저자: 미상 · 외국인
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비트코인이 장기적으로 금 시가총액의 절반 수준(약 35만 달러 이상, 과거 모델 기준 300만 달러 이상도 제시)까지 갈 수 있다는 낙관론. 마이크로스트래티지 등 기업의 비트코인 전략 성과(연 44% 상승 vs S&P 12%), 미국 비트코인 ETF의 기관 채택 확대와 장기 유입 전망, 부탄의 비트코인 보유(약 1.3만 개, 약 7.8억 달러)를 근거로 제시. 영상 전반은 채택 확대에 따른 강세 주장.
다듬은 글
another very powerful Global Financial leader has finally revealed his massive Bitcoin stack we first saw this with Michael sailor and I have said uh before and I would repeat it again if it's not going to zero it's going to a million he laid the playbook for implementing a massive corporate Bitcoin strategy well there's a lot of strategies you could be the Normie and do a normal strategy Diversified portfolio you can be a 10center and you can put 10% of your assets into Bitcoin you can be a BTC Maxi and put 80% of your assets and put 80% of your earnings into Bitcoin you could be a double Maxi and that's when you basically take an extra $250,000 loan against the house and then the triple Maxi is you finance the house for Bitcoin you buy Bitcoin you flip all your assets to bitcoin and then you move to a cheap tax jurisdiction where you actually can avoid some taxes and invest an extra 50 Grand in Bitcoin maybe a Singapore or UAE or something well this is the result the Normy ends up with $8 million in 21 years the 10center will more than double that the Maxi ends up with 100 million the double Maxi 150 the triple Maxi 214 million you can see the power of Leverage and the choice is yours and you can also see it takes 15.9 Bitcoin to be a triple Maxi you know 6.25 Bitcoin will make you a wealthy person public companies after were quick to follow Tesla metap planet and looking back as Bitcoin is consolidating right now near all-time highs Michael sailor has been proven right it's been a great journey since August uh 10th of 2020 micro strategies bought about $8.3 billion worth of bitcoin bitcoin's up 44% a year on average since then the S&P is up 12% and since we levered it we're up 825 the number one performing stock in the S&P is NVIDIA up 821 % as of Friday so we beat every single company in the S&P index using a Bitcoin strategy then we saw Larry thinkink and black rock get involved while once Larry Fink was a skeptic don't your clients want crypto exposure no I don't believe any client has sought out crypto exposure really yes but at some point they might do you need to be prepared I don't at the moment no I have not heard from any one client they looking to to uh uh to buy a cryptocurrency at this time right now I can tell you it worldwide I have not heard from one client who said I need to be in this today black rock is one of the largest holders of Bitcoin with the most popular Bitcoin ETF and has a crypto strategy for decades to come as you know I was a skeptic yes I you know I was a proud skeptic and I studied it learned about it and I came away saying okay okay I believe Bitcoin is legitimate I see value in having an ethereum ETF these are just start stepping stones towards tokenization I really do believe this is where we're going to be going it has now been revealed that yon Vanek the CEO of vanak has a massive personal Bitcoin holding listen very carefully as he's about to disclose this how much Bitcoin what percentage of Bitcoin he personally holds I can't believe the number was so big this I might not like this but the way I look about Bitcoin is it's it's sort of like evolving and growing up right so maybe it's a teenager now it's not fully formed because so many investor classes haven't really joined um I I I think the toughest allocation question I have and I know a lot of individuals um think about this as well is why should I be selling Bitcoin if I believe the super bull case you know why am I constantly selling into this bull market I mean we just came out with research that talked about a price close to $3 million a coin in the scenario where it's adopted as a reserve asset globally now that's very speculative but and that would be extreme adoption but that's where professional investors like us in our day jobs say oh no you've got to do mean variance optimization you can't hold too much and everyone I meet at Bitcoin conferences owns way more in their own portfolio and I always say wait a minute I always want to tell people what I'm doing personally because they should know right um well what are you doing personally I'm I'm like way over 30% okay wow all right and it makes sense vanak his financial management company they study Bitcoin extensively they have ran the numbers they see what's going on this is what the future likely holds for Bitcoin at least according to vanak research about a year ago started pounding the table because eventually the FED is going to start easing here that's great for gold and that's for Bitcoin what I said is Bitcoin is growing up and will be eventually half the total market cap of gold so that's about 350,000 so quite a ways to go from here uh the super bows if central banks adopted and um you know it's part of the monetary system uh than you know in the millions but I don't like to talk about that too much what more than two million more than three yeah like 2.9 we've got some model which is you have to look at the assumptions right well yeah there are always big ifs there where are you as an ETF guy with all kinds of different ETFs everything from fixed income to you know who knows Staples Consumer cyclicals Etc where do you put your personal money right now I like longer term Trends because I feel like okay it'll be a bumpy ride but I like to have conviction about something that's going to happen in five or 10 years to me there's no doubt that Bitcoin is becoming adopted the way gold is I just think it's it's it's obvious now I think you have to have your own Diversified portfolio and kind of having a huge overweight to bitcoin is a personal decision but I I just see that rising and we know that these Bitcoin ETFs which are at all-time high net inflows by the way the most successful ETFs ever in Wall Street history we know or we strongly suspect that each year we'll suck in more and more Bitcoin I sat down with Matt Hogan CIO of bitwise and he basically lays out the next few years for the Bitcoin ETFs the thing that crypto should realize about ETFs is my question is where are we on this ETF total adoption process because so earlier in this year they were turned on for the first time finally Wall Street could get in in a regulated known Financial instrument a couple of months ago I believe we saw the first wouse was it Morgan Stanley approve solicited sales so finally they could start reaching out to their clients hey buy Bitcoin through us are these ETFs fully adopted yet or where are we in this process yeah not even close I mean you have it exactly right from one perspective these are the most successful ETF launches of all time attracted billion dollars investment already turned on at Morgan Stanley which is faster than usually happens for ETFs but it's still the case that most investors believe it or not most large institutional investors can't access these ETFs it's a limited approval at Morgan Stanley the other major wirehouses like UBS and Wells Fargo haven't even turned on uh these ETFs in a limited sense before I came to bitwise six and a half years ago I was the CEO of etf.com so this is my neck of the woods the thing that crypto should realize about ETFs is they are multi-year stories if you look back at the Gold ETF which one it launched was the most successful ETF launch of all time year two had more flows than year one year three more than year two year four more than year three for eight straight years I actually think the same thing is going to happen for Bitcoin ETF F yes this was a record year the most successful ETF launch of all time maybe we'll get 20 plus billion dollars of assets into these ETFs in year one that's amazing I bet you year two is bigger and I bet you year three is bigger ETFs are five to 10year journey to maturity so we're still really at the earliest stage so I don't know if you realize this but all over the world Bitcoin is being adopted Bitcoin in 2024 is so different than Bitcoin in 2021 we show you stuff like this all the time on our Channel nobody else shares crypto content with you like we do make sure you subscribe for daily content giving you an edge another nation state has adopted Bitcoin did you know Bhutan is now the fourth largest nation state holding Bitcoin they're ramping up their Bitcoin mining in such a huge way I bet you did not realize this is what's going on on the other side of the world now now moving to Asia Bhutan the Himalayan kingdom known for prioritizing happiness over wealth has quietly emerged as a major player in the cryptocurrency world with $780 Million worth of bitcoin which is a which is nearly a third of its GDP Bhutan has become the fourth largest government holder of Bitcoin now what's fueling the country's Ambitions to become a leader in green crypto mining here's our report with answers nestled in the Himalayas Bhutan a tiny Buddhist Kingdom with fewer than 900,000 people has emerged as an unexpected yet powerful player in the world of cryptocurrency known for its Serene Landscapes happiness Centric philosophy and commitment to sustainability Bhutan has quietly amassed a significant treasure over 13,000 Bitcoin coin worth approximately $780 million for a country with a GDP of just under $3 billion this is a staggering sum making Bhutan the fourth largest government holder of Bitcoin globally the Himalayan kingdom is only behind the United States China and the United Kingdom as it overtook El Salvador Ukraine and Germany unlike the United States and China which gained their cryptocurrency through seizures and legal battles Bhutan took a more proactive approach by investing directly in Bitcoin mining bhutan's decision to mine Bitcoin rather than purchase it directly aligns with its broader strategy to diversify revenue streams the country's Bitcoin mining activities have been fueled by its abundant Hydro power resources making Bhutan one of the most eco-friendly crypto miners in the world subscribe to our Channel join our team cryptocurrency is the 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