저자: ThinkingCrypto채널진행자 · 외국인
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결론: 인플레이션이 올 것이므로 금과 비트코인·암호화폐가 현금을 대체할 자산으로 부상하며, 기관 자금 유입으로 비트코인 10만 달러도 가능하다는 주장. 인플레이션·통화정책 근거 워런 버핏이 금광 기업 지분(바릭골드 등 약 5억6200만 달러 추가)을 늘린 것은 인플레이션 대비로 해석됨. 연준이 물가 2% 상회 허용 결정, 미국 통화량이 2개월 만에 200년치 증가 등 과잉 통화 발행을 근거로 듦. 기관 자금 유입 근거 폴 튜더 존스가 비트코인에 자산의 약 2% 배분, 마이크로스트래티지가 현금 2억5000만 달러를 비트코인에 투입, 캐나다 소프트웨어 스타트업 스내피가 현금의 40%를 비트코인에 투입, 전 프루덴셜 CEO 조지 볼이 매수 권고 등을 언급. 리플 CEO도 달러 약세로 다각화 수혜를 전망. 종목·자산별 언급 금: 인플레이션 헤지로 상승 전망(버핏 매수 근거). 비트코인: 주요 수혜 자산이며 10만 달러 도달 가능성 언급(현재 대비 약 10배 상승 언급 포함, 기간 미제시). 기타 암호화폐(BCH, ETH, LTC, XLM, XRP, ZEC 등): 다각화 대상으로 언급, 방향 명시 없음. 주식: 인위적 유동성 장세에 편승 중이라고 언급, 특정 종목은 머니그램(1달러 부근 매수, 350 부근 일부 매도 언급) 과거 수익 사례만 있음. 테슬라 등은 가격 목표 관련 예시로만 언급. 리스크·전략 누구도 고점을 맞출 수 없으므로 가격대별 분할 매도 계획 필요, 전액 투자 금지, 자산 다각화 권고. 단 진행자는 이것이 투자 조언이 아니라고 명시. 출연자 전망 진행자는 인플레이션이 임박했다고 보며 금과 비트코인을 현금 대체 자산으로 긍정적으로 봄.
다듬은 글
hey everybody welcome to the on this channel we cover the crypto news and we interview many of the folks who are building and investing in the crypto asset class please hit that thumbs up button let's get over 500 likes leave a comment below and hit the subscribe button if you're new here guys i'm very interesting developments around what warren buffett is doing with his stake in gold and more details were revealed and cameron winklevoss one of the winklevoss twins tweeted the following when buffett by stake in gold mining company you know he knows something's up inflation is coming he'll find bitcoin in a decade it took him until 2016 to find apple but now it's his biggest investment ever at 95 billion dollars 44 of berkshire hathaway's portfolio so couple things uh warren buffett of course a very very successful investor right um the guys made significant amount of money more money than many of us will see in our lifetime and it took him a while to get into the tech space so buying tech stocks he completely missed that but you know he could also say he didn't really need it because he's already filthy rich however in his uh with his company berkshire hathaway um they did eventually you know catch on okay we need to invest in tech stocks and they bought apple and so forth well all of a sudden we heard at the beginning of this month he's moving into gold and historically he trash gold right he was like oh it's it doesn't do anything it's it's it's whatever right he didn't have any interest in it and you guys have seen the old videos of him just trashing gold but all of a sudden he's like okay i'm going to jump into gold right and uh even the gold stocks uh excuse me the gold mining company stock soared more than 10 percent once um it was revealed how much berkshire hathaway uh you know as far as the stake how much they had in it and uh they had put uh added 562 million dollar position in barrick gold so and this is according to the sec filings by the way so as you can see they are preparing for something here and that is inflation they know the cash they're sitting on is going to lose value due to inflation due to the record money printing that is happening uh that the fed is currently doing right and if you guys remember this just in july it was reported u.s printed more money in one month than in two centuries guys 200 years can you believe that um they are printing money at a record-breaking pace it is unbelievable and of course it has not stopped and you know this is not going to end well right it's going to lead to inflation and so forth and even ripple ceo recognizes this he uh said in a tweet here the pandemic is throwing so many playbooks out the window yesterday's action flies in the face of decades of president signs uh point to further dollar debasement in the near term leading to further diversification of assets which will certainly be good for crypto i mean absolute agreement guys and you know this is regarding the news about uh they will let inflation the inflation rate uh go above two percent if i'm not mistaken um and it's pretty crazy that they're gonna do that right um yes so this is uh the federal reserve's historic decision to allow inflation to overshoot the two percent target so the money the us dollar is going down the drain and i think we've all seen the charts showing the purchasing power of the dollar just decreased a decade over decade due to money printing right so this is not going to end well so i absolutely believe in what brad is saying here and even cameron winklevoss i think logically if you if you understand economics and what's happening people are going to move their money out of uh just having cash into uh stores of values and things that can continue to grow their wealth right because cash is going to be the base and i think gold is a big part of that that's why warren buffett is uh investing in it and i think bitcoin and the crypto market is going to be the other option as a solid asset class that's on the rise and we already start seeing we already started seeing that guys this year because uh these people who are investment legends and giants and they are certainly a lot of much smarter than you and i and they have teams of people doing uh analytics and and data mining and studying trends they recognize this so hedge fund manager paul tudor jones you know he calls bitcoin a great speculation says he will put almost two percent of his assets in it right he said it's the fastest horse in the race right now and uh uh you know he said uh he defended his investment especially versus the other stores of value like the us dollars which tend to dem diminish in value over time as governments spend more than they generate so these guys this is pretty logical stuff here right these guys recognize what's happening it doesn't doesn't you don't have to be a genius to see what is taking place and the money sitting in your bank account will lose value right and even microstrategy we saw a publicly traded company they said they're putting 250 million dollars of their cash reserves in bitcoin and saying it's superior to cash yeah i mean i mean right it does not take a genius or a rocket scientist to figure this out what is taking place right now and also snappa we heard this week they're a canadian software startup saying they're putting 40 percent of their cash reserves into bitcoin so the trend has started here guys and even uh ex-prudential ceo george ball uh this month said hey it's time to buy bitcoin and what's happening with all the um uh you know the markets right now being propped up by fiat the money printing he's like okay i used to be a bitcoin a blockchain opponent it's time to buy bitcoin so we're seeing capitulation across the board guys and crypto is becoming that store of value certainly bitcoin leading the charge but of course you know it starts a bitcoin and these other uh institutional investors will invest in in other uh cryptos right because when you look at um for example maximalists or anything like that they uh focus on diversifying let me pull up their profile here they usually give the um the number of of assets under management an update on that every week so let me pull it up here for you guys and as you can see here right so total assets under management as of august 28th is 5.9 billion dollars and look at the diversification certainly bitcoin is the largest part of that portfolio but they have bitcoin cash ethereum uh litecoin stellar lumens xrp zcash and so forth so that is the way i personally look at investing i diversify i've been transparent you know i hold a variety of different cryptos because i believe there will be multiple winners i also hold some gold um and also some stocks that i play around with because not that i believe in the stock market right now but i am following the wave of the money printing and the pump that is it's an artificial pump right it's certainly not based on the economy and what's happening so i'm riding that wave i think i've mentioned to you guys i made some money on moneygram you know i bought it in like a dollar or something cashed out some at 350 and so making my profits there guys and um i i always like to pay attention to what these big hedge funds and investment firms and crypto are doing and they're diversifying um so they're not caught up in the maximalism and the childish fighting back and forth which is nonsense um so this is uh this is very interesting guys and i think inflation's on the way so i think we're we are ahead of the curve here if you're putting some of your money into crypto um now you shouldn't put all obviously not financial investment advice but you know don't put your life savings into it certainly diversify so you can preserve some of your money um and make some money of course uh but i think the writing's on the wall when you see guys like warren buffett putting his money into gold um you know you know inflation's on the way and like i said bitcoin and crypto is the other option and uh i think brad articulates it really well here and uh let's see more you know let's sit back and watch and see more money come into the market from the likes of hedge funds billionaires the wealthy investors companies corporates who are looking to preserve their cash reserves imagine a company like apple with a huge cash reserve putting your money into crypto that's going to be big and that's why a 100 000 bitcoin is not far-fetched guys it's not far-fetched it's it's like a 10x from where we are right now right um so i'm i'm gonna i'm gonna sit back patiently watch the money flow in and get ready to cash out at certain price points and you should have your cash out plan put together what you remember no one can call the top so you gotta cash out in phases people think oh yeah i'm gonna wait till bitcoin hits a hundred thousand what if it doesn't right what if it just you know tops out at seventy thousand so that's why you gotta hit certain price points cash out of certain price points and uh take profits on the way up because if anyone can tell you they're gonna call the top they're liars so just just remember that um it's same thing with stocks if you can say oh tesla stock is gonna hit this just keep holding don't sell anything right you don't know that you don't know that certainly you can uh plan for that price point but you need to plan for if it doesn't so you've got a cash on the way up so just remember that guys so guys what do you think about this uh you know you think inflation it looks certainly looks like inflation's on its way and more companies and wealthy investors are going to be putting their money into a bitcoin in the crypto market as well as gold right to be fair um so what do you guys think about that leave your thoughts and comments below hit the thumbs up button subscribe you
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