저자: PaulMcNeel · 외국인
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결론: 비트코인은 ETF 기대감 속 단기 횡보 후 완만한 상승 전망, 사진 상 가격 약 3만 달러대 유지. 비트코인 ETF 기대감: 래리 핑크(블랙록)의 2017~2023 크립토 입장 변화를 정리하고, 2023년 중반 블랙록 현물 비트코인 ETF 신청이 가격 기대를 키웠다고 설명. Paul McNeel 전망: ETF 승인은 불가피하다고 보며, 1월 10일 전후 결정일이 시장 강세 시작점이 될 수 있다고 봄. 비트코인 $31k~32k 부근 등락 후 연말 $35~40 가능성 제시. 월봉상 이동평균 상회 및 볼린저밴드 상단 40달러 언급. 전략: 매크로 불확실성 속 McNeel은 DCA와 스윙 트레이딩을 병행하며 $32 부근 일부 매도 후 재매수 계획. 진행자 측은 ETF 출시 전 현금 대기 전략을 설명. 채굴주: 비트코인 채굴주 평균 연초 대비 약 84.6%(상위 11개) 상승, 비트코인 상승률을 상회. 월드코인: 오브 운영자 보상을 USDC에서 WLD 토큰으로 전환 예정. 유통량 약 1%, 희석 우려를 진행자가 지적. 비트코인 라이트닝 취약점: 교체 순환 공격(replacement cycling) 취약점 공개, 자금 위험은 확인되지 않음. 발견 개발자는 라이트닝 개발 참여 중단. 시장 시세(방송 기준): 비트코인 약 3,648달러 표기(자막 오인식 가능성 높음), 이더리움 약 1,676달러, 공포탐욕지수 55.
다듬은 글
good morning everybody welcome to your daily crypto news for Monday October 23rd 2023 I hope everybody had a great weekend I had a great week as you guys know I was traveling I went down to Indiana to see my buddy uh shout out to his his business my my buddy I've known him for probably around 15 years first in China then you know he moved back to the us we did a couple businesses together actually he was the co-host on a podcast that I did called crypto 101 he was the host of Ico 101 anyway he started a business in Indiana Evansville Indiana it's called subscription Comics he's a comic book nerd I went down to see his business we shot some video for him set up some video for him so he can make some uh Tik toks and YouTubes and you know live stream and stuff like that and you know what I I'm very impressed by the business he has a crap ton of uh comic books he does a really good professional job when it comes to ordering and shipping his prices are probably the cheapest in the business and I know that you guys don't want to hear an advertisement but it's my show and it's my friend so subscription comics.com uh link is in the show notes so if you guys are comic book nerds check them out or you can email me matat daily Crypton news.net and I will connect you directly to him now let's get into today's crypto news so Larry fin he is the CEO of Black Rock and he hasn't always been a Bitcoin supporter a crypto supporter and I have a timeline of his thoughts on crypto and as you know black rock is filing a Bitcoin ETF so therefore something has changed let's take a look at that timeline in 2017 think tells Bloomberg that he's a big believer in cryptocurrency but that the market is rampant with speculation and Bitcoin is actually an index of money laundering and this is back in 2017 in 2018 think says that blackware clients aren't looking to buy crypto it is ignored by 2019 he says I don't believe that we need a new international currency however there is a huge need to bring down the fees of currency and cross currency transactions so he's looking at look how do we make things cheaper the current system a transfers wire transfers and so on and so forth is just too expensive I also think he's looking at the POS sales as well if you're buying something at a convenience store or bar or restaurant or buying books at a bookstore that transaction fee that you know Visa Mastercard and so on takes is quite honorous to a business owner especially a small business owner over in 2020 it looks like black rock is hiring people that are pro crypto black Rock's Rick Ryder the chief investment officer of fixed income says that crypto is here to stay following rise in Bitcoin price thinkink warns investors that Bitcoin could render the dollar less relevant he said during an event hosted by the Council of Foreign Relations that Bitcoin has caught the intention and the imagination of many people can it evolve into a global market possibly by 2021 he says we're watching it and we have enjoyed the conversation but it's not been proven yet at the same time the CEO of Chase Bank Jamie Diamond called Bitcoin worthless meanwhile thinkink reiterates his excitement for a potential huge role digital currency may play for customers moving on to 2022 coind Des reports that black rock plans to allow cryptocurrency trading on its International Aladdin Investments platform meanwhile billionaire Peter teal he is skeptical of all these guys thinkink Diamond Warren Buffett he says that they are all enemies of Bitcoin but still in 2022 Black Rock then becomes an investor in a $400 million funding round for circle circle of course issues stable coin usdc at the the end of 2022 think then says that the Next Generation for markets will be tokenization of Securities we're here at 2023 and in the middle of 2023 Black Rock files for spot Bitcoin ETF with the SEC for black rocks ey shares Bitcoin trust the trust designates coinbase custody as its custodian thinkink then predicts that crypto will outshine Global currencies in 2023 and that black rock clients are showing heightened interest in crypto so that was the last 6 years of Larry Fink's Evolution to support Bitcoin and file for a Bitcoin spot ETF and that finally for a Bitcoin spot ETF has created a lot of speculation on when that's going to happen and if it does everybody's expecting price to moon and here to talk about this over $30,000 Bitcoin is my buddy Paul mcneel the crypto curator Paul mcneel how you doing good to see you doing good man how are you doing excellent excellent very good because Bitcoin is sing around 30 30 ,000 500 30,5 30 35 wait I'm going to start that over because I have no clue what I'm talking about with what what I haven't seen prices that high so I'm confused Paul indeed so am I so so we have the narrative that it's up only from here what do you think uh I don't think it's up only uh again I used to get sold into that mindset right it's never going to go back down below $30,000 again and the reality is is I think we're going to continue to see this roller coaster but it is going up that's for sure but we are still going to have dips I think we're going to have to retest uh 315 we haven't hit 315 yet we haven't even really hit over 31 yet we had 30,900 900 in some change but um we are going to have to so the past couple months we've seen it go up mean we're talking about the past what's call it six months we've seen it go up and we've seen it hit you know um over 30 but we've never seen it past 315 and so what we see here is we see a lot of hype coming in from this Bitcoin so-called ETF that we think is going to happen finally eventually sooner or later maybe possibly um but if it doesn't then I think that we are in some deep trouble how much you think that one the hype for anticipating the Bitcoin ETF is pling into this cycle do you think that is sustainable and do you think that uh Bitcoin ETF is inevitable yes I think the be Bitcoin ETF is inevitable and the reason I believe that is because because the SEC did not appeal the grayscale case now that doesn't mean they approved it but it means that they didn't appeal grce scale winning against the SEC and so since gray scale has won it's laid out the the path for an ETF to come so if we know that that's possibly coming great uh Black Rock is going to be next up January 10th I believe it is the next sort of date that they have to make a decision I believe that's the day that they're going to decide to approve all the ETFs and when they do because the ETFs are going back having this language change constantly I think that that's going to start the the real bull market to sort of run off so our fear greed today is around 55 which is way higher than it's been in I I I want to say months honestly so we're actually um you know heading toward a little bit of the greed on the Spectrum um do you think that that's going to last I mean personally I feel that we're going to we're going to run sideways ways until way into the the new year um and we're not going to see any kind of real decision on the movement of Bitcoin until we have a Bitcoin ETF do you agree with me with that statement uh no I don't think so I think this little push that we have from that started by this fake ETF I think that the sentiment has in fact changed I believe that we got some institutional players that are in fact paying attention and I think they're starting to move into Bitcoin now and I think that's why this price is starting to run up the way that it is is because I don't think it's just retail guys I think this is starting some of the institutional money is flowing in so I think this move to 32 to 35 possibly maybe even 40 by the end of the year my friend very very hopeful 40 by the end of the year is my call I I think it can happen Okay so so you think and just to clarify you think that we're going to see a steady upward movement I think we're going to go sideways until we have a defini Advance on this by ETF basically what you're saying is people are knowing that this is going to happen it's inevitability and they're they want to get that Bitcoin early we're talking about hey you know what we went at 30 not when you know it goes uh this ETF goes live at 40 we went at 30 so we could stack our SATs that's what you're saying correct and then looking at the monthly chart of Bitcoin we are above the moving average it's closed above if it closed above this moving average with I think it will the next level is up over that so 40 is the the top part of the baller band so again people that aren't ta I'm not even a TA expert but that's what I see and and a good friend of M fos Swani thinks the same so I think that I'm a little bit more conservative than you are when it comes to investing I think you you would rather um especially when it comes to bitcoin um and I mean I don't know why I would be any more risk on with anything else but Bitcoin but um but I'm definitely a little bit more conservative my strategy now of course everybody's listening that whatever Paul says I say this is not Financial advice This Is Us shooting the about the price of Bitcoin uh but I personally have been telling people my strategy is I'm holding dry powder I'm going to wait for the Bitcoin ETF and then when it launches the day of the day after or something like that I know I'm going to miss a lot of some of that upward Mobility because um you know there's going to be hype there's going to be people aping into I think we're going to have see a big spike then a pull back and then maybe a steady up after that but I'm going to hold my dry powder until I know this Bitcoin ETF is um going to happen do you what do you think of that strategy and are you doing something different uh I think that strategy is I mean being listen there's there's nothing wrong with being conservative uh I think being conservative means that you're playing a lot safer it means that yes you won't see larger gains but that's okay you're still going to see gains I'm on the other side I don't mind being the early guy right I don't mind trying to to take that shot and get that Moon shot and so yeah I I'm playing DCA keep buying the dips right all throughout the dollar cost averaging yep dollar cost averaging throughout the rest of this year and and watch it watch it run I think right now you know I've been buying and I've been doing a little trading buying and selling when I get a little pop here there but I think 32 is the area where I might sell out and then let it come back down and then buy back in again and so I'm a swing Trader understood understood all right Paul thanks for coming on and talk about this and moving into some other news the year-to date returns of mining stocks that's Bitcoin mining stocks have outpaced bitcoin's rise this year year today of 84.6% the average return for the top 11 public mining companies this year is more than double than Bitcoin it's around 150% Marathon digital Holdings is sitting at around 12.6% while Cipher mining is leading the gains at around 356 per.
and remember Bitcoin miners were shutting down well looks like they're killing it the worldcoin foundation will soon pay orb operators who scan people into the world coin Network you know the orb there's this you know silver orb that scans your iris and then puts you into the world coin Network well instead of getting paid usdc stable coins for the jobs that they're doing they're going to get paid World tokens and the foundation expects to complete this transition by next month the foundation also told everybody an update on the world token circulating Supply which has reached around 1% reached 1% wa 1% of its total supply of 10 billion tokens of the approximately 134 million World issued 100 million were given as loans to market makers while 34 million have been distributed to users and orb operators in the form of Grants and now this is when my red flag goes off I know I know I'm skeptical I'm conservative when it comes to these things but this seems kind of shady you're paying people real stable you know money for for the most part usdc is linked to the dollar you know exactly how how much you're getting paid now you're giving them World tokens which is only 1% of the total Supply so there's a lot of dilution that could happen with this tokens that you're getting to get paid for this this is not a really adopted token so you're just basically printing money out of thin air and giving it to people for work that they're doing if I was an orb operator I would absolutely throw this damn orb away and say hell to the NW what do you think a major vulnerability has been identified in the Bitcoin lightning Network the vul ability referred to as replacement cycling attacks could potentially deize the security of funds flowing through the lightning Network theoretically it may allow sophisticated attackers to execute a transaction relay jamming attack and Target a crucial lightning Network component known as hash time lock contracts or htlc the objective of such an attack would be to disrupt the normal flow of transactions causing delays or preventing them from being processed as expected this could lead to potential risk of loss of funds within the Network's channels however there's no evidence that this happened over the past 10 months patches have been deployed across major lightning Network implementations however the developer who found this vulnerability has expressed reservations about the effectiveness of these mitigation efforts against more advanced forms of attack he then interestingly enough resigns he said that effective now I'm halting my involvement with the development of the lightning Network and its implementations including coordinating and handling security issues at the protocol level what the hell happened now let's get into those crypto prices here comes the money here we go money talks and the time is 10:37 a.m.
eastern standard time fear greed is at 55 which is technically neutral but it's really close to Greed Bitcoin sitting at $3,648 up 2.6% 24 or 8.5% in 7 etherum is at $1,676 up 2.8 and 24 or 5.6 and7 tellers number three binance is at 219 up 2.3% and 24 or 2.4 and 7 and xrp is at 52.9 cents up 2.1% and 24 or 6% in 7 running off the top 10 we have usdc salana which is at 2912 up 1.5% in 24 or 24.2% in 7even cardono number eight doge is number nine and Tron is 10 the total market cap is sitting at 1.15 trillion up 1.55% a Bitcoin dominance of 51.5 and a eth dominance of 17.3 and that was our show today I hope you had a great day I hope you have a great day and I will see you tomorrow and until then Happy huddling everyone
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