Crypto Unstoppable w/ Larry Fink and BlackRock!👀

요약 보기

결론: 진행자는 비트코인이 단기간 내 상승할 가능성이 크다고 보며, 현물 비트코인 ETF 승인 기대와 지정학적 위기 속 '안전자산 도피(flight to quality)' 수요를 근거로 든다. [비트코인 단기 전망] 최근 1주일간 2만9천달러 부근 가짜 돌파가 반복됐고, 허위 ETF 승인 뉴스로 약 15분간 3만달러까지 급등했다가 되밀렸지만 기존 가격대는 지켜졌다고 설명한다. 진행자는 ETF 승인이 실제 자금 유입 없이도 뉴스만으로 가격을 밀어올릴 것이며, 실제 거래가 시작되면 천문학적 상승이 장기간 이어질 것이라 주장한다. [ETF 승인 근거] 피델리티가 현물 비트코인 ETF를 SEC에 제출했고, 연말 승인을 기대한다고 말한다. 코인데스크 인용: 승인 시 암호화폐 시총 최대 1조달러 증가 가능. 크립토 퀀트 인용: 발행사 운용자산의 1%만 유입돼도 약 1550억달러가 비트코인 시장에 들어와 현재 시총의 약 1/3에 해당, 가격을 5만~7만3천달러로 밀어올릴 수 있다고 함(진행자는 신고가 경신과 '역대 최강 강세장'을 기대). [규제 리스크] 워런 상원의원 등이 하마스 자금 조달 우려를 들어 백악관·재무부에 암호화폐 테러자금 차단 방안을 요구했고, 86명 초당적 서명을 받은 디지털자산 자금세탁방지법(KYC 확대, 언호스티드 지갑 거래 보고) 추진이 언급된다. 진행자는 블록체인이 무허가(permissionless)라 정부가 실효적으로 막을 수 없고 결국 정부 권력 약화로 이어질 것이라 주장하며, 추적 가능성은 인정하면서도 실질적 제재는 어렵다고 본다. [안전자산 논리] 래리 핑크(블랙록 CEO)가 최근 비트코인 상승을 '안전자산 도피'로 언급했다고 인용한다. 진행자는 금은 채굴이 계속 늘어 공급이 통제되지 않지만 비트코인은 공급 조작이 불가능하다는 점을 들어 금·국채보다 우월한 안전자산이라 주장한다. 재무장관 옐런의 전쟁 재정 지원 발언과 달러 인쇄 우려도 비트코인 수요 근거로 제시한다. [리스크·조건] 세계 악화 시 비트코인이 위험자산처럼 매도될 수도 있다는 가능성을 시청자에게 던지며 의견을 구한다. [출연자 전망] 단기: 2만9천~3만달러 저항 돌파 및 ETF 승인 뉴스에 따른 급등 기대. 장기: 차세대 강세장 및 신고가 경신 전망.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. all right it looks to me like Bitcoin and crypto are getting ready to pump at any second now really over the past week we've seen Bitcoin have a couple false breakouts here this morning we actually saw it break out to about $29,000 before being rejected again and as you know the other day we did see a pump all the way up to about $30,000 on the false report that there was an ETF being approved but it's just a matter of time until one of these do get approved and whenever that happens this is just a small example of what we're probably going to be seeing because this pump happened in about 15 minutes which is how long it took for the news to come out that it was a false report and even after that happened we didn't crash back down to even prices that were previously seen that day we actually held pretty strong and it looks like people are just getting ready for that final confirmation so that Bitcoin can Skyrocket on just the news alone really and that's what's going going to happen as soon as the news is released that the ETF is going to be approved without any money actually even flowing into it yet whenever the ETF actually starts to trade though I think we're going to see some astronomical movements that are going to be longstanding so really this is just a sample of what's going to be just an appetizer for the whole main course which is going to be the next bull market and the announcement that a ETF is being approved is just going to be the beginning it looks like Fidelity Investments have now submitted a r wi spot Bitcoin ETF proposal to the SEC and this basically means that the SEC and Fidelity are having some kind of conversation about it that means that the SEC is working with Fidelity and if they can actually let them know what they want to see in The Proposal then hopefully they can get their ducks in a row and we can finally get this thing approved hopefully by the end of the year according to this article on coindesk a spot Bitcoin ETF approval could add up to a trillion dollars to cryptocurrency market caps it says crypto Quant says that if the issuers that have applied to list Bitcoin ETFs put just one% of their assets under management into these ETFs approximately $155 billion could enter the Bitcoin market and this represents almost a third of bitcoin's current market capitalization should this scenario take place it would theoretically push bitcoin's price to between 50 and $73,000 and that seems to be pretty much immediately as soon as they start trading the ETFs that would push us to a new all-time high in pretty short order and it might even happen before the next having which has never actually taken place and would probably be a great start to the most bullish bull market of all time but for now crypto is still being under scrutiny obviously by the SEC and the person that pulls all of the strings of the SEC apparently which is Elizabeth Warren according to this article on Yahoo finance crypto is coming under new scrutiny in Washington following the Hamas attacks and this is new even after the scrutiny that I was talking about in my previous videos whenever I saw this coming and then saw it immediately coming into effect whenever the whole escalation broke out it says Washington is ramping up its scrutiny of the crypto world after reports that Hamas has received funding from digital currencies Senators Elizabeth Warren Democrat of Massachusetts and Roger Marshall Republican of Kansas and representative Sean Casten Democrat of Illinois applied some new pressure Tuesday with a letter that to the White House and treasury asking for a plan to prevent the use of cryptocurrency for the financing of terrorism the letter was a response to reports including in the Wall Street Journal that militants behind the attack on Israel received large amounts of crypto as financing like I said in my last video basically cryptocurrency is permissionless so there's nothing that the government can do about this and with it being permissionless that basically means that anybody can use it so obviously Hamas is going to use it and so is Israel and anybody else who needs money really the thing is that it is all traceable so whoever is donating to Hamas can be tracked and the government can see who they are and sanction them or whatever the hell they want to do but honestly to me it seems like they probably don't give a damn and honestly you probably shouldn't either it says we urge you to swiftly and categorically act to meaningfully curtail elicit crypto activity to protect our national security and those of our allies the lawmaker wrote in a letter which included the names of 86 other bipartisan signers it says their digital asset anti-money laundering act would apply know your customer requirements that are common in the banking world to crypto close gaps and allow individuals to bypass anti-money laundering and sanctions checks and it would require Banks to verify customer and counterparty identities keep records and file reports on certain transactions involving unhost wallets but basically this just basically means that people wouldn't be able to get an in andout ramp from cryptocurrency into US dollars but if they can still spend the cryptocurrency and if it actually does have value then there's not really anything that they're going to be able to do about it because any group that wants to around the world is going to be able to access the Bitcoin code and if someone wants to send them Bitcoin then they're going to be able to do it and then if someone else wants to buy that Bitcoin then nothing is going to stop them that the government is going to be able to do this is just them basically barking and trying to act like they can do something because they're grasping at straws to try to keep the power that they've enjoyed for the past couple hundred years and especially since they took us off of the gold standard because they want to keep manipulating everybody's money and tell telling everybody what to do but hopefully if Bitcoin is as successful as it seems like it's going to be then they're going to be losing that power and the world is going to be better off for it luckily it does look like they're going to be losing that fight because and this is kind of strange but Black Rock CEO Larry Fink has called the recent Bitcoin pump a flight to Quality I've been saying for a long time that Bitcoin could be a flight to safety because it's basically digital gold and people are losing faith in the dollar but now that black rock is backing up this narrative it's pretty strange because black rock is basically our overlords and and having the same thesis as them basically makes me feel like kind of dirty inside I don't know but they did lead the ESG thing and you see how much that has taken a grip over our whole society over the past 5 years or so so if they're going to be pushing this narrative and backing away from the ESG thing then it looks like if you're in Bitcoin right now then we're all probably going to make it and get rich I just hope that they don't take over the technology and turn it into something evil because that's apparently what Black Rock does best anyway this is what Larry had to say about the subject 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 CR depending on how you think about it and I believe crypto will play that type of role as a flight to Quality the thing that makes Bitcoin the most viable of all of those examples that he just listed off is that gold is continuing to be found and we keep getting better at mining it not to mention NASA did just send a a probe to like a 10 trillion or quadrillion dollar asteroid that they want to mine and obviously the government manipulates treasuries and everything so the one thing that can't be manipulated as far as Supply goes is Bitcoin obviously the sooner the rest of the world figures that out the better off we're all going to be also Janet Yellen says that the US can afford to support two Wars with the Ukraine and the Israel proxy wars and it looks like America is standing behind Israel Israel period so we're going to be printing all kinds of money and the treasury has a buyback plan to get that done so it looks like the time is upon us and as the world contines to descend into chaos people are going to look for that flight to safety and I think Bitcoin is the best option let me know what you guys think in the comments is Bitcoin actually going to be a flight to safety or is people going to panic and sell it like a risk asset if the world continues to go downhill either way thank you guys so much for watching and don't forget I've got new videos every Monday Wednesday and Friday with Early Access on X and if you want to support the channel there's gear over at onlygood crypto.com and you can chat with the community and the only good Discord server there's links to everything down in the description don't forget to hit the follow like And subscribe buttons and most importantly don't forget to have a wonderful day I'll see you guys next time bye