저자: DennisKoray · 외국인
요약 보기
결론: 이더리움 기관 매집과 CME 비트코인 선물의 가격 영향, 피터 쉬프 관련 오프쇼어 은행 스캔들을 다루며 전반적으로 시장은 큰 움직임 없는 횡보 상태로 본다. [이더리움 기관 투자 동향] 이더리움(ETH)은 2020년 초 대폭락(약 90% 손실) 이후 올해 회복했으며, 특히 디파이(DeFi) 섹터와 기관 매수가 상승을 견인했다고 설명. 그레이스케일(Grayscale)이 이더리움 ETF 등을 통해 약 2% 규모의 이더리움 물량을 조용히 매집했다고 언급, 운용자산은 약 60억 달러 규모로 소개. DIC 캐피털의 스펜서는 기관들이 이더리움 ETF에 점점 관심을 보이며 우선 ETH에 집중할 것이라고 주장. 이더리움 수수료 증가, 활성 주소 증가, 스마트 컨트랙트 호출 증가를 근거로 펀더멘털이 매우 강세라고 평가. [CFTC 위원장 발언] CFTC 위원장 허버트(Herbert)가 최근 인터뷰에서 비트코인에 대한 자기방어 메커니즘을 언급한 것을 두고 진행자는 비트코인에 타격이지만 영향력은 제한적일 것이라고 평가. [비트코인 선물의 가격 영향] 2017년 12월 17일 비트코인 전고점과 씨티그룹 비트코인 선물 청산일이 같았던 사례를 언급하며 우연인지 논쟁적이라고 소개. 현금결제 선물은 실물을 직접 거래하지 않지만 차익거래를 통해 현물 시장에 영향을 줄 수 있다는 주장이 있음. 주말 선물 갭(gap)이 대부분 메워진다는 트레이더들의 주장이 있으나 통계적 확실성은 없다고 언급. 맥스(Max)의 비트코인 파생상품 거래량은 일 약 104억 3,300만 달러 수준이며, 시카고 거래소 등 주요 거래소 대비 작은 규모라고 설명. [피터 쉬프 관련 스캔들] 피터 쉬프의 Euro Pacific Bank(오프쇼어 은행)가 조세 회피·자금세탁 의혹에 연루된 대형 스캔들이 진행 중이라고 소개. 고객들이 세금 회피 등을 약속받고 유치되었다는 의혹이 있으며, 광고는 제3자 업체가 담당했다는 설명. 호주, 네덜란드, 영국, 캐나다, 미국 등 여러 국가에서 조사가 진행 중이며 호주에서만 약 100명의 고객이 연루 의심. [시장 상황] 비트코인 가격은 약 11,142달러 부근에서 횡보 중이며, 전날 밤 잠시 약 5% 하락(약 10,500달러대)했다고 언급. 시가총액은 약 3,580억 달러, 도미넌스는 약 59%(원문 자막상 '159'로 인식된 값 추정). 상위 10개 코인은 큰 변동 없이 혼조세이며 최대 하락 코인은 약 20% 하락.
다듬은 글
Hey everyone, welcome to Bitcoin 994 on October 19th. I'm having a great weekend, and price-wise, not much has happened, but there are some exciting topics today. First, we'll talk about Grace Kelly, who has really massively accumulated Itellium. Then, about the influence of Bitkom futures on the price, and finally, we'll discuss the scandal currently raging around Peter Schiff.
We'll start with the price, and well, there's not much to say. We're still relatively stable, currently at 11,1427. We briefly dipped to 5 last night. Bitcoins are relatively stable at the moment, and many are waiting for a breakout and hoping it will be upwards. So, let's start with the first topic: Grace Kelly.
Is it one of the best- performing assets this year? 28,102,219 was really bad for Itellium, which lost around 90 percent, but fortunately, it has recovered and gained ground again this year, especially the Defy. The sector has contributed to this, but so too has the purchase by institutional investors.
Investors contribute to the interior becoming more and more... yes, I'd say... quickly, he also got involved in something like this, and according to Barry Silver, the lake or Dyscalculia Group, the ETF and Grace Kelly's ETF, until recently, quietly and steadily accumulated just under two percent of all outstanding ETFs.
Not bad, not bad. Grace Kelly is an asset manager; they have over six billion dollars for their clients under their wing, I'd say. That's quite a nice sum, about six billion and two percent of all ETFs. That 's 2.25 million ETFs, and they have a value of over 800 million US dollars. And Grace Kelly's money is growing rapidly; they're buying like crazy.
Bitkom, now it's also going up more and more strongly in terms of explanation. But they aren't the only ones buying into it. The head of DIC Capital, Spencer, now says that more and more institutional investors are now interested in the ETF. The reason for this is freedom, although they're not yet fully delving into these motives, he says they're buying and initially focusing on ETH, and we'll analyze everything in this context.
They're free and will expand their risk spectrum sooner or later, and probably invest in other projects as well. So, one can be curious; maybe we'll see another big move here soon. Yes, that would have a bubble in the details area, and if you look at the military and generally a cocoon, many hope or believe it's like a golden future.
I personally also believe it's very well positioned, especially when you look at the fundamental viewpoints, for example, the men who are collecting endless fees, all the active addresses just at eTeleon and so on and so forth, and that's very, very bullish, especially with the fees. Yes, that's crazy.
They're more likely to have my Ferdinand's ITTC, and then also all the contract calls with the smart context, all the active addresses. So ETH is definitely mega popular. And many are simply impressed, especially the CFTC chairman, Herbert. In a recent interview, he explained that he is Bitkom's self-defense mechanism, as well as email, and that he resembles the internet.
So, a blow for Bitcoin and a knighthood for the honor, I'd say, from the chairmanship in Assisi. Whether this has such a big influence, I rather doubt, but it is certainly interesting. This statement leads to the second topic: Bitcoin futures. Yes, what influence do the futures have on the price? Opinions naturally differ, but it is, I would say, always difficult to say in detail whether it is really so or not.
But we all remember that wonderful day, the seventeenth of December 2017. Rubicondi had just barely reached 20, and that was the day that the all-time high of Bitcoin fell on the exact same day that the Citigroup Bitcoin futures were wiped out. Yes, the cash-rescued futures on the same day as that, and then it went downhill.
Is that a coincidence or not? Yes, good question, good question. Most would say it's no coincidence, others say it is. What do you think? Do they have any influence or not? I'd be interested to know. But if you look at the whole topic a bit more closely, such futures do n't seem to have a direct influence at first glance because they are cash-settled futures and don't deal with the actual Bitcoin.
Nevertheless, some assume that the arbitrage opportunity is precisely what they disclose, and therefore futures also have an influence on the spot market. For example, if a large trade is made in the futures market and the prices have simply changed a bit, and changed more significantly, compared to the spot markets, there are always habitat opportunities so that traders can buy cheaper, for example, in sports betting, and vice versa.
And that's why the prices are affected. It's then said that futures therefore also have a large influence on the spot price, and the tranche is always such a possibility. I'd say that for the individual trader, I don't think it's worthwhile for the average person. For large quantities, this could potentially be worthwhile, and that's certainly one reason why your futures also dictate the price here, and that's quite interesting.
Yes, and especially derivatives that also have cash backing, meaning nothing to do with the underlying asset, often have a price that reflects the real asset. For example, the fourth boss also said that this is the case with Battle, for example, so with cattle, the prices are set in the derivatives market, and reality then reflects the prices in the derivatives market.
And that's quite crazy, of course, that such a fantasy product can set the prices for products in the market. You can also transfer this to Bitkom, yes, then we see the influence here, and one of them, I don't know exactly who it was, some real banker, who also said we will tame Bitcoin, and they have achieved that with futures.
And maybe Bitcoin is tamed, who knows, who knows if that's really the case. We see that these futures are always relevant when Those who talk about the future labs needing to be filled... There's no trading on weekends, but on Saturdays and Sundays, the Bitcoin price moves up and down, creating a gap on the futures contract.
Many traders say this gap is always filled. I don't know the statistics for sure; the probability is quite high that it's often perceived, but whether that's just normal market movement or actually due to this gap is a good question that's not easy to answer. But in any case, the volume of these derivatives platforms is still far from where the volume should be.
For example, Big Macs' derivatives trades have 10,433 million per day. Yes, with max, it's over a billion. Sorry, 433 million in 30 days. With max, it has a billion in 24 hours. And max isn't the only one; they're the only ones offering derivatives here. So many other exchanges do too, and you can see that the volume of...
Sydney is really very small and perhaps has less influence than one might think. I believe this question cannot ultimately be answered so easily. In short, the last topic: Peter Schiff, our Bitcoin hater and gold promoter, is involved in a really big scandal, and the topic is offshore banks. These banks are a phenomenon in themselves; international corporations like to use offshore banks, but first of all, they often have a bad reputation regarding money laundering, tax evasion, blah blah blah.
But Peter Schiff's bank, Jure Pacific Bank, is currently involved in a huge scandal. Peter was also in an interview and then said that the bank had done nothing wrong. But yes, the whole thing seems to go deeper, and it's bigger and more entangled than one might imagine at first glance. It seems that customers were lured in with the promise of protection at the bank, that they wouldn't have to pay taxes, and so on.
Yes, and those who advertised this—that 's obviously not the bank itself or its employees. The car is a third-party company, and so the credit institution here, the banks with a meeting, could accuse Rico, even though they say, "Hey, we can't do anything about it." The whole thing was uncovered from Australia, where some Australian customers have now also been implicated.
The investigations are also underway in the Netherlands, Great Britain, Canada, and the USA—really all around the globe. And now it's time to work out how the bank operates, which other institutions were involved in the activities, what partnerships exist, and how they are connected. In Australia, for example, there's Permanent Westpac Bank—yes, pretty crazy what's going on there.
In Australia, 100 customers are suspected. That's not a huge number, but perhaps it involves really large sums. The majority can probably handle the move better. And he has become really famous in recent years, or rather, famous—he was already known in the scene, but in the Bitcoin world, he became a bit more well- known through his criticism of Bitcoin and his preference for gold.
And now he himself... Here, he's involved in such a scandal regarding money laundering, illegal business dealings, and tax evasion, and of course, his side is also in the picture. Let's see what comes of it; it's definitely pretty, pretty intense. In the end, we come to the market. We're standing at 358 billion market capitalization, with condoms at 159.
And yes, there isn't much movement in the top ten either. So, as you can see in the chart, a few coins are slightly up, a few slightly down. So, nothing earth-shattering. Of course, there are also a few winners in the last 24 hours, but with almost 20 percent price increase, the top loser is Falcon with 20 percent.
So, folks, here are the latest from me. I wish you a wonderful start to the week, and yes, I know what to do. If she likes it, we'll leave it at that. Unfortunately, it's over, and we'll see each other again tomorrow. Until then, always Mario, potion hat. The second possible post
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