저자: CathieWood · 외국인
요약 보기
캐시 우드는 기관 투자자가 포트폴리오의 5% 이상을 비트코인에 배분하면 가격 목표를 크게 끌어올릴 수 있으며, 비트코인 현물 ETF 승인 이후 기관 수요가 확대되고 있다고 주장. 장기 목표가 380만 달러(2024년 3월 대비 약 5,000% 상승 함의, 시가총액 약 80조 달러 추정)를 제시했으나 시간 프레임은 명시하지 않음. 반면 일부 펀드매니저는 기관들이 여전히 암호화폐 배분이 거의 없고 수용도가 낮다고 언급. 2023년 비트코인은 150% 이상 급등한 것으로 언급됨. 전반적으로 장기 낙관론이 중심.
다듬은 글
Kathy Wood has one big prediction for Bitcoin a $3.8 million price target for the leading cryptocurrency boosted by institutional ETF Investments our whole case for Bitcoin was 1.5 million um and many people just summarized it as north of a million if institutional investors were to allocate a little more than 5% of their portfol to bitcoin as we think they will over time that alone would add $2.3 million to the projection I just gave you wood did not specify in her comments what time frame she expects Bitcoin to hit this per coin valuation she previously projected Bitcoin would hit $1.5 Million by 2030 her latest price Target implies a more than 5,000% climb in the value of Bitcoin compared with March 2024 levels in 2023 bitcoin's price skyrocketed by more than 150% reaching more than $820 billion in market cap this new projection equates to an eventual market cap of roughly $80 trillion for Bitcoin the Catalyst behind this Rosy prediction the rise of institution supported Bitcoin ETFs the financial world is still adjusting to January's SEC approval of Bitcoin ETFs and for those inside the cryptoverse reaction has been nothing but positive investors are resoundingly choosing ibit for uh Bitcoin access whether that's uh you know new investors to the space who weren't willing to do it when it had the frictions that you know for some Bitcoin direct investing uh incurred uh or investors who are already in the space but are choosing this as a uh you know more efficient lower cost uh more accessible convenient exposure Solution that's Robert mitnik head of digital assets at Black Rock longtime Bitcoin Bulls see the rise of institutional Bitcoin ETFs as an indication that Bitcoin has reached its Tipping Point I think you're now kind of transitioning into this more mature kind of uh regime for the asset class moving forward now that we have the ETF so now you know you have all these Pension funds Sovereign wealth funds Etc that can actually look at this thing seriously and allocate and feel comfortable doing so a good number of institutional investors however are still on the sidelines for now PE investors and fund managers consider the asset class to novel or risky to consider for investment here's what growth fund manager Dan tapiro had to say certainly the institutional investors that I speak with uh for our funds most have almost no allocation to anything in crypto blockchain web3 digital assets however you want to call it so um you know we have a handful of very forward thinking uh institutional investors in the fund uh of this but generally of the people that I speak with uh there there really aren't um there isn't an overwhelming acceptance however it's beginning to change just a little bit now with the ETF and while Banks and financial institutions are just beginning to pile into Bitcoin with their own ETFs funds are looking to distinguish themselves from the competition including offering low fees and putting house money on their own bets where we are trying to differentiate is through our skin in the game so Vanek made the largest seed investment into our product um by a factor of 372 million of our own money so we are going to be right alongside our clients we always eat our own cooking the big question whether that institutional interest will support Kathy Wood's lofty prediction of $3.8 million per Bitcoin for Investors Business Daily this is Mike dong







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