저자: CharlieMunger · 외국인
요약 보기
찰리 멍거는 암호화폐를 강하게 부정한다. 그는 암호화폐를 '크립토 쓰레기(crypto crap)'라 부르며 가치가 없고 해악만 크다고 주장한다. 그는 국가 통화가 인류 문명 발전에 가장 큰 기여를 했다고 보며, 이를 대체하려는 시도는 어리석다고 평가한다. 정부가 이를 허용한 것은 잘못이고, 중국이 금지한 결정이 옳았다고 말한다. 그는 자신이 암호화폐에 반대하는 입장에 대해 반대 논거를 제시할 수 없다고 말하며, 이를 합리적 논쟁의 대상이 아니라 명백히 잘못된 것으로 본다. 사회안전망 규모처럼 합리적 의견이 갈릴 수 있는 문제와는 구분한다. 도박 측면에서도 암호화폐는 하우스 승률이 큰 도박이며 사기까지 동반된다고 비판한다. 반면 소액을 친구와 거는 일상적 도박은 문제가 크지 않다고 본다. 비트코인·이더리움에 대해 공매도 경험을 묻자, 멍거는 평생 공매도를 세 번 했고 그중 하나는 통화 거래로 100만 달러를 벌었지만 마진콜로 매우 번거로웠다고 답한다. 두 암호화폐를 직접 공매도한 적은 없다. 가격 방향에 대한 구체적 예측이나 목표가는 언급하지 않았다. 특정 종목·지표에 대한 단기·중기 가격 방향 예측은 없고, 암호화폐 전반에 대한 장기적 부정적 견해만 확인된다.
다듬은 글
back to this question in a minute but that leads me to this question about crypto that Benjamin writes in he says in 2007 at the USC Law School Charlie said I'm not entitled to have an opinion on this subject unless I can State the arguments against my position better than the people who are supporting it the question is does this also apply to your Wall Street Journal article on Banning cryptocurrencies and if yes would you care to share the arguments against your position well I I I don't think there are good arguments against my position I think the people that oppose my position are idiots and and so I don't think there is a rational argument against my possession this is an incredible thing naturally people like to run gambling conceals where other people lose and the people who invented this cryptocrapo which is my name for it and sometimes I call it cryptocrabble and sometimes I call it crypto [ __ ] and it's just a ridiculous that anybody would buy this stuff yeah it isn't it you can think of hardly nothing on Earth has done more good to the human race than currency National currencies they were absolutely required to turn man from a goddamn successful ape yeah but motto modern successful humans in human civilization because it enabled all these convenient exchanges so if somebody says I'm going to create something that sort of replaces the national currency it's like saying I'm going to replace the National Air you know it's it's asinine it is it isn't even slightly stupid it's massively still but and and of course it's very dangerous and of course the governments were totally wrong to permit it and of course I'm not proud of my country for allowing this crap what I call the crypto [ __ ] to it's worthless it's no good it's crazy it'll do nothing but harm it's anti-social to allow it and the guy who made the correct decision on this is the Chinese leader the Chinese leader took one look at crypto [ __ ] and he says not in my China and boom Oh well there isn't any crypto [ __ ] in China he's right and we're wrong and there is no good argument on the other side I can't support so does that counter what you said back at you that you shouldn't have a position unless you would encounter I I do think you ought to be able you ought to be able to stay a lot of issues you ought to be how big should the social safety net be that's a place where reasonable Minds can disagree and you should be able to state the case on the other side about as well so in case you believe in but when you're dealing with something as awful as crypto [ __ ] you're you uh it's just unspeakable it's it's an absolute horror and and I'm ashamed of my country that so many people believe in this kind of crap and the government allows it to exist it is totally absolutely crazy stupid gambling with enormous house odds for the people on the other side and they cheat in addition to cheating in the betting you know it's just crazy so that is something there's only one correct answer for intelligent people there is just totally avoided and avoid all the people that are promoting it how do you feel about the gambling that took place at the Super Bowl and surrounding that and the legalized gambling taking place in this country at this point well it's not as bad as scripture ship I I I I don't think there's much harm in betting a modest amount you could afford to own a supermarket bowl game that that strikes me as free you know I'm clearly if you do it with a friend and not with a bookie and so I I don't I don't have the same feeling I I obviously don't think you should have a gambling compulsing door around begging against odds if you take all the money that I have bet against odds in my whole life I don't think it's more than a few thousand dollars Alan Shea writes in and he says if I'm all in favor everybody with the odds with the odds yeah Alan Shea writes no sure he says if Mr Munger thinks that Bitcoin and ethereum are rat poison has he ever profited by shorting them no I don't short I that isn't great I have made three short sales in my entire life and they're all more than 30 years ago and and and one was a currency and and there were two stock trades in the two stock trades I'm I made a big profit on one and made a big loss on the other and they canceled out and I and my currency bet I made a million dollars but it was a very irritating way to make a million dollars I I I I've stopped not worth the headache I guess well you can laugh but that but that's that's true it was irritating because you were worried well because I kept asking you for more margin I kept sending over treasury notes it was very unpleasant I made a profit in the end but I never wanted to do it again
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