저자: Sam · 외국인
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결론: 레이 달리오의 비트코인 매수 소식을 근거로 진행자는 비트코인이 장기적으로 상승할 것이라 보고 저가 분할 매수를 권한다. 달리오 소식: 브리지워터 창업자 레이 달리오가 비트코인을 일부 보유했다고 밝혔고, 채권보다 비트코인을 선호한다고 말한 것으로 소개된다. 보유 규모·비중은 알려지지 않았다. 골드만삭스 관점: 비트코인은 독자적 리스크를 가진 투자 자산이며 디지털 금으로서 인플레이션 헤지 역할을 기대했지만 실제로는 그렇게 움직이지 않았다고 언급된다. 시장 상황: 비트코인은 약 3.8만 달러 부근에서 하락 추세를 돌파하는 모습이며, 3만~3.2만 달러 지지가 확인됐다고 진술된다. 이더리움은 약 2500달러, 카르다노는 약 1.05~1.06달러 수준이다. 부정적 뉴스: 중국 규제, 일론 머스크 발언, 채굴 에너지 문제 등 비트코인 금지·환경 우려가 미디어에서 확산되는데 진행자는 이를 공포 조장(FUD)으로 본다. 단기 전망: 4만5천 달러 돌파나 3만~4만 달러 박스권 지속 중 어느 쪽일지는 예측하기 어렵다고 말한다. 장기 전망: 이더리움 7만5천 달러, 카르다노 40달러(외부 전문가 인용), 비트코인 시총이 금 시총에 근접할 경우 약 15배 상승 가능성 등을 언급한다. 투자 조언: 현금 일부를 남겨 두고 분할 매수(DCA)하라고 권한다. 진행자 본인은 최근 몇 주간 매수했다고 밝힌다. 리스크: 단기적으로 자산의 대부분을 잃을 수 있다고 인정한다. 홍보성 언급: 무료 주식 계좌, BlockFi·Voyager 이자 링크, 유료 Patreon 등을 소개한다.
다듬은 글
how's it going everyone it's sam we have to take a look at the bitcoin market today at the whole cryptocurrency market we have some massive news from one of the largest asset managers in the world definitely one of the most well respected asset managers in the world that controls sovereign wealth funds that controls state pension plans it controls a lot of money over 100 billion dollars at the beginning of the year that now has declared that he has bought bitcoin so we are going to talk about that talk about some other bullish news in the sector now of course do your own research but if you guys want you can definitely hit the like button hit subscribe it does help out the channel if you hit subscribe you can definitely see more of these videos and i want to hear from you do you want me to cover this as like a once daily video where i put out all the crypto news or do you like these more regular updates so maybe partway through the day you can update maybe at night you get an update depending on what the price is doing it's just more information if i put it in one video at the end of the day let me know down in the comments below and if you guys want there is a link down there to weeble to get some free stocks you can deposit a hundred dollars if you've already set up an account make sure you deposit that 100 to actually get your free money also there are a couple links down there to block fi and to voyager both of those give you interest rates on your cryptocurrency because right now we do need multiple platforms they often go down when there's high volatility so definitely check out both those links block fi gives you a bonus up to 250 while voyager only gives you a 25 bonus but definitely check those out down below also if you guys want to know what i'm buying and selling on a daily basis in the crypto markets or in the stock market you can check out the link down below we are up from about 275 when we bought finance yesterday and we are up on on v chain which was pr down pretty far yesterday we're up over 30 in one day a lot of the time it is just me telling you guys what's happening in the market and what i'm buying so definitely check that out down below there are 2 900 other people in there just check out that link down below to patreon now we're seeing in bitcoin balance pretty nicely today ethereum is at 2500 again after being at in the 1700s yesterday cardano is up from a dollar and five cents or a dollar and six cents yesterday so we are seeing a massive bounce in the market if we take a look at the bitcoin chart we have this negative trend this bearish trend this is these are four hour sticks here and we are breaking through that downtrend right here you can see a lot of green candlesticks here at the bottom breaking back through to that thirty eight thousand dollar mark now we have seen it hit in the 30 thousands a couple times so around 30 to 32 000 we have seen some support and we are bouncing off those now what's happening today well we have a lot of billionaires that obviously have been on bitcoin in the past like michael saylor like cz like winklevoss twins now we have some more news so coindesk has this consensus experience over the next four days or i guess next three days including today where they have over 10 000 attendees now someone that they had today was hedge fund manager ray dalio definitely considered one of the best asset managers of all time he in the past has talked about how he was not not ruling bitcoin out because of the economy because of what is happening this is as of just a few days ago because of what the american government is doing he is definitely looking at it now he controls the world's largest hedge fund by assets bridgewater associates so they run algorithmic strategies for mega corporations sovereign wealth funds and state pension plans so he's running the wealth plans of nations and states and corporations they take a macro view of global finance and much of its success dalio says lies in the founders view of money and credit so they they ran over a hundred billion dollars at the beginning of the year and they have made big bets in the past they have gone against the grain now he is saying that he has some bitcoin he says now that they have some bitcoin he says that he would rather hold bitcoin than bonds we don't know exactly what this means we don't know exactly how much he holds we don't know what percentage of the portfolio he has but he is slightly bullish it seems on bitcoin overall if not for anything besides a hedge uh compared to the other parts of his portfolio now bitcoin is also getting some bullish narrative from goldman sachs so bitcoin is now considered an investable asset it has its own idiosyncratic risk partly because it's still relatively new and going through an adoption phase it's its own investment class it doesn't behave as one would initially intuitively expect relative to other assets given the analogy to digital gold and we've seen this before we saw when inflation numbers came out bitcoin didn't skyrocket even though we had massive inflation it kind of acted on its own which if you think about it as digital gold gold being a hedge against inflation you would think that bitcoin would do quite well now other people are seeing many different reasons to be fearful of bitcoin there's a lot of bearish narrative there's a lot of bearish narrative in the market right now we have different uh media companies talking about bitcoin as though it's going to be banned from different countries and how uh the the mining issues are running rampant how it's just a new idea or a new problem that bitcoin is draining a lot of energy it has done this throughout time this is nothing really new and it's something that many people have known for a very long time so the fact that it's being pushed into the media again i think is just pushing the fud pushing the fear uncertainty and doubt however it being called its own asset class and the new asset class which is typically very difficult to start is something that i think is bullish overall now what is going to happen well i think we definitely have seen a lot of bearish nag bearish narrative uh for bitcoin for the cryptocurrency markets a lot of people think that it's a bubble a lot of people think that uh that they should sell out and give over their money to the whales we've seen that a lot of the newer wallets a lot of the smaller wallets are selling their bitcoin at a loss and a lot of the whales are taking it off exchanges and happy to buy it in the low 30s it's hard to know exactly what we're going to do from here on out right it's hard to know whether we're breaking out and bitcoin is going to hit 45 000 by next week or the week after or if we're gonna stick in this 30 to 40 000 range now that being said i think this is a great time to accumulate if you are still bullish on bitcoin i don't think the narrative has changed sure we have different different media companies talking about how bitcoin is a massive issue how uh you should sell your bitcoin or bring up all these different reasons why it's not a great asset to hold whether it's that it's gone up so much or whether it's because it is fugazi there's no reason to really hold it whether it is the greater full narrative right where you are just selling it or you're buying it to then sell it to someone else that is even stupider than you or anything else with the environment right we have these bearish narratives thrown at us all the time a lot of fear we have people that are panic selling we have all this news from china we have elon musk but has anything fundamentally changed all of this was news that we already knew before we can look at what people are saying or we can look at what people are doing ray dalio is buying a lot of other large whales are buying we have a lot of people happy to pick up in the low 30s we have cardano which has several major events this summer we had in the last video i talked about there was an uh expert that put cardano at forty dollars long term we have ethereum where the winklevoss uh twins has have talked about it hitting 75 000 in the future we have bitcoin uh possibly approaching gold's market cap which would send it up about 15x from here so all those things are to come in my opinion now whether that happens this year or the next bowl cycle it's hard to know but there is a lot of potential out there now of course you have to believe in this right you have to still balance your portfolio i think it is important to keep cash on the sidelines because sometimes we do get these massive manipulations and we do get great buying in opportunities it's great to buy ethereum at 3 000 after it was at 4 300 but if you keep some cash around you might be able to pick it up for a little bit cheaper so in my opinion it's great to dollar cost average it's great to keep some money on the sidelines of course you want to be invested and you have to weigh that out now i've been buying over the last couple weeks i think this has been a great time to buy because fear is crazy out there like the the amount of fear in the market is insane right now i think my community has been very level-headed and most people at least from what i have been hearing have been buying i think it's been a great time of course you could lose a majority of your money in the short term but long term i think we're still buying the same assets we were two months ago of course i want to hear your opinion down below let me know what you think about all this let me know what you think about ray dalio buying also let me know if you guys like this if you guys want me to do this at the end of the day like a lot of other crypto youtubers do where they just cover all the articles of the day or all the important news events of the day let me know thank you guys for checking out those links down below and checking out the patreon too so you can get bonuses down there and the different stock uh brokers and the crypto exchanges and then you can definitely see what i'm doing down there too so thank you guys so much for watching i really appreciate thank you for hitting the like and i will see you in the next video you
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