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JP모건 CEO 제이미 다이먼의 비트코인 비판(펫록, 자금세탁 언급)을 반박하며, 비트코인 시가총액 약 2조 달러와 네트워크 성장을 근거로 제시. 다이먼은 전통 금융 방어 입장이며 기존 은행 수익구조가 블록체인 기반 기술로 위협받는다고 설명. 래리 핑크(블랙록)는 자산운용 관점에서 암호화폐 ETF를 통해 성장 섹터 수혜를 노린다는 해석. 향후 금융 시스템의 탈중앙화 방향을 전제로 한 장기적 낙관론.
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this adaptation from Wall Street you see it say on the asset management side and by the way our friend VI ramaswami over at strive Asset Management they've had um they they're coming up with some Innovative products and he's actually pushing his state of Ohio to also back Bitcoin in different ways but not everybody's on board right and there's a difference between maybe the banks the financial institutions and the asset managers themselves when I say not everyone's on board I think about what Jamie Diamond told CBS News this past weekend let's take a listen to this because he he was a little critical there um I believe he he's equating Bitcoin to a pet rock watch said that uh it's as useless as a pet rock what do you really think you're going to have some kind of digital currency at one point so I'm not against crypto you know Bitcoin itself has no intrinsic value it's used heavily by sex traffickers money launderers ransomware so I I just don't feel great about Bitcoin I applaud your ability to want to buyer sell it just like I think you have the right to smoke but I don't think you should smoke since he h um is there dare I say an incentive for JP Morgan's CEO to be kind of hesitant on bitcoin and other cryptos yes there is I mean he's the uh basically runs the largest bank in the in the United States and he's the defender of the old system and the traditional Financial system and very clearly he views Bitcoin as a threat to traditional Banking and to JP Morgan and to um all the different ways that JP Morgan makes money through credit card lending and transactions and all of these uh areas of banking that are likely to be disrupted by technologies that build off of Bitcoin um you know I think it's getting a little bit a few years ago when he talked about pet rock or just money laundering this and that it's like it feels getting like it's getting a little tired you know we're at two trillion we're at two like there there's no intrinsic value there's two trillion dollars you know 16 years later there's two trillion dollars of market value associated with you know this digital form of money called Bitcoin and and you know we can still have the debate about you know but okay it's just ones and zeros you know that there's nothing backing the US dollar either it's also a um a convention a a shared belief um but the Bitcoin network is working and you know I think it's a little bit I mean he's obviously defending his position but it's it's it's just it's just getting a little stale because if any you know the direction of travel is clearly for this this this network to continue to grow and attract more capital and you know what I'm Amazed by Trump gets that Trump gets that and he's an older guy right so you could say oh it's generational but you know and and unfortunately the viewers that are watching CBS News tend to be kind of of the camp where they don't understand Bitcoin either and like I get it I I mean I hear from a lot of viewers here and I'm just like you know what I told my mom like she's a great example maybe back in SE I'm like Mom like you really really I don't understand Bitcoin I don't know what it and I'm like just just trust me cuz like the financial system is getting disrupted here and there's going to come a day when all the the kinds of things that exist say on the New York Stock Exchange are not going to exist because you're going to be able to do all of this electronically all via blockchain and so when I look at say maybe some of those memes that you know I don't love the memes I think to myself what if those were stocks that were being traded on these blockchains like what if the blockchains became like the exchanges or you know as you and I have talked about for example I'll use ethereum as as one um sort of case study ethereum where you don't need all the lawyers you don't need when it comes to derivative products you can basically write everything into the code so everything happens instantaneously cheaply boom you know it it it's there you don't need the JP Morgans with the whole sort of stale Financial system that they've built up to exist not unless they're willing to I guess you know keep Pace with things I kind of look at another one of Larry F's Ventures which is the Texas Stock Exchange and Texas being kind of a disruptor in and of itself just the state alone right d m with Texas might have a real opportunity there if they're willing to adapt some of these new technology IES and take us forward us is the financial capital of the world we want to continue being the financial capital of the world but I think part of that means changing and I think you know it's natural right like a JP Morgan is going to resist that yeah I mean it's this is disruptive technology um you know Larry thinkink he gets because of his foray into ESG I think he's perceived he's been vilified Dei and the ESG I don't think he'll ever live that down even though he wrote a letter saying you know it's over it's done yeah no he he earned that that that you know Badge Of Dishonor I I think in terms of you know to your point I mean he's not a banker right he doesn't represent the banking system he just manages money and so he's aligning himself with Trends in um you know where asset values are headed so he's going to get a you know through this through the the crypto ETFs he's going to get kind of a slice of the growth of that sector he doesn't really care about what happens to traditional banking that's not um you know so so you know they both kind of seem to represent old Wall Street but actually you know there's a there's a Nuance there and B is is on the side of uh decentralized finance and has you know because he knows that's where the world is headed right I mean he's not going to Hitch his he's not going to Hitch his wagon to uh the past
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