저자: GazExplains채널진행자 · 외국인
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결론: 영상 진행자는 크래머의 비트코인 약세 발언을 역지표로 보며 단기 반등 기대를 드러내고, 폴 튜더 존스는 금과 비트코인 비중 확대를 권하나 단기 조정은 인정한다. 짐 크래머는 비트코인 보유자를 바보라고 부르며 암호화폐를 강하게 비판했고, 진행자는 크래머가 자주 틀리는 역지표라고 주장한다. 비트코인은 2.7만 달러 지지선이 깨지는 모습이며 2.6만 달러 부근 저점 지지 여부를 본다. 기술적으로 비트코인은 상승 추세선과 2.7만 달러 피벗을 이탈했고, 상단 목표는 2.75만 달러로 제시된다. 다만 조정(ABC 하락 패턴) 가능성도 있다고 언급한다. 폴 튜더 존스는 금과 비트코인을 '야만적 유물'로 묶어 보며 비중 확대를 말한다. 과거 2020년 9천 달러 매수 조언이 맞았지만 2021년 고점 이후 50% 넘게 하락했다고 설명한다. 튜더 존스는 지정학 리스크와 재정 부담으로 화폐 가치 하락 헤지가 필요하고, 장기적으로 비트코인 우상향을 믿는다고 말한다. 단기 변동성은 감내해야 한다고 덧붙인다. 진행자는 S&P 500이 여전히 강세로 4,400~5,000 목표 가능성이 있다고 보나, 암호화폐는 주식만큼 따라 오르지 못한다고 평가한다. 포트폴리오 종목 크라운(Crown)은 24시간 급등 후 보유분 약 15%를 현금화했고, 더 낮은 가격에 재매수할 계획이라고 밝힌다. 카미노(Camino)와 코지라(Coogi) 등 소셜 커뮤니티 기반 코인을 언급하며, 코지라 토큰 350달러 전망을 인용하면서 커뮤니티 활동이 강세장에서 가격을 밀어 올릴 것으로 본다. 코지라는 현재 약 80달러 부근에서 거래되며 다른 알트코인 대비 견조하다고 평가된다. 진행자 입장에서는 비트코인 약세가 역지표로서 반등 신호일 수 있다고 보며, 전체 시장은 위험 회피 분위기임을 인정한다. 튜더 존스는 장기적으로 경기침체 시 금과 비트코인 같은 장기 자산 매수가 늘어날 것이라 예상하고, 그 과정에서 약 400억 달러 규모의 금 매수 수요가 필요하다고 본다.
다듬은 글
be Bitcoin whether it be ethereum whether it be salana anything crypto I think s GM we have Bitcoin slowly breaking down here below $27,000 so at this point there is only one man that can save us we need a bit of inverse Kramer so let's listen into what Jim has to say about Bitcoin right now which could potentially pump us back up our final hopium if you will so we have a few sound bites here of Jim Kramer speaking yesterday on BTC let's just listen in and see if this can activate the bull markets can't be in something that where Mr Bitcoin is about to go down big I would not touch crypto in a million years these people who own these things should not own them they shouldn't know them I think you're I do think you're an idiot okay can't so Kramer thinks you're an idiot if you hold Bitcoin or crypto more broadly but as we know Jim is often incorrect in his analysis and he does keep calling local tops and bottoms with an inverse signal hence when he says sell you should buy and typically when he is bullish you should get very bearish very quickly so it is down to Kramer now this was even picked up by bluna Bitcoin finally broke down from this recent range it can still be a corrective ABC down and we can't discount that it's still on up Trend support and obviously Kramer coming out and saying BTC is a short is a pretty big signal you can't ignore in his opinion as you can see ABC pattern he mentioned it has broken down out of the box but is on the trend line there at 27k and he goes on if we do reclaim the range back into the box we can Target 27.5 and that well could be bullish but BTC seemingly breaking down as you can see my Pivot at 27k is now being smashed into by a rather large red candle there so the next point on the chart to be looking at is the low 26 regions around the bit boy arrest so this may have a bit more context to play out here and we potentially get to see if bit boy arrest does hold as a bottom generally the market is looking pretty weak here BTC is down 2% eth is down just 0.6% but of course has been smashed down further than quicker than BTC in the last week or so weakness being shown up in the sentiment so sentiment analysis wise a 47 people becoming more fearful as well clearly the Middle East having a large effect on people's mindset and this obviously shows itself in bearishness as well because you know consuming loads of negative stuff is going to make you think a lot more negatively so a riskof environment seems to be in order here but what does one of the world's most famous investors Paul chuda Jones have to say on BTC right now let's listen into this clip quite interesting but I also just looked uh on the screen behind you and I saw the price of Bitcoin and I know every time we've spoken you you've had a take on bitcoin do you have a new take I I I think I think now the barbarous relics and I would lump gold and Bitcoin together so he lik gold and digital gold AKA BTC he previously was bullish back in 2020 on bitcoin at 9k and that obviously played out an absolute treat for him he did then call it again in June of 21 I believe it was Bitcoin of course did rally after that he doubled his position between the 2020 and 2021 statements but of course we topped later in the year of 2021 and now down over 50% from that marker I think they probably take on uh a larger percentage of your portfolio than historically they would because we're going to go through both a challenging political time here in the United States and we're going to go through we've obviously got a geopolitical situation so I would I would say but High interest rates were supposed to be the thing that was is actually going to be unhelpful to bitcoin well and I think on a relative basis look what's happened to Gold it actually has been clearly it suppressed it so you know that more likely than not we're going to go into recession there's some pretty clear-cut recession trades the easiest are the yield curve gets really steep term premium goes into the back ends of uh of debt markets right into into 30-year and 10 year and 7year paper uh the stock market typically right before recession declines about 12% that's probably going to happen at some point from some level 12% reduction in the S&P you look at the big shorts in Gold more likely than not in a recession the Market's typically really long assets like Bitcoin and gold so there's probably a $40 billion worth of buying that has to come in to gold at some point between now and if that recession actually occurs um so yeah I I like Bitcoin and I like gold right here so Bitcoin and gold on his menu for increasing allocation towards which was quite interesting he wants to own more Bitcoin and more gold going forward with the geopolitical situation even with these high interest rates clearly he must feel that they're going to have to come down at some point and of course Wars are very expensive the amount of money required to pay for the resources well that is going to have to be printed from somewhere so of course these are kind of Hedges towards that monetary debasement so even as BTC is obviously selling off a bit here today longterm the trajectory is up these will be blips on the map I do believe in the long run and this is just some of the volatility you have to sit through as a crypto investor then we have the SPX so S&P 500 is still looking pretty bullish I've kind of mapped out this kind of target range even if this does get rejected it still has some legs in here maybe all the way up to 44 and 50 somewhere in that kind of range but unfortunately it looks like crypto is not getting the same follow through bid that the stocks are but we do have a couple of winners in the portfolio a lot of them in the portfolio not looking the best right now but Crown from photo finish game is up big over the last 24 hours I have trimmed off a small amount around 15% of my position here into Cash hoping to buy back a bit lower because if you look at the 7-Day chart here as you can see a massive Spike up from around 18 cents to 27 and of course you expect this to have a little bit of a pullback in here what was the reason for this well it is getting shield and I use that in the nicest term because of course I do believe it has great fundamentals and it is a game that will go up a lot especially in a bull market but this from crypto sio who has put the pump on many coins I'm sure you have realized that if you're on crypto Twitter Crown reminds me of axi Infinity but this one has a much higher potential a billion dollars is programmed it's on Soul so everyone's lazy and can't be asked go over over there can't wait for the day for people to ask me what the next Crown is Camino as well also kind of in the same kind of Social Circle as sio from yesterday though these guys like bull tweet in saw a number of active users on the game go from roughly like 60 active users all the way up to over 100 that is and on the right hand side the number of stables per day in the race went from roughly 20 OD over 280 so they have moved the market somewhat not only in a price sent but also in terms of players in the game which will be overall bullish for this but of course BTC breaking down the coins up like 50% in a day would make sense to trim a little bit of the position as it looks like the markets more broadly want to come down at this point and then kajira is up as well looking pretty healthy here it's actually just continuing to go up even against the tide that is BTC and the crypto markets more broadly slowing down here up to around 7980 overnight and what we're seeing here is a lot more big balls coming out so Lucas here this guy just come on my radar in the last month or so and continues to non-stop bull poost about coji amongst some other cryptos and this leads me down the road of thinking what kind of communities can actually engage people like this who really want to shill coins 24/7 online I mean to do this relentlessly on Twitter does take a lot of effort to be fair and so you got to think what communities actually will be welcoming to this what kind of communities do people want to get involved with that they're going to get a lot of Praise from and this is a perfect fit for Coogi to be fair a very active engaged almost cult-like mentality around kajira the community is one of the major reasons I've invested plus of course they ship like crazy so you have product and Community hand inand doing very well and so in my mind This spells that in the bull market when a lot of new people enter people who want to come and bull poost about their coins are going to fall into the category like this guy here and start following along with the likes of kajira so just thinking about how people are positioned socially in coins is something to really consider here in this bare market and try and extrapolate out how this will play in a fullblown bull he's calling for 350 bucks per Coogi token there which is pretty damn incredible and I would be retired on an island if that does come true so with Bitcoin falling now to 26.8 we are hoping for inverse Kramer to kick into action as Jim is definitely more often times wrong than he is right I hope you enjoyed this one subscribe if you're new I'll see you in the next one guys peace
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