Latest / The Paul Barron Crypto Show / Sentiment Surge Brings Back Hope?🚀Crypto Market Update

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Sentiment Surge Brings Back Hope?🚀Crypto Market Update · The Paul Barron Crypto Show

• 0:00
  Speaker 1: Sentiment is surging today. We're going to break it down
• 0:02
  Speaker 1: for you. There's a lot of things happening in the market.
• 0:03
  Speaker 1: Let's just jump right into it. I do want to
• 0:05
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• 0:08
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• 0:11
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• 0:14
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• 0:17
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• 0:19
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• 0:21
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• 0:23
  Speaker 1: just to get started and do that. It does help
• 0:27
  Speaker 1: us out. There's a lot of things happening, not only today,
• 0:30
  Speaker 1: but I think this week that starts to layer in
• 0:33
  Speaker 1: the potential of what we might see on either a
• 0:37
  Speaker 1: new run here or could we see some pullbacks that
• 0:41
  Speaker 1: are waiting in the wings. A couple of things I
• 0:42
  Speaker 1: want to focus on. Us and I RAN are weighing
• 0:45
  Speaker 1: further on negotiations to extend and in two weeks ceasefire.
• 0:48
  Speaker 1: And here's kind of the breakdown the straight of her moves.
• 0:52
  Speaker 1: The blockade is now Trump's blockade, I should say, is
• 0:55
  Speaker 1: now active. That's the one where he's blockading the blockade.
• 0:58
  Speaker 1: The US are proposing a twenty year nuclear suspension. Iran
• 1:02
  Speaker 1: offered five China Link sanctioned tankers testing the blockade right now.
• 1:07
  Speaker 1: We'll see if you know what happens there. Saudu Arabia
• 1:10
  Speaker 1: is coming in and saying, hey, stand down, maybe we've
• 1:12
  Speaker 1: got something here. And you got dvance of course going
• 1:15
  Speaker 1: in there, pushing Iran to make a decision. One last
• 1:19
  Speaker 1: thing to hit on here. Brent crude also falling under
• 1:21
  Speaker 1: one hundred, as well as WTI, so both have started
• 1:25
  Speaker 1: to come down. So the markets seem to be pricing
• 1:28
  Speaker 1: in a deal that is in the work. So I
• 1:30
  Speaker 1: want to play a clip for you. This is Mark
• 1:32
  Speaker 1: cud Moore breaking down. Is this optimistic? Are we bullish
• 1:36
  Speaker 1: now or not? Take a look?
• 1:38
  Speaker 2: You know now it's a completely different scenario. What happened
• 1:41
  Speaker 2: is now. I think short term the optimism makes sense.
• 1:44
  Speaker 2: First of all, negotiations are ongoing. Expectations for the weekend
• 1:47
  Speaker 2: we're always super low. So the fact that they did
• 1:50
  Speaker 2: felt reaching agreement wasn't a problem. The point is they
• 1:52
  Speaker 2: didn't break down entirely. We still have negotiations there, so
• 1:55
  Speaker 2: that seems a positive. Certain investors are much more positive
• 1:58
  Speaker 2: on the negotiation than they were a week ago. Second
• 2:01
  Speaker 2: of all, part of the reason number positive is that
• 2:03
  Speaker 2: the blockade of Iranian ships is really really smart ultimately
• 2:07
  Speaker 2: around who was being seen as a strategic or economic
• 2:09
  Speaker 2: winner of the war up until a week or so ago,
• 2:12
  Speaker 2: because its oil was getting out at elevated prices, well
• 2:14
  Speaker 2: the rest was getting blocked, and that's now been changed
• 2:18
  Speaker 2: fundamentally by this. It's really cutting off their key kind
• 2:20
  Speaker 2: of winning point. And then also the fact that the
• 2:22
  Speaker 2: US Navy is going to implement a blockade or rain
• 2:25
  Speaker 2: imports shows they've got enough naval assets in the region
• 2:28
  Speaker 2: to soon start kind of building their own escort or
• 2:32
  Speaker 2: kind of outlining their own safe passage to this strait,
• 2:35
  Speaker 2: which means we're much closer to the reopening the strait
• 2:37
  Speaker 2: than we seem to be only a week or so ago.
• 2:40
  Speaker 2: So around the conflict, that dynamic is very positive.
• 2:42
  Speaker 1: If you look at the possibility here on polymarket, we
• 2:46
  Speaker 1: are now edging up for and into this conflict around
• 2:49
  Speaker 1: April thirty, that seems to be and it's flying fast here.
• 2:52
  Speaker 1: So maybe this blockade is the pressure that Trump needs
• 2:56
  Speaker 1: to put on our Ran to get them at the
• 2:58
  Speaker 1: table in terms of doing it deal. Kobe ec broke
• 3:01
  Speaker 1: one down talking about the S and P five hundred
• 3:04
  Speaker 1: now officially up and it's on the year and it's
• 3:06
  Speaker 1: just one percent away from hitting a new record high.
• 3:09
  Speaker 1: This is insane. That's five hundred and fifty billion per
• 3:11
  Speaker 1: trading day for ten straight days on that Just kind
• 3:16
  Speaker 1: of let that sink in for a minute of everything
• 3:18
  Speaker 1: that's going on right now, and you have the S
• 3:21
  Speaker 1: and P five hundred cruising as though nothing is happening.
• 3:25
  Speaker 1: That's it's just insane. I want to go to a
• 3:27
  Speaker 1: clip because this is Tom Lee saying, well, you know,
• 3:29
  Speaker 1: maybe war has been good for stocks. Take a look.
• 3:33
  Speaker 3: Is there anything that is going to stop stocks right now? Tom,
• 3:37
  Speaker 3: because they just keep going up.
• 3:39
  Speaker 4: Well, I think stocks are holding up because the economy
• 3:43
  Speaker 4: is actually doing better in the face of this war.
• 3:47
  Speaker 4: And I know it sounds counterintuitive, but part of it
• 3:50
  Speaker 4: is the defense spending, you know, at thirty billion a
• 3:53
  Speaker 4: month and it may end up being you know, sixty
• 3:57
  Speaker 4: billion a month. That's actually stimulative to the economy. This
• 4:02
  Speaker 4: twenty dollars rise in oil is only adding about twelve
• 4:06
  Speaker 4: billion a month to the household burden, So a net basis,
• 4:10
  Speaker 4: the war is actually helping earnings right now. The market
• 4:13
  Speaker 4: does have a really good way of sort of discounting outcomes,
• 4:16
  Speaker 4: and I think the reason it's going up is I
• 4:18
  Speaker 4: think it's we're going to end up with a favorable outcome.
• 4:21
  Speaker 3: For the markets right now. Is it the Iran war?
• 4:24
  Speaker 3: Is it corporate earnings which are starting to roll out,
• 4:27
  Speaker 3: or is it interest rates? People can vote now by
• 4:29
  Speaker 3: clicking on the QR code. How would Tom Lee vote
• 4:33
  Speaker 3: on that?
• 4:35
  Speaker 4: Well, I would say that of those three only one
• 4:39
  Speaker 4: can create tail events on both sides, which is the
• 4:42
  Speaker 4: Iran War. So I think that the most important thing
• 4:46
  Speaker 4: to watch and to really be mindful of is the war.
• 4:50
  Speaker 1: All right, So I would agree, I think the war
• 4:53
  Speaker 1: for the tail winds on both sides, and also the
• 4:55
  Speaker 1: longer lasting effect on how the markets can respond. Other
• 5:00
  Speaker 1: things you got to look at are going to be
• 5:02
  Speaker 1: fear and greed, And fear and greed in a very
• 5:04
  Speaker 1: short period of time has really started to blossom a
• 5:07
  Speaker 1: little bit. Remember this was just back in February and
• 5:12
  Speaker 1: we were looking at where is that? Yeah, fifteen, I
• 5:15
  Speaker 1: think eight at the lowest, and then here we are
• 5:18
  Speaker 1: at fifty four right now. This always concerns when we
• 5:20
  Speaker 1: see these kind of movements in a very short period
• 5:22
  Speaker 1: of time, and at the same time seeing things like
• 5:25
  Speaker 1: this right here, where you have Bitcoin breaking and getting
• 5:28
  Speaker 1: another five percent gain, this is now extending out to
• 5:30
  Speaker 1: seventy four k. Then you have things like this Crypto
• 5:34
  Speaker 1: is on track which for what could be the largest
• 5:38
  Speaker 1: liquidation event of twenty twenty six. It's two point eight
• 5:40
  Speaker 1: billion setting in right now in forced crypto selling is
• 5:44
  Speaker 1: expected to hit the market. This has happened on guess
• 5:46
  Speaker 1: what irs deadline? So do you guys think that this
• 5:51
  Speaker 1: is a short run up to that April fifteenth, which
• 5:54
  Speaker 1: is tomorrow, or do you feel this is just a
• 5:57
  Speaker 1: blast through that we're going to see continued growth on
• 6:01
  Speaker 1: both ether and bitcoin and a lot of these assets
• 6:04
  Speaker 1: that have been moving even the S and P five hundred.
• 6:06
  Speaker 1: Let me know when the comments down below bullish or bearish,
• 6:09
  Speaker 1: just put bullish bearish. Let's go to this tweet right here,
• 6:13
  Speaker 1: because one guy that is still bullish is of course,
• 6:16
  Speaker 1: Michael Saylor and Strategies portfolio is back in profit and
• 6:20
  Speaker 1: you can see it right there. It doesn't take much.
• 6:22
  Speaker 1: They're up ten percent right now, which is extensive. When
• 6:25
  Speaker 1: you look at this and when you look at what
• 6:28
  Speaker 1: Strategy is in right now, it's amazing to me that
• 6:33
  Speaker 1: they are in profit in a time in which bitcoin
• 6:36
  Speaker 1: is trading under eighty k. And the only reason I
• 6:40
  Speaker 1: say that is because many people would say that we've
• 6:43
  Speaker 1: been through a very significant bearish period. Yet Strategy Strategy
• 6:47
  Speaker 1: right now starting to sew some signs of life, So
• 6:50
  Speaker 1: pretty good moves there for sure. Speaking of that, if
• 6:54
  Speaker 1: you just take a look at the Strategy chart and
• 6:55
  Speaker 1: go all the way back into May of twenty two,
• 6:58
  Speaker 1: this was the time in which Strategy actually bottomed ahead
• 7:01
  Speaker 1: of bitcoins, So is that maybe what is happening right now?
• 7:05
  Speaker 1: And of course Strategy has been absolutely on fire since then.
• 7:09
  Speaker 1: If you're looking at where it's been trading, are we
• 7:11
  Speaker 1: near another bottom here for Strategy currently trading at one
• 7:15
  Speaker 1: thirty seven? One last thing I want to show if
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  Speaker 1: you just look at the high of where it was
• 7:19
  Speaker 1: in November twenty four as to where it is right now,
• 7:21
  Speaker 1: that is almost eighty percent down, so much like an
• 7:24
  Speaker 1: all coin in many cases that you would see, is
• 7:27
  Speaker 1: this a play right now? Would you guys go in
• 7:30
  Speaker 1: on micro strategy as a hedge on what's happening with
• 7:33
  Speaker 1: the digital asset side. Let me know down in the comments.
• 7:36
  Speaker 1: Here was an interesting tweet by both theory that the
• 7:39
  Speaker 1: US is now introducing a bill that would make stable
• 7:42
  Speaker 1: coin transactions completely tax free. I thought we were trying
• 7:46
  Speaker 1: to work on a bill that would make bitcoin transactions
• 7:49
  Speaker 1: tax free. So how does that play into this going forward?
• 7:53
  Speaker 1: I just don't get that. I want to play another
• 7:56
  Speaker 1: clip here too, because all of this goes into one
• 7:59
  Speaker 1: thing that matters the most for crypto, and that of course,
• 8:03
  Speaker 1: is clarity. And here's Tim Scott talking about how long
• 8:06
  Speaker 1: they look.
• 8:08
  Speaker 5: Well, the White House came out with the report just
• 8:10
  Speaker 5: recently that suggested quite the opposite would be the case
• 8:13
  Speaker 5: that we have not seen any savings accounts leak into
• 8:18
  Speaker 5: stable coins. We actually saw an increase in the number
• 8:21
  Speaker 5: of dollars put into savings accounts since the third quarter
• 8:24
  Speaker 5: of last year. I wanted to dig into those numbers
• 8:27
  Speaker 5: and make sure that I understood and appreciated the reality
• 8:30
  Speaker 5: versus the fiction of this. The flight of savings deposits,
• 8:35
  Speaker 5: we haven't seen that, to be honest with you, since
• 8:37
  Speaker 5: the passage of the Genius Ade. So the question really
• 8:40
  Speaker 5: is what's the real issue, and the real issue is
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  Speaker 5: fear is sometimes they say fear false evidence appearing real.
• 8:47
  Speaker 5: That's a fact. Today we have not seen the leakage
• 8:49
  Speaker 5: that people have talked about.
• 8:51
  Speaker 3: So when do you expect the markup of clarity.
• 8:55
  Speaker 5: Well, I won't be as clear on that as I
• 8:58
  Speaker 5: was on Kevin Morrish because there are three major components
• 9:02
  Speaker 5: that need to be solved. Number one, the rewards issue.
• 9:05
  Speaker 5: I believe we'll have that solved within the next two weeks.
• 9:09
  Speaker 5: Number Two, we've got to make sure that the D
• 9:11
  Speaker 5: five piece is in place, and I believe that that
• 9:14
  Speaker 5: is almost as close as the rewards piece. And then
• 9:18
  Speaker 5: number three, we need to make sure that every single
• 9:20
  Speaker 5: Republican is on the same page at the same time,
• 9:23
  Speaker 5: and frankly, I think that takes another couple of weeks
• 9:25
  Speaker 5: for us to get there. As well.
• 9:27
  Speaker 1: Lots of negotiations happening right now. Over the next few weeks.
• 9:30
  Speaker 1: We will definitely be on the lookout as we get
• 9:33
  Speaker 1: into that other things that are happening that are important
• 9:36
  Speaker 1: to not only the market, but I think also the
• 9:39
  Speaker 1: sentiment in general, because and that of course will be
• 9:42
  Speaker 1: Kevin Warsh and his basically his new job at the
• 9:46
  Speaker 1: Federal Reserve gets what he disclosed assets over one hundred
• 9:51
  Speaker 1: million dollars. What was interesting was the breakdown, and you
• 9:55
  Speaker 1: can kind of see a little bit of it. Some
• 9:56
  Speaker 1: of the names included Compound, this is defive, platform, Optimism, Solana.
• 10:01
  Speaker 1: So we went out and looked and said, all right, well,
• 10:03
  Speaker 1: let's go take a look at some of what his
• 10:05
  Speaker 1: asset structure looks like. And here's the breakdown. Infrastructure and ecosystem.
• 10:09
  Speaker 1: He had Salt of Optimism, Lightning, and then a decentralized
• 10:13
  Speaker 1: social platform, consumer applications in polymarket, Brave Browser, Dydx, Canvas,
• 10:20
  Speaker 1: and even friends with Benefits, so interesting. And then of
• 10:24
  Speaker 1: course specialized tools you had Crossmint, Dapper, Creator, Dow and
• 10:29
  Speaker 1: I mean, this is a digon portfolio, so very interesting.
• 10:34
  Speaker 1: He's on our side.
• 10:35
  Speaker 5: He's on our.
• 10:35
  Speaker 1: Side, so I'm assuming that that means we're going to
• 10:37
  Speaker 1: start seeing some activity at the FED. So I want
• 10:40
  Speaker 1: to put out Also, this is of course Palo or Data,
• 10:42
  Speaker 1: the CEO of Tether, announcing the Tether wallet. This is
• 10:45
  Speaker 1: a big deal because one it has quite a bit
• 10:48
  Speaker 1: of an effect on what's going on around the world.
• 10:51
  Speaker 1: The likelihood Tether being the most active stable coin out
• 10:54
  Speaker 1: there is the network that is getting ready to happen.
• 10:57
  Speaker 1: If you go to the website, you can kind of
• 10:58
  Speaker 1: see digital dollars is going to be coin of gold
• 11:01
  Speaker 1: and a lot of this is transacting on guess what,
• 11:05
  Speaker 1: ethereum And if you look at the actual ad that
• 11:08
  Speaker 1: they were putting out there, they're just I mean, they're
• 11:10
  Speaker 1: going all in on this, So pretty big deal. And
• 11:13
  Speaker 1: the unique thing is is that this is going to
• 11:15
  Speaker 1: end up not using the chain that is built on
• 11:20
  Speaker 1: and controls most of the stable coin. In fact, it's
• 11:22
  Speaker 1: going to be using ethereum within this. So imagine when
• 11:26
  Speaker 1: this gets ready to go into other assets other than bitcoin,
• 11:30
  Speaker 1: eh xaut et cetera. This would be a big deal
• 11:33
  Speaker 1: for sure. I want to play a clip here by
• 11:35
  Speaker 1: Larry Fink, and he is talking about how Americans are investing.
• 11:40
  Speaker 6: Forty percent of Americans do not invest in the financial markets,
• 11:45
  Speaker 6: but the sixty percent have grown dramatically. And the only
• 11:48
  Speaker 6: way this can make sense is a long term optimistic view.
• 11:52
  Speaker 6: And in almost every period of time in our lifetime,
• 11:56
  Speaker 6: if you bought the dips every time, you would have benefited.
• 12:00
  Speaker 6: I mean, think about it. If my letter talks about
• 12:02
  Speaker 6: if you invested on January first, two thousand and a
• 12:05
  Speaker 6: year later, we had a forty percent draw down, We
• 12:08
  Speaker 6: had the dot com boom, we had the Great Financial Crisis,
• 12:11
  Speaker 6: we had COVID, we had many other things. But you
• 12:13
  Speaker 6: made over eight times your money.
• 12:15
  Speaker 5: All right.
• 12:16
  Speaker 1: So what Larry was getting at is there's basically two
• 12:18
  Speaker 1: types of investors, the ones who don't invest and the
• 12:21
  Speaker 1: ones that do. Right now is a good example of
• 12:23
  Speaker 1: this K shaped chart. This is investors winning and everybody
• 12:28
  Speaker 1: else that's not investing, just like a regular person who's
• 12:31
  Speaker 1: getting a WT getting a paycheck. That's the sixty percent
• 12:35
  Speaker 1: that is basically getting beaten every year by inflation. You
• 12:40
  Speaker 1: know how much inflation is going up, but yet at
• 12:42
  Speaker 1: the same time, you're not going out and putting it
• 12:45
  Speaker 1: into any kind of asset, and the asset is the
• 12:47
  Speaker 1: only way that the market wins, so and you win
• 12:51
  Speaker 1: going forward. Other things that are hitting right now, which
• 12:54
  Speaker 1: is good news is that finally there's going to be
• 12:56
  Speaker 1: a transfer of wealth, and that is that Gen Z
• 12:58
  Speaker 1: and millennials are are going to be right now, forty
• 13:02
  Speaker 1: five percent of them own crypto. That's a good news.
• 13:05
  Speaker 1: Eighteen percent of Gen X and baby boomers do not.
• 13:08
  Speaker 1: But that means that we are going to see one
• 13:11
  Speaker 1: hundred and ten trillion in wealth transfer from older generations
• 13:15
  Speaker 1: to millennials and Gen Z in the coming decades. You
• 13:18
  Speaker 1: only know where this is going. This is shifting over
• 13:21
  Speaker 1: to digital assets. A lot of the upstart, whether we
• 13:24
  Speaker 1: see it in an AI or the next generation technology products,
• 13:27
  Speaker 1: they're going to be coming out in the S and P.
• 13:29
  Speaker 1: This is why you guys need to pay attention to it.
• 13:32
  Speaker 1: One more thing that is hitting on sentiment was this
• 13:35
  Speaker 1: right here, and this I think brings hope to a
• 13:37
  Speaker 1: lot of people, because hope is really a driver of sentiment.
• 13:40
  Speaker 1: Sentiment is a driver of action, and that means that
• 13:44
  Speaker 1: things change. And right here, Victor Orbon, who has been
• 13:48
  Speaker 1: in Hungary for quite some time, just got ousted in
• 13:51
  Speaker 1: the twenty twenty six results. This could also translate to
• 13:54
  Speaker 1: the United States in terms of the midterms for what's
• 13:57
  Speaker 1: happening in the Trump administration. This again, it's back here
• 14:00
  Speaker 1: and there's a lot of other countries that are also
• 14:02
  Speaker 1: facing this kind of scenario. Are we seeing a global
• 14:06
  Speaker 1: shift in this not only from a macro standpoint, but
• 14:09
  Speaker 1: possibly from a financial standpoint. Especially as digital assets start
• 14:13
  Speaker 1: to reign supreme. We're be covering this and a lot
• 14:16
  Speaker 1: more as clarity gets closer. Stay tuned. If you like
• 14:26
  Speaker 1: this video, like and subscribe, drop a comment down below,
• 14:29
  Speaker 1: and also join our free private member group. The link
• 14:32
  Speaker 1: is in the description.