저자: 미상 · 외국인
요약 보기
버핏이 달러 가치 하락 우려를 밝혔다는 점을 근거로 들어 비트코인과 금 등 가치저장 자산 보유를 권한다. 미국 달러 구매력 하락과 비트코인 기준 주택 가격 하락을 제시한다. 솔라나는 USDC 온체인 거래량이 타 체인을 압도한다는 서클 CEO 발언을 인용해 유망하다고 한다. 비트텐서(TAO)는 곧 있을 반감기가 가격을 끌어올릴 것이며 반감기 후 6~14개월 사이 상승을 기대한다고 주장한다.
다듬은 글
And obviously we wouldn't want to be owning anything that we thought was in a currency that was really going to hell. And that's the big thing we worry about with the United States currency. Billionaire investor Warren Buffett just made the case to own Bitcoin, saying the natural course of government is to make the currency worth less over time.
The natural course of government is to is to make the currency worth less. Yet this is while his company Berkshire Hathaway sits on more cash, more US dollars than they have held in over 20 years, over $350 billion worth of cash. And obviously, we wouldn't want to be owning anything that we thought was in a currency that was really going to help.
As the company stock Berkshire Hathaway plunges below its 200-day moving average, signaling Warren Buffett has a fiduciary duty to the shareholders to put all this cash into some other asset. Again, he has never held this much cash ever. Yet, he makes the case that it's not smart to hold cash long-term because it's only losing value.
Let's also talk altcoins. Which altcoins have growth potential? The onchain transaction volume on Salana dominates all other chains as well as the very first bit tensor having is happening now. Don't forget to Bit Tensor is built very similar to Bitcoin. Let's listen to Warren Buffett make the case for Bitcoin or gold or any store of value assets.
This is about 2 and 1/2 minutes long but very worth it. Let me share this with you then I'll react. And obviously we wouldn't want to be owning anything that we thought was in a currency that was really going to hell. And that's the big thing we worry about with the United States currency. I mean it the the tendency of a government to want to debase its currency over time is there's no system that beats that.
you you can pick dictators, you can pick representatives, you can do anything. But but the people there there will be a a push toward weaker currencies and of course that is I mentioned very briefly in the annual report that the the fiscal policy is what scares me in the United States because it's it's made the way it is and uh and uh all the motivations are to doing a lot of things that will cause can cause trouble with with money.
But that's not limited to the United States. It's all over the world and some places it gets out of control regularly as you know they know they know no they uh they devalue it rates that are breathtaking and that's con that's continued. I mean, and you people can study economics and you can have all kinds of arrangements, but in the end, if you've got people that control the currency, uh you can you can issue uh paper money and you will or you can engage in clipping currencies like they used to centuries ago.
Or there will always be people It's the nature of their job. I don't I don't I'm not singling them out as particularly evil or anything like that, but the natural course of government is to is to make the currency worth less uh over time and uh and that's got important consequences and it's very hard to build checks and balances into the system to keep that from happening.
So given the purchasing power of the US dollar has literally only been going down given enough time the last 100 years and by the way that's not slowing down. The United States dollar has lost over 20% of its purchasing power in just five years, meaning a $100 bill that you had in 2020 now buys $80 worth of goods and services, leaving Warren Buffett to signal that it is their fiduciary duty to not hold cash for too long.
And with over $400 billion worth of cash, it is worth understanding that assets priced in Bitcoin, for example, US houses are trending to zero in Bitcoin terms, meaning they're getting more affordable housing priced in Bitcoin. In 2015, it cost around 688 Bitcoin to buy one house. In 2020, it cost around 12 Bitcoin to buy a house.
Today it costs around 4.9 Bitcoin to buy a house. Do we think inflation is ending or do we think inflation is getting worse? I think it's getting worse. And if that's the case, then the trend is your friend. Warren Buffett doesn't make many moves. He often makes just one or two big moves eventually.
As a value investor, he often tries to make the safe move. So, do I think he's going to put all of that billions of dollars into Bitcoin? He's a guy that self admits he missed tech, right? He missed Apple. He missed Google back in the day. He didn't end up buying Apple stock until decades later. But really, the smart thing is to own a basket of store value assets like Bitcoin, like gold, and also focus on assets with true product market fit.
The CEO of one of the biggest stable coins in existence, Jeremy Aair of Circle behind USDC says Solana is dominating all other chains in volume. When you look at onchain transaction volume of USDC, actually the onchain transaction volume on Salana dominates all other chains and um the the maturation of the infrastructure is just making this more and more compelling.
We're seeing more and more major consumerfacing and merchantf facing platforms adopting USDC on Salana as a primary infrastructure. So I mean we're we're thrilled with what's happened. I mean look at this. Like this is pretty awesome. We also have the very first bit tensor having happening probably by the time you watch this video.
Many of you have been asking me Austin how do I talk to my family about bit tensors having? Give me some words. Give me your thoughts. Well, Bit Tensor's first having is expected to boost Tao's price in the long run just like the Bitcoin having and starve out the zombie subnets just like the Bitcoin having starves out the zombie miners.
This is a really good breakdown very basic very simplistic of what Tao is. Well, don't forget Tao Bitensor is built very similar to Bitcoin 21 million to fixed supply of 21 million tokens a havinging every four years. The only thing that's different is Bit Tensor again the tower is the token. Bit tensor uh abstracted away the incentive mechanism.
So it's a very similar idea. Let's give incentives for the people who help us. So Bitcoin does that gives incentives to the miners who validate transactions. But Bit Tensor gives incentives to people who come up with better and better AI models or whatever the problems are that the subnets are trying to solve.
So it really is it's like the Bitcoin of entrepreneurship. Investing in Tao to me is like seed investing in hundreds of different in hundreds of different AI startups. Meaning many of the Tao subnetss will not make it. The zombie subnets will get starved out. the subnetss that survive. And if you're invested in tow, it's like seed staking AI projects early.
This is sort of has a AI robotic voice, but I really do think this is a great 90 seconds. I'm only going to play you 60 seconds, but 90 seconds of Bit Tensor Basics explainer video. Think of it like this. Google owns YouTube, Maps, and DeepMind. Completely different businesses under one roof. Each uses digital intelligence in its own way, but all of that value ultimately rolls up into a single centralized company, Google.
Now imagine that same model, but open, decentralized, and owned by its contributors. That's Bit Tensor. Each subnet is its own mini economy with its own incentives. A marketplace where the best intelligence wins. Competition forces improvement as someone will always push the benchmark further. Define a problem, define how to score it and Bit Tensor will solve it.
And instead of the value flowing into a private company, it flows back to all contributors. I personally believe that just like the Bitcoin having the second this happens, we're not going to see any fundamental change. The true value is going to be six to 12 to maybe even 14 months later is where price for the Bitcoin having usually goes up.
I would expect if you know the altcoin doesn't go to zero, I would expect price to go up. That's personally me. You can always subscribe to altcoin daily for a daily video keeping you informed about crypto.
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