BV1FuXpBcEkb · 美股搬运工1 00:00:00,000 --> 00:00:01,480 投资不是赌博 2 00:00:01,480 --> 00:00:03,459 而是一场有准备的出击 3 00:00:03,459 --> 00:00:04,480 我是福哥 4 00:00:04,480 --> 00:00:05,080 家人们 5 00:00:05,080 --> 00:00:07,910 今天呢我们就直奔主题啊 6 00:00:07,910 --> 00:00:08,849 不要弯子了 7 00:00:08,849 --> 00:00:10,650 大家都很关心啊 8 00:00:10,650 --> 00:00:12,089 最近的热点啊 9 00:00:12,089 --> 00:00:15,119 我们的circle这两天的暴跌啊 10 00:00:15,119 --> 00:00:18,039 前两天还在随着加密板块走强啊 11 00:00:18,039 --> 00:00:21,280 啊周末直接暴跌20% 12 00:00:21,280 --> 00:00:24,660 所以呢我们的这个市值蒸发惨重啊 13 00:00:24,660 --> 00:00:27,239 有不少家门呢这个被套啊 14 00:00:27,239 --> 00:00:28,879 那么家人们的福哥啊 15 00:00:28,879 --> 00:00:31,480 就是给大家一个定心丸啊 16 00:00:31,480 --> 00:00:35,600 那西口呢这波呢调整不是趋势的反转啊 17 00:00:35,600 --> 00:00:38,759 叉叉是一次倒车的接人来 18 00:00:38,759 --> 00:00:39,979 福哥讲三个理由啊 19 00:00:39,979 --> 00:00:43,408 首先啊福哥在今天早上的这个直播 20 00:00:43,408 --> 00:00:45,549 也给大家这个分享了啊 21 00:00:45,549 --> 00:00:47,509 第一啊副歌的跟他讲啊 22 00:00:47,509 --> 00:00:49,070 首先就是他的技术面的 23 00:00:49,070 --> 00:00:52,409 这个可以说是还是趋势往上走 24 00:00:52,409 --> 00:00:55,560 而且昨天啊他的这个放量啊 25 00:00:55,560 --> 00:00:56,820 有卖有卖 26 00:00:56,820 --> 00:00:58,600 卖多少就能承接多少 27 00:00:58,600 --> 00:00:59,939 那说明是主力啊 28 00:00:59,939 --> 00:01:01,240 依然还是在场 29 00:01:01,240 --> 00:01:01,880 第二点啊 30 00:01:01,880 --> 00:01:02,600 技术面上啊 31 00:01:02,600 --> 00:01:03,500 100啊 32 00:01:03,500 --> 00:01:04,579 关键点啊 33 00:01:04,579 --> 00:01:05,900 那稳稳的守住啊 34 00:01:05,900 --> 00:01:06,659 开盘是吧 35 00:01:06,659 --> 00:01:09,640 那circle直接涨了将近六个点是吧 36 00:01:09,640 --> 00:01:11,840 一度打到了这个110附近是吧 37 00:01:11,840 --> 00:01:13,760 所以呢从这几点我们看到了啊 38 00:01:13,760 --> 00:01:15,299 SQL在100啊 39 00:01:15,299 --> 00:01:16,920 有支撑是肯定的 40 00:01:16,920 --> 00:01:17,819 所以呢接下来啊 41 00:01:17,819 --> 00:01:19,299 福哥的这个判断就是 42 00:01:19,299 --> 00:01:21,659 C口叉叉是一个洗盘的动作 43 00:01:21,659 --> 00:01:23,659 好第二点我们再看看啊 44 00:01:23,659 --> 00:01:25,000 就是福哥给他讲过 45 00:01:25,000 --> 00:01:27,799 胡歌一直给他讲506070 46 00:01:27,799 --> 00:01:29,120 让大家去买入啊 47 00:01:29,120 --> 00:01:32,060 但这波从150涨到180是吧 48 00:01:32,060 --> 00:01:34,120 上涨了将近是这个两倍 49 00:01:34,120 --> 00:01:35,670 回调呢20个点 50 00:01:35,670 --> 00:01:36,390 更重要的是 51 00:01:36,390 --> 00:01:38,790 大家知道这波涨了两倍的逻辑是什么价 52 00:01:38,790 --> 00:01:40,689 这波涨了两倍的逻辑是 53 00:01:40,689 --> 00:01:43,810 AI的智能体的支付的底层架构 54 00:01:43,810 --> 00:01:46,010 那么C口完全满足低延迟 55 00:01:46,010 --> 00:01:49,780 而且能够怎么样跟这个我们的AI的智能体育 56 00:01:49,780 --> 00:01:52,299 智能体肩之间的这种支付 57 00:01:52,299 --> 00:01:55,359 那谁也能有这样的这个统一的标准 58 00:01:55,359 --> 00:01:57,299 又能够有这样的网络啊 59 00:01:57,299 --> 00:01:59,030 区块链没有延迟 60 00:01:59,030 --> 00:02:02,129 南极到北之间点到点之间的这个转账 61 00:02:02,129 --> 00:02:05,859 我觉得银行应该会在这波的这个智能体的那个 62 00:02:05,859 --> 00:02:06,700 底层支付上啊 63 00:02:06,700 --> 00:02:07,900 我觉得这赶不上了 64 00:02:07,900 --> 00:02:09,658 银行还是说传统对吧 65 00:02:09,658 --> 00:02:11,019 你开个账户是吧 66 00:02:11,019 --> 00:02:12,399 转个账收个手续费 67 00:02:12,399 --> 00:02:13,949 黄瓜菜都凉了是吧 68 00:02:13,949 --> 00:02:14,710 所以我觉得啊 69 00:02:14,710 --> 00:02:17,789 现在呢唯一的满足这个未来的AI智能体的 70 00:02:17,789 --> 00:02:18,789 一个支付的底层 71 00:02:18,789 --> 00:02:20,030 掌握的其实就是信口 72 00:02:20,030 --> 00:02:24,259 所以这波呢从60~130的这波大反弹 73 00:02:24,259 --> 00:02:26,819 他的预期走的就是AI的智能体 74 00:02:26,819 --> 00:02:28,819 支付的这个未来的一个这个预期 75 00:02:28,819 --> 00:02:30,939 所以这波的上涨逻辑是这样的啊 76 00:02:30,939 --> 00:02:31,539 没有变化 77 00:02:31,539 --> 00:02:33,419 这个逻辑一直还在木头姐 78 00:02:33,419 --> 00:02:38,430 我相信他之所以啊不断在80907060啊 79 00:02:38,430 --> 00:02:39,770 买入这个SQL 80 00:02:39,770 --> 00:02:41,270 不是看好这个SQL 81 00:02:41,270 --> 00:02:43,569 它单单纯的说一个稳定币对吧 82 00:02:43,569 --> 00:02:45,740 他看到的就是AI的一个底层支付 83 00:02:45,740 --> 00:02:47,620 所以家人们这波趋势还在啊 84 00:02:47,620 --> 00:02:48,759 这波预计还在 85 00:02:48,759 --> 00:02:50,939 我们再回到现在的这个跌的原因 86 00:02:50,939 --> 00:02:53,780 首先啊它就是美美国的参议院 87 00:02:53,780 --> 00:02:57,039 正在推进的数字资产市场清晰法案 88 00:02:57,039 --> 00:02:58,360 我具体就给大家讲讲 89 00:02:58,360 --> 00:03:00,000 里面有一条关键条款啊 90 00:03:00,000 --> 00:03:02,280 就是禁止这些加密平台 91 00:03:02,280 --> 00:03:04,759 以类似银行存款利息的形式 92 00:03:04,759 --> 00:03:07,419 向稳定币持有者支付收益 93 00:03:07,419 --> 00:03:10,379 也就是说以后用户单纯只有这个稳定币 94 00:03:10,379 --> 00:03:12,879 USDC不能再获得利息了 95 00:03:12,879 --> 00:03:13,800 也还好 96 00:03:13,800 --> 00:03:15,370 我持有稳定利 97 00:03:15,370 --> 00:03:17,509 目的不会是为了那点利息吧 98 00:03:17,509 --> 00:03:20,210 这真的是我觉得影响不大 99 00:03:20,210 --> 00:03:21,490 因为不是平台 100 00:03:21,490 --> 00:03:22,930 即使你看一下啊 101 00:03:22,930 --> 00:03:24,169 这个法案出来了 102 00:03:24,169 --> 00:03:27,889 还有15亿的这样的美金变成USDC啊 103 00:03:27,889 --> 00:03:29,289 流入这个加密领域 104 00:03:29,289 --> 00:03:32,120 并不是说这个呃一点点利息是吧 105 00:03:32,120 --> 00:03:33,240 那银行利息高多了 106 00:03:33,240 --> 00:03:35,460 是不是那4%怎么不存在银行啊 107 00:03:35,460 --> 00:03:36,240 并不是啊 108 00:03:36,240 --> 00:03:36,680 家人们 109 00:03:36,680 --> 00:03:40,020 所以呢这个我觉得是这点有点被放大了啊 110 00:03:40,020 --> 00:03:42,099 从这几点我也给大家讲清楚 111 00:03:42,099 --> 00:03:44,520 所以这次的我觉得是有意识的啊 112 00:03:44,520 --> 00:03:47,360 是主力想洗盘呢还是怎么样 113 00:03:47,360 --> 00:03:48,680 但是我们也看到了啊 114 00:03:48,680 --> 00:03:52,349 这single它未来的这个预期还远远没有实践 115 00:03:52,349 --> 00:03:54,930 AI智能体的这个互联的这个支付 116 00:03:54,930 --> 00:03:57,610 这个庞大的市场以后的可能几10万亿 117 00:03:57,610 --> 00:03:59,979 几百万亿的这样的底层的支付 118 00:03:59,979 --> 00:04:00,819 那好疑问 119 00:04:00,819 --> 00:04:03,300 SQL肯定是能够站在主桌上的好 120 00:04:03,300 --> 00:04:06,819 所以呢SQL啊福哥还是能够判断最低最低啊 121 00:04:06,819 --> 00:04:08,419 作为稳定币细分龙头 122 00:04:08,419 --> 00:04:09,979 任何美股的细分龙头 123 00:04:09,979 --> 00:04:11,780 它的市值没有低于前一的 124 00:04:11,780 --> 00:04:14,399 那现在呢这个不到250亿是吧 125 00:04:14,399 --> 00:04:16,439 那起码四倍起步啊 126 00:04:16,439 --> 00:04:18,658 好那么再回到我们技术面100啊 127 00:04:18,658 --> 00:04:21,449 家人们前期好疑问支撑啊 128 00:04:21,449 --> 00:04:23,810 那么我们可能会调整几天啊 129 00:04:23,810 --> 00:04:24,750 不会马上反弹 130 00:04:24,750 --> 00:04:27,209 120附近可能会调整几天啊 131 00:04:27,209 --> 00:04:28,430 那调整完以后 132 00:04:28,430 --> 00:04:32,509 那么后续那我们C口还是会继续冲击前高 133 00:04:32,509 --> 00:04:33,310 140 134 00:04:33,310 --> 00:04:34,670 第一目标位140 135 00:04:34,670 --> 00:04:36,470 第二目标位只要四零站稳 136 00:04:36,470 --> 00:04:39,430 那就有机会怎么样冲击200了啊 137 00:04:39,430 --> 00:04:40,980 短线的你看着吧 138 00:04:40,980 --> 00:04:42,540 这有的话不会亏 139 00:04:42,540 --> 00:04:43,740 长线的更不会亏 140 00:04:43,740 --> 00:04:47,860 那未来的这个呃千亿细分龙头细狗啊 141 00:04:47,860 --> 00:04:48,720 送给大家
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