Latest / The Paul Barron Crypto Show / Peak Uncertainty Reached?🚨Crypto Market Update

Transcript

Peak Uncertainty Reached?🚨Crypto Market Update · The Paul Barron Crypto Show

• 0:00
  Speaker 1: Historic uncertainty is now entering the market today. We'll break
• 0:02
  Speaker 1: it down for you to get into a full detail.
• 0:04
  Speaker 1: A lot happening out there. I do want to thank
• 0:06
  Speaker 1: our sponsor, and that is Tangent. This is where you,
• 0:08
  Speaker 1: guys can get into self Custy. If you're brand new
• 0:10
  Speaker 1: to crypto, this is one of the things you should
• 0:13
  Speaker 1: have on your checklist to do, and that is to
• 0:15
  Speaker 1: get some of your tokens, if not all, off of
• 0:18
  Speaker 1: exchanges and onto self Custy. You can do it by
• 0:22
  Speaker 1: just using our link down below. Get into Tangent. It's
• 0:24
  Speaker 1: your secure crypto and hardware wallet. It works like a
• 0:27
  Speaker 1: little credit card with your phone. This is definitely one
• 0:31
  Speaker 1: of the best wallets out there. It's very easy to
• 0:33
  Speaker 1: set up. I would say this is a true statement
• 0:36
  Speaker 1: right there that you can do it in three minutes
• 0:38
  Speaker 1: and you're up and running on self Custy without the
• 0:41
  Speaker 1: worry of seed phrases and all those kind of things.
• 0:43
  Speaker 1: This is the way to go, guys, so check it out.
• 0:45
  Speaker 1: Let's go over to a couple of points. I want
• 0:47
  Speaker 1: to lead off with. One of the things, of course,
• 0:49
  Speaker 1: is this right here, and that is the world is
• 0:53
  Speaker 1: breaking and the reason is is we're seeing the highest
• 0:55
  Speaker 1: level of uncertainty in history. This is passing COVID, the
• 0:59
  Speaker 1: global financial crisis and even the dot com bubble, And
• 1:02
  Speaker 1: if you remember even the dot bomb era, the uncertainty
• 1:06
  Speaker 1: acceleration that we saw back down here in the two
• 1:10
  Speaker 1: thousands was at that time historic. Obviously, COVID, of course,
• 1:15
  Speaker 1: I think was one of the ones that trumped on that.
• 1:18
  Speaker 1: But now what we're seeing with the instability around the world,
• 1:23
  Speaker 1: we are at levels never reported before. Now this of
• 1:25
  Speaker 1: course is wreaking habit on traditional markets, and it's also
• 1:29
  Speaker 1: wreaking havoc on risk markets. And if you look at
• 1:32
  Speaker 1: where we are right now on the crypto fear and greed,
• 1:35
  Speaker 1: you can kind of see we're setting it around thirteen.
• 1:37
  Speaker 1: But man, we are in that red zone and we
• 1:39
  Speaker 1: are just not coming out. And this is the point
• 1:42
  Speaker 1: I think a lot of people are asking, are we
• 1:45
  Speaker 1: near the bottom? That's the real question. Are we continuing
• 1:48
  Speaker 1: to see maybe more downtrend as we continue to move forward. Well,
• 1:52
  Speaker 1: one of the things that could be inflecting more harm,
• 1:55
  Speaker 1: of course, is that we've got another big Epstein drop
• 1:58
  Speaker 1: coming this weekend. When you have another Epstein drop, the
• 2:02
  Speaker 1: immediate thing is is, well, if they're going to drop
• 2:04
  Speaker 1: in Epstein, it means we're going to bomb I Ran
• 2:06
  Speaker 1: the next very day. And of course that is what's
• 2:09
  Speaker 1: playing out over on polymarket, and that of course is
• 2:11
  Speaker 1: US strikes right now playing into this. So I don't know,
• 2:16
  Speaker 1: you guys, let me think or let me know what
• 2:17
  Speaker 1: you guys think in reference to do you think there's
• 2:19
  Speaker 1: going to be a major issue that is maybe digital
• 2:23
  Speaker 1: asset related in the Epstein files that are coming out
• 2:26
  Speaker 1: on Friday. Let me know what you guys think down below.
• 2:29
  Speaker 1: Let's go over into this, because one of the factors
• 2:31
  Speaker 1: that will save all of this, I think is going
• 2:35
  Speaker 1: to be the fact that we get Clarity Act passed
• 2:37
  Speaker 1: through the end of April. If that occurs, and you
• 2:40
  Speaker 1: have Brad garling House on record now saying that he
• 2:42
  Speaker 1: believes this is when it's going to happen. Eighty percent chance.
• 2:45
  Speaker 1: That's a very high level considering the politics that are
• 2:48
  Speaker 1: still being played. And if you look at the poly
• 2:51
  Speaker 1: market on this here recently, we've had a little bit
• 2:54
  Speaker 1: of a spike coming off of what was fifty five
• 2:57
  Speaker 1: percent just yesterday spiking up here now to sixty five percent.
• 3:02
  Speaker 1: So do people in DC know something here, and have
• 3:07
  Speaker 1: the banks finally come to an agreement of conceding certain
• 3:11
  Speaker 1: things or at least conceding some of the stable coin
• 3:16
  Speaker 1: issues that have been placed out there, or is it
• 3:18
  Speaker 1: the other way around. Has crypto bet the knee to
• 3:21
  Speaker 1: the banks? Let me know what you guys think, because
• 3:23
  Speaker 1: I think this is going to get in very quickly
• 3:25
  Speaker 1: into a way that I think a lot of people
• 3:27
  Speaker 1: may see the market respond much more aggressively as we
• 3:31
  Speaker 1: start to see clarity come through. One key signal that
• 3:34
  Speaker 1: you could kind of see here that clarity is going
• 3:36
  Speaker 1: to go through is they killed the seat requirement over
• 3:40
  Speaker 1: at the CFTC. As you guys remember, that was a
• 3:42
  Speaker 1: sticking port for the Democrats. So Trump saying that he
• 3:44
  Speaker 1: would fill democratic seats both at the SEC and the CFTC.
• 3:48
  Speaker 1: And if you look at this mainly to advance the bill,
• 3:51
  Speaker 1: if you look at what he's highlighting here, Trump would
• 3:54
  Speaker 1: agree to fill to empty democratic seats both SEC Democrats
• 3:58
  Speaker 1: would accept conflict of interest provisions that would take effect
• 4:02
  Speaker 1: only after the next presidential inauguration. So basically, the Trump
• 4:07
  Speaker 1: family gets to continue on what they're doing right now,
• 4:10
  Speaker 1: and then at that point then we would start to
• 4:12
  Speaker 1: see those kind of concessions. Here's the big caveat though,
• 4:15
  Speaker 1: it would permit the Democratic president, if there is one
• 4:18
  Speaker 1: on the next election, to immediately take control of both agencies.
• 4:23
  Speaker 1: That would be a big deal if we see that
• 4:26
  Speaker 1: kind of involvement both at the CFTCS and at the SEC.
• 4:31
  Speaker 1: So risky play here for sure, and very short term thinking.
• 4:35
  Speaker 1: I think long run, I don't know if that's going
• 4:37
  Speaker 1: to make a big difference when we see twenty twenty
• 4:40
  Speaker 1: eight come around and whether that will cycle into where
• 4:43
  Speaker 1: digital assets could be at risk. But we'll see all
• 4:46
  Speaker 1: this could play out in a completely different way once
• 4:49
  Speaker 1: Clarity is through, because I think that changes the game dramatically.
• 4:52
  Speaker 1: Here's Blackrock saying that I share stake to Ethereum Trust
• 4:55
  Speaker 1: allocates eighteen percent of its gross staking rewards to Blackrock
• 4:58
  Speaker 1: Fund and this this of course is pretty significant. So
• 5:02
  Speaker 1: this means that Larry think has a lot to us
• 5:06
  Speaker 1: both gain and a lot to lose here if this
• 5:09
  Speaker 1: does not go through. So I think there are many
• 5:12
  Speaker 1: people talking on Wall Street right now with their congressman
• 5:14
  Speaker 1: and starting to shift the narrative in DC around Clarity.
• 5:18
  Speaker 1: So anticipate a move possibly very soon. Here, of course,
• 5:23
  Speaker 1: is where the CFTC is taking a little bit more
• 5:25
  Speaker 1: aggressive stance on prediction markets. Take a look.
• 5:29
  Speaker 2: In response, the CFDC has today filed a Friend of
• 5:33
  Speaker 2: the Court brief to defend its exclusive jurisdiction over these
• 5:39
  Speaker 2: derivative markets.
• 5:40
  Speaker 1: If that occurs, of course we're going to be dealing
• 5:42
  Speaker 1: with the situation right now with the Clarity Act almost
• 5:45
  Speaker 1: having to be passed. So you can again get back
• 5:47
  Speaker 1: to the point where Trump is allocating certain seats at
• 5:51
  Speaker 1: the CFTCC, that of course would change all of this.
• 5:54
  Speaker 1: So it's all trickling down to the point where it
• 5:57
  Speaker 1: comes down to one thing, guys, and that's passing the
• 5:59
  Speaker 1: Clarity Act. Other things that you have to kind of
• 6:01
  Speaker 1: consider is the fact that we have IPO season that
• 6:05
  Speaker 1: is struggling, and you can kind of see that with
• 6:07
  Speaker 1: Gemini of course now parting ways with the cf the
• 6:10
  Speaker 1: COO and the CLO in a big shake up. And
• 6:13
  Speaker 1: of course that was I think because of the Gemini
• 6:15
  Speaker 1: maybe lack of performance. Remember we did not have great
• 6:20
  Speaker 1: IPOs coming in at and during this time. I think
• 6:23
  Speaker 1: now if we get the Clarity Act through, that changes
• 6:26
  Speaker 1: things quite a bit. If we don't. That's a problem
• 6:28
  Speaker 1: that could end IPO season and start to impact a
• 6:31
  Speaker 1: lot of companies in general. I want to go to
• 6:34
  Speaker 1: a clip here because this is Tom Lee talking about
• 6:36
  Speaker 1: when are we going to see the bottom for ethereum.
• 6:38
  Speaker 3: Take a look lately, it's been we've kind of taken
• 6:41
  Speaker 3: a beating, right. It's one of those phases. It reminds
• 6:44
  Speaker 3: me of summer twenty twenty two where every day you
• 6:47
  Speaker 3: wake up and it's just lower than they before. When
• 6:52
  Speaker 3: do you reckon this pain stops? I mean we should
• 6:55
  Speaker 3: be pretty close because one I think sentiment is terrible.
• 7:00
  Speaker 3: The price action's been bad. Tom Demark, who is our
• 7:05
  Speaker 3: advisor on timing, you know, since November, he's been saying
• 7:09
  Speaker 3: Bitcoin would would get towards sixty and Ethereum he thinks
• 7:14
  Speaker 3: should bottom well originally twenty four hundred, but he says
• 7:17
  Speaker 3: if it didn't hold their ethereum mould bottom around eighteen ninety.
• 7:20
  Speaker 3: So I think it touched it to the penny. He
• 7:22
  Speaker 3: thinks we just have to undercut it once more and
• 7:24
  Speaker 3: then that's the low, all right.
• 7:27
  Speaker 1: So there you have at undercutting it once more, that's
• 7:29
  Speaker 1: the low. I don't know. I think a lot of
• 7:32
  Speaker 1: people are comparing, now what's going on now with ethereum,
• 7:36
  Speaker 1: but also with BM and R. Remember these two are
• 7:38
  Speaker 1: locked at the hip. Here's a clip where Lee actually
• 7:42
  Speaker 1: breaks this down. Take a look.
• 7:44
  Speaker 3: Now, we're going to fall, rise and fall with ethereum.
• 7:47
  Speaker 3: I mean basically, bitmine is a stock that's adding ethereum
• 7:51
  Speaker 3: every week. So if Etherum goes down, bitmind stock is
• 7:55
  Speaker 3: not going to go up, but it's going to outperform.
• 7:57
  Speaker 3: Like for instance, even in twenty twenty six, Ethereum is
• 8:00
  Speaker 3: down thirty two percent, bit Mine's down twenty one so
• 8:04
  Speaker 3: bitmin's outperforming Ethereum. Last year from June thirty to the
• 8:08
  Speaker 3: end of the year bitmine was created. On June thirtieth,
• 8:11
  Speaker 3: Ethereum was up twenty two percent. Bitmine was up five
• 8:14
  Speaker 3: hundred So bitmin is outperforming Ethereum.
• 8:17
  Speaker 1: One of the reasons is this right here. Well, bit
• 8:19
  Speaker 1: mine announced that it holds more eth before twenty twenty seven,
• 8:24
  Speaker 1: and they're talking about five million, seven million, nine million,
• 8:27
  Speaker 1: ninety percent pointing at five million eth. So they are
• 8:30
  Speaker 1: on their way right now to getting to that five
• 8:33
  Speaker 1: percent of ethan. That is a big factor that's reachable,
• 8:37
  Speaker 1: especially at the rate in which they are raising capital
• 8:40
  Speaker 1: to be able to do this. One note that you
• 8:43
  Speaker 1: have to look at is where they are on their goal.
• 8:45
  Speaker 1: They're at seventy two percent of owning five percent of
• 8:48
  Speaker 1: eth right now. And if you look at this, their
• 8:50
  Speaker 1: track is really built around acquiring and raising capital. They're
• 8:54
  Speaker 1: going to hit this number. It is going to happen.
• 8:56
  Speaker 1: I want to play a clip here because this is
• 8:58
  Speaker 1: Tom Lee talking about where and how they can see
• 9:01
  Speaker 1: the bottom.
• 9:01
  Speaker 3: Take a look, and we have no leverage. We've been
• 9:05
  Speaker 3: keeping a big cash positions, like around six hundred million,
• 9:07
  Speaker 3: and we're basically earning money every day. The staking rewards
• 9:13
  Speaker 3: plus the interest on the cash is about a million
• 9:15
  Speaker 3: dollars a day.
• 9:16
  Speaker 2: Was it a couple of.
• 9:17
  Speaker 3: Days ago you had about fifty million dollars in an ease.
• 9:19
  Speaker 3: We're buying like forty fifty thousand a week. Wow, yeah
• 9:23
  Speaker 3: every week. Yeah, And the cash balance is growing, so
• 9:27
  Speaker 3: we could be buying a lot more Ethereum if we wanted.
• 9:30
  Speaker 3: We are in a maximum flexibility position, like so if
• 9:34
  Speaker 3: Etherreum has a big decline, which I don't expect so
• 9:38
  Speaker 3: because I think we're close to the bottom. But I
• 9:40
  Speaker 3: fIF Ethereum had a big decline, we could you know,
• 9:42
  Speaker 3: put six d million dollars to work that day, right,
• 9:44
  Speaker 3: and then we could help set the bottom.
• 9:47
  Speaker 1: So you said, a couple of things that are to
• 9:49
  Speaker 1: pay really close attention to. One, of course, is that
• 9:51
  Speaker 1: they're still raising capital to do this. You look at
• 9:54
  Speaker 1: their most recent purchase also, is right at that what
• 9:58
  Speaker 1: he was talking about with for up there was forty
• 10:00
  Speaker 1: to fifty thousand a week and they're willing to back
• 10:03
  Speaker 1: the truck up if we do see a dip below.
• 10:06
  Speaker 1: So here's the trigger that you want to watch for.
• 10:09
  Speaker 1: Watch for one hundred thousand in purchase on ETH alone.
• 10:14
  Speaker 1: If we see that a couple of times, that tells
• 10:16
  Speaker 1: us that we have close to a bottom in fourth
• 10:19
  Speaker 1: theorem at least based on if you understand what Tom
• 10:22
  Speaker 1: Lee is trying to do, and I think right now
• 10:24
  Speaker 1: they are the leading advocate when it comes to ETH
• 10:27
  Speaker 1: in general and definitely a market dictator. Here's him of
• 10:30
  Speaker 1: course talking about ETH has the ultimate product market fit
• 10:33
  Speaker 1: for three different major trends. Those trends I would agree
• 10:36
  Speaker 1: with Wall Street definitely is rebuilding the financial system. We've
• 10:39
  Speaker 1: already seen that, and that's everything from blockchain speed around
• 10:44
  Speaker 1: stable coin to advancements on what we're going to see
• 10:46
  Speaker 1: on token is is treasuries AI and future agentic AI
• 10:50
  Speaker 1: that I think is going to happen for payments. Eth
• 10:52
  Speaker 1: will be the winner there and then the creator economy.
• 10:54
  Speaker 1: How that plays in to the future is still a
• 10:58
  Speaker 1: little bit more blurry, but it does tie into a
• 11:01
  Speaker 1: lot of what the partnership is with BM and R
• 11:04
  Speaker 1: and what's going on with of course Jimmy and mister
• 11:08
  Speaker 1: Beast and where that might go. Who knows could be
• 11:11
  Speaker 1: a major factor here again, another big opportunity here. Further
• 11:15
  Speaker 1: into things, you have to look at other indicators here
• 11:18
  Speaker 1: that are causing a little bit of uncertainty in the market. Well,
• 11:20
  Speaker 1: here you have World Liberty Forum happening literally just seventeen
• 11:24
  Speaker 1: hours now. And what I don't understand is this right
• 11:27
  Speaker 1: here that they're actually bringing in Nicki minaj. Now, no
• 11:32
  Speaker 1: matter what side you're on, I think bipartisan everybody is
• 11:36
  Speaker 1: for the idea of passing clarity. But what you're doing
• 11:40
  Speaker 1: here is you're almost bringing crypto into a partisan situation
• 11:45
  Speaker 1: where it puts a lot of pressure I think in general,
• 11:47
  Speaker 1: especially when you look at what's happening in DC right now,
• 11:50
  Speaker 1: where we're trying to get to a phase of everybody
• 11:52
  Speaker 1: wins if we get this through. This of course, kind
• 11:55
  Speaker 1: of just adds some fuel to the fire that I
• 11:57
  Speaker 1: don't need. I don't think needs to be done right now,
• 11:59
  Speaker 1: and that is the mistake. I think that unfortunately, where
• 12:03
  Speaker 1: a liberty fight is doing. Let's get into one more
• 12:05
  Speaker 1: thing I want to hit on, and of course that
• 12:07
  Speaker 1: is DTCC. They are talking about one thing right now
• 12:10
  Speaker 1: and that is interoperability, which is a non negotiable. So
• 12:15
  Speaker 1: what that tells me is that no single blockchain can
• 12:18
  Speaker 1: power global markets. So we're going to see multiples start
• 12:21
  Speaker 1: to play into that. So pay attention for those of
• 12:24
  Speaker 1: you out there considering Canton Network and others. There will
• 12:28
  Speaker 1: be multiple winners here, so be aware of that.
• 12:31
  Speaker 2: All right.
• 12:32
  Speaker 1: One more point that could be that we are nearing
• 12:34
  Speaker 1: the bottom is right here, and that is that whales
• 12:36
  Speaker 1: are continuing to push harder. As we see Jane Street
• 12:40
  Speaker 1: actually acquiring more shares. This of course will continue to
• 12:43
  Speaker 1: push I think Wall Street into the main street of
• 12:46
  Speaker 1: where we're going on the crypto markets and risk. The
• 12:49
  Speaker 1: last thing you got to look at is the injection
• 12:51
  Speaker 1: by the FED another couple of assets right there, moving
• 12:55
  Speaker 1: in sixteen billion into the economy this week alone. This
• 12:58
  Speaker 1: is still soft if you want to think about it.
• 13:01
  Speaker 1: But the point is is it's still moving in for
• 13:03
  Speaker 1: what a reason. This of course is saying that they're
• 13:05
  Speaker 1: going to do this to get treasury bill purchases and
• 13:09
  Speaker 1: put money and liquidity into the money market markets. So
• 13:12
  Speaker 1: interesting things. We're going to see a lot happening. I
• 13:15
  Speaker 1: anticipate any minute now where we're going to see clarity drop,
• 13:19
  Speaker 1: and when it does, we'll definitely get back with you.
• 13:28
  Speaker 1: If you like this video, like and subscribe, drop a
• 13:31
  Speaker 1: comment down below, and also join our free private member group.
• 13:35
  Speaker 1: The link is in the description