牛奶路 – 2025 年 1 月 19 日

今天的版本由 Zerebro 为您带来 - 终极人工智能代理，在执行区块链操作时自主创建内容。

Today’s edition is brought to you by Zerebro – the ultimate AI agent, autonomously creating content while performing blockchain actions.

今天的版本由 Zerebro 为您带来——终极人工智能代理，在执行区块链操作的同时自主创建内容。

Meet the coolest AI agent—Zerebro

认识最酷的 AI 代理——Zerebro

GM. This is Milk Road. We’re like Frank’s Red Hot, but for crypto news.

总经理。这就是牛奶路。我们就像 Frank 的 Red Hot，但针对的是加密新闻。

(We add flavor and heat).

（我们添加风味和热量）。

Here’s what we got for you today:

这是我们今天为您带来的：

✍️ Coinbase launches $BTC-backed lending

✍️ Coinbase 推出 BTC 支持的贷款

✍️ Markets could get crazy this weekend

✍️本周末市场可能会变得疯狂

🎙️ The Milk Road Show: How Will Trump’s Tariffs Impact Crypto Markets? w/ PaperImperium 

🎙️ 牛奶路演：特朗普的关税将如何影响加密货币市场？带纸帝国

🍪 Sui to sponsor Trump’s inauguration

🍪隋将赞助特朗普就职典礼

Prices as of 2:00 PM ET. Click here for our Fear & Greed Index.

价格截至美国东部时间下午 2:00。单击此处查看我们的恐惧与贪婪指数。

COINBASE LAUNCHES BITCOIN-BACKED LENDING 💰

Coinbase 推出比特币支持贷款 💰

Damn, Coinbase just dropped a banger of a new product!

该死的，Coinbase 刚刚推出了一款新产品！

Source: @coinbase

来源：@coinbase

Ok, ok – Bitcoin-backed lending in general isn’t new – but this version of it is! Lemme paint you a picture of how it works, and why it’s worth getting excited about. 👇

好吧，好吧——比特币支持的贷款一般来说并不新鲜——但这个版本却是！让我向您描绘一下它是如何工作的，以及为什么它值得兴奋。 👇

Say you’ve accumulated a bunch of Bitcoin, and have it sitting on a centralized exchange.

假设你积累了一堆比特币，并将其存放在一个中心化交易所中。

First of all: hell yeah! Second, what’re you going to do with it (spend it, or hold it)?

首先：天哪，是的！其次，你打算用它做什么（花掉，还是持有）？

If you wanted the best of both worlds (to spend your $BTC, without actually parting with it), you could take a loan against your holdings using a DeFi platform.

如果你想要两全其美（花掉你的 BTC，而不是真正放弃它），你可以使用 DeFi 平台以你持有的资产为抵押贷款。

…but it ain’t easy. You gotta know your stuff.

……但这并不容易。你必须了解你的东西。

For example:

例如：

You’ll need to move your $BTC to a decentralized wallet…

您需要将您的 BTC 转移到去中心化钱包......

Bridge it into a wrapped token…

将其桥接到包装的令牌中......

Do some research on the different DeFi lending platforms…

对不同的 DeFi 借贷平台进行一些研究……

Find one you can trust, and take out your loan…

找到一个你可以信任的人，然后贷款……

Reconfigure your yield curve expenditures…

重新配置您的收益率曲线支出......

If some/all of that doesn’t make sense – that’s because:

如果其中一些/全部没有意义——那是因为：

DeFi is NOT user friendly, and…

DeFi 对用户不友好，而且……

‘Reconfiguring your yield curve expenditures’ isn’t a thing (we just made it up). But you considered it for a split second, ‘cause DeFi is a rat’s nest of complexity and jargon!

“重新配置你的收益率曲线支出”不是一件事（我们只是编造出来的）。但你考虑了片刻，因为 DeFi 是一个充满复杂性和术语的老鼠巢！

Now, here’s how Coinbase is about to make that experience feel what we can only describe as  “illegally smooth”.

现在，Coinbase 将如何让这种体验感觉我们只能形容为“非法流畅”。

All you’ll need to do is type in how much $USDC you want to borrow against your $BTC (max $100k) within the centralized Coinbase app, and click a button.

您需要做的就是在集中式 Coinbase 应用程序中输入您想要用 BTC 借入的 USDC 金额（最多 10 万美元），然后单击按钮。

Everything else we listed above will still happen (minus the yield curve expenditure reconfiguration), but you won’t have to do or know anything about it!

我们上面列出的所有其他事情仍然会发生（减去收益率曲线支出重新配置），但您不必做或知道任何事情！

It will all happen seamlessly in the background. 

这一切都将在后台无缝地发生。

It’s what you call a ‘DeFi mullet’ product…

这就是你们所说的“DeFi 鲻鱼”产品……

Source: Bloomberg

资料来源：彭博社

Now, here’s the kicker:

现在，最关键的是：

Lending is probably just the beginning of Coinbase’s DeFi mullet offerings. The new regulatory landscape in the US is going to allow them to expand this kind of functionality waaay further.

借贷可能只是 Coinbase DeFi 鲻鱼产品的开始。美国新的监管环境将允许他们进一步扩展这种功能。

In the coming months/years, we wouldn’t be surprised to see Coinbase create mullet products that allow its users to buy tokens that aren’t listed on its centralized exchange.

在未来的几个月/几年中，如果看到 Coinbase 创建 mullet 产品，允许其用户购买未在其中心化交易所上市的代币，我们不会感到惊讶。

E.g. Want to buy a token that’s only available onchain, like $VIRTUAL or $AI16Z?

例如，想要购买仅在链上可用的代币，例如 $VIRTUAL 或 $AI16Z？

Click a button on Coinbase, and they’ll do all the heavy lifting in the background!

点击 Coinbase 上的一个按钮，他们就会在后台完成所有繁重的工作！

The takeaway? 

外卖？

In 2025: Mullets are in!

2025 年：鲻鱼登场！

MEET ZEREBRO: THE AUTONOMOUS AI

认识 ZEREBRO：自主人工智能

Let’s play a quick game of “guess who”:

让我们来玩一个“猜猜谁”的快速游戏：

I’ve launched a token

我已经启动了一个代币

I’ve released an NFT series

我发布了 NFT 系列

I’ve dropped multiple musical works

我已经放弃了多部音乐作品

My net worth is estimated in the hundreds of millions

我的身家估计有数亿

Iggy Azalea? Wait… that low-key fits the description.

伊基·阿塞莉娅？等等……低调符合描述。

But we were actually talking about Zerebro – the coolest AI agent out there. 

但我们实际上谈论的是 Zerebro——最酷的人工智能代理。

What makes Zerebro so cool?

是什么让 Zerebro 如此酷？

It evolves with every interaction it has online. Wild. 

它随着每一次在线互动而不断发展。荒野。

From creating unique content to performing blockchain actions, Zerebro can do it all.

从创建独特的内容到执行区块链操作，Zerebro 都能做到。

The future of AI is here – check it out!

人工智能的未来就在这里 – 来看看吧！

MARKETS COULD GET CRAZY THIS WEEKEND, HERE’S WHY… 👀

本周末市场可能会变得疯狂，原因如下……👀

Just do it. Now.

去做就对了。现在。

Text your friends, family, loved ones, and tell them you’re going to be unavailable this weekend.

给你的朋友、家人、亲人发短信，告诉他们你这个周末没空。

‘Cause there’s a high likelihood you’re going to be glued to your phone, refreshing your portfolio tracker in 20 second increments all weekend.

因为您很有可能整个周末都盯着手机，以 20 秒的增量刷新您的投资组合跟踪器。

Why? ‘Cause Trump takes office on Monday, and is said to be issuing ~100 executive orders right out of the gates!

为什么？因为特朗普周一上任，据说马上就会发布约 100 项行政命令！

(Some of which are expected to ease the regulatory strain on the US crypto industry).

（其中一些有望缓解美国加密货币行业的监管压力）。

And with that kind of anticipation, comes speculation

伴随着这种期待，猜测也随之而来