저자: BillMiller · 외국인
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빌 밀러의 비트코인·아마존 투자 성과와 비트코인 전망을 다룬 영상으로, 비트코인은 금과 유사한 비상관 자산이자 디지털 금으로서 기관 투자 확대로 계속 성장할 것이라는 결론이다. 밀러 소개: 리건 캐피털 매니지먼트 회장·CIO 출신으로 2008년 금융위기 때 타격을 받았다가 아마존과 비트코인 덕분에 재기해 억만장자가 되었다. 아마존: 1997년 상장 직후 투자했고 닷컴 버블 붕괴 후 지분을 늘렸다. 2008년에는 강세 콜옵션을 매수했으며, 분할 조정 기준 주가는 2008년 11월 40달러 미만에서 약 3,300달러까지 올랐다. 작년 기준 개인 포트폴리오의 83%를 차지했고 최대 개인 주주일 가능성이 있다고 밝혔다. 비트코인 성과: 200~300달러 무렵부터 매수했고 평균 매입 단가는 약 500달러다. 작년 초 이후 600% 이상 상승해 약 5만 달러 수준이며, 이익 규모는 약 1만%로 언급됐다. 2020년 3월 4,000달러 이하로 떨어졌던 적도 있다. 비트코인 전망: 밀러는 현 가격에서 비트코인을 강력히 추천하며 최근 1년·5년·10년 기준 최고 성과 자산군이라고 평가했다. 월스트리트 자금 유입과 인플레이션 헤지 수요로 지지받고 있으며, 모든 대형 은행과 투자은행이 결국 비트코인 또는 유사 자산에 일부 노출될 것이라고 봤다. 공급 증가율(연 약 2.5%)보다 수요 증가가 빠르다는 점을 근거로 들었고, 반감기 이후 공급 축소와 중앙은행 양적완화를 대비되는 요소로 언급했다. 다만 1,600여 개 암호화폐 대부분은 무가치하다고 평가했다. 리스크: 규제 불확실성, 시장 규모, 높은 변동성은 당분간 해소되기 어렵다고 봤다. 비트코인은 아직 실험적 기술이라는 점도 언급됐다. 추가 언급: 스탠리 드러켄밀러가 비트코인 보유 사실을 밝혔고, 금 포지션보다 작지만 비트코인이 금보다 더 나은 성과를 낼 수 있다고 말했다. 인플레이션은 향후 5~6년간 상승 가능성이 높다는 견해도 나왔다. 출연자 전망 요약: 밀러는 비트코인에 대해 장기 강세, 드러켄밀러도 장기 강세 관점을 보였다.
다듬은 글
hey everyone and welcome back to wealthy brains bitcoin has had an incredible few weeks adding a staggering 35 over the last month and muscling back into a bull run that could be just getting started who is billionaire bill miller william h miller iii is an american investor fund manager and philanthropist he served as the chairman and chief investment officer of leg mason capital management as well as the principal portfolio manager of the leg mason capital management value trust he is the portfolio manager of the former leg basin opportunity trust mutual funds now housed at his own firm miller value partners bill miller a star fund manager who was brought to his knees during the financial crisis as staged a remarkable comeback and became a billionaire thanks to amazon and bitcoin luckily for miller he had started investing in amazon soon after it went public in 1997 and he boosted his stake in the e-commerce group after the dot-com bubble burst though he was forced to sell some of his shares when investors pulled money out of his funds in 2008 he also snapped up bullish call options on amazon stock when it was tanked that year amazon shares on a split adjusted basis have skyrocketed to about 3 300 from less than 40 in november of 2008 miller told green last year that the position made up 83 of his personal portfolio and that he was likely the largest individual shareholder of amazon whose name and i mean the last name is in bezos excluding mackenzie scott who divorced amazon ceo jeff bezos and dropped his last name in 2019.
miller's bitcoin bet has surpassed his amazon stake in value he told green in the recent byron's interview he started buying when it cost 200 to 300 a coin and his average cost is about 500 he said bitcoin has surged by more than 600 percent since the start of the last year to about fifty thousand dollars suggesting miller has scored a roughly ten thousand gain on his investment the bitcoin price fell to under 4 000 per bitcoin in march as the coronavirus pandemic sparked panic among investors but endorsements from high-profile investors and wall street giants helped bitcoin make a stunning rebound hitting 50 000 per bitcoin last week now wall street legend bill miller the founder of investment manager mailer value partners has said he strongly recommends bitcoin at current prices branding it the single best performing asset class in the last year 5 year and 10 year periods bitcoin has been very volatile but i think right now it's staying power gets better every day miller told cnbc bitcoin has found support through 2020 due to increased interest and digital assets from wall street and as a hedge against the inflation that some big investors think is coming as a result of unprecedented chronovirus spending and money printing furthering its reputation as digital gold i think every major bank every major investment bank every major high net worth firm is going to eventually have some exposure to bitcoin or what's like it which is gold or some kind of commodities miller said adding that he thinks inflation is coming back due to the federal reserve gunning the money supply earlier this year bitcoin went through a scheduled supply cut known as halving putting it at odds with central bank quantitative easing and stimulus measures the bitcoin story is very easy it's supply and demand miller said bitcoin supply is growing at around 2.5 a year and the demand is growing faster than that there is a wave of high-end opinions going on around the cryptocurrency ecosystem at the moment fund managers and institutional investors are once again becoming more vocal about what they think will happen to bitcoin altcoins and the blockchain ecosystem as a whole the why from a lot of users and opinion leaders portrays that could be another significant error in the life of cryptocurrencies and the flagship cryptocurrency in particular bitcoin is growing less risky in an interview with bloomberg the founder and cio of miller value partners bill miller gave a positive assessment to bitcoin by describing it as an interesting technological experiment though he thinks that most other cryptocurrencies are worthless bitcoin as of the time of writing trades above eight thousand dollars a mark a factor that miller identifies to be significant in the stability and belief in the cryptocurrency unlike in the past with the cryptocurrency traded around a 100 mark there is less paddock in the industry today every day that it doesn't blow up or go to zero or get regulated out of existence more money flows into the ecosystem miller said with over 1600 cryptocurrencies in existence today middle believes that a large number of those are practically worthless and of no value he confirms bitcoin as the most valuable of them all followed by ether bitcoin is like gold miller knows that the best way to think about bitcoin at this moment is as a non-correlated asset most similar to gold other potentials of bitcoin that he points out include its possibility to become a payment system a viable currency and the likelihood of central banks around the world to think of it as another potential asset despite all the analysis going on at the moment about bitcoin and the entire ecosystem the controversy that surrounds it wouldn't seem to go away for some time to come issues of regulation the size of the market which are all factors that reflect in the characteristic volatility of the cryptocurrency market do not seem to be being resolved very soon there is a wave of high-end opinions going on around the cryptocurrency ecosystem at the moment fund managers and institutional investors are once again becoming more vocal about the whole thing and what they think will happen to bitcoin bitcoin's reputation as digital gold has grown this year with a number of high-profile investors naming it as an emerging inflation hedge now after wall street legend bill miller said he strongly recommends bitcoin last week billionaire u.s investor stanley druckenmiller has revealed that he owns some bitcoin saying he's warmed up to the cryptocurrency now as a store of value bitcoin could be an asset class that has a lot of attraction as a store of value to both millennials and the new west coast money and as you know they got a lot of it druckenmiller who along with george soros famously bet against the british pound in 1992 and made massive profits pulls cnbc this week it's been around for 13 years and with each passing day it picks up more of its stabilization as a brand druckenmiller after made headlines last week for his bearish views on the us dollar said he expects his bitcoin bet to work better than gold though he holds a gold position that is many many more times larger than his current bitcoin holding the gold price is currently just under its all-time high of around 2 000 an ounce set earlier this year the gold price is currently just under its all-time high of around 2000 an ounce set around earlier this year adding 30 percent over the last 12 months and benefiting from many of the same trends that have lifted bitcoin through 2020 worries about the karuna virus pandemic lower for longer interest rates and inflation fears frankly if the gold bed works the bitcoin bet will probably work better because it's thinner more illiquid and has a lot more beta to it said druckenmiller reversing comments he made in 2018 when he said he didn't want to own bitcoin druckenmiller who shut down his 12 billion dollar hedge fund dequests capital management in 2010 and now manages his money through a family office also said that inflation is likely to rise over the next five or six years due to the federal reserve's massive stimulative measures put in place to offset the economic damage wrought by the pandemic alongside a raft of high-profile investors turning to bitcoin this year the bitcoin and cryptocurrency community has also been celebrating a number of other significant developments that is all for today folks would you like to add anything let us know in the comment section if you enjoyed this video then be sure to leave a like and subscribe if you are new and i'll see you all in the next video you
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