저자: CathieWood · 외국인
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캐시 우드는 비트코인 장기 베이스케이스 65만달러에서 현물 ETF 승인 이후 2030년 150만달러 강세 시나리오가 더 유력해졌다고 주장한다. 비트코인은 검열 불가능한 탈중앙 화폐 시스템이며, 신흥국 인플레이션 헤지 수단으로 역할이 커지고 있다고 본다. 변동성은 점차 줄어들 것으로 전망한다. 또한 블록체인·AI 등 5대 혁신 플랫폼을 강조하며, 규제(SEC 게리 겐슬러)를 혁신 억제 요인으로 비판한다.
다듬은 글
uh our base case is 650,000 but that base case was set uh before the SEC approved uh the Bitcoin ETFs uh and so uh we are more convinced now that our bull case of 1.5 million by 2030 is the the the more likely case welcome back to the channel That was Kathy Wood talking about Bitcoin going to $1.5 Million by 2030 leave your thoughts in the comment section below do you agree with Kathy do you think we're going to see Bitcoin go to 1.5 million by 2030 but in today's clip we'll be seeing Kathy talk about Bitcoin how there's no way to shut it down she getes some interesting information around crypto regulation and some other Bitcoin you check this one out all the way to the end make sure to like And subscribe to this video it helps the channel and it put es this video to new people so they can come and join the Bitcoin and crypto bandwagon so check this one out leave your thoughts in the comment section below let's go ahead and play the clip when we started Arc the two things we lumped back then uh so this was 2014 were artificial intelligence and blockchain Technology but we lumped them into NextGen internet because they were both even though AI has been around since the 50s uh the very big breakthrough the provocative breakthrough uh was as a result of image net and deep learning in 2012 so we're trying to figure out is you know is this important will this move the field of AI forward so that we'll have meaningful Investments so as I would say within the first two years we separated Next Generation internet into artificial intelligence and blockchain technology so they became came two of five Innovation platforms the other three are robotics energy storage and uh multiomic sequencing these are the five major platforms that are evolving today sort of like telephone electricity and internal combustion engine th those were multiple platforms evolving at the same time about a hundred years ago um now we have five evolving and again this is unprecedented and you know just pretty exciting so Bitcoin was back then 2011 and our first investment um and this was I mean we had to ask permission from the New York Stock Exchange can we put it in an ETF and they said yes you can you can put this gbtc into your fund but only 1% and we said great and they didn't say that it couldn't rise from 1% and so we let it rise and of course so it moved from $250 when we got in in September of 2015 so toward the end of 2017 uh I think it hit $20,000 it solves a lot of things to us Bitcoin means three things one it's a new technology um blockchain technology is a new technology but to simplify it um all we're doing here is layering into the internet uh the the layer that developers forgot to build in in the early 90s because no one understood that Financial Services or Commerce would take place on the internet so I was there and I remember agreeing with everybody I will never put my credit card on the internet this is not secure right and so they never built it in so blockchain Technologies of all types are an answer to that this is peer-to-peer technology taking a lot of middlemen out of traditional Financial Services taking layers of fees out and those fees are anywhere from Two and a Half to to 4% of Any Given transaction that's the first thing a technology the second is it's a monetary system so and each one of these words is important it's the first Global private meaning no government oversight digital decentralized rules-based monetary system in history it is a very big idea and my former Professor now friend art laugher couldn't be more excited he's about to turn 84 and this has rejuvenated him uh because he says this is an opportunity to go back to the US pref fed uh so pre 1913 when we were um basically using private money uh so it it will give the dollar a run for for its monies there's no way to shut Bitcoin down um and China tried and all the activity that was in China just migrated there's no oversight it there's no throat to choke and it has proliferated to such an extent and is serving a really important role especially in Emerging Markets where people you know of various countries if their leaders either don't understand economics or there's corruption and um they lose purchasing power and wealth you know to the tune of 50% in a very short period of time even this year Egypt I think it was the beginning of March devalued the Egyptian pound by 40% and so having an insurance policy like Bitcoin is really important in Emerging Markets I mean you've seen the corrections are violent because it is so early and so young um the the corrections used to be 95% now they're more like 75% that's a lot so I don't want anyone to think that it's straight up and to the right because the corrections are pretty violent um they're getting less so and I think as Bitcoin moves more into mainstream investing the volatility will go down dramatically uh so it's not like we're saying it won't go down um it will it's a new asset class and there are a lot of I would say weak holders they get in because of fomo so fear of missing out and then they lose 20% and then they get out you know they cut their losses so that exacerbates moves down so Bitcoin is back by the largest computer network in the world and therefore it is the safest crypto currency or crypto asset out there it has not been hacked the base layer has not been hacked I don't think any other crypto asset can say that so you know this is like a giant neighborhood watch you've got a lot of people whose livelihoods have been built on bitcoin starting with the miners uh in the Bitcoin ecosystem and they are all watching to make sure that uh this ecosystem is as robust and hack proof as possible uh Gary Gensler as I've said many times has been a menace to to our ecosystem and has pushed a lot of innovation associated with Bitcoin and other crypto assets into the rest of the world so much so that many of the innovators who have moved to other parts of the world whether it's Switzerland or Berlin or uh London or Hong Kong uh Singapore they will not deal with us investors even they they think they'll be tainted because we are regulated by us regulator you know when you're a regulator uh there's a lot of power seeking and we know the history of the SEC and the cftc H you know they've you know they've buted heads over the years right um and we saw this during the derivatives the evolution of derivatives in the in the 90s uh and finally you know with I think a Supreme Court ruling they both regulate it but regulate different parts of it that is what I think was going on there's a power struggle in the regulatory ecosystem this is my purview this is my purview and so we may go to the Supreme Court again I don't know um I think that was the main issue now there's something called regulatory Arbitrage and so that's what I mean by other countries very interested in attracting Innovation are one-upping us and I'll give you our first example when we started Arc in 2014 was drones and the Federal Aviation Administration so and Amazon was on its ninth generation drone back in 2014 and the FAA would not let Amazon fly its own drones on its own property outside it is only in recent months since that has changed but in the meantime one of the companies in our uh Venture fund zipline has seems to have ingratiated itself with the regulator meaning it has what we've observed is it has taught The Regulators prepared them every step of the way you know for what they were attempting to do no surprises whatsoever uh so the FAA did start opening up a couple of years ago to zipline zipline has um a pilot going with Walmart in uh the Dallas Texas area to deliver Parcels so um and so zipline beat Amazon to its own game which is really interesting so but this regulatory Arbitrage other countries when so Amazon went to Hong Kong UK Australia India to test out its drones and then the FAA became a little bit more uh understanding I don't know why they didn't give the green light to Amazon sooner uh but they did start giving the a
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