저자: SimplyBitcoin진행자및MaxKaiser발언인용 · 외국인
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한 줄 결론: 은행권 위기가 임박했으며 비트코인이 대안이라는 주장이 중심인 영상. 거시 위험 배경: 제이미 다이먼(JP모건 CEO)이 고금리로 인한 손실과 부실 위험을 경고했다는 내용을 인용. 제3분기 실적에서 투자은행 수수료 6% 감소, 예금 4% 감소, 웰스파고 대손상각 850백만 달러로 전년 대비 두 배 이상 등을 근거로 제시. 미국 은행 손실: 미국 은행 증권 포트폴리오의 미실현 손실이 최소 6500억 달러로 추정된다고 언급. 뱅크오브아메리카 미실현 손실 증가 수치도 인용. 신용 악화: 자동차 대출 연체 26.7% 증가, 신용카드 연체율 8.3%(전년 5.1%), 기업 파산 400개 이상으로 2010년 이후 최고 속도라는 주장. 소비자 물가 부담 전망 설문(식품 77%, 휘발유 75% 등) 인용. 신용평가 강등: 무디스가 중소형 은행 10곳 신용등급 하향 조치 언급. Max Kaiser 발언: 은행을 '금융 테러리스트'로 규정하고 규제기관이 책임을 묻지 않는다고 비판. 긴축, 레버리지, 파생상품 카지노식 운영 문제 제기. 결론 및 권고: 은행 시스템 신뢰 대신 비트코인 자가보관(self-custody)을 권고하며, 영상 후반부에 특정 비트코인 수탁 서비스 홍보 포함. 진행자는 '비트코인 시대 도래'를 강조하고 'stack sats' 전략 유지 권고. 리스크: 제시된 위기 전망은 시점이 특정되지 않았고, 영상 자체가 상품 홍보를 포함함.
다듬은 글
you sure yeah yeah it's time to call [ __ ] [ __ ] on what every [ __ ] thing welcome back ladies and gentlemen and they say history doesn't always repeat but it does rhyme and it seems like everything that led up to the O8 financial crisis is happening yet again we have Bank Executives warning about unprecedented risks in the financial system according to JP Morgan Chas CEO Jamie Diamond banks are bracing for the worst case scenarios as higher interest rates Elevate the risk of failures and losses in in the months ahead we got a lot to cover let's get it with nearly 3.9 trillion in assets JP Morgan is the largest bank in the country and a Belle weather for the US economy so when things start to look a little cloudy that could trigger shock waves through Wall Street in fact a few days ago Diamond noted during an interview that bank executives are cross the US are climbing the wall of warry referring to poor risk assessment of Wall Street investors right now Diamond said that JP Morgan is now preparing for a broad range of outcomes and warned about impending risks that could wreak havoc on the economy and financial markets in the final months of 2023 could we see a massive collapse this winter well the executive kicked off the third quarter earning season alerting investors about a threatening Outlook stating that now may be the most dangerous time the world has seen in decades he wrote in the company's latest report conflicts in Ukraine and in the Middle East may have far-reaching impacts on energy Food Markets global trade and geopolitical relationships he stressed despite reporting strong earnings for the court of the New York based Bank also reported a 6% drop in investment baking revenue for the past 3 months with fees Falling by 3% because of lower equity and debt underwriting activity deposits have also declined by 4% from a year earlier during the third quarter indicating that more Americans are living paycheck to paycheck and saving less money in recent months Wall Street Diamond added is often focused on current conditions instead of preparing for what could come next we do hundreds of stress tests a week Diamond revealed usually geopolitics presents itself as a deep recession or mild recession and markets doing well is not a reason ever to say they will continue to do well the executive explained Diamond also cautioned that tight labor markets and high government debt levels are likely to keep inflation elevated for much longer than expected and that interest rates could rise even further Wells Fargo has observed stress signs among customers with delinquencies exacerbating Banks exposure to failures losses on bad loans Are Climbing so fast that Wells Fargo charged off 850 million during the quarter more than double the amount it rode off in the same period last year another financial institution reporting worrying numbers is Bank of America after facing unrealized losses of 106 billion in Securities in the second quarter the bank revealed that losses climbed to 131.5 billion in quarter 3 in total US Banks could be grappling with at least 650 billion in unrealized losses in their Securities portfolios according to analyst estimates after prospects of interest rates staying higher for longer led to a bond market route in the third quarter okay but we can really say things aren't looking good out there right but what is so crazy is that there's all these talks about fixing the problem we need new regulations but the fact of the matter is the laws have been on the books no one enforces them everyone lets these Bankers run ramp it thank God we have Bitcoin but hey the Bitcoin Legend Max Kaiser has been calling out this [ __ ] forever now one thing I admire about individuals regardless of what they believe or think or what have you anyone who is willing to stand up and right to the face of a monetary demon tell them they're a monetary demon and call them out for their wrongs and expose them with no fear I admire people like that and there is a lot of good stuff right here let's roll some of these compilations of Max Kaiser throughout the years calling a spade a spade and standing up to the Jamie diamonds and financial terrorists let's go the problem is that you have no regulator on the scene the FSA here in London let Bernie mid off and AIG get through without a look at them the SEC in the United States just like Goldman Sachs sell crap Securities as they call them they call them crap and [ __ ] they sld them to their own customers and made money selling these crap to their own customers then the series Fraud Office right here in the UK remember a couple years ago uh Bae and uh the prince of bandar had a multi hundred million slush fund and the serious Fraud Office could prosecute because Tony Blair said said no go ahead it's okay now that's unconscionable that's why I say let's some bankers I I but you have to exercise cancer you got cancerous Bankers in the system corrupting the system you've got to get rid of thiser what it doesn't matter what the reform is because you've got no regulatory agency who's willing to put anyone in jail during the last major Scandal SNL crisis in the United States you had 1,800 Bankers went to jail this time you've got none except maybe Bernie okay got nothing enough no there got to be serious prosecution they're committing serious crimes they're stealing money you're just talking la la la just so that people get all excited about people like austerity measures do you like austerity measures no look that's that what you want question controls the regulator the regulator is controlled by the government there is no doubt that the regul government is owned by the Banks oh rubb absolutely listen we're now moving into conspiracy theory nonsense why we need to understand exactly what went own Roy Bank of Scotland yes of course the government Own It contradicted yourself why why don't we have enough money why are we suffering austerity measures why do we have rapid High because the bank stole a majority of that money when they come and they say they're lose no when they say that they want to do ring fencing or increase Reserve Capital tier one Capital they don't obey tier one Capital rules as it is they don't obey the laws as they do these Banks you mean by that talking about they need to have a certain amount of capital on their books they is their primary Capital they make loans against okay they have to have a certain amount they are in violation of those rules right now they have been for years that's part of the reason this crisis has developed they don't enforce those rules so if they say oh let's go from 7 to 10% it doesn't make any difference because they're not enforcing the rules today anyway they started using debt as a casino method mentality that's not even abely even in the report they say they're going to SE they mentioned that in their report there been fully documented in reports all over the world that there's a casino aspect of these Banks my friend no You' got Stockholm syndrome you've been held hostage by bankers and now you fall in love with them you're ill you you're in League with the financial ter you're a bad guy you're an enemy of everybody in this audience because you're defending some bankers who are stealing money these guys are Financial terrorists they should beated throughout history when Bankers have seized control the system and impoverished the community there's been some uh penalty to pay and this is one of those inflection points in history where a group of individuals have taken upon themselves to bankrupt the state and they deserve to be punished with the harshest possible terms and I do not rule out stock stock options let's let's be honest about what the stock options in this case are let's talk about what it is in this case counterfeiting in much of the uh cases of backdating stock options and issuing stock options and awarding of uh regd Insider stock this is counterfeiting uh to go along with fraud and embezzlement you cannot position this as merely poor business practices or a oneoff uh Calamity in the financial Market this is a pre-planned Financial Holocaust by Financial terrorists and I think of beenin Laden were running the central banks in America he would be doing a much better job and less damage Cameron warns against Banker bashing so UK prime minister David Cameron yesterday said he understood the public anger towards the nation's Banks but warned against Banker bashing here is blatantly obvious that your own Bankers are financially ring your people right up there Cameron you did nothing because you're in their pocket because you're a schmuck why are you going after these people man Kaiser Nails it but all the macro headwinds do not stop in what we've covered things are going to get worse you need to prepare and you need to make sure that you're stacking and protect yourself from this economic Calamity further into this report institutions have become more susceptible to facing Bank runs and systemic failures that could undermine their financial quote unquote soundness No wonder why so many credit rating agencies are now downgrading banks that look highly leveraged the industry's woses have gone from bad to worse we can remember s Lon Valley Bank in that that was just the beginning Moody's investor service cut the credit ratings of 10 small and midsized American Banks the actions have sparked widespread concerns over American lenders cost profitability and specific exposures and have also raised crucial questions about the banking sector's potential vulnerability to another crisis hey and not to mention delinquency also shot up in the past quarter with Cox Automotive reporting that borrowers more than 2 months late on autol loan payments went up by 26.7% credit card companies are reporting soaring delinquency rates as well at 8.3% and that's up from 5.1% just a year ago data from New York fed shows they are racking up losses at the fastest Pace in 30 years according to Goldman Sachs and hey with no cash coming in from the government anymore Amy coffin was executive director of the American bankruptcy Institute and she highlighted that some people are finally experiencing that economic crunch they're having to pay their mortgage their car payments there are several people who haven't been able to weather that storm simultaneously corporate bankruptcies are soaring too so far more than 400 corporations have gone under and to put that in perspective corporate bankruptcy is rising at the fastest Pace since 2010 and are double the levels seen this time last year companies in the consumer discretionary and Industrial sectors have seen the most bankruptcies as demand continues to cool down historically these sectors carry significant debt on their balance sheets putting them at much higher risk in this Rising rate environment and the public is definitely feeling it a majority of 77% foresee an increase in the cost of food while 75% predict higher gas prices 69% expect higher utility costs and 64% believe healthcare costs will get even more expensive millions of Americans have already exhausted their savings and are facing Rising debt loads while their income stagnate consumer prices aren't showing any signs of relief with more businesses reporting price hikes ahead of the holiday shopping season and turmoil in the oil and energy Market are likely to lead to gas price increases and expenses of heating bills this winter man guys we've been telling you it appeared that the debt spiral is here The Perfect Storm for Bitcoin to completely go ballistic has also arrived Bitcoin is here to eradicate the banks anyway we don't need them anymore and we don't need to be reliant on their horrible policies they are the worst people in the world at their occupation and now they're irrelevant and now you can protect yourself these people can't steal your wealth anymore but you have to take self- custody and use best practices and if you need help with that we got just the guys for you to reap the reward of Bitcoin and all it has to offer you have to take self- custody that is the Revolution and simply Bitcoin originals are powered by the Bitcoin way and the Bitcoin way as your dedicated Bitcoin it team they're here to guide you from start to finish on your journey to properly self- custody your Bitcoin they've recently introduced 100% privacy focused collaborative custody service with that you can benefit from Advanced multi-sig security inheritance planning and much more while remaining 100% in control looking to get started book a free 30 minute call using that link below now guys it's easy to kind of get excited with everything going on because you know we've been pointing this out for a while and I I showed that clip in the beginning of the big short and it very I mean you've got to be feeling Deja Vu too after we went through all this but remember we're bit Corners stay humble stack SATs we know where everything's headed stay the course and remember what Ben Rickard said you know what I hate about [ __ ] banking it reduces people to numbers 's a number every 1% unemployment goes up 40,000 people die did you know that no did you know that no I didn't know that just don't [ __ ] dance if you prefer to go down with the ship [ __ ] you
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