저자: TomLee · 외국인
요약 보기
Bitmine이 MrBeast의 Beast Industries에 2억 달러 투자. 이더리움이 토큰화 자산의 약 70%를 차지하고 100% 가동률을 기록해 스마트컨트랙트 플랫폼의 미래라고 주장. 스테이블코인 확산과 블랙록·로빈후드의 토큰화 확대를 근거로 디지털 서비스 플랫폼과 결합 가능성 제시. 1월 초 시장 흐름이 긍정적이며 S&P500 목표 7,700 상향 여지 언급. 신용카드 금리 상한 정책은 금융주에 부정적, 클래리티법 진행은 크립토에 긍정적이라고 평가. 비트코인 사상 최고가 경신 전망, 이더리움이 비트코인을 상회할 것이라 전망.
다듬은 글
Ethereum uh treasury company Bitmine is partnering uh with a YouTube powerhouse uh making a $200 million investment in Mr. Beast's uh company, Beast Industries. Joining us exclusively ahead of uh today's Bit Mine stockholder meeting, Bit Mine chairman Tom Lee. He's also head of research uh at Fundstrat, chief investment officer of Fundstrat Capital and a CNBC contributor.
U you got to explain this to everyone, including me. Um uh the rationale here Tom uh good morning Joe um there's a lot of strategic rationale to this move made by Bit um as you know Bitine is the largest Ethereum treasury company in the world uh the largest holder of Ethereum and it's our view that Ethereum which is a smart contract platform is the future of finance where digitalization of not only dollars but stocks and equities is going to take place and over time that really blurs what is a service versus what's digital money.
Um and that's where uh a collaboration and investment into beast industries makes sense. Um as you know Mr. Beast is the number one content creator in the world. His content is watched more than for each of his videos 252 million views a month which is more than the Super Bowl. And really he is probably the iconic person for Gen Z, Gen Alpha and arguably millennials.
So he is probably one of the most important creators in the world. Uh Beast Industries according to Jeff Henbold is planning to create a future platform of services which includes digital items and even financial services. And that's really where a collaboration between Beast Industries and Bitmine will make sense.
So I think it's part of this sort of evolution of digital platforms and money and I think it's really uniting this, you know, the number one creator in the world with the biggest Ethereum platform in the world. Kind of getting it. Kind of getting it. Is there a reason um that you like the Ethereum blockchain more than than Salana or will will both exist?
Could could you have done this with Salana? Uh I think there is going to be room for multiple blockchains. Uh Ethereum is the largest blockchain in the world. Uh it is almost uh 70% of all tokenized assets are taking place on Ethereum and Ethereum is extremely resilient. It's had a 100% uptime since inception.
The only blockchain to smart contract platform to have never gone down. Right. There are but I guess there are differences and each uh each has its um you know people that that think that there are certain features about Salana that are better people that think that there are certain and it it gets very arcane and uh and we get down in into a rabbit hole.
So what would the future look like for the digital uh tokens that Mr. Beast that would be traveling across the Ethereum network? What are we talking about? Just describe it and how it would work. Um well it I think it's really going to be up to what beast industry unveils. So uh you know um I think it's if I was to imagine things that'll happen.
Uh number one we know that stable coins have become uh increasingly mainstream. You know it is really the breakout product of 2025. And we also know that Wall Street firms like Black Rockck and Robin Hood want to tokenize almost everything from stocks to credit to real estate and eventually things like intellectual property and even loyalty points.
uh I imagine that those are the kind of products that could be emerging on any future uh services platform and that's where it's going to be a natural fit between a company like Bitmine and what Beast Industries does and but you know from Bitmine's perspective uh Beast Industries you know is a a very unique company I mean for us I think as just an investment and you know being part of the cap table where there are some really high quality venture capitalists and other investors uh represents a good investment opportunity for us or what we call a moonshot.
Can we just uh get your your viewpoint on the January stock market action in in the S&P and in in crypto and and uh is it I think right now it's kind of going along in the way that you told us it would uh at the end of last year at least. I think we were below, we were down around 80,000 on Bitcoin.
That's that's recovered. Uh the stock market started out pretty strong. It's had a couple of rough sessions, but uh you expect pretty good gains this year after a what a midyear slump. Uh I do. Um you know, on markets broadly, I think it was good news that the first five days of January was positive.
It's a really good omen for the rest of the year and I think it puts upside to our 7,700 for the S&P 500. I think some of the turmoil in the past couple of days in financials and the broad market along with crypto do reflect how policy especially Washington picks winners and losers. As you know, Washington is trying to cap credit card rates.
I think that that's going to hurt financials if if this is implemented because it's going to reduce their ability to offer credit to many types of consumers. Um but at the same time moving the fact that the Clarity Act is moving forward is really good for crypto. Uh crypto really got hurt October last year.
So it it is our view that we're going to have a pretty big recovery as as time as as we put more time between that moment. And uh so we like Bitcoin. We do think it's going to make a new all-time high this year and we are probably more uh favorable towards Ethereum and and we expect the Ethereum to outperform Bitcoin.
This is interesting. Uh Tom, someone wants to know, you haven't reached 5% yet on Ethereum and you're making this weird investment in their view. Uh can we can they trust your strategy for BitMine? [snorts] Uh hopefully that investor tunes into our stockholders meeting today which we are streaming from Las Vegas.
Uh there we're going to unveil our 2026 strategy for Bitmine which has four pillars of growth. Um you know one of them of course is getting to 5% of Ethereum and optimizing the yield but it's going to be natural for Bitmine to also productize its platform. So working with Beast Industries and Miss Beast is a way for us to productize, okay, the the huge community of Bitmine.
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