저자: Kevin · 외국인
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비트코인·도지코인 반등을 전하며 머스크·세일러의 채굴 협의체 소식을 소개. 북미 채굴 기업의 재생에너지 공개가 호재이고 숏 청산 후 비트코인이 4만 달러 저항 돌파를 시도할 수 있다고 봄. 중국 채굴과의 분기(북미산 vs 중국산 코인 가격 차별화) 가능성도 언급. 도지코인 수수료 월령 아이디어는 회의적으로 평가.
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hey everyone me kevin here we just had a rebound in cryptocurrencies now we've kind of softened a little bit but we had a large rebound in bitcoin we had a similar rebound in ethereum though not as prominent on the five-minute chart very large rebound in dogecoin and guess what it all comes back to as usual tweets folks tweets yes elon musk tweeted that he spoke with north american bitcoin miners and they committed to publish current and planned renewable usage and to ask miners worldwide to do so potentially promising says elon musk but what was even more interesting was a response from michael saylor to elon musk's tweet take a peek at this michael saylor the ceo of microstrategy famous for putting all of their reserves into bitcoin basically putting microstrategy on the spot uh for uh being a massive proponent of investing company treasuries into bitcoin and being the first company to do so beyond of course companies like paypal or square who were investing in cryptocurrency or holding cryptocurrencies as a way to facilitate transactions on their platforms so michael saylor here notes that yesterday i was pleased to host a meeting between elon musk and the leading bitcoin miners in north america the miners have agreed to form the bitcoin mining council to promote energy usage transparency and accelerate sustainability initiatives worldwide this is actually really really good news see what happens when you have uh fud and you have concerns and you have fear fud being fear uncertainty and doubt is you actually promote change and this is something that we had talked about in regards to elon musk's uh freak out over hash rates dropping 30 in china because one coal mine shut down leading to the belief that wait a minute does that mean 30 of bitcoin mining in china comes from this one facility in china and they use coal that's that's a lot right that led to a lot of concerns about the sustainability of bitcoin's ability to grow fast so not just about bitcoin's long-term stability but also in their ability to grow fast remember previously elon musk tweeted that hey look long term we know we're going to go green but the bigger issue is what about now we can't sacrifice going uh green in order to grow bitcoin faster if it means we're pumping out a bunch more carbon dioxide into the atmosphere by burning fossil fuels that's something that elon musk is very much against and so this new bitcoin mining council is pretty interesting and the market is responding very positively to this because essentially it's a way of saying look we're going to get together we're going to publish how much is currently for bitcoin how much of our energy usage today is renewable how much we're planning on adding to renewables where those renewable sources are coming from keep in mind north american miners include not just american miners but also canadian miners so it'd be an interesting thing to find out if hut 8 one of the companies that we interviewed uh twice on this channel is part of this bitcoin mining council i will reach out and see if i can find out an answer to specifically this but now i wouldn't hold my breath for north america to actually be able to convince let's say china to uh be more green or to provide this sort of transparency now if chinese companies join this bitcoin mining council that could be really really good especially since if you're basically putting new requirements or initiatives in place for north american miners and chinese miners like yeah no thanks well then that again makes chinese miners more profitable but unfortunately sacrifice is going green now the good news is this is a phenomenal step in the right direction for cryptocurrencies it shows that look we can have massive fear moments massive events of fun and we can actually claw back from them now maybe a tweet has helped spur that but i wouldn't be surprised if this kind of movement helps lead to some offloading of shorts which offloading shorts closing those short positions does mean buying back crypto and could help push bitcoin back to higher levels now right now we did hit a very hard resistance at 40 000 a coin uh at bitcoin we have not been able to surpass that yet we'll see if we can get past 40 000 but right now we're settling a little bit below we're bobbing around thirty nine thousand we hit that lid of forty thousand bobbing around thirty nine thousand it's much higher than the previous support levels around thirty three thirty two so this is much better this is very very good news for the entire crypto asset community and i'm very excited about this new bitcoin mining council again i think it's going to have very good impacts in north america it's going to be great for sustainability we know kevin o'leary also just tweeted how important bitcoin sustainability is going to be to companies in the future but again i question if countries like china or other countries will actually follow in the footsteps of north america if history has any guidance the answer to that is probably going to be no which does also raise the question of hey well wait a minute we know that kevin o'leary has before talked about hey in the future companies are going to start demanding american coins rather than dirty coins which might be produced in china now we don't really have a clear way to differentiate coins you would really have to get the coin from a miner or better yet just invest in north american miners rather than in chinese miners that's sort of kevin o'leary's strategy right now but this whole movement kind of goes to reiterate what kevin o'leary told us might happen a few months ago when i first interviewed him when i first interviewed kevin o'leary on my channel he mentioned there will be a divergence there will come a divergence in north american coins and chinese coins quite frankly this bitcoin mining council could in theory in the future have a bitcoin mining council approved check mark for various different miners throughout north america potentially creating two markets for bitcoins coins that came from and can be traced back to sustainable miners and maybe those are the coins that go into treasury coffers at companies should companies be interested in using bitcoin in their treasuries uh and maybe there would be a split then in pricing where we kind of get the the china bitcoin pricing and we get the sustainable pricing i don't exactly know how that kind of fork would work uh and and whether the market could even sustain such a difference but it certainly seems like there would be some sort of market value difference if somebody was able to say hey look i can sell you 10 bitcoin and it's coming from a canadian miner which might enable you to resell it not just to the public but also to certain companies that require green coins in the future so it's going to be interesting to see how exactly this divergence takes hold it is uh this whole bitcoin mining council does make me think hey is this a great argument to invest in north american miners or wait a minute is this a really bad time to invest in north american miners because the chinese are just going to keep mining and mining and mining without necessarily caring about this bitcoin mining council so i think all eyes are on china right now to see are we going to get a big divergence in mining prices and coin prices i'd keep an eye there without a doubt uh keep in mind we also had elon musk pitch a dogecoin or a shout out to dogecoin again encouraging folks who had ideas for making dogecoin better to submit their ideas to github and to reddit in fact he said if you'd like to help develop doge please submit ideas on github and reddit uh then he even followed up to this with someone suggested changing dogecoin fees based on phrases of the moon which is or phases of the moon excuse me which is pretty awesome now i'm not exactly sure about that because that would mean at certain parts of the lunar cycle people would be paying more fees to use doge and in certain other parts of the lunar cycle people would be paying lower fees which seems very odd because then it seems like people would try to time their purchases in accordance with what the moon is doing which is also odd so i i don't know i mean maybe that sounds awesome i'm not quite sure which definition of awesome elon's using here because there's awesome like oh that is an awesome volcano look at it destroy everything right the original context he's probably using the newer like oh man that's awesome like cool context but in practicality i'm not sure if that helps elon's case here and i'm not sure if that helps doge's case here i don't know that sounds like if that's the best idea they got right now it's a little bit of a head scratcher although hey that was just doing okay and all it broke apart or broke above i should say 33 and it's sitting around 35 36 right now so let's see if it can hold folks thank you so much for watching this video if 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