저자: MichaelSaylor · 외국인
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사일러는 래리 핑크(블랙록)가 초기 회의론에서 비트코인 신봉자로 전환했다고 주장하며, 비트코인을 디지털 자본이자 자산 패러다임 전환으로 묘사한다. 비트코인은 약 94,900달러 부근이며, 블랙록 ETF 기준 올해 104% 상승했다고 언급. 마이크로스트래티지는 전환사채 발행을 26억 달러로 늘렸다. 그는 '4년 이상 보유'와 '영원히 보유'를 권하며 6자리 가격 목표가 곧 도달할 것이라 발언한다. 단기 매매는 권하지 않음.
다듬은 글
I I mean I think Larry thinker black rock is by far the most compelling spokesperson for the Bitcoin movement and he and he is he kind of epitomizes the intellectual Journey which is a successful financier first hears about it and hears about all the negative things and and good Finance years they go through the checklist of what are the 100 risk factors right because if you're really good at Finance you can tick off all 100 risk factors so you do the check you think about it and you think well you know kind of scary I'm going to hold off on it for a bit and you're skeptical I was skeptical in 2013 he was skeptical but uh at some point if you're around it enough if there's a need if you have a need to know maybe you get pushed and you realize I need to open my mind and I need to embrace a new idea find a new idea for growth maybe it's defensive maybe it's a growth initiative and then sometimes when a critical mass of people that you respect begin to speak with you about it then you open your mind and and then you take the position that this is actually a new profound revolutionary thing it's digital capital I misunderstood it before I was wrong I see a place for it in the world I you know we have the saying which is everybody's against Bitcoin before they're for it some of the world's biggest names like Larry Fink Elon Musk and even major world governments are gravitating toward Bitcoin today Michael sailor discusses the seismic shift happening in cryptocurrency and why black rock is having such a major impact on global Finance over the past few weeks Bitcoin is reshaping The Narrative with the current price sitting just above $94,900 sailor says that Larry thinkink despite being initially skeptical became a Believer when faced with the long-term value that Bitcoin actually holds he says Bitcoin is not just an investment but a paradigm shift in wealth and Freedom the micro strategy co-founder recently sat down on the pbd podcast and discusses why Bitcoin is more important to buy now than ever before just today sailor doubled down on this with a post on X saying given the high demand we upsized our micro strategy offering of 0% convertible bonds due to mature in 2029 from $1.75 billion to $2.6 billion this will allow investors to convert these bonds into shares of micro strategy stock at a price that's 55% higher than the Stock's current value this Bitcoin strategy by sailor is more than optimism and he expects the much anticipated six-figure price Target will be reached very soon let's get right into the latest interview with Michael sailor where he pulls back the curtain on bitcoin's recent surge drop your comments down below and subscribe if you enjoy the content we do here every everybody is against Bitcoin before they're for it it it's like one hour to deny you know after after 10 hours you know you're a Trader it's like well it's an asset I'll buy it cheap and sell it when it's too expensive after you know a 100 hours you know you you start to move to be more of an investor like you know maybe this is a good investment like like apple or Facebook and after a th000 hours you're a maximalist you're like actually this is an ethical good this is freedom and economic and property rights to 8 billion people this is a chance for 400 million companies to capitalize on an asset which isn't toxic that wouldn't it be great if you could just buy something and get richer forever without taking risk pretty profound idea every day for the past four and a half years I get up and I say buy Bitcoin and then you do not sell your Bitcoin right very simple mantras and by way and I don't recommend anything there's a 100,000 other investment ideas where it might be appropriate to sell them at some point that's why I don't talk about them I just talk about Bitcoin and I say if you're going to buy it be prepared to hold it more than four years the uh you know the short period is four years the mid period is 10 years the right period is forever buy it so you can give it to your grandchildren so your family will be rich in 250 years that's what I would say about Bitcoin and uh you know Patrick when you look at Generations you know when you're in your 20s you know you have a lot of time on your hands and you want respect and you want to get and you want Prosperity you want to make it in life I need to make money so I can buy a house have a family buy a car do whatever I want and so you take your time and you invest it in making money that's why the Millennials the Gen Z's they get crypto they get Bitcoin because they have 100 hours or 200 hours or 1,000 hours now when you get in your 60s or 70 80s how many people you know past the age of 55 spend a 100 hours studying an A A A profoundly new investment idea to figure out very rarely it's because you've already made it you already got a family if you're going to have kids and a family and a house and a whatever you've already done it and you did it by exercising your trade because you are good at something and you and you're confident and that's your world view like Warren Buffett's world view Etc so I don't blame people it's just when you're successful at the end of your life you know you're you're you know what made you successful you don't have a need to know when you're at the beginning of your life you're not successful you've got no respect you've got no future you've got no you better find something new right that's why that's why Led Zeppelin you know they picked up electric guitars and they played rock and roll because Beethoven and Mozart had already done the other thing too late for that new thing right the the the new people get the new thing and so occasionally you find a 30 40 50 60 year old who will embrace the the new idea but it's like what is it you have to be profoundly you know intellectually curious Larry thinkink is that's why black rock is going to make a fortune on this or you have to be uh desperate frustrated nothing to lose I mean I the truth is I'd characterize myself that way in 2020 it's like the stock is like a share Enterprise Value the company's Enterprise Value is six bucks a share and my choice is sell the company and retire or take a risk and open my mind and I remember I'm sitting at my pool side next to my friend Eric Weiss and it's March and the lockdowns hit and interest rates go to zero and you know and the stock market's crashing and you know and all hell is breaking loose and I say so tell me about that Bitcoin thing again it's like so that's what you'll find that when you know you look at people and they're they're one or the other but it takes a while for a paradigm shift you know you got to really need it or want it and that's why it's an exponential proces sailor he said when we think about Bitcoin we think about it primarily as an emerging Global monetary alternative it's a scarce Global decentralized non-sovereign asset and it's an asset that's not country specific and has no counterparty risk with black Rock's ETF Bitcoin is up 104% this year I said give me the five most the top influencers on the internet on bitcoin you gave me a list of people then I went and I watched all their YouTube podcasts and I went and I read all their books I read the Bitcoin standard I read Andreas Antonopoulos his books on on bitcoin I watched the debates you know between Eric Vorhees and Peter Schiff on bitcoin um and uh once I got through all that and I I had done a deep think then uh then I started going in execution mode how do I get an account how do I buy this stuff kyc me set me up and then after that it's like massive uh education with my company too you part partly it was a personal track what am I going to do and partly as what am I going to take my company and that became that became I send a text message to all the officers of the company and all the and all the directors I said I want you to watch three these three videos on YouTube and I want you to read this paper about Bitcoin you know John feffer wrote in a paper an Institutional Investor view of Bitcoin I said read this stuff and then we're going to talk and so after they read it I had a one-on-one with each one of them and it was like it was like basic doing the rounds every officer of the company every director of the company and gradually we formed a consensus we you know we formed teams we started to power forward and on August 10th of 2020 what we did is we said hey uh we're buying 250 million of Bitcoin but we're also going to buy back $250 million of our stock in a tender offer the stock was like $120 this is like $12 post split and we offered you know a premium we said well you can tender your shares if you don't like the Bitcoin strategy and so that took 20 days so the way that we actually rotated the shareholder base and got the shareholders on board with the Bitcoin strategy was we said we're doing this we know it's risky we know some of you may not like it we'll buy you out at a premium if you don't want to go along for the ride after 20 days only about $60 million got tendered so we had $175 million of cash left and so we went from 250 to 425 million in Bitcoin then the stock rallied generated a lot more cash from stock option issuance we bought another $50 million of Bitcoin and pretty soon We're Off to the Races and the strategy is working and all of our investors were on the bo they they wanted to be invested in a company on a Bitcoin strategy more than they wanted to be invested in a company that was going to continue with a conventional low growth approach saor challenges the conventional macro spe which are sailor Michael sailor comment down below thanks so much for watching don't forget to hit the like button and subscribe for more content just like this we'll see you in the next video
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