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  • Yeah, you mentioned gold there and you know, Peter Schiff will tell you, gold is real, gold is in jewelry, gold is in production and future production.

    是的,你在那裡提到了黃金,你知道,彼得-希夫會告訴你,黃金是真實的,黃金在珠寶中,黃金在生產和未來生產中。

  • And you're talking about something, I can't see um something that's digital and something that's a Ponzi scheme and it's only valuable to someone else's think it's valuable.

    而你正在談論的東西,我不能看到嗯是數字的東西和龐氏騙局的東西,它只對別人的認為有價值。

  • And I've seen you guys debate and there's gold bugs out there and there's the fuddy duddy is like you said the boomers that still can't see it and are wondering what's going on.

    我已經看到你們的辯論,那裡有黃金蟲,還有像你說的那些仍然看不到它並想知道發生了什麼的潮人。

  • I'm curious what Buffett and munger think right now and even what they'll think in a year if you sat him down, but he probably isn't till that rat poison, but he's probably somewhere around there.

    我很好奇巴菲特和芒格現在是怎麼想的,甚至一年後他們會怎麼想,如果你讓他坐下來,但他可能沒有到那個老鼠藥,但他可能在那裡附近。

  • What do you say to those people that say, I can't see it, I can't do it.

    對於那些說:我看不到,我做不到的人,你怎麼說。

  • And also as you asked, Peter on the end of your debate, I think you did with the economist, when must they capitulate?

    也正如你所問的,彼得在你的辯論結束時,我想你是和經濟學家一起問的,他們何時必須投降?

  • Where does the evidence needed for them to say, okay, you're right.

    他們說,好吧,你是對的,所需要的證據在哪裡呢?

  • Well, I think in Peter's case it's never, although I always cheapest lee say to him, he's probably long Bitcoin right now because you can't take the pain of missing out like this, but I think, you know, listen in that debate, um you know, he made a lot of good points.

    嗯,我認為在彼得的情況下,它從來沒有,雖然我總是最便宜的李對他說,他現在可能是長比特幣,因為你不能採取這樣錯過的痛苦,但我認為,你知道,聽在那個辯論,嗯你知道,他做了很多好的觀點。

  • I am not negative on gold.

    我對黃金的看法並不消極。

  • I don't see gold trading 20 gold has been with us for 5500 years.

    我沒有看到黃金交易20黃金已經伴隨我們5500年了。

  • I'm not negative on it.

    我對它並不消極。

  • I'm just saying that Bitcoin is providing something into the international commercial activity that is very valuable, a result of which it will become more and more valuable.

    我只是說,比特幣正在為國際商業活動提供一些非常有價值的東西,其結果是它將變得越來越有價值。

  • I do think it will get to the market cap of gold.

    我確實認為它將達到黃金的市值。

  • So a Bitcoin right now is $800 trillion dollars in market cap and gold is seven or eight.

    是以,現在一個比特幣的市值是800萬億美元,而黃金是7或8。

  • And I do think that Bitcoin will trade to that.

    我確實認為,比特幣將交易到這一點。

  • So he'll say that it's worthless but then he's not factoring in the value of the network.

    所以他會說這是不值錢的,但他沒有把網絡的價值考慮進去。

  • As I tried to point out Bitcoin is the network.

    正如我試圖指出的,比特幣就是網絡。

  • So excuse me, just stop and think about that for a second.

    是以,請原諒我,請停下來想一想。

  • We've got 180 million users now on their way to the billion.

    我們現在已經有1.8億用戶正在向10億用戶邁進。

  • You can't tell me that that's not valuable.

    你不能告訴我這是沒有價值的。

  • Professor Robert Medcalf Who invented the theory of Metcalfe's law would tell you that that's valuable.

    發明梅特卡夫定律理論的羅伯特-梅特卡夫教授會告訴你,這很有價值。

  • Uh that's the process that made Facebook and Google and all these companies valuable.

    呃,這就是使Facebook和谷歌以及所有這些公司有價值的過程。

  • But he'd say well you know you can't manufacture that etc.

    但他會說,你知道你不能製造那個等等。

  • But let me tell you something.

    但讓我告訴你一件事。

  • Gold's representation of its value is only 5% of it In the jewelry and the manufacturing.

    黃金對其價值的表述只有5% 在珠寶和製造方面。

  • The other 95% of it is the perception of value.

    另外95%是對價值的感知。

  • You have to remember that about the way people think and work.

    你必須記住,人們的思維和工作方式。

  • There is a friend of mine that bought a car board, rectangular shaped piece of paper.

    我有一個朋友買了一個車板,長方形的紙片。

  • It's cardboard, it has four color process print on it from the mid century the 20th century.

    它是紙板,上面有20世紀中葉的四色工藝印刷品。

  • There's a picture of mickey mantle on that card.

    那張卡上有一張米奇-曼託的照片。

  • It's not even a great picture of them.

    這甚至不是他們的一張好照片。

  • It's not, it's not HD quality or anything like that.

    這不是,這不是高清品質或類似的東西。

  • That car just sold for $5.2 million.

    那輛車剛剛以520萬美元售出。

  • There's an art, Uh, the Salvador Monday.

    有一種藝術,呃,薩爾瓦多星期一。

  • You know, there's a big debate over who actually painted it, but people think Davinci painted it.

    你知道,關於究竟是誰畫的,有很大的爭議,但人們認為是達文西畫的。

  • It sold for $450 million.

    它以4.5億美元的價格售出。

  • What is it exactly?

    它到底是什麼?

  • Well it's a stretched piece of canvas with acrylic paint on it.

    嗯,它是一塊拉伸的畫布,上面有丙烯顏料。

  • Okay so how could that be worth anything?

    好吧,那麼這怎麼可能有什麼價值呢?

  • And then if you stop and you think about it while it is to human beings because there's scarcity, there's artistry, there's a whole set of things from a sociological and psychological perspective that make things worth something to human beings.

    然後,如果你停下來,你想一想,而它對人類來說,因為有稀缺性,有藝術性,從社會學和心理學的角度,有一整套的東西,使東西對人類有價值。

  • And I think where Peter is missing out on this is those cryptographic are worth something because they are perceived to be worth something and they're worth something because I know I can transfer those to somebody that believes they're worth something the same way I can transfer that piece of fabric with Ben Franklin's face on it.

    我認為彼得在這一點上有所遺漏的是,這些加密技術之所以有價值,是因為它們被認為是有價值的,它們有價值是因為我知道我可以把這些東西轉讓給相信它們有價值的人,就像我可以轉讓那塊印有本-富蘭克林臉的布料一樣。

  • It's just a piece of fabric, it's not worth anything but it is to somebody.

    這只是一塊布,它不值錢,但對某人來說卻值錢。

  • Okay and and that is tied to the way human beings have interacted for 5500 years.

    好的,而且這與人類5500年來的互動方式息息相關。

  • Bitcoin represents an improvement on that.

    比特幣代表了這方面的一個改進。

  • Um One of my friends who will remain nameless, he lives in a monarchical dictatorial society.

    嗯 我的一個朋友,他將不透露姓名,他生活在一個君主獨裁的社會。

  • So we're just gonna leave the country nameless to, He said, well let me tell you something.

    是以,我們只是要離開這個國家,無名到,他說,好讓我告訴你一些事情。

  • He said, if I got to leave the country, I can hide $200 million dollars of Bitcoin in my body somewhere.

    他說,如果我得離開這個國家,我可以把2億美元的比特幣藏在我身體的某個地方。

  • Okay On a U.

    好的在一個U。

  • S.

    S.

  • B.

    B.

  • I can't do the same thing with gold.

    我不能用黃金做同樣的事情。

  • And it just tells you about the user friendliness and the transferability of what Bitcoin is representing.

    它只是告訴你關於用戶友好性和比特幣所代表的可轉移性。

  • So listen, you know, you asked about buffet, I just want to address this for a second.

    所以聽著,你知道,你問的是自助餐,我只想談一談這個問題。

  • Anybody that's done the homework, the homework that I've done or you've done has changed their mind.

    任何做了功課的人,我或你所做的功課都改變了他們的想法。

  • I'm not a Bitcoin evangelist.

    我不是一個比特幣的傳教士。

  • You know brian, I don't think jesus got together with moses.

    你知道布萊恩,我不認為耶穌和摩西在一起。

  • They had a baby and they named the baby Bitcoin.

    他們有一個孩子,他們給孩子取名為比特幣。

  • That is not me.

    那不是我。

  • I'm an investor who's a skeptic and an investor that's been burned many times in my career.

    我是一個持懷疑態度的投資者,也是一個在我的職業生涯中被燒燬過很多次的投資者。

  • So I have to always be watchful of that.

    所以我必須始終注意這一點。

  • But I can tell you if Ray Dalio said he didn't like Bitcoin and he did his homework.

    但我可以告訴你,如果雷-達里奧說他不喜歡比特幣,他做了功課。

  • He now owns Bitcoin, stan Druckenmiller, I don't like Bitcoin did his homework.

    他現在擁有比特幣,斯坦-德魯肯米勒,我不喜歡比特幣做他的功課。

  • He now owns Bitcoin.

    他現在擁有比特幣。

  • That would also include paul Tudor jones steve cohen from 0.72 now the Met owner, uh, Daniel Loeb, The billionaire investor at 3rd point, so my point is if Warren Buffett and charlie munger did the work, I think they would see Bitcoin very differently.

    這也包括保羅-都鐸-瓊斯(Paul Tudor Jones)、史蒂夫-科恩(Steve Cohen),從0.72現在是大都會的老闆,呃,丹尼爾-勒布,第三點的億萬富翁投資者,所以我的觀點是,如果沃倫-巴菲特和查理-芒格做這些工作,我想他們會非常不同地看待比特幣。

  • Uh, last quick point I was at the Allen and Company Sun Valley media conference with Mr Buffett And a gentleman by the name of Jeff Bezos in the year 2000, Jeff Bezos was making a presentation about a company called Amazon and he was explaining, Yes, I'm losing money, but I'm scaling right now and as I scale, I'll be able to sell everything on this internet platform and a result of which this will be very valuable because of med cache law.

    呃,最後一點,我和巴菲特先生在艾倫公司的太陽谷媒體會議上,一位名叫傑夫-貝佐斯的先生在2000年,傑夫-貝佐斯正在做一個關於一個叫亞馬遜的公司的演講,他解釋說,是的,我正在虧損,但我現在正在擴大規模,隨著我的規模,我將能夠在這個互聯網平臺上銷售一切,其結果,這將是非常有價值的,因為中醫緩存法。

  • The next speaker was Warren Buffet.

    下一位發言者是沃倫-巴菲特。

  • He said, yeah, that sounds nice.

    他說,是的,這聽起來不錯。

  • I will never invest with you.

    我永遠不會和你一起投資。

  • You're not making any money and a result of which I don't get it.

    你沒有賺到任何錢,其結果是我不明白。

  • And I'm gonna stay inside my circle of competence.

    而我將留在我的能力圈內。

  • Well, if you had, if you had invested with Jeffrey Bezos on May 15, 1997, you put $10,000 into the initial public offering.

    好吧,如果你有,如果你在1997年5月15日與傑弗裡-貝佐斯一起投資,你向首次公開募股投入了1萬美元。

  • It's worth $21,140,000 today.

    它今天的價值是2114萬美元。

  • However, you would have to subject yourself to eight periods of time where it dropped at least 50% 1 period of time where it dropped 85 a half percent.

    然而,你必須讓自己在8個時間段內至少下降50%,1個時間段內下降85.5%。

  • And there was a Baron's news article cover story uh, said amazon dot bomb the final days of amazon.

    有一個巴倫的新聞文章封面故事呃,說亞馬遜的點狀炸彈,亞馬遜的最後日子。

  • And so what happens to be with Metcalfe's law, they adopt, they have huge volatility curses.

    是以,發生了什麼與梅特卡夫的法律,他們採用,他們有巨大的波動性詛咒。

  • People are trying to get an understanding of what's going on.

    人們正試圖瞭解發生了什麼事。

  • Uh, but the they ascend and I think if Warren Buffett and charlie munger got outside of that style box and did their homework.

    我認為,如果沃倫-巴菲特和查理-芒格能跳出這種風格的框框,做足功課。

  • The Ray, the way Ray Galileo did it, I think you would find them to be users and owners of bitcoins.

    雷,雷-伽利略的做法,我想你會發現他們是比特幣的使用者和所有者。

Yeah, you mentioned gold there and you know, Peter Schiff will tell you, gold is real, gold is in jewelry, gold is in production and future production.

是的,你在那裡提到了黃金,你知道,彼得-希夫會告訴你,黃金是真實的,黃金在珠寶中,黃金在生產和未來生產中。

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B1 中級 中文 特幣 價值 黃金 功課 巴菲特 梅特卡夫

比特幣與黃金?安東尼-斯卡拉穆奇談彼得-希夫、比特幣和黃金 (BITCOIN vs GOLD ? Anthony Scaramucci on Peter Schiff, Bitcoin & Gold)

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    林宜悉 發佈於 2021 年 11 月 18 日
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