저자: Sam · 외국인
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마이클 버리가 암호화폐와 밈주식의 과열을 '사상 최대 폭락'의 전조로 경고했다는 소식을 전하며, 레버리지 과다가 핵심 위험이라는 그의 주장을 소개하는 영상. 진행자는 버리가 트위터에 올렸다가 삭제한 경고 내용을 설명하며, 비트코인 등 암호화폐가 하루 5~10%, 증시가 1~1.5% 하락한 시점과 맞물려 있다고 짚는다. 또한 연준 관계자의 금리 인상 시점 발언(2023→2022년)도 최근 시장 불안의 원인으로 언급한다. 버리가 과거 빅쇼트와 GME 관련해 역발상 투자로 맞힌 이력을 소개하고, 스팩(SPAC) 투자 손실과 AMC 급등 등 투기 과열 사례를 언급한다. 다만 진행자 본인은 장기적으로 여전히 강세 입장이라고 밝힌다. 진행자의 대응 전략: 공매도는 타이밍이 어려워 하지 않고, 현금성 자산(스테이블코인, 이자율 약 8.6~9% 언급)을 약 33% 보유하며, 주식과 암호화폐는 적립식으로 계속 매수한다고 설명한다. 결론적으로 과열과 레버리지에 대한 경계심은 가지되, 공포 조장은 피하고 각자의 위험 감내 수준에 맞춰 판단하라는 메시지다. 진행자는 특정 플랫폼(위플, 블록파이) 가입을 홍보하며 영상을 마무리한다.
다듬은 글
how's it going everyone it's sam michael bury just posted on twitter and then deleted it that all this hype and speculation is going to lead to the mother of all crashes he says when crypto falls from trillions or meme stocks fall from tens of billions main street losses will approach the size of countries history ain't changed we need to talk about this talk about why he thinks this is the case what we can do moving forward and i realized i just posted a video on what the fed's doing right now that's causing the market to fall and i i realize that there's some overlap so i don't want to do like two videos in a row i hate doing two videos in a row where it sounds like uh very fearful because i am bullish on the market over the long term but i think we have to take a look at this a lot of people are wondering what this is what michael berry said what this means for the markets and whether he's right so i think we have to take a look at it i think we should definitely take a look at it now if you guys don't mind just hitting the like button i appreciate that helps out the channel also there is a link down there to weeple in case you want two free stocks just deposit 100 on their platform and you can trade before the market opens and after it closes so thank you guys for checking that out and let's take a look so again michael bury became a household name after the big short after 2008 when he bet on the housing market going down now a lot of people look towards him he's been a little bit silent recently but he started tweeting again now he deletes all his tweets afterwards it seems like so looking here this is his twitter you can see that he only has one tweet so this is the only tweet right here and it's from five hours ago he deletes everything afterwards so he you can see here he follows no one he is he's really someone that puts out what he thinks and then is fine if you don't think the same i mean he's someone that if you watch the big short he went for a long time he was right about the big short but he went a long time where people were like going at him for doing what he was doing for spending all this money trying to you know trying to bet on the opposite side of the market as it was exploding but he got it right in the in the long term so he is someone that is really against the grain he doesn't care if he goes against the grain so why is he talking about crypto and the stock market going down well at the same time this is happening right as he's saying this the crypto market is falling about five to ten percent just in the last 24 hours the stock market fell down one and one to one and a half percent today and there's some other news too this is what my last video was about was that someone in the fed said that they might see rate increases in actually 2022 instead of 2023 so that's causing a little bit of fear too that last video was not incorrect and thinking that this was also causing the stock market market to go down so what's happening he said the problem with crypto as in most things is the leverage if you don't know how much leverage is in crypto you don't know anything about crypto no matter how much else you think you know he has a point here that is a problem that we've seen in crypto that's why we had that massive drop recently where we were going from you know bitcoin's all-time highs down consistently we saw huge drops very quickly and if you remember there was what i thought was a lot of manipulation from some larger whales to send the price down because so many people were on leverage this is just as of the last couple months there were so many people on leverage that there were so many stop losses that got hit or people got margin called uh that they had to get out of their crypto positions and it caused a massive sell-off in crypto now he's talked before about some of the speculation right so if if we go back to his tweet more recently that they actually talk about here he said that the speculation and hype is drawing in uh is drawing in the mother of all crashes so he's saying that there's just too much speculation so what could the speculation be about well spax possibly right specs are types of investment vehicles that people are investing in that a lot of the time they are investing before there is even a target so you're betting in the team so that might be one thing right a lot of people have lost money over the last couple months and spax even like lordstown motors that said that they might not have enough money to even go to production with their vehicles that's pretty big another thing which i i like amc i think amc is an interesting investment opportunity right now and i'm invested i've made a decent amount on it too and i'm not saying that that this is a problem necessarily but i think michael bury could say that hey these are pushed up 500 percent in a month right amc is up 500 or 400 percent it's a 5x uh whether he's talking about that because he was a gme believer back in 2019 he did talk about it so people didn't make money on that whether it's the whole market right whether the whole market being propped up to really all-time highs after one of the worst pandemics we've ever seen by far the worst pandemic for a lot of us that we've ever seen so there are a variety of factors of course again it comes back to leverage i think he is talking about leverage there is too much leverage or we don't even know how much leverage there is out there which is a problem so what am i doing well i'm still pretty bullish on the market i know he's talking about leverage uh and i know that he's talking about the mother of all crashes i am still bullish long term though i am not trying to get out and short the market i think that's very risky because generally the stock market goes up so you have to time it really well to be able to short the market but i do have a little bit of caution right with so many different things that could happen i am holding on to some stable coin i'm holding on to some cash and this is something that of course you have to know your own risk tolerance i am comfortable holding some stable coin of course there's a risk factor that comes with that it's riskier than keeping money in a fdic insured bank account but you also get 8.6 interest so i don't think it's very high risk but definitely a little bit higher risk than singing a bank account but that is something that i'm comfortable with i'm keeping some money in cash i'm still dollar cost averaging into stocks i'm dollar cost averaging into crypto i'm still young but i do have some money on the sidelines in case there is a crash in case there is some opportunity that i don't see whether it's in the real estate market whether it's in the crypto or stock market i am keeping money on the sidelines and i've said that in a video recently i'm actually keeping going forward about 33 in stablecoin because it pays nine percent which is pretty on pace with index funds and it doesn't have the same risk to it it has different risks it has lower risk in my opinion so am i bearish on the market no but i am still paying attention that's just my process going forward that's what i'm gonna do now of course you have to make your own decisions right i'm not telling you to do anything because i'm not financial advisor i can't tell you what to do but i think there's something to be said for what michael bury's saying right we still don't know the kind of leverage in the market and that is something that should make you a little bit more cautious whether it makes you cautious in general it should make you realize okay maybe i don't know what the market looks like we did have a big drop in crypto but if you're long term and you don't care then it doesn't matter as much right if you're someone that is fine if it drops you know of course it would always be better to buy in at lower prices but there's the case to be made that hey the market is just starting in crypto it is gaining so much traction in 2020 and 2021 it could continue the bull run and bitcoin could hit a hundred thousand by the end of the year you can make all these different types of price targets up and really it's hard to tell where it's going to go now but if you look at the past people are still bullish people are still bullish on the stock market obviously because indexes are near all-time highs they did make a transition more to risk-averse assets recently right with a lot of the indexes going up a lot of the growth stocks going down but now that's starting to transition back so i'm i'm not trying to fear monger in this video i just want to bring to you what michael bury said take a look at it try to get your opinions too in the comments if you guys want to let me know what you think about this i would really appreciate that i i really do like going through there and taking a look at some of the comments even if i don't respond to all of them but i want to hear your thoughts thank you guys so much for watching if you guys want to try out the platform that i keep the majority of my stablecoin on you can check out blockfy down below in the description and in the comments i'll pin it thank you guys so much for watching i really appreciate it and i will see you in the next video bye you
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