저자: 미상 · 외국인
요약 보기
영상은 Jamie Dimon·Warren Buffett 등 기관 인사 발언을 인용하며 연착륙 확률, 금리 인하 영향, 비트코인 변동성 등을 다룬다. 비트코인 관련 발언(Michael Saylor 계열 인터뷰로 보임)은 장기 보유와 변동성 수용을 강조하며, 후반부는 4차 산업혁명·NWO·CBDC 등 음모론적 내용과 ICBC 랜섬웨어 사건 보도를 결합해 과장 해석한다. 구체적 가격 예측은 거의 없고 장기 낙관 또는 음모론적 주장이 대부분이다.
다듬은 글
you mentioned kind of the the probability of a soft Landing I know that last time we sat down about six months ago back in February you pegged the odds of a soft Landing at about half of what the market was pricing in the market was pricing in about 70 to 80% at the time so uh by that math you predicted about a 35 to 40% chance of a soft Landing given what we've seen with the data the jobs report last week and some of the other data in the last few days do you still expect about a 35 to 40% chance of a soft Landing or do you think it's uh less than that yeah about the same you know I mean first of it's always good to look at the odds of what you think as opposed to like get set and say that's the one thing that's going to happen and you know there's always a large range of outcomes and we all we will all get through that you know and so I'm I'm fairly optimistic that we have a mild recession even a harder one will be okay of course I'm very sympathetic to people lose their jobs you know you don't want a hard landing and so uh but there's a lot of uncertainty out there and i' I've always pointed the geopolitics I think the deficits the spending the you know the quantitative tightening the elections all these things cause you know some consternation in markets and so we'll have to wait and see you know does inflation really get back to 2% I'm a little bit of skeptic on that too and I I don't look as much of the at the shortterm data about you know the things that are inflationary but are in the future deficit spending green economy you know remilitarization of the world and they haven't really happened yet but they are going to happen and they're not deflationary given that prediction I know that JP Morgan economists are expecting now a 50 basis point cut in September and November and 25 basis points thereafter do you think if the FED were to do that it would be a mistake given some potential enduring effects of inflation yeah I mean I hate to say this I don't think it matters as much as other people think you know the rate effect itself isn't that critical obviously psychologically there' be a lot of chatter about what does it mean what are they thinking things getting bad so and maybe that psychological will affect the economy but I also remind people every day 325 million Americans go to work go to their jobs take to their families take care of their kids you know build out their house change a job and is it could be affected by the FED changing Race by 50 basement I don't think so so if they do it you know I'm sure they have good reason to do it and I'll rely in with their their instincts so I do expect they'll probably do it soon because they've seen more negative data than they had expected but it goes back to expectations all the expectations have been wrong too so just always keep that in the back of your mind if they were to cut by that magnitude though does that risk more of a stagflationary environment which is something you've been warning about no no I mean stack inflation would be a recession with a little bit of inflation so I think what they do in the short run may or may not directly affect that obviously all things been equal it reduces the chance or the depth of a recession but I don't know if it affects really what might happen down the road in terms of station one of the first I want to ask you in the last couple of days you did see for a moment there Bitcoin fall below that $5,000 level I do understand that micro strategy acquired an additional 169 Bitcoin uh for just over 11 million in July but when you see that dip below 50,000 do you Dive Right In into what degree you know I we're always buying Bitcoin quarter by quarter by quarter it's a long-term strategy but the most important point for people to understand is that Bitcoin volatility is a feature it's not a bug the volatility creates tens of billions of dollars of credit and liquidity at all times everywhere to everyone in the world world in the short term but over the long term that volatility is driving Superior asset performance and durability so it's volatile because it's functional the other markets are all closed and they're crippled by the physics and the politics of the asset isn't it a problem when a store of value if someone wants to use Bitcoin as a store of value um can lose 10 or 20% over a couple of trading sessions the reason it moves is because it's functional it's digital capital and it's Superior to physical capital or financial capital bitcoin's a capital investment you can hold for decades that a corporation competitor counterparty or country can't take away from you so it'll create generational wealth for your family your corporation or your country you can liquidate it at any amount any time anywhere in the world or you can hold it for any amount of time without active management or business Acumen so yeah it's volatile but but it's so Superior to every other option that you have for long-term Capital Management that I actually think the world is just waking up to discover this virtue Michael I still feel the need to really understand the psychology of these pullbacks because at some point it still matters the price you buy into Bitcoin at how much are you willing to put to work when you see those dips what types of dips do you look for when you put more money to work in it you know we look at Bitcoin as cyber Manhattan there's never a bad time to buy a scarce desirable real estate in the greatest city in North America there's never a bad time to buy Bitcoin so we will just generally acquire it um you know whenever we have cash whenever we can raise money in the Capital Market whenever we see the opportunity I I think timing the market is almost impossible for the mere mortal it's time in the market that matters so you can think of us a little bit the way uh gold miners operate uh or oil producers operate the cost of our commodity in the marketplace goes up and down but our cost to produce is driven by other factors right our cost to produce Bitcoin is driven by the cost of the energy and the global hash rate which results in the difficulty rate of what we do and so if bitcoin price drops it impacts our margin uh doesn't impact our cost so much if bitcoin price goes up then uh you know we earn more money obviously in our margin expands so when you have this type of volatility If You Look Backwards you'll see that over any kind of period of two years or more Bitcoin tends to revert to mean uh you know like most Trends do you know you look at the S&P 500 index over 20 years yeah it goes up it goes down but it reverts to mean and the same thing happens with Bitcoin it's just that bitcoin's price appreciation curve is a little steeper than the S&P 500s and so we look at the long term and the other event we have is this having event that happens every four years the most recent one happened in April we were well prepared for that uh and now we're very focused on continuing to grow our um production base grow our number of EX ahash in production expand our business and we're also very focused on diversifying our business and this is where our business becomes more resilient than your Pure Play Bitcoin miner right we are mining Casa in addition to bitcoin why should we mine Casa well on a per kilowatt basis we earn uh more mining Caspa than we do Bitcoin it's not to say we're going to abandon mining Bitcoin it simply means that we found other revenue streams that generate higher margins that allow us to subsidize our cost to mine Bitcoin subsidize our sgna costs and even acquire Bitcoin in the marketplace like we did a few weeks ago when we went in the market and bought a $100 million of Bitcoin at the last dip and so we are very opportunistic we love to accumulate Bitcoin we now have over 20,000 Bitcoin in our Treasury and continue to grow it and while we're not as big as a micro strategy obviously we have the same underlying beliefs about Bitcoin as a strategic Reserve asset for treasuries Welcome to the crypto teacher and you know I come back with that video just to make your thing don't forget to like And subscribe to the channel and make sure you're joining the patreons if you're not a part of the patreons make sure you in the cash app and make sure you go to that Tik Tock like and follow spread everywhere in this channel of course guys spread it everywhere and we've had a lot of entertainment so far this week now we have Jamie Diamond ask about the soft and the hard landing and I know a lot of people like what are they talking about they're talking about the fourth Industrial Revolution they're not going to tell you about it and basically he went over he said there's going to be a lot of job loss yes guys we know why because they want to bring in the machines this inflation is not going anywhere that's the reason why stable coins that's why it's called stable stable coins are going to take the place of the Fiat that we have right now and how are they going to get there with the crisis and he talked about the increase in the military so he broke down down the fourth Industrial Revolution right in front of you but the Sheep would never understand all this is spoken and code and remember the crypto teacher told you and we have Michael saor the spokesperson for Bitcoin is always speaking in code about the fourth Industrial Revolution always talking about cyers space and digital money he's talking about the digital economy that's moving fast forward where the robots algorith and drones take the economy over pay each other with crypto and the Sheep go inside the metaverse and we have Marathon digital The Mining Company diversifying which everybody should we know all these fund managers like Warren Buffett that's what they're known for and Warren Buffett sells half his portfolio which was Apple because he's getting ready for the downturn to buy up everything and remember the crypto teacher told you because he knows when it comes to the NWO it's all planned out you have a wonderful day going to a different economy and we're going to be learning more about that uh as we go but clearly we're we we're learning that things can be done uh from remote locations we're learning that technology can replace people even more than we thought we're not going back to the same economy we're going we're recovering but to a different econom e omy and it'll be one that is more leveraged to technology and I worry that that is going to make it even more difficult than it was for for many workers in Silicon Valley and my friends who work in technology know that what we did to the manufacturing workers we are now going to do to the retail workers the call center workers the fast food workers the truck drivers and then even bookkeepers accountants uh insurance agents lawyers and on and on through the economy so what happened to the manufacturing workers a very clear sign and so we'll import Chinese based cbdc technology so it's going to be cbdc in a box uh provided to You by The People's Bank of China but every stock every Bond every currency every commodity every piece of art every private business every piece of real estate will eventually be a token on a blockchain an entry on a ledger permanent and immutable we will have truth instead of trust and we will save over s trillion a year six to eight% of global GDP is wasted by the friction of the trust industry that's necessary when you have dual entry accounting with triple entry accounting which is what a blockchain is we get rid of all of that friction it's a beautiful future like what you see in China and their social credit scoring systems right if we get identity wrong you know it could be a tool to enslave humanity and if we get it right it could be a tool to liberate Humanity as an American you know uh uh I'm obviously rooting for the the one that's on the side of Freedom Bitcoin is an international asset and also I do believe the role of crypto is um it is it it's digitizing gold I actually believe this technology is going to be very important I am I you know look at it we have been part of a huge revolution in investing through ETFs we believe that ETF will be changing the whole way we invest many people still use it as a means while people are investing it for indexing no they're the majority of people are putting money in an index in ETFs are active investors that are buying exposure the entire bond market is being transformed as we talk right now I believe the Next Generation for markets the Next Generation for Securities will be will be tokenization of securities um we will and if we could have that distributed Ledger that we know every beneficial owner every beneficial seller we all have our our our code of who's buying who's selling instantaneous settlement and think about it changes the whole ecosystem Chinese Bank ICBC has been hit by a ransomware attack and the US Treasury Market as a result of that um has been disrupted this according to the financial times we're going to get more right now with Bloomberg's Chenal bassic Chenal what do we know oh listen we have the financial times now reporting that ICBC one of China's largest banks here was hit with a ransomware attack and remember there a a very significant intermediary in the treasury market the Syma has told his members that this has been part of the reason here that the system has kind of clogged up if you will during that auction that we saw a little bit before the attack had prevented ICBC according to the financial times from settling Treasury trades on behalf of other Market participants a large executive at a major Bank also telling the paper that such a large party on the fixed income clearing Corp uh creates major concerns potentially impacting the liquidity of Treasury markets now was not just the poor auction it was absolutely lousy and and uh you know when when the dealers have to step in to save a treasury auction uh that's a rare occurrence and crypto teacher and the new world auto book plus the three kids books is time to re-educate also new to cryptos coinbase bet you bunnet do not forget book links and crypto links are in the description the stock Channel guys don't forget to go like subscribe spread everywhere you have your Cobo your chip sauce your banking your gaming where everybody sitting at home get home stocks and see with the biotch stocks and while everybody's that on wishing they were still getting that free money what they doing drinking and smoking weed don't forget about those stocks and you have a wonderful day most powerful person in the world is the Storyteller the Storyteller sets The Vision Values and agenda of an entire generation to come Steve Jobs and guys you know I truly believe in this when you look at the new world order they're the storytellers and that's the reason why I wrote my new Ro order book but guys now it's time to change the current generation and I wrote three kids books you know I love the Trinity because I understand the power that's in it so I have three books we have opportunity to change the generation to educate not just me but I want to show you that I take action on a daily basis and I want you to take action on a daily basis whether it's your job whether it's in your community we have an opportunity right now to educate the masses I posted this on my Twitter account please share but this is a short clip of the three books there's going to be a clothing line and in action figures please get these books for your kids nephews cousins friends so therefore we can start the reeducation now because as we see the fourth Industrial Revolution Foundation is definitely here robots algorithms drones taking Humanity out the picture we have to re-educate but let's get into the video part one king yua and Grandma Save The Village part two King Yu and Grandma save New York Co stories 3 part three King yua and Grandma goes to China it's mandatory to get part one part two and part three of this series it's time to re-educate Generation Z
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