저자: CharlieGasparino · 외국인
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결론: 규제 우려에도 비트코인은 SEC 단속 뉴스 후 반등했으며, 거래자들은 사기꾼 정리가 시장에 긍정적이라고 봄. 비트코인 반등: 전일 저점 6,787달러에서 11% 상승해 약 7,865달러 부근까지 회복, 연초 이후 큰 상승폭으로 언급됨. 규제 뉴스가 오히려 호재로 해석된 점이 핵심. 거래자 반응: 거래자들은 SEC 감시가 사기성 피라미드 스킴과 불량 행위자를 걸러내 시장을 정상화할 것이라고 봄. 출연자는 과거 예상(하락)과 달리 상승이 나왔다고 설명. 미디어 M&A: CBS와 바이아컴 경영권 분쟁. 레드스톤 측이 CBS 인수 조건을 상향 요구하고, 무어브스 CEO는 해임 가능성에 맞서 있음. 보상 쟁점: 무어브스 해임 시 1억5천만 달러 보상 패키지 등 거액 특전이 거론됨. 조이 이엘로(차기 후보) 수령액은 7천만 달러로 언급. 이로 인한 주주 소송 가능성 제기. 전략적 대치: 무어브스는 해임되어도 대가를 받을 수 있어 해임을 크게 꺼리지 않는 듯한 태도를 보이며, 이사회와 치킨 게임 양상. 투자 함의: 출연자는 주주 입장에서 거액 보상과 소송 리스크를 주시해야 한다는 취지로 정리. 투자 조언은 명시적이지 않음.
다듬은 글
two stocks are equaling one third of the Dow's gains in the final 14 minutes of trade here bowing on positive feelings that we may be considering rejoining the trans-pacific partnership trade deal and Goldman Sachs earnings positivity ahead of tomorrow's earnings report this is interesting Bitcoin surging 11 percent after bottoming out at six thousand seven hundred and eighty seven dollars per Bitcoin yesterday right now we're well above six seven thousand at the moment we've got Bitcoin at seven thousand eight six hundred and eighty-five up seven hundred and thirty nine dollars this after Charlie Gasper you know broke news on the show that normally Charlie we would have thought would have been negative for Bitcoin and that was that the Securities and Exchange Commission was gonna go after the bad actors in Bitcoin right bad actors in cryptocurrency I just want to say the cryptocurrency and Trump voice crypto currency how's it sound okay can you get a story all right all right this is what happened and it and I it was interesting because I thought Bitcoin would go down after the report I think we were talking if you don't want the SEC hovering I got I got a bunch of calls from traders people that involved in Bitcoin in a big leeway to keep my Trump mean going and they said this is actually great for for Bitcoin because it's gonna get out they get the bad actors out of all the cyber currency stuff and it could come back to normal that they actually mail cleaner cleaner welcome the regulation getting the sort of fraudsters to put them the pyramid schemes all that sort of stuff out and hence did stop these shares went up I mean Bitcoin went up in value tremendously probably the biggest gain since for since the beginning of the year at least it hardly moves the markets right great so now here's the other thing which is very interesting which you alluded to in the tease before about CBS Viacom Shari redstone a head of National Amusements which owns both of those media properties and les Moonves who she wants to run it but is balking at it now he of course run CBS right now has done a bang-up job here's what CBS insiders are saying about this battle Moonves has put a bid in for the company it's below where where where sherry wants wants him to buy it at it's interesting how this works there's two separate stocks but it's all majority owned by this national amusement thing sherry wants him to bid higher for Viacom he's not the other thing is he wants to bring his management team so there's a big bald boardroom Creek clash going on right now a lot of people are saying the CBC broke it yesterday that you know he might be fired meaning movement' Moonves might be fired I've been talking to the Moonves people here's what they say they say that if Shari redstone does that she will fight she will feel tremendous pain if he is forced out at CBS Chiefs this is what I've been talking to people move as is do a massive compensation package if he's a stood and he gets other perks he gets paid 150 million dollars if he's ousted and a whole bunch of other stuff it's almost like Jack Welch from what I remember he left them be 20 later sounds like Philippe dome on of Viacom also had a very but here's the interesting thing his number two that J that he sherry wants Bob Baker to run the show with him to combine companies he wants his team led by with Joey and ello his current number two to be running it Joey and L apparently gets seventy million dollars not only that they're gonna face tremendous shareholder lawsuits and here's the real thing that I understand that's really kind of this is the real flying appointment I spoke with some people close to to Moonves they said he has doesn't for prom gettin fired he almost welcomes it that's why he's not moving from his demands which is how much he wants a bid for the company and then he wants Joe INL to be his number two right now why he doesn't want why he doesn't mind getting fired or he's almost begging to get fired I mean this is a classic game of boardroom you know chicken they're both playing chicken here it's because of that compensation package and the pain that will be felt on Shari redstone and that combined company from the class-action lawsuits if he gets blown out because it's a very good l CEO investors love him that's what I was going to say and they should investors if son said to you I'm gonna fire you and then you good go away with tremendous perks I mean I think you could run a studio or something I mean there's a lot of stuff in there and 150 million dollars what would you do as a shareholder if you're the person go to the beat it's going to the beach i I understand that les Moonves is telling people I understand that bring it on baby he doesn't mind be a fight that he's almost welcoming it I'm getting this from people that are close almost welcomed it come and come and take me out well and shareholders will scream and yell and that will not by don't take me out for 70 million please I'll go for Aiello's shaken please I'll go for iron ellos package charlie thank you is give me 72 seven give me the camera thank you
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