廣泛跟隨交易者Crashius Clay重申了他對XRP的批判性觀點

本週，Trader Crashius Clay廣泛關注了社交媒體，重申了他對XRP作為一項投資的批判性看法。

Crashius Clay, a widely followed trader known for his critical stance on XRP, took to social media this week to reiterate his bearish outlook on the token.

Crashius Clay是一位因在XRP上的重要立場而聞名的交易員，他本週在社交媒體上重申了他對代幣的看跌前景。

Earlier this year, Clay called the rapid rise in XRP an unsustainable bubble, likening the asset to a “disguised meme coin.”

今年早些時候，克萊（Clay）稱XRP的快速上升為不可持續的泡沫，將資產比作“偽裝的模因硬幣”。

Given his strong bearish outlook, he has publicly shared details of several profitable short positions in XRP that he opened over the past few weeks. Among the most notable was his disclosure of a $1 million bet against XRP’s bullish trend—a move highlighted by The Crypto Basic a month ago.

鑑於他強烈的看跌前景，他公開分享了過去幾週他打開的XRP中幾個有利可圖的短職位的細節。最值得注意的是他披露了針對XRP的看漲趨勢的100萬美元賭注 - 一個月前的加密基礎強調了這一舉動。

Interestingly, XRP’s price has not returned to his entry point since then, and the trade continues to be profitable. Clay even challenged XRP bulls to try to liquidate him as he continues to promote his bearish stance on the coin.

有趣的是，從那以後，XRP的價格一直沒有返回他的入口點，而且交易繼續是有利可圖的。克萊甚至挑戰XRP公牛，試圖在他繼續提高自己對硬幣的看跌姿態時試圖清算他。

Me patiently waiting for the $XRP army to liquidate me knowing they will do absolutely fucking nothing

我耐心地等待$ XRP軍隊清算我知道他們絕對不會他媽的什麼

— Crash (@CrashiusClay69) March 26, 2025

- 崩潰（@crashiusclay69）2025年3月26日

In his most recent commentary, Clay remarked that XRP has been “one of the most obvious and easiest shorts” of his life, citing the significant profits he has continued to accrue.

克萊在最近的評論中說，XRP是他一生中“最明顯，最簡單的短褲之一”，理由是他繼續獲得的巨大利潤。

At the same time, Clay has continued to warn of what he sees as immense downside risk amid drying market liquidity and increasing sell pressure.

同時，在乾燥市場流動性和銷售壓力增加的情況下，克萊繼續警告他認為巨大的下行風險。

“Nobody Left to Buy” XRP

“沒人去買” XRP

Clay argued that previous market cycles have already financially stretched the typical XRP investor. He added that whales or wealthy investors, who might typically provide liquidity, are unlikely to take on risk in a token like XRP at its current valuation.

克萊認為，以前的市場週期已經在財務上擴展了典型的XRP投資者。他補充說，通常會提供流動性的鯨魚或富人投資者在當前估值時不太可能在像XRP這樣的令牌中冒險。

He also pointed to the threat of selling pressure from earlier investors. With the token having risen 6x in recent months, he believes many may be preparing to offload into what he sees as weakening demand. He questioned who they would even sell to in “such a dry market.”

他還指出了銷售早期投資者壓力的威脅。由於近幾個月來，由於代幣的增長了6倍，他認為許多人可能正在準備卸載他的需求削弱。他質疑他們甚至在“如此乾燥的市場”中賣給誰。

Additionally, Clay argued that XRP still trading around $2 with a $122 billion market cap is “truly miraculous,” considering what he describes as low on-chain activity, minimal revenue, and weak fundamentals.

此外，克萊認為，考慮到他所描述的鏈上活動，最少的收入和較弱的基本面，XRP仍在220億美元的市值交易約2美元，市值為1,220億美元是“真正的奇蹟”。

He claims that XRP has little to no activity or revenue on-chain and operates much like a meme coin. He even went so far as to call XRP the biggest meme coin in the market.

他聲稱，XRP幾乎沒有活動或收入鏈接，並且運作的運作與模因硬幣一樣。他甚至把XRP稱為市場上最大的模因硬幣。

“Bullish on Meme Coins, Just Not This One”

“看好模因硬幣，不是這個”

Interestingly, while Clay is bearish on XRP, he remains optimistic about the broader meme coin sector, at least for projects that have already seen significant corrections.

有趣的是，儘管粘土在XRP上看跌，但他仍然對更廣泛的模因硬幣行業保持樂觀，至少對於已經看到重大糾正的項目。

Specifically, he noted he’s bullish on meme coins that are already down 90% or more, as they’ve “already had their correction.” He contrasted this with XRP, which he believes still hasn’t “paid its dues” in terms of downside versus Bitcoin.

具體來說，他指出，他看好已經下降了90％或以上的模因硬幣，因為他們已經“已經進行了更正”。他與XRP進行了對比，他認為這仍然沒有在缺點與比特幣方面“支付”。

For context, with XRP trading at $2, it has plummeted 40% from its recent multi-year peak of $3.34. Meanwhile, Clay believes XRP remains overvalued and could see more massive corrections soon. Indeed, many others share his perspective, with some calling for lows at under $1.

在上下文中，XRP交易為2美元，其最近的多年峰值為3.34美元，它已下跌40％。同時，克萊認為XRP仍然被高估，並且可能很快就會看到更大的更正。確實，許多其他人分享了他的觀點，有些人要求低於1美元的低點。

Ultimately, while XRP maintains a fiercely loyal following and notable institutional partnerships, critics like Clay argue that the fundamentals don’t justify its current price—and that a major correction may be overdue. Despite this, bullish sentiment remains, with even critics like Davinci Jeremie calling for a $24 price.

最終，儘管XRP保持著忠實的追隨者和著名的機構合作夥伴關係，但像克萊這樣的批評家認為，基本面並不能證明其當前價格是合理的，而且重大更正可能會過期。儘管如此，看漲的情緒仍然存在，甚至像Davinci Jeremie這樣的批評家都要求以24美元的價格價格。

DisClamier: This content is informational and should not be considered financial advice. The views expressed in this article may include the author's personal opinions and do not reflect The Crypto Basic opinion. Readers are encouraged to do thorough research before making any investment decisions. The Crypto Basic is not responsible for any financial losses.

Disclamier：此內容是信息的，不應被視為財務建議。本文中表達的觀點可能包括作者的個人意見，並且不反映加密基本意見。鼓勵讀者在做出任何投資決策之前進行徹底的研究。加密基礎對任何財務損失概不負責。