저자: AllinCrypto진행자 · 외국인
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결론: 영상은 파월 연설과 Fed 토큰화 보고서를 근거로 암호화폐·링크(LINK) 강세와 금리 인상 가능성을 강조하는 시장 업데이트다. 연준(파월) 연설: 금리를 점진적으로 올릴 준비가 되어 있으며, 인플레이션이 2%로 지속 하락할 확신이 들 때까지 제한적 수준을 유지한다는 입장으로 해석. 진행자는 올해 추가 금리 인상 가능성을 언급하고, 2024년 인하 폭은 약 50bp 수준으로 예상. 2026년 인플레이션 2% 도달 전망은 의문을 표시. 연준 토큰화 보고서: 토큰화가 디지털 자산 시장과 전통 금융을 연결해 변동성이 전이될 수 있다는 금융안정 리스크를 지적. JP Morgan 보고서: 영국 무역의 디지털화가 진행 중이라는 내용을 소개하며 모든 자산의 토큰화 흐름을 강조. 체인링크(LINK): 2018년부터 지지해 왔다고 하며, 약 500일간 횡보 박스권 돌파 시 큰 상승을 기대. 달러 강세 흐름이 함께 언급됨. 엔비디아·주식시장: 주식시장은 하락 마감 후 상승 채널 속 조정 가능성을 언급하고, 약 10개월간 강세장을 주장해 왔다고 함. 30주 이동평균 지지 여부를 관찰 포인트로 제시. 원자재: 천연가스·원유 강세 가능성을 언급하며 원유 배럴당 100달러 가능성을 거론. 규제 리스크: 게리 겐슬러 SEC 위원장의 발언을 소개. 진행자는 투자 사기 피해 사례를 인정하면서도 기술 혁명의 일부라고 주장. 알트코인: 최근 일부 알트코인이 단기간 크게 올랐다고 언급하며 저변동성 이후 급등 가능성을 강조. 유료 후원(패트리온) 및 조기 공개 인터뷰 홍보가 포함됨.
다듬은 글
welcome back ladies and gentlemen for another YouTube video all in crypto here and today we're going to be delivering another daily cryptocurrency market update and guys currency space and also the market one we're going to start things off with looking at Jerome Pal's speech yesterday bit of forward guidance there I do think he was very hawkish um and then we are staying on the topic of the Fed going to be looking at a document that they published called tokenization um an overview and financial stability implications very very interesting article I'll do a full write up on this over all in crypto.com JP Morgan also released something the other day titled the digitalization of trade is underway in the UK stay tuned and then we're going to be looking um at Larry thinkink actually attending Sergey nazarov who's a CEO and co-founder of chain link speech um over in I think they're in Spain right now um which is a big big deal you know he was Center Stage uh and then of course we're going to be looking at some um price action some charts and then we'll finish things off on a bit of a low note with Gary Gensler um don't you just love waking up to your some of your altcoins being up 50% you know overnight we've actually had some pretty big moves in some of our altcoins that we have in our portfolio one was actually up 50% at one point it's round about 30% up uh currently and this is what happens when you have very low volatility you know volatility is very low you can get a very big move off of it if you want to find out what we're buying where we're buying please do consider becoming a patreon we do genuinely believe certainly we sheltered a lot of people from the storm that was 2022 that 2023 is going to set us up for the rest of our lives and we've accumulated accordingly and you can find out what where and by becoming a patreon and also get access to courses and exclusive content we've got two early release interviews out there um that are coming out in the next week or so so do consider checking out the patreon so let's get into it all guys yesterday of course you had J pal speech the stock market closed down on the back end of it crypto is showing some relative strength against the likes of the what do we got here this is gold the stock market you know it's kind of bouncing a little bit in perhaps a bit of a a descending pattern which could lead to a a pop to the upside the stock market of course closed down S&P which we think we've looked at the scenario it could take a longer rest come down and find that and and you know kiss that 30 uh weekly moving average um or it could just you know continue to go this is a a bull environment and we have been one of the only channels not just on crypto but when it comes to the stock market that's been calling bull now for the past nearly 10 months um we are just waiting you know very much for crypto to set up the dollar saw a bit of a bit of a nice time at off what Jerome pal said um and what we're going to do is we're going to go and and take a quick look at the clip um of him talking about forward guidance for R hikes they've very much reiterated they're going to play it by air and he was a hawk there there's no way he can be a dove in this kind of a you know uh where they're currently at with inflation doing what it's doing and it's definitely raising its head you know Nat gas looks like it wants to run oil very strong you know you could see potentially a $10000 barrel um crude again um you know so we'll dive into that I did expect them not to raise rates I don't think that was a hard call however um I do think that there's definitely the potential for another rate heke between now and the end of the year um and then he sort of adjusted you know them cutting rates in 2024 by about 50 basis points in regards to not three rate hikes maybe two um and then uh moving forwards I think they're expecting inflation to come down to 2% by 2026 which I don't personally I don't know where they get these estimates from but you know that's the Federal Reserve let's dive into the clip of Dr own pal just a quick one and then we'll continue on with the video most likely scenario going forward if the economy evolves as projected the median participant projects at the appropriate level of the federal funds rate will be 5.6% at the end of this year 5.1% at the end of 2024 and 3.9% at the end of 2025 compared with our June summary of economic projections the median projection is unrevised for the end of this year but has moved up by a half percentage point at the end of the next two years these projection projections of course are not a committee's decision or plan if the economy does not evolve as projected the path of policy will adjust as appropriate to Foster our maximum employment and price stability goals we will continue to make our decisions meeting by meeting based on the totality of the incoming data and their implications for the outlook for economic activity and inflation as well as the balance of risks given how far we have come we are in a position to proceed carefully as we assess the incoming data and the evolving Outlook and risks real interest rates now are well above mainstream estimates of the neutral policy rate but we are mindful of the inherent uncertainties in precisely gauging The Stance of policy we're prepared to raise rates further if appropriate and we intend to hold policy at a restrictive level until we're confident that inflation is moving down sustainably toward our objective in determining the extent of additional policy firming that may be appropriate to return inflation to 2% over time the committee will take into account the cumulative tightening of monetary policy the lags with which monetary sub policy affects economic activity and inflation and economic and financial developments we remain committed to Bringing inflation back down to our 2% goal and to keeping longer-term inflation expect ations well anchored reducing inflation is likely to require a period of below Trend growth and some softening of labor market conditions we'll leave that there it's a lot of what we've already heard um but I guess it's good to sort of recap and and he's giving forward guidance which is that you know inflation still an issue um you can see the potential for higher rate hikes you know and and I think that's very much I think that was a given um I now want to move on actually to a p that was published by the fed this month that most people haven't even seen uh called tokenization overview and financial stability implications if we go over to the actual paper that we'll leave a link to in the description make sure you guys go and check out Allin crypto.com um because we will do a full write up on this a breakdown a summary um including the charts that they give etc etc but just to read the abstract very quickly it says in this paper we outlined tokenization which is a new and rapidly growing Financial innovation in crypto asset markets and we discuss potential benefits and financial stability implications tokenization refers to the process of constructing digital representations crypto tokens for non- crypto assets uh reference assets as we discuss below tokenization it creates interconnections between the digital asset ecosystem and the traditional Financial system at sufficient scale tokenized assets could transmit volatility from crypto asset markets to markets for the crypto tokens uh referrence asset the tokenization of everything ladies and gentlemen is here um this was from JP Morgan I posted this over on my Twitter if you guys aren't following me on Twitter guys head over to atre Allin crypto.com we drop so much information on Twitter um this was from JP Morgan that I saw earlier the digitalization of trade is underway in the UK you're at this inflection point and this is our Twitter guys um constantly publishing so much stuff um you know you're at this kind of inflection point for the world for for markets every single thing is going to be tokenized um and the reason being is because it makes markets simply more efficient yesterday you actually had Larry thinkink who's here attending Sergey nazarov's um speech about chain link and ccip we have been championing link since 2018 when it hit the market and right now we're championing it um once more we're seeing a little bit of dollar strength coming at the moment it's going to be interesting to see how that works out but this is chain link and it has been now consolidating for 500 Days in this range we'll do a full video on the release schedule which I think puts people off chain link but you see when this sucker breaks oh my goodness I want to be I want to I want to have my bags packed for when that takes place um the last last little thing I think I want to leave love and leave you guys on is a clip of Gensler actually talking about regulations again he is going to be a b out Bonnet unfortunately um until um you know there's some sort of clarity here I spoke with a guy called Jesse White side yesterday about herir um and actually all companies right now are looking to integrate DLT distributed Ledger technology um the only thing stopping them is regulations that's the only once regulation approval is done the floodgates open and it's full send uh quite literally let's play this clip of genser and then I'm going to love and leave you the Securities laws apply to crypto security tokens and there's nothing incompatible with those tokens with the Securities laws investors still benefit from disclosure and investors get to choose based on that disclosure investors benefit from laws against fraud and manipulation and and other um conflicts in the markets and we've just seen so many people hurt and lost their money hoping for a better future and there's so many husters and fraudsters in this field the you know I I don't like Gary genser one bit um but I do agree with him that a lot of people have been hurt including a personal friend of mine that just had a a metam mask wipe for 100k you know uh literally last week um around about the same time Mark Cuban did so many people have been hurt by this space um and and how do we sort of you know how how can I I don't know you know I do do genuinely think that there's a lot of people that's been hurt I've invested in many many pump and dumps uh over my years and and and just outright scams um and seen so many of them you know I had a lot of friends that were into bit connect um but I think this is a part of you know any technological Revolution and I don't think it makes it right and I don't think it offers any kind of solitude to or condolences to to people that have been hurt by this space and it's weird that I find myself agreeing with Gary in the sense that a lot of people have been hurt in the pursuit of trying to better their lives and I do genely feel including myself um you know sorry about that but this is a part of any technological Revolution you got to be in it to win it um and ultimately you know there is going to be lives changed with what's coming guys I'm going to love and leave you on that note hopefully you've enjoyed the content if you have a like comment is always appreciated share this content around guys you don't get any sort of quality content like this on YouTube at all the caliber and the bar is set very low in the next
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