저자: MichaelSaylor · 외국인
요약 보기
Saylor는 비트코인이 미국 건국 이념과 같은 '새로운 신대륙'이며 미국 정부가 이를 공식 인정해야 한다고 주장. 현물 ETF 승인(2024년 1월)은 불완전한 규제라며 ETF 설정·환매 비과세 문제와 옵션 허용 필요성을 지적. 기관 채택 진전 정도를 10점 만점에 6점으로 평가하고, 세 가지 정책(규제 정상화, 공정 회계 등)이 비트코인을 100배 상승시킬 수 있다고 언급.
다듬은 글
would have been bitcoiners he said the founding fathers are bitcoiners he said everybody that came to America is a bitcoiner and what he's acknowledging is whereas once the United States was the new world and it was risky and dangerous to come here for a better life and property now Bitcoin is the new world and it's risky and dangerous and people have suffered like Ross to come here for this property and he recognizes that he honors that and he's willing to actually stand up and tell the entire world that that will be uh an observation that ripples everywhere in the world throughout the establishment and throughout other governments and there's going to be a bunch of German politicians looking at that saying well if if the US is not going to sell his Bitcoin we must have been pretty stupid to sell our Bitcoin and I think that's big big move forward so a variety of proposals now we had yesterday RFK proposing to buy millions of Bitcoin different level of commitment today what sort of policies would you think could potentially improve Bitcoin and its trajectory um I think there there's the big three there's three policies that accelerate us to institutional adoption you know that three things that uh take Bitcoin up by 100x from where it is today um the first thing is um to to legitimize and accept and endorse it as an Institutional grade asset so so fair regulation of the asset itself in the Securities industry and in January we got the first installment of that with the approval of the spot Bitcoin ETF but it was an incomplete uh an incomplete regulation because the SEC still denies enine creation uh of uh ETF shares and the the SEC still denies the ability to trade options on top of spot Bitcoin ETF shares and the acceptance was given grudgingly you know out you know it was basically I did it cuz I had to do it but I didn't like it okay so so what's the significance of that the negative opinion expressed when when the approval came that sits as a shadow over a lot of mainstream investors we need to flip from a negative opinion to at least a neutral opinion like what why is it that a federal regulator isn't expressing an opinion that this asset is good or bad versus that asset so so I think that that's got to change still I think that uh the lack of endind creates and Redemption means that it's a taxable event if I want to contribute Bitcoin or withdraw Bitcoin from an ETF so if you were to like invest in an ETF and a 10x and then you wanted to take your Bitcoin in self- custody you're getting charged 30% of the Bitcoin if you wanted to move the Bitcoin from an ETF to a bank or to another custodian you're getting charged as if you sold it even though you didn't sell it so so right now it's it's there's a tax inefficiency and that's hostile whenever you tax someone to vibrate the remember what I talked about vibration and frequency when you tax on the trade or on the transformation you're uh you're hostile you're oppressing the transac action it's like you're damping you're damping the wave so I think um allowing inine uh crates and redemptions will be a big Advance forward um when you allow people to trade options on them you will you will eliminate the Vol or lessen the volatility and increase the ability to generate yield and those two things are are what you would expect in the maturation of the asset class as a security so that's the first first plank you know I would say on a scale of 1 to 10 with regard to institutionalizing the asset we're at a six there you know and in terms of embracement embracing uh the second plank is fair accounting okay if I want if I wanted to
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