저자: NaomiBrockwell · 외국인
요약 보기
결론: 출연자는 비트코인의 장기 전망에 강세 입장을 유지하지만 단기 가격 방향은 확신하지 않는다. 미국 증시 동향: 다우는 사상 최고치를 경신했고 나스닥은 구글·페이스북·넷플릭스·엔비디아 등 일부 기술주 하락으로 약세였다. 52주 신고가 종목은 310개, 신저가는 28개로 집계됐다. 오프라인 유통주: 타겟·메이시스 등 오프라인 유통 기업이 크게 올랐고, 아마존은 약 3% 하락했다. 출연자는 실적 결과를 근거로 오프라인 유통 기업 중 생존자와 승자가 있을 것이라고 봤다. 경제지표: 3분기 GDP 수정치가 발표됐다. 허리케인 영향을 제외하면 실질 GDP 성장률은 3.9% 수준으로 추정되며, 기업 이익 급증과 설비투자 증가(7%)가 성장의 원동력이었다. 애틀랜타 연은 모델은 현 분기 3.3% 성장을 예측했다. 비트코인 변동성: 하루 동안 15% 상승 후 19% 폭락, 보합 마감하는 극심한 변동성을 보였다. 캐티 페리가 워런 버핏에게 비트코인을 물었고, 내년 상반기 비트코인 선물 시장 출시 계획과 캔터 피츠제럴드의 파생상품 참여 계획이 언급됐다. 비트코인 핵심 주장: 공급 한도 2,100만 개(약 1,700만 개 채굴 완료), 법정화폐 가치 훼손 방어, 익명성을 가치 제안으로 꼽았다. 출연자는 달러 보유 시 연 2% 가치 하락을 확실한 손실로 보고, 비트코인 폭락 가능성보다 달러 보유 손실이 더 확실하다고 주장했다. 출연자 전망: 장기 강세(bullish) 입장을 유지하지만 1~3개월 단기 가격 방향과 투자 조언은 명시하지 않았다. 나스닥 버블 붕괴와 비교하는 시각에 대해서는 전 세계 인구 중 비트코인 사용자는 극소수라 성장 여지가 크다고 반박했다. 2만 달러 도달 시 다시 방송하겠다는 언급이 있었다.
다듬은 글
Wow it was a wild day on Wall Street now we did see the Dow Jones Industrial Average reach yet another record high in Nasdaq though was getting hammered at the same time it was simply a case of live by the sword die by the sword it's just a few tech names weighed heavily on Nasdaq Google Facebook Netflix Nvidia in fact down volume was student 1 to up volume but still an asset yeah 310 stocks that closed at new 52-week highs in only 28 at new lows now the morning more intriguing story for me was to terrestrial versus celestial I'm talking brick-and-mortar names really soared big-time led by names that many people given up for dead Target Macy's up huge meanwhile Amazon was down almost 3% recent earnings results underscore the fact that there will be some brick-and-mortar survivors and winners meanwhile though the most important story of the day the biggest news was the revision of third quarter GDP growth President Trump tweeted about the number and I actually think in this one he downplayed the significance of it of course it doesn't matter to the mainstream media which found other tweets more compelling think about this though economy growing excluding hurricane effects EE AFCEA estimates that real GDP growth would have been three point nine percent three quarter third quarter consider that three point three percent growth was driven by a spike and corporate profits up almost five percent sequentially ten percent from a year ago corporations then took that extra cash and use it to invest in business equipment that was up seven percent but I have to take a quote from Ron propely and say but wait there's more the Atlanta Fed not modeling for three point three percent growth in the current quarter that would make it three in a row can you say hashtag winning of course today the wildest ride in the market was actually in a Bitcoin market let me ask you if a stock or a major index had rally 15% to the outside then crash 19 percent and then finish unchanged you would say man that was a wild deer well that describes the last 24 hours for Bitcoin the cryptocurrency is becoming so hip Katy Perry asked Warren Buffett about it today and that's that can ask that they plan to launch of Bitcoin futures market in the first half of next year and Cantor Fitzgerald wants involvement in derivatives fans of Bitcoin pointed three key value propositions first a limited supply 21 million almost 17 million have been mined distress of fiat currency and corrupt governments including by the way the United States and anonymity in a world where we're losing all of our privacy here to discuss now Naomi brought Brockwell a former New York Bitcoin center director a policy and you were one of the very first people to pound me you were like you've got to do this you were I would bump into you in the halls years ago you put a video out were you touted Bitcoin at three hundred and six three six three sixty right I made a music video I actually did a cover of a Taylor Swift song so I hope Taylor doesn't sue me but it was at three hundred and sixty dollars at the time I did math earlier today if someone had put 10 grand and when you said that at one point today that ten grand would have been three hundred five thousand dollars that changes people's lives now the question is did you buy in to Bitcoin since the last time I did not so that's the question is it too late listen I am NOT here to give investment advice I'm here to save you you've been a proponent a Bitcoin do you still like Bitcoin long term I remain bullish on big top your waffling a little bit you weren't like this before listen I think that bitcoin is a world changing is a revolution it's a financial revolution it's a game changer and I am incredibly excited about it does that mean that if you you know buy and sell in a year are you gonna make money or lose money I don't know the stock market but you still feel convinced long term that this changes the way we bank the way we I mean I just okay yesterday I M seed conference consensus invest it's the largest blockchain conference in the world and from my point of view it was generally bullish there these are really smart people and it's an investment purely investment conference and it was exciting for me to hear different investment advice different different strategies by the same company I mean there's a lot of quote unquote smart people who said this is a scam this is a bubble this is a modern-day tulip phenomenon that's going to end miserably for folks now what are they missing what are they getting wrong because I went out of value proposition okay it's great do you trust there will only be 21 million bitcoins ultimately mind it's it's a counter currency to fiat currency maybe maybe not I mean but are those value propositions for people that put their hard-earned money into because what backstops Bitcoin well I would run the bank on the fact that you know I may be Bitcoin will collapse maybe I'll lose everything right but it's a sure thing that I'm losing 2% a year keeping all my money in US dollars that's a sure thing and I would rather gamble on a new technology that was specifically designed as a revolutionary currency as an ideal currency I would rather bank on that than on the government money what do you make of the idea that there's becoming poplars it's it's entering the lexicon of the mainstream America does that help it doesn't hurt it because today we saw the Wild Ride that it's had you know as more and more people get into this thing you know the volatility it's not unlike the Nasdaq bubble that we saw where it did implode listen a lot of people compare it to that but if you look at the number of people who are just learning about Bitcoin for the first time who haven't yet entered the market I mean there's a tiny fraction of the population of the world that uses Bitcoin I think that there is huge room in there for people to get involved I think there's a role for a cryptocurrency and I can give you congratulations and hopefully you'll come back more maybe when it hits twenty thousand I'll be back here next week
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