저자: CathieWood · 외국인
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비트코인과 암호화폐 생태계가 장기적으로 큰 성장을 할 것이라 주장. 암호화폐 시장은 현재 약 1조 달러에서 2030년 약 25조 달러로 성장 전망. 로봇, 에너지 저장, AI, 블록체인, 멀티오믹스 시퀀싱 등 5개 혁신 플랫폼이 동시에 진화 중이며 과거 1900년대 초 이후 처음이라고 강조. 실질 GDP 성장률이 기존 컨센서스보다 높아질 것이며 인플레이션보다는 기술 발전에 따른 디플레이션(좋은 디플레이션) 가능성을 언급. 비트코인 목표가 상향(150만 달러 이상 → 380만 달러) 언급.
다듬은 글
we really do believe that Bitcoin is and each one one of these World words is important it is the first Global uh private no government oversight rules-based critical rules-based digital monetary system ever and it's a very big idea we think uh we think that uh the entire crypto asset eco system and we think most of the crypto assets you have heard about out there will disappear there will only be a few uh for different reasons that ecosystem in 20 uh3 we think will be a $25 trillion ecosystem right now it's a little over 1 trillion we think that the biggest idea out there is is Bitcoin at the CM 2024 conference the CEO of Arc invest Kathy Wood presents her Visionary Outlook on bitcoin and The Wider cryptocurrency Market anticipating a massive shift in financial systems as we know them to her Bitcoin represents one of the most disruptive Innovations in history as it challenges traditional monetary systems and paves the way for a decentralized future with Bitcoin and altcoins getting more popular Through The Years Cathy predicts that by 2030 cryptocurrencies will be worth a jawdropping $25 trillion in the conference Kathy goes over the main pillars of the current Tech technological Revolution these include artificial intelligence energy storage robotics genomic sequencing and blockchain technology these are considered the driving forces behind the future with blockchain leading the way to Global crypto adoption now let's tune in to Cathy wood as she discusses how these Technologies are gradually becoming the dominant forces in our modern world while watching we encourage you to show your support by giving us a like consider subscribing to the channel for daily updates on the latest crypto and finance news thanks and enjoy as I mentioned we're at the threshold of the most um disruptive uh period uh for for uh Innovation or caused by Innovation that the world has ever seen and the 14 technologies that you see here are the reason why these 14 Technologies are involved in um the these five platforms so these are five Innovation platforms evolving at the same time this has never happened in history the closest we've gotten to this is the early 1900s when three Innovation platforms evolved at the same time back then it was telephone electricity and the internal combustion engine completely transformed the world today we're talking about these five so the five major platforms are robotics energy storage artificial intelligence blockchain technology and multiomic sequencing um we have uh in the last in the last 20 years we were fighting in the financial markets now I know a lot of you are Venture are in the Venture world you're you're entrepreneurs and you you may not relate to this but what we are fighting in the public equity markets is this notion and have been fighting that uh grow exponential growth rapid growth cannot be sustained and um uh and that is because uh we've been in a linear growth world for so long where you do have a burst of activity and then the and then it decays down to the GDP growth rate in a Tekken Telecom bubble we first heard the ression exponential growth growth sustained say 20 to 30% growth sustained uh for years and many people thought that was going to happen uh and that's how we got the teeken Telecom bubble we had too much Capital chasing too few opportunities too soon and it ended badly now the seeds for these five major Innovation platforms were planted during the 20 years that ended in the Tekken Telecom bubble and uh they have been germinating ever since uh they weren't ready BEC the Technologies were not ready during the teeken Telecom bubble we didn't get the cloud until 2006 we didn't get uh deep learning uh out of image net until 2012 uh we didn't get the other big breakthrough in artificial intelligence uh Transformer architecture until 200 17 18 we were not ready for prime time uh back then so here these Technologies these Technologies again the seeds were planted back then they are ready for prime time now and investors are running away they're running for the hills what are the hills they're benchmarks Kathy Wood believes that these technologies will soon revolutionize Global Systems and practices she thinks they will continue to grow in the years ahead in fact she previously predicted that Bitcoin could reach over 1.5 $5 million within the next 5 years Arc supported this prediction by noting a higher hash rate long-term holder Supply and addresses with a non-zero balance compared to previous downturns recently Cathy raised her prediction to $3.8 million due to increased institutional adoption driven by spot Bitcoin ETFs and the recent Bitcoin Hing event with that let's return to Kathy Wood for more of her insights GDP growth uh as as you can can see from this chart through history technology has caused leaps in GDP growth and you can see from I think it was 1,400 to 1900 or 1500 to 1900 uh the world was growing about 6 this is real GDP growth 6 um uh percent per year and then those three platforms I mentioned earlier uh telephone electricity internal combustion engine of course transistor uh um uh computers internet uh then that catapulted us into a 3% GDP growth world the consensus view going forward is that GDP is going to downshift we completely disagree and we believe that we we should see a greater growth um increment than we saw uh in the period uh in the last period so that was fivefold which which would take us to 15% but we didn't want to seem completely crazy so we uh we put uh 8% out there but you know it doesn't make any sense that GDP growth should slow down given all of the Innovation that is evolving right now and the other thing that makes no sense is that inflation will remain a problem there are two two camps right now on inflation one and many of you Stanley Dr Miller has been interviewed a few times so you've probably heard him on um on Bloomberg or CNBC beloved CM CNBC uh and he's very much in the higher for longer inflation we're in the 70s this is intractable look at the wage negotiations the UAW the the auto companies the airlines 10% per year 6% per year and uh our answer to that is many of these industries are going to be disrupted disintermediated and perhaps destroyed and so what will happen is that those wage gains will end up crushing ing margins this is not going to be pushed through into inflation uh and uh if anything we believe that we're going to enter a period of deflation now I know deflation sounds scary sounds scary because of 0809 uh everyone was talking about a deflationary bust back then and it was horrifying and you know it it was terrifying in in many ways um because there was almost a complete Financial meltdown that's not what we're talking about right now there's good deflation and there's bad deflation I just gave you an example of what bad deflation will be companies that have not invested aggressively enough uh to move into the new age and they're going to be disruptive disrupted creative destruction um the good deflation is what I described before those learning Cur CES uh causing cost declines which are passed through to prices uh which uh which will cause booms booms absolute booms in these Technologies and in productivity and The Virtuous cycle that we're going to see is is going to be astounding now uh many of you know that CNBC has called crazy Kathy and you may think that now too but we really believe what I just said because we're doing the research we're doing the research that very few people out there are doing because they just don't believe it they don't believe it and uh and and they also don't believe you should do much from the top down uh and that became that became uh a kind of the Mantra as I was growing up up in the business which of the five technological pillars discussed by Kathy Wood do you think will have the biggest impact on our future share your insights in the comment section below if you found some value in today's video we would appreciate it if you hit that like And subscribe button lastly if you would like to be updated with all of our future updates please tick that notification Bell your support encourages us to create more content on the latest relevant news in crypto thank you for watching we hope to see you in our next video
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