저자: CryptoYouTuberCryptosRus · 외국인
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결론: 영상은 비트코인 장기 펀더멘털 낙관론을 펼치며, 단기 하락 경고를 한 피터 쉬프를 비판한다. 쉬프 비판: 피터 쉬프가 비트코인 1만 달러 지지선 이탈 경고와 추가 50% 하락을 주장했으나, 과거 33,000달러 시절에도 제로 수렴을 주장한 바 있어 신뢰하기 어렵다고 지적한다. 쉬프의 비트코인 관련 발언은 관심 끌기용이라는 취지다. 단기 상승 요인: 전 뉴욕증권거래소 대표 등 일부 인사가 비트코인을 포트폴리오에 담아야 한다고 말한다. 공급 한정(2,100만 개)과 검열 저항성을 이유로 든다. 이더리움 머지가 자금과 관심을 유입시켜 이더리움 주도의 랠리를 만들 수 있다는 견해가 소개된다(출처 인용 형태). 블랙록 등 기관 투자자 유입이 큰 영향을 줄 수 있다고 보며, 밈코인 급등과 블랙록 매수의 연관 가능성을 언급한다. 다만 기관은 이미 오래전부터 매집했을 것이라는 의견도 덧붙인다. 장기 펀더멘털: 피보나치 레벨 기준 현재 위치가 양호하고, 600일 EMA 등 지지 지표가 유지된다. 5~7년 보유 공급량이 증가 중이며, 21개월 고점 부근이고, 최소 5년간 움직이지 않은 비트코인이 약 100만 개에 근접한다. 주소 수 증가와 채굴자 유지도 긍정 요인으로 든다. 테라 붕괴 이후 다쿠안(Do Kwon) 인터뷰 논란이 언급되며, 그 사이 약 33만 개의 비트코인이 저점에서 매수되었다고 한다. 온체인 모델: 공급 손익 모델에서 저점이 높아지는 흐름을 보이며, 거래소 잔고가 4년 최저로 감소 중이다. 고래·상어·돌고래가 대량 매수 중이라고 주장하며, 거래소 잔고는 2018년 수준으로 떨어졌다. 현재 가격은 약 23,000~24,000달러로 제시된다. 리스크: 1만 달러 지지선 이탈 가능성과 테라 사태 여파가 언급되나, 영상은 전반적으로 낙관적이다. 출연자 전망은 장기 강세, 단기는 이더리움·기관 유입 변수 의존이다.
다듬은 글
peter schiff throwing charts now getting desperate trying to make people uh again still stay out of bitcoin for whatever reason i mean he just had his bank taken away from him so i mean he should be very unhappy with the governments and should be supporting a decentralized network like bitcoin but instead now he's throwing out charges and saying oh watch out for this and and that and this right you know support will be tested below 10k watch out like all the other times before where he claimed that bitcoins would go to zero and claiming it'll have another 50 drop when it was at 33 000 right i don't know i guess just this just what he does how he gets uh how he gets attention on twitter because his bitcoin tweets definitely get a lot more attention than his regular tweets right but you figure you gotta at some point you gotta you gotta come to the light right especially what happened to them i mean who wants their bank to be taken away from who wants their money to be taken away from them right so anyways um all right as for people that actually have come to light and do believe in bitcoin the ex-president of new york stock exchange does and things that everyone should have some bitcoin in their portfolio and for simple reasons um you know for for simple reasons that i have mentioned and many people many other people have mentioned basically you know bitcoin is scarce there will only be 21 million so unlike everything else out there that doesn't have a set supply why would you not want to buy something that's scarce and also that's trusted and censorship resistant so this is important and also something that no governments or banks around the world controls that's important no one can shut down the transactions or stop the transaction so um these are important things and he agrees that everyone should have some bitcoin in their portfolio and he probably has large bag for i'm pretty sure for saying this the mooch um is saying that there will be two things well he told cnbc uh two things that will prop up demand for bitcoin short term long term is a long term bitcoin bull but short term what can bring the entire market up one thing that has nothing to do with bitcoin is ethereum he's actually saying ethereum is is uh bringing a lot of you know attention to the space the merges bring a lot of money and people into this space and that could definitely cause a market rally which would be different than all rallies before because then that means it's not led by bitcoin it's actually led by ethereum ethereum led market rally which would be very interesting something that we have really never seen um before right so that's number one number two um number two is blackrock and i've talked about that too right blackrock being as big as they are getting institutional investors involved that could be absolutely huge and they have been making big moves right and one wonders if yesterday's meme coin pumps were due to blackrock i don't i don't know because she been dough just pumped up crazy last yesterday right um out of nowhere so maybe blackrock was buying who knows but blackrock have so much money so much influence so yeah you figure they can definitely help bring a lot of money and new clients into this space but probably you know probably for themselves they've probably been accumulating for a long time already so yeah so i agree with dc these are two short-term things but long-term we know bitcoin still very healthy fundamentals are great things are still improving right still on track here's one just kind of measuring bitcoins top and bottoms with fibonacci levels and where we are now right still looking pretty darn good and here's another one that's measuring another floor ema 600 right and you look at things like supply last active which means the holders that's been holding for five to seven years not at all time high but keeps increasing 21 month high close to a million bitcoin has not moved in at least five years think about that it's quite a lot right so these are great things to look at and of course the number of addresses continue to go up people that are turning to bitcoin more and more each and every day and miners are certainly not going away either so these are great fundamental things that is still happening right now a little bit about bitcoin since the terror collapse which dokuan has recent come out break silence kind of people are calling out that interview as bs basically the the interview was done by someone that was a big terror supporter and arguably that was just like a pr interview so now it seems like dokwan is open to interviews with other people that won't be so friendly with their questions right so we'll see how he answers it but anyways terrace collapse is still on people's minds right but the good thing is a lot of people took advantage bought 330 000 bitcoins since that collapse towards the bottom because they want to accumulate while people are panicking while things are low so that's good for that but i i want to see some of these other interviews between do quan and and some of these other guys that that that's going to ask some tough questions right that'll really i think that'll really reveal some things um you know also as for bitcoin of course there's other great models here's one that looks at the circling supply and profit and basically this is a lot like some of the other models like nupol that's measuring realized loss realized gains but if you look at you know we are in a pattern obviously and if you look at the bottom basically this is a higher lows right shows there is a correlation there obviously with the supply being a loss versus supply being in profit so another one of those models interesting models that show bottom and of course balance out exchanges continues to drop reach a new four-year low so that's positive i've been telling you guys about buying just yet last night i talked about sea mammals and people didn't like that term but whales sharks and dolphins have been buying bitcoin by the boatload each and every day so it makes sense that bitcoin balance on exchanges keeps dropping we are at 2018 levels guys 2018 levels so think about that 2018 levels bitcoin was below ten thousand nearing four five six thousand and we dropped to lowest three thousand and think about where we are now bitcoin being at twenty three twenty four thousand and the reserves being that low right we have come a long way within a very short amount of time but there'll be more bitcoin leaving exchanges as we move forward so there you go the bzo you
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