저자: 미상 · 외국인
요약 보기
결론: 영상은 레이 달리오의 비트코인 버블 비판을 반박하며 비트코인이 투자 자산으로서 상승 추세를 가진다고 주장한다. 달리오 주장 요약: 화폐는 교환 수단과 가치 저장 수단이어야 하는데 비트코인은 실제 거래에 쓰기 어렵고 변동성이 커서 가치 저장 수단이 아니며 투기적 버블이라는 것. 반박 1 - 가치 저장 수단 논쟁: 변동성은 모든 자산에 존재하므로 핵심은 비트코인이 왜 변동하는지다. 비트코인은 금처럼 안정적인 가치 저장 수단이 아니라 장기적으로 크게 상승하는 투자 자산이며, 공급이 제한되어 있고 수요가 강하며 암호학적 가치가 있다는 주장. 반박 2 - 화폐 여부: 달리오의 지적(화폐로서 거래가 적음)은 일부 맞지만 비트코인은 아직 신기술이라 점차 가맹점이 늘고 있고, 향후 15년 내 아마존·커피 매장 등에서 쓰일 것이라 전망. 리플이 더 나은 통화라는 견해도 언급하나 투자 자산으로는 비트코인이 낫다는 입장. 언급 자산과 방향: 비트코인 - 장기 상승 전망(상승). 금 - 가치 저장 수단으로 연 0.5% 안팎 상승, 큰 수익은 아님(중립/장기 언급 없음). 리플 - 통화로서 비트코인보다 낫다는 언급만 있음. 리스크/조건: 정부 규제, 프라이버시 허용 여부, 다른 암호화폐와의 경쟁, 거래 편의성 등이 불확실성으로 언급됨(영상은 이를 반박하는 입장). 출연자 전망: 제작자는 비트코인이 향후 15년 내 일상 결제에 널리 쓰일 것으로 낙관. 단기 가격 방향 발언은 없음. 이 영상은 2017년 9월 게시물로 1~3개월 가격 방향에 대한 명시적 예측은 없으며 장기 견해만 제시됨.
다듬은 글
two things that are required for a currency um the first is that you can make transactions in it it's a medium of exchange and the second thing is that it's a storeold of wealth those should be the two purposes of a currency Bitcoin today you really can't make much transactions in it I got bco I want to go through the experience of spending it it's not easy you can't spend it very easily and in terms of a storeold of wealth it's not an effective storeold of wealth because it's um it has a volatility to it unlike gold let's say in which reflects the value of money it's more stable than the value of money Bitcoin is a highly speculative Market we have these criteria for determining what a bubble is in other words we take these criteria I won't get into them because it'll probably take too long but and these criteria and we just Define a bubble based on those criteria Bitcoin is a bubble okay bit Bitcoin is a bubble it's a shame it could be a currency it could work I mean conceptually but the amount of speculation that is going on and the lack of uh transaction um the idea that um it it'll be private in terms of transaction terms of the government the government allowing it to be a private currency right in other words all people won't know what you're doing and will it be a private currency is really questionable in terms of if you look at what's being gone on in terms of governments to examine it and so on and so forth and then when you take Bitcoin Bitcoin there are other cryptocurrency so Bitcoin might have a lose competition to another cryptocurrency and and and so is it a cryptocurrency bet that we're making so let's logically deconstruct this Fool's argument and let's debunk him in this video so first argument he makes is that Bitcoin cannot be a store of value because it is volatile volatile is a very subjective word what is volatile everything is volatile everything goes ups and ups and down ups and downs up and down in price stock market volatile retail is volatile everything is volatile even the American dollar is volatile what is making it volatile is really the true question because everything is volatile what is making Bitcoin volatile well if you look at Bitcoin you could see that Bitcoin is not simply going up let's say 5% going down 5% going up 6% going down 6% it's not doing that it's not simply just staying steady big coin overall is going up in price which means he's right Bitcoin is not store value Bitcoin is an investment something that makes more value gold is a store of value because it doesn't really go up that much I do own gold but it's not an investment that's going to make you a ton of money it's a store of value it maybe goes up half a percent a year if that Bitcoin on the other hand is not a store of value it is going up over time it is going up dramatically you know th% gains right so Bitcoin the argument that Bitcoin is not store of value who says we want it to be a store of value we don't want it we do not want Bitcoin to be a store of value we want Bitcoin to be something that increases in value and that's exactly what it is because it is in limited Supply and there is a sharp demand and it has um innate value in its cryptography aspect so he is wrong there next question or next Point uh Bitcoin is not a currency he says and on this point he isn't entirely wrong Bitcoin does have some obstacles to um go over as being a currency I've always said Ripple is a better is a better currency than Bitcoin but Bitcoin is a better asset I feel like you'll make more money um if you're going it like how do I put this Bitcoin is basically an asset with currency like features I think you know what things like segt and you know different different you know bip 91 and all these you know Bitcoin protocols there are different things that could make it more currency like but as for right now you can't make the argument that it's not a currency at all people are buying with Bitcoin every day more and more Merchants are accepting Bitcoin every day you can't you know it's still a relatively new technology so he's looking at it as oh not many people accept Bitcoin it's on a currency well no not many people accept Bitcoin Bitcoin hasn't been around that long I think 15 years from now Bitcoin will be all over you'll go to Amazon you'll go to Dunkin Donuts get a coffee Starbucks get a coffee you'll be buying it in Bitcoin theoretically I mean I I don't think you're necessarily going to I think maybe you'll use Ripple or something like that but the point is cryptocurrencies are growing this the whole Market factor is growing so he is wrong not entirely wrong but mostly wrong there so yeah guys if you enjoyed this video leave a like subscribe share it uh check out the description I have T-shirts available
Comments 0