Placeholder Image

字幕列表 影片播放

自動翻譯
  • Yeah, I was actually talking to a couple ex Wall Street traders this week, one of them being dan Morehead of Pantera capital and and they both said they both said a few things, but we're quite interesting first of all, dan was the first to say that the guy that sat next to me at Goldman Sachs was, you know, steve Nugent who became the Treasury Secretary and so do not assume that Wall Street and the Treasury are a revolving door is naive.

    是的,實際上我這周和幾個前華爾街交易員談話,其中一個是Pantera資本的丹-莫海德,他們都說他們都說了一些事情,但我們很有趣,首先,丹是第一個說在高盛時坐在我旁邊的人是,你知道,史蒂夫-努根特,他成為財政部長,所以不要認為華爾街和財政部是一個旋轉門是天真的。

  • He also or another guest mentioned that.

    他還或另一位客人提到了這一點。

  • The truth is if you're a fund manager, you know, and you see Bitcoin becoming an asset that's appreciating and you don't get to get in on it, then you're competing fund manager is going to get on it and you're out of a job.

    事實是,如果你是一個基金經理,你知道,你看到比特幣成為一種正在升值的資產,而你沒有參與其中,那麼你的競爭基金經理就會參與其中,你就會失去工作。

  • And so there seems to be real wealth getting in on this.

    是以,似乎有真正的財富進入了這個領域。

  • If Jpmorgan's putting funds in there and and client assets and Goldman Sachs is those same guys at the Fed are probably not going to shut the door on them Because it is part of their business.

    如果摩根大通把資金和客戶資產放在那裡,高盛也是如此,美聯儲的那些人可能不會對他們關上大門,因為這是他們業務的一部分。

  • And so you have to remember that the other day is all about about fear and greed.

    是以,你必須記住,另一天都是關於恐懼和貪婪的問題。

  • You know, these funds potentially want in because they need to beat the S&P 500, right?

    你知道,這些基金有可能想要加入,因為他們需要擊敗標準普爾500指數,對嗎?

  • They need to beat the returns.

    他們需要擊敗回報。

  • And sometimes it is that simple and sometimes it's not that simple scott, but I think some people need to realize sometimes it is that simple, some great points you just made there and things I talked about all the time.

    有時就是這麼簡單,有時又不是這麼簡單,但我認為有些人需要認識到有時就是這麼簡單,你剛才說的一些很好的觀點,也是我一直在談論的事情。

  • One is that paul Tudor jones and Stanley Druckenmiller and Bill Miller and all these billionaires who are now proponents for Bitcoin, don't make that decision without knowing it's not going to get banned.

    一個是Paul Tudor Jones和Stanley Druckenmiller和Bill Miller以及所有這些現在是比特幣支持者的億萬富翁,在不知道它不會被禁止的情況下,不會做出這種決定。

  • I'm sorry, these guys are not going all in, you know, in the media on Bitcoin without calling someone first to make sure that they're not going to be on the wrong side of regulation.

    我很抱歉,這些人不會全力以赴,你知道,在媒體上宣傳比特幣,而不先給別人打電話,以確保他們不會在監管方面出錯。

  • So that's one and you touched on that.

    所以這是一個,你也提到了這一點。

  • The other is a very interesting shift that I think we've seen in the past two years that you also just mentioned, which is, I think there was huge reputational risk to supporting Bitcoin or Cryptocurrency in the board room until last year.

    另一個是一個非常有趣的轉變,我認為我們在過去兩年看到的,你剛才也提到了,那就是,我認為在去年之前,在董事會會議室支持比特幣或加密貨幣有巨大的聲譽風險。

  • I think even if you loved it as a risk manager as a portfolio manager, you were going to be nuts if you threw it out on the table and said, I want exposure to this, right?

    我認為,即使你作為一個風險經理喜歡它,作為一個投資組合經理,如果你把它扔在桌子上說,我想接觸這個,你也會瘋掉,對嗎?

  • You didn't want to be first.

    你並不想成為第一。

  • I think that's flipped.

    我認為這已經翻轉了。

  • As you've said.

    正如你所說。

  • I think now there's reputational risk to not understanding the asset or at least having a plan.

    我認為現在不瞭解資產或至少沒有計劃,就會有聲譽上的風險。

  • So I think even the people we haven't seen coming yet, the endowments, pension sovereign wealth funds who, by the way, they come with an E.

    是以,我認為即使是我們還沒有看到的人,捐贈基金,養老金主權財富基金,順便說一下,他們有一個E。

  • T.

    T.

  • F.

    F.

  • Right there.

    就在那裡。

  • Risk managers have been doing diligence on this for two years there, waiting for an instrument to be able to gain exposure and can't right now.

    風險管理人已經在那裡做了兩年的勤奮工作,等待一個工具能夠獲得曝光,現在不能。

  • So if they're coming in, maybe that's the catalyst, but all that aside now your clients are asking your, you know, the, everyone's asking about it, everyone wants exposure.

    是以,如果他們進來了,也許這就是催化劑,但撇開這些不談,現在你的客戶正在詢問你的,你知道的,每個人都在詢問它,每個人都想要曝光。

  • JPMorgan Jamie Dimon said that it's the worst, basically the worst asset that's ever been created.

    摩根大通的傑米-戴蒙說,這是最糟糕的,基本上是有史以來最糟糕的資產。

  • If anyone in his firm even trades it on their own time, he's firing them and now JP morgan everyday filing for a new TTF, starting a new fund, wealthy clients can gain access because he has to, he hates it, but he has to Right.

    如果他的公司裡有人甚至在自己的時間裡進行交易,他就會解僱他們,現在JP摩根每天都在申請一個新的TTF,開始一個新的基金,富有的客戶可以獲得准入,因為他必須這樣做,他討厭這樣做,但他必須這樣做 對。

  • And so I think that that's exactly right.

    所以我認為那是完全正確的。

  • Is that now the reputational risk is on the other side and you have to open the doors, you're gonna get left behind.

    是,現在聲譽風險在另一邊,你必須打開門,你會被甩在後面。

  • Yeah.

    是的。

  • When your customers are asking, I mean, you know, know exactly if you tell them no, someone else will tell them yes.

    當你的客戶在問,我的意思是,你知道,確切地知道如果你告訴他們不,別人會告訴他們是。

  • And, and uh, that's the funny thing.

    而且,呃,這就是有趣的事情。

  • It ultimately comes down to demand.

    這最終歸結於需求。

  • This is an asset that's now proven itself.

    這是一項現在已經證明了的資產。

  • You know, and like you said, whether it's maybe even as much as 18 months ago, you couldn't publicly come out.

    你知道,就像你說的,無論是也許甚至多達18個月前,你都不能公開出來。

  • There were no public ceos doing it.

    沒有公開的首席執行官這樣做。

  • I mean, Michael Sailor really took the jump on that.

    我的意思是,邁克爾-賽勒在這方面真的跳了出來。

  • Obviously Ellen followed coin based today, you know, when will we see before?

    很明顯,Ellen今天跟著硬幣走,你知道,我們什麼時候才能看到之前?

  • End of year before amazon and google and Apple put some, maybe, maybe not, but it seems to be trending that way and now it's probably not going to stop and like you said, somebody made a phone call and if somebody shuts them down in the Fed, there'll be a phone call made to the Fed and maybe there'll be someone out of a job.

    年底在亞馬遜和谷歌和蘋果公司投入一些之前,也許是,也許不是,但似乎是這樣的趨勢,現在可能不會停止,就像你說的,有人打了一個電話,如果有人在美聯儲關閉他們,會有一個電話打到美聯儲,也許會有人失業。

  • I mean I'm not saying it's like that, but I am saying that it's closer than you think and um, and so I think this market is moving there.

    我的意思是,我不是說它是那樣的,但我是說,它比你想象的更接近,嗯,所以我認為這個市場正在向那裡發展。

  • We do see the news cycles, the regulation.

    我們確實看到了新聞週期和監管。

  • Um, just to finish up on the news and then I want to start asking about a couple of coins based on the news being a lagging indicator in your opinion.

    嗯,只是為了完成新聞,然後我想開始問一些基於新聞是一個滯後指標的硬幣,在你看來。

  • Should people ignore it?

    人們應該無視它嗎?

  • Also, people can't ignore it's got and it gets in their heads sometimes.

    另外,人們不能忽視它的得到,它有時會進入他們的頭腦。

  • And you always think the infrastructure bill in china and el Salvador and it has a way of getting in your head more than even a price level on a chart.

    你總是想到中國和薩爾瓦多的基礎設施賬單,它有一種方式,甚至比圖表上的價格水平更容易進入你的頭腦。

  • Yeah.

    是的。

  • And I think all those things are good news, right?

    而且我認為所有這些事情都是好消息,對嗎?

  • Even.

    甚至。

  • And that's the thing, it depends on the interpretation where you're getting it.

    這就是問題所在,它取決於你在哪裡得到的解釋。

  • So maybe and this is probably good advice in general.

    是以,也許,而且這可能是一般的好建議。

  • Don't just take their word for it to a bit of research on your own.

    不要只聽他們的一面之詞,自己也要做一些研究。

  • D Y O R.

    D Y O R.

  • As we say, do your own research.

    正如我們所說的,做你自己的研究。

  • See if what they're talking about is true china you just mentioned is the is the best example the most bearish case that most people made for Bitcoin until a few months ago was that china dominated and between mining and between control was centralized in china, right?

    如果他們說的是真的,你剛才提到的中國是最好的例子,大多數人在幾個月前對比特幣最看不起的情況是中國占主導地位,在採礦和控制之間都集中在中國,對嗎?

  • China could dominate the network.

    中國可以主導這個網絡。

  • They can control it, they could attack the network most mining.

    他們可以控制它,他們可以攻擊網絡的大部分開採。

  • So then they announce a ban on mining miners start to leave china.

    是以,他們宣佈禁止採礦,礦工開始離開中國。

  • And apparently that becomes the bad news is that the network is going to be more decentralized, it's going to be cleaner, but china is banning it, we better sell it right?

    而顯然,這成為壞消息是,網絡將更加分散,它將更加清潔,但中國正在禁止它,我們最好賣掉它,對嗎?

  • So they're flip there again, it's two sides of the same coin, of the same narrative.

    所以他們又在那裡翻轉,這是同一個硬幣的兩面,同一個敘述的兩面。

  • Bitcoin leaving china is good news.

    比特幣離開中國是個好消息。

  • Anything leaving china is good news.

    任何離開中國的東西都是好消息。

  • Right?

    對嗎?

  • In general?

    一般來說?

  • You know they have a very closed economy, they ban google, they banned facebook, they would have banned the internet if they could, you know, and they create their own versions, they're creating a central bank digital currency in china, their own digital currency.

    你知道他們有一個非常封閉的經濟,他們禁止谷歌,他們禁止Facebook,如果可以的話,他們會禁止互聯網,你知道,他們創造自己的版本,他們在中國創造一箇中央銀行數字貨幣,他們自己的數字貨幣。

  • But so again you read the news.

    但是,你又是這樣看新聞的。

  • If you're reading it when price was on the way down this terrible news about china.

    如果你是在價格下跌的時候讀到這個關於中國的可怕消息。

Yeah, I was actually talking to a couple ex Wall Street traders this week, one of them being dan Morehead of Pantera capital and and they both said they both said a few things, but we're quite interesting first of all, dan was the first to say that the guy that sat next to me at Goldman Sachs was, you know, steve Nugent who became the Treasury Secretary and so do not assume that Wall Street and the Treasury are a revolving door is naive.

是的,實際上我這周和幾個前華爾街交易員談話,其中一個是Pantera資本的丹-莫海德,他們都說他們都說了一些事情,但我們很有趣,首先,丹是第一個說在高盛時坐在我旁邊的人是,你知道,史蒂夫-努根特,他成為財政部長,所以不要認為華爾街和財政部是一個旋轉門是天真的。

字幕與單字
自動翻譯

影片操作 你可以在這邊進行「影片」的調整,以及「字幕」的顯示

A2 初級 中文 中國 特幣 禁止 資產 經理 認為

Scott Melker談為什麼比特幣離開中國是個好消息? (Scott Melker On Why Bitcoin Leaving China Is Good News ?)

  • 1 0
    林宜悉 發佈於 2021 年 09 月 08 日
影片單字