Jim Cramer claims Gamestop "Stole His Plan" - While Mocking Ryan Cohen + Switching to Bullish on GME

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게임스탑이 NFT 마켓플레이스 사업부를 신설하고 암호화폐 파트너십을 추진한다는 보도를 계기로, 크레이머는 자신이 2021년 2월부터 게임스탑의 NFT·암호화폐 진출을 주장해왔다고 강조한다. 게임스탑의 게임 팰리스 구상: 게임 대회 우승자에게 이더리움 등 NFT·암호화폐로 상금을 지급하는 게임 팰리스를 열고, 쇼핑몰 빈 매장을 활용해 오프라인 거점을 만들자는 전략을 제시한다. 암호화폐 은행(크립토 뱅크) 구상: 젊은 층 대상 암호화폐 거래·보관 서비스를 매장별로 도입하고, 게임과 암호화폐 수요의 교차점이 크다고 주장한다. 엔비디아 CES 키노트에서 게임용 그래픽카드가 암호화폐 채굴에도 쓰인다는 점을 근거로 든다. 라이언 코언(게임스탑 대주주)에 대해서는 그가 이 계획을 실행 중이며, 1분기 내 구현이 가능하다고 본다. 다만 전체 수익화는 오미크론 확산 이후 매장 전환이 본격화되는 시점에 가능하다고 설명한다. 게임스탑 목표 주가 관련: 과거 고점 400달러 수준을 언급하며 회복 가능성을 시사하지만 구체적인 목표가는 제시하지 않는다. 부동산 측면: 쇼핑몰 임대 확보를 위해 사이먼 프로퍼티 그룹 등과 협상이 필요하다고 언급한다. 암호화폐 시장 관련: 당시 비트코인이 3개월 저점 부근이라는 점을 언급하며 매수 기회로 해석하는 뉘앙스를 보인다. 리스크: 실행 지연, 오미크론 변수, 쇼핑몰 임대 협상 난항 등을 간접적으로 언급한다.

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01. meanwhile the meme stocks are once again a topic a game stop surging in the pre-market the journal says that the video game retailer launching a division to develop a marketplace for nfts establish cryptocurrency partnerships as they try to turn a profit after years of losses now let's be clear you've been all over this story for eight months i think in february i said that they should do this at one point i was so disgusted with how angry people were that how fanciful how i was just a fictional player that i knew nothing when i kept saying they got to get into nfts they got to get into crypto they got to become the place for crypto you have to start winning you have to do gaming palaces and the people who win are paid in nft and carl i was ridiculed i was laughed at there's not a monument for me there's nothing but i did tell you in april and total discuss enough already this is what has to happen so when all right when do we start seeing the fruits of this labor instantly because it was pretty easy to do my plan was was to put in action six weeks you think we see it this quarter oh it's a q1 story oh it's an easy story i mean if they follow my game plan yeah they can get this done by by march there was nothing really to it i mean all you got to do is go to yeah by the way you do the gaming palaces are there a problem for omnichrome we can't do that part yet but what we'll do is we'll do the uh we can set we can have rewards in nft right now and you can also be the crypto bank for young people which is good remember the the intersection between crypto bank crypto for young people and gaming is almost a hundred percent if you look at the nvidia keynote at ces it's just the people who are interested in crypto actually even you know in video the cards that are gaming are also used for crypto so it made so much sense that even ryan cohen figured it out yeah well uh gaming involves currencies you gotta get stuff to use stuff and you addressed this last night on mad money take a listen to this carl here's what i know about gamestop the stores are not where the action is but if if cohen were to take up my my bank of ethereum that he just does crypto banking in all the different stores don't worry he's going to do this and then he's going to take credit and the wall street bets people are going to say it was all their idea but they have to you they have to go crypto carl wow april of last year yeah you know blind squirrel finds nut but there is a an element that this was this was the idea and it's not up enough to reflect this this is too big an opportunity young people are too you if you go look at robin the pastiche of robin hood's business it's there's so much of this dogecoin i think ryan cohen and his people are all very very good you know they're they're amazon google kind of people they will teach young people to step up and start buying some buy some buy more serious ones uh it will become in every mall and everyone will be lines just to talk about and figure out what to do they will become if they do the game plan they will become the authority and like the coinbases of the world oh please we did have an upgrade of coin earlier in the week on revenue diversification away from crypto right and by the way bitcoins at a three-month low this morning well what a great time to get in i mean they didn't catch the high uh if if ryan cohen starts the plan now and i believe ryan's running it and i'm not being facetious i mean i was facetious last year everyone thought i was being facetious but you know you go into they'll convert the stores one by one they'll do some pilot stores and then we'll get very excited about it and we'll realize that the coin bases were basically um the brick and mortar to the actually in this case believe me the brick and mortar entry from gamestop is going to be right to the web uh and i just think i'm very excited about this so do you think this is the best use case you've seen so far for for maybe nfts maybe crypto yes because gamers they're look if you go back to the nvidia keynote they got 33 million they 330 million people were gaming okay just a huge percentage 10 of this country's gaming these are people who want to shift very much and want to learn more about crypto and want to be paid in crypto for gaming and when omicron blows over they can take all those searses and the jc pennies that they don't want anymore and they can open the gaming palaces that i want and when the game impals you paid in ethereum if you win we do it kind of like the way draftkings does with the millie or with the single draft entry for d single entry for dfs and it's going to be it's going to be brilliant interesting so you see a real estate play in here oh god yeah gets back to prior highs well that's hard because it was the 400 when i ripped off the catheter that was a seminal moment for me at 400.

02. but i do think that what will happen is is that they'll make a deal with salter for authentic brands they'll get that thing going they'll go to simon properties now david simon's one of the tough people in the world he'll drive a hard bargain but they now are they can they can be the open space in the malls and be all set when omicron blows over which according dr gottliew's gonna be rather