Stephen Alpher

์Šคํ‹ฐ๋ธ์€ ์ฝ”์ธ๋ฐ์Šคํฌ์˜ ๋งˆ์ผ“ ๋‹ด๋‹น ํŽธ์ง‘์žฅ์ž…๋‹ˆ๋‹ค. ๊ทธ๋Š” ์ด์ „์— Seeking Alpha์—์„œ ํŽธ์ง‘์žฅ์œผ๋กœ ์žฌ์งํ–ˆ์Šต๋‹ˆ๋‹ค. ์›Œ์‹ฑํ„ด D.C. ๊ต์™ธ ์ถœ์‹ ์ธ ์Šคํ‹ฐ๋ธ์€ ํŽœ์‹ค๋ฒ ๋‹ˆ์•„ ๋Œ€ํ•™๊ต ์™€ํŠผ์Šค์ฟจ์—์„œ ๊ธˆ์œต์„ ์ „๊ณตํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Š” ์ฝ”์ธ๋ฐ์Šคํฌ ๊ณต๊ฐœ ๊ธฐ์ค€์ธ 1,000๋‹ฌ๋Ÿฌ ์ด์ƒ์˜ ๋น„ํŠธ์ฝ”์ธ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

Stephen Alpher

Stephen Alpher์˜ ์ตœ์‹  ์†Œ์‹


Finance

์กฐ์‹œ ์Šค์™€์ดํ•˜ํŠธ์˜ ์ง€์บ์‹œ ์˜คํ”ˆ ๊ฐœ๋ฐœ ์—ฐ๊ตฌ์†Œ, ์‹œ๋“œ ํŽ€๋”ฉ์œผ๋กœ 2,500๋งŒ ๋‹ฌ๋Ÿฌ ์กฐ๋‹ฌ

์ด ์ž๋ณธ์€ Zcash(ZEC) ํ”„๋กœํ† ์ฝœ๊ณผ ํ”„๋ผ์ด๋ฒ„์‹œ ์ค‘์‹ฌ์˜ ์…€ํ”„ ์ปค์Šคํ„ฐ๋”” ๋ชจ๋ฐ”์ผ ์›”๋ ›์ธ Zodl์˜ ๊ฐœ๋ฐœ ํ™•์žฅ์— ์‚ฌ์šฉ๋  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค.

Stacks of 100 dollar bills (Dmytro Glazunov/Unsplash/Modified by CoinDesk)

Markets

์ฃผ์‹ ์‹œ์žฅ ๋ณ€๋™์„ฑ 1๋…„ ๋งŒ์— ์ตœ๊ณ ์น˜ ๊ธฐ๋ก, ๋น„ํŠธ์ฝ”์ธ ์ €์  ์‹ ํ˜ธ ๊ฐ€๋Šฅ์„ฑ

๋น„ํŠธ์ฝ”์ธ์—๋Š” ์ž์ฒด ๋ณ€๋™์„ฑ ์ง€ํ‘œ(BVIV)๊ฐ€ ์žˆ์œผ๋ฉฐ, ์ด๋Š” 2์›” ์ดˆ์— ๊ธ‰๋“ฑํ•˜์—ฌ ์•”ํ˜ธํ™”ํ ์‹œ์žฅ์ด ์ด๋ฏธ ๊ณตํ™ฉ ๋‹จ๊ณ„์— ์ง„์ž…ํ–ˆ์„ ๊ฐ€๋Šฅ์„ฑ์„ ์‹œ์‚ฌํ•ฉ๋‹ˆ๋‹ค.

BTC vs VIX (TradingView)

Finance

ํ†ฐ ๋ฆฌ, ๋น„ํŠธ๋งˆ์ธ์ด ์ด๋” ํš๋“ ์†๋„ ๋†’์ด๋ฉฐ '๋ฏธ๋‹ˆ ํฌ๋ฆฝํ†  ๊ฒจ์šธ' ๊ฑฐ์˜ ๋๋‚˜๊ฐ€๊ณ  ์žˆ๋‹ค๊ณ  ๋งํ•ด

ํ•ด๋‹น ํšŒ์‚ฌ๋Š” ํ˜„์žฌ 450๋งŒ ๊ฐœ ์ด์ƒ์˜ ETH๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ๊ทธ ๊ฐ€์น˜๋Š” 90์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ์ดˆ๊ณผํ•ฉ๋‹ˆ๋‹ค. ๋‹ค๋งŒ ์•ฝ 80์–ต ๋‹ฌ๋Ÿฌ์— ๋‹ฌํ•˜๋Š” ์†์‹ค์„ ์•ˆ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

Thomas Lee, chairman of Bitmine and CIO of Fundstrat, on the main stage during Consensus Hong Kong 2026 (David Paul Morris/Consensus)

Finance

KAST, ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ ๊ฒฐ์ œ ํ”Œ๋žซํผ ํ™•์žฅ์„ ์œ„ํ•ด 6์–ต ๋‹ฌ๋Ÿฌ ๊ฐ€์น˜๋กœ 8,000๋งŒ ๋‹ฌ๋Ÿฌ ์กฐ๋‹ฌ

์ด๋ฒˆ ์ž๊ธˆ ์กฐ๋‹ฌ์€ ๊ตญ๊ฒฝ ๊ฐ„ ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ ๊ฒฐ์ œ ํ”Œ๋žซํผ ํ™•์žฅ์„ ์œ„ํ•œ ์ œํ’ˆ ํ™•์žฅ, ๋ผ์ด์„ ์Šค ๋ฐ ๊ทœ์ œ ์ค€์ˆ˜๋ฅผ ์ง€์›ํ•  ๊ฒƒ์ž…๋‹ˆ๋‹ค.

Crypto card payments. (Photo by Thriday on Unsplash/Modified by CoinDesk)

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Finance

๋น„์ธ, ํ•œ๊ตญ ๋‚ด ์ž๊ธˆ์„ธํƒ๋ฐฉ์ง€(AML) ์œ„๋ฐ˜์œผ๋กœ 6๊ฐœ์›” ๋ถ€๋ถ„ ์˜์—…์ •์ง€ ์ œ์•ˆ์— ์ง๋ฉด

ํ˜„์ง€ ์–ธ๋ก  ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด ์ด๋ฒˆ ์ •์ง€๋Š” ์‹ ๊ทœ ๋“ฑ๋ก ์‚ฌ์šฉ์ž์— ํ•œํ•ด ๊ฐ€์ƒ ์ž์‚ฐ ์ „์†ก์„ ์ œํ•œํ•  ์˜ˆ์ •์ด๋ฉฐ, ๊ธฐ์กด ๊ณ ๊ฐ์˜ ๊ฑฐ๋ž˜์—๋Š” ์˜ํ–ฅ์„ ๋ฏธ์น˜์ง€ ์•Š์„ ๊ฒƒ์ž…๋‹ˆ๋‹ค.

South Korea (Photo by Daniel Bernard on Unsplash/Modified by CoinDesk)

Markets

๋งˆ์ดํด ์„ธ์ผ๋Ÿฌ์˜ ์ „๋žต, ์ง€๋‚œ์ฃผ 13์–ต ๋‹ฌ๋Ÿฌ ์ƒ๋‹น ๋น„ํŠธ์ฝ”์ธ ๋งค์ˆ˜

ํ•ด๋‹น ํšŒ์‚ฌ๋Š” ํ˜„์žฌ ์•ฝ 560์–ต ๋‹ฌ๋Ÿฌ์— ๊ตฌ๋งคํ•œ 738,731 ๋น„ํŠธ์ฝ”์ธ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ํ˜„์žฌ ๊ฐ€๊ฒฉ ์•ฝ 68,000๋‹ฌ๋Ÿฌ์— ๊ทผ์ ‘ํ•œ ์ˆ˜์ค€์—์„œ ์•ฝ 500์–ต ๋‹ฌ๋Ÿฌ์˜ ๊ฐ€์น˜๋ฅผ ์ง€๋‹ˆ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

Michael Saylor, Executive Chairman of Strategy (MSTR)

Markets

๋น„ํŠธ์ฝ”์ธ, ์œ ๊ฐ€๊ฐ€ ๊ฑฐ์˜ 20% ๊ธ‰๋“ฑํ•˜๋ฉด์„œ 66,000๋‹ฌ๋Ÿฌ ์•„๋ž˜๋กœ ํ•˜๋ฝ

์ฃผ๋ง ๋™์•ˆ ์ด๋ž€๊ณผ์˜ ์ „์Ÿ ์™„ํ™” ์กฐ์ง์€ ๊ฑฐ์˜ ๋‚˜ํƒ€๋‚˜์ง€ ์•Š์•˜๋‹ค.

North Sea oil rig.

Markets

๋น„ํŠธ์ฝ”์ธ์ด ์ƒˆ๋กœ์šด ์‚ฌ์ดํด์—์„œ ์—ญํ• ์„ ๋ชจ์ƒ‰ํ•จ์— ๋”ฐ๋ผ ์›”๊ฐ€์˜ ์ฃผ์š” ์ธ์‚ฌ๋“ค์€ AI๋กœ์˜ ์ž๊ธˆ ์ด๋™์„ ์ „๋งํ•˜๊ณ  ์žˆ๋‹ค

๋ธ”๋ž™๋ก์˜ ๋ฆญ ๋ฆฌ๋”, UBS์˜ ์šธ๋ฆฌ์ผ€ ํ˜ธํ”„๋งŒ-๋ถ€๋ฅด์ฐจ๋ฅด๋””, ๊ทธ๋ฆฌ๊ณ  ์„œ๋“œํฌ์ธํŠธ์˜ ๋‹ค๋‹ˆ์—˜ ๋กœ๋ธŒ๋Š” ๊ฒฌ๊ณ ํ•œ ๊ฒฝ์ œ ์„ฑ์žฅ์„ ์ „๋งํ•˜๋Š” ํ•œํŽธ, ๋ณด๋‹ค ์–ด๋ ค์šด ์‹œ์žฅ ํ™˜๊ฒฝ์„ ์˜ˆ์ƒํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

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Markets

์ˆ˜๊ฐœ์›” ๋งŒ์— ์ตœ๊ณ ์˜ ์›”๊ฐ€ ์†Œ์‹์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๋น„ํŠธ์ฝ”์ธ์ด 7๋งŒ ๋‹ฌ๋Ÿฌ๋ฅผ ์œ ์ง€ํ•˜์ง€ ๋ชปํ•œ ์ด์œ 

๊ธฐ๊ด€ ํˆฌ์ž์˜ ๊ด€์‹ฌ์€ ๊ณ„์†ํ•ด์„œ ์ฆ๊ฐ€ํ•˜๊ณ  ์žˆ์œผ๋‚˜, ๊ฐ•์„ธ ๋‹ฌ๋Ÿฌ์™€ ๋ณ€๋™ํ•˜๋Š” ๊ธˆ๋ฆฌ ๊ธฐ๋Œ€์น˜๊ฐ€ ์ตœ๊ทผ ๋ž ๋ฆฌ๋ฅผ ์ œํ•œํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

(Getty Images)

Markets

๋ธ”๋ž™๋ก ์‚ฌ๋ชจ ์‹ ์šฉ ํŽ€๋“œ, ์•”ํ˜ธํ™”ํ ๊ฐ€๊ฒฉ ๋ฐ ๋””ํŒŒ์ด ์‹œ์žฅ ํƒ€๊ฒฉ์„ ์ž…์€ ์ตœ์‹  ์‚ฌ๋ก€

์ „๋ฌธ๊ฐ€๋“ค์€ 3.5์กฐ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์‚ฌ๋ชจ ์‹ ์šฉ์‹œ์žฅ์— ๋ฐœ์ƒํ•˜๋Š” ์ŠคํŠธ๋ ˆ์Šค๊ฐ€ ๊ฑฐ์‹œ์  ์ „์—ผ ํšจ๊ณผ์™€ ํ† ํฐํ™”๋œ ์‹ ์šฉ์‹œ์žฅ์„ ํ†ตํ•ด ๋””์ง€ํ„ธ ์ž์‚ฐ์œผ๋กœ ํŒŒ๊ธ‰๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ๊ฒฝ๊ณ ํ•ฉ๋‹ˆ๋‹ค.

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