{"id":2600,"date":"2025-07-30T19:37:25","date_gmt":"2025-07-30T10:37:25","guid":{"rendered":"https:\/\/www.coinspeaker.com\/kr\/?p=2600"},"modified":"2026-01-09T22:39:09","modified_gmt":"2026-01-09T13:39:09","slug":"ray-dalio-bitcoin-institutional-demand-growth","status":"publish","type":"post","link":"https:\/\/www.coinspeaker.com\/kr\/ray-dalio-bitcoin-institutional-demand-growth\/","title":{"rendered":"\ub808\uc774 \ub2ec\ub9ac\uc624, \ube44\ud2b8\ucf54\uc778 \uc0c1\uc2b9 \uc608\uce21\u2026\uae30\uad00 \uc218\uc694 \uae09\uc99d \uc774\uc5b4\uc838"},"content":{"rendered":"

\ucd5c\uadfc \ube44\ud2b8\ucf54\uc778(BTC) \uac00\uaca9\uc774 11\ub9cc 7,000\ub2ec\ub7ec(\uc57d 1\uc5b5 6,325\ub9cc \uc6d0) \uc218\uc900\uc73c\ub85c \uc870\uc815\ubc1b\uc558\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uae30\uad00\ud22c\uc790\uc790\ub4e4\uc758 \uc218\uc694\ub294 \uc5ec\uc804\ud788 \uac15\ub825\ud558\uac8c \uc720\uc9c0\ub418\uace0 \uc788\ub2e4. \ud2b9\ud788 \uc138\uacc4 \ucd5c\ub300 \ud5e4\uc9c0\ud380\ub4dc \ube0c\ub9ac\uc9c0\uc6cc\ud130 \uc5b4\uc18c\uc2dc\uc5d0\uc774\uce20(Bridgewater Associates)\uc758 \ucc3d\ub9bd\uc790\uc774\uc790 \uc5b5\ub9cc\uc7a5\uc790\uc778 \ub808\uc774 \ub2ec\ub9ac\uc624(Ray Dalio)\uac00 \ube44\ud2b8\ucf54\uc778\uc744 \uacf5\uac1c\uc801\uc73c\ub85c \uc9c0\uc9c0\ud558\uba74\uc11c \uc8fc\ubaa9\uc744 \ubc1b\uace0 \uc788\ub2e4. \ubbf8\uad6d \uad6d\uac00\ubd80\ucc44\uac00 37\uc870 \ub2ec\ub7ec(\uc57d 5\uacbd 1,591\uc870 6,500\uc5b5 \uc6d0)\ub97c \ub3cc\ud30c\ud55c \uac00\uc6b4\ub370, \ub808\uc774 \ub2ec\ub9ac\uc624\ub294 \uc790\uc0b0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 15%\ub97c \ube44\ud2b8\ucf54\uc778\uacfc \uae08\uc5d0 \ubc30\ubd84\ud560 \uac83\uc744 \uc81c\uc548\ud588\ub2e4.<\/p>\n

\ub808\uc774 \ub2ec\ub9ac\uc624, \ube44\ud2b8\ucf54\uc778 \ube44\uc911 \uae30\uc874 1~2%\uc5d0\uc11c 15%\ub85c \uc0c1\ud5a5 \uc870\uc815<\/h2>\n

2022\ub144\uae4c\uc9c0\ub9cc \ud574\ub3c4 \uc5b5\ub9cc\uc7a5\uc790 \ud22c\uc790\uc790 \ub808\uc774 \ub2ec\ub9ac\uc624\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \ube44\ud2b8\ucf54\uc778\uc758 \ube44\uc911\uc744 1~2% \uc815\ub3c4\ub85c \uc81c\ud55c\ud560 \uac83\uc744 \uad8c\uc7a5\ud588\uc5c8\ub2e4. \uadf8\ub7ec\ub098 \ucd5c\uadfc \uadf8\ub294 \ubbf8\uad6d \uacbd\uc81c\uc758 \u2018\ubd80\ucc44 \ub8e8\ud504(debt loom loop, \ubd80\ucc44\ub97c \uac1a\uae30 \uc704\ud574 \ub354 \ub9ce\uc740 \ubd80\ucc44\ub97c \ubc1c\ud589\ud558\ub294 \uc545\uc21c\ud658)\u2019 \ud604\uc0c1\uc744 \uc9c0\uc801\ud558\uba70 \uc785\uc7a5\uc744 \uc804\ud658, \ube44\ud2b8\ucf54\uc778\uc5d0 \ub300\ud55c \ud22c\uc790 \ube44\uc911\uc744 15%\uae4c\uc9c0 \ud655\ub300\ud560 \uac83\uc744 \uad8c\uace0\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \ube44\ud2b8\ucf54\uc778 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc2e0\ub8b0\uac00 \ud06c\uac8c \ub192\uc544\uc84c\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n

\ub2ec\ub9ac\uc624\ub294 \ub610\ud55c 2025\ub144 \ub4e4\uc5b4 \ub2ec\ub7ec\ud654 \uac00\uce58\uac00 \ud558\ub77d\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud558\uba74\uc11c, \ube44\ud2b8\ucf54\uc778\uc774 \uc62c\ud574 \ub4e4\uc5b4 27% \uc0c1\uc2b9\ud588\ub2e4\ub294 \uc810\uc5d0 \uc8fc\ubaa9\ud574\uc57c \ud55c\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4. \uadf8\ub294 7\uc6d4 27\uc77c \u2018\ub9c8\uc2a4\ud130 \uc778\ubca0\uc2a4\ud130 \ud31f\uce90\uc2a4\ud2b8(Master Investor Podcast)\u2019\uc5d0 \ucd9c\uc5f0\ud574, \ud5a5\ud6c4 12\uac1c\uc6d4\uac04 \ubbf8\uad6d \uc815\ubd80\uac00 \uc57d 12\uc870 \ub2ec\ub7ec(\uc57d 1\uacbd 6,734\uc870 \uc6d0) \uaddc\ubaa8\uc758 \uad6d\ucc44\ub97c \ucd94\uac00 \ubc1c\ud589\ud574\uc57c \ud560 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \uc774\ub294 \ud604\uc7ac \ub204\uc801\ub41c 36.7\uc870 \ub2ec\ub7ec(\uc57d 5\uacbd 1,206\uc870 \uc6d0) \uaddc\ubaa8\uc758 \uad6d\uac00 \ubd80\ucc44\ub97c \uac10\ub2f9\ud558\uae30 \uc704\ud55c \uc870\uce58\ub2e4.<\/p>\n

\uc774\ub7ec\ud55c \ub300\uaddc\ubaa8 \uad6d\ucc44 \ubc1c\ud589\uc740 \uc624\ud788\ub824 \ube44\ud2b8\ucf54\uc778\uacfc \uc554\ud638\ud654\ud3d0 \uc2dc\uc7a5\uc73c\ub85c\uc758 \uc790\uae08 \uc720\uc785\uc744 \ucd09\uc9c4\ud558\ub294 \uc694\uc778\uc774 \ub420 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\ub3c4 \ub098\uc628\ub2e4. \ub2ec\ub9ac\uc624\ub294 \ub2e4\uc74c\uacfc \uac19\uc774 \ub9d0\ud588\ub2e4.<\/a><\/p>\n

\u201c\ucd5c\uc801\uc758 \uc218\uc775 \ub300\ube44 \uc704\ud5d8 \ube44\uc728\uc744 \ucd94\uad6c\ud55c\ub2e4\uba74, \uc790\uc0b0\uc758 \uc57d 15%\ub294 \uae08\uc774\ub098 \ube44\ud2b8\ucf54\uc778\uc5d0 \ud22c\uc790\ud574\uc57c \ud569\ub2c8\ub2e4.\u201d<\/p><\/blockquote>\n

\ub808\uc774 \ub2ec\ub9ac\uc624\uc758 \ubc1c\uc5b8\uc740 \ubbf8\uad6d \uc7ac\uc815 \uc0c1\ud669\uc774 \ub354\uc6b1 \uc545\ud654\ub418\ub294 \uc2dc\uc810\uc5d0 \ub098\uc628 \uac83\uc73c\ub85c, \ubbf8 \uc7ac\ubb34\ubd80\ub294 \uc774\ubc88 \uc8fc \uc6d4\uc694\uc77c(7\uc6d4 29\uc77c) \ubd84\uae30\ubcc4 \uad6d\ucc44 \ubc1c\ud589 \uc804\ub9dd\uce58\ub97c \uc0c1\ud5a5 \uc870\uc815\ud588\ub2e4. 3\ubd84\uae30 \uad6d\ucc44 \ubc1c\ud589 \uaddc\ubaa8\ub294 1\uc870 \ub2ec\ub7ec(\uc57d 1,394\uc870 5,000\uc5b5 \uc6d0)\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc774\ub294 \uc774\uc804 \uc804\ub9dd\ubcf4\ub2e4 4530\uc5b5 \ub2ec\ub7ec(\uc57d 6,316\uc870 \uc6d0) \uc99d\uac00\ud55c \uc218\uce58\ub2e4. 4\ubd84\uae30\uc5d0\ub294 5900\uc5b5 \ub2ec\ub7ec(\uc57d 8,222\uc870 \uc6d0) \uaddc\ubaa8\uc758 \ucd94\uac00 \ubc1c\ud589\uc774 \uc608\uc0c1\ub41c\ub2e4.<\/p>\n

\ub2ec\ub9ac\uc624\ub294 \uc790\uc2e0\uc774 \u201c\uc77c\ubd80 \ube44\ud2b8\ucf54\uc778\uc744 \uc9c1\uc811 \ubcf4\uc720\ud558\uace0 \uc788\ub2e4\u201d\uace0 \ubc1d\ud788\uba74\uc11c\ub3c4, \uc774\ubc88 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\ucc9c\uc740 \uc720\uc5f0\ud55c \uae30\uc900\uc774\ub77c\uace0 \uac15\uc870\ud588\ub2e4. \uadf8\ub294 \ube44\ud2b8\ucf54\uc778\uacfc \uae08\uc758 \ube44\uc728\uc740 \ud22c\uc790\uc790 \uac1c\uc778\uc758 \ud310\ub2e8\uc5d0 \ub9e1\uae30\ub294 \uac83\uc774 \ubc14\ub78c\uc9c1\ud558\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\ubc88 \uc8fc \ucd08, ‘\ubd80\uc790 \uc544\ube60 \uac00\ub09c\ud55c \uc544\ube60’ \uc758 \uc800\uc790\uc774\uc790 \ub178\ub828\ud55c \ud22c\uc790\uc790 \ub85c\ubc84\ud2b8 \uae30\uc694\uc0ac\ud0a4(Robert Kiyosaki)<\/a>\ub3c4 \ubbf8\uad6d \ubd80\ucc44 \uc6b0\ub824 \uc18d\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uae08, \uc740, \ube44\ud2b8\ucf54\uc778\uacfc \uac19\uc740 \uc2e4\ubb3c \uc790\uc0b0\uc744 \ubcf4\uc720\ud560 \ud544\uc694\uc131\uc744 \uac15\uc870\ud558\uc600\ub2e4.<\/p>\n

\ud55c\ud3b8, \ub2ec\ub9ac\uc624\ub294 \uc5ec\uc804\ud788 \ube44\ud2b8\ucf54\uc778\ubcf4\ub2e4\ub294 \uae08\uc744 \ub354 \uc120\ud638\ud55c\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uadf8\ub294 \ube44\ud2b8\ucf54\uc778\uc774 \uae30\ucd95\ud1b5\ud654\uac00 \ub418\uae30\uc5d0\ub294 \ud55c\uacc4\uac00 \uc788\ub2e4\uba70 \uc77c\ubd80 \ud68c\uc758\uc801\uc778 \uc2dc\uac01\uc744 \ub4dc\ub7ec\ub0c8\ub2e4. \ube14\ub85d\uccb4\uc778 \uae30\ubc18\uc758 \ud22c\uba85\uc131\uacfc \uac10\uc2dc \uac00\ub2a5\uc131\uc744 \uadf8 \uc774\uc720\ub85c \ub4e4\uba70, \ub2e4\uc74c\uacfc \uac19\uc774 \ub9d0\ud588\ub2e4. \u201c\uc815\ubd80\ub294 \ub204\uac00 \uc5b4\ub5a4 \uac70\ub798\ub97c \ud558\uace0 \uc788\ub294\uc9c0 \ub2e4 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.\u201d<\/p>\n

\ube44\ud2b8\ucf54\uc778 \uc870\uc815 \uc2dc \ub9e4\uc218 \uc720\ud6a8?<\/h1>\n

\ube44\ud2b8\ucf54\uc778 \uac00\uaca9\uc774 11\ub9cc~11\ub9cc 7,000 \ub2ec\ub7ec(\uc57d 1\uc5b5 5,339\ub9cc~1\uc5b5 6,325\ub9cc \uc6d0) \uad6c\uac04\uc5d0\uc11c \uac70\ub798\ub418\uba70, \ud574\ub2f9 \uad6c\uac04\uc5d0\uc11c \ub9e4\uc218\uc138\uac00 \ub69c\ub837\ud558\uac8c \uc720\uc785\ub418\uace0 \uc788\ub2e4. \uac00\uaca9\uc774 \uc870\uc815\ub420 \ub54c \uc2e0\uaddc \ub9e4\uc218\uc790\uac00 \uc9c4\uc785\ud558\uace0, \uae30\uc874 \ubcf4\uc720\uc790\ub4e4\ub3c4 \ub354 \ub192\uc740 \uac00\uaca9\ub300\uc5d0\uc11c \ucd94\uac00 \ub9e4\uc218\uc5d0 \ub098\uc11c\uace0 \uc788\ub294 \uc591\uc0c1\uc774\ub2e4. \uc774\ub7ec\ud55c \ud750\ub984\uc740 \uacc4\ub2e8\uc2dd\uc73c\ub85c \uc0c1\uc2b9\ud558\ub294 \ud3c9\uade0 \ub9e4\uc785\ub2e8\uac00 \ubd84\ud3ec\ub97c \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n

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The $110K\u2013$117K range is gradually filling in. $BTC<\/a> is being accumulated on both sides – buyers stepping in on dips, while earlier buyers are now acquiring at higher levels, forming a staircase-like pattern in cost basis distribution. pic.twitter.com\/a2Ssri8WbD<\/a><\/p>\n

— glassnode (@glassnode) July 28, 2025<\/a><\/p><\/blockquote>\n