Robinhood CEO称将加码以太坊生态,Google推银行加密安全系统
Uh Oh, Robinhood CEO just said this about ethereum
Robinhood作为头部合规交易所明确表态加码以太坊L2生态,且Google发布面向机构的加密托管方案,均为影响行业基础设施与资金流向的具体事实,值得加密从业者关注。
We could be doing more to support the community and I think you should expect to see us really ramp that up. Uh
我们本可以更多地支持社区,我认为你应该期待看到我们真正加大这方面的力度。呃
oh. Robin Hood CEO Vlad Tenev just said this about Ethereum in his Q3 Q&A earnings call. Not many investors caught it.
哦。Robin Hood 首席执行官 Vlad Tenev 在第三季度财报电话会议的问答环节中刚刚发表了关于以太坊的这番言论。没多少投资者注意到这一点。
And um what we didn't anticipate is products like Robin Hood chain, right? And we we said Robin Hood chain already in quarter got out of the gate really quick.
而我们没有预料到的是像 Robin Hood chain 这样的产品,对吧?我们在第一季度就已经推出了 Robin Hood chain,而且起步非常快。
As I share this with you which affects Ethereum and crypto long-term, it is important to understand what has just what is affecting crypto short-term. Fed leaves interest rates unchanged as expected. Although a rate hike now in December remains likely as the US central bank continues to focus on inflation which remains well above its 2% target. CNBC explains
当我与你分享这点对以太坊和加密货币长期产生影响时,重要的是要理解目前什么正在影响加密货币的短期走势。美联储如预期维持利率不变。尽管由于美国央行继续专注于通胀问题,而通胀仍远高于其 2% 的目标,因此 12 月加息的可能性仍然很大。CNBC 解释道
Federal Reserve leaving interest rates unchanged at 375 to 4% in that range in a 10 to2 vote. The Fed saying it seeks quote the accumulation of more information to figure out where to set policy and wants to quote ensure a timely return of inflation to the 2% target. I'm going to read this full new sentence that appears in the uh statement now. It says the accumulation of more information will help the committee determine the policy stance appropriate to ensure a timely return of inflation to the committee's 2% goal.
以 10 比 2 的投票结果将利率维持在 3.75% 至 4% 的区间不变。美联储表示,它寻求“积累更多信息”以确定政策设定方向,并希望“确保通胀及时回归 2% 的目标”。我将朗读现在声明中出现的这句全新表述。它指出,“积累更多信息”将帮助委员会确定适当的政策立场,以确保通胀及时回归委员会设定的 2% 目标。
So, they're buying themselves a little time. They'll say they'll have better information, newer information in December, their next meeting. Yet, because they do make a point of flat out saying inflation remains elevated, we are still committed to our 2% goal. That's why a December hike remains widely expected because CPI is well above 2%, inflation is well above 2%. And hey, maybe these energy costs go down in the next few months, but right now they're still elevated.
所以,他们为自己争取了一点时间。他们会说,在下一次会议即 12 月的会议上,他们将拥有更好、更新的信息。然而,因为他们特意明确表示通胀仍然高企,我们仍然致力于实现 2% 的目标。这就是为什么 12 月加息仍然被广泛预期的原因,因为 CPI 远高于 2%,通胀也远高于 2%。嘿,也许未来几个月能源成本会下降,但目前它们仍然处于高位。
And the market expected this, so the market didn't react to this. Bitcoin had a neutral response, kind of popped a little on the news slash to nothing. Ethereum and the broader crypto market had sort of a neutral response, sort of popped a little and then corrected slash did nothing. When the mark when the Fed does something that the market does not expect, that's a surprise. That's when really fireworks happen. All eyes will be on the next CPI report coming out November 10th.
市场已经预期到了这一点,因此市场对此次决议没有做出反应。比特币的反应中性,在消息公布后略有上涨随后归于平静。以太坊和更广泛的加密货币市场也表现出某种程度的中性反应,短暂上涨后回调或毫无动静。当美联储做出市场未预期的举动时,那才是意外。那时才会真正出现剧烈波动。所有人的目光都将投向将于 11 月 10 日发布的下一份 CPI 报告。
The only CPI report before the Fed's December meeting. This will have an effect on crypto, on markets. I will keep you updated. And looking at Ethereum, Robin Hood CEO Vlad Tenev is very bullish on Ethereum. Not many people caught this. This was in his Q&A at his Q3 earnings call yesterday.
这是美联储12月会议前唯一一份CPI报告。这将对加密货币和市场产生影响。我会持续向大家更新动态。再看以太坊,Robinhood首席执行官Vlad Tenev对以太坊非常看好。没多少人注意到这一点。这是在昨天他的第三季度财报电话会议的问答环节中提到的。
And um what we didn't anticipate is products like Robin Hood chain, right? And we we said Robin Hood chain already in quarter got out of the gate really quick with 100 billion in DEX volume and 50 million of chain fees, right? And you you you think about how much and and we're we're actually continuing to invest. Frankly, the the growth of of the chain and associated ecosystem and the wallet surprised uh and and sort of like uh uh was higher than our expectations.
嗯,我们没有预料到的是像Robinhood Chain这样的产品,对吧?我们说过,Robinhood Chain在季度初就已经迅速启动,DEX交易量达到1000亿美元,链上费用达到5000万美元,对吧?你可以想象一下规模有多大,而且我们实际上仍在继续投资。坦率地说,该链及其相关生态系统和钱包的增长超出了我们的预期,比我们预期的要高。
And so now we're spending a lot of time, you know, investing in how to make that even bigger, how to support the community. We know we've been hearing from a lot of builders that, you know, we could be doing more to support the community and I think you should expect to see us really ramp that up because, you know, we want to make it the best developer ecosystem as well as the best sort of global uh onchain community.
因此,现在我们花大量时间投资于如何进一步扩大规模、如何支持社区。我们知道,许多开发者一直反馈说,我们可以做得更多以支持社区。我认为大家应该期待我们会大幅加强这方面的投入,因为我们希望将其打造为最好的开发者生态系统,以及最好的全球链上社区。
So, um yeah, you should expect to see us ramping the investment because you just don't see growth of a new ecosystem like this. It's it's a uncommon thing. I mean, a lot of chains have launched uh over the past few months that have just had not nearly like a incomparably small uh level of traction compared to this. So, so we're doubling down on that.
所以,嗯,是的,大家应该期待看到我们加大投资力度,因为像这样新生态系统的增长并不常见。我的意思是,过去几个月里有很多链上线,但与这个相比,它们的吸引力简直微不足道,完全无法相提并论。因此,我们正在加倍投入。
So, let's put a few things into perspective. Number one, Robin Hood had a bad quarter. Robin Hood crypto revenue falls 55%. Yet, Robin Hood chain, their Ethereum L2, they're pushing more resources into this. This is a global company with tens of millions of funded customers, hundreds of billions of assets on their platform and he says expect their involvement in Ethereum to really ramp up. Now the only hesitation, the only I should say uncertainty coming up in all markets is Anthropic's IPO.
所以,让我们把几件事放在正确的视角来看。第一,Robinhood表现不佳的一个季度。Robinhood的加密收入下降了55%。然而,他们的以太坊L2——Robinhood Chain,正在投入更多资源。这是一家拥有数千万付费客户、平台上资产规模达数千亿美元的全球公司,他表示预计他们在以太坊领域的参与力度将大幅提升。目前市场上唯一的犹豫之处,或者更准确地说是不确定性,来自Anthropic的首次公开募股(IPO)。
This is the company behind Claude. They're doing they had over 900% revenue retention but are still losing money like crazy. $80 billion in first half year losses. I highly encourage everybody to keep tabs on the preipo trading price of Anthropic because whether you're longing the company into the IPO or shorting the company, you're bearish on the company into the IPO, check out exchange partner liquid trading because they're decentralized, they're decks, they're non-custodial.
这是 Claude 背后的公司。他们的收入留存率超过 900%,但仍然疯狂亏损。上半年亏损高达 800 亿美元。我强烈建议每个人都密切关注 Anthropic 的 IPO 前交易价格,因为无论你是做多该公司以迎接 IPO,还是做空该公司看跌其 IPO,都可以查看交易所合作伙伴 Liquid Trading,因为它们是去中心化的、非托管的。
When news breaks after hours and the traditional market is asleep or say it's on a weekend, you can trade the price action 24/7 on liquid exchange which is built on hyperlquid. You can trade per, you can trade crypto, you can trade preo companies, you can trade the stock market allinone exchange and anybody who signs up for a limited time with referral code altcoin daily link down below get 10% off all trading fees for a lifetime.
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Link down below. Follow along with the price with me. And we have some big news for Ethereum in the crypto market. Breaking. Google is now building crypto security for banks. So Google has unveiled a new system that lets banks securely store and send Ethereum and tokenized assets with a full launch planned for early 2027. So, as more hacks continue to happen with the evolution of AI, the security continues to get stronger with the evolution of technology and AI upgrade.
下方链接。和我一起关注价格走势。我们在加密市场有一些关于以太坊的大新闻。突发:Google 现在正在为银行构建加密安全系统。因此,Google 推出了一项新系统,允许银行安全地存储和发送以太坊及代币化资产,计划于 2027 年初全面推出。随着 AI 的发展黑客事件持续发生,随着技术和 AI 升级的演进,安全性也在不断增强。
Google unveils a new crypto security system for banks as compromised private keys accounted for 43.8% of crypto theft in 2024 per chain analysis. How will this work? The new multi-party compute MPC service splits wallet keys across multiple systems and checks transactions before approval, reducing the risk of a single breach exposing funds. Alphabet, the company behind Google, is already using the technology to secure assets on Ethereum and Solana while major financial institutions are testing it.
Google 为银行推出新的加密安全系统,据 Chainalysis 数据显示,2024 年加密盗窃案中 43.8% 归因于私钥泄露。这将如何运作?新的多方计算 MPC 服务将钱包密钥分散到多个系统中,并在批准前检查交易,从而降低单一漏洞导致资金暴露的风险。Google 母公司 Alphabet 已经在以太坊和 Solana 上使用该技术来保护资产,同时主要金融机构正在对其进行测试。
Google also plans future postquantum security upgrades with commercial rollout targeted for early 2027. It's headlines like this that make institutions feel a lot more comfortable in investing time and money into the crypto space. And big news for the biggest buyer of Bitcoin, Michael Sailor's company, Strategy, their shareholders have officially approved daily dividends for all four of their US preferred stocks. So STRF, STRC, STRK, and STRD.
Google 还计划未来进行后量子安全升级,商业推广目标定于 2027 年初。正是这样的头条新闻让机构在对加密领域投入时间和金钱时感到更加安心。关于比特币最大买家 Michael Saylor 的公司 Strategy(战略)也有重大消息,其股东已正式批准其四只美国优先股每日分红。即 STRF、STRC、STRK 和 STRD。
There's nothing really like this, as big as this at at scale that offer daily dividends if big money wants daily income. I mean, who doesn't want a stable coin that pays 8% instead of zero?
目前没有任何类似的产品,能在如此大的规模上提供每日分红,如果大资金想要获得日常收入的话。我的意思是,谁不想要一个能支付8%收益的稳定币,而不是零收益呢?
Who doesn't want a stable coin that pays 8%.
谁不想要一个能支付8%收益的稳定币呢?
Or wouldn't you rather have a money market that paid you 10 instead of four?
或者,你难道不更希望有一个货币市场基金能给你10%的收益,而不是4%吗?
Why would you hold stable coins that pay you nothing? Michael Sailor believes this will bring massive money into his products, which in turn he will use to continue to buy Bitcoin in mass. So, think of just how far we've come in one year. because it was about one year ago today that Bitcoin price collapsed. This was around when we were really going full force with the Iran war. Bitcoin has survived the Iran war. It has survived rate hikes.
为什么还要持有那些不给你任何收益的稳定币呢?Michael Sailor 相信这会将巨额资金引入他的产品,而他随后将用这些资金继续大规模购买比特币。所以,想想我们在过去一年里走了多远吧。因为就在大约一年前的今天,比特币价格崩盘了。那正是我们全力投入伊朗战争的时候。比特币挺过了伊朗战争。它也挺过了加息周期。
It has survived one of the biggest capex booms for AI pulling liquidity uh to something for the first time maybe in crypto's existence that was quote unquote cooler newer tech than crypto which had always been that vertical for years and years. Bitcoin and crypto survived it all for a year. And not that we're out of it yet, right? How many how many chartists how many traders are predicting that we fall back down to the 50week moving average because that would be normal.
它挺过了AI领域最大规模的资本支出热潮之一,这次热潮首次从加密领域抽走了流动性,而在此之前,人们一直认为那种所谓更新、更酷的技术比加密技术更好,这种观点已经持续了很多年。比特币和加密货币在一年内挺过了这一切。而且我们现在还没完全脱离风险,对吧?有多少图表分析师、多少交易员预测我们会跌回50周移动平均线,因为那是正常情况。
That's something we've always retested in the start of bull runs in the start of bull runs and we may or may not test i
这是我们每次牛市初期都会重新测试的位置,在牛市初期,我们可能会测试,也可能不会测试。
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