저자: ChamathPalihapitiya · 외국인
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결론: 차마스 팔리하피티야는 비트코인을 장기 헤지 자산으로 보유하며, 향후 10년 내 20만 달러까지 상승할 수 있다고 본다. 비트코인 보유 철학: 그는 비트코인을 135달러 때 투자했고 한때 유통량의 약 5%를 보유했다고 언급. 비트코인을 트레이딩이 아닌 포트폴리오의 약 1% 헤지(보험) 자산으로 본다. 가격 전망: 비트코인은 10만→15만→20만 달러로 갈 것이라고 주장하며, 기간은 5~10년 정도로 언급. 단기 가격 움직임에 집착하지 말라고 조언. 다른 암호화폐 평가: 이더리움 등 다른 코인이 비트코인을 위협하지 못한다고 봄. 시장 선두 자산에 이익이 집중된다는 논리(오바마케어 시 유나이티드헬스, 아이폰 시 애플 사례 인용). 리스크/조건: 중앙은행·정부 신뢰 약화가 비트코인 수요의 배경. 단기 변동성은 크다고 인정. 출연자 전망: 비트코인 장기 강세 지속, 다른 코인은 2등 자산에 그침.
다듬은 글
this will be the next bitcoin chamath palihapatia bold prediction bitcoin going to 200k soon as bitcoin surges cryptocurrency investors are looking for the next golden goose which will be exploding in value in 2021. will bitcoin remain as the ultimate champion or will it be dethroned is there enough potential in any other crypto to cross bitcoin let's go ahead and watch what chamath pala hapatia has to say about bitcoin and if any other cryptocurrency like ethereum xrp ada or dogecoin will challenge bitcoin for its position hey there and welcome to investing few is bitcoin going to hit 200k per coin in today's video i will break down with paulie hapatia's interviews about bitcoin price prediction new all coins that can possibly threaten bitcoin and future cryptocurrencies so without further ado let's get right into the video a huge fan of bitcoin if we talk about the billionaire and social capital ceo chamet palahaptia he has always been an ardent supporter of bitcoin he invested in bitcoin when it was worth 135 dollars only and at that time he invested a million dollars in buying bitcoins in fact at one time he owned five percent of the circulating bitcoins in the whole market but that is no longer the case he has always been in favor of the concept that bitcoin has not just been a trendsetter ushering in a wave of cryptocurrencies built on a decentralized peer-to-peer network it's also become the de facto standard for cryptocurrencies inspiring an ever-growing legion of followers and spin-offs in an old interview he highlights why bitcoin will be a massive hidden future and today we know his prediction was spot on as bitcoin is worth more than fifty nine thousand dollars so i'm a huge fan of bitcoin i mean i'm very very long bitcoin um people ask me you know on twitter i got into a long conversation with a guy over the weekend and you know he asked me what my favorite bitcoin companies were and i said no i said you know right now you just want to own the underlying commodity like google didn't choose to be in the usd you know us dollar business google is a business that's amazing that just happens to get paid in us dollars similarly i'd rather own bitcoin than try to find the onesie twozy guy at the edges right now now over the long history of time there will need to be on-ramps on-ramps and off-ramps and companies will be successful but in the short term owning that currency and allowing water to find its level particularly in the developing markets is huge and if you don't think that this thing is going to rip when brazil goes through a devaluation when the indian rupee continues to get crushed when you have all of this money trying to get in and out of these countries where there's massive you know political instability or monetary or financial instability you're being naive it doesn't matter what happens in the united states secret advice don't look at the price charat pala hapatia has always advised the investors that bitcoin's market cap will fluctuate constantly so don't look at the price because it is very volatile and just keep an open mind if you own bitcoin then don't fuss over these statistics as they change on a day-to-day basis and doing so will only lose you the ability to analyze things properly he advises all investors to stop looking at the price of bitcoin first of all uh i've always maintained and i would just tell you today as well that this is an instrument that you use as a hedge i don't think this is something that you trade and the more that people obsess and focus in my opinion at least on what the price action is the more that it will confound you the more it will frustrate you the more that it will look correlated to other assets but the reality is it's fundamentally not because it is underpinned by a set of beliefs that are completely orthogonal to the orthodoxy that runs the world today and it is completely the inverse of how the financial infrastructure of the world operates so from my perspective i still think that what i talked about sort of eight or nine years ago still holds which is as a one percent hedge in in our portfolio i think of this as the insurance policy i use to sleep soundly at night just in case the central banks and the governments of the world step on a land mine that will perform and so between now and then i just think the more people obsess about price action and the more that they want it to behave like a stock or a bond the more frustrated they're going to get they're going to find ways of connecting dots that don't exist it's just not what it is what is the next bitcoin in an interview when chamath was asked if he sees potential in any other crypto he answered quickly with a no saying that he is pro bitcoin and he thinks that for the time being bitcoin will stay as a champion no matter what well i was also curious so do you see merit and any of the other crypto assets uh in particular ethereum no you know it's kind of like when you have a bellwether instrument um the gains typically go to the winner so i'll use an equity example to make the case when obamacare passed there was going to be a clear tailwind to health insurance and you know you could have bought a basket of health insurers or you could have just bought united healthcare and the basket would have performed okay united healthcare 10x in the last 10 years if you believed in smartphones you could have bought a basket of things in 2010 when or 2008 uh or nine when the iphone first got released you could have bought um you know nokia and motorola and samsung and htc um or you could have just bought apple and apple frankly just crushed everybody else the point is that in any market when there is a clear winner it's not that these other things can't win but there's a weird psychological effect that almost drives these second and third tier winners which is a desire by people almost out of this sense of insecurity to not want to admit that there's a winner simply because they weren't the one to pick it first bitcoin future predictions in fact he is passionate that bitcoin will continue to explode and will eventually reach 100 150 and finally 200k per coin can you play the clip in 2012 and 13 when it was at 200 and everybody was laughing at me on cnbc every time i would talk about bitcoin where is it going it's probably going to 100 then 150 than 200 000.
in what period i don't know five years ten years but it's going there and the reason is because every time you see all of this stuff happening it just reminds you that wow our leaders are not as trustworthy and reliable as they used to be and so just in case we really do need to have some kind of you know insurance we can keep under our pillow that gives us some access to an uncorrelated hedge and it's going to eventually transition to something much more important but for right now you're just getting all these data points that prove this thing it's just the fabric of society is frayed and until we figure out how to make it better it's time to just have a little shmuck insurance on the side and everybody's running in it's just an incredible thing i could never have imagined it if we talk about chamath palahapatiya's point of view he sees undying potential in bitcoin he believes that the future of bitcoin is too bright to be dulled by any other cryptocurrency and it will continue to be a market ruler for quite some time as there is no competitor of its caliber so let's wait and watch what will be the future for other currencies in the crypto space and with that we come to the end of today's video what do you think about the chamath palahabita predictions about bitcoin and do you think bitcoin will ever reach 200k tell us in the comments thanks for watching
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