本集简介
双语字幕
仅展示文本字幕，不包含中文音频；想边听边看，请使用 Bayt 播客 App。
一个经过精心打造的衣橱，关键在于那些能够很好搭配且经久耐用的单品。
A thoughtfully built wardrobe comes down to pieces that mix well and last.
这就是Quince的出色之处。
That's where Quince shines.
优质面料注重日常必需品的设计，穿着舒适自然，并且能随季节更替依然可靠。
Premium fabrics consider design in everyday essentials that feel effortless to wear, and they're dependable as the seasons change.
Quince拥有我钟爱的日常必需品，品质持久耐用。
Quince has everyday essentials I love with quality that lasts.
轻盈的羊绒毛衣、短袖蒙古羊绒Polo衫、100%皮马棉T恤，以及欧洲亚麻混纺针织面料。
Lightweight cashmere sweaters, short sleeve Mongolian cashmere polos, tees in 100% Pima cotton, and European jersey linen.
这些多功能单品，真正让衣橱能够四季皆宜。
These are the versatile pieces that make a wardrobe that actually work season to season.
Quince直接与顶级工厂合作，省去中间商环节，因此你支付的不是品牌溢价或奢华零售店的费用，而是纯粹为高品质服装买单。
Quince works directly with top factories and cuts out the middleman, so you're not paying for brand markup or fancy retail stores, just paying for that quality clothing.
他们只与符合精湛工艺和道德生产严格标准的工厂合作。
And they only partner with factories that meet the rigorous standards for craftsmanship and ethical production.
伙计们，你们听过我之前提到的赢家故事吧？我回家过节时，就是用Quince买了很棒的夹克和毛衣。
Guys, you heard me talk about the winner when I was going home, how I used Quince to get an awesome winner get up their jackets and sweaters when I went home for the holidays.
但我住在佛罗里达，现在该为我的衣橱开启新一季的升级了。
But I live in Florida, so now it's time to start that next evolution of the year for my wardrobe.
我正在查看他们的衬衫。
I'm checking out their shirts.
我正在浏览他们的T恤，他们的网站导航非常有趣，选择多得让人眼花缭乱。
I'm checking out their tees, and their website is super fun to navigate with so many options.
所以你们现在就得去Quince看看。
So you gotta go to Quince and check it out right now.
访问 quince.com/crypto101，享受免费配送和365天无理由退换。
Go to quince.com/crypto101 for free shipping and three hundred and sixty five day returns.
整整一年时间让你打造衣橱并爱上它，你一定会的。
That's a full year to build your wardrobe and love it, and you will.
现在也已在加拿大上线了。
Now available in Canada too.
别再将就那些不耐穿的衣服了。
Don't keep settling for clothes that don't last.
去 quince.com/crypto101，享受免费配送和365天无理由退换。
Go to quince, quince.com/crypto101 for free shipping three hundred and sixty five day returns.
Quince.com/crypto10one。
Quince.com/crypto10one.
好了，各位。
Alright, everybody.
欢迎回到 Crypto 101 播客。
Welcome back to the Crypto one zero one podcast.
这是一种叫 Oil 的模因币。
It is the Memecoin called oil.
就在我们开播前，Brian 刚刚提到了这个。
That's what Brian just said before we went live.
Oil 的价格在几天内就创下了历史新高、崩盘新低、暴涨新高和暴跌新低。
Oil is trading at record highs, record crashes, record rips, record dips, all within a matter of days.
事实上，围绕原油的这三四十个小时的波动，已经让整个市场都为之牵动。
Literally, thirty, forty hours of this volatility around oil has been something that the markets of a whole have been gripped with.
这 again 与宏观环境有关，但我们会详细分析它如何影响加密货币。
Again, it's around the macro environment, but we're gonna break that down and how it affects crypto.
因为在这一波动期间，当原油暴涨后又暴跌时，你可能会以为加密货币也会像其他市场一样，在周日深夜和周一早上出现抛售，但事实并非如此。
Because during this volatility, when oil ripped and then it dipped, you would think that crypto might be selling off as the rest of the market sold off late into Sunday night and Monday morning, but it didn't.
所以我们今天要为大家呈现这些数据。
So we're bringing you the statistics.
我们会告诉你发生了什么，并和我的朋友布莱恩一起进行深入分析。
We're bringing you what happened, and we're breaking it down with my friend Brian today.
我们还准备了大量其他有趣的加密货币相关内容。
We also have a ton of other fun stuff, especially crypto related.
我们会详细讨论币种市值。
We're gonna go over coin market cap.
出现了一些大规模的买入。
There were some massive buys.
MicroStrategy在周一进行了大规模买入。
MicroStrategy with a massive buy on Monday.
BitMine也进行了大规模买入。
BitMine with a massive buy.
我们还有一些关于SolanaETF的数据要分享。
We have some Solana ETF stats we wanna get to.
每天都有更多的美国国家级加密银行成立。
There's more US national crypto banks being made by the day.
大公司正在提起诉讼，你得听听这些情况。
Lawsuits are pending from the big boys for you gotta hear about that.
Kraken与纳斯达克合作，后端还有更多关于AI的讨论。
Kraken partners with the Nasdaq and some more AI talk on the back end.
Brian，我们，我们，我们，什么？
Brian, again, just we, we, we, what?
我们周五直播了。
We went live Friday.
所以，像这样过了四天，我们又有一整份新的清单或摘要，但我们会先从石油开始，我想知道，你最近怎么样，朋友。
So like what, four days and we got a whole nother list or rundown here, but we'll start off with oil, but I want to see, how you are my friend.
感谢你加入我们。
Thank you for joining us.
是的。
Yeah.
新闻一点不少，Tivo，你说得对。
No shortage on news, Tivo, and you nailed it.
我们称之为Memecoin的石油，正是我之前在上线前说过的那样。
The oil we call the Memecoin we call oil is exactly what I said before we jumped on.
你知道，我喜欢沿着投机的思路探讨AI代理、Memecoins或这些波动性资产，因为我们可以快速套利。
And, you know, I love to go down the speculative train talking about, you know, AI Agents or Memecoins or these volatile assets where we can make a quick flip.
我没想到，我只需要关注那个被称为石油的14万亿美元市值，就能抓住某些机会。
Little did I know all I had to do was watch the, what, $140,000,000,000,000 market cap they call oil to catch, certain opportunities.
但我们会为你逐一分析。
But we're gonna break it down for you.
加密世界里总是有一些有趣的新闻。
Always always some interesting news out there in the in the crypto world.
是的。
Yeah.
我的意思是，理解某件事发生的原因并不难，但我们真正想做的是深入探究，揭开它的内幕。
I mean, it's easy to understand why something was going on, but we wanna really lift up under the hood here and dive into it.
显然，伊朗正在发生战争，但这并不是我们今天要讨论的重点，不过它确实从上到下扰乱了市场。
So obviously, there's the war in Iran going on, and that's not what we're here to talk about, but it is disrupting the markets top to bottom.
而最受影响的莫过于石油。
And again, nothing was affected more than oil.
所以，上周末，事情可以说稍微升级了一点。
So over the weekend, things I guess you could say heated up a little bit.
到了周日晚上，期货开盘时，石油价格直接疯狂飙升。
And then what happened going into Sunday night when the future's open is oil just started absolutely ripping face.
抱歉，我说错了。
Sorry, that's the wrong one.
我不想展示那个。
I don't wanna show that one.
另一个在哪儿？
Where's the other one?
在这儿呢。
Here we are.
皇家皇家开始暴涨了。
The Royal Royal started ripping face.
你能看到那个巨大的跳空缺口。
You could see that huge gap up.
我的意思是，从周末，也就是从周五到周日晚上，油价从大约每桶70美元一路飙升，最高一度达到111美元左右。
I mean, we're talking about from the weekend, know, from Friday all the way to Sunday night, went from, you know, about $70 a barrel all the way up to at one point, I believe it hit like a 111.
它触及了那些长长的影线，也就是我们经常提醒要小心的冰球杆形态，一度冲到了120多美元。
It got into those wicks, those giant wicks, the hockey stick that we talk about a lot here to be careful of got into the 1 twenties.
所以这是全球范围内的全面恐慌，虽然我们这里不深入讨论太多，但你知道，油价每上涨一美元，加油站的油价大约就会上涨两美分左右。
And so that's complete panic from kind of a global scale because we won't get into too much here, but, you know, the price of oil, every dollar in oil equates to I think 2¢ at the pump, something like that.
所以这引发了通胀担忧。
So it's it's an inflation worry.
如果这将成为长期趋势，人们就会开始恐慌。
If this is something that's gonna be long term, people start panicking.
而我们在这里看到的情况是，石油市场变成了赌场。
And then obviously, what what we kind of saw here is oil turned into a casino.
所以到了深夜，你看到价格一路飙升到110、120，然后你会想，天啊，这简直是疯狂飙升。
And so late night, you see this rip up into the 1 tens, the 1 twenties, and then, you know, you're like, wow, what an absolute rip.
但就在价格上涨后，第二天就暴跌了。
And then as soon as it it went up, it tumbled down the next day.
波动性从最低点一路冲到最高点，比如111、120，然后又暴跌至84，从昨晚的高点下跌了30%。
And it's just the volatility went all the way down, all the way up, you know, the one eleven, one twenty, and then all the way down to 84, down 30% since last night's highs.
这是从周日到周一的变动。
That's against Sunday into Monday.
背后有无数原因，但从我们的角度来看，最关键的问题是：在这期间，加密货币市场发生了什么？
And there's a a a myriad of reasons for that, but I think the biggest thing from our perspective is kind of looking at this and saying, okay, well what happened to the crypto markets during this?
为此，我们打开CoinMarketCap，但提前剧透一下：加密货币表现强劲。
So for that we'll pull up coin market cap, but spoiler alert, crypto held strong.
事实上，比特币上涨了，整个加密市场也普遍走高。
If anything, Bitcoin was up and and crypto kind of across the board.
在周一之前，主流加密货币都上涨了。
The blue chips were up heading into Monday.
所以股市开盘时，早晨流动性较弱，但期货全线下跌。
So the stock market woke up and there's a light liquidity in the morning, but the futures were all down.
我的意思是，这是一次大规模抛售。
I mean, was a huge sell off.
油价上涨，而股票全面下跌。
Oil's up, stocks were down across the board.
然后我查看了比特币市场，如果你看这一周的走势，这里确实有一点回调，但整体一周来看仍是上涨的，并没有出现抛售。
And then I was looking at at the Bitcoin market and if you're going here on the one week, again, that's a little bit of a dip here, but on the one week we're green and it didn't, it wasn't selling off.
比如这里，我们看看九、十、十一。
Like here's here's let's see nine, ten, 11.
所以我们在周日结束周末，到了周一，我们开始在这里回升，对吧？
So here we were coming out of the weekend on Sunday and then as Monday comes, we're starting to tick up here, right?
所以这完全是相反的走势，非常类似于我们之前讨论的，加密货币和软件股一起下跌，但过去一两周它们显示出相对强势的迹象。
So it was a complete opposite moves very similar to what we've been talking about how, you know, crypto led the way down along with software and then that they've been showing signs of relative strength over the last week or two.
而石油并没有导致市场崩盘。
And oil didn't cut the legs out.
总体而言，本周市场表现相当稳健，但石油市场的交易异常剧烈。
And overall, the markets held up pretty well this week, but it was a wild wild trade in oil.
这简直创下了涨跌幅度百分比的历史纪录。
It was the most like literally it set records for percentage wise for the ups to the downs.
在我交给你之前，布莱恩，我想说的最后一点是，这正是我们之前讨论大宗商品时提到的情况。
And and my final point before I hand it off to you, Brian, is this is exactly what we talked about with commodities.
当我们看到白银、黄金、铜和铀的时候，它就像一个新的赌场。
When we saw silver, when we saw gold, when we saw copper and uranium, it was the new casino.
对吧？
Right?
我们看到白银一天暴涨20%，然后又暴跌30%。
We saw silver ripping, know, 20% a day and then crashing 30% a day.
这些资产的波动性简直成了所谓的新型赌场，人们开始交易期货，结果很容易被反向套住。
The volatility of these things just became quote unquote the new new casino and people start trading futures and you could you could get caught off sides.
你可以通过挤压伽马值，让这些资产疯狂飙升。
You could squeeze these gammas and send these things ripping.
我认为这个周末的石油市场就是这种情况。
And I think that's what we saw in oil this weekend.
这背后是有原因的。
And there's a reason for it.
人们蜂拥而至，自然有他们的理由。
There's a reason why people are running there.
他们试图提前布局宏观局势的变化。
They're trying to front run what's going on in the macro.
但在加密货币方面，你有没有注意到石油交易中有什么特别突出的地方？
But is there anything that stuck out to you crypto wise, the oil trade?
你在过去的三十六个小时里是怎么消化这些信息的？
What how did you digest all that in the last thirty six hours?
是的。
Yeah.
过去三十六到四十八小时真是疯狂。
It's it's been a wild, thirty six to forty eight hours.
具体来说，周日晚上，我觉得比特币的低点大约在66550美元左右。
I mean, specifically Sunday night, I think Bitcoin bottom ticked right around, like, 66, sixty five five, right around there.
我又有了那种感觉：又要来了。
And I I kinda had that feeling in me again, like, here we go again.
你知道，又要迎来一个红色星期一了。
You know, it's gonna be another Red Monday.
我们看到特朗普说，伊朗的战争或紧张局势必须无条件投降。
We got Trump saying that the war in Iran or the tensions without unconditional surrender.
因此，出于显而易见的原因，大家都涌向了石油交易，因为石油正因各种因素——比如航运中断、保险问题等——变成一种稀缺资产。
So everyone started piling into the oil trade for for obvious reasons because, you know, the oil is becoming a scarce asset with, you know, all the, you know, with the straight of hormones and everything along those lines and the insurance of the oil tankers.
但到了周一早上，我们看到比特币市场出现了强势迹象，这说实话让我有点意外，它保持了这种强势，今天表现得相当不错。
But then we wake up on Monday and we see this sign of strength in the Bitcoin market, which was frankly a little surprising to me, held that strength and we've looked pretty good today.
我觉得今天我们的价格一度涨到了71美元左右。
I think we were up to like 71 and change today.
看到整个加密市场如此积极，真的令人鼓舞。
So really encouraging to see the crypto market, the overall crypto market.
我不想说完全不受影响，毕竟周日我们刚经历过，但市场确实维持在我们一直讨论的60到70美元这个窄幅区间内。
I don't wanna say be unaffected because we saw it happen on Sunday, but but kinda just hold this tight range we've been really talking about that 60 to 70 range.
我希望能突破71、72美元并稳定住一段时间，那样我们可能会看向下一个目标价位。
I'd love to see us break out of 71, 72, and hold it for a while, and then we'll probably be looking at some other levels.
但这是当前区间的高位，就像你说的，油价一会儿涨30%，一会儿又跌30%，完全取决于新闻动态。
But this is the high end of the range, and we we like you said, oil is trading 30% up one minute, 30% down, and it's really dependent on what's happening in the news.
我相信我们会稍微聊一下，但特朗普刚刚发表了言论。
I'm sure we'll talk a little bit about it, but we had Trump come out.
我认为就是今天，他说现在他认为战争可能比他预期的更快结束。
I I think it was today where he said that now he thinks the war could be over quicker than he expects.
所以我们真的不知道，但这些评论确实对市场产生了影响。
So we really don't know, but those comments are absolutely affecting the market.
我们本该在原油交易上意识到这一点的。
And we we should have known on this oil trade.
当我们看到加密推特上的每个人、每个模因币交易者、每个加密交易者都在Hyperliquid上大量买入原油期货时，这很可能就是我们一贯所说的反向操作公众情绪的好时机。
When we saw, like, everybody everybody in Crypto Twitter, every Memecoin trader, every Crypto trader around was piling into oil futures on Hyperliquid, you know, that's probably a good time to fade the public like we always said.
是的，你说得对。
So, yeah, you're right.
我们一度触及每桶115美元，现在已跌至84美元。
We we touched 115 a barrel, now we're down to $84.
我不太确定从原油角度来看，接下来市场会走向何方。
And I'm not exactly sure what my gut's telling me where we go from here from an oil standpoint.
你知道，这并不是我的专长。
You know, that's not necessarily my expertise.
市场是，但我昨天就跟你说过这一点。
Markets are, but there's I I mentioned this to you yesterday.
我可能有点偏离主题了，但伊朗在这里有动机维持石油价格高位。
I might I'm going off a little bit off script here, but Iran has, an interest here to keep oil interest oil barrels of oil high.
你知道的吧？
You know?
这几乎是他们的防御机制。
So it's like almost their defense mechanism.
他们从军事上赢不了，我想大家都明白，但他们可能希望油价上涨，让你感到痛苦，从而吸引媒体关注。
They're not gonna win from a military standpoint, and I think everybody knows that, but they probably want the price of oil to hurt you where where, you know, to get the get the headlines out there.
比如，嘿，我们正在支付这么高的价格。
Like, hey, we're paying this much.
你能相信一桶油会涨到150、200美元吗？
Can you believe a barrel of oil is 150, $200?
所以我们正在看到这个重要市场出现大量波动，而且这个市场本身也极其庞大。
So we're we're seeing a lot of volatility in this major market, and it's such a huge market too.
这真让人惊讶。
It's surprising.
所以只是
So just
就这一点来说，我觉得这才是最疯狂的部分。
just to just to lament on that for a second, I think that's the wildest part.
我们经常和你、乔以及Momentum Money Makers一起做很多事，总是提醒人们要小心。
Like, we do a lot of stuff with you and Joe and the Momentum Money Makers, and we're always warning people of, hey, you know, be careful here.
这是一个百万美元市值的项目，我们却在看着它涨到五百万美元市值。
It's a million dollar market cap and we're trying to watch it go to a $5,000,000 market cap.
我们谈论的是数十亿甚至上百亿美元的市值像蹦床一样上下波动。
We're talking about market caps in the billions and billions of dollars that is moving like a yo yo.
这简直太疯狂了。
And it's just insane.
这让我想起去年一月二十五日，当时我们正热炒币圈迷因币热潮，戴夫·波特诺伊还在推特上发Greed One、Greed Two。
That goes to my point is you know, back in in last year in January 25 when we're doing the hype of the Memecoin craze and Dave Portnoy was was tweeting out Greed one, Greed two.
你知道，我们其实心里清楚那是什么东西。
It's like, you know, we we we kinda knew what it was.
对吧？
Right?
那是个模因币赌场，尤其是在Momentum Money Makers群里，有很多获取内幕信息的途径。
It was the Memecoin casino and there was ways to get Alpha, especially in the Momentum Moneymakers group.
但你清楚自己当时签的是什么约。
But you knew what you were kind of signing up for.
你交易的是炒作情绪。
You were trading hype.
而对这件事来说，有很多靠交易这些商品谋生的人，他们并不习惯这种波动性。
And then for this thing, there's tons of people that make a living off of trading these commodities that aren't used to this volatility.
很多人说实话，根本不想看到这类产品出现这种波动，本不该是这样的，但随着时间推移，人们希望获得这些敞口，去交易期权，做这种一周到期、零天到期的期权，而这些伽马挤压简直把价格推上天，太疯狂了。
And a lot of people will be honest, they don't even want, especially this type of volatility for these type of products, it's not meant to be that way, but just over time, people want these exposures to be able to go and trade options and do these, know, one week zero day options and these gamma squeezes just freaking send things to the moon and it's wild.
你能想象谁可能被套在空头里了吗？
Like you can only imagine who, you know, got caught maybe short.
比如，你上周末的时候，很多人说：嘿，我打赌特朗普这个周末会发推文说他干了什么。
Like, you went into the weekend, a ton of people were saying, hey, I bet Trump over the weekend is gonna tweet out what he did.
他最终在昨天周一晚上发了推文，说哦，哦，这将是一场短暂的竞选。
He ended up tweeting that on what yesterday, Monday evening was, oh, oh, this is gonna be a short campaign.
我们基本上已经赢了，你知道的，诸如此类的话。
We've basically already won, you know, yada yada yada.
他每隔一天就吃煎饼。
It's he he pancakes every other day.
就好像，我们会在这里待上一阵子，或者我们已经赢了，这似乎取决于市场的情况。
It's like, hey, we're gonna be in here for a while or we've already won, depending on what the market's doing seemingly.
所以你完全可以想象，很多人在油价达到80、70到80美元左右时纷纷做空，想着：嘿，我赌他在周末发推宣布胜利，让油价回落到60美元。
So you could totally see a bunch of people going up and shorting oil around, you know, whatever the 80, the 70 to 80 level saying, hey, I'm I'm playing for a tweet that's that claims victory over the weekend and deflates this this oil back to 60.
但事情并没有这样发展。
And and that's not what happened.
相反，那边的活动反而更多了。
It went the other way and more, you know, more activity over there.
那些做空的人措手不及，不得不平仓。
And then those shorts got caught off sides and had to cover.
我的意思是，这是唯一能解释这种情况的原因。
I mean, that's the only explanation for this.
我未必完全了解原油期权报告的细节，但要造成这种走势——先是大幅上涨，不到24小时后又暴跌30%，只能是这样。
I I don't necessarily, you know, have the ins and outs of the crude oil report for options, but that that's to get these type of moves, that upside swing and then less than twenty four hours later, a 30% decline.
我的意思是，布赖恩，原油在18小时内就经历了一轮牛市和一轮熊市。
I mean, oil had a bull and a bear market, Brian, in eighteen hours.
我知道。
I know.
那些每天交易原油或大宗商品的人，他们的思维模式和我们不一样。
And the and the people trading oil or commodities on a daily, they're they're not built like us.
他们无法应对40%的回调或40%到50%的暴涨。
They're not ready for those 40% pullbacks in 40 to 50% upswings.
他们的思维方式根本不是这样的。
They they they're not built like that.
有一位交易员。
There's a trader.
有一位交易员，你可能认识，他有周日晚上做空原油的证据。
There's a trader you may know who who, has, has receipts for an 11:00 oil short on Sunday night.
我只是说一下。
I'm just saying.
我只是说一下。
I'm just saying.
是的。
Yeah.
那是真的。
That's that's true.
Tivo昨天给我看了他的操作。
T Tivo showed him to me yesterday.
他说，我当时就说，这波走势真够犀利的。
He's like and I was like, that was, that was a sharp move.
我觉得这正是我之前说的。
I think it's exactly what I said.
我本来可能会告诉你，周日晚上远离这笔交易，因为谁也不知道会发生什么，但Tivo知道。
I would've would have probably told you to stay away from that trade on Sunday night just because who knew what was gonna go what was happening, but, Tivo knew.
我就知道这些。
That's all I know.
我没说，但我喜欢看到我的人赢。
I didn't I didn't tell, but I love to see my guy get some w's.
嘿，你得在这样的市场里找到任何能赢的机会。
Hey, you gotta you gotta find the wins where you can in this market.
市场太难了，但我们现在在CoinMarketCap上，我很喜欢他们为我们提供了布伦特原油的数据显示。
It's super tough, but let's we are on coin market cap right now, and I love that they have the Brent oil there for us to look at.
但我觉得真正酷的是Hyper Liquid是怎么参与进来的。
But I thought really what was really cool is how Hyper Liquid got into the mix.
所以如果我们回到加密货币相关的话题，我们在这档节目中已经多次提到过Hyper Liquid。
So if we move back into crypto specific, we've talked about Hyper Liquid a lot on this show.
他们的交易量惊人，而且上周末原油期货也加入了进来。
The volume that they're doing is unbelievable and the oil futures got into the mix over the weekend.
是的
Yeah.
我的意思是，Hyper Liquid 是我最喜爱的代币之一。
I mean, Hyper Liquid's one of my favorite tokens out there.
我相信任何听《每日简报》的人都不会对此感到意外。
I don't think that's any surprise to anybody that listens to The Rundown.
我经常提到它。
I talk about it quite often.
我一直密切关注它。
I've followed it closely.
如果你在我们的社区里，你知道我已经多次推荐过它。
If you're in our community, you know, I've given it as a call as a handful of times.
我诚实地持续采用美元成本平均法买入，因为这个平台所提供的东西对我来说非常合理——它是一个去中心化平台，让你能够获得黄金、白银、铜，当然还有原油的敞口。
And I honestly continue to continuously dollar cost average in because it makes a lot of sense to me, what the platform, what it offers being that decentralized platform and you can get exposure to gold, silver, copper, and of course oil.
当加密世界和商品市场出现剧烈波动时，人们都会涌向 HyperLiquid。
And when we have these really volatile days in the crypto world and especially in the commodities market, people are running over to Hyperliquid.
他们在做多原油。
They're longing oil.
他们在做空原油。
They're shorting oil.
事实上，如果你持有HYPE代币，你可能根本不在乎它是做多还是做空。
And really, if you own the hype token, you probably don't really care what happens if it goes long or short.
你只想要市场活跃。
You just want action.
你希望这个平台上有大量的交易量，而它是目前最大的去中心化衍生品平台。
You want volume on that platform, and it's the largest decentralized perfs platform around.
所以它表现得非常出色。
So it's absolutely smashing.
因此，我仍然是Hyperliquid的忠实支持者。
So, I'm still a big fan of Hyperliquid.
期货交易量达到了12亿美元。
The futures hit with 1,200,000,000.0 in trading volume.
巨大的数字。
Massive numbers.
我认为在那波白银上涨期间，交易额也达到了数十亿美元。
I I think it was in the billions during that silver push as well.
所以总有一些非常有趣的代币，与其他代币略有不同，但目前在交易量方面，它无疑是排名第一的L1。
So there there's always some really interesting tokens out there that are that are a little bit different than all the other ones, but it it's the number one l one out there right meaning from, trading volume happening right now.
因此，你必须关注Hyperliquid及其动态。
So you have to pay attention to Hyperliquid and what they're doing.
是的。
Yeah.
它引起了大量关注，很多人在留意它，包括亚瑟·海耶斯，他写了一篇关于Hype代币的文章，预测它将在2026年8月涨至150美元。
It's making a lot of noise, and there's a lot of people paying attention to it, including, Arthur Hayes who had an essay on, the hype token, making a call that it's going to 150 by August 2026.
我想我可以点击这里的子栈。
I guess I can click on the sub stack here.
我们可以把这个调出来。
We can pull this up.
可能会请你订阅。
Might ask you to subscribe.
我在想是否
I wonder if
那就是他。
that's him.
滑雪？
Skiing?
是的。
Yeah.
你看到了吗。
You see that.
我的意思是，这真是不错的形态，不管怎样，是的。
I mean, that's great that's great form, which way but, yeah.
这里有一篇有趣的阅读材料。
An interesting read here.
这是一篇关于炒作的看涨帖子，纯粹是炒作。
It's a it's a bull it's a bull a bull post about hype.
我的意思是，文章标题就叫‘炒作大师’。
I mean, it's literally titled it hype man.
这是这篇文章的标题。
It's the it's the title of the article.
我认为，网上有记录显示亚瑟·海耶斯在大约28美元时抛售了一些HYPE，我看到了。
Now I think there's some on chain records of Arthur Hayes selling some hype right around $28 I saw.
我得核实一下这个信息。
I have to verify that.
当然，他可能没有卖出全部持仓，但他对HyperLiquid的论点非常有说服力。
Now I'm sure not all his entire stack, but he makes a very compelling case for hyper liquid.
对此要持保留态度。
Take it with a grain of salt.
你知道的吧？
You know?
我认为，Hype在几个月内达到1.50美元的价格预测是荒谬的。
$1.50 price prediction for hype, in a few months, I believe, is an outrageous prediction.
他确实列出了一些可能实现这一目标的途径。
And and he maps out some ways it could get there.
永远别说永远。
Never say never.
我觉得Hype是一个非常强劲的代币，我目前很喜欢它的走势，我自己也是持有者，所以最终会采用定投策略。
I I think hype is a, really strong token, and I I like the setup for it right now, and I do I I'm a holder, so you end up dollar cost averaging in.
所以，显然我是相信它的。
So, obviously, I'm a believer in it.
亚瑟·海耶斯，让我加入吧，目标是150美元的Hype代币。
Sign me up for a $150 hype, token, Arthur Hayes.
我觉得这条路径是有可能的。
I think there's a path for it.
我认为这是阻力最小的路径吗？或者更准确地说，这是最可能的结果吗？
Do I think that's, the path to least resistance, or should I say that's the most likely outcome?
大概不会。
Probably not.
但我确实认为，它在当前这段时间展现出的活跃程度、作为代币的强劲实力，以及他们持续的建设，都十分明显。
But, but I do think it's it's really showing itself of how much action it's getting in these times, how strong of a token it is, and what they continuously they're building.
他们利用收入进行回购，以支持Hype代币的回购。
They use the revenue buybacks to support, hype hype token buybacks.
这个应用背后有很多有趣的地方，我想我们在上一次复盘时讨论过这个。
So a lot of interesting things behind this app, and I I think this we talked about this on last rundown.
我忘了当时为什么谈到这个，但我们确实在讨论加密领域的应用。
I forget why we were talking about it, but we're talking about apps in crypto.
某些加密应用，你知道的，非常合理。
Certain apps in crypto that, you know, make a lot of sense.
它们能赚钱，而Hype正是少数几个在盈利方面表现非常出色的加密项目之一。
They make money, and this is what this is one of the few cryptos out there that do really well making money.
这是一个非常小众的应用。
They're very niche app.
他们拥有强大的粉丝群体。
They have a strong following.
所以，是的，我认为它还有上涨空间。
So, yes, I do think it could go higher.
我认为它会涨到150吗？
Do I think it could go to a 150?
我可能会在它涨到150之前就卖了，所以我可能根本不会知道。
I'd probably sell before it gets to a 150, so I probably won't even know.
这很棒。
That's great.
对。
Yeah.
我觉得这个代币的一个酷之处在于，我们已经讨论和报道它很久了，不仅在播客里，甚至在那之前社区里就一直在谈。
And and I think a cool thing about this token is it's something that we've talked about and covered for a while, not only on the podcast, but even before that inside the community.
我知道，你们知道，团队在VIP电话会议中提到过，Rohit也在我们的通讯中写过它。
I know, you know, the teams talked about on the VIP calls and and Rohit has written about it in the newsletters, our guy.
所以，如果你对这类你正在屏幕上看到的分析文章感兴趣，这是亚瑟·海耶斯的Substack，但同样别忘了我们的Crypt Nation社区。
So again, if that's something that you're interested getting these type of write ups that you're seeing on the screen, this is Arthur Hayes' Substack, but again, have our Crypt Nation community.
所以如果你感兴趣，往下看看一些链接，以便更深入地参与社区并获得更多与团队接触的机会。
So if you're interested, go down and check out some of the links so you can get more involved with the community and more access to the team.
我再最后调出一次CoinMarketCap，只是为了再次整体回顾一下，看看过去七天的情况。
I'm gonna pull up coin market cap one last time because I just just to overview again, looking at the seven day here.
我们来看一下过去七天的表现。
Let's look at the seven day.
CoinMarketCap前20名上涨了2%，比特币大约上涨了百分之二到二点五，以太坊则接近上涨3%。
The coin market cap 20 is up 2%, Bitcoin about two two and a half, Ethereum kiss kissing against three.
有人涨了6%，看，狗狗币就在那儿。
Somebody's up six here Dogecoin there he is.
传奇啊，真是不可思议，任何参与Dope Suesy的人都表现出了强劲的势头。
Legend the legend unbelievable anybody being anybody being dope suey's got some strength there.
哦，太棒了。
Oh, that's great.
看到这个真好。
That's great to see.
哦，派。
Oh, pie.
给派打个call。
Shout out pie.
Tau，这是我们团队经常讨论的一个话题。
Tau, that's something that our teams talked about a lot.
非常酷。
Very cool.
所以我觉得这里有趣的是，你知道，恐惧与贪婪指数。
So I I I think the cool thing is here, you know, fear and greed index.
再说一遍，如果我们关注加密货币领域——这正是我们在这里讨论的内容，我发现当宏观环境动荡不安时，我们还能保持强劲，这让人耳目一新。
Again, if we go to Crypto specific, which is what we are here and how we've covered this, I find it very refreshing to see us holding strong when there's a lot going on in the macro.
对吧？
Right?
现在有一个巨大的宏观事件正在引发剧烈波动，人们紧张得不得了，而我们却在地毯式轰炸另一个国家，通常这会引发相当大的波动，正如你之前看到的，在石油市场上确实如此。
There's a huge macro event that's creating crazy volatility and people are clenching their pearls while we're carpet bombing, you know, another nation and usually that triggers, you know, a pretty a lot of volatility and it did it in the oil market as you saw earlier.
而我们的波动幅度并没有像其他市场那样大。
And and we didn't fluctuate as much as the rest of the market.
我认为这证明了今年加密货币近期所经历的波动性和负面价格走势。
And I think that's a testament to the volatility and the negative price action that Crypto's had recently this year.
对吧？
Right?
所以，有句老话说，你现在并不和大家坐在同一条船上。
So it's of the old saying, hey, you're not on the same side of the boat as everybody else right now.
如果你在买入加密货币，那你很可能是个逆向投资者。
If anything, if you're buying crypto, you're probably a contrarian.
但同时，卖家那边，任何想卖的人似乎都已经卖了。
But also, know, the sellers see whoever wanted to sell seems to have sold at this point.
如果你在这么大的下行趋势中都不卖，然后市场稳定下来，接着我们爆发第三次世界大战，而你这一周还涨了2.5%，在我看来，这就是一种强势的信号。
If if you're not gonna sell in this huge downdraft and then you're gonna stabilize and then we start World War three and you're up two and a half percent on the week that that's a signal of strength in my eyes.
那关于
What about
是的，这确实是一个强势的信号，感觉大部分卖方已经离场了。
Yeah, it's it's certainly a signal of strength and it does feel like most of the sellers have exited.
现在，还有一些，你知道的，市场上有一些大鲸鱼。
Now, there there are some, you know, there's some big, you know, whales out there.
你可能还能唤醒一些想退出头寸的卖家，同时我们也看到有不少大规模的买入。
There there's you you could probably dust off some sellers that wanna get out of their position, and we've had some massive buys that have come in as well.
比如，我们待会儿可能会聊迈克尔·塞勒和他在Stretch与MicroStrategy的动向。
Like, I think we're gonna talk about Michael Saylor and what he's doing with Stretch and MicroStrategy.
所以我们还看到了一些大规模的买入，我肯定他现在也在大量购入。
So we've also seen some massive buys, and I'm sure he's buying a lot right now as well.
但话虽如此，感觉我们现在正处于这个区间较高的位置。
But with all with all this being said, it it feels like it feels like we're in this higher end of the range.
而且，再次强调，我觉得我们可能会在这个位置停留更久一点，但这感觉就像2025年关税发生的情况。
And, again, I I think we might stay there for a little longer, but there's a this feels like 2025, what happened with tariffs.
对吧？
Right?
比如，特朗普出来发推文，宣布对中国征收100%的关税。
Like, Trump was coming out, tweeting, and moving markets, like, 100% tariffs on China.
哦，对加拿大也征收100%。
Oh, a 100% on Canada.
但两天后他又撤回了，市场会短暂上涨，直到大家对这些推文完全免疫。
And then two days later, he'd withdraw it, and we get a little pump in the market until the market was just immune to, you know, those tweets.
感觉我们以前就见过这种情况。
Feels like we've kind of seen this before.
市场似乎觉得比特币变得更成熟、更理性了，一些卖家已经离场，现在我们只是在那个区间内盘整。
The market feel Bitcoin's become a little bit more grown up and sophisticated, kinda get some of those sellers out, and now we're just holding in that range.
正如我所说，这里有一条路径。
And where I said there's a path here.
我们摆脱了关税壁垒，随后又回升至历史新高。
We got out of that tariff, wall and then pushed back to some all time highs as well.
这里也有一条路径。
There's a path here as well.
从地缘政治角度看，搞定与伊朗的战争，制造一些利好的新闻，通过一项市场结构法案。
Geopolitically, you know, wrap up this war with Iran, get some bullish headlines, sign a market structure bill.
我们可能会再次起飞。
You know, we might be off to the races again.
但我还是觉得，我认为我们还没脱离险境。
But I I still think I I don't think we're out of the woods yet.
你知道的？
You know?
我喜欢我们现在的位置。
Love where we're at.
我喜欢我们处于这个区间的上半部分。
Love love we're in the upper part of this range.
我喜欢高于7万美元的位置。
Love being above 70 k.
我喜欢看到我们收盘价高于72并维持一段时间，但恐怕我们还没完全脱离困境。
I love to see us close, like, above 72 and hold it for a while, but we're probably not out of the woods yet.
我们或许能获得一些头条新闻，但感觉今天还不是最糟糕的一天。
We could probably get some headlines, but it it doesn't feel like the darkest day.
感觉最艰难的时期已经过去了。
It feels like the darkest days are kind of behind us.
现在我们只是在努力站稳脚跟，弄清楚下一步会怎么走。
Now we're just trying to find our footing and and figure out what the next move is gonna be.
是的。
Yeah.
我想值得注意的一点是，在我们深入讨论本周出现的巨鲸、买入和加密货币相关话题之前，还有一个宏观要点。
And I think the one thing to note, one last macro point before we dive into the the whales and the buying and the crypto specific stuff we've seen this week.
我认为你需要讨论的是通胀问题。
I think is a note that you wanna talk about is is inflation.
对吧？
Right?
所以我打开了TruFlation这个数据。
And so I pulled up TruFlation here.
显然，TruFlation的数值一直远低于美联储在传统报告中使用的核心通胀数据。
Obviously, TruFlation has been much lower of a statistic than the core inflation numbers that the Fed has been using in the traditional reporting measures.
所以这也是一个可以讨论的地方。
So that's a, you know, a place for debate as well.
但考虑到油价，虽然它已经从高点回落，但仍远高于三周前的水平，油价可能会迅速推高通胀数据。
But with these oil prices, and again, it's dropped from its high, but it's still much higher than it was you know, three weeks ago is that that oil is something that can creep into the inflation numbers pretty quick.
因此，当你在全球范围内发生类似战争的重大事件时，油价上涨必然会影响通胀数据。
And so when you have a mass, you know, wartime event like this on a global scale, and then obviously oil goes higher, that's going to affect the inflation numbers.
美联储肯定会暂停加息。
You're gonna the Fed is going to absolutely be pausing.
我想我们之前就已经有所预料了，抱歉。
I think we kind of already knew that with with you know, the sorry.
我刚刚收到一条消息。
I got I got a message there.
这让我有点措手不及。
It threw me off.
但我们早就知道， Powell 不会在他任期结束前降息，之后 Warsh 会接任。
But we already knew that with Powell, he's not gonna be, you know, going in and cutting before his terms up, and then Warsh is gonna take over.
但这无疑给美联储不会采取任何行动的决定钉上了最后一颗钉子，尽管数据显示通胀正像石头一样急剧下降。
But I mean, this just puts the nail in the coffin for the Fed's not gonna make a move even though this data is saying inflation's falling like a rock.
当全球局势动荡、油价持续上涨时，美联储根本没有空间进行任何调整。
There there's no wiggle room for any movements when you have so much action going on around the globe and oil prices are rising.
所以，我们不能指望这一点。
So that's that's not something that we can count on.
是的。
Yeah.
说得好。
Well said.
你知道的。
You know.
让我们聊聊最近发生的这些买入行为，因为迈克尔·萨勒尔的买入根本停不下来。
And let's talk a little bit about some of these buys have been happening out there because I got Michael Sailor can't stop.
是的，没错。
Yeah man.
这可以说是他最近以来最大的一笔买入之一。
That I mean this is one of his bigger buys in a while.
我觉得一个有趣的数据显示，他们捕获了当周供应量的5.71%，我看到推文上说，MicroStrategy一直在疯狂买入，他们确实一直这么做，但17,994枚比特币可不是个小数目。
I think a fun stat is they captured, I saw on the tweet there is $5.71 percent of the weekly supply and know, MicroStrategy is hammering, hammering the buy button, which they have been doing, but you know, 17,994 Bitcoin is a large number.
而且他并不是唯一一个，还有节目的常客汤姆·李也买入了另外6万枚，差不多6.1万枚以太坊，价值约1.22亿美元，他们持续在追求所谓的以太坊5%的‘炼金术’。
And then he's not the only one, he's accompanied by friend of the show, Tom Lee buying another 60,000, basically 61,000 ETH for value for a value of a 122,000,000 as they continue to go to the quote unquote alchemy of 5% for Ethereum.
这些都是抄底买入。
These these are dip buys.
这些都是抄底买入。
These are dip buys.
我觉得我们之前已经讨论过一段时间了，每次这些家伙买入时，尤其是当汤姆·李开启Bitmines商店时，这都算得上是新的消息动向。
I think we kind of covered it for a while where we mentioned every single time these guys were buying, especially when, you know, Tom Lee opened up the Bitmines shop and it was a new kind of news flow.
展开剩余字幕（还有 407 条）
然后，你知道，这些买入行为变得越来越小，而且你知道，如果他们只是在做普通的美元成本平均法，我并不觉得每周都值得报道。
And then, you know, definitely the buys, got a little bit smaller and smaller, and, you know, you know, I didn't find it was, like, newsworthy every week if they're just kind of doing a little dollar cost averaging.
但这些才是真正该拿出锤子、趁低买入的时候。
But the these were kind of get out the hammer and do some dip buying.
是的。
Yeah.
对，没错。
And yeah.
我想知道，这和Sailor持有的那支在纳斯达克上市的永续优先股有多少关系？
How much I wonder has this to do with that stretch, which is, that Nasdaq listed, perpetual preferred stretch stock that Sailor has.
我们在聊天的时候，我特意去查了一下。
And I did look it up while we were talking.
我只是对这个感到好奇。
I was just curious about that.
它们有股息，所以本质上每股价格目标大约在100美元左右，同时还附带股息。
They have a dividend, So it's essentially a price target right around $100 per stock, and then they have a dividend.
我认为股息率大概是11.5%。
And I think the dividend rate's like 11.5%.
所以你每个月都会收到这些股息的现金。
So you'll get paid cash on these dividends every month.
我觉得第一次派息是在15号。
I think the first payout's on the fifteenth.
哦，是的。
Oh yeah.
超级产油者。
Super producer.
对。
Yeah.
15号。
The fifteenth.
我很想知道这会对他的买入产生怎样的影响。
So interested to see kinda how this is gonna affect, you know, his buys.
但我查了一下，看看这12.8亿美元中有多少来自追加投资，结果显示有3.77亿美元来自追加股份。
But I looked it up to see how many how much of this 1,280,000,000.00 came from the stretch, and it says $377,000,000 came from the stretch shares.
所以，仅这单轮融资就带来了5300个比特币。
So, 5,300 Bitcoin alone came from this single raise.
我很期待看到这一趋势如何继续发展。
So excited to see how this continues to develop.
我的意思是，不管你喜不喜欢他，他做的事情确实了不起。
I mean, love him or hate him, what he does.
Sailor始终坚持买入比特币、筹集更多资金、继续买入比特币，并不断寻找新的方式来购买更多比特币。
Sailor sticks to buying Bitcoin, raising more money, buying more Bitcoin, figuring out another way to buy more Bitcoin.
而且它的价格一直在上涨。
And it's it's it's it's up.
我认为这正是我们看到比特币波动性没那么大，但整个加密市场却波动剧烈的一个重要原因。
And and I I think this is a big reason that we haven't seen as much volatility in Bitcoin, but we've seen it across the entire crypto market.
不仅仅是比特币在飙升。
It's not just Bitcoin that's soaring.
所以目前加密市场很有韧性，但看到这5000个比特币是通过这些股份购买的，而股息在每月15号发放，这非常有趣。
So there's strength in the crypto market right now, but this is this is very interesting to see that, you know, 5,000 Bitcoin were bought you through these shares, and, the dividend rate gets paid out on the fifteenth.
我想知道这会对stretch股份产生什么影响。
I wonder how how that's gonna affect the the stretch, shares.
所以人们会在股息发放后卖出，还是会继续持有？
So people are gonna sell after the dividend or they get hold onto it.
这只是我一直在关注的一件事。
Just something I'm kind of keeping some tabs on.
不，这真的非常值得观察。
No, it really is fascinating to watch.
再说一遍，我把这称为金融炼金术，对吧？
Again, I I call it financial alchemy, right?
创造这些金融产品。
Of of creating these products.
社区里，甚至整个金融界，对Sailor在那边的做法都有很多热议，确实非常引人注目。
A lot of hot takes around the community and just in finance as well, not only the crypto community around what Sailor's doing over there, it is quite fascinating.
有时候理解起来有点困难。
Sometimes it's a little hard to understand.
这正是有些人争论的观点，他们说：我不懂，所以我没法投资。
And that's kind of the argument of some people is like, hey, I don't understand it so I can't invest in it.
但有人非常喜欢，而且显然有很多策略爱好者，我们之前也聊过，今年早些时候那些更艰难的时期，策略股一度重新成为前五大做空股票之一。
But there's people that love it and there's obviously huge strategy fans and we kind of talked about how strategy during this the kind of bloodier days of this year you know, became you know, one of the top five, you know, shorted stocks again.
所以，这总是同一类交易：当加密货币暴涨时，就像我们之前谈过的石油，空头回补，股票价格也因此可能被推高。
So, know, that's always, you know, that same side of the boat trade and you get a crypto rip and then, you know, same thing we talked about oil, short start covering and you know, that's how stock prices can kind of squeeze to the upside as well.
我们有一阵子没聊过Solana了，但这种情况即将改变，因为我们刚邀请了节目好友马克斯·卡普兰。
We haven't talked about Solana in a while and that's going to change in many ways because we just had on friend of the show, Max Kaplan.
我们今天刚对他做了一次采访。
We just did an interview with him today.
这个采访几周后会发布。
That'll come out in a couple weeks.
他是Sol Strategies的首席投资官，这家公司也是一家上市公司。
He's the CIO of Sol Strategies, which is a publicly traded company as well.
但我和我们还安排了来自Solana基金会的其他人在本月底做客。
But I and we have somebody else from the Solana Foundation scheduled to come on later this month.
所以回到Solana，我们并没有忘记它。
So circling back to Solana, we haven't forgot about it.
但价格走势以及其他方面都不太理想，不过关于ETF有一些有趣的数据。
But the price action along with everything else hasn't been good, but some interesting data around the ETF.
尽管Solana自其ETF推出以来下跌了57%，但有趣的是谁还在坚持持有并积累，我们的朋友来自彭博情报整理了这些数据，发现大量加密投资公司和做市商都在其中。
So even though Solana is down 57% since their ETFs launched, It's really interesting to see who's kind of been holding on and accumulating and our friends over at Bloomberg Intelligence put this together and it's a ton of crypto investment firms and market makers.
所以这很合理，尤其是作为做市商，你必须确保有充足的供应。
So it makes sense, you want they're gonna want, especially if you're a market maker, you got to have the supply.
但我认为这充分展现了他们对未来规划的坚定信念。
But I think it just kind of, it shows a lot of conviction from their parts of like, planning for the future.
这类项目和买入行为并不是为了短期交易，对吧？
These type of programs and buys aren't for quick trades, right?
他们是在为长期持有而积累，对于做市商而言，则是为了开发不同类型的产品和服务，促进这一产品和代币的流通。
They're accumulating for long term holds and for market makers specifically for different types of products and offerings and facilitating of of this product and coin.
所以我认为这是一个好迹象，这也符合我们过去几周多次讨论的主题：散户迟早会回来，而机构和投资公司会在低位吸纳，在高位卖出。
So I think it's it's a good sign and and kind of sticks to the theme that we've talked about many a times over the last couple weeks is like, hey, retail will be back and institutions and investment firms gather stuff up on the low and they sell at the high.
因此，看到并持续看到这种积累行为，我认为对Solana来说是一个长期的积极信号。
So, kind of seeing this and continue to see this accumulation, I think is a long term good sign for Solana.
而且，显然，那些短期投机者已经不再出现了。
And and you know, obviously the tourists are not around anymore.
是的。
Yeah.
我的意思是，没错，你说到点子上了。
I mean, yeah, you nailed it.
我们经常提到这一点。
We say we we talk about it all the time.
我们非常看好Solana及其所做的事情，目前有很多大型机构在布局Solana，感觉散户确实已经退出了一些，但机构、大银行和聪明钱仍在低位持续加仓。
I mean, we're big fans of Solana and what they're doing, and these are some major firms out there with Solana exposure, and it does feel like, you know, retail's left a little bit, but, you know, the the institutions, the big banks, the smart money is continuing to add their add to their bag on the low.
如果他们担心加密货币已经死亡，或者被那些每天都能看到的标题党新闻吓到，他们是不会这样做的。
So I don't think they would be doing this if if they're worried that Crypto's dead or any any of those, clickbait headlines that we see on a daily.
确实有一些聪明资金正在涌入我们最喜欢的某些代币。
There's certainly some smart money piling into, some of our favorite tokens.
是的。
Yep.
今天也有很多聪明人加入我们。
And a lot of smart people joining us today.
人数不算多，但非常活跃。
Not a huge crew, but a very active crew.
我们这里有Deborah、Trinity、Grant、Yolo、CJE和Kevin Stanley在聊天。
We've got Deborah, Trinity, Grant is here, Yolo, CJE, and Kevin Stanley in the chat.
好久没看到Kevin Stanley了。
Haven't seen Kevin Stanley in a while.
Kevin Stanley在问关于‘Punch the Monkey’的事。
Kevin Stanley's asking about punch the monkey, man.
Punch。
Punch.
我希望他是个Punch建议的忠实粉丝。
I hope he got he was a big fan of the punch call.
他真的很喜欢那个6倍的收益。
He really enjoyed that six x.
所以他想知道我们还有没有更多的上涨空间。
So he's wondering if we have any more upper pockets.
而且你永远说不准。
And and you never know.
你得周五准时收听，Kevin。
You're gonna have to tune in Friday, Kevin.
这是一次宏观行情回顾。
This is a macro rundown.
周五我们将推出膜币特辑。
Friday is gonna be our Memecoin special.
不仅我们会邀请Brian，还会邀请Joe。
Not only are we going to have Brian, we're going to have Joe.
我们有一阵子没请乔来了，这次一定得让他上。
We haven't had Joe on in a while, so that one will do.
我们先做个简单的常规行情回顾，但周五下午才是重头戏——动能造富盛宴。
We'll start off with a little real regular rundown up top, but it'll be the momentum moneymaker spectacular Friday afternoon.
你一定要收看这场直播。
So you're going to want to tune in for that.
我周四就把落地页做好，但我们会和所有人一起在周五下午正式发布。
I'll get that landing page up on Thursday, but we're gonna do that Friday afternoon with everybody.
有些非常酷的消息。
Some really cool news.
我再说一遍，我们真的没想到Kraken会成为美国首家国家级加密银行。
I I again, we were shocked that Kraken was the first national US crypto bank.
还有更多消息要来了，伙计。
There's more coming, man.
这里正形成雪球效应。
It's snowball effect here.
天哪。
Holy cow.
Crypto.com。
Crypto.com.
我和布莱恩刚刚做了一个关于信用卡的回顾视频。
The crow, we we we just Brian and I made a Brian and I made a credit card recap video.
我们基本上整理了所有提供信用卡奖励或加密货币信用卡奖励的平台。
So we took basically all the people that offer credit card rewards or crypto credit card rewards.
比如 Gemini、Robinhood、Coinbase，我们也把 Crypto.com 加了进去。
So it was, you know, Gemini, Robinhood, Coinbase, and we threw in crypto.com as well.
这个视频本周末就会发布，如果有人对信用卡奖励感兴趣的话。
So that video is gonna be going out this weekend if anybody's interested in credit card rewards.
内容非常全面。
It's a big breakdown.
时长大概有三十分钟。
It's like thirty minutes long.
我们深入研究了所有内容。
We really dove into it all.
但Crypto.com获得了美国国家加密银行的批准，Brian。
But crypto.com coming out on top with a national US crypto bank approval, Brian.
我觉得这个标题太棒了。
I I think I love this headline.
这对Crypto.com来说太棒了。
This is amazing for crypto.com.
这对加密行业来说很棒，但我觉得我们在教程中都把信用卡给贬低了。
It's amazing for the crypto industry, but I feel like we both kinda body bagged the credit card during the tutorial.
我知道剧透了。
I know spoilers.
你得来看一下。
You gotta tune in.
不过，也许它真的适合你。
Maybe it could be right for you, though.
这对我们来说并不理想。
It's not great for us.
这可能是我的一些听众会喜欢 crypto.com 的原因。
It could be what my one of the listeners might love crypto.com.
确实如此。
That's true.
非常对。
That is very true.
我们并没有只是把它抛在一边不管。
We we we didn't just we didn't throw it under the bus.
我们只是说，它不适合我们，但可能适合合适的人。
We just said, hey, it wasn't right for us, but might be right for the right person.
所以你得去看看。
So you gotta check that out.
但这一点可能稍微改变了我们的语气。
But, this this maybe would have changed our tone slightly.
谁想得到呢？
Who knew?
Crypto.com 一直暗中准备着这一招。
Crypto.com had this up their sleeves the entire time.
我要说，我们所有人都以为，你获得的奖励是CRO代币，然后我们想，唉，你知道的，现在看看CRO代币，这可是官方的美国加密银行代币。
I will say, I think we all kind we were like, oh, you get the rewards in the CRO token, and we're like, ah, well, you know, like, now look look look at the CRO token, an official US crypto bank token.
今天的感觉比昨天强多了。
Feels feels a lot stronger today than it did yesterday.
我我
I I
我不知道现在价格是多少。
don't know what the price is.
现在6%的CRO代币返利，比我们录那个视频的时候好多了。
6% back on CRO token seems a lot better today than when we recorded that video.
这周晚些时候，频道上会发布一个非常有趣、超棒的视频。
So a fun a fun super awesome video coming out on the channel later this week.
记得关注这个。
Tune in for that.
但我是说，是的。
But I yeah.
所以，Crypto.com 加入了 Kraken，但这还不是全部。
So so crypto.com joins Kraken, but that's not where it ends.
因为接着我看到了这个，我得把这个链接调出来。
Cause then I I saw this, I gotta pull up this link.
我们开播的时候刚看到这个，是的。
I just saw this right when we went live is yeah.
这现在是反向趋势了。
This is now is now counter trend.
Kraken 正在获得它。
Kraken's getting it.
Crypto.com 也在获得它。
Crypto.com's getting it.
好吧，Jamie Crypto Diamond、高盛以及这些人都想开始提起诉讼。
Well, Jamie Crypto Diamond, Goldman Sachs and all these guys want to start suing.
他们想阻止它。
They want to block it.
他们不想要加密银行牌照。
They don't want they don't want crypto bank license.
这不公平。
That's not that's not fair.
如果你想当银行，那就当银行吧。
If you want to be a bank, be a bank.
你知道，Jamie只是在哭闹。
You know, it's it's Jamie's just crying.
他还在自己的那点 spilled milk 里继续哭。
He continues to cry in his own little spilled milk.
这正是他所说的。
That's, it's exactly what he said.
什么？就在一周前或几天前，他还说，如果这些加密公司想当银行，那就去当银行吧。
What, like a week ago or just a few days ago when he goes, if these crypto companies want to be a bank, then be a bank.
现在他们真的在采取这些步骤了，而他却完全慌了。
And now they're taking those steps and he's he's all jammed up.
他说，如果你想当银行，那就去当银行。
He's like, if you want to be a bank, be a bank.
他们成了银行，而他现在却要起诉他们。
They become banks, and he's now he's gonna sue them.
这就像是，我从来没这么说过，但我曾经见过类似的事情发生。
It's like it's like if, I've never said this, but I saw this happen to somebody once.
我当时只是个旁观者，但记得有一次在加油站，有个人说：‘嘿，你是不是想出去单挑？’
I was a bystander, but I remember seeing this individual in a gas station once was like, Hey, buh buh buh, you wanna take this outside?
他有点被吓到了，而对方直接看着他，说：‘好啊。’
He's, like, kind of a little threatened, and the guy looks right over to the guy and goes, Yeah.
他放下饮料，走向门外，但另一个家伙根本不想掺和。
Puts down his drink and starts walking outside, and the other guy didn't wanna have any piece of it.
这正是它的本质。
That's exactly what it is.
他早就料到了。
He called his shot.
杰米·戴蒙问他们是否想出去打一架，而加密公司们却在门口为他敞开大门，试图把他引出去对决。
Jamie Diamond asked asked if they wanted to take this outside and fight, and the crypto companies were like, they're holding the door for him, trying to get him out the trying to get him out to fight him.
所以，这又是一条重大新闻。
So, again, pretty big news here.
尽管我们目前仍在窄幅震荡，还沾沾自喜地说涨了2%，感觉不错。
Even though we're trading in this tight channel and, you know, we're we're bragging about up 2% and, you know, feeling good.
归根结底，加密领域正在发生真正重大的新闻——它如何与银行融合，事物如何开始真正发展，这应该让每个人感到非常乐观，即使它今天尚未直接改变价格。
At the end of the day, this is just really big news happening in the crypto space, how it's integrating with banks, how how things are really just starting to develop, and it should make everyone feel very bullish, even though it might not be directly, changing the price as as of today.
这就是我们正在构建的基础设施。
This is what this is the rails we're building.
这就是我们正在创造的未来，看到这些新闻每天持续不断传来，真是太棒了。
This is the future that we're building, and it's great to see that these headlines continuously roll in every single day.
是的
Yeah.
所以，一方面，旧势力不愿意改变，不希望有竞争，试图通过诉讼、设阻和筑起壁垒来阻止这一切。
So one side of, you know, the old guard is doesn't want the change, doesn't want the competition and you know, is trying to sue and stop and put up walls and barriers.
而另一方面，也有一些成功的所谓旧势力公司，比如这里的纳斯达克，正在选择合作。
And then there's another side of the coin where, know, there's some successful, you know, old guard quote unquote type of companies like the Nasdaq here that are partnering.
纳斯达克与Kraken合作，开展24小时全天候的代币化股票交易。
So Nasdaq partners with Kraken to to do twenty four seven tokenized stock trading.
因此，有些人正在积极跟进，努力合作，站在这一浪潮的前沿，而有些人则试图阻止它。
So there's people that are running with it and trying to partner and trying to to, you know, be on the forefront of this and there's people that are trying to stop it.
而且，再次强调，我个人无法代表他们发言。
And and again, we I personally can't speak.
我并不在高盛或摩根大通内部工作。
I don't work inside of Goldman Sachs and and JPMorgan.
我猜测，他们更倾向于不会抗拒这类产品的开发。
My guess would be they're less along the lines of not wanting to do this type of products.
他们正在试图打造自己的系统。
They're trying to build their own.
他们想围绕代币化筑起护城河。
They wanna build the moat around tokenization.
还记得吉米·戴蒙的那个片段吗？
Because remember that clip from Jamie Dimon?
他哭了。
He was crying.
你想要当一家银行吗？
He was, you wanna be a bank?
那就当银行吧。
Be a bank.
他们擦掉了他的眼泪，他却说：我们喜欢加密货币。
He's and they wiped his tears, and he's just like he's like, well, we love we love crypto.
我们喜欢区块链。
We love blockchain.
我们一直在使用区块链。
We've been using blockchain forever.
我们正在开发。
We're building.
所以他就哭着说不想这么做。
So it's like he cries and says he doesn't wanna do it.
你知道，他不喜欢这些事发生，然后又说，我们喜欢加密货币。
You know, he doesn't like this stuff going on and then oh, we love crypto.
我们喜欢区块链。
We love blockchain.
我们实际上在开发产品。
We're actually building products.
所以，你知道，在爱情和战争中一切皆可，尤其是在银行界，这是一门肮脏的生意。
So, you know, all is fair and love and war and it's a dirty business out there, especially in the banks.
所以即使你看到那些头条新闻，觉得他们害怕加密货币。
So it feels even even though you might see those headlines and say, oh, they're scared of crypto.
他们不想，你知道的，去采用。
They don't wanna, you know, adopt.
我觉得实际上他们已经在采用了。
I I think it's actually they are adopting.
他们在开发自己的产品，但在这方面稍微落后了。
They're building their own products, but they're a little behind the curve here.
所以这是一种策略，比如，我们要不要合作？
So it's kind of the strategy of, hey, are we gonna partner?
纳斯达克会和Kraken合作吗？
Is Nat like a Nasdaq partnering with Kraken?
Robinhood会和Arbitrum合作吗？
A Robin Hood partnering with Arbitrum?
或者，你知道的，你是想全部自己搞，但你现在环顾四周，发现自己有点落后了，于是就开始到处提起诉讼，试图阻止别人。
Or, you know, are you just trying to build everything in house, but, know, now you're looking around, you're a little behind the curve, and and so you just throwing lawsuits left and right to try to stop people.
如果我是一名在观赛台上的进攻协调员，而不是在场上亲自叫战术的话，这就是我对这个领域的看法。
It's kind of that's kind of my look at the field if I was an offensive coordinator up in the booth instead of being necessarily on the field calling plays.
是的。
Yeah.
这个观点提得很好。
That's a great call out.
而且看到这些头条新闻，Tivo，我反过来问你一个问题。
And with all these headlines here, Tivo, gonna throw a question back at you.
哇。
Whoo.
你觉得这是中性的吗？
Do you do you think this is do you think this is neutral?
你觉得这对《清晰法案》和市场结构法案是整体利好的吗？因为我们正开始看到更多合作与伙伴关系，还是说这些其实彼此完全独立？
Do you think this is net bullish for the Clarity Act in the market structure bill that, you know, we're starting to see more collaborations, more partnerships, or is it just like, you know, these are so independent of each other?
因为，银行并不愿意为持有加密货币支付收益。
Because, I mean, banks, they don't want to pay yield on holding crypto.
但加密公司却希望获得这种收益。
Crypto companies want that.
这里有一条非常清晰的界限。
That's such a clear line here.
但我们已经看到白宫和特朗普某种程度上站到了这些加密公司一边，而现在我们又开始看到更大的头条新闻，关于
But we're now we've seen the White House and Trump kinda take a side with these crypto companies, but now we're see starting to see even bigger headlines here with
嗯，你得记住，特洛伊。
Well, you gotta remember, Troy.
我的意思是，特朗普家族的整体业务现在已经成为一家加密公司，World Liberty正在飞速发展。
I mean, the Trump family business as a whole is a crypto company now with World Liberty flying away.
对吧？
Right?
不一定是现任总统，而是他的儿子。
Not necessarily the sitting president, but his son.
是的。
So, yeah.
我认为我仍然坚持我的观点。
I think that I I think I I still stand.
我们之前讨论过这个。
We talked about this.
我不记得是上一期还是上两期了。
I can't remember if was a show or two shows ago.
我觉得它会被通过，但我们还不知道里面会包含什么内容。
It's I think it's gonna get passed, but it's we just don't know what's gonna be in it.
现在很难说这到底是看涨还是看跌。
And it's hard to say right at this moment if that's gonna be, you know, bullish or not.
它必须通过，我们得看到这个法案的具体内容。
It's gotta get passed and we gotta see the actual bones of this thing.
对于任何来自华盛顿的法案都是如此。
And that's with any, you know, thing that comes out of DC.
这些法案通过时往往只突出一两件事，但法案里面实际上有上百项条款，你知道的。
These these bills get passed and they they kinda highlight one or two things, but inside the bill is a 100 line items, know.
所以它确实被拖延了。
And so it just it's definitely gotten held up.
有很多人，有很多游说活动。
There's a lot of people, a lot of lobbying.
银行，我知道，肯定是华盛顿整个游说团体中最大的一批之一。
The banks, know, I'm sure are one of the biggest lobbyists in the, you know, in DC as a whole.
所以银行希望有一些东西，加密公司也希望有一些东西，政府似乎也想要一些东西。
So they want some things, the crypto firms want some things, the administration seems to want some things.
所以我认为，总的来说，这个消息并没有什么新意，和以前一样。
So I don't I think this news overall is just it's what it's been.
基本面一直很强，但价格走势却没有跟上。
The fundamentals have been strong, the price action hasn't followed.
所以再次强调，你得自己做研究，而研究的一部分就是收听《加密货币101》播客。
So again, you got to do your research and and part of the research is the Crypto one zero one podcast.
这是YouTube上的内容。
It's the YouTube.
这是播客。
It's the podcast.
如果你想获取更多内容，就必须深入社区，获取报告，与团队合作并参加VIP通话。
And if you want more, you got to dive inside the community to get the reports and, you know, work with the team and the VIP calls.
因为这才是你过滤噪音的方式。
Cause that's how you kind of parse through the noise.
噪音很多，你得努力找到真正的信号。
There's a lot of noise and you got to try and find the signal.
我认为，这就是我们为社区尽力做到的事情。
And I think that's what you know, we try to do our best for the community.
你必须继续沿着这条路走下去，因为基本面是存在的。
And you just got to continue on that path because the fundamentals are there.
基本面是存在的。
The fundamentals are there.
这让我非常看涨，但我不能啊。
So that makes me super bullish, but I can't yeah.
我无法假装知道《清晰法案》最终版本里会包含什么。
I'm not I can't pretend to know what's gonna be in that final version of the Clarity Act.
如果有人在播客上谈论这件事，却不在华盛顿参与起草，那我认为他们在对你个人撒谎，直到我们真正看到它为止。
And if anybody can that's on a podcast and isn't in DC writing, it is, I think, lying to you personally until we actually see it.
是的。
Yeah.
不。
No.
这个观点非常到位。
That it's that's a really good take.
我认为这里的关键在于，基本面比以往任何时候都更强劲。
And I think I think the point to be taken here is fundamentally things are stronger than ever.
价格走势正在按其方式发展，但我们应该能更快地摆脱这种局面。
The price action is is doing what it's doing, but we should be able to get out of it sooner rather than later.
看起来我们聊天室里有一位来自印度的朋友。
Does look like we've got, we got somebody in the chat here from India.
我们遍布全球，因为这就是
We're all over the world because that's That
那可能是
might that might be
第一次。
a first.
我知道，因为我们经常收到英国观众的参与。
I know, because we get a lot of representation from The UK.
还有其他一些国家，我总是特别高兴看到来自世界各地的人们收听布莱恩和蒂沃的市场回顾。
There's a few other countries out there, and I'll I'm always loving it when people from, like, other countries or across the world are turn tuning into Brian and Tivo for the for the market rundown.
我的意思是，这是唯一该待的地方，但真的很棒。
Mean, it's it's the only place to be, but, love to see it.
我都不想试着去念那个名字了，但这太棒了。
I I don't even wanna try to mispronounce that name, but that's so amazing.
我们这里所有州都开始面临液化石油气短缺的问题。
We started facing LPG shortage here in all the states in India.
来自印度的问候。
Love from India.
嘿，各位。
Hey, boys.
太棒了，我喜欢。
Love that's awesome.
我的意思是，我们确实。
I mean, we yeah.
我们有英国。
We got The UK.
我们有过新西兰。
We got, we've had New Zealand.
我们有过地球另一端的澳大利亚。
We've had Australia on the other side of the globe.
我觉得我们有过夏威夷。
I think we've had Hawaii.
我们有过加拿大。
We've had Canada.
难以置信。
Unbelievable.
我们需要制作一张地图，在地图上标记出聊天中的每个人，看看能否把所有人都覆盖到。
We need to create a map and start checking off people in the chat on the map and see if we can get them all.
印度是第一次。
India is a first.
非常感谢你们的观看。
Thank you so much for tuning in.
我们真的很喜欢。
We really love it.
如果你是新来的，这是你第一次偶然发现我们的节目，请点个赞。
And if you're new here, this is one of the first times you stumbled upon, give it a like.
这真的很有帮助。
It really helps.
然后在右下角，点击我们标志下方的订阅按钮，这样你就可以回来和我们一起了。
And then on the bottom right, give us subscribe on the bottom right there on our logo so you can come back and join us.
但请告诉十位、二十位、五十位在印度的朋友来收听。
But please tell ten, twenty, 50 friends in India to tune in.
我们非常希望世界各地更多人加入加密资讯简报。
We'd love to have more of everybody around the world join in on the Crypto Rundown.
这真的很酷。
That is really cool.
但继续往下说，我们还有很多关于AI代理的讨论。
But moving on, we've got a lot more AI agent talk.
这是你非常热衷的话题，我们上周已经讨论过，但币安的布莱恩·阿姆斯特朗最近也提到了一些相关内容。
This is something that you're really passionate about and we covered last week, but Brian Armstrong from Coinbase teeing something up around it.
是的。
Yeah.
我的意思是，你可以直接往下滚动，看到这个截图。
I mean, this is You can actually scan to the bottom here and just see the screenshot.
你可以看到CZ和布莱恩·阿姆斯特朗的推文。
You can see this tweets from CZ and Brian Armstrong.
我们经常谈论这个话题，周五可能还会继续深入讨论，所以我也不想占太多节目时间。
So we talk about this a lot and we're gonna probably talk about it a lot more on Friday, so I don't wanna take up too much of the show.
但AI与加密货币的融合已经到来。
But the integration of AI and crypto is here.
这些AI代理正在成为这个领域真正的经济参与者。
These AI agents are becoming real economic actors in the space.
我们看到Brian Armstrong表示，AI代理很快可能执行的交易量将超过人类。
So we got Brian Armstrong saying that AI agents could soon execute more transactions than humans.
加密钱包使它们能够参与这个链上经济。
Crypto wallets enable them to participate on this on chain economy.
我早就一直在强调这一点了。
I have been preaching that for long and long a long time now.
接着CZ也加入了讨论，说AI代理的支付次数将比人类多出一百万倍。
And then we have CZ chiming in, talking about AI agents will make 1,000,000 times more payments than humans.
甚至还有件事，我想可能是在这个节目里，或者在我们的某一封通讯里提到过。
And there's even something I I think it was on this show or maybe on one of our newsletters.
我跟乔说过这个。
I was saying it to Joe.
我们当时有点开玩笑地说，但确实感觉加密货币是为机器人而不是人类设计的。
I we're kinda saying it tongue in cheek, but it did feel like crypto was made for robots and not humans.
当然，这对我们的区块链应用来说非常棒，但AI与加密货币的融合正在以前所未有的速度推进。
Now, obviously, it's great for what we do and what we want with the blockchain u utilization, but this integration of AI and crypto is happening faster than ever.
我们正看到越来越多的重大合作出现。
And we're just seeing major partnerships out there.
就在过去几天，Coinbase推出了他们的智能代理钱包。
So in just the past couple days, saw Coinbase launch their Agenic wallets.
我们看到币安推出了AI代理技能。
We saw Binance introducing AI agent skills.
OKX正在开发代理钱包工具。
OKX is building agent wallet tools.
Crypto.com推出了代理密钥，Dune则开放了一个NCNCP服务器，允许代理访问超过一百条区块链的链上数据。
Crypto.com introduced the agent key, and Dune is opening up an n c NCP server that allows agents to access on chain data to more than a 100 blockchains.
就连NFT平台OpenSea也做出了调整，希望代理能够介入，评估NFT的趋势和定价。
Heck, even OpenSea, the NFT platform, made an adjustment where they want agents to come in and be able to evaluate trends with NFTs and pricing.
所以，AI代理与加密货币的世界已经到来。
So the AI Agents crypto world is here.
一年前我们曾短暂见证过这一幕，当时简直太震撼了，但后来势头渐渐减弱了。
We had a flash of this a year ago, and it was absolutely epic, but it kind of ran out of steam.
但这次真的感觉AI代理加密2.0已经扎根，而且引发了巨大关注。
But this really feels like this AI Agents crypto two point zero is here to stay, and it's getting a ton of hype.
这正是我非常热衷的领域，就像你所说的那样。
And it's something I'm really passionate about, like you said.
是的，所以我调出了这张第二张图表。
Yeah, so I pulled up this second chart.
这是来自Milk Road朋友们的一条转推，关于AI代理的市场规模，他们大致从2025年到2030年做了个预测。
It was a quote tweet from our friends over at Milk Road, just around AI Agents market size, and they kinda just you know, strappled it out from 2025 to 2030 here.
值得一看。
You know, something to look.
我的意思是，这是每个人都在预测的。
I mean, it's what everybody's predicting.
这显然是一种同向的预测。
It definitely seems like it is a same side of the boat type of prediction.
所以我认为没人真正知道它会是什么样子。
So I don't think anybody really knows what it's gonna look like.
我认为我们也不敢说完全了解，但它的进展速度如此之快，我们必须关注并学习它。
I don't think we claim to know, but it's going at such a rapid pace right now that you have to cover it and you have to learn about it.
而且我觉得你对这个话题非常热情，乔也很有见解。
And I think you're really passionate about it and Joe and knowledgeable as well.
所以，我认为我们会持续在节目中提到这个话题，努力普及相关知识。
So, you know, I think it's something that we'll keep bringing up on this show and trying to educate.
而且我们之前也提过，上星期五我们做了一个关于它的大段内容。
And again, we kind of said it, we did a big segment on it, what Friday?
当时我们说，如果有人对这个特别感兴趣，就在评论区告诉我们，我们可以尝试多做些相关内容，或者每几周专门做一期，就像我们做预测市场那样。
And we're like, if anybody's really interested in this, let us know in the comments and we can try and cover it more or do a separate show around it once every couple of weeks or something, kind like we do with prediction markets.
所以如果你对这个非常感兴趣，请告诉我们。
So let us know if you're super interested in that.
但我看到Meta收购了Malt Book，而Malt Book正是最早一批为AI代理打造的社交网络，所有代理都在里面互相交流，对吧？
But I saw this Meta acquired Malt Book and so what Malt Book was one of those first ever social networks for AI Agents and they were all in there communicating with each other, right?
是的。
Yeah.
Meta确实就是这样做的。
Meta comes Yeah, that's exactly what it is.
他们甚至还有一个叫Molt的模因币，那是以前的名称。
And they even have a Memecoin called Molt, which was a past call.
我今天早些时候查了一下，想让我们的社区知道。
I looked it up earlier today to let our community know.
我觉得当时大约在2月5日，市值只有几百万美元。
I think it was right around February 5 at a few million dollar market cap.
现在它的价格已经飙升到了大约八到一千万美元。
It pumped all the way to about, like, eight to 10 today.
所以，这并不是财务建议。
So, it was, not financial advice.
嗯。
Mhmm.
但我只是在社区里和一些人坦诚交流了一下。
But I I was kinda just open with some people in the community.
这并不是财务建议，但如果我个人持有任何Mold代币，我可能会拿走一小部分利润，因为这感觉像是一个‘利好出尽’的事件。
It's not financial advice, but if I had any mold holdings personally, I would probably take a little bit of chips off the table because this feels like a little bit of a sell the news type of event.
我觉得这非常重要。
I do think it's huge.
我的意思是，Meta——全球最大的公司之一——收购了Malt Book，看到这一点真是太棒了，这可不是几个在地下室的家伙，或者几个在Momentum Moneymakers里谈论AI代理如何改变世界的普通人。
I mean, have Meta, one of the largest companies in the world, acquiring mold book, So amazing to see that, you know, this isn't just, you know, a couple guys on a rundown or a couple people in the Momentum Moneymakers talking about AI Agents and how it's changing the world.
这是正儿八经的扎克伯格亲自出手收购了Malt Book。
This is good old Zuckerberg going out and acquiring Motebook.
他们还收购了那两位开发者，天哪。
And they also acquired their two, the two devs in, man.
我一时想不起来具体头衔，但他们确实有类似‘元宇宙超级智能负责人’这样的职位。
What, I don't have off the top of my head, but they got some, like, titles that, like, head of, like, super intelligence of meta.
所以我相信他们的薪酬相当可观，显然他们确实抓住了什么关键点。
So I'm sure they're getting pretty nice paychecks, they're but obviously onto something.
你是什么时候把Molt分给社区的？
When did you give out molt to the community?
2月5日那封通讯就是。
February 5 was that newsletter.
它当时市值大约300万美元，400万美元，对吧？
It's like a $3,000,000 market cap, 4,000,000, right
这确实翻了一倍。
around That's a true double.
然后我看到它一度下跌，但很快就强势反弹了。
And then I saw it kind of sink down what over, and it just ripped back up.
我可以分享一下。
I could share it.
抱歉。
Sorry.
我正在看。
I'm looking at it.
我根本没有分享。
I'm not even sharing.
这是那个Yeah。
Here's the Yeah.
这是它一周的表现。
Here's the one week on it.
然后我
And then I
我的意思是，这个论点一直都在。
mean, the the thesis was always there.
我没想过会是Meta收购他们，把价格推到两到三倍。
I didn't think it was gonna be meta that was gonna acquire them to push it to, you know, a two, three X.
但他们确实是强大的创始人，拥有扎实的产品，并且有大量的AI代理在实际平台上活跃。
But they they were they were, strong founders, strong working products, and was having a ton of AI agents visit the actual platform.
当我们分析所谓的‘临界点效应’时，我们会拆解这一点——我们寻找的是真正有实力的团队、真正的产品和切实可行的计划。
And that's something that we break down when we go through something we we call the cusp effect, that we're looking for a real team with a real product doing a real plan.
现在它下滑的原因，可能每个人都会问，只是因为这是一个炒作周期，再加上宏观世界中发生的其他事情。
Now the reason it went down, why everyone might ask is just because it's it's a hype cycle, and then everything else that was going on in the macro world.
你知道，我们当时也看到比特币出现大幅波动，因此这些较小市值的项目显然会受到严重冲击，但它们正被一些大型品牌和公司收购。
You know, we were seeing Bitcoin have major swings as well, so some of these smaller market caps were obviously gonna get hit kind of hard, but these are getting picked up by major brands, major companies.
我们看到Meta直接收购了Motebook。
We have Meta literally buying Motebook.
不是那个迷因代币，而是那个真正的平台。
Not the meme token, but the actual platform.
我要明确一点，这个迷因代币的上涨正是基于这次真实收购。
I wanna make that clear that, but the meme token pumps off of this actual acquisition.
真是令人惊叹的事情。
So amazing stuff.
是的
Yeah.
评论区里的CJ，你当时是在哪儿提到的，布莱恩？
CJ in the comments, where did you call it, Brian?
所以当时的市值大概是多少？你说是340万美元吗？
So it was about, what'd you say, $3.4000000 market cap?
是的
Yeah.
那是2月5日。
It was February 5.
是的，是的，市值不到400万美元。
Yeah, yeah, under 4,000,000 market cap.
差不多就是那个时候，
Right around,
你知道的，从你提到它之后，价格大概翻了一倍。
you know, Double probably from when you gave it out.
然后，显然如果你看一下你那个一个月的图表，你确实有机会在回调时买入。
And then obviously, if you look at the one month chart you had, you did have a, an opportunity to buy the dip.
但如果你看看那个时期任何加密货币的图表，显然低市值市场的波动性更大，但整体趋势和其他资产一样都在下跌，而不是暴涨。
But if you put any chart you know, with Crypto over that time, obviously there's more volatility in the low cap market, but trending down with everything else than an absolute ripper.
所以，是的，如果你喜欢这种低市值、高波动、高机会但也高风险的标的。
So but yeah, if that's something you like, those low market caps, high volatility, high opportunity, but also high risk.
如果你有兴趣了解这类投资机会并接收它们推送至你的邮箱，请查看描述中的 Momentum Money Makers 链接。
If you're interested in learning kind of those calls and getting them in your inbox, check the link for Momentum Money Makers in the description.
那是 Brian 和 Joe 的团队。
That's Brian and Joe's group.
我们开始吧。
Let's do it.
如果有什么问题，我们后面会有时间解答。
If there's any questions, we'll have some time.
我们结尾留了一些时间。
We have some time at the end.
聊天又活跃起来了。
An active chat once again.
我觉得我们一直都有最活跃的聊天。
I think we always have the best active chat.
我肯定周五会有更多人参与，聊天也会更热闹。
I'm sure we will have, hopefully a bigger crowd and even more active people on Friday.
但如果有人有任何问题，他现在就在聊天里。
But if anybody has any questions, he's in the chat now.
把问题发出来吧。
Toss them in there.
我们会一一回答，最后来个有趣的。
We'll get to them, and we'll finish on a fun one.
这个没写在清单上，但我们来看一下狗狗币。
Didn't have this on the on the sheet, but let's pull up Doge.
这个挺有趣的。
That was a fun one.
我们将在周五的Momentum Money Makers回顾中，为大家提供一个简短的预览，深入探讨一些模因币。
We'll get a little sampler for the Momentum Money Makers rundown on Friday where we'll do a deep dive into some Memecoins.
让我们给他来个简短的预览。
Let's give him a little sampler.
Doge过去一周的表现如何？
How about the one week performance on Doge?
是6%。
It's 6%.
嗯，这一周的杯柄形态看起来很明显。
Well, one week cup and handle, it looks like there.
Doge，这东西的市值仍然高达140亿美元。
Doge, I I this thing is just it's still a $14,000,000,000 market cap.
是多少来着？
What was it?
这是历史最高点。
It's all time high.
它的历史高点是
Its all time high was
460亿。
46,000,000,000.
46。
46.
460亿美元的市值。
$46,000,000,000 market cap.
狗狗币就像是元老级的迷因币，你知道的，当比特币暴涨时，狗狗币也会跟着暴涨，因为人们就是喜欢狗狗币，还有它背后的社区。
I I Do Doge is like the OG Memecoin, you know, and it's certainly when when Bitcoin rips, Dogecoin rips because people just love Dogecoin with the Memecoin, the community behind it.
它现在确实也具有一些实际用途。
It does actually have some utility behind it now.
所以那里有一些有趣的机制，但天啊，这个玩意儿的市值仍然在数十亿美元级别交易。
So there's some interesting mechanics there, but, man, this sucker still trades in the billions of dollars of market cap.
你知道，它确实让我很感兴趣。
You know, it it and I want it to.
我不希望任何人因此受到伤害，或者发生类似的事情。
I I don't want anybody to get hurt on it or anything along those lines.
真让人震惊，它的市值居然还维持在1.415万亿美元，但那时它正处于 meme 狂热的巅峰时期。
It's just it's just kinda shocking that it's still up into $1,415,000,000,000 dollar market cap, but it was all the way in that primetime meme.
在 meme 狗狗币的黄金时代，也就是去年，它的市值确实曾飙升过。
In the primetime meme coin season, what, just past year, it did get up.
它的市值一度涨到了大约4050亿美元。
It got up to about, yeah, $40.50000000000 market cap.
所以，你知道的，太疯狂了。
So, you know, crazy.
难以置信。
Unreal.
太不可思议了，狗狗币的这段行情堪称传奇。
Unreal, just a legend, a legendary run for the Dogecoins.
它还在继续上涨。
It continues on.
黛博拉问，星期五几点？
Deborah said, what time on Friday?
我们安排在下午1点。
We have it scheduled at 1PM.
我还没上线落地页，但星期五下午1点。
I don't have the landing page up, but 1PM Friday.
无论世界各地的任何人想实时加入我们，都非常欢迎。
If anybody around the world wants to join us live anywhere around the world, you're more than welcome.
这是东部标准时间下午1点，无论你来自印度、澳大利亚、新西兰，还是世界任何地方，我们都欢迎你。
1PM Eastern Standard Time that is whether you're from India, Australia, New Zealand, anywhere around the world, we'd love to have you.
我希望黛博拉能赶到那里。
And I hope Deborah can make it there.
那么今天就到这里了。
So that's going to be it for today.
这是一次很好的梳理。
It was a good rundown.
这是一次稍微宏观的概述。
It's a little bit of a macro rundown.
有些人说这可能是石油的概述。
Some say it could be the oil rundown.
你看到的那个关于布莱恩分析石油的缩略图，另一个挺有趣的。
That thumbnail that you saw of Brian breaking down the the oil there was another fun one.
但不如那个‘希望泡沫’的那个好。
Not as good as the hopium one.
不过，是的，黛博拉，这将在周五东部时间下午1点进行。
But yes, Deborah, that's gonna be EST on Friday, 1PM.
但今天我们就到这里了。
But that's gonna be all for us.
在我们进入周中、期待周五之前，布莱恩，你还有什么最后的想法吗？
Any final thoughts, Brian, before we head in to midweek and, and look forward to Friday?
没有。
No.
期待周五。
Looking forward to Friday.
我们会进一步探讨一些关于模因币和AI代理的推测性话题，我相信那时我们会有很多宏观层面的内容要讨论，Will。
We'll we'll talk more about some speculative, worlds of Memecoins and AI Agents, and I'm sure we're gonna a plethora of macro to talk about then Will.
因为感觉每天醒来都会遇到新情况，总会又有一个影响市场的全球性事件发生。
Because it does it feels like every single day we wake up with something and there's going to be another world event that's affecting the market.
但希望它能推动比特币和其他加密货币市场向上走。
But hopefully, it affects Bitcoin and the rest of the crypto market in an upward move to the right.
这是我所期望的。
That's what I'm hoping for.
是的。
Yeah.
似乎每24小时就足够发生一件新闻来制作一集节目了。
It's it seems every twenty four hours, there's enough news to make an episode.
所以我们看看周五会发生什么。
So we'll see what comes on Friday.
这会非常有趣。
It'll be super fun.
周五会有很好的氛围。
It'll be good Friday vibes.
周五下午一点，东部时间。
1PM eastern on Friday.
我们下次再见。
We'll see you on the next time.
但在那之前，希望你接下来的一天和剩余的工作周都过得愉快。
But until then, I hope you have a great rest of your day and the rest of your work week.
我们周五会和你一起玩得开心，但今天就到这里了。
We'll have some fun with you on Friday, but that's all for now.
再见，大家。
Bye bye, everybody.
关于 Bayt 播客
Bayt 提供中文+原文双语音频和字幕，帮助你打破语言障碍，轻松听懂全球优质播客。