저자: ChamathPalihapitiya및DavidSacks · 외국인
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결론: 미국 규제당국(SEC·CFTC)의 가상자산 단속으로 미국 내 크립토 산업이 사실상 죽어가고 있으며, 혁신이 해외로 빠져나갈 것이라는 진단. 규제 혼란 배경: FTX 붕괴(2022년 11월) 이후 SEC·CFTC가 거래소·대출업체·스테이블코인 등에 대한 규제 공세를 펼쳤으나 실제 명확한 규제 체계는 마련되지 않았다. 2021년과 비교해도 명확성이 부족하다. 분류 혼란: 게리 갠슬러 SEC 위원장은 비트코인을 제외한 모든 가상자산을 증권으로 봤고, CFTC는 비트코인과 이더리움을 상품으로 규정해 업계 혼란이 가중됐다. 책임 전가: 갠슬러는 의회에서 크립토 산업이 실리콘밸리은행(SVB) 붕괴와 이후 은행권 위기의 주원인이라고 주장했으나, 출연자들은 이를 근거 없는 책임 전가로 본다. 출연자 견해: Chamath와 Sacks는 미국에서 크립토 산업이 죽었고 SEC 같은 기관의 조치가 원인이라고 주장했다. 달러 패권(de-dollarization) 우려와 단속 시기가 겹치는 것도 의심스럽다고 봤다. 코인베이스 사례: 코인베이스는 규정을 준수하며 명확한 규칙을 요구해 왔으나, SEC가 Wells notice를 보내 증권법 위반 혐의로 집행 조치를 권고할 예정이라고 알렸다. 브라이언 암스트롱 CEO는 의회 개입을 촉구했고, 영국 재무부 경제비서와 만나 영국 이전 가능성이 거론됐다. 전망: 단속이 업계 발전을 수개월~수년 늦출 수는 있지만 멈추게 하지는 못할 것이라는 시각. 시청자에게 규제 단속이 필요한지 아니면 전통 금융의 권력 행사인지 의견을 묻는 것으로 마무리. 종목·자산 가격 예측: 영상에서 대상 자산(삼성전자, 비트코인, 금리, 환율 등)에 대한 1~3개월 가격 방향 발언은 확인되지 않음.
다듬은 글
crypto's dead in America it is that in America crypto is that in America I mean now you have Chancellor you had ganster even blaming the banking crisis on crypto so they've the the United States authorities have firmly pointed their guns at crypto 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 it's been several months since U.S Regulators all but declared an out war on the cryptocurrency industry in the United States following the FTX collapse in November U.S regulatory bodies including the U.S Securities and Exchange Commission SEC and the commodity Futures Trading commission cftc started a regulatory Onslaught on cryptocurrency exchanges lenders and other crypto Affiliated firms as well as crypto projects like stable coins however what Regulators have not done is actually regulate the industry there is still as much need for clarity as there was in 2021 over last year for example there have been lots of debates about what constitutes a crypto commodity security or currency last year sec chair Gary gansler sent all crypto assets with the exception of Bitcoin our Securities shortly after his cftc counterpart said Bitcoin and ether are Commodities and almost everything else was a security this chaos and confusion strengthen the previous argument that the cryptocurrency industry needs to be suitably regulated to grow in the United States however policymakers and Regulators seem to believe the right path is a pointless directionless Crackdown on anything and everything crypto with a lot of misplaced blame apportioning last week while answering questions about his treatment on the crypto industry gansler told lawmakers that the crypto industry is primarily responsible for the sudden collapse of Silicon Valley Bank and the subsequent banking sector crisis in the latest episode of the all in podcast Canadian American venture capitalist chemathia and entrepreneur and investor David Sachs discussed the state of the cryptocurrency industry following the continuous regulatory Onslaught in the United States both chimeth and sax believe the crypto industry is dead in America and it's because of the action of agencies like the SEC before we listen to the discussion between the besties please take a little time to like this video for more videos like this also make sure you drop your comments and observations in the comments section below thanks and enjoy the video the more I 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 jamath 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 fds yeah yeah fascinating how is that even possible I mean because he had skills in gaming the system yeah he's splashy 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 Shiba less 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 in other news coinbase CEO Brian Armstrong is calling on the legislative branch of the U.S government to intervene and stop the SEC from driving the digital asset industry out of the country in a recent tweet that has over 12 000 likes the coinbase CEO wrote I met with the SEC today we'll continue pushing for a clear rule book in the U.S for crypto regulation the US can afford to fall behind on this important technology to update the financial system also important for Regulators to set policy and then enforce it not start with enforcement before there are clear rules at this point it seems like Congress will need to step in in another tweet Armstrong notes that the financial regulator has caused Untold harm to America with its Onslaught against the crypto industry here is the Tweet spent the day in DC meeting with members of Congress we need regulatory Clarity in the U.S for the centralized players in crypto for many reasons including consumer protection National Security economic growth Etc the SEC has caused Untold harm to America with its policy of Regulation by enforcement we will fight to fix that last month the SEC sent a Wells notice informing coinbase that the regulator had made a preliminary determination to recommend filing an enforcement action against the crypto exchange for allegedly violating Securities laws in response Armstrong met with MP Andrew Griffith last week Griffith is the United Kingdom's economic secretary to the treasury which has caused speculation that coinbase is planning to move away from the toxic regulatory environment in the United States as Armstrong and other top industry players have warned previously the sec's Crackdown will cause irreparable damage to the growth of innovation in the United States if crypto is the future of money in the U.S wishes to remain a global superpower then it should be more receptive toward the industry the Crackdown might slow down the industry's development by a few months or even years but it's not going to stop it are you tired of the boring old stocks and bonds and would like to add some much needed variety to your retirement savings account look no further than I trust Capital America's number one self-directed digital Ira platform for individual investors I trust Capital allows you to enjoy the flexibility and tax benefits of individual retirement accounts Ira while investing in the exciting world of 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