LARRY FINK ZÜNDET BITCOIN BOMBE!💥(Das wird Wild)

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래리 핑크(블랙록) 발언을 인용해 향후 6~9개월 인플레이션 상승 가능성과 금리 인하 지연을 언급, 단기적으로 위험자산(비트코인)에 불리하다고 봄. 장기적으로는 AI 발 디플레이션과 희소성 때문에 비트코인에 강세 관점을 제시. 스테이블코인의 달러 패권 강화와 유럽 통화주권 우려도 다룸. 진행자는 본인 견해는 다른 영상에서 밝히겠다며 명확한 입장을 유보하고 유료 제휴 링크를 안내함.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Larry Fang, the CEO of BlackRock, has dropped a bombshell, but it's very bad news for Bitcoin. He's talking about inflation not falling in the next 6 to 9 months. This also means we won't see any interest rate cuts, or only very, very small ones, and that could mean Bitcoin might lack liquidity. We'll take a closer look at Larry Fang's statements.

02. He's just dropped a new interview and made some very interesting assessments of the general market. We also see the head of the European Stability Mechanism warning that Donald Trump's pro-democracy stance could jeopardize European, or rather, monetary autonomy within the EU. This is a real bombshell.

03. It means the EU is going in the exact opposite direction to the US. The US is opening up to Bitcoin, and the EU is saying, "Hey, this is bad for the euro, this is bad for the EU system, we could lose our monetary autonomy." We'll look into what this means, but first, let's look at Larry Fang, the CEO of BlackRock, the world's largest asset manager, who is now actually going into bearish territory.

04. What does " going into the bear camp" mean? But in any case, he's making a statement here that's very, very bad for risk assets because the Federal Reserve always focuses on inflation. That means central banks are always looking at inflation: okay, what 's the current state of inflation? Do we have inflation under control?

05. Do we not have inflation under control? If we don't have inflation under control, then we have to raise interest rates. If we have inflation under control, then we can perhaps consider lowering interest rates and stimulating the economy. And now we actually have this information here. I'm actually reading it to you right now from Watch Guru: Larry Fink just arrived and says that higher inflation is to be expected in the US in the next 6 to 9 months.

06. So he's not just saying that inflation won't fall, but that it will rise. And that makes sense, I have to quickly put the key down. It makes sense because we have this whole tariff situation now, and I 've already told you this before: all these tariffs are inflationary. Sure, in the long run, the US might benefit from it, or you do n't even necessarily know for sure if...

07. The US benefits from this, but the whole thing is inflationary because businesses have to add tariffs on top somewhere. Then there are other issues like energy prices, where Donald Trump always says he wants to bring energy prices down, but if he doesn't manage to bring energy prices down, then that might also be an inflationary factor.

08. There are other inflationary factors, but we don't necessarily have to go through them all today. Lryf is definitely in the camp that says, "Okay, no, inflation wo n't fall; it will continue to rise." And that also means that it won't go as the Federal Reserve says. Because in the last or second-to-last central bank meeting, they said, "Yes, yes, inflation is now declining," and then suddenly inflation wasn't declining anymore; instead, it suddenly rose again.

09. The market reacted to this with shock because last year the market had anticipated that there might be two or three interest rate cuts this year, and now at the beginning of the year, the market has suddenly realized... [ __ ], maybe there'll be another interest rate cut, maybe there won't be one at all.

10. And what happens if we do n't have interest rate cuts? Then risk assets like Bitcoin and so on will have a very, very hard time. That's why you can have as many bullish factors as possible—all sorts of bullish factors can happen, strategic Bitcoin reserves and whatever. But as long as interest rates don't go down and as long as fresh new money is lacking, then Bitcoin will always have a very, very hard time.

11. On the other hand, if we don't have any bullish news, but liquidity is simply top-notch and they're printing money like crazy, then Bitcoin and other risk assets will have a very, very easy time. That means we currently have a market sentiment that people are more in risk-averse mode, more inclined to invest in safer assets like gold or bonds, and actually do n't want tech stocks or much interest in Bitcoin.

12. I mean, that can change relatively quickly, and so on. But now let's look at another statement from Larry F., which is also very, very important and which isn't bearish, but actually says "Bitcoin to the moon" in the long term. Shooting will mean that all that's happening is that we have short-term problems, but Larry Fing is also certain that Bitcoin will prevail in the long term, and this statement he makes here is ultra-bullish for Bitcoin in the long term.

13. He says that inflation over the course of the next few years will be deflation because of the advance of AI and the robotic economy. You know, short-term inflation is long, I think. He also says that in the short term there could be inflation again. This is simply an addition to the statement where he says that inflation could still rise in 6 to 6 months.

14. But to be precise, he says that the workers are lacking, the electricians and whatever, and that means that the costs for, well, the labor—how do you say, the workers? "Working people" is probably a bad word—the production costs for certain things are simply rising because wages are going up, and then the prices have to be passed on to the products.

15. So, the production costs are going up, and next, the prices of products in supermarkets will go up, and that will be reflected again. What you call inflation in the long term is that technological progress and AI will cause prices to drop so drastically, almost unimaginably, because everything will become far more efficient.

16. Things that previously cost twice as much to produce can now be made for half the price, and so on. This is what I've told you repeatedly: AI is the absolute price driver for Bitcoin. Because if we ever reach a world where we can produce everything more easily, where we truly live in abundance, where we can manufacture things at near-zero cost—things that used to cost hundreds of euros—and now we can get generated by AI with a single click, or have documents checked, or things automatically generated, or whatever—if we get to that point, then it will be massively deflationary.

17. And when we have such a world of abundance, living in a deflationary world where everything is incredibly easy, incredibly cheap, and incredibly efficient, then people will have to store their value somewhere, in something that ca n't be made infinitely more efficient. It can be produced more easily, and that's precisely the factor with Bitcoin.

18. That means no matter how deflationary our economy is, no matter how technologically advanced we are, Bitcoin cannot be produced more easily, cannot be mined more easily, and so on. We still need energy and time to bring new Bitcoins into circulation. Therefore, in a world where we live in abundance, you want things that are absolutely limited.

19. Gold is one example, but what is still limited is definitely what Bitcoin needs. That's why what Larry F says is a short-term bearish statement, but a long-term ultra-bullish one. Larry F is also aware that Bitcoin can sometimes benefit during times of turbulence, which is what he himself says—that it's a flight to quality.

20. And in the long term, BlackRock is also very, very convinced of Bitcoin. They continue to expand their product offerings with their model portfolios and who knows what else they offer. There will certainly be more to come. But we can see that even though there might be some turbulence at the moment, BlackRock is still bullish on Bitcoin.

21. You don't necessarily see that directly. Regarding the statement Larry Fink just made about inflation, but also because Larry Fink is offering new portfolio options like model portfolios where Bitcoin ETFs are now being added, we have a second story here that we also need to look at, which fits in here.

22. We have the head of the stability mechanism in Europe—I don't know exactly what that's supposed to be, stability mechanism stuff. I actually googled what exactly the ESM does. The ESM was founded after the Euro crisis to better manage future financial crises in Europe. The head of the ESM is therefore a central figure in the economic policy management of the EU.

23. In any case, the EU has always been critical of Bitcoin, but now he's issuing a warning that the proactive approach towards Bitcoin and crypto could be very, very bad for the monetary independence of the EU. It's not just about Bitcoin, though; it's also about stablecoins. That means it's something that's sometimes mixed up.

24. I don't even know if he knows the difference between Bitcoin and stablecoins. That was Yes, even what Michael Saers recently presented, and what Donald Trump also suggested, a paper where he says we have to buy 25% of the Bitcoin network. He made four distinctions there: for example, stores of value, stablecoins, tokens, and all sorts of other things.

25. I don't remember exactly what he categorized, but that's the mistake: people often just throw crypto, Bitcoin, and stablecoins all together. And yes, it's true that Bitcoin could definitely destabilize the euro. If all the people in the EU bundle their massive war packages and print money endlessly, then people will flee to alternatives, perhaps the dollar if it's more stable, but also Bitcoin.

26. And that could certainly be a danger. Additionally, the EU is scared because of the stablecoin situation—and that's what Scott Bessen, the US Treasury Secretary, is presenting—hey, we want to remain the dominant world currency. Through stablecoins, that's his statement: through stablecoins we want to maintain the reserve currency in the world.

27. And we've seen for a long time now that the US dollar was really falling, like a falling knife. I was always very bearish, always thinking, okay, hey, the US dollar, that really doesn't look so good. Fewer and fewer people are using the US dollar. The Chinese are dumping the US dollar, selling government bonds.

28. Other major nations are selling government bonds. Both have frozen Russian assets. I thought that was really the death blow for the US because it led to them completely losing confidence in their bonds on the international market. But what we're seeing now is that the US is recovering. Through the Department of Government Efficiency, we're lowering the ten-year Treasury bills because the deficit is decreasing.

29. That means confidence is returning to the US dollar. Then, perhaps, they'll try to back it all with gold and Bitcoin, using hard assets. That could very well happen. That gives a lot of confidence in the US dollar. And now comes what the EU or the EU representative is saying here... He says here that stablecoins could also jeopardize monetary sovereignty in the EU.

30. If the US now massively relies on stablecoins, essentially exporting the US dollar to the entire world, giving everyone access to the US dollar, and if stablecoins are digitally created as representations of the US dollar, then demand will increase dramatically. I mean, I'm already one of the largest holders of US Treasury bonds, and if this continues, it's quite possible that the US could further support its global reserve currency through the existence of stablecoins.

31. This shouldn't be underestimated; this movement and this momentum will become much, much more intense in the near future. Many people think that the whole pro- crypto and pro-Bitcoin movement has something to do with Bitcoin or something like that, but it also has a great deal to do with stablecoins.

32. I'm telling you, this is much more relevant for the US than whether or not to use Bitcoin, and so on. It's a cool story, and they'll capitalize on it. Are they now also taking advantage of the First MVE benefit, and that was a great story with the reserve set and so on, or that we're now setting up a strategic Bitcoin reserve here?

33. Now I have to check that I don't get run over on the street here. CRA, yeah, F was run over, but just barely made it through. Anyway, the stablecoin story is going to become very, very relevant, and that 's also what the EU probably won't be able to achieve because a stablecoin in euros makes relatively little sense.

34. A stablecoin makes more sense in US dollars because why would you, on the international market, if I 'm a trader or if I'm in some country or something, why would I get a euro stablecoin or something like that? If I get a stablecoin, then I get the stablecoin that's somehow the strongest here, and the stablecoin here is definitely the US dollar, or yeah, the US dollar is also the most popular, the most popular fiat currency, and so on.

35. And it's often a winner-takes-all business, or yeah, you could say that, a winner-takes-all. That means they won't be pushing through three stablecoins or anything like that later on, but very likely there will just be one large stablecoin, and right now it's Header, and yes, that has its drawbacks because it can lead to censorship and so on, but it also leads to a further strengthening of the US dollar, and that could hit the EU very hard.

36. I mean, there are theories that, for example, the euro will collapse and then the entire eurozone will be dollarized, and then the US dollar would be even stronger if the euro were to collapse because if any fiat currencies collapse, then the euro will definitely fall before the US dollar. That should be clear to everyone.

37. What was also interesting in this context was Peter Schiff, who actually said there is now another reason to bring production back to the USA: many crypto millionaires will need jobs. So, Peter Schiff is essentially making a statement that inflation is rising, that the risk factor is lacking, and that Bitcoin will crash even further, and that's why...

38. Many crypto millionaires need shops, and it will then strengthen the economy again. I don't know exactly what he means by that, but in any case, this was a statement from Peter Schiff, who also uses every opportunity to criticize Bitcoin and take a swipe at it. But hey, feel free to give me your opinion: are you currently bullish?

39. Do you see it similarly to lryf, that we will now enter a more difficult period in the next six months, but after that, we can take off very, very well and even potentially enter a deflationary period? Well, I don't quite see it the same way as LF. I can give you my own assessment in another video, but if I give you my own assessment here, I think that would be going too far.

40. But in any case, what he says here is very, very interesting. Peter Schiff actually said two days ago that he has now bought a Tresser hardware wallet. If you want to buy a hardware wallet here, I'll also put a link below to a Tresser hardware wallet, the best hardware wallet on the market. You can install a Bitcoin top here.

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42. And with the code Bitcoin Hotel, you can also get up to 20% off the fees when buying Bitcoin. See you soon, guys! I'm heading to the beach now. It's right here. Go for a drink! See you later, peace out!