저자: ThinkingCrypto진행자 · 외국인
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결론: 진행자는 비트코인이 향후 상승할 것이라며 기관·억만장자 자금 유입을 근거로 강세를 주장한다. [시장 배경] 비트코인이 1만5천달러 선을 유지하고 있으며, 선거 및 백신 뉴스 이후 변동성이 컸다고 설명한다. 백신 출시가 암호화폐에 악재라는 견해는 틀렸다고 주장한다. [통화 증발·헤지 논리] 추가 부양책과 인플레이션이 예정되어 있어 법정화폐 가치가 떨어질 것이며, 비트코인은 이에 대한 헤지 자산이자 신흥 자산군이라고 진행자는 본다. [기관 자금 유입] 스탠리 드러켄밀러가 CNBC에서 비트코인 보유를 밝혔고, 빌 밀러·폴 튜더 존스 등도 언급되었다. 진행자는 월가 자금이 들어오고 있으며 자신들은 '스마트머니' 편이라고 강조한다. [드러켄밀러 발언 인용] 금을 훨씬 많이 보유하지만 비트코인이 더 유동적이고 베타가 커서 금보다 나은 헤지가 될 수 있다고 했다. 밀레니얼·Z세대로의 부 이전도 언급했다. [리플 CEO 관련] 브래드 갈링하우스가 바이든 행정부 기후 규제를 이유로 비트코인 기업 보유를 비판한 것에 대해, 진행자는 보유와 채굴을 구분해야 하며 자신은 비트코인과 XRP를 모두 보유한다고 밝힌다. [에너지 논쟁] 비트코인의 전력 사용은 인정하지만 가치 저장 수단으로서의 역할은 유효하다는 입장이다. 리플 측 XRP가 효율성은 우월하다는 주장에는 동의한다. [진행자 전망] 장기적으로 XRP 가격이 오를 것이라 믿고, 규제 명확성이 결국 올 것으로 본다. 워런 버핏도 결국 암호화폐에 입장을 바꿀 수 있다고 전망했다. [리스크·조건] 단기 변동성과 규제 불확실성은 언급되었으나 구체적 하락 시나리오나 목표가는 제시되지 않았다. [결론 메시지] 시장이 계속 상승할 것이니 인내심을 갖고 지켜보라는 메시지로 마무리한다.
다듬은 글
hello everyone i hope you're doing well welcome to the thinking crypto youtube channel where we cover the crypto news and we interview many of the folks who are building and investing in the crypto asset class please hit the guys bitcoin continues to hold that 15 000 price point which is very good it looks very bullish right because it has had a lot of volatility moves over the past week when you think about the election and just this morning about the vaccine news now there was some foot going around that okay the vaccine is coming out that means the crypto market is not going to do well that is in fact incorrect because the guess what the money printing will continue more stimulus is coming more inflation is coming so your fiat currencies will be debased guys that is what's happening right and bitcoin and the crypto asset class is a hedge against that not to mention it's a new emerging asset class so it's not like it's hit its peak it is on the rise it's maturing and we are seeing record-breaking demand from institutional investors such as billionaire investor stan druckenmiller who went on cnbc today and says he owns bitcoin guys we are seeing a pattern here millionaires and billionaires hedge fund uh managers jumping into bitcoin and crypto stanley is a an american investor hedge fund manager and a philanthropist and once again he's a billionaire and we saw just this earlier this week or i should say last week uh bill miller went on cnbc and also said he's in bitcoin and you should buy at the current price who's been going on cnbc as well paul tudor jones he did it a couple of times and of course it was the major green flag back in uh may of this year where he went on there and said bitcoin and kryptos is the fastest horse in the race right so certainly you see the trend guys the institutional wall street players are getting in and we are on the side of smart money we are here early before the masses so let me play the clip for you guys so you can hear it directly from the horse's mouth having said that um i'm a bit of a dinosaur but i have warmed up to the fact that um bitcoin could be an asset class that has a lot of attraction as a store of value to both millennials and the new west coast money and as you know they got a lot of it it's been around for 13 years and with each passing day it picks up more more of its stabilization of a brand so i own many many more times gold than i own bitcoin but frankly if the gold that works the bitcoin bat will probably work better because it's thinner and more liquid and has a lot more beta to it in terms of copper wow guys so many things unpacked there right let's talk about it first he said um he owns bitcoin he owns more gold but notice he puts bitcoin in the same category as gold as a hedge and he said bitcoin is actually a better hedge because it's more liquid obviously you can move it around easier and buy and sell it faster right we all know the technological uh reasons there is better than gold and he talked about millennials right we've been talking about this guys for years now where even a lot of money is going to be handed down from boomers to millennials and you know just inheritance and we talked about the studies done where it's go it's going to be in the trillions and that some of some of that money not all of it it's going to go into crypto and millennials and the gen z folks are of course more technologically advanced right it's just a matter of generations they're more leaning towards the the digital economy digital environment around us we know about social media the internet and everything's on the internet now so he sees this and he said he called himself a dinosaur but he's now jumping into bitcoin while he has jumped into bitcoin so this guy had an enlightening enlightenment moment right because he called himself a dinosaur but he woke up to it he realizes hey this is an asset class and he talked about western money is going to be going into this and you know i i'm in agreement with them guys there's a shift taking right a paradigm shift and you're going to see more money go to crypto and obviously bitcoins the head of the snake here and we're going to see this market mature and one by one they're coming in the billionaires and millionaires and i can't wait to see if warren buffett capitulates as well i think he eventually wills he may not look at the end of he may not even come out right because it's probably not on brand for him come out and say anything but i wouldn't surprise me because he's we've seen him change his mind on gold remember he trashed gold in the 90s early 2000s and then he went and got into gold stocks right because uh he he uh got rid of his bank stocks so he he can change his mind like he did on gold guys so very very bullish here uh i hope you guys see what's happening it's pretty amazing to watch this unfold and and the likes of these guys who have nothing to do with crypto they've they made a lot of money off the financial traditional financial markets now getting into the asset class so i hope that gives you confidence and that you see where we're headed right where we're ahead don't don't forget to look at the macro picture here now guys moving ahead now this is interesting ripple ceo brad garlinghouse this is bitcoin's energy use in advance of biden administration now i know you guys some of you get really emotional about this pres i said presidential a president-elect yesterday for biden i i mentioned it wasn't a political video and this is not a political video i'm just stating as it is now if the facts come out of voter fraud and things get changed then it gets changed right but right now as of what we're working on you know i'm not gonna debate people on social media we're gonna go with what the current facts and majority facts are and if like i said if the voter fraud stuff comes out and things are changed then so be it i'm not against anything here i'm just stating the facts well with joe biden being declared the next president and once again i'm just reading it verbatim off the article ripple ceo brad garlinghouse is making sure his company's messaging aligns with the new administration so brad tweeted something here i i don't know man i know how to read this but i know the folks at ripple and i've called them out on it they're very anti-bitcoin sometimes and it's almost like hey don't look at bitcoin look at xrp pump our bags and i don't like that i i think if you if ripple is doing what they're saying they're doing with xrp then you don't need to mention bitcoin you just need to mention give us the regulatory clarity and we will get going with these banks right versus calling out bitcoin and i know bitcoin uses a lot of electricity and a lot of energy but the free market if you believe in the free market right and capitalism of the united states and i do the these big-time investors millionaires and so forth are voting with their money and putting it into bitcoin a lot of bitcoin mining farms are being built we are seeing the institutional players adding bitcoin that's not to say they're not adding xrp but they are putting more money into bitcoin right look at grayscale they have their largest trust is bitcoin but they also have an xrp trust they have an ethereum trust so people don't get some reason can't stay balanced when it comes to investing they get emotional they either on one end of the spectrum there's no middle of the road anymore guys two things can be true at the same time bitcoin is a great store of value but it also uses a lot of electricity and energy xrp uh can be a better way to move money but given the current climate bitcoin is where it's at now i'm not giving up on xrp i hold xrp and i'm planning to hold it long term so let me give the details ripple ceo brad garlinghouse thinks corporations converting cash into bitcoin could be making a costly mistake as a more environmentally cauti conscious biden administration takes the white house in january now i don't agree with that so they're holding the asset are they the ones mining it like if square buys it if this gentleman billionaire stan druckenmiller buys it microstrategy buys it is it are they mining bitcoin no so i don't understand that garlic house tweeted monday that the incoming president will be much tougher on climate change requiring that all publicly traded companies disclose their greenhouse gas producing activities once again if you're holding bitcoin that doesn't mean you're generating greenhouse gas or you're using electricity you just own the asset he singled out square as one company that may want to pay attention to the new federal guidelines that could get rolled out as soon as biden takes office garlinghouse's comments piggyback off an earlier tweet from the new york time new york times politics which outlined some of biden's proposed measures on climate change including rejoining the paris agreement and signing executive orders to curb emissions president trump withdrew from the paris accord in 2017 over allegations that the pac would harm the us economy square made headlines last month adding 4709 bitcoin to its balance sheet now once again is square mining the bitcoin no they're just buying it so at the time of purchase the newly acquired bitcoin accounted for roughly one percent of the payment companies available cash in hand in august mid cap technology company microstrategy said it had made bitcoin its new reserve currency by purchasing 250 million dollars of the digital asset so once again i don't you guys know i'm bullish on xrp i like brian garlinghouse he's he's a smart guy and i would love to talk to him one day interview him and so forth but i don't agree with him on this and like i've said i'm not here to kiss ripple's ass i'm here to make money and there are people who are here to kiss ripple's ass and they get very uh cliquey and and you know just becomes like a religious following like they get emotional about it right so garlic house lauded micro strategies crypto play in august but appears to have shifted his stance following the presidential election ripple's sustainability of money narrative appears to gel with the concerns of the incoming biden administration it's also used to showcase xrp's supposed superior over bitcoin's resource draining proof of work consensus ripple claims that for every 1 million transactions its xrp token could power 79 000 light bulb hours compared with bitcoin's 4.5 1 billion light bulb hours the company claims xrp is 57 000 times more efficient than bitcoin um sure i think it's definitely a fact xrp is faster more efficient cheaper to use right i'm i would not argue that that's why i'm invested in xrp that's why i believe uh you know with the use case of a bridge asset is why and i'm holding long term but i also believe bitcoin's a great store of value those two things can be true people right common sense logic can will tell you that if you take the emotions you take the tribalism out of it um i don't agree with brad here uh about that because the free market is doing the opposite of what he's saying now the free market was agreeing with him he would have a point but the big money the billionaires and millionaires are clearly holding bitcoin you can dream up something have wishful thinking but unfortunately that is the fact xrp maximalist don't be angry that i said that i'm just stating the facts right and i am bullish on xrp um i believe eventually we'll get the regulatory clarity guys i've interviewed people from ripple for goodness sake i've talked to craig dewitt i'm speaking to adam trademan who's the ceo of sbi i've talked to uh caroline bowler at btc markets which is a ripple odl partner i've talked to catherine coley he worked at uh ripple now at binance us so i've spoken to people i see the things being built around xrp um and i know xrp's day is coming but bashing bitcoin and and saying all these things does not help when the free market is doing the complete opposite so food for thought think about it once again uh trying to stay in the middle of the road here not going off on each end of the spectrum and trying to use some logic here guys so guys what do you think about this news i think this is bullish stan druckenmiller going on tv another big time investor and saying he has bitcoin very bullish be patient huddle and let's watch sit back and watch the prices go up you
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