저자: DreLou · 외국인
요약 보기
비트코인 현물 ETF 승인이 임박했고 기관(블랙록·피델리티·ARK)이 이를 준비 중이라는 주장. 결론: 진행자는 비트코인 장기 강세를 낙관하며, 기관 참여 확대를 근거로 들었다. 기관 준비 주장: 래리 핑크(블랙록), 피델리티, 캐시 우드(ARK)가 여러 ETF를 동시에 승인받을 것에 대비하고 있다고 해석했다. 안전자산 논리: 래리 핑크가 CNBC에서 크립토를 금·국채와 함께 안전자산으로 언급했고, 이스라엘 전쟁·글로벌 테러 이슈로 안전자산 수요가 늘었다고 주장했다. 피델리티·ARK 홍보: 피델리티 웹사이트에서 비트코인 포트폴리오 편입을 권하고, 캐시 우드가 거의 매일 비트코인 우월성을 강조한다고 언급했다. 가격 흐름: 비트코인은 수개월간 횡보했고 판결 관련 항소 가능성이 낮다는 점에도 큰 움직임이 없다고 지적했다. 목표가: 기본 시나리오로 2030년까지 60만 달러 이상을 제시했다. 시장 관심: 질문 흐름을 보면 시청자들이 목표가와 '새 자산군인지'에 관심이 많다고 전했다. 기관 관심 전망: SEC 승인이 기관 관심을 실제로 끌어들일 것으로 전망했다. 과거 사례: 2년 전 비트코인 선물 ETF(ProShares) 출시 때 관심이 뜨거웠고, 이더리움 선물 상품도 수백만 달러 규모였다고 언급했다. 그레이스케일·SEC: 그레이스케일 항소 건으로 SEC가 압박을 받아 대화에 나서게 됐으며, 기관 투자자 대응을 위해 정보 제공 역할을 맡으려 한다고 분석했다. 리스크: 자막 기준으로 구체적 리스크 언급은 제한적이다.
다듬은 글
on our price target for for Bitcoin and uh you know our base case is over $600,000 by the year hey yo what's good everybody welcome back to Urban blockchain this is your boy Dre Lou here to bring you crypto news crypto updates crypto wisdom and today we're diving into the hey yo in my opinion the big money movers the big institutions Like Larry Frink black Rock Fidelity and even Kathy Wood are preparing for all of the Bitcoin ETFs to be approved at the same exact time so in my opinion they're preparing themselves as well as their client base for the Bitcoin ETF all of us sudden Larry fin is positioning himself as the Bitcoin Guru just earlier this week on CNBC he stated that crypto is considered a flight of safety and quality along with with treasuries and gold really all of a sudden Larry FR we are hearing from clients around the world about the need for crypto I mean when you think about I think some of this rally is Way Beyond the rumor I think the the rally today is about a flight to Quality with all the you know all the issues around the Israeli War now um Global terrorism and I think there's more people running into a fight the quality whether that is in treasuries gold or crypto depending on how you think about it and I believe crypto will play that type of role as a flight to Quality honestly it's no coincidence that Larry fank is talking about cryptocurrency let alone Bitcoin in addition to that Fidelity has been leasing reports on their website stating how Superior Bitcoin is and that investors should consider having Bitcoin a part of their portfolio and in addition to that kathywood has been getting airpl almost every other day and every second she gets she ensures that she speaks about Bitcoin and its superiority uh it's it's interesting because bitcoin's been sideways for months and yet we've known that this this ruling has came in and it's known that they likely may not appeal and yet doesn't seem to be moving Bitcoin it's up a little bit today is it is is interest a little more muted in Bitcoin than it used to be you know judging by the questions we're getting no um I think many people uh uh focus on our price Target for for Bitcoin and uh you know our base case is over $600,000 by the year 2030 and they really want to understand that so maybe they're just trying to understand our research but there's definitely a focus on you know uh is uh is this a new asset class that I should investigate and I would say institutions especially when they see the SEC seal of approval in this way I think this will finally bring institutional interest into Bitcoin are you on board with that idea I mean what what's interesting to me the reason I asked is when the Bitcoin Futures ETF launch bitto from pro shares you know we had we had Simeon Hyman on yeah this was you know almost two years ago and boy the interest was through the roof on this billion huge and we've got a few million dollars in The Ether Futures am I being petty here I don't think so Bob I I think we're at a critical point in time what this issue with gray scale is forc the sec's hand and really up until Friday when they had their deadline the SEC and grce scale just weren't talking now that they've passed on this appeal date they're forced to have a conversation all it's obvious that they are preparing themselves for the Bitcoin ETF and if they believe that all of them are going to be approved at the same time then they also have to prepare their investors because they want to be the main source the main resource the leading resource for Bitcoin information and knowledge
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