저자: Kevin · 외국인
요약 보기
로빈후드·게임스탑 사태로 브로커 결제 구조의 2일 담보 리스크가 드러났다고 설명. 블록체인 기반 즉시 결제가 확산될 것으로 보고 블록체인 관련 투자 필요성을 주장. 이날 25만 달러를 비트코인에 투자해 9개 보유 중이라고 밝힘. 테슬라 콜옵션 151,000달러 매수 사실도 언급.
다듬은 글
hey everyone me kevin here wow the robin hood and gamestop saga continues it's so intense that there are now rumors that robin hood is limiting the amount of shares of gamestop you can own and folks this is intense it's so intense that i just invested 250 000 a quarter of a million dollars into wait for it i'm going to explain uh first i just want to quickly mention that i got 40 emails this morning from people literally asking hey is there any way we can wait a few days to extend the birthday coupon code and i will go ahead and do that i'll extend the coupon code until february 2nd for the birthday code linked below okay folks so on january 28th my birthday yesterday robin hood and other brokers shut us out of gamestop amc and other volatile assembles m1 finance and weeble they blamed apex clearing and robin hood blamed themselves that did not do very well for robinhood because if you look at the google app store well let's just say they're not doing too well now congressmen and congresswomen elon musk schemath and others have joined together banging on brokerages for ripping off the retail investor and what clearly came across as favoritism to the wealthy hedge funds that is it doesn't smell good well we know that robin hood makes profits off of our free trade and they do that in partnership with firms like citadel who is a firm who helped inject a 2.75 billion dollars into melvin capital who's bleeding money from their short bet against gamestop gone wrong melvin and other short sellers have lost billions of dollars and retail investors are winning here now while robin hood took the blame for refusing to allow new purchase orders for certain stocks which definitely came across as too many market manipulating especially since when you shut out an entire group of buyers and potentially only allow people to sell you end up triggering more stop-loss sell orders and you end up leading to a stock price collapse which is essentially what happened yesterday before rebounding as trading resumed on many platforms as a result robin hood of course has two class action lawsuits filed against it just yesterday i'm sure there'll be more to come they posted a job uh opening for a federal affairs employee to help them through this and the sec is already investigating the sec this morning released a statement vowing to protect us as individual traders and promised to scrutinize actions taken by brokerages that quote unduly inhibit their ability to trade certain securities they said quote we will act to protect the retail investors when the facts demonstrate abusive or manipulative trading activity the sec said but what is happening now or better yet what happened and what led me to just make a 250 000 investment now let's go ahead and jump into this here a chart this chart has to do with my 250 000 investment so i'm going to give you a very very brief explanation of this crappy ugly complicated looking chart let us play a game let's say that you are investor one and because i'm always buying let's say that i am investor three that is i am going to buy 100 shares of your 10 stock whatever stock that might be that is worth a thousand dollars so what happens when we execute this trade is you place your sell order it goes to the exchange i place my buy order it goes to the exchange boom we get a trade confirmation you feel like you got an extra thousand dollars in your pocket i feel like i got a thousand dollars out of my pocket but see the problem is before our money exchanges it actually has to go through a central securities depository and then there's a counterparty to this which means that my one thousand dollars of cash uh over here at weeble does not actually go to you in the form of one thousand dollars of cash for a couple business days and sometimes that means over a weekend because weekends aren't business days now the issue here is what happens if there are thousands of people like me making really risky purchases right over here at weeble and all of a sudden all of those purchases go bust before the money has traded hands and then i screw weeble out of a ton of all the margin debt i have with weeble and there are a ton of people who screw brokerages out of a ton of money all of a sudden the brokerage here who promised the centralized clearinghouse that hey look we're promising you we are collateralizing this transaction with a percentage or a larger percentage of money if all of a sudden we go bankrupt well then weeble takes the hit if weevil takes too much of a hit weeble goes bankrupt and the centralized securities depositories they saw this potentially coming so they said hey rather than taking a two to three percent collateral on every trade anything that has to do with gamestop we are going to take a 100 collateral because it's too risky for us because you might go bankrupt doing all those trades but weeble doesn't have all that money to sit around or even like robin hood in this case doesn't have that much money to sit around uh and set up as collateral so they say let's stop trading the issue all comes down to this dang two-day holding period and this is where my investment comes into play because i'm investing into what will be the future of this crappy garbage process the process sucks but get this on december 6 2019 the sec granted paxos a company that does all crypto transactions for paypal the right to conduct a two-year feasibility study for using blockchain technology to settle stock trades that means rather than using this complicated uh central securities depository process that takes two business days we could see near instantaneous transactions get settled through the blockchain paxos is a company that handles a lot of crypto transactions and their goal is to be a major player in the d5 space which stands for decentralized finance the ceo recently said in an interview the actual clearing and settlement process of securities has not shifted for 40 or 50 years the chart i showed you 50 years old the only improvement we've made he says quote we've gone from trade plus five days to settle to trade plus two days to settle that's the best we've done however he says there is a solution the blockchain and cryptocurrencies the ceo of paxos says we could get to quote fully instantaneous settlement now he does acknowledge that that might not be necessary that we don't necessarily have to go from two days to instant that it might be quote more efficient to do every you know to do a batch every two hours and then you have everything batched together but he says the fact that you can order toilet paper right now faster than you can settle shares of stock is ridiculous and old-fashioned now this interview was done a few weeks before this robin hood and gamestop crisis but there's no doubt in my mind that once this feasibility study is over and has ended at the end of december of 2021 this year it means that over the next few years it's very likely we will start seeing stock trades get cleared using blockchain and stablecoin this means the two-day collateral risk is essentially gone and we can yolo all day long and squeeze the crap out of them well i'm not going to say the word uh we'll use the word loser short sellers so what's my investment well as people become more familiar with the blockchain which is going to get forced and shoved down their throat once they start realizing that their bank is taking their money and turning it into stable coins in the future to transact faster and have lower fees in the future people are going to get real educated real fast about the blockchain right now people hear blockchain and they kind of a lot of people shut down because it's like not associated with me don't care it's foreign it's different doesn't matter to me but once this becomes the norm for stock clearing and for bank transactions and we start seeing stable coins in the blockchain get used more regularly i personally believe people are going to be very excited about making blockchain related investments now sadly paxos is a private company and i can't invest in them directly unless you have a connection to get me into some of their seed funding rounds which would be freaking awesome but in the meantime i have decided to make a different investment and this is not to be confused with the crazy bet that i made yesterday yesterday during a live stream i invested 25 000 into coin or is it dogecoin or is it doggy coin or is it bose dogecoin who knows either way i put 25 000 in for entertainment purposes only and i hit the lottery and in less than 12 hours i turned 25 000 into 72 000 now that was insanely lucky that was really again done as sort of entertainment at the casino i put it all on 35 on the casino on the roulette table or in the casino on the roulette table and i did really well so last night i took my money off the table i sold seventy two thousand dollars a worth of this coin and i invested all of those profits and up to the whatever the difference between two hundred fifty thousand dollars and seventy two thousand dollars is the extra money i also invested so that's how i got to a full 250 000 investment i took all of that money and i threw it into bitcoin yes now i believe that bitcoin is extremely volatile and i know that but i believe as the years go by every single year that does go by bitcoin will become less risky and bitcoin will be seen as the investment into essentially the technology that is front running the change of our financial industry that is going to solve the disaster of our financial industry that we have today that led to the crisis of robin hood and gamestop now i still believe that bitcoin is much riskier than my tesla call options which i bought a ton of during the tesla bit or tesla dip this morning which i did that live with all of my course members i bought 151 000 of january 23 january 2023 call options uh i think the strike price was about 900 but anyway i bought those out of the money call options this morning with my course members live remember use that coupon code i did extend it again through february 2nd just to give some folks a little bit of extra time because so many of you had emailed me but anyway feel free to take advantage of that but in the meantime i personally believe that bitcoin is again more risky than those tesla call options but less risky than investments into spac mergers that have no product and only a rosy investor slide deck to convince us to invest in their product which does not exist yet so there you have it those are my thoughts what is going on and where i've put money because of the crisis that has happened i now own nine bitcoin and i'm excited to get to 10 at some point in the future because then it's going to be really easy to know how much money i've invested in bitcoin because i just have to add a zero to whatever the price is thank you so very much for watching i really appreciate you and folks we'll see in the next video you
Comments 0