저자: AnthonyPompliano · 외국인
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결론: 영상은 암호화폐·핀테크·테크 기업 밸류에이션 강세를 전반적으로 낙관하지만, 대상 자산에 대한 구체적 1~3개월 가격 방향 예측은 거의 없다. [암호화폐/금융 규제] 제이미 다이먼(JP모건)이 주주서한에서 암호화폐 법·규제 지위를 신흥 주요 이슈로 언급한 것을 소개하며, JP모건도 규제 위반 이력이 많다고 비꼼. [코인베이스] 1분기 순이익 7.3~8억 달러 언급, 4월 14일 실적을 앞두고 강한 상승을 기대하는 취지. [기업 밸류에이션] 캔바(Canva)는 1년 미만 사이 기업가치 150억 달러 수준으로 상승한 것으로 소개되며, 밸류에이션 급등에 긍정적 시각. [펀딩 붐] 클럽하우스의 약 40억 달러 밸류 펀딩 논의, 플레이드(Plaid) 134억 달러 밸류 펀딩 소개. 출연자는 민간시장이 상장 전 저평가된 테크 기업 가치를 재평가(repricing) 중이라고 해석. [공급망] 코로나 이후 케첩 부족 등 공급망 문제 소개(가벼운 화제). [비트코인 전망] 비트코인이 미래의 은행이 될 것이며 시간문제라는 장기 낙관 발언. [광고] 블록파이(BlockFi) 이자계좌 최대 8.6% 소개, 출연자 본인이 사용 중이라고 언급. [언급 종목 방향] 코인베이스 실적 기대(상승), 비트코인 장기 낙관, 나머지 대상 자산에 대한 명시적 단기 방향 예측 없음.
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what's up guys bang bang it is lunch money time well while she's trying to get rich the rest of us just trying to get our lunch money right you know what that means block five's now the sponsor of lunch money i'm here with lina she has a prisoner outfit on no worries blackfy.com go there you can earn up to 8.6 apy in an interest bearing account or you can sign up for the waitlist for the bitcoin rewards credit card regular credit card you swipe it and you'll get bitcoin back rather than cashback or airline miles go to blockfi.com pomp what's up jamie dimon the ceo of jpmorgan has listed the legal and regulatory status of cryptocurrencies among a list of serious emerging issues that need to be dealt with in a letter to shareholders he describes his view on how aspects of the business are bogged down in the past and need to focus on the future there are serious emerging issues that need to be dealt with and rather quickly he wrote uh basically listing the legal and regulatory status of cryptocurrencies alongside the growth of shadow banking cybersecurity risks and ethics around a.i uh all i am going to say is that jp morgan has been caught up in more violations of regulation and law than the crypto industry that's all i have to say so maybe it's the possibility um next by the way i forgot to put it on here but you want to talk about uh coinbase real quick coinbase 730 to 800 million dollars in net income in q1 rocket ship april 14th buckle up your boy will be watching so i love this company i was like one of the first users somehow canva uh it is a it is a design unicorn at this point less than a year after securing a six billion dollar valuation of a pandemic usage boost design unicorn canva has more than doubled the valuation for its design software tools making two of its co-founders billionaires in the process uh it's based in australia and it just raised 71 million dollars in new funding led by t rowe price and dragoneer at a 15 billion dollar valuation melanie perkins the ceo is a sa vage the product works great execution real serious business from an economy they get you in on the free plan and then hit you and you're like i am going to pay poland should be a billionaire if she was one of the first 50 users well i don't know if i was one of the first 50 but i found it really early on in 2014.
when was this started i don't know okay oh launched in 2013. so i found it a year after it was started that is pretty early maybe you shouldn't be a billionaire but you should be a sent a millionaire do you notice scent a millionaire is a hundred millionaire hundreds okay club speaking of more funding clubhouse is this the buzzy audio platform is discussing is in talks to raise funding from investors and around valuing the business at about 4 billion a pr a deal at that price would quadruple its value from january and would reflect the astronomical expectations investors have for this app didn't it just talk about raising money is it raising money again what is happening in january it announced a billion dollar valuation no it's four bill four billion is undervalued wow did they forex the user base since then probably they in a down month of march they signed up two and a half million users wild yeah bang bang whatever i love having conversations bang bang what up everybody get that money ready another funding plaid announced the 425 million funding round led by altimeter capital with participation from new investors silver lake and rivet capital basically uh this financing boosts plaid's valuation of 13.4 billion and if you remember early last year visa agreed to buy it for 5.3 billion but then the deal fell apart so now it's reached a higher valuation than what it was going to get bought for part of this in my opinion is we are watching everything we're watching everything get repriced because the tech company valuations were undervalued we saw that once they would get into the public markets it would explode in value so the private market is repricing this stuff plaid at 13 billion seems cheap really it seems like everybody's raising money no raising the money is fine it's what the valuations are next evaluation is also i don't know all right guys supply chain problems are reaching into a far corner of the business universe there is a catch-up shortage are we serious right now are we serious that you're gonna have phone calls going off in the middle of my show all right restaurants are trying to secure the table top staple ketchup after kovit appended the condiment world order managers are using generic versions pouring out bulk ketchup into individual cups and hitting the isles of costco for substitutes it's crazy somebody was like yo we should take some of this ketchup and put it in little baggies that is wild like anybody ever thought about that like who was the genius who was like let's not sell it in the big can let's put it in little bags this is not the point it'd be like me putting water in a little bag and selling it they do that actually the point is that is not the point the point is there was there was a ketchup shortage guys well you know maybe they need a better supply chain maybe they need a better supply chain maybe but cups of ketchup are filled for takeout orders at jester concepts restaurant in minneapolis i'm not gonna make judgment on jester concepts but i don't know if i was driving down the road if i would stop at jesters because you're a jester okay um it's ask lunch money time hashtag ask elem in the comments moist continues his journey day 92 of commenting i've got my email notifications turned on and i'm waiting eagerly the grind has continued nonetheless i too recently found out about this face exclusive soap my mom put me onto and has really helped with acne now i have four bottles in my shower shampoo conditioner soap and face soap yo moist let me tell you about the two in one you get the shampoo and the conditioner in one way more efficient in the shower are you going to email do i have his email yes oh all right i gotta get it i'm message bankrupt if you message me on any platform i'm bankrupt i literally can't keep up with it what about voice i'm gonna email him yeah but you but you're gonna you're gonna make sure that you give me the email matt but go has a question pomp if you could create a financial institution or its replacement what would your vision look like bitcoin wow period open network wins bitcoin is the bank of the future just a matter of time foregone conclusion in my opinion all right is that it that's it you still got a prisoner outfit on you look crazy no worries love all of you i'll see you guys later bang bang hope you guys enjoyed this episode of lunch money as much as we did and don't forget lunch money is now sponsored by block five so go check them out there's a link in the description that you can click on i'm an investor a user and a huge fan what you're a bigger fan of block five than you are of me block five is my second favorite thing in the world behind polina they've got three products they can give you a us dollar loan you can earn up to 8.6 interest on an interest-bearing account or you can buy and sell cryptocurrencies on their crypto exchange i personally use the interest bearing account there's not very many places where you'll find up to 8.6 interest on a deposit in an interest bearing account go do your own research there's risk associated but 8.6 is pretty compelling so click on the link in the description say thanks to the folks at blockfy subscribe to our channel like the video annoy pulling in the comments and we'll see you guys tomorrow and be kind to your friends
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