马克·库班新预测：芯片将成为新加密资产，回顾其过往加密预测失败史
Will Mark Cuban eat his words with his newest crypto prediction?
On Saturday afternoon, Mark Cuban posted another crypto prediction, “Chips as an asset class will be the new crypto.” Within a day, the controversial, 10-word thesis became a trending topic and racked up over 1.2 million views.
周六下午，马克·库班又发布了一条加密货币预测，“芯片作为一种资产类别将成为新的加密货币。”不到一天，这条颇具争议的十个字的论点就成了热门话题，并获得了超过120万次浏览。
The replies doubled as a highlight reel of Cuban’s dismal record with prior crypto predictions.
回复中不乏库班以往加密货币预测惨淡记录的精彩片段。
Cuban has been incorrectly predicting crypto prices for more than seven years, including a banana-based valuation framework and numerous deleted posts that are doubly embarrassing after Cuban both failed to predict crypto prices and then tried to erase the evidence.
库班错误预测加密货币价格已有七年多，其中包括基于香蕉的估值框架，以及无数已删除的帖子，这些在库班既未能预测对加密货币价格又试图抹去证据后，显得加倍尴尬。
Chips as an asset class will be the new crypto
芯片作为一种资产类别将成为新的加密货币
— Mark Cuban (@mcuban) August 15, 2026
—— 马克·库班 (@mcuban) 2026年8月15日
Cuban also promoted an Iron Finance yield farm mere days before it imploded and went to $0, plus a “risk free” lender that went bankrupt.
库班还曾推广过Iron Finance的收益农场，就在其崩溃归零前几天，以及一个“无风险”的借贷平台，最终破产。
He has also experienced a six-figure phishing loss of digital assets due to poor security and self-owned by selling out of his bitcoin (BTC) position.
他还因安全措施不力而遭受了六位数的数字资产钓鱼损失，并因卖出比特币（BTC）头寸而自食其果。
Before anyone weighs in on Cuban’s belief that computer chips will outperform crypto, below is a review of his expired predictions.
在任何人就库班认为电脑芯片将超越加密货币的观点发表意见之前，下面是他那些已过时预测的回顾。
‘I’d rather have bananas’
“我宁愿要香蕉”
In a 2019 Wired interview, Cuban said BTC had even less intrinsic value than baseball cards, comic books, or artwork.
在2019年《连线》杂志的采访中，库班表示，比特币的内在价值甚至不如棒球卡、漫画书或艺术品。
Confidently, he delivered a line that still haunts him, “I’d rather have bananas, I can eat bananas. Crypto, not so much.”
他自信地说出了一句至今仍困扰他的话：“我宁愿要香蕉，我可以吃香蕉。加密货币，就不那么实用了。”
Weeks later, he doubled down, telling Forbes’ audience that BTC had “no chance” of becoming a reliable currency.
几周后，他加倍下注，告诉《福布斯》的读者，比特币“没有机会”成为可靠的货币。
Since Cuban’s September 27, 2019 bearish opinion, the price of BTC has rallied 670%. BTC was trading near $8,200 at the time of Cuban’s “no chance” call.
自库班2019年9月27日发表看跌观点以来，BTC的价格已上涨670%。在库班发表“没有机会”言论时，BTC的交易价格约为8200美元。
Deleting his comparison of crypto to dot-com
删除他将加密货币与互联网泡沫相提并论的帖子
By January 2021, Cuban was comparing crypto trading to the dot-com stock trading bubble of the late 1990s.
到2021年1月，库班将加密货币交易比作上世纪90年代末的互联网股票交易泡沫。
That post has since vanished from his account.
该帖子此后已从他的账户中消失。
A few months after he deleted that post, in an October 2021 social audio space on Twitter, Cuban called BTC “the best store of value” and said he actually owned it.
在他删除该帖子几个月后，在2021年10月的一次Twitter社交音频空间中，库班称BTC为“最佳价值储存手段”，并表示他确实持有它。
Mark Cuban narrowly avoids $2.5M loss in $900K crypto hack
马克·库班在90万美元加密货币黑客攻击中侥幸避免250万美元损失
Read more: Serial crypto failure Mark Cuban says he’s in it for the apps
阅读更多：屡次失败的加密货币投资者马克·库班称他参与是为了应用
Mark Cuban’s 206% yield farm went to $0
马克·库班的206%收益农场归零
Cuban’s confusing about-face and attempts to make amends with the BTC community in October 2021, above, makes more sense in light of his June 2021 comments.
库班令人困惑的态度转变以及他在2021年10月试图与BTC社区和解的举动，结合他2021年6月的言论来看，就更有道理了。
That summer, Cuban was a crypto yield farmer. He blogged (archive) about earning “an annualized return of about 206%” as a liquidity provider in a DAI/TITAN pool.
那年夏天，库班是一名加密货币收益农民。他博客（存档）中写道，作为DAI/TITAN池的流动性提供者，他获得了“约206%的年化回报”。
DAI was a stablecoin by MakerDAO, and TITAN was an Iron Finance token. Days later, TITAN fell from around $64 to $0.
DAI 是 MakerDAO 发行的稳定币，而 TITAN 是 Iron Finance 的代币。几天后，TITAN 从约 64 美元跌至 0 美元。
Mortified, Cuban deleted his blog post.
羞愧难当的库班删除了他的博客文章。
Iron Finance itself described the wipeout as a bank run. The project never recovered.
Iron Finance 本身将这次崩盘描述为银行挤兑。该项目从此一蹶不振。
Cuban admitted in another since-deleted post that he got hit like everybody else. He then told Bloomberg, “Even though I got rugged on this, it’s really on me for being lazy” by email.
库班在另一篇后来被删除的帖子中承认，他和所有人一样遭受了损失。随后他通过电子邮件告诉彭博社：“尽管我在这件事上被割了韭菜，但这确实是因为我太懒了。”
Voyager Digital wasn’t ‘risk free’
Voyager Digital 并非“无风险”
Undeterred, Cuban’s basketball team the Dallas Mavericks signed Voyager Digital that October as their first crypto sponsor. Voyager spent north of $25 million on the five-year deal.
库班并未因此气馁，他的篮球队达拉斯独行侠队于当年十月与 Voyager Digital 签约，成为其首个加密货币赞助商。Voyager 为这份五年合约花费了超过 2500 万美元。
Cuban called Voyager’s yields “as close to risk free as you’re going to get in the crypto universe” while promoting the platform.
库班在推广该平台时称 Voyager 的收益“在加密货币领域里，几乎可以说是无风险的”。
Voyager filed for bankruptcy in July 2022, and a class action soon accused Cuban of helping promote its alleged Ponzi scheme.
Voyager 于 2022 年 7 月申请破产，不久后一项集体诉讼指控库班帮助推广其涉嫌的庞氏骗局。
A Florida judge dismissed the case on jurisdictional grounds last December. Investors asked an appeals court to revive it in June.
去年 12 月，佛罗里达州一名法官以管辖权为由驳回了此案。投资者于今年 6 月请求上诉法院恢复审理。
Investors sue Voyager lawyers and NBA over $4B in losses
投资者就 40 亿美元损失起诉 Voyager 律师及 NBA
Pumping DOGE repeatedly
反复炒作 DOGE
Cuban’s Mavericks became the first NBA team to accept Dogecoin (DOGE) payments in March 2021. Cuban exclaimed the launch as the price of DOGE pumped 20% that day.
2021 年 3 月，库班的独行侠队成为首支接受狗狗币（DOGE）付款的 NBA 球队。当天 DOGE 价格上涨 20%，库班对此欢呼雀跃。
On August 15 of that year, he further effused, “DOGE’s imperfections and simplicity are it’s [sic] greatest strengths,” coinciding with another 18% single-day rally in DOGE.
同年 8 月 15 日，他进一步热情洋溢地表示：“DOGE 的不完美和简单正是它最大的优势”，恰逢 DOGE 当日再次上涨 18%。
Eventually, trying to downplay his prior months of promotion, he disclosed a mere “$494” worth of personal DOGE holdings by August 17, 2021.
最终，为了淡化他此前数月的宣传，他在 2021 年 8 月 17 日披露，自己个人持有的 DOGE 仅价值“494 美元”。
Couldn’t even keep his Metamask safe
连自己的 MetaMask 都保护不好
In September 2023, a phishing attack drained around $870,000 from one of Cuban’s crypto wallets.
2023 年 9 月，一次网络钓鱼攻击从库班的一个加密货币钱包中盗走了约 87 万美元。
He admitted the loss was due to him downloading compromised MetaMask software.
他承认这次损失是因为他下载了被篡改的 MetaMask 软件。
Protos reported at the time that he saved a further $2.5 million only by contacting Coinbase before the attacker did.
Protos 当时报道称，他通过在攻击者之前联系 Coinbase，才挽救了另外 250 万美元。
Add this not-so-luminous example to the list of Cuban’s dubious crypto actions.
将这个并不光彩的例子加入库班可疑的加密货币行为清单吧。
Selling out entirely
彻底清仓离场
Then came his capitulation. This May, Cuban claimed, “Bitcoin has lost the plot.” BTC, he lamented, should have been but was not outperforming gold’s then-recent rally.
然后是他的投降。今年五月，库班声称“比特币已经迷失了方向”。他哀叹道，比特币本应跑赢当时黄金的涨势，但事实并非如此。
When bitcoiners dogpiled into the comment section, he boasted about alleged sales at higher prices. “My lowest sales price was 88k. Started in the 120s,” he claimed.
当比特币爱好者涌入评论区时，他吹嘘自己以更高价格卖出的所谓交易。“我最低的卖出价是 8.8 万，从 12 万多开始卖的，”他声称。
A fuller disclosure emerged this month in an interview from Paris’ RAISE Summit. Cuban said he had sold “98%” of a BTC position once worth “hundreds of millions.” The small DOGE position, he said, he kept.
本月在巴黎RAISE峰会的一次采访中，更全面的信息披露浮出水面。库班表示，他已出售了曾价值“数亿美元”的比特币持仓中的“98%”。他说，他保留了一小部分狗狗币仓位。
BTC was trading near $63,000 this weekend. That is well below the $88,000 bottom of Cuban’s exit range, if his autobiographical version of events is actually true. After seven years of bananas, rug pulls, and bankrupcies, the crypto trade that worked out for Cuban was his exit.
本周末，比特币交易价格接近63,000美元。如果他的自述版本属实，这远低于库班退出区间88,000美元的底部。在经历了七年的疯狂、拉地毯和破产之后，对库班而言，真正奏效的加密货币交易是他的退出。
Got a tip? Send us an email securely via Protos Leaks. For more informed news and investigations, follow us on X, Bluesky, and Google News, or subscribe to our YouTube channel.
有线索吗？请通过Protos Leaks安全地给我们发送电子邮件。欲获取更多有见地的新闻和调查，请在X、Bluesky和Google News上关注我们，或订阅我们的YouTube频道。
The post Will Mark Cuban eat his words with his newest crypto prediction? appeared first on Protos.
文章《马克·库班会食言于他最新的加密货币预测吗？》最初出现在Protos上。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力