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워런 버핏이 암호화폐를 반대해 왔지만 브라질 핀테크(NuBank 계열 신규 뱅크) 등 포트폴리오 기업 투자로 2023년 수익을 냈다는 뉴스를 소개. 기업 투자와 자산 직접 투자는 다르다는 점을 강조. 비트코인은 '돈놀이(money game)' 성격 논쟁과 함께 가격 과열 가능성 및 조정 가능성을 언급하며 주의를 당부. 금 투자 사례도 언급.
다듬은 글
Miss Good evening wahoke yes okay wait it's been a long time since I haven't been live, let's test it for a little bit, 10 minutes Okay Okay yes because many of my friends have asked Why did it suddenly disappear on Tuesday Okay this is so I'll set it up first Just a moment for all my friends, okay yes Because the camera here is a little bit disturbed Okay for all my friends who have been live e Is the sound good enough to be heard well or maybe there is a disturbance It's been a long time since I've been live on Tuesday, it's been 2 3 weeks, yes we will be live, okay for all my friends, how are you I'm adjusting it to the color tone in this room because okay yes okay it's better now, it's not too dark, I'm sorry Okay we tonight ee the theme is free, just chat here ee maybe the theme for tonight we also Just a moment maybe around 10 minutes eh is there anyone who follows the news today I got some interesting news here em ee This is one piece of news that I want to share here ee from cnbc Indonesia but also have to be careful Why I say be careful because usually a lot of good news does not mean it will have an impact on the price going up right yeah yeah Well this is what I want to discuss for a moment I will show it to all my friends yeah tonight we want to learn from Warren Buffet where Warren Buffet we just saw eh get one advantage yeah from crypto market actually like that yeah good evening there is Mas there is Mbak Desi there is original field there is Mas Win then there is also Good evening Pakita Okay so we will try to check one article here first Yes for maybe just joined Good evening yeah It's been a long time since we've been live maybe soon we will start regularly again because there are some busy times and also there are many new things Dar bit in Man we hear that they are allergic to the world of Bitcoin Why because Bitcoin is considered as something that has no underl and many people in Indonesia with adherents of the stock flow with a hard line of fundamentals so he does n't like the existence of Bitcoin because Bitcoin has no underline and there is no real benefit he said Well but here the big investor World Buffet is known as one of the people who oppose Bitcoin yeah Eh is not an asset that generates value for Buffet's own company and the company has been known for its stable and profitable investment company, Buffet believes in investment creating value, Al, investors here, eh, long story short, Warren Buffet's strong anticrypto changed after reviewing the company's performance in 2023, investment with the best performance in 2023, eh, he saw from the Brazilian fintech company, well, this company has a new bank, this is a bank in Brazil, eh, where the neobank offers credit cards and banking as well as crypto traders, here, it means there are banks that talk about credit cards, banking and crypto, this company offers 15 different tokens and its own utility token, but with New Coin, the company that went public in 2021 found support from Buffet and Beire during the series G, so eh, this is also something that makes us question marks and actions like this are not just one time and if we follow Warren Buffet since 2020, there is a more interesting action that Barik Gold, a gold mining company, was invested by Warren Buffet where Warren Buffett stated that investing in gold is eh, not a good investment, here it is also done again, here we see that there is different things when Warren Buffett sees his company with instruments, yes, these are two different things, if we don't like to talk about things that might be a bit far away, so it's easier to understand what he means.
Oh, I do n't like smoking, for example, but I invested in a cigarette company, it could be like that, because of what? Because Oh, it turns out that there are a lot of people who smoke, I do n't like it, but because there are a lot of people who smoke, so I invested. Well, that's something different.
Well, here we have to be more observant in seeing things like this, so that means we can see that this, but it doesn't mean it directs investment in crypto, yes, we can see that when Warren Buffett made the investment decision, he saw that actually the business prospects in the crypto world were good, but if I personally said that for me to have this as an underwriter, he said like that, yes, the investment has paid off very well because Brazil has a very open attitude and accepts crypto in 2023, the price appreciated 93%, this big profit makes new holding the most profitable investment in the backire portfolio in 2023, it's not wrong.
War bet actually remains consistent because of what? Because he sees it from the perspective of his company's rules. How does this grow in terms of income? How is it in terms of profitability? How is it in terms of business prospects? Did Warren Buffett make a blunder by investing in this company? In my opinion, no, because he took the investment principle as a company, but if it were Bitcoin itself, maybe the story would be different.
Well, this is an interesting thing, yes, for us to make one study, okay, so for friends, that's one thing, yes, the interesting thing that we can see is that investing in instruments is different from investing in companies, the company might do transactions for crypto exchanges, let's say, but eh, do we actually like crypto, actually, not too much, not necessarily, other people can like it, good evening, bro, Mr.
Kliwon, I've never seen it, it just so happens that we have a crazy season break, like dramas use season breaks, so it's true, maybe in the near future we will be live again, so, eh, I myself, if I say e, I saw it first, I saw this. This is also a moment, BL Bitcoin here. I used to think that I didn't believe in the existence of crypto.
Why? Because in the end, Bitcoin is something that doesn't have a form, yes, even though we know that the amount is limited and so on. What if I invest in it because I become a currency if I become a validator means I am free Ris related to unclear goods as long as it is valid Okay, the way is valid Ma'am the way is well it turns out it's not that easy to be a miner and this is soon there will be a block and at this time the price of Bitcoin is rising so we have to Pay attention yes that eh I have also made that mindset and I was also not too okay at that time doing the diakaning myself so it doesn't necessarily take the point of view that not buying bitcoin is a good decision and eh that has been my experience around 2018 Hello Mr.
Muhammad Good evening BTC will reach what price at the end Wow I don't know yes if I knew maybe I would also do a lot of speculative actions like that yes not speculation means if I definitely knew I would buy but what is clear at this time the increase is quite fast yes so please be careful that the correction will be getting closer like that yes Then there is Mr.
Win Yes Bitcoin is a money game yes okay eh Basis The basic basis of a money game is when there is no way to get profit or add but It's still promised profit, right? And especially if the profit is stable, then it's a money game and its nature is like a pyramid, so for example, I invest R million, I ask you, what do you do with R million so I can make a profit?
I don't have any, just put R million in my hands, then I'll find someone else, I'll give the money from other people to you. That's a money game because there's no way to make it grow. The term is, yes, now if we talk about Bitcoin, it's a money game, we're talking about two different conditions here, but that doesn't mean I'm a Bitcoin Pro-Pot here.
Yes, but I want to tell you that Warren Buffett at this time is not making a blunder, but he's investing with the concept of buying the company, meaning he sees that there's a market share, there's a prospect, but if I tell him to directly become a player in the Bitcoin world, he'll stay consistent there.
Well, when we want to try to answer about the so-called money game in the Bitcoin world, in my opinion, if we buy the coin, it's actually between the coin and the US Dollar price, meaning, yes, it means that it's the same exchange rate between the price of gold against the US dollar. Dollar means the price is stable, it goes up and down, what is caused by demand and supply or demand and supply or strengthening and weakening of the US dollar itself, so if that is considered the price increase that occurs in Bitcoin, it is part of a money game, yes, in my opinion, it might be a bit misleading, but if there is another explanation, it can be like that, okay, what else, if there are any questions, what else seems to be finished, right?
Oh, okay, let's see again, okay? Is the IMF broker okay, eh, crypto trading should not be allowed, why? Because in our country, the rules are different, yes, there are crypto asset traders, yes, there is something called a futures cup, if the permit from Forex is a futures cup, of course, it cannot be used for trading, ee, to do eh, buying crypto assets like that.
Well, these are the last two questions because I promise not to take long for the live, this is from Ms. Naaya. Uh, if in the next meeting, it turns out that the interest rate does not go down, will the Euro US Dollar not go up, eh, can it be like that, yes, can it be like that, right, then ee, Ms. Han, may I ask Master BTC, is it possible?
It is applied like gold bought and stored for a period of 10 years or for the short term only because we see that the amount is limited to get it by buying so yes actually for some people it is stated that gold 2.0 bit so yes it can also be but Yes for that flow for other people Okay this is the last darion there is a fair value method for a kpto that cannot be formulated into what of us can be how much and also from aing so that it produces bitungkak as an intr yes It can also be like that k- yes friends who have been live until eh 20 19 and also maybe this is a short sharing about War buffet which maybe some people are crazy you really blundered why did you say it was not okay for criripto but it turns out that investing in a kpto friendly bank like that actually he invested in his shares not investing in his crypto means it's not a blunder but actually he is Smart just like people like this I don't like smoking but I invested in cigarette stocks is it wrong right or not Yes that's roughly Okay thank you all because this is only short we are not Alive full again soon Hopefully we can eh eh live consistently yeah regularly for 1 hour like that See you again bye bye
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