通貨膨脹、Memecoin 戲劇、SEC 等等

聯準會的寬鬆週期顯示鮑威爾及其同事對通膨得到控制充滿信心。恰如其分的是，Truflation 聯合創始人 Cameron Lee 參與了 Token Narratives 的討論

This editorial is from last week’s edition of the newsletter Week in Review. Subscribe to the newsletter to get this weekly editorial the second it’s finished. The newsletter also includes the biggest stories of the week with a comment on each story.

這篇社論來自上週出版的電子報《Week in Review》。訂閱時事通訊即可在每週社論完成後立即取得該社論。這則時事通訊還包括本週最重要的故事以及對每個故事的評論。

Inflation, Memecoin drama, the SEC, and More

通貨膨脹、Memecoin 戲劇、SEC 等等

The Fed’s easing cycle suggests Powell & co are confident inflation’s under control. Fittingly, we had Truflation co-founder Cameron Lee on Token Narratives, where the BLS’s bizarre inflation adjustment metrics came up. It reminded me of pseudonymous X account Rudy Havenstein’s many posts ridiculing the BLS, including this one showing used car prices were flat for 25 years. Now that’s some financial trickery.

聯準會的寬鬆週期顯示鮑威爾及其同事對通膨得到控制充滿信心。恰如其分的是，我們邀請了 Truflation 聯合創始人 Cameron Lee 參與 Token Narratives，其中提到了美國勞工統計局奇怪的通膨調整指標。這讓我想起了匿名 X 帳戶 Rudy Havenstein 的許多帖子嘲笑勞工統計局，其中包括這篇顯示二手車價格 25 年持平的帖子。這是一些金融詭計。

It begs the question, has Powell tamed inflation, or is he the second coming of Arthur Burns? Bob Elliot, CIO of Unlimited Funds, thinks conditions are right for reinflation.

這就引出了一個問題，鮑威爾是否抑制了通貨膨脹，或者他是亞瑟伯恩斯的第二次到來？ Unlimited Funds 資訊長 Bob Elliot 認為，再通膨的條件已經成熟。

Two stories took up a lot of oxygen on CT this week. HBO released their highly anticipated Satoshi Nakamoto documentary in which they suggested Peter Todd is the crypto industry’s progenitor. By all accounts, this suggestion garnered nothing short of derision from everyone including Todd himself.

本周有兩個故事在 CT 上消耗了大量氧氣。 HBO 發布了備受期待的中本聰紀錄片，其中暗示彼得·托德是加密貨幣行業的鼻祖。從各方面來看，這個建議遭到了包括托德本人在內的所有人的嘲笑。

Then there was Zachxbt, a blockchain sleuth lauded for exposing countless scammers and nerdowells connected to the crypto space, who revealed a slew of wallets alleged to belong to current crypto darling and memecoin cheerleader Murad Mahmudov. Zach defended his actions, claiming this was to hold Murad publicly accountable for his memecoin shills, since memecoins are highly volatile and it can be easy to dump on followers. Many online accounts bemoaned Zach’s actions, equating this somewhat hyperbolically to “doxing.” I think if you are shilling memecoins, it should be acceptable for people to expose your heavy bags.

然後是 Zachxbt，一位區塊鏈偵探，因揭露無數與加密貨幣領域有關的詐騙者和書呆子而受到稱讚，他揭露了一系列據稱屬於當前加密貨幣寵兒和 memecoin 啦啦隊長 Murad Mahmudov 的錢包。扎克為自己的行為進行了辯護，聲稱這是為了讓穆拉德對其模因幣托兒公開負責，因為模因幣波動性很大，很容易向追隨者傾銷。許多線上帳戶對扎克的行為表示哀嘆，將其誇張地等同於「人肉搜尋」。我認為如果你要賣迷因幣，人們暴露你沉重的行李應該是可以接受的。

Two high-profile news stories this week showcased the SEC’s renewed attack on crypto. First, Crypto.com revealed it received a Well’s Notice in August and has preemptively sued the SEC for overreach. Second, the SEC has charged Cumberland DRW, a Chicago-based firm, for operating as an unregistered dealer of crypto assets deemed securities.

本週兩則備受矚目的新聞報導了美國證券交易委員會對加密貨幣的新一輪攻擊。首先，Crypto.com 透露，它在 8 月收到了 Well 的通知，並已先發制人地起訴 SEC 越權。其次，SEC 指控總部位於芝加哥的 Cumberland DRW 公司作為未註冊的加密資產交易商運營，該交易商被視為證券。

Meanwhile, there was further evidence that crypto’s bad actors get jailed, an outcome I support, while traditional finance gets slaps on the wrist. TD Bank will pay $3 billion to settle charges that it failed to properly monitor money laundering by drug cartels. Seriously?

同時，有進一步的證據表明，加密貨幣的壞人被判入獄，我支持這一結果，而傳統金融卻受到了懲罰。道明銀行將支付 30 億美元，以了結其未能適當監控販毒集團洗錢活動的指控。嚴重地？

Let’s end on a positive note. The graph in this X post from me indicates that every year mainstream or non-crypto interest in Bitcoin bottoms around the end of September and rises through the fourth quarter into the new year. Is this cope, or do the normies not yet know Uptober is here? -David Sencil

讓我們以積極的態度來結束。我這篇 X 貼文中的圖表表明，每年主流或非加密貨幣對比特幣的興趣在 9 月底左右觸底，並在第四季度直至新年期間上升。這是應付，還是一般人還不知道厄普托伯在這裡？ ——大衛‧森西爾

Do you think this is Uptober or Rektober? Share your thoughts and opinions about this subject in the comments section below.

你認為這是 Uptober 還是 Rektober？在下面的評論部分分享您對此主題的想法和意見。