저자: 마이크노보그래츠 · 외국인
요약 보기
비트코인은 장기 가치저장 수단이며 ETF 승인이 임박했다는 낙관론. 제이미 다이먼(JP모건 CEO)의 비트코인 비판을 반박하며, 그가 계속 틀려왔다고 주장. 비트코인은 JP모건 주식보다 1년·5년·10년 모두 크게 상회했다고 언급. 각국 정부의 과도한 지출과 법정화폐 가치 희석 우려가 수요 배경이라고 설명. SEC의 비트코인 현물 ETF 승인이 곧 이뤄질 것이라 확신, 최근 12개월간 같은 말을 해왔다고 언급. 승인 흐름은 SEC가 소송에서 패소한 것이 계기라고 설명. 기관·헤지펀드 매수와 소매 주식 수요가 강하며, 마라톤·라이엇·마이크로스트래티지 등 관련주 거래가 활발하다고 언급. 마이클 세일러가 주식 매각으로 비트코인을 추가 매수해도 주가가 하락하지 않는다는 점을 강조. 앤서니 파파노의 '70%가 수년간 보유한 동일 매수자' 주장에 대해 고객 기반이 다양하다고 반박.
다듬은 글
Jamie Diamond suggesting to the Senate Banking Committee that cryptocurrencies should be banned meanwhile the price of Bitcoin soaring uh more than 15% this year and more recently topping now $44,000 right now it's about $ 43,2 126 on hopes of a future ETF at least that's part of the calculus maybe the calculus being that uh the FED is going to uh lower interest rates and sort of easy money policy and what that means Mike novag grass is here Galaxy founder uh CEO and chairman uh let's let's go straight straight to the Jamie Diamond of it all um you you watch that you heard him say you thought what to yourself he keeps doubling down and he keeps being wrong um what surprises me is so many of Jim's clients right uh some of the wealthiest guys in America you know Abby Johnson at Fidelity Jeff Yas uh Stan dram Miller Ray Delio big big investors all believe that Bitcoin is a store of value uh we see it in our client base our trading desk has been busy with hedge funds buying uh we see it in institutions buying and so I don't know where Jamie gets off thinking that he's smarter than all those guys it just it it it's the epit he's also spoken out against carried interest and most of his clients happen to be beneficiaries of that and and enjoy that and think it's a great idea as well so yeah but cared interest is kind of tax policy and I actually kind of agree with Jamie on carried interest so it's very different on saying what has value right I I think it's Supreme arrogance to think he knows what has value but all the rest of the people don't and quite frankly he's just been proven wrong Bitcoin has way outperform JP Morgan stock over one year five years 10 years you name the period um people around the world believe in this they believe in the community the ecosystem uh they see governments spending too much money not just here in the US but everywhere and think you're going to debase fiat currency um and so I mean the the the story has kind of already been argued in one when Larry fck went on your show and Saidi think you're going to see Bitcoin in all portfolios I think you know was kind of game over well let the game hasn't in some ways begun yet because Larry Frink is not able to even offer Bitcoin yet to his clients for the most part so let's talk let's talk about that piece of it where're where do you think the SEC is how much do you think actually what Jamie Diamond's saying was an effort to sty me or to uh slow down or to make the SEC rethink wherever it may be if you think that the winds are shifting uh in your favor for example you know it's I I I was trying to get in his head yesterday about why he's doing this right I mean pandering to Elizabeth Warren maybe so she doesn't come down hard on banks uh there doesn't seem to be a whole lot of sense listen the SEC is going to approve a Bitcoin ETF and they're going to do it soon uh all our indications is that's going to happen there are seven or eight really credible uh players uh people been saying that with great certainty now for the last 12 months and by the way we're saying that with great certainty two three four years ago no I I think things shifted and and you know they shifted and we can tell just by our own application with the type questions that come back um where where you are in that that process um sh they shifted because they lost a court case uh let me ask you this Mike there are going to be people who are watching us who are going to say Mike novag Gratz is talking his book this he's got so much money invested in this stuff it's got to work for him J and then there's other people who might say Jamie Diamond's talking his book um though and I and I I will say I'm deferring I'm not deferring that I'm necessarily agreeing with Jamie Diamond per se but I I don't think that he's talking his book in that I believe that this is a a view he has held U May believe it's incorrect but but I think it's a genuine View that he has listen he's been consistently wrong I like Jamie I actually want him to run for president I think he's a very smart guy but he's been consistently wrong on bitcoin he just has and what he's been wrong about is the appeal continues to to show up everywhere right this is one of the only Global assets not just in the US but in Japan and Korea uh everywhere you you see people you see Bitcoin and you know that story it's a it's a it's a system of narrative actually right it's the social construct between two people who say I believe this has value therefore it does very similar to gold and that continues to percolate all over the globe it's not it's not that complicated quite frankly right but you know I want to make an I don't know if there's an observation that's gonna be interesting to you or not so Anthony papano who I know you know well was on the set earlier this week and we were talking just about how much of of Bitcoin today is owned both internationally but also who the buyers are today and one of the things that I thought was so interesting and I don't want to misspeak um about what he said but that it was a lot of the same buyers meaning first of all 70% of Bitcoin is being has been held for years now by the same people and that it's the same people who keep doubling down on it and I don't know whether you think that's actually a good great loyalty to this thing but I I like Anthony but he doesn't have a big broker dealer uh that's dealing with lots of clients we're seeing a diverse client base by this if you just look at the public stocks look at Marathon or micro strategy I mean Michael sailor sold $750 million or $650 million of stock last month and he's selling another 750 to buy Bitcoin and his stock doesn't go down uh there is an unbelievable pent up Demand with us retail Equity investors to get exposure to crypto uh Marathon uh Riot all those stocks trade amazingly well uh with large volume uh and so I really think there is a much broader base of people that want to own digital assets that want to own Bitcoin than just the few you know crazy bitcoiners that that maybe Anthony was talking about
Comments 0