迷因币狂热：本周我们抓住的百倍交易机会与以太坊的量子抗性布局

我认为量子计算并不是我们今天、明天、明年甚至未来几年需要害怕的东西。

I don't think quantum computing is like something that's we need to be fearful of today or tomorrow or next year or even a couple years from now.

但看到人们认真对待它，这非常好。

But it's great to see people taking it seriously.

这只会推动更多讨论，因为我们将会越来越多地听到关于它的消息。

And it's it's just gonna drive the narrative more because we're gonna hear more and more about it.

它是目前最著名的制造恐惧、不确定性和怀疑（FUD）的术语之一。

It's it's one of the biggest talking FUD terms out there.

所以听到这样的说法，比如：是的，我们确实认真对待它。

So just hear that like, yeah, hey, we're taking it seriously.

我们会开发一些抗量子的协议。

We're gonna have some quantum resistant protocols.

这将会推动进展，产生实质性影响。

It it's gonna it's gonna drive it's gonna move the needle.

对。

Yeah.

这将会产生重大影响。

It's gonna move the needle.

而且我，我，是的。

And I I I yeah.

为了给这个量子计算的星期天画上完美的句号。

Just to cap put a cherry on top of this quantum computing Sunday.

正如布莱恩所说，这并不是短期内会到来的事情。

It's nothing that is, know, coming down the pipeline in any short order like Brian said.

所以目前还不需要恐慌，但这确实是由叙事驱动的。

So nothing to panic about yet, but it is narrative driven.

我认为，作为叙事专家和社交媒体专家，今年及未来几年，我们会更多地把这个话题纳入我们的内容清单。

And I think, know, as the narrative guy and the social media guy, I think this is something that we're gonna be putting in the rundown a lot more this year and the years to come.

而且，是的，这是一个吸引人的故事线。

And and yeah, it's a sexy storyline.

所以，谁能去抓住这个吸引人的故事线，打造一款看起来不错的量子计算服装并好好包装它。

So whoever can kind of go in and grab that sexy storyline, build some quantum computing dress that looks good and dress them up.

我认为这将成为整个领域中被广泛展示的内容，并且很容易向投资者和散户推销。

I think it's something that is gonna be paraded around the space and and could be kind of easily sold to investors and to retail.

这适用于加密货币和股票市场两者。

And that's for probably both crypto and the stock market.

对吧？

Right?

网络安全是股票市场中的巨大赢家。

Cybersecurity is a huge, huge winner in the stock market.

我认为CoreWeave是这一领域的领军者之一。

I think CoreWeave is one of the leaders there.

这同样是他们在未来五到十年内会反复强调的论点。

And that's the it's again, that's the talking points that they're gonna be doing over the next, you know, five to ten years as well.

所以我们还会持续关注，并不断提及：以太坊基金会正在讨论并付诸实践，Coinbase也在讨论并以某种形式实施，而Sailor可能还会含蓄地发推说：嘿，我们在提出太多改动时得踩踩刹车。

So stuff that we'll keep a tab on and keep bringing it to, but Ethereum Foundation talking about it, putting it into execution, Coinbase talking about it, putting it into execution in some form, and Sailor maybe cryptically tweeting like, hey, let's pump the brakes here when it comes to proposing too many changes.

所以我们先暂时搁置这个话题，但今年我们肯定还会多次谈到它。

So we'll put we'll put a pin in that for now, but it will not be the last time we talk about it this year for sure.

继续，这是美联储周。

Moving on, it's Fed week.

布莱恩，我知道我们这周都很忙。

Brian, I I I know we're busy this week.

我不确定我们是否能抽出时间，为美联储会议重新安排一下生活。

I don't know if we'll be able to do, you know, resurrect our lives for the Fed meeting.

但如果你有空，我很想安排一下，这样我们可以之后讨论这件事。

But if you're free, I'd love to do it so we can talk about that later.

但上周发生了一些重大新闻，当然，先简单提一下。

But there was some huge news last week, when it comes to so obviously, just the sorry to tee it up.

美联储的决定将在本周三公布。

The Fed decision is this Wednesday.

市场普遍预期不会降息，押注市场显示将维持现状，而新闻发布会才是最重要的部分。

It's unanimous that there won't be a cut is is the the betting markets are showing that there's gonna be a a pause here, and then obviously, the press conference is the most important part.

特朗普尚未正式宣布他提名的下一任美联储主席人选。

And Trump has not formally announced who will be his nomination for the next Fed president.

但上周末，情况发生了剧烈波动。

But over the weekend, took kind of a wild swing last week.

所以里克·雷德，里克·雷德，这是我在2020年1月发的一条推文里的说法。

So Rick Reeder Rick Reeder is the is the quote unquote the you can my tweet there from January 2020.

债券之王。

The the the bond king.

里克·雷德是债券之王。

Rick Reeder is the bond king.

贝莱德首席投资官正在这里以黑马姿态角逐美联储主席提名，至少在Polymarket的博彩市场中是如此。

BlackRock CIO is making a dark horse run here in at least in polymarket terms for the Fed chair nomination.

他上周与总统及其团队进行了面谈。

He had a interview with the administration, the president last week.

所有报道都说会谈很顺利，但随后赔率飙升，截至今天，他在博彩市场中的支持率已位居首位。

All reports said it went well, but then the odds shot up here and he's actually as of today now in the lead when it comes to the betting markets.

所以这里有些有趣的事情。

So something something interesting there.

在我开放给大家之前，我想最后说一句：这会有多有趣？

My final thought before I open it up to you guys is how interesting would it be?

我认为新闻发布会是在凌晨2:30。

The press conference, I think, is, like, 02:30.

所以也许在2:25左右，白宫会发布一份声明，宣布下一任美联储主席人选，就在他上台前。

So maybe at, like, 02:25, the the White House administration puts out a note of their next Fred chair right before he takes the stand.

这种做法看起来太像真人秀了，这个政府应该不会这么做。

That seems reality TV esque of something that this administration won't do.

所以从2:00公布消息到2:30发布会开始，我会坐立不安。

So I'll be I'll be on pins and needles between the, 02:00 hour where the, announcement is made to the 02:30 when the presser starts.

我会紧盯这里的关键决定。

My eyes are gonna be peeled for a decision here.

关于里克·里德，你们有什么看法？

But any thoughts on Rick Reeder?

我确实有一个视频片段。

I do have a clip.

我们来播放一下这个片段吧。

Let's let me actually let's play the clip.

我这里有个片段。

So I have a clip here.

这是稍早前的片段，他特别提到了实物资产、黄金，也提到了比特币。

This is from a little bit ago, but it's him specifically mentioning hard assets, gold, and he did mention Bitcoin as well.

所以我得从45秒处开始播放，但不会放太久。

So I gotta tee it up here and said started at the forty five second mark, we don't linger too long.

这是里克·里德，目前最有可能被任命为下一任美联储主席的热门人选。

But here's Rick Reeder, the Bond King leader in the clubhouse right now for being appointed the next Fed chair.

这是曲线末端。

Here's an end of the curve.

我仍然会收这个票息。

I'd still clip that coupon.

我们稍微往远一点延伸。

We're extending a little bit out.

坦率地说，私人市场和定制化投资中有一些有趣的机会，我认为如今硬资产必须纳入考量。

And then quite frankly, I mean, there's some interesting things to do in privates, bespoke markets, and I think hard assets have to enter the equation today.

黄金、比特币，这些资产能为投资组合提供一定的缓冲，以应对潜在的货币贬值风险。

Gold, Bitcoin, things that give you a little bit of ballast in the portfolio against potential for currency depreciation.

当你谈到比特币应该成为投资组合的一部分时，你认为应该占多大比例？

When you talk about Bitcoin should be part of the portfolio, what kind of percentage are you thinking about?

是5%左右吗？这似乎是目前人们普遍讨论的范围。

Is it a 5%, which generally seems to be what people are talking about more or less?

我觉得这个比例太高了。

It seems high to me.

我负责我们的全球配置基金，目前我们长期持有股票，注重收益，黄金配置大约在3%到5%之间。

The, I run our global allocation fund and we're running long equities, you know, we're heavy income, you know, we're running, you know, in the three to 5% region on gold.

在我看来，今天黄金是一种更好的货币对冲工具。

Gold strikes me today as a better currency hedge.

比特币往往与波动性同步波动，与纳斯达克走势相关，但我们在加密货币上的配置远低于这个水平。

Bitcoin tends to trade with vol, tends to trade with the NASDAQ, but we're running considerably lower than that in crypto.

我只是觉得比特币会上涨，而且这是一个不错的投资表达方式，但5%对我来说偏高了，这还取决于你的人生阶段以及你愿意承担多少风险。

I just think it's gonna go up and I think it's a good expression, but five seems high to me, but it depends where you are in your life and how much risk you want to take as well.

我的意思是，那应该是去年12月，或者可能是11月，在加州做的那次采访。

I mean, so that's I think that was December, like the December, maybe November, that interview out in California.

话说回来，那次采访真是精彩，得给个赞。

What a call, by the way, just given the the medals a shout out there.

当然，比特币也得到了提及。

And then obviously, Bitcoin getting a shout out as well.

这就是为什么他是首席投资官，也是债券之王。

That's why he's the CIO and the Bond King.

他在这一领域绝对是传奇人物。

He's an absolute legend in the space.

不过，这个想法挺有意思。

But, you know, interesting thought.

如果这个人被提名并出任美联储主席，你知道的，他是懂比特币的。

If that guy gets nominated and put in a Fed chair, you know, he he knows what Bitcoin is.

他在考虑比特币。

He's thinking about Bitcoin.

他认为比特币值得配置一部分资产。

He thinks it deserves an allocation.

那么，对于这位债券之王可能获得提名，你有什么看法？

So any thoughts on the Bond King maybe getting the nod here?

这是我第一次听到他的名字，但他言谈得体，而且我对他说的那类风险资产配置比例完全无法认同。

First first time I've heard his name, but he seems well spoken, and I'm way through that, percentage allocation that he deems risky.

是的。

Yeah.

我觉得在之前的访谈中，我相当确定就是他。

I think in prior interviews, I'm I'm cool pretty sure it was him.

已经有很多人了。

It's been a lot of people.

我记得他曾经 famously 表示，比特币有朝一日可能取代黄金。

I think he, like, famously said that he thought that Bitcoin could replace gold at one point.

我们可能需要核实一下，但我几乎可以肯定他提到过这一点。

We might need to fact check that, but I'm almost 95% sure that he's mentioned that.

所以，如果他了解比特币，并且听起来是支持它的，还看到了未来的路径。

So for him to know what Bitcoin is be, you know, it sounds supportive of it and sees the path forward.

我认为这对加密货币领域来说可能非常看涨。

I think it could be very bullish for the cryptocurrency sector.

除此之外，他更有可能支持降息。

In addition to that, he's gonna more likely be open to rate cuts.

我的意思是，这位下一任美联储主席必须对降息持开放态度。

I mean, this next Fed chair is gonna have to be open to rate cuts.

这可能是特朗普在采访中问他第一个问题。

That's probably the first question he gets on the interview from Trump.

所以我认为，只要对降息持开放态度，就会带来更多流动性，推动高风险资产上涨，再加上他与贝莱德的关联。

So I I think just being open to rate cuts is gonna support more liquidity, higher risk assets going off, and then couple it down with his connection with BlackRock.

他说过，他认为比特币的市值有一天可能超过黄金。

And he said that he thinks Bitcoin could overtake gold's market cap at one point.

我觉得这对我们来说可能极其看涨，但咱们走着瞧吧。

I I think it could be extremely bullish for us, but let's see what happens.

我完全支持在鲍威尔上台前看个真人秀，时间是凌晨2点25分。

I'm I'm all about, some reality TV show at 02:25 before Powell takes stage.

我生活中需要点东西。

I I need something in my life.

不。

No.

我知道。

I know.

我知道。

I know.

这有可能，我们或许该去看看Polymarket，看看有没有什么动态。

It's just it it could be, we gotta maybe look at Polymarket, see if we can find some action.

新任美联储主席会在鲍威尔上台前公布吗？

Will the new Fed chair be announced before Powell takes the stage or something?

这可能会很有趣。

That could be interesting.

在这件事上找点机会。

Get a little action on that.

但里克·雷德最近几次采访中提到的最重要的一句话是，这一点发生在任何关于他可能成为美联储主席的讨论之前。

But, the the the number one quote that Rick Reeder just had in the last couple interviews I've seen him is saying that this and this is before any Fed chair discussion of him being in the lead.

但他表示，目前的环境是他一生中见过的最佳投资环境。

But he said this environment right now is the best investment environment that he's ever seen in his life.

他是债券之王，你知道的，他是首席投资官，负责管理大量资产。

And he's the bond king, so he, you know, he's the CIO, so he, you know, oversees a lot.

他是债券之王，一生都在债券市场中赚钱。

But he is the bond king and and has made his living in the bond market.

但他一直说这是最好的环境，而且他非常喜欢股票。

But he's been saying it's the best environment and he loves equities.

他喜欢金属。

He loves metals.

显然，其中还包含一些加密货币和比特币，他绝对是个所谓的市场友好型人物，特别是对债券市场和股票市场。

Obviously, little bit of crypto and Bitcoin in there, and he's definitely somebody that is quote unquote market friendly, specifically, obviously towards the bond market and the stock market.

但当你听到‘美联储宽松政策’这个词时，感觉就不一样了。

But boy, when you're kind of you hear that term fed put.

当市场暴跌、出现像新冠疫情这样的极端情况时，市场一路狂跌，美联储最终会出手，大规模注入流动性，彻底点燃市场。

It's like when the markets are tanking and there's something crazy going on like COVID, for example, when the market's falling off a cliff, eventually the Fed stepped in famously and just it just absolutely lit the market up with liquidity.

这就是所谓的‘美联储宽松政策’，意思是：我们出手干预了。

And that was the Fed put saying, hey, we're stepping in here.

我们会提供任何必要的支持，以确保经济不会崩溃。

We're gonna provide, you know, whatever's needed to make sure that this economy doesn't fall apart.

这标志着所谓的‘美联储宽松政策’的诞生。

That marked quote unquote the Fed put.

所以，当像里克·里德这样的人出现时，我完全同意。

So when you have somebody like Rick Reeder in there, I totally agree.

你走进办公室接受美联储主席面试时，第一个问题就是：你会降息吗？

The first question when you step into the office for that interview, the Oval Office for the Fed interview is, are you gonna cut rates?

如果你回答是，你就会继续回答其他问题，我肯定。

If you say yes, you move on to the other questions, I'm sure.

但要说整体上更市场友好，很难找到比里克·里德或债券之王更合适的人选了。

But it will be a, it would be hard to find a more market friendly as a whole, choice than Rick Reed or the Bond King.

所以我们会为你们详细讲解这一点。

So something that we'll we'll cover for you guys.

在我和布莱斯、布伦丹的年终节目中，我说过，我认为今年最有趣的美联储故事之一，就是看谁会被任命，然后市场如何考验他们，他们如何应对，以及这些降息举措如何帮助降低利率。

It was my at our end of year show with Bryce and Brendan, said I thought the the Fed storyline was gonna be one of the most interesting of the year to see, number one, who gets put in there, but then how the market tests them, how they react, and then how you know, these rate cuts figure into trying to get rates lower.

所以这个故事正在升温，我们肯定会继续讨论它。

So it'll be, know, that that storyline is just heating up and we'll most certainly be continuing to talk about it.

但让我们转向我们的重头戏——仍然在聊天中的朋友们，聊天区依然热闹非凡。

But let's move on to our main event, the people that are with us here still in the chat and the chat is still buzzing.

大卫·默里、罗恩·约瑟夫、PKZ。

David Murray, Ron Joseph, PKZ.

感谢每一位持续加入并积极参与的朋友。

Appreciate everybody that continues to pile in and be active.

如果你是新来的，请在右下角给这个视频点赞，点击标志并订阅。

Again, give this video a like if you're new bottom right, hit the logo and subscribe.

但现在是重头戏的时间了。

But it's time for the main event.

动量赚钱者，布莱恩和乔的团队。

Momentum Moneymakers, Brian and Joe's group.

有很多内容要讨论，尤其是这个周末，简直是 meme 和 meme 币的狂飙行情。

There was tons to discuss, especially this weekend, just absolute high flyers of memes, meme coins.

我们会对此进行介绍。

We're gonna cover that.

如果你喜欢布莱恩和乔的内容，如果你是新来的，并且喜欢他们这种市场更新，想第一时间收到他们的提醒——请注意，我们在这里说的都不是个人财务建议，我们只是想帮助大家学习。

And if you like this stuff with Brian and Joe, if you're new here and you like their kind of market updates and and you want to get their first alerts, so these are trades that, again, nothing we say here is personal financial advice, we're just trying to educate.

但如果你想第一时间收到他们研究发现的交易机会，以便早早入场并跟进他们的交易，我在描述里放了一个链接。

But if you want the first alerts on the things that they're finding for their research, so you can hop on to these things early and get their trades, I put a link in the description.

如果你往下点击‘动量赚钱者’链接，那会直接跳转到他们的私人社群，在那里你能第一时间获得他们研究和发现的所有内容的提醒。

If you go down there and click the Momentum Money Makers link, it is a direct link to their private community, and it's where you get those first alerts for all the things that they're researching and seeing.

但天哪，这个项目这个周末简直席卷了整个互联网。

But man, the first one here literally took over the Internet this weekend.

我们在这里多次聊过Pengu，还有那群胖企鹅，有多可爱。

We've talked about Pengu a lot here and pudgy penguins and how cute they are.

这次不是胖企鹅，而是一个企鹅迷因。

It is not pudgy penguins this time, but it is a penguin meme.

既然还是企鹅主题，Brian，你来给我们介绍一下。

So sticking with the penguin theme, Brian, tee this up for us.

这个周末到底发生了什么？

What was going on this weekend?

说实话，这个项目让我有点难受，因为它并不是我们社区内部的推荐，而且一开始根本说不通。

Man, this this one kind of hurts to be completely honest with everyone because it wasn't a call within our community and, because it didn't make a lot of sense at first.

但这只企鹅来自一部纪录片，突然间开始在我的推特时间线上疯狂出现。

But this penguin from, it was, from the, from a documentary started like showing up all over my ex timeline.

我当时就想：这是什么？

And I'm like, what?

到底怎么回事？

What is going on?

我第一次看到的时候，第一反应是这太廉价了。

Initial thought, the first time I saw it, it was cheap.

简直就是错失代际财富机会的那种廉价。

Like, generational missed wealth opportunity cheap.

我 literally 看到，哦，他们说的是另一个企鹅。

And I literally saw, like, oh, they're talking about the wrong penguin.

因为我想到的是Pudgy Penguins，但我继续看下去，发现它一直在上涨，于是我重新关注，发现它在我的时间线上出现得越来越多，越来越多，后来我跟你分享的时候说：嘿，你有在关注这个企鹅表情包币吗？

Because I thought about Pudgy Penguins, and I continued to watch it, and I just kept going and seeing it go up and I tuned back in it was showing up more and more on my timeline more and more on my timeline and Joe then I shared it with you I was like hey you following this penguin meme coin?

我根本没打算买它，但它就是一直在涨。

And it wasn't even something I was interested in buying, but it was just going up only.

你得对这些表情包币格外小心，因为很多时候你会想，这是不是有一群人联手推高它？

Well, you have to be super careful with these meme coins because a lot of the time you're like, is this like a cabal pushing this?

这是不是一场跑路骗局？

Is this a rug a rug pull?

所以这就是我没有把它作为推荐的原因。

So that's why I didn't give it as a recommendation.

我没有个人买入，因为我在想：这里到底发生了什么？

I didn't personally buy into it because I was like, what what is going on here?

那时候它的市值大约是三千万美元。

And it was at like 30,000,000 men.

所以在它达到三千万美元市值之前，我就已经开始关注了，还和乔分享过。

So I was watching it way earlier than that $30,000,000 market cap shared with Joe.

我们为此讨论了好一阵子。

We kind of went back and forth about it.

就在几分钟后，白宫转发了这条推文。

Then just a few minutes later, the white house retweets.

我觉得我把它记在表格里了。

I think I have it on the sheet.

他们转发时配上了企鹅，我当时想：你是在逗我吧。

They retweet it with the penguin and I'm like, you gotta be kidding me.

这只企鹅的写作风格就像是拥抱企鹅。

This penguin writes like embrace the penguin.

然后还有许多与格陵兰以及我们之前讨论的所有内容相关的联系。

And then there's all these connections to it with Greenland and everything we've been talking about.

我知道，蒂沃，你和我一开始就加入了进来。

And I know, Tivo, you and I jumped on here.

我想让你说说你第一次看到它时的最初反应，因为这事儿突然冒出来，但势头很猛。

I want you to chime in kinda when you first saw it, what your first re initial reaction is because it it came out of nowhere, but it ran hard.

是的。

Yeah.

所以我觉得你刚才铺垫得特别好。

So I I guess you you teed it up perfectly.

所以我要分享这个视频。

So I'm gonna share the video.

我们来播放这段纪录片里的视频吧，因为我也最早看到了这条推文。

So let let's play this video from the documentary that we're saying because the the first thing I saw as well was, I get the this tweet.

所以我看到了这条推文。

So I see this tweet.

而且，我们努力保持政治中立。

And again, we try to stay politically just agnostic.

我们试图不去深究这一切的政治背景，但如今世界上发生的事情实在太多了。

It's we're trying to not to dive into the politics of all this, but there's so much going on in the world right now.

局势如此紧张，任何被提及的事情都会立刻变得政治化。

It's so heated that anything that gets brought up immediately becomes political.

所以这条‘拥抱企鹅’的推文发布了。

So this embrace the penguin tweet goes out.

我立刻就想：这是什么？

And and immediately, I'm like, what is this?

你明白吗？格陵兰、拥抱企鹅、格陵兰获胜，这些联系你懂吗？

I don't you get, like, the Greenland thing, embrace the penguin, winner Greenland.

如果你看过《大力水手》（Mighty Ducks），你就知道格陵兰全是冰。

You know, if you watch Mighty Ducks, Greenland's made of ice.

冰岛是绿色的。

Iceland's made of green.

然后大量评论涌进来，说格陵兰根本没有企鹅。

And then all these all these comments flood in, and it's like, there's no penguins in Greenland.

它们根本不存在。

They don't exist.

管理这个账号的人真是个傻子。

Whoever runs this account is such an idiot.

接着又有很多推文在说，你知道的，特朗普的白宫的人都是傻子。

And then there's all these tweets going up about, like, the Trump, you know, White House are idiots.

格陵兰根本没有企鹅。

There's no penguins in Greenland.

然后我就去谷歌搜索了一下。

And then I'm googling it.

我想，如果格陵兰真的没有企鹅，那也许这事儿还真挺糟糕的。

I'm like, well, if there's no penguins in Greenland, maybe that is bad.

这真是一条糟糕的推文。

Like, that is a bad tweet.

然后我又做了更多研究，心想：不对。

And then I'll then I'm doing more research, and I'm like, no.

他们是在说，如果你不懂这个梗，那就太丢人了。

They're they're referencing like, if they're like, if you don't get this meme, shame on you.

你根本不懂互联网。

Like, you don't get you you don't get the Internet at all.

我想：哦，我确实应该懂互联网。

And I'm like, oh, I I should be getting the Internet.

我得找到这个梗。

I need to find this meme.

于是我找到了这个梗，结果整个周末，我的时间线和算法推荐都刷满了这只企鹅。

So then I find I find the meme, and then all of a sudden, my timeline and my my algo for the rest of the weekend was nonstop this Penguin.

我们来看一下吧，为了理解它的来源，它就是来自这个视频片段。

So let's let's watch this because just to understand what it's coming from, it's coming from this, this clip right here.

但其中一只引起了我们的注意，就是中间那只。

But one of them caught our eye, the one in the center.

它既不朝冰边缘的觅食地走去，也不返回族群。

He would neither go towards the feeding grounds at the edge of the ice nor return to the colony.

不久后，我们看到它径直朝约70公里外的山脉走去。

Shortly afterwards, we saw him heading straight towards the mountains some 70 kilometers away.

博士。

Doctor.

艾恩利解释说，即使抓到它并带它回族群，它也会立刻再次朝山脉走去。

Aynley explained that even if he caught him and brought him back to the colony, he would immediately head right back for the mountains.

但其中一只

But one of them

这是一个关于企鹅离开群体，走向群山荒野、注定面临危险的故事。

So it's the story of a penguin that waddled away from the herd and went to the void of the mountains where he surely would peril.

然后我想，从那里开始，就变成了一种艺术上的领悟。

And then I guess from there, it's an artistic takeaway.

是他吗？他不想待在这儿了吗？

Is is he, does he not wanna be here anymore?

他是，你知道的，在离开群体散步吗？

Is he, you know, taking a, walk away from the pack?

他不会像其他企鹅或羊群那样。

He's not gonna be like the herd or the sheep.

他会走出自己的路。

He's gonna forge his own path.

他是一只充满冒险精神的企鹅。

He's a penguin of adventure.

我见过很多种解读。

There's so many takes that I've seen.

我想管理层的意思是：嘿，我们不再用老办法做事了，不是你认为应该做的那种方式。

And and I guess the administration is saying like, hey, we're not doing things, you know, the old fashioned way, the way you think it should be done.

那只企鹅正朝山脉走去，我觉得这真的很有趣。

Were the penguin heading towards the mountain, which I do find very funny.

然后一切都豁然开朗了。

And then all then it clicked.

就像那些梗一样，一旦你懂了，你就懂了，你也就入圈了。

It's like it's like the memes that just it just once you get it, you get it, and you're in the circle.

然后我就想，天啊。

And then I and then I go I go, oh, man.

一旦我理清了线索，我就想，布莱恩，肯定有个梗是说这个的。

Once I once I connected the dots, I I like, Brian, like, Brian, there's gotta be a meme about this.

对吧？

Right?

然后果然，至少对我来说，我有点晚了。

And then sure enough, at least for for me, I I was a little late to it.

但这件事的价格波动确实很剧烈，你知道的，七天内。

But, there's been there's been some wild price action on this thing, you know, a seven day for

我们稍微有点超了。

We're on a little bit.

它又回来了。

It's coming back.

嗯，它上涨了，这对我来说真是最大痛苦，因为企鹅其实也是我最喜欢的动物。

I well, it it went up this is max pain for me guys because, like, penguins are actually my favorite animal too.

我在这儿。

I here.

我甚至还有我五岁孩子画的企鹅画作。

I even have, like, drawings from my five year old that draws penguins.

我到处都是企鹅的东西。

I have penguins everywhere.

我最喜欢的冰球队是匹兹堡企鹅队。

Pit favorite hockey teams, the Pittsburgh Penguins.

所以我通常对任何跟企鹅相关的热点都很感兴趣。

So, I'm I'm usually pretty interested to some sort of penguin meta.

这次是最大痛苦，因为我心想，这感觉太明显了——价格直线上涨，而且持续时间极短，于是我问自己：我真该买吗？

And this was Max Payne because I was like, this felt cause you can just see it's just up it's up in a straight line and it was very short termed and I was like do I personally buy this?

所以我向我们的社区发出了提醒。

So I sent an alert out to our community.

我当时觉得这太抱团了，太内行了，简直像一个秘密团体，但当白宫发了这条推文时，我心想：天啊，这真的有势头了。

I was like this is this feels too bundled, this feels too insider, this feels like a cabal, but when the White House tweeted it, I was like, oh, man, this this actually has legs.

然后我个人觉得我错过了它。

Then I personally felt like I missed it.

我没法把它分享出去。

I couldn't give it out.

这是一个推荐，没错。

It's a recommendation that Right.

我们已经有好几个月没看到过 meme 币达到一亿美元了。

We haven't seen a meme coin get to a 100,000,000 in months.

我没法推荐一个三千万美元的项目。

I can't give a recommendation of 30,000,000.

这会让很多人血本无归的。

Like, this is people are gonna get wrecked.

然后白宫发了推文，我当时就想，好吧。

And then the White House tweets, it's all I was like, alright.

这挺好的。

Like, this is good.

我希望人们能赚点钱，让 meme 币重新注入流动性，也让那些早期支持者重新获得关注。

I want people to get make some money, bring some liquidity back in the meme coins, bring some attention back to the trenchers.

但那只该死的企鹅到底干了什么？

But what did this damn penguin do?

它一直在涨。

It just kept going.

从白宫推文时的3000万，涨到了1.2亿左右。

It went from 30,000,000 from when the White House tweet was to, like, a 120.

对于任何入场的人来说，这都是整整四倍的收益。

It was a clean four x to anybody that got in.

所以向所有入场的人致敬。

So hats off to anybody that got in.

我本来很悲观，因为我根本不相信这事，但这里有几个利好因素，这对乔和我的社区、那些追逐趋势赚钱的人、以及所有对有趣模因币感兴趣的人来说都很棒，因为人们仍然愿意在模因币上赌博。

I was I was pessimistic because I I didn't believe it, but here's the pros behind this and why this is great for Joe and I's Joe and I's community, the momentum money makers, for anybody that's, like, kind of interesting meme coins is that people still want to gamble with meme coins.

他们仍然想要这种病毒式的内容，而且场外还有大量资金准备涌入。

They still want these viral pieces of content and there's money on the sidelines that's ready to pile in.

所以这真是太棒了。

So this was great great.

我不希望人们在这上面被割韭菜。

I don't I don't want people to get rugged on this.

我希望它继续上涨，希望人们能赚钱，你可以看到这种趋势如何缓慢却迅速地滚雪球，但我们很久没看到过这样的模因币行情了，乔，我觉得我说过，至少六个月都没见过类似的了，所以看到这种情况真的很棒，宏观环境低迷，我们都互相看着对方，心想：为什么比特币和以太坊不跟上黄金和白银的涨势呢？

I want this continue to go up I want people to be to make money and and you can just see how this can snowball slow slow so quickly but we have not seen a meme coin run like this Joe I think I said I I can't remember one for six months plus So it's great to see that like as macros kind of down and we're all like kind of looking at each other like why is Bitcoin and Ethereum not playing the catch up goal catch up play with gold and silver?

我们都面面相觑，而这只企鹅却在不断制造百万富翁。

We're all looking at each other while this penguin's just minting millionaires.

在我看来，除了这只企鹅，未来还会有其他机会出现。

So there's gonna be some other opportunities other than this penguin upcoming in my eyes.

对 trenches 来说太棒了。

Great for the trenches.

对所有入场的人而言都很棒，但很难把握时机。

Great for anybody who got in, but it it was a tough one to time.

是的，没什么可补充的。

Yeah, nothing to add there.

当布赖恩跟我提起这件事时，我看到我的时间线显示它已经值一千万美元，还以为只是Pudgy Penguins在自家品牌下做的一次衍生操作，对吧？

When Brian messaged me about it, I thought when I saw my timeline, it was like $10,000,000 and I thought it was just Pudgy Penguins doing a spin under their brand, right?

如果布赖恩告诉我：‘嘿，我该买吗？’

Had Brian told me that, Hey, should I buy it?

我总是支持布赖恩，因为他总能抓住我们即将讨论的绝佳机会。

I'm always an enabler of Brian, because Brian gets amazing calls that we're gonna get into.

他上周末抓住了一次相当大的收益。

He caught a pretty big win over the weekend.

如果你问我，我会鼓励你直接入场，布赖恩。

I would have encouraged you to jump straight in, Brian, if you ask me.

但没错，这在我们之间的消息往来中是一次世代级的失误。

But yeah, that was a generational fumble between our our messages.

这确实表明市场依然活跃且充满生机。

Definitely shows that the trenches are are alive and well.

所以我们很高兴看到这一点。

So, we're excited to be to see that actually.

这个项目之后，我想我们还要聊另一个，对吧？那个项目一度涨到了一亿美元。

This one and then I think we're gonna talk about another one, right, that ran up to 100,000,000.

我们之前从未见过项目这么快、这么迅速地涨到一亿美元，而上个月就有两个这样的项目，这很好。

So we haven't seen things run up to 100,000,000 this quick, this rapidly, and we had two of those in those last month, so it's good to see.

是的。

Yeah.

这件事还历历在目。

It's still fresh on the mind.

正如我所说，一旦我明白了这个梗，我就觉得这肯定是个表情包项目，结果果然如此，这是我们第一个突破一亿美元的项目。

Like I said, once once the meme clicked for me, I was like, oh, this has to be a meme point and then sure enough, it's it's our first, know, $100,000,000 plus.

它的市值现在是1700万美元，这正是我从你们的资料和教育内容中记得的目标点——当你寻找那些估值较低、但觉得有可能涨到一亿美元的项目时，确实如此。

It's at and $17,000,000 market cap, which is which is, you know, kind of the target points I remember from kind of doing your guys' literature and education as you try to find ones that are, you know, in the lower and you think, hey, like we think this can get to a 100,000,000 is quite

是的。

Yeah.

我们经常对社区说，有时候你只是会错过一些机会，不要去追逐那些币，因为这些项目可能很快就会跑路，或者情绪会瞬间逆转。

And I I'm I'm pretty like, we say to our community a lot, like, sometimes you just, like, miss them and and you don't wanna chase the coins because these can rug pretty quickly or the sentiment just change on a dime.

所以我们推荐的项目，至少要让我们有良好的感觉和积极的氛围，相信它们还能继续上涨并自我支撑。

So it's it's the ones that we want to recommend we want to at least have like a good feeling and a good vibe that this could continue to go higher and can support itself.

我不认为我会买入这只企鹅，因为对我来说，很难想象还会发生什么——难道特朗普或鲍威尔非得在周三的会议上穿上企鹅T恤，这事才算成吗？

I don't think I'm a buyer of this penguin here because it's hard for me like what else could happen Like, don't Donald Trump needs to wear or Powell needs to wear the penguin t shirt for the for the meeting on Wednesday for it to happen.

我们已经看到白宫实际上为它背书了。

We already had the White House essentially promote it.

币圈已经大力推广它了。

Bining, it's promoted.

很多人在推广它。

A lot of people promoting it.

所以，我现在不认为自己会在这里买入。

So I I don't I don't think I'm a buyer here now.

但我看好的是，这将为人们打开一扇门，让他们在宏观环境低迷时也能更敢于投机，因为大家意识到，即使比特币下跌，你依然有可能抓住一些大赢家和模因币——通常情况下，当比特币下跌时，模因币都会被重创。

But where where I am bullish is that it's gonna open the doors a little bit for people to be a little bit more on the speculative side of things realizing that, hey, you can catch some big winners and meme coins even when the macro is down because typically when Bitcoin's down, the meme coins are just getting wrecked.

但每隔几天就会冒出一些新的热门币种，我本人非常关注它们，也迫不及待地想

But there's some new runners popping up every every couple days here that I am personally really paying attention to and can't wait

去

to

继续与我们的社区合作，努力寻找那些大赢家。

continue collabing with our community and trying to, you know, find the big wins.

接下来可能要说到的另一点是，你们有没有关注过Claude AI代理中的‘氛围编程’？

And there's, probably to the next point, I'll just segue over to us, is that have you guys seen, like, all about, like, vibe coding in the Claude AI agent?

是的。

Yeah.

而且这种趋势无处不在。

And it's just everywhere.

我最近刚注册了这个功能，想亲自体验一下。

And I actually signed up for it recently to, like, experiment with it.

我们在这里注意到的一点是，尽管我们一直希望相信AI开发者和研究人员会使用AI机器人之类的东西来辅助写代码，但我其实不确定这到底在多大程度上真的发生了。

And one thing we've noticed here is that AI developers and researchers, as much as that we wanted to believe that they were using like, like AI bots and things to like help write code and establish like I wasn't sure how much it was actually happening.

但感觉这种事情确实正在大量发生，而且这种趋势正在蔓延。

It does feel like it's happening a lot and it's this claw.

Claude AI、氛围编程，你每天都能听到越来越多关于它的消息，以至于我刚刚问了你们俩，你们都回答说：是的，我听说过。

Claude AI, vibe coding, you're hearing more and more about it every single day to the point where like I just asked both of you and you're like yeah yeah like I've heard about it.

而且我们最近在社区里进行过几次通话，一直在试图把这种Claude元叙事——我想这么称呼它——或者这种AI元叙事，与一些项目和开发者联系起来。

So and we've actually had a few calls recently in our community that have like we've been trying to connect the dots with this Claude meta, I want to call it, or this AI meta, and some runners and connections with developers.

同样，现在感觉这个领域很难交易，我从来不想去追逐这种过于火热的叙事，直到我们看到一些真正确立起来的项目。

Again, it feels like a feels like a really tough thing to trade right now, And I I don't ever really wanna go after this really hot meta until we see a some establishment established ones.

但如果你点击那个链接，Tivo，这个周末我 personally 逮到一个赢家，但我之前没敢分享，因为我觉得我可能会说漏嘴，我来稍微讲讲背景。

But if you click on that link, TiVo, there was a there was a winner that I personally got this weekend, and it's not one that I was able to share because it felt I would and I'll kind of give a little bit of a background with it.

你可以在下面看到Alex Finn的推文，他谈到了Claude机器人，以及如何创建这个AI个人助手，它就是某天晚上突然开始大量出现在我的时间线上；当时我正在用Deck Screener浏览山寨币，做自己的研究，结果看到一些被‘抓取’买入的币在Pump上出现了。

You can see the tweet down below that Alex Finn, he talked about Claude Bot and how you can create this AI personal assistant and it just started it was one evening it just started showing up all over my timeline and then I was on like deck screener just looking at meme coins kind of doing my own research and I saw some clawed bought coins pop up One on pump.

有趣的是，其中一个在Bags平台，通常当有多个同类型的币时，你需要等它们筛选出明确的赢家，而这种时候你并不应该轻易入场。

Fun, one on bags platforms, and usually when there's like multiple coins of the same one you need them to like shake out to find a clear winner and it's not one that you really want to buy into.

所以我违背了自己的全部建议，因为我真的不想在两个币之间纠结，而它们都挺便宜的。

So I went against my complete own advice because I don't really want to battle between two coins trying to find and they were they were cheap.

其中一个市值只有1.5万美元，

One was like a $15,000 market cap,

你根本不该买，另一个市值大约9万美元，但它在谈论这个Claude Bot，我想，好吧，我们看到它在我们的信息流里频繁出现，很多人在讨论Claude Bot，而且越来越多的视频和内容在涌现。

which you should never buy, and the other one was like a $90,000 market cap but it was talking about this Claude Bot and I'm like alright so we're seeing like a lot of this pop up on our timeline a lot of people talking about Claude Bot and you're seeing more and more videos and content being made.

现在我们有了这两个新推出的模因币，但它们的市值都极低，简直像一场对战，我们不确定哪个会胜出，这让我很不安，所以我只是象征性地投入了极少的资金，纯粹为了在投资组合里观察它，看看它是否值得推荐给我们的社区。

Now we have these two new meme coins that got spun up but again they were such low market caps they were kind of a PVP like we weren't sure which one was going be the winner and it made me nervous so I just sprinkled the tiniest bit of money on there essentially just to watch it in my portfolio to see if it would be a good recommendation for our community.

然后我上床睡觉，醒来发现它竟然涨了100倍。

And I ended up going to bed, I wake up and the damn thing like 100x'd.

我真的不敢相信。

Like, I couldn't believe it.

我心想，你别逗我了。

I was like, you gotta be kidding me.

于是我赶紧把自己套现了，直接抛售，它一夜之间从10万美元涨到了1000万美元。

So like, I, I pretty much like wedged myself out of there and insta sold, but it went from like 100,000 to like 10,000,000 overnight.

我心想，天哪。

And I'm like, oh my gosh.

我真的不敢相信这事发生了。

I can't, I couldn't believe this happened.

我没赚到太多钱，因为我没投多少，毕竟没什么充分的理由去投。

And I didn't make a tremendous amount of money because I didn't put a lot in because there weren't a lot of reasons to do that.

但我讲这个长长的故事，是想说你现在开始看到人们在底层市场里小赌一把了。

But where I'm going with this whole long story is is that you're starting to see people gamble a little bit in the trenches now.

你开始在推特、X平台、TikTok上看到这些东西冒出来，人们在炒作这些币，大家纷纷跟风买入。

You're starting to see things pop up on Twitter, pop up on X, pop up on TikTok and people are spinning up these coins and people are just aping into them.

这会给我们社区带来一些非常好的讨论话题。

So it's gonna give us some really good talking points for our community.

我觉得这会稍微重新点燃底层市场的热度。

I think it's gonna kind of revive the trenches a little bit.

我把话题交给你，乔。

I'm gonna kick this over to you Joe.

你有没有看到这个Claude机器人冒出来？

Have you seen this Claude bot pop up?

你有没有看到那些人们制作这些AI助手的视频？

Have you seen these videos of people making these AI assistants?

是的。

Yeah.

我看到了Claude，特别是Claude bot，我稍微留意了一下，但我只是想给观众稍微揭秘一下幕后情况，因为Brian大概两三周前就盯上这个趋势了，我一向很支持Brian的直觉，因为当他问‘我是不是该向我们的社区提一下这个？’

I saw Claude, and then specifically Claude bot I saw a little bit, but I just wanna give the audience, a little bit of a peek behind the scenes because Brian was onto this meta maybe like two, three weeks ago, and I like to encourage Brian's instincts because when he's like, should I give this a call to our community?

这通常就是一个明确的信号，没错，因为他总能非常早地发现趋势，你也捕捉到了AI开发者这个趋势的苗头

That's typically a sign, yes, because he catches things super early and you caught the AI developer meta that kind

是的，这个就是

of Yeah, the is the

这个的入门指南。

primer for this.

我不确定你上次直播有没有提到过，但Brian谈到了Ralph Wiggum币。

I'm not sure if you talked about it with Tivo in your last live, but Brian talked about the Ralph Wiggum coin.

你知道《辛普森一家》里的蒂沃这个角色吗？

You know the Simpsons character Tivo?

你们之前聊过这个吗？

Did you guys talk about this

没有，上一次直播没提到过。

in No, the last we live didn't

没提到这个。

cover that.

好的，所以

Okay, so

布莱恩说，我可能会把这个叫做拉尔夫·维古姆币。

Brian was like, I might call this Ralph Wiggum coin.

我问，这到底是什么东西？

I'm like, what is it about?

他说，这跟《辛普森一家》没关系，这是一个AI开发者。

He goes, it has nothing to do with The Simpsons, it's an AI developer.

我之所以这么说，是因为在这件事之前，已经出现过一波AI开发者趋势，可能早了一两周，但当布莱恩向我们的社区提起时，这个趋势已经涨了三到四倍。

And all I'm going with this is that there was an AI developer trend that preceded this, maybe like a week or two early, but that was like a three to four x when Brian called it to our community.

所以，他引发这次行情的触发点在我看来并不疯狂，因为这股趋势实际上已经在交易员们中间悄然酝酿了一段时间。

And so this this the trigger that he pulled for this wasn't like an insane call in my opinion because this has kind of been running within the the trenches per se, right, the traders, for a while now.

所以他们需要转向一些新的方向，而这对AI和开发者来说是一个有意义的动向。

So they need something to rotate into, and this is a a meaningful move, like, right, for AI and developers.

因此，这个趋势有持续下去的潜力，也就不足为奇了。

So it makes sense that this would have legs.

所以，我不知道这个趋势会持续多久，但可以肯定的是，它一点都没有放缓的迹象。

So I I I don't know how long this is gonna run also, but, this is something that, definitely is not slowing down.

谁知道在Claude AI机器人之后还会有什么新东西，但我们会看到，AI元概念的热度会比我们预想的持续得更久。

Who knows what's gonna be next after the, Claude AI bot, but we will see this AI meta is running for a little bit longer than we thought.

我们原本以为在拉尔夫之后，这波热潮就结束了。

We thought it was dead after Ralph.

对吧，布莱恩？

Right, Brian?

但这就是现状。

But here it is.

我的意思是，那个Ralph币，我们

It's I mean, well, that Ralph coin, we

当时它的市值达到了3400万美元。

caught it like a $34,000,000 market cap.

大概是在他们收到简报的时候，

Probably when they got the newsletter,

它稍微涨了一点。

it went up a little bit.

我的意思是，假设它当时是800万美元，

I mean, they could they could go, like, let's say it was like 8,000,000,

但它一路涨到了40.5亿美元的市值。

but it ran all the way to like $4,050,000,000 dollar market cap.

但不幸的是，它之后也大幅下跌了。

And then unfortunately, it went down pretty hard as well.

所以每个人都必须对此保持高度警惕，因为这种情况可能发生：那位获得代币的AI开发者在人们看到他的钱包抛售时，卖出了2%的供应量，结果所有人都跟风抛售，价格几乎归零。

Like, so everyone has to be very conscious of this because it can go the the AI developer who was getting tokens ended up selling like 2% of the supply when people saw his wallet sell, people just sold out and it pretty much just went to zero.

所以有些人被套在了手里，但这就是为什么我们社区里经常讨论我对待这个Claude币的做法：你只投入一点点钱。

So some people were left holding the bag, but that's why we're we talk about within our community a lot of time being kind of what I do with this Claude coin is you put a little bit of money in.

如果它开始大幅上涨，你就能抓住两倍、三倍甚至四倍的收益。

If it starts to really heat up, you're catching a two, three, four x.

把你的初始投资连同部分利润撤出来，然后剩下的就当是免费入场的资金。

Pull your initial investment out and maybe a little bit of profit just and then have a free roll sort of money.

所以如果它暴涨，你会感觉很棒。

So if it goes parabolic, you feel great.

如果它归零了，嘿，至少你已经赚了20%、40%、30%—— whatever你撤出的那部分利润。

If it goes to zero, hey, at least you still made twenty, forty, 30, whatever percentage you pull out.

所以通常我的原则是——这不是财务建议，这只是我的做法。

So typically my rule of thumb, and it's not financial advice, this is what I do.

比如说，我投入了100美元买下Penguin，当时它的市值是500万美元，当它涨到1500万时，我会把我的100美元本金连同大约50美元利润撤出来，感觉很不错，然后剩下的就当是免费玩票。如果它涨到5000万、8000万、1亿，是的，你可能会回头想：‘唉，要是我当时再等等就好了？’

Let's say I put a $100 into, the Penguin and it and I buy the $5,000,000 market cap and it goes to 15, I'm pulling my $100 out probably plus like $50 and I'm feeling pretty good and then I'm just free rolling the rest and if it goes to 50,000,000, if it goes to 80,000,000, a 100,000,000, yeah, maybe you'll look back and be like, oh, what if?

但这些项目通常都会以某种形式归零，而且不会永远持续下去。

But it it these usually always go to zero in some form or fashion, and then they don't last forever.

如果它们真的能永远持续，你那点小仓位，哪怕只有几美元，也可能变得价值连城，根本无所谓了。

If they last forever, that small bag that you had, even if it's like a few bucks, is probably worth so much it doesn't matter.

所以，当你投资这些模因币时，永远都要用‘赌场的钱’来玩。

So you you always wanna you always wanna be playing with house money whenever you're investing these meme coins.

不要投入任何你无法承受归零的资金。

You don't wanna put in anything that you don't wanna go to zero.

这话说起来老生常谈，但你确实应该只是稍微投一点钱，抱最好的希望，期待合适的条件和时机出现。

It's a cliche thing to say, but you kinda wanna just like, you know, throw a little bit of money in there and hope for the best and hope for the right parameters and setups to happen.

但就像乔说的，这个AI开发者Claude Meta正在成长，我们会看到它如何继续发展，因为今天甚至已经有一些针对Penguin和其他项目的测试性买入了。

But like Joe said this AI developer Claude Meta is growing and we're gonna see how it continues to shake out because even today there's been some like beta calls to this Penguin and this these these other ones.

我不确定自己是否真的看好，但人们确实在关注。

I don't know if I'm really into it, but but people are paying attention.

现在，人们正在前线积极入场。

People are showing up in the trenches right now.

流动性又回升了，但这很无聊。

Liquidity's picking up again, And it's it's boring.

现在交易ETH、Solana和比特币都很无聊。

It's boring to trade ETH and Solana in Bitcoin right now.

这根本没意思。

It's it's not fun.

我们只是互相看着，等着它涨到100。

It's we're we're just looking at each other, waiting for it to get to a 100.

但当我们开始看到一些山寨币活跃起来，发现人们真正关注的方向时，这就对了。

But when we start seeing the meme coins heat up in some opportunity and we're we're starting to get, okay, this is what people are gravitating towards.

这给了我们优势，而这就是我们所有人努力追求的。

It gives us an edge, and that's what we all try to do.

我们从来不会每次都赢，但我们尽力为自己创造最好的成功机会。

You you we never bat a thousand percent, but we try to give it ourselves the best possible way of success.

整体来说，分析得非常好。

Great, great breakdown all around.

而且，再次强调，如果你喜欢这些免费的小贴士，那就去点开下方的链接，看看Momentum Moneymakers吧。

And it's, again, it's the type of information that if you, you know, you like kind of the free tidbits you're getting here, go check that link out below for Momentum Moneymakers.

点一下链接。

Give it a click.

如果你有兴趣注册并接收首批提醒，以便在信息刚发布时就能掌握内部动态，请查看下方链接。

And if you're interested in signing up and getting those first alerts so you can kinda get inside baseball information when they first come out, check the link below.

但我们也有个坏消息。

But we do we do have some sad news.

Nifty Gateway倒闭了，Beeple的这个举动确实让你们都措手不及。

RIP to Nifty Gateway as Beeple made a nice know that kinda caught you guys off guard.

我也没想到，但这很重要。

Me as well, but it is important.

如果你是NFT或表情包代币的持有者，并且正在使用Nifty Gateway，请注意听好。

So listen up if you're an NFT holder or a meme holder and you use Nifty Gateway.

请注意，Brian也完全没料到，你们需要采取一些行动。

Listen up because Brian was caught off guard too, and there's some actions you need to take.

是的。

Yeah.

把你的NFT从那里提出来。

Just withdraw your NFTs from there.

你有三十天时间，现在可能还不到三十天了，但他们几天前才刚刚宣布这个消息。

You have thirty days, probably a little bit less now, but they just they just announced it, like, a few days ago.

所以如果你有NFT存在那里，就赶紧提出来，转到你的OpenSea或者HotWallet。

So if you do have NFTs there, just withdraw them from there and send them to you, like, your OpenSea or your HotWallet.

对于像Joe和我这样的NFT爱好者来说，今天真是个悲伤的日子，因为Nifty Gateway曾经有一整年的固定时间表。

This is such a sad day for NFT lovers like Joe and myself because there was this timeline for, like, a year, Nifty Gateway.

他们会进行铸造。

They would have a mint.

你进行铸造后，马上就能获得两到三倍的收益。

You would mint it, and you would get an instant two or three x.

很多时候，你甚至都不知道你铸造的是什么。

It was you didn't even know what you're minting half the time.

那就像数字艺术NFT的热潮。

It was like the digital art NFT craze.

我记得当时我正在我的医疗设备公司工作。

I remember I was, man, I was working for my medical device company at the time.

那会儿还是DraftKings之前，我成功让我的CEO入了NFT的坑。

It was like pre DraftKings, and I, like, got my CEO on NFTs.

他问我：我们买的是什么？

He was like, what are we buying?

我跟他说：嘿，老兄。

I'm like, hey, man.

这是数字艺术。

It's digital art.

我们根本不知道那位艺术家是谁。

This is and it was like, we didn't know the artist.

现在我们做更多的尽职调查了。

Now we do way more due diligence.

这是我们刚入局的时候。

This is when we first got in the game.

他说道：等等。

He's like, wait a minute.

我们的一千美元涨到了四千。

Like, our thousand bucks went to 4,000.

我说：我知道。

I go, I know.

这太疯狂了。

It's crazy.

那时和Nifty Gateway一起的时光非常美好，而它们隶属于大型交易所Gemini。

So it was such a euphoric time with Nifty Gateway, and they're owned by Gemini, a major exchange.

看到它们逐渐关闭这个平台真让人沮丧，因为这个平台实际上相当顺畅，而且我喜欢它们试图拥抱创作者和数字艺术的方式。

So to see them kind of sunsetting this platform is a bummer because it was actually a pretty smooth platform, and and I did like how they were trying to, like, embrace creators and digital art.

现在这简直成了全城的笑柄。

And, now it's kind of like a joke of all town.

现在有人正在给Nifty Gateway的墓碑舔砖。

We got people licking the tombstone of Nifty Gateway right now.

但就像乔说的，你能得到的最大启示是：如果你在Nifty Gateway上有任何资产，也就是NFT，你大概还有一个月的时间把它们转移出去。

But like Joe said, the biggest takeaway you can get is if you have any assets on Nifty Gateway, meaning NFTs, you could you have about a month or so to transfer them off.

最好尽早行动，因为到头来它们还是有值的。

Probably do it sooner rather than later because they're they're still worth something at the end of the day.

有些NFT的创作者确实把Nifty Gateway当作主要平台。

And some of them like they have nifty gateway was actually the platform.

有一位NFT艺术家。

There's an NFT artist.

他非常有名，叫萨姆·斯普拉克。

He's very famous named Sam Sprack.

他的NFT售价高达数万甚至数十万美元，他做的《面具游戏》就是全部在Nifty Gateway平台上发布的。

His NFTs sell for tens of thousands, some hundreds of thousands of dollars, and he had the Mask Games, and it was all on the platform Nifty Gateway.

他和Nifty Gateway有过合作。

He did a partnership with Nifty Gateway.

当时售价高达10.15万以太币，售出了20个NFT。

It was it was it was huge, Selling for $10.15, 20 ETHIS NFTs.

现在他们要关闭了，我不知道萨姆接下来该怎么办。

And now that they're closing, I don't know what Sam has to do.

我确信他有备选方案，但这真是个令人难过的日子。

I'm sure he has a backup plan, but it's a sad day.

如果你在NFT上有资产，赶紧转移出来，否则你会永远失去它们。

If you have assets on NFT, get them off because if you don't, you'll lose them forever.

是的。

Yeah.

遗憾的是，关于这件事没什么更多可说的了。

And sadly, there's not much more to say about that.

Nifty Gateway安息吧，赶紧把你的资产转走。

RIP Nifty Gateway, get your assets off.

但这并不意味着NFT已经死了，比如Doodles、Moonbirds。

But that doesn't mean NFTs are dead because, let's see, doodles, moonbirds.

乔，我知道你很喜欢这些鸟。

Joe, I know you love the birds.

Coinbase 已经把这件事列入了他们的路线图。

Coinbase puts it onto their on on their roadmap.

是的。

Yeah.

我认为，我们社区中一些人提前得知了这个即将在两天后进行的代币空投的早期访问权限。

I think whoever got in we called this a little bit early to our community also that there's a early access to this token airdrop that's coming in two days from now.

所以现在别急着入手。

So don't get it now.

但如果你购买了 NFT，我记得我当时花了大约 500 美元，很多人认为这个代币的估值会相当不错。

But if you purchase an NFT, think I got mine for like $500 at the time, and a lot of people think that this will come out at a pretty good valuation.

它叫 BURB 代币，而 Moonbirds 不仅仅是一个 NFT 项目。

It's called the BURB token, and Moonbirds is, they're not just a NFT project.

他们还推出了实体卡牌交易。

They have a physical card trading.

之前展示过这个。

Showed this before.

对吧？

Right?

我有一张实体的Pudgy Penguin卡片。

I got a physical Pudgy Penguin.

他们为Pudgy Penguins运营实体卡牌游戏，而这家公司的所有者收购了Moonbirds的知识产权。

So they run the physical card game for Pudgy Penguins, and they so the owner of this company purchased the Moonbirds IP.

他们每年的收入约为800万美元，所以很多人认为，如果这像一只科技股，市盈率可能是25倍之类的，但人们已经在预测市场上押注它会以超过5000万甚至1亿美元的价格发布，很多人相信它会超过这个价位。

They have revenue of about $8,000,000 a year, so a lot of people are thinking that, you know, if this is like a tech stock, 25 multiples or whatever it is, but people are already on prediction markets betting that this will come out above $50,000,000 $100,000,000 a lot of people believe it's gonna come out above that.

所以我不是让你去买它，但我们一直跟我们的社区讨论这个项目，已经很久了，对吧，布莱恩？

So I'm not telling you to go buy it, but we've been talking to this talking about this one to our community for, I don't know, Brian, quite a long time, right?

下次来我们的直播，看看我是穿着路易威登，还是穿着麦当劳T恤。

So come back on our next livestream, and you'll see if I'm wearing some Louis Vuitton or wearing a McDonald's T shirt.

你知道的？

You know?

我们走着瞧。

We'll see.

郊区。

Burbs.

是的。

Yeah.

而且再次强调，这是我们这档节目讨论过的内容，但更重要的是，你早在社区里就深入探讨过这一点。

And then again, something that we've covered on this show, but more importantly, you've covered in the community super, super early.

所以如果你还没订阅，现在更是应该订阅了。

So all the more reason to subscribe if you're not.

右下角点击标志，点赞支持，获取本节目的免费前沿信息。

Bottom right, hit the logo, give it a thumbs up, for the free alpha on the show.

另外，如果你想加入社区，请查看下方链接。

And then again, check the link below if you wanna join the community.

我们来看看。

Let's see here.

哦，Canary Capital。

Oh, Canary Capital.

节目的朋友，Canary Capital。

Friends of the show, Canary Capital.

我知道我们已经多次邀请过他们做客播客。

I know we've had them on the pod multiple times.

Brian 曾在峰会上采访过他们，最近一次是和他们的首席执行官，但看起来他们正在关注一个 Pepe ETF。

Brian Brian's interviewed them for summits, the most recent with their CEO, but looks like they're eyeing up a Pepe ETF.

Brian，你对 Pepe ETF 感兴趣吗？

You excited for the Pepe ETF, Brian?

是的。

Yeah.

你知道，这挺有意思的。

You know, this is this is interesting.

Pepe 可能是整个加密领域最具辨识度的迷因。

Pepe is one of the probably the it is the most recognizable meme in the whole crypto space.

这是马特创造的加密原生艺术家设计的角色Pepe。

It's, it's Matt's, crypto native artist that created this character Pepe.

它看起来像一只绿色的章鱼，却拥有数十亿美元的市值。

It's like a green looking squid, and it's a multi billion dollar meme coin market cap.

但它实际上只占狗狗币或柴犬币市值的一小部分。

But it's actually a fraction of what like a Dogecoin or a Shib is.

我认为它的市值大约是20亿到30亿美元。

I think it's, a 2 or $3,000,000,000 market cap.

它存在于以太坊网络上。

It's found on the Ethereum network.

我喜欢Pepe。

I'm I like Pepe.

我喜欢Pepe。

I like Pepe.

如果有人想找一种低风险——我不敢说完全没有风险，但风险相对较低的模因币，因为Pepe拥有大量持有者和充足的流动性，在合适条件下仍有数倍增长的潜力。

If somebody's looking for, like, a low I don't wanna say low risk, but lower risk meme coin because it has so many holders, so much liquidity behind it, but a path for it to multiple x under the right conditions.

这并不是说你今天买了，明天醒来它就涨到两倍或三倍。

This isn't you're not gonna buy today and wake up tomorrow and it's gonna be two or three x.

它不是那种类型的模因币，但它们在这个领域做了很多有趣的事情。

It's not that type of meme coin, but they're doing a lot of interesting things in the space.

它是最具辨识度的模因之一。

It is one of the most recognizable memes.

它有庞大的市值，很多

It has a large market cap, a lot

持有者，但它仍然只是狗狗币和柴犬币的一小部分。

of holders, but it's still a fraction of like the Dogecoins and the Shibs.

所以在某些条件下，Pepe 甚至我们提到的 Pengus 都有可能成为模因币的领军者。

So there is a world where, like, the Pepe's and even, like, in the Pengus we talk about can become, like, the leaders of meme coins in the right conditions.

所以 Canary Capital 很可能也看到了这一点。

So and Canary Capital probably sees that as well.

所以这非常重要。

So this is this is huge.

我没看到这条新闻传来。

I didn't see this news come across.

我想是你刚加到表格里的。

I think you just added that to the sheet.

乔，你对Pepe有什么看法？

Joe, what what are your thoughts on Pepe?

我知道我们在社区里偶尔会提到它。

I know we talk about it in the community here and there.

是的。

Yeah.

那里有很多想法。

Lots of thoughts there.

首先，要特别感谢C.S.，他以前在那家公司工作过。

Or first one, shout out to c s actually, used to work for that company.

那是CSC特拉华公司和TiVo。

It's CSC Delaware company and TiVo.

你不是以前也住在特拉华州吗？

Did you didn't you used to live in Delaware also?

所以我们那边还有一些渊源。

So we got some roots back there.

一直都是啊，老兄。

Always, dude.

那就是，那就是家乡。

That's the that's the hometown.

我是在那里长大的。

Grew up.

是的。

Yeah.

我去过那个办公室好多次，不过我之所以提到这个，是因为Canary正打算主导表情币ETF。

I've been to that office multiple times, but, yeah, I threw this on here because Canary is looking to lead the Meme Coin ETF.

去年那个狗狗币表现不错，很多人没想到它会这么好。

The Doge one did pretty well last year, and lot of people didn't know how it would do.

它为狗狗币带来了数千万美元的收入，这很棒。

It brought in tens of millions of dollars to Doge which is great.

所以Canary已经为MOG提交了申请。

So Canary has a filing for MOG.

他们为Penguu和PUBG企鹅的NFT也提交了申请，现在又在为Pepe做申请。

They have one for Penguu and PUBG Penguin's NFT and now they're doing one for Pepe.

所以几天前我和Brian刚聊过Pepe，因为我们没法把它从2026年的名单上删掉。

So Pepe, Brian and I talked about just a few days ago because we couldn't leave it off our twenty twenty six list.

它与以太坊紧密相连。

It rides with Ethereum.

所以，如果你是以太坊纯粹主义者，或者只是热爱以太坊，Pepe就会随着这艘船在以太坊的浪潮中一起浮起。

So if you're your Ethereum maximalist or you just love Ethereum, Pepe will will float on top of that boat in that water, in that ship.

所以，是的。

So, yeah.

一旦以太坊上涨，Pepe就会跟着上涨。

Pepe will run once Ethereum runs.

有时候以太坊不涨的时候它却在涨，它有一百万个持有者，对吧，布莱恩？

It runs sometimes when Ethereum doesn't run, and it's it's got a very it's a million holders, right, Brian?

持有者数量多得离谱。

It's like a crazy amount of holders.

它

It's

非常多。

a lot.

确实非常多，而且它很有名，你知道的，甚至在比特币时代就已经出名了。

It's a lot, and it's it's famous, you know, even before in the Bitcoin days.

在 meme 币出现之前，人们就已经有比特币、以太坊和 NFT 了，所以我们非常喜爱我们的 Pepe，也要特别致敬那些仍在关注 meme 币的机构。

They had, you know, Bitcoin, Ethereum, NFTs before even the meme coins came out, so we love our Pepe here, and just a such a shout out that institutions are still looking at meme coins.

这正是我今天想重点提到的。

That's what I really wanted to bring about here.

它们不会消失的。

They're they're not going away.