
轻松交流,原汁原味,细节满满。吴说团队推出的中文播客,内容涵盖区块链行业热点,对话有趣有料的专业人士。欢迎喜爱播客的听众订阅。文字稿请关注吴说微信公众号及其他渠道。频道包括小宇宙 Youtube Apple Podcast Spotify 等。加入吴说播客听友群,可添加小助手微信 ipo19841984
| Publishes | Twice weekly | Episodes | 178 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Technology |

本期播客对话交易型内容创作者 Fiona,内容聚焦在 2025 年“10·11”事件后她从加密货币交易转向传统金融市场的转型经历和个人心得。播客录制时间为 2026 年 6 月底,行情信息有一定变化,请听众注意。
Fiona 认为,随着加密叙事减少、MEME 交易兴起,其原本依赖产业研究和板块叙事寻找 Alpha 的方法逐渐失效,2025 年“10·11”行情则成为彻底转向美股的节点。她重点分享了对 AI 产业链的研究方法:从算力、内存、光通信、供电和散热等产业瓶颈出发,寻找具备订单、产能和交付... more
本期圆桌围绕 Open Standard 联盟推出 Open USD(OUSD)稳定币展开,重点讨论其对 USDC 的潜在冲击,以及稳定币商业模式的变化。嘉宾为 Money in Motion 联创 Will 阿望与“沙丘路的毛圈狮子”主理人 Charlie 小太阳。
6 月底,Open Standard 联盟宣布推出 Open USD 稳定币,参与机构据称超过 140 家,包括 Visa、Mastercard、Stripe、Coinbase、BlackRock 等。市场将其视为对 USDC 的... more
本期播客嘉宾豆糕以一位曾先后在 WebSea、JuCoin(聚币)和 CoinUp 任职的从业者经历为主线,复盘了三家高争议交易所的内部运作逻辑。结合受访者口述与公开资料,节目涉及三类不同风险画像:WebSea 曾被曝出现提现冻结,并在 2026 年 5 月宣布按快照分批恢复提现;JuCoin 在 2026 年 6 月陷入提现延迟和储备透明度争议;CoinUp 则因平台币 CPX 剧烈波动引发舆论,官方称充值、提现与交易功能仍正常。
在受访者看来,这类中小平台表面上以平台币拉升、折扣买币、跟单保... more
本期吴说播客邀请 NDV 创始人 Jason Huang,围绕近期比特币下跌、微策略卖币事件、宏观市场风险以及加密行业机会展开讨论。Jason 认为,本轮加密下跌前半段主要来自比特币四年周期的惯性抛压,近期则开始叠加美股回调、流动性收缩和微策略债务压力等因素。他判断市场尚未真正见底,熊底往往需要类似 FTX 崩盘级别的标志性事件,引发普遍绝望与无人讨论的状态。
在投资策略上,Jason 表示其二期基金今年收益约二十多个点,除加密资产外也参与了石油、黄金、白银等大宗商品交易。他对 AI 股票保持谨... more
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吴说不加密播客 launched 3 years ago and published 178 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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