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비트코인이 약 7만 1천 달러에서 상승 돌파 중이며 향후 2~3주 내 신고가 가능성을 주장. 달러인덱스(DXY) 하락은 위험자산에 우호적이며, S&P500·나스닥이 신고가 경신 중이라 거시 강세장으로 봄. 금리 인하는 장기적으로 호재지만 단기적으로는 하락 요인일 수 있고 선거 전 인하는 없을 것으로 봄. SEC 게리 겐슬러의 코인 규제 발언(CNBC 출연)을 비판하며 정치적 압박이 커지고 있다고 주장. 이더리움 현물 ETF 승인 지연 가능성과 코인베이스 등의 친암호화폐 여론 움직임을 소개.
다듬은 글
hey everybody welcome into the thinking crypto podcast your home for cryptocurrency news and interviews on your way in please hit that subscribe Button as well as a thumbs up button and leave a comment below if you're listening on a podcast platform such as Spotify or apple or wherever you get your podcast please leave a festar rating and review folks I have to talk about Bitcoin and what the price is currently doing Bitcoin is hovering around $71,000 and on the daily chart looks like it's Breaking Upwards here where we may be heading to the next all-time high now it's a process it's not going to happen overnight and I believe this process could play out over the next two to three weeks maybe we see a slight move up this week but the major lifts come later in the month so just be prepared uh keep an eye on the charts here and the dxy continues to break downwards which is great for risk assets like Bitcoin altcoin and the stock market now speaking of the stock market we are seeing new all-time highs being made for the S&P 500 the NASDAQ and so forth so things are in motion here and as I've been saying we are in a macro bull market crypto stocks real estate and other assets and it's all tied to Global liquidity the markets know the FED will eventually start cutting rates and they will be back to money printing quantitative easing and markets what we may see happen because when they do cut rates markets do tank but that could be the buy the rumor sell the news right uh longterm the rate cuts are good because it means cheaper capital and more money being put into the markets however in the short term that could be bearish because once they start cutting sometimes things are breaking and so forth and then they fire up the money printer we've seen this story time and time again so you may say well why is the markets rallying you know the rate Cuts aren't happening and I don't believe any rate cuts are happening before before the election I believe it's coming after so uh inflation is still high so we want to look at things holistically what's happening on the charts what's happening with the macro the fundamentals and so forth but uh the tldr is higher prices are coming be prepared have your plan now let's talk about some news here because we had SEC chair Gary genser or as I would like to call him scumbag regulator Gary genser went on CNBC squawkbox this morning and he was on a panel with Jim Kramer and boy were there's some crazy things being said and of course some major takeaways let me play the clip for you and then we'll talk about the takeaways okay now uh polka dot cordana Cosmos immutable Ronin Bonk osmosis Sushi swap my neighbor Alice have all traded Millions I'm talking about millions of dollars this very morning now do we should we have a sushi swap with maybe an ETF or the proprietary kind just said I would think that Bon is a natural and osmosis these are trading Milli Gary these are millions of dollars these things are traded shouldn't we have it shouldn't we have some sort of product let me let me say something more broadly about the crypto markets right now without prejudging anyone these tokens whether they're the ones gy listed or other tokens have not given you the disclosures that you not only need to make your investment decisions but also that are required by the law it's a basic concept in our Securities Market we the SEC tomorrow are turning 90 happy birthday SEC 90 and what president Roosevelt did is he created this commission to oversee that you the investors get disclosure and in the crypto markets they aren't giving you that disclosure and secondly that exchanges like like here this floor of the New York Stock Exchange get properly regulated to protect against fraud manipulation and they don't trade against you and these crypto exchanges Jim are doing things we would never allow this New York Stock Exchange to do our laws don't allow you to trade against your customers and so you've seen the bankruptcies in this space and there are there are some of the most leading lights in this field are either in jail about to go to jail or waiting extradition okay it's a suboptical situation for them but I'm looking at the a optimal situation for investors you're investing in a field right now that you're not getting the proper disclosure there's Securities for people actually I know I mean their names and there's nothing you know that to that's funny yeah I mean some people even in this room have their names theat to a coin for no reason makes no sense I'm sorry you guys have coins no I we don't there's a Cramer coin there should be but there isn't there is a CR Co I hope it's I hope it's properly registered well I wasn't going to bring it up cuz a pump and dump like wow cramar coin I was not going to bring it up but there you goer wait can I in that we have a little only a little bit of time the FCC versus Ripple Labs R Dave what do you want to ask there you go I got the floor thanks so Jim Kramer I feel Jim Kramer is drunk on TV most of the times the way this guy acts and the things he says right um but he's clearly trying to kiss Gary's ass right and here Alexander grieve uh government Affairs at Paradigm shared some of his takeaways um which were Gary pivoted from all tokens are security to tokens lack proper disclosure said he did not come out with his normal talking points to say these things are all Securities this industry is R foot fraud and so forth it was less of that and just the proper disclosures are not in place um so what's happening here well Gary's taking a lot of losses the Democrats have turned on him and Elizabeth Warren both in the house and the Senate he's taking big losses with the S one 121 repeal even though Biden vetoed that the Democrats and Republicans are on the same page that they wanted that kicked out in addition he was forced to approve the ethereum spot ETF because of the political pressure that was mounting and then you have uh Donald Trump coming out and saying things like uh I support crypto I'm the proc crypto candidate so it puts crypto in the spotlight and it makes Gary genso look like a fool uh because Trump did call out Elizabeth horn Gary and Biden saying they all don't know what they're talking about right I won't let Elizabeth Warren take away your right to self- custody and so forth he said all those things which were incredible of course now some other takeaways is that Kramer asked him about other token ETFs and genser dodged as usual and then he started talking about oh there's a lot of crypto bankruptcies and uh you know all these things are happening and and and some of the guests were like okay but those are that's those people there's Bad actors in every industry right JP Morgan and all the banks get fined every year millions of dollars were doing illegal activities and they are regulated institutions so uh Gary's trying to paint the industry as bad and all these things are bad but then Kramer um was like as you guys heard was like what about a bonk ETF right so Bon is one of the meme coins that Kramer is just going nuts and then the other thing was uh uh Gary said oh Wall Street doesn't trade against you oh really Gary and that's a flat out lie I think we know Wall Street many of those folks manipulate retail investors and Jim Cran is part of the crowd right we've often talked about Jim Kramer is setting up many of the masses for be becoming exit liquidity for the Wall Street firm so Gary of course lying there but uh it's just craziness with Jim Kramer and Gary here and it just shows the club of the good old boys uh trafy incumbents and they're getting disrupted by crypto they don't know what to do with themselves now Elanor Tera Fox Business uh highlighted that genser also talked about the ethereum spot ETF saying the next steps in the ETF approvals will take some time that's what Gary said possibly indicating a potential slow walk of the S1 approval process so I don't know if Gary's just you know trying to say I'm going to take my time nobody's rushing me so he's trying to put that narrative out there but he's getting pressure for sure and last Friday uh the SEC gave that deadline for folks to submit their updated S1 so we could see The Ether ETF within the next month maybe this month um but we'll have to wait and see I think it depends on the on the political pressure but uh look it could take months I I just don't know all the details but I know one thing's for sure the political pressure is mounting and I'll be interviewing Nate gachi a president of the ETF store tomorrow to talk about all these things so uh it's it's interesting times now after the interview Jim Kramer said it's time to clean up the Rogue crypto coins they make a mockery of the process as you all know inverse Kramer the this is bullish anytime he's saying negative things about anything that's bullish when he's positive you got to be careful right folks we know how this story goes um and heads up tomorrow I'll be publishing my interview with the co-founder of deadbox and folks uh we know the SEC acted unlawful in that case lying to the courts getting sanctioned and of course the the case got thrown out and the secc has to pay debt box legal fees and it's certainly a David versus Goliath type story and uh I spoke to the founder and and it it's a long interview but it's a good one because you get insights from his perspective as an entrepreneur and a builder and what the SEC was doing so I'll publish that tomorrow be sure you have notifications turned on so you can check that out uh folks quick word from our sponsor and that is vchain which is one of the top layer one Enterprise blockchains out there vchain works with many big Brands around the globe they are getting incredible adoption folks uh some of the brands they work with include PWC gon C BMW Walmart China and much more Boston Consulting Group they're building incredible web three and 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org now on the note of political pressure that's mounting on genser and Biden and Elizabeth Warren uh Brian Armstrong CEO of coinbase tweeted out today that stand with crypto is about to cross 1 million advocates in the next few hours and it did actually cross 1 million and he added that I don't think most people have realized how big the crypto voter block is so this coming this election it may not be the number one issue for many folks but uh some it will but it could be the number two number three and that's enough to sway some voters who are like you know what if Biden's going to listen to Elizabeth Warren and Gary genser he's going to lose my vote because at the end of the day it's not so much crypto per se it is you are taking away people's ability to invest and to feel secure in their Investments and make a return and generate wealth so if you're doing that right and it goes back to the basics of everyone is trying to better themselves to make more money to get more Financial Freedom and if you're putting up roadblocks because of of political reasons or whatever else nonsense because you're trying to protect incumbents uh you're going to lose so uh the crypto vote may not be 50% 20% maybe it's just 5% of right but that's enough to sway uh an election and I think Trump recognizes that and once again I'm not trying to support Trump and whatever it is I'm just being neutral here trying to share the facts with you because I know politics gets people really upset there's people who hate Trump there's people who love Trump I'm just stating the facts here it could be somebody else not not Trump specifically but rather the position the party the political candidate um who is supporting this you know can can grab those vot so uh that's what's happening folks and elmar turret um you know she spoke to Brian Armstrong uh and he had the following to say the crypto constituency uh will be a major force in the US elections and if politicians especially in Battleground States want to get elected they'll need to listen there's a lot of capital being raised for proc crypto candidates so those who are anti- crypto are going to feel it uh Paul Grewal also weighed in he said 1 million people who want sensible rules 1 million people who vote 1 million people who could very well determine our next president and Congress does it make any sense at all to ignore them now coinbase released a new smart wallet for Bas so Bas is their Layer Two on top of ethereum where you can build all types of tokens and do a lot of stuff it's getting a lot of adoption folks what's cool about this wallet though there are no backup seed phrases it makes it easy for people to set this up and this is what we've been talking about for a long time so they said here say goodbye to seed phrases uh they were too long say hello to pass Keys simplified transactions and gas fees and so forth so technology like this is what's going to help bring in the next billion people you make it easy while still maintaining the self- custody aspect to a certain degree so uh know not everyone is going to be able to do the seed fras stuff right you and I as early adopters you know are doing it you know I've personally do and I have to back up my seed phrases and so forth It's not ideal but I I I I love the idea of sell custody and be your own bank but I know there's other people in older than me in different walks of life who are just going to be scared by this so we need to create easy on-ramps for them less friction less confusion less tedious processes and so forth and make it simple one click and and it can easily get started with crypto so um this is great folks I still have to test this out so I can give a full review but I'm going to check it out and see um you know all the details here but this is this is really good now folks don't forget to Gra gra a copy of my book rethinking crypto on Amazon it's available in digital as well as paperback grab a copy to support the podcast for those of you who have bought a copy already please leave a rating and review and grab a couple copies for your friends and family who want to learn about crypto it talks about crypto's past present and future gives the whole story FTX to Black Rock to ETF races to tokenization why SEC and Gary genser have been coming after the industry and much more I tried to give the holistic view of crypto and it includes some tips for investing in crypto so uh please grab a copy to support the podcast thank you guys for watching and listening and I'll talk to you all later
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