저자: Tyler · 외국인
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결론: 비트코인은 중국 채굴 점유율 확대와 채굴 원가 차이로 6천 달러 수준까지 떨어질 수 있다는 전망. 비트코인 가격 흐름: 11월 중순 8,800달러에서 13일 만에 6,600달러까지 급락. 발표자는 이를 전 트레이더 Angelo BTC의 8천 달러 이탈 및 6천 달러 예측과 연결해 설명. 중국 채굴 구조: 발표자는 중국 채굴 점유율이 약 65%이며, 최신 리포트(Coin Chairs 추정)가 자신의 추정치와 거의 일치했다고 주장. 쓰촨 지역 단독으로 약 54%, 재생에너지 비중 약 90%. 채굴 원가: 미국 채굴자 손익분기점은 약 6천 달러, 중국은 3천 달러 이하로 추정. 발표자는 6천 달러 도달 후 중국 채굴자가 시장 지배력을 굳힐 것으로 봄. 해시레이트: 2019년 상승 후에도 하락 대신 계속 폭발적으로 증가했으나, 발표자는 향후 해시레이트가 횡보하거나 하락할 것으로 예상. 스폰서 및 기타: Liberty OS 블록체인 운영체제 홍보 영상 포함. 코인베이스 상장 코인 Orchid(OXT)에 대해 a16z, Sequoia 등 VC 투자자의 물량 털기 가능성 제기, 코인베이스 창업자와 VC 간 연결고리 주장.
다듬은 글
hey yo what's going on viewers of the tube my name is Tyler welcome to the channel that just like Richard and Tommy Boy when you first hear our noise you don't want to admit you like it talk about lane totally you can change it if you want I don't care it's up to you I can live with it if you can see yourself but if you just keep listening you said come back this way again maybe it's time for Chico crypto so let's begin today's show off with a little Tyler analysis of the Bitcoin price pulling out the one month's chart things aren't looking the greatest in the middle of November the steep drop came pushing Bitcoin down from 8800 to a low of 66 hundred in the matter of 13 days and this is why we should pull out Angelo BTC former number one trader on bit Mex his prediction given on October 15 he said patiently waiting for 6k BTC levels where I will add to long term Holdings good luck home skillets so like I mentioned when he tweeted this do not count his calls out there is a reason he was the number one trader on pit mix and racked up all of that profit for those who don't know the conversion rate of xbp to bitcoin at the time that was over 30 million dollars in profit so if you've been watching my videos over the past two months you know angela was already spot-on once with a bearish call on august 28 he tweeted got a message from a friend that trades with serious sighs he said long capitulation once we break 8k I tend to believe him well let's just pull out that chart August 28th he tweets markets react immediately with a slight dump than a fake-out pump and finally a month later on September 25th the dump directly down to his 8k call takes place and look how hilarious this is pulling out the chart for his most recent call for 6k he tweeted on October 15th another dump right after which was immediately followed by a fake-out pump and then basically a month later the fall from 8k to 6.6 K begin and just overlaying the charts on top of each other you get a clearer picture of how similar they actually our so was the dip to 6.6 K the six K level Angelo was talking about in that tweet and will we ever see that 6 K range again well here's the thing you have to look into Angelo's tweet you didn't say a level he said 6 K levels like we hit it multiple times now I don't know who the Angelo BTC is but to be that successful you aren't just a technical trader he has some inside information from larger whales than himself who trade not only on technicals but fundamentals I mean just look at his first tweet got a message from a friend who trades with serious size and when you trade with that serious of a sighs you don't trade on voodoo ascending triangle line drawing a jungle Chinese right here find their line everywhere hopi imbolg on key you have insider information based on fundamentals which make it a guaranteed trade and I think I know what the insider info is that Angelo has which makes him confident in multiple 6k level hits he knows Chinese whales who are highly involved with the mining industry and the control of bitcoins price and their next actual move so in September I made a video trying to warn everyone of the rock-bottom Bitcoin prices which could be hit due to the mining industry fundamentals in that video I totally guesstimated what the distribution of hash power was across a globe let's watch now there is no exact figures but based on this information I would put China now at 65 percent of the hash power USA at 10 percent Russia Siberia at 7 percent Czech Republic at 10 percent Georgia at 3 percent India still at 1 percent and the rest of the world still at 4 percent like I literally pulled those numbers out me bunghole but they were still educated guesses well a new report came out just yesterday which actually took data and quantitative analysis to break down the mining industry and holy smokes I was freaking spot on the report was put together by coin chairs research and is titled the Bitcoin mining Network trends average crashing costs electricity consumption sources so on page nine table nine they have the global mining share distribution Sichuan region in China controls 54 percent relevant remaining China controls 11 percent all of China equals 65 percent I called it how about relevant non Chinese regions the report put it at 31 percent let's see what I had United States 10 Russia 7 Czech Republic 10 Georgia 3 and India 1 add those up what do you get 31% called it again how about the rest of the world 4 percent from the report and I had 4 percent either I'm the Nostradamus of crypto or these people just watch my video and then created a report I don't freaking know well Reuters summarized the report and it is showing that China is growing their dominance in Bitcoin mining China has way lower electricity costs and the report highlights that China has the highest percentage of renewable energy penetration this Sichuan region alone which dominates over 50% of the Bitcoin hash Power has 90% renewable energy penetration this means it is significantly cheaper to mine a Bitcoin over in China than the rest of the world with the Bitcoin price right now u.s.
miners are barely making a profit their breakeven is around 6 K with the most common mining systems out there guess where the Chinese breakeven is 3 K or even lower with renewable energy in my opinion 6 K is coming and that will be able to help China secure its dominance over the mining industry before the next having event and if you pull out the half rate chart since the power explosion which began in January of 2017 you see after the 2017 December bubble the hash rate actually dipped and went sideways for a bit aka a minor purge and now what's weird is we had another mini bull run in 2019 Bitcoin hit 14k and the hash rate grew with that as expected but since then Bryce has dropped by 50% and yet the hash rate just keeps exploding why because the Chinese miners have continued to set up operations and now that they are set up they're ready to take the price down while US and other regions they drop out so I would predict the hash rate in the near future to go sideways even drop and now for a short sponsored segment of this video which is being supported by Liberty OS and their decentralized crypto operating system we can't thank them enough and like always the full details of our agreement can be found in the description so what is Liberty OS well it can be considered the first blockchain operating system os incorporates blockchain Tech and token economics to create a unique crypto focused experience for the users Liberty is a first of its kind letting users were gain total privacy and security because no middleman is involved in any step of the way so today we are going to download their OS and highlight some of the exciting features I haven't included a link in the description if anyone wants to download the OS and follow along eventually you will get to their source forge beta download page press the green download button and what's unique is this OS can be downloaded on any modern hardware once downloaded you will also need to download Oracle VirtualBox software you need this to run the OS in this virtual box has downloads for Windows Mac Linux and even Solaris the download link for this is also in the description once VirtualBox is downloaded installed and opened you need to install Liberty OS within the VirtualBox Liberty team already has a great walkthrough of this process it takes less than two and a half minutes to get going this is also in the description now the full install of the OS inside of the VirtualBox takes about 30 to 45 minutes to fully complete so just wait it out and once done you can explore the full suite of tools inside the beta as we can see it functions like a normal oh s with a Start menu like in Windows but unlike Windows it's in the top left corner click this and it opens your Start menu including all the things included with the base OS accessories cryptocurrency development edge education games and more since we're crypto fans let's check out cryptocurrency what's dope is the OS comes pre-installed with some of the most popular crypto wallet Konomi - electron Exodus mist multi Doge my crypto and even the neon wallet opening is simple just double-click the one you want now accessing the internet with Liberty can be simple like using Google Chrome but Liberty was made with privacy in mind going back to the Start menu and clicking on Internet they have many tools pre-installed to keep you hidden including the tor browser but also transmission FileZilla and even deluge Liberty does have a token called live and it's a native currency of the OS they have a similar model as a brave browser but include not only creators and websites as those who can be donated to by users who earn tokens but also the developers who build awesome applications and tools within the OS but the brave browser is limited to stopping ads within its browser what if you have Spotify downloaded on your OS not stopping those ads on Mac or Windows but with Liberty it's not possible for Spotify to show ads making it the first ad free OS in Liberty is not a limited OS it includes powerful tools for gaming including triple-a titles and indie but also their own business tools for documents spreadsheets and presentations after playing around with OS myself I am thoroughly impressed when I found out that the software within Liberty is distributed via package management systems making it impossible to distribute malware I was hooked it's perfect for crypto users now the final thing I would like to discuss in today's episode isn't about manipulation from the shadow side of crypto the underworld who have no connections to the white hat regulators across the globe like the shady exchanges finance BitFenix and more it's actually about manipulation from the white hat exchanges and VC funds like coinbase and its kurz as they have major connections to regulators so yesterday out of the blue coinbase announced a brand new crypto getting added to coinbase pro was it something that has been around contributing to the public side of defy for a while was it something that public investors have bags of like you or me of course not it was some random crypto called orchid did coinbase just list a flower tulip may have been more fitting coinbase like I said earlier I wanted me to have a long term view so I'm much more concerned about you know how do we get crypto to be used by a billion people in five years than I am what the price did this week but it's happening o xt orchid will be trading on coinbase Pro today according to their blog post orchid was founded in 2017 on the principle that the Internet should be more open and more accessible to everyone orchid offers a decentralized VPN service that connects individual Internet users to a global pool of bandwidth providers ok but who are the investors behind orchid well the first public news of orchid came in October of 2017 when it was announced as a tokenized tor browser it raised 4.7 million from investors like a 16z andreessen horowitz blockchain capital compound VC crunch fund along with Draper made a stable poly chain capital dole Sequoia Capital and struck capital so right away suspicions arise that this listing was just for VC bag holders a 16z andreessen horowitz is one of the largest investors in coinbase Marc Andreessen and Ben Horowitz are making Bank off this listing just go to a 16z comm and their active portfolio there is coin Bay's scroll down there is orchid I couldn't find the exact percentage of shares and recent owns of coinbase but they're listed as one of the top on crunchbase so it's no small amount this article from Vox shines a light on their relationship coinbase and andreessen horowitz have a special connection yep this article sheds light on how they share employees right down to the employees that have jump back and forth or still a part of both they are tied together like a knot on the news of a convicted murderer but this stuff goes deeper another early investor in orchid from that coined s article Sequoia Capital which was founded by Fred aresome coinbase co-founder here he is with Bryan and if you go to their filings on whale wisdom executive director officers Bryan Armstrong and Fred aresome so something stinks with this listing folks and don't fall for the VC fund bag holders Exchange listing tricks they are going to dump their bags on you according to recent filings from the SEC orchid raised a total of 43 million privately those are heavy heavy bags Cheers I'll see you next time you
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