저자: CathieWood · 외국인
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캐시 우드는 1990년대 닷컴 버블을 혁신 투자의 씨앗기로 보고, 현재 AI·블록체인 등 5대 혁신 플랫폼이 성숙 단계라고 주장. 현재 시장의 극단적 집중(매그니피센트 세븐 축소, 엔비디아 쏠림)은 과거 대공황기와 유사한 패턴이라 언급. 비트코인은 기술·글로벌 통화 시스템·신자산군 세 가지 의미를 가진다며 2014년부터 투자해 왔고, 2016년 ETF 승인 이후 기관 자금 유입이 있다고 봄. 기본 시나리오 $650,000, 강세 시나리오 2030년 $1.5M 제시.
다듬은 글
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 if it's on the topic of innovation and investing in Innovation I've been managing money since uh 1990 uh a as the world went into the teeken Telecom what became the bubble uh and I also saw the bust and so I have a frame of reference and and it is this that the seeds for everything that we are doing now in terms of investing in Innovation those seeds uh those Technologies seeds were planted in the 20 years that ended in the tech and Telecom bubble and they've been germinating for the past 20 25 years uh we've been monitoring them we are ready for Prime Time Kathy Wood the founder CEO and CIO of Ark invest brings over 40 years of experience as a fund manager to this insightful video here she delves into the taco.com era of the 1990s considering it a pivotal investment period that laid the groundwork for today's Financial landscape Kathy Likens this era to the transformative period of the Great Depression emphasizing how foundational investments in technology then are mirrored in today's ADV advancements she highlights the meteoric rise of companies like Nvidia attributing their success to the unprecedented surge in AI Kathy draws a parallel between nvidia's current status and that of at& T during the Great Depression a company that dominated due to its groundbreaking Innovations in telefony Cathy also touches on the skepticism many baby boomers have towards Bitcoin she notes that their discomfort stems from a lack of familiarity with the technology similar to Warren its cautious approach to Tech Investments except for Apple Additionally the significant financial losses many Boomers experienced during the 1990s Tech bubble contribute to their weariness stay tuned as we bring you more highlights from this fascinating interview don't forget to like the video and subscribe to the channel make sure to watch until the end where Kathy Wood reveals her prediction for Bitcoin by 2030 share your comments and observations below every interaction helps with the YouTube algorithm and enhances the Channel thank you for watching and enjoy the video I think the biggest surprise to me and maybe one of the biggest reasons uh your listeners uh might uh find this interesting is the Tekken Telecom bubble you had investors just throwing money at dreams those were just seeds dreams today is the reality those seeds have germinated and they are blossoming now and and yet investors are scared to death they are investing in very few stocks you've heard about the Magnificent used to be seven then they threw Tesla out and then it was six and then it was one Nvidia uh we know that a very concentrated market like that is either very very good in terms of what it says about the future or very very bad and we can show you a chart you can post it showing that the concentration that we have just seen in the mag six is higher than it has ever been in history going back to the Great Depression Great Depression in the 1920s and early 1930s we saw similar concentration why was that cash was King just like cash in the mag six is King some of your most popular topics and videos run Bitcoin yes I'm curious when did you first hear about Bitcoin 2011 uh Brett winon are who's our chief futurist at ARC now but who was the senior analyst on our research uh on strategic change at my prior firm he came in uh just he had read an article I don't know if it was in must might have been in the economist and he started talking about Bitcoin and crypto generally and we were like what and so that happened one day but then he became fixated on it and brought we had a brainstorm every Friday and every Friday there would be a new story about Bitcoin now it was so young back then right this is back when it was about a dollar right yeah yes and uh there was no way to play it and so we were thematic so we were looking at it and trying to understand it and trying to figure out is there anything here this is a technology yes but it's also a monetary system you know could this play the three roles of money and so you know it was an interesting topic when we started Ark the two things we lumped back then uh so this was 2014 were artificial intelligence and 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 were 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 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 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 so what does Bitcoin solve 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 develop Vel opers 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 2 and a half 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 back to the US pref fed uh so pre1 1913 when we were um basically using private money uh so it it will give the dollar a run for for its money uh the Third Way To Think of Bitcoin so we've got um technology Global monetary system and a new asset class which which is why we are really excited and you know the arc 21 shares Bitcoin ETF is a a good example um we have enjoyed tremendous inflows and I'd like to think it is because we wrote our first piece on Bitcoin in 2014 uh We've earned our Stripes uh we had our first white paper with art laugher could Bitcoin serve the three rols of money that was 2015 and then we wrote our second white paper Bitcoin ringing the bell for a new asset class that was 2016 and finally the SEC approved um earlier this year uh a Bitcoin or many Bitcoin ETFs uh so we think institutions have not moved very aggressively thus far into Bitcoin why it's because they need to do their due diligence they need to we've we've spent 10 years doing this so we're very comfortable um you know if you look at uh Black Rock for example until I'm going to say three years ago um uh Black Rock was pointing to the you know negatives associated with Bitcoin and then of course there was the conversion and fantastic fantastic I think Black Rock has done a lot for this movement of Bitcoin into a new asset class uh what price targets do you have for Bitcoin everyone loves this yes so um we are imprint uh 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 there you have it Kathy Wood in her insightful interview with YouTuber iced coffee hour we hope you found value in her discussion as she shared her journey as a financial manager and the various Market Cycles she has experienced which have contributed to her vast expertise Kathy outlined five key segments in the advancement of the new digital Financial era stating that all have come full circle what's left is the natural digital growth and advancement in these segments to manifest and impact the Global Financial space what are your thoughts on Cathy's analysis share your don't forget to subscribe to the channel and give this video a thumbs up thanks for watching
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