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영상의 결론: 래리 핑크(블랙록) 토큰화 발언과 맥도날드·은행 관련 인터뷰 클립을 음모론적 해설로 엮은 콘텐츠로, 구체적 투자 예측은 확인되지 않음. 토큰화 관련 클립: 블랙록 래리 핑크는 증권 토큰화와 분산원장으로 중개인과 수수료가 줄고 즉시 결제가 가능해질 것이라고 주장함. 규제 금융 범위에서 DeFi 기능 일부를 활용하되 고객보호·자금세탁방지 원칙은 유지해야 한다는 입장. 맥도날드 관련 클립: 맥도날드 CEO는 배달 중심 매장(실내 좌석 없는 형태) 테스트와 중국 사업 회복 등을 언급함. 2019년 대비 아직 하회 상태이며 중국 방문 후 판단을 말함. 구조조정 클립: 맥도날드 경영진은 비용 절감보다 업무 방식 개선을 목적으로 한 구조조정이라고 설명함. 금리·은행 클립: 연준 금리 인상 확률이 높고 시장은 연내 인하를 반영하나 실제 연준 정책과 차이가 있다는 설명. 예금 감소 등 은행 위기 지표를 주시해야 한다는 주장. 은행 실적 클립: 금리 인하 전까지 해당 기업이 수 분기 적자를 낼 수 있다는 전망이며, 금리가 장기간 유지되면 회복 기간이 길어진다고 언급. 해설 부분: 진행자는 토큰화·DeFi·로봇 자동화가 금융 시스템을 바꾸고 중앙은행과 'NWO'가 대중을 유도한다는 음모론적 주장을 펼침. 이 내용은 근거 없는 주장으로 투자 판단 근거로 보기 어려움. 투자 예측 발언: 대상 자산에 대한 명시적 1~3개월 방향 예측은 확인되지 않음.
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I believe the Next Generation for markets the Next Generation for Securities will be will be tokenization of securities um we will and if we could have that distributed Ledger that we know every beneficial owner every beneficial seller we all have our our code of who's buying who's selling instantaneous settlement and think about it changes the whole ecosystem you don't need Trust Banks but does that disrupt you eventually because you are custodians no we're not a custodian we're not that we don't we use third-party custodians in everything we do in everything you do we don't we're not a custodian bank so you're so your goal in that by the way I don't think he was technically like custodian either which is a separate issue I think they were I don't know if there was a real custodian in that closed Ledger but that's a whole other story uh you should ask them that question um uh no I I mean the transformation think about instantaneous settlement bonds and stocks um no middlemen we're going to bring down fees even more dramatically um as for me I don't have to vote on any shares anymore because a beneficial owner will do all the voting the tokenization which we're trying to really be a lead think that's the rapper of the future and then blockchain enabled Financial uh watching animal Financial Services which we think with tokenization really um will enhance the user experience and create um innovations that you just can't do on the old rail so you know we're playing for the long game and we're very excited we're we're positioned in this you know quickly emerging uh new platform I knew that it wasn't about defy not for regulated financial service companies it was responsible D5 so you want some of the functionality benefits that come with D5 but you have to retain the foundational principles of regulated financial services customer protections anti-money laundering know your customer so we actually expected all this now that said tremendously intense environment with The Regulators but we're amazingly able to accomplish last year and I think you know it's fair to say to say you know that the SEC use wisdom tree is very constructive in trying to bring some of these Innovations can you kind of describe what we're looking at here and and give viewers a sense of how it's going to change the face of McDonald's the the consumer facing uh front of the of the business sure one of the things that we're thinking about is is different formats uh at McDonald's with delivery now being such a large part of the business with so much of the business going through mobile where someone might come to the restaurant and they want curbside they don't want to actually walk in all of those things when you play those out they have an impact on how big of a restaurant do you need how much indoor seating do you need to have and so what we're testing uh down in Dallas is essentially a restaurant that has no indoor seating uh and is geared much more for uh pickup through uh dual Lane drive through much more geared for delivery only we're doing a lot of testing in other markets around the world so I think the the McDonald's restaurant as you know it is going to evolve over time we're certainly going to still have a lot of the restaurants that are traditional restaurants but I think there's also an opportunity for us to think about new format Innovation and how we change the physical layout of our restaurant months for a much more Digital World we're seeing our China business starting to come back uh quite well we certainly had several years there where the business was uh declining we're still down versus where we were in 2019 uh but but ask me in a week because I'm headed to China in a week and I'll have a much better sense after that but overall when you look at the numbers clearly there's a bounce back happening in China and we're benefiting from that guys we have black rocks Larry Fink letting us know how tokenization is going to transform the world and how protocols like repo xlm Bitcoin lightning real time settlement will change Banking and that's the reason why these Regional banks have to say bye-bye you're only going to have the big Banks and then when you add in ethereum smart contracts and then plus we know Defy is definitely the new banking you're transforming the whole financial system and guys we know this is all about the fourth Industrial Revolution where the robots algorithms and drones take over the economy pay each other with crypto and the sheet go inside the metaverse and we're starting to see all of our corporations turning to Automation and we see McDonald's stock hits our all-time hot and we we have the McDonald's CEO says he's getting ready for the digital world and we're seeing all these big corporations laying off and we know they're turning to the machine and who's moving the masses over to the digital world the fourth Industrial Revolution that's right the faith the central Bankers are moving the masses like sheep Remember by time they wake up the fourth Industrial Revolution would already be here we know the NWO caused the problem wait for the reaction and run in with the solution and we know they printed all this money to cause inflation raising rates on the inflation that they cause which is causing a banking crisis and on top of it causing layoffs and who employs the masses that's right small business and who the small business turn to that's right the small Banks so as a small Banks crumble small businesses crumble then you have Mass layoffs but the NWO has the solution the robots algorithms and drones get to take over the economy now they have money which is crypto and the sheet will be going inside the metaverse getting free money it was already tested they sat at home during the c word getting free money and happy but little do they know this money is going to be airdrop they're going to be told what where and when and how to buy because this money is programmable and they have three to six months to spend it or proof is gone so on the other side you've been doing this this restructuring you mentioned the layoffs which we reported on what what's the earnings benefit overall to what you're doing the way we looked at the restructuring it was not about trying to get a g a savings it was much more for us about changing our ways of working and one of the things that I wanted us to be able to do is we need to be able to be faster as an organization we need to be more Innovative we need to be more efficient and I saw things with how we were organized how we were working that we're going to get in the way of that and so uh one of the things we took a look at with the senior team over the last six months is how do we change our ways of working we need to stop working in silos we need to stop having every Market uh try to invent its own light bulb so to speak and we need to do a much better job of digitizing the organization so that was the impetus for uh taking a look at the organization and unfortunately as you noted it did result in in some people leaving it leaving us but but it came from a place about how do we actually get better as an organization as opposed to trying to hit uh you know a specific savings where the FED Futures now Steve just so we know about 70 something uh 80 something Joey 88 probability of a rate hike uh coming in uh May and and I think the deal is that yeah there are a few things left and I I might the the FED wants to look at I'll walk you through those just a second but I think uh Powell's just gonna take what he's been given here if you look at the 88 saying it's a a quarter point coming and then if you look down the road there's a hold and then there's that cut those cuts built in you look at the January fed funds Futures that shows that 445 so about 70 basis points separates where the FED thinks it's going to be and where the market thinks it's going to be but that's not what's in front of us what's in front of us is you have the claims tomorrow uh and you also have that banking data and I know the FED is watching that banking data very carefully I got a chart to kind of chew over here and that's the sort of the last outstanding uh uh number here or Joe which is um look at the deposit year over year change we've actually never seen like anything like this what we're looking at right now and yet if you look at the Loan Data it's a little bit lower but not a whole lot lower some of that may be because of inflation makes loans bigger in general but you see this negative number we have on deposits that's the one thing that could stay the fed's hand I just have not heard a whole lot of folks saying that what's happening now in the banking situation trumps what's happening now in the inflation situation well I think right now it I think one of the things that would actually benefit the company would be lower rates and if we go into a weaker economy and the FED Cuts rates that would alleviate some of the uh deposit cost pressures then the funding cost pressures that they're faced with and that's not likely to do that anytime soon no not anytime soon I think we're looking into next year uh at the earliest so I think we're we're basically going to see the company lose money for the next several quarters If the Fed doesn't cut rates because it's still battling inflation even if it decides to stop raising rates if it doesn't cut rates let's say for the next two years how would that change your perspective yeah that that tunnel gets a lot longer then 're learning say That'ano size your banking your gaming Well s part one Kayla Montana and Grandma Tam goes to China
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