저자: CathieWood · 외국인
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캐시 우드는 비트코인이 2030년 $150만(강세 시나리오 $65만 표기 혼재 자막 오타 가능)까지 갈 수 있다고 주장하며, 규제 완화와 기관의 새로운 자산군 편입을 근거로 든다. 상원의원 Lummis의 비트코인 100만 개 매입 법안이 상·하원 통과 가능성에 달려 있다고 설명한다. 솔라나 ETF는 2025년 승인 가능성이 있다는 주장과 함께 SEC 규제 관련 논거도 소개된다. 마지막으로 밈코인·알트코인 소식과 거래소 프로모션이 이어진다.
다듬은 글
we have a 2030 Target in our base case it's around $650,000 in our bull case it's CEO of Arc invest Kathy Wood explains in detail why she believes Bitcoin will reach $1.5 million per coin by 2030 now remember we were the first public asset manager to gain exposure to Bitcoin in 2015 at $250 and we still at 90,000 I think we have a long way to go why uh well first of all we're getting regulatory relief here and I think that's one of the most important things coming out of this Administration we will get regulatory relief on all kinds of innovation including uh healthc care um so the other thing is uh we are we're looking at Bitcoin now being viewed as a new asset class it's not just a global monetary system it's a new asset class and what that means is institutions and asset allocators generally are saying wait a minute this this asset is behaving differently from all of our other assets we need to include so I think that's the next big move and uh uh and if you look at years where the Bitcoin has haved and the inflation rate has gone now down to 0.9 it's usually had a nice big move this news comes on the very same day that Senator lum's Bitcoin bill has been introduced into the US Congress for a vote officially proposing buying 1 million Bitcoin over the next 5 years store it untouched for 20 years and a million Bitcoin would reduce our current debt in half keep in mind that now this has been officially introduced it first has to pass in the Senate then pass in the house then go to the president and get signed off now this President Trump has already verbally agreed to and then it becomes law and relas the key is will this be approved by the Senate and the house other channels won't go into the details on this I will I bring you the details that's why you subscribe that we now have America's most Pro crypto Congress ever in this last presidential election yes Pro crypto president Donald Trump won but most people don't even realize that for the down ballot that in the House of Representatives 272 Pro crypto candidates got elected that house only has 435 members so we only need 218 votes on any Bill to pass the simple majority and for the Senate 20 Pro crypto candidates were elected the Senate has 100 members two from each state so for a super majority we will need 60 votes out of 100 meaning the key to all this the key to buying a million dollar worth of bitcoin over the next 5 years comes down to the Senate the United States was built by purchasing Manhattan then we purchased the Louisiana territory then we purchased California and acquired Texas and then we bought Alaska uh the next great Frontier is cyberspace and the obvious thing to do is to own cyberspace by the future and so I think it's a great idea I think it will happen and I think it's it's important to the United States because it cements the United States control over the future world Reserve Capital Network uh Senator lum's Bill will offset $16 trillion of our debt according to my models right now so I think it's economically wise it's technically wise and again Bitcoin is Manifest Destiny for the United States in the latest altcoin news poly Market CEO's home is rated by the FBI we all know poly Market is the number one crypto prediction Market always making news this is obviously political retribution says a spokesperson as the prediction Market was a breakout success in the US presidential election clearly predicting back then a trump win and if we look at what's making news today they're predicting a Jake Paul win tonight by 62% against Mike Tyson I feel most people are predicting the heavyweight champ Tyson so this is sort of interesting also major piece of news for Ando and PayPal PayPal stablecoin py USD will support 247 conversions with Ando stablecoin o USG meaning investors will soon be able to seamlessly convert in and out of ando's O USG with py USD one of the fastest growing stable coins enhancing Redemption liquidity and expanding the utility of py USD as a liquidity source for rwas so ando's reach is expanding if you're looking for a great place to buy sell or trade Ando or any altcoin I recommend exchange partner bybit and if you use the referral code altcoin daily you can unlock up to $3,050 in exclusive rewards so you can grab a $50 sign up bonus immediately and then earn up to $30,000 in deposit bonuses this will not last forever link down below and looking at the next cryptocoin to potentially get institutionally adopted odds favor Solana ETF in 2025 says Vanek you got to see this clip it's about 2 minutes but so so worth it yeah so when we looked at our ethereum filing and uh you know examined the language around decentralization and characteristics of the blockchain and then refreshed uh our Deep dive on Solana to look at like who controls the chain who can stop it uh you know what we concluded is that the eth and soul assets at this point are um fundamentally the same that uh no single entity uh controls more than 20% of the uh Sal salana outstanding nor can they halt the chain U unilaterally uh and so this um sole asset is you know a utility commodity that gives access to the second largest open- source uh App Store we're optimistic that over time uh the regulator will will approve these products I know that there's a lot of focus on the existence of a uh regulated Futures Market of significant size in order to give the regulator the transparency uh to get comfort that the market is not manipulated frankly we think that the focus on that regulated market of of significant size the Futures Market is a gendler scop uh there are other ETFs in the market that cover P the power Market the electricity Market the shipping Market the uranium Market where the Futures Market is just immaterial to the price formation in those markets uh so we think this can get done but uh probably you know might need a different SEC chair and quick piece of news on mcoin foxy growth Milestone 186,000 onchain holders growing every day one of the only meme coins listed on top Sexes like okx K coin bybit it is the number one mem coin of the Linea that's an eth L2 to ecosystem and Linea does have their tge confirmed for q1 meaning if/ when Linea does their airdrop many foxy holders will probably get linear token because you had to interact on the linear metamasks Linea chain to buy you look at metamask okay what are the two chains that are native to metamask ethereum and Linea these are the two so these are two that are going to have great marketing and great public relations because they have money and they have teams so what do you have on ethereum on ethereum you have all these different projects that are rolling around memec coins are abundant and generous L is a new one that's rolling around we have foxy on L kind of represents the the mascot of metamask it's really good novel idea has the ability to take off that is the video my name's Austin like always see you tomorrow
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