저자: Bloomberg진행자및Bitcoin관련패널 · 외국인
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2018년 11월 비트코인 급락 이후 방송으로, 패널은 비트코인이 주류 채택과 브랜드 인지도를 확보했으며 가격보다 실제 사용 사례를 봐야 한다고 주장함. 제이미 다이먼(JP모건)이 과거 비트코인을 '사기'라고 한 발언을 언급하며, 패널은 이에 강하게 반대하고 그가 곧 입장을 바꿀 것이라고 전망함. 비트코인 가격은 상승 또는 하락할 수 있으나 급등한 만큼 하락은 당연하다고 봄. 다만 피델리티, 블랙록, 스퀘어 등 대형 기관의 상품 출시 전까지는 뚜렷한 가격 상승 모멘텀이 없다고 봄. 비트코인은 '100파운드 고릴라'로 네트워크 효과가 있어 기존 금융사들이 상품을 만들고 있는 유일한 코인이라고 평가함. 반면 ICO는 SEC 규제로 사실상 사장되었고 대부분 살아남지 못할 것이라고 봄. 비트코인 결제 처리액(비트페이 기준)이 가격 75% 하락에도 작년 10억 달러를 넘었다는 점을 사용 확산의 근거로 듦. 패널은 내년 말 비트코인 가격이 상품 출시 여부에 따라 15,000~20,000달러까지 갈 수 있다고 전망함. 비트코인 예측 발언 요지: 기관 상품 출시 전까지 뚜렷한 방향성 없음, 조건부로 내년 말 15,000~20,000달러 가능.
다듬은 글
then kind of really into hedge funds Bitcoin I spent your thoughts on it I mean like crash crash crash like 4200 right is that where we are like it what were your thoughts the crash has not surprised me what surprises me is how far up we went before we had the crash you know fads a little harsh but not too far from it well cryptocurrency has a future there's a technology there but who the winners are and who the losers are way too soon and we're seeing that now it is I mean it's amazing to jamie dimon this is out on the bloomberg now I'm sure it's gonna get read like crazy Jamie Dimon of course referred to Bitcoin as a fraud not too long ago and basically said if it wasn't going to zero was going pretty close and then it may spike before it comes down as if Jamie Dimon needed something to be cocky about I couldn't get out of a retail FA meeting without Bitcoin being ousted and the more recent one has been the bank stocks same parallel you see it and they just get over bought over believed that means we're not calling the bottom then yet all right what would you be saying to the Thanksgiving dinner table this year yeah I would say hey Bitcoin has become mainstream adoption around the world it's got great brand recognition and again we shouldn't look at the price so much because it's what's really happening behind the scenes and I don't think he'd see any price movement up or down really as I said for a long time until there's really some new direction and that would mean things like fidelity launching their product next year or back to launching their product they're square launching a product or Blackrock launching a - yep until those procs come out I don't think there's really any mark-to-market catalyst moving either way now what Jamie Dimon I said about Bitcoin has gotten a lot of play but I think right now it bears Worth real istening take a listen to what Jamie Dimon had to say about Bitcoin last year it will blow up China just kicked him out it stole it was money somewhere else it will be you know I probably don't ask me it's just shorted I'm not gonna say it could be 20,000 before this happens but it will eventually blow up it's a fraud now he later said he regretted saying that but I wonder right now if it looks like he's being vindicated so I completely disagree with him on the fraud comment again price can go up and down and obviously anything that goes up that fast will obviously come down so he's right about that but the fraud thing I completely disagree and I would imagine next year when Jamie Dimon sees fidelity's the world launching products that his bank will also be launching a product to as well when you seen companies maybe in the Bitcoin space doing IPO silver gate today announced an IPO which is a bank that looks a lot of crypto a lot of Bitcoin miners made it comes at coinbase to an IPO next year JP Morgan will try to get coin bases business probably through underwrite so I think he'll be changing that tune pretty soon next year but again it might be q1 q2 because these big companies take a long time to launch their products do you think that we should be starting to look at crypto currencies as different currencies do you think some of the other currencies will actually break away from Bitcoin or are they all basically the same no I think there's a big night and day difference between Bitcoin and everything else Bitcoin is the hundred pound gorilla that's the one that has the mass network effect that's the one that the traditional financial companies are building products around the other ones I don't know what's gonna happen to them you see the ICO is being rolled by the FCC right now having some rulings about that I think it's safe to say the IC markets pretty much dead right now and maybe a couple will survive I'm not sure but none of them are gonna survive wants Bitcoin survives first that's the one everyone's focused on okay so that's what you're saying this year what does uncle Sonny say next Thanksgiving I would think next year we'll see actually maybe an ETF watch my regular Blackrock type company a fidelity product possibly ask we're gonna see traditional combats fighting the PIP pays a claim base in the world so it should be an exciting time actually again that's just in America but around the world you're seeing adoption in use cases by Bitcoin so bitpay will process again over a billion dollars this year even the price of Bitcoin drop 75% we were still flat reprocessing as we process over a billion last year because people are actually using Bitcoin whether it be a store value a way of payment transact there's just different use cases for it all over the world where's the price next year I would say if these trishul comings do launch their products actually you would see price maybe around 15,000 possibly 20,000 by the end of next year but again that depends on one these traditional come in to launch their products and they move very slow cuz nothing moves fast and FinTech
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