저자: BillMiller—진행자제외,제목기준 · 외국인
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결론: 빌 밀러는 비트코인이 장기적으로 30만 달러까지 갈 수 있다고 보며, 자산의 1~2%를 비트코인에 배분할 것을 권한다. 비트코인 투자 배경: 밀러는 2013년경 약 200달러에 매수를 시작했고, 2014년 마운트곡스 붕괴 후 재매수해 평균단가가 약 300달러라고 밝혔다. 진행자는 이를 '스마트 머니가 저점을 산다'는 근거로 제시했다. 비트코인 상승 근거: 통화·결제 시스템·비상관 자산 등 다양한 용도 중 어느 하나만 실현돼도 큰 가격 상승이 가능하다고 주장했다. 발행량이 2,100만 개로 제한되고 탈중앙화되어 있어 법정화폐 대비 가치가 장기적으로 오를 것이라고 봤다. 금과 함께 인플레이션·통화 증발에 대한 헤지 수단으로 언급했다. 가격 목표: 밀러는 비트코인이 100배 이상, 1,000배까지 오를 수 있다고 말했다. 진행자 본인은 다음 상승장에 8만~10만 달러, 이후 사이클 저점 약 2만 달러, 다음 반감기 이후 30만 달러 가능성을 언급했다(진행자 전망, 밀러 발언 아님). 포트폴리오 전략: 진행자는 금·일부 주식 보유를 언급하며 분산투자를 강조했다. 밀러는 2017년 2만 달러 고점에서도 매도하지 않았다고 밝혔다. 코인베이스: 8월 14일 첫 투자자의 날(Investor Day)을 연다는 소식을 소개하며, 상장(IPO) 준비 목적이라는 진행자의 해석을 전했다. 회사 측은 교육 목적이라고 밝혔다. 바이낸스·규제: 바이낸스 CEO 인터뷰 예고, 바이낸스 카드(스와이프 인수) 소식 소개. 한국 국회에서 가상자산 자금세탁 세미나가 열린다는 뉴스도 전했다. 리스크: 진행자는 투자 권유가 아니라고 명시했다. 가격 급락 가능성(2만 달러 저점 등)도 함께 언급되었다.
다듬은 글
um [ crypto asset class i will be interviewing cz binance's ceo next week you guys may recall i interviewed him three months ago we're going to talk about the swipe acquisition finances three year anniversary and much more if you have questions you'd like me to ask him leave them in the comments section if you're new her now to the news legendary investor bill miller makes the case where bitcoins rise to 300 000 and we are seeing tons of legendary investors and big names from wall street are getting into the crypto market we recently heard from paul tudor jones which i think personally think was a major green flag for the rest of wall street and all of these hedge funds are now adding bitcoin and cryptocurrencies to their portfolio guys so let me give you the details bill miller chairman and chief investment officer of miller value partners is sharing his crypto investment strategy and why he's bullish on bitcoin in the future proof interview or i should say in a future proof interview the head of the investment firm that manages three billion in assets describes the start of his journey as a bitcoin believer i got involved in bitcoin around 2013.
he's an og he got in early it was trading around at around two hundred dollars or so when i started buying it then it ran up to one thousand one hundred dollars to twelve hundred dollars and then mount gox collapsed bitcoin collapsed all the way back to two hundred dollars again in 2014 i began to buy it again my average cost is about 300 a coin he's sitting pretty good right now guys and of course he's a millionaire and he's managing billions in assets so he's he's probably got a really nice bag but notice what he said my average cost dollar cost averaging i hope many of you have been doing that guys we're lucky we are on the side of smart money buying the lows and selling the highs and dumb money buys the highs and you know what happens they sell the low right so pat yourself on the shoulder say good job to yourself because we're here early we're lucky guys many people don't realize what's taking place and we're seeing the smart money all these big-time investors all these billionaires and millionaires are putting their money in and i'm planning to do a video by the way guys outlining who are the billionaires and millionaires who have publicly stated they are invested in bitcoin and crypto so stay tuned for that video so miller says there are several fundamental reasons why he became an early adopter and long-term advocate of the world's leading cryptocurrency the nature of what it is it was trying to do it had many different ways to win my view was if any of those various things it became a currency it became a payment system it became a non-correlated asset any of those things much less all of them would lead to a very dramatic move in the underlying price that was also helped along by the fact that it is limited to 21 billion excuse me 21 million bitcoin and it is decentralized it is not able to be tampered with or debase he makes a great point bitcoin was created out of the 2008 financial crisis and it's why we have the crypto market that we have now it's because of bitcoin and it is a store of value a hedge against money printing inflation crony capitalism and it is a deflationary currency so there's a cap hard cap it's hard money 21 million means you can't print more like what the world governments are doing right which drives the value down but because it's cap it's deflationary its value will rise over time against the uh fiat currencies so that's why i hold bitcoin in my portfolio sure i hold other things like xrp and ethereum but i believe x uh bitcoin is going to do really well from an investment standpoint miller says bitcoin continues to offer a favorable favorable risk reward ratio he's an advocate of a small one to two percent portfolio allocation to bitcoin in the long run he believes he could earn a 1000 x or more return on his bitcoin investment which would place bitcoin at three hundred thousand dollars uh here's the quote i could make 100 x off my money i could make 1 000 x maybe more than that i can only lose 100 percent i still have it i haven't sold any bitcoin so even in the 2017 run up to 20 000 this guy did not sell now don't get me wrong he's probably in a position many of us are not in right he's wealthy he's already a millionaire so he is uh looking at the longer term and honestly i am too and that's why i always preach and i say to you guys patience patience you got to look at the market macro level if you're looking at daily and weekly charts you're going to get disappointed you're going to be sad and depressed i'm looking macro level guys back in the 70s and 80s people were talking about putting five percent of your assets in gold because it's a hedge it's an insurance policy in case inflation comes back again as it did in the 1970s i would say that if that's a sensible thing to do then certainly to have one to two percent of your assets in bitcoin makes great sense here i'm in absolute agreement i hold some gold in my portfolio too i diversify i have some stocks that i play around with for example because of the partnership i know ripple has with moneygram i put some uh money into moneygram when it was like a dollar and it sold at three dollars and sixty cents so i almost 3x my my returns right i'm just using robinhood by the way now you got to be smart and play the market i i it's not the stock market right now is very risky because it's being artificially pumped we all know that right because of the fed printing you can play that game and try to make some money i played it and i made some money i haven't put anything else behind it but i'm the point i'm trying to make is i diversify kryptos one part of my portfolio i had gold and and like i said i play around with some stock some stocks i'm holding long term doesn't matter what happens now um but bitcoin is going to do well and there's a really great upside here because we are so early it's a young asset class and gold uh you know i believe gold is going to increase in value too i believe it's a great hedge against what's happening guys it is pretty clear as day what the what's going on in the world with the money printing and how that the fiat currencies will continue to devalue and means your savings will continue to the value so things to think about but i like this price point i'm personally on record saying between 80 000 to 100 000 in the next bull run up a 10x from where we're at right now which is not um ridiculous because when you look at the 50x gains bitcoin has gained in its history after the halvings 10x is very conservative right so if you think we're at 9000 right now near 10 000 a 10x of that 100 000.
that's not ridiculous when you think about what's happening globally with money printing and all the institutional players like bill miller getting in now here's what bill miller looks like a photo of him until older gentlemen uh been in the game the investing game for a long time here's their website miller value partners and i i was searching to see what they had to say about bitcoin they've been tracking and talking about bitcoin and its performance and uh it is beautiful to see these wall streeters these big hedge fund investment guys getting in it is amazing you know i've said it many times i got into the market in late 2016.
we didn't have this news guys i was just sitting around like well is this is this for real is this a scam is am i gonna make some money here you know a friend told me about it obviously the more research i did and do your own research i learned about it i understood the principles and what's happening and now that i see fidelity paul tudor jones and all of these guys getting in i have no doubts anymore so i'm certainly bullish on the market bill miller is three hundred thousand dollars um it could spit bitcoin could certainly hit that i'm not saying next year but certainly four or five years from now right because i'm looking at an 80 to 100 000 in the next cycle up um then you usually have your corrections maybe bitcoins next bottom is going to be twenty thousand dollars that's like how it is nine thousand dollars now and then the next four years after that the next halving in cycles heads to three hundred 300 000 we'll have to wait and see but i definitely believe the value will increase now guys we've been talking about coinbase and them looking to do their ipo well they are planning to hold their first ever investor day amid a amid talks that they may go public so let me give you the details coinbase has scheduled its first ever investor day for august 14th amid rumors that the crypto exchange is exploring a public stock listing and i showed you guys my poll i did you know most people said they would not invest but very closely behind that was uh people saying yes i would and i mentioned in my vid last video that i would invest in them because even though they've had a lot of issues it would make them more accountable they would be on another level not just in the crypto market but in the financial markets more eyes from the sec and so forth so uh they would be a have a first mover advantage as a crypto exchange they have the branding they have a huge customer base and they have the dominance here in the united states so i would certainly invest in them it's unclear however whether the virtual event is related to the rumored effect efforts to go public a coinbase book spokesperson confirmed that the meeting is coming but it's said would uh it was meant simply to facilitate a wider understanding of cryptocurrencies and blockchain technology this will not be a traditional investor day but rather an opportunity to hear our perspective on the crypto economy and learn about coinbase's role in the ecosystem now i think this is a play for ipo why you're drumming up noise you're drumming up attention come listen to our experts and how we look at the market and once again you have that um that broadcast of the news coinbase had their uh you know their first ever investor day and here's what was said right it drums up attention so that's why i believe even though they're putting out a statement saying nah nothing about going public i think it is part of the plan which is okay i don't have anything um problem with that right if i was going public i'd be drumming up tons of noise right like hey look at me because i want the news cycle i want to get more eyes on what i'm doing and obviously more potential investors now binance ceo like i said i'm interviewing cz next week showcases first use of binance card uh binance's ceo first beta transactions of binance card are powered by recently acquired swipe which we're going to talk about in the interview so cz tweeted about this showing an example of it so if you guys got questions about it leave them below i'll ask cz for you and it is great to see once again all these on and off ramps being built and the infrastructure being built for the crypto market guys and we're going to see more exchanges doing it we're going to see a lot of reward systems and all kinds of incentivized and uh programs for people to use crypto finally south korean national assembly to discuss crypto transaction transparency south korean legislator uh will host a seminar to address crypto laundering and other related topics crypto is becoming so big so relevant world governments now have to put on their agenda we need to talk about crypto this is so amazing guys i i hope you grasp how big this is and this is happening here in the united states you got congress talking about it right you got uh all these governments worldwide central banks everybody talking about crypto of course guys it's the new asset class like i said patch yourself on the shoulder if you're here early we are buying the lows and we're going to sell the highs obviously not financial advice i'm just talking about general investing principles right uh that is the strategy we are on the side of smart money do your own research of course the stuff i'm sharing here with you go verify it read it for yourself it's important if you're if you like this video please share it please thumbs up i'll talk to you guys later you
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