Marc Faber: Most Money the Fed Prints ends up in Cryptocurrencies | BITCOIN | ETHEREUM | RIPPLE |

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결론: 비트코인은 공급이 제한돼 장기적으로 상승 가능성이 있지만, 암호화폐 시장 전체는 경쟁 코인이 무제한이라 표준이 될지 확신할 수 없다. 암호화폐 시장 배경: 진행자는 암호화폐가 귀금속의 역할을 대체했는지 질문했고, 페이버는 연준이 찍어낸 돈의 대부분이 결국 암호화폐 투기로 흘러간다고 봤다. 에너지 소비 문제: 암호화폐가 실물경제에 실질적 효과가 있다면 도움이 될 수 있으나, 현재는 에너지 소비가 매우 커서 경제에 긍정적이기보다 부정적이라고 평가했다. 투기성 자산 흐름: 자금이 게임스탑, AMC 등 밈 주식과 암호화폐에 몰리는 현상을 짚었다. 비트코인 공급 논리: 비트코인 총 공급은 약 2,200만 개로 제한되어 있어 장기적으로 가격이 오를 것으로 본다는 견해를 밝혔다. 공급 제한의 한계: 피카소 그림의 비유를 들어, 공급이 고정돼도 시장에 나오는 물량과 경쟁 작품(경쟁 코인)의 수는 변동될 수 있다고 지적했다. 경쟁 코인은 제한이 없다는 점이 리스크다. 표준화 문제: USB 포트처럼 하나의 표준이 자리 잡을 수 있으나 그것이 비트코인일지는 확실하지 않다고 답했다. 출연자 전망: 페이버는 비트코인의 장기 상승을 조심스럽게 보면서도 표준 코인 여부에는 유보적이다. 단기(1~3개월) 방향에 대한 명확한 발언은 없다.

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01. hey everybody this is blake morrow with trader summit and with me today is stelios contagulis summit and we have the one and only mark faber editor and publisher of the bloom boom and doom report mark i'm such a big fan and i know stelios is as well we're so glad absolutely yeah so mark i i appreciate all your all your um commentary on the bond market in rates and inflation but i want to shift gears a little bit to crypto currencies because that's obviously been where the action's been at in the markets everybody's talking about crypto and i i'm sure you have an opinion about a cryptos b have they you know taken the the mantle from gold and silver and other precious metals or how's their relationship towards or is it the same or is it even different and what's your view on crypto the cryptocurrency uh market in general well what you said is of course absolutely correct and the fed geniuses they never thought for a minute in the last 20 years that of all the money they print most ends up in cryptocurrency speculation if cryptos had a real economic impact i would say okay it helps the economy in one way or the other but this is not yet the case in fact the energy consumption is so high that it's rather negative for the economy than positive but anyway it's interesting that you bring up the point that the money focuses on cryptocurrencies which i agree it focuses on gamestop costs amc and other speculative meme stocks in america and on cryptos now we have among cryptos bitcoins and bitcoins as we all know the supply is limited to around 22 million coins and it won't go up so uh in the long run i suppose that bitcoin should go up now the question is we may say the supply of bitcoin is the total supply is say 22 million so we have picasso paintings we know we have maybe 500 picasso paintings in the world i don't know whether more or less but it's a constant figure whereby there is some wear and tear because from time to time one picasso burns in a house fire or in a museum fire and so but the supply is fixed but what is not fixed is how many roscos will come to the market and how many other painters will sell their ware in the marketplace so in other words it's like bitcoin the supply is limited but the number of competing uh cryptos is not limited yeah there are five thousand years assume you know we have usb ports this is a standard worldwide you can go to japan you can plug in a usb port you can go to latin america america and europe that works also most plugs that they nowadays are quite standardized of course the us has still a different system but uh but in general it's standardized and i think the standard of cryptos will be bitcoin could be but we are not sure we're not sure about that