저자: BillMiller/진행자발언다수포함 · 외국인
요약 보기
영상 결론: 비트코인은 인플레이션 헤지이자 장기 성장 잠재력이 크다는 Bill Miller의 견해를 소개하며, Michael Burry의 대폭락 경고와 대비시켜 시청자에게 판단을 맡기는 구성이다. [Bill Miller의 비트코인 견해] 비트코인을 아마존 주식이 닷컴 버블 붕괴 때 보였던 신념에 비유했다. 공급이 제한된 디지털 금 성격이 있다고 본다. Miller는 기관 자금 유입과 대형 은행 참여로 비트코인 리스크가 낮아지고 있다고 주장했다. 엘살바도르 등 국가의 채택 확산을 근거로 든다. 인플레이션 환경(당시 약 5%)에서 금 대신 또는 금과 함께 쓸 수 있는 헤지 자산으로 제시했다. 코인베이스가 장기적으로 아마존급 기업이 될 수 있다고도 언급했다. 포트폴리오의 1% 정도 배분은 리스크가 크지 않다는 논리도 폈다. 10배·100배 상승 가능성과 0 수렴 가능성을 함께 언급했다. 아르헨티나 청중의 사례(반복된 화폐 붕괴)를 들어 정부 간섭을 피하는 자산으로서의 장점을 강조했다. [Michael Burry의 비판] Burry는 암호화폐 홍보 계정과 봇, 조작성 팔로워가 많다고 지적했다. 투기 규모가 역사상 최대 수준이라며 비트코인 대폭락을 경고했다. 영상은 그의 숏 방법까지 언급했다. [시장 전망] 단기 가격 목표나 구체적 기간은 제시되지 않았다. 영상은 'Bitcoin 10만 달러 도달 여부'를 제목으로 내세웠으나 명확한 근거 수치는 없다. [리스크 및 조건] 비트코인 가격이 극단적으로 변동할 수 있음을 인정하고, 소액 배분을 전제로 한 접근을 암시했다. 영상 말미에는 Howard Marks, Ray Dalio도 잠재력을 인정한다고 소개했다. [출연자 전망] Miller: 장기 상승 잠재력 긍정. Burry: 대폭락 경고(영상 내 인용).
다듬은 글
michael bury expects a huge bitcoin market crash bitcoin what bill miller thinks about bitcoin can it be can i go to a hundred thousand man like honestly i might have changed my mind on bitcoin a little bit i'm not gonna lie man bill miller might have changed my mind a little bit man he did an amazing interview with william green you have to check it out talks a lot about different topics like alibaba like valuations the economy a range of stuff but the bitcoin part was really eye-opening it kind of changed my view a little bit so let's get into this video let's talk about it man can bitcoin 10x will it be a hundred thousand by the end of this year what is bitcoin going to do and we're also going to talk about michael berry man michael bury is so against bitcoin it's crazy man he has everything to say against bitcoin man and it's just eye-opening so many different point of views of what's gonna happen how they see bitcoin what bitcoin's gonna do it's a lot of stuff man so let's get into this video bill miller is a legendary investor he beat the s p like 15 years in a row and that's kind of his claim to fame he made huge bets on amazon during before the whole tech bubble he doubled down on it he just crazy mindset he put in money in bitcoin before it was even bitcoin is the thing he put money in bitcoin before bitcoin became such a big thing it was at a hundred dollars he put it out like he doubled down at like 400 dollars man so he very contrarian investor he understands the different point of views that people have on different subjects on different companies and he's able just to see different things that's what i love about him that's why he changed my mind so we're gonna go over some of his best quotes concerning bitcoin right so let's get into the first one man i'm willing to go over this waterfall with this one too comparing his belief in bitcoin today to his faith in amazon stock when the dot com bubble burst and that's big man like if we really think about it understand what amazon did amazon went through a huge run-up man from like 2000 all this way to now amazon it was an amazing investment man so if that's how bitcoin's gonna be and react in the future man it's a huge bet and look what bitcoin is right at right now 61 000 man like it's going crazy bitcoin's going crazy but just have faith in the digital currency because it's like a different point of view especially when it comes to inflation and this is what bill miller said bitcoin is almost like gold now it's like the crypto version of gold but you can't just keep having a supply like the supply chain is different like it's a different dynamics with the supply and demand chain like you can't just mine gold like you can't just do like you can't just mine bitcoin there's a certain amount of bitcoin that he said and gold you can just keep producing more and more gold you can get different people to dig up gold and get gold but bitcoin is almost like a limited amount so the supply and demand chain is a little different when it comes to bitcoin which makes it amazing so we have that thing and then he says bitcoin is less risky at 43 at 43 000 compared to the at 300 because it is now established huge amounts of venture capital money has gone into it and all the big banks are getting involved so more people are getting involved with bitcoin more people are adapting to bitcoin it's becoming less risky because there's no risk of it becoming like out of sight out of mind becoming this like kind of lost cause because more economies are adapting to it this economy is adapting saying yes we're taking bitcoin like el salvador is taking bitcoin now and just different countries are adapting to bitcoin and they're gonna and he's basically saying this is a trend this is not gonna stop now it's just the very beginning so as bitcoin becomes more adapted into society it becomes less risky not more risky because the price is going up which is actually when you think about it makes a lot of sense especially what you see is going on in this economy right now as inflation is going it's at the highest point it's like five percent and the government still says it's transitory like oh don't worry about inflation is nothing like who cares about inflation but people are seeing the opposite point of view of this and like no inflation is going crazy and bitcoin is a perfect hedge to um inflation instead of using gold like use bitcoin instead of ethereum use something like that and it's a better chance of surviving and if you want to make your hedge bet against like maybe you don't know if it's gonna be bitcoin ethereum or dodge coin whatever you can just invest in coinbase and he said coinbase can be a company like amazon in the future and that's what bill miller is saying man so he's saying it can rival a company like tesla make a huge run up like tesla and honestly even if you don't believe in bitcoin why he's just like why not just invest like one percent into bitcoin even if you're just not sure of it you just don't know it can go to zero or you can make 100x on your investment or 10x on your investment so it's not that risky when you think about it in that picture which i love that concept like bitcoin has so much future potential it can go like 10x from just this price right now 61 000 you can go with 10x 100x so you have all that profit or it can just go down to zero which when you think about it and you only have a one percent bet at your overall portfolio it's not that risky when you think of it like that so that just makes a lot of sense and he also talked about in this interview he had some guy come to the conference and he was from argentina and this guy from argentina was talking about how the government has killed their the currencies like three or four times throughout 150 year history of his family living in argentina right so he was saying that like they're tired of the currency as it's getting deflated as it's like coming out of like hyperinflation just the currency is just going to shambles right so he's just saying invest in bitcoin a more stable kind of like asset value so it doesn't go through the government can't touch it it has the blockchain um it has blockchain people can't really touch it they can't screw around with it there's a limited supply like bitcoin is the safety net from all that government interference with the currency and when you think about it i'm just like damn like that makes so much sense so it's just like almost like a nice hedge against what's happening in the economy right now when you see no one wants to work you're seeing supply chain issues you're seeing hyperinflation inflation going crazy the highest it's ever been in like what four or five decades like holy crow there's so much to talk about with this so you can understand why bitcoin has so much possibilities man so what do you think about bitcoin and then we're going to look at the opposite point of view someone like michael bury talking about bitcoin like what is bitcoin like bitcoin is going to trash he's finding ways to actually short bitcoin michael bury like that's what he's going against so look at michael burger man crypto membots and pumpers reply to big accounts and huge numbers for the promotion he's saying bitcoins a promotion deleting tweets knock it back going private allows tools to discourage them but it's breathtaking this religion of real and fake people the speculation probably tops anything in history and that's what he's saying like he's like this is all speculation no one understands bitcoin and what bitcoin can be it's gonna go it's gonna tumble he's telling people how to short bitcoin so you just see the opposite point of views on this topic and it all depends on what you're looking at man because michael bury expects a huge bitcoin market crash but bill murray howard marks ray dalio kind of say like no there's potential for bitcoin here it's not all about that like it's a huge hedge against what's happening in the world right now so guys tell me what you think about this who's right are you invested in bitcoin are you like are you gonna buy bitcoin did you change did you have your mind changed about bitcoin over in the past like months two months three months whatever it is man leave your comment down below tell me what you think like this video subscribe to my channel and i got back to you in the next video peace
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