通货膨胀、Memecoin 戏剧、SEC 等等

美联储的宽松周期表明鲍威尔及其同事对通胀得到控制充满信心。恰如其分的是，Truflation 联合创始人 Cameron Lee 参与了 Token Narratives 的讨论

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.

这篇社论来自上周出版的时事通讯《Week in Review》。订阅时事通讯即可在每周社论完成后立即获取该社论。该时事通讯还包括本周最重要的故事以及对每个故事的评论。

Inflation, Memecoin drama, the SEC, and More

通货膨胀、Memecoin 戏剧、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.

美联储的宽松周期表明鲍威尔及其同事对通胀得到控制充满信心。恰如其分的是，我们邀请了 Truflation 联合创始人 Cameron Lee 参与 Token Narratives，其中提到了美国劳工统计局奇怪的通胀调整指标。这让我想起了匿名 X 账户 Rudy Havenstein 的许多帖子嘲笑劳工统计局，其中包括这篇显示二手车价格 25 年持平的帖子。这是一些金融诡计。

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.

这就引出了一个问题，鲍威尔是否抑制了通货膨胀，或者他是亚瑟·伯恩斯的第二次到来？ Unlimited Funds 首席信息官鲍勃·埃利奥特 (Bob Elliot) 认为，再通胀的条件已经成熟。

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.

本周有两个故事在 CT 上消耗了大量氧气。 HBO 发布了备受期待的中本聪纪录片，其中暗示彼得·托德是加密货币行业的鼻祖。从各方面来看，这个建议遭到了包括托德本人在内的所有人的嘲笑。

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.

然后是 Zachxbt，一位区块链侦探，因揭露无数与加密货币领域有关的诈骗者和书呆子而受到称赞，他揭露了一系列据称属于当前加密货币宠儿和 memecoin 啦啦队长 Murad Mahmudov 的钱包。扎克为自己的行为进行了辩护，声称这是为了让穆拉德对其模因币托儿公开负责，因为模因币波动性很大，很容易向追随者倾销。许多在线帐户对扎克的行为表示哀叹，将其夸张地等同于“人肉搜索”。我认为如果你要卖模因币，人们暴露你沉重的行李应该是可以接受的。

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.

本周的两则备受瞩目的新闻报道展示了美国证券交易委员会对加密货币的新攻击。首先，Crypto.com 透露，它在 8 月份收到了 Well 的通知，并已先发制人地起诉 SEC 越权。其次，美国证券交易委员会 (SEC) 指控总部位于芝加哥的 Cumberland DRW 公司作为未注册的加密资产交易商运营，该交易商被视为证券。

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?

与此同时，有进一步的证据表明，加密货币的坏人被判入狱，我支持这一结果，而传统金融却受到了惩罚。道明银行将支付 30 亿美元，以了结其未能适当监控贩毒集团洗钱活动的指控。严重地？

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

让我们以积极的态度结束吧。我这篇 X 帖子中的图表表明，每年主流或非加密货币对比特币的兴趣在 9 月底左右触底，并在第四季度直至新年期间上升。这是应付，还是普通人还不知道厄普托伯在这里？ ——大卫·森西尔

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

你认为这是 Uptober 还是 Rektober？在下面的评论部分分享您对此主题的想法和意见。