저자: TheAnalyst · 외국인
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결론: 다이먼 발언이 비트코인 강세장을 끝냈다기보다는 JP모건의 자체 토큰화 플랫폼과 경쟁 관계에서 나온 것일 가능성이 있으며, 비트코인 오디널스(BRC-20) 관련 토큰은 단기 변동성이 크다는 견해. 다이먼 발언: 제이미 다이먼(JP모건 CEO)은 의회 청문회에서 암호화폐가 범죄 목적 외에 실질적 용도가 거의 없으며 정부라면 폐쇄했을 것이라고 발언했다. 화자는 이를 강세장 종료 신호로 보기는 어렵다고 판단. JP모건 전략: JP모건은 자체 블록체인 플랫폼 Onyx를 출시해 실물자산을 토큰화하려 하고 있어, 암호화폐 시장과 경쟁하려는 의도가 있다고 해석. 과거 기관 고객에게 비트코인 펀드 접근권을 제공했다는 점도 언급. 토큰화 증권: Onyx, INX 등 거래소의 토큰화 증권을 향후 다룰 예정이며, 해당 시장이 수년 내 1조 달러 시가총액에 이를 수 있다고 전망. 오디널스 개요: 오디널스는 비트코인 네트워크에 텍스트·이미지 등을 저장하는 NFT 방식으로, 마이클 세일러(마이크로스트래티지 CEO)와 일론 머스크가 이를 띄웠다고 설명. 리스크 및 규제 논란: 과거 비트코인 코어 개발자가 오디널스 제거를 주장했으나, 비트코인 코드 변경은 합의 절차가 필요해 실현 가능성이 낮다고 화자는 평가. 단, 이 주장으로 24시간 내 가격이 하락한 적이 있음. 수익 구조: 화자는 채굴자, 거래소, NFT 보유자(본인 포함)가 이득을 본다고 주장하며, 본인이 ORDI·SATS·TRAC을 보유 중이라고 밝힘. 가격 언급: 최근 한 달간 ORDI 600% 이상, SATS 약 178%, TRAC 600% 상승을 언급하며, 이들 토큰이 비트코인 가격과 연동되어 움직인다고 설명. 비트코인 50,000~70,000달러 도달 시 가격에 대한 시청자 의견을 요청. 기술 발전 기대: DIY, STX, Sovereign 등 비트코인 생태계 개선과 2계층 솔루션으로 네트워크 혼잡과 거래비용 문제가 완화될 것이라고 전망. TRAC은 BRC-20 등 오디널스 관련 프로토콜을 추적·접근하는 탈중앙화 시스템을 목표로 한다고 설명. 경쟁 전망: 오디널스 생태계가 스마트 계약 영역에서 이더리움의 강력한 경쟁자가 될 수 있다는 기대를 밝힘.
다듬은 글
I've always been deeply opposed to crypto Bitcoin Etc you pointed out the only true use case for it is criminals drug traffickers anti-money Laing tax avoidance and that is a use case uh because it is somewhat Anonymous not fully and because you can move money instantaneously and because it doesn't go through as you mentioned all these systems have built up over many years know your customer sanctions ofac it's they can get bypass all of that I if I was the governments I'd close it down that was Jamie Diamond and S big Banks testifying before Congress on oversight a Wall Street firms hearing if you did not already know Jamie Diamond is the CEO of JP Morgan one of the world's largest financial institutions in the world currently valued and more than $400 billion what do you guys think about this statement from Diamond has he just ended the cryptocurrency bull market well maybe but I think that is unlikely but before I tell you why keep this statement in mind do not listen to what they say look at what they do because JP Morgan recently launched your own blockchain platform CAU Onyx to bridge real world assets so that they could be tokenized and put on your own blockchain essentially his firm wants to compete with the cryptocurrency market so when he puts out a statement downplaying the market well that might be one of the reasons and in the past coindesk a Crypton news source stated back in 2021 that JP Morgan offered institutional clients access to bitcoin through two different funds custodi by crypto Company New York dig that have raised a combined total of nearly 45 million dollar yes absolutely insane now here on this channel I'll be discussing tokenized Securities from exchanges like Onyx and INX so make sure you guys are subscribed and I think that market is in its infancy where I could see it reached a total market cap valuation past 1 trillion within the next few years and you heard it here so stay tuned on this channel now the focus of today is the topic of Bitcoin ordinal which is a fancy way of saying nfts it is a new way to store text images and other data on the Bitcoin Network ordinals are an artificial add-on to the Bitcoin Network Michael sailor CEO of micro strategy as well as Elon Musk has helped talk up this technology now there were ramblings via Twitter from an old Bitcoin core developer about these nfts needing to be removed and stopped but well I am here to tell you guys that the rumor is highly unlikely as changing Bitcoin code would have to go through consensus and right now these ordinals that are spamming the chain are benefiting both miners crypto exchanges and holders of these nfts including myself as I own or SATs and tracks now ordinal did take a hit within the past 24 hours in the market due to these Twitter ramblings which is usual as cryptos are generally volatile but with improvements on the Bitcoin ecosystem with DIY like STX or Sovereign just to name a few and possibly second layer Solutions or chains to Bitcoin in the future that are likely to come out the amount of innovation will help to make the Bitcoin Network less congestible spammy scalable and reduce overall transaction costs as far as price predictions for these nfts go well if we look at those specific projects we will start with or already up more than 600% for the month and we have sets up about 178% % during that same period and lastly tracks up 600% my goodness these nfts simply mirror Bitcoin options and extrapolating this data they clearly move along with the price of Bitcoin which in turn is in an upward direction as we speak and volatility is no stranger to nfts at all so I'll let you guys come up with your own determination of what you think your price will be when Bitcoin reaches 50 ,000 and $70,000 in the comment section now those are just a few ordinals that I have named there are many many more like rats Pepe and even Meme and eventually as these projects get established communities and liquidity under your belt don't be surprised to see use cases buil around them as we are currently seeing with tracks for example tracks aims to provide a decentralized system to track and access ordinal related protocols such as brc2 which is the Bitcoin standard for creating a contract on the Bitcoin Network similarly to erc20 that most of you guys have heard of already and trackx also wants to get into the SATs domain Nam space Arena as well but that is all I have for the analyst news let us know what you think about ordinals and what type of use cases are possible hey this thing might end up growing and becoming a stronger competitor to ethereum in the smart contract Arena and I'll end it right there have a great day
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