저자: 캐시우드 · 외국인
요약 보기
캐시 우드는 비트코인 목표가 50만 달러를 재확인하며 현재 가격 하락을 저가 매수 기회로 본다. 핵심 주장 1: 기관 자금 유입. 기관이 자산의 약 10%를 비트코인·암호화폐에 배분하면 50만 달러 도달이 가능하다고 주장. 현재는 테슬라, 스퀘어, 마이크로스트레티지 등 일부 기업만 투자 중이다. 비트코인·이더리움 ETF 승인이 기관 자금 유입의 계기가 될 것으로 봤다. 핵심 주장 2: 시가총액 비교. 비트코인 시가총액은 약 6,000억 달러로 애플·아마존의 절반 이하인데, 블록체인 기술은 디지털 지갑·탈중앙화 금융·스마트 계약 등 훨씬 큰 시장을 바꿀 수 있다고 봤다. 디지털 지갑 시장은 약 4.6조 달러 규모로 전망했다. 핵심 주장 3: 결제 확산. 비트코인과 이더리움으로 상점에서 쉽게 결제할 수 있게 되면 자본 유입이 크게 늘어난다고 봤다. 언급 종목 및 방향: 비트코인(BTC) 상승 전망(장기, 목표가 50만 달러). 그레이스케일 비트코인 트러스트(GBTC) 보유 및 추가 매수, 코인베이스 추가 매수 언급. ARK 펀드 전체에서 암호화폐 관련 투자 약 20억 달러 보유. 단기 가격 흐름: 비트코인은 3만~4만 달러 박스권에서 움직이고 있다고 언급. 중국의 채굴·거래 금지와 일론 머스크 발언 등 공포 요인은 있으나 장기 전망은 유지. 리스크: 중국 규제, 변동성, 바닥 판단의 어려움. 영상은 우드 발언과 기존 보유 정황을 전달하는 내용이며 투자 권유 성격은 약하다. 출연자 전망: 진행자 마이클 우브렐은 캐시 우드의 장기 강세 견해에 동의하며 개인적으로도 매수 중이라고 밝혔다.
다듬은 글
kathy wood and arkan vest just doubled down on their bitcoin and crypto strategy kathy wood has a price target of 500 000 for bitcoin so it's pretty important to see what she has to say especially with her given track record with tesla and many other companies so in today's video we're going to go over first arc invest price prediction we're going to go over three reasons why they're predicting bitcoin will reach this price and something that just came out within the last 48 hours where they doubled down on their crypto strategy they made some massive investments now they have close to two billion dollars invested in different crypto related products so if you enjoyed today's video please be sure to like the video down below subscribe and if you don't already have the public.com investing app make sure to go ahead and follow me on that you can buy stocks sell stocks and see exactly what i'm buying and selling in real time as well as a full portfolio breakdown think of it like an investing app combined with social media it is completely free to follow me use the code michael when you sign up and you'll get up to 50 dollars in a free stock but anyways kathy wood and arc invest continue to reiterate their massive 500 000 price target we've talked about this 500 000 price target for a while for bitcoin back i believe in october of 2020 was the first time she came out and spoke about it the first time we did a video on this but recently she came out and reiterated this price target and said just the other day that right now bitcoin is massively on sale now that after the drop she said people are getting emotional so it's difficult to call a bottom with the recent crash on the recent volatility we are seeing right now we are seeing bitcoin's price fluctuate between that 30 and 40 000 per coin range we are seeing with bitcoin if you look at it over the last three months ever since we had that drop from about 60 000 down to 30 000 we have been fluctuating between 30 and 40 000 per coin but that being said right now with regards to bitcoin she came out and said three specific reasons why she is still very very bullish on bitcoin on crypto despite what elon musk said despite with all the scary you know the big fear in the market from china banning bitcoin mining china banning crypto transactions and any crypto related activities she came up with three reasons to why she's still very very bullish on bitcoin and why she still believes they can reach 500 000 per coin so the first thing is that kathy woods said that she believes bitcoin can reach that 500 000 per coin range as soon as institutions start to put about 10 of their balance sheet into bitcoin and into crypto because right now we are unless we are at such a small percentage in terms of how much institutions are putting into bitcoin and into the crypto world for example the only companies that have money in crypto are really tesla square micro strategy and some of the most innovative firms but we don't see companies like procter and gamble we don't see companies like um we don't see companies like johnson and johnson we don't see companies like coca-cola allocate any portion of their balance sheet any portion of their investments into crypto so this is surprising we haven't even seen facebook put money into bitcoin yet as well so once we start to see these bitcoin and ethereum etfs approved i think that's gonna be when we start to see major institutional capital come into bitcoin and that's where when we're gonna start to see this very small percentage of institutions investing in crypto go from you know less than one percent up to ten percent down the road her second reason is with what is going on with the market cap of bitcoin right now bitcoin has a market cap of right around 600 billion dollars but that being said she said look at the idea of bitcoin look at the technology look at what it's trying to accomplish and compare that to what amazon and apple are trying to accomplish right now with a 600 billion dollar market cap um bitcoin is less than half the market cap of apple less than half the market cap of amazon and when you look at the idea of apple which sells phones has you know a suite of products a lot of technology but when you look at the idea of apple and you look at the idea of bitcoin or when you look at the idea of amazon selling products online and you look at the idea of bitcoin bitcoin has so many more use cases she said it is such a bigger idea a much bigger idea than apple or amazon because it is first of all not only is bitcoin a entirely new investment like asset class but also the technology the blockchain technology can reinvent the entire financial world from decentralized finance applications to smart contracts to digital wallets and many more and the third thing that she did say as to a reason why she believes bitcoin will continue to reach its 500 000 price target like she has said is because of what is going on with um specifically she spoke about this in her big ideas for 2021 and in this report she explains how right now you can see number four five and number six all have to do with digital currency bitcoin crypto and all of that in general you can see number four is digital wallets number five is bitcoin fundamentals and number six is bitcoin preparing for institutions so we start to scroll down and we look at this report where she talks about digital wallets digital wallets alone is projected by kathy wood and what they're projecting with arkhamvest is predicted to be a 4.6 trillion dollar opportunity we're already seeing apple start to enter this market with the digital wallet on the iphone but once we start to see like venmo cash app and all of these start to incorporate crypto and we start to see all of these crypto world in general is going to get much much bigger because people are going to have easy easy access to spend bitcoin to spend um ethereum at different locations right now it is not so easy to spend crypto at different stores not all stores accept it but once we start to see this trend change it will have a massive massive um increase in capital coming to bitcoin and ethereum so those are the three reasons why and lastly let's go over exactly her current strategy and a couple of big announcements that came out recently so first of all let's talk about what is going on with kathy wood buying more of different crypto investments on may 20th when we saw the entire market crash she bought more coinbase plunged about a couple hundred million dollars into coinbase that was on may 20th when the market crashed again just the other day on june 23rd kathy would bought one million shares of grayscale bitcoin trust and she also bought about 50 million dollars worth of coinbase again when we're looking at her entire positions if we look right here we can see that kathy wood and arc invest currently own if we search up grayscale bitcoin trust gbtc we can see that happy wood and arc invest currently own 238 million dollars directly of gbtc which is you know basically follows the price of bitcoin it doesn't own underlying coins it doesn't own the underlying bitcoin because it's not an etf but it does follow the price of bitcoin that is the way they can get exposure to it due to regulations and so forth in addition to this they also own right now of coinbase over one billion dollars when look at coinbase they own 820 million dollars of coinbase in arkk which is their flagship fund 200 million dollars in arkw 100 million dollars in arkf and you look all across the board we can see that they own a significant amount of money in crypto related investments just about two billion dollars when you start to take into account bitcoin um grayscale bitcoin trust um and all the other crypto related products they can have exposure to right now because of these regulations but that being said right now kathy wood and arkhanvest have the three reasons why they're buying bitcoin and a theory bitcoin and they believe in crypto the one is because institutions are going to allocate a larger portion of their balance sheet just it's a matter of time the second is with um with the market cap of bitcoin with relation to the market of amazon or apple and how much bigger of an idea bitcoin is yet it has a smaller market cap and the third is with what is going on with digital wallets people actually being able to spend it at locations once we start to see more and more businesses except crypto so those are the three reasons why every time we see a dip we see kathy wood and arc invest continue to pour more money into it i'm buying it i'm very bullish on it but for all of these reasons kathy wood and arkhanvest are doubling down on bitcoin and crypto investments and they think it is a great time to get in now especially on these massive red days when we see the market have a bit of a correction we see a bit of fear come out of china it is a great time to get in because crypto the technology behind crypto is not going away anytime soon so it's just you know another opportunity to take advantage of but i hope you guys enjoyed today's video if you did please be sure to like the video down below subscribe and i'll see you guys in the next episode
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