저자: 미상 · 외국인
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캐시 우드의 비트코인 50만 달러 목표가를 소개하며 비트코인이 디지털 금이자 안전자산으로 기능할 수 있다고 주장한다. 발표자는 연준의 달러 발행 확대로 인플레이션 우려가 커지며 금·은 같은 희소 자산 수요가 늘었고, 기술 발전으로 비트코인이 새로운 자산 보호 수단으로 부상했다고 설명한다. 캐시 우드는 2017년 이후 비트코인에 대한 확신이 커졌다고 밝혔으며, 비트코인 점유율이 암호화폐 생태계에서 30%대 초반에서 70%대 초반으로 올랐다는 점을 근거로 든다. 페이팔·체이스 등 기관의 관심 증가도 언급된다. 공급 상한(2,100만 개, 현재 약 1,850만 개 유통)을 근거로 희소성을 강조하며, 기관이 비트코인에 중간 한 자릿수 비중을 배분하면 50만 달러 수준까지 갈 수 있다는 시나리오를 제시한다. 다만 비트코인 거래량은 대형주 1~2개 수준으로 아직 작다고 설명한다. 일론 머스크와 마윈 등 부호들은 비트코인에 회의적이다. 발표자는 비트코인이 주로 불법 거래 수단이 될 것이라는 개인 견해를 밝히면서도 블록체인 기술에는 관심을 보인다. 발표자는 테슬라가 대차대조표 현금 일부(약 200억 달러 이상)를 비트코인에 넣는 시나리오를 가정한다. 20억 달러를 4년간 보유하면 캐시 우드 목표가 달성 시 400~500억 달러, 10만 달러 수준에 그쳐도 80~100억 달러가 될 수 있다고 계산한다. 다만 캐시 우드를 맹신하지 말라고 덧붙인다. 테슬라 관련 리스크(머스크의 회의적 발언, 과거 주식 발행 번복)도 짧게 언급된다. 비트코인 관련 리스크(규제, 변동성)에 대한 구체적 논의는 없다. 전체 논지는 비트코인 장기 상승 기대이며, 테슬라 투자 가능성은 가정형으로 제시된다. 단기 가격 방향에 대한 명확한 예측은 없다.
다듬은 글
we are extremely bullish uh our confidence in it has gone up since 2017 bitcoin's share of the crypto asset ecosystem moved from the low 30 range into the low 70 range and what did that tell us institutions are beginning to get interested in um in bitcoin and crypto assets uh generally although the primary focus of this channel is on the ev sector i am presenting cathy wood's 500 000 bitcoin price target after some tweets from elon musk that i'm sure many of you already saw expressing his thoughts about bitcoin and about the idea of possibly converting the cash on tesla's balance sheet into cryptocurrency when he was tweeting michael saylor which is a big bitcoin banker it is apparent that elon musk is not a believer of cryptocurrency even tweeting saying that bitcoin is almost as bs as fiat money but i do think that it would be very interesting if tesla did end up considering a small part of their cash in their balance sheet to be included into some type of cryptocurrency especially bitcoin so i thought it would be a good diverse type of topic to talk about on the channel at least this once and if you find this video informative and this is your first time into the channel don't forget to subscribe to electric invest and hit the notification bell so you don't miss the next episode but without further ado let's begin recently the unprecedented rate that the federal reserves have been creating dollars have left many investors seeking to protect their assets through other means many traditional investors have seeked out to gold and silver as an attempt to avoid the impact of inflation these are great asset protectors because these are limited in sources however in this day and age advancements in technology have allowed new ways that investors can protect their assets and this is where bitcoin comes into play kathy wood most famously known for her arc invest innovation etf have been very vocal about her predictions into new disruptive technologies just a year ago she most famously predicted that tesla will hit a 4 000 price target per share and tesla was trading at around the lows 200 at the time most recently kathy has been very vocal about her thoughts on bitcoin and has even put a price target of bitcoin to hit a price target of 500 000.
bitcoin has become the digital standard to gold and fiat money fiat money which is not backed by any limited commodities such as gold and silver is highly susceptible to inflation gold and silver are a limited source and thus will continue to rise in value unless we figure out another way to discover and properly mine more although bitcoin is digital there are only 21 million bitcoin units that can be mined and currently 18.5 million are already in existence we are extremely bullish our confidence in it has gone up since 2017 bitcoin is the reserve currency of the the crypto asset ecosystem uh so it is the reserve cryptocurrency which is a very important role it's the flight to safety currency uh it is bitcoin's technology uh or bitcoin's blockchain is the most secure of any other blockchain and so it makes sense that bitcoin would be the reserve currency furthermore you don't have to worry about digging a hole in your backyard or having some secret bolt in your basement or behind a painting to store it you don't have to carry bitcoin you don't have to worry about getting it stolen bitcoin is by far the most secure way that anyone can exchange in a transaction and its encrypted code is virtually impossible to hack large institutions are beginning to give bitcoin a little bit more credibility such as companies like paypal that have recently launched a new service where users can buy and sell bitcoin and other institutions like chase bank have expressed support into the blockchain technology institutions are beginning to get interested in um in bitcoin and crypto assets uh generally bitcoin the trading activity is the equivalent of one or two mega cap stocks uh uh uh in the uh in the stock market so it's still quite small relative to the stock market and certainly relative to the bond market given uh this supply is going to top out at 21 million units if we were to see that mid single digit uh allocation to bitcoin on the part of institutions and this would be all institutions so this is not going to happen but just to dimension what could happen but if institutions were to go to that mid single digit uh uh territory in terms of allocation to bitcoin alone that would take it to somewhere in the 400 to 500 000 range billionaires such as elon musk and jack ma have expressed their skepticism when it comes to bitcoin now my opinion of bitcoin is that it's i think it's primarily going to be a means of of doing illegal transactions um but that's not necessarily entirely bad because you know you know some things should be maybe it shouldn't be illegal i don't own any bitcoin honestly i'm not that big fan of bitcoins but i'm a i pay special attention to to the uh cashless society blockchain technology bitcoin the the thing i want to know is that uh what value what things that the bitcoin can bring to the society now here's the most interesting part i personally would love if tesla will include at least a small portion of their balance sheet into bitcoin and here's why tesla currently has over 20 billion in their balance sheet especially after the last stock offering worth five billion dollars tesla has expressed that they would like to spend about five billion dollars of it a year and just as a hypothetical scenario if tesla were to convert the rest of these funds and let them appreciate into bitcoin at least in the next three to four years the upside is far greater than the downside in my opinion i mean consider this example for a moment if cathy wood is right and due to the fact that bitcoin is very limited and it would hit 500 000 even a smaller 2 billion dollar investment from tesla left untouched over the next four years could turn into 40 to 50 billion dollars now even if cathy wood is a little off or mostly off and bitcoin only rises to 100 000 those same 2 billion dollars could still be 8 to 10 billion and we could just imagine what their entire balance sheet could turn into in the same time period now i'm not saying that we should blindly believe cathy wood all the time and nor am i saying that she's always right but i do want to say that due to the points that cathy wood has made kathy's point about the security and the potential that bitcoin has as being the standard of all commodities even better than gold and silver tesla could be at the forefront of a major advantage compared to other companies or institutions furthermore tesla wouldn't need to raise any more capital through the offering of star not that tesla would need any more capital races anytime soon but then again elon did mention that they would not do it and they ended up doing it multiple times but anyway guys let me know your opinion when it comes to this video i didn't want to go too deep into bitcoin because like i said this channel is about the eevee stocks and i just thought that after those tweets about elon musk and his thoughts about bitcoin especially knowing what kathy would think about bitcoin it just got me to think and i said hey it would be nice to touch up a little bit on this topic and just what would happen just imagine for a second what could happen if tesla would do just a small portion of the balance sheet into bitcoin and how beneficial this could be judging by the fact that it seems that cathy wood is very bullish on bitcoin and she has been very very accurate with her predictions but but i would like to know your opinions about this do you guys think that maybe elon should consider putting some of the cash balance assets into bitcoin and what are your thoughts about the price target that cathy wood is giving to bitcoin i would love to see your opinions in the comment section below if you found this video informative and interesting or at least entertaining don't forget to subscribe to electric invest so you don't miss the next video and i'll see you guys next time you
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