저자: RobinSpeziale · 외국인
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2019년 연간 Top 15 아이디어를 공개하는 영상으로, 발표자는 Patreon 유료 회원에게만 전체 종목을 제공한다고 밝힘. 1월 기준 15개 종목 평균 수익률이 약 15%이며 그중 하나는 50% 이상 올랐다고 주장. 비트코인에 대해서는 2018년 초 2,000달러 부근 고점을 버블로 보고 지난해 발언이 맞았다고 강조. 이후 2만 달러에서 약 3,000달러까지 폭락했고 현재 약 3,000~4,500달러 박스권이라고 설명. 발표자는 대부분의 알트코인은 회복하지 못할 것으로 보며, 비트코인은 반등할 것이라고 전망. 근거로는 기관(연기금·헤지펀드·패밀리오피스)이 약세장에서 비트코인을 매집 중이라는 추측과, UBS 보고서 기반 패밀리오피스 자산 배분(주식 20%, 부동산 18%, 채권 16% 등; 암호화폐 항목 없음)을 제시. 비트코인의 탈중앙성, 비인플레이션(총량 2,100만 개 제한), 중개자 부재를 장점으로 꼽음. 장기적으로 비트코인 가격이 극단적으로 상승할 수 있다는 이론도 언급하며 미국 소매 보급 확대 가능성을 제시. 본인이 비트코인과 이더리움을 매수해 왔다고 밝힘. 개별 주식 종목 중 명시적 단기 방향 예측은 뚜렷하지 않음. 영상 말미에는 코인베이스 가입 추천 링크(10달러 비트코인 제공) 등 홍보성 내용이 포함됨.
다듬은 글
hey guys it's that time of the year again at the beginning of each year starting in 2018 I've released my top 15 ideas for the year last year I released my top 2018 ideas and you can find those actually for free online if you type in Robin speciality in Google+ 2018 best ideas and for this year 2019 I've done the same I've released my top 15 ideas for 2019 but I've released them exclusively for my new patreon members of which there's over 80 members now on patreon.com slash Robin speciali and is currently for this year through through January I haven't looked at through February yet and the month is about to close but I'm up 15% among those 15 stocks one of the stocks was up above 50% it's a small cap stock and you can learn more I'll leave the link in the description to this video but if you go to Google type in Robin speciali patreon it's not just my top 15 ideas that I share with everybody but you know I give my book away for free if you become a member you get all of my ebooks for free I include audio interviews with top investors brand new interviews that are exclusive just for patreon members and there's a lot more you can check out and on patreon I've also thrown in a lottery ticket idea for 2019 and beyond not just for 2019 but Bitcoin okay so blog people call me crazy like Robin and why all of a sudden are you believing in cryptocurrency but this is just focused on really on Bitcoin and aetherium I haven't really looked outside of this universe I don't really care to at this point that doesn't mean that Bitcoin is going to go to the moon but some some readers will remember that in last year's 2008 18 ideas newsletter actually said that bitcoins parabolic run up to two thousand US dollars per one Bitcoin and the entire cryptocurrency market had gotta be a bubble and I was right a month or two after I wrote that Bitcoin was in a bubble at twenty thousand dollars US per Bitcoin it crashed and from twenty thousand Bitcoin went all the way down to right around three thousand dollars per Bitcoin and the pop was large epic coin lost eighty five percent of its value but it's done that I think about two to three times before in the past so just go through these cycles these bubble cycles it's currently still in a bear market and I was I was buying Bitcoin actually through December January now through February and as Bitcoin is hovered between they can write around 3,000 to 4,000 to 4,500 it's it's hovered around there and most of the other crypto coins out there like 99% of them I don't think we'll ever rebound it's a lot like what happened in the 2000 year 2000 Dom bubble where he had you know stock issues like pets calm and there is just just so many different tech IPOs in the year 2000 and I just you don't hear about anymore the businesses are gone but you know there were those few like Amazon that was born in late 90s and IPO then that crashed with the dot-com bust but then has gone on to become you know one of the most valuable companies ever in the world so not only that I do think that that Bitcoin will rebound and I think that there is there's value in Bitcoin which will explain a little bit later but I also have a hunch that excuse me that some institutions pensions hedge funds and family offices are now accumulating Bitcoin during this bear aspera market it's impossible to ignore now they won't want to miss the next rally I've been miss the rallies before there were as you know pessimistic as I was and they really don't want to miss the next rally and I think that they'll help in actually fulfilling I was like a self fulfilling next rally and they probably are you know acquiring a direct stake and cryptocurrency specifically a Bitcoin may be some aetherium as I have done and these can potentially be hedges in a portfolio in the future it definitely is a possibility I was reading the latest edition of The Economist now this is about a month or two ago and The Economist featured a UBS Campton report which surveyed 311 family offices and they surveyed these 300 family offices between February and May 2018 and they showed the asset breakdown on average and so about 28% of these offices family offices which had significant investments 20% was in equities 18% was in property 16% was in bonds 14% was direct investment so private equity 7.6 percent was in private equity funds 7% was in cash 5.7 percent was in hedge funds 3.4 percent was in commodities and then at the end of the article I got to thinking what about crypto currencies like maybe that is soon maybe you know all these funds and pensions and whatnot and even doers have investors they might want Bitcoin in their portfolio to at least be a hedge but I think there's a lot more to Bitcoin and just that there's a lot to like about it bitcoin is decentralized meaning that you know you don't have a central bank printing Bitcoin as you do with US currency or other currencies around the world and so there's no central power secondly bitcoin is non-inflationary when you do print more US dollars you create inflation in the system the more you do print and you can get to you know states in which like for example a Zimbabwe where you have an almost worthless currency after so much printing and so Bitcoin is actually deflationary because now the amount of Bitcoin I believe it's capped at 21 million I think around there Bitcoin can never be in existence and that's divisible by Satoshi is even further than that and some people have a theory that satoshis well the equilibrium price might eventually become one US penny per Satoshi and that would effectively make each one Bitcoin worth a million dollars like that sounds crazy today I'm not gonna discount anything there's lots of theories but and the third third thing here is that there's no middleman for Bitcoin there's no financial institution taking a cut of a like an e transfer for example I really wouldn't be surprised to even see Bitcoin accepted one day at you know places like McDonald's and you know through breeds and other retailers in the future and maybe everywhere apparently eight percent of Americans currently have a crypto currency wallet based on a survey I think that was done last year and that's expected to grow - who knows like a bit might be you know possibly adoption will be you know eighty ninety a hundred percent you know the next 10 to 20 years imagine a global trusted cryptocurrency that can be used anywhere by everyone and not only that but a global currency like Bitcoin could potentially level the playing field they could bring someone who didn't have access to goods because their currency is worthless they could then start buying goods with Bitcoin and being the same level as many others in the world so it it definitely is interest like in theory it's quite interesting okay so I maybe I was drinking too much rum and eggnog when I added Bitcoin as my bonus idea of my top 15 ideas for 2019 and beyond but if you are intrigued at all and want to dabble in a cryptocurrency in Bitcoin you can you can use a link where you can get $10 u.s.
Bitcoin for free on coin base so they give you just type in Bitcoin Robbin speciale you'll find a post with me on Google and you can grab that at $10 then again go to patreon.com/scishow up in speciali if you want all of my top 15 ideas for 2019 they're about 15% through January and I believe they will be higher through February 2019 when I when I run the stats if you have any questions you can email me our speciali gmail.com thanks for listening guys have investing in warm regards toxin
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