Ray Dalio on Bitcoin

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결론: 비트코인은 대안 화폐로서 가치를 인정받았으나, 금이 여전히 최선호 대안 자산이라는 입장. 비트코인 평가: 11년간 해킹 없이 작동해 왔고 가치가 부여된 대안 화폐 자산으로 자리잡았다고 평가. 화폐 경쟁 시대: 법정화폐 남발과 구매력 하락으로 여러 화폐 간 경쟁이 시작되며, 암호화폐와 중앙은행 디지털화폐 등 다양한 화폐가 등장할 것이라 전망. NFT: 소유 가능한 투자 자산으로서 화폐 역할을 할 수 있다고 언급. 본인도 체험 차원에서 구매 의향을 밝힘. 신기술 옥석 가리기: 2000년 닷컴 버블 사례처럼 일부는 살아남고 일부는 사라질 것이라는 경쟁 체계 관점 제시. 금 선호: 금은 수천 년간 보편적으로 인정된 화폐이며 중앙은행 준비자산 3위 규모라 설명. 비트코인은 추적 가능해 정부 감시에 취약한 반면 금은 연결되지 않아 유리하다고 주장. 포트폴리오 결론: 비트코인보다 금을 선호하며, 비트코인과 금은 전체 자산 구성의 일부로 보유하는 입장.

다듬은 글

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01. uh you've had a few opinions about bitcoin over the years what are your thoughts about bitcoin today its role in the global financial system and just in human society in general well the evolution of bitcoin over the years is one of the things that has um influenced changes in my view um it has proven itself um something like 10 11 years ago imagine the programming of this and here's the you throw it out and that's the idea it has not been hacked it has um um operated it is built it has come an amazing way over that 11 years to be maybe probably the most excited topic among a lot of people um and has been used and and is now has obtained you know the status of having imputed value at the same time it is one of those assets that is an alternative money i think we're entering an era where um there's going to be a competition of monies um because of the printing of fiat money and the depreciated value there will be a competition of monies um and bitcoin is part of that competition but there'll be many monies not just crypto monies but there'll be central bank crypto monies but there'll be different kinds of monies and even monies are things that you buy and sell nfts can become a money a type of money you own it and it's an investment and you could say i'd rather own it than own uh bitcoin has ray dalia bought any nfts not yet okay um but um only only just because like i i definitely want to buy nfts to just experience them you know like i think think i should produce one yeah and i should uh i should have asked that have you made it have you mentioned an empty you probably should just to know what it's like yeah that's right this stuff is happening yeah this stuff is real okay and how it operates but like all new real things um some are gonna go and some gonna you know it's like in the internet in the year 2000 um you know pets.com could have been a great but babypets.com doesn't make it and who knows that's the beauty of the competitive system that will evolve and some things will be treasured and some things will be uh trashed so um but when i look at it um i think we are in an environment of you know what is an alternative money a money has two purposes a medium of exchange and a storehold of wealth and we are looking for um and it's portable and you can and it's best if it's recognized in other countries um so gold is one of those so i look at it as an alternative gold but i look at a number of things as alternative gold and i think that and i think and gold is still my favorite because of certain qualities for example um you can't trace it in in bitcoin you can trace who owns it where it's going and and so on governments can't have that ability to trace it and so on a gold piece of coin it's it's not connected i think not connected has benefits particularly in a world where maybe connections can be more risky um so um and then also gold has been um for many thousands of years universally recognized as a source of money and central banks it's the third largest uh source of money in central bank reserves and i don't think bitcoin is going to serve those types of purposes and so on so for various reasons i prefer gold to the other but it's a little bit part of my mix you