저자: Troy · 외국인
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결론: 영상은 '크립토는 미국에서 죽었다'는 Chamath 발언과 구형 비트코인 지갑 활성화 소식을 다루며, 가격 방향 예측은 명시적으로 없고 이더리움·밈코인에 대한 부정적 평가가 중심이다. [Chamath 발언 및 규제] - Chamath는 미국에서 크립토가 죽었다고 주장하며 Gary Gensler(SEC)의 규제 강경책을 비판한 것으로 소개됨 - 진행자는 EU가 크립토 규제를 진전시키는 반면 미국은 정체되어 있다고 언급 - 진행자는 Chamath가 펌프앤덤프 성향이 있고 FTX·Solana 투자 관련 이익 추구 행태가 있다고 비판 [구형 지갑 활성화] - 사토시 나카모토 시대 것으로 보이는 오래된 비트코인 지갑들이 최근 활성화되어 코인이 이동 중이라고 소개 - 2017년경 이더리움 ICO 참여자의 지갑이 7.7년 만에 움직여 733달러가 약 436만 달러로 불어난 사례 소개 - 진행자는 이 지갑 보유자들이 매도 준비를 하고 있으며, 90~120일 내 경기침체에 따른 하락 후 3~4분기에 재매수할 것이라는 개인 견해를 밝힘 [이더리움 NFT 및 밈코인] - 이더리움 기반 블루칩 NFT 판매 부진이 지속되고 있으며, 폴리곤·카르다노·솔라나 NFT는 상대적으로 강세라고 언급 - 진행자는 이더리움을 '쓰레기(trash)'라고 평가하며 가스비 부담을 문제로 지적 - 특정 밈코인(Pepe 관련)은 소수 주소가 3200% 수익을 냈으나 개발자 관련 펌프앤덤프로 보고, 밈코인 투자를 경고 [기타] - 후반부는 Liquid Death 워터 브랜드 및 해당 NFT 컬렉션 홍보로 대부분 구성되어 투자 정보는 거의 없음
다듬은 글
The Narrative continues crypto is dead in the United States that is a farce that article and guess what's becoming activated yes those old Bitcoin Nakamoto era as well as the beginning of the Ico for ethereum all those addresses are waking up because I think it's the same people who own both of them and they know exactly who and what is happening there next on OG crypto and nfts welcome everyone my name is Troy and I go over Monday through Friday blockchain cryptocurrencies and non-fungible tokens or nfts I'm gonna give you the latest news on them and tell you what I really feel about them yes you can call me old ugly and maybe stupid but I'm surely have some of the best content out there let's jump right into it crypto is dead in America says long time Bitcoin bull uh chamoth and I won't hack his last name chamoth p now he has an all-in-con uh all-in podcast that I listen to it gets it's shoots out every Friday I think they actually do it on Thursdays and it comes out every Friday and it's very interesting they talk about a lot of the macro going on in the news but this guy as well as his three other buddies on the all-in podcast I think that you know they've been kind of on the Bitcoin and the ethereum type of uh you know narrative and so anything that happens with those two cryptos then they all jump in and they have to say what they have to say but here in this article he then again points to Gary genzer and how much he is just just hurting the industry and The Innovation here in the United States we know that we reported last week that it looks like Europe is gonna is going forward the EU is going forward with crypto regulations but we were stuck here listening to Gary Gensler act as if he was a guilty participant in a murder scene right because he just didn't want to answer any question he just had his you know you know same old line but I'll tell you what what I do like about chamoth is that I think I'm getting mostly the the truth but what I don't like about him he will he is in the pump and dump realm all day long he didn't I have to say him and his in his cronies here did not go and uh didn't go and take FTX and and pump money into him they felt that he was a farce way back in the day they couldn't come up with any kind of financials and so they walked away from it but they did take Solana's money all day long and they dumped all over everybody and so that don't put that past them they are looking to make money even if it even even if it's at the expense of us but the narrative here is the same crypto is dead don't listen to it for any moment all right next this is from Watcher Guru this is interesting like we reported last week several different older Bitcoin wallets they call them uh Satoshi Nakamoto uh era you know where they haven't really been touched in 10 years now have been activated and now coins are moving what are we seeing here okay this came out today it says ethereum Ico participant so they were he was at the Ico executes transaction for the first time in 7.7 years the Ico price was 31 cents so his 733 dollars went from the Ico 31 cents to 4.36 million in 28 125 days again what we like about this it's on the blockchain and it can be connected back and forth so if we had uh was it chain uh it was a chain analysis I think that's the name of the company they really did an in-depth on all these wallets from these beginning times they can follow them and figure out where the money went to so it went from a bank account into crypto it was converted somewhere so did it go on Exchange Bank account to an exchange exchange uh took it and then changed it from from cash into crypto then the crypto uh was sent and it was purchased either Bitcoin it was per or or it was purchased ethereum or on the other hand it could have been from a bank account to directly to Satoshi I won't say it that much or any of these guys in the you know vitalik or Lubin or any of these these guys and then cash was sent there and then a wallet was created and given to them so we know that that it's all out there but it's very interesting in the last week and a half we're just seeing all these old wallets not being activated I think that I think they're ready to sell personally I think they see the dump coming uh you know most people I'm listening to is just like Hey we're in a recession and it's gonna get ugly here really fast in the next 90 days 90 to 120 days and I I think that they're ready to put this on on the exchange and then dump them and then they're gonna repurchase them back somewhere in the third or fourth quarter because the having will be only six months or less away from there hmm just my thought all right let's jump into nfts guys I'm gonna bring on our producer Emmy Emmy how are you doing uh I'm I'm still sick but I'm a bit better today okay you know what I gotta say it's the best mood you've been in in a week we're really trying to be positive she doesn't want to attack me yeah yeah yes yeah so I'm I haven't been attacked very much today so let's jump into this it says polygon cardano and Solana nft's rise in ethereum nft sales slump uh we know that you do every single Monday the Blue Chip round up and all those are ethereum based nfts yeah and how'd they do this week pretty much every single one took a gnarly right yeah so when we did the Blue Chip Roundup last week last Friday the week before wasn't it a sea of red too so this has been a multiple weeks I personally have said this on Twitter uh and I've said it to you and everybody else ethereum is trash it's never been anything ethereum 2.0 didn't solve any problems except for proof of work to proof of stake it it you know I just I I went on and I had a friend of mine say Hey you know I'm kind of hurting a little bit can you buy an nft or something and I said okay I'll buy it boom 15 over 15 for gas fees alone ridiculous it's ridiculous so you started looking at it and going this is just trash right who wants to pay 15 I mean look at polygon two cents cardano three cents Solana it's down again oops send me that but you know ethereum is just 15 when I can pay pennies on xrpl I can pay pennies on literally anywhere else anywhere else uh Casper pennies wallets I mean you know Flair but not on ethereum and this is why this chain I don't think is going to last I think it's more of a a click bait for influencers than it is for you know actual purchase and and transaction kind of uh yeah ethereum is trash we've been over that uh let's get on to a more fun topic ah and I've warned you guys oh five Pepe addresses made 3200 percent but all of them are tied to the Creator hump and dump baby pump and dump I told everyone do not buy the meme coin it's it's just the suckers out there are just rapid it's everyone thinks that they go oh let me say this much I learned this 15 years ago way actually 20 years ago way back in the day when there was internet and I go I know this is a technology it's gonna be extremely disruptive right and so the only place to get news wasn't on there were no internet newspaper it was newspaper and it was Fox News it was all like and they would chill the crap out there and I went out and bought that crap and guess what I was the exit liquidity because I couldn't research anything yeah you know I was listening to I'll call them influencers but they're casters right now today we just have this new generation that popped up Millennials who were eight years old me yeah eight or eight eight nine ten years old so they didn't go through this and now they just go back and go well how do I make a million dollars in in one hour or two days or a week or whatever and they and they just get attracted right to mean coins like Doge and Shiba Inu and now Pappy I'm like I think what it is is people see like what happened with Bitcoin and in their mind they want to pretend that if they jump on these stupid meme coins they have the potential faking you know the way that Bitcoin skyrocketed I think in their little teeny tiny non-educated investigations so if you're going to be going all in on a meme coin you're on Research guys yeah I mean and do do real research I mean I mean this this coin came out last week and now we already have five we know of five addresses that dumped all over you I'm sure he has a hell of a lot more and unfortunately he didn't think the blockchain was going to be that transparent remember he didn't think people 's but you know it's 2023 everybody got receipts everyone got receipts Erin got receipts all right now this is what I really want to talk about this is the whole point of today's show wow they're they're uh there is a company called I'm a really really really really big fan they're freaking rad and they have their own nft collection it's so ridiculous it's so on brand apparently this launched last year I had literally no clue um and I just happened to see something about it on their website the other week and I had to talk to you guys about it they do have a utility so the more of them the more of them that you have so if you just have one you get like 10 off purchases if you have more than 10 you get 20 off purchases uh I just think this is really cool I like this a lot they're not like crazy expensive uh the Creator gets 6.66 because they're always doing 666 stupid I think it's so silly and yeah I'm not a huge fan of the art it's definitely very ridiculous if I were to purchase but if I were to purchase one of these it would be simply to have the utility and because I like the company and I would just keep and you own merchandise yeah I own merchandise by the way liquid death is a water yeah water company they uh put on percent of their profits towards eliminating uh plastic waste it's like a big big thing they're really big on recycling uh and they just make weird stuff I think they're super fun super fun weird company if you don't know who they are definitely look into them because they were uh like a breakout company where they went from like nothing to huge in a very small amount of time and a lot of it had to do with their marketing and branding so I'm really fascinated by like with death uh I think they're so awesome I keep sending them wild emails to sponsor me this is what I put up on a daily basis yeah so um I love these I think these are super fun this is probably one of the like silliest and most fun NFC collections I've ran across in a while there you go liquid death you just got another commercial for you so maybe you want to wrap this up and send it to them and see if they'll get they'll sponsor you she is a jiu jitsu yeah specialist she likes to beat boys up I do the things do the things every day guys thank you very much uh this is this wasn't a we're not sponsored by liquid deaths yeah okay let's make it straight right to the point dude next show it's just gonna be liquid death everywhere LD forever guys you take care we'll see you tomorrow bye
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