币重新带回九万多。
But if you kind of break above here, I think you are gonna be contesting those swing highs back at 87 k with a real chance to break out above that and send Bitcoin back into the nineties after this.
你有没有注意到,公司里最重要的东西往往是最没有文档记录的?
You ever notice the most important stuff in a company is usually the least documented?
比如那个最清楚怎么做报表的人,那个懂内部奇怪流程的同事,还有那个新来的员工,同一个问题问了三遍,因为答案只存在某个人脑子里,而不是在指南里。
The person who knows exactly how to run the report, the teammate who understands the weird internal process, and the new hire asking the same questions three different times because the answer lives in someone's head, not in a guide.
现在大家都想让AI帮企业提速,但如果你的实际工作流程都没记录下来,AI该依据什么来工作呢?
And now everyone wants AI to help their business move faster, but if your actual workflows aren't documented, what is the AI supposed to work from?
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 是一个专业智能平台,94% 的财富五百强公司都在用,它能自动生成你公司运作的文档,不用手动写,也不用每次有新员工加入时从头开始。
Scribe is a specialized intelligence platform trusted by 94% of the Fortune five hundred that automatically generates documentation for how your company works with no manual writing or starting from scratch every time someone new joins the team.
它是这样运作的。
Here's how it works.
Scribe 会在工作发生时捕捉流程,自动把它们变成带截图和说明的逐步指南,方便团队审阅、编辑和分享。
Scribe captures workflows as work happens and automatically turns them into step by step guides with screenshots and instructions ready for your team to review, edit, and share.
所以,你不用事后坐下来努力回忆每一步点击、每个步骤和每个细节,指南已经帮你做好了。
So instead of sitting down after the fact trying to remember every click, every step, and every detail, the guide is built for you.
对于企业团队来说,这一点很重要。
And for enterprise teams, that matters.
Scribe 会自动从截图中隐藏敏感信息,比如姓名、账号和邮箱。
Scribe automatically redacts sensitive information like names, account numbers, and emails from screenshots.
管理员可以控制并强制整个团队执行这一设置,而且没有人工审核,任何内容都不会发布。
Admins can control and force that across the whole team and nothing gets published without human review.
另外,Scribe 的“引导我”功能,让任何人都能启动实时屏幕指导,在实际工具中准确显示该点击哪里,确保重要流程每次都做对。
Then there's Scribe's guide me feature, which lets anyone launch real time on screen guidance showing exactly where to click inside the actual tool so important processes get done right every single time.
而我觉得最有趣的部分是这个。
And this is the part that I really think is the most interesting.
大多数AI是基于互联网训练的,而不是基于你们公司的实际运作方式。
Most AI was trained on the internet, not the way your company actually works.
Scribe通过你们捕获的工作流程,为AI代理提供真实的上下文,让它们有据可依,而不是凭空猜测。
Scribe gives your AI agents real context from your captured workflows so they have a foundation to work from instead of having to guess.
更多信息请访问scribe.howcrypto101,并提及Crypto101,即可在特定套餐中免费获得Scribe Capture的第一个月。
Learn more at scribe.howcrypto101 and mention Crypto101 for your first month of Scribe capture free on select plans.
网址是scribe.how/crypto10one。
That's scribe.how/crypto10one.
各位,是时候用Quince来充实你们的秋季衣橱了。
Guys, it's time to load up on your fall wardrobe with Quince.
你知道衣柜里那些你总是反复穿的单品,那件百搭的毛衣,那件你总是伸手去拿的T恤,它们让穿衣变得更简单。
You know those pieces in your closet that you keep going back to, the sweater that works with everything, the tee you always reach for that just makes getting dressed easier.
这正是Quince做得好的地方。
That's what Quince does really well.
秋天来了,天气开始变凉,我喜欢那件100%蒙古羊绒毛衣。
For fall, as the weather starts to change, I like the 100% Mongolian cashmere sweater.
它很简单。
It's easy.
看起来很有型,而且几乎什么场合都合适。
It looks put together and it works for almost anything.
休闲出门、晚餐、旅行,或者天气转凉时叠穿。
Casual day out, dinner, travel, or just layering as the temperatures begin to drop.
还有,我一直以来最喜欢的Quince单品是什么?
And as always, what's my favorite with Quince?
就是它的性价比。
It's the quality for the price.
手感就像你期待的那种奢侈品牌毛衣,但Quince的100%蒙古羊绒毛衣起价只要60美元。
It feels like the kind of sweater you'd expect from a luxury brand, but Quince's 100% Mongolian cashmere sweaters start at just $60.
这就是Quince的理念。
That's the whole Quince idea.
高品质的衣橱必备单品,采用优质材料,比如100%蒙古羊绒、有机棉、美利奴羊毛,这些经典款式你可以反复穿。
High quality wardrobe staples made with premium materials like the 100% Mongolian cashmere, organic cotton, merino wool, timeless pieces you can wear again and again.
他们还让打造你的必备单品变得更加容易,有高级羽绒服和经典羊毛外套。
They also make it easier to build your false staples with premium down jackets and classic wool outerwear.
多功能的叠穿设计,让你整个季节都保持温暖舒适。
Versatile layers designed to keep you warm and comfortable all season long.
Quince的所有产品价格都比同类品牌低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,所以你支付的是高品质,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.
而且不仅仅是服装。
And it's not just clothing.
Quince将同样的理念应用于酒店品质的床上用品、浴室和厨房必需品,还有精心设计的家具。
Quince brings the same approach to hotel quality bedding and bath kitchen essentials, plus thoughtfully designed furniture.
朋友们,他们的网站真的很有趣。
Guys, their website is so fun.
你一定要去看看。
You gotta check it out.
所以去Quince找到你今年秋天的最爱吧。
So find your next fall favorites at Quince.
下载Quince应用获取专属优惠,或者访问quince.com。
Download the Quince app for app exclusive offers or go to quince.com.
现在下单享受免费配送,还有365天退货服务,加拿大和英国也适用。
Get free shipping on your order and three hundred and sixty five day returns now available in Canada and The UK too.
当Quince问你在哪里听说他们时,告诉他们你是通过crypto101播客知道的。
And when Quince asked where you heard about them, let them know the crypto101 podcast sent you.
这是支持我们节目的好方法。
It's a great way to support the show.
去Quince看看吧。
Go check out Quince.
秋天来了,假期也快到了。
Fall is here and the holidays are right around the corner.
黑色星期五和网络星期一,如果你是购物者,那当然好玩,找优惠、装满购物车、结账,都很开心。
Black Friday and Cyber Monday are fun when you're the shopper, you're hunting deals, filling the cart, and checking out.
但换个角度想想。
But flip that around for a second.
如果你是另一边的商家,现在订单从四面八方涌来,顾客期待快速发货,库存流动得飞快,压力真的很大。
If you're the business owner on the other side, now you have orders coming in from everywhere, customers expecting fast shipping, inventory moving quickly, and the pressure is real.
这时候就需要ShipStation了。
That's where ShipStation comes in.
ShipStation是一个一体化的发货平台,专门应对旺季的订单激增。
ShipStation is a all in one shipping platform built to handle the order surge of peak season.
它把所有订单集中到一个地方,这样你的团队在订单量暴增时就不会手忙脚乱。
It brings your orders into one place so your team is not scrambling when volume spikes.
而且,当每一笔订单都很重要时,ShipStation的自动比价功能会实时比较UPS、USPS和FedEx的运费,帮你节省高达90%的费用,这样在订单量最大的时候你也不会多花钱。
And when every order matters, ShipStation's automated rate shopping compares rates across UPS, USPS, and FedEx in real time, saving you up to 90% off, so you're not overpaying when volume is the highest.
你还可以在多个网店之间跟踪订单,掌握库存情况,并通过自动化减少手动选择发货偏好的时间。
You can also keep track of orders across your online stores, stay on top of your inventory, and use automations to reduce the time spent manually picking shipping preferences.
如果我是做电商的,我会在旺季来临之前就把这个工具准备好,因为一旦订单开始涌进来,你就希望发货变得简单。
If I were running an e commerce business, this is the tool I'd want in place before peak season hits, because once the orders start coming in, you want shipping made simple.
超过一百万家企业在旺季时依靠ShipStation来应对,把订单处理能力提升到40倍,同时成本降低30%。
Over 1,000,000 businesses have leaned on ShipStation to get them through peak season, scaling fulfillment up to 40 times while cutting cost up to 30%.
旺季不等人,你也不该等。
Peak season doesn't wait and neither should you.
今天就提前做好准备,使用ShipStation,在shipstation.com输入优惠码crypto,即可免费使用60天。
Get ahead of it today with ShipStation 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 promo code crypto.
税费和其他费用另计。
Taxes and fees apply.
那么,有几个关键价位需要关注。
So a couple of key levels to watch for.
再说一次,只要我们能守住这些低点,并且重新突破上方,比特币的处境就还算不错。
Again, so long as we hold these lows and kind of break back above, Bitcoin's in a half decent spot.
我觉得这是一个非常好的位置。
I would say a really good spot.
但如果跌破这些低点,那就进入回调区间了。
But if you break these lows, that's where you're looking at retracement territory.
而且这周晚些时候我们会发布一份非常棒的报告。
And we have a really cool report that'll be coming out later this week.
我相信我们之后会详细解读,到时候再跟大家分享更多内容。
I'm sure we'll we'll, you know, run more and tell you all more about it later in the week.
这份报告涵盖了很多相关内容,我们也花了不少时间在这上面。
But it goes into a lot of this stuff, and we spent a lot of time on that as well.
所以,是的,对比特币来说,这确实是个激动人心的时刻。
So, yeah, it's it's an exciting time for sure with Bitcoin.
我觉得所有人的目光都集中在这里,心想:好吧。
I think all eyes are on here saying, okay.
我们能守住这个位置吗?
Can we hold here?
因为这份报告里我们提到的一个点是,比特币在牛市周期和牛市中,历史上大约会有十到十二次两位数的回调。
Because one of the things that we talk about in this report is, you know, Bitcoin historically has about a dozen, about 10 to 12 double digit pullbacks inside of a bull cycle and inside of a bull market.
而到目前为止,这种情况还没出现。
And so far, that's yet to be seen.
我们还没看到过两位数的回调。
We have yet to see a double digit pullback.
你看这里,这个回调大约是百分之六到七。
You know, over here, if you look at this guy, this is about a six to 7% pullback.
这边这个大约是百分之九的回调。
This one over here was about a 9% pullback.
而这里这个到目前为止大约是百分之八的回调。
And so far over in here, this one's been about an 8% pullback or so.
所以我们还没有……
So we're not...
我们还没经历过那种两位数的回调,也就是跌幅达到百分之十或更多,大概百分之十到二十。
We have yet to have one of those double digit pullbacks, which is a pullback of 10% or more, so 10 to 20.
而且我们还没看到这种情况。
And we just haven't seen that yet.
从历史上看,一个牛市周期里大概会出现十次这样的回调。
And historically, see about 10 of them inside of a bull cycle.
所以我确实喜欢把这些回调看作非常好的机会,尤其是在比特币处于上升趋势中,出现10%到20%以上的回调时。
So I do like to look at those as again really good opportunities when you get that 10, 20 plus percent pullback on Bitcoin inside of an uptrend.
从历史上看,只要你还处于牛市,那里就有很好的价值。
Historically, there's been good value there so long as you obviously are in that bull market.
这也是我密切关注的重点之一。
And that that is one of the big things that I'm watching for.
所以听着,我认为整个加密货币市场的健康状况目前还是不错的,只要我们能守住这些更高的低点。
So listen, I'd say crypto's health here as a whole, still fine so long as we hold these higher lows.
这是一个非常重要的条件。
That's a very, very important condition.
我唯一想说的是,这也不是世界末日,但我想看到的是,一些相对于比特币来说市值较小的加密货币,仍然是大市值币种。
The only thing I would say that, you know, again, not not world ending, but, you know, one of the things I wanna see here is some of these smaller cap cryptocurrencies in comparison to Bitcoin, still large caps.
以太坊、索拉纳、瑞波币、BNB这些,我希望看到它们重新站上五十日均线。
You know, Ethereum, Solana, XRP, BNB, those guys, I wanna see those get back above their fifty day moving averages.
因为类似地,它们现在冲上来,突破二十日均线,但没能突破成功,又跌破二十日,再跌破五十日,然后被五十日均线压制,收在它下方。
Because similarly, you know, you have them kind of coming up here breaking through the 20, failing to break out, breaking down through the 20, down through the 50, and then rejecting the 50 and closing beneath it.
我觉得这种情况需要改变。
I think that's something that needs to change.
如果你是看涨的,你希望看到这些币重新站上那些短期均线,那会是一个非常非常好的信号,显示多头有力量。
If you're a bull here, you wanna see these things get back above those short term moving averages, and that would be a really, really good sign and show of strength from the bulls.
如果没做到,收在短期均线下方这种事也会发生。
If you don't get that, again, you know, closing beneath the short term moving averages is something that happens.
但一旦发生,我就会想更谨慎一点,然后说,嘿。
But, you know, when it does happen, it makes me wanna be a little bit more cautious and say, hey.
如果我们能……
If we can...
如果我们继续收在这些短期均线下方,那我会有点担心。
You know, if we continue to close beneath these short term moving averages, then that makes me a little bit concerned.
但如果我们能推翻这波看跌走势,重新站上这些均线并向上突破,那就是多头力量的巨大展现。
But if we can invalidate this bearish move and get back through them to the upside, it's a huge show of strength from the bulls.
所以我会非常非常密切地关注这个。
So I'm gonna be watching this really, really closely.
我不想看到的是那种死亡交叉,也就是20日均线跌破50日均线。
What I don't wanna see here is kind of that death cross where the 20 comes down over the 50.
不过,确实有很多需要留意的。
But, yeah, I mean, a lot to watch out for.
仍然有大的……
There's still big...
这里有一些大的山寨币,Tevo,一直在做出惊人的走势。
Been some big altcoins here, Tevo, that have been making some epic moves.
所以爆米花行情仍然有效。
And so, you know, popcorn season is is still in effect.
这并不是说没有交易机会。
So it's not to say that there aren't trades.
不过,总的来说,事情挺多的,我相信我们会的。
But, yeah, I mean, overall, just a lot going on, and I'm sure we'll Yeah.
我们会继续聊一些这个话题。
We'll cover some more of this.
所以这就是为什么你要坚持住,做好研究,深入挖掘,尤其是在爆米花季节。
And that's why that, you know, sticking around, getting your research, diving deep, especially during popcorn season.
我知道你抓到了很多机会,Hunter,尤其是Brian和Joe在入秋前那阵子表现很不错。
I know, you know, you've hit a lot of those Hunter, especially Brian and Joe had quite a run there heading into the fall.
所以更有理由去点击链接,看看那个第一名的币。
So all the more reason to go down, check the links, number one coin to own.
如果你对这个不感兴趣,也可以看看链接,加入社区,每天都能接触到团队。
If that's not something you're interested in, check the links so you could be part of the community and get access to the team every single day.
我这么说是因为我觉得加密货币不会消失。
And and I say that because I I don't think crypto is going anywhere.
我知道这是我和你都相信的,我们整个团队都这么认为。
I know that's what me and you believe in our whole team.
因为你看到像这样的东西。
Because you see stuff like this.
摩根士丹利表示,到2030年,代币化资产市场将达到3万亿到10万亿美元的规模。
Morgan Stanley says the tokenized asset market will become a 3,000,000,000,000 to $10,000,000,000,000 market by 2030.
你知道,显然,2030年听起来总是那么遥远,但天哪,我们已经过了这个十年的过半了。
And you know, obviously, 2030, it always sounds so far away, but man, we're more than halfway through the decade here.
时间飞逝,你知道,显然,这个代币化资产市场背后有很多因素。
Time flies and you know, obviously, this tokenized asset market has a lot of things behind it.
想想看,我们说过加密货币代币化资产是AI的下游产物,还有AI的未来,以及全天候交易,这绝对没有消失,你继续看到这么多人支持,需求就在那里。
Think, know, we've said how, you know, crypto tokenized assets downstream from AI and the future of AI and also 20 fourseven trading, which is going absolutely nowhere, which you continue to see just so many people supporting and the demand for it is there.
我们一会儿再回到代币化股票,但你带来了这张图表,显示了需求有多大。
We'll go back to tokenized stocks in a second, but you brought this chart of just how much demand is out there.
先来分析这张图表。
So break this chart down first.
你看到了什么?
What are you seeing?
然后我觉得另一个跟进的问题就是,谁……
And then I think another follow-up question would be like, who...
这些需求是从哪里来的?
Where is this demand coming from?
是个人投资者吗?
Is it individual investors?
散户投资者?
You know, the the retail investor?
还是世界各地的其他人?
Is it, you know, other other people around the world?
还是主要在美国?
Is it based in The US?
因为你知道,传统上,我总觉得Robinhood好像是第一个向散户提供这种服务的。
Because you know, traditionally, I I kind of feel like Robinhood was like really the first ones to offer, right, to the retail investor.
传统上,散户投资者早上八点醒来,打开财经频道,看到股票在动,但他们没有办法进去买。
Traditionally, you know, the retail investor would wake up and they'd turn on, you know, the the the business channel at, you know, eight in the morning and they'd see stocks moving and they had no way to go in and buy it.
以前只有大玩家才能玩。
It was it was for the big boys only.
所以很明显,创新正在改变这一点。
So obviously the innovation is changing that.
我觉得你说得对。
I think you're right.
确实在变,这也是大家都在关注的地方。
It is changing, and this is where everyone's looking.
大家都在关注代币化。
Everyone's looking at tokenization.
这张图让我上这个节目,因为一切都源于人们的需求。
This is the chart that that really put me on here because it all stems from what people want.
大型资产管理公司、大型银行、大型金融机构,随便你怎么称呼,所有这些。
The big asset managers, the big banks, the big financial players, call them whatever you want, all of the above.
他们在金融市场上的职责之一,就是了解人们想要什么,以及如何最好地满足这些需求。
Their job in the financial market, one of their jobs, is to understand what people want and how they can best service that.
这张图真的很有说服力,它告诉我们大家在找什么。
This is a really telling chart where it shows us, right, what people are looking for.
上面显示,投资者对这种东西的需求正在飙升。
And it says like investor demand for this thing is skyrocketing.
差不多70%的投资者,对吧,都在说,嘿,我们想要这个,这真的很让人惊讶。
The almost 70% of of investors, right, of people saying, hey, we want this, which is fascinating.
所以……
So...
哦,抱歉,我可能刚才读得有点不对,但你们明白我的意思。
Or excuse me, I think I read that a little bit wrong, but you guys know what I'm saying.
不管怎样,绝大多数人都希望能够进行交易。
The vast majority of people here regardless want to be able to trade.
而你们在这里看到的是,人们在盘后交易。
And what you're seeing here is that people are trading after hours.
这就是这张图展示的内容。
That's what this chart is showing.
人们在盘后交易。
People are trading after hours.
他们希望能够这样做,而且人们在加密货币领域已经这么做了。
They want to be able to do this and people have been doing this in crypto.
当你看到世界各地发生的各种地缘政治冲突或事件,而这些事件发生在股市正常交易时间之外时,人们会交易相关的风险敞口,这是有原因的。
There's a reason when you see all these different geopolitical conflicts or, you know, things that are happening around the world that are outside of the stock market's normal trading hours, people will trade exposure to those.
他们以前只是通过比特币、加密货币市场和山寨币来做这件事。
They used to just do it with Bitcoin and the crypto market and altcoins.
后来,随着Hyperliquid和其他一些平台的扩展,他们可以交易很多不同的产品,包括股票、大宗商品、指数等等,他们可以通过Hyperliquid或一些去中心化交易所来交易这些。
Then it expanded with Hyperliquid and some of these other players where they could trade a lot of different products including equities and commodities and indices and all these different things, and they could trade those through Hyperliquid or through some of these decentralized exchanges.
现在,一些中心化交易所也开始提供正常时间之外的交易,但周末不交易。
Now it's gotten to the point where some of the centralized exchanges have also started offering trading outside of normal hours but not through the weekends.
然后现在我们到了这样一个阶段,就连纳斯达克和纽约证券交易所也开始说,嘿,我们明白这就是人们想要的。
And then now we're getting to the point where even like the Nasdaq and the New York Stock Exchange are saying, hey, we understand that this is what people want.
而且很多大型金融机构也明白这一点。
And a lot of these these big financial players understand this as well.
现在你看到大家都在大力推动代币化。
And now you're seeing this huge push for tokenization.
我觉得这是双赢的,因为作为投资者和交易者,我们可以全天候交易。
And I've framed this as a win win because as investors and traders, we get to trade things twenty four seven.
这让我很兴奋。
That's something that excites me.
我不知道你们大家怎么想。
I don't know about all of you out there.
挺有意思的。
It's funny.
我在X上看到很多人非常不喜欢24小时交易,这我实在想不通。
I've seen a lot of people on X really, really dislike the idea of 24seven trading, which I can't wrap my head around.
我觉得有些人就是喜欢抱怨。
You know, I think some people just like to complain.
但我要说的是,我认为这是双赢的。
But what I will say is I think it's a win win.
我们能接触到更多我们想要的东西。
We get more exposure to things that we want.
通过代币化,你能获得更多的曝光机会。
You get more exposure with tokenization.
你想什么时候获得就什么时候获得。
You get it whenever you want.
你可以在任何时间、任何时刻、任何节假日交易,周末也没关系,而且你仍然可以调整风险或增加风险。
You can trade things at any point, any time, any holiday, doesn't matter, through the weekends, and you're still able to kind of adjust risk or increase it.
对于管理这些的人来说,他们也能受益,因为如果你能全天候交易,你就能收取更多的费用。
And for the the people that are managing this stuff, well, they benefit too because if you're gonna be able to trade 20 fourseven, you're going to be able to collect more fees.
他们赢了。
They win.
我觉得我们也赢了。
I think we win.
这是让我感到兴奋的事情。
It's something that I'm excited about.
那么,这一切的基础是什么,Tevo?
And so what's the backbone for all of this, Tevo?
嗯,那就是盘后交易,这我觉得也是很多人想要的。
Well, it would be trading those after hours, which is again something I think a lot of people want.
而且你也看到了,这已经从单纯的加密货币领域扩展到了现在真正的大规模推动。
And you've seen this overflow from just being a crypto based thing to now really getting a big push.
我们稍后会详细讨论这些代币化的数字,但我觉得摩根士丹利看到的就是这个。
And, you know, we'll talk more about these tokenization numbers, but I think that's what Morgan Stanley's seeing.
这也是很多其他集团……
That's what a lot of these other group...
大集团所看到的。
Big groups are seeing.
而且我……
And I...
这很有趣。
It's funny.
我刚才看了一下代币化的数据,你知道的,这些数字基本上都在创历史新高,对吧?
I was just looking at the tokenization numbers a little bit earlier, and, you know they're basically shooting up here to all time highs, right?
你看各种指标和数据,看不同的代币持有者数量以及被代币化的资产,增长速度非常惊人,尤其是过去一两年,不管你看哪个时间段都是这样。
You look at different metrics and stuff, you look at you know different tokenized holders and how many of them there are and what's being tokenized, And it's growing at an exceptional rate, especially in the last one to two years no matter what time frame you look at.
即使是在我认为很多人对加密货币市场持悲观态度的时期,它仍然在经历天文数字般的增长,这又让很多人感到意外,因为过去一年感觉确实很艰难。
Like through a time period where I think most people have been somewhat bearish on the crypto market, it's still seeing astronomical growth which is again fairly surprising to a lot of people because of how gnarly this past year has probably felt.
对,我们一直看到的一个抛物线式增长的就是Base。
Yeah and one of those that we just keep seeing be parabolic is is base.
所以,就这个月,Base上可交易的股票从4只增加到40只,再到250只,Jesse Pollock在那里。
So again, this month alone, there was four to 40 to then two fifty stocks available on on base that Jesse Pollock there.
他做了一个相关的演示。
Given a presentation on it.
而且Coinbase的代币化股票交易额已经突破了20亿美元。
And then coin based tokenized stocks have now passed $2,000,000,000 in trading.
第一个10亿用了一个月,第二个10亿只用了大约两周,时间缩短了一半。
The first billion took one month, second billion took about two weeks half the time.
所以这个增长的速度,真的是非常值得一看的。
So the ramp the ramp up of this is definitely, definitely something to see.
而且现在Robin也在做这个,还有很多其他人也在跟进,因为SEC已经打下了基础,说,嘿,这是豁免法案,虽然清晰度法案没有被投票通过,但SEC随后制定了规则,说,嘿,如果你想遵循一个框架,这就是要遵循的框架。
And again, you know, Robin is working on this and and many others now because the SEC laid down that foundation of saying, hey, here's here's the the exempt, you know, the clarity act didn't get voted in, but then the SEC laid out the rules and said, hey, if you'd like to follow a framework, here's the framework to follow.
所以我觉得很多人会选择加入,然后呢,也许在11月5日选举季之后,清晰度法案会得到重新审视。
And so I think a lot of people are gonna opt into that and then again, maybe the clarity act gets a second look after election season November 5.
也许在年底,或者之后,会重新讨论,看看能不能得到两党的支持。
You know, maybe the end of the year, maybe after it'll get revisited, see if we get some bipartisan support.
但正如我们一直在报道的,我不想说这不重要,但CFTC和SEC之间已经有了框架,正在推动这个代币化的工作向前发展。
But as we've been covering it, I I don't wanna say it doesn't matter, but there's there's framework in place between the CFTC and the SEC that's allowing this tokenization effort to move forward.
我们刚刚请到的一位嘉宾,在播客里对所有听众说,这真的不重要。
One of our guests that we just had on our on our podcast for all those listeners, he literally said it doesn't matter.
再说,我们会走那么远吗?
Again, would we go that far?
也许不会。
Maybe not.
但是他说……
But he's...
他……
He...
我跟你说,他讲得很有道理。
I'll tell you what, he made a good point.
而且这话是前CFTC主席说的,他也觉得这不重要。
And this is coming from someone who is the former CFTC chairman, and he's like, I don't think it matters.
他跟我们解释过,如果你还没听过那期播客,真的非常精彩。
And he explained to us again, if you haven't listened to the podcast, fantastic one.
我觉得……
I believe...
我们是不是已经
Have we put
发布出去了,Tevo?
it out yet, Tevo?
展开剩余字幕(还有 148 条)
我觉得已经发布了。
Think we have.
如果你还没听过,那是克里斯托弗·詹卡洛。
It's Christopher Giancarlo, if you haven't.
这是他第二次上节目了,所以我们聊了很多,那是布莱斯和我第一次去参加七月中旬的东部会议,然后他提出了那个观点,说没关系,他不担心,然后你知道,那个观点后来完全应验了。
And it's the second time he's been on, so we've talked about it lot, how that was the first time Bryce and I went to the out east conference at the tie in July and then middle July and he kinda laid out that thesis that it doesn't matter, he's not worried and then you know, that whole thesis played out.
《清晰法案》没通过,加密货币退休了,然后他回来加入我们,给我们更新了情况。
The clarity act didn't pass, crypto retire and then he came back and joined us to give us an update.
所以绝对值得回去听,我们最近出了几期好节目。
So definitely worth going back, we've got a couple good pods recently.
所以你知道,显然,频道一直很活跃,非常活跃。
So you know, obviously you know, just the channel's been active, really active.
是的,确实如此。
Yeah it has.
是的,听着,这些Coinbase的数据也超级亮眼。
Yeah listen, these coin based numbers too are super impressive.
Coinbase 的代币化股票,第一个十亿美元只花了一个月,然后第二个十亿美元,只用了半个月时间。
The first $1,000,000,000 here when it comes to coin bases tokenized stocks took them one month and then they're looking at the next $1,000,000,000 the second $1,000,000,000 coming in took half the time.
再说一次,这东西在增长,对吧?
Again, this stuff is growing, right?
数字自己会说话。
The numbers speak for themselves.
你肯定会很兴奋。
You have to be excited.
Aerodrome 这边继续表现强劲。
Aerodrome here continuing to crush it.
他们发布了那个重大合作。
They had that big partnership come out.
应该附上链接的,这是我的疏忽,Tevo。
Should have attached a link to that so that's on me, Tevo.
但他们发布了那个重大新闻公告和合作之类的,还有那个大更新,我知道他们基本上靠那个消息把价格推回了接近一美元的高位。
But they had that big news announcement and partnership and stuff come out and they had that big update and I know that they were basically pushing pretty high up back up to just about a dollar off that news.
所以Aerodrome在过去一周左右又频频出现在新闻里。
So Aerodrome back in the news again and again and again over the last week or so.
对,这就是那个新闻。
Yeah, this is that this is that news.
就是Aerodrome和Velodrome合并的事,我记得我们大概一两周前好像聊过这个,但是……
It's the merging of Airdrum and Velodrome and I think we actually covered this, wanna say like a week or two ago, but...
是的,我一直在联系Velodrome的人,或者Arrow那边的人,想让他们再来聊聊这件事。
Yeah, and then I've been working on getting Velodrome back on to talk about it or somebody from Arrow.
所以大家敬请期待,我还在努力安排。
So standby for that, but working on it.
嗯,挺好的,看到这个进展不错。
Well, yeah, it's good to see.
听着,各位,我们一直在聊这个,我都不知道怎么说。
I mean, listen guys, we've been talking about, I can't tell you.
这些人我们很久以前就请来过,对吧?
I mean, had these people on forever ago, right?
很久以前,我们就请过Aerodrome上播客。
We had, you got Aerodrome on the podcast forever ago.
我们聊了他们很多。
We've talked about them a lot.
看着他们从低点反弹,真是太好了。
Looking at their recovery off the lows has been just great.
他们当时是多少来着?
I mean, what were they at?
我不想在这里扯太远,Tevo,但我得稍微夸夸自己,因为27美分。
I I don't wanna, you know, derail us too much here, Tevo, but I gotta give us a little bit of a pat on the back because 27¢
大概在某个时候,可能稍微低一点,差不多27美分左右。
about at some point, maybe a little bit would have been around 27.
现在他们几乎要涨到一美元了。
And now they're almost at a dollar.
所以,天哪,这得给你我以及这边的团队点个赞,但我想说,这就是我们做这件事的原因。
So man, a little bit of a pat on the back for you and I and the team over here, but I will say, you know, that's why we do this.
这就是为什么我们希望大家都能来收听我们的节目。
That's why we want all of you to come in here, tune in, listen.
我们喜欢关注那些我们认为从低谷中走出来后具有真正长期价值的项目。
And we like to look at things that we think have true long term value coming out of those dips.
价格有涨有跌。
Prices go up and down.
这是很正常的。
That's what they do.
这些市场本来就是用来波动的,涨涨跌跌很正常。
These markets were made to move up and down quite literally.
所以你会遇到这种情况,在加密货币领域,我们知道波动性是存在的。
So you're going to have that, and in crypto we know that there is volatility.
而且波动幅度会很大。
There is extended amounts of volatility.
所以加密货币市场就是这样,对吧?
So you get that with the crypto market, right?
但在市场回调时,我们喜欢去观察,看看哪些项目具备真正的长期基本面价值,也就是我们认为真正值得买入的好标的。
But in the dips, we like to look and we like to actually see what has the true fundamental long term value, what we think is actually worth a good buy.
而这个项目就是其中之一。
And this just is one of those projects.
所以再说一次,我不想表现得过于冷淡或犹豫。
So again, I don't wanna like chill too much.
显然,我们是看好它的。
Know, obviously we like them.
显然我们这边有些人有持仓,但是
Obviously some of us over here have exposure, but
听我说。
you know, listen.
这是一个项目,它是一个
It's a project, it's a
我记得Arrow刚出来的时候,如果你在社区里,会有相关的通讯简报,我们也做过相关的采访。
project that I remember when Arrow came out, it was you know, if you're inside the community, there was newsletters on it, we got the interviews on it.
你们当时对它做了很多研究。
And you guys did a lot of research into it.
所以你知道,如果你在社区里,这类信息你是最先接触到的。
So you know, if you're in the community, that's the kind of stuff you're getting first.
然后在那段时间里,它已经上线了。
And then over the time period of that, it's been out.
在播客上也聊了很多,这绝对是我们社区里重点提到的机会,播客里也提过。
It's been talked a lot on the podcast as well and definitely an opportunity that we've highlighted inside the community, but also on the podcast.
你看图表上,一个月涨了60%,你知道,这种涨幅在别的地方很难找到。
And you can just see here on the chart, you know, one month, 60%, know, it's hard to find those type of gains anywhere.
那是个大赢家。
That's a huge winner.
所以即使在这个波动的市场里,坚持自己的信念,保持参与,不消失,坚持你的研究和计划,这才是关键。
So even in this volatile market, you know, staying true, staying engaged, not disappearing, know, staying true to your research and your plan is what it's all about.
在继续下一个话题之前,关于Aerodrome还有什么最后的想法吗?
And final, final thought on aerodrome before we move on or anything?
不,我们继续吧。
No, let's move on.
嗯,我只是觉得像这样的波动性
Well, just think that nothing like the volatility kind
接着你的话说,波动性不会消失。
of building off what you're saying, like the volatility is not going anywhere.
24小时全天候交易也不会消失。
20 fourseven trading is not going anywhere.
这就是人们想要的,也是我们节目开头提到的,韩国因为AI交易禁止了那些三倍、四倍、五倍的ETF,因为那是那个市场历史上最大的清算事件。
This is what people want and and kind of how we started the show saying how in Korea they outlawed these three, four, five X ETFs around the AI trade because it was like the biggest liquidation in that market's history.
而美国市场却继续想要越来越多的杠杆。
The US market continued to want more and more leverage.
我上周看到了这个。
I saw this one last week.
有些ETF已经提交申请,SEC最近也批准了一项规则变更请求。
It's some some ETFs were filed and the SEC recently approved a rule change request.
所以就像……
So it's like...
我们看起来会有针对黄金、白银、比特币、以太坊、原油和天然气的三倍杠杆产品。
We're looking like we're going to have some three x leverage on gold, silver, Bitcoin, Ethereum, crude oil, and natural gas.
再说一遍,我其实不太……
Again, I I don't...
我们……
We...
每次提到这种杠杆,我都得强调,大家一定要做好功课,清楚自己买的是什么。
When every time we bring up this type of leverage, like you gotta do your research, you gotta know what you're buying this stuff.
对,没错。
Yeah, sure.
它涨起来确实猛,但跌起来或者发生损耗时,也能让你亏得很惨。
It can fly on the upside and it can decay and crash you on the downside as well.
所以用这东西必须特别小心,得真正了解你买的到底是什么。毕竟,你买的不是比特币、以太坊、白银或黄金,而是一个金融产品。
So, you know, you need to be very careful with this and understand the product that you're buying because again, you're not buying Bitcoin or Ethereum or silver or gold when you buy these things, you're buying, you know, a product
那是给你提供杠杆的。
That's giving you leverage to it.
但我觉得,这种情绪就是,波动性不会消失。
But I think it's just the the sentiment of of, you know, this is volatility is not going anywhere.
而且像这样的东西,在我看来,会让你对加密货币感到乐观。
And and, you know, stuff like this kinda makes you bullish on crypto in my opinion.
我……
I I...
听着。
Listen.
我觉得确实如此。
I think it does.
你说得对。
You're right.
我们总是喜欢谈论这带来的风险。
We always like to talk about the risks that come with this.
我觉得这是我们这边的责任之一。
I think that's part of our responsibility over here.
我们不太喜欢过多谈论杠杆,也不建议人们使用它,但我觉得给人们提供选择总是好的。
We don't like to talk about leverage too much or recommend that people use it, but I think giving people the option is always cool.
只是要小心这些东西。
You know, just be careful with this stuff.
我觉得人们在这些产品上陷入困境的方式是,他们在市场过度扩张的时候买入,对吧?
I think the the the way that people get themselves in trouble with these kind of products is that they buy when the market's too overextended, right?
因为对于这些杠杆ETF产品,有一个叫做波动率衰减的因素,基本上就是说下跌的冲击比上涨的冲击更厉害,而这个效应在杠杆ETF中被放大了。
Because with these leveraged ETF products, there's a factor called volatility decay that basically says that the moves down hit harder than the moves up, and then that idea is multiplied with these leverage ETFs.
所以如果你看到20%的回撤,如果是2倍或3倍的ETF,那20%的回撤就会放大到40%或60%,对吧?
So if you see a 20% drawdown, well if it's a two or a 3x ETF, that 20% drawdown is multiplied to 40 or 60%, right?
如果是2倍或3倍的话。
If it's a 2X or a 3X.
那么,60%的回撤突然需要大幅增加的涨幅才能回到原来的位置,对吧?
Well, 60% drawdown all of a sudden takes a drastically larger amount of percentage gain to get back to the same place than it was before, right?
那我举个例子,帮你算一下这个数。
And so let me just like, I guess run the numbers on this for example.
假设我们看一个虚构的情况,比如某个东西的价格跌了50%。
So if we are gonna look at, you know, let's just say I'm gonna create an imaginary thing where you saw a 50% drawdown in the price action of something.
好吧,咱们别搞那么极端的,
Well, let's make it less extreme.
就说跌30%吧,Tevo。
Let's just say it's 30%, Tevo.
如果某个东西跌了30%,那2倍杠杆的ETF大概会跌60%。
So if you saw a 30% drawdown in something, well, the 2X ETF would go down 60%, roughly speaking.
而要从那个跌了30%的位置涨回原来的高点,不带杠杆的普通ETF需要涨43%。
Well, if you're going to go back up to that same high where you fell 30% from, the regular ETF that's not leveraged would have to rise 43%.
我觉得这一点很多人都不太明白。
And I think that that's something that a lot of people don't understand.
他们觉得,哦,跌了30%。
They think, oh, well, it fell 30%.
它得涨回30%才能回到原来的位置。
It has to go back up 30% to get to where it's at.
但实际情况不是这样的。
That is not the way that this works.
如果某样东西跌了30%,那需要涨40……
If something falls 30%, it takes a 40...
想想看,得涨43%到44%才能回到那个高点。
Think about a 43, 44% gain to get back up to that point.
所以这是第一点。
And so that's the first thing.
然后你再把这个考虑进去。
Well, then you take that.
对于2倍杠杆的ETF来说,情况更是如此。
And with the two x ETF, it's even more so the case.
从30%到43%的这个差距会更大。
That that gap going from a 30 to 43% is even greater.
而且如果是三倍杠杆的ETF,那差距就更大了。
And then with a three x ETF, it's even greater than that.
所以,因为杠杆ETF的回撤幅度非常大,你基本上需要指数级的涨幅才能回到最初下跌前的那个盈亏平衡点。
So because you're having drastically larger amounts of drawdowns in the leverage ETFs, you basically have to get exponentially more upside to get back to that breakeven price of where it fell from in the first place.
这就是所谓的波动性衰减,也是它为什么对投资者伤害这么大的原因。
And that's what volatility decay is, and that's how it hurts people so bad.
因为很多人并不真正理解这其中的运作机制。
It's because they don't understand exactly how that works.
再说一遍,它确实是个很棒的工具,可以用来放大财富,做很多事情,但我们不太推荐,因为我觉得很多人并不明白这一点。
Again, it's an awesome tool to multiply your wealth and to do things, but it's not something that we like to recommend because I I think a lot of people don't understand that.
而且还有其他因素在起作用。
And there's other factors at play.
你提到它也不是现货ETF,所以它们实际上并没有根据你和大家买卖这些资产的量,在幕后真正买卖比特币。
You mentioned it's not a spot ETF as well, so they're not actually buying and selling Bitcoin behind the scenes based off of how much you and the rest of the people are buying and selling of these assets.
这一点很重要,因为人们以为自己真正持有比特币,但实际上并没有。
And so that's something that that kind of matters because people think, I have real exposure to Bitcoin and you don't.
所以是的,对这些东西要小心一点。
So yeah, you know, just be careful with these things.
但这就是我的菜,Tevo。
But that was my cup of tea there, Tevo.
我不得不从交易的角度说这些,因为我没法告诉你我在我们社区里,甚至和朋友之间,有过多少次关于这个的对话,总是有一点误解。
I had to say that from a trading perspective because I cannot tell you how many conversations I've had inside of our communities even with friends who who talk about it, and there's just a slight misunderstanding.
如果你不完全理解,它可能会让你陷入麻烦。
And if, you know, if you don't understand it completely, it can get you in trouble.
没错。
No doubt.
没错。
No doubt.
而且我觉得所有那些新闻层面的东西,在更高层面上会让我们保持警惕。
And I I think all of the news stuff is something that at a higher level will keep us on our toes.
再说一次,我认为至少在一对一的层面上,没有人需要担心这些产品。
And, you know, again, I don't think anybody at least at the one on one level needs to worry about these products.
这更多是让你了解一下接下来会发生什么。
It's just more kind of letting you know what's coming down the pipeline.
而且我一直觉得挺有意思的,黄金、白银、比特币、以太坊、石油、天然气都被归到同一个产品里。
And I always find it interesting when gold, silver, Bitcoin, Ethereum, oil, nat gas are getting kind of wrapped up into the same product.
这正好说明了比特币,甚至现在以太坊,作为资产已经成熟到可以被纳入那一类了。
It just shows the maturity of the Bitcoin and even Ethereum now asset be included in that type of class.
我们今天就到这里吧。
Gonna wrap us up.
我们聊了三十...
I mean, we did thirty...
今天和Brendan聊了大概三十分钟,二十八分钟。
About thirty minutes, twenty eight minutes today with Brendan.
今天就到这里。
That's gonna be all for today.
非常感谢大家的参与。
Really appreciate everybody joining.
喜欢的话就点个赞,右下角,新朋友记得订阅。
Give us a like, bottom right, subscribe if you're new.
这周晚些时候我会和Hunter一起回来。
I'm gonna be back later this week with Hunter.
Brian这周不在,所以我们会加倍我们的技术分析人员。
Brian's out this week, so we're gonna do double our TA guys.
也许我们会让Hunter把图表调出来,也给我们一些看法。
Maybe we'll get Hunter to throw up the charts and give us some opinions as well.
但我们一直很感激大家收看和关注。
But we always appreciate everybody tuning in and watching.
非常感谢。
Thank you so much.
我们一直很感激大家的收听。
We always appreciate everybody listening.
再说一次,回去听听那些和Brendan和Bryce的访谈节目。
Again, go back, listen to those other episodes with Brendan and Bryce on the interviews.
我们有一些非常棒的访谈,但本周晚些时候我们还会回来做另一期总结。
We have some really great interviews, but we'll also be back later this week with another rundown.
不过今天就到这里了。
But that's all for now.
大家再见。
Bye bye, everybody.
三万四千亿美元。
$3,400,000,000,000.
这是capital.com在2025年的交易量,这得益于一个鼓励用户采取深思熟虑、稳健策略的平台。
That was capital.com's trading volume in 2025, driven by a platform that encourages a considered, measured approach from its users.
这个平台背后是多年的工程、测试和优化。
One with years of engineering, testing, and refining behind it.
我们花了大量时间构建系统,确保在市场波动时依然保持稳定。
Hours spent building systems that stay steady when the markets don't.
因为规模不是一朝一夕就能建立的。
Because scale isn't built in a moment.
它是在一致性中建立起来的。
It's built in consistency.
Capital.com,清晰交易。
Capital.com Trade with clarity.
差价合约涉及高风险。
CFDs involve a high level of risk.
81.31%的零售投资者会亏损。
Eighty one point three one percent of retail investors lose money.
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