저자: BillMillerIV · 외국인
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Bitcoin은 크립토와 구분되며 공급이 2,100만 개로 고정되어 장기적으로 가격 상승이 예상된다는 결론 비트코인은 공급이 고정된 자산으로, 수요가 공급 증가율(연 1.5~2%)보다 빠르게 늘면 가격이 오른다는 논리 비트코인 해시레이트 사상 최고치 경신, 2024년 4월 반감기로 신규 공급 감소 → 가격 상승 압력 주장 현물 비트코인 ETF 승인 임박(2024년 1분기 혹은 그 이전) 기대감 제시 미국 재정적자·국채 부담 증가와 법정화폐 가치 하락을 근거로 비트코인을 안전자산으로 제시 미 연준의 비트코인 규제 가능성을 낮게 보며, 규제 시 오히려 검색·사용량이 늘었다고 주장 비트코인 변동성은 자산 가치가 상승한 결과이며, 법정화폐가 실제 변동성의 원인이라는 반론 제기 장기 투자자에게 유리하다는 견해이며 단기 변동성에 대한 경고는 없음 참고: 이 영상은 비트코인 옹호 콘텐츠로 단기 가격 예측은 명시적으로 없음
다듬은 글
well I think it's really important that we differentiate between Bitcoin and crypto so crypto was convicted yesterday on seven counts of fraud lying to people about what you're doing with their money is wrong the beauty of Bitcoin is that's not an issue there is a very clear digital Ledger maintained by computers and a very clear protocol out there that's visible for everyone to see Bitcoin is very different from crypto what's up guys so pretty big deal Bill Miller ivth son of legendary investor Bill Miller went on Yahoo finance the other day and basically gave a simply Bitcoin Spiel on why Bitcoin and not crypto is the world waking up it looks like it the mainstream media is coming around the institutions are coming around that jackass SBF may have been the greatest advertisement in history for why Bitcoin only hey we got a lot to cover let's get it Bitcoin is very different from from crypto so crypto was convicted yesterday Bitcoin is still going very very strong the Network's as strong as it's ever been you know there's more users than there's ever been so we continue to see very positive Trends in in Bitcoin not so much in crypto definitely concur not looking good for shitcoin landia out there and we saw SBF found guilty you know kind of sad no campaign finance charges there but I think uh we kind of understand why probably end up getting probation or like community service but we'll be funny to see him you know cleaning up trash on your local Highway fingers crossed for that maximum 115e sentence but again guys Bill Miller is not lying just this morning from glass node the Bitcoin having is pushing the hash rate to an all-time high following its first ever 500 x aash the second day and September 15th the network experienced a similar surge on November 4th and 5th with hash rates reaching 521 and 514 xah has a second the strongest Computing Network on the planet just keeps getting stronger and again let's get to this this is pretty big news the legend Bill Miller well he's kind of passing things down and Bill Miller IV has acquired majority stake in Miller value Partners you know some of us are visual and we need we need a refresher but here is Bill Miller and if you want to know kind of where Bill Miller ivth got his ideas well Bill Miller has been in Bitcoin for a while and he's pretty based so it comes down at the very basic level for supply and demand so Bitcoin is the only economic entity where um the supply is unaffected by the demand so even with gold if gold which is $1,800 today if gold goes to $18,000 there will be a lot more gold mined because mins that are unprofitable will become profitable and so gold which which accretes today the production of gold is about equal about one and a half to 2% of the total value per year that's the same uh accretion that Bitcoin has currently uh that but this year 2022 I think will drop below 1.5% on that so only only 21 million Bitcoin can ever be created or close to it it doesn't matter if Bitcoin is 100,000 or or 20 million there's only going to be that many of them so um all you have to really believe is that the demand for Bitcoin will grow faster than 1 and a half% you know over the next number of years and the price inexorably will go up so I I I've only recently been allowing myself to be described as a Bitcoin bull I I used to tell people they say oh you're a Bitcoin bull you own a lot of Bitcoin I'm like I do own a lot of it but I'm actually a Bitcoin Observer and I'm observing its trajectory as a new technology and comparing it to the trajectories of things like uh the printing press or the steam engine or the railroads or the automobile or electricity and and it's following that very uh uh not not predictable because it's not predictable certainly in the ear early days a well understood path for the adoption of new technologies and you know Stan I think it was Stan drucken Miller uh said earlier in the year that and now he owns Bitcoin by the way hey but the Millers aren't the only ones right we know Paul tutor Jones of course Michael sailor even Ray Doo is coming around to bitcoin but the reason is everyone's being forced to because of all the chaos and the competition for the spot Bitcoin ETF is heating up important dates are coming closer and there's also some similarities between Bill Miller and what he's saying and Larry think and what he is saying but hey let's get back to Bill Miller he dropped some awesome nuggets here let's check it out what what is the most positive trend and and do you believe that it's largely especially with some of the price action that we've seen recently that seems to have been driven not So Much by what's taking place in in Trials but more so by some of the ETFs that could be set for approval yeah I think the big picture trend is that Bitcoin is the best performing asset I in the past 12 years it goes up it's been up three out of four years people tend to focus on the very short term fluctuations and the volatility but the reality is there's a real demand globally for an uncensorable asset where The Regulators can't change the rules and the measuring stick over time so I think another thing that's driven bitcoin's appreciation recently is is the massive debts were racking up in the US uh deficits are going up debts are going up and someone's going to have to pay for that ultimately it's going to come from money for man that is great stuff and I swear the way he uses you know quotes when he says crypto and other things I feel like he's been tun into simply Bitcoin maybe checking out our show but Bill Miller also hits the nail on the head things are getting crazy Bitcoin is a safe haven and just this morning from The New York Times inflation has fallen sharply this year but most prices have not Fallen only the rate of increase has you know maybe it's time for the Bitcoin standard and Bill Miller is going to get more into the Simplicity of the math of Bitcoin but you know all fat currencies at the end of the day are destined to go to zero and check out US debt clock and Fortune Magazine who cited this US Federal interest payments will become the government's single biggest expense by 2051 so if that's the case and they have to print money just to pay the interest on the debt what's that do to the dollar well everyone's waking up to the fact that not good bricks interest rates inflation rates the FED might be bankrupt default might be looming and here we go Ray Doo America is facing a debt crisis as there may not be enough buyers for the influx of government debt every single thing is pointing in One Direction and that's towards the Lifeboat oh but I left my money in the bank banks are safe yeah well no here we go New York Times again why are banks suddenly closing down customer accounts I don't know but as sense The Perfect Storm for Bitcoin to actually hit the uh prophetic super cycle might be here all right so not to mention that the spot Bitcoin ETF is likely coming many are saying in the first quarter January of 2024 if not before then as vanck and some others mentioned that they believe it could happen by the end of this month but that's not all Bitcoin is scarce and it's about to get scarcer the Bitcoin having is coming and Bill Miller just dropped some knowledge on Yahoo finance educating them and letting them know they're not bullish enough so what's the next lever for Bitcoin you think I mean are we really going to get back to the highs that we saw in 2021 I think next year the having if you look at historical patterns to the extent they hold again next year the having means a reduction in the marginal supply of Bitcoin um the demand if the demand does not change and the margin Supply effectively gets cut in half next April there's only one clearing mechanism for that it's higher price so you know there's all kinds of positive Trends the fact that Fiat currencies have an almost perfect track record of failing over long periods of time Bitcoin is much harder for people in the US to understand given that we have a clear rule of law and very clear processes to expand the money supply but the reality is the money will be printed Bitcoin Supply is very clearly laid out and that's a huge benefit for Bitcoin holders that was awesome like Greg fos said it's you know 10th grade math debt spiral is here we know where that leads but we also hear it all the time how can Bitcoin be a store of value it's so volatile even though it's been the best performing asset since it's come into existence but like a gajillion percent so it begs the question what really is volatile is it Bitcoin or is it clown world I think it's important to Define risk a lot of people equate risk and volatility the reality is you can't have asset that's gone up by as much as Bitcoin has over the past decade without volatility and that that goes both ways and so that's hard for a lot of people to tolerate but the reality is people that have tolerated have done very very well and so I think that's an important thing to think about and and the way you frame it is interesting because is it really Bitcoin that's volatile or is it people's perception of this new technology relative to Fiat currencies that are volatile Fiat currencies are the real thing that's Vol there's only 21 million Bitcoin that will will ever be created and so people's yes there's a lot of fomo and trading in and out and people are should be looking at the bigger Trend which is that things move much much higher best performing asset over the past decade by a gajillion percent but people focus on the short-term fluctuations and they hear and now because they have short time Horizons but people that have longer time Horizons again I think will continue to do very well in Bitcoin yeah bill it makes complete sense I mean it's going to better the lives of everyone who uses it but you know the state hates people so like what if they make it legal but what what what happens then uh the FED is actually studied the how much they think you could regulate Bitcoin and what the the conclusion they ared that was it's very hard to regulate because it's simply a protocol on your phone now of course you have these centralized on-ramps like coinbase and others but the reality is if people wanted to push the button it'd be very hard to do and and if you look at the history of Regulation around Bitcoin in other countries every time countries try and regulate it search history goes up usage goes up so it's very hard to to to censor that's right baby you can't stop Bitcoin you just stop yourself from reaping the benefits of Bitcoin which I guess it's a free world you can make that choice and screw yourself over on your own accord you know at the end of the day government Fiat money is backed by nothing printed on Demand embezzled by those who print it tax to hide embezzlement Frozen if you descent and vanishes in a crash but we got old Elizabeth Warren and the uh the crypto Army o look out guys bunch of morons who can't read are going to try to tell people about stuff they don't even know but but hey at the end of the day Liz keep it up Jerome pal keep it up Janet Yellen keep it up cuz all your hate is just advertising for Bitcoin the people are sick of you and they want to go somewhere else maybe you should get a promotion you know I think jez said it best but hey if you guys can hear that pretty much the Winds of Change it's getting super bullish out there you want to make sure you're taking your Bitcoin off of exchanges and into self custody if you're new to bitcoin and you need some help getting started or want to make sure you're using best practices we got just the guys to get you taken care of hey we know history is rif with examples of the state taking people's personal property make sure you're securing your Bitcoin the right way and no better place to get started then the Bitcoin way your it team in the Bitcoin World simply Bitcoin originals are powered by the Bitcoin way they are currently promoting their privacy Focus collaborative custody but hey guys wherever you are in your Bitcoin Journey the Bitcoin way can help you with wallet nodes inheritance planning accepting Bitcoin payments as we mentioned multi-sig collaborative custody and more they've got you coverage schedule a free 30-minute call today using that link below hey guys be sure to like subscribe share that sound money gospel we get a lot more bullish news coming the ETF race has got an international two superpowers meeting up boom what does it mean I don't know but it sounds bullish and we're going to cover that tomorrow don't forget to tune in to Simply Bitcoin live at 12:15 Eastern Standard Time and follow us on Twitter we're getting out all the breaking news so we can keep you up up to date with the peaceful Bitcoin Revolution also some big news Wednesday Joshua at large Josh Smith will be joining Nico on simply Bitcoin IRL Libertarian presidential candidate and he appears to be a Bitcoin Maxi so that's really cool make sure you set those notifications and I'll catch you all tomorrow peace
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