저자: BillMiller인용및진행자 · 외국인
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결론: 비트코인 장기 상승과 기관(연기금·헤지펀드·기업) 매수 확대를 근거로 한 강세 전망 영상. [기관 매수 흐름] 그레이스케일이 유통 비트코인의 3% 이상을 보유하며, 헤지펀드에 이어 연기금·기금(endowment)으로도 기관 참여가 확대되고 있다고 주장. [수요·공급 논리] 2030년 사용자 약 10억 명 추정, 유통량 약 2,060만 개 가정 시 1인당 평균 보유량이 0.02BTC로 줄어 0.28BTC 보유가 상위 1%라는 계산 제시. 진행자는 BTC가 10만·15만·40만·50만 달러까지 갈 수 있고 세계 기축통화가 될 것이라고 주장. [빌 밀러 인용] 비트코인은 가격이 오를수록 위험이 줄어든다고 발언하며 41,000달러 수준에서도 강세 의견 유지. 공급은 연 2% 미만 증가하는 반면 수요는 훨씬 빠르게 증가한다고 설명. [기업·은행] 마이크로스트래티지가 10억 달러 이상 BTC를 매입했고 모건스탠리가 해당 주식을 보유, 주가가 BTC 가격을 추종한다고 언급. JP모건은 2017년 비트코인 비판 이후 현재 암호화폐 거래소 관련 사업을 확대 중이며, 과거 발언으로 146,000달러 가능성을 언급했다고 소개. [규제·세금] 한국은 2023년부터 연 250만 원 초과 암호화폐 수익에 20% 과세 예정. 케냐도 1~1.5% 세율의 암호화폐 과세 계획 언급. 정부들이 과세로 '파이'를 나누려 한다고 해석. [정부 보유분] 핀란드 세관이 압수한 1,981BTC를 약 7,500만 달러 가치에 매각 검토 중이라는 소식 소개. 진행자는 일부만 팔고 나머지는 보유할 것으로 전망. [시장 현황] 방송 시점 BTC 약 40,000달러, 이더리움 약 1,000~3,000달러대(자막상 불명확), 리플이 라이트코인 상회, 시장 전반 상승. 진행자는 '다른 코인(meme coin 등)에 현혹되지 말고 기관 자금 흐름을 보라'고 조언. [리스크 언급] 단기 투기 코인 경계, 장기 헤지 수단으로서의 비트코인 강조. 구체적 하락 리스크 분석은 거의 없음. 출연자 전망: 진행자는 비트코인 장기 강세(10만 달러 이상)를 주장하며 기관 자금 유입을 근거로 제시.
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what is good youtube welcome back for another banger on this channel we discuss everything cryptocurrency and investing without further ado let's jump into the video grayscale now holds over three percent of bitcoin in circulation guys over three percent of all bitcoin in circulation because you don't know grayscale are the largest bitcoin trust on the planet with just under 28 billion dollars in assets managed so they buy up the bitcoin and their institutional clients hedge funds they come to them and buy shares to give them exposure to bitcoin the ceo said we started to see the participation not just from hedge funds segment which we've long seen participation from but now it's recently from other institutions pensions and endowments if you're new to the cryptocurrency space guys this is something that's been going on in the background for a very very very long time you've got institutions like harvard yale and stanford who've been investing via their endowment funds in cryptocurrencies and cryptocurrency funds hedge funds for a long time now these articles date back from 2018.
pay attention to the smart money in the space and don't get left behind i'm getting texts from friends saying invest in noah coin investing bitcoin that coin psg coin paris hills and coin and everyone trying to make gains will follow where the smart money is going guys we're definitely going to see more of this as the fed and banks around the world continue to print more and more um the biden administration has already committed to pump an additional six to seven trillion into the economy so we're only going to see more and more firms come into the space more pension funds come into the space and more retail institutional demand is at an all-time high guys we never had this in 2017 that was all retail investors but now it's institutional institutional investors driving the game trying to hedge against inflation also trying to get further exposure to the best performing asset class in their portfolio as you can see on tuesday coinbase published a study that detailed how the company helped one river asset management firm make one of the largest digital asset trades in history one of the biggest ever coinbase purchases in one of the biggest ever purchases of bitcoin in history was done on coinbase on tuesday guys not long before that microstrategy purchased over 600 million dollars worth of bitcoin and that was with coinbase so i can only imagine that this is much greater we are still extremely extremely early guys if you earn naught point two eight percent of a bitcoin you are statistically guaranteed to be in the richest one percent in terms of btc so in terms of btc holders in the world if you own 0.28 of a bitcoin guys because there's only ever going to be between five to 10 million people who ever own a full bitcoin between all the whales the hoddlers um institutional investors sovereign nations who are purchasing bitcoin bitcoin there isn't that much left and being a actual whole coiner would actually be a very very rare thing indeed this chart pulled together by unchained capital depicts the adoption curve so it's an illustration of supply versus demand and we're around here in this adoption curve in 2021 it's estimated that there's around 100 million bitcoin users at this current moment in time and as we move into 2030 is estimated there'll be around one billion users of cryptocurrency and at that time we would have mined around 20.6 um million they'll be around 20.6 million bitcoin in circulation if you move down and you actually see the average bitcoin per user in 2020 the average bitcoin in circulation divided by the adoption is not 0.2 by 2030 the average holding per user compared to the average bitcoin in circulation will be 0.02 and hence having 0.28 bitcoin so essentially a third of a bitcoin would put you in the number percent in terms of bitcoin wealth and i genuinely believe that bitcoin is going it's going to go past a hundred thousand one fifty thousand four hundred thousand five hundred thousand and i believe it will be the reserve currency of the world guys so be careful where you're putting your money a lot of friends are telling me about noah coyne this coin that coin get into this coin it's very tempting and there's a lot of people coming into the space to get rich quick that's not the game here this is a long-term game this is a long-term hedge and i believe via cryptocurrency a lot of us will become very very wealthy just watch where the money is going guys the money is flowing into bitcoin and a few other alternate cryptocurrency platforms like ethereum um but yeah just watch where the money is going guys when wells are out there accumulating accumulating bitcoin bitcoin doing their best to drive prices down the number of addresses holding over a thousand bitcoin a thousand bitcoin guys has reached an all-time high 2334 addresses are currently holding more than 1 000 bitcoin this is a gain of more than 30 percent compared to 2017 guys institutions hedge funds firms nations are accumulating bitcoin in mass i implore you not to stand on the sidelines get your head in the game for those who are new to the cryptocurrency space it's the same institutions the same institutions you said bitcoin was a fraud bitcoin was a scam by the institutions getting into crypto now i could care less about bitcoin i don't know i don't know why i said anything about it the blockchain is technology which is a good technology we actually use it it will be used for a lot of different things god bless blockchain clean euro yen they're all fine i don't personally understand the value of something that has no actual value you all can do whatever you want and i don't care okay bitcoin hit a new high today i i could care less with bitcoin trades for how it trades wire trays who trades it if you're stupid enough to buy you'll pay the price for it one day for those who don't know that was jamie dimon ceo of jp morgan back in 2017.
the same jp morgan now banks coinbase gemini some of the biggest cryptocurrency exchanges in the world the same jp morgan is saying bitcoin could rise to 146 000 as it competes with gold and it's the same jp morgan who are looking into becoming cryptocurrency custodians so watch the trend guys watch where the money's moving the institutional investors the whales i'm gonna keep banging on and saying this the whales are scooping up all of the bitcoin the whales are scooping up all of the bitcoin let's say what bill miller a legendary investor has to say about bitcoin in early november you were on this program we talked about a number of different things that day i asked you about bitcoin because i know you've been a bull on it for some time but at the end of the interview and this was when bitcoin was just under 15 000 i think i said to you of all of the things we've discussed you know what are you most excited about or is there an emerging technology that you're excited about and you said i'm most excited about bitcoin are you as excited today bill with it at 41 000 as you were when it was under 15.
oh absolutely one of the things that's interesting about bitcoin is that it gets less risky the higher it goes so that's the opposite of what happens with most stocks but because bitcoin is so early in the adoption cycle and you can't even even though the occ will allow all the big banks and investment banks to custody or to buy and sell bitcoin none of you can't do that in any of them so they're permitted to but they haven't done it yet because basically i think they're concerned and but every day bitcoin's a supply demand story there's 900 new bitcoins created every day it's estimated that paypal and square alone are buying their customers are buying all of those and bitcoin's total supply is growing less than two percent a year and it's obvious by the price that the demand is growing much much faster than that so as long as as long as those that obtains bitcoin is likely to go higher and perhaps considerably higher so there you hear it guys from bill miller legendary investor he's a lot smarter than i am and keeping in with the theme of institutions loving bitcoin morgan stanley now both over a 10 stake in micro strategy but as you don't know microchasity have now purchased over a billion dollars worth of bitcoin they did they put their treasure into bitcoin um a couple of months ago but just over 400 million and a couple of weeks ago just before christmas raised over 600 million dollars in debt to buy more bitcoin and morgan stanley now owns just under 11 they own 700 they own 792 627 shares of micro strategy having that having purchased over a billion dollars off of the asset its share price is essentially mimicking the price of bitcoin the share price has risen from 123.80 to 539.57 since they began to purchase bitcoin so essentially it's um investors and institutions are using it as a liquid way to gain exposure to bitcoin so as i said guys please pay attention watch where the money is going next up south korea plans to implement a 20 tax on cryptocurrency profits from 2023 so essentially um residents in south korea will have to pay 20 tax on um their crypto profits from 2023 when they make an annual income of more than 2.5 million one so that's around 2 300 so once they make more than that in annual profits they will become they will start paying tax um south korea for those who don't know back in 2017 2018 they were the main drivers of the bull run um a lot of the volume on the cryptocurrency exchanges and cryptocurrency was a lot of the volume on cryptocurrency exchanges are actually coming from users in south korea we even had something called the kimchi premium essentially that was um the difference between the price on global exchanges and south korean exchanges because cryptocurrency because cryptocurrency was so popular in south korea people were prepared to pay over the odds for certain cryptocurrencies i believe xrp at one point was trading at over three dollars in south korea but below in the low two dollars but in the low two dollar range on exchanges around the world so yeah it's quite interesting and again it just shows that cryptocurrency adoption is growing and it's coming from some of the let's say more conservative governments around the world this follows on from the kenyan government also laying down their task this follows on from the kenyan government also laying down their plans for cryptocurrency taxes and they expect to earn around 46 million dollars when they bring in their crypto currency taxation strategy into force but they're only going to be taxing citizens one percent but there will only be taxing citizens at a rate of 1.5 percent so um yeah maybe i should move to kenya 1.5 is a very very very attractive rate but all this shows guys is governments want a piece of the pie every all this shows guys is governments have begun to understand that this is the new way of investing and they want a piece of the pie that's all it is a lot of the regulation um and then so-and-so country's to ban crypto someone's your country's going to buy bitcoin i guess at the time they may not have understood it but the main thing was they were trying to understand how we're going to get our piece of the pie they figured that out and they're warming up to the idea of cryptocurrency um so pay attention guys next up finland has decided to sell 75 million dollars worth of seized bitcoin so back in 2016 from um dark web operations the finnish customs seized 1981 bitcoins and at the time of the seizure the bitcoins were worth 700 000 euros back in 2017 sorry back in 2016.
and today's value is actually somewhere above 75 million dollars so the finnish customs government whoever you want to call it have been holding on to this bitcoin for years huddling essentially waiting for the right time to pull the trigger i guess you can say that they also understand the value of cryptocurrency in basin and they saw where the market was going and they decided to sit on their coins because they believed in bitcoin and wait to liquidate the coins so um and wait to liquidate that bitcoin at a later date they may even decide to only sell a partial amount of the bitcoin and save the rest because i believe has come i'm pretty sure it's going to come to a time where nations around the world are going to be fighting to accumulate as much bitcoin as they can in their treasuries we've already seen people are selling off their gold we've already seen central banks and institutions are selling off their gold and the price of gold is plummeting and that money is blowing its way into bitcoin so i'm going to follow this story and see where it goes i believe they won't sell the full amount and they're definitely going to hold some bitcoins at 40k ethereum is dancing around 1000 to 300.
xrp has finally popped up above litecoin ada is doing well cardano polkadot is doing well the market generally speaking is in green wow bitcoin satoshi's vision yeah it's up 60 today um it's a bit fishy trying to keep itself in the top 10. uh tron is doing well me chain swap basically the markers in green guys um so yeah i hope you guys like the content don't forget to like comment subscribe it helps push the channel out to more people so your mom your dad your sister your cousin your uncle can see the videos as well i'll catch you guys in the next one peace out show
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