저자: ThinkingCrypto채널진행자 · 외국인
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결론: 영상은 비트코인 강세를 전제로 레이 달리오의 회의론이 곧 누그러질 것이라 주장한다. 비트코인 시세: 영상 시점 기준 약 17,618달러, 24시간 +5.66%, 7일 +15%. 단기 1.8만 달러 도달 가능성을 언급하고, 급락 가능성도 함께 경고하며 현금화 계획을 준비하라고 조언. 달리오 관련: 달리오가 비트코인에 회의적이었으나 트위터에서 '내가 놓친 게 있을 수 있다'며 반박을 환영했다고 소개. 카메론 윙클보스의 반론(금도 교환매체로 쓰이지 않음, 비트코인은 신생 가치저장 수단, 2015년 CFTC 상품 판정, 탈중앙성) 인용. 기관 수요: 마이크로스트래티지(약 5억 달러 이상)와 스퀘어(5,000만 달러 이상)의 비트코인 보유를 언급하며 중앙은행·기업 재무 편입 확대를 예상. 자산운용사 사례: 관리자산 290억 달러 규모의 Mariner Wealth Advisors가 고객 2.3만 명에게 Eagle Brook 기반 비트코인 SMA를 통해 접근성을 제공한다고 소개. 업계 전체 RIA 관리자산 4.7조 달러 언급. 리스크/조건: 변동성이 크며 감당 가능한 금액만 투자하라고 강조. 장기 강세 전망 중심이며 단기 목표가는 1.8만 달러 수준. 출연자 전망: 진행자는 비트코인 장기 상승(다음 상승장에서 2017년 고점은 작은 점에 불과)을 낙관. 달리오가 '180도 전환'할 것이라 예상.
다듬은 글
um hello everyone i hope you're doing well and you are enjoying the crypto bull market bitcoin is pumping hard right now before we get into the bullish news go ahead an guys bitcoin looks like we could hit eighteen thousand dollars today i mean wow bitcoin pumping really hard right now currently sitting at seventeen thousand six hundred and eighteen dollars up five point six six percent from a 24 hour perspective up fifteen percent from a seven day perspective looking really good now as always uh we want to keep it balanced here not get too hyped not too excited we could see a sharp correction keep that in mind so be prepared with your cash out plans you know if things keep going up in a parabolic move bitcoin goes to 30 000 like in a you know over a matter of weeks and so forth be ready with your cash out plans uh so just keep that in mind but also be prepared for a pullback now guys the bullish news i want to talk about ray dalio many of you may know who he is if those of you who don't he is a billionaire hedge fund manager and philanthropist he's on the level of a paul tudor jones you may see him on tv cnbc and so on and so forth right very successful very well known however he's been a skeptic of bitcoin he even said governments will kill bitcoin now obviously i believe he's wrong here and so do many of the other investors around the world like paul tudor jones bill miller and stanley druckenmiller and so forth right however guys however i believe he will capitulate like the others and we're seeing some signs of that in a conversation about bitcoin on twitter he tweeted the following in response i might be missing something about bitcoin so i love to be corrected that's great he has an open mind he's saying look hey i might be wrong with the things i'm saying about bitcoin but show me where i'm wrong prove me wrong right that's i think the first step you got to have an open mind to understand and see the facts so he stated quite a few things his problems his concerns blah blah blah right yada yada however cameron winklevoss one of the wikibos twins obviously weighed in and addressed those issues so let's see where this goes let me read what uh cameron said number one gold is not a widely used medium of exchange either the vast majority of it sits in vaults and never moves it is paradoxical for an asset to be both a good store of value and a good medium of exchange he continues here number two bitcoin is not vying to be an effective currency it's an emergent store of value so volatility can be expected until it becomes a mature store value it doesn't have the multi-millennial track record of gold but has made tremendous ground on gold in just over a decade people often forget that gold hasn't been excuse me bitcoin has not been around for the millions of not millions but you know the the hundreds of years that gold has and obviously not been around as long as stocks has it's just 10 years old but it's growing and like i said it's the it's the start of the greatest asset class ever because not just because of bitcoin or digital assets but the tokenization of gold the tokenization of commodities and real estate and all those things on the blockchain which will fall under the umbrella of the crypto market number three bitcoin was declared a commodity by the cftc in a 2015 order against coin flick incorporated this order was confirmed by a federal judge in the eastern district of new york u.s federal legal status established yes some countries will try to fight it but bitcoin's superhero power is that it is decentralized and therefore not controlled by any other or any one person or company or government a government would need to shut the internet down to stop it he talks about microstrategy and square both pulling millions you know microstrategy and um michael saylor his personal investment total of 500 million plus square 50 million plus for their treasury he says more to come soon central banks will be stacking bitcoin to stave off the scourge of the inflation that is coming i absolutely agree that we see the writing on the wall here very soon it will be irresponsible not to hold bitcoin in corporate treasury as a hedge to inflation and you can't deny the inflation that's happening but guys i'm glad ray is participating in a conversation he's keeping an open mind he said he's pretty much saying prove me wrong here show me the facts right so i believe he will fully capitulate and do a 180.
this is very very bullish we are seeing the likes of these these caliber of hedge fund you know uh managers and billionaires and millionaires are jumping into bitcoin so i think we know what's coming guys and if you want more bullish news this 29 billion asset advisory is giving wealth managers and clients a bitcoin on-ramp we've talked about it on over the years guys charles schwab vanguard ing all of those wealth managers retirement funds whatever it is they're all going to be adding bitcoin and crypto so who am i talking about mariner wealth advisors and you may have seen them locally there's one here not far from me in madison new jersey and the this is their website guys they do they do uh services for individuals and businesses and they are ranked top five and barron's top ria firms 2016 through 2020.
so you're gonna see big names like this coming in and they're gonna build the on-ramps telling their clients to put money into crypto so somewhere between the coinbase hawk and the institutional bitcoin whale lies a growing class of high-end retail investors pushing their money managers to join the bull run oh man their call their calls grew loud enough for mariner wealth advisors to take action now the registered investment advisor advisory ria whose network of independent financial advisors managed 29 billion dollars is giving its 23 000 clients a way to jump in on tuesday mariner wealth announced its 346 uh financial advisors will soon have access to the bitcoin markets through a separately managed account uh i call an sma set up by crypto firm eagle brook advisors i have not heard of eagle brook advisors so you see what's happening here guys the people are coming out the woodwork the bitcoin sma will let mariner fa's uh financial advisors trade bitcoin custody it and calculate tax burdens on their clients behalf when fully rolled out later this year oh man eagle brook ceo christopher king told coindesk the partnership is a first step in tapping a huge potential class of investors worth between 5 million and 10 million that he said did not participate in the record-setting bull run of 2017.
the herd is coming guys everybody's coming you know i saw max kaiser talk about it bitcoin and the crypto market is the black hole that's going to start sucking up all the money and it's not because um almost like by design but rather what's happening in the world with money printing and inflation and um you know the financial traditional financial world so connected to each other while crypto is disconnected right it does not move necessarily with the traditional financial markets now we did see some correlation because these wealthy investors will take their profits to make up for the losses they see in stocks and so forth but for the most part you notice right now bitcoin is decoupled from gold and even the stock market right so this is very very interesting these high-end retail types route their trades on stocks bonds and funds through financial advisors but more often than not the traditional firms behind those financial advisors lacked the infrastructure to execute on bitcoin king said oh man so here we go here's a quote no one was building for the independent registered investment advisor market then that i know uh manages trillions of dollars he said and then um here he put him they have in parentheses td ameritrade estimates that rias manage more than 4.7 trillion dollars in client assets guys i always stress to you patience understand the market cycles and we are seeing record-breaking demand as you can see here from the facts from the institutional wealthy investors the prices we saw in 2017 will be a tiny blip on the chart in the next parabolic run-up and the future ones after that be patient have your cash out plan ready study the market study uh and don't get too emotional don't invest what you can't afford to lose of course right because there's high volatility but there's really big upside here and we are seeing the herd is coming guys ray dalio close to full capitulation mariner wealth advisors big on ramp and like i said watch out for charles schwab vanguard all these other ones all the ones you may currently even use or you know your retirement whatever it may be they are all coming book it book it and you're gonna see just a big time capitulation coming over the next one to two years because the market's going to take off and inflation's going to continue so you're going to see the money coming in guys so guys what do you think this is such big news this ray dalio news leave your comments below hit the thumbs up and share this video with a crypto skeptic let's educate people and show them the facts not hype and and let's uh keep going let's keep going let's hope bitcoin hits 18 000 by the end of today and we'll see where we go from there thank you all for your support and i will talk to you all later
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