저자: CathieWood/진행자AllinCrypto · 외국인
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법정화폐 약세(나이지리아 나이라 -50~60%, 이집트 -40%, 아르헨티나 평가절하)로 인해 비트코인이 안전자산 역할을 한다는 주장. 비트코인은 위험선호·위험회피 양쪽에서 움직인다고 봄. 미국 국가부채 지속불가능 경고(블룸버그 시뮬레이션 88%), 연준 금리인하 가능성 언급. 진행자는 알트코인 TOTAL2 역헤드앤숄더 패턴으로 3.7조 달러 목표를 제시하고, USDT 도미넌스 1.2% 가능성도 언급.
다듬은 글
good morning afternoon or evening ladies and gentlemen all in crypto here and welcome back guys for what is going to be another jam-packed daily cryptocurrency market update if you are new around here and finding yourself on my channel for the first time today don't forget to check out that subscribe button because we drop an update just like this one around 1 p.m.
UK time every single day to help you guys stay up to date with the latest and greatest things happening within the crypto space but also the broader markets and that's exactly what we're going to be doing in this video in fact we are going to be starting off with that in this video because what is happening outside of the crypto Space is really what is driving Bitcoin and we're actually going to be playing a clip of Kathy Wood who I don't think is the most timely of investors but I think she has some great ideas actually talking about what's going on right now with Bitcoin and the fact that it is offering a vessel of safety in a world where fat systems are proliferating at a a pretty unfathomable rate and of course we know in the US it's an issue in the UK it's an issue in the EU it's an issue but actually further a field um it is a massive issue she brings up comments in regards to Egypt Nigeria with the uh naira and what's currently going on there with 60% devaluation in Nigeria 40% devaluation in Egypt and the interesting thing about the points that she's going to raise and we're going to look at them is actually Larry think spoke about similar points he spoke about Bitcoin transcending other currencies due to its global nature now I'm very skeptical on the origins of Bitcoin and perhaps the real intent behind it due to my belief that the agenda that they want for us is a global one where they have ultimate control and the fact that Bitcoin is a Global Currency may fit in quite nicely with that but that is for an entirely different video so we're going to start there we're going to talk about what's currently going on with the F systems um and then we'll be relating things over to crypto crypto having a bit of a pullback right now it's totally normal totally healthy it really does help to subscribe to a channel like this and if you want to take your journey even further we had comments this morning in regards to how nice it was to be in a group of like-minded individuals that don't spread fear don't Spread spread fot and and and tell you honestly What's um potentially on the horizon and how things are looking you know this is just another day in the cryptocurrency market the pullback that we're seeing yes it seems brutal but youve failed to understand the nature of the Beast that you're dealing with in regards to altcoins we're going to be looking at the turtle 2 which is probably my favorite chart right now but to start off let's dive into this clip of claffy wood explain and we were debating it last couple of days uh about Bitcoin Joe be back in New York together you've seen it what do you think has happening I mean we saw we saw we saw Bitcoin get up to 7 something thousand drop down to $66,000 I was making the argument that it has been very tied to the NASDAQ it's been very tied to the markets and as a result it is more likely a function of liquidity and sort of speculation than it is a function of what the Federal Reserve is going to do even though the Federal Reserve is sort of been moving the markets what do you what what do you what's your analysis of why it's moved the we has okay up dramatically you have the ETFs there's something else going on around the world there are currency devaluations taking place that people are not talking about the Nigerian Nara is down 50 60% in the last nine months Egypt just devalued by 40% Argentina continuing to devalue I think this is a flight to safety believe it or not taking place a hedge against devaluation a hedge against a loss of purchasing power and wealth that's very important and we saw this even here last uh last year in the United States Regional Banks imploded Bitcoin went up 40% uh Bitcoin does not have counterparty risk I think and and we're putting out a piece in the next few weeks which is this is both get this a risk on asset and so you talk about the nasda the risk on but it is risk off I remember we got in at $250 when Greece was threatening to leave the Euro right but is that folks that are speculating about currency or is that folks in Nigeria and in Greece and other places saying I got to get my money out of this currency and and move it themselves do you see what I'm saying oh yes I think this is an insurance policy uh against uh Rogue regimes or against just horrible fiscal and monetary policies now I actually found that truly fascinating because Bitcoin is both risk on and risk off that's interesting well it is right it does well with risk on as it's kind of um a part of that liquidity remember we've done lots of videos on what we think is going to happen for Global liquidity but it is also risk off being in times of a crash or Panic where do people go you know certainly when their currencies are being uh debased you know Bitcoin does really provide a bit of a lighthouse I'm very skeptical it's almost like divine intervention and when things are too good to be true with Bitcoin how it perfectly came around in 2008 when we officially entered the communistic regime that we are currently under in regards to the fat systems um you know there's too much too good to be true things I think going on with Bitcoin but for now as a vessel as a safety it is indeed that and I do think they are going to Usher us onto a new global system I think cryptocurrencies play a role in that the question is is is it Bitcoin or are they going to take Bitcoin out and by the time they do that I have an alternative that is going to see all that liquidity flood into it it's a very interesting world that we're moving towards it's fascinating I mean I stumbled upon this space in 2012 got it serious as investor in 2017 early 2017 and it's like I've stumbled upon a treasure chest because crypto blockchain is at the convergence of most Industries in the world uh right now um so she's talking about is interesting we did show this in yesterday's video but not a lot of people picked up on it so this was a million simulations that were done and one verdict from the for the US economy came out debt danger ahead Bloomberg economics ran a million forecast simulations on the US debt Outlook 88% of them showed borrowing an unsustainable path uh and what debt right people don't understand that the fit systems are debt systems when money comes into existence it does that through borrowing okay and you have the money we've given you the mor we've given you your mortgage to go and buy the house we've paid the seller so that money is now out there but there's a other half of that which is the debt okay and when they proliferate debt they proliferate money because it's the thing that um backs the the the money if you will and and debt where it's currently at um is a a real path of growth this is why I actually think they're going to lower interest rates this was interesting from Lin Alden If the Fed keeps rates steady then Federal interest expenses will increase at $500 billion throughout the year if the FED Cuts rates by 1.5% then they will increase interest rate expenditures by 100 billion so it's a big drop down you know it's a it's a fifth of what it would be uh but if they do that they increase the risk for oil prices reaccelerating I did a video I'll I'll fly past oil in just a second because it's it's part of the kind of macro story remember one reason markets have been doing way really well is this is the amount of new treasuries we're at 2020 levels in terms of Treasury issuances and this is the nature of the proliferating system and why Bitcoin has came around just as the fit systems have started to snowball here's Bitcoin you know um it's divine esque I guess really in many regards and I'm not a Bitcoin Maxi I'm a blockchain maxi I'm a distributed Ledger Maxi um but I do think Bitcoin is truly amazing and has been nothing short of a success it's likely going to continue to be one for the reasons that we're speaking about today and the reasons that we highlighted in regards to uh Kathy Wood let's talk about um what's currently going on in the markets and this is my favorite chart this is a chart and please if I'm sure many of you guys that watch my channel also watch other channels let me know if you see other people highlighting totle 2 because I don't see it anywhere totle 2 is a total market cap excluding Bitcoin it's the altcoin market okay now before we ran into this level we were expecting it to react and play as a key level of significance that's formed a right armpit likely what is going to result in an inverse Head and Shoulders that is going to see the total two total Mar cap excluding Bitcoin go to $3.7 trillion there's nothing on healthy there's nothing worrying about what we're currently seeing here it's just forming just like we've called for so many others and actually many of them have actually gone on and made targets um we could give you a million one um calls that we've made identifying this exact plan that have gone on not only gone on but pretty much perfectly made their targets before having some sort of a sustained pullback perhaps um so we are very much expecting this to play out this gives me that kind of sigh of relief you know if you're just focused on altcoins and Twitter and YouTube ding-dongs you're in trouble when it comes to this space you're going to make your life really hard because you're just going to get sucked into the emotional um motions of things and you shouldn't you know you should have a broader plan you should have a broader Feast you should understand your broader macro Outlook you should have a technical Outlook and if you do have that you'll sail across the seas a lot smoother and that's what we try try do here at all in crypto so this is an important chart really the main chart that I wanted to show today um because this is very much just setting up exactly as planned and if it was doing something unplanned then that's where you need to worry and actually the flip side of this perhaps or a good uh kind of wink or nudge that we're going to get this is actually usdt dominance now this was actually found by a Community member of mine um it's the beautiful thing about having a community is I am one man one individual um it is you know I can't keep of everything but when you have a community of people that are all working towards the same goals that all want to do well out of this Market you know things get picked up that I miss and I always give shout outs to individuals that do that this essentially is likely going to be an inverse Head and Shoulders it's going to see usdt dominance go to 1.2% well that's only going to happen in a bullish environment again we've just shown you total two they're basically the adversary charts uh and then we've got broader thes on the dollar and things like that remember Friday's um non Farm payroll which is going to be extremely interesting so that is really what I've got for you guys bit of an interesting one talking perhaps more philosophically about Bitcoin and why it's been a success and why it's important why it's needed and what's going on and the great game is all about the fit systems and the proliferation of them which is attacks on everyone it's how they keep everybody equally or continuously sliding down a greased pole um is uh probably the right way to put it uh and this channel was founded to actually help people put some sound on their hand so they can climb that pole a lot easier um you know in regards to the fin natur needle in your life and and and and you know whether you like it or not money is is in many regards directly correlated with freedom uh and choice um and that makes it very powerful it's why Bitcoin came about to challenge the people that have control over that and say no no no we're going to offer an alternative system where you don't have to trust me you can trust the system and it's decentralized and Global and and and you know there's a whole industry that's spawned out that so that's really what I've got for you guys I'm wishing you all a wonderful Thursday and on that note I look forward to seeing you all in the next one thanks a lot for watching see you in the next
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