저자: PeterSchiff · 외국인
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Peter Schiff은 비트코인을 '디지털 금'으로 보지 않으며, 금 가치 상승보다 달러 가치 하락이 핵심이라고 주장. 금 관련: 금이 1971년 금본위제 폐지 후 20달러에서 현재 수준까지 올랐으며, 달러 가치 하락이 원인이라고 설명. 향후 달러 가치가 크게 떨어질 것으로 전망하고 금·은 채굴주와 실물 금 보유를 선호. 금의 토큰화는 실물을 대체하는 것이 아니라 소유권 증명 방식의 효율화로 봄. 비트코인 관련: 비트코인은 디지털 금이 아니며 사토시 단위 필요성도 설득되지 않았다고 주장. 소액 거래와 전자화폐 기능에는 가능성을 인정하나 정부 화폐 대체 가능성은 제한적으로 봄. 연준 관련: 연준이 예상보다 매파적이며 2023년 금리를 5.1%까지 올릴 것으로 예상. 2024년에는 4.1%로 낮출 전망. 금리 인상 속도보다 최종 금리 수준과 유지 기간이 중요하다는 입장. 경기 전망: 과도한 금리 인상이 경기침체를 유발할 위험이 있으며, 2023년 상반기 침체 후 연준이 방향을 바꿔 금리를 인하할 수 있다는 견해(Jeffrey Gundlach 인용). 시장 반응: 파월 발언 이후에도 비트코인 가격이 크게 하락하지 않았으며, 시장이 파월의 매파적 발언을 신뢰하지 않는 것일 수 있다고 분석. 출연자 전망: 금 가격은 장기적으로 상승 전망, 달러는 약세 전망. 비트코인에 대해서는 부정적 시각 유지.
다듬은 글
hello everyone and welcome back don't forget to subscribe for the latest bitcoin news and price predictions Peter Schiff joins the coin geek weekly live stream to talk about Bitcoin as digital gold Peter Schiff is a well-known Economist money manager and gold bug this week he joined the coin geek weekly live stream and talked to Kurt Wecker Jr about Bitcoin the recent Market Carnage and much more weckert attempted to educate Schiff on the real Bitcoin did it work out welcome Peter Schiff walkert Begins by asking Schiff for a two-minute introduction he clarifies that he's not just a gold guy but he does believe it is money and that the founding fathers of the United States put the country on a gold standard for a reason he thinks the world in the U.S would be much better off had it not abandoned the gold standard in 1971.
Schiff doesn't just believe in investing in gold instead he believes in keeping powder dry in Gold before deploying it to productive Investments like real estate and stocks at euro-pacific management schiff's investment firm one of the strategies is to buy gold and silver mining stocks as well as the medals themselves by the way if you want to support please support by liking the video and subscribing to our Channel tokenized gold weckert mentions that he has heard Schiff speak at length about Bitcoin and agrees with many of his critiques of it as digital gold however he asks for his thoughts on the potential of tokenizing gold on blockchain to transmit it across the planet Schiff says he knows dozens of people working on such projects right now he emphasizes that gold itself is never tokenized it's a physical asset in a vault but that evidence of ownership can be he points out that such systems paper claims on gold have always been a more effective way to utilize gold as money blockchain technology can make this more efficient transparent and easy to use gold as money once again gold versus Fiat currencies as Fiat currencies depreciate wickert wants to know if shift's position is that gold will increase in value or remain steady he replies that when gold is six thousand dollars an ounce that will be a significant jump from the twenty dollars an ounce it was when the U.S went off the gold standard this is because the value of Fiat is going down rather than gold is going up based on the enormity of the deficits and the sheer scale of fiat currency Creation in recent years Schiff sees the dollar losing a lot of value in the near future however even if gold is ten thousand dollars an ounce it doesn't mean gold has gained value but rather that the dollar has lost it Bitcoin is not digital gold and the necessity of the Satoshi unit tells Schiff that Bitcoin split leading to the scaling and hash Wars and outlines his position as a big blocker he reminds him that BTC has been debased and that Bitcoin was always capable of issuing assets using Bitcoin script for example one could issue a central bank digital currency or a gold-backed token backed by satoshi's in gold the technology is there to do this right now but businesses don't want to do it yet Schiff says he doesn't see why it needs to be built on a layer of satoshi's he also says that all of the money that has flowed into the sector so far was directed at creating tokens out of thin air and this greater fool theory is why serious money hasn't moved in yet add to this that BTC Advocates have relentlessly attacked gold and it's little wonder that nobody has properly tokenized gold on the blockchain Bitcoin is not digital gold Schiff says Walker agrees and says this is a sophomore understanding of Bitcoin he explains that using satoshi's to underpin Gold tokens would be done because miners would have to process the transaction and they use Bitcoin as a unit of account shifts still can't grasp the necessity of the Satoshi unit and says walkert may need to show him something off air to explain why it's needed wickert explains the concept of bsv to shift explaining the ability to do microtransactions and put millions of transactions inside big Bitcoin blocks Schiff notes that wucker does at least attempting to make bitcoin useful and says it could potentially be alternative money to government decreed Fiat reintroducing gold in the free market wuckert notes that Bitcoin allows us to pay for a single instance of computing and dramatically reduces the cost of financial transactions he asks Schiff to imagine doing a transaction on the blockchain that notifies everyone how much gold was transacted and other details right down to the serial number of the bar it came from small casual transactions and electronic cash Schiff States his position that we all have the right to private transactions weckert explains that Bitcoin as an electronic cash system could allow for this sort of transaction allowing us to conduct small casual transactions without revealing lots of information about ourselves fed is more hawkish than expected the revision to the fomc.plot showed that on average the monetary policy makers expect to raise the rate up to 5.1 percent in 2023 before lowering it to 4.1 percent in 2024.
that means the FED will have to raise the FED funds rate another 0.75 bits per second in 2023 whether that will happen in three steps or less is something Powell declined to commit to on Wednesday more important than speed is the question of How High interest rates will ultimately have to rise and how long we will remain at that level fed chairman Jerome Powell said by the way if you want to support please support by liking the video and subscribing to our Channel during yesterday's fomc press conference the FED chairman proved to be extremely hawkish at least he tried to emphasize this again and again investors had hoped that interest rates would rise less sharply in the coming year and are now worried that the FED could trigger a recession in the U.S with its policy however Powell stressed that the FED is determined to bring the inflation rate back to the Target of 2 percent however there is still a long way to go before that happens in addition the Fed chair emphasized that he wished there was a pain-free way to fight inflation but there isn't economists react to Powell's speech the fact that the Bitcoin price did not plunge lower after Powell's comments yesterday could also be due to the fact that the market does not believe Powell's words the fed's hawkish policies increased the risk of sending the economy into a recession in this case political pressure on Powell would increase former fed Governor Frederick mishkin indicated after all mishkin asserted it would then be particularly difficult to raise interest rates further when the economy was already doing badly star investor Jeffrey goundlach of double line Capital expects a recession in the first half of 2023 when the FED would do an about face and cut rates again he said Monday at an online event the concern that monetary policy makers could do great damage to the economy outweighs the will to fight inflation he said even if Central Bankers are saying something else at the moment Lisa Abramovich of Bloomberg surveillance described the sentiment of many analysts on Twitter as follows the FED were hawkish we have more work to do the market got it so you're doing another step down to a 25 BP rate hike in February and will be cutting rates by later in the year got it Abramovich bases this assumption on the fact that Powell repeatedly spoke of the fed's best estimates as of today Powell may have thus given the green light for a 25 basis point hike in February Tom McClellan from the McClellan market report wrote via Twitter that the feds rate hike Cycles usually end when the FED funds rate reaches the level that the two-year yield has already reached we have that condition now so the FED should stop but there is no indication that they know that based on the post-meeting announcement McClellan wrote referring to the Chart below the Bitcoin price has seen a strong run ahead of the fomc meeting but has held up very well despite a hawkish Powell thanks for watching see you next video
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