저자: CathieWood · 외국인
요약 보기
비트코인은 기관 투자자들이 하락장을 새로운 자산군 진입 기회로 보고 있어 중장기적으로 유망하다는 입장이다. 비트코인은 2030년까지 최소 100만 달러에 도달할 수 있다고 전망했으며, 이는 ARK의 핵심 견해이다. 비트코인 가격이 약 7만 달러에서 2만 달러 수준으로 급락한 상황을 기관의 저가 매수 기회로 해석했다. 경기 침체의 첫 신호는 광고 시장에서 나타나고 있으며, 광고 예산 삭감이 기술 섹터, 특히 소셜미디어 기업에 타격을 주고 있다고 분석했다. 기업용 소프트웨어(엔터프라이즈 SaaS)는 상대적으로 더 나은 성과를 낼 것으로 전망했으며, 줌(Zoom)과 마이크로소프트가 1990년대 이후 최대 규모의 기업 통신 교체 주기 수혜주로 꼽혔다. 로빈후드, 코인베이스, 블록(Block)은 디지털 지갑 시장의 지배 기업이 될 수 있는 후보로 평가했다. 로빈후드는 크립토 인프라를 외부 파트너(이스라엘 Fireblocks)와 연계하는 전략을 택했으며, 사용자 인터페이스 강점을 바탕으로 디지털 지갑 생태계의 핵심이 될 가능성이 있다고 보았다. 일론 머스크의 트위터 인수 이후 구독료 모델과 인증 체계 도입을 긍정적으로 평가했으며, 트위터가 결제·커머스 영역으로 확장할 가능성도 언급했다. ARK는 공개·비공개 혼합 펀드를 통해 트위터에 약 100만 달러를 투자한 상태이며, 향후 비중을 늘리고 싶다고 밝혔다. 테슬라는 전기차 사업이 자동화 상태에 있으며, 로봇(옵티머스)과 AI 분야의 획기적 발전으로 자율주행 실현 가능성이 높아졌다고 평가했다. 머스크가 2024년경 자율주행 택시 네트워크를 선보일 수 있다고 본다. 중장기 관점에서 긍정적이나 단기 경기 침체와 광고 시장 둔화 리스크는 존재한다. 전반적으로 기술 혁신 기업에 대한 장기 낙관론을 유지하면서도, 소셜미디어 등 광고 의존 기업에 대해서는 보수적인 시각을 보였다.
다듬은 글
it does appear that institutions are moving in they're taking this price decline from nearly 70 000 to roughly twenty thousand uh as an opportunity to move into a new asset class and you know in 2018 Cambridge Associates which is a a a consultant for the institutional space basically said to its clients okay you may not like this thing called Bitcoin it may sound like a Ponzi scheme to you but it's acting like a new asset class and that got their antenna up because what institutional investment managers cannot miss is a new asset class that will diversify the portfolio meaning lower the correlation of the returns and Bitcoin is doing that we think other crypto assets and your team's holding on to the million dollar forecast oh yes more than a million above a million yes by 2030.
2030. after are peaking at over 360 percent in early 2021 Arc invest Flagship fund has since lost over 70 percent of his all-time high many have questioned the decline attributing it to the founders High conviction and disruptive Innovations like robotics electric vehicles and blockchain Technology but caffeine wood is not to be dissuaded and strongly believes that her critics will soon see error in their analysis in a recent interview with Bloomberg's Tom McKenzie what discusses some of her highest conviction stocks and assets and why she believes they would grow exponentially within the next five to ten years despite the ongoing crypto bear market and the increasing pressure from the macro environment wouldn't believes Bitcoin is properly positioned to hit an all-time high of at least one million dollars by 2030.
what also shares her opinion about Elon musk's recent acquisition of social media platform Twitter and some of the plans he has so far unveiled for the application since the billionaire investor closed the deal on October 27 he has made several changes including some intense management checkups it is also announced an eight dollar monthly subscription fee for verify users according to Kathy Wood a monthly subscription fee is a brilliant idea and she thinks there will be many more of such including the possible Return of the Vine app despite being heavily invested in Tesla stocks wood is not worry that muscle acquisition and focus on Twitter will affect the electric vehicle company SpaceX and the boring company which he also heads we will now take you to Kathy Woods interview as she discusses some of the amazing opportunities her team is working on and why please watch share and like this video also ensure you drop your comments and observations below subscribe to the channel and turn on post notifications for more videos like this we appreciate all our viewers and subscribers for their time and support please enjoy the video well if you look at trendline employment gains I think we're nine percent above the trend that was in place uh pre-covered in other words a lot of companies and tech companies included hired many more people than they should have given what was going to ultimately happen to demand and you know the first place you see a recession is in advertising and the advertising budgets have been slashed that's why to me me hearing people say we're not in a recession and seeing advertising budgets cut in half by some companies is quite astonishing and it's hitting the tech sector because so much of tech has become social media but other Technologies I think that help Drive efficiencies so more Enterprise SAS they're probably going to do a lot better you know we receive a lot of criticism for holding Zoom many people say Ah that's a coveted stock well Zoom basically gave its service away for free to Consumers and to education which was the right thing to do for a crisis period now they're all cycling out and Enterprises are cycling in Enterprises I believe 54 55 percent of their revenues and they're adding new features and functionality this is the first rip and replace cycle in the Enterprise Communications space which is the largest part of the tech stack so it's 1.5 trillion dollars a year first rip and replace cycle since the early 90s the early 90s Cisco helped build the backbone of the internet all of that was on-prem hardware-centric now all of that is going into the cloud and it was stimulated by covet these Enterprises finally said okay we have a reason to make the change now two winners Microsoft and zoom the Robin Hood along with coinbase and block the three of them we think are in the running for dominating potentially the digital wallet space or becoming an important component of it Robin Hood is very user friendly and it is now moving into the crypto age which is what it was missing we've watched that very carefully the there is a company in Israel called fire blocks and we were very happy to learn that Robin Hood basically ended its strategy of building internally its own crypto platform from an infrastructure point of view and hired fire blocks their their Robin Hood's core competency is the user interface the convenience ease of use and so forth so it it could become either the digital wallet more likely it will become a part of a digital wallet ecosystem system either alone Standalone or in Partnership and in partnership with someone or as part of someone else Elon Musk is our renaissance man or our Thomas Edison perhaps and if you go back and look at how many projects these innovators were working on you'd be astonished how did they do that there are such people out there Elon surrounds himself with great business people and Engineers who want to work for him uh he is solving the most challenging problems of the day and they want to be a part of that under his leadership and you know remember he started in the payments industry so we could actually see Twitter and now we just started a public private crossover fund Twitter is in that fund because we do believe that Twitter Elon certainly believes in vertical integration he has the payments experience he and Jack Dorsey seemed to get along very well and we're talking quite a bit as we learned from the documents that came out over the court cases and so I think even Twitter could make a run at digital wallet not just for financial services but for Commerce so that's one and then you'll remember I don't know if you remember but do you remember Vine does that my son I thought he was going to make movies because he was on Vine concert that was a precursor to tick tock and so there's some DNA within within Twitter still I believe that could introduce something like that you never know and then one of my first experiences as an equity analyst was in newspapers and believe it or not they were the rising stars of that day and this subscription advertising model is a very smart move if he goes in that direction the verification that little check is very important to people and could help clean up the platform considerably musk sparked a flurry of reaction on Crypt to Twitter when he again hinted at making Dogecoin a payment system on the recently acquired platform on Wednesday the stocks Reddit trading account replied to one of the billionaires tweets asking if he was working on making Doge an acceptable payment system on the platform the comment reads have you been working on a Dogecoin solution for Twitter or working with Developers for a doge payment system on Twitter musk replied with an eyes emoji suggesting he was looking into it since the 51 year old business magnate acquired Twitter the price of the popular mean coin has gone from 0.059 on October 23 to a record high of 0.155 on November 1 more than a hundred percent increase let's get back to Kathy Woods interview as she discusses how her team has made it easier for investors to invest in Twitter and the future she envisions for the platform and Tesla under the Billionaire's leadership what we're trying to do is and I know this is an overused word but democratize Venture Capital what is the question our clients ask more often than any other why is it that we don't get a shot given how Innovation focused we are this is the client speaking a shot at some of these moonshots in the private space and um the answer is you're not accredited that's what the SEC says accredited means you have to meet certain income and asset thresholds I don't I think that's Un-American frankly uh because if accreditation just like with a driving license if accreditation was about knowledge our clients would be the accredited investors so we said okay we will using an interval interval fund structure for a minimum of five hundred dollars you can participate in this public private fund inflows every day outflows once a quarter up to five percent of net asset value so um we're we're fledgling we've just started so how much how much has been invested in Twitter then by that fund so I don't know what the final number was I think it was around a million dollars again very very small right now we're very smart but over time over time we would like Twitter to be a larger holding if you look at the electric vehicle part of the business it is on automatic pilot they have got the manufacturing team in place to test Elon says that Tesla is a manufacturer of factories and of course with Optimus the humanoid robot and all of the other automation that he's bringing into the ecosystem I do think it's more these are manufacturing oriented decision makers and he's in there if there's any artificial intelligence especially with the robot side of the business uh where we need him to focus is autonomous we think he is very diligently he believes that he'll will have he will have an autonomous taxi Network perhaps the next year we believe it'll be in 2024 um but the heavy lifting even there has been done the kinds of breakthroughs we've seen in artificial intelligence over the last just even six months um breakthroughs that we didn't expect for 10 years have happened in six months and I think it's making autonomous driving that much more possible again the people who want a very hard project in the AI space are working at Tesla this is the hardest project out there right now and I think they have the best and the brightest what are your thoughts on Kathy Woods interview and her expectations for Twitter under Elon Musk if you think the billionaire can fulfill his promise of free speech and neutrality on the platform let us know what you think in the comments section below also ensure you hit the like button subscribe to the channel and turn on post notifications for more videos like this thanks for watching
Comments 0