AI 内容摘要
比特币和AI板块的资金轮动将推动资金回流加密市场,BNB生态尤其是代币化股票和 meme 币被视为最受益方向。
- 当前宏观环境偏向通缩,AI自动化已引发微软等公司裁员,但这也为金融市场释放更多流动性创造了条件。
- 过去约24个月大量资金从加密市场流出追逐AI股票的10-20倍收益,类似互联网泡沫中早期科技公司破产但技术最终胜出的情形。
- 随着AI风险曲线后移,资金预计将回流加密领域,尤其是现实世界资产上链和代币化股票等尚未被充分开发的板块。
- BNB在代币化股票流动性上领先,甚至超过以太坊和Robinhood;CZ从三年前入狱到如今在纽交所敲钟,象征监管环境显著转向。
- 讲话者所在BNB生态 meme 币从30万美元市值涨至200万、回落至70万再回升至140万,正在100万附近构筑更高底部。
- 若地缘冲突(如俄罗斯相关局势)引发市场下跌,讲话者认为这将是"逢跌买入"的短暂窗口,而非趋势逆转。
- 该 meme 币尚未上线一线交易所,团队与金融界及CZ的互动频繁,讲话者认为一旦上线将有强劲表现。
结论:关注BNB生态中具备强社区和代币化叙事的标的,在宏观回调时逢低布局,但需注意以上仅为个人观点、非财务建议。
转写文本
rock and I think we're being more of a deflationary environment with AI automation and already a lot of
layoffs using Microsoft laid also. I think we're in a good position for financial markets to
really get a lot of liquidity soon and stuff and I think over the last couple years we have had
a lot of money left crypto to go chase AI and if you look there was all these companies a lot of
them that are probably a bankrupt because they were just like similar to the dot com bubble right
it's not like the tech won't change the world but some of the companies that were involved with
the initial tech went bankrupt a lot of them right that's what the dot com bubble was and
think a lot of money left crypto whether that was the trenches the macro Bitcoin whatever
over the last you know let's call it 24 months and they went to chase those 10 20 x's in the
stock market and they got them right and now I think we're further at the risk curve with AI
and I think we're gonna see a lot of money flow back into crypto currency this is an untapped sector
especially in a time that we got a we're bringing the world on chain whether it's artificial intelligence
whether it's tokenized stop I think we are in a very very beginning innings of like the
historic run last cycle all didn't get a lot of love right yet a few things are on right we
had a mean coin season but think mean coin season were actual all coins are running hard like
imagine B and B if B and B hits like you know what I mean just imagine the the flow down of that
you know what I mean people making a lot of money on that and they're feeling even more
risk on and they go up the risk curve in the ecosystem and so that's what I think is gonna happen
I think we're you know a week's out if that and so I think if we do see from macro point of view
if we do get an announcement like hey there is a um front bomb dire in I made a post about this
all the political bots are all over if they're running up like 30,000 views so far but
um if they do get attacked I think it's gonna be short live like I think that'll be a by the dip
moment if it does dip in my personal opinion right never financial advice but I think that'll
signal the beginning with the end and you crying in Russia um you know announced a cease fire
and they're working on stuff there but I think everything's good and then when you look at the
the trenches side of things obviously if you look at all coins let's start there first right you've
got B&B their position very well B&B is making a huge push into tokenization of everything
CZ is still the most active founder in all of cryptocurrency right if I had CZ's money dude I would
be gone you would never hear of me again you would never see of me again I think it was at the New
York Stock Exchange recently maybe that was like yesterday or it was recently he was doing something
like ringing the bell or something I could be wrong on that but he was doing something up there
yeah he was the ring the bell okay mine you three years ago he was in prison right uh that the SEC
you know against you know money laundering or wire fraud whatever they got him for right so you're
you're going from a political environment a legislative environment where three years ago
one of the richest men in the world and probably the richest man in crypto was imprisoned in the
United States to getting a pardon and then ringing the bell at the New York Stock Exchange what's
what's B&B have to do with stocks right you ask yourself what are going to be tokenizing
a shit ton of stock think they've actually got the most liquidity for tokenized stocks in any chain
right now even Robin Hood more than even Ethereum I think I think I think I think they've got a lot
tokenized stocks right but so I think it's I think everything's bullish B&B and then when you look
at the B&B ecosystem dude I don't think there's a meme coin position better than us right it's just
you know the same thing we've been saying right it's just making sure the community's strong
staying together through these through these times and through the pounds or the the markets bad you
I mean we ran from 300k to two mill down to like what 700k back up to 1.4 so we're just we're just
building the higher floor we built a floor at 300k a couple months ago now we're building the floor
if you know what appears to be around one mill right and so to me thesis hasn't changed if anything
it's increased with you know maybe you could talk about that a little bit I missed the last
space but I know there's been a lot what I would consider a lot of finance affiliated interactions
with the team and even CZ interacting with with people on the team right and so it's obvious it's
obvious you know if we got listed out for today dude I think it would be that hot you know I mean
it would do good right but it's just not the time it's just not the time right there was there was
a coin on Robinhood that Vlad mentioned in the stream and it eight X and then sold off right so
it's just not the time their trenches are risk off right now right but anyone that's in my
discord anyone that fall you know watches my streams so notice I haven't been buying anything recently
right I've been a risk off as well only thing I got in was being becapped gotten one other play
it went up then it came down to break even a cut the only one that I'm holding is being becapped
now chasing any new pairs anything like that because just the risk reward isn't there I see people all
day long getting washed and so that's kind of my overview of the market I think that's where I can
provide the most value and stuff is kind of giving a overall take on that but we got midterms next
week guys so I think we're if your if your wife wants to take some time off let her do it this weekend
if she wants to go out on a little trip go away for the weekend tell her do it this weekend because
I'm feeling the next two months you ain't gonna want to take no time off I'm the locking gas we got
a lock in when it's hot and when it's slow protect capital and you know enjoy yourself enjoy the
the money you made the you know freedom you made from when you were locked in during the parabolic
but now I pass over to you man fill us in on some stuff maybe yes some of the exchange stuff I
seen some beef coming up the man I've been I've been super busy and then yesterday I lost my
day of man or net man my fiber got cut that's why to end stream this morning but that's fixed now
you know I'm like balls of deep and there's a grog pop thing man I've got like nine bots working for
me now I'm gonna figure out all this but but I hadn't been too in tune with the what happened with
the exchange thing so yeah maybe you can fill us in on that bro thank you bro
yeah same here man I'm not buying any new paris I'm just sticking with B&B cat obviously
you know these are the tokens you want to get in you know before right you don't want to get in
when everybody's coming right so this is where the most money's made but yeah as far as the
kukoi thing man it's kind of disappointing you know because you know obviously I don't think
kukoi was involved in it right maybe an employee there or somebody because it's something that
has happened before with um hold on what's the other token are you referring to like de listings
or something no so what happened is kukoi an official kukoi account joined our telegram
and then they reached out to me because you can see on the cto lead on the you know you just asked
the bot who's the admin right so they message me and they they say that you know they explain who
they are that they're looking at it to you know listing us and you know asking some questions I
answer the questions um then they go on to say you know the different options that I was like well
out where cto you know we don't just have to be grand to pay for a listing right it would be
donations from whales and the community to provide the liquidity they're asking for so you know
what's so good to be true that's what obviously I started let me do some more research you know
I verified the both tg accounts that they you know they add us into the group they both cleared
verification on kukoi's website you can go to kukoi's website directly I didn't click a link
I went directly to kukoi I well you know check where you could put the telegram name I copy to
paste telegram name directly from telegram so there's no mistake there and both handles verified
as being associated with kukoi so I started screenshot and everything I started video recording it
so then I was like well you know we continue the negotiation right I didn't want to accuse them
of anything yet and we got down to 0.5% of supply for liquidity that they would return the liquidity
after 30 days and split the market making costs freed listing because we're cto right so this
all looked extremely well from our side because it's like okay well they understand we're cto
you know they're gonna help us out you know they see how hard we've working right well you know
I started getting a little suspicious before obviously I would send you tokens or you know I
reached out to the community I was like we should you know prepare with the community think about
you know given the 0.5 and I had asked them I was like well can you send me a message to the
BB cap main from the main ex of kukoi then they try to explain how that's a different department
they can't do that then they wanted to verify through through an email directly from kukoi
through their domain so we started that process and I was like you know what the shumden
seem right and I was like yeah before we do anything I need to see the listing contract and I do
need to confirm it and they just became very pushy and I was like that's not consistent with a
you know a billion dollar company right they're not sitting there attacking you and pushing you
so when the conversation started going a little south now I just flacked home I was like you know
it's a scam then they deleted the whole telegram the whole chat but I already had screen recorded
everything and you know took pictures or screenshots and that's why I learned the community to what was
going on removed them from the tg so after I made the post telling everybody what had happened on ex
the next day after I tagged kukoi in that mysteriously both of those tg accounts are no longer verified
on on kukoi in the website so I mean it's like they somebody knew to remove those
whether this is someone that has hacked their website and they are you know I don't want to make
any accusations right this is just a theory of mine is that either they hacked their website and
they're able to put these user names in there to verify or it's somebody within kukoi you know
I don't think it's somebody high up right it could be somebody working in some type of department
that's doing this because this scam I think they did it to somebody in april and this is just you
know of one I found right it was uh hold on and they have an article about it but yeah as of now you
know we submitted a support ticket to kukoi message them on ex we obviously made that post that's been
shared and we did a support ticket we haven't heard back from them you know because I think you
know we deserve an explanation because you know we're a ctl right if we would have given point five
percent of these scammers what do you think would have happened is they they would have just clipped
the chart and sold the tokens right and it would have affected everybody so to have these people
going out there especially that they're targeting ctls that might be more likely to fall for the scam
um it doesn't matter who the token is because originally they they asked me for I think it was 50
grand worth of tokens so if it wasn't a ctl and someone gave a debt supply of that much I mean
they would have killed the token but yeah it was nerva the coin was nerva xnb on April 28th to 29th
2026 and nerva reported the same attempted kukoi listing scam that bnb kept encountered
telegram poppy honder score kukoi 1 the username reportly past kukoi kukoi official verification system
offered a free exchange listing but requested liquidity funds after the telegram conversation was
deleted and the username stopped passing verification that's the same thing that happens to us the
next day after you know we posted about it so whoever's doing this still has access either kukoi
remove them or you know they remove themselves to keep their scheme going and hopes that you know we
did a screenshot or take video before um sorry before you know the scam was figured out but this was
back in april 28th of 2026 so we're not tober right so was that five months six months uh you know
they'll quote me um but that's a good amount of time right for kukoi not to correct that right not to
fix what is going on with that so I do think they need to address it um because it's not fair for
anybody to lose money like that you know especially we've been working very hard and you know
the token yeah so yeah wonder if it's like a a current employee that is just trying to like
you know get some extra money or something or if it's like a ex-employee that still passes the
verification or if it's you know something worse like you're like maybe an exploit or something
I have no idea hopefully they address it though so we can stop speculating and yeah like
yeah I guess I was just giving a theory I'm not accusing kukoi of course I don't think kukoi is
out to steal a little bit of some money like that right I mean it might be a little bit to them but
it's a lot of money to us right all right I definitely think it's somebody within kukoi though
that's just my theory because the other they there's other user names for the scam that they did
with other people remember that's just another token that had the similar experiences us
that we saw posted about it you know what I mean so there could be other articles other people you
know and I know other tokens I've back in the day that were at a hundred million and something
like that killed the token you know that they went to go verify mixed-ranged listing and they had
a large amount of being beastly