저자: CharlieMunger·WarrenBuffett · 외국인
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버핏·멍거는 비트코인을 투자 자산으로 보지 않으며 가치 창출이 없다고 평가하고 부정적 입장을 밝힘. 핵심 주장: 멍거는 비트코인이 어리석고(zero로 갈 가능성 높음), 연준 및 국가 통화 체계를 훼손하는 악이며, 중국 공산당이 비트코인을 금지한 것과 비교해 미국이 더 어리석다고 주장. 근거: 버핏은 농지·아파트처럼 임대료·식량을 생산하는 자산과 달리 비트코인은 다음 사람이 더 비싸게 사주기를 기대하는 구조라 생산성이 없다고 설명. 전 세계 비트코인을 25달러에 준다 해도 살 이유가 없다고 발언. 주장 연결: 비트코인 가치는 '마법'에 기댄 것이며, 그림이나 피라미드처럼 실물 가치가 아니라 심리에 의존한다고 봄. 달러 외 다른 통화 대체 가능성도 부정. 언급 종목: 비트코인(BTC) 하락 방향 시사(가격 전망은 명시적 수치 없음). 버크셔 해서웨이·무디스 관련 언급은 영상 설명상의 맥락. 리스크/조건: 방향성 예측 수치나 기간은 제시되지 않음. 단기·중기 가격 목표 없음. 출연자 전망: 장기적으로 비트코인 가치 없음 입장. 다만 영상 자체 내용은 음모론적 해설(NWO, 헤겔 변증법 등)이 대부분이며, 실제 발언 중 투자 조언 근거는 제한적임. 영상 운영자의 해설은 신뢰도가 낮음.
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keeping the american industrial machine working charlie have you got any comments on that instant something this crazy could have happened well it happened it's almost a mania of speculation that we now have we have computers with algorithms trading against other computers i got some advice for you too when you have your own retirement account and your friendly advisor suggests you put all the money into bit to bitcoin just say no welcome to the crypto teacher and guys you know i come back with that video just to make you think and we have warren buffett and charlie munger edit again about bitcoin for those who understand the history of berkshire hathaway you understand and then also those who have the history of warren buffett we understand we know the moody's fraud that he did that was a part of the housing crisis if you don't understand the nwo's puppets history you'll fall for it every time you have two old wealthy men and everybody's gonna believe everything they say when they are clearly not telling you the truth bitcoin and kryptos are for the fourth industrial revolution and they dare not to speak of it we know warren buffett has invested in the fourth industrial revolution fintech banks we also know bill gates microsoft all these big corporations are funding cryptos and blockchain it's not like we can't see it but they know the people who watch warren buffett and charlie munger just watch them for their word not big investors just the regular retail investor are going to take their advice because they are sheep and charlie munger admitted the truth just now bitcoin undermines the federal reserve system but guys we know that is nothing but the hegelian dialectic we know the central banks took over bitcoin and the major cryptos and we also know the federal reserve prints money out of thin air they took over the globe and now is the time more people are waking up now is the time consciousness starts to happen especially with the kids they have everything at their fingertips the knowledge now it's time to bring in the fourth industrial revolution so therefore they can sedate the sheep with free money and they will be happy to go inside the metaverse he knows i have a slightly different way of looking at it i'll sell you something well i in my life i try and avoid things that are stupid and evil and make me look bad in comparison with somebody else and bitcoin does all three yeah and the first place it's stupid because it's very likely to go to zero the same way as evil because it undermines the federal reserve system and the national currency system which we desperately need to maintain its integrity and government control and so on and third it makes us look foolish compared to the communist leader in china he was smart enough to ban bitcoin in china with all of our presumed advantages of civilization we are a lot dumber than the communist leader in china yeah and when 25 of the people of the country get mad because we've said what we've said today just remember charlie spoke last it was the most the one development that i really do think is actually important but i don't know anybody to do anything about it but i would my general assistant and there's no way to prove it but i essentially believe people are now behaving somewhat more tribal than they have for a long time and i mean people are always going to be partisan and they're they're going to have religious beliefs they're going to have all kinds of things but but it gets pretty it gets pretty tribal and i want to tell you i speak from experience because i've been tribal and you know we're confessing today and you know nebraska football is tribal and when i watch a television set and i see our guys step nebraskan step out of bounds by a foot but somehow the ref misses it and calls it in and then they show six replays i'll continue to believe it was in even though it's right in front of my eyes and then they stepped out you know that's tribal behavior and and it's fun i mean participated but i guess it can get very dangerous when people one group of people say two plus two is five and another say it's two plus two is three you know and they're going to give you those answers if you call them and the interesting thing is to me at least and partly because of my age but i actually think that just from memory uh that the last time that the country was seeing this tribal was actually when i was a kid and roosevelt was in either you hated roosevelt or you loved him i mean nobody cared about the fact alf lantern was running or when to woke he was running against them they just had these feelings they either had roosevelt's picture on the wall and named their kids after roosevelt or they hated him and uh and they thought he was going to you know no third term and you know i mean a million things and the country was very very tribal in the 30s but roosevelt's tribe was bigger and in my opinion they did some wonderful things but i happen to grow up in a household where we didn't get served dessert until we said something nasty about roosevelt that means i and believe me if you don't get dessert you're going to say something nasty about roosevelt and so you train them young and you know yeah all kinds of things and uh so i've been i've seen it i i think i've seen a period that it wasn't that way when you know if eisenhower was running against stevenson or you know or whatever it might be i mean it uh you know people they didn't they didn't just they had a partisan behavior and they had a certain amount of tribal always but i i think that i don't think it's a good development for society generally when people get tribal regardless and obviously well i shouldn't answer any questions on the subject but i will you know there's there's all kinds of people watching this that are long bitcoin and there's nobody that's short and nobody nobody wants their win pipe stepped on i don't blame them i don't like people to step on my windpipe but i would say this that if all the people list if the people in this room owned all of the farmland in the united states and you offered me a 1 interest in it and you said from one percent interest in all the farmland in the united states uh pay me um pay our group um well let's see hey it says bargain price 25 billion dollars i'll write you check this afternoon 25 billion now i own one percent of the farmland if you tell me you own one percent of the apartment houses in the united states and you offer me a one percent interest so i'll have a one percent of all the apartment houses in the country and you want whatever it may be for and another 25 billion or something i'll write you check you know it's very simple now if you told me you owned all of the bitcoin in the world and you offered it to me for 25 dollars i wouldn't take it because what would i do with it um i have to sell it back to you one way or another i mean maybe i have the same people but it isn't going to do anything the apartments are going to produce rental and and the farms are going to produce food and uh if i've got all the bitcoin you know i'm back where whatever his name was who may or may not have existed was you know 15 years ago if i've got it all he could create a mystery about it but everybody knows what i'm like i mean so if i'm trying to get rid of it you know people will say well uh you know why should i buy some bitcoin from you i mean why don't you call it buffered coin you know make your own or somewhat do something but i'm not going to give you anything for it and you'd be right incidentally but that explains the difference between productive assets and something that depends on the next guy paying you more than the last guy got now net if you look at it a lot of commissions have been paid and there's i mean there's all kinds of frictional costs that are very real that somebody has paid to a bunch of people who facilitate this game but whatever one group of the public has taken out or one group of owners has come in from other people i mean other people have entered the room and they move money around but but no money has there's no more money in the room it just changed hands with a lot of maybe fraud and costs involved and you know a whole bunch of things you lose you know you forget the numbers or get the equation and they uh you can do that with a lot of things i mean it's been done throughout history uh certain things have value that don't produce something tangible i mean you can you can say a great painting you know probably will have some value 500 years from now may not but the odds are pretty good that if it was a big enough name at some point there will be a few things i mean you know you can uh you can find something brave if somebody wants to sell you a pyramid or something and you can charge the viewers and you know it'll be around a long time and won't produce anything but but but uh people will find it interesting to go there because i've read about the parents but basically uh assets to be that value they have to deliver something to somebody and uh and there's only one currency that's acceptable and i'd say i mean you can come up with all kinds of things uh we can put out berkshire coins or you know we put up berkshire money or anything like that but uh we get in trouble i guess if we call it money but uh in the end this is money and and there's no reason in the world why the united states government whose currency people prefer literally there's 2.3 just under 2.3 trillion just of these little pieces of paper floating around some places seven thousand for every man woman and child in the united states and of course most of them probably are in the united states who knows but this is the only thing that's money and anybody that thinks the united states is going to change to where they let berkshire money replace theirs you know it's out of their mind i mean uh so anyway uh with those few deficiencies uh you know you can whether it goes up or down in the next year or five years ten years i don't know but the one thing i'm pretty sure of is that it it doesn't it doesn't multiply it doesn't produce anything it's it's uh it's got a magic to it and people have attached magics to lots of things i mean the goal in wall street great magic you know you know we are not an insurance company we're a tech company well they're an insurance company but a dozen people or sold raised a lot of money they just say just don't pay attention to the fact that we sell insurance we are a tech company well in the end they wrote insurance and overwhelmingly they've lost a lot of money since that you can make up things that work well and getting money from other people and that's why uh uh uh ou want want the road n one king joshua and drama team take the village generation z
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