[播客文字稿]Zeneca: 赚到千万美金，回到原点，再重新赚回来的加密过山车之旅 #126
及时 take profit, 享受人生
如果你还没有订阅，请在下方输入你的邮箱，和 7,200+ 位聪明好奇的人一起，每周免费获取我们对于 Web3 和 AI 应用的最新案例和深度解析，帮助你做全球化时代的超级个体！
如果你有任何建议、反馈或者合作的想法，欢迎联系我们 [email protected], 每封邮件我们都会及时回复。
感谢社区小伙伴 murphy 帮忙整理了文字版，欢迎配合我们的音频 or 视频食用👇🏻
视频采访（带中文字幕）：
音频收听（主播总结版）：
小宇宙：https://www.xiaoyuzhoufm.com/episodes/67e8d22e6ea6002235aad1d4
苹果 Podcast
以下是本期播客全部文字稿内容：
Star & Ruby：Day1Global 播客的听众们，早上好。这里是 Ruby 和 Star。今天我们有一位非常特别的嘉宾参加这个节目。我从 2021 年开始关注他的 Twitter并且非常喜欢阅读他的文章。现在他是一位非常著名的加密货币投资者和交易员。而且他还是一位优秀的创作者，在 Twitter 上有 40 万粉丝。所以欢迎你，Zeneca。非常感谢你接受我的邀请。
Zeneca.xyz：Thank you so much for having me and inviting me to be here. I'm happy to be here. 非常感谢你们邀请我并让我来到这里。我很高兴能在这里。
Star & Ruby：Our first question, and I was also very curious. I know you have been a professional poker player for 15 years. So can you introduce a little bit more of your background? What attracts you to poker and what attracts you to crypto space?
我们的第一个问题，我也很好奇。我知道你已经是一名15年的职业扑克玩家了。你能多介绍一些你的背景吗？是什么吸引你去从事扑克行业，又是什么吸引你进入加密货币领域？
Zeneca.xyz：Yeah, definitely. I played poker professionally from 2005 to 2021. So basically straight from high school, I went straight to poker and then from there to crypto.
是的，当然。从 2005 年到 2021 年，我一直是职业扑克玩家。所以基本上是从高中毕业后，我直接进入了扑克，然后从那里进入了加密货币领域。
And you know, I always loved games, I love the challenge of poker or the different skills required, the math and statistics and the psychology.
而且我一直喜欢游戏，我喜欢扑克的挑战或者所需的不同技能，比如数学和统计学以及心理学。
And that turns out to be a lot of the same things required to trade crypto and be an investor in this space. And so I had some friends that were in crypto and they told me about it when I was a poker player. And eventually I looked into it and yeah, I fell in love.
而这些正是交易加密货币和在这个领域成为投资者所需的相同事物。所以我有一些朋友在从事加密货币，他们在我还是扑克玩家的时候告诉我这件事。最终我研究了一下，是的，我爱上了它。
And so I jumped over into crypto and in 2021, I've been full-time in this space and have a look back.
所以我跳到了加密货币领域，2021 年起，我全职在这个领域工作，从未回头。
Star & Ruby：Yeah, I still remember the first articles that caught my attention were the introductions of NFT space, IPs. And there's a very famous article called Infinite Regret. This is NFT trading. I still remember these days.
是的，我还记得最先引起我注意的文章是关于 NFT 空间和 IP 的介绍。还有一篇非常著名的文章叫做《无限遗憾》。这是 NFT 交易。我还记得那些日子。
Zeneca.xyz：Yeah, that was definitely one of my more popular pieces of writing. It was about two and a bit years ago. I put it out now, but yeah, it seems to have helped some people, which I'm happy about.
是的，那绝对是我更受欢迎的作品之一。大约两年多前我发布的，现在看来确实帮助了一些人，我感到很高兴。
Star & Ruby：So please share the similarities and differences between poker and crypto trading?
那么，可以分享一下扑克和加密货币交易之间的相似之处和不同之处吗？
Zeneca.xyz：Yeah, so a lot of it is just dealing with risk and managing your bankroll. You know, there aren't too many jobs or things where you go and put a lot of time into it and you can like, you can make or lose a lot of money. Most people go to work and they just, they work for a while and they make money, poker and crypto and trading, you can put a lot of time into it and you can, you can make money or you can lose money.
是啊，所以很多时候就是处理风险和管理你的资金。没有太多的工作或事情是你去投入大量的时间但是你可以赚或赔很多钱。大多数人去工作，他们只是工作一段时间，他们赚钱。但是扑克和加密货币和交易，你可以把大量的时间投入其中，你可以赚钱或赔钱。
so like preparing someone for the ups and downs really, really, really helped.
I think, sort of like the psychology of other people, like in poker you have to you're playing against your opponents and trying to understand how they're playing. In crypto, you have to try and understand the markets and the other investors and why people are doing what they're doing. And so there's a lot of similarities in that respect as well.
所以，就像让某人为起起伏伏做准备真的有帮助。我认为有点像其他人的心理状态，就像在扑克中你必须在与对手对抗并试图理解他们如何玩。在加密货币中，你必须尝试理解市场和其他投资者，以及人们为什么做他们正在做的事情。所以在这方面也有很多相似之处。
Star & Ruby：Which is more risk here do you think? 哪个更有风险？
Zeneca.xyz: I would say crypto is a much higher risk. It's different, but, poker is, I would say you have more influence on the results. Whereas crypto, you know, Trump can go and say something and the entire market could change. Just like, you never know what's going to happen in crypto.Whereas in poker, you can understand like the cards and you have a bit more control over it.
我想说加密货币风险要高得多。它不同，但是扑克，我觉得你对结果有更多的影响。而加密货币，特朗普可能去说些什么，然后整个市场可能会改变，你永远不知道加密货币会发生什么。而在扑克中，你可以理解牌，你对它有一点更多的控制。
Star & Ruby：I assume that if you go back to playing poker, it will be a little bit boring for you. Crypto is more fun.
我猜如果现在你回去玩扑克，对你来说会有点无聊。加密货币更有趣。
Zeneca.xyz: Yeah, crypto is more fun. I did it for so long that I don't really miss poker that I'll play sometimes with friends just for fun, but it's not something I do regularly anymore.
是的，加密货币更有趣。我做了这么久并不真的怀念扑克。我有时会和朋友玩只是为了好玩，但这已经不是我定期做的事情了。
Star & Ruby: Okay, cool. So crypto is a huge game for everyone now.
所以现在加密货币对每个人来说都是一个巨大的游戏。
Zeneca.xyz：Yeah, yeah, definitely. Very big game.
是的，绝对是。非常大的游戏。
Star & Ruby: As a player, now I think you gain some unfair advantage or edge in What is that, if you can summarize.
作为一个长期玩家，我认为你从玩扑克的经验中获得了一些优势，如果你能总结一下的话那是什么？
Zeneca.xyz：Yeah, I think it definitely gives me an advantage over people who don't play poker. And there's a reason a lot of poker players went from poker into crypto. Just sort of like the mindset of dealing with probabilities and risk managing all of that. I've just had so much like 15 years of experience doing it.
我认为这确实让我比那些没有玩过扑克的人有优势。很多扑克玩家从扑克转向加密货币是有原因的。我有超过15 年的经验去理解处理概率和风险管理的那种心态.
So most people don't have that background and that ability to sort of think in terms of odds and probabilities and statistics and risk management and all that kind of stuff. So that's definitely probably the biggest advantage I've got.
大多数人没有这种背景和那种能够以赔率、概率和统计的角度思考的能力以及风险管理和所有那类事情。所以那肯定是我获得的最大优势。
Star & Ruby：So did you design your strategy when you enter crypto? I assume you had some savings from your previous career, then will want to gain more in crypto and of course have fun meanwhile. So how did you design your strategy according to your ability, according to your edge?
那么你进入加密货币时是如何设计你的策略的？我猜你有一些来自之前职业的积蓄，然后想在加密货币中获得更多，当然同时也想玩得开心。
那么你是如何根据你的能力、根据你的优势来设计你的策略的？
Zeneca.xyz：Yeah, one of those things that kind of evolved and changed over time. So I didn't come in with a specific strategy and say, Hey, I'm going to do this. It was more like in 2021, I’m trying to understand where the opportunities were in the space. And back then it was all NFTs that were the biggest opportunities. of like experimenting and…
是的，这是随着时间逐渐演变和变化的事情。所以我并没有带着特定的策略进来，说:嘿，我要做这个。更多的是在 2021 年，试图了解这个领域的机会所在。当时所有的 NFT 都是最大的机会。就像在实验和
Star & Ruby：means a lot of companies and trades a lot, I guess.
意味着很多公司并且交易很多。我猜。
Zeneca.xyz：Yeah, yeah, definitely. 对，绝对的。
So it was just sort of like seeing what was getting attention at the time. And then NFT has kind of faded away a little bit. then like meme coins got attention and then AI agents and other things.
所以当时只是看看哪些东西在受到关注。然后NFT有点淡出视线。然后像meme币得到了关注，然后是 AI agent和其他东西。
And so just always kind of like keeping an eye out for what the next trend is basically and still is like my strategy for trading is kind of identifying trends and getting relatively early into them.
所以一直都在关注下一个趋势是什么，这基本上就是我的交易策略，我现在仍然是通过识别趋势并相对较早地进入。
Star & Ruby：So basically more about trading the attention here is your strategy. You have a lot of articles in substack. I'm curious, you have experienced many cycles like DeFi, meme calls, AI agents.
嗯。所以基本上是关于交易关注度的策略。你写过很多文章，也经历过一些周期，比如 DeFi，meme币，AI meme。
Zeneca.xyz：Yeah, definitely. 嗯嗯，是的。
Star & Ruby：Which part attracts you most to this crypto space?
这些加密领域中哪部分最吸引你？
Zeneca.xyz：It changes.To me I think DeFi is the most interesting still to me. But like I love NFTs. I think they're fascinating and game changer technology. But DeFi is something that everyone can kind of use and it can improve the lives of people.
对我来说的变化，我想DeFi 仍然是最有趣的。我喜欢 NFT，我认为它们非常迷人且是改变游戏规则的技术，但 DeFi 是每个人都可以使用的东西，它可以改善人们的生活。
It's just a better financial system than the existing one. And I think that is really, really appealing to me. So Defi to me is still the most exciting part of Crypto or definitely one of the most exciting parts.
这只是一个比现有系统更好的金融系统。我认为这对我来说真的非常有吸引力。所以对我来说，Crypto中最令人我兴奋的部分之一。
Star & Ruby：So when you enter crypto, guess maybe you will have a certain financial goal in this space. So do you consider yourself as having made it already?
所以当你进入加密货币领域时，可能会有一个特定的财务目标。你认为自己已经达成目标了吗？
Zeneca.xyz：Yes, I got very lucky when I first got into crypto, whatever goals or thoughts I had surpassed those goals. So now I have to set new goals and focus on new different things. But I've been very lucky over the last few years.
是的，我在刚开始接触加密货币时就非常幸运。无论我有什么目标或想法都已经超过了那些目标。所以现在我必须设定新的目标，并专注于新的不同事物。但在过去几年里我一直非常幸运。
Star & Ruby：Wow, congratulations. We will talk about your new goal. I also read your articles recently which went very viral on Twitter, you make eight figures last cycle then round trip it. I guess in this cycle, you've improved a lot or you remember that lesson. Could you share more about that?
哇，祝贺你。我们接下来会谈论你的新目标。我最近也读了你的文章，这篇文章在Twitter 上非常火爆，你提到上个周期赚了八位数之后，资产又回到原点。我猜在这个周期你有了很大的进步，或者说是记住了上个周期收获的教训。你可以和我们进一步分享一下吗？
Zeneca.xyz：Yeah, definitely. I think a lot of people round trip a little bit. every time it's in crypto, it's something that most people end up doing. You kind of have to learn the hard way. Obviously it was extreme, the amount for me, but I still, I learned from it.
是的，当然可以。我想很多人都会经历一些来回的过程。每当涉及到加密货币大多数人都不得不通过艰难的方式学习。显然，对我来说这个金额数量是极端的，但我仍然从中学到了东西。
I was able to take some profits and this time around, it's just focusing on taking a little more profits and focusing on making better decisions this time than the last time. And I think that's all we can all hope for is trying to do a better cycle and each time around.
我能够获取一些利润，这次我只是专注于获取更多利润并专注于这次做出比上次更好的决策。我认为我们所能希望的就是在每个周期中都努力做得更好。
Star & Ruby：Since you have improved in selling, what are the tactics or discipline taught to take action to implement this cycle?
自从你在卖出方面有所改善后，你采取了哪些策略或自律措施来实施这个周期的行动？
Zeneca.xyz：Yeah, I mean, some are like anytime that you take a screenshot, you should sell some of your position.
是的，我的意思是，每当你截图时，你应该卖出一些你的持仓。
One is that whenever you do sell, send some of the money like a cold wallet, a hardware wallet, so it's harder to access or just take it out of crypto as well and send it to your bank account. That helps a lot. For me, it's a lot like scaling out. whenever the, let's say you own a token and it likes pumps or hits a new all time high, or is going up a lot. Anytime that happens, like take 10%, 15% off. Just so that, you know, eventually things will turn around and crash.
一个方法是，每当你卖出时，将一些钱发送到冷钱包或硬件钱包，这样就不容易取出这笔钱。或者干脆将其从加密货币中取出并发送到你的银行账户，我觉得这很有帮助。对我来说，这更多的是关于扩大规模。每当你拥有一个代币，它像上涨或达到新的历史最高点，或者价格大幅上升时，每当这种情况发生时，像是拿出10%，15%。因为你知道的最终代币价格迟早会下跌，它会崩盘。
So you're not trying to like time at the top or get all or nothing. You're, you're taking some money out as it's going up. and just sort of scaling out of your position. I think that's been really helpful.
所以你不是试图在最高点卖出或者孤注一掷。你是在价格上涨时取出一些资金。并逐渐退出你的仓位。我认为这真的很有帮助。
Star & Ruby：Every time there is an all time high of the price or like the euphoria feelings of others taking screenshots of the profit making, you should sell some. That's a very good strategy to remember. There's a lot of signals to mark the all-time high. The screenshot is some signal.
所以每次价格达到历史最高点，或者你知道，像是其他人截图盈利时的兴奋感，你应该卖出一些。好的，这是一个很好的策略要记住。是的，我明白了。有很多信号表明这是历史最高点。是的。这张截图就是一些信号。
Zeneca.xyz：Yes, I think those are pretty good rules. Yeah.
是的，我认为这是相当不错准则。
Star & Ruby：I think some projects or some verticals help you made a lot of profits. I think this cycle made huge gains on AI agents, right?
我认为一些项目或某些领域帮助你赚了很多利润来分享一些。我认为在这个周期中，AI 代理上获得了巨大的收益，对吗？
Zeneca.xyz: Yeah, definitely. Goat and a few of other ones on Solana were good to me, but I think on Base, the virtuals ecosystem is probably where I made the most things like AIXBT, Virtuals and a lot of the tokens there have probably been my biggest wins of this cycle.
Zeneca.xyz：是的，绝对的。Goat 和 Solana 上的其他几个AI agent对我来说还不错，但我认为在Base上， Virtuals 可能是我的最大收获。像AIXBT、 Virtuals以及那里的很多代币可能是这个周期中我最大的收益。
And even then, round tripping a decent amount, didn't take as much out, but I at least took a good amount of profits on the way up. Cause they've, they've crashed a lot now, but it's at least I took some out when they were, when they were higher. Yeah, definitely.
即使如此，我也回撤了不少，没有拿到那么多的收益，但至少在上涨的过程中我拿到了一定的利润，因为它们现在已经大幅下跌了，但至少我在它们高的时候卖出了一些。是的，绝对的。
Star & Ruby：Yes, we can feel the pain now.
是的，我们现在也能感觉到这个痛苦。
Zeneca.xyz Yeah, I still have a bunch of them as well. Yeah.
是的，我也有很多。是的。
Star & Ruby：Yeah, I hope every time we can do much better than last time, in every narrative. So did you start to take the Virtuals or AI16z or AIXBT?
是的，我希望每次我们都能比上次做得更好。你是什么时候开始投资ai16z或者AIXBT?
Zeneca.xyz：I think Virtuels was around like November last year, maybe early-ish November. so it was relatively early. And then like it was December, mid to late December is when it really went crazy. So it was a good month ahead of the rest of the space.
大约在去年十一月左右，可能是在十一月初，那时还比较早。然后到了十二月，中到晚期的时候，情况才真正变得疯狂。所以 Virtuels比其他AI agent提前了一个月左右。
But you could already start to see some projects taking off and some attention and momentum happening with them. Since then, I haven't really been focused too much on finding new things. mean, the whole market has been kind of down since January, February and March have been pretty down for the market. So now I'm just kind of waiting until the market turns around and looking for what's next.
但你已经可以开始看到在当时一些项目开始启动，并且它们开始受到关注和产生动力。 从那时起，我并没有太专注于寻找新事物。整个市场自一月份以来一直比较低迷，二月和三月对市场来说也相当低迷。所以现在我只是在等待市场好转，并寻找下一步的动向。
Star & Ruby：So what were the signals that caught your attention at that time? For example, like Virtuals or AIXBT.
那么当时吸引你注意的信号是什么？例如 Virtuals还是 AIXBT。
Zeneca.xyz：Yeah, so I think, for virtuals, there had already been AI agents on Solana getting a lot of attention and you'd already seen like Goat, AI16z, and dozens of others really take off.
是的。对于virtuals，已经有在 Solana 上的 AI 代理获得了很多关注，你已经看到像 Goat、AI16z，以及其他数十个项目真正起飞。
And then if you looked at where the money was flowing from one blockchain to another, there was a lot of money flowing from Solana over to base. And virtuals especially were getting a lot of attention. And so that to me made me think that maybe sometime soon, bass will have like a moment or a season and take off. That's why I started putting a bit more time and money into focusing on Base.
然后如果你观察资金从一个区块链流向另一个区块链，你会发现有大量资金从 Solana 流向 Base。特别是虚拟资产吸引了很多关注。这让我觉得也许不久的将来，Base可能会有一个时刻或一个季节，然后起飞。这就是为什么我开始投入更多时间和金钱来关注 Base。
Star & Ruby：Okay, got it. So you monitor the money flow.
好的，明白了。所以你监控资金流动。
Zeneca.xyz：Yeah, money flow and attention, like more people seem to be talking about it on Twitter and it just seems to be getting a little more attention as well as money flows. So those things I think are pretty good indicators of where things might take off next.
是的，资金流动和关注度，比如更多人在 Twitter 上讨论它，而且它似乎也获得了更多的关注以及资金流动。所以我认为这些都是接下来事情可能会起飞的很好的指标。
Star & Ruby：So in this cycle, all the attention seems to be on the meme coins or AI agents. So what's your take on NFT now? What will be next for NFTs?
所以在这个周期里，所有的关注似乎都在迷因币或 AI 代理上。那么你对 NFT 现在有什么看法？NFT 接下来会怎样？
Zeneca.xyz：Yeah, I mean NFTs will have a moment as well. Like we're starting to see in the last week or two, there's been a few collections, Good Vibes Club and Sam Spratt, the masks, they've been doing pretty well.
是的，我的意思我想 NFT 也会有自己的时刻。就像我们在过去一两周看到的，有几个系列，Good Vibes Club 和 Sam Spratt, the masks，它们表现得相当不错。
I'm still very, very bullish on NFTs and I think that we'll see some collections really outperform and there'll be another little moment where NFTs get the attention. But yeah, definitely this cycle has been around meme coins and AI agents.
我对 NFTs 仍然非常非常看好，我认为我们会看到一些系列表现得非常出色，届时 NFTs 会再次受到关注。但没错这个周期确实围绕着迷因币和 AI 代理。
I don't think we get the same thing as 2021 for NFTs. think that was like a super bubble and crazy mania and hype, but I do think we will get some NFTs surviving and doing very well.
我认为我们不会像 2021 年那样对待 NFTs。我认为那是一个超级泡沫和疯狂的狂热和炒作，但我确实认为我们会有一些 NFTs 存活下来并表现得很好。
Star & Ruby：So the NFTs collections you mentioned just now, they're on Ethereum mainnet or other ecosystem.
所以你刚才提到的 NFT 集合，它们是在以太坊主网还是其他生态系统上？
Zeneca.xyz：Yeah. Both on Ethereum mainnet. I'm pretty sure.
是的。都在以太坊主网上。我很确定。
Star & Ruby：Okay, we'll look look into that. 好的，我们会去看一看。
Zeneca.xyz：Yeah. I don't own either of them, but I've just seen people making some money on them and they've been doing very well.
是的。我没有拥有其中任何一个，但我只是看到有人在上面赚了一些钱，而且它们表现得非常好。
Star & Ruby：But this cycle, like even if NFTs are for the token airdrop, like people buy NFTs are for those airdrops of that project.
但在这个周期，人们购买 NFT 是为了获得那个项目的空投。
Zeneca.xyz：Yeah. That's definitely true, like Pudgy, Azuki, Doodles. Yeah, a lot of it's based on these airdrops now, it's interesting. We'll see how sustainable that is.
没错，像Pudgy、Azuki、Doodles都是这样。现在很多都是基于这些空投，这很有趣。我们会看看这有多可持续。
Star & Ruby：Yes. Could you share some regret or mistake you have experienced in trading or investing in these cycles?
是的，你能分享一下你在这些周期中交易或投资时经历过的遗憾或错误吗？
Zeneca.xyz：I mean, it was probably just not selling enough NFTs last cycle. yeah, like I don't have too many sort of regrets.
我的意思是，上个周期可能只是没有卖出足够的 NFT。我没有太多遗憾。
I think that you just have to accept the past and then like they're all lessons and every decision of the past led me to where I am today and I'm happy with where I am today. So, if I made different decisions, maybe I'd be in a worse place.
我认为你必须接受过去，然后它们都是教训，过去的每一个决定都把我带到了今天的位置，我对今天感到满意。所以如果我做了不同的决定，也许我会处于更糟糕的地方。
So it's hard to tell, but one of the biggest lessons was realizing that, I was way too allocated to NFTs and I wasn't diversified enough and had too much risk. So I've just learned from then and now I try to have a bit more balanced portfolio and take more profits.
所以很难说，但最大的教训之一是意识到，我是对 NFT 的配置过多，我不够多元化，风险太大。所以我从那时学到了，现在我尝试让投资组合更加平衡，并多赚一些利润。
Star & Ruby：Okay. So I guess like for last cycle, maybe the majority of your portfolio is NFT. Oh, it’ 99%.
好的。所以我想对于上个周期，可能你的投资组合大部分是 NFT。哦，99%。甚至不是 90%。
Zeneca.xyz：Yes, definitely. was like 99%. It was a lot. at a certain point it was all NFTs.
是的，绝对是。有99%，这非常很多。在某个时候持有的全都是 NFT。
Star & Ruby：Okay got it. Yeah that's my next question. How did you adjust the allocation in your portfolio now?
好的，明白了。这是我的下一个问题。你现在是如何调整投资组合的分配的？
Zeneca.xyz：Now it's a lot more balanced. I still have like 20 to 25 % of my portfolio in NFTs, I think. And then the rest of the 75, I kind of split between ETH, Solana, a bit of Bitcoin, some AI coins, some meme coins, and, but mostly ETH is the biggest percentage. So obviously that hasn't done well this cycle either. It's been underperforming.
现在更加平衡了。我的投资组合中仍然有大约 20%到 25%是 NFT，我想然后剩下的 75%，我大致分成了 ETH、Solana、一些比特币、一些 AI 币、一些meme币，但主要是 ETH 占最大比例。很明显，这次周期表现也不好。它一直表现不佳。
But I'm still bullish on ETH and I'm hopeful that it comes back and turns around and starts performing well sometime next year. We'll see.
但我对 ETH 仍然看好，我希望它能回升并扭转局面，明年某个时候开始表现良好。我们拭目以待。
Star & Ruby：So why are you still bullish on ETH? 你为什么对 ETH 仍然看好？
Zeneca.xyz：I mean, it's like, there's so much being built on top of ETH. There's so much money in DeFi. There's so many big companies and protocols building layer twos, building apps, building so much culture with the art and the NFT space.
我的意思是，它就像在 ETH 之上构建了如此多的东西。DeFi 中有如此多的资金。有如此多的公司和协议在构建二层，构建应用程序，构建艺术和 NFT 空间的文化。
I just think it's still just the mother chain and there's so much being built on top of it. So I believe in other chains as well. That's why I own Solana and I own other things, but I think eventually Ethereum will scale and take off and get a lot of attention again and the price will go up. That's my perspective.
我只是认为它仍然是母链，并且在其之上构建了如此多的东西。所以我也相信其他链。这就是为什么我拥有 Solano 和其他东西，但我认为最终以太坊会将会扩展并起飞，再次获得很多关注，价格也会上涨。这是我的看法。
Star & Ruby：Yeah, we hope so too. But in our WeChat group last night, we were still like, yeah, ETH is over 2000 now. 2000 is a happy moment for ETH holders now.
是的，我们也希望如此。但在昨晚的微信群里，我们还在说，以太坊现在超过 2000 了。这现在甚至是一件事情。2000 对以太坊持有者来说现在是一个快乐的时刻。
Star & Ruby：In a conversation we were talking like next time when it is on Up a little bit. Will you sell it to make a profit? Will you sell it to convert into Bitcoin like many of the friends in our group said yeah, will take profit this time. Yeah, we're also converted into Bitcoin. I said, wow, that's not looking good
在一次对话中，我们谈到下次价格上涨一点时。你会卖掉它来获利吗？你会卖掉它转换成比特币吗？就像我们小组里的许多朋友说的那样，是的，这次会获利。是的，我们也转换成了比特币。我说，哇，这看起来不太好
Zeneca.xyz：Yes, only if it goes up a lot. you know, if ETH goes to like three or 4k, I probably won't be looking to take a lot of profits because I still think it'll go higher and I'm very bullish on it there.
只有在它大幅上涨的情况下。你知道，如果 ETH 涨到像三四千，我可能不会急于获利了结，因为我仍然认为它会涨得更高，而且我对它非常看好。
But yeah, I think looking at that ETH BTC ratio, like it's down to like 0.02 something right now. I think if it gets to 2.5. Yeah, If it gets back to like 0.05, I'll definitely be looking to convert some back into Bitcoin around that point.
是的，我认为看看那个 ETH BTC 比率，现在大概是 0.02 左右。我认为如果它达到，是的，2.5。是的，是的。如果它回到 0.05 左右，我肯定会考虑在那一点上将一些转换回比特币。
Star & Ruby：Yes. So you have a selling plan. 所以你有一个卖出计划。
Zeneca.xyz：But it requires a big pump, not just a little little pump.
但是它需要一个大幅度的提升，而不仅仅是一个小小的提升。
Star & Ruby：Agree with you. yeah, I'm just curious, apart from investing and trading, full time here in crypto, do you have other revenue sources from being a creator or taking other jobs?
我同意你的看法。是的，我只是好奇，从投资和交易的角度来看，你全职从事加密货币领域，你有其他收入来源吗，比如作为创作者或从事其他工作？
Zeneca.xyz：Yeah, I do some advisory work. I work with crypto projects doing various things in the space, whether they're an NFT project or a marketplace or something like that.
是的，我做一些咨询工作。我与从事各种领域的加密项目合作，无论是 NFT 项目还是市场平台之类的东西。
And they just look for some help with whether it's marketing insights or community building or things like that. I share my experiences. So I make a little bit of money from that.
他们只是在寻找一些帮助，无论是市场洞察还是社区建设之类的事情。我分享我的经验。所以我从中赚了一点钱。
And then like a small amount from my premium newsletter. I've just started it like a month ago. But that's, like a thousand dollars a month. It's not anything super significant for me there, but it's, it's just, it's more for me to like to focus on writing and have that thing outside of trading to really put a lot of time into it.
然后从我的文章订阅会员中赚了一小笔钱。我一个月前刚开始的，但大概一个月一千美元。这对我来说并不是什么特别重要的事情，但对我来说，这只是为了专注于写作，并有这样一件事情在交易之外投入大量时间。
Cause I'm really passionate about writing and creating and I'm happy to be putting a little more energy into that. So those are probably the only two major ones outside of my own trading and investing.
因为我对写作和创作充满热情，我很高兴能投入更多的精力。所以除了我自己的交易和投资之外，这可能是仅有的两个主要领域。
Star & Ruby：Yes,I noticed that you got back to being very serious about your newsletter last month.
是的，我注意到你上个月重新开始认真对待你的通讯。
Zeneca.xyz：Yeah, twice a week I'm posting.
是的，我每周发布两次。
Star & Ruby：Wow, that's a lot of commitment.
那真是很大的承诺。
Zeneca.xyz：Yeah, no it is. But I'm really happy about it. Like I've been writing a lot. 是的，确实是。但我对此感到非常高兴。就像我一直在写很多东西。
Star & Ruby：I was also wondering because you just got married last month. Congratulations. Very nice suit, very nice wedding photo. 我也在想，因为你上个月刚结婚。祝贺你。非常好的西装，非常漂亮的婚礼照片。
Zeneca.xyz ：Yeah. Thank you very much. Yeah. The purple velvet. I was very, very happy with that.
是的。铃声。非常感谢。 紫色天鹅绒。我对那个非常非常满意。
Star & Ruby： Yeah, so was one day I received your newsletter about the paid newsletter thing. I was wondering, Zeneca just got married last month and he start to write this month. Yes, why did you want to start a paid newsletter when you were in this time or you just were so passionate about writing?
是的，所以有一天我收到了你的关于付费内容的更新。我在想，Zeneca 上个月刚结婚，他这个月开始写作。是的，你为什么在这个时候想要开始一个付费的内容，或者你只是对写作非常热情？
Zeneca.xyz：Yeah.So mean, was like after the wedding, we took a week and we went for like a little mini honeymoon. We went to the beach and just like fully disconnected. Like I didn't check Twitter, Discord, Telegram. I didn't check the prices of anything.
所以我的意思是，像婚礼之后，我们花了一周时间，我们去了一次小型蜜月。我们去了海滩，完全断开了联系。就像我没有查看 Twitter、Discord、Telegram，我没有查看任何东西的价格。
So I was fully just away from everything crypto. While I was there, I just, you know, I was thinking about what I wanted to do when I get back into crypto and what I was missing.
所以我完全远离了一切加密货币。在那段时间里，我只是在思考，当我重新回到加密货币领域时，我想做什么，以及我错过了什么。
And the thing that just kept standing out was, you know, I want to write, I want to get back into writing. I want to focus on my writing And just had the idea to, you know, maybe we just try this premium newsletter option and see if that motivates me. Cause I've always struggled with motivation. I think by having this responsibility now, I feel obligated to every week, right. for my subscribers, and give them value.
而一直让我印象深刻的事情是，你知道，我想写作，我想重新开始写作。我想专注于我的写作，并且刚刚有了这样一个想法，你知道，也许我们可以尝试这个付费文章，看看这是否能激励我。因为我一直以来都难以找到动力。我认为通过现在有了这种责任感，我觉得有义务每周都为我的订阅者提供价值。
So every single week I'm thinking about how can I deliver value to my readers now? and it's just, something that I'm really passionate about, and, gives me a bit more purpose that rather than just trading meme coins or something that doesn't, it's not very fulfilling.
所以我每周都在思考如何为我的读者提供价值？这是我非常热衷的事情，并且给了我更多的目标感，而不是仅仅交易meme币或其他一些不那么充实的事情。
Star & Ruby：Totally agree. We are doing a substack newsletter. so we do weekly podcast. So the podcast now is a commitment to our audience. Yeah, listeners definitely feel the responsibility here. this question is for me. Yeah, as a content creator. with very great passion when I create some content like Twitter newsletter and podcast, but I feel a lot of pressure when I do trading. Yeah, sometimes I can't sleep. for Zenitha, I say you can do the two things very well. How can you balance that? These different directions.
完全同意。我们也正在substack上进行付费文章的内容，所以我们每周做播客。现在播客是对我们观众的一种承诺。是的，听众确实在这里感受到责任。这个问题是给我的。作为一个是内容创作者。我在创作像 Twitter 通讯和播客这样的内容时充满了极大的热情，但当我进行交易时我感到很大的压力。是的，有时候我睡不着。对于 Zenitha，我说你可以把这两件事做得很好。你如何平衡这两者？这些不同的方向。
Zeneca.xyz：Yeah, I don't know. It's just the two things that I absolutely love and have just, I've always been writing and I've always been a lover of writing and content. And so that's one of my passions.
我不知道。这只是我绝对喜欢的两件事，我一直都在写作，我一直都是写作和内容的爱好者。所以这是我的激情之一。
And then I think the background in poker has really helped with trading and that side of things. but it's a struggle sometimes it's hard to be, creating lots of good content and being fully deep into trading, and vice versa. So sometimes it's a challenge, but it's constantly trying to work and balance both of them.
然后我认为扑克的背景在交易和那方面的事情上真的很有帮助。但是有时候这是一场斗争，很难创作出大量的好内容并完全深入到交易中，反之亦然。所以。是的，有时候这是一个挑战，但它一直在努力平衡两者。
Star & Ruby：So think maybe you concentrate on one thing at a time, like full-time trading or full-time writing.
所以我想你可以一次专注于一件事，比如全职交易或全职写作。
Zeneca.xyz Yes. I definitely. I'm more that way. I'm like very all or nothing. It's like, like since I've been back, I haven't been doing much trading. Honestly. I've just been focusing on the writing and I mean, the market has been bad.
是的，我更倾向于那样。我要么全部一起做要么就干脆两者都不做。自从我回来后，我几乎没有做过交易。说实话，我一直在专注于写作，而且市场一直不好。
So there's not been much desire to trade, but yeah, I'm generally, I pick one thing to focus on at a time. And sometimes I can go back and forth.
所以没有太多交易的欲望，但总的来说，我通常一次专注于一件事。有时候我会来回切换。
So I'll do some trading one day and then writing the next and then trading and writing, but lately it's been more on the writing than the trading.
所以我会有一天做一些交易，然后第二天写作，然后交易和写作，但最近更多的是写作而不是交易。
Star & Ruby：Thank you. So which one do you enjoy more, writing or trading? 那么你更喜欢哪一个，写作还是交易？
Zeneca.xyz：I go through different phases. trading is very fun and enjoyable, but sometimes it gets very stressful. Like, you know, it is stressful to trade. it is stressful to do it all the time. stay on top of it. It takes a lot of time.
我经历了不同的阶段。交易非常有趣和愉快，但有时候会变得非常紧张。你知道，交易是很有压力的。一直做这件事也很有压力。保持领先需要很多时间。
Whereas writing is, I think the opposite of that. It's kind of therapeutic. It's different. Yeah. So it's very opposite. So I would say I, I enjoy both, but I think if I had to pick one, would pick writing.
而写作，我认为是与之相反的。它有像治疗。它是不同的。所以这是非常相反的事情。所以我会说我都喜欢，但我认为如果我必须选择一个，我会选择写作。
Star & Ruby：Then why did you decide to hop on 15 podcasts suddenly?
那你为什么突然决定参加 15 个播客？
Zeneca.xyz Well, I love you know, actually this all goes back to the newsletter. And so like part of restarting the focus on the newsletter is, getting people aware of it, talking about it, getting new subscribers.
你知道，实际上这一切都要追溯到Newsletter。就像重新开始关注通讯的一部分是让人们知道它，谈论它，吸引新订阅者。
And I realized that, you know, it had been a while since I'd, I'd really focused on it or spoken about it or been on many podcasts.
我意识到，已经有一段时间我没有真正关注它，或者谈论它，或者参加很多播客了。
And so I thought that by doing this, I can get a little more awareness of people that may not have known me or knew that I was writing as much and give them an opportunity to find my writing and hopefully some of them might like it.
所以我想，通过这样做，我可以让那些可能不认识我或不知道我写了这么多的人多一些了解，给他们一个机会找到我的作品，希望他们中的一些人会喜欢。
Star & Ruby：Okay, so you enjoy podcasts as much as you enjoy writing.
好的，所以你喜欢播客就像你喜欢写作一样。
Zeneca.xyz：I'd say writing still more, but I do enjoy podcasts. I love talking about crypto and everything related to it.
我还是更喜欢写作，但我确实喜欢播客。我喜欢谈论加密货币和与之相关的一切。
Star & Ruby：That seems like complimentary when you do a lot of writing then just hop on a podcast for one hour, then do it.
当你写了很多东西，然后直接上一个小时的播客，这似乎是种赞美，你知道的，然后就去做。
Zeneca.xyz：Yeah, definitely. It's very similar, yeah.
是的，绝对的。这非常相似，是的。
Star & Ruby：Yeah, we used to watch a lot of episodes of Overpriced JPEG, weekly podcast with Carly. Then she decided to pivot. So many people love crypto.
是的，我们过去经常看《Overpriced JPEG》的很多集。是的，你是... 是的，与 Carly 一起的每周播客。然后她决定转型。
Zeneca.xyz：Yeah, with Collie. she's in politics now. She's part of crypto, but her content is now more focused on tech and politics, is good for her.
是的，与 Collie 一起。她现在从事政治。我的意思是，她是加密货币的一部分，但她的内容现在更多地关注技术和政治，这对她有好处。
Star & Ruby：Actually her podcast was also one of the inspirations I started.
实际上她的播客也是我开始播客的灵感之一。
Zeneca.xyz：Lovely. she's fantastic. She's one of the best podcasters I've ever known. She's really, really professional, quality. 很棒。她很出色。她是我所知道的最好的播客之一。她真的，真的很专业，质量很好。
Star & Ruby：We found you’re writing a book, right?
我发现你在写一本书，对吗？
Zeneca.xyz：Yes, I am. So it's similar things, like lessons I've learned from poker and trading that I think would be helpful to people in crypto, like being a better trader, how to be a better investor, managing the psychology of it all. These kinds of things are the focus of the book.
是的，我是。所以这是类似的事情，比如我从扑克和交易中学到的经验教训，我认为对加密货币领域的人们有帮助，比如如何成为更好的交易者，如何成为更好的投资者，管理这一切的心理状态。这些类型的事情是这本书的重点。
Star & Ruby：So when will it release? 那么它什么时候发布？
Zeneca.xyz：That's the big question. Hopefully in the next couple of months. I've been saying this for a while, but I'm making good progress. Again, I spent a little while where I wasn't writing, so it didn't make much progress, but now it's getting, every day is getting a little bit more written into it. It's getting closer.
这确实是个问题。希望在接下来的几个月了。我一直在说这件事，我正在取得良好的进展。再次，我有一段时间没有写作，所以进展不大，但现在每天都在写得越来越多。它越来越近了。
Star & Ruby：So more about to manage your you metal, like the psychology? 所以更多的是关于管理你的，你知道的，像心理学部分的
Zeneca.xyz：That's part of it, yeah. 那是其中的一部分，是的。
It's definitely the psychology part, but it's also like managing risk, managing your bankroll, how to take profits, when to take profits, how to find new projects. It's kind of everything I know basically is just trying to fit into the book.
这绝对是心理学的一部分，但也像是管理风险，管理你的资金，如何获利，何时获利，如何寻找新项目。基本上我所知道的一切都试图融入这本书中。
Star & Ruby：I think the parallel between poker and crypto trading will be a fun topic. Next time when your book is ready, welcome to our podcast again. We'll talk about it after we read it.
我认为扑克和加密交易之间的相似之处会是一个有趣的话题。下次你的书准备好后，欢迎再次参加我们的播客。我们会在读完后讨论。
Zeneca.xyz Yeah, definitely. There's a lot of overlap there. 是的，绝对有。那里有很多重叠。
Thank you, yeah, I would love to come back on when that's done. Appreciate it,
谢谢，是的，完成后我很乐意再来。感激不尽，
Star & Ruby：Yeah, actually, I think very critical because the logic is not very complicated in crypto space. The other part, the mindset, the mental and some discipline are more important. There's a huge gap between knowing something that you can really take action and implement.
实际上我认为这非常关键，因为在加密空间中逻辑并不复杂。另一部分，心态、心理和一些纪律更为重要。
在知道某事和你真正能采取行动并实施之间存在巨大的差距。
Zeneca.xyz：Yeah, It's two different and big skills. Like a lot of people know what to do, but then it's another, another set of skills actually doing it and having the motivation to do it.
是的，这是两种不同的且重要的技能。很多人知道该做什么，但实际上去做并有动力去做是另一套技能。
Star & Ruby：That's great. Look forward to it. We can talk about this cycle. Yes. What stage are we in? Is the full market over? Yes.
那很好。期待这个部分我们可以讨论这个周期。是的。我们处于什么阶段？完全市场结束了吗？是的。
Zeneca.xyz：I wish I knew. I need a crystal ball to predict the future. I think, yeah, so I actually wrote about that this week. A lot of people are asking, is the bull market over or not? And obviously nobody really knows. But I lean towards thinking it's not over yet. I think there's probably a 75 to 80 % chance that the bull market isn't over and that we will hit a new all time high for Bitcoin this year, or maybe early next year.
我希望我知道。我需要一个水晶球来预测未来。我认为，所以我本周实际上写了关于这个。很多人们在问，牛市结束了吗？显然没人真正知道。但我倾向于认为它还没有结束。我认为有 75 到 80%的可能性牛市还没有结束，我们今年或明年初会达到比特币的新历史高点。
But you know, 20 % chance that yes, the cycle has changed. It's over. We've already topped. but I think that most likely we will see new all time highs and the market will stay bullish for a little while longer. That's my hope. I like, I'm not, I'm not selling everything.
但你知道，有 20%的可能性是的，周期已经改变了，结束了。我们已经达到顶峰。但我认为最有可能的是我们会看到新的历史高点，市场会继续保持一段时间的牛市。这是我的希望。我不会，卖掉一切。
I'm, I'm still sticking. very long and exposed to the market. Hopefully it continues, but, you know, I could be wrong in it. The bear market could already have started. It's so hard to know when you're in the middle of it.
我，我仍然坚持。非常长期且暴露在市场中。希望它能继续，但，你知道，我可能是错的。熊市可能已经开始了。当你身处其中时，很难知道。
Star & Ruby：The way you frame it is very good for us as a reference. Like you will say 20 % over 80%, maybe there's a bull market, then you can act accordingly in your positions.
你这样描述非常好，对我们来说是一个很好的参考。比如你说 20%超过 80%，可能这是一个牛市，那么你就可以相应地调整你的仓位。
Zeneca.xyz：Yeah. I mean, the thing is, no one knows for sure. So if someone's saying like a hundred percent it's over or a hundred percent it's still on, I never trust them because you can never be certain of these things. You have to try and put reasonable percentage chances on them.
我的意思是，没有人能确定。所以如果有人说百分之百结束了或者百分之百还在继续，我从不相信他们，因为这些事情你永远无法确定。你必须尝试给它们一个合理的百分比几率。
If you asked me like three, four months ago, I would say there is a 90, 95 % chance that the bull market will continue and it's not over. But as time goes on and now, things change and you get new information, you have to update your opinion and your views on it all. And so now I'm a little less bullish than I was a few months ago, but I'm still bullish.
如果你三个、四个月前问我，我会说有 90%到 95%的几率牛市会继续，而且还没有结束。但随着时间的推移，情况会改变，你会得到新的信息，你必须更新你的观点和看法。所以现在我的看涨程度比几个月前有所降低，但我仍然看涨。
Star & Ruby：Okay, so, well, we still have a four year cycle in the future, according to your opinion and according to your experience？
好的，那么，嗯，根据你的意见和经验，未来我们仍然有四年的周期吗？
Zeneca.xyz：I don't think so. I don't think so. I think eventually the four year cycle has to stop. Like maybe it'll keep going for another cycle, but eventually it has to stop. Whether or not that's this time around or next cycle, I don't know. But I think that we just can't keep the four year cycle forever. It's too predictable.
我不这么认为。我认为最终四年的周期不得不停止。就像也许它会继续进行另一个周期，但最终必须停止。无论是这次还是下个周期，我不知道。但我认为我们不能永远保持四年的周期。这太可预测了。
And if it were that way, then everyone would just sell every four years and then buy at the bottom. It's just like, I don't think we can continue that. But again, I don't know if it's this time around that it changes or next time, but we'll probably get to a point where it's bullish for like five years in a row.
如果是这样的话，那么每个人都会每四年卖出一次，然后在底部买入。这就像，我认为我们不能继续这样做。但同样，我不知道是这次改变还是下次，但我们可能会达到一个点，连续五年都是看涨的。
Maybe we get like a five year long bear market at some point. It's going to change at some point, but I don't know when. That's the big question.
也许我们会在某个时候经历长达五年的熊市。总有一天会改变的，但我不知道什么时候。这是大问题。
Star & Ruby：The good thing is maybe it's better for builders if it's a more stable, not so volatile environment.
好的一面是，如果环境更加稳定不那么波动，对建设者来说可能更好。
Zeneca.xyz：Yeah, yeah, yeah, I think if any sort of asset gets bigger and bigger and bigger, the variance goes down. And so in the early days, you would have drops of 40, 50, 70 % in the price of Bitcoin. And then as time goes on, pumps are less, but also the drops are less.
是的，我认为它任何类型的资产变得越来越大，波动性就会下降。所以在早期，比特币价格可能会下降 40%、50%、70%。随着时间的推移，涨幅减少，但下降幅度也减少。
So now you don't see it go up as much, but I think it'll also not go down as much. And that's really good for builders and people can build a business around the stability of it all and not have to worry that, my God, it's going to be a bear market. We're going to lose all our revenue or customers or people are going to disappear.
所以现在你不会看到它上涨那么多，但我认为它也不会下降那么多。这对建设者和人们来说真的很好，可以围绕这一切的稳定性建立业务，不必担心，天哪，将会是熊市。我们将失去所有收入或客户，或者人们会消失。
It is a good thing that we will hopefully drop the whole cyclical nature and it will just be a little and steady.
这是一件好事，我们希望能摆脱整个周期性性质，它将只是小幅且稳定的。
Star & Ruby：Looking to the future, what trends do you want to see in crypto or what verticals or paradigms are you paying attention to?
展望未来，你希望在加密货币中看到哪些趋势，或者你关注哪些垂直领域或范式？
Zeneca.xyz：Yeah, I think one trend that's really positive at the moment is like the stable coin flow and like the number of stable coins that are being created and used within the ecosystem. Even though the market has been going down for the last couple of months, the number of stable coins and the stable coin usage has been going up. And that means that people are using crypto.
是的，我认为目前一个非常积极的趋势是像稳定币流动和在生态系统中被创建和使用的稳定币数量。尽管市场在过去几个月里一直在下跌，但稳定币的数量和使用量却在上升。这意味着人们正在使用加密货币。
As a payment rail so that people are actually using crypto to send money to people on the other side of the world or to do business with people.
作为支付通道，人们实际上在使用加密货币向世界另一端的人发送资金或与人做生意。
And to me, that's one of the best use cases of It's better than all the traditional methods of sending money to someone on the other side of the world. And it's faster and it's cheaper. And so I think that's a really promising development.
对我来说，这是最好的用例之一。它比所有传统的向世界另一端的人发送资金的方法都要好。而且它更快、更便宜。所以我认为这是一个非常有前景的发展。
Beyond that, I just want to see some actual practical apps and use cases, things that everyday users want to use because it just makes their lives better. And again, that's why stable coins are so exciting because it's just an improvement over the existing systems. So yeah, hopefully we just see more use cases as time goes on.
除此之外，我只想看到一些实际的实用应用程序和用例，日常用户会使用的东西。因为它能让他们的生活变得更好。这是人们想要使用的。所以，再次强调，这就是为什么稳定币如此令人兴奋，因为它是对现有系统的改进。所以，是的，希望随着时间的推移我们能看到更多的用例。
Star & Ruby：And for example, USDT, we've watched Tether. They say that 70% of the adoption of stablecoin is for payment outside crypto. 例如，USDT，我们讨论过 Tether。他们说，70%的稳定币采用是用于加密货币之外的支付。
Zeneca.xyz：Yeah, yeah, yeah. It's super interesting. Yeah.
是的。这非常有趣。是的。
Star & Ruby：Yes, that's very promising for AI agent or any other verticals.
这是非常有前景的，用于 AI 代理或任何其他垂直领域。
Zeneca.xyz Yeah, I mean, I think AI agents, I'm super excited about AI in general. like AI is to me the biggest technology in the world right now. And I think blockchain and crypto is probably the second biggest up there.
是的，我的意思是，我认为 AI 代理，我对 AI 总体上非常兴奋。对我来说，AI 是目前世界上最大的技术。我认为区块链和加密货币可能是第二大技术。
And so I think the intersection of both AI and crypto, we will see some really exciting things continue to happen.
因此，我认为 AI 和加密货币的交叉点，我们将继续看到一些非常令人兴奋的事情发生。
I don't know if that's the existing agents or new agents or some other thing entirely, but I do think that AI and crypto is the one place I'm still focusing on the most.
我不知道那是现有的代理还是新的代理，或者是完全不同的东西，但我确实认为 AI 和加密货币是我目前关注最多的一个领域。
Star & Ruby：Would you use some AI tools in your life or are the tools you use most frequently in writing content creating?
你会在生活中使用一些 AI 工具吗？还是你最常用的工具是在创作内容时使用的？
Zeneca.xyz：I don't actually use much AI in writing at all. I've tried it. I've tried to use it to help write or edit or anything like that, but I always find that it makes things a little too fake or artificial or soulless for me. I really like using it to brainstorm. So if I'm like researching a project, um, ideas for things to write about, I'll ask AI and it will usually give me some good ideas for about.
嗯，我实际上在写作中几乎不使用 AI。我试过用它来帮助写作或编辑或任何类似的事情，但我总是觉得它让事情变得有点太假、太人工或太无灵魂了。对我来说真的很喜欢用它来 brainstorm。所以如果我在研究一个项目，嗯，寻找写作的主意，我会问 AI，它通常会给我一些好的建议，比如，嘿，也许你应该写这个或者其他。
It's really good for brainstorming for me. So that's how I mostly use AI. This last week I started to like trying to do some coding with AI just to see how I can go with it. But it's mostly just for fun, just dabbling and experimenting.
这对我来说真的很适合头脑风暴。所以我主要是用 AI 来做这个。上周开始尝试用 AI 做一些编程，只是想看看我能做到什么程度。但这主要只是为了好玩，只是尝试和实验。
Star & Ruby：Cool. Do you envision yourself using AI for trading? Like AI agents help you make a trading decision. Can you do that?
你设想自己会使用 AI 进行交易吗？比如 AI 代理帮助你做出交易决策。你能做到吗？
Zeneca.xyz：I think so. I think eventually everyone will. I think eventually it'll be too difficult not to use AI because everyone else will be using AI and then you'd be at a disadvantage by not using it.
所以，我认为最终每个人都会这样认为，最终不使用 AI 会变得太困难，因为其他人会使用 AI，而如果你不使用它，你就会处于劣势。
Right now I don't really use AI for trading but occasionally I'll use a bot or something that is basically some form of AI. But yeah, as time goes on I think we'll all be using AI a bit more for trading.
现在我并不真的使用 AI 进行交易，但偶尔我会使用一个机器人或某种形式的 AI。但随着时间的推移，我认为我们都会在交易中更多地使用 AI。
Star & Ruby：It's a little bit hard to imagine, especially for pro traders, because, like for me, I think I maybe can trust AI to trade a little bit because I'm not a very good trader. But for a professional trader, how can you rely on AI's decision? better instinct than AI.
这有点难以想象，特别是对于专业交易者来说，因为对我来说，我认为我可能会稍微信任 AI 来进行交易，因为我不是一个很好的交易者。但对于一个专业交易者来说，你怎么能依赖 AI 的决策呢？他们有比 AI 更好的直觉。
Zeneca.xyz：Yeah, it's really tough to know. Definitely at the moment, I think. only going to get better as time goes on.
是的，真的很难知道。目前肯定是这样，我认为。随着时间的推移只会变得更好。
Star & Ruby：Now if there is someone who is new to crypto, then if you're writing to her, should they look for opportunities in crypto? Like what kind of opportunities should they pay attention to when they are new to crypto?
现在如果有新进入加密货币领域的人，然后你在写给他或她一些建议的话，他们应该寻找加密货币中的机会吗？比如说，他们在刚接触加密货币时应该注意哪些机会？
Zeneca.xyz：Whenever anyone's new to crypto, I always tell them to just focus on Bitcoin first. Just like understanding Bitcoin. It's the safest. It's the most secure. It's the least risky. And there's a lot to learn about Bitcoin in the first place.
每当有人刚接触加密货币时，我总是告诉他们先关注比特币。就像了解比特币一样。这是最安全的。最安全的。风险最低的。而且首先有很多关于比特币需要学习的地方。
And so too often people get into crypto and then they're immediately looking for like, how can I get rich quick? How can I find a hundred X return, 10 X return? And that's how people end up losing money, getting wrecked.They buy some random rub, meme coin, this, that or the other.
因此，很多人进入加密货币领域后，立即开始寻找如何快速致富？如何找到 100 倍或 10 倍的回报？这就是人们最终亏钱、被套的原因。他们购买一些随机的垃圾币、meme币，或其他这类东西。
Star & Ruby：Yes. 是的。
Zeneca.xyz：So think by starting with Bitcoin, gives people a very solid base to work from. And then they can do some of their own research and find other areas to find opportunities.
所以我认为从比特币开始，可以为人们提供一个非常坚实的基础。然后他们可以自己做一些研究，找到其他领域的机会。
And my general advice there is to just follow your nature if you're very into gaming, then look into the gaming section. If appeals to you, find that interesting, then really look into DeFi and find opportunities there Crypto is so large now that there are so many different areas that
我的总体建议是，如果你非常喜欢游戏，那就关注游戏部分。如果 DeFi 吸引你觉得有趣，那就深入研究 DeFi 并寻找其中的机会。现在加密货币领域如此庞大，以至于有许多不同的领域，
Zeneca.xyz：everyone should be able to find something that they're either already interested in or become interested in. And so I always recommend following your own interests and then finding opportunities there.
每个人都应该能够找到他们已经感兴趣或将要感兴趣的东西。所以我总是建议遵循自己的兴趣，然后在那里寻找机会。
Because there are opportunities everywhere in every sector of crypto, there are opportunities and it's best to find things that you're excited about. No, you can't get it all. You have to accept that you're going to miss a lot of it. Yeah. Yeah.
因为在加密货币的每个领域都有机会，到处都是机会，最好是找到你感兴趣的事情。不，你不可能全部得到。你必须接受你会错过很多。
Star & Ruby Yes, yes, you cannot catch like... Yeah, it's impossible now. So what is your new goal now in crypto?
是的，你不可能全部抓住...现在这是不可能的。那么你在加密货币领域的新目标是什么？
Zeneca.xyz：Within crypto, my goal is really around my newsletter and my book and just writing and just improving the quality of my writing and the frequency of it.
在加密货币领域，我的目标真的围绕着我的newsletter和我的书，仅仅是写作，并且提高我的写作质量和频率。
And in terms of trading and investing in those goals, all it is to do better than I've done in the past. And so just to make better decisions, learn from my mistakes, to hopefully make some better investments, take some more profits and just keep improving.
关于交易和投资的目标，就是要比过去做得更好。所以只是做出更好的决定，从错误中学习，希望做出一些更好的投资，获取更多的利润，并且不断改进。
Star & Ruby：Seems like now self-improvement is your real inner motivation. That's great.
现在看起来自我提升是你真正的内在动力。这很棒。
Zeneca.xyz：Yeah, I think it's a good thing for everyone to be constantly trying to self improve. Yeah.
是的我认为每个人都应该不断尝试自我提升，这是一件好事。
Star & Ruby：Yeah, I think it's very crucial to ourselves. Because when you create some content, not every piece of content will go viral or will be paid for others. But ourselves must be the first audience for our content.
是的，我认为对我们自己非常重要。因为当你创作一些内容时，每件内容要么会传播开来，要么会被其他人付费。但我们自己必须是我们内容的第一批观众。
Zeneca.xyz：Yeah.100%. Especially when you're starting your early content not going to be very high quality. Usually not a lot of people are going to see but you, you want to keep going and practicing and improving and getting better. And then eventually it gets better and better and then more people start seeing it and it'll be better and better.
100%正确的。特别是当你开始创作时，早期的内容质量不会很高。通常不会有很多人看到，但你要继续前进，不断练习和改进，变得更好。然后它会变得越来越好，更多人开始看到它，它会变得更好。
But even then, you know most of the views and the readers and the consumers of your content will only come from a small percentage of your content. A lot of it is still just not going to get consumed.
但即便如此，你也会知道大多数观众、读者和你的内容的消费者只会来自你内容的一小部分。很多内容仍然不会被消费。
Star & Ruby：Yes, like the top 10 % of your articles. 比如你文章的前 10%。
Zeneca.xyz：Yeah.Exactly.正是如此。
Star & Ruby：Do you still enter this space in 2021? What trigger you to begin to create the content?
你是在 2021 年进入这个领域的吗？是什么触发你开始创作内容的？
Zeneca.xyz：Yeah. I think for me, I've liked writing and I learn better when I have to write about something. So there was so much to learn about back then that I thought if I'm writing about it, I'm going to be learning as well as writing, as well as potentially helping others and building an audience and all that kind of stuff.
是的。我喜欢写作。我认为当我在写东西的时候，我会学习的更好。当我有太多东西要学的时候，我觉得写内容的时候我也是在学习过程。于此同时我也知道我的内容可能在帮助别人，或者同时在完成建立观众群等等事情。
Like before crypto, I had a blog as a poker player. I used to make content in the past. And so I've always been writing. And so it was just very natural for me to want to just start writing and creating some content. I didn't plan for it to go sort of this, this much or this far.
在加密货币之前，我有一个作为扑克玩家的博客。我过去曾创作内容，所以我其实一直都在写作。因此对我来说，想要开始写作和创作一些内容是非常自然的。我没想到它会发展到这种程度或这么远。
It was just sort of a small thing that I wanted to try and just see where it went. but yeah, it was just really just a love of writing and the realization that I want to learn more. And so if I have to write about something, I have to research it and then I will learn better by doing that.
这只是我想尝试的一个小事情，看看它会去哪里。但对写作的热爱和意识到我想学更多。所以如果我必须写某事，我得研究它，然后通过这样做我会学得更好。
Star & Ruby：So it's a way of learning, it's a byproduct of your learning.
所以这是一种学习的方式，是你学习的副产品。
Zeneca.xyz：Definitely, yeah. Even now, like when I write about something, I have to do research, I have to dig deep, and I come out at the end of it more knowledgeable about the topic because, yeah, it requires research and thinking to write high quality things.
是的。即使是现在，当我写某事时，我必须做研究需要深入挖掘。到最后我对这个话题了解得更多。写高质量的东西需要研究和思考。
Star & Ruby：Same motivation as yours. Yes, totally.
我们与你创作的动机完全相同。
Zeneca.xyz：Yeah, it's good. I think it's a good motivation.
是的，很好。我认为这是一个很好的动力。
Star & Ruby：Yeah, because when I entered the space, I listened to a lot of podcasts and I read a lot of articles and a question came to me. How I verified I have understood all of this. Yeah. So I began to write. I found there's a lot of lungs or a lot of concepts that I don't understand. So I must deep dive and do a lot of research and write them very clearly to the audience and to myself, I can learn it.
是的，因为当我进入这个领域时，我听了很多播客，读了很多文章。后来我问了自己一个问题：我如何验证我已经理解这些内容呢？所以我开始写作。我发现有很多术语或很多概念我并不理解。我必须深入研究并进行大量调查，将它们清晰地写给观众和自己，这样我可以学习。
Zeneca.xyz：Yeah, there's so much to learn in crypto. When you're out, back in 2021, there was a lot to learn and now there's a thousand times more. Like there's way more to learn now than there was then. Um, so you, to do it, is a good thing. I think.
是的，在加密领域有太多东西要学。当你回到 2021 年时，有很多东西要学，现在要学的东西是那时的一千倍。现在要学的东西比那时多得多。所以我认为你要做的事情是一件好事。
Star & Ruby：Yeah, totally agree. And you have to be very focused on one niche or segment to really go deep. So, is there any belief you hold that is contrary to crypto Twitter's? Because you know, there are so many noises or so many opinions on crypto Twitter, but something is believed, but is totally different from others.
是的，完全同意。你必须非常专注于一个细分市场或领域才能深入了解。你有任何与Twitter上的加密社区相反的信念吗？因为你知道，加密推特上有太多噪音或加密推特上有太多意见，但有些观点与其他人完全不同。
Zeneca.xyz：Yes, definitely. There's too much happening. You can't catch it. I think that the four year cycle thing is one of the ones that I disagree with. A lot of crypto Twitter believes the four year cycle and keeps expecting it and that's going to continue.
是的，绝对的，加密领域发生的事情太多了，你无法全部抓住。我认为四年的周期这件事是我不同意的之一。很多加密推特用户相信四年的周期，并一直期待它会继续。
Whereas I've been saying probably for the last year plus that I don't think that the four year cycles will continue forever. so that's probably the biggest one where I'm counter to crypto Twitter. Yeah, I can't think of anything super significant aside from that.
而我大概在过去一年多里一直说，我认为四年的周期不会永远持续下去。所以这可能是我与加密推特相反的最大观点。除了这个我再也想不出什么特别重要的事情了。
Star & Ruby：Do you still believe in mass adoption? Because it is also very controversial. 你仍然相信大规模采用吗？因为这也是非常有争议的。
Zeneca.xyz：Yeah, I do think that. Like we're at a point now where I think there's like 600, 700 million people in the world that own crypto. So it's like less than 10%, but still a lot of people. but eventually we will get billions of people owning and interacting with crypto.
是的，我确实是这样认为。现在世界上有大约 6 亿到 7 亿人拥有加密货币，其实这很多，但总人口占比还不到 10%。最终我们将会有数十亿人拥有并与加密货币交互。
But I think that in order for that to happen, it has to be user friendly. It has to be very easy for someone to use just kind of like, in the nineties, using the internet, using a computer, you needed to have some technical knowledge. have to be a little bit, you know, understanding of how all the technology works. Now, anyone's parents or grandparents can have an iPhone or an iPad or use the internet and use this technology.
但我认为要实现这一点，必须加密货币要用户友好，并且要非常容易使用。就像在九十年代使用互联网，你需要具备一些技术知识才能使用电脑，你必须稍微了解技术是如何运作的。而现在任何人的父母或祖父母都可以拥有一部 iPhone 或 iPad来使用互联网和这项技术。
I think in 5 or 10 years, a lot of the blockchain infrastructure will just happen beneath the service. And then people will just have an app on their phone and maybe they'll have some money in it. Maybe they'll buy something in a game. And it turns out that it's an NFT that they're buying or that it's a crypto token that they're sending to someone, but they don't really recognize it's just using it as they would like to do things that they would ordinarily want to do.
我想在五年、十年后，很多区块链基础设施将会在服务之下自动运行。然后人们只需在手机上有一个应用程序，也许他们会在里面存一些钱。也许他们会在游戏中购买一些东西，结果发现他们购买的是一个 NFT，或者他们发送给某人的是一个加密代币，但他们并没有真正意识到这只是他们想要做的事情的工具。
So I think we will get mass adoption eventually, but it has to become sort of user friendly, first for that to happen. Because most people aren't going to do what we do. Most people don't like the risk and the speculation and all of that kind of stuff. So we need use cases outside of that, which we're getting, but it's going to take some time.
所以我认为我们最终会实现大规模采用，但首先它必须变得非常用户友好，才能实现这一点。因为大多数人不会做我们做的事情。大多数人不喜欢风险和投机以及所有这些类型的事情。所以我们需要那些领域之外的用例，我们正在得到这些，但这需要一些时间。
Star & Ruby Yes, totally. I remember you wrote once that you believe that education is also a very important way for mass adoption. So we firmly believe that too. So that's why we are hosting the podcast to see an audience. Our last question, Who is someone you admire or look up to? Your role model?
是的，完全同意。我记得你曾经写过你认为教育也是大规模采用的一个非常重要的方式。所以我们也坚定地相信这一点。所以这就是我们举办播客的原因，看看观众。最后一个问题你最尊敬的人是谁？谁是你的榜样？
Zeneca.xyz：Yeah.it's so important.There's a lot of people within crypto. There's Andreas Antonopoulos who is a big educator. He was basically who I learned from back in 2021. He has a lot of YouTube videos. He's written some books. Yeah, Mastering Bitcoin, Mastering Ethereum, two of his books. He's very logical, sensible. He explains things really, really well. So he was a big inspiration and someone that I've always looked up to in space and within crypto. That will be my first example.
是的，这个问题很重要。加密货币领域有很多人，其中 Andreas Antonopoulos 是一位重要的教育者。我在 2021 年基本上是从他那里学习的。他有很多 YouTube 视频，他还写了一些书像《精通比特币》、《精通以太坊》。他非常非常非常有逻辑，他可以把事情解释的非常清楚。所以他是我的一个很大的灵感来源，在加密货币领域我一直很尊敬他。这是我的第一个例子。
Then think about anything, anyone outside of crypto.I get a lot of motivation and inspiration from a lot of Stoic philosophers from, you know, thousands of years ago, because I'm a big fan of Stoicism.
在加密货币之外的人或事的话，我从很多像斯多葛派哲学家那里获得了很多动力和灵感，因为我是斯多葛主义的忠实粉丝。
So I'll read books from them and that like, I look up to a lot of those people, even though they're not alive now, but I think that I get a lot of inspiration from the way that people used to think about life and motivation and all these kinds of things, courage and wisdom. Yeah.
我会读这些哲学家的书，我非常仰慕那些人，尽管他们现在已经不在世，但我认为我从中获得了很多灵感。人们过去思考生活、动力以及所有这些类型的事情的方式，勇气和智慧。
Star & Ruby：So your role or your motivation as an educator is very strong. Yeah, I can trust that. So we really look forward to your new book. Next time as the educator, you can talk more about the book and the next podcast. Well, we're looking forward to it.
所以你作为教育者的角色或动机非常强烈。我们非常期待你的新书。下次作为教育者，在下一期播客中你可以更多地分享这本书。
Zeneca.xyz：Yes, definitely. I'm very passionate about education. I hope to have it done in the next few months.
没问题！我对教育非常热情。我希望在接下来的几个月内完成这本书的内容。
Star & Ruby So yeah, thanks for participating in our podcast today.
感谢你今天参与我们的播客。
Zeneca.xyz：Very much appreciate it. 非常感谢。