저자: LarryFink · 외국인
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결론: 래리 핑크는 비트코인을 금의 디지털 대체재·인플레이션 헤지 수단으로 보며 블랙록의 비트코인 ETF 승인 가능성에 긍정적인 입장이다. 비트코인 및 ETF 관련: 비트코인은 특정 통화에 묶이지 않은 국제 자산이며, ETF는 뮤추얼펀드 산업을 바꾼 것처럼 자산 토큰화를 통해 금융을 혁신할 수 있다고 주장한다. 비트코인 매수·매도 스프레드와 거래 비용이 높은 것이 현재의 문제이며, 규제당국이 ETF 신청을 이를 해결할 기회로 봐주기를 바란다고 말한다. 규제 및 기술: 블랙록은 규제당국과 긴밀히 협력해 우려사항을 해소하려 하며, 블록체인은 중개자를 줄여 거래 과정을 가속화할 수 있다고 본다. 다만 아직 그 단계에 가까이 가지 않았다고 언급한다. 금리 및 경제 전망: 금리는 계속 오를 것으로 보며 연준이 25bp씩 최대 100bp 가량 추가 인상할 수 있다고 본다. 인플레이션은 더 끈질기고 구조적이라고 평가한다. 금융 리스크: 고금리로 상업용 부동산 스트레스가 커질 수 있고 지역은행 문제가 생길 수 있으나, 시스템 리스크로 번지지는 않을 것이라고 봤다. 인프라 및 투자: 최근 3대 재정 법안(인프라법·칩스법·IRA)의 경기 부양 효과가 이제 시작 단계라며, 인프라 재건 관련 기업들이 장기 보유 가치가 있다고 주장한다. 출연자 전망: 비트코인에 대한 긍정적 장기 견해이며, 단기 가격 방향에 대한 구체적 예측은 없다.
다듬은 글
I do believe the role of crypto is it's digitizing gold in many ways instead of investing gold as a hedge against inflation a hedge against the onerous problems of any one country or or the devaluation of your currency what whatever country you're in let's be clear Bitcoin is an international asset the CEO of Black Rock Larry fin shares his prediction for Bitcoin and its significance for investors as well as the much anticipated Bitcoin ETF filings he highlights the role of Bitcoin as a digital alternative to Gold serving as a hedge against inflation and currency devaluation think emphasizes that Bitcoin is not tied to any specific currency making it an international asset that investors need he says black Rock's recent engagement and commitment with Regulators ensures the approval of Bitcoin related ETF filings think addresses the regulatory concerns and discusses navigating the crypto landscape and believes that black Rock's track record speaks for itself demonstrating the company's dedication to responsible and long-term investment strategies Vin sees the digitization of Bitcoin and cryptocurrency as a force that can revolutionize finance and democratize investment by tokenizing assets and securities including Bitcoin he believes that the cost of investing can be significantly reduced making it more accessible for a broader range of investors let's get right into the latest interview with Larry thinkink as he gives his prediction for Bitcoin and cryptocurrency in 2023 also we have just partnered with our friends over at Jamie Tree Finance who have just launched a daily 5minute crypto newsletter it's a fantastic analysis of onchain crypto data and breakdowns and the best part it's absolutely free so to give out as much value to you as possible we're sending out a 5-minute daily newsletter which will cover expert predictions breakdowns of onchain crypto data and any breaking news that you need to know all in a nutshell click the first link in the description and enter your email to join over 5,000 others in becoming a better crypto investor right now don't forget to share your thoughts and comments down below and leave a like if you enjoy the content we do here let's get right into the video we try to do what's right for the long-term investor and I think we have a good track record working with our regulators and trying to makeing sure we we're thinking about all the all the issues around uh any filing and so we work really closely with our regulators and we want to hear from The Regulators what they what are their issues and how can and can we fix those issues around that so we hope that like in in the past we could be working with our regulators and get the filing approved and so we'll see how that all plays out specifically on on bitcoin as I've said in the past we're a believer in digitization of products you know ETFs was a big revolution for the mutual fund industry and it's really taking over the mutual fund industry and we do believe that if we can create more tokenization of assets and securities and that's what Bitcoin is uh it could revolutionize again uh finance and so we look at this as an opportunity to move one step further in terms of providing investors you know fractions of shares fractions of this democratizing the cost of investing you know over the last 10 years we've lowered the cost of I shares ETFs by 30% so what what we're trying to do is make it more accessible or easy the attempt in terms of uh what we're trying to do with uh with with crypto is make it more democratized with all of crypto and making it uh much cheaper for investors right now the bit ass spread for crypto is very expensive it does erode a lot of the returns that you speak speak about because it cost a lot of money right now to transact Bitcoin and it cost a lot of money to get out of that and so we hope our Regulators look at these filings that it's a way to democratize crypto and and and and we'll see in the future how that plays out I was skeptical because the early users were it was heavily used for let's say illicit activities and I think as it became more accessible and also I do believe the role of crypto is it's digit izing gold in many ways instead of investing in gold as a hedge against inflation a hedge against the owner problems of any one country or or the devaluation of your currency what whatever country you're in let's be clear Bitcoin is an international asset it's not based on any one currency and so it it can represent a asset that people can play as an alternative I would call the the Foundation of black rock is about hope you invest for retirement because you believe tomorrow is better than today well no I actually believe underline technology is fantastic because the blockchain will help you accelerate the processes of transactions the blockchain will help you identify I mean let's be clear if you have a pure blockchain and you have knowledge of who the buyers and sellers are you know we don't need custodians anymore we don't neat you know the whole process of Finance some of the intermediaries are broken down and so this is why we're all studying we're not there we're not close to there but but it's an advancement of technology I mean it's so different than the spirit around Ai and what AI can do we have 4400 Banks we are the we have more banks in the United States than any country in the world we believe in local banks so we have a strong foundational belief that local banks are good but to have 4,400 maybe is too many I believe interest rates are going to continue to go higher I think the Federal Reserve is going to have to do minimum but two but maybe as much as four more tit four more rate 25 basis points 25 basis points another 100 basic points I actually believe inflation is stickier and more structural and so I I see a future of higher interest rates higher interest rates is going to create more stress in commercial real estate commercial real estate is the largest asset category of regional Banks and so they there may be stresses that's a problem but the first three Banks did not have stress on on credit they had stress on on their mismatch of their assets and liabilities could we move towards a more of a a crisis towards credit absolutely is that systemic probably not it's not it doesn't have to be systemic it's not the big Banks I mean it's not the big Banks and more importantly the economy is really strong now and getting get stronger it's not getting weaker we have the three large stimuluses packages that were enacted over the last year the infrastructure act the chips Act and the IRA it's all just starting the J curve this is going to and it was a trillion dollars over many years over of stimulus it's just entering the economy it's been too much yes but it's it's been it's it's entering the economy the same in the cycle of spending that do you know halfway three quarters 5% whoa that's it we're just we're just starting Charlie this is just happening and so this think about how many jobs it takes to to rebuild airports and and freeways and ports the job demand from these acts is going to be enormous and so here we are talking about commercial real estate as it may be a problem but the stimulus that we're going to see in the other parts of the economy extraordinary and owning companies that are involved in the rebuilding of our infrastructure these are going to be good long-term holds think recognizes the current challenges associated with Bitcoin such as the bid ask spread and transaction costs he hopes that Regulators will view ETF filings as an opportunity to address these challenges and create a more affordable and democratized crypto Market think also highlights the potential of blockchain technology to streamline transaction processes and reduce the need for intermediaries in the financial ecosystem his perspective on bitcoin and black rocks involvement underscores the firm's belief in the digitization of assets and the transformative potential of cryptocurrencies while regulatory considerations and challenges exist Black Rock remains committed to providing investors with Innovative investment opportunities and driving the adoption of digital assets within a regulated framework what are your thoughts on Larry Fink's opinion regarding Bitcoin and how will black Rock's approval completely change the crypto landscape let us know in the comments below thanks so much for watching 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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