저자: RossGerber · 외국인
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Kevin 진행 인터뷰로, 로스 거버는 테슬라를 에너지·운송 혁신 기업으로 장기 낙관하며 비트코인은 통화 헤지 수단으로 보고 기관 수요 유입을 근거로 가격 상승을 전망함. 다만 고위험 자산이라 분산투자를 강조. 기관용 비트코인 상품 출시 준비 중이라고 언급하고 10만~15만 달러 가능성을 거론. 비트코인 소멸 가능성은 낮다고 봄. 발화 시점은 2021년 5월 이전으로 추정.
다듬은 글
hey everyone we kevin here the clips you're about to see were filmed on march 1st which is really when tesla just kind of started slightly going down and bitcoin was getting ready to hit all-time highs take a listen to some of these warnings from ross gerber he gives us an idea about what we should have been paying attention to before they both declined but more importantly what his projections are for the future and keep in mind this is a rollercoaster so go to medkevin.com lemonade and get yourself life insurance homeowners insurance and renters insurance and even pet insurance because any time you got a roller coaster you want to make sure you're insured roll the clip so tell me i mean you've you're pretty vocal on twitter i mean i pulled up some uh some favorite tweets of yours uh and uh you know i'll bring up some of these but i i want to start with with uh some of the more recent drama that's going on i want to start with uh your thoughts on tesla and bitcoin okay can you speak to maybe both of these a little bit maybe start with uh you know bitcoin let's let's go down that rabbit hole a little bit and then we'll talk tesla and integrating this all so i want to preface that there's been a lot of speculation lately in the stock market and in digital assets like bitcoin and and a lot of people in the last six eight months have gone into investing they've been at home they have extra capital and they're they're investing and they're learning so i like to preface everything is that these are high-risk investments and there's high return with these investments but we've seen a lot of the good side of that and not as much of a bad side of it lately so as much as i'm bullish on tesla and bitcoin long term these are assets that are highly risky and and it's really not appropriate for a lot of people who don't have diversified portfolios to just dive into high-risk assets so i just want to preface it because i'm really bullish on these investments but i don't think that people should just like put all their money in tesla and bitcoin now it might work and you'd be super rich but you also will go through horrendous periods of time of depression as these assets move you know down sometimes too um yeah so i think they're both incredibly disruptive innovative technologies one is a company and one is a system let's say a monetary system and so you know they're very different to talk about tesla is how i would say reordering the energy system and transportation systems in the world to electric vehicles from gas um it's its founder elon musk is is the genius of our time he's the visionary of our time he will bring us to mars he will transform the auto industry and the energy industry to a cleaner future so investing in tesla to me makes a lot more sense than investing in bitcoin in the sense of as an investment why because you own part of a company and that company over the next 10 years should produce tremendous amount of revenue and profits and is cornering what i consider one of the most substantial important markets in the markets okay so you have energy and you have transportation and here's a company that's actually really good at both so you know you know that's huge that's huge now bitcoin on the other hand is to me the internet of money so it's digital money and they built an ecosystem around this and they've created a un uh inflatable currency in other words you can't print more bitcoin there's a finite amount of them and so the way that they build bitcoin in that governments don't control it it's decentralized it's global and allows individuals to either transact business with each other or to buy goods and services which it's not that efficient for is genius and it was created post-financial crisis because what we learned was that governments and banks aren't responsible with our money and they can lose it all and that's what happened in the financial crisis and so bitcoin was a byproduct of the financial crisis and so to me it's a hedge against government that's what bitcoin thrives around it thrives around uncertainty it fires around governmental failure and monetary irresponsibility and we got all of it we just got all of it so you know so bitcoin is is coming in his own you know it's like bitcoins like the happiest coin of all time because everything that bitcoin was created for is happening so really you see political instability uh in addition to the money printing like this 1.9 trillion dollar stimulus package we see both of these as as big catalysts or you see both of these as big catalysts for bitcoin to just continue a potential rally we know it's volatile but you think that's actually what's propping up bitcoin well it it's the fundamental underpinning of bitcoin but what's actually driving bitcoin are institutions like myself so so we are going to be i'm trying to launch our bitcoin program in two weeks um just yelling at my partner about them wasting time so that we can get this done um because the demand for digital currencies is enormous and institutions haven't been able to offer that to their clients in the past so what we're seeing behind the scenes that the public doesn't see is firms like mine are lining up at the door to figure out how to do this most aren't brave enough like me to just go do it and so they're waiting for people like me to do it before they do it so when scc says ross what are you doing and i have a whole plan and system because i've done this before they'll be like oh this is great this is how it should be done you know so we're trying to basically create the format for investment firms to to sell digital assets in the future to their clients um so we're working on that really hard right now to launch this month hopefully in two weeks which is maybe a miracle because we believe very much so that clients should have a certain diversification into digital assets and and we think that institutions will be doing this just like tesla bought bitcoin and squares bought bitcoin and other companies will buy bitcoin we are seeing in the investment side too whether it's blackrock infidelity and we're seeing it from the ria side i can't name other ones that are behind us that are trying to launch their programs but one firm in particular is huge way bigger than us even and you know we can move faster fortunately um yeah but but the money that will flow towards bitcoin the the demand for it from institutional investors will be very large uh and got willing they do an etf it i mean yeah it goes it doubles you know triple that's the limit then it doubles or triples wow okay so you're thinking you know if we there's an etf you're 100 150k a coin easy huh oh dude see the whole thing is you can't buy coin and scale easily you know like like for me to like like they figured out how to buy a billion dollars the bitcoin finally you know through like coinbase or or gemini we're using gemini um but they kind of have the most bitcoin you know like coinbase and gemini i think each have like 10 of bitcoin i i that that's not a real stat i i think they have something like that in their custodian so you've got the two pillars of bitcoin and that's really the only places you can trade and sk in size so like most institutions big institutions want to buy like 500 million or 100 million you know good luck with that it's a lot effort you know i'm not even sure how tesla bought their bitcoin um so so this is what's changing and as institutions get in and bigger purchases are made the price will move higher um the total market cap is about a trillion dollars for for bitcoin maybe less but but when you think about the monetary base of capital out there just cash just cash in banks is trillions and trillions sitting in the bank right now right now i i don't know the exact number but i know it's like 5 trillion or something like this it's some crazy number okay sitting in the bank so if just part of that money was saying you know we're tired of actually losing money to inflation and moves to bitcoin goodbye goodbye wow because it seems like a lot of corporations today well one of the common ways i think uh corporations and institutions invest in bitcoin is through the gray scale of bitcoin trust but it seems like that's you're paying a premium there sometimes you're paying a substantial premium as high as 30 40 sometimes uh at the same time you've got uh your corporations that are essentially keeping their cash either as cash or as treasuries which are losing value why not put it into something like bitcoin that's what you you're you're thinking that's almost inevitable argument that was made you know i i'm really close with all the tesla people you know we're part of a a club i guess you could say of tesla investors who have weathered the ups and downs together um and one of the super smart guys i deal with that who's a tesla investor we discussed this so if if a traffic if a corporate treasury's going to buy a bitcoin it's not cash okay like you own cash in a bond because it's liquid i can i can use it for my company when i need it you know you're a real estate guy you know you get it you got all these buildings you got to have a certain amount of cash right like something happens you just got to have cash so if i put that into bitcoin it might not be the right day to sell the bitcoin the day you know the the building needs to be redone or whatever and so it's like it's part of the investment portfolio of a corporation and the profile from a risk perspective is high so i i would say that most corporations it's not the smartest thing for them to do because they need their capital to to support the company you know like you want something safe but if you have this excess capital your google your apple your microsoft your berkshire hathaway berkshire hathaway 134 billion in cash right warren buffett can't think of anything to do with it anything think about the inefficiency if that's losing two percent to inflation okay and then you have taxes and whatever so when you figure out he earns one or two percent on the cash then he has taxes and inflation he's losing one to two percent so he's losing billions holding cash where he could take five percent of that let's say five billion dollars or seven billion dollars buy bitcoin as an investment and yeah it's risky but he could make five or 10x holding cash or new dollars or whatever you want to call bitcoin so i think it's for a more adventuresome company but it certainly makes a lot of sense to me i think for tesla you know elon comes from paypal so i think he just gets it got it yeah from maybe that engineer kind of background is is it something where is bitcoin uh risky or is it just volatile or or is there maybe like do those get mixed together sometimes like is there really a risk that bitcoin's gonna go to zero or is it just like hey it fluctuates but in the long run this is here to stay i mean is bitcoin gonna go away well when i started with bitcoin it was about six or seven years ago and it was a 250 dollar a bitcoin okay and i thought for sure when i bought my first bitcoin then that it would go away like it would just be stolen from me like i didn't believe in satoshi i don't i still don't believe in any of that you know so like when they told me the story and i i work with some guys who are now very very wealthy you know like and they convinced me to try it i don't think they convinced me of bitcoin now it's six years later and it's still here and the chinese have tried to kill it and the americans have tried to regulate it and and every government has had their issues with it it's still here and all these characters that are behind bitcoin and all these wacky criminals and this and that they're all still here and and so now bitcoins at let's say 50 000 okay seven years later and i'm pretty sold it's going to be here you know like i i'm pretty sold it's gonna be here like if if they haven't killed it from 250 when it was a bunch of criminals to today with institutions buying it and it's worth 50 000 right i don't think zero is the outcome most likely okay like i just don't now could bitcoin go down to 10 000 again for sure for sure so i think i've owned bitcoin through all these ups and downs you know people have this term diamond hands you know they go oh do you have a hands you know and i go dude you don't get rich with paper hands you know like you just you don't you know you
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