์ œ๊ณต
Opinion & Analysis

๋ฒ ์–ด ๋งˆ์ผ“ ๋ฐ”๋‹ฅ ๊ฒฝ๊ณ , ๋‹ฌ๋ฆฌ์˜ค์˜ CBDC ๊ฒฝ๊ณ , ๊ทธ๋ฆฌ๊ณ  ๊ธฐํƒ€ โ€“ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ

์ด๋ฒˆ ์ฃผ์˜ ๋ฐœ์ „์€ ์—ฌ์ „ํžˆ ์ŠคํŠธ๋ ˆ์Šค์™€ ๊ฒ€ํ† , ๊ตฌ์กฐ ๋ณ€ํ™”๋ฅผ ๊ฒช๊ณ  ์žˆ๋Š” ์•”ํ˜ธํ™”ํ ์‹œ์žฅ์„ ๊ฐ•์กฐํ•ฉ๋‹ˆ๋‹ค. ์˜จ์ฒด์ธ ๋ฐ์ดํ„ฐ๋Š” ๋น„ํŠธ์ฝ”์ธ์˜ ์•ฝ์„ธ ์‹œ์žฅ์ด ์™„์ „ํžˆ ๋ฐ”๋‹ฅ์„ ์น˜์ง€ ์•Š์•˜์„ ์ˆ˜ ์žˆ์Œ์„ ์‹œ์‚ฌํ•˜๋ฉฐ, ์ƒˆ๋กœ์šด ์—ํ”„์Šคํƒ€์ธ ํŒŒ์ผ ๊ณต๊ฐœ๋กœ ์ธํ•ด ์ฃผ์š” ์•”ํ˜ธํ™”ํ ์ด๋ฆ„๋“ค์ด ๋‹ค์‹œ๊ธˆ ๊ณต๊ฐœ ๋…ผ์Ÿ์— ํœ˜๋ง๋ ธ์Šต๋‹ˆ๋‹ค. ์ •์ฑ… ์ˆ˜์ค€์—์„œ๋Š” ๋ฏธ๊ตญ ๊ทœ์ œ๊ธฐ๊ด€๋“ค์ด ๋” ๋ช…ํ™•ํ•œ ์—ฐ๋ฐฉ ์ฒด์ œ๋ฅผ ํ–ฅํ•ด ์ง„์ „์„ ๋ณด์˜€์œผ๋ฉฐ, ๋ ˆ์ด ๋‹ฌ๋ฆฌ์˜ค๋Š” ๊ตญ์˜ ๋””์ง€ํ„ธ ํ™”ํ๊ฐ€ ๊ตญ๊ฐ€ ํ†ต์ œ๋ฅผ ํ™•๋Œ€ํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ๊ฒฝ๊ณ ํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋Š” ๋™์•ˆ ๋ฐ”์ด๋‚ธ์Šค์™€ ํ”„๋žญํด๋ฆฐ ํ…œํ”Œํ„ด์€ ์ œ๋„์  ์ธํ”„๋ผ๊ฐ€ ๋ณ€๋™์„ฑ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๊ณ„์† ๊ตฌ์ถ•๋˜๊ณ  ์žˆ์Œ์„ ๋ณด์—ฌ์ฃผ๋Š” ํ† ํฐํ™”๋œ ํŽ€๋“œ ๋‹ด๋ณด๋ฅผ ๋ฐœ์ „์‹œ์ผฐ์Šต๋‹ˆ๋‹ค.

์ž‘์„ฑ์ž
๊ณต์œ 
๋ฒ ์–ด ๋งˆ์ผ“ ๋ฐ”๋‹ฅ ๊ฒฝ๊ณ , ๋‹ฌ๋ฆฌ์˜ค์˜ CBDC ๊ฒฝ๊ณ , ๊ทธ๋ฆฌ๊ณ  ๊ธฐํƒ€ โ€“ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ

์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ

ํฌ๋ฆฝํ† ํ€€ํŠธ ๊ฒฝ๊ณ : ๋น„ํŠธ์ฝ”์ธ ์•ฝ์„ธ ์‹œ์žฅ ๋ฐ”๋‹ฅ์€ ์•„์ง ์˜ค์ง€ ์•Š์•˜๋‹ค

๋น„ํŠธ์ฝ”์ธ์˜ ์†์‹ค์˜ ๊ธ‰๊ฒฉํ•œ ๋ฌผ๊ฒฐ์ด ๊ฑฐ๋ž˜์ž๋“ค์„ ๋†€๋ผ๊ฒŒ ํ–ˆ์ง€๋งŒ, ํฌ๋ฆฝํ† ํ€€ํŠธ๋Š” ๋ฐ์ดํ„ฐ๊ฐ€ ์•„์ง ์ง„์ •ํ•œ ์•ฝ์„ธ ์‹œ์žฅ ๋ฐ”๋‹ฅ์„ ์ฐพ๊ณ  ์žˆ๋Š” ์‹œ์žฅ์„ ๋ณด์—ฌ์ค€๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹คโ€ฆ ๋” ์ฝ๊ธฐ

Bear Market Bottom Alerts, Dalio's CBDC Warning, and More โ€“ Week in Review

ํŽธ์ง‘์ž ์˜๊ฒฌ:

ํฌ๋ฆฝํ† ํ€€ํŠธ์˜ (์•ฝ๊ฐ„ ๋”) ๋‚ฎ์€ ๊ฐ€๊ฒฉ ์˜ˆ์ธก์€ NUPL, MVRV ๋ฐ ๋…์ฐฝ์ ์ธ ์ง€ํ‘œ๋“ค์˜ ์ข‹์€ ์œตํ•ฉ์„ ์‚ฌ์šฉํ•ฉ๋‹ˆ๋‹ค. ์ตœ์‹  ํ† ํฐ ๋‚ด๋Ÿฌํ‹ฐ๋ธŒ ์—ํ”ผ์†Œ๋“œ์—์„œ๋Š” RSI, ์ฑ„๊ตด ๋น„์šฉ, ์‹คํ˜„ ๊ฐ€๊ฒฉ ์ง€ํ‘œ๋“ค์ด ๋Œ€๋ถ€๋ถ„์˜ ๊ณ ํ†ต์ด ์ง€๋‚˜๊ฐ”์ง€๋งŒ, ๋” ๋‚ฎ์€ ๊ฐ€๊ฒฉ์ด ์žˆ์„ ๊ฐ€๋Šฅ์„ฑ์„ ์‹œ์‚ฌํ•œ๋‹ค๊ณ  ๋…ผ์˜ํ–ˆ์Šต๋‹ˆ๋‹ค.

์ฝ”์ธ๋ฒ ์ด์Šค์—์„œ ๋ฆฌํ”Œ๊นŒ์ง€: ์—ํ”„์Šคํƒ€์ธ ๊ธฐ๋ก์— ์ด๋ฆ„์„ ์˜ฌ๋ฆฐ ์•”ํ˜ธํ™”ํ ์ธ๋ฌผ ๋ฐ ์—…์ฒด ๋ชฉ๋ก

์ตœ๊ทผ ๋ช‡ ์ฃผ ๋™์•ˆ, ๋ฏธ๊ตญ ๋ฒ•๋ฌด๋ถ€์˜ 300๋งŒ ํŽ˜์ด์ง€ ์ด์ƒ์˜ ์กฐ์‚ฌ ๊ธฐ๋ก ๊ณต๊ฐœ์— ๋Œ€ํ•œ ๊ด€์‹ฌ์ด ์ง‘์ค‘๋˜์–ด ์žˆ์œผ๋ฉฐ, ์ด๋Š”โ€ฆ ๋” ์ฝ๊ธฐ

Bear Market Bottom Alerts, Dalio's CBDC Warning, and More โ€“ Week in Review

ํŽธ์ง‘์ž ์˜๊ฒฌ:

์ด ์ด์•ผ๊ธฐ๋Š” ์˜ค๋žœ ์‹œ๊ฐ„ ๋™์•ˆ ์ „๊ฐœ๋  ๊ฒƒ์œผ๋กœ ๋ณด์ž…๋‹ˆ๋‹ค. ๋น„ํŠธ์ฝ”์ธ๊ณผ ์•”ํ˜ธํ™”ํ์— ๊ด€ํ•œ ํฐ ์งˆ๋ฌธ์€ ์—ํ”„์Šคํƒ€์ธ๊ณผ ๊ทธ์˜ ๋„คํŠธ์›Œํฌ๊ฐ€ ๋””์ง€ํ„ธ ์ž์‚ฐ์— ์˜๊ตฌ์ ์ธ ์˜ํ–ฅ์„ ๋ผ์ณค๋Š”์ง€, ์•„๋‹ˆ๋ฉด ๋‹จ์ˆœํžˆ ์ผ์‹œ์ ์ธ ํ˜ธ๊ธฐ์‹ฌ์ด์—ˆ๋Š”์ง€์ž…๋‹ˆ๋‹ค.

์–ต๋งŒ์žฅ์ž ๋ ˆ์ด ๋‹ฌ๋ฆฌ์˜ค, CBDC๋Š” ํšจ์œจ์„ฑ๋ณด๋‹ค ํ†ต์ œ์— ๊ด€ํ•œ ๊ฒƒ์ด๋ผ๊ณ  ๋ฏฟ๋Š”๋‹ค

์–ต๋งŒ์žฅ์ž ํ—ค์ง€ ํŽ€๋“œ ์ฐฝ๋ฆฝ์ž ๋ ˆ์ด ๋‹ฌ๋ฆฌ์˜ค๋Š” ์ค‘์•™์€ํ–‰ ๋””์ง€ํ„ธ ํ™”ํ๊ฐ€ ํšจ์œจ์„ฑ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ํ†ต์ œ๋ฅผ ์œ„ํ•ด ์ •๋ถ€ ์‚ฌ์ด์—์„œ ์ธ๊ธฐ๋ฅผ ์–ป๊ณ  ์žˆ๋‹ค๊ณ  ๊ฒฝ๊ณ ํ–ˆ์Šต๋‹ˆ๋‹คโ€ฆ ๋” ์ฝ๊ธฐ

Bear Market Bottom Alerts, Dalio's CBDC Warning, and More โ€“ Week in Review

ํŽธ์ง‘์ž ์˜๊ฒฌ:

๋‹ฌ๋ฆฌ์˜ค๋Š” ์ตœ๊ทผ ๋ช‡ ๋…„ ๋™์•ˆ ๊ธˆ์œต ์ž์œ ์˜ ํฐ ์˜นํ˜ธ์ž๊ฐ€ ๋˜์—ˆ์ง€๋งŒ, ๊ฒฝ๊ณ ๊ฐ€ ์ ์  ์ปค์ง€๋Š” ๊ฐ€์šด๋ฐ ๋””์ง€ํ„ธ ํ†ต์ œ ๊ทธ๋ฆฌ๋“œ๋กœ์˜ ๋ฌด์Šจ ๋ณ€ํ™”๊ฐ€ ๋น ๋ฅด๊ฒŒ ์ง„ํ–‰๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

SEC, ๋ช…ํ™•ํ•œ ์•”ํ˜ธํ™”ํ ๊ฐ๋…์— ๋Œ€ํ•ด ์ฆ์–ธ, ๋””์ง€ํ„ธ ์ž์‚ฐ ๊ทœ์ œ๋ฅผ ์œ„ํ•œ ์ฃผ์š” ๋ŒํŒŒ๊ตฌ ์‹ ํ˜ธ

์˜ํšŒ ์ฆ์–ธ์—์„œ SEC๋Š” ๋””์ง€ํ„ธ ์ž์‚ฐ ๊ทœ์น™์„ ๋ช…ํ™•ํžˆ ํ•˜๋Š” ์—ฐ๋ฐฉ ์•”ํ˜ธํ™”ํ ํ”„๋ ˆ์ž„์›Œํฌ์— ๋Œ€ํ•œ ์˜ํšŒ์™€์˜ ์กฐ์œจ ๊ณ„ํš์„ ์ƒ์„ธํžˆ ์„ค๋ช…ํ–ˆ์Šต๋‹ˆ๋‹คโ€ฆ ๋” ์ฝ๊ธฐ

Bear Market Bottom Alerts, Dalio's CBDC Warning, and More โ€“ Week in Review

ํŽธ์ง‘์ž ์˜๊ฒฌ:

์ถ”๊ฐ€์ ์ธ ๊ทœ์ œ ๋ช…ํ™•์„ฑ์€ ๊ฐ€๊ฒฉ์„ ์œ„ํ•œ ์ ˆ์‹คํ•œ ์ง€์›์ด ๋  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์ŠคํŠธ๋ ˆํ‹ฐ์ง€์˜ 4๋ถ„๊ธฐ ์‹ค์  ๋ฐœํ‘œ์—์„œ, ๋งˆ์ดํด ์„ธ์ผ๋Ÿฌ๋Š” ์˜ฌํ•ด ๋น„ํŠธ์ฝ”์ธ์˜ ํ•ต์‹ฌ ์ด‰๋งค ์ค‘ ํ•˜๋‚˜๋กœ ๊ทœ์ œ ์ง€์›์„ ์–ธ๊ธ‰ํ–ˆ์Šต๋‹ˆ๋‹ค.

๋ฐ”์ด๋‚ธ์Šค์™€ ํ”„๋žญํด๋ฆฐ ํ…œํ”Œํ„ด, ์ œ๋„๋ฅผ ์œ„ํ•œ ํ† ํฐํ™”๋œ ํŽ€๋“œ ๋‹ด๋ณด ์ถœ์‹œ

๋ฐ”์ด๋‚ธ์Šค์™€ ํ”„๋žญํด๋ฆฐ ํ…œํ”Œํ„ด์ด ๋น„๊ต ๊ฑฐ๋ž˜์†Œ ์™ธ๋ถ€ ๋‹ด๋ณด๋กœ ํ† ํฐํ™”๋œ ๋จธ๋‹ˆ ๋งˆ์ผ“ ํŽ€๋“œ๋ฅผ ํ™œ์„ฑํ™”ํ•˜์—ฌ ์ œ๋„์  ์•”ํ˜ธํ™”๋ฅผ ๊ฐ€์†ํ™”ํ–ˆ์Šต๋‹ˆ๋‹คโ€ฆ ๋” ์ฝ๊ธฐ.

Bear Market Bottom Alerts, Dalio's CBDC Warning, and More โ€“ Week in Review

ํŽธ์ง‘์ž ์˜๊ฒฌ:

ํ† ํฐํ™”๋Š” ๋””์ง€ํ„ธ ์ž์‚ฐ์˜ ์ฃผ์š” ์ด์•ผ๊นƒ๊ฑฐ๋ฆฌ ์ค‘ ํ•˜๋‚˜๊ฐ€ ๊ณ„์†๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์„ธ๊ณ„ ์ตœ๋Œ€์˜ ์•”ํ˜ธํ™”ํ ๊ฑฐ๋ž˜์†Œ์ธ ๋ฐ”์ด๋‚ธ์Šค์™€์˜ ํ”„๋žญํด๋ฆฐ ํ…œํ”Œํ„ด์˜ ํŒŒํŠธ๋„ˆ์‹ญ์€ ์ด ์ด์•ผ๊ธฐ์— ๋” ๋งŽ์€ ์‹ ๋ขฐ์„ฑ์„ ๋”ํ•ฉ๋‹ˆ๋‹ค.

FAQ โ“

  • ๋น„ํŠธ์ฝ”์ธ์˜ ์•ฝ์„ธ ์‹œ์žฅ ๋ฐ”๋‹ฅ์ด ๋„๋ž˜ํ–ˆ๋Š”๊ฐ€? ํฌ๋ฆฝํ† ํ€€ํŠธ๋Š” ์˜จ์ฒด์ธ ์‹ ํ˜ธ๋“ค(NUPL ๋ฐ MVRV ๋“ฑ)์ด BTC๊ฐ€ ์ง„์ •ํ•œ ๋ฐ”๋‹ฅ์ด ํ˜•์„ฑ๋˜๊ธฐ ์ „์— ๋” ๋‚ฎ์€ ๊ฐ€๊ฒฉ์„ ๋ณผ ์ˆ˜ ์žˆ์Œ์„ ์‹œ์‚ฌํ•œ๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค.
  • ์™œ ์—ํ”„์Šคํƒ€์ธ ๊ธฐ๋ก์ด ์•”ํ˜ธํ™” ๋‰ด์Šค์— ๋“ฑ์žฅํ•˜๋Š”๊ฐ€? ์ƒˆ๋กœ์šด ๋ฒ•๋ฌด๋ถ€ ๋ฌธ์„œ ๊ณต๊ฐœ๊ฐ€ ์ €๋ช…ํ•œ ์•”ํ˜ธํ™”ํ ์ธ๋ฌผ๋“ค๊ณผ ์—…์ฒด๋“ค์„ ์—ํ”„์Šคํƒ€์ธ ๊ด€๋ จ ๊ธฐ๋ก๊ณผ ๊ณต๊ฐœ ๋…ผ์Ÿ์— ์—ฐ๊ฒฐ์‹œํ‚ค๋ฉฐ ๋‹ค์‹œ๊ธˆ ์ฃผ๋ชฉ์„ ๋ฐ›๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
  • ๋ฏธ๊ตญ ์•”ํ˜ธํ™”ํ ๊ทœ์ œ์˜ ์ตœ์‹  ์ƒํ™ฉ์€? SEC ์ฆ์–ธ์€ ๋””์ง€ํ„ธ ์ž์‚ฐ ์‹œ์žฅ์˜ ๋ถˆํ™•์‹ค์„ฑ์„ ์ค„์ผ ์ˆ˜ ์žˆ๋Š” ๋” ๋ช…ํ™•ํ•œ ์—ฐ๋ฐฉ ์•”ํ˜ธํ™”ํ ํ”„๋ ˆ์ž„์›Œํฌ์— ๋Œ€ํ•œ ์ถ”์ง„๋ ฅ์„ ์‹ ํ˜ธํ–ˆ์Šต๋‹ˆ๋‹ค.
  • ํ† ํฐํ™”๋œ ํŽ€๋“œ ๋‹ด๋ณด๊ฐ€ ์ œ๋„์— ๋ฏธ์น˜๋Š” ์˜๋ฏธ๋Š” ๋ฌด์—‡์ธ๊ฐ€? ๋ฐ”์ด๋‚ธ์Šค์™€ ํ”„๋žญํด๋ฆฐ ํ…œํ”Œํ„ด์ด ํ† ํฐํ™”๋œ ๋จธ๋‹ˆ ๋งˆ์ผ“ ํŽ€๋“œ๋ฅผ ๋‹ด๋ณด๋กœ ํ—ˆ์šฉํ•˜๋Š” ๊ฒƒ์€ ๋ณ€๋™์„ฑ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ œ๋„์  ํ† ํฐํ™” ์ธํ”„๋ผ๊ฐ€ ํ™•์žฅ๋˜๊ณ  ์žˆ์Œ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.

์ด ๊ธฐ์‚ฌ๋Š” AI๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ์˜์–ด์—์„œ ๋ฒˆ์—ญ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์˜์–ด ์›๋ณธ์ด ๊ถŒ์œ„ ์žˆ๋Š” ์ถœ์ฒ˜์ด๋ฉฐ, ์ž๋™ ๋ฒˆ์—ญ์—๋Š” ํŠนํžˆ ๋ฒ•๋ฅ  ๋ฐ ๊ทœ์ œ ์šฉ์–ด์—์„œ ๋ถ€์ •ํ™•ํ•œ ๋‚ด์šฉ์ด ํฌํ•จ๋  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ด ๊ธฐ์‚ฌ์˜ ํƒœ๊ทธ