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你知道当你翻衣柜找衣服的时候，总会有那么几件你总是拿起来穿、反复穿的衣服。
You know when you look in your closet for clothes, we always have those pieces that you keep grabbing for and wearing on repeat.
那件百搭的毛衣，那条完美的裤子，或者那件你总是第一个拿起来的T恤。
The sweater that goes with everything, the perfect pair of pants, or that tee you somehow always reach for first.
这些就是让穿衣变得轻松的单品，而这正是Quince最擅长的。
Those are the pieces that make getting dressed easy and that's what Quince does best.
Quince专注于高品质的衣橱必备单品，采用优质材料，比如100%蒙古羊绒、有机棉和美利奴羊毛。
Quince focuses on high quality wardrobe staples made with premium materials like 100% Mongolian cashmere, organic cotton, and merino wool.
这些款式经典、百搭，设计成你每天都会依赖的可靠单品。
The styles are timeless, versatile, and designed to become dependable pieces you reach for every day.
各位，夏天结束了，秋天马上就到了，秋天是我最喜欢的穿衣季节，因为九月初天气还暖和的时候，你还能穿那些轻薄、透气、合身的T恤和轻便的裤子，但天气开始转凉，你需要一些毛衣，需要提升你的穿搭，重新整理你的衣柜，迎接深秋和初冬。
Guys, summer is over and fall is right around the corner, and it's my favorite time of year for clothes in the fall because you still get some of that light, breathable, fitted tees and light pants that you want to wear when it's early September and still warm, but it starts to transition into that colder weather where you're going need some sweaters, you're going need to up your game and reorganize your closet as we transition into the late fall early winter.
Quince是你买衣服的首选之地。
Quince is your place to go for all things clothes.
我喜欢他们的亚麻制品。
I love their linens.
我们整个夏天都在聊这个。
We talked about it all summer.
整个夏天在希腊都是TiVo的亚麻制品，但现在进入秋天了，我们可能要找一些T恤和裤子，然后等天气一转冷，我北上过圣诞假期的时候，肯定会买他们家的100%蒙古羊绒衫，我特别喜欢。
It was TiVo linens out in Greece all summer long, but now as we head into the fall, we're looking for maybe some more T shirts, some pants, and then again, once the weather turns and I go up north for the Christmas holiday season, I'll definitely be doing their 100% Mongolian cashmere sweaters that I love so very much.
朋友们，Quince真的很棒。
Guys, Quince is amazing.
他们的网站也特别好。
The website is awesome.
我之前就说过。
I've talked about it before.
他们不只是卖衣服。
It's not just clothing.
Quince对他们做的每一样东西都采用同样的理念，从酒店品质的床上用品和浴室用品，到厨房必需品，再到精心设计的家具。
Quince brings the same approach to everything they make, From hotel quality bedding and bath to kitchen essentials and thoughtfully designed furniture.
他们为日常生活打造设计精良的产品。
They make well designed pieces for everyday living.
我一直在说这个。
I talk about all the time.
他们做事非常靠谱。
They do everything the right way.
在Quince找到你秋季的新宠吧。
Find your next fall favorites at Quince.
下载Quince应用获取专属优惠，或者访问quince.com/crypto10one。
Download the Quince app for app exclusive offers or go to quince.com/crypto10one.
享受免费送货和365天退货服务，现在加拿大和英国也有哦。
Get free shipping on your order and three hundred and sixty five day returns now available in Canada and The UK too.
网址是quince.com/crypto10one。
That's quince.com/crypto10one.
好了，各位。
Alright, everybody.
欢迎回到加密货币速览。
Welcome back to the crypto rundown.
周五快乐。
Happy Friday.
如果你过去几周一直在听，你就知道你来对地方了。
And you know that you are in the right place if you've been listening the last couple weeks.
我们在这个节目里给了你太多干货，简直都很难总结。
We've given you so much alpha on this show, it's almost hard to recap.
我们一直在聊Zcash。
We've been talking about Zcash.
我们也在聊Robinhood Chain，特别是Pawns。
We're talking about Robinhood Chain, specifically Pawns.
过去六周，无论是社区里还是播客上，干货简直多得不得了。
It's been an absolute plethora of alpha inside the community and even on the podcast this last six weeks.
但再说一次，这就是我们做这件事的目的。
But again, this is what we do it for.
这就是我们为什么这么卖力推荐。
This is why we pound the table.
再说一次，不管是无聊的横盘期，还是波动大的时候，价格走势不如你意，你都要继续回来听这个节目。
Again, when it's the bore you out phase or the volatility phase and price action isn't going your way, keep coming back to the show.
继续听下去，因为真正的干货就在这儿。
Keep listening because that is where the Alpha is.
如果你今年一直坚持收听，经常回来，那你就能回想起很多期节目或者很多次讨论里，我们给过的那些干货。
And if you have been somebody that's been a long term listener this year consistently coming back, you can point back to many points or many different episodes and talks where Alpha was given.
今天节目里我们会聊一些这些内容，还会讲讲现在最热门的那些山寨币。
We're gonna cover some of that on the show, and we're also gonna talk about the top altcoins that are going on right now.
这是我特别自豪的一件事，不光是因为我努力为大家做出好节目，我也为整个团队感到骄傲。
It's some it's something that I get really proud about, not only for the show that I try to produce a good show for you guys, but I'm proud of the team.
我为Bryce、Brendan、Joe、Brian和Hunter感到骄傲。
I'm proud of Bryce, Brendan, Joe, Brian, Hunter.
他们真的非常努力。
Like, they have been putting in the work.
如果你在我们的社区里，你肯定知道，因为你每天都能跟他们交流。
And if you're inside the community, you know, because you get to touch base with them every single day.
这是我们想要庆祝的事情。
And it's something that we want to celebrate.
所以这一期节目是为了庆祝我们现在的成就、庆祝团队，也庆祝未来，因为我们觉得未来有很多积极的事情会发生。
So this is an episode of celebration for where we are, celebration of the team, and celebration of the future because we think that, there's a lot of positive stuff to come.
这就是全部的意义所在。
And that's what it's all about.
布莱恩，给我做个麦克风测试。
Brian, give me a mic check.
嘿，迈克。
Hey, Mike.
迈克，12。
Mike, 12.
听起来不错。
Sounds good.
我们回来了。
We're back.
我们挺好的。
We're good.
我们回来了。
We're back.
我们正在直播。
We're live.
我们正在直播，而且我们就是在为团队做一个小小的庆祝巡游。
We're doing it live, and we're, we're just doing a little victory lap for the team.
我刚才表扬了你和整个团队，你知道，这就是全部的意义所在。
I just gave kudos to you and the whole entire team of, you know, this is what it's all about.
现在我想为节目做个铺垫，告诉大家，有很多精彩的事情正在发生。
And I wanna tee people up for the show now of, hey, there's a lot of action going on.
有很多新闻正在发生。
There's a lot of news going on.
我们会从头到尾地报道这些。
We're gonna cover that top to bottom.
有几个顶级山寨币最近新闻最多。
There's a couple of the top altcoins that we see making the most news.
我们在这里聊聊它们。
We're going to talk about them here.
然后再说，你永远不知道Crypto 101播客和整个Crypt Nation里，alpha会从哪里冒出来。
And then again, you never know with the Crypto 101 podcast and Crypt Nation as a whole where the alpha is going to come.
所以别走开。
So stick around.
比如，如果你是新来的，右下角点订阅，打开直播的铃铛通知，如果你想加入我们的直播的话。
Like, if you're new here, bottom right, hit subscribe and turn on the bell notifications for the show, for the live show if you want to join us live.
Brian，欢迎回来。
Brian, welcome back.
很高兴你把麦克风搞定了。
Glad you got the mic figured out.
我们打开了Coin Market Cap。
We have coin market cap up.
这周还是上涨的。
Still a positive week.
今天有点波动。
A little bit of volatility today.
就业数据出来了，表现还不错。
Some jobs numbers came in on the positive side.
你可能会想，哦，那挺好的。
You're thinking, oh, good.
大家都有工作，但我觉得市场可能有点担心九月中旬加息，大家都在盯着这个。
Everybody has jobs, but I think that the market might fear a little bit of a rate hike in the middle of September that people are eyeing.
那在咱们聊那些最热门的山寨币之前，你从大盘上看到了什么？
So what are you seeing here from the big board before we top into jump into the top altcoins that are making the most noise?
好吧，我跟你说，兄弟。
Well, I'll tell you what, man.
我笑得跟朵花似的。
I'm smiling like a butcher's dog.
这段时间挺有意思的。
It's, been some fun times out here.
我是说，我当时特别兴奋。
I mean, I was so excited.
我一开始就抓起麦克风。
I started grabbing my mic.
你总是在节目前告诉我，别碰麦克风，因为我太兴奋了，但大盘看起来相当不错，兄弟。
Something that you always tell me before pre show, don't touch your mic because I get so excited, but the board's the board's looking pretty good, man.
主板表现挺好的。
The the main board's pretty good.
我们接下来要看看Robinhood上的情况。
We're gonna jump into what's going on in Robinhood.
我觉得这是我们整个夏天布局的方式，当市场处于低谷、恐惧和贪婪指数在九的时候。
I I think it's the way we teed it up, the way we've mapped it out all summer, kind of when we're in those low periods, when the fear and greed's sitting at a nine.
我们当时就说，跟我们坚持下去，因为市场会开始回升。
We're like, just hang in there with us because the market's gonna start to bring up.
市场会重新活跃起来，而这正是我们正在展示的。
It's gonna start to turn alive again, and and that's exactly what we're showing.
我们做到了，而且你对就业数据的判断非常准确。
We did and and you nailed it kind of with the jobs numbers.
比特币昨天大概在八万一千美元左右。
Bitcoin, I think, was at, like, $81,000 yesterday.
虽然有点回落，但我们现在还守在七万九千美元。
Small peel back, but, dude, we're we're sitting at $79,000 right now.
感觉这一切发生得很快，而且势头很强劲。
I mean, this feels like it happened pretty quick and it feels strong.
我对比特币现在的表现非常满意。
I'm absolutely loving where we are with Bitcoin.
我觉得秋天还会有更多惊喜，而比特币还不是最亮眼的。
I think we're going to see some more fireworks coming to the fall and Bitcoin's not even the showstopper.
最近一些主流山寨币也涨了不少。
There's been some major altcoins that have run recently as well.
对。
Yeah.
这几周挺有意思的，但最热闹的地方还得是 Robinhood Chain。
It's been a fun couple weeks, and no more fun has been had than on Robinhood Chain.
我们接下来要花一大段时间专门聊聊 Robinhood Chain，说实话，我都不知道怎么说，上面那个活跃度真的有点吓人。
We're gonna do a big segment here on Robinhood Chain and just the I don't even know, just the amount of activity on there is kind of staggering.
这周 Robinhood Chain 的 24 小时收入超过了以太坊和 Hyperliquid。
Robinhood Chain flipping Ethereum and Hyperliquid in twenty four hour revenue this week.
这真的挺疯狂的，接下来估计就要追上 Solana 了。
Pretty, pretty insane coming for, I and up Solana next.
我知道它这周的活动量应该也是最大的。
I know it has I think it had the most activity this week as well.
从整体来看，你看到了些什么？
What what are you seeing just from a high level view of the chain as a whole?
然后跟我们说说，因为活动量太大了，今天早上就出了点事。
And then bring us into there's so much activity that, something negative happened, just this morning.
我觉得我们应该聊聊Robinhood Chain在收入上超过以太坊和Hyperliquid这件事。
I I guess we should talk about Robinhood Chain flipping Ethereum and Hyperliquid and App revenue.
在过去的24小时里，Robinhood大概赚了262.66万美元。
So for a twenty four hour period there, Robinhood generated, I think it was like $2.62660000 bucks in revenue.
Hyperliquid大概是170万，以太坊是207万。
Hyperliquid was like 1.7, and Ethereum was 1 point $2.07.
所以Robinhood Chain那天确实超过了它们两个。
So Robinhood Chain actually beat both of them for the day.
不过这里有个很大的前提。
Now there's there's a pretty big caveat there.
差不多90%的收入来自像GMGN、Pawns这样的应用。
Almost 90% of the revenue was coming from apps like GMGN, Pawns.
我们稍后会在节目里聊到Uniswap。
We'll talk about later in the show Uniswap.
所以我们说的不是一个成熟的大生态系统。
So we're not talking about this giant mature ecosystem.
其实真正推动活跃度的就是那么几个应用，但这些都是实实在在的活跃。
It's a really a handful of apps that are driving the activity, but it's still real activity.
所以现在才这么有意思，因为这一切才刚刚起步，而大家的注意力都集中在这里。
And that's why that that's why it's so interesting right now because it's it's it's just getting started and that's where the attention is.
我觉得Robinhood这条链是我们在很长时间里见过的最有趣的元趋势之一。
And I I think Robinhood is this entire chain is one of the most interesting metas we've seen in a long time.
而且我认为这也是我们看到很多不同币种出现大幅波动的一个重要原因。
And I think it's a big reason that we're seeing a lot of movement in a lot of different coins.
对。
Yeah.
而且它在加密推特上显然获得了大量好评。
And it's getting a ton of good press obviously on crypto Twitter specifically.
甚至都开始渗透到主流媒体了，你们知道我喜欢帮大家留意这些动态。
It's even leaking out into the mainstream media, which is what you guys know I like to, keep tabs on for us all.
你知道，Vlad肯定在忙着做各种媒体采访。
You know, Vlad's doing his press hits for sure.
看起来，我再次把话题交给你，是AMC，他们在自己的链上搞了一些代币化股票，然后我猜这里有一些反对的声音。
Apparently, and I'll hand this off to you again, is AMC, they're doing some tokenized stocks on their chain, and then I guess there's some pushback here.
是的，这应该是亚当·阿伦。
Yeah, this was Adam Aron, I believe.
他是CEO，他参与了这场关于代币化股票的争论。
He's the CEO, and he was jumping jumping in this tokenized stock debate.
他猛烈抨击了Robinhood，因为Robinhood提供了AMC的代币化版本，据说还有其他190多只股票。
He went off on how Robinhood over the fact that their tokenized versions of AMC and reportedly more than 190 other stocks are offered.
他详细说明了这一点，而且在推特上发帖时毫不留情。
He kind of maps that out, and he really didn't hold back in this Twitter Twitter post.
我亲眼看着这件事发生。
I I watched this kind of happen live.
他称之为 outrageous、disgusting、inexcusable、vile，你能想到的任何词。
He called it outrageous, disgusting, inexcusable, vile, any word that you can imagine.
基本上把词典里所有相关的词都用上了。
Basically emptied the entire thesaurus on any word related behind that.
他的主要观点是，AMC跟这些代币毫无关系，它们并不是AMC真正发行的股票。
His main point is that AMC has nothing to do with these tokens, and they aren't actually AMC issued shares.
然后老好人Vlad，你可以看到他的回复，问有什么担忧？
Then good old Vlad, you can see he replies, what's the concern?
当然，这本身就有点变成了一个梗，这基本上说明了双方之间的分歧有多大。
And of course, that's that's kind of sort of trending in a meme itself, which pretty much tells you how far these these two sides are apart.
AMC的CEO作为上市公司CEO，看到的是有人把带有他公司标志的东西放到链上，而他们并没有授权；而Robinhood则把它看作是通过不同结构提供的代币化市场敞口。
The CEO of AMC is looking at this as a public company CEO saying you're putting something with my ticket on chain that we didn't authorize and Robinhood's looking at it as a tokenized market exposure being offered through a different structure.
这里还有一些监管问题和法律疑问，但从市场角度来看，我觉得这真的是一场值得关注的争斗，因为代币化股票显然正在成为一个真正的产品类别，现在公司名字被挂上去，他们也开始注意到了。
There are also there's also some regulatory issues here and legal questions, but from a market perspective this is really a fight worth watching in my opinion because tokenized stocks are clearly becoming a real product category and now companies names are attached to them and they're starting to notice.
说实话，我一直在等这个，不管好坏，AMC只是其中一个点。
And I've been waiting for this to be completely honest with you, good or bad, if, the AMC is just one one point.
我当时在一个交易很低的meme币里，叫Cinema，它的代码好像是AMC，跟那个代币化股票有关。
And I was in this meme coin that was trading really low called Cinema, and it was like the ticker was, Cinema, I think it was AMC, and it was connected to the tokenized stock.
它表现不太好，我当时就想，周末会发生什么呢？
And it wasn't doing very well, and I was like, what's gonna happen over the weekend?
我要不要卖掉我的仓位？
Do I sell out my position?
然后这个CEO突然就开始谈论Robinhood那边的情况，那个东西的市值从大概50万美元一下子涨到了1000万，我立马就卖了。
And this CEO just out of nowhere starts talking about what's going on in Robinhood, and that thing shot from like $500,000 market cap to $10,000,000 And I insta sold.
我当时就想，天哪，这是怎么回事？
I was like, oh man, what's going on?
然后我找到了这个帖子。
And I found this thread.
所以我们开始看到真正的CEO、真正的公司现在开始关注这些模因币和代币化股票，并公开点名批评。
So we're starting to see real CEOs, real companies now look at these meme coins and tokenized stocks and call them out.
这就像那种事情。
And it's like one of those things.
任何媒体报道，不管是好是坏，总体上不一定都是坏事。
Any press, if it's good or bad, isn't necessarily bad overall.
通常都是好事。
It's usually good.
而弗拉德，你知道，在这里评论，引发了连锁反应。
And Vlad, you know, commenting on here, sending a ripple effect.
这就是我们在加密货币中看到的情况。
This is what we this is what happens in crypto.
这是一个颠覆性的市场，通常会逐渐成熟并自我调整。
There's a disruptive market and it usually matures and shakes itself out.
再说，还有一些监管问题需要解决，但我们正在实时关注，而且确实有一些非常棒的机会可以参与。
Again, there's some regulatory things that need to work itself out, but we're watching this in real time, and there's some really awesome opportunities to get in on.
我不知道你怎么样，但我经常不知不觉就到了晚饭时间。
I don't know about you, but dinner sneaks up on me all the time.
我打开冰箱，发现没有现成的蛋白质。
I'll open the fridge and realize I have no protein ready.
那时候，我可不想去商店，临时跑一趟，还得赌店里还剩什么肉或汉堡。
And at that point, I'm not trying to go to the store, make a last minute grocery run, and gamble on whatever meats or burgers are left at the store.
这就是为什么Omaha Steaks是个很棒的冰箱储备。
That's why Omaha Steaks is a great freezer move.
就像家里有个信得过的肉铺师傅，在最需要的时候随时有优质蛋白质。
It's like having a trusted butcher at home and quality protein when you need it the most.
奥马哈牛排用一百多年的时间赢得了好口碑。
Omaha Steaks has earned its reputation with over a hundred years.
和全国各地厨房信赖的牛肉一样，直接送到你家门口。
It's the same beef trusted in kitchens across the country, shipped straight to your door.
牛排馆的品质，却没有牛排馆的价格。
Steakhouse quality without the steakhouse prices.
家人会以为晚餐做了好几个小时，其实并没有。
Your family will think dinner took hours, but it didn't.
只要几分钟。
Just minutes.
如果你还没试过，那个“完美汉堡套餐”就是最好的起点。
And if you never tried them, the burger perfection flight is the perfect place to start.
你会得到20个优质牛排汉堡，用的是五种不同部位的牛排。
You get 20 premium steak burgers made from five different cuts of steak.
四块菲力牛排汉堡，四块纽约客牛排汉堡，四块肋眼牛排汉堡，四块牛胸肉汉堡，还有四块西冷牛排汉堡。
Four filet mignon burgers, four New York strip burgers, four rib eye burgers, four brisket burgers, and four sirloin burgers.
各位，这简直就是汉堡界的山寨币组合。
Guys, this is the altcoin basket of burgers right here.
如果我和布莱恩在节目里，我们肯定会对半分这些，因为你知道我们夏天多喜欢烧烤。
If me and Brian were on the rundown, we would be divvying these fifty fifty because you know how we like to grill in the summer.
所以你拿到的不仅仅是一盒汉堡，而是不同的风味、不同的口感，真正的牛排馆级别的多样性，你可以放在烤架上烤，或者工作日快速烹饪。
So you're not just getting a box of burgers, you're getting different flavor profiles, different textures, real steakhouse style variety you can throw on the grill or cook up fast during the week.
今天就到 omahasteaks.com 试试汉堡完美组合吧。
Try the burger perfection flight at omahasteaks.com today.
20个优质牛排汉堡只要79.99美元，使用促销码 beef 还能再减35美元。
That's 20 premium steak burgers for just $79.99 plus get $35 off with the promo code beef.
网址是 omahasteaks.com，结账时输入促销码 beef 立减35美元。
That's omahasteaks.com promo code beef for $35 off at checkout.
条款适用。
Terms apply.
详情请见网站。
See site for details.
现在大家都在谈论AI，但真正重要的AI是那种能帮你节省时间、帮你做出更明智决策、减轻你工作负担的AI。
Everybody is talking about AI right now, but the AI that actually matters is the kind that saves you time, helps you make smarter decisions, and takes work off your plate.
如果你经营电商业务，物流配送要么能让你顺利推进，要么会拖慢你的脚步。
And if you're running an e commerce business, shipping is one of those things that can either keep you moving or completely slow you down.
这就是我喜欢ShipStation的原因。
That's why I like ShipStation.
它是一个为电商业务打造的端到端订单履行平台，其AI基于全球数十亿次发货的几十年真实物流数据训练而成。
It's an end to end order fulfillment platform built for e commerce businesses, and its AI is trained on decades of real shipping data from billions of shipments across the world.
所以，与其手忙脚乱地处理各种不同的工具，ShipStation能帮你保持掌控。
So instead of juggling a bunch of different tools, ShipStation helps you stay in control.
它能在库存不足时提醒你，推荐最佳的承运商选择和费率，自动化任务，帮你在成长过程中节省时间。
It can alert you when your stock is low, recommend the best carrier selections and rates, automate tasks, help you save time as you grow.
你还可以获得跨销售渠道的库存同步、自动比价、品牌退货门户，以及会计和CRM软件的集成，所有这些都在一个地方搞定。
You also get inventory syncing across sales channels, automatic rate shopping, a branded returns portal, and integrations with accounting and CRM software all in one place.
如果我是开网店的，这正是我想要的工具。
If I were running an e commerce store, this is exactly the kind of tool I'd want.
因为一旦订单开始进来，你肯定不希望物流成为拖后腿的那一环。
Because once the orders start coming in, you don't want shipping to be the thing that's holding you back.
超过一百万家商家都信赖ShipStation来优化和扩展他们的物流。
Over 1,000,000 businesses have trusted ShipStation to optimize and scale their shipping.
你越早切换，就能越早开始节省时间和金钱。
The sooner you switch, the sooner you start saving time and money.
今天就上shipstation.com，用优惠码crypto，免费试用六十天。
Get started with ShipStation today and get sixty days free at shipstation.com with code crypto.
网址是shipstation.com，优惠码是crypto。
That's shipstation.com, code crypto.
shipstation.com，优惠码crypto。
Shipstation.com, code crypto.
税费和其他费用另计。
Taxes and fees apply.
你知道什么最拖慢团队进度吗？
You know what slows teams down more than anything?
不一定总是人员预算或者工具本身的问题。
It's not always the headcount budget or even the tools themselves.
而是工作方式只存在于某个人脑子里，从来没有真正被记录下来。
It's when the way work gets done lives in someone's head and never actually gets documented.
然后新员工加入，新平台上线，或者有同事离职，突然每个人都在用不同的方式做同样的流程。
Then someone new joins, a new platform gets rolled out, or a teammate leaves, and suddenly everybody's doing the same process in a different way.
这正是今天的赞助商Scribe要解决的问题。
That's exactly the problem today's sponsor, Scribe, was built to solve.
Scribe是一个工作流AI平台，财富500强中有94%的公司都在使用它。
Scribe is a workflow AI platform trusted by 94% of the Fortune 500.
它能实时捕捉工作流程，并将其转化为团队可以查看和分享的逐步文档。
It captures workflows as they happen and turns them into step by step documentation your team can review and share.
你只需要像平时一样操作，Scribe就会边做边生成指南，自动记录每一次点击、每一步和每个截图。
You just do the process like you normally would, and Scribe builds the guide as you go, capturing every click, step, and screenshot automatically.
因为我们团队是远程办公，我确实遇到过好几次，同一个设置或流程要跟同事解释不止一遍，而且总觉得这种事第一次就该记录下来。
With our team being remote, I have definitely had moments where I've had to explain the same setup or process more than once to a colleague, and it always feels like something that should have been documented the first time.
有了Scribe，原本可能要花几个小时写和整理的内容，不到一分钟就能准备好分享。
With Scribe, what could take hours of writing and cleanup can be ready to share in under a minute.
Scribe还会自动从截图中隐去敏感信息，比如姓名、邮箱和账号。
Scribe also automatically redacts sensitive information like names, emails, and account numbers from screenshots.
管理员可以在整个团队里强制执行这个功能，确保不会漏掉任何东西。
Admins can enforce that across the team so nothing slips through the cracks.
另外，任何跟着流程走的人都能获得实时的屏幕指引，准确显示在实际工具里该点击哪里。
Plus, anyone following the process can get real time on screen guidance showing exactly where to click inside the actual tool.
Scribe不只是记录工作流程，它还会用AI来建议改进方法，帮你发现冗余步骤，以及简化或自动化的机会。
Scribe doesn't just document workflows, it uses AI to suggest ways to improve them, helping you spot redundant steps and opportunities to simplify or automate.
想看看Scribe对你的组织能带来什么效果，就去scribe.how/crypto101，并提到crypto101，就能在特定套餐上免费使用第一个月的Scribe Capture。
To see what Scribe could look like for your org, head to scribe.how/crypto101 and mention crypto101 for your first month of scribe capture free on select plans.
网址是scribe.how/crypto101。
That's scribescribe.how/crypto10one.
对。
Yeah.
链上线的时候就有这种情况。
There are when the chain is up.
所以我们得关注Robinhood Chain传来的那些正面消息。
So we have to all the positive news coming out of Robinhood Chain.
我觉得我们都同意它不会消失，但这里有点小故障，就是它宕机了。
I think we both agree it's not going anywhere, but a little glitch here with with it going down.
那我们对这个怎么看？
So what what what do we think of this?
是应该暂停一下，还是这只是链变得太受欢迎后的一种成长效应，就像小鹿学走路一样，需要站稳脚跟？
Is it something that you put pause to or is this just the the growth effect of a chain becoming so popular that it needs to, you know, like a baby deer get its legs under it.
比喻得好。
Good analogy.
我觉得是后者。
I think it's the latter.
这里要澄清一下，给那些不太熟悉的朋友，这不是Robinhood应用本身的问题。
This is so to clarify for anybody who's not super familiar, this was not the Robinhood app.
是链本身停止出块了大约十四分钟。
This is a chain itself that stopped producing blocks for about fourteen minutes.
要知道，这个网络的目标是每十分之一秒出一个块，所以这大概意味着错过了大约8000个块，区块浏览器基本上就卡住了。
And when you're talking about a network targeting a block, like, every tenth of a second, that's roughly about, like, 8,000 missed blocks the Explorer basically just froze.
所以这确实不是好事，但现在它已经恢复上线了。
So not a great thing to have happen, but it's back online now.
没有黑客攻击。
There's no hack.
没有资金损失。
There's no lost funds.
没有类似的事情。
Nothing like that.
到目前为止，看起来只是网络因为负载太大而撞上了一堵墙。
So far, it just looks like the network hit a wall because it was under so much load.
说实话，对我来说，这个故事更有趣的部分是 Robinhood Chain 每天处理一千一百万到一千四百万笔交易，那边的活动简直疯狂。
And honestly, the really the more interesting part of the story to me here is Robinhood Chain's been doing between eleven and fourteen million transactions a day, and the activity over there has been just absolutely ridiculous.
那些都是 meme 币。
And that's meme coins.
还有 Launchpad。
That's Launchpads.
还有代币化股票。
That's tokenized stocks.
所有这些，时间线上到处都是。
That's all of it, and it it's all over the timeline.
所以我不觉得这有多糟糕。
So I'm I'm not looking at this as, like, even really that bad.
并不是说 Robinhood Chain 就完了。
It's not like Robinhood Chain's dead.
更像是，好吧。
It's more like, alright.
现在确实有人在使用这个东西了，所以宕机问题就变得重要了。
You officially got people using this thing, and now outages matter.
我们在Solana早期增长阶段就多次看到过这种情况。
We saw plenty of this happen more than once with Solana in early growth.
关键是Robinhood处理得有多快，以及他们如何确保这个问题不会反复出现。
And the important thing is is Robinhood, how quickly they addressed it, and how they're gonna make sure it's not gonna become a recurring issue.
所以我觉得你说的完全对，T Bo。
So I I I think it's exactly what you said there, T Bo.
他们就是交易量太大了。
It it they're just they're getting tons of action.
那里才是热闹的地方，这就是成长中的阵痛，你当然不希望看到链宕机。
That's where the action is, and it's it's growth pains, and and you don't wanna see a chain go down.
我从来不喜欢那样，但我觉得Solana发生过大概八到十次。
I'm never a big fan of that, but I think Solana had it happen like eight, ten times.
而且我觉得Robinhood会很快解决这个问题的。
And I I think Robinhood's gonna address this pretty quickly.
我们已经恢复了。
We're back up.
系统在正常运行。
We're running.
说实话，市场似乎并不太在意。
And the market didn't seem to really care, to be honest
对
with
你。
you.
是的。
Yeah.
是的。
Yeah.
我觉得我们暂时先继续聊Robinhood，之后再讲别的。不过还有一个顶级山寨币表现者，最近经历了一段下跌，价格受到了影响，但现在又回到了历史高点。
And I think, we're gonna stick on Robinhood right now before we move on, but there's another token top altcoin performer that we're gonna talk about that had a down moment, a negative moment recently, and the price was affected, but now it's back up at all time highs.
所以你们留下来看看到底是什么。
So you're stick around for what that is.
这个节目后面会讲到。
That's coming up later in the show.
是的，我觉得Robinhood Chain不会消失，因为小伙子们现在只需要掏出信用卡就行了，Brian。
And yeah, I don't see the Robinhood Chain going anywhere because the boys, all they gotta do now is whip out their credit card, Brian.
只要掏出Visa卡、万事达卡，或者你口袋里有的任何卡就行。
Just whip out the the Visa, the Mastercard, whatever you got in your pocket.
掏出信用卡，开始买那些模因币。
Whip out the plastic and start buying meme coins.
我记得你做过一期教程，教我和我们的观众……天哪，我一时想不起来了，是 Moonshot。
I remember when you, did a tutorial and you taught me and our audience about, God, I'm blanking, Moonshot.
Moonshot。
Moonshot.
当时 Moonshot 上有好多代币，虽然别的地方也能买到，但它之所以一路飙升，是因为只要用 Apple Pay 轻轻一点，就能立刻开始交易这些模因币了。
And there were there were so many tokens on Moonshot and and you could buy them elsewhere, but this started just rocketing because all you had to do was little Apple Pay and you could go and start trading meme coins now.
这看起来和Robinhood的情况挺像的。
It seems like a similar story to Robinhood.
然后你会看到上面很多项目的成功，我们接下来会讲到。
And then you're seeing the success, which we're gonna cover next, of a lot of the projects on there.
对，我是说，人们显然可以用信用卡、Apple Pay和Google Pay买meme币，而且还能赚信用卡积分或者购物返现。
Yeah, I mean, people apparently can buy meme coins using credit cards and Apple Pay and Google Pay, and they can actually earn credit card points or cash back on purchases.
那是因为这些交易被标记为数字商品，而不是加密货币购买。
And that's because these transactions are being tagged as digital goods other than crypto purchases.
所以我们已经到了可以用Chase积分买meme币的地步了。
So we've reached the point where someone can potentially buy meme coin with using their Chase points.
Chase已经出来说这些交易应该被分类，Visa也在调查这件事。
Chase already did come out and say that these transactions should be classified, and Visa's looking into it.
我们还有纽约州总检察长的报告。
We got the New York attorney general reporting.
他也在调查这件事。
He's looking into what's happening it as well.
所以我觉得这个漏洞不会一直存在，但它确实有助于解释Robinhood做得好的地方。
So I don't think this loophole's gonna sit here forever, but it does help to explain some of the things that Robinhood's done really well.
他们把加密货币放到了人们每天使用的支付通道上。
They're taking crypto and putting it behind payment rails people use every day.
现在你不需要再让人去理解跨链桥和不同网络的钱包了。
And you don't need someone to understand bridging and wallets in five different networks anymore.
如果他们基本上能通过Apple Pay直接交易，那我们现在就处于这个阶段。
If they can basically tap Apple Pay and get in the trade, that that's kind of where we're at right now.
所以现在大家可以用信用卡来买币。
So the boys can use credit cards as of right now.
我觉得这种情况不会一直持续，但眼下确实是这样。
I don't think it's gonna be like that forever, but it is like that right now.
对，那些小币种市场感觉最近动作很多。
Yeah, the trenches, it feels like there's been a lot of action on that.
我们现在要讲这个，但感觉这只是上半场，后面还会有更疯狂的事情发生。
We're gonna cover that now, but it feels like this is the first half, and there's gonna be some crazy, crazy things to come.
你提到的其中一个赢家，我们接下来要讲的，已经在社区里传开了，播客上也讲过了。
And one of the winners that you called out that we're going to cover next was, you know, told in the community, it was told on the podcast.
所以如果你现在坐在这里，可能是新手，整个夏天都没关注，然后你会想，天哪，你马上要看到我们讲所有这些赢家，你听到我们在节目和社区里讨论过的所有赢家。
And so if you're somebody that's sitting here, maybe newer that hasn't tuned in all summer and you're like, Oh man, you know, you're about to see us cover all these winners and you heard us talk about all the winners that we talked about on the show and in the community.
你怎么才能参与其中呢？
How can you get be a part of that?
看看下面的链接。
Check the link below.
我们现在有排名第一的币。
We have the the number one coin right now.
所以再说一遍，我们今天要讨论的内容，Brian会给你一个公正的看法，知道吗，它还有没有上涨空间？
So again, the stuff that we're going to talk about today, Brian's going to give you a fair take, know, is there still some juice left in it?
可能有，可能没有，但你肯定错过了第一波大涨。
Maybe, maybe not, but you definitely missed the first big push.
所以如果你不想错过我们看到的下一枚大币，它可能是下一个爆发的。
And so if you don't want to miss the next big coin that we see that could be the next one to take off.
看看下面的链接。
Check the link below.
今天给你准备了一个特别的东西。
We got a special for you today.
今天最值得拥有的币。
The number one coin to own today.
去看看吧。
Go check that out.
不过，你之前点名的那个币，Pons，天哪，那真是神预测。
But man, the former coin to own that you called was Pons and my God, what a call.
我们在这里还要特别感谢Crispin Capital。
We even got a shout out to Crispin Capital here.
Pons现在已经涨了五倍了。
Pons now a 5 x.
感谢Crypto 101播客让我注意到了它。
Shout out to the Crypto one hundred one pod for putting it on my radar.
上帝保佑。
God bless.
我们接受你的祝福，Crispin Capital，我们很感激。
Well, we take your God bless Crispin Capital and we appreciate it.
而且，你知道，再次邀请你加入我们每周的加密阿尔法。
And, you know, again, join us for weekly crypto alpha.
加入社区。
Join the community.
不要错过这个牛市。
Do not miss out in this bull market.
Brian，Pons，难以置信。
Brian, Pons, unbelievable.
你想怎么发展？
Where do you wanna take it?
我的意思是，Pons 现在是 Robinhood 上排名第一的发射台。
I mean, Pons is the number one launch pad on Robinhood right now.
我其实在找我们什么时候在群里提到它的，因为7月22号的时候，它的市值才2000万美元。
I'm I'm actually looking to see when we called it in our in our group because it's July 22, it had $20,000,000 market cap.
我当时真的很看好他们在做的事。
Really liked what they were doing.
他们当时赚了很多钱。
They were they were making it they're making a ton of money.
他们成了第一大发射台，然后一路往上涨。
They became the number one launch pad and they are just up into the right.
我觉得他们现在每天能赚超过100万美元。
And they're they're making I think over $1,000,000 a day right now.
我的意思是，现在热度都在Pawns这边，在发射台上。
I mean, the action is over here on Pawns, on the launch pad.
大家基本上都往那边去了。
That's where everyone's kind of default going.
我一直喜欢做个对比。
And I've always done like a comparison.
我记得早期的时候，我就跟我们社区的人说，我们希望Pawns能成为pump的小老弟。
I remember early on, I was like, our hope here everybody when we were talking to our community is that Pawns could be the baby brother to pump.
Fund。
Fund.
pump Fund。
What pump.
pump Fund为Solana做的事情，Pawns为Robinhood做同样的事。
Fund did for Solana, Pawns does for Robinhood.
这些发射平台总有竞争，我一直担心发射平台的竞争问题。
And there's always competition in these launch pads, and I always get worried about competition in launch pads.
但Pawns现在完全是一骑绝尘。
But Pawns is absolutely running away with it.
团队持续产出，而且用起来很方便。
The team's continuing to produce, easy to use.
大家都在用它。
People are utilizing it.
我觉得现在Robinhood上发行的币，大概有60%到70%都是通过Pawns来做的。
I think 60 or 70% of the coin launches on Robinhood are going through Pawns right now.
而且价格也在反应，这不是投资建议，但如果它继续保持这种增长和每天的盈利，我还是觉得它被低估了。
And the the price price is reacting in, not financial advice, but I still think it's undervalued if it continues this growth in in the money they're making daily.
他们做了很多回购、销毁，还有很多很多有趣的机制。
They're doing a lot of buybacks, a lot of burns, a lot a lot of interesting mechanics here.
他们明白需要做什么。
They get it what needs to happen.
他们基本上是在照着Pump的剧本走，但做得更好。
They're kind of running the pumped off on playbook, but even better.
如果大家的注意力还留在Robinhood上，Pawns会继续受益。
And if attention stays on Robinhood, Pawns is gonna continue to be a beneficiary.
不过，是的，我觉得它现在市值大概在56亿美元，对吧，还有5亿美元的市值。
But, yeah, I mean, I think it's sitting at, like, $5,600,000,000 market cap, right, and $500,000,000 market cap.
很难跟上，因为它涨得太快了。
It's hard to keep up cause it's just going up so quickly.
那你觉得呢，什么是pump？
And what do you think, what's pump.
现在好玩吗？
Fun at right now?
我们要不要查一下市值？
Should we look that up market cap wise?
感觉，它会不会是pump fun？
Feel like, could it be a pump fun?
所以，如果你说，它会不会是pump fun？
So, you know, if you're saying, could it be a pump fun?
你知道，我觉得它一直是这样的。
You know, I guess it's all time.
13亿，
1,300,000,000,
现在是1.5了。
it's at 1.5 now.
所以，你知道，可能还有一到两倍的空间。
So, you know, maybe there's still a one, two X left in it.
再说一次，我们总是想鼓励我们的观众。
Again, we want to always encourage our audience.
你得自己做研究。
You got to do your own research.
我们不是这些领域的财务顾问，只是想让你稍微了解一下，你知道，我们的团队多年来一直紧跟这些动态，这就是为什么我们还能在这里。
We're not financial advisors in these trenches, but just trying to give you a little visibility of, you know, how our team has been on top of these calls, you know, for for a long time over the years, that's why it's why we're still around.
这就是为什么我们是加密101。
It's why we're crypto 101.
这就是为什么我们是加密国家。
It's why we're crypt nation.
但你在看什么？
But what what are you looking at?
Pawns未来的利弊。
Pros and cons to the future of Pawns.
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我的意思是，这不是投资建议。
I mean, not financial advice.
这只是网上某个家伙在聊加密货币，而且我显然手里有一些币。
This is just some dude on the internet talking about crypto and I obviously have a bag.
我觉得它能涨到十亿。
I think it goes to a billion.
我真的这么认为。
I really do.
我觉得如果这种势头继续下去的话，虽然总会有回调。
I think if I think if the the action continues to keep going like it is, I mean, there's always gonna be corrections.
我的意思是，这图表看起来太疯狂了，而且我总说，如果某个东西直线上升，你就该考虑获利了结。
I mean, this is just an insane looking chart, and I always say if something's going up in a straight line, you want to take profits.
而且我个人已经获利了结了一部分，所以现在剩下的都是利润在滚动，而且这个仓位还挺不错的，但我觉得十亿美元并不是不现实的目标。
And I have, personally, I have taken my profit, so I'm now free rolling a bag, and it's a nice bag, but I'm going to I'm I think a billion dollars is not unrealistic.
如果几周后你发现，天哪，它已经到十一亿美元了，或者刚刚突破了十亿美元大关。
If we're on a couple weeks from now and you're like, man, it's at $1,100,000,000 or it just cracked a billion dollars.
我不会感到惊讶的。
I'm not gonna be shocked by it.
我的意思是，从两千万到一亿，或者从两千万到两亿，他们当时还在和其他发射平台竞争。
It's, I, I mean, the move from 20,000,000 to 100,000,000 or 20,000,000 to 200,000,000, I mean, they were fighting other launch pads.
现在他们基本上成了市场上的主要玩家。
Now they've become kind of the main players out there.
大家都认识他们。
Everyone knows them.
我觉得它还没在罗宾汉的应用上上线。
I don't think it's been listed on Robinhood's app yet.
我觉得只有Cash Cat是唯一的。
I think Cash Cat's the only one.
我的意思是，想想看，
I mean, think That
我会想得很大。
would I think big.
对。
Yeah.
对。
Yeah.
我觉得这里就是有一些催化剂，能让它继续涨。
I I I think there's just some catalyst here for it to continue.
然后呢，我觉得罗宾汉上的交易量就是主要的催化剂，能把它继续推高，之后可能就会上市。
And then it it well, I think the just the action on Robinhood is the main catalyst to keep pumping it up, and then you could get a listing.
我觉得我们会冲到十亿。
I think we're going to a billion.
但别把身家都押上去，因为如果出了别的发射台，或者情况就是这样，你可别怪我，你懂的。
And don't lose your shirt over there because I don't chirp me if it you know, another launchpad comes out or it is what it is because, know but there
嗯，这关乎分散投资，而这正是参与社区、持续倾听的意义所在。
Well, it's about diversification, and that's what, you know, again, being involved in the community and listening consistently is all about.
因为这游戏就是这样玩的。
Cause that's what this game is.
这既是投资，也是交易，也是研究，更是不断调整观点，把长期论点换成短期论点。
It's investing, it's trading, it's research, and it's changing opinions and long term thesis for short term thesis.
所以再说一遍，去看看吧。
So again, check the links out.
大家都知道，没有比周末前落袋为安、拿着一大袋免费筹码去享受周末更爽的事了。
Everybody knows there's nothing better than heading into the weekend, taking some profits and having a big old bag of a free roll that you can have some fun, into the weekend.
没有什么比免费筹码更爽的了，朋友。
Nothing like a free roll bag, my friend.
但就是喜欢这种感觉。
But the like it.
就是喜欢。
Nothing like it.
然后我们想继续聊下去。
And then we just wanna continue on again.
这里的一个催化剂是Uniswap购买Pons Launchpad代币，以寻求长期合作。
One catalyst here is Uniswap buying Pons Launchpad tokens for long term alignment.
再说一次，这可是个大新闻。
Again, that's a huge deal.
Uniswap 也有很多看涨的情绪。
There's a lot of bullishness around Uniswap as well.
我知道，社区里有一些相关的报道。
I know we've, you know, there's some reports in the community.
如果你有兴趣进一步参与，看看下面的链接。
If you're interested again in getting more involved, check the links below.
这就是那种值得深入研究的内容，做好功课，才能领先一步。
This is the type of stuff that you want to deep dive in, get the research so you can be ahead of the game.
我们来聊聊 Zcash 吧，因为我觉得这是个很好的过渡话题。
Let's talk about Zcash because again, I think it's a good transition.
就像 Robinhood 的链宕机了。
It's like, Robinhood Chain's down.
它是不是死了？
Is it dead?
不会的，它可能，你知道，像Robinhood这样的团队，链这样宕机，可能还是会继续创下新高。
No, it's probably gonna, you know, a chain going down like that with the team that Robinhood has probably will continue to to you know, hit high watermarks.
这让我想起了Zcash，因为我们之前报道过Zcash的安全漏洞，在节目里也聊过。
And and that kind of reminds me of Zcash because we had the Zcash security breach and we covered that on the show.
我记得特别清楚，当时你上节目，说你在那个价位区间慢慢买入，具体是多少来着？
I remember specifically you were on and you talked about how you were nibbling at those price ranges and like, what was it?
3.03到400美元那个区间。
The $3.03 to 400 range.
现在它已经绝对进入前十了。
And now it's a, it's an absolute, it's in the top 10.
今天早上还创了历史新高，突破了1000美元。
It's hitting all time highs as of this morning, breaking a thousand.
那你怎么看Zcash？
So what are your thoughts on the Zcash?
对。
Yeah.
很高兴我们聊到这个，也向社区里的朋友，特别是看我们节目的人打个招呼，因为我在节目里说过好几次，我很看好Zcash在做的事情。
I'm glad we're talking about it and shout out to anybody in our community or especially anybody watching the rundown, because I think I've said it multiple times on the rundown how I liked what Zcash is doing.
你知道，Orchard Pool发生了安全漏洞，确实出了问题。
You know, there was the breach in the Orchard Pool, and there was an issue.
他们很快就处理了。
They addressed it very quickly.
然后他们把所有人都迁移到了Ironwood，我开始看到大量资金流向Ironwood，但价格感觉没有跟上。
Then they migrated everyone over to Ironwood, and I started to see a lot of flows over to Ironwood, and the price didn't feel like it was catching up.
所以，是的，我个人就加仓了。
And so, yeah, personally, I made a push into it.
我当时挺公开地说过这事，现在它已经冲进了市值前十，大概在1.617万亿美元左右，一周涨了30%，当天也涨了不少。
I was pretty open about it and now it's pushed itself in, I think, a top 10 in market cap right around like $1,617,000,000,000, up 30% on the week, up up quite a bit on the day.
这是一个巨大的涨幅，背后有几个原因。
It's a massive move and there's a couple things happening here why this has happened.
Grayscale把原来的Zcash信托转换成了新的Zcash ETF，这让传统券商账户更容易接触到它。
Graysdale converted its old Zcash trust into the new Zcash ETF, which gives a traditional brokerage accounts in much easier exposure.
与此同时，期货未平仓合约的利息攀升到了大概20亿、23亿左右，我读到的是这样，这差不多占了整个市值的14%。
At the same time, we got futures open, interest climbed to roughly like 2,000,000,000, 2,300,000,000 or something I read, and that's right around 14% of the entire market cap.
我们看到了，我记得大概有34.35亿美元的清算。
We saw, I think, like $3,435,000,000 worth of liquidation.
所以没错，隐私叙事显然已经来了，但这里面也涉及大量杠杆，这可能会把价格推得比人们预期的高得多。
So yes, clearly the privacy narrative is here, but there's also a ton of leverage involved, and that can push something really way higher than people expect.
我，我是个Zcash的看涨者。
I I am a I'm a Zcash bull.
我觉得隐私非常有意义。
I think privacy makes a ton of sense.
我是在那次漏洞事件之后买入的，当时团队处理得很妥当，他们在这个领域已经很久了。
I bought into this after the exploit once the team who's been around for a long time addressed it correctly.
我当时想，这就是我的大胆论点。
And I was like, this was kind of my bold thesis.
现在的情况正是如此。
This is exactly how it's playing out.
我当时想，如果Ironwood升级的采用能正确转化，他们能像之前那样通过全面审计，并且有一些正面的媒体报道出来，那就能看到效果。
I was like, I could see if the adoption in Ironwood upgrade gets converted correctly, they get a full audit like they did, and they come out with some positive press.
我们就把这些事给忘了。
We forget about this stuff.
我们只是身处加密货币社区。
We're just in the crypto community.
我们记性太差了，像金鱼一样。
We got goldfish brains.
你懂吧？
You know?
我们聊的是Robinhood和Vlad。
We're talk we're talking about Robinhood and Vlad.
对。
Yeah.
对。
Yeah.
对。
Yeah.
然后人们就会提起几年前Reddit那件事。
And then people try to point back to, like, what happened with, all that Reddit stuff years ago.
我们就说，对，我们不在乎。
We're like, yeah, we don't care.
他现在，你知道，我们现在在拉盘。
He's you know, we're pumping now.
然后事情就变成这样了。
And this is what happened.
所以Zcash真的把这一切拼凑起来了，隐私是个有趣的领域，我觉得它会一直存在下去。
So Zcash really pieced it together, and privacy's interesting meta, and I think it's here to stay.
ETF很有意思，价格已经超过一千美元了，或者非常接近。
The ETFs are interesting, and it's it's over a thousand bucks or it's dang close.
9美元，超过9.50美元。
9 over $9.50.
再说一遍，不是说不会有一些阻力，但我再说一遍，这不是投资建议，但我算是比较早买入的，我现在还拿着我的仓位，我打算再持有一段时间。
And again, not to say there's not gonna be some pushbacks, but I, again, not financial advice, but I, I bought in kind of early and I still have my bag and I'm gonna ride it for a little
这是一个很好的投资教训，做研究，理解叙事，因为这让我想起我们今年早些时候经常讨论的一个话题，就是软件已死的交易，AI来了，它会取代每个软件和每个业务。
It's a great lesson of just investing, doing your research and understanding narratives because it reminds me of, you know, something that we covered a lot earlier in the year was this, you know, software is dead trade, how AI is coming and it's gonna replace every software in every business.
感觉比特币也被卷入了这个软件交易中。
And it felt like Bitcoin was getting caught up in that software trade.
就像，哦，AI会破解密码，比特币完了，每个软件公司都会被用AI构建自己软件的公司取代。
It's like, oh, AI is gonna crack the code, a Bitcoin's done, every software company is gonna be replaced by companies using AI to build their own software.
那确实是一个真实的叙事。
That was a true was a real narrative.
然后这些股票下跌了20%、30%、50%。
And then these stocks were down twenty, thirty, 50%.
Adobe下跌了大约60%。
Adobe was down like 60%.
在某个时候，你得，你知道，你会跟随这个叙事。
And like, at some point, you gotta, you know, you you will follow the narrative.
我当时还挺自豪的，因为我觉得我算是敢于发声了。
And I I was I was proud of because I think I stuck my head out.
我当时就说，嘿，这完全被过度解读了。
I was like, hey, this is getting completely overdone.
比如像Toast这样的软件公司，你去餐厅的时候，Toast就是那个用来结账的小手持设备。
Like, if you think of a software company like a Toast, when you go to a restaurant, Toast is used as that little handheld thing where everybody pays.
它就叫Toast。
It's called Toast.
难道餐厅和酒吧老板会用AI来发明自己的POS系统吗？
It's like, are restaurant bar owners gonna use AI to invent their own POS system?
我觉得不会。
Like, I don't I don't think so.
那草坪护理公司会用AI来开发自己的排班系统吗？
You know, are are lawnmowers gonna invent AI to do their own scheduling system?
大多数？
Majority?
大概不会吧。
Probably not.
所以这感觉就像是一个做过头了的举动。
So And it just felt like an overdone move.
所以Zcash就是一个很好的例子，说明确实存在一个真正的问题。
And so Zcash is a perfect example of, okay, there's a real issue.
有一些新的数据、新的信息我们需要消化，但通过深入了解和学习这些叙事，机会就在那里。
There was some new data, some new information that we needed to consume, but going through it and learning about narratives, that's where your opportunities are.
所以这就是为什么听这个节目、成为社区的一员、坚持下去，除非我看到数据，我总这么说。
And so that's what listening to the show, being a part of the community, sticking to it, except when I see the numbers, I say this all the time.
我看到数据了。
I see the numbers.
你们开始回来了，我们很高兴你们在这里，但请留下来。
Y'all are starting to come back and we love having you here, but stick around.
留下来获取独家信息。
Stick around for the alpha.
别错过了，不然你会错过像 Solana 这样的暴涨机会。
Don't miss out because you're gonna miss rips like Solana.
想象一下 Solana 突然醒来，一个月就涨了 30%、37%，怎么样？
How about Solana coming up waking up with a 30%, 37% move in one month?
我最近都没怎么听人提起 Solana。
I haven't heard anybody talking about Solana recently.
现在 Hyperliquid、Zcash、Pons、Robinhood Chain 这些话题炒得沸沸扬扬，但 Solana 却悄悄在一个月内涨了 37%。
There's too much hype around the Hyperliquids, the Zcash's, the Pons, the Robinhood Chain's, Solana quietly having a 37% month.
然后你把这张图拉到一年的时间跨度来看，我的意思是，还有很大的上涨空间。
And then when you drag this chart out to a year, I mean, a lot of room to go.
你明白我的意思吧？
You know what I'm saying?
那你觉得Solana现在怎么样？
So what what are you feeling on Solana?
最近有一些新消息出来。
There's some some news coming out.
我们来看看。
Let's see here.
Solana的双倍通缩提案。
Solana's doubled disinflation proposal.
可能只是想调整一下代币经济模型。
Just trying to get the tokenomics more aligned maybe.
是的，我是说，如果双倍通缩提案通过了，那么以大约三分之二的票数门槛，基本上网络正在加速，SOL的通胀率下降，以及未来六年SOL使用量的预估。
Yeah, I mean, well the double disinflation passes, so the Vogue cleared with like a two thirds threshold late and basically the network's accelerating at a rate in which SOL inflation comes down and the estimate of SOL being used over the next six years.
而且你知道吗，我实际上认为这是当前Solana故事中相当重要的一部分。
And you know I actually think this is a pretty important piece of the Solana story right now.
我们花了很多时间讨论应用、迷因币和交易量。
We spend a lot of time talking about apps, memes, and volumes.
这算是比较无聊的部分，新增供应减少了。
This is kind of the boring part, less new supply.
当你能以更少的增发供应，加上来自ETF和机构产品的需求增长，这确实成为Solana代币经济故事中一个有意义的部分。
When you can buy less issuing of new supply with growing demand from ETFs and institutional products, that becomes really a meaningful part of the tokenomics story for Solana.
所以我觉得这就是我们开始看到它的一个重要原因。
So I think that's a big reason why we're starting to see it.
而且ETF也在增长。
And then the ETFs are growing as well.
对，这周B Sole ETF和Bitwise Sole ETF的交易量都创了历史新高，而且这个ETF刚刚突破了十亿，流入量达到1.7。
Yeah, the highest volume in history this past week for the B Sole ETF, the Bitwise Sole ETF, and then this one had just cracked a billion, a 1.7 in flows.
所以是的，这里确实有兴趣。
So yeah, I mean, there's interest here.
你可以看到，完全可以看到这张图表是向右上方上升的，这意味着持续的兴趣，而且人们是在长期持有。
You can see, you can totally see that this chart is up into the right, which means it's just continued interest and there's people buying this for a long term hold.
所以再说一次，有些叙事会成为焦点，当人们不再谈论它们时，那才是你真正想要深入探究的时候。
So again, there's certain narratives that become the bell of the ball and when people aren't talking about them, that's when you really want to dive in and see what's really going on.
然后你形成自己的观点，这就是我们在这里做的，我们教育大家。
And then you make your thesis and that's what we do here, we educate.
问题是，有几件事我准备在进入九月时密切关注。
The question is, there's a couple things that I'm teeing up to keep my eyes on as we head into September.
季节性因素，九月份股市通常表现疲软。
Seasonality, September, at least for the stock market is weak.
我们今年还有中期选举。
We have our midterm election year.
所以接下来的两三个月会有很多事情发生，市场总是这样。
So a lot going on in the next call it two to three months as there always is in the markets.
市场可能已经在消化九月中旬加息的可能性。
We have a potential, the markets are pricing in a rate hike for mid September.
布莱恩，这个我们说不定能现场直播。
This might be, we might be able to cover this one live, Brian.
我觉得如果我们俩不忙的话，也许能一起做这个。
I think me and you hope maybe if we're not busy, we'll be able to do it.
如果不行，我们肯定会在节目里讨论。
And if not, we'll definitely talk about it on the rundowns.
但大家都在关注可能的加息。
But people are eyeing a possible rate hike.
这会发生吗？
Is that going to happen?
还是不会发生？
Is it not?
这只是一次清算事件吗？
Is it just a clearing event?
然后《清晰法案》不会就此消亡。
And then Clarity Act won't die.
大家知道，《清晰法案》在八月份没通过，所有人都说这意味着它已经没戏了。
People, know, the Clarity Act not getting done in August, you know, everybody said that that means it's dead.
但现在还有一些讨论。
There's still some talk about it.
所以这是一个值得聊的有趣催化剂。
So it's an interesting catalyst to talk.
我这里有美国证券交易委员会主席的一段视频。
I got a clip here from the SEC chair.
这可不是什么低级别的国会议员在制造噪音。
This isn't, you know, this isn't some low lying, congress person, trying to make some noise.
这是SEC主席。
This is the SEC chair.
所以这是一个九十秒的片段，我们来看看他在国家电视台上说了什么。
So it's a it's a ninety second clip here, but let's take a look what, what he's saying on national TV.
我是说，布莱恩，他很有信心地开场了。
I mean, saying, leading with confidence there, Brian.
他确信这会通过参议院，最终送到总统的办公桌上？
Confident it's gonna pass the Senate, end up on the president's desk?
这话挺有意思的。
That's interesting words.
我不知道博彩市场是否完全同意这一点。
I don't know if the betting markets quite agree on that.
而且他肯定不是唯一一个有能力推动这件事的人。
And he certainly isn't a holistic one of one power that can get that done.
但这其实又回到了我们一直以来的观点。自从我和Bryce参加东部会议以来，我们就一直在强调：有很多知名人士都在讨论，是的，他们希望《Clarity法案》能顺利通过；但如果没通过，也没关系，因为像SEC主席和CFTC主席这样的关键人物已经就位，他们拥有相应的权力，即使《Clarity法案》没通过，也能开始实施一些规则和监管措施，并将其纳入现有体系。
But it kind of goes back to the thesis that we've built since Bryce and I went to the out east conference was there are a lot of high profile people that are talking about, yeah, we'd like clarity to pass, but if it doesn't, there's people in place, the SEC chair being one, the CFTC chair being another, where they have powers that be to start enacting some of these rules and regulations and inserting them into the system, even if Clarity doesn't pass.
当然，能通过的话会更好。
It would be nice to pass.
顺利通过是好事，但就算没通过，也不是什么世界末日。
It would be better if it passes, but if it doesn't pass, it's not the end of the world.
我觉得这也算是一种信心的体现。
And I think this is kind of a vote of confidence.
这可能只是我个人的看法。
And maybe this is just my own take again.
大学里只上过一门政治学课，肯定不够专业。
Took one political science class in college, gotta be.
但这基本上就是在施压，意思是说，嘿，你们最好回到谈判桌上来，好好谈一谈，协商一下，该让步的让步，该坚持的坚持。
But this is basically him jawboning saying like, hey, you better come to the table and talk and negotiate and get your, you know, recessions or take this, put this.
现在是你们共同建设的时候，因为如果你们不这么做，我会竭尽全力把这项政策落实进整个体系。
This is your time to build something together because if you don't, I'm gonna do everything in my power to implement this into the system.
所以我觉得这更像是在给那些还在观望的人施压，他们可能会想：好吧，反正SEC主席会在接下来的两年半到三年里按他的想法行事。
So I think this is more of a little bit of a jawboning to people that might be holding out and saying, okay, well, we have a SEC chair who's gonna do over the next two and a half, three years what he thinks is right.
也许我们应该先出台一些监管措施。
Maybe we should put some regulation in place.
我认为他这是在说，现在是你采取行动的时候。
I think this is him saying now is your time to get it done.
如果你不这么做，我会竭尽全力去推行我认为最好的方案。
And if you don't, I'm gonna do everything in my power to implement what I think is best.
对。
Yeah.
我是说，你说得太对了。
I mean, you nailed it.
阿特金斯一直强调，加密货币行业需要国会通过真正的法律，而不是随着领导层更替和SEC人事变动而不断变化的监管规则。
Atkins keeps making that crypto needs actual laws passed by Congress rather than rules changing every time leadership changes and get changes at the SEC.
这确实有道理，你看看现在发生的事就知道了。
And it makes some sense too because look what's happening right now.
我们现在有代币化股票、加密货币ETF，还有用信用卡和Apple Pay买的迷因币，隐私币也搞出了ETF的包装。
We got tokenized stocks, we got crypto ETFs, we got meme coins being bought by credit cards and Apple Pay, we got privacy coins getting like ETF wrappers.
如果围绕这个建立清晰的市场结构法律，这一切都会变得容易得多。
All this gets much easier if they just build around and there's finally a clear market structure law.
SEC显然还在准备规则，以防国会不通过，但市场显然更希望有立法，而不是再来一轮机构决定规则的周期。
The SEC is apparently, know, still preparing rules in case Congress doesn't get it done, but obviously the market would much rather have legislation other than another cycle of agencies deciding what the rules are.
九月可能会是个很重要的月份，但我挺喜欢现在的走势，Tivo，因为之前我们在节目里面面相觑，感觉恐惧到了极点，你我就只能说，大家撑住。
September could be a pretty big important month but I'm liking how this is setting up though Tivo because when we were like just staring at each other on these rundowns, like, man, like, the fear is bottom fear, and you and I are just like, hey, hang in there, everyone.
一切都会好起来的。
Things are gonna be okay.
催化剂就像是那些大人物在说，我们希望《清晰法案》能通过。
The catalyst was kinda like the big cast were like, we hope the Clarity Act happens.
现在市场开始苏醒了，感觉我们不再总是依赖眼前的好坏。
Now the market's starting to wake up, and it doesn't feel like we're we're always dependent on if it goes good or bad right now.
我觉得《清晰法案》最终会通过，一旦通过，对市场来说会非常非常重大。
I think Clarity Act's gonna eventually happen, and when it does, it's gonna be really, really big for the market.
但即使我们得不到最好的消息，我觉得现在这趟车也停不下来了。
But even if we don't get the greatest news, I don't think there's any stopping this bus right now.
人们开始觉醒了，有些哥们又开始问我关于加密货币的事了。
People are waking up, getting some of the boys asking me about crypto again.
现在外面有些热门的东西冒出来了。
We're getting some heaters out there.
你现在可以用信用卡找到模因币。
You're able to find meme coins with credit cards.
但我们希望《清晰法案》能通过。
But we want the Clarity Act to happen.
这会是个重要的
It's gonna be an important
对，是的。
It's yeah.
加密货币不会消失的。
Crypto's not going anywhere.
它回来了。
It is back.
而且你可以说它真的回来了。
And you could make a case it's back.
它更大了。
It's bigger.
比以往任何时候都好。
It's better than ever.
而且橄榄球也回来了。
And football's back.
当橄榄球和加密货币都回归时，你就会开始看到一些有趣的事情。
When football and crypto are back, you start to see some interesting things.
有人支持佛罗里达短吻鳄队吗？
Go Gators, anybody?
XRP和佛罗里达短吻鳄队自豪地宣布达成合作。
XRP and the Florida Gators are proud to announce a partnership.
我是说，这可不是闹着玩的。
I mean, I don't I this is real.
这是佛罗里达短吻鳄队。
This is the Florida Gators.
这是佛罗里达短吻鳄队的官方合作。
This is the Florida Gators official thing.
我是说，除了退后一步给你展示一下细节，我也不知道还能怎么做。
I mean, I don't know what else to do other than back up here, give you a little chop.
加油，短吻鳄队。
Go Gators.
XRP大军和短吻鳄队现在合为一体了。
The XRP army and the Gators are now one.
太不可思议了。
Unbelievable.
我是说，我一直很喜欢做这件事，银河团队也是同样的情况。
I mean, who on the I always love to do this, the same thing with Galaxy.
董事会里谁去过佛罗里达啊？
Like who on the board of directors went to Florida?
他们肯定乐坏了。
They must be loving this.
把沼泽地跟XRP搞在一起。
Getting the swamp going with XRP.
你觉得这事儿怎么样？
What do you think of this?
这是什么？
What is it?
我都不知道。
I don't even know.
这挺有意思的。
Th this is interesting.
我之前没看到这个。
I didn't I didn't see this.
这个对我来说是新的，而且我妻子在乔治亚打过曲棍球，特别讨厌佛罗里达鳄鱼队。
This is new to me, and my wife played lacrosse at Georgia and hates the Florida Gators.
什么都讨厌。
Everything about it.
那就是宿敌。
That's rivalry.
确实是宿敌。
That's rivalry,
比如，她甚至不会把橙色和蓝色穿在一起，或者说她喜欢橙色和蓝色，她会试着劝别人别穿。
Like like, doesn't even wear the color orange and blue together, or some loves the colors orange and blue, she tries to, like, talk them out of wearing it.
我的意思是，佛罗里达鳄鱼队，我跟他们没什么过节，而且你知道，我很高兴看到这种合作。
I mean, the Florida Gators, I don't have any issues with them and you know, love to see this sort of partnership.
但这真的很有意思，因为XRP，我很喜欢XRP军团，我从来没买过，但看到这两者结合真的很有趣，佛罗里达在我家可是个很有争议的话题。
But it is really interesting because XRP, I love the XRP army, I never bought into it, but it's really interesting to see like these two like really like, Florida has a lot of controversy in my household.
你懂吧？
You know?
这种情况很多，可能整个SEC联盟里都是这样。
There's a lot and probably in the whole SEC too.
你懂吧？
You know?
佛罗里达，你知道的，然后他们又跟加密货币界最大的项目之一合作，这个项目在我家里也是争议不断。
Florida, you know and then they team up with probably one of the biggest cryptos out there that has a lot of controversy probably in my personal household as well.
看到他们联手。
Seeing them join forces.
不过，嘿，我两个都支持。
But, hey, I'm rooting for them both.
我想看到XRP的标志印满整个球衣。
I wanna see that XRP logo all over the uniform.
我想看到它无处不在。
I wanna see it everywhere.
我想看到
I wanna see
对。
Yeah.
我想看到XRP赞助一个体育场，因为我的意思是，他们确实在这么做。
I wanna see XRP sponsoring a stadium because I mean, they are.
他们这就是这样。
They this what it is.
他们确实在。
They are.
体育场上的那个标志。
The the logo at the stadium.
对。
Yeah.
就是这样。
This is it.
你现在已经如愿以偿了。
You got what you wish for right now.
天哪。
Oh my gosh.
我都没注意到，我没看到那是球场上的标志。
I I didn't see I didn't catch the part that it was the logo at the actual stadium.
你看。
Look.
就在球场上，在SEC旁边。
On the field, it's next to the SEC.
我是说，这真的是，如果你需要一个牛市信号，各位，这可能是最大的牛市信号了。
I mean, this is this is just this is a this if if you need a sign of a bull market, everyone, this is probably the biggest sign of a bull market.
你懂吗？
You know?
这简直难以置信，
It's unbelievable for
对周五的节目来说，这简直是周五的节目。
a Friday rundown for a Friday rundown.
橄榄球比赛。
Football's match.
没有母鸡。
No hens.
特拉华昨晚28比0。
Delaware 28 nothing last night.
母鸡队昨晚28比0输了。
The the hens were out 28 nothing last night.
简直难以置信。
It was unbelievable.
我一直在刷这个。
I'm scrolling through this thing.
不。
No.
继续。
Go ahead.
你说吧。
Go ahead.
我本来想给你发消息的。
I meant to text you.
昨晚我在母鸡队上押了几块钱。
I threw a couple shekels on the hens last night.
我真的押了。
I did.
我本来想给你发消息，因为我给鲍勃买了个 shout out。
I meant to text you because I bought a shout out to Bob.
他，他，他大概给我分析了一下，我开完那个会出来。
He, he, he kind of gave me the breakdown and I left that meeting with Bob.
我当时就想，我觉得，我觉得今年我能靠母鸡队赚点钱，因为他比他们教练还了解那支球队。
I was like, I think, I think I'm going to make a couple bucks on the hens this year because he knew more about that team than I think their coach does.
他就是那种人。
He's one of those guys.
我是说，我这辈子都是季票持有者。
I mean, season ticket holder my entire life.
我，我，这很难想象。
I don't I it's hard to think.
三十多年来，他要是错过几场比赛，你大概一只手就能数得过来，而且背后都有正当理由。
You could probably count over thirty plus years of, you know, if he's missed some games, you can count them on one hand and and there was a good reason behind it.
但我现在在刷这个XRP的东西，心里想，好吧，那是什么？协议到底是什么？
But I'm scrolling through this XRP thing here being like, okay, well, what is it what what is the agreement?
我一边刷一边想，哦，他们要把XRP整合到这个或那个里面，我就觉得，好吧，行。
Like, I'm scrolling through like, oh, they're gonna integrate XRP into this or that, and I'm just kinda like, hey, okay.
在我发表激烈评论之前，我公开邀请XRP团队的任何人，显然欢迎你们来播客聊聊合作、XRP以及所有相关的事情。
Let me before I give a hot take, open invite anybody on the XRP team, obviously you're you're welcome to come on the pod and talk about the partnership and XRP and everything.
但我读下来，感觉这内容挺空洞的。
But like I'm reading through this, it's lot of fluff.
就像，哦，这能帮助学生，我们会支持教育、金融和商业之类的。
It's like, oh, it's like the, you know, it's gonna help students and we're gonna support the the education and finance and business.
我就想，这到底是什么？
I'm like, where's the what is this?
我就觉得，这不过是个广告而已。
I was like, this is just an advertising thing.
我喜欢这个。
I love it.
我喜欢这个。
I love it.
XRP佛罗里达短吻鳄队橄榄球回来了。
XRP Florida Gators football is back.
这是官方的。
It is official.
我们报道了德州农工大学的事，挺好的。
We covered the Texas A and M thing, which is great.
这个也不错。
And this is this is good.
我觉得这挺好的。
I think this is good.
再说，你知道，这标志着加密货币公司很健康。
Again, you know, this is the sign of of healthy crypto companies.
加密货币已经在这里了。
Crypto is is here.
它不会消失。
It's not going away.
橄榄球回来了，而且今天是星期五。
Football's back and it's Friday.
所以我们只想说谢谢大家。
So we just wanna say thank you guys.
感谢每一位收看的朋友。
Thank you to everybody for tuning in.
最后再提醒一下，点个赞吧。
One last call, give it a thumbs up.
如果你是新来的，点右下角订阅，看看下面的链接，了解更多参与方式。
Bottom right if you're new, subscribe and check the links below to get more involved.
再说一次，现在是加入社区的好时机。
Again, it's a great time to be involved in the community.
获取更多接触Brian的机会。
Get more access to Brian.
和Brian、Joe一起提前获取他的建议，并且和Bryce、Brennan、Hunter以及整个团队有更多互动。
Get his calls early with Brian and Joe, and get more involved with Bryce, Brennan, Hunter, the entire team.
所以去看看下面的链接吧。
So check out the links below.
加入我们。
Join us.
今天就到这里。
That's all for today.
下周我们会带来更多精彩的访谈和几场回顾，到时候见。
We're gonna see you guys next week with some more great interviews and a couple of rundowns as well.
不过今天就到这里吧。
But that's all for now.
大家再见。
Bye, everybody.
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