https://www.coindesk.com/markets/2023/05/19/first-mover-americas-bitcoin-rebounds-amid-optimism-on-debt-ceiling/






First Mover Americas: Litecoin Might Be Trading at a Discount

ํผ์ŠคํŠธ ๋ฌด๋ฒ„ ์•„๋ฉ”๋ฆฌ์นด: ๋ผ์ดํŠธ์ฝ”์ธ์ด ํ• ์ธ๋œ ๊ฐ€๊ฒฉ์—์„œย ๊ฑฐ๋ž˜๋  ์ˆ˜ ์žˆ์Œ


The latest price moves in crypto markets in context for May 19, 2023.

2023๋…„ 5์›” 19์ผ ์•”ํ˜ธํ™”ํ ์‹œ์žฅ์˜ ์ตœ์‹  ๊ฐ€๊ฒฉ ์›€์ง์ž„.











์ธ๊ธฐ ์Šคํ† ๋ฆฌ



- ์˜จ์ฒด์ธ ์ง€ํ‘œ์— ๋”ฐ๋ฅด๋ฉด ์‹œ๊ฐ€์ด์•ก ๊ธฐ์ค€ 12๋ฒˆ์งธ๋กœ ํฐ ์•”ํ˜ธํ™”ํ์ธ ๋ผ์ดํŠธ์ฝ”์ธ(LTC)์ด ํ• ์ธ๋œ ๊ฐ€๊ฒฉ์— ๊ฑฐ๋ž˜๋˜๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ์Šต๋‹ˆ๋‹ค. ๋ณด๋„ ์‹œ์ ์— ๋ผ์ดํŠธ์ฝ”์ธ์˜ ์‹œ์žฅ๊ฐ€์น˜ ๋Œ€๋น„ ์‹คํ˜„๊ฐ€์น˜(Market Value to Realized Value: MVRV) Z-์Šค์ฝ”์–ด๋Š” ๋งˆ์ด๋„ˆ์Šค๋ฅผ ๊ธฐ๋กํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


๋ถ„์„ ํšŒ์‚ฌ ๊ธ€๋ž˜์Šค๋…ธ๋“œ(Glassnode)์— ๋”ฐ๋ฅด๋ฉด 0 ๋ฏธ๋งŒ์˜ ์ ์ˆ˜๋Š” ํ•ด๋‹น ์•”ํ˜ธํ™”ํ๊ฐ€ ๊ณต์ • ๊ฐ€์น˜์— ๋น„ํ•ด ์ €ํ‰๊ฐ€๋˜์–ด ์žˆ์Œ์„ ๋‚˜ํƒ€๋ƒ…๋‹ˆ๋‹ค. ์‹œ๊ฐ€์ด์•ก์€ ์œ ํ†ต๋˜๋Š” ์ฝ”์ธ์˜ ์ด ์ˆ˜์— ์•”ํ˜ธํ™”ํ ๊ฐ€๊ฒฉ์„ ๊ณฑํ•˜์—ฌ ๊ณ„์‚ฐ๋ฉ๋‹ˆ๋‹ค. ์‹คํ˜„ ๊ฐ€์น˜๋Š” ์ฝ”์ธ์ด ๋ธ”๋ก์ฒด์ธ์—์„œ ๋งˆ์ง€๋ง‰์œผ๋กœ ์ด๋™ํ–ˆ์„ ๋•Œ์˜ ์‹œ์žฅ ๊ฐ€์น˜๋ฅผ ๋”ํ•œ ์‹œ๊ฐ€์ด์•ก์˜ ๋ณ€ํ˜•๋œ ํ˜•ํƒœ์ž…๋‹ˆ๋‹ค. ์œ ํ†ต์—์„œ ์†์‹ค๋œ ๋ชจ๋“  ์ฝ”์ธ(15% ์ด์ƒ)์€ ์ œ์™ธ๋˜๋ฉฐ ๋„คํŠธ์›Œํฌ์˜ ์‹ค์ œ ๊ฐ€์น˜ ๋˜๋Š” ๊ณต์ • ๊ฐ€์น˜๋ฅผ ๋ฐ˜์˜ํ•˜๋Š” ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์ ธ ์žˆ์Šต๋‹ˆ๋‹ค.


https://www.coindesk.com/markets/2023/05/19/litecoin-is-undervalued-onchain-indicator-suggests/



- JP๋ชจ๊ฑด(JPMorgan)์€ ๋ชฉ์š”์ผ ์—ฐ๊ตฌ ๋ณด๊ณ ์„œ์—์„œ ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ์˜ ์„ธ๊ณ„๋Š” ๊ณ„์† ์ถ•์†Œ๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๊ฒƒ์ด ๋ฉˆ์ถœ ๋•Œ๊นŒ์ง€ ์•”ํ˜ธํ™”ํ ๊ฐ€๊ฒฉ์˜ ์ง€์†์ ์ธ ํšŒ๋ณต์€ ์–ด๋ ค์šธ ๊ฒƒ์ด๋ผ๊ณ  ๋งํ–ˆ์Šต๋‹ˆ๋‹ค. ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ์€ ๋ฏธ๊ตญ ๋‹ฌ๋Ÿฌ!์™€ ๊ฐ™์€ ๋‹ค๋ฅธ ์ž์‚ฐ์— ๊ณ ์ •๋œ ์•”ํ˜ธํ™”ํ์˜ ์ผ์ข…์ž…๋‹ˆ๋‹ค.ย 


๋‹ˆ์ฝœ๋ผ์˜ค์Šค ํŒŒ๋‹ˆ๊ฑฐ์กฐ๊ธ€๋ฃจ(Nikolaos Panigirtzoglou)๊ฐ€ ์ด๋„๋Š” ์• ๋„๋ฆฌ์ŠคํŠธ๋“ค์€ "์•”ํ˜ธํ™”ํ์— ๋Œ€ํ•œ ๋ฏธ๊ตญ์˜ ๊ทœ์ œ ๋‹จ์†, ์•”ํ˜ธํ™”ํ ์ƒํƒœ๊ณ„๋ฅผ ์œ„ํ•œ ์€ํ–‰ ๋„คํŠธ์›Œํฌ์˜ ๋ถˆ์•ˆ์ •, ์ž‘๋…„ FTX ๋ถ•๊ดด์˜ ์—ฌํŒŒ๊ฐ€ ๊ณ„์† ์ถ•์†Œ๋˜๊ณ  ์žˆ๋Š” ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ ์„ธ๊ณ„๋ฅผ ์ง“๋ˆ„๋ฅด๊ณ  ์žˆ๋‹ค"๊ณ  ์ง€์ ํ–ˆ์Šต๋‹ˆ๋‹ค.



- ๊ธˆ์š”์ผ ๋ธ”๋ฃธ๋ฒ„๊ทธ ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด ๋””์ง€ํ„ธ ์ž์‚ฐ ๊ธˆ์œต ์„œ๋น„์Šค ํšŒ์‚ฌ์ธ ํ•ด์‹œํ‚ค ๊ทธ๋ฃน(Hashkey Group)์ด 10์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์ž๊ธˆ ์กฐ๋‹ฌ์„ ๊ณ„ํšํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.ย 


๋ณด๊ณ ์„œ์— ๋”ฐ๋ฅด๋ฉด ์•„์‹œ์•„์— ๋ณธ์‚ฌ๋ฅผ ๋‘” ํ•ด์‹œํ‚ค๋Š” 1์–ต ๋‹ฌ๋Ÿฌ์—์„œ 2์–ต ๋‹ฌ๋Ÿฌ ์‚ฌ์ด์˜ ์ž๊ธˆ์„ ์กฐ๋‹ฌํ•˜๊ธฐ ์œ„ํ•œ ์˜ˆ๋น„ ํ˜‘์ƒ์„ ์ง„ํ–‰ ์ค‘์ด๋ผ๊ณ  ์ด ์‚ฌ์•ˆ์— ์ •ํ†ตํ•œ ๊ด€๊ณ„์ž๋ฅผ ์ธ์šฉํ•ด ๋ณด๋„ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ํšŒ์‚ฌ๋Š” ์ตœ๊ทผ ๋ช‡ ๋‹ฌ ๋™์•ˆ ํ™!์ฝฉ์ด ๋””์ง€ํ„ธ ์ž์‚ฐ์— ๋Œ€ํ•œ ๋ช…ํ™•ํ•œ ๊ทœ์ œ ๊ตฌ์กฐ๋ฅผ ๊ณต์‹ํ™”ํ•˜๋ฉด์„œ ์ž ์žฌ์  ์ธ ์•”ํ˜ธํ™” ํ—ˆ๋ธŒ๋กœ ๋‹ค์‹œ ๋ถ€์ƒํ•˜๊ณ ์žˆ๋Š” ํ™!์ฝฉ์„ ํ™œ์šฉํ•˜๋ ค๊ณ ํ•ฉ๋‹ˆ๋‹ค. ํ™!์ฝฉ์€ ์ฝ”๋กœ๋‚˜19๋กœ ์ธํ•œ ๋ช‡ ๋…„๊ฐ„์˜ ๊ทœ์ œ๊ฐ€ ๊ฒฝ์ œ์— ํƒ€๊ฒฉ์„ ์ž…ํžŒ ํ›„, ๋” ๋งŽ์€ ํˆฌ์ž์™€ ์ž๋ณธ์„ ์ฐฝ์ถœํ•˜๊ธฐ ์œ„ํ•œ ์ˆ˜๋‹จ์œผ๋กœ ์•”ํ˜ธํ™”ํ ๊ธฐ์—…์„ ํ™!์ฝฉ์œผ๋กœ ์œ ์น˜ํ•˜๊ณ ์ž ํ•ฉ๋‹ˆ๋‹ค.









- ์ต๋ช…์˜ ํƒˆ์ค‘์•™ํ™”๊ธˆ์œต(DeFi) ์• ๋„๋ฆฌ์ŠคํŠธ ์ด๊ทธ๋‚˜์Šค(Ignas)๊ฐ€ ์ž‘์„ฑํ•œ ์ฐจํŠธ์— ๋”ฐ๋ฅด๋ฉด ํ˜„์žฌ ํƒˆ์ค‘์•™ํ™”์ž์œจ ์กฐ์ง(DAO)์˜ ๋ณด์œ  ์ž์‚ฐ์ด ํ•ด๋‹น ํ† ํฐ์˜ ์‹œ๊ฐ€์ด์•ก๋ณด๋‹ค ์ ์€ ๊ณณ์ด 8๊ณณ์— ๋‹ฌํ•ฉ๋‹ˆ๋‹ค. (๋ณด์œ  ์ž์‚ฐ์—๋Š” ์ž์ฒด ์ฝ”์ธ ๋ณด์œ ๋„ ํฌํ•จ๋ฉ๋‹ˆ๋‹ค).


- ์ด๊ทธ๋‚˜์Šค์— ๋”ฐ๋ฅด๋ฉด, ์ด๋Ÿฌํ•œ DAO๋Š” ์†Œ์œ„ RFV ๊ณต๊ฒฉ์ž ๋˜๋Š” ํ–‰๋™์ฃผ์˜ ํˆฌ์ž์ž๋“ค์ด ๊ธˆ์ „์  ์ด๋“์„ ์œ„ํ•ด ํ† ํฐ ๊ฐ€๊ฒฉ์„ ์กฐ์ž‘ํ•˜๊ธฐ ์œ„ํ•ด DAO๋ฅผ ์ธ์ˆ˜ํ•˜๊ณ ์ž ํ•˜๋Š” ํ‘œ์ ์ด ๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.


https://ignasdefi.substack.com/p/the-dao-takeover-playbook-the-new?sd=pf&utm_source=Sailthru&utm_medium=email&utm_campaign=First%20Mover%20New%20Template






์ธ๊ธฐ ๊ฒŒ์‹œ๋ฌผ



- ๋ฏธ๊ตญ ์ฒญ๋ฌธํšŒ, ๊ฒฝ์Ÿ ํ•˜์› ๋ฒ•์•ˆ์—์„œ ์Šคํ…Œ์ด๋ธ” ์ฝ”์ธ ๊ท ์—ด ๊ฐ•์กฐ: ๊ณตํ™”๋‹น์€ ์ž…๋ฒ•์  ํƒ€ํ˜‘ ๊ฐ€๋Šฅ์„ฑ์— ์ดˆ์ ์„ ๋งž์ถ˜ ๋ฐ˜๋ฉด, ๋ฏผ์ฃผ๋‹น์€ ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ์— ๋Œ€ํ•œ ์ž…์žฅ ์ฐจ์ด๊ฐ€ ์‹ฌํ™”๋˜๊ณ  ์žˆ๋‹ค๋Š” ์ ์„ ํŠน์ง•์œผ๋กœ ๊ผฝ์•˜์Šต๋‹ˆ๋‹ค.


https://www.coindesk.com/policy/2023/05/18/us-hearing-highlights-stablecoin-rift-in-competing-house-bills/?utm_source=Sailthru&utm_medium=email&utm_campaign=First%20Mover%20New%20Template



- ํˆฌ์ž์ž๋“ค์ด ๋ถ€์ฑ„ ํ•œ๋„ ํ˜‘์ƒ๊ณผ ๊ทœ์ œ ์กฐ์น˜๋ฅผ ๊ณ„์† ์ €์šธ์งˆํ•˜๋ฉด์„œ ๋น„ํŠธ์ฝ”์ธ, 27,000๋‹ฌ๋Ÿฌ ์•„๋ž˜๋กœ ํ•˜๋ฝ: ์ด๋ฅธ ์•„์นจ ์•”ํ˜ธํ™”ํ์˜ ์ƒ์Šน์„ธ๋Š” ๋ชฉ์š”์ผ ์˜คํ›„ ๊ฑฐ๋ž˜์—์„œ ๋น ๋ฅด๊ฒŒ ์‚ฌ๋ผ์กŒ์Šต๋‹ˆ๋‹ค.


https://www.coindesk.com/markets/2023/05/18/bitcoin-drops-below-27k-as-investors-continue-to-weigh-debt-ceiling-talks-regulatory-actions/?utm_source=Sailthru&utm_medium=email&utm_campaign=First%20Mover%20New%20Template


- ์ฝ”์ธ๋ฒ ์ด์Šค, ๊ตฌ๋… ์„œ๋น„์Šค ๊ณต์‹ ์˜คํ”ˆ, ๋ฏธ๊ตญ ์™ธ ์ง€์—ญ์œผ๋กœ ์„œ๋น„์Šค ๋ฒ”์œ„ ํ™•๋Œ€: ์ฝ”์ธ๋ฒ ์ด์Šค ์›(Coinbase One)์€ ํ˜„์žฌ ๋ฒ ํƒ€ ๋ฒ„์ „์ด ์ถœ์‹œ๋˜์—ˆ์œผ๋ฉฐ ๋ฏธ๊ตญ ์™ธ์— ์˜๊ตญ, ๋…์ผ, ์•„์ผ๋žœ๋“œ์—์„œ๋„ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.


https://www.coindesk.com/business/2023/05/18/coinbase-officially-opens-subscription-service-expands-reach-outside-us/?utm_source=Sailthru&utm_medium=email&utm_campaign=First%20Mover%20New%20Template











์ข‹์€ ๋ฐค ๋ณด๋‚ด์‹œ๊ธฐ ๋ฐ”๋ผ์š”~