저자: ChamathPalihapitiya · 외국인
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결론: 크립토는 규제 압박 속에서 미국 내 사업이 위축되고 있으며, 규제 준수 기업(코인베이스)과 사기 기업(FTX) 간 대비가 핵심 메시지다. 은행 위기 책임 공방: 미국 당국이 은행 위기의 원인으로 크립토를 지목하는 것이 희생양인지, 아니면 자업자득인지에 대한 논의가 이어졌다. 출연자들은 크립토가 기존 금융 권력에 가장 위협적인 섹터였고, 규제 당국에 맞서 경계를 가장 많이 밀어붙였기 때문에 대가를 치르는 것이라고 보았다. 달러화 우려와의 연관: 달러 비기축화 우려가 커지는 시점에 크립토 단속이 동시에 진행되는 것은 우연이 아닐 수 있다는 시각이 제시되었다. 코인베이스 평가: 일부 크립토 기업이 부정한 행위를 했을 수 있으나, 코인베이스는 규제 요건을 준수하고 명확한 규제 틀을 반복해서 요구해 온 모범 사례로 평가되었다. 출연자는 미국이 사실상 크립토를 금지하는 방향으로 가면서 기업들이 해외로 나가고 미국 혁신에 타격이 될 것이라고 우려했다. FTX 사례: 가장 사기성이 강했던 FTX가 라이선스에 가장 가까웠다는 점이 역설적으로 지적되었다. 창업자가 정치적으로 올바른 말을 하며 규제 게임을 잘 활용했다는 비판이 나왔다. AI 규제 우려: 성급한 AI 규제가 또 다른 '우크 게임'이 될 수 있다는 우려가 제기되었다. 자율규제 논쟁: 영화 산업의 MPAA식 자율규제는 적절한 예가 아니며, 담배 산업처럼 이익을 위해 기만한 사례가 더 적절하다는 주장이 나왔다. 사회 전체에 영향을 미치는 분야에서는 자율규제가 실패하기 쉽고, 흡연 구역 분리도 실효성이 없었다는 예시가 들어졌다. 종목/자산 언급: 대상 자산 관련 직접적인 가격 전망 발언은 없음. 리스크: 규제 강화에 따른 미국 내 크립토 산업 위축과 기업 해외 이탈, 기술 혁신 저해. 출연자 전망: 크립토 산업의 장기 방향은 불확실하며, 미국 내에서 혁신이 유지되려면 적절한 규제 틀이 필요하다는 입장.
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even blaming the banking crisis on crypto so they've the the United States authorities have firmly pointed their guns at crypto is it a scapegoat or was it a [ __ ] around find out moment for crypto in your mind or a little bit of both I I don't know I just think that they were probably the ones that were the most threatening to The Establishment okay and they were the ones that In fairness to The Regulators did push the boundaries more than any other sector of the startup economy and yeah so now they're paying the price for them the bill has come due for them think about it the more I think it's probably not a coincidence that you're seeing all these concerns about D dollarization at the same time they're cracking down on crypto so look there were a bunch of crypto companies that might have done Shady things but I think we all agree that coinbase was not one of them coinbase was the gold standard in terms of doing everything right and they've just agreed asked over and over again for a regulatory framework they're just like tell us how to operate and we'll do it so I think charmath is right that they're effectively Banning crypto in the United States they're going to drive all these companies overseas which is terrible for American innovation I don't know exactly where blockchain and crypto are going to go from here but I think that we should find that out in America you know we don't want that Innovation going offshore you bring up a really good point too it's just like coinbase played by the rules stood in line tried to do the right things it seems that every step along the way right everything from board composition to Executive composition to how they try to interact with the Regulators yet they were probably the furthest away from getting a license the one that came the closest was the one that was the most fraudulent which is FDX fascinating how is that even possible he had skills in gaming the system yeah he's splashing cashy splashy cashy well he he ponied up large amounts of money because it wasn't his money so it was easy for him to make huge donations but he knew how to play the game to quote SPF he said this is the dumb game we woke westerners play we say the right shibles so Everyone likes us that's the game he was playing which is my my whole concern about if we jump the gun on regulating AI too quickly it'll turn into another you know woke game that everyone's gonna play so here's uh here's how the world Works regulate yourself behave yourself act in the interest of consumers or get regulated or smashed and I think we've gone over this we talked about it in fact last week whether the movie industry crypto AI regulate yourself behave properly don't push the boundaries too far you can bend the rules but you don't want to break them I think the regulate yourself that you use the MPAA I don't think that's the right example I think if you're going to regulate yourself look at the tobacco industry they tried to regulate themselves but what they did was just lie to maximize profit in an area that was much less benign than movies and content Maybe you could have some lascivious content in a movie or a video game or an album but that was a lot less harmful than smoking which not just impacted the smoker but it turned out the secondhand smoker as well or the secondhand smoke so it touched everybody right you could be in a restaurant not smoke and yet have years of your life taken so I think that the self-regulation for areas that impact everybody independent of whether you participate in the system or not is where you have to look for good examples Jason and I'm not sure there are many good examples of software allegation those kinds of systems I mean I like your workshopping it here I mean some restaurants would have a smoking section in a non-smoking section before there was regulation right and I think if crypto had just thought had been more thoughtful about hey which tokens nft projects were going to support which ones we're not going to that maybe they would have avoided a little bit of this I'm not sure you know it's it's hindsight's 2020 here but a little more regulation I don't think those smoking non-smoking sections work too well the smoke went all over the place it was can you remember you remember coming out of a bar and you woke up the next day and your clothes smelled like smoke
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