저자: MichaelWrubel · 외국인
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결론: 영상은 크립토 시장 약세 속 Genesis 부채, FTX 여파, Michael Burry의 롱 포지션 전환 등을 다루며 특정 자산에 대한 명확한 가격 방향 예측은 제한적이다. Genesis·Gemini: Genesis가 Gemini 고객에게 약 9억 달러를 빚지고 있다는 파이낸셜타임스 보도를 언급하며 시장에 부정적이라고 평가했다. Bybit: 약세장에서 거래량 감소로 인력 감축을 발표했다는 점을 전했다. 탈중앙화 거래소(DEX): FTX 붕괴 후 중앙화 거래소 이탈 흐름이 있다고 보고, Nomi Swap 등 소형 DEX 보유를 언급했다. 진행자는 Nomi Swap(NMX) 토큰을 스테이킹했다고 밝혔다. FTX·Alameda: 샘 뱅크먼프리드 인터뷰를 인용해 Alameda가 FTX로부터 특별 대우를 받았다는 점을 강조했다. 빅테크·트위터: Amazon의 트위터 광고 재개(연 1억 달러 규모)를 전하며 트위터 성장 기대를 언급했다. Airbnb: 임대 아파트에서 Airbnb 운영이 가능한 단지를 찾아주는 플랫폼 출시를 소개했다. 국세청(IRS): 페이팔·벤모·캐시앱 등에서 600달러 초과 결제 보고 기준 강화를 경고했다. Michael Burry: 공매도 포지션이 아니며 최근 SEC 공시 기준 교도소 관련 종목 등 여러 포지션을 매수 중이라고 언급했다. 리스크: 크립토 약세장 지속, Genesis 부채 문제, 소형 DEX 유동성 위험. 출연자 전망: 명확한 1~3개월 가격 방향 예측은 확인되지 않음.
다듬은 글
markets have been wild over the last few weeks and recently we've had new reports come out from Twitter and Elon Musk new reports come out from FTX and Sam bankman freed and a lot of what's going on in the markets especially with what Michael burry famed investor is doing with his positions is he shortening the market is he going all in what is going on there so we got a lot to unpack first things that we're seeing with the crypto Market there's a lot of news coming out that isn't too great Genesis owes 900 million dollars to customers of crypto exchange Gemini according to a new report from the financial times and in this report they talk about how Genesis um allegedly owes over 900 million dollars declines big problems happen for Genesis when they got wrapped up with everything and involved with everything with FTX the FTX collapse and Fallout they say that they had 175 million dollars of crypto stuck on FTX trading accounts so that started this Snowball Effect of things going wrong for Genesis and so we'll see what happens here but right now um crypto lender Genesis and their parent company dcg allegedly oh 900 million dollars to Gemini clients they said they have been forming a creditors committee they're working on raising money they're working on solving this issue but we'll see what happens here this is not great news for the markets in addition to this for crypto we're also seeing that buy bit one of the biggest crypto exchanges in the world just recently announced that they are reducing their Workforce significantly but I bet CEO came out on Twitter and he cited the reason for them cutting back on their Workforce as really to refocus their efforts during the deepening bear Market they said that it's tough times they hate to do this but right now buy bit along with the rest of the crypto Market has just seen less volume Less business and things are struggling so that is why they need to cut back on their Workforce next up is let's talk a little bit about what's been going on with the FTX drama so with ftx's collapse many people have left centralized exchanges and decided to trade only only on decentralized exchanges the reason for this is that we've seen that with decentralized exchanges there's a lot of benefits you are always in control of your money trading is just as profitable as it is on centralized exchanges and they always have all the major cryptocurrencies listed the only downside is that these decentralized exchanges don't have some of the smaller Cap all coins listed but that's not really a big deal when especially in a bear Market when you're trying to look for only solid projects so it's definitely worth looking into getting into these tokens of these dexes especially smaller ones let's say like Nomi Swap and Biz Swap and I'll put the links for these down below as well so if you remember the scenario with Biz swap when they launched on binance and other big exchanges their token saw a massive increase in volume multiples of its value an interesting thing with this is that uh Nomi swap for example they had gotten into third place by tvl total value locked just before Biz Swap and it only took them six months to do and they never were even listed on a major exchange so with Nomi swap having plans of listing on major exchanges coming up with this Mass Exodus from everything going on with FTX people moving over to Texas I have decided to stake my nmx tokens because of all the opportunities right now with the bear Market leaving prices lower with opportunity from FTX I want to stake it so when you're looking at decentralized exchanges let's say for like Nomi swap but they have differentiating features like Nomi swap they have boosting pools which allow you to lock your funds in a pool for a specified period of time in exchange for higher APR receive holder bonus which is the longer you farm the more additional rewards in nmx you get in lower swap fees which is only 0.1 percent so when you're looking at dex's like Nomi swap they have significant benefits that other dexes don't have and that is why I have decided to stake some coins there but let me know in the comments any dexes that you guys have been trading on as of recently smaller cap decks is that you think have a lot of upside but Nomi swap has been limiting downside during the bear Market they've been spending 100 of the commission on unburning tokens to stabilize the price they've been looking more into launching on other blockchains which is going to generate more commission then lead to more tokens being burned so ultimately let me know what decks has you been looking at but recently FTX had some big announcements come out because Sam Magnum freed has been on an interview spree he's been talking with many different Publications with New York Times with financial times and many more about what actually happened during the FTX collapse and he consistently has been saying that he doesn't really remember details he doesn't know exactly how it happened he never tried to commit fraud but in a recent interview with the financial times he says that Alameda was actually given special treatment from the beginning from FTX and he said the reason for this is because when FTX was first launched in 2019 Alameda took up about 45 percent of all the volume on ftx's platform so for that reason they had given them special treatment in terms of borrowing right from the beginning because of how FTX was started and how so much of their trading volume was due to Alameda so he said that it was basically a situation where if alameda's account ran out of capacity to take on new positions that would lead to risk issues for the platform because they didn't have enough liquidity providers so ultimately they did have special treatment for FTX uh from FTX to Alameda from the beginning this is pretty obvious but a lot of people are now seeing details come out that you know not everyone knew and they are confirming a lot of our beliefs that we had previously speaking of what is going on though with the tech world I want to quickly address things going on with Twitter Amazon some of the big name tech companies as well as Elon Musk so Amazon just recently announced that they are going to resume advertising on Twitter at a rate of 100 million dollars per year and this is according to a recent announcement also from Elon Musk who came out on Twitter and said that Amazon is going to be renewing their advertising advertising efforts on the platform and this is pretty important because dozens if not hundreds of advertisers have completely stopped advertising on Twitter's platform ever since Elon Musk took over but now they're starting to come back slowly but surely and we're seeing that all these businesses realize the power of Twitter how it's an effective platform for communicating and how it's a useful tool for businesses to advertise their products so we're starting to see more and more advertisers come back not just Amazon but we're seeing many other companies we talked about CV CBS previously how they are back on Twitter we've talked about other major companies they're all starting to come back this is going to help Elon Musk and Twitter continue to grow over the coming months and other news in text is going to be with Airbnb so recently Airbnb just launched a brand new platform that allows renters to host apartments and they partnered with major landlords all around the U.S and the way that this platform works is it's essentially called Airbnb friendly apartments with this platform it allows people and users to go ahead and find apartments around the us that are Airbnb friendly meaning that all these apartment complexes people can rent these apartments and while they're not there if they're traveling if they're away or they want to make some extra income they can go ahead and rent these out on Airbnb because right now many apartment complexes around the US do not allow this it's against rental agreements but if you're looking for a way to make extra passive income you're looking for apartments this is a useful tool because it'll show you which apartments are available in different cities around the U.S that allow you to rent out your apartment as an Airbnb so this is a very useful tool if you're looking to get into real estate maybe you don't have enough money to get into rental properties just yet maybe you don't have enough money to do Flipping but this is a way to at least dip your toe and start in the rental space and Airbnb space and making money through real estate last few things I want to go over is going to be a warning from the IRS and something with what is going on with Michael burry so IRS recent just came out with a warning saying that everyone all individuals must report payments of over 600 on a venmo PayPal and cash app they said in a recent announcement on the IRS website that everyone moving forward is going to need to report any payments of over 600 on any of these payment processing apps any of these sharing apps because previously the rules were that all of these apps were needed to send users form 1099k if their gross income exceeded twenty thousand dollars or if they had 200 separate transactions within a calendar year so now they've lowered these requirements substantially meaning that many more people are going to be receiving tax documents and need to fill out taxes for their PayPal their venmo for cash app for all of these payment apps so keep an eye out on that you don't want to miss this this is very important for anyone who has ever sent or received more than 600 on one of these apps and last thing is going to be with Michael burry a famed investor Michael burry known for The Big Short he says that he is currently not short on the market he came out on December 3rd 2022 and says that he is not short on crypto he's not short on the stock market that ultimately he has actually been buying and according to recent SEC filings he's actually been purchasing quite a bit of different positions he's been purchasing a lot of prison stocks and prison Holdings in particular but if you're looking into what specific purchases he's been getting into stock ticker symbol Geo stock ticker symbol q r t e a stock ticker symbol c x w symbol ajrd cht-r and l-i-l-a-k so those are the main six positions that he has been getting into so he's not short on the market he's actually been accumulating and buying significantly more during recent times
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