저자: KathyWood · 외국인
요약 보기
ARK CEO 캐시 우드는 비트코인 장기 목표가 150만 달러(2030년)를 재확인하며 현재는 리스크오프 국면이나 온체인 분석상 4년 사이클 중반의 강세장으로 본다. 미국 규제 완화와 전략적 비트코인 비축이 기관 편입을 촉진한다고 주장한다. 금리는 인플레이션 둔화(True Inflation 1.65%)를 근거로 올해 2~3회 이상 인하 가능성을 언급한다. 단기적으로 연말 20만 달러 가능성을 거론하나 경기 불확실성으로 억눌려 있다고 본다. 밈코인은 가치가 소멸할 가능성이 크며 비트코인·이더리움·솔라나 중심 투자를 권한다.
다듬은 글
you know when we hear Larry think of Black Rock saying he wants to tokenize everything uh you know it's big because it takes a lot to move the needle at at Black Rock Kathy Wood the CEO of Ark invest just shared an insane theory reaffirming that she still thinks Bitcoin hits 1.5 million in 5 years smash the like button if you're worried about bitcoin's price sitting at 80k right now listen to this I want to start right with Bitcoin and what you see as the outlook for bitcoin's price in recent weeks you've come out and said $1.5 million per Bitcoin by the year 2030 since then though we've seen quite a few outflows we've seen a lot of volatility chali just went through that is that still your view 1.5 million by 2030 yes it is our view I think right now we're in a risk-off period generally and if you've been watching Bitcoin it's almost been a leader in terms of risk on riskof so I think that's what we're seeing if you look at our onchain analytics what you will see is that uh we are uh in the middle of uh a little bit more than halfway through a four-year cycle we think uh we're still in a bull market and uh we believe that the uh deregulation that we're seeing here in the United States is um is going to be very important to institutions moving into this new asset class asset allocators have to have a point of view on this new asset class and uh we think uh by putting it in portfolios risk adjusted returns for the entire portfolio will go up hey altcoin Daily Nation you need to sign up for the Bitcoin reward credit card by our partner fold you spend USD on credit and stack real Bitcoin with every purchase reserve your spot today only so many weightless spots are being accepted This Is Us only this is the most baller way to stack Bitcoin you whip out this nice metal fold credit card and you earn real Bitcoin this is better than AMX this is better than Capital 1 use my link below and get on the wait list immediately so why is Arc invest so confident that Bitcoin is such a good BuyRight here see she understands what you and subscribers to this channel understand three big Ideas number one the United States government is going to continue buying as much Bitcoin as they can in a cost neutral way boines Trump's executive director of digital assets says we want to get as much as we can well you know we we delivered on the president's promises that he made on the campaign Trail uh you know the president was adamant about creating the S spr we wanted to make sure that we did it right in a way that respected Bitcoin for being so unique um and also gave Credence to Innovation and other spaces of the digital asset world so you know for us here we look at Bitcoin it's not a security it's commodity it has intrinsic stored value it's traditionally accepted it has as David likes to describe the Immaculate Conception there's no issuer and you know that's why as you saw in the executive order we compared this um to digital gold it's something that's imperative for the United States to have retain uh continue to build on and I think that's worth pointing out that you know the way that this is constructed we talked about ways of acquiring uh more Bitcoin in budget neutral ways that won't cost the taxpayer a dime and what I like to say about this President I think um it's it's high time that our president started accumulating assets for the American people which is what president Trump is doing rather than taking it away U and I think that's one thing that we want really wanted to make clear in this executive order and we're looking forward to working with our partners at treasury um and our and Secretary of Commerce uh in order to to find those budget neutral ways in which we can acquire more you know I've been asked all the time it's like how much do you want I said well that's like asking a country how much gold do you want right I mean as much as we can get number two Bitcoin sitting at these price levels with such a bullish macro backdrop is a historic entry point basically what Michael sailor explains right here I don't think most people understand this this is kind of historic entry point because all of the risk has been stripped off the asset like you pretty much know wall Street's going to embrace it the US government's going to embrace it and Banks and the US going to EMB embrace it which means that all the other banks will embrace it you already know all those things and yet the market is really skittish based upon uh concerns about uh tariffs you know this the disposition of the US economy the interest straightforward graph and so you see the interest rates have pulled in 30 40 50 basis points and and we're in this uh in this uh macro risk off Zone when that flips I think Bitcoin will rip forward with a Vengeance number three Fed rate Cuts everybody is projecting that the FED is not going going to cut rates they're going to continue quantitative tightening is what everybody's thinking about right now and while the FED might not cut rates tomorrow Arvest actually thinks that the FED Cuts rates more than most people think this year this was interesting to me what do you see as the rate path for this year the Federal Reserve kicking off its two-day policy meeting today we're going to hear from Jay Powell tomorrow how many rate Cuts do you see happening this year Kathy uh well we tend not to be very shortterm in our our Focus but if we're right and inflation is going to surprise on the low side of expectations uh we wouldn't be surprised to see two or three Cuts now if you look at an indicator called true inflation it's probably the broadest measure of inflation out there it is saying uh inflation is down to 1.65% well below where the FED is uh pinning it at roughly the cpi's 2.8% uh and we believe that the combination of actually food prices have started coming down even egg prices have started to collapse as a matter of fact gasoline prices are coming down we're seeing some rent prices coming down so we think inflation is going to surprise on the low side of expectations for those reasons and because uh Innovation is inherently deflationary and our five Innovation platforms are all driving different kinds of deflation good deflation which will CA unit growth but deflation nonetheless so we think the FED is going to have many more degrees of freedom in the second half of this year than most uh people think it could we could see more than the number I just suggested two to three that'ss see what most people failed to understand is Bitcoin could easily still hit $200,000 by the end of this year and this isn't just according to Kathy Wood or me Matt Hogan the CIO of bitwise says he's pretty sure Bitcoin hits 50,000 if not 200,000 plus by the end of this year there's the Strategic Bitcoin Reserve there's the SEC pulling back on essentially every lawsuit there's progress on stable coin legislation there's talk of Market structure legislation there was the White House crypto Summit these are gamechanging positive developments that should put Bitcoin trading at $150 or $200,000 today it's been suppressed because in the short term this overhang of the economic uncertainty is Weighing on the markets I think if that is released we're at new all-time highs quickly and we're on our way to where I think we'll be at the end of the year which is Bitcoin 200,000 if we get to Wednesday's meeting and it looks like we're not going to see much relief from the government here in the United States what happens if sort of the tough parent stiff upper lip thing um I think it's going to be more Market uncertainty you could see Bitcoin go back to you know 72,000 to its previous all-time highs I don't think there's side really below that I think there's a great deal of support right there and overall there is a lot of risk in crypto many coins will fail many coins will succeed if you want to mitigate risk just buy Bitcoin ethereum and salana at least according to Kathy Wood she says these are her top three make sure you subscribe to altcoin daily for daily crypto videos just like this listen to her talk about how she focuses on bitcoin ethereum and salana you tell me if you agree with this Kathy even some of the people who believe most firmly in the crypto story here they are still worried about those meme coins and a lot of retail investors being stuck holding the bag and another thing that's happening at the same time is you have a lot of exchanges looking to loosen their listing standards do you worry that this could go too far that too many coins that are going to hurt retail investors ultimately will be listed on too many exchanges well I think that the SEC uh did a very important thing in declaring these meme coins not Securities what they essentially were saying is we are not going to regulate them and it's buyer beware and so if I have one message for those listening who are buying mean coins buyer beware uh and I think the message is loud and clear from The Regulators what we think will happen is there will be some fearsome declines in the prices of some of these meme assets and you know there's nothing like losing money uh for people to learn and they'll learn that the SEC and Regulators are not taking responsibility for these meme coins buyer beware of what specifically because you did say that you believe that there are only certain crypto assets that will gain the most spoils what do buyers need to be aware of uh that the millions of meme coins will probably end up worthless so uh when we're talking about the big three we're talking about Bitcoin ethereum salana uh the use cases for those are multiplying and uh we think they're going to become very important in the years ahead meme coins not so
Comments 0