翊森

[翊森 @Trader8848]

@jessepollak @echodotxyz @coinbase 垃圾狗屎东西，喊一天不喊了，傻逼玩意

[翊森 @Trader8848]

@jessepollak @cobie UP ONLY

[翊森 @Trader8848]

@jessepollak @base UP ONLY

[翊森 @Trader8848]

@jessepollak @base 在BASE链上，让我们一起UP ONLY

[sleepy.md @sleepy0x13]

《Coinbase花2500万美元买的NFT，穿越3年的故事》

2025 年 10 月 21 日，当我看到 Coinbase 花 2500 万美元买下 @cobie 的 NFT 时，第一反应是笑了。

不是嘲笑，是那种看到老熟人在命运安排下重逢的笑。三年前，Cobie 盯着链上数据，一笔一笔扒出 Coinbase 员工的内幕交易。那时他是加密圈的「揭黑者」，Coinbase 是被揭露的对象。两边站得清清楚楚，一个要真相，一个要面子。

三年后，Coinbase 给 Cobie 转了 2500 万美元。

这个剧本太有宿命感了。就像武侠小说里，当年的仇人最后坐到了一张桌子前，只不过这次不是为了和解，而是签了一份写在区块链上的合约。

我一直关注 Cobie。2022 年春天他揭露 Coinbase 内幕交易那会儿，整个加密圈都在看热闹。一个独立交易员，用公开的链上数据，硬是把一家上市公司的黑幕扒了出来。几个月后，美国司法���起诉了 Coinbase 前产���经理 Ishan Wahi，2023 年定罪。Cobie 赢了，但他也知道，在这个圈子里，赢了官司不代表赢了一切。

那时的 Cobie 还在做 UpOnly。每周四晚上，他和搭档 Ledger 在 Twitch 上直播，采访加密圈最有话语权的人。Vitalik 来聊过，SBF 来聊过，Do Kwon 也来聊过。节目自我介绍写着：「一个曾被形容为幼稚、不专业和怪异的加密播客。优先考虑娱乐而非 alpha，但大多数时候两者都没有。」这就是 Cobie 的风格，自嘲、幽默，但问题问得够狠。

2022 年 11 月，FTX 崩盘。UpOnly 做了一期紧急直播，三个小时，Cobie 和嘉宾几乎说不出话，只是盯着新闻和社交媒体，看着一个 320 亿美元的��国在实时崩塌。那场直播后不久，UpOnly 停播了。Cobie 说他在 FTX 有资金被困，但更深层的原因是，整个加密内容生态的商业模式崩了。FTX 曾经是最大的赞助商，它倒了，谁来养这些内容？

我以为 UpOnly 就这么结束了。直到今年 5 月，Cobie 突然铸造了一个 NFT，说：「谁买了这个 NFT，谁就能强制我和 Ledger 录 8 集新节目。」标价 2000 万美元。

当时我觉得这是个玩笑。2025 年了，谁还会花 2000 万买一个 NFT？NFT 市场早就崩了，那些曾经几百万美元的头像现在连几千美元都卖不出去。但 Cobie 是认真的。他把规则写进智能合约：持有者可以燃烧 NFT，强制两位主持人录制新一季，但不能干涉内容，不能要求赞助权，不能在节目里植入广告。

这个设计很 Cobie。他知道自己的价值在哪里——独立性。一旦被收买，UpOnly 就不是 UpOnly 了。所以他用技术划了一条线：你可以买我的时间，但买不到我的声音。

五个月后，Coinbase 买了。

看到这个消息时，我脑子里闪过的第一个念头是：这两个人，终于又碰上了。

Coinbase 为什么要买？表面上看，2500 万买 8 集播客，每集 300 多万，这个价格在加密圈不算离谱。但深层原因更有意思。Coinbase 需要公信力。2024 年牛市回来了，但 FTX 的阴影还在。用户不再相信交易所的自说自话，他们要听独立声音。而 Cobie 恰好是那个曾经揭露过 Coinbase 黑幕的人。买下他的 NFT，不是为了让他闭嘴，而是为了证明：「看，我们敢让批评我们的人继续批评我们。」

这是一场豪赌。Coinbase 赌的是，在新一轮牛市中，真实性和公信力比控制权更值钱。

Cobie 为什么要卖？2500 万美元当然是原因之一，但我觉得更重要的是，他想证明一件事：独立性和资本可以共存。NFT 合约写得很清楚，Coinbase 买到的只是「强制录制」的权利，内容依然由 Cobie 和 Ledger 控制。他可以在节目里继续批评 Coinbase，可以继续揭露问题，可以保持他一贯的风格。

这是另一场豪赌。Cobie 赌的是，技术能重新定义创作者和资本的关系。

我花了几天时间调研这个事件，越看越觉得有意思。这不只是一笔 NFT 交易，而是加密圈权力关系的一次实验。两个曾经站在对立面的人，用一个 2500 万美元的智能合约，重新定义了合作的可能。

会成功吗？我不知道。新一季 UpOnly 会在什么时候开播，Cobie 会在节目里说什么，Coinbase 会如何应对可能的批评，这些问题的答案都还没有揭晓。但我觉得这个故事值得记录。

不是因为 NFT 又火了，也不是因为加密圈又疯了，而是因为这个故事里有真实的人，真实的冲突，真实的选择。Cobie 说要把节目改名叫「���叔专场」，还要花 2500 万做整容。这是他一贯的风格，用自嘲掩盖严肃。但笑话背后，是一个曾经揭露巨头黑幕的人，和那个被揭露的巨头，坐到了同一张桌子前。

这就是宿命感。你以为故事结束了，但它只是换了一种方式继续。

这就是我写这篇文章的原因。

阅读全文👇

[翊森 @Trader8848]

@techyshotta @coinbase @base UPONLY

[翊森 @Trader8848]

@listingntm UPONLY

[Listing | NTM.ai @listingntm]

⚡️ 𝗡𝗲𝘄 𝗘𝘅𝗽𝗿𝗲𝘀𝘀 𝗟𝗶𝘀𝘁𝗶𝗻𝗴!

🔥 Entered Trending

UPONLY | #UPONLY

https://t.co/iURkXQ8mbc

📊 LIQ: $716.36K | MC: $3.55M

#BASE #Crypto #Bitcoin

[zuxl @uzan9870]

We're early, folks. Patiencee = profits 💸💸 #UPONLY #NTM #BASE #Crypto #Bitcoin #WONDERING

[翊森 @Trader8848]

@eth_apple @beeple 0x2100a39f514d8fe3f26963a29b95b030a0a5d4b7

[翊森 @Trader8848]

@PriscilaSh70235 @0xcryptowizard 0x2100a39f514d8fe3f26963a29b95b030a0a5d4b7

[翊森 @Trader8848]

@jessepollak @0xAneri UPONLY IS VERY GOOD 你懂我意思吗

[翊森 @Trader8848]

推特号虽然是我借的，但无所谓，我会加油的，我叫李大海

[翊森 @Trader8848]

无非一念救苍生，我立志开一家交易所，就是看这些交易所和这些人的嘴脸让我觉得恶心，不把散户当人看，我要开一家公平的交易所，至少来说，不会这样子，让散户和大家公平相对公平竞争，就这样

[翊森 @Trader8848]

@punkdotauction @punk3690 你们现在应该去做，NFT搭建平台，其他的NFT代币购买其他的币，然后PAST拍卖所有

[翊森 @Trader8848]

Hello, WKM, your mechanism is awesome. In the future, if PAST is used as the main token and then auctioned, there will be funds in the treasury, and then other NFTs will be auctioned in the Netherlands, which will perfectly solve the problem of NFT liquidity. As the treasury increases, everyone will come here to trade NFTs, and then the transaction fees will go into the treasury. PAST is equivalent to the USDT of NFT, setting a tone for the entire NFT market, and then perfectly replacing OPENSEA. Then the money in the treasury may be more than the market value. In the future, the treasury may have 100,000 ether or 1 million ether, and the market value will only be 200,000 eth, because only deflation can increase the market value. Then, the income will be unknown. This project is likely to replace OPENSEA, and then the market value will be tens of billions or even hundreds of billions of US dollars. Everyone will buy it at a premium and lock up millions or tens of millions of ETH.

[翊森 @Trader8848]

Hello, WKM, your mechanism is awesome. In the future, if PAST is used as the main token and then auctioned, there will be funds in the treasury, and then other NFTs will be auctioned in the Netherlands, which will perfectly solve the problem of NFT liquidity. As the treasury increases, everyone will come here to trade NFTs, and then the transaction fees will go into the treasury. PAST is equivalent to the USDT of NFT, setting a tone for the entire NFT market, and then perfectly replacing OPENSEA. Then the money in the treasury may be more than the market value. In the future, the treasury may have 100,000 ether or 1 million ether, and the market value will only be 200,000 eth, because only deflation can increase the market value. Then, the income will be unknown. This project is likely to replace OPENSEA, and then the market value will be tens of billions or even hundreds of billions of US dollars. Everyone will buy it at a premium and lock up millions or tens of millions of ETH.

[翊森 @Trader8848]

Hello, WKM, your mechanism is awesome. In the future, if PAST is used as the main token and then auctioned, there will be funds in the treasury, and then other NFTs will be auctioned in the Netherlands, which will perfectly solve the problem of NFT liquidity. As the treasury increases, everyone will come here to trade NFTs, and then the transaction fees will go into the treasury. PAST is equivalent to the USDT of NFT, setting a tone for the entire NFT market, and then perfectly replacing OPENSEA. Then the money in the treasury may be more than the market value. In the future, the treasury may have 100,000 ether or 1 million ether, and the market value will only be 200,000 eth, because only deflation can increase the market value. Then, the income will be unknown. This project is likely to replace OPENSEA, and then the market value will be tens of billions or even hundreds of billions of US dollars. Everyone will buy it at a premium and lock up millions or tens of millions of ETH.

[翊森 @Trader8848]

Hello, WKM, your mechanism is awesome. In the future, if PAST is used as the main token and then auctioned, there will be funds in the treasury, and then other NFTs will be auctioned in the Netherlands, which will perfectly solve the problem of NFT liquidity. As the treasury increases, everyone will come here to trade NFTs, and then the transaction fees will go into the treasury. PAST is equivalent to the USDT of NFT, setting a tone for the entire NFT market, and then perfectly replacing OPENSEA. Then the money in the treasury may be more than the market value. In the future, the treasury may have 100,000 ether or 1 million ether, and the market value will only be 200,000 eth, because only deflation can increase the market value. Then, the income will be unknown. This project is likely to replace OPENSEA, and then the market value will be tens of billions or even hundreds of billions of US dollars. Everyone will buy it at a premium and lock up millions or tens of millions of ETH.

[翊森 @Trader8848]

Hello, WKM, your mechanism is awesome. In the future, if PAST is used as the main token and then auctioned, there will be funds in the treasury, and then other NFTs will be auctioned in the Netherlands, which will perfectly solve the problem of NFT liquidity. As the treasury increases, everyone will come here to trade NFTs, and then the transaction fees will go into the treasury. PAST is equivalent to the USDT of NFT, setting a tone for the entire NFT market, and then perfectly replacing OPENSEA. Then the money in the treasury may be more than the market value. In the future, the treasury may have 100,000 ether or 1 million ether, and the market value will only be 200,000 eth, because only deflation can increase the market value. Then, the income will be unknown. This project is likely to replace OPENSEA, and then the market value will be tens of billions or even hundreds of billions of US dollars. Everyone will buy it at a premium and lock up millions or tens of millions of ETH.