저자: TheNaughtyInvestor · 외국인
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결론: 비트코인은 생산성 없는 투기 자산이라는 빌 게이츠·워런 버핏 비판에 동의하지 않으며, 효율·보안 가치로 장기 성장을 낙관한다. 게이츠·버핏 발언 소개: 빌 게이츠는 CNBC에서 비트코인 등 암호화폐를 순수 '더 큰 바보 이론(greater fool)' 투자라며, 쉬운 방법이 있다면 공매도하겠다고 말했다. 워런 버핏도 소득을 creat하지 않아 생산성 없는 자산이라고 비판했다. 진행자 반론: 금·은도 소득을 내지 않지만 비싸게 거래되므로 소득 부재가 가치 부재를 뜻하지 않는다고 주장한다. 비트코인은 효율성·보안성·탈중앙화를 제공해 가치를 가진다고 본다. 가치 평가 관점: 부동산·주식은 임대료·배당 등 소득으로, 기술은 효율 개선으로 가치를 만든다고 구분한다. 비트코인은 후자에 해당한다는 논리다. 게이츠의 과거 예측 실패 언급: 게이츠는 90년대 인터넷이 소비자 행동을 근본적으로 바꾸지 못할 것이라 봤으나 틀렸으므로, 발언을 가려서 들어야 한다고 말한다. 암호화폐 분산투자 조언: 프라이버시 코인, 거래용 코인, 프로토콜 코인, 스마트 계약 플랫폼 등 용도별로 나눠 여러 종류를 보유하고 좋은 ICO에 소액 투자하라고 권한다. 공매도 가능성: 게이츠가 공매도가 불가능하다고 본 것은 착오이며, 2017년 12월 무렵부터 비트코인 선물을 통한 공매도가 가능해졌다고 지적한다. 향후 전망: 대중 채택이 늘어나야 게이츠·버핏도 암호화폐의 혁명성을 이해하게 될 것이라 전망한다. 구체적 가격 목표, 기간, 수치 예측은 제시되지 않았다.
다듬은 글
Bitcoin and iOS I agree completely uh it's one of the crazier speculative things where it's not as a as a an asset class you're not producing anything uh and so you shouldn't expect it to go up it's it's kind of a pure greater fool Theory type uh investment um so you know I I I agree I would I would short it if there was an easy way to do it what they interesting B Gates said I would short Bitcoin if I could Bitcoin and other cryptocurrencies are kind of a pure greater fool Theory type of investment Microsoft co-founder Bill Gates said on cnbc's squawkbox I agree I would short it if there was an easy way to do it he said Gates added someone once gave him some Bitcoin for his birthday but he sold it a few years after so look I have some respect for Bill Gates I have some respect for Warren Buffett they are good investors of course Bill Gates is not just investor he's a businessman same for Warren Buffett but they are you know investors and I think they're the Old Guard I don't I I think they don't realize how revolutionary cryptocurrencies is and I don't think they're going to fundamentally um understand that until we have more mass adoption now what Warren Buffett said is he said that because Bitcoin doesn't produce any sort of income that he taken away from it he said it's unproductive asset now it is true that Bitcoin doesn't produce anything like a company that is true um neither does gold neither does silver but people still own those but here's the reality even though Bitcoin doesn't produce anything like income it does produce something it produces efficiency it produces security it adds value so when it comes to buying something investing in something there's a couple different ways to look at it one is does it produce income right you put you buy $100,000 home you rent it out and it produces you 1,000 bucks of income per month after 100 months you have made your money back right assuming it's all profit in long term you'll probably make money in that home same thing for a stock you put you buy a stock it pays a dividend and it appreciates in value and you make money on it it's kind of the the uh deferral of gratification however that's only one way that things are worth something the other way is it adds value to something right it adds efficiency to something that's where cryptocurrencies and Bitcoin come into play they are a technology that fundamentally changes the way we interact we exchange data and we exchange information with each other or we exchange value with each other okay and look these guys as smart as they are they're not right about everything right Bill Gates commented um in the 90s that that computers and the internet are not going to fundamentally change the way consumers use it and he was dead wrong about that so you definitely take what they say with a grain of salt I respect them I I have you know I think they're great investors but they're wrong on cryptocurrency because cryptocurrency's value is what it does and that's it increases efficiency increases security it decentralizes things um it does a lot of other things too but again I don't want to get into well this cryptocurrency does this this one does that there's a lot of different cryptocurrencies that all have specific Niche applications which is why I always preach diversification owning multiple kinds of cryptocurrencies you know own a privacy coin own a transactional coin own a protocol own something you know that you do smart contracts on own a couple things invest a few icos that are good icos so um even though again I respect them I don't agree with them just because you're not producing something literally like an income doesn't mean it doesn't have value the value comes from the fact that it will be used and it will increase the livelihood of those who use it and those who adapt it um gold doesn't produce anything but gold still pretty damn expensive so definitely don't agree with them there what do you think about Bill Gates saying he would short Bitcoin another thing I forgot to mention is you could short Bitcoin you could so he's wrong about that I mean I would short Bitcoin if I could you could I mean that's been around for I think December we the um you could you started being able to short Bitcoin so maybe he's just not in the loop he is getting a little bit older there he's a smart guy I'm sure he has a lot on his plate but I think he needs to look a little bit deeper into cryptocurrency uh thank you guys so much for watching I hope you have a really great day hope you enjoyed the video and I'll see you in the next one peace out
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