저자: CathieWood · 외국인
요약 보기
캐시 우드는 중앙은행이 비트코인을 준비자산에 편입할 것이며 비트코인과 달러 외 통화가 기축통화 경쟁에 나설 수 있다고 주장. 미국 CBDC는 주별 권한 문제와 사생활 침해 우려로 실현되기 어렵다고 봄. 스테이블코인은 기존 금융과 디지털 금융을 잇는 유용한 수단으로 유지될 것이라 함. 비트코인은 사람의 재량이 없는 고정 규칙 화폐로 fiat를 대체할 것이며, 라이트닝 네트워크 확산으로 신흥국에서 교환수단으로 쓰일 것이라 주장. 프로토콜 가치 포획 논리(fat protocol)와 Art Laffer의 견해를 인용해 장기적으로 비트코인이 교환수단·가치저장·계산단위 역할을 할 것이라 봄.
다듬은 글
central banks will will start including Bitcoin in their reserves uh and actually it will become some competition for the world's Reserve currency from that point of view but it will also discipline us I think as well so I don't think the dollar disappears um I think maybe Bitcoin and the dollar and maybe another currency start to dominate we'll see Cella Kathy Wood the Superstar investor who has a knack for spotting the next big thing she is the found founder and CEO of Arc invest a firm that manages over $100 billion in assets and invests in disruptive Technologies Kathy will tell us why she thinks Bitcoin is the future of money and how it will challenge the dollar as the Global Currency she will also share her vision on how Bitcoin will make us more responsible and disciplined she doesn't think the dollar will go away but she thinks Bitcoin and maybe another currency will join it as the leaders you don't want to miss this interview so get ready as we dive into the conversation with Kathy Wood and as far as cbdcs you know it's very interesting in the United States I definitely don't think that's going to happen because uh this is a states rights issue and I know in the State of Florida where we uh uh where we are we moved Arc here two years ago in the State of Florida uh Governor Ronda santz has said a cbdc would not be welcome all of that all that would mean is government surveillance invasion of personal privacy like in China and so if it's not going to work in Florida it's probably not going to work you won't get all 50 states that would be a big problem right and I don't think it will work in a I think the politics would would uh would basically prevent its uh becoming ubiquitous in the United States uh stable coins are the bridge into uh the inter effectively into the internet Financial system uh and are playing a very important role and pro and probably will continue to play a a very important role from an interoperability point of view and so forth so yes we we we definitely think that's going to go on if when you think about cbdcs what are they they're still got human beings making decisions there's no mathematical metering is just a human being making decisions and setting a policy and then changing its mind uh whereas you know a a policy that everybody understands these are the rules of the game and it's not going to change mathematically metered uh a block every 10 minutes uh having it roughly every four years uh 21 million Bitcoin never more um I think that uh I think that is a that is moving us away from fiat currency taking the human being out of the loop importantly Kathy Wood tells us why the US won't have a cbtc or a digital dollar Kathy sees some states don't like it because it means more government control and less privacy Florida is one of them and she moved her company there if it would be hard to get all 50 states to agree on a cbtc Kathy also talks about stable coins which are digital coins that keep their value stable they are a good way to use the old and the new money systems they are very useful and will stay useful she then Compares cbdcs and Bitcoin cbdcs are controlled by humans who can change their minds and make mistakes Bitcoin has a clear and fixed set of rules that everyone follows she says Bitcoin is better than regular money because it doesn't depend on humans Kathy explains that this is important for the future of money um Joel manro at a placeholder where Chris berneski went to be his partner uh and start a venture fund focused exclusively on crypto he coined when he was at Union Square Ventures uh the fat protocol uh and and what he was trying to communicate was you know in the internet the internet uh the the protocols were very thick then right nobody made money on the protocols right uh it was only the applications on top of the protocols um with Bitcoin in particular and other crypto assets but especially with Bitcoin uh the fat protocol is the the the the Bitcoin itself will um enjoy the largest piece of the pie uh as opposed to the applications on top they they will also get a piece of the pie right but you know this is the global monetary system a rules-based digital decentralized monetary system that's a very big idea there aren't going to be many ideas that are bigger and so we do think that in this case specifically the fat protocol thesis applies um the lightning network is making some good strides and um on that that brainstorm I I mentioned the the the convergence of AI and Bitcoin this is really happening in in the emerging markets and I was on that uh brainstorm and I was saying what uh completely redefining division of labor in Emerging Markets uh so we C we think of Giga jobs here or giga work put that on steroids in emerging markets and the lightning network is en enabling it uh now what you're asking um in terms of Bitcoin serving as a means of exchange not just a store of value uh and maybe even becoming a unit of accounts so serving the three roles of money um I I do think uh that will happen we've done uh another another few podcasts and brainstorms with art laugher who uh do you I don't know if you or your listeners are familiar with art laugher he is a famous economist um you you have to be um very familiar with economics and different economic theories laugher curve is all about tax policy but he's a monetary scholar as well and he was my professor at USC in the day in the 70s and um he is 83 now and he has I've never seen him more excited um uh because what he's saying is wait a minute this I've been waiting for this since uh s since Nixon closed the gold window in 1971 so a new monetary rule space system and then uh I've asked him and and these podcasts were around this topic wait a minute could it become a means of exchange well when it has proliferated throughout the world and of course we're going to enjoy the scarcity value of it as institutions and Center once that has once that's fairly ubiquitous then what he thinks is that it will become more of a stable currency or it'll act more like gold itself just much more stable than Bitcoin and it will in more and more economies especially Emerging Markets it will serve as a means of exchange because you know it won't be straight up and if you bought a pizza you paid in future dollars you know $2 million for a piece of pizza it's not going to be like that anymore it's going to be okay I paid up a little bit but the the utility is is so great that I was willing to do that Kathy Wood tells us why she thinks Bitcoin is the best thing that ever happened to money she learned this from Joel Monro who is a smart guy who invests in crypto he came up with the idea of the fat protocol which means that Bitcoin is not just a tool but a whole system he said that Bitcoin will get the biggest share of the money Pi more than any other app or service that uses it he knows that Bitcoin is a global system that has rules but a boss this is a very big idea and there are not many ideas that are bigger kiy then talks about the lightning Network which is a way to make Bitcoin faster and cheaper this is helping people in poor countries to work and earn money online she explains that this is changing the way people do business and create value Bitcoin will not only be a store of value but also a means of Exchange in a unit of account this means that Bitcoin will do all the things that money does but better she learned this from art laugher who is a famous economist and her former teacher he is very old but very excited about Bitcoin he has been waiting for this since 1971 when the US stopped using gold as money this is a new system that has rules but no politics she then says that when Bitcoin becomes more popular and stable it will be used more and more as a means of exchange this will happen especially in Emerging Markets where people don't trust their money or their government Bitcoin will not be too expensive or too cheap but just right people will be happy to use it even if they have to pay a little bit more this is because Bitcoin is very useful and powerful and don't forget to subscribe to bitcoin Cella you will get the most important news in your inbox every day and for free don't miss this opportunity if you like the video hit that like button help you on your money Journey until next time happy investing
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