저자: CathieWood · 외국인
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Cathie Wood는 AI·블록체인 융합이 비트코인 가격을 크게 끌어올릴 것이라 주장하며, 비트코인이 6년 내 100만 달러에 도달할 수 있다고 언급. 디스럽티브 혁신 플랫폼(블록체인·AI·로보틱스·에너지저장·유전자 시퀀싱)이 2024년 13조 달러에서 2030년 200조 달러 이상으로 성장할 것으로 추정. 비트코인 현물 ETF 출시를 계기로 기관 포트폴리오 편입이 늘고 있다고 설명. 라이트닝 네트워크 기반 AI 에이전트 간 결제 가능성을 강조. 테슬라를 자동차 회사가 아닌 로보틱스·AI·에너지 융합 기업으로 평가.
다듬은 글
what's going on in AI is amazing every time I am with the developers or the miners or some part of the Bitcoin ecosystem my confidence in what is about to happen here increases we think we understand the gig economy think micro gig economy and think Global labor force and peace mealing out uh these tasks how does this happen how do we pay all of the all of the various uh entities involved lightning Network Bitcoin payments ecosystem earlier this month lightning Labs the developer of the Bitcoin lightning Network scaling solution announced the release of a set of tools enabling developers to create artificial intelligence chatbots capable of sending and receiving Bitcoin chatbots have gained significant attention since the successful and viral launch of open ai's chat GPT in 2022 chat GPT and similar chatbots utilize AI large language models to understand natural language and generate human-like responses contributing to their immense popularity as with all technological innovations the artificial intelligence landscape is poised for further expansion and Improvement agentic AI a new paradigm in the field promises to transform autonomous systems from passive models into entities that can perceive analyze actively engage and execute tasks without human intervention agentic AI aims to make artificial intelligence truly autonomous capable of navigating complex environments and undertaking tasks independently with lightning Labs new tools chatbot developers will be able to integrate Bitcoin payments directly into their AI applications potentially establishing the leading cryptocurrency as the primary currency of the ongoing AI Revolution at the Bitcoin 2024 conference in Nashville Arkansas invest founder Co and CIO Cathy would discuss the immense capabilities of these new AI models and the convergence between artificial intelligence and blockchain Technology Cathy's firm has been exploring the convergence of five disruptive innovation platforms for several years her strong belief in the potential of these platforms led her to leave her job at Alliance Bernstein and start Arc invest during her fireside chat with Alise Ken at the conference Cathy explained that the disruptive force of these platforms blockchain AI robotics energy storage and Gene sequencing will be more explosive and rapid than she had previously imagined at the center of this revolution lies biton and the tools from lightning labs to facilitate payments Kathy predicts that this convergence will drive significantly higher cryptocurrency prices with Bitcoin potentially reaching $1 million in less than 6 years as the AI and blockchain Technologies continue to evolve and integrate the potential for groundbreaking advancements and substantial Financial gains grows positioning Bitcoin at the heart of this transformative period before we continue with the rest of the video do check out daily 5minute crypto newsletter with all the latest crypto and bitcoin news it's a fantastic analysis of onchain crypto data and breakdowns and the best part is it's absolutely free they'll cover expert predictions breakdowns of onchain crypto data and any breaking news you need to know all in a nutshell click the first link in the description and enter your email to join over 50,000 others and becoming a better crypto investor right now and I'm just going to start off by talking about the convergence between and among technologies that are evolving today and creating massive growth opportunities um I'm just going to illustrate with one stock we're known for for uh one stock that is a massive convergence uh opportunity many people uh analyze Tesla as an auto company and yet we believe at ARC that it is uh it is actually the convergence among robotics so autonomous autonomous taxi networks robots uh are going to be a very big part of the equation uh energy storage they will be electric and artificial intelligence creating explosive growth opportunities so the reason for that is each one of these Technologies is follow following an scurve and when you have them converging they're going to start feeding one another and creating incredible growth opportunities and I think what we're here or here to do today is to talk about convergence involving Bitcoin um and I I would say one reason that uh we've seen the price appreciation recently is the recognition more and more there's a lot of educating education taking place especially 11 ETFs uh issued at the same time you've got 11 asset managers out there educating as many people as possible and what are we what are we saying to them to make this understandable we're saying that Bitcoin is three very big ideas in one it's a technology right this but but if you think about it it's leveraging off the Internet it's the layer of the internet that developers didn't put in place in the early 90s because they never dreamed that Financial Services or Commerce would take place on the internet so it's it's simply the next generation of the internet um it is a monetary system the first Global uh decentralized private no government oversight no choke uh throat to choke uh digital rules-based that's extremely important monetary system in history so there's Tech there's economics and then the third thing and this we brought to light with the ETF issuance is it is a new asset class and every asset manager um retail or institutional has to consider putting a new asset class in their client portfolios why because of the low correlation of returns what that means uh you slot some Bitcoin in and your return per unit of risk goes up and every institution knows that and so they have a responsibility to understand what Bitcoin is uh and um what kind of investment opportunity it will represent for their clients so I think that that ETF issuance has really helped cement the story and is beginning to generate a deeper understanding more more broadly in the investment world kathywood is highly optimistic about disruptive innovation platforms predicting they could scale by 40% annually during this business cycle arc's research estimates that the market value of these platforms will grow from $13 trillion in 2024 to over $200 trillion by 2030 offering immense opportunities especially for early investors Cathy is particularly bullish on the convergence of artificial intelligence and blockchain which she believes will revolutionize how humans produce live work invest and prepare for future Generations during her chat with Elise Galen Kathy highlighted how some AI large language models are already being used to create thriving economies and simplify life in parts of Africa Central to this transformation are Bitcoin and lightning Network payment tools that support the new ecosystem in their announcement the lightning Labs team noted that intelligent AI agents would need to pay for their own resources and application programming interface calls this is where the Bitcoin lightning Network comes in potentially making payments cheaper faster easier and machine payable Cathy Wood's Vision underscores the transformative potential of integrating Ai and blockchain Technologies setting the stage for a future where these Innovations Drive significant economic and social advancements here are more clips from the fireside chat what's going on in AI is amazing uh we we have been very aggressive in our expectations and yet um we're seeing and and Mark Zuckerberg this week uh talked about open-source models and how this might accelerate uh many of the trends that AI has already um has already triggered um and and so I think what we're going to see is uh a couple of things one and we've learned this from the lightning Network and some of the developers working on it um in in Africa I don't know if you know roast beef but he's one of them uh we did a brainstorm we do a Bitcoin brainstorm every month in conjunction with Bitcoin Park and uh he was on one of the first of them so so look that up it's every time I am with the developers or the miners or some part of the Bitcoin ecosystem my confidence in what is about to happen here increases well roast beef uh at the one of the first two of those uh brainstorms um sitting in Africa was saying this is transforming lives in Africa it is going to redefine the division of labor we think we understand the gig economy think micro gig economy and think Global labor force and peace mealing out uh these tasks uh so he says this is transforming people's lives in Africa uh and so uh I think the payments part of this is critical yes uh and I also think the second part so division of labor and getting paying for those micro Giga jobs is is one example and then there's the machine to machine you know basically uh you know I am it's called agentic AI I will go I will basically uh direct an llm to create a a marketing program for me and my new company including a website a marketing program articles uh promotional materials and so forth and the agent AI will do that from beginning to end when we finally get there and we're getting there faster than I thought we were going to get there uh so how does this happen how do we pay all of the all of the various uh entities involved lightning Network Bitcoin payments ecosystem and I know a lot of people are just thinking okay what's the price of Bitcoin going to be uh one of the reasons bitcoin's price will go continue to go up uh uh is because of the opportunities that layer to lightning networks and the convergence with AI is going to create it's going to be phenomenal the convergence between Bitcoin and artificial intelligence is set to usher in a new era of digital Innovation poised to revolutionize the financial aspects of the Internet by adding a much needed layer that was previously missing as everything goes digital our payment systems should follow suit cathywood estimates that blockchain will not only facilitate artificial intellig but also fuel the growth and development of other disruptive platforms this symbiotic evolution is expected to drive significantly higher prices for cryptocurrencies and other digital assets Cathy's predictions highlight the transformative potential of integrating AI with blockchain technology envisioning a future where these Innovations Drive substantial economic and social advancements this integration will not only enhance the efficiency and security of financial transactions but also contribute to the broader digital ecosystems growth please share your thoughts on Cathy Wood's predictions and insightful analysis in the comments section below for more daily dose crypto news check out these two awesome videos on your screen click now and we will see you on the next video
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