저자: MaxKeiser · 외국인
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결론: 비트코인이 금을 대체하는 안전자산이 되며 금 가격도 부채 해소 과정에서 크게 오를 것이라는 주장. 비트코인 가격 전망: 코인당 10만 달러가 1차 목표이며, 이는 전체 시가총액 기준 금과 비교 가능한 수준(약 7조 달러 평가 목표)으로 이어질 것이라고 봄. 지금 매도할 이유는 없다는 입장. 금과 비트코인 비교: 금 가격은 달러 강세를 지키려는 세력의 공매도(네이키드 숏셀링) 때문에 수년간 눌려 있었다고 주장. 비트코인이 월가 구조를 무너뜨리면 금 가격 억제 장치도 사라져 금이 자유롭게 오를 것이라고 봄. 금 가격 전망: 금 차트는 부채 증가 추세를 따라가야 하며, 약 7년 전 연결이 끊긴 뒤 평평해졌으므로 정상화하면 4,000~5,000달러 범위가 가능하다고 언급(수치 재확인 안 했다고 밝힘). Jim Rickards 인용: 그는 세계 부채 청산을 위해 금 1온스 1만 달러가 필요하다고 주장했으나, 이는 1930~50년대식 금본위 논리라고 비판. 같은 논리를 비트코인에 대입하면 개당 수백만 달러까지 가능하다고 주장. 개념 제시: '하이퍼 비트코인화(hyperbitcoinization)'와 '비트코인 블랙홀' 개념을 제시하며, 법정화폐와 채권·주식 자금이 비트코인으로 빨려 들어가고 달러는 비트코인 대비 하이퍼인플레이션 붕괴 상태라고 주장. 위기가 이미 진행 중이라고 봄. 안전자산 평가: 비트코인은 희소성·대체가능성·이동성·선호도 등 금의 네 가지 핵심 특성을 갖추었고 여기에 경제 구조 변혁 기능까지 더해 금보다 우월하다고 평가. 리스크/조건: 언급된 조건은 월가 구조 붕괴 및 법정화폐 위기 진행이며, 구체적 손절·기간 조건은 없음. 출연자 전망은 장기적으로 강세.
다듬은 글
where's it headed for you well I think the first major stop will be a hundred thousand per coin that'll take it into the realm of being as a percentage of gold in terms of the evaluation will you know be up in the you know above the trillion dollar valuation goal is roughly seven trillion dollar and valuation total I think we're gonna we're gonna get up there start a challenging gold in the valuation side so you wouldn't sell any right now no no no okay let's compare it to gold because people love pitting these two together yeah use an erisa piece said that bitcoin is like Moses for gold right how so okay thanks for bringing that up this is right I think the contention between the gold community and the Bitcoin community is should not be there right they are working they should be working can't we all just get along well I can initially the gold people hated Bitcoin and then they've been on coming over one by one you know Royce a bag over a gold money a good friend of mine he's coming over to the finally the space right and you know he's not got crypto offering on on gold money he said he's doing more crypto per day than gold it's eclipse of this gold business but here's what I mean by that in other words why is gold been in such a slump for so many years and there's a huge body of evidence to suggest that it's being held down by the forces that would love to keep fiat money in place on the dollar strong they tend to attack gold and silver in the markets with a lot of short selling and a lot of naked short selling and this has been fully documented and they have been keeping the price down and because gold is a threat to the dollar okay so is the Bitcoin however there is nothing in place to do what they do to gold with Bitcoin so my point is this that if bitcoin succeeds in killing Wall Street in a way that whole machinery to keep the price of gold down will evaporate and the price of gold to be free to rise you know like Patrick Byrne over at overstock.com who was a victim of naked short-selling who fought naked short-selling for years he is vengeance he's starting a platform called zero so it's settlement date zero which is going to totally kill all the back-office bloated fee structures of Wall Street and that is great for gold because you want to get rid of all the machinery that's keeping the price of gold down where could you see gold headed if if this were no I think gold you know the chart on gold if you look at it it should in maps the growth of debt and that that relationship was severed about seven years ago where it suddenly gold started going flat you know entered this bear market but the debt kept growing at this you know 45-degree angle so if you gold should at least be back to where it should be - all this manipulation so that would imply a gold price I think I haven't checked my numbers recently but at least four thousand five thousand somewhere in that range you also brought Jim Rickards into them in a tweet you said you know he says the gold needs to get to ten thousand to clear global debt you said substitute that with Bitcoin yeah what Rickerson is the biggest nemesis in the Bitcoin and the gold bug in this space and we know we keep it friendly our debates but you know underneath it there's a lot of tension there because he realizes his whole worldview is being crushed and that you know bitcoin is about to kill everything he believes in and holds sacred he makes the point that the world debt level is in the multi hundred trillion level that the way to clear this debt you go back to what's been done many times before you go back to a gold standard I remember the Bretton Woods Agreement and they had to wreak architecting global currency grid and they brought the dollars back my gold and there's this historic relationship between gold and world trade and he says that the way to clear this debt essentially you'd have to raise the price of gold and you'd have to make things again reserve backed by gold and that this would in bring in the inflation that's needed to you know stop this horrible deflation that's going on and that when you bring these two forces together you're talking about a ten thousand dollar per ounce price of gold okay it makes a lot of sense analytically that would be great if we were living you know in the 1930s or 40s or 50s you know as Jim seems to be stuck in that period he hasn't seemed to cross over into the 25 tree nice place but so I'm saying using that logic if you were to clear everything in Bitcoin you come up with a multi-million dollar price per Bitcoin so there's a two concepts I want to bring to your attention one it's called hyper Bitcoin ization the other one's called a Bitcoin blackhole so the Bitcoin Blackhall is that the Bitcoin is sucking in all these horrible fiat money stocks bonds securities it's it's it's drawing cash out of all of these all of these fiat based and in fact the US dollar is in a hyperinflationary collapse against Bitcoin as we speak but Richert said that we're gonna see how Bitcoin performs in a crisis he made that statement the crisis is right now and is performing today brilliantly the crisis is that the fiat money is collapsing that's the crisis Jim during the crisis that you predicted it's happening right now so for you Bitcoin has replaced gold as trumpeting there's trumpet playing it's like the trumpets of Gabriel I mean call the way city construction wax apologized for it but so is Bitcoin replace gold as a safe haven for you Bitcoin is equal to gold as a safe haven without any question and you can make the argument that it is superior to gold it fulfills the four major characteristics of gold that both Isaac Newton and Aristotle believed Gorky for a reserve currency it has scarcity fungibility Portability and desirability it has all those things and not on that but it also has something added which is that it's transforming the very nature of economics itself by bringing into what's going on here it's like a Ouija board oh my god what it was so much fun we got to cut it off there but I appreciate you joining us thank you so much Daniel my pleasure help you get again soon yes and thank you for watching we'll have more for you so be sure to stay tuned in to kick accom you
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