저자: PatrickByrne · 외국인
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결론: 비트코인은 긍정적으로 보지만 블록체인 기술 외 대부분 자산에는 회의적이며, 장기 관점 발언 위주다. 핵심 주장: 블록체인 기술이 문명을 재편할 잠재력이 크다고 보며, 비트코인 자체보다 그 기반 원장 기술이 본질이라고 주장한다. 블록체인 평가: 암호화로 보호되는 불변 원장으로 다양한 활용이 가능하다고 보나, 현재 실제 사용자 수는 매우 초기 단계라고 인정한다. 투자 견해: 비트코인에는 장기적으로 긍정적(롱)이고 그 외 암호화폐 전반에는 중립~회의적이라고 밝힌다. 규제 이슈: SEC가 ICO를 증권으로 보는 방향으로 압박을 강화하고 있으며, 과거 ICO 상당수는 증권법 우회 성격이 있었다고 평가한다. 토큰 구조: 증권형 토큰은 주식처럼 회사 지분을 대표하지만, 유틸리티 토큰은 증권법을 피하려는 수단이었다고 본다. 출연자 전망: Thiel과 Dorsey의 비트코인 단일 통화 전망을 언급하며 Thiel의 발언에 의문을 표한다. 리스크: SEC 규제 강화와 ICO 관련 법적 불확실성이 주요 리스크로 제시된다.
다듬은 글
I'm not exactly sure whether I would encourage people to run out right now and buy these cryptocurrencies, but the technology people like to talk about is blockchain technology. I'm somewhat skeptical about how well that translates into good investments. I would be sort of long Bitcoin and neutral to skeptical of just about everything else at this point.
Peter Thiel, the PayPal co-founder and Palantir chairman, told me in an interview last week about blockchain and Bitcoin. Twitter CEO Jack Dorsey has also said he sees incredible promise in Bitcoin. Dorsey told The Times of London that the world will ultimately have a single currency, and the internet will have a single currency. "I personally believe that it will be Bitcoin."
Joining us now to weigh in on this is Overstock.com CEO Patrick Byrne. Patrick, you've been on the show many times and talked about the wonder of Bitcoin. Before we get to the hat you're wearing, this is the first time I've heard anyone say they don't trust blockchain but they trust Bitcoin. Peter Thiel is normally a very smart guy, and I didn't think that was the smartest comment he's made, but he may be seeing something I don't.
I think the underlying blockchain technology has an unbelievable promise to reshape civilization. Whether Bitcoin happens or doesn't happen, the main event is the blockchain, and it's curious to me that he said what he said. I'm going to look that up.
To me, the main event of Bitcoin is not Bitcoin itself. It's the underlying ledger technology, which is blockchain. It's like the ledger your granddad kept for his hardware store, but it's cryptographically protected. It's a magic ledger where every entry is immutable, and there are many things you can do with it. That blockchain is what will really change the world.
I think it does have some magic potential, but I wonder how many people are actually using that magic right now.
We are in the very earliest stages of adoption. We're introducing a blockchain version of Wall Street called T-Zero.
Let's talk about why you're wearing the hat today. The Securities and Exchange Commission is cracking down on cryptocurrency. Is this increased scrutiny affecting your plan for the coin offering?
They sent us a letter about this. I think I understand, and I'm meeting with some ladies and gentlemen from the SEC next week, so I'm sure I'll have a report afterward, Maria. I wouldn't expect anything less from them. Or maybe it's my Maoist jacket, which I wear on the show with you. It's a general jacket, by the way. Men should wear hats indoors. That's just a general rule.
It might also ruin your beautiful hair.
Thank you. But I actually think this is quite legitimate, and it's actually overdue. I was wondering last year where they were. It's been surprising how slow they've been to react. Last year there was an explosion of something called ICOs, initial coin offerings, and billions of dollars were raised. It looked to me like it was way outside the law, so I'm surprised the SEC took so long. Around July they issued a decision, the DAO decision, where they started hinting that it was outside the law, and then they kept nudging. A week or two ago the SEC chairman came out and said all of that stuff is, under the law, treated as securities.
So if you buy that security, what exactly are you buying? What do you own?
If you buy a token, specifically a security token, think of it just like a share of stock. It's a slice of the company, a piece of the company. The big coin explosion you're talking about last year, the initial coin offerings, mostly involved things called utility tokens, utility coins. As far as I could tell, that was a real way to pretzel around federal securities regulations. The offering of securities, and the speculation that followed, was the point.
Boy, everybody seems to know what the stock moves on. Do they know what the stock moves on? We are in discussions, and I think I have a shock collar, a tie, a leather collar, if I say the wrong thing.
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