저자: DanRoberts · 외국인
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결론: 영상은 비트코인에 대한 제이미 다이먼 발언의 모순과 밈 코인 급등, 페이스북 암호화폐 프로젝트의 쇠퇴를 다루며 명확한 가격 예측은 제시하지 않는다. 다이먼 발언: 제이미 다이먼은 비트코인이 가치가 없다고 개인적으로 생각하지만 고객들은 이에 동의하지 않는다고 언급되었다. 과거 그는 비트코인을 사기라 불렀다가 나중에 그 표현을 후회한다고 밝혔다. 은행권 동향: JP모건은 블록체인에는 관심이 있으나 특정 암호화폐 자산에도 관심을 보이는 내용의 노트를 발간했다. 2018년에는 은행들이 블록체인만 선호하는 흐름이 있었으나, 최근 비트코인과 이더리움 강세로 이러한 입장이 줄고 있다고 분석했다. 시바견 코인(SHIB): 일론 머스크의 시바견 사진 트윗 이후 가격이 급등했고 시가총액 12위까지 올랐다. 체인 데이터상 약 70만 개 지갑이 보유 중이며, 일부 투자자는 실제 수익을 냈다. 도지코인 역시 머스크의 언급으로 상승한 바 있다. 페이스북 프로젝트: 리브라에서 디엠, 노비로 이어진 프로젝트는 의회 반발 후 축소되었고, 최근 달러 연동 스테이블코인 수준으로 바뀌는 것으로 보인다. 앤드리슨 호로위츠(a16z)가 디엠 핵심 인력 두 명을 영입한 것은 페이스북 암호화폐 야심의 지속적 쇠퇴로 해석된다. 리스크: 밈 코인은 투기성이 강하고 정당성 논란이 있으며, 은행 입장은 자주 바뀐다. 출연자 전망: 명확한 방향성 예측은 없음. 비트코인은 약 55,000달러 수준으로 언급되었으나 향후 가격 전망은 제시되지 않았다.
다듬은 글
all right we're going to keep talking about crypto especially bitcoin which is down to about 55 000 remember that old ad in the 70s when ef hutton talks people listen well they're out of business so when jamie dimon talks you better listen i personally think that bitcoin is worthless but i don't want to be exposed i don't care it makes no difference to me all right we're going to bring in the editor-in-chief from decrypt dan roberts you know him well and then what did you think about what jamie dimon was saying because he was saying personally but on the other hand people want to buy this and there's absolute value in the asset people are trading it that's right adam and not just people want to buy this but specifically our clients he said our clients disagree with him and he has contradicted himself a few times over the years i mean he has always remained negative and bearish on bitcoin personally but at one point he was calling it a fraud and a scam and a couple years later he came out and said i regret calling it a fraud so he at least pulled back on that now he's still out there calling it worthless but not only do some jpm clients disagree the company separately has put out notes uh suggesting that it has interest in not just blockchain but also in certain crypto assets so i think there are a lot of people at jpm as a company who do not agree with what their chief has said publicly and of course you know the idea of uh blockchain but not bitcoin is nothing new we've heard that from banking people for years in 2018 that was the big narrative is you heard banks and also other traditional financial institutions coming out saying you know crypto we see is very risky it's highly volatile not interested but we like blockchain we like the idea of using blockchain and in the last year or so as bitcoin and ethereum and other top crypto assets have really surged because of the pandemic and you know because of uh the actions of the fed you have started to hear less of that so he's become an anomaly you've started to hear less of blockchain not bitcoin and you've seen the pendulum swinging back to actually bitcoin is pretty interesting um and also there may be a bit of we fear that which we don't totally understand which sets me up to help us understand why anybody would buy the sheba is it pronounced shiba inu coin because it was it was a picture of a cute puppy that elon musk put out and yet you think he would buy this thing well so first of all let's explain i mean everyone by now knows about dogecoin and doge is sort of this uh original at this point oh gee joke cryptocurrency was just as a mean and yet the price has surged elon musk has repeatedly pumped the price of doge but now more recently you've got shib shiba inu and of course the original internet meme of doge is a shiba inu dog and so elon musk put out a picture of his new uh shiba inu puppy and said the name is floki and you had the creation of a number of new joke coins including there's floki coin and floki frunk puppy but of course it's important to distinguish that a lot of people think that chib was really on the rise if you look at the data before musk's tweet now of course i do think his tweet added to the pumping of this other joke coin because now it's number 12 by market cap of all cryptocurrencies but this wasn't a case where it was just all elon musk and in fact if you look at unchained data something like 700 000 different wallets now hold shiba inu so it's a joke but it's not a joke when the price goes up so much there's some people who bought it and flipped it and made real money so you know sometimes people point to those things they think that it reduces the legitimacy of the whole crypto space i don't necessarily agree and help us understand this one because no joke here um skynet also known as facebook was going to create a wallet for all of us uh there was the libra then there was going to be what are they called libra deem and then novi the big news though is that andreessen horowitz and they're investors or weren't they going to develop this with facebook they hired away two key people what does that tell us right i mean it's hard to look at this news adam of andreessen horowitz hiring two of the top people at facebook's you know dm project as andreessen horowitz crypto partners you know a16z crypto has gotten very big it's hard to look at that news and not see this as the continued gutting the continued exodus of facebook's crypto ambitions i mean let's rewind and remember that when facebook first announced libra and by the way it kept saying it's not just us this is a consortium but facebook was leading it and facebook messenger exec david marcus was the public spokesperson they said libra was going to be a new global digital currency pegged to a basket of other multiple fiat currencies then congress didn't like it they testified they pulled back on the plans they rebranded it from libra to dm and they changed the name of the wallet from calibra to novi and now just recently in august david marcus came on said our wallet product is ready for the market well where is it and now it looks like all that dm is going to be is a us stable coin pegged to the dollar which we have a lot of those already so maybe the project still exists maybe something is going to launch but a lot of people have left and there is an irony now in seeing one of the backers that hypothetically is still on the board of the dm association plucking two prominent people from the project but maybe that's because they want to keep better tabs on what it's up to and make sure that that it's a success you know i i look forward to the day when zuckerberg's trying to sell that wallet and he says well it's got electrolytes to quote the movie in democracy dan roberts decrypt editor-in-chief we appreciate your being here we'll see you soon buddy
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