마이클 델의 비트코인 과대 광고: 사실과 추측을 구분하기

### 마이클 델 비트코인 과대 광고 분석
* 🔮 마이클 세일러가 희소성이 가치를 창출한다는 마이클 델의 트윗을 리트윗한 후, **마이클 델이 마이크로스트레티지 플레이북을 따라 Dell Technologies를 위해 비트코인을 구매할 것**이라는 추측이 생겼습니다.
* 💰 마이클 델이 억만장자이고 델 테크놀로지스가 **58억 3,000만 달러의 현금을 보유**하고 있는 상황에서 델이 비트코인 시장에 진출한다는 이야기는 주목을 받았습니다.
* 📉 지난 18개월 동안 이 회사의 클래스 C 보통주는 **주당 4달러에서 145달러로 급등**했고, 마이클 델은 회사 소유권의 58%를 유지한 채 **21억 달러를 현금화**했습니다.
* Dell Technologies가 보유 현금의 1%, 즉 5,830만 달러만 비트코인에 투자한다면 **비트코인의 과거 연간 수익률에 따라 1년 만에 투자금이 1,870만 달러로 늘어날 수 있습니다.**
* ❌ 그러나 현재 마이클 델이 개인적으로 비트코인을 구매하거나 **델 테크놀로지스를 위해 비트코인 전략**을 실행할 것이라는 구체적인 증거는 없습니다.
* 🎢 비트코인 관련 뉴스와 개발 동향에 대한 정보를 파악하는 것도 중요하지만, **실체와 '호피움'을 구분**하여 잘못된 기대치를 설정하지 않도록 하는 것이 중요합니다.
* 🚀 비트코인의 특성에 대해 직접 조사하고 비트코인이 채택된 이유를 이해하면 **시장 변동이 심할 때 소음을 헤치고 신념을 지킬 수 있습니다.**

마이클 델의 비트코인 투자 가능성은 델의 재정적 움직임과 비트코인과의 역사적 관계로 인한 추측에도 불구하고 여전히 불확실합니다.

that's right. The entire Bitcoin hype machine is talking about it. What am I referring to? Well, I'll give, I'll drop some clues. We saw the vague tweet. We saw the cookie monster tweet. And then subsequent Michael Saylor retweet. What am I talking about? Does Michael Dell own any actual Bitcoin? Is he a Bitcoin bull right now? Now, is there any evidence, right, that Dell computers is going to be using the MicroStrategy playbook of buying and accumulating Bitcoin on their balance sheet? Well, the influencers would have you believe. Yep, this is pretty much a done deal. Is it really? [Music] Though welcome back everyone. That's right, the channel. That is not just a cheerleader for everything Bitcoin. We try to find out what is the reality of things, right. We are bullish. We love Bitcoin, but we also don't want to dupe ourselves so that we don't wreck ourselves. Anyways, anyways, it all started with a tweet, right, the scarcity creates value tweet. And then of course fellow Bitcoiners right like Walker America uh

he comes in and provides a comment. This is a Bitcoin tweet, right? About these three words. Somehow, these three words equal Michael Dell is buying Bitcoin. And I mean that, that's fine, right? It's good to hype it up. And of course, what did he do? He screenshotted the original tweet of Dell accepting Bitcoin. Now, of course, this created the initial tweet from Michael Dell, created a huge, huge storm of possibilities, right? Michael Dell's a multi-billionaire. He's got over 105 billion dollars. I mean, he can afford to buy some Bitcoin, right? Dell themselves is sitting on a pile of cash, and investors, for the most part, right? Investors don't really like it when businesses sit on cash. It means that they're not finding ways of growing their possible earnings and their business by using that cash as a vehicle. So the stars are aligned. Dell is going to start putting Bitcoin on their balance sheets. So, for the people who don't know the story of Michael Dell and Bitcoin, um, here we go. Let's just do a

quick recap back in 2014. You can see here Michael Dell posted this tweet. Dell now accepts Bitcoin. More information about that today's announcement. And that was 2014. A few short years later Dell stopped accepting Bitcoin back in 2017 due to insufficient demand because like Dell learned like many other uh Bitcoin type of businesses have learned it's that the current use case for Bitcoin the most popular use case for Bitcoin arguably is to buy hold and accumulate Bitcoin in self custody right now. Now of course that's not to say that this doesn't change at some point in the future but right now this appears to be the strongest narrative going so to No Surprise right Dell stopped accepting Bitcoin but back in the day that was a great source of hopium. Let's also take a look at what other things Michael Dell was saying about Bitcoin back in 2021 because this article is from 2021. Michael Dell the founder and CEO of Dell Technologies is not buying into the Bitcoin craze. He said he was going to

passed on the oldest and biggest cryptocurrency. Yet, he believes that blockchain, the technology at the core of Bitcoin, that sounds familiar, right? It's all about the blockchain tech, not Bitcoin. And of course, right? It's just because these people quickly realize that they can just make their own token. I think blockchain is probably underrated. Bitcoin, I'm going to pass on that. I don't really know. This is what Michael Dell said. Ironically, Dell became one of the first major companies to start accepting Bitcoin for its products all the way back in July 2014. As we just showed in February 2015, it expanded the new payment options internationally. And then in October 2017, 17th with we just showed they stopped supporting Bitcoin for payments. Now that has nothing to do with the current possible hype of Michael Dell either buying Bitcoin to do the Michael sailor Playbook or possibly buying it personally. We're just, I'm just showing you some historical reference for what his relationship has been to Bitcoin thus far. So we fast forward to

today right where does this where does this all come from where does this all come from well it all Believe It or Not besides Michael Dell's tweets this is also something that's being used to help propagate the idea that he's about to get involved in Bitcoin in a major way Dell's recent Financial moves provide a strong backdrop for the potential investment into Bitcoin in the past 18 months alone the company's Class C common stock has surged from 4 to $145 per share okay so look it's not unusual for CEOs to sell portions of their share allocations number one number two okay this is essentially where this he's going to buy Bitcoin hype is coming from the hype that we are hearing is is that he sold those shares in preparation to buy Bitcoin that may be true but but in all fairness there is absolutely no indication of that anywhere Michael Dell has cashed out $2.1 billion while retaining 58% of the company's ownership so if you just pay attention to that

this this $2.1 billion that he cashed out. This was a drop in the bucket for him. Okay, he has Access Capital available to deploy into the Bitcoin Market, particularly against the backdrop of rising US debt, and you could see the author of this article understands the Bitcoin narrative and bitcoiners love, right? We love when we hear that hey, the money print thing is never-ending, the purchasing power of the dollar is constantly going down, and we know that Bitcoin is not a melting Ice Cube like fiat currency. So again, right, more narrative support. He is going to be buying Bitcoin. The icing on the cake, they're sitting on 5.83 billion in cash. That's right, Dell Corporation sits on 5.83 billion in cash. So if Dell Technologies allocates 1%, just 1% guys, of its 5.83 billion cash reserves to bitcoin, amounting to 58.3 million, it could potentially see the investment grow to $18.7 million in just one year based on

Bitcoin's historical annualized returns of approximately 13.5% over the past decade. Sailor MicroStrategy boasts a staggering profit of approximately 6.33 billion from its strategic BTC acquisitions in recent years. So, it's no surprise we're being sold the Michael Dell hopium. Okay, we are being sold this hopium now. Um, let's get down to what information actually exists. Okay, there is absolutely nothing right now that shows that Michael Dell is actually either going to purchase Bitcoin personally or do the Michael Sailor playbook for the Dell Corporation. Now, I don't have an issue with companies doing this. I really don't. Um, what I'm trying to do is draw attention to the fact that this type of news is really just hopium with absolutely no substance to it. Okay, it's meant to essentially just conjure up excitement. And of course, right, I'm a Bitcoin-only channel, so I should be using this, you know, this type of information to sit there and tell you that hey, we're going to $10 million.

mean, take a look at this. Michael Dell's buying some, yeah, you know what though, um, when you set incorrect expectations, the people that choose to listen to you, they're the ones that end up getting burnt by them, right? So for me, I'd rather take the measured approach of, we can see that there is more and more discussion around Bitcoin, we can see that there's more and more adoption, but what we don't want to do is hoist every single billionaire up onto our shoulders as a bunch of heroes that are buying Bitcoin, because these people do not have the exact same incentives as you and me, these people don't have the same timelines as you and me, and guess what, you and me don't have the same timelines, okay? So all of these things need to be considered when you're listening and when you're reading this type of hype, okay? So look, we're all bullish, the bull market's here, okay? A lot of times, most of this news is going to turn out to be nothing burgers.

but if you do your own research into Bitcoin, understand why its qualities are so important, and understand why people would start to accumulate and hold it. All of this news that you see from these hopium dealers is just going to go right off your shoulders, and you're going to be able to just huddle and accumulate and essentially ride out all of these waves and all of this noise. Anyways, guys, that's what I wanted to talk about today. I'll catch you tomorrow. [Music]

DELL’s HUGE Bitcoin Bet! Is This All Hype?

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마이클 델과 비트코인을 둘러싼 추측

비트코인 커뮤니티에서는 마이클 델이 비트코인을 매입하여 델의 재무제표에 반영할 계획이 있는지에 대해 추측하고 있습니다.

이러한 추측은 모호한 트윗과 델이 비트코인을 수락하는 스크린샷으로 인해 촉발되었으며, 이는 거래가 성사되었다는 믿음으로 이어졌습니다.

이러한 과대 광고는 Dell의 막대한 자산과 비트코인에 투자하여 보유 현금을 활용할 수 있는 잠재력에서 비롯된 것입니다.

Dell과 비트코인의 관계: 롤러코스터를 타다

Dell은 2014년에 비트코인을 받기 시작했지만 수요가 충분하지 않아 2017년에 중단했으며, 이는 현재 비트코인이 자기 보관용으로 널리 사용되고 있음을 반영합니다.

창업자이자 CEO인 마이클 델은 비트코인에 대한 관심은 부족하지만 블록체인 기술의 잠재력을 믿는다고 밝혔지만, 델이 결제에 비트코인을 조기에 도입한 것은 사실입니다.

마이클 델의 비트코인에 대한 잠재적 투자

마이클 델이 최근 상당한 양의 주식을 매각하는 등 재정적인 움직임을 보이면서 비트코인에 대한 잠재적인 관여 가능성에 대한 추측을 불러일으켰습니다.

과대 광고에도 불구하고 현재 델과 비트코인 투자를 연결 짓는 구체적인 증거는 없습니다.

델은 58억 3천만 달러의 현금을 보유하고 있어 비트코인에 상당한 금액을 투자할 수 있는 여력이 있으며, 이는 달러의 구매력 하락에 따른 암호화폐의 가치 상승과 일치하는 이야기입니다.

비트코인의 역사적 수익률과 과대광고 문제

비트코인은 지난 10년간 연평균 약 13.

마이크로스트레티지는 비트코인 인수를 통해 약 63억 3천만 달러의 상당한 수익을 올렸으며, 마이클 델의 잠재적 참여 가능성에 대한 과대광고로 이어졌습니다.

그러나 연사는 비트코인 시장에서 억만장자의 행동에 근거해 잘못된 기대치를 설정하지 말라고 경고하면서 과대광고에 실체가 없음을 강조합니다.

비트코인의 특성을 이해하는 것의 중요성

비트코인의 특성을 이해하는 것은 시장 변동성 속에서 비트코인을 축적하고 보유하는 데 매우 중요합니다.

이러한 지식은 잡음을 무시하고 장기적인 투자 목표에 집중하여 궁극적으로 변동성의 파도를 이겨내는 데 도움이 됩니다.