저자: AIHFinance · 외국인
요약 보기
결론: 피터 쉬프는 단기적으로 비트코인에 대해 틀렸고, 장기적으로는 맞을 수 있으며, 진행자는 향후 8개월간 비트코인 상승 랠리를 기대한다. 비트코인 단기 전망: 진행자는 비트코인이 작년 저점 대비 크게 올라 3만 달러 중반까지 상승했고, 저항선을 돌파했다고 본다. 5년물 TIPS 금리가 2.3%를 넘는 상황에서도 강세라고 평가한다. 금리 인하 효과: 금리가 마이너스로 내려가면 비트코인이 단기적으로 급등할 것이라고 주장한다. 장기 전망: 여러 국가가 암호화폐를 채택해 달러가 암호화폐에 연동될 수 있으며, 그 경우 비트코인은 장기적으로 약해질 수 있다고 본다. 장기적으로는 금과 은이 더 매력적이라고 언급한다. 달러와 인플레이션: 달러 인덱스가 106으로 강세지만, 지속적인 통화 가치 하락과 높은 인플레이션 때문에 강달러를 의미 있게 보지 않는다고 주장한다. 주택 가격: 새 집 가격이 지나치게 높다고 지적하며, 이는 정책 영향으로 상황을 악화시켰다고 본다. 피터 쉬프 평가: 진행자는 쉬프를 존경하지만 단기 비트코인 판단은 틀렸다고 평가하며, 이해충돌(금·은 업계 관여) 가능성도 제기한다. 진행자 결론: 다음 8개월이 좋은 구간이 될 것으로 보며, 틀리면 틀린 것이라고 밝힌다. 투자 방법은 직접 정하라고 말한다.
다듬은 글
everyone hope everything's going well uh today I wanted to touch base on Peter Schiff Peter Schiff is a fund manager for gold and silver stocks way back in the day and now he does have his own podcast he tweets a lot on Twitter and you know he's made some decent calls and obviously some of the calls are not as great I do appreciate him you know being a successful CEO and you know for calling the crash of 2008 when not many people saw it now the thing is that he's not a Bitcoin fan whatsoever could there be a conflict of interest since you know he's still involved in the gold and silver industry could be but regardless conflict of interest or not in the short run he's definitely wrong about Bitcoin he thinks that this short-term rally is basically a suckers rally and Bitcoin is going to become crashing down soon now I do believe that yeah Bitcoin will have problems in the years to come but right now Bitcoin has rallied I've stated this what 30 almost $35,000 you know coming from the lows of last year was it $177,000 in the summer of last year I was doing a podcast with uh Luca nation and it's a sports card uh podcast it's no longer in existence but I said that Bitcoin is oversold at these levels and this is a better opportunity to get in and what's going on it's going up higher ever since and now it's broken resistance levels and on top of it it's rallying when the fiveyear tips is over 2.3% like that is very impressive and you know even when this ETF comes in right and speculators take profits it's above the 31,500 level JC Pet's I went to see the other day or a few weeks ago he is very impressed if it hits over 31,500 he's talking about that on his Twitter as well that Bitcoin has done well this is one of the strongest sectors over the past year so what's going to naturally happen as interest rates go lower when rates go from positive to negative Bitcoin is going to shoot up like crazy in the short run Peter Schiff is wrong however in the longer term Peter Schiff I think will be right about Bitcoin because there will be many countries that adopt crypto and and their dollar may be based on cryptocurrencies as I've been implying here what will that do to something like Bitcoin I I think it's going to weather away I do believe the longer run gold and silver will be more attractive and as they continue to devalue the US dollar they continue to debase the currency even though the US dollar Index is at 106 right now the inflation is still ridiculous for the higher dollar that you see out there so I don't even consider the strong dollar as relevant anymore because hey look you have what I even look at housing you're paying ,000 for a new home if or right now based on the conditions if you're just buying a new home it's just ridiculous I mean couple years ago it was substantially lower for a new house preco Co just messed everything up so it is what it is Peters Shi I like the guy however he's wrong in the short run he's going to be right in the long run in my opinion and uh yeah you can ride this Bitcoin wave in my opinion I'm not telling you how to play it but my own thought process I do believe the next eight months should be a great ride if I'm wrong I'm wrong but anyways I'll talk to you later let me know what you think see you bye
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