저자: RichardDwyer · 외국인
요약 보기
드러켄밀러가 비트코인을 보유한다고 밝혔다는 소식을 근거로 비트코인 투자를 강하게 권하는 영상이다. 드러켄밀러 관련: 그가 CNBC에서 비트코인 보유를 밝혔고, 금보다 비트코인이 더 나을 것이라고 말했다고 전한다. 달러가 3~4년간 약세를 보일 것이라는 전망도 함께 언급된다. 비트코인 관련: 발언 당시 약 15,300달러에 거래 중이며 최근 하락했다고 하지만, 화자는 가격 하락을 오히려 기회로 본다. 드러켄밀러, 폴 튜더 존스, 라울 팔 등 유명 투자자들이 투자했다는 점을 정당성 근거로 든다. 제도권 평가: 케빈 오리어리는 비트코인을 투자등급이 아니라고 말했지만, 화자는 이를 그가 개인적으로 비트코인 지갑을 보유한 사실과 함께 해석하며 비트코인의 가치를 강조한다. 니오(NIO) 관련: 화자는 이전에 니오 주식을 매도했으나 다시 매수했다고 밝힌다. JP모건 애널리스트 Rebecca Wen의 분석을 인용해 니오가 2025년까지 중국 고급 전기차 시장에서 약 30% 점유율을 차지할 것이라는 전망을 전한다. 테슬라 대비 밸류에이션이 낮고 인물 의존도가 낮다는 점을 장점으로 꼽는다. 니오 배터리: 니오가 장거리 주행이 가능한 신형 배터리를 도입했다고 언급하며 긍정적으로 평가한다. 리스크 및 면책: 화자는 자신의 의견일 뿐 투자 조언이 아니며 전문가 도움을 받아 스스로 결정하라고 여러 차례 강조한다. 다만 영상 전반에서는 비트코인 투자에 대한 확신을 드러낸다. 출연자 전망: 화자 본인은 비트코인이 훌륭한 투자처이며 니오의 미래도 밝다고 본다. 복서 카넬로 알바레즈도 비트코인에 투자해야 한다고 권한다.
다듬은 글
Hello, this is The Wire. richarddwyer.com always1776.com Let's talk about something that caught my attention in the world of investing. Understand , I'm only telling you what I do. You have to make your own decisions , but remember that the opinion you follow must be your own first . Consider this video just an additional opinion from a stranger on the internet.
Did you know that one of the world's best investors spoke on CNBC this morning? He has been a fantastic investor for a long time . His name is Stanley Duckenmiller . He was George Soros' right-hand man . He said in an interview that he now has Bitcoin . Folks, this is a shocking thing. He confirmed this with some other comments .
Understand , Bitcoin is not just a game for him. In fact , here's a quote from him: "To be honest, if investing in gold works, investing in Bitcoin will do even better because it's leaner, less liquid, and has a higher beta ." Did I say that correctly? For those who don't know what beta is , it's volatility.
Did I say that correctly? Well, let me tell you something, Duckenmiller also predicts a 3 to 4 year decline in the value of the dollar, and the dollar is doing well right now . Did I say that correctly? What Duckenmiller is telling you is that when the dollar falls, Bitcoin performs better relative to the dollar.
To the extent that people think there is a connection between the two, that connection will be severed . Earlier this week , while talking about professional boxer Saul Alvarez, I made a comment : If I were him, I would have invested at least a seven-figure sum in Bitcoin, having just left Golden Boy Promotions .
I'll wait six months and see what state it's in. Now, what people need to understand is that if you're in the investment world , respected people like Raul Paul, the president of Real Vision, considers Stanley Duckenmiller to be the greatest investor of all time. Did I say that correctly? While Paul Tudor Jones has already invested millions in Bitcoin , he is now talking about wanting to invest even more.
Did I say that correctly? I want people to understand that today, the day Stanley Duckenmiller talked about his Bitcoin investment, this should be huge news , and it should further legitimize cryptocurrency . Believe it or not, if you look at the chart, you'll see that Bitcoin has declined today. As I make this video , a coin is trading at a little under 15,300 .
This is how the opportunities to make a profit in the crypto market look like . I urge everyone to Google Stanley Druckenmiller and Bitcoin and read his comments . Read how he sees Bitcoin compared to gold . Right? Gold is a very popular store of value. Right? Understand . Druckenmiller believes Bitcoin will outperform gold.
Also understand that Druckenmiller currently has more gold than Bitcoin . So, from my perspective, I speak only for myself, I have been invested in Bitcoin for a few years . I think this is the right place, at least in my mind. Right? Understand that its value is very low , and even today, despite receiving major support from a prominent investor, the cryptocurrency's price has dropped .
Right? I think Bitcoin is a great investment. I am only telling you my own opinion. Right? I would also like to point out that an interview with Kevin O'Leary from Shark Tank is going viral . In that interview, O'Leary says that because he is a responsible person , he has to control his investments .
Only for investment grade investments. Due to past volatility and the new nature of the cryptocurrency, Bitcoin is not considered investment grade . And he says in the interview that he doesn't want enforcement to come and ask him about his Bitcoin investment, right? He did not want the authorities to investigate .
But, during the interview, he admitted that he personally keeps a Bitcoin wallet for himself, not for others . Right? Okay, understand , there's one of the best investors in the world today , right? Stanley Druckenmiller . He appears on CNBC and has also appeared on Real Vision . Name any financial medium .
Understand that he is a key figure on Bloomberg and other stations . Here is one of the world's top investors saying that an investment that is not considered investment grade by the authorities will perform better than gold. This, my friends, is something that should make everyone pay attention. Right?
Personally, I would like to convey my thoughts to the audience about something completely different . Some time ago, I mentioned that I had invested in NIO, a Chinese electric vehicle manufacturer . Right? Read the comments on the previous video. People are like, " Dwyer, what is NIO?" They were asking .
Right? NIO. Right? For information, I have also invested in a cryptocurrency called NIO (NEO) , but that is a story for another time . Right? I have invested in NIO . Or at least that's how I was . Well, then of course, I sold NIO shares . I made a good profit . Is n't it? That car company. I sold NIO shares .
If you believe that transportation is a service, and you understand that your car is parked at least 90% of the time during the day, and if you have an electric vehicle , which can operate autonomously , its service history is much better than that of fuel vehicles . Isn't it? Of course, this is a way to help you save money and get better service.
Is n't it? I told my viewers, those who follow what I do, that I sold my NIO shares. Is n't it? NIO performed better than my expectations . I think it more than doubled in the time I had it. I said, "Okay, great. No one is going to lose by taking profits ." I took a profit. I invested that money in other things like Bitcoin .
Well, today I have invested in NIO again . Is n't it? I admit that I made a mistake . I should have sold half of it . The other half should be kept intact. Is n't it? From a capital gains and taxation perspective . That's what I should have done instead of selling the entire share . Well, I would like to say that NIO is currently growing very rapidly .
I want to lead people to something . Research by JP Morgan analyst Rebecca Wen . This was discussed in an article in 'The Motley Fool' within the last 48 hours . He says NIO will be a long-term winner in China's high-end electric vehicle market . Is n't it? He believes that NIO will have about 30% share of this market by 2025 .
30% market share. Friends, that's a big deal. People need to understand that China is going to become the next great world power . In terms of population , more people use the internet in China than the population of the United States . Isn't it? If it can gain 30% share of the high-end electric vehicle market in China in the next 5 years, it will be a strong company.
Strong company. Also understand that it doesn't have very high PE levels like Tesla . Isn't it? There is no cult of personality around NIO like there is around Elon Musk and Tesla. You might be wondering what would happen to Tesla , I already owned Tesla shares , what if something happened to Elon Musk ?
Is n't it? Therefore, it appears that NIO will be sustainable for the long term. Its market value is not that big. The market opportunity is huge. If you're curious about the electric vehicle market, right? If you don't like Tesla's high price and the skepticism of people like Jim Chanos surrounding it, he considers Tesla a bubble, right?
There are a lot of investors around Tesla waiting for it to fall . If you want to enter this field with a company that innovates, right? Nio has now introduced a new battery that will help electric vehicles travel longer distances without having to be charged . Right? If you are interested in battery technology and market opportunities, the Neo seems like a great choice .
Anyway , that's how it is for me. I have invested in it again . I repeat , do not take what I say as investment advice . You need to make your own decisions with the help of experts . I'm only sharing with you what interests me at the moment. Previously, I had said that I had sold my Neo shares and exited .
Now I admit I made a mistake . I admit that I have rejoined it and correct my mistake . Is that so? I think Neo has a good future. This is how I see it. I would like to know your opinions . I hope you will post your thoughts in the comments section of this video . Also, I think boxer Canelo Alvarez, whether he starts his own advertising agency or not, should consider investing in Bitcoin because the world's top investors like Stanley Drucken Miller, Raul Paul, and Paul Tudor Jones have already invested in it .
This is how I see it. I look forward to your comments . Thank you for watching this video.
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