저자: 미상 · 외국인
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레이 달리오의 비트코인 태도 변화를 계기로 비트코인이 자산군으로 자리잡는다는 주장. ETF 유입이 공급을 줄이고(거래소 비트코인 25% 감소, 현물 ETF AUM 약 370억 달러 vs 금 ETF 930억 달러), 2024년 안에 10만 달러, 장기적으로 1,000만 달러 도달을 전망. 마이크로스트래티지의 S&P500 편입으로 지수 투자자도 간접 노출된다고 주장. 은행 커스터디 규제 완화 등 촉매 언급. 다만 발언 중 달리오의 '비트코인 성공 인정'과 'ETF 매수 지속' 등은 근거 자료가 과장되거나 단정적임.
다듬은 글
What made Ray Dallio, a longtime skeptic, finally admit to Bitcoin success? Well, the answer might change how you and the world view their portfolios, investments, and money forever. We're going to break down Dalio's move from doubter to believer. Why Michael Sailor and Lawrence Leard see $10 million Bitcoin as inevitable.
And stay until the finish. We're going to reveal why Bitcoin is about to be in everyone's portfolio and a lot sooner than you think. And it's not the ETFs. We got a lot to cover. Let's get it. You guys are actually bought any Bitcoin, but I certainly know that you're interested in it. We've certainly I have some Bitcoin.
I think Bitcoin's greatest risk is its success because as it becomes more right now it's not such a big deal. Um and you know fighting it is more of a big deal. Um, and that's that's it because it's not that big a deal. Um, as it becomes a bigger deal and more of a threat. Let's say people want to sell their bonds and they want to buy Bitcoin.
Um, and they want to do that in a bigger way like buying gold or something in a bigger way. Um, and then there's more transaction. They lose control over that. And that's an existential risk. Uh uh curious crypto curious. Okay. Where where where has anything changed for you in um uh yeah just everybody?
Let me state what I believe about crypto with um Bitcoin and what I've you know pretty much uh always been I think it's been you know quite amazing that for 12 years it's accomplished this but I think it has no relation to anything. Okay. In other words it moves. It has no relation. It's a tiny thing that gets a disproportionate attention.
You know, the value of crypto cryp uh Bitcoin is less than a third of the value of Microsoft stock. You could go into industries biotech and many other industries are more interesting than Bitcoin. It's not going to be an effective money. It's not an effective storehold of wealth. It's not an effective medium of exchange.
But we are in a world in which money as we know it is in jeopardy, right? We are printing too much. And it's not just the United States, all the reserve currencies, the what's going on in Euroland, what's going on in yen. And so in that world, the question is what is money and how's that going to operate?
If you want to buy gold, you buy Bitcoin. There are two purposes of money. A medium of exchange and a storehold of wealth. And Bitcoin is not effective in either of those cases. Now, store of wealth, store of no because potentially um it's for it's too volatile. So, as we can go through the past, we see that Dalio definitely was not a believer.
He seems to favor gold, things of this nature. And that was what Larry think, Black Rockck, a lot of people did. But then something happened enters Giga Chad. Now, at first when the Micro Strategy CEO got in there, everyone was like, "What is this guy doing? He's betting his whole life on a bunch of pet rocks.
This dude's gonna go bankrupt. He's going to destroy his company. What is he thinking? You got to get yourself together. This is what are you, a girl or something? And I'm sure Ray Dallio was in that mix. But then Michael Sailor and Micro Strategy started winning in a major way. Bitcoin is an asset class and and that's a major revolution.
If Fidelity and Black Rockck and and if 10 other ETF issuers all agree that that Bitcoin is an asset class, right, it it it should be 10x to 100x bigger than it is right now. Heat. Heat. The world took notice and then the turns tabled. The world, the investors, everyone started saying, "Why aren't you investing in Bitcoin?
We want Bitcoin." Hey, Larry Frink, why can't we get an ETF? Get it done. Ray Dalio, why aren't you investing in Bitcoin? What's wrong with you? You got to get yourself together. This is what are you a girl or something? Yeah, right. And then Ray Dalio's like, "No, I ain't no girl. I'm a man." Check this out.
Well, the evolution of Bitcoin over the years is one of the things that has um in influence changes in my view. Um it has proven itself um something like 10 11 years ago. Imagine the programming of this. And here's the you throw it out and that's the idea. It has not been hacked. It has um um operated it is built.
It has come an amazing way um over that 11 years to be um maybe the most excited topic among a lot of people. um and has been used and and is now um has obtained you know the status of having imputed value. At the same time it is one of those assets that is an alternative money. I think we're entering an era where um there's going to be a competition of monies um because of the printing of fiat money um and the depreciated value.
There will be a competition of monies um and Bitcoin is part of that competition. I think a major part is that Ray Dalio has figured out Sailor Frink the guys they got it right. Bitcoin is flipping gold. that's in that process that people will flee to the harder money, especially with the current geopolitical and uncertainty around the world.
But currently, guys, the dynamics are insanely bullish for Bitcoin. There is now 25% less Bitcoin on exchanges than there was before the 2020 bull cycle. Demand keeps increasing because of the ETFs and accounting rule changes with Fazby. Two of the three things Michael Sailor said would send Bitcoin to 10 million.
And with Odalio, maybe he's been just taking in all the Michael Sailor and Lawrence Leard podcast. Maybe he got into some Ricky Selenas. Shout outs to Ricky here. Why should you buy Bitcoin? Because they can't make any more of it. You can't inflate the supply. You can't debase it. You're not living at the whims of some scenile person in a government office.
No, that stuff that's like that's like the telegraph. Your politics are extinct. They don't matter anymore. This is Hax's revenge. Don't believe me? Well, the numbers in the eye in the sky, they never lie. Check this out. Bitcoin ETFs closing in on gold for assets under management. It's only been a month.
37 billion for Bitcoin, 93 billion for gold. So, about 2, 3 months, looks like gold ETFs are going to be flipped by Bitcoin. Peter Schiff is just in disbelief. Someone check on that guy. And Dalio definitely a Cantalon guy. He milked the system. What are your thoughts on Ray Dalio in the first place?
Well, firstly for Ray Dalio, congratulations on an incredible uh career, sir. Uh you successfully melt the Fiat system to its absolute. Uh you're going out on top. You had a plus 30% year last year and you just the system perfectly. Okay, so great job Ray Dallio. You the system better than any of us fiat traders have ever [ __ ] the system.
So congrats and the audacity. And that's another thing. He was like, "At least we were in secret living off this stuff. Now we got all the clown brigade central bankers out telling everyone the scam and Ponzi scheme they're running, which is why Bitcoin is going to go to 100K, then a million, and then 10 million." ETFs are actually buying more and more.
And this this is not surprising to us. I mean, you know, there's there's a bunch of RAIA money. There's u, you know, trillions, somewhere between 40 and 100 trillion of RA money that could not access Bitcoin before. I mean, they could if they were going to buy GBTC, but that was a little too esoteric for people to do it.
So, so as a result, they um what they did was they they sat on their money on their hands and now of course they can buy it and so they're starting to slowly but surely educate their clients. Yeah, I love this chart. Isn't this great? I just love it. Right. Thousands of thou that Black Rockck hit 100.
They're about to hit 100,000 Bitcoin. You know how long it took Micro Strategy to do that? Yeah. Oh, I know. Right. Exactly. I mean, well, and and here's the other thing that's very interesting to me. I mean, I saw this I saw a great um tweet the other day that said something along the lines of, you know, the the ETFs, the nine ETFs now own 1% of um you know, the total available Bitcoin outstanding and it was 210,000, right?
And um you know, gosh, I mean, in in that buying of 1%, what do we go before the ETF was we 38 40ish? I mean, you know, they bought 1% they and it shoved it up, you know, 10 grand. I mean, that's impressive, right? you know, so what happens and and they're just going to keep coming. They're just going to keep coming.
So, you know, and I mean, the sovereign wealth guys are going to buy it. I went to uh uh I went to Dubai uh about a week or two ago for this thing called Satoshi's Round Table, which was interesting, although there were a lot of [ __ ] corners there. But there also a lot of um wealthy Arab, you know, um oil related guys there.
And you know, wait until these guys really figure out that this is better than gold. I mean, some of them have, but I mean, there's just so many big big pools of money. Um, and once they, you know, there's just not enough of this stuff to go around. And so, I'm beginning to think Samson's maybe he's on to something here.
I mean, maybe we do go to a million dollars on this run. You know, I I I certainly, you know, 100,000 feels like a no-brainer. Shout outs to the great Max Kaiser. Stocks are setting up for another 1987 style crash. There's a lot of things mirroring like 87, the dot crash, '08 crash. There's a lot of data.
All these crashes kind of lead up and they have a certain now it's just the gravity of how severe will the money printing be. That's what really determines the ceiling. But at the end of the day, we know how it ends with Bitcoin emerging triumphant as the ultimate safe haven. Money is already fleeing the gold ETFs and pouring into the Bitcoin ETFs.
This is the great transition. This is the great flipping. You know what lies ahead of us, ladies and gentlemen? To the Bitcoiners. Maybe to you, you haven't crossed the threshold yet. You haven't dove in. Well, if you do, you know what awaits us on the other side? Immortality. It's yours. Take it. Immortality.
Take it. It's your You don't You I don't think you understand the gravity of the situation with the supply squeeze, the ETFs. This accumulation is crazy. Bitcoin is already the fastest asset in history to reach a trillion dollar market cap. It took 12 years. And these things are going to build and escalate.
Bigger numbers bring bigger numbers. the next trillion will come a lot faster and then the next two trillion will come faster then the next 5 trillion will come faster. This is what happens and it's going to happen a lot faster than many people think. The arc is there. All you have to do is get on board.
I mean Ray Dalio basically lays out right here what is happening at the current moment. Fiat currencies are collapsing. That's why Bitcoin's hit an all-time high over the past year and about 12 other currencies. And they're going to it's like dominoes one by one. the dollar probably be the last one unless something happens with bricks and they do some sort of commoditybacked hardbacked currency or something that may delay that one.
But if you want to escape that, you want to protect yourself from that and and and these inept central planners stealing from you through inflation, you buy Bitcoin. Now, let's get to it. We are going to 10 million again. The three catalysts we had spot bitcoin ETFs, those are just going crazy. Fair value accounting came before that.
And now we got the banks. The ABA are using the success of the ETFs and rules regarding who can custody them as a basis for some requested changes. Quote, "It is practically impossible for banks to serve as custodian for those ETFs at scale due to their tier one capital ratio and other reserve and capital requirements.
If the ABA are successful, this would fulfill the triad of bullish catalysts outlined by Sailor years ago. We will continue to be monitoring. And yes, the banks are really getting Bitcoin FOMO right now. Someone just busted the window out of your airplane. The oxygen mass dropped. The p the pressure is going out of the cabin.
Do you just sit there and suffocate to death or you just just put the damn mask on? It's staring you in the face. Don't be a loser. Bitcoin is the winning strategy. you know, as major banks are getting FOMO and then we also have Coinbase not allowing self-custody wallets to transact with the platform.
It's time to make sure you get your Bitcoin off of exchanges before it gets 6102. Or if you're just getting started and want to make sure you're doing things the right way and not AYCing everything, doxing yourself using Coinbase and other platforms that are not true to the Bitcoin ethos, we got just the guys that can get you covered.
Hey, Simply Bitcoin originals are powered by the Bitcoin way. basically your IT team in the Bitcoin world. And we at Simply Bitcoin, we tend to deliver to you the why Bitcoin. Every day we bash you over the head with it. But at the Bitcoin way, what they're here to do is to help you go from understanding why you need Bitcoin to how to use Bitcoin, how to purchase it, how to stay secure, and how to use the best practices from the basics of wallet and node setup all the way to accepting Bitcoin payments and inheritance planning.
Whatever your Bitcoin needs, they've got you covered and they'll hold your hand through the process. If you're looking to get started, you can book a free 30-minute call using that link below. Reminder, ladies and gentlemen, the having is not priced in. It's never priced in and the dynamics are crazier than ever.
This is extremely bullish. Don't get caught with your pants down. This is going to be the most immaculate bull run in Bitcoin's history. Now, ladies and gentlemen, let's get to the big reveal. Okay, so how is Bitcoin going to be in like everyone's portfolio a lot sooner than you think? Well, Micro Strategy, as we've been talking about a long time, has been outperforming most of basically everything.
It even outperformed Bitcoin since they started making their major play. But what does that mean? Well, Micro Strategy is about to enter the S&P 500, which means that anyone that is allocated to the S&P 500 will be indirectly allocated to Bitcoin. That means grandma, grandpa, Auntie Carlen, everybody with exposure to the S&P 500 will have exposure to Bitcoin and through one of the most based companies in the environment with some major conviction.
Reminder, ladies and gentlemen, Bitcoin is the exit strategy. Dalio says he'd rather own Bitcoin than a bond. There's 100 trillion in bonds. That was a big statement that he made just a week ago, right? Corporate treasuries are holding bonds as people rotate bonds and cash into Bitcoin. Price discovery will return to bonds and that means that you can buy an annuity for a fair price and that's good for the world.
It would be good to be able to buy a bond that had a good annuity stream. I think the price discovery will return to stocks and you'll be able to buy a stock that pays a decent dividend that's less risky and that will be good for the world. I think that you'll be able to buy if we if we're able if we demonetize residential real estate, you'll be able to buy a house at half the price that's twice as good.
That'll be good to the world. And so I think that the virtuous cycle is Bitcoin is demonetizing gold. Your jewelry will be twice as good, half as expensive. Is demonetizing real estate. Your house will be twice as big, half as expensive. is demonetizing debt. You will be able to buy an annuity that yields 8% interest with no risk.
Is demonetizing equity and ETFs. You'll be able to invest in a company and not pay 50 times revenue and take a risk. You'll be able to invest reasonably. And so, Bitcoin fixes everything. And it fixes and and if you wish to make a political statement, the political statement would be it fixes governments because as it fixes everything else, governments act rationally.
And right now you can see governments acting rationally, right? In weak countries, their currency collapses to zero and they have to adopt a new currency. Right now they're adopting the dollar. I see a world where 8 billion people have a mobile device and they have a digital wallet and they have a current a digital currency like a dollar or a euro and then they have a digital asset Bitcoin and Bitcoin links together 8 billion people links together 100 million companies.
It synchronizes the world across political jurisdiction and it returns rationality to the entire financial system and it returns freedom and property rights to the human race. Now the road to 10 million that may take us until 2030. But what if I told you Bitcoin could hit six figures 100k blow past its all-time high in just two months.
And not just that, Samson Mau thinks Bitcoin will finish this year at a million. Don't miss that. I'll catch you all next time. Peace. If you prefer to go down with the ship, [ __ ] you.
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