저자: CathieWood · 외국인
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결론: 캐시 우드는 비트코인과 이더리움에 강세 전망을 유지하며, 단기 조정 가능성은 있으나 펀더멘털이 양호해 강세장이라고 봄. 비트코인 펀더멘털과 단기 전망: 월간 온체인 지표상 네트워크 건전성이 매우 좋다고 평가. 시장에 기대감과 매도 가능성이 있으나 이는 일시적이라는 취지. 안전자산 선호(플라이트 투 세이프티): 지역은행 위기 당시 비트코인이 약 19,000달러에서 약 30,000달러로 상승한 사례를 들며, 비트코인은 거래상대방 위험이 없어 안전자산 성격이 있다고 주장. 은행주 지수는 3월 수준으로 회복. ARK 상품 출시: 유럽 중심 암호화폐 ETP 업체 21Shares와 함께 비트코인 선물, 이더리움 선물, 디지털자산 관련 주식 등 5개 ETF 출시 계획. 현물 비트코인 ETF 신청도 진행 중이며 SEC 질의가 과거 일괄 반려보다 진전이라고 평가. 장기 가격 목표: 2030년 비트코인 100만 달러 이상, 이더리움 22만 달러 이상 전망. 비트코인 대 관련주: 장기적으로 비트코인 자체가 관련 주식ETF보다 나을 것이라고 봄. 디지털 지갑 분야(코인베이스, 스퀘어/캐시앱, 로빈후드, 마라톤 등) 기회 언급. 이더리움·솔라나: 이더리움은 스마트계약 네트워크로 중시. 솔라나는 인프라 측면에서 속도·비용 우위. 리스크: 단기 등락(풋과 테이크) 가능성 인정.
다듬은 글
I am sure there is some anticipation and there could even be a sell on the news but the fundamentals we put out a Bitcoin monthly piece every month and you can see the health of the network using our onchain metrics the health of the network is almost as good as it gets and it seems like this is a bull market sure we'll have puts and takes nothing goes straight up uh but I think this flight to Quality um Larry thinkink uh used that expression we call it flight to safety you look at what happened during the Regional Bank crisis Bitcoin went from 19,000 to nearly 30,000 as the K the bank the Regional Bank stock index was imploding if you look at the bank stock index today it is back down close to where it was in March so when Larry might say flight to Quality which is good it's true we would say flight to safety because there's no counterparty risk Cathy wood and her firm AR invest exhibit an exceptionally bullish stance towards digital assets with a part particular emphasis on bitcoin and ethereum their confidence in the potential of these cryptocurrencies is underscored by Arc invest decision to launch five separate cryptocurrency exchange traded funds encompassing a diverse range of products that include both Bitcoin and ethereum offerings this strategic move reflects their conviction in the enduring significance and growth potential of these leading digital assets looking ahead to the year 2030 cathywood has put forth ambitious price predictions she anticipates bitcoin's value soaring well beyond the $1 million Mark while ethereum is envisioned to reach an impressive valuation exceeding $220,000 these forecasts signal a long-term bullish outlook on the trajectory of these digital currencies emphasizing their potential to play a transformative role in the financial landscape in a recent CNBC interview cathywood provided a comprehensive breakdown of her outlook on bitcoin and ethereum she shared valuable insights on the evolving dynamics of these digital assets and offered her thoughts on the anticipated approval of spot ETFs a development that could further Propel the legitimacy and accessibility of cryptocurrency in traditional financial markets for those keen on Cathy Wood's views the video extends Beyond these discussions concluding with her predictions on the comparative performance of Bitcoin ethereum and salana additionally Kathy addresses an intriguing question whether there could ever be a Bitcoin 2.0 this multifaceted exploration provides a nuanced understanding of her perspective and the evolving landscape of digital assets with our partner 21 shares uh which is the largest crypto ETP provider in the world mainly European focused we are launching five ETFs the strategies are going to be around Bitcoin Futures ethereum Futures one will be Bitcoin Futures and cash one will be Bitcoin Futures and ethereum Futures and then the last one will be broader Bitcoin and companies exposed to digital assets equities how much of this is a dress rehearsal in your mind for a moment in which the SEC says okay cat's out of the bag you can actually issue an ETF that's directly invested in Bitcoin well it certainly is a dress rehearsal uh we think there's a place I think uh these strategies will be more probably institutionally focused and and I think the botcoin Bitcoin ETF will be perhaps more retail focused is that something you want to do eventually a spot Bitcoin yes what's interesting about it is if you look at the pecking order our filing is next in line I think what has happened the change is that the SEC actually asked us questions I think asked us questions ask Black Rock probably has asked a lot whereas before our filings were just rejected out of so that is movement that is significant and you know over the years I've gotten to know the research people at the SEC and um I'm very impressed I was impressed by the questions they asked us too so what were the kinds of questions they asked a lot of them were very technical they're all about protecting the consumer and you know of course the showstopper at least from Gary gendler's point of view is he thinks Bitcoin can be manipulated and you know this is a decentralized transparent Network you can follow all the activity online it's highly unw well I don't know what it is I have wondered there's speculation that he's interested in the treasury secretary position at some point what does the treasury secret Fiat for the government I mean very focused on I don't know I don't understand it myself because he definitely he understands so it's there's something else there's something okay I am sure there is some anticipation and there could even be a sell on the news but the fundamentals we put out a Bitcoin monthly piece every month and you can see the health of the network using our onchain metrics the health of the network is almost as good as it gets and it seems like this is a bull market sure we'll have puts and takes nothing goes straight up uh but I think this flight to Quality um Larry thinkink uh used that expression we call it flight to safety you look at what happened during the Regional Bank crisis Bitcoin went from 19,000 to nearly 30,000 as the K the bank the Regional Bank stock index was imploding if you look at the bank stock index today it is backed down close to where it was in March so when Larry might say flight to Quality which is good it's true we would say flight to safety because there's no counterparty risk in Bitcoin in terms of the ETF that is launching that that invest in equities related to bitcoin what do you think will be the better performer over let's say 5 years an ETF that invests in the equity related to bitcoin or Bitcoin itself uh we believe Bitcoin will be the better performer longer term but this is a diversified exposure through equities there are companies you know we're trying to find the company that is is going to produce the digital wallet that will be a very important position is it coinbase is it square with cash app is it Robin Hood in Latin America is it marado the Libre or new bank but we do think that each of them has a very good opportunity in the digital wallet space basically if you think about we chat pay that kind of digital wallet where all Financial Services take place there's peer-to-peer interaction there's Commerce over it we believe that you know the rails in the United States have been good enough but we chap pay showed the way and I think we have but is that a one player winner meaning you know and by the way Elon Musk would like to be that winner with X if could absolutely absolutely and I think he's got big plans Absol he started in the fintech space and of course sold out to PayPal so the reason we have focused as much on ether ethereum as we have is we think you know that is the Smart contract Network that is the decentralized finance Network so Bitcoin and ether anything beyond that well you know there are infrastructure players uh salana uh is doing a really good job I mean if you look at ether was faster and cheaper than uh Bitcoin in the day that's that's how we got ether Solana is even faster and cost effective than uh ether so you know there are infrastructure plays we do believe web 3 digital assets that's a big idea actually digital assets with property rights first time ever online that we're seeing property you see something more perfect than I think most people understand that Bitcoin is the money Revolution this is the first Global a lot of people don't understand that because they haven't read anything about it right private so no government oversight digital very important rules-based monetary system in history and art laugher my professor mentor and friend we we did our first paper on and took our first position in Bitcoin in 2015 when he understood what this was he said I've been waiting for this since they closed the go window in 197 cathywood provides valuable insights into the future trajectory of Bitcoin ethereum and other digital assets her unique perspective offers a nuanced understanding of the constantly evolving landscape of cryptocurrencies as Arc invest introduces a series of cryptocurrency focused exchang traded funds investors gain access to New Opportunities allowing them to engage with these digital assets through more traditional investment channels Cathy Wood's expertise in Innovation and her knack for predicting future Trends make her a notable Authority in the field with her significant vote of confidence in the potential of Bitcoin and ethereum she paints an optimistic picture of the future for cryptocurrency investors the rollout of Arc invest crypto focused ETFs not only reflects the growing mainstream acceptance of digital assets but also opens up avenues for a broader investor base to participate in the crypto Market as Kathy continues to shape the discourse around the future of digital currencies the outlook for crypto investors appears undeniably bright
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