저자: BillAckman · 외국인
요약 보기
영상은 Bill Ackman의 비트코인 관련 X 발언(비트코인 가격 상승→채굴 증가→에너지 가격 급등→경제 붕괴 주장)을 비판하는 내용. 진행자는 평균 전기요금이 2022~2023년 사이 거의 변하지 않았다는 점, 반감기 구조, 재생에너지·가스 플레어링 활용 등을 근거로 반박. 또한 Ackman이 비트코인을 헤지펀드에 편입할 가능성과 기관 채택 흐름(마이크로스트래티지, 블랙록 ETF)을 언급하며 늦으면 손해라는 취지로 마무리.
다듬은 글
so um let me try to figure out what we're going to talk about today um there it is right there billionaire head hedge fund manager or fun Bill Amman moles Bitcoin another one here's another one like DJ khet another one here he is another person who doesn't comprehend Bitcoin or the cryptocurrency industry let's go into this article written by coind Des yesterday Bill Amman look at him don't forget that face because he doesn't understand Bitcoin yet but one of the good things about social media is that it gives people the ability to teach him to maybe clear his mentality as to what Bitcoin is now according to the article persing Square Capital manage management founder and CEO bill turned some of his attention to bitcoin on Saturday afternoon teally suggesting a scenario all right in which the price for the world's largest crypto could soar far higher than anyone might imagine yes I mean we already know price predictions out there people saying $100,000 by the end of the year some people saying $300,000 people even have price prediction of Bitcoin one Bitcoin hitting $1 million quote bitcoin price rise leads to increased Mining and greater energy use this is Bill talking all right so off of that couple of words that I've just said it lets you know that he doesn't understand Bitcoin or the market dynamics of mining Bitcoin bitcoin price rise leads to increased Mining and greater energy use driving up the cost of energy really causing inflation to rise really and the dollar took a decline really driving demand for Bitcoin and increased mining driving demand for Bitcoin and increased mining driving demand for energy and the cycle continues this is what Bill said in a post on X here's the post right here right here on Twitter this is that social media platform that gives everyone an opportunity to teach this man what he don't know Bitcoin goes to Infinity Energy prices Skyrocket and the economy collapses I mean collapses should I maybe I should buy some Bitcoin Bitcoin goes to Infinity Energy prices Skyrocket and the economy collapses is that what he thinks Bitcoin is going to do are are you serious you think mining Bitcoin is going to cause energy price to Skyrocket maybe he doesn't know about renewable energy maybe he doesn't know that some Bitcoin mining Farms are connected to water generation of electricity wind turbines solar power energy like the energy sources that are renewable so Energy prices won't Skyrocket that that's just the base necessity of what these Bitcoin miners are trying to do they understand that the consumption of energy just to my Bitcoin at times can be expensive but he's thinking as Bitcoin continues to increase its value that energy price will also increase in value and then that's going to make the economy collapse because Energy prices are too expensive because everything runs off of energy the average price this is a community note this is somebody fat checking and putting him on blast like look hold on you you you Tweeting this stuff out but let me add a a little more context to hopefully teach you something Bill the average price of electricity in the US all sectors is virtually unchanged at 12.4 kwatt per hour in 2022 and 12.4.1 kilowatt per hour in 2023 so it didn't really change you saw a minimal increase in energy the average price of energy but bitcoin's price is skyrocketing right now so he's saying bitcoin's price goes to Infinity here it is let's take this on the six month chart from year to year he's saying that price goes to Infinity energy price is to Skyrocket but somebody fat checked them and said it doesn't on average from 2022 to 2023 it just went up a little bit bitcoin's miny difficulty mitigates gaming the system through increased electricity usage H somebody also tweeted out bill it's great that you are thinking about Bitcoin a couple of points though the rate of new Bitcoin entering the market through mining drops by 50% every four years yes this is the having event that happens every four years and in approximately 12 years the rate will be effectively zero at that time Bitcoin will largely run on transaction fees that users pay on the network there are new layers built on top of Bitcoin called Bitcoin L2 layer twos that users will use for Bitcoin payments these layers don't cost energy and effectively absorb traffic from layer 1 to layer 2 two only the most important transactions need to be on bitcoin layer one facts one and two above put the natural limit both on newly Meed Bitcoin and on total payments traffic on bitcoin layer one Bitcoin energy consumption needs to be high enough that is not easy for any single actor to attack the network but that high enough number is not infinitely most importantly Bitcoin is driving inovation in the energy sector and putting latent wasted energy to work ineffective processes like gas flaring can be replaced by Bitcoin mining and that's already happening amongst other things Bitcoin helps balance the electricity grin you should think of Bitcoin as a free market solution that makes the energy sector more efficient more Innovative and more economically friendly wow that's a lot of teaching points for Bill hopefully he read that tweet this is what somebody dropped an emoji on Bill akan that's not how this works Bill Bitcoin goes to Infinity is not going to increase energy prices and it's not going to crash the economy that's not how this works bill this is what Maddie sent out to him about 15 hours ago get it correct bill that's what mad he's trying to tell him here we go Michael sailor even chimed in with a tweet you should buy some Bitcoin but not for the reason cited above most Bitcoin miners are driving the cost of electricity down for other consumers not up let me know if you would like to discuss 101 he's a big proponent of Bitcoin Michael sailor so if anyone's willing to tease bill it would be him and he will probably make Bill a Bitcoin Maxi somebody else tweeted out that's not quite how mining works but you reached the right conclusion maybe somebody else tweeted out look at that may I interest you in buying some ftt2 then they reposted a tweet that bill did in regards to Sam bman freed call me crazy but I think SBF is telling the truth I think he might be crazy and he is crazy to think that Bitcoin mining is going to increase energy consumption all because price is going up higher so you guys tell me what do you think do you think Bill will eventually come on board with the cryptocurrency space of Bitcoin I think they said I read an article to where he kind of delve into a couple of small cryptocurrency projects but do you think that if Michael saor was to talk to him do you think he will buy Bitcoin to hold within his hedge fund wouldn't that be crazy we got Michael sailor buying Bitcoin using it as a treasury asset treasury Reserve asset for micro strategy you got Black Rock who is massively buying Bitcoin with their Bitcoin ETF wouldn't it be crazy if Bill amme want to send out a tweet saying that his H fund is now going to hold Bitcoin like you're seeing the wealth being transferred to that old cash society that Fiat monetary system over into cryptocurrency over into Bitcoin we're seeing the transition right now this is the history that is being fermented that is being created that your kids will read back on and said man I wonder if my parents did not see this I wonder if my parents did not take advantage of this situation because now is the time the wealth is transferring is moving the money is moving and we have all of these situations right now that is telling you that the rich the wealthy is seeing the value of cryptocurrency in Bitcoin it took them this long and eventually more and more and more and more will come on board those who get in first gets the best seat though so the longer that bill Waits the less he'll make the less wealth he will have for him and his hedge fund give me your thoughts make sure you maintain the profitability and as always trade different
Comments 0