저자: ChamathPalihapitiya발언인용—영상진행자미상 · 외국인
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결론: 채마스 팔리하피티야가 2013년 비트코인 100만 개 매입을 밝혔고, 비트코인은 헤지 자산이라는 긍정 논리이며 가격 예측은 없음. 주제 1 — 채마스의 비트코인 매입과 포트폴리오 제안 - 2013년 비트코인 100만 개 매입, 당시 약 80달러, 현재 가치 약 90억 달러로 환산 언급 - 투자자는 포트폴리오의 1%를 비트코인에 배분하고 '결코 성과가 나지 않기를 바란다'는 역설적 발언 주제 2 — 비트코인과 정부 정책·거시 환경 - 정부의 잘못된 결정, 통화 발행, 인플레이션 대비 헤지 수단으로 비트코인을 제시 - 주식·채권·부동산·원자재는 입법 체계와 금융시장 연계성 때문에 상관관계가 높다고 주장 - 비트코인 성공 시 글로벌 경제에 파괴적 결과 가능성 경고(진행자는 전체적 비관론에는 동의하지 않음) 주제 3 — 기관·금융권의 비트코인 수용 - 폴 튜더 존스가 자산의 2%를 비트코인에 배분했다고 언급 - 피델리티, TD 아메리트레이드 등 월가 기업의 진출 언급 - 과거 제이미 다이먼 등의 비판 후 입장 전환 사례 소개 주제 4 — 인프라 확장 - 크라켄, BTC Pay 재단에 15만 달러 기부(오픈소스 결제 도구) - 가맹점 결제 수용 확대, 편의점·드럭스토어의 비트코인 ATM 확산 소개 주제 5 — 가격 전망 및 출연자 전망 - 구체적 목표가·기간 예측 없음, 장기 성장 낙관 기조 - 진행자는 비트코인 성공이 파괴적 결과를 낳는 역설에 대해 '그러지 않기를 바란다'는 입장
다듬은 글
[ folks who are building and investing in the asset class so if you're new here pleas guys today we got confirmation that billionaire Jamaat Palpatine said he bought 1 million Bitcoin back in 2013 and if you put the price of Bitcoin at $9,000 that'll it would equate to 9 billion dollars talk about a portfolio talk about a bad guys and he was certainly ahead of the curve because he was one of the first institutional investor or big money to get into the market and now you see loads of them are getting in now right we just recently heard about from Paul Tudor Jones and he said he was adding 2% of his assets in Bitcoin and we know fidelity TD Ameritrade a lot of other Wall Street firms are getting in however jamaat warns that bitcoin success will spell global economic catastrophe so i'll explain what he means by that so the 43 year old billionaire venture capitalist and chairman of spaceflight company Virgin Galactic said on the Unchained podcast that investors should apportion 1% of their portfolio to Bitcoin and hope it never pays off I just think if people have been hard working with their heads down they should have an opportunity to make sure they don't get wiped out if the government itself just continues to make a string of bad decisions that they that then have rising consequences and Bitcoin to me is the only thing that I've seen so far that is really fundamentally uncorrelated to the decision-making process and to the decision-making body because at the end of the day any other asset class equities debt real estate commodities they're all tightly tightly coupled to a legislative framework and an interconnectedness in the financial markets that brings together many of the governments that sort of that are sort of behaving this way so he's absolutely right bitcoin is the hedge against all the toxic capitalism money-printing inflation and bad government decisions and we see it we've seen it survive so many things many folks have called for its debt and said it's a fraud it's a scam even going back to Jamie Dimon the CEO of JPMorgan but now they've capitulated they now offer crypto exchanges banking services and they put out reports saying bitcoin has lasting potential so what a flip a 180 right so he also gave kind of a warning here I'm saying if Bitcoin bets pay off or if your Bitcoin bets pay off it will be cataclysmically disruptive for the world and that'll have enormous consequences to many people we all know and care about who weren't hedged in Bitcoin and so you almost don't want it to happen so what does it mean by that well Bitcoin was created out of the 2008 recession once again as that hedge against the toxic capitalism so part of its success is if the government's continue down the road and they continue to screw the common people fiat currencies lose their value inflation part of its Bitcoin successful well that will be a catalyst like for Bitcoin success right not the only catalyst so I don't necessarily agree with the full doom and gloom of this I do believe it's gonna play a part because as you can see right now the money printing and all the things that are going on are gonna help Bitcoin but I'm hoping that he's not right where it's gonna be cataclysmically destructive for the world right let's hope not because certainly I don't want to see my family and friends in that situation but he does have a point so he also says his first investment in Bitcoin was a purchase of 1 million Bitcoin back in 2013 and when it was valued around 80 bucks so wow guys he got in early and like I said now you have the other billionaires and millionaires following in his footsteps and they're putting a percentage of their portfolio into the new asset class that is Bitcoin and cryptocurrency so exciting times and it's really great to see all of these big-money players getting in and why I wanted to highlight this is CH Ahmad is a billionaire very successful person right and um Paul Tudor Jones and all these guys so watch you want to watch what they're doing with their money and that's we are here early we're ahead of the curve and we're here on the side of smart money now something very funny and interesting coin Telegraph trolled chuck-e-cheese so today chuck-e-cheese announced their bankruptcy at least the parent company and bitcoins market cap is at one hundred and seventy billion dollars so why did they troll chuck-e-cheese well chucky cheese called bitcoin a fake currency back in 2019 july 2019 the user ryan ho Hoover had tweeted chucky cheese tokens are cool and all but I'd rather earn Bitcoin they responded saying to each his own fake currency and of course they the bit coin and crypto community started going after them but they highlighted that hey Chucky Cheese is bankrupt today and built Bitcoin has a hundred and seventy billion dollar market cap and goes back to Jamie Dimon and all these people who call for Bitcoin to end a fraud you lose your money it's a scam blah blah blah now nono Bitcoin has survived crypto is growing the asset class is taking off and we continue to see more investments in the infrastructure cracking the crypto exchange has pledged a hundred and fifty thousand dollars for the development of open source Bitcoin or I should say BTC paste server so crypto currency exchange Kraken has donated one hundred and fifty thousand dollars a Bitcoin to BTC pay foundation the entity managing BTC pay a popular open-source tool for merchants accepting Bitcoin payments so since BTC pay is free it relies on donations like Krakens to run to and fund developers making improvements to the app BTC pay is a tool for Bitcoin bookkeeping tasks that merchants need such as managing invoices tracking how much Bitcoin and merchant the merchant is owed for each product sold so the big part of the infrastructure is to build the ability to invest buy sell trade crypto but also to spend it and for merchants to accept payments that's so critical and we know Jack Dorsey's squares kind of leading the charge there and we're more merchants are willing to accept crypto Bitcoin aetherium XRP whatever maybe we just talked about the ATMs that are popping up in now in every CVS 7-eleven Rite Aid PayPal that will offer crypto trading so all these different infrastructure items and on-ramps are being built out and by the way I will be interviewing the CEO of Liberty X the ATM company that's going to be setting up those Bitcoin crypto ATMs and 7-eleven CVS Rite Aid so make sure you hit that subscribe button guys and what Jamaat said I would love to hear what you guys think I will talk to you all later
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