저자: GeorgeBall—채널진행자ThinkingCrypto는비트코인낙관론진행자 · 외국인
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결론: 전 Prudential CEO 조지 볼이 비트코인 매수 시점이라고 말하며 기관들이 암호화폐로 몰려온다는 주장이다. 발언자 측은 조지 볼이 과거 블록체인·비트코인 반대론자였다가 입장을 바꿨다고 강조한다. 그는 정부의 유동성 공급과 재정적자로 인플레이션·화폐가치 훼손 가능성이 커져 TIPS 같은 자산도 위험하며, 부유층이 비트코인을 대안 자산으로 찾을 것이라고 말했다. 진행자는 제이미 다이먼도 부분적 전향자라고 해석하며, JP모건이 2017년 비트코인을 사기라 했던 것과 달리 최근 분석 보고서와 Gemini·Coinbase 은행 서비스 제공을 근거로 든다. 근거로 든 것은 비트코인 stock-to-flow 모델이 반감기(5월) 이후 공급 감소와 수요 증가로 가격 상승 경로에 있다는 주장이다. 또 마이크로스트래티지가 2.5억 달러 현금을 비트코인에 투입한 사례, 워런 버핏의 은행주 매도 및 금 매수 보도를 들어 기업·기관의 자산 보존 수요를 강조한다. 그레이스케일 펀드가 역대 최대 주간 자금 유입(2.17억 달러)을 기록했고, 운용자산이 약 59억 달러라고 언급한다. 폴 튜더 존스의 자산 2% 비트코인 배분도 긍정 신호로 든다. 진행자는 이것을 장기 강세장(bull market)으로 규정하고, 상승 과정에서 원금을 회수하고 수익을 실현하라는 전략을 제시한다. 리스크 언급은 사실상 없으며 '고점은 알 수 없다'는 점만 짧게 덧붙인다. 유튜브 자체는 특정 자산 가격 목표치를 제시하지 않았다.
다듬은 글
um hi guys i've got very very bullish news for you you got to watch this video to the end first hit that thumbs up button let's get to over 500 likes leave a comment below and hit the subscribe button if you're new here guys exponential ceo george ball says it is time to buy bitcoin and he's he used to be a bitcoin a naysayer someone who was against crypto and blockchain now he's on board we are seeing full capitulation of corporates financial institutions institutional investors they are all coming for bitcoin and crypto let me play you the clip the interviewer asked him hey what are some other assets that people should be putting their money in given all the money printing that's taking place so let's take a look at it what assets should investors get into say outside of equities i've never said this before and i've always been a a blockchain cryptocurrency bitcoin uh uh opponent uh but if you look right now the government can't stimulate the markets forever the liquidity flood will end um it's sooner or later the government's got to start paying for some of the stimulus for some of the deficits for some of the well-deserved very smart subsidies that it's providing to people are they going to raise taxes that high or if not are they going to print money if they print money that debases the currency and probably even things like tips treasury inflation protected securities can be corrupted so the very wealthy investor or the trader probably turns to bitcoin or something like it as a staple wow i never thought i'd hear you say that i mean we heard jamie dimon talk about bitcoin before uh jamie's at least a partial convert i'm not sure that he's that he's a a a total uh convert um and then the notion isn't to hire this uh to to seek a tax refuge but have something that can't be undermined by the government and that won't become worthless if the currency becomes worthless or at least if enough robin hooders happen to believe that if the robin hooders don't want to trade stocks as they have where are they going to put their money uh there are no yields today and so bitcoin or another cryptocurrency becomes a very attractive either a long term i want to make a safe uh haven for my money or a short-term speculative debt uh and i think it's a good i think it's where many people will turn uh after labor day friend boom guys did you hear what this man just said people will turn to bitcoin and cryptos because they can own the us government can only pump the stock market for so long a lot of the yield markets like you mentioned these things are going to dry up right and the new alternative asset class that's on the rise is crypto and he sees the writing on the wall guys you are seeing corporations wall streeters hedge funds institutional investors all capitulating and notice what he said about jamie dimon he said jamie dimon has become a partial convert right because remember 2017 jamie dimon calls bitcoin a fraud secretly they've been building their own crypto jpm coin then all of a sudden this year jp jpmorgan analysts put out a report saying bitcoin and crypto has lasting potential because it survived the total market crash in march and they started offering banking services to gemini and coinbase which are crypto exchanges guys this is so bullish i this makes me even more bullish than i've ever been because to see these uh people from the traditional corporate world and financial world all of a sudden saying hey you know i used to be an opponent of bitcoin and blockchain i'm buying bitcoin now this is amazing and just so you know prudential is an insurance company it is publicly traded it is really big guys they are a big company number of employees is about 50 000 as of 2017 so there's no joke so this guy has a strong corporate background and all of these people see what's coming the bitcoin stock to flow model is on track guys it is headed to higher prices because of the supply and demand economics each having we had a having in may of this year cuts the supply and the demand has been growing and remember bitcoin is made to be a hedge against money printing and inflation and crony capitalism so these guys recognize that hey the us government if they keep printing money right this is going to devalue their cash reserves and that's why we saw just this past week what did microstrategy do a company that has nothing to do with crypto said we're gonna put our 250 million dollars of cash reserves into bitcoin to preserve the value of that money so here's an article from forbes stating the headline very clearly microstrategy just sent green light to corporate america on bitcoin very big guys a lot of these corporations are going to look at hey how can we preserve our cash because the government is printing non-stop how do we maintain that wealth they have to put it in a store of value and that is bitcoin but also gold we saw yesterday i covered it in the news warren buffett is dumping his banking stocks where his bank stocks in jp morgan and wells fargo and putting some of that money in gold so even he recognizes uh oh something's wrong here something's up we gotta we gotta preserve our wealth right because this money printing is not gonna stop right now and it's going to dilute dilute the purchasing value and savings so that is what's happening in addition guys barry silbert which uh runs you know of course grayscale the largest crypto hedge fund uh and they deal directly with institutional investors had their largest fund raising week ever 217 million dollars uh invested in their their funds and remember how much they have right now it's in the billions of assets under management i believe uh the last update it was about 5.6 billion uh no it's about 5.9 now so as of the 14th yesterday and remember they they diversified they have a bitcoin trust ethereum xrp and so on and so forth so they know uh that people are gonna diversify uh they're gonna put money in the bitcoin of course and other all coins so i hope you guys see the writing on the wall here if you if you're still on the fence about crypto guys it is here to stay and all of these corporate guys all these financial guys are capitulating um and you know george is on board uh like i said in my video yesterday it wouldn't surprise me if warren buffett capitulated and eventually said hey i was wrong i'm putting money into bitcoin and remember the major green light that was given to wall street earlier this year was paul tudor jones saying he's putting two percent of all his assets into bitcoin and he's of course a billionaire legendary investor guys the future is so bright for this market i'm so bullish we got to be patient market cycles remember that and uh you watch all of these guys capitulate just sit back and watch them capitulate and watch the prices go up because we are in a bull market now not a bull run a bull market and bull markets can last for years so i'm sitting back getting ready for my price points to cash out as i tweeted earlier this morning a friendly reminder that any crypto run up bull run pump whatever it is you have to cash on the way up a lot of people make mistakes saying hey you know i'm going to cash at this point i'm going to hold off right and then it starts crashing back down because you cannot call the top no one knows the future so tweet on the excuse me tweet uh cash out on the way up uh get your initial investment back take some profits and then you're playing with house money after that right you're in the green so i'm super excited that's my strategy that's my plan guys what do you think about this news i think this is a major major time bullish news because not only did he say he was an opponent of bitcoin but now he's on board he he gave us a hint as to what jamie dimon head of jp morgan is thinking and these guys are all going to capitulate they're all going to come into the market guys and i'm going to sit back and laugh and cash out my profits and like many of you so leave your thoughts and comments below share this video with any crypto skeptic and hit the thumbs up button i will talk to you guys later you
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