广泛跟随交易者Crashius Clay重申了他对XRP的批判性观点

本周，Trader Crashius Clay广泛关注了社交媒体，重申了他对XRP作为一项投资的批判性看法。

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上的重要立场而闻名的交易员，他本周在社交媒体上重申了他对代币的看跌前景。

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

今年早些时候，克莱（Clay）称XRP的快速上升为不可持续的泡沫，将资产比作“伪装的模因硬币”。

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.

鉴于他强烈的看跌前景，他公开分享了过去几周他打开的XRP中几个有利可图的短职位的细节。最值得注意的是他披露了针对XRP的看涨趋势的100万美元赌注 - 一个月前的加密基础强调了这一举动。

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，从那以后，XRP的价格一直没有返回他的入口点，而且交易继续是有利可图的。克莱甚至挑战XRP公牛，试图在他继续提高自己对硬币的看跌姿态时试图清算他。

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

我耐心地等待$ XRP军队清算我知道他们绝对不会他妈的什么

— Crash (@CrashiusClay69) March 26, 2025

- 崩溃（@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.

克莱在最近的评论中说，XRP是他一生中“最明显，最简单的短裤之一”，理由是他继续获得的巨大利润。

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.

同时，在干燥市场流动性和销售压力增加的情况下，克莱继续警告他认为巨大的下行风险。

“Nobody Left to Buy” XRP

“没人去买” 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.

克莱认为，以前的市场周期已经在财务上扩展了典型的XRP投资者。他补充说，通常会提供流动性的鲸鱼或富人投资者在当前估值时不太可能在像XRP这样的令牌中冒险。

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.”

他还指出了销售早期投资者压力的威胁。由于近几个月来，由于代币的增长了6倍，他认为许多人可能正在准备卸载他的需求削弱。他质疑他们甚至在“如此干燥的市场”中卖给谁。

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，克莱认为，考虑到他所描述的链上活动，最少的收入和较弱的基本面，XRP仍在220亿美元的市值交易约2美元，市值为1,220亿美元是“真正的奇迹”。

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.

他声称，XRP几乎没有活动或收入链接，并且运作的运作与模因硬币一样。他甚至把XRP称为市场上最大的模因硬币。

“Bullish on Meme Coins, Just Not This One”

“看好模因硬币，不是这个”

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，尽管粘土在XRP上看跌，但他仍然对更广泛的模因硬币行业保持乐观，至少对于已经看到重大纠正的项目。

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.

具体来说，他指出，他看好已经下降了90％或以上的模因硬币，因为他们已经“已经进行了更正”。他与XRP进行了对比，他认为这仍然没有在缺点与比特币方面“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交易为2美元，其最近的多年峰值为3.34美元，它已下跌40％。同时，克莱认为XRP仍然被高估，并且可能很快就会看到更大的更正。确实，许多其他人分享了他的观点，有些人要求低于1美元的低点。

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.

最终，尽管XRP保持着忠实的追随者和著名的机构合作伙伴关系，但像克莱这样的批评家认为，基本面并不能证明其当前价格是合理的，而且重大更正可能会过期。尽管如此，看涨的情绪仍然存在，甚至像Davinci Jeremie这样的批评家都要求以24美元的价格价格。

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：此内容是信息的，不应被视为财务建议。本文中表达的观点可能包括作者的个人意见，并且不反映加密基本意见。鼓励读者在做出任何投资决策之前进行彻底的研究。加密基础对任何财务损失概不负责。