저자: MichaelSaylor&MohamedEl-Erian · 외국인
요약 보기
비트코인이 안전자산으로 부상하고 있다는 주장과 미국 국채의 안전자산 신뢰 약화를 다룬 방송이다. 진행자는 미국 국채가 위기 시 안전자산 역할을 하지 못하고 있으며, 이 때문에 투자자들이 비트코인에 몰리고 있다고 주장한다. 엘-에리언이 비트코인을 안전자산으로 본다는 발언을 언급하며 기관 관심 확대의 근거로 제시했다. 근거로 2023년 비트코인 연초 대비 100% 이상 상승, TLT는 같은 기간 177% 하락을 들었다(진행자 주장, 실제 수치는 검증 필요). 블랙록의 스팟 비트코인 ETF가 2000~3000억 달러 자금 유입을 가져올 수 있다는 전망도 제시했다. 미국 재정적자와 고금리 누적으로 통화 확대가 불가피하고, 이에 따라 국가들도 비트코인으로 몰릴 것이라는 낙관론이다. 마이크로스트래티지의 비트코인 전략 성과가 우수하다고 평가했다. 스팟 ETF 승인 기대, 기관 관심 확대, 뉴스 노출 증가가 선순환을 만들 것이라는 전망이다. 반면 제작자 측은 비트코인 구매를 유도하는 홍보성 내용을 포함하고 있어 객관성은 낮다. 비트코인 가격의 단기 방향에 대한 구체적 목표가는 제시되지 않았다.
다듬은 글
you know there's been two big puzzles and they speak to how unsettling the volatility the US Treasury has been one is you haven't had it been the safe haven we haven't seen the flight to Quality and the flight to safety that you would expect given what's happening in the world the second thing that's that's equally counterintuitive is you have people talking about Bitcoins about Equity being the safe asset because they've lost confidence in government bonds being the safe assets because of the nature of this interest rate risk talk about big news bonds and treasuries are no longer safe there is trouble on the horizon it appears in clown World in beat world inflation won't go away politicians are more incapable by the day ex some people are saying the fed's bankrupt the world needs a hero and it looks like they're waking up to the solution that has been right there the whole time the world needs a safe haven and we're here to bring it to him baby we got a lot to cover let's get it all right so let's start over here so who was that guy Mohammad L Arian well one thing worth noticing when I first uh went to search for the guy's pictures at the world economic Forum so make sure we take that into consideration but lrn is a pretty big deal and this kind of follows the trend uh that we've seen from Michael sailor to Larry think Stanley Dr and Miller all of these people coming around starting to see based on the environment right everyone wants to self-preserving acts on your own desire your own Greed for self-preservation and anytime you attack it well you're hurting your long-term self-preservation because you're not going to stop Bitcoin anyway but this is who lran is president of Queens College at Cambridge chief economic adviser at Alliance the corporate parent of Pimco he was the CEO and co-chief investment officer there for about 8 years and he was also chair of President Obama's Global Development Council he's a colonist at Bloomberg contributing Editor to the financial times so very uh prolific individual highly intelligent he's been in economics for a long time and he's kind of waking up to the fact that Bitcoin is the safe haven that the world has been searching for and that Michael sailor has been trying to tell everyone about for a few years now and again guys we've been planting those seeds everyone has everyone in this community from from the memes and the post to the Articles and the charts and the graphics and the illustrations and everything that everyone does going total Savage on [ __ ] coiners and Fiat Maxis when they lie about Bitcoin all of these things has led us to where we are today and let's have Michael sailor break that down mainstream awareness uh seems to be reaching new heights for Bitcoin we have the likes of Larry Fink uh referring to it as a flight to Quality we have um dren Miller uh noting that is a legitimate asset embraced by an entire generation and lamenting that he doesn't own more of it or own it uh we have Muhammad L Aran on television noting that Bitcoin is being viewed now uh as a safe haven asset um we have a lot of coverage of Bitcoin uh in television uh on television networks news networks and also through mainstream media that should continue to grow um as that coverage increases that combined with increasing availability of Wall Street analyst coverage and new voice es emerging in the community like like Fidelity uh with uh their uh analysis of Bitcoin um all of those new voices uh and new interest is uh driving education of a new generation of investors I think we can expect more of that during the coming 12 months and all of these things together just create a virtual cycle and as they drive Bitcoin awareness they should uh Drive Bitcoin investment and that should drive more news and that should drive more awareness and that should uh catalyze more and more firms to take an interest in supporting Bitcoin or investing in Bitcoin shout outs to stepen Lea on this one but guys if you're new when are you going to join the flight to Quality looks like Larry thinkink and everyone else is hopping on board you know I think Satoshi said he might want to get some in case it like catches on or something okay guys I know this is pop but decent post here and getting into I think when we go back to Larry think we we we talk about what he said about a flight to Quality but what he didn't say that kind of may be a bigger deal is okay so what is not quality well we've got examples here and it's basically everything else if we're going into what's going to be the fastest horse in the race throughout next few decades just as it was the best performing asset of the past decade and that was without an ETF approval or anything like that and everyone was [ __ ] on it and trying to make it illegal or whatnot best performing asset of the decade so you see what happens when you fight Bitcoin those of you detractors doubters go [ __ ] yourself Bitcoin is a safe haven why is Bitcoin outperforming bonds historically they've been considered a safe haven but it appears Bitcoin is starting to steal that light and just days after Larry think said allocating to bitcoin was a flight to Quality Capital flows Drive the market the market doesn't lie investors appear to be much more interested in Bitcoin than bonds well I wonder why maybe because they can actually benefit from them you can see that the TLT has been in steady decline since 2020 while Bitcoin has been much more volatile during the same time period the story in 2023 has been very clear Bitcoin is up more than 100% year to date well TLT is down 177% during the same time frame is Bitcoin replacing bonds as the safe haven very intelligent individuals seem to think so poomp says he wouldn't go that far but if the trend continues this will become an even bigger story of course the legend Dylan lir has been all over it let's go check out this because again they're they're fleeing to Quality from something what what are they running from guys it is the debt spiral that they're running from everybody Larry thinkink nation states major corporation they've just been waiting for it to be big enough to get in and that's why some people say diminishing returns but I think with Bitcoin you have a finite fixed Supply asset so with it bigger numbers will bring bigger numbers so for example Bitcoin wasn't big enough now bitcoin's big enough and black rocks coming in which they said themselves could bring an influx of 200 to 300 billion which is like half a bitcoin's market cap at the moment so that's going to be a big benefit and that's just them there's a lot more ETFs that are probably going to get approved likely soon there may a closed door meeting going on today so make sure you're following us on Twitter where we're getting all the breaking news and we've got our heads on a swivel on that one but like I said bigger numbers bring bigger numbers now Black Rock gets in right this is the largest institution arguably on the planet arguably the most powerful institution on the planet eventually Bitcoin is going to rise in price right so those who are not taking part not utilizing Bitcoin not saving in Bitcoin well they're going to lose while other people are winning they did self-preservation kicks in Game Theory even though Bitcoin will be at higher prices well bigger numbers bring bigger numbers eventually States due to Game Theory will have to fomo into Bitcoin because others are and if they don't they're going to lose they're going to lose because of this situation that CJ is talking about right here that's because higher interest rates go the larger the deficit the larger the deficit the faster the currency printer has to go this is the Yore cycle every time they inject money too it's going to be less effective and they're going to have to inject X more each time so the higher interest rates go the higher costs go for businesses the higher interest rates go the more people can spend yield based on the exponentially rising cost to finance government's massive budget deficit the increasing cost structure for businesses The increased amount of yield that can be spent into the economy it's pretty obvious that we're not correctly fighting inflation and the results will be devastating the FED is completely clueless they don't know what they're doing there is one solution out there and everyone is waking up to it you can opt out a clown world with Bitcoin and I think you know we've heard this uh Finance Lance aot the other day said that we are in the endgame let's take a look at this the pace at which interest payments hit 4.5% of GDP has accelerated guys it took 20 years to hit that Mark through the 70s and 80s and that was with vulker and all these things dating back history rhyming what's what's what's the big Point here though this only took three years to hit that same ratio totally sustainable ladies and gentlemen I'd probably book my tickets on the flight to Quality today I mean pretty big news here we got Bloomberg talking about bitcoin's having the connection with the Bull Run you love to see it guys this is Bitcoin coming into the mainstream people are going to have to learn what the difference is between actual Bitcoin and black rocks Bitcoin and that may be painful in the future again maybe Bitcoin will be the one to bring down Black Rock because if they are issuing paper Bitcoin and things of that nature they will likely get exposed as FTX and those jackasses did as well the world is fleeing to safety and getting away from these central banks and government institutions and failing leaders that have spent like drunken Sailors that have spent the future Generations wealth that have basically assuredly defaulted the nation well everything else is deteriorating as Michael sailor and Larry Fink said Bitcoin is Hope and quietly Bitcoin is halfway to its all-time high without like any mainstream attention and without the spot ETF approval shout out to Jax one of our dudes on Twitter on this one but imagine what happens when normies start talking about it and we have 10 to 12 spot ETFs approved at the same time might want to get some SATs put them in Cold Storage in case it uh catches on or something as your dedicated Bitcoin it team the Bitcoin way is here to guide you from start to finish on your journey to properly self- custody your Bitcoin once more they've recently introduced 100% privacy Focus collaborative custody Services where you benefit from Advanced multi-sig security inheritance planning and much more while remaining 100% in control book a free 30-minute call to get started using that link below this is why everyone is coming around the numbers you can't deny it this is micro strategies outperformance since adopted the Bitcoin strategy looking pretty good out there sailor I think uh I think he's on to something as well this is going to become The New Normal except they're going to end up getting Bitcoin at the price they deserve unfortunately man guys major news Bitcoin is going mainstream it is the flight to safety Bitcoin is Hope Bitcoin is the ultimate hedge against clown World thanks for tuning in guys make sure you like subscribe share that sound money gospel and make sure you get those notifications set on Twitter where we are getting all the breaking news out could be some big ETF news coming tonight so we'll be on that me and of you're going to hold down simply Bitcoin live tomorrow we got another clip coming tomorrow some some fun things over the weekend so stay tuned set those notifications and hey this isn't the only bullish development I mean if you haven't learn about Larry Fink yet or dove into you know how bullish Michael sailor really thinks things might get you might want to check those out but hey I'll catch you guys tomorrow have a good one peace
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