저자: DanteCook/발언중JamieDimon인용 · 외국인
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Dimon이 비트코인을 '펫 록'이라 비판하고 공급상한 21M 신뢰성에 의문을 제기했으나, 블록체인 기술 자체는 유효하다고 주장. 시청자 측은 Dimon의 비판이 JP모건의 이해관계(이더리움 지분·자금세탁 수익 등)와 연관된다고 해석. GBTC에서 대규모 유출(일 5.9억 달러)이 있었으나 9개 현물 ETF로 일부 상쇄되며 비트코인 가격은 4만 달러 이상 횡보 중이라 설명. 방송은 비트코인 현물 ETF 흐름과 Dimon 발언 반박에 초점.
다듬은 글
Jamie Jamie Jamie Jamie Diamond goes off on bitcoin from Davos calling it a pet rock and even questioning the 21 million Supply cap is he actually this ignorant in 2024 or does he see Bitcoin as a threat to JP Morgan's business model it's a FR also gbtc sends 18,000 Bitcoin to coinbase today alone will the gbtc fund be completely drained by the anticipated Bitcoin having in April there's lots to cover so let's get into it welcome to the Wednesday January 17th edition of the Bitcoin ETF Daily Show I'm Dante cook head of swamp business in this show we discuss the latest news events winners losers and key information surrounding the historic Bitcoin ETFs here at Swan we're on a mission to educate the world about Bitcoin so please like this video subscribe to this Channel and hit the notification Bell to extend our reach and help us cut cut through the noise here on YouTube with day three in the books Let's Take a look at our overall Market leaders we have ibit continuing its lead with another 212 million of inflows yesterday totaling nearly 712 million in total Fidelity is still in close second with 525 million of net inflows we have bitwise in third with 306 million in total inflows and finally we have Kathy Wood and Arc coming out of nowhere to claim the fourth spot seeing the second highest inflows behind Black Rock yesterday we may need to put an asteris here as Kathy Wood is buying their own ETF shares gbtc saw $594 million exit the fund yesterday now totaling over 1.18 billion in sales of the ETF if we take an average of gbtc net outflows over the past 3 days we get 391 million at that pace of outflows gbtc would have about 67 business days left in existence but the market keeps absorbing gbtc selling with nearly $513 million of inflows attributed to the nine other spot issuers on the same day with data varying between sources we'll be conservative by stating between 43 and 81 million of net outflows occurred on day three across all the ETFs including gbtc in terms of Bitcoin the Pet Rocks price again it's relatively stable with Bitcoin being above 40K for 44 consecutive days now total trading volume is down roughly 13 % from yesterday here's some quick tidbits of other ETF news proshares filed to launch five new Bitcoin ETFs that will track bitcoin's daily performance these leveraged and inverse ETFs will allow investors to amplify or reduce their exposure to bitcoin's price movements we have the pro shares Ultra short Bitcoin ETF the pro shares short plus Bitcoin ETF the pro shares short Bitcoin ETF the pro shares plus Bitcoin ETF and the pro shares Ultra Bitcoin ETF Vanek is shutting down its Bitcoin ETF with a salty 17 million in flows over the first three trading days vanck is bowing out of the race I'm just kidding that's fake news this is their Futures ETF and not their spot Bitcoin ETF like giving your 16-year-old son the keys to your hot rod Franklin templeton's digital asset team took to the $1.5 trillion asset manager's Twitter account today and went wild overall they're not wrong on the 6040 portfolio with a little bit of Bitcoin I ran the numbers for you over a 9 year period if you add a 10% Bitcoin allocation to a standard 60/40 portfolio your portfolio returns increase from about 7.8% a year to over 18% a year and your risk adjusted returns increase by over 111% Franklin Templeton the Bitcoin Community was ready to give you our hearts and our dollars you ruined it what is dpen what is fire dancer come on do better now on to our main event for today Jamie Jamie Jamie Jamie Diamond I would this is the last time I've ever talk about this in CNBC okay so help me God blockchain is real it's a technology we use it it's going to move money it's going to move data it's efficient we've been talking about that for 12 years too and it's very small okay so I think we've wasted too many words in that cryptocurrencies there are two types there's a cryptocurrency which might actually do something think of a cryptocurrency has an embedded smart contract in it and then we can use it buy and sell real estate and move data that may have value the idea of tokenizing things tokenizing things that that you do something with and then there's a one which does nothing I call it the pet rock the Bitcoin or something like that and so on the Bitcoin you know there's First of and I'm I'm not trying to make a joke here there are use cases AML fraud anti-money laundering tax avoidance sex trafficking those are real use cases and you see it being used for hundreds maybe 50 hundred billion dollars a year for that that is the end use case everything else is people train among themselves so speculate yeah now okay now my last statement the last time I ever going to talk about Bitcoin is I defend your right to do Bitcoin I think you know it's okay I don't want to tell you what to do so my personal advice was be don't get involved but I don't want to tell anyone of you to do is a free country what do you make what do you make of black what do you make of the other firms the black rocks of the world that that obviously and and L lar think changed his view of this obviously and maybe he changed his view because you think he genuinely believes in Bitcoin or gen or believed it because he thinks that there's a Marketplace for it and he wants to be part of that market but what do you think of the there's about a dozen big Financial companies Fidelity included number one I don't care so just please stop talking about this and and I don't know what he would say about blockchain versus currencies that do something versus Bitcoin that does nothing it maybe that not different than me but you know this is what makes a market people have opinions this is the last time I've ever State my opinion gold really didn't do anything either there yeah but Gold's Limited in Supply so it's Bitcoin and it's been used H so you think so huh I do I think there's a good chance that when Bitcoin when we get to that 20 million Bitcoin to 42 no that satachi is going to come on there laugh hysterically go quiet all Bitcoin is going to be erased I think how the hell do you know it's going to stop at 21 I've never met one person who told me they know for a fact they take that mathematically it's that's not it can't happen because by the last one will be mined in 2150 and it it it gets harder harder every time there's another having but but Jamie look back over you guys do what you want I'll do what I want as for go you can the six characteristics that make gold valuable for 4,000 years they're all present in Bitcoin that's all I'll saying I love you and I don't want to and I also don't I don't also don't want to be a you may Jo Joe you may be right yeah like I don't own gold either so okay that's what I mean couple quick final questions I like to own things that pay me incomes but it doesn't cost money to carry anyway and it cost money to carry Bitcoin too by the way we' talked a lot about commercial real EST estate uh here in Davos there was a big 60 Minutes piece on on Sunday oh but I think there's another RI to bitcoin if if you can't solve the bad use cases the government's probably going to have to close it down so that the thing about the money laundering you you can Here's the the number was 2,000 I think for US dollar for dollars in money laundering and it was 35 for how much is done with Bitcoin so at this point the but the the dominant historically the dominant currency for money laundering has been us I understand okay a lot was said today even though he said that he was going to stop talking about it every 5 Seconds what was even more striking than calling Bitcoin a pet rock was his Take On The Limited supply of Bitcoin this is how we know Jamie open source code that you can verify yourself you know what you can also verify Jamie bags of nickels let's not forget Black Rock named JP Morgan an authorized participant for it spot Bitcoin ETF so we can't be that disgusted by Bitcoin now there are many people taking to Twitter right now saying that Jamie Diamond doesn't understand or that he's not intelligent or he's stupid none of these things are true Jamie Diamond has been the world's most preeminent Banker since the late 1980s many cities governments states and countries owe him even the US government from their 2008 Bear Sterns acquisition let me give you my predictions on why Jamie Diamond said what he did today reason number one he's calling out bitcoin's only use cases as money laundering sex trafficking terrorist financing because business is a booming and cousin business is a booming JP Morgan is no stranger to criminal activity in fact since 2000 they've paid $38 billion in fines to government authorities and Regulators let me share a hypothetical business model with you the business makes money from illegal activities when caught they work with authorities to pay fines at reduced rates and boom there's your profit hyperbole but you get the point here's my second point on why he said blockchain and not Bitcoin JP Morgan owns 10% of consensus software Incorporated which owns valuable blockchain infrastructure IP most notably the famous ethereum wallet metamask in node provider in fura metamask has become the default crypto wallet across defi with around 90% market share of all web 3 users and more than 30 million users overall he clearly has a financial interest in creating the Bitcoin versus blockchain debate outside of the fact that Bitcoin has the capability to make the banking institution obsolete you have to take into account that Jamie Diamond has made a recent push for the ethereum ETF it's obvious which side he's on he's pushing an agenda for an ethereum ETF to get approved this year or next so they can tokenize your carbon footprint and profit from it always remember follow the money to learn the real motives of the mainstage actors before we move on can we take a moment to give Joe K and his flowers in an interview with SEC chairman Gary ginzo last week Joe kernin was unafraid to push back on on the ridiculous claims about bitcoin's only use cases being for fraud money laundering and terrorist financing where have we heard that before I hope like Joe kernin JK we're on a firstname basis now we all have the courage to speak truth to power when given an opportunity and this week there was no greater example of that than Javier Malay the recently elected president of Argentina listen to what he had to say at the world economic Forum today free market capitalism and trade is the only way to end hunger and poverty across the planet the empirical evidence is unquestionable the state is financed through coercion do not be intimidated either by the political class or by the parasites who live off the state do not surrender to a political class that only wants to stay in power and retain its privileges do not surrender to the advance of the state the state is not the solution the state is the problem itself with Bitcoin we have an opportunity to speak truth to power with our wallets the entirety of the world's Bitcoin can be found right here by writing down or memorizing 12 words we are taking back power from Financial authorities you are giving away your power by buying Bitcoin through an ETF if we all become educated and learn the truth about owning Bitcoin directly we can win the race by avoiding the War join Corey Clipson Swan CEO tomorrow at 5:00 p.m.
Eastern to learn how we can win the race to avoid the war together sign up for the free webinar in the show notes and again if you've been enjoying the content we've been putting out with these videos please subscribe until tomorrow this is Dante cook with swine business happy stacking
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