Hedera HashChat: What's going on with HBAR?!

Hedera Community 订阅播客 32m 8s 0 次下载 收录于 2026-09-29 #热门

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HBAR 价格突然拉升引发猜测,播客分析了可能催化剂,认为英伟达开放代理安全平台博客最可能是真正的“冒烟枪”。 - HBAR 出现显著上涨,从约 11 美分突破 12 美分,并逼近 13 美分;上涨始于美东时间凌晨 4:37。 - 排除“拉高出货”可能:当天加密市场整体下跌,此时操盘时机不佳。 - 较不可能的催化剂:Quant 曾表示交易偏好 Hedera,但这只是延伸信息,力度有限。 - 另一个较弱催化剂:约五天前 IBM 与 Hashgraph 协会合作推出基于 Hedera 的身份解决方案,时间上不像直接触发因素。 - 最强候选催化剂:Equity Lab 发布与英伟达开放代理安全平台相关的消息,Hedera 被纳入其中。 - 该平台涉及英伟达、IBM、SpaceX、花旗、Anthropic 等巨头,而 Equity Lab 正将 Hedera 技术嵌入英特尔和英伟达芯片。 - 博客发布于凌晨 4:55,而价格在 4:37 已启动,说明知情资金可能提前 20 分钟行动,时间线吻合。 - Equity Lab 计划在 GTC Berlin(约 10 月 17 日)后更新,可能还有后续市场推广信息。 结论:若关注 HBAR 后续走势,应重点跟踪 GTC Berlin 前后 Equity Lab 与 Hedera 的官方更新,以确认这轮上涨是否有基本面支撑。

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what might hit next? And there could just be normal flows between these tokens, but this is pretty pronounced for that to be the case. You could also of course have a pump and dump or something like that. Nefarious actors out there just saying, what can we get going, get their community, riled up, get them to start to pile in and then sell into that? I don't think that's the case, especially. It's just not a great time to do it, considering a lot of the rest of the crypto space is down today. So you start looking at the potential other catalysts out there. I'm going to go kind of in order from the least likely to the most. A couple of people did mention that, Quant, since it had such a big move yesterday, they've mentioned a few times that for transactions, they do prefer Hedera, so it could be a follow on from that. People are highlighting that information. The next one that I got was, I think about five days ago, we had IBM come out with the hash graph group that's under the hash graph association umbrella that some organizations around Hedera that are out of Switzerland. They came out with a partnership with IBM around a trust, or I'm sorry, an ID solution around Hedera. One guy was really salty. Let me see if I can pull up what he actually said to me. And I was, we love salty people folks. It is, I shouldn't highlight what he says because he brought some salt, but like you said, you have to highlight these kind of things. So his name's CMOBHZ. And he said, you guys, this is to my video, you guys are not well informed. Hedera had a big partnership with IBM, go get some information. I was like, whoa, all right, buddy, I'll look into it. But I think he probably came across, there was a story from CoinMarketCap that highlighted that as the catalyst. And people all the time, this is what we're doing right now, right, they wanna find the reason for it. And I kind of doubt it because it came out five days ago. Could it help it as more people come across it and all that kind of stuff? Yes, but it doesn't seem like a smoking gun to me for the pump that we saw begin this morning. The pump started at 437 Eastern. Now there was another piece of news that came out right after the pump. Now in crypto, you know that just because it came out right after doesn't necessarily mean that wasn't the catalyst because of course there are people that have that information. And it was something that came out of equity lab. And let me see if I can bring up here. Okay, so Jensen is highlighting it here, but they came out with a story around that. And it's the Nvidia Open Agent Safety Platform. Now these are monster companies. We have a center, which of course is a Hedera Council member. We have IBM in there, we have SpaceX. And for context folks, I've got the tweet that Hedera quote tweeted from Jensen with this list of companies if you wanna follow along. Sorry. There you go. I got that pin to the top. There's ballparko, you know, 100 different teams here. But we're talking about monsters. Like some of those that I just mentioned, you're talking about trillion dollar companies. Nvidia itself is a multi trillion dollar company. And then you have one little company startup, equity lab. And equity lab is embedding Hedera technology directly into Intel and Nvidia chips. I recently reached out to them as I often do to see if I could get any updates. And they said not until after GTC Berlin, which is an Nvidia conference that's held. So you could guess that there might be some information that comes out around that. But you know, which one of these is not like the others. Little tiny equity lab that is building their entire tech stack on top of Hedera. But a center does fit into that because they're there go to market partner for Europe. Not sure exactly when they're fully going to be going to market. But with GTC Berlin coming up, I think October 17th, that's certainly a good guess is around when their good market is going to be. But it could all be wrapped up in this and to get equity lab and Hedera a center alongside some of these other players and thropic and city bank and SpaceX. And of course, Nvidia, it's perfect. The actual blog for this came out at 455. So if you wanted, if you had this information, if it somehow got out and you wanted to get ahead of the market, doing it 20 minutes before that blog post was posted, would be when I would guess it would happen, right? So just because the blog post came out a little bit after when we saw the spike, that doesn't say that this isn't the catalyst. So this is certainly. There's a lot of people that seem to be in the know in finance before information comes out. Yeah, exactly. So if I had to guess, this is the smoking gun, just looking at the market right now, right now you mentioned that it's pushing 13 cents. The fact that we pushed through 12 cents is fantastic. The initial move took us up over 11 cents. And then we had a kind of a slow rise. And then of course, as we got closer to 12 cents, which is historically a really important point for Heddera, it was where the initial shafts were, or some of the shafts were set at. So pushing through that was important. We fell back below that because the crypto space is pretty down today. But then we, with some conviction, push back through it. Again, tested 13 cents. It looks like we pulled back a little bit from there right now. We're sitting at 12.6. But I do want to say if anybody else wants to come up and chat about this, has any thoughts or anything like that, you guys are more than welcome. We're both hosts up here so we can bring you up. But what are your thoughts, Jake? My thoughts are, I love it. I love when people are happy. And I see the traction has been mostly what I've been looking at. I mean, this, this, you know, tweet from Jensen that has the list of all the companies obviously goes big, but anything he posts goes big. But the quote tweet from Haderah has over 100,000 impressions. Was posted three hours ago. And it wasn't super detailed. It just says, great to see Haderah Council representation on the NVIDIA Open-Agent Safety Platform. And then, you know, everybody's favorite eyeball emoji. Trust and safety are what the AI economy need to scale responsibly. So this is something that we were, I mean, we were talking about this last week. We've been talking about it. Both of us independently talk to patches who talks a lot about it. So I will say, you know, because I like to point out when I'm not correct about stuff as well as went, well, honestly, I don't really post what I'm correct about stuff. I'm a bit of a, a bit of a masochist that way. But we, we've talked a lot about this, how important it is or we've heard people talk about how important it is to verify AI and having a system, having standards. I mean, hash graph online has been doing massive, massive strides in that area. But I, you know, maybe because I'm a bit of a skeptic, I was kind of like, yeah, that's, that is 100% logical. That's 100% rational. That makes perfect sense. Why necessarily would they do it? Why, you know, why necessarily would they care about that? So to see kind of care about it, I'm sorry, I'm sorry. Well, the industry at large, I, you know, is it a money maker? Is it a money motivator? Is it something that is going to invite speculation? I mean, we're always very close. So what I would, the crypto space or investors care about the Nvidia collaboration? Hmm. Well, when you say like that, it makes perfect sense. I mean, why? It does, I mean, because why would they care necessarily about guidance standards, verifiable? You know, when we're getting into the weeds of the specifics, I hear people snoring, right? But yeah, if you say Nvidia partnership, number go up. Yeah, but I think it's also the timing, right? Because we just had, Quant come out yesterday, had a huge run up. And, you know, they're looking, the traders are out there looking for the next, next thing. So if you start to build a narrative around this, you know, they just, they just want to jump on to what the next ban wagon is. But it is, it is pretty significant substance. I see we got branded D here. Brandy, do you want to come up? What are your thoughts, buddy? Oh, this is very, very exciting for me. Because the way that I think in general, especially through the main Hedera, X account is the way that they're handling kind of the messaging around this and kind of the speed in which they're kind of getting this out. I think that's really, really great. But for anyone kind of really tuned into the AI space, we often joke about these technologies like blockchain and crypto being kind of like a solution in search of a problem. And the environment in the artificial intelligence space, not only does it kind of root directly back to like the founders of Hedera's kind of background in machine learning. But when we look at where we actually are in the space and the arguably inevitable problems that we've come up against, right? Like just today, OpenAI announced that they're slowing down training on some internal models through risks of certain agent swarms going rogue. Last week, the Australian healthcare system was hacked by agents and now Australian government wants the CEOs of OpenAI andthropic to come to speak and be questions and stuff. So the environment in the artificial intelligence space and the conversations now, we even saw like Saturday night live having a skit on it. Like the narrative around AI safety, verifiability, auditability, all these things that I think the Hedera network has like an unfair advantage in. These are now kitchen table type conversations for a lot of people, for better, for worse. And I think that now seeing a lot of these groups coming together and seeing Jensen, posting these types of things and all of the different consortiums that are forming around the topic of AI safety in general. Like Hedera's like super, super well positioned. And I know that Hedera's kind of been hopping around a few different narratives, whether it's tokenized assets or ESG or different things. I think having some kind of focus here at this time and moving quickly in regards to messaging has been really healthy. And it boils down to I think we're touching on two things here. Like is this purely speculation that is leading to the price appreciation of HBAR or like Jake was saying, is this instead some fundamental use case that folks are aware of behind the scenes or something? In my mind, it's like, I really don't think it matters. I mean, when you have this kind of motion and you have a clear solution for a really clear problem, I don't think that Hedera has really been in this position before. Just because the AI narrative is so strong and so close to most people at this point now and those deep in tech have a very nuanced view on it. But in general, like the regular person agrees that AI needs more safety broadly and that's kind of the play that Hedera is in. And some of the products that Hedera has as a network like the consensus service and different things like that. Just give it that unfair advantage, I think. And then on top of that, we brought up hash graph online. All the work that that group is doing, there's so many different moving parts here. And I really want to see it converge into some very, very strong messaging from Hedera. So I was very happy to wake up this morning. And honestly, I was almost more excited about the messaging that Hedera is getting out even just aside from the pump. Like I think that that's really what gets me excited. It feels like they're switched on and kind of to what Brandon was saying. We see this list of massive companies, trillion dollar companies and equity labs in there. So something clearly is happening. And I think that let's focus on, how does Hedera sustain itself beyond this pump, beyond this market cycle into 2027, 2028, 2030? I think there's something really, really strong here. And I mean, it's a Monday, Monday morning, let's just also enjoy it and have some fun. Yeah, for sure. I will say that you really couldn't have a better use case or talk about a problem that needs to be solved. And I think this is hyperbolic and I'm not as concerned about AI is a lot of the narrative is out there. But, you know, they're talking about elimination of the human race. I mean, what bigger problem could there be to address and the fact that equity lab has a potential solution, part of the solution is exactly what you want to see. I see H bar hub down there, see Jerry down there, Mark. If any guys want to come up, just request to be a speaker. I'd love to hear from you. I am going to jump off here before too long. We just want Jake and I just wanted to hop on and kind of talk about some of this stuff. But I am going to put out another video a little bit later. They pretty much just based off of, you know, what we were talking about here, some of the stuff that I dug up and kind of given update because I mean,

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