저자: 미상 · 외국인
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BlackRock 래리 핑크의 연간 서한에서 토큰화·크립토 확장이 강조되었다는 내용을 인용하며 비트코인·이더리움·알트코인의 장기 상승을 주장한다. 트럼프의 이란 공습 중단 등 지정학 이벤트를 비트코인 상승 재료로 해석하고, 연말 BTC 약 15만 달러 전망(애널리스트 컨센서스 인용)을 언급한다. 마이클 세일러의 장기 BTC 목표(4~8년 내 100만, 20년 내 2천만 개 보유 등)와 Tom Lee의 ETH 매수 전략도 소개한다.
다듬은 글
And we believe BlackRock is well positioned for what comes next at the intersection of the forces reshaping global finance. From the expansion of the capital markets to the evolution of AI and the digital transformation of investing. Smash the like button and tell everybody you know about this. BlackRock CEO Larry Fink just revealed his thoughts on tokenization in BlackRock's annual letter to investors.
He says crypto is like the internet in 1996. I just published my annual letter. I write this letter each year after hundreds of conversations with clients and leaders around the world. And lately, there's a common theme. People feel like the world is changing faster than they can process. Countries are investing more at home and artificial intelligence is advancing at an extraordinary pace.
And capital is moving differently. At the same time, enormous value is being created in the capital markets. But not everyone feels connected to that growth. If more prosperity is being generated in markets, then more people need the opportunity to participate in them. That's what this letter is all about.
Expanding long-term ownership through stronger retirement systems, earlier wealth building, and modernizing markets that make investing more accessible and more possible. At its best, long-term investing links your future to your country's future. When connection is strong, economies are stronger, too.
At BlackRock, that's the work we focus on every day with our clients around the world. We enter 2026 with strong momentum. Delivering record net inflows and reaching a new high of $14 trillion in assets under management in 2025 as clients entrusted us with nearly 700 billion of new assets. Those results reflect on the role we aim to play helping clients navigate change and investing for the long term.
And we believe BlackRock is well positioned for what comes next. At the intersection of the forces reshaping global finance. From the expansion of the capital markets to the evolution of AI and the digital transformation of investing. I remain a long-term optimist. Markets have always moved through periods of uncertainty.
The question isn't whether change is coming because it is. The question is whether more people will have a stake in what comes next. I hope you'll take a few minutes to read the letter and I hope it sparks a conversation. I was stunned reading Larry Fink's letter to investors just how bullish he is on all of this.
Writing half the world's population carries a digital wallet on their phone. Imagine if that same digital wallet could also let you invest in a broad mix of companies for the long-term as easily as sending a payment. Tokenization could help accelerate that future by updating the plumbing of the financial system making investments easier to issue, easier to trade, and easier to access.
Comment your thoughts below. What do you think of this? What do you think that Larry Fink is writing to BlackRock investors tokenization and crypto could transform the global financial system just like the internet did in 96. Post your reply. So knowing what we know about Larry Fink and BlackRock and Donald Trump in the White House and regulators in Washington, take a look at BlackRock's updated crypto portfolio.
BlackRock Biddle Fund companies and projects Binance, Circle, Euler, Uni, Wormhole, Aptos, Arbitrum, Avalanche, Optimism, Polygon, Solana, Securitize, Athena Labs, Ondo Finance, Flow Traders, Wintermute, Toka Labs, BNB Chain. These are the coins that BlackRock is bullish on. And Coinbase CEO Brian Armstrong agrees with BlackRock saying tokenization will be huge.
This is the future. Yeah, so tokenization is kind of a buzzword right now and it is really important as a trend because the same thing that happened with stablecoins where you know, a dollar got tokenized and now suddenly people all over the world can use it and there's fast cheap global payments. The same thing is now happening in the equities market and every kind of asset class really that people might want to invest in.
So, there's about 4 billion adults right now who are unbrokered. You know, some people have heard about being unbanked. There's also about 4 billion people who are unbrokered meaning they they don't have any way to invest in high-quality assets. Whether that's American tech companies or the latest BlackRock or Apollo fund or or anything like that.
And so, when you tokenize it, there's a there's a bunch of efficiency gains, but it's also about just just democratizing access. And you know, there's there's sort of like this balance between, you know, capital and labor, right? And for people who only make their income from labor, they're oftentimes left out of this wealth creation engine which is the ability to invest some of their hard-earned money in high-quality assets.
So, that's what we're trying to do with tokenization of every asset class. And as if on cue, SWIFT, the largest traditional financial global payments information network and centralized system on the planet, confirms that 25 plus banks will go live by June using crypto for 24/7 cross-border payments.
Adapt or die. The macro backdrop for Bitcoin and crypto in 2026 is really interesting. Bitcoin rises as Trump orders halt to strikes on Iran energy sites. You must stomach the volatility if you want to be successful in crypto. It's like war's off, war's on, war's off, war's on, war's off. But, remember what Tom Lee said just the other day, reminding us how when war permeates the culture and the environment and macro backdrop, the worst is near the beginning.
Remember this. When things seem the worst is often when the market does what you least expect it to do, correct? Yeah, that's right. I mean, I think right now if we asked any investor, they can list all the reasons why they're worried uh and what could go wrong. And that's what gets priced in very quickly.
But, we have to know that that's counterbalanced with opportunities have always emerged. I mean, whether when we look at the last eight major war events, the market was always bottoming very early into the conflict. As much as the war is creating uh obviously a huge short-term setback and a lot of uncertainty, including effects on monetary policy, ultimately, wars are going to be good for the US economy and the US stock market.
So, I think as we get towards the end of the year, uh the market stops thinking less about the crisis element of this and more on the opportunity. And remember, the worst of the Trump tariff scare happened right at the beginning, and then Bitcoin actually rose on the fear of the tariffs as Trump projected, you know, kind of a taco philosophy.
Chicken out. The tariffs were not as bad as what he said originally. So, be prepared. There's a good chance that Bitcoin rises a wall of worry as people are still scared of the Iran war, especially with the midterms coming up. I think it's in Trump's best interest to create peace and project peace and create a great environment going into midterms.
So, tomorrow morning sometime their time, we were expected to blow up their largest electric generating plants that cost over $10 billion to build. It's a very good when There was no dearth of money. And one shot, it's gone. It collapses. Why would they want that? So, they called. I didn't call, they called.
They want to make a deal. And we are very willing to make a deal. It's got to be a good deal, and it's got to be no more wars, no more nuclear weapons. They're not going to have nuclear weapons anymore. They're agreeing to that. Every Monday, Michael Saylor buys Bitcoin, and every Monday, Tom Lee buys Ethereum.
Now, with Ethereum, Tom Lee can also stake it. So, this is an interesting metric. Tom Lee's company, Bitmain, has locked up 68% of their total holdings, and they're going for 5% of the ETH supply in total, and they're planning to stake it. Still hard to imagine Tom Lee can't be worried with prices the way they are.
Take a look at this chart. This is Ethereum denominated by the US dollar on Bitstamp. This is the 200-week moving average. Accumulate under the 200 WMA because it's free money. Historically, this has been a good, good buy. And zooming out, taking a big picture approach, it's always better to be a bull.
Markets are designed to go up. In history, there are very few people who got rich by being a bear, and more often than not, they did end up losing it all. Every rich and successful trader is a bull. Bulls retire. Bears sound smart, but are constantly fighting the trend. Of course, there is abs and flows to every market.
Expect volatility. But, so much has been going down for so long, at some point, this has to flip. Altcoin market cap just touched its 9-year support trend line. Do you understand what this means? I appreciate what Charles Hoskinson says in this clip. Stop obsessing over red candles. The long-term direction is locked in.
550 million people in crypto now, a billion by 2030, and trillions of stocks and bonds moving on chain. The scale of what's coming is way bigger than whatever the chart did this morning. Crypto is the opt-out. Crypto is the exit. Crypto is the solution. And so, yes, the markets go up, and yes, the markets go down, but you know, there's some directionality to that.
The long term, we win. There's 550 million people in the cryptocurrency and there's going to be a billion by 2030. A billion. The majority of the world's stocks and bonds and equities will be in the cryptocurrency space by 2030. And all of y'all paper hands ARE JUST RUNNING AROUND. THEY'RE LIKE, "OH, OH, NO, THE MARKET MARKETS ARE FALLING, THE markets are falling, and what DO I DO?
WHAT DO I do?" We all headed for 10 trillion, guys, because trillion doesn't even mean anything anymore. The dollar doesn't mean anything anymore. Everything ought to be priced in crypto. Subscribe to Altcoin Daily, join our team. We put out one video every day, keeping you informed on the entire cryptocurrency market.
There is reason to be bullish on Bitcoin and crypto, a nascent asset class exploding with growth and adoption. Michael Saylor gives his latest Bitcoin price predictions. 1 million Bitcoin over the next 4 to 8 years, 20 million Bitcoin over the next 20 years. See you tomorrow, my friends. Where do you see Bitcoin hitting at the end of the year and in a year from now when we're back at this conference?
Well, I think Bitcoin's going to continue to grind up. I think the volatility is coming off of it as the industry becomes more structured with more derivatives and more ways to hedge it. Our our expectation right now is the end of the year, it should be about $150,000, and that's the consensus of the equity analysts that cover our our company and the Bitcoin industry right now.
I don't know why it won't grind up to a million dollars a coin over the next four to eight years. Uh, I would think not less than four, not more than eight. And of course my long-term forecast is it goes up about 30% a year for the next 20 years and we're headed toward $20 Bitcoin.
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