저자: Sam · 외국인
요약 보기
영상 결론: 인터뷰 속 Cathie Wood(ARK)는 비트코인이 여전히 50만 달러까지 갈 수 있다고 보며, 현재 하락은 투매(항복) 구간이라 매수 기회라는 입장이다. Cathie Wood 발언 요지: 과거 4월 기준 50만 달러 목표를 유지한다고 언급했다. 최근 환경 우려(엘론 머스크의 이탈 등)는 바뀐 요인이지만, 재생에너지 비중(중국 채굴 전력 50% 이상 재생 주장)과 태양광·파워월 등 분산 그리드에서 남는 전력을 채굴에 쓰는 구조가 확산되면 채굴 이미지가 개선될 것이라고 봤다. 가격 및 지표 근거: 비트코인이 200일 이동평균(약 4만 달러)을 이탈하며 3만 5천 달러까지 밀렸는데, 온체인 지표가 대공황 수준의 투매 즉 항복(capitulation) 국면임을 가리킨다고 주장했다. 저점이 어디인지는 특정하지 않았다. 기관 동향: ARK가 최근 이더리움 약 2천만 달러어치를 매수했고, 마이클 세일러(MicroStrategy)는 11만 1천 비트코인을 보유하며 매도하지 않았다고 언급. 테슬라의 비트코인 보유 유지(다이아몬드 핸드) 가능성도 거론했다. 시장 상황 및 리스크: 플랫폼 장애와 중국발 악재(FUD), 과도한 레버리지 청산(마진콜)이 겹친 상황. 최저점 부근에서 비트코인 3만~3만 1천, 이더리움 2천 하회, 카르다노 1.03달러를 찍은 뒤 반등해 비트코인 4만, 이더리움 2,850, 카르다노 1.80달러까지 올랐다가 일부 조정 중. 200일 이평선 아래에 오래 머무르면 부정적이라고 경고했다. 출연자 및 기타: 채널 운영자 Sam은 Cardano, Ethereum, Bitcoin을 저점에서 매수했다고 밝히고, 리워드 링크(이자형 플랫폼, 트레이딩 앱, 유료 멤버십)를 홍보했다. 투자 조언이 아니라고 고지했다. 주의: 영상 자막은 2021년 5월 기준이며 이후 시세와 무관하다.
다듬은 글
how's it going everyone it's sam i want to play this video for you here on arkanvest talking about bitcoin today talking about how they still think it could hit 500 000 in the near future now that being said i will just leave you with this real quick if you don't mind hitting the like button i really appreciate that i want to talk more about this and about this video after we go through this so stick through after that and there is a link down there to block five to get an interest rate on your cryptocurrency and also a link down there to the patreon to see exactly what i'm buying and selling i'm not saying we're right all the time but we did buy ada right by the bottom today we were buying the dip a lot of us did make some good money and there's a link down there to weeble to get a bonus and to be able to trade before the market opens and after it closes so thank you for doing that and let's get into it here bitcoin i mean you at one point i think back in april told dow jones that he could go to about five hundred thousand dollars do you still hold that target do you still think that's where we're headed i i we do i do yasin el mandra uh crypto analyst and and uh we we go through soul searching times like this and and scrape the models and yes our conviction is as high the one thing that has changed here however is the environmental concerns around uh bitcoin in particular have uh caused uh people like elon musk to pull away and say whoa whoa whoa let me let me make sure i understand this and we believe that even this is going to change because first of all right now uh the percentage of bitcoin mined with renewables and hydroelectric power is quite substantial i think in uh china it's over 50 percent in renewables and we also believe and we wrote a paper uh in conjunction with square on this and we're going to have a conference about it in july we believe that bitcoin mining integrated into the distributed grid and by that i mean solar roofs power walls in homes uh utilities merchant power producers uh starting to include bitcoin mining in the ecosystem why would they do that they would do it because renewables are intermittent power sources right weather is it sunny or not wind is it windy or not and bitcoin mining could take off if it's if there's excess energy uh uh from solar being loaded into power walls it can be offloaded into bitcoin mining and the whole ecosystem therefore becomes much more economic if this happens we believe that the the uh adoption of solar is going to accelerate dramatically because there's another profit center associated with it bitcoin mining well what happens though in the meantime so here we are at 35 000 kathy do you think we go much lower from here uh you never know how low is low when a market gets very emotional uh a lot of traders see bitcoin uh dropping below the 200-day moving average uh which is which was at 40 000.
uh so traders once that happened they just dumped some just uh dump and run i think we're in a capitulation phase uh yasin has a dashboard we were looking at all the indicators this morning they are all suggesting that we are in the capitulation phase which is a really great time to buy uh no matter what the asset is a capitulation phase is buy it's on sale now am i saying 35 000 is the low you know if traders uh and there are a lot of speculators in in bitcoin if they are uh running for the hills just because uh bitcoin has broken through a moving average that is important to them it could continue but all of our indicators are saying this is capitulation right now do you have a low point on your model for bitcoin no these metrics uh are are more a measure are we in a truly capitulation phase and it's very detailed yasin uses on-chain analysis which this is the only asset where you can see exactly who's doing what when why and how and all of those metrics are saying this is a capitulation this is as as bad as it got during the corona virus crisis so kathy wood here is talking about bitcoin hitting 500 000 now that would be about 13x from where we are right now that is where the interest rates get really juicy if you do invest somewhere that pays an interest rate because let's say block five pays you five percent and you put ten thousand dollars in now you might be getting five hundred dollars a year in bitcoin but if we go up 13 x from here you would be getting 13x that 500 which would be about 6 500 in bitcoins so kathy in this video talks about how we are in the capitulation phase now if you don't know what that is capitulation is when investors give up any previous gains in any security or market by selling their positions during periods of declines so fear selling right capitulation can happen at any time but typically happens during high volume trading and extended declines for security so high volume trading is what we had just now a market correction or bear market often leads investors to capitulate or panic sell the term is derived from a military term which refers to surrender after capitulation selling many traders think that they are bargain buying opportunities this belief is that everyone who wants to sell a stock for any reason including for selling due to margin calls already sold so arc investors saying they think that this is really the capitulation phase everyone that's had to sell has sold all the weak hands have gone out and now we are in the accumulation phase a lot of companies are accumulating a good amount of bitcoin and other cryptocurrencies too i know specifically arc bought ethereum pretty recently they about 20 million dollars worth we have michael saylor saying that they acquired 111 000 bitcoin and have not sold a single one so now they they bought some more they bought more the day before they continuously buy we have charts that are saying that hey it's really just new investors that are losing all the money it's people on high margin they're getting margin called we had platforms literally shutting down today because they could not handle the volume we have fud from china we have elon musk talking about how they have diamond hands over at tesla holding their bitcoin and how they're not panic selling leading us to think okay maybe they don't want to sell at all because uh it would be i think very bad press if they held on and then maybe they sold it in a week or two but we have yet to figure out what's going to happen there now in this video they do talk about the the general change in market sentiment that maybe bitcoin is not the most energy efficient model so or the most energy efficient cryptocurrency now there are much more energy efficient cryptos out there whether you talk about even dogecoin or ada cardano uh there are other options out there besides bitcoin so if anyone is really annoyed at bitcoin for not being energy efficient you can look at other cryptocurrencies however we still have a little bit of a trend up in the market today we did see lows right around 30 to 31 000 for bitcoin ethereum just touched below 2000 we had cardano at a dollar and three cents i picked up a lot of the dips on these now we are seeing some softening right we had it jump all the way up to 40 000 for bitcoin 28.50 for ethereum cardano was at a dollar eighty so we are seeing a little bit of a decline here and maybe it is some people that really bought in this morning and are just taking some profits because they are up literally 40 in cardano at one point ethereum was up significantly to about 40 percent and bitcoin was up about 30 or so so maybe people are just taking some profits but people are in uh you know long-term holders whales and people that are in this for long term are picking up more i know a lot of people are becoming cash poor right now because they are buying cryptocurrency of course none of this is financial advice of course things can change right kathy wood stands changed a little bit too just on the fact that hey there has been some fear uncertainty and doubt around cryptocurrency mining i think it is going to be interesting to see does tesla actually go into cryptocurrency mining do they actually want to make it you know do they want to incorporate their own energy savings into bitcoin mining bring bitcoin mining to the masses allow you and i to to bitcoin mine with our tesla solar panels and stuff like that i don't know but it is going to be very very very interesting to see what shakes out of this of course there's a lot of uncertainty i've been buying the dip but that's not financial advice i'll actually show because someone was giving me a hard time saying that i need to show what i've been buying and selling so i posted it over on my instagram i've picked up more cardinal ethereum and bitcoin i'll play it here for you too on the video but i also bought a couple hundred dollars worth of ethereum and bitcoin last night in another portfolio so overall i am eating this dip i am happy to buy when things flash crash i've always been happy to do that because i think there's a lot of fear and a lot of margin calls at this point though we are seeing like i said a little bit of softening so just be careful we're gonna have to pay attention we are under that 200-day moving average which a lot of people are paying attention to and could cause some negative implications if we close below that for too long now thank you guys so much for watching i appreciate let me know your thoughts on what kathy wood said and what i said down in the comments thank you for checking out the link down below to blockfy and for checking out weeble please hit subscribe if you haven't done that already and if you want to see what i'm buying and selling on a daily basis and give and get updates when the market opens and when the market closes you can check out the link down below to patreon i recently opened up some lower level tears in there if you're interested in getting in there when it's a little bit cheaper thank you guys and i'll see in the next video bye you
Comments 0