Bitcoin could get as high as $150,000 this year, says Fundstrat's Tom Lee

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톰 리는 ETF 수요 증가와 반감기 이후 공급 감소, 통화정책 완화 기대를 근거로 비트코인이 올해 최대 15만 달러까지 갈 수 있다고 주장한다. 비트코인을 디지털 안전자산(sound money)이자 훌륭한 가치저장 수단으로 평가하며, 블록체인의 보안성과 무결성을 강조한다. 범죄 사용 논란에 대해서는 법정화폐도 불법 활동에 쓰이며 범죄자들이 신뢰하는 자산이라는 점을 반론으로 든다. 다만 자신은 가격 급락이 당분간 시작되지 않을 것으로 본다고 말한다.

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01. we we I teased Bitcoin cuz I I have no idea I don't know what it's trading on I don't know what you think it's trading on now the ETF obviously that that was something usually it likes the FED to e so you just said some positive things about about that maybe for more for more printing for but I said and I was just throwing out a number we're at 50 I said what you said it might be U strong for the remainder of the year yeah I said 75 what what did you say to me I I think it's you know could be as high as 150,000 this year so double what I thought was yeah 150,000 so we're tripling at this point yeah because you've got demand improving with the ETF and you have the supply shrinking with the havening and if monetary policy eases which we expect you know that's supportive of risk assets and bitcoin's holding up I mean that's another reason why I don't think a draw down is going to start that soon I mean bitcoin's been rallying last couple weeks wow so take that to the bank those are big numbers um I don't know anymore and are you in hold let me just go back are you in the camp of this is like a $500,000 valued over over five years are you yeah it is sound money um and I think it's proving to be useful and what proving to be useful how well it's very useful if you're an investor right now yes it's been a great store value uh it's been a good risk asset it's also incredibly secure you know there hasn't been a single fraudulent entry on the blockchain since Inception I don't think any bank can say that's true of their p&l and accounting you know 6% of banking transactions are suspicious 0% on the Bitcoin what did gendler say the other day that he trusts the Oracle database more than the the blockchain the thing that distributed Ledger does that that was bizarre wasn't it well I mean the blockchain is just one big piece of software but you know I would trust uh the proof of work work concept that you now instead of having five people manage an Oracle database you have a consensus mechanism and that's what's here's the the flip side of that and you you've heard it from the Jamie diamonds of the world maybe even Elizabeth Warren and others who say despite what you what you said about sort of how how good the blockchain is to be able to find where things are it is the medium of choice for ransomware I mean just you go through the list of sort of terrible terrible illegal Behavior people in that world seem to love Bitcoin what does that say about this well Pirates were the first people that like gold so we knew gold was a good store of value um but I think equally important you know the dollar is used in more illicit activities 99 we talked about obviously 99 and and Joe's made that point before but I you don't so you you ascribe nothing to the idea that Bitcoin is a beloved uh currency for those who are trying to do nefarious things well here's a way to think of it criminals don't trust anybody but they trust Bitcoin and so if you want to say what is a trusted asset it's really what would be the try Cod this is like saying you follow the technology that starts with PN right no I I think because because that's I think it's like right I remember like videotapes and this it's like blaming the object for itself for for the nefarious behavior when it's the humans that are that are using the I mean would can you imagine the World of Pain Management without strong pain medicine look what happens when you abuse the pain medicine but can you imagine it with with it's it depend and I've even used you take a a car or a truck no of course but some more utility no but but this is the this this is the difference and I will I will take Gary gendler's side on this particular description of the situation yeah a car has immense value to society economic value to society there's a utility why does it resonate with you it argue that a a strong Tylenol actually has a history of the world in the history of the world right if 99% of the nefarious activities were were using dollars why don't you have the same negative Viewpoint towards a dollar it has a great utility in the same way the car has a great utility well you don't know you don't because you don't appreciate the utility of Bitcoin doesn't mean that other people don't appreciate it the only people right now that appreciate the the no that's not true that's not true I I don't appreciate it because I'm using it for ransomware I appreciate it because it's a store value consider a store value orue that goes up store value would stay one price no no like gold was $300 not too long ago it's now $2,000 it doesn't stay at the same price it goes up as you print more money it's more of a speculative um investment no I don't think that's I don't think that's like Michael it turned out to be a great investment for those who are investing in it I'm not saying it's a bad investment I'm just saying long term if we're all sitting around this table explain how it's it's sound money it's soundy I it's not that I don't understand conceptually what's what's going on why do you say that it has no use then other than the feris no no no I think the use case is as a speculative tool as a way potentially even to hedge against other things if you think that it's correlated or non correlated to other things that is the use case that's the utility