저자: CathieWood · 외국인
요약 보기
비트코인 반감기(2024년 4월)로 공급 증가율이 금보다 낮아져 희소성이 커진다고 주장. 기관 참여와 현물 ETF 승인으로 상승 여지가 크다고 보며, 하방 목표가를 포함한 시나리오(4.3만~65만~150만 달러 이상)를 제시. 다만 변동성 대비를 강조. AI·로보틱스·블록체인·멀티오믹스 등 파괴적 혁신이 향후 5~10년 산업을 바꿀 것이라는 장기 견해를 밝힘.
다듬은 글
it's going to maintain its value because it's scarce just like gold is scarce gold is scarce the supply of it grows about 1% per year on average over a very long period of time when the price spikes yeah that percentage will go up because people have more incentive to mine for more gold well something is going to happen this year with Bitcoin which means that its Supply growth is going to drop both below the supply growth of gold it has been growing 1.8% per year the number of Bitcoin out there for the last four years in April it's going to go through What's called the having H Ving having that growth rate will be cut in half to about 0.9% for the first time falling below gold now why is Bitcoin a scarce asset gold is because it's hard to find and hard to m why is Bitcoin it is because it's mathematically metered to have the growth rate every four years so in four years it'll start growing 0.4% not 0.9% or 0.4 and the number of Bitcoin there will ever be in the world is 21 million and right now we're at 19.5 million outstanding and it's only going to 21 million if you look at that 19 A5 million and you can see this this network's completely transparent 15 million of that 19 million in are in what we call strong hands they have not mov their Bitcoin in uh more than 155 days that means they're hodlers since the approval of Bitcoin ETFs the cryptocurrency has undergone a staggering surge in value setting the stage for what many experts believe is just the beginning of its Ascent this momentum is expected to intensify with the impending Bitcoin having event on the horizon in a recent interview Cathy would shed light on bitcoin's Supply Dynamics noting that its growth rate has averaged around 1.8% annually for the past 4 years however with the having event imminent this rate is poised to drop to approximately 0.9% marking the first time it falls below the supply growth rate of gold this impending Supply shock hints at Bitcoin becoming even scarcer than the precious metal itself as bit coin braces for a supply shock anticipation mounts regarding its potential to disrupt traditional economic paradigms the prospect of Bitcoin surpassing gold and scarcity underscores its Evolution from a fringe asset to a serious contender in the Global Financial landscape with institutions increasingly embracing cryptocurrencies and the decentralized technology underpinning them bitcoin's trajectory seems poised for further growth and mainstream adoption Cathy Wood's insights offer a glimpse into the transformative power of Innovations like Bitcoin which are reshaping the very fabric of modern Finance furthermore Wood's discussion extends Beyond Bitcoin encompassing the broader realm of disruptive Technologies such as artificial intelligence these Innovations are not only revolutionizing financial systems but also driving profound changes across various sectors by exploring the synergies between Bitcoin and AI what elucidates how these disruptive forces are reshaping today's technological landscape heralding a new era of innovation and efficiency as investors navigate this rapidly evolving landscape understanding the implications of such disruptive Technologies is crucial for positioning oneself strategically in the everchanging market dynamics Strate before we continue with the rest of the video do check out daily 5minute crypto newsletter with all the latest crypto and bitcoin news it's a fantastic analysis of onchain crypto data and breakdowns and the best part is its absolutely free they'll cover expert predictions breakdowns of onchain crypto data and any breaking news you need to know all in a nutshell click the first link in the description and enter your email to join over 50,000 others and becoming a better crypto investor right now think about that 15 out of 19.5 hodling right 1 and A5 million left institutions have just gotten involved the SEC gave it the green light the form in the form of an ETF and we were one of the 11 launched we're doing very well thanks be to God yes so think about that what does that mean if institutions really want to be involved they will have to pull with pricing the hodlers into selling their Bitcoin 2015 Bitcoin was $250 right we still think it's just begun because institutions are just now becoming involved pretty exciting uh we think it could scale depends on the you know we have a base case a be case a bull case but it could scale from 43,000 to 650,000 or 1.5 million dollar per coin or even higher as institutions get in but the most important thing is we talk about these themes is be prepared for huge volatility you know there's the Hypes and you know so there the booms and the busts and the booms and the bust the trend line should be up but you have to prepare especially young people for volatility the seeds for everything that is happening today were planted in the 20 years that ended in the Tekken Telecom bubble right and then there was the crash so all the seeds were planted there but the reason the crash happened is because the Technologies were not ready and even if they were kind of getting ready the costs were prohibitive so just to give you a good example of the second one in 2003 but we were thinking about it in the late '90s in 2003 the the first whole genome was sequenced we were able to understand all of the 6 billion bits of code in one person's body and so that we could understand what was going wrong that cost 2.7 billion dollar just for one person and it took 13 years of computing power we were not ready for prime time but biotech was a big part of that bubble right the Technologies weren't ready we didn't get the cloud until 2006 we didn't have the two very big breakthroughs in AI deep learning in 2012 and then Transformer architecture in 2017 18 those Technologies were not ready for prime time back then the capital flowed aggressively into them and shouldn't have today they are ready for prime time we are starting to scale the five major platforms which are robotics energy storage artificial intelligence blockchain technology and multiomic sequencing in the Life Sciences space and I know I know Andre you have a big interest in the healthc care space and that's probably going to be one of the most the sectors most transformed by these Technologies so we believe they're scaling now but and this is perfect investor psychology and I'm very comfortable people are scared they're very I'm comfortable as a portfolio manager because I would prefer to be investing in something controversial when there's a lot of fud out there fear un certainty and doubt and that's because there's people fearing for their jobs their businesses meaning in the financial industry and they don't want to be wrong well guess what if you don't take risks you're not going to get returns but you have to manage those risks and manage around the volatility use it to your benefit disruptive innovation is going to transform the world as we know it today completely in the next 5 to 10 years I think most investors are not equipped to do what you're doing number one and one of the reasons is because after the tech and Telecom bust that was in the early 2000s and then even more so after the the global financial crisis and they began to think okay I have to invest in the public markets I have to invest close to the S&P 500 or close to the NASDAQ or close to the msci world and so their reaction time that skill set that I learned when there were no computers and no cell phones and no spread sheets unless we did them by hand the reaction time that I have to information which is constant it's constantly bombarding us right a little bit like you on the court although I could never be anywhere like I don't know if the milliseconds that that I take things in matches yours but I think we make a great team so for sure anyway you know you take all of that information in you need to make decisions quickly traditional world is losing that talent because it's letting an index lead the way indexes are all about what has already happened the stocks at the top of those indexes are there because of their past success but if we're right on undisruptive Innovation that again is going to turn sectors upside down inside out people aren't going to recognize them in 5 to 10 years that is exactly the wrong way to invest so taking information in real time constantly every day if you're in the crypto world or we'll call it more the digital asset world it's 247 Cathy would shares her expert insights on bitcoin and other disruptive Innovations she emphasizes that Technologies such as robotics AI blockchain and genomics are poised for implementation and it's only a matter of time before they disrupt societal systems worldwide Kathy predicts that over the next 5 to 10 years disruptive innovation will reshape Industries fundamentally additionally she underscores the importance of managing risk amid investment fears with the impending Bitcoin having approaching in the coming weeks before April this period may prove crucial for making prudent investment decisions and seizing potentially life-changing opportunities for more daily dose crypto news check out these two awesome videos on your screen click now and we will see you on the next video
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