저자: DanielZambrano · 외국인
요약 보기
FTX 파산과 크립토 윈터, 그리고 마이클 버리의 패시브 투자 비판을 다룬 영상이다. 결론: 영상은 크립토 시장 하락과 FTX 사태를 짚으며 S&P500·나스닥 추가 하락 가능성을 우려하지만, 발언자 본인도 '이미 절반은 왔다'며 확신은 낮게 표현했다. 크립토 윈터: 마이클 버리(자막상 Bublé로 오인식)가 크립토 겨울을 예언했고 실제로 하락했다는 주장이다. 이후 버리가 패시브(지수 연동 ETF) 투자에 겨울이 온다고 말했다는 점을 우려 요인으로 든다. FTX 사태: FTX가 파산 후 6억 달러 이상이 유출된 해킹을 당했고, 창업자 샘 뱅크먼프리드가 백도어로 고객 자금을 무단 사용했다고 설명한다. 이 과정에서 FTX를 홍보한 유튜버들(Mick Kevin 등)이 사과와 비판을 받고 있다고 소개한다. 패시브 투자: 버리의 다음 타깃이 지수 ETF라는 점이 강한 신호라고 보며, S&P500이 더 떨어질 수 있다고 우려한다. 다만 자신은 이 분야 전문가가 아니라고 밝혔다. 리스크: 버리의 과거 적중 이력을 존중해야 한다는 입장이며, 대응 방법은 명확히 제시하지 않았다.
다듬은 글
Okay, okay, well, today we're going to talk about a topic we don't usually cover, which is crypto FTX, but it's somewhat relevant to us. Let's give you a little context. Michael Bublé, we know that this gentleman, Michael Bublé (2008 Christo Prime), has been right about several things. I could n't find the tweet on his Twitter account; he usually deletes things, but I've been following him.
Michael Bublé said that a winter was coming for cryptocurrencies. If I'm wrong, please correct me. That's what happened. The cryptocurrencies fell after he said a winter was coming for cryptocurrencies, the crypto winter that we're seeing. And that's why we're going to talk about that. And after that, a winter is coming for passive investments.
Passive investments, as far as I understand, are ETFs indexed to indices. And well, he's been right about everything. We're going to delve much deeper. I don't know if this last one is accurate, the ETFs indexed to indices, but we're going to... Sending a little bit about what FTX is in the crypto winter to give you some context.
FTX, as I understand it, is a way for you to invest in crypto, and well, it's gone now, it's gone bankrupt. It was one of the biggest in that business, the biggest, followed by FTX. And it was so big that many YouTubers were promoting it at the time. On the left, we have this lady, Elizabeth Holmes, who created a company claiming they could test a client's blood to detect diseases with just a little machine.
It turned out to be a fraud, and well, in fact, they've already been prosecuted, I think, well, I don't remember the exact sentence. And on the right, we have the founder of FTDS. So, this guy is in the eye of the storm. His name is Sam, I remember, he looks like a Sam, he looks like a sandwich. But that's what's happening.
So, a lot of people are talking about the people in the Ellen Musk meme, the person who, well, said a swear word to 50 to 5 million people, from the level of... no need to start... Wells, last minute, the FTX wallet FTX US appears to have been hacked, with over $600 million leaving the exchange. According to FTX, which stated on its official Telegram channel that it was hacked, users were advised not to install any new updates and to delete all Facebook apps.
So, we see that FTX, this crypto broker, enters the market, goes bankrupt, and then is hacked. After the hack, $600 million disappears. Doesn't that seem a bit strange? It's all sequential; something doesn't add up. The hack doesn't make sense, the fact that it's no longer at $600 million, and the fact that FTX was bankrupted in all of this is a complex web of events.
There's the Bahamas, and the founder, Sam, supposedly left the Bahamas and arrived in Argentina, which doesn't look good. Then there's Chicken Junior Singapore, who promoted FTX at one point. He's a YouTuber, and here he gives his explanation that at one point... well, yes. He promoted it, but I made a recommendation on FTX over a year ago in a post tagging me.
I'm not defending myself, it was a mistaken call, but those like Puro Moon, and that post from over a year ago, are... well, he's saying that at one point, as I understood it, he had recently said he didn't have any crypto anymore, he sold it all, and that's more recent than the FTX promotional video.
So, we also have Mick Kevin, my Kevin has a very big YouTube channel, and he also promoted it. All the finance YouTubers had talked about FTX, my FTX, FTX, and here we have Mick Kevin issuing some apologies, saying the following: I failed big time, warning about stablecoins and cryptocurrencies, like, I mean, Gold Rush.
However, I thought I was safe, invested in the Spike seller, the FTX brokers, and Blog 5. No, that's a 100% loss. I'm not hiding it either. This was my fault. I'm sorry. He gave him several things. I would have to investigate the topic much more, but I'll tell you what I've understood: the founder of FTX had a backdoor in the protocol, well, in the FTX case, meaning he could withdraw or move millions of dollars without triggering any alarms.
And indeed, he was doing more than that; he was misusing those funds. So, they're explaining that I'm also talking about FTX and recommending it. Well, so what happened? This guy Sam had this backdoor to use many millions of dollars from FTX without being audited, without any alarms going off about the movements he was making.
And they also had an investment fund—I do n't remember the name very well— where they could use those funds, I imagine, and this investment fund went bankrupt. And well, he had the FTX money, but the investment fund practically belongs to FTX. The money is gone. As they say in support, it's gone now.
People are criticizing these three YouTubers: Grand Stefan, Mid Kevin, and the other guy, Michael Burri, whose name I don't know. He still has many, many reasons for his criticism, for what he said in writing, what the NFC said, and now his... The next target is passive investments, which is a very strong signal.
Well, he's practically pointing to index funds, where you invest and it moves according to the stock market and the S&P 500, which is what Michael Burry has been talking about. So it's something that makes me think, well, if he's been caught out by these important events and is now directly criticizing passive investing, it doesn't sound very good.
He already hit crypto winter, the nasdaq, and now Michael Burry's next target is passive investing, which are index funds, indexes, that is, indexed to the S&P 500, and that worries me a little because, well, indeed, I think the S&P 500 could continue to fall. That's true, and the Nasdaq, but in my opinion, we're already halfway there.
But, well, this guy says that now they're coming... Well, it worries me a little. We're hoping Michael Burry is wrong. I do n't know, Rick is someone who's been caught out several times this year by the drops, I have to respect him. So, well, it is what it is, let's see how it works, how we navigate it.
Because if I What Michael Bublé is saying is a little worrying, and speaking about passive versions, which is a bit of a different topic (it's not my area of expertise), my brother says he's going to join me in talking about it because he knows more about it, but he's already asleep, dude. A big hug.
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