저자: AltcoinDaily진행자 · 외국인
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결론: 영상은 블랙록의 암호화폐 관심을 근거로 여러 알트코인 상승을 주장하나, 실제 인용 발언 상당수는 '관심은 있으나 투자 계획은 확인 안 됨' 수준이다. 블랙록·기관 관심: 진행자는 블랙록이 암호화폐에 'all in' 한다고 주장하나, 본문에서 Fink 측 인용은 고객 문의와 블록체인 기술 검토 수준이며, 고객이 암호화폐 노출을 원한다는 답변도 '현재 없음'이다. 비트코인: Kathy Wood 인용으로 강세 시나리오 150만 달러, 기본 시나리오 62.5만 달러를 제시. 2023년 3월 지역은행 위기 때 19,000→30,000달러 상승을 안전자산 수요로 해석하며 상승 근거로 제시. 카르다노(ADA): 진행자는 'sleeping giant'로 강하게 긍정. 창립자 Charles Hoskinson의 반박(개발 활동 부족 주장은 거짓, 1,200개 프로젝트, NFT 2위 등)을 인용하며 재평가 가능성을 암시. 구체 가격 목표는 없음. 폴리곤(MATIC→POL): 1:1 토큰 교체 제안, 총공급 100억 개, 검증자·커뮤니티 금고에 연 2% 추가 발행. 기관 투자 가능성 개선을 주장하나 가격 방향 명시는 약함. XRP: SEC 소송 승소로 법적 명확성 확보. 시장점유율은 비트코인·이더리움이 여전히 대부분이며 XRP는 거래량 3위권이라는 설명. 'number one'은 확실치 않다고 답변. 솔라나: 별도 팀의 클라이언트 재작성으로 안정성 개선 기대. 가격 전망 언급 없음. ICP: 진행자가 '와일드카드'로 지목, 웹3 비전 설명 위주. 가격 방향 발언 없음. 전체 리스크: 기관 관심 근거가 과장되어 있고, 대부분 장기 서사 중심이며 1~3개월 가격 예측은 명확하지 않다.
다듬은 글
more and more our Global Investors are asking us about crypto black rock is going all in on crypto this is literally the largest asset manager in the world going all in on crypto it has a differentiating value versus other asset classes not Dogecoin not decentraland not Monero but certain crypto coins that fit into their investment thesis we believe there's great opportunities and that's why we're seeing more and more interest listen very carefully to Larry Fink's crypto investment thesis pay very close attention to his reasoning here and then we'll talk about five or six altcoins that can fit into this and as I said I do believe a lot of crypto is an international asset it has a differentiating value versus other asset classes but more importantly because it's so International it's going to transcend any one currency and currency evaluation if you just look at the value of of our dollar how a depre last to 2 months and how much it appreciated over the last 5 years I mean a international crypto product can really transcend that and that's why we believe there's great opportunities and that's why we're seeing more and more interest and that interest is broad-based worldwide we knew this would happen I told you this would happen we were telling you about the merits of crypto long before Larry started investing in it chilling in it in fact when Larry was actively f it is it true that you're building out a cryptocurrency capability uh no I mean we're looking at it we're looking at blockchain Technologies and we're looking at all the cryto blockchain is in crypto blockchain is just the underlying technology 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're looking to to uh uh to buy a cryptocurrency at this time but right now I can tell you it worldwide I have not heard from one client who said I need to be in this if you want to make money in crypto subscribe to our channel for daily videos turn on notifications so you can be among the first to comment when a new daily video drops so which crypto coins are worth investing in many coins did well in the past but let's look towards the future comment which Al coins you like down below and why you like them I'll be Reading and Responding I think black rock is investing in at least three four five out of these six coins Bitcoin is going to 1.5 million or at the very least 625,000 at least according to CEO of Ark invest Kathy Wood listen to her updated Bitcoin investment thesis you know black rock is thinking the exact same thing so our bull C is I think it's 1.5 million the base case is 6 I think it's 625,000 something like that now one reason we've actually internally our confidence has increase towards the bull case is because of what happened during the Regional Bank crisis in March what happened so as Regional banks are going bankrupt and and the stocks are imploding across the board for the k Bitcoin rallied from 19,000 to 30,000 why did that happen that was a flight to safety that is the insurance policy that we are talking about that we believe everyone will want at the end of the day insurance policy against two things confiscation of wealth either directly or by inflation or in the deflation world what is it a hedge against it's a hedge against counterparty risk we won't have an o 809 with Bitcoin everything is decentralized and transparent no obfuscation cardano a sleeping giant in the space our audience knows this I was shocked when I heard this clip they're actively trying to sweep cardano under the rug they want cardano to pay to play cardano continues to build and Charles hoskinson the founder of cardano just called this guy a boldfaced liar and set the record straight CLE says that they're not doing or not planning anything for cardano because there are no developers on cardano or not no developers but there's not a lot of developers how come we have an industry your source is a bullace liar your source is a bullace liar the reason why they're not deploying is that the foundation won't pay them the eight figure amount that they want to deploy it has absolutely nothing to do with the amount of developer adoption it has everything to do with pay to play so that's just it's just wrong I know because I've been Direct party to these things that's how these business models work and that's the problem with this industry is people lie there's 1,200 projects building on cardano 100 of which have already launched we I think number five or six for all overall blockchain developers we've absorbed the entire functional programming space and there's a huge amount of people doing things and Building Things so it's just a bullace lie to say there's no development activity we're number two for nfds that alone should justify a staple coin because transaction volume they can get a it's difficult to deploy on extended utx and give all the things that they want to do like freezing and reversibility so it requires extra development effort and time to reason through and be the foundation didn't want to do pay to play they will be forced to recognize cardano one day I think cardano has never failed that's a pretty remarkable thing when millions of people tried to break it and it lived through pandemics staff changes markets up markets down and everything in between we're resilient and that's because of the Integrity of the process we won't lose that we're just going to make the process better every day and eventually conquer the world so thank you all for listening it's a pleasure to be here it's good to be back and we got some work to do we're going for number one polygon is going through major changes changes so big I think the Press around these changes alone will send this token not to mention the fact that these changes are actually making polygon better this upgrade is actually going to make polygon more likely to be invested in by black rock or institutions like it polygon is getting a new token madic will be no more you will eventually be able to swap your madic tokens to their new token one to one ethereum educator Anthony Sano explains this they have unveiled the new polygon token or the pole token that will be replacing madic essentially this is a token swap one for one so if you have One mic you can swap it for one poll this is not live yet this is just a proposal right now but essentially there are a few key changes to the Token here so as I said it's still 1:1 it starts off with a 10 billion total Supply which is the current total Supply and there is going to be a 1% inflation rate to validators in perpetuity and there's going to be a 1% inflation rate to a community treasury that poll token holders will have a governance over so total 2% additional issuance every year xrp is Bankers coin xrp unlike much of crypto is actively trying to work within the traditional framework xrp just won a landmark case against the SEC finally giving it legal Clarity you don't think Larry Fin and black rock are thinking about xrp just like this I'll get you to get your crystal ball out for me if if you don't mind Ripple intends to use xrp for crossborder settlements How likely is it that xrp becomes the number one cryptocurrency now that it does have a bit more legal Clarity in the US compared to others yeah well I don't know necessar if it's going to be the number one but suddenly looking at the breakdown I me right now as it stands the big two are Bitcoin and ethereum I think ethereum has about 20% of the market and ether and Bitcoin and any good day is probably between 45 to 50% of the market so they are two behemoths still that need you know it's going be a long way to go but XP generally comes in around number three in terms of trading volume in around one of the better known stable coins so I we're still in the Foothills when it comes to use cases and and kind of the development around the use cases of each of these different tokens but as somebody who used to work in banking you know I can appreciate the um issues around interbank transfers overnight Bank transfers you know FX transfers the delays that are kind of baked into those systems but using something like an xrp token or others certainly gives you a lot around speed and a lot around transparency which I think is is the primary um use case that Ripple um have put forward with xrp and and full disclosure we're one of their one of the Ripple Partners here for their on demand liquidity program here in Australia so I do have a horse in the race for for transparency purposes but yes no I do think that it's it just really illustrates um the benefits of blockchain technology and uh the speed the transparency low cost there's a nor lot there to that's worth exploring um both for traditional finance and and for potentially crypto investors salana salana continues to build and upgrade salana is a ethereum for Venture capitalists here the founder of salana talks about an upgrade that will make salana blockchain much more reliable I don't know if folks have heard but we have actually a separate team from the groundup rewriting the salana protocol in a separate language so when there's a memory leak or something like that that brought down the network the probability of it being in both clients is virtually zero so having two separate clients in the network will like basically give us the same reliability as you see in ethereum today finally my wife Wild Card pick is ICP I'm going to tell you why ICP is my Wild Card pick in a future video so make sure you subscribe and turn notifications on so you can be the first to comment when a new video drops here the ICP founder talks about crypto at large and this is exactly how they're building ICP I think web 3 is going to be a very profound and transformative new phase of the internet that will fundamentally change the nature of online services and the nature of users relationships with those Services what is web 3 I know nothing about it explain it to me it's fair to say that the meaning of web 3 is evolving in real time can I have to describe web 3 from my own perspective I think web 3 is something much more profound than just nfts web 3 is about Reinventing the internet ecosystem so that online services run completely from blockchains in new forms in which users ultimately become part owners of the services they use and of the team where these Services become tokenized naturally and take new forms where for example social media will blend with defi to become social F Gamers will blend with defi to become gamey these will blend in turn with the metaverse and so on
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