저자: Cryptoteacher · 외국인
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2023년 2월 4일 영상. 전반적으로 음모론·선동적 주장 위주이며 자산 가격 방향에 대한 구체적 예측은 거의 없음. [결론] 비트코인은 탈중앙·투명한 자산이라 법정화폐 신뢰 붕괴 시 보험 역할을 하며, 중앙은행과 4차 산업혁명 음모를 근거로 한 주장이 주된 내용임. [비트코인 관련] 작년 FTX·셀시우스 등 중앙화된 플레이어의 파산으로 암호화폐 침체가 있었으나, 비트코인은 규칙 기반·21백만 개 상한의 탈중앙 시스템이라고 주장함. 코로나 이후 재정·통화 대응이 과잉 인플레이션을 낳아 시민 불안이 커졌고, 구매력 붕괴에 대한 보험으로 비트코인을 제시함. [중국 정찰 풍선] 미국 상공 풍선 비행은 정찰 목적이지만 저궤도 위성 대비 정보 가치가 낮아 도발적이며 시점도 부적절하다는 취지의 논평이 나옴. 주지사는 당시 상황을 모니터링 중이라고만 답변함. [캐시 우드·짐 크레이머 및 연준] 캐시 우드는 연준이 피벗(금리 인하 전환)할 것이라 보지만, 영상은 중앙은행이 레거시 시장을 파괴하려 한다는 음모론적 주장을 펼침. 짐 크레이머는 뜨거운 고용시장 때문에 연준이 금리를 내리지 않을 것이라 봄. 영상 측은 이를 근거로 연준 인하가 없다는 입장을 취함. [AI·메타 관련] 메타는 릴스 성장, 왓츠앱 수익화, AI 활용 효율화로 긍정적 평가를 받음. AI 수혜는 AI 사명을 가진 기업보다 독점 데이터와 도메인 전문성을 가진 기업이 클 것이라는 의견이 제시됨. [금리·채권 시장 해석] 파월 발언 이후 주식·채권이 상승한 것에 대해 캐시 우드는 작년 인플레이션·금리 공포가 과장되었다고 봄. 서머스·옐런의 입장 변화, 파월의 임금-물가 악순환 부정 발언을 근거로 인플레이션 둔화를 설명함. 인플레이션 둔화 기대 쪽 해석이며 금리 인하 시점에 대한 구체적 수치 예측은 없음. [출연자 주장 및 리스크] 영상 후반은 CBDC·세계질서 음모, 4차 산업혁명으로 인한 대량 실업과 '재교육' 필요성을 주장하며, 저서 홍보와 굿즈 판매 안내가 포함됨. 투자 판단 근거로 보기 어려운 선동적 내용이 다수임.
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students actually was strengthened last year now last year was was a a terrible year for everything crypto but if you think about what happened it was the centralized opaque uh players who went bankrupt FTX Celsius three hours to Capital um and and what did we see from Bitcoin Bitcoin is completely decentralized and transparent it started because of 0809 the lack of transparency in the traditional Financial Services ecosystem and I remember when we did our research and art laugher I I mentioned him I mentioned him the first time it was on your show um he took us through uh what Bitcoin meant to him and it was wow art the this is a rules based secretary it's a rules-based digital monetary system and it's Global and and there's no human intervention uh it's very disciplined it's mathematically metered to top out at 21 million units well in the last year the response to in the last three years the responses to covid the the fiscal and monetary responses that you know in many countries are causing hyperinflation and you know fiscal crises we're seeing protests and riots all over the place um well where do these people go for an insurance policy against an implosion in their purchasing power and wealth it is in something like Bitcoin Bitcoin is an insurance policy and it is an insurance policy for the for for everyone against confiscation of wealth uh let's start with the balloon um is this is this normal course have there been balloons flying over us for long do we have balloons flying over China well Andrew listen uh Nations do uh do reconnaissance for sure this one is a bit bizarre and provocative because it's not going to gain much more uh intelligence than their low orbit satellites so it just seems provocative and it happens quite frankly at the at the wrong time we have a new Republican control house that's standing up a select committee on China we have the blinking trip and so this is bizarre to me it's just you don't get much value in doing this other than a poke in the eye so I don't understand it um Governor I hate to pull random video off the internet and ask you to respond to it but this is going around it appears to be it's on social media video of an explosion over your state showing what looks like a smoke Trail in to the sky we can't even guess as to what this is do you have any information about this I not at this point I was notified of it just minutes before we came on the air uh we're monitoring the situation I'm talking to our uh National Guard to find out if they have additional information I'm sure I'll be briefed here in the next hour last question welcome to the crypto teacher and you know I come back with that video just to make you think your channel and we have Kathy Woods which we know is a puppet but we also know she's invested in her fourth Industrial Revolution but when it comes to bitcoin we know that central banks took it over and all major crypto projects guys the only thing I have to do is look at the funding rounds the big corporations and big banks have been funding it from the beginning and what do I teach you follow the money and Kathy Woods talks about the AI takeover and we know she's invested in a robot's algorithms and drones she knows where this economy is going and we know none of the mainstream media talks about the fourth Industrial Revolution talking about getting the people prepared they want to move the masses over without them even knowing and we know majority of the masses are going to be out of work and are going to be entering inside the amount of us and we have Jim Cramer coming with an angle and then we have Kathy Woods coming with an angle the hegillian dialectic and Jim Cramer says that the FED is not going to cut because of the red hot job market and we know these job numbers are a lot but guys when it comes to Kathy Woods she thinks the FED is going to Pivot but we know the FED is not going to Pivot why guys because we know that central banks want to destroy this Legacy Market in order for the fourth Industrial Revolution to rise the only way we get this digital transformation is by destroying America to Babylon along with the United States Reserve currency and the rise of the brics Nations led by China the dragon along with a digital Yuan backed by the digital SDR and remember the crypto teacher told you because he knows when it comes to the New World Order it's all planned out the other one for that yes we are in the very early days of what will become very immersive digital experiences in fact we believe that more than half of our spending will end up online as opposed to uh uh through physical stores and and that's part of our big Ideas uh this year our our team uh uh led by Frank Downing and and Nick ruse have done a terrific job Andrew as well uh pulling together how this new world is going to work so absolutely we do I think what happened with meta last night I listened to the call was fascinating I think what's happening is uh meta has an answer to Tick-Tock it's reels and reels is taking off they're also extremely focused on using artificial intelligence as they are activating this platform and WhatsApp is also becoming a very important platform that they have not monetized and now they're activating it uh so really really fascinating and you know just to give you a sense Delta is working through WhatsApp right now to inform passengers uh when something goes wrong and improving customer service dramatically uh so you know this this could become a very big uh business use case so yes lots of big markets that faced with the other thing that Mark did was use the word efficiency he must have used 15 times investors liked it and and and and in that uh in that vein he was using artificial intelligence as well um because as we in Big Ideas uh and you can find Big Ideas on our Dash invest.com um and Big Ideas we show them productivity increases that are possible uh because of artificial intelligence it's these companies who could be some of the biggest beneficiaries if they harness AI correctly I think a lot of people are looking for the killer app like they they look like these uh viral apps that the internet delivered right the killer app for artificial intelligence is productivity games and any company does not harness it uh is probably not going to be one of the big Winners out there and just one other thing on AI I think a lot of uh a lot of the hype is in companies that have ai in in their names I know the real winners here are going to be those companies that have proprietary data and have lots of it have the best domain expertise best AI expertise the best pools of high quality data to basically create new business comes to stocks Kathy it seemed the more Jay Powell talked the more you know excitement you saw and it moves to the upside when it came to both stocks and bonds does this Market reaction make sense to you or do you see some irrational exuberance if you will no if anything I I saw an exaggerated uh reaction last year to fears that inflation and interest rates were embedded in the system uh like they were in the 70s and we just didn't believe that at all in fact we were seeing a lot of early signs of uh inflation coming down actual deflation surfacing so this does not surprise us I think what has happened here there there are three people who have weighed in and in in the last week who really have changed their points of view one is Larry Summers Larry Summers was almost apoplectic last year so this is the former treasury secretary almost eclectic about inflation and I think he truly influenced the FED because he was so sure that we were in a 70s style inflation if you'll notice in the last week he said uh okay now don't don't signal what you're going to do in the future we're seeing some economic weakness here and I I think the other thing he was saying not explicitly was hey some prices are coming down that I didn't expect to come down you know the oil prices roughly half of where it was last March uh so that's uh that's the first person the second person was a treasury secretary Janet Yellen and remember I think the market last year got really upset when she changed her mind on transitory and uh and and and and I think that fed chairman Powell as well and uh and and turned him into an even more hawkish mode along with the rest of the Ford bed board members she this week uh said that now that inflation is coming down we're probably going to be looking at the bigger risk being kind of mired in low inflation low growth that was a big change and it effectively says wow maybe it was transitory after all it was just a little longer than we expected who knew supply chain problems would last two to three years who knew Russia would invade Ukraine and then the third the third thing that happened this was really important I think in the Q a um uh chairman Powell himself said uh I agree with Lyle Brainerd I we do not believe we're in the middle of a wage price spiral and that's another code phrase uh for the 70s style inflation so I think that is what the Market's responding to Kathy you've talked about though the threat of Deep I think I called the other day I said that those who thought that that power cut interest rates uh later in the year I called them clowns and that wasn't fair what I really should have said is that they're Chowder Heads because it's really incredible to me that there were morons so stupid to believe that this man would say we need a couple of rate increases and they doubted him what do they know I mean he obviously got a sense that the economy is red hot still when it comes to waging wage and when it comes to job and he said it and he's prepared and all this is going to do is say all right pal knows more than the prognosticator so I'm fine but the the uh you can't call a 10-year or a two-year or you're calling the participants Chowder Heads or or clowns because they they know these there's so many people who look at the yield curve and they say you know what the Joker says that they're going to cut so they should cut I read Cindy Homer's 500 page book about inside the yield curve it was a page Turner but the one thing it taught me is don't look at what they are doing with the with the bonds think yourself about what could happen and I say that the bond market those guys were wrong and it's okay they've been wrong so you you think that we were just having the discussion about whether the the model that a could you have people return to the workforce in the participation rate uh that they're not coming back causing uh you know wage increases they're just there's plenty of people employed but it doesn't correlate with inflation so the FED is is barking up the wrong neck of the woods no that's just going to keep tightening until we get wage decreases and that's why it was important to note actually to listen to what he said I know a lot of people don't want to listen to what they say because it doesn't matter they're wrong pal has a hand on this pal knew that wage inflation was still a problem otherwise he would have stopped raising rates so I just think that what's happening is this is a kind of a reset where the people who were so stupid is to think that he was going to cut rates get their heads handed to them and then we get a new group of people in report Chinese they cbdc technology so it's going to be cbdc in a box provided to You by The People's Bank of China powerful person in the world this is the Storyteller the Storyteller says the Vision Values and agenda of an entire generation to come Steve Jobs and guys you know I truly believe in this when you look at the new world order they're the Storyteller and that's the reason why I wrote my new road auto book but guys now it's time to change the current generation and I wrote three kids books you know I love the Trinity because I understand the power of that Senate so I have three books we have an opportunity to change the generation to educate not just me but I want to show you that I take action on a daily basis and I want you to take action on a daily basis whether it's your job whether it's in your community we have an opportunity 20 right now to educate the masses I posted this on my Twitter account please share but this is a short clip of the three books there's going to be a clothing line and action figure please get these books for your kids nephews cousins friends so therefore we can start the re-education now because as we see the fourth Industrial Revolution Foundation is definitely here robots algorithms drones taking Humanity out the picture we have to re-educate but let's get into the video it's mandatory to get part one part two and part three of this series it's time to re-educate Generation Z
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