저자: Fox News · 외국인
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Bitcoin bouncing back following a pretty steep drop last week of more than 40% from record highs the week before that Maria Bartiromo spoke with the Winklevoss twins who found in in exchange for the virtual currency and they had some words for those who may fear a Bitcoin bubble watch as to this point has basically been a spot market and so this is the first time that people can actually express easily a short position on Bitcoin so what that's gonna do is create a truly two-sided market which should reduce volatility in the long term and also increase price discovery and just make it easier for institutions and individuals to to gain access and exposure to Bitcoin with this contract because it's cash shuttled you can buy it with cash and you settle out in cash so you don't have to actually touch the underlying or deal with Bitcoin but you can get the investment exposure to it so it's just another financial product an easier way to get access it certainly gives you more liquidity that's our Shore and Tyler you both made the point when you were on the morning show now people could put their money where their mouths are right because you've got people like Jamie Dimon calling Bitcoin a fraud so if you think it's a fraud go short it absolutely yeah we've been working really hard to give Jamie Dimon opportunity to short Bitcoin and anybody who says that you know it's a fraud or a bubble you can go now put your money where your mouth is and that against it yeah I mean talk is cheap and that's right now now you can actually like Cameron said you can bet against us so we encouraged Jamie Dimon we encouraged him to personally bet against this Bitcoin take JP Morgan's balance sheet that it bet against Bitcoin we'll see what happens but but now they can do it instead of just sort of throwing stones yeah but Tyler you got to explain this because people are wondering what it what bitcoin is backed by when I look at the dollar the dollar is backed by the full faith of the Treasury the full faith of the US government what Cameron is Bitcoin backed by so it's a great question so Bitcoin we think of Bitcoin as goal and I think if you look at gold some people point to an intrinsic value of gold but that really doesn't explain the value of gold they might explain 10-15 percent of the actual value of gold gold has value because we all agree that it has value and we'll all accept gold and as a collective acceptance and value that way Bitcoin in addition to being increasingly accepted around the world and more people coming into the system by the day has the minor mining Network which is one of the largest computer networks in the world and it's backed by cryptography a lot of people would look at the US dollar or government backed currencies and say a government in has counterparty risk the average lifespan of a currency is roughly 27 years look no further than the Zimbabwe dollar they have I think a trillion dollar bill or Venezuela the the history of most currencies is really terrible and so yes living in the u.s.
we look at the US dollar and we say well what's wrong with that and it's a pretty decent store of value but in reality most fiat currencies out there fail so how many how many bitcoins do you both own we're not commenting on that right now why not cuz we're gonna talk about our the Bitcoin futures contract we may discuss that later at some point look Bitcoin this past weekend opens with a thousand-dollar spike 1000 contracts trading hands in the first hour an exchange Hall to happen because of the volatility and the website crash all in less than 24 hours we know that the currency has risen more than fifteen hundred fifteen hundred percent this year actually two thousand percent this year so let me ask you maybe bitcoin is real but is it a bubble yeah it's a great question people use the word bubble and we this is basically bitcoins xx bubble that you know we came in five five years ago remember and when Bitcoin is above 30 dollars Bitcoin was a bubble at a hundred dollars at 500 a thousand five thousand ten thousand now we're at about 17,000 you know Gold's been a bubble for thousands of years but the bubble framework is really not correct to put against Bitcoin when you think of a company a company right in their stock price if they produce X amount of units one year and this same amount of units the next year and the stock price goes up and the economic doubles and the economic productivity hasn't changed the cash flows haven't changed of the company we say that company's overvalued but bitcoin is not a company it is a network and the value of networks is Metcalfe's law it's N squared so the amount of users on a network is is n and so if I'll only person in the world who has a phone then it's not very valuable I can't call you but if you buy a phone you've actually increased the value of my phone inadvertently or not even knowing because now all of a sudden my phone is useful same thing with the social network if you look at Facebook the first person on Facebook lonely place not much to do all of a sudden 100 people you can connect with people you can share stories share pictures it's a good analysis so it's classic network effects a billion people on Facebook that's a billion squared right so that's all the sudden the value gets exponentially greater and that's how we value Bitcoin money is a network people believe in the US dollar it has more value people believe in Bitcoin it has value people believe in gold it has value and that's not a linear increase by definition the more people that get into Bitcoin it makes it more valuable and when we try and take like equities or stock bubble type frameworks to to Bitcoin it's really it's misguided because it's a network have you sold any bitcoins so far well we definitely we purchased tickets to space with Bitcoin a couple of years ago in Virgin Galactic and we clearly overpaid for that but look we believe long-term that this is there's still a long way for bitcoins value to go from here we think that is gold 2.0 and it's disrupting potentially gold which is a six trillion dollar market cap so if you look at Bitcoin today at 300 billion it looks like you know and it's certainly appreciated quite a bit in the past year but look we've been saying this for the past five years when Bitcoin was a hundred you know 1 billion dollar market cap that Bitcoin is a better gold if you look at the properties of gold that make gold old like you know scarcity fungibility divisibility portability Bitcoin equals or surpasses gold across each category so for example gold is scarce bitcoin is actually fixed at 21 million it's divisible into 100 million pieces it's actually kind of hard to cut up bars of gold and they're hard to move that's they're not nearly as portable and and part of this I think is a little bit of a generational thing I hate to say that but if you talk to Millennials or kids on the street right they don't want hardware they want software they get Bitcoin there's no explanation necessary they don't talk about wanting to wear Bitcoin or you know why isn't Bitcoin shinier they really they want a digital they live in a digital world they live in a 20-7 24/7 world they're connected all the time and bitcoin is money built for the internet that moves like information and email and everything else gold is just the old world yeah it had its place it's had a great 3,000 year run and bitcoin you know has only been here for ten years but it's really you know cutting in quite a bit yeah I mean say like that's absolutely right I mean taking a break from the the real world and going to the online world used to be how things were now people take a break from the online world and step into the real world for like you know be right back for like ten minutes but they're really living most of their lives in a digital world are you surprised at this incredible success I mean I know that you were early believers but Wow you all right yeah I mean so when we first found Bitcoin I first came across it it sounds like a huge idea it's kind of crazy and it's it's not crazy to be very skeptical and say sort of like I think Cameron Bure said you know this is either like huge or total bull we know this is back in 2012 but kept learning kept talking people about it kept asking questions kept getting incredible answers back and I just couldn't see how this couldn't work or wouldn't work maybe that's what makes us like a little bit different the way we think about things were we're sort of optimist and we want to dig deeper and we want to believe and look for that thing we have is to get really passionate about it but you know again we really couldn't see how why we wouldn't be sitting here today five years ago why we would be sitting here today talking you having this this this conversation so Internet we're you know that was sort of our thinking the whole time yeah I think we always thought it was a binary outcome lose either zero or potentially you know as large as gold or even bigger maybe we just see the world differently and we're you know one of the few that saw it that way but that's kind of the outcome that we envisioned and I think you know it's not really a surprise that we're here hmm so maybe bitcoin is the new gold at least according to the Winklevoss twins
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