ALERT! "Crypto Is DEAD!" | Chamath Palihapitiya Crypto (WATCH SEE)

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결론: 미국 내 크립토 산업은 규제 강화로 사실상 죽었다는 주장. 주장 1 - 미국 규제당국의 크립토 압박: SEC와 CFTC가 거래소·대출업체·스테이블코인 등을 규제하고 있으나, SEC 게리 겐슬러는 비트코인 외 대부분 코인을 증권으로 봤고 CFTC는 비트코인·이더리움을 상품으로 보는 등 기준이 혼란스럽다. 명확한 규칙 없이 단속만 하는 '규제에 의한 집행'이 문제로 지적됨. 주장 2 - 실리콘밸리은행 사태 책임론: 겐슬러가 실리콘밸리은행 붕괴와 이후 은행권 위기의 책임을 크립토 업계에 돌린 것에 대해 출연자들이 비판. 주장 3 - 업계 전반 평가: 파마팔리하피티야와 데이비드 삭스는 SEC의 조치로 미국에서 크립토 산업이 죽었다고 평가. 달러화 탈피(de-dollarization) 우려와 크립토 단속이 동시에 진행되는 것이 우연이 아닐 수 있다는 의구심 제기. 주장 4 - 코인베이스 사례: 코인베이스는 규칙을 지키고 라이선스를 요구해 왔지만 SEC로부터 Wells 통지를 받음. 반면 가장 사기성이 짙었던 FTX가 라이선스에 가장 가까웠다는 점을 아이러니로 지적. 샘 뱅크먼-프리드가 정치권에 기부하며 게임을 잘했다고 평가. 주장 5 - 혁신 해외 유출 우려: 규제로 기업들이 해외로 빠져나가 미국 혁신에 치명적이라는 주장. 브라이언 암스트롱 CEO가 의회 개입을 요청했다는 내용 언급. 주장 6 - AI 규제 유사 우려: AI 규제를 서두르면 또 다른 '워크(woke) 게임'이 될 수 있다는 우려 제기. 전망: 업계는 몇 달~몇 년 늦춰질 뿐 중단되지는 않을 것이라는 시각. 코인베이스가 미국을 떠날 가능성도 거론됨. 출연자들은 규제 단속이 전통 금융 보호를 위한 불필요한 권력 행사라고 봄. 결론적으로 영상은 미국 크립토 규제에 강한 비판적 입장이며, 구체적 가격 예측은 제시되지 않음.

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01. crypto's dead in America it is that in America crypto's dead in America I mean now you have a Chancellor you had ganster even blaming the banking crisis on crypto so they've the the United States authorities have firmly pointed their guns at crypto I just think that they were probably the ones that were the most threatening to The Establishment okay and they were the ones that In fairness to The Regulators did push the boundaries more than any other sector of the startup economy and yeah so now they're paying the price for them the bill has come due for them for several months UDOT s Regulators have been targeting the cryptocurrency industry in the United States after the FDX collapsed in November the UDOT s Securities and Exchange Commission SEC and the commodity Futures Trading commission cftc have been regulating cryptocurrency exchanges lenders and other Affiliated firms as well as crypto projects like stable coins however there is still a need for Clarity on what constitutes a crypto commodity security or currency the SEC chair Gary Gensler previously declared that all crypto assets except Bitcoin are securities while the cftc believes Bitcoin and ether are Commodities and almost everything else is a security this confusion and Chaos highlight the need for suitable regulation of the cryptocurrency industry to Foster growth in the United States however policymakers and Regulators seem to believe that a pointless directionless Crackdown on anything and everything crypto is the right approach which has resulted in misplaced blame in a recent interview Gensler blamed the crypto industry for the sudden collapse of Silicon Valley Bank and the subsequent banking sector crisis Canadian American venture capitalist chamath palahapidia an entrepreneur and investor David Sachs discussed the state of the cryptocurrency industry following the continuous regulatory Onslaught in the United States on the all-in podcast both palehopidia and sax believe that the crypto industry is dead in America Prime primarily due to the actions of agencies like the SEC the more I think about it the more I think it's probably not a coincidence that you're seeing all these concerns about d-dollarization at the same time they're cracking down on crypto so look there were a bunch of crypto companies that might have done Shady things but I think we all agree that coinbase was not one of them coinbase was the gold standard in terms of doing everything right and they've just agreed asked over and over again for a regulatory framework they're just like tell us how to operate and we'll do it so I think jamath is right that they're effectively Banning crypto in the United States they're going to drive all these companies overseas which is terrible for American innovation I don't know exactly where blockchain and crypto are going to go from here but I think that we should find that out in America you know we don't want that Innovation going offshore you bring up a really good point too it's just like coinbase played by the rules stood in line tried to do the right things it seems that every step along the way right everything from board composition to Executive composition to how they try to interact with the Regulators yet they were probably the furthest away from getting a license the one that came the closest was the one that was the most fraudulent which is fds yeah fascinating how is that even possible I mean because he had skills in gaming the system yeah he's splashing cashy splashy cashy well he he ponied up large amounts of money because it wasn't his money so it was easy for him to make huge donations but he knew how to play the game to quote SPF he said this is the dumb game we woke westerners play we say the right Shiba less so Everyone likes us that's the game he was playing which is my my whole concern about if we jump the gun on regulating AI too quickly it'll turn into another you know woke game that everyone's gonna play the CEO of coinbase Brian Armstrong has called on the U.S legislative branch to intervene and prevent the SEC from driving the digital asset industry out of the country in a recent tweet that has received over 12 000 likes Armstrong stated that the US needs a clear rule book for crypto regulation to avoid falling behind on this important technology he also emphasized the need for Regulators to set policy and enforce it rather than starting with enforcement before clear rules are in place Armstrong believes that Congress may need to step in to address this issue Armstrong has also noted that the sec's policies of Regulation by enforcement have caused Untold harm to America and that there is a need for regulatory Clarity in the U.S for centralized players in crypto for Consumer Protection National Security and economic growth the sec's Crackdown will cause irreparable damage to the growth of innovation in the U.S according to Armstrong and other top industry players they warn that although the industry's development may be slowed down by a few months or even years it will not be stopped last month the SEC sent a Wells notice to coinbase informing them that the regulator had made a preliminary determination to recommend filing an enforcement action against the crypto exchange for allegedly violating Securities laws Armstrong has since met with MP Andrew Griffith to discuss the need for regulatory Clarity in the U.S speculation has arisen that coinbase may be planning to move away from the toxic regulatory environment in the U.S what do you think about charm math and Sax's evaluation of the current state of the cryptocurrency industry in the United States do you believe that the crypto Crackdown is essential or merely a needless power move to safeguard the traditional Finance industry share your comments