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China Unleashing Crypto Supercycle on Solana Soon?🚨 · The Paul Barron Crypto Show

• 0:00
  Speaker 1: China is looking on chain, and it may be doing
• 0:02
  Speaker 1: it in a way that you may not expect. I
• 0:04
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  Speaker 2: So make sure and check it out. Tell them we
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  Speaker 2: sent you.
• 0:44
  Speaker 1: I want to start with this, guys. And that is
• 0:47
  Speaker 1: a senior. Because I don't want to say that we're
• 0:49
  Speaker 1: not paying attention to what's going on out there. Because
• 0:51
  Speaker 1: Iran is still putting pressure. On the U.S., this is
• 0:54
  Speaker 1: where a senior Iranian official is telling Reuters that they're
• 0:58
  Speaker 1: not going to give up its enrichment in terms of uranium.
• 1:01
  Speaker 1: So this is one of the things that, of course,
• 1:02
  Speaker 1: is affecting the markets right now. And this is really
• 1:06
  Speaker 1: leading into something that, of course, is hitting the market today.
• 1:09
  Speaker 1: There's other macro effects, but this, of course, is one
• 1:12
  Speaker 1: of them. As Bitcoin went to 83K, erasing its recent
• 1:16
  Speaker 1: October gains. The other thing, and another 642 million in
• 1:20
  Speaker 1: long positions also liquidated here.
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  Speaker 2: So paying attention here.
• 1:24
  Speaker 1: I don't know if you guys think this is the
• 1:26
  Speaker 1: bottom here in terms of the local side for Bitcoin
• 1:29
  Speaker 1: and Ethereum.
• 1:30
  Speaker 2: Let me know in the comments.
• 1:31
  Speaker 1: Are you expecting a sub 80K Bitcoin? Just drop it
• 1:34
  Speaker 1: down in the comments. I want to get into that.
• 1:37
  Speaker 1: Other things I want to jump on is what's happening
• 1:39
  Speaker 1: right here. You've got Bitmine and their chair, Tom Lee,
• 1:43
  Speaker 1: saying he's never seen a major institutions declare a bull market.
• 1:48
  Speaker 2: In previous cycles.
• 1:49
  Speaker 1: Well, That all is about to change, because right now
• 1:52
  Speaker 1: he says this is the biggest bull market we've ever seen,
• 1:56
  Speaker 1: and it's coming at us fast. This, of course, was
• 1:58
  Speaker 1: announced over at Token 2049 in Singapore. I want to
• 2:02
  Speaker 1: go to a clip here, and the clip will talk
• 2:04
  Speaker 1: about these yields, because everybody's worried about how fast these
• 2:07
  Speaker 1: yields are growing on the 10-year, on the 20, on
• 2:10
  Speaker 1: the 30, and he addresses it in this clip as
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  Speaker 1: to how it may affect the markets.
• 2:14
  Speaker 2: Take a look.
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  Speaker 3: I think there's a clue. The fact that the NASDAQ
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  Speaker 3: is hitting all-time highs and crypto is rallying, I think
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  Speaker 3: it's telling me that the rise in yields might be transitory.
• 2:26
  Speaker 3: I mean, 5% is no problem for the stock market
• 2:29
  Speaker 3: because real growth is very strong. We're going through peak inflation.
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  Speaker 3: I mean, that's kind of the Fed view. And a
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  Speaker 3: lot of economists are highlighting the transitory impacts right now
• 2:39
  Speaker 3: hitting CPI. Again, that's probably why the Nasdaq and crypto
• 2:43
  Speaker 3: are rallying because they don't see the sustained rates.
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  Speaker 4: Did September payrolls tell us that something is cracking?
• 2:48
  Speaker 3: Yeah, the September payrolls kind of confirmed the bigger trend.
• 2:51
  Speaker 3: I mean, jobs growth used to be $ 200, 000 a month.
• 2:53
  Speaker 3: It's averaged like $ 60, 000 a month in 2026. I mean,
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  Speaker 3: I'd hardly say that's a booming economy. So does the
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  Speaker 3: Fed need to really be stomping on the economy by
• 3:03
  Speaker 3: doing three.
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  Speaker 2: Hikes this year?
• 3:06
  Speaker 3: All right.
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  Speaker 1: So to the point that Lee is getting at is
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  Speaker 1: that this could be a super cycle that is brewing.
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  Speaker 1: And there's one thing that could possibly start all of this.
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  Speaker 2: And that is what's happening in China.
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  Speaker 1: I want to go to a clip here because China
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  Speaker 1: is starting to take notes and they may start applying them.
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  Speaker 2: Take a look.
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  Speaker 4: In fact, you told the journal that China will inevitably
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  Speaker 4: find a way to manage and reopen crypto activity.
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  Speaker 5: I could only say this. The Chinese government is watching
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  Speaker 5: the technology is developed very, very closely. but they know
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  Speaker 5: that's not technology they can ignore. They are using Hong
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  Speaker 5: Kong as the region to test.
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  Speaker 4: And if China does reopen the gates, what's the size
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  Speaker 4: of the opportunity of the addressable market there for HSDC?
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  Speaker 5: It's huge. The Asian population being bigger than the rest
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  Speaker 5: of the population as users of crypto and traders of cryptos.
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  Speaker 5: And then, you know, China climbing down on crypto, that's
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  Speaker 5: a slowdown, right? I think the U.S. market picked up, but...
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  Speaker 5: When the Chinese government find a way to manage this
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  Speaker 5: and allow access to trading crypto and allow the technology
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  Speaker 5: to be used by various companies, a Chinese company or
• 4:21
  Speaker 5: cross-border trade, I think the crypto is going to go
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  Speaker 5: through another super cycle.
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  Speaker 1: So what you listened to there is, I think, some
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  Speaker 1: key words. One is that China is watching this technology very,
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  Speaker 1: very closely. And when you consider China and the size
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  Speaker 1: of what it is today, Term-wise, when you look at
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  Speaker 1: the population, according to WorldShare, it's like 17%.
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  Speaker 2: The U.S. is like 4%, okay?
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  Speaker 1: So consider the 2023 GDP, which was around 19 trill,
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  Speaker 1: versus 26 in the U.S. So the key here is
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  Speaker 1: that China is in the midst of maybe causing a
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  Speaker 1: major shakeup here. Think about this for a second. China banned,
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  Speaker 1: in 2021, the last time we saw a real bull
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  Speaker 1: run where institutions were involved, Bitcoin was being banned in China,
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  Speaker 1: probably one of the major efforts that kept Bitcoin from.
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  Speaker 2: Hitting the 100K mark.
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  Speaker 1: And now what we've got is China possibly actually joining
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  Speaker 1: the crowd. And when you consider this right here, China
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  Speaker 1: has more money in the system than ever. Its M2
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  Speaker 1: money supply hit a record 356 trill at the end
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  Speaker 1: of August. This was all from the People's Bank of China.
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  Speaker 1: And of course, that's around $ 53. 1 trillion more than what
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  Speaker 1: the U.S. has, which is around $ 23 trillion.
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  Speaker 2: So basically, it's double.
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  Speaker 1: And you consider the growth of this, and then you
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  Speaker 1: look at just the factors that are playing out worldwide,
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  Speaker 1: and you've got a lot happening because China, from its
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  Speaker 1: own citizens, are actually utilizing stablecoins which is now emerging
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  Speaker 1: as a parallel payment network. So this is a train
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  Speaker 1: that I don't think anybody's going to stop in terms
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  Speaker 1: of how China may be entering into the market. The
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  Speaker 1: question will be, how do they come in? And what
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  Speaker 1: kind of transactions will we see? All right, so let's
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  Speaker 1: take a look at how to tie this into a blockchain.
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  Speaker 1: And one that we've been watching around this that could
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  Speaker 1: be a winner here is going to be Solana. If
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  Speaker 1: you look at Solana, the foundation there, just to show
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  Speaker 1: an example of how institutional tokenized assets now also partnering
• 6:27
  Speaker 1: up with Solana. You've got the Solana Foundation and JP
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  Speaker 1: Morgan going right at it. JP Morgan providing input now
• 6:32
  Speaker 1: on institutional settlement practices.
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  Speaker 2: So that's moving. All right, so you guys.
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  Speaker 1: Remember we had a video here last week. We had
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  Speaker 1: two videos in reference to Canada. One was, of course,
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  Speaker 1: showing Carney's strategy around the use of crypto and blockchain.
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  Speaker 1: The other was looking at some of the specific products.
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  Speaker 1: And one of the things that popped up in that
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  Speaker 1: video notion was the idea that maybe tokenization could happen
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  Speaker 1: with products around the world. And one of the key
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  Speaker 1: products in Canada that is globally known is maple syrup.
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  Speaker 1: It's almost as if they were watching our show, because
• 7:07
  Speaker 1: take a look at this clip.
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  Speaker 6: We have demand for the product, but it's challenging logistically
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  Speaker 6: about the only place we can sell it is at
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  Speaker 6: a local farmer's market.
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  Speaker 2: And you get some demand for it.
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  Speaker 7: What we're doing makes every bottle digitally identifiable, connecting the
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  Speaker 7: buyer to the producer, which gives buyers access to syrup
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  Speaker 7: with proof of origins. By tokenizing the asset, putting it
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  Speaker 7: onto the Solana blockchain, and also tying it up to
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  Speaker 7: the IoT device, we're able to basically have it exist
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  Speaker 7: outside of the vault that.
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  Speaker 2: It's currently in, right?
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  Speaker 3: So not only can we do more like marketing.
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  Speaker 1: When you looked at, obviously, the deal there with the
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  Speaker 1: Mabel Serp project, what's happening, though, is there are other projects,
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  Speaker 1: meaning liquor is coming online. We're seeing all sorts of
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  Speaker 1: potential opportunities here as RWAs, real-world assets coming on-chain. that
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  Speaker 1: are tied to some of these countries. Imagine if you
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  Speaker 1: could do something in South America, in Mexico, Chile, Argentina,
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  Speaker 1: move over to the Asia, Asian markets. All of these
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  Speaker 1: countries are looking at it in the same way. So
• 8:16
  Speaker 1: consider that Solana essentially is now becoming RWA chain. You
• 8:21
  Speaker 1: look at this right here. This is just swap revenue
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  Speaker 1: by pair category. Solana starting to move here in reference
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  Speaker 1: to tokenized assets. And that's something to keep a very
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  Speaker 1: close eye on as it continues to move. And let's
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  Speaker 1: not forget that there are some meme components that play
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  Speaker 1: into Solana, probably more so than any other chain out there.
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  Speaker 1: And I think that will become a factor going forward
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  Speaker 1: to what we're seeing right now. And so much so,
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  Speaker 1: Matt Hogan was talking about this, and he explained this
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  Speaker 1: and why Solana might end up winning.
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  Speaker 2: Take a look.
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  Speaker 8: Yeah.
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  Speaker 2: What does Wall Street think of meme stocks?
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  Speaker 6: That's a great question. I would say that they don't
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  Speaker 6: even know that it's happening. My own view is that
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  Speaker 6: there's something actually interesting here. But the idea of being
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  Speaker 6: able to pair something that has social and societal clout
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  Speaker 6: with a position in underlying stock, I think there will
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  Speaker 6: be three or four versions of this that are actually
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  Speaker 6: super interesting. I have a feeling that this is an
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  Speaker 6: important new idea. It has resonance with the community, and
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  Speaker 6: we haven't seen its final form yet.
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  Speaker 8: RAOUL PAL, fairly random list of soul, hype, ZEC, NIO
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  Speaker 8: we spoke about today, ETH and BTC, obviously they have
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  Speaker 8: to be in there. Which of these assets are most
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  Speaker 8: likely to be among the fastest horses?
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  Speaker 6: Not just saying it because I'm here, but as everyone knows,
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  Speaker 6: super bullish on where Solana is going.
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  Speaker 2: All right.
• 9:44
  Speaker 1: So he's kind of picking the soul chain and I
• 9:47
  Speaker 1: get it. But remember, what he's talking about there is
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  Speaker 1: the meme component. And the reason this is tied or
• 9:52
  Speaker 1: can be tied to RWAs is this. Imagine when you
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  Speaker 1: start to see countries saying, all right, maybe we need
• 9:58
  Speaker 1: to go on chain. Let's start to tokenize some of
• 10:01
  Speaker 1: our commodities. Let's get into RWAs around different products, companies,
• 10:05
  Speaker 1: whole environments or industries. Imagine the memes that circle in
• 10:10
  Speaker 1: around those initiatives. That's the kind of community that Solana brings.
• 10:16
  Speaker 1: And you apply that to RWA and boom, you've got
• 10:19
  Speaker 1: magic happening for the future. The kind of magic that
• 10:23
  Speaker 1: Lily Liu was talking about of why Solana might win this.
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  Speaker 2: Take a look.
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  Speaker 9: The internet capital market, we believe, is going to be
• 10:30
  Speaker 9: the largest capital market, the largest global capital market going forward.
• 10:33
  Speaker 9: Why is it only Solana that can actually deliver on this? Well,
• 10:36
  Speaker 9: if you look at a place like Southeast Asia, you
• 10:38
  Speaker 9: already see a ton of fragmentation. You've got a multitude
• 10:42
  Speaker 9: of different countries, all on separate currencies, even all within
• 10:46
  Speaker 9: the same time zone across 2.9 billion users. And that's
• 10:49
  Speaker 9: why over the last couple of years, on every single timeframe,
• 10:53
  Speaker 9: Solana has been the most used blockchain, more than the
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  Speaker 9: entire rest of the industry combined.
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  Speaker 1: All right, so more than the entire industry, rest of
• 11:02
  Speaker 1: industry combined. And it's not just what's happening around the world.
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  Speaker 1: It's also the US saying, well, maybe we need to
• 11:10
  Speaker 1: look at Solana a little tighter.
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  Speaker 2: Here's BlackRock.
• 11:12
  Speaker 1: When you look at distributed asset value right now in RWA, well,
• 11:16
  Speaker 1: guess who's leading?
• 11:17
  Speaker 2: Yep, that's right.
• 11:18
  Speaker 1: Solana holding a 41.4% market share. So this is not
• 11:23
  Speaker 1: just something that is passively happening lightly.
• 11:26
  Speaker 2: I think this is a major.
• 11:27
  Speaker 1: Shift underway, and it's a shift that I think many
• 11:30
  Speaker 1: of the investors are starting to recognize and really get behind.
• 11:34
  Speaker 1: And I think the next key is going to be
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  Speaker 1: how China could actually become a major component to this.
• 11:40
  Speaker 2: So be watching this very closely.
• 11:43
  Speaker 1: Now, I want to jump over to another angle here
• 11:46
  Speaker 1: because this is something that a lot of you guys
• 11:48
  Speaker 1: are always watching. Who are the best investors to track? Well,
• 11:53
  Speaker 1: one of them is Cathie Woods that we've talked about.
• 11:56
  Speaker 1: Never been on our show, but we've talked about her
• 11:59
  Speaker 1: a lot in reference to some of the selections. And
• 12:01
  Speaker 1: the primary reason is she goes into companies that are
• 12:03
  Speaker 1: usually frontrunners in terms of news and trends and their
• 12:08
  Speaker 1: innovation side.
• 12:09
  Speaker 2: Well, this is a clip of her getting.
• 12:12
  Speaker 1: Pressed on why they are not performing against some other
• 12:17
  Speaker 1: asset classes.
• 12:17
  Speaker 2: Take a look.
• 12:18
  Speaker 10: Now, you are comparing us to QQQs. That is an
• 12:23
  Speaker 10: incorrect comparison because we are focused on technologically enabled innovation
• 12:31
  Speaker 10: across all sectors. Roughly 30%, 25% to 30% of our portfolio.
• 12:34
  Speaker 7: Right now.
• 12:39
  Speaker 10: Is in healthcare, which we believe is going to be
• 12:42
  Speaker 10: the most profound application of AI. The QQQs are not
• 12:49
  Speaker 10: involved in healthcare or in financial services. It's barely involved
• 12:56
  Speaker 10: in financial services. So there's no comparison.
• 13:02
  Speaker 1: All right, so very defensive, and I think for the
• 13:05
  Speaker 1: right reason, you had investors kind of pressing Cathie Wood saying,
• 13:08
  Speaker 1: why are you allowed to have any public speaking opinions
• 13:11
  Speaker 1: when ARK is literally destroying people's capital? The five-year performance
• 13:15
  Speaker 1: was down 15% during an AI boom, which we have seen.
• 13:20
  Speaker 1: We're once-in-a-lifetime growth boom, and here you are minus 15.
• 13:24
  Speaker 1: QQQ is up, guess what, 112%. in the same time period.
• 13:29
  Speaker 1: So this is the challenge that all of you should
• 13:31
  Speaker 1: be looking at right now.
• 13:33
  Speaker 2: And that is get out there, do your own research.
• 13:36
  Speaker 1: Hopefully what we're doing is bringing you news, get you insights,
• 13:39
  Speaker 1: maybe some analysis on where to kind of look, put
• 13:42
  Speaker 1: a lens on. And this is the kind of thing
• 13:45
  Speaker 1: that I think we are all going to be facing
• 13:47
  Speaker 1: very quickly. You've got the S & P 500 hitting
• 13:50
  Speaker 1: a new all-time high. If Tom Lee is right and
• 13:54
  Speaker 1: we see a super cycle coming in right here, this
• 13:58
  Speaker 1: could be a huge component forward. Just to give you
• 14:01
  Speaker 1: a comparison, remember the Mag 7 ETF, just to show
• 14:05
  Speaker 1: you the performance that has been happening. And if you
• 14:07
  Speaker 1: think about this, this is an easy pick, I think,
• 14:09
  Speaker 1: for everybody out there in terms of buying. So if
• 14:12
  Speaker 1: you're not sure, it's not necessarily you needing a specialist
• 14:16
  Speaker 1: to go out and do.
• 14:17
  Speaker 2: This for you.
• 14:17
  Speaker 1: In many cases, you can go out and do this
• 14:19
  Speaker 1: yourself if you're doing the right kind of research.
• 14:21
  Speaker 2: Now, I get it.
• 14:22
  Speaker 1: Some of you maybe don't have the time. You're in
• 14:24
  Speaker 1: a position where you want to trust a major Wall
• 14:27
  Speaker 1: Street player to get into that. But it is a
• 14:29
  Speaker 1: factor that is now being asked in the market. And
• 14:32
  Speaker 1: with all the tools that are happening around AI, this,
• 14:35
  Speaker 1: I think, is only going to get better and better
• 14:37
  Speaker 1: for traders going forward. So pay attention here. Listen, when
• 14:41
  Speaker 1: you have Tom Lee getting more views than the president
• 14:44
  Speaker 1: right now in terms of what's going on, something is
• 14:48
  Speaker 1: up in the market. Even though we're seeing a little
• 14:51
  Speaker 1: bit of a pullback right now, something is brewing And
• 14:55
  Speaker 1: I think investors and traders in general are all preparing
• 14:58
  Speaker 1: for something. Here is Tom Lee talking about what the
• 15:01
  Speaker 1: opportunity is around Ethereum and where he stands.
• 15:04
  Speaker 2: Currently at $ 6 million. That took us a little over
• 15:08
  Speaker 2: a year. We thought this would take five years. It
• 15:11
  Speaker 2: took us a little over a year.
• 15:14
  Speaker 3: More importantly, we did this all in the middle of
• 15:17
  Speaker 3: a bear market.
• 15:19
  Speaker 2: So we bought ETH. Well, no one wanted to buy it.
• 15:23
  Speaker 2: We were glad to buy it cheaply. We bought a lot.
• 15:26
  Speaker 1: At $ 1, 500.
• 15:27
  Speaker 2: But it's in the middle of a bear market.
• 15:29
  Speaker 7: And now we're going to stop.
• 15:31
  Speaker 3: We only need to get another $ 100, 000 ETH to get
• 15:34
  Speaker 3: to 5%.
• 15:34
  Speaker 1: So as you can see there, this is a good
• 15:36
  Speaker 1: example of how investors in BM & R are actually
• 15:40
  Speaker 1: getting something delivered to them that was anticipated. And now
• 15:44
  Speaker 1: you're in a position with what that's going to do
• 15:47
  Speaker 1: around Ethereum. They're this close to actually obtaining 5% of
• 15:52
  Speaker 1: Ethereum locked up. And remember, this is just nothing but
• 15:54
  Speaker 1: an earnings engine for BM & R. So be watching this,
• 16:00
  Speaker 1: be watching Solana, and take a very close eye on
• 16:03
  Speaker 1: what's happening in China because things could get very heated
• 16:06
  Speaker 1: in a very fast fashion. If you like this video,
• 16:15
  Speaker 1: hit like and subscribe, drop a comment down below, and
• 16:18
  Speaker 1: also join our free private member group.
• 16:21
  Speaker 2: The link is in the description.