Latest / The Paul Barron Crypto Show / Bitcoin Ceasefire Rally?🚨Crypto vs Iran War Update

Transcript

Bitcoin Ceasefire Rally?🚨Crypto vs Iran War Update · The Paul Barron Crypto Show

• 0:00
  Speaker 1: Is a ceasefire bottom in or not. Today we'll be
• 0:03
  Speaker 1: breaking down all of that. I do want to thank
• 0:04
  Speaker 1: our sponsor today. And then of course is BTCC, where
• 0:07
  Speaker 1: you can get in and do some trading on not
• 0:10
  Speaker 1: only crypto, but there's a lot of other things you
• 0:12
  Speaker 1: can do over there. In terms of futures copy trading,
• 0:14
  Speaker 1: you get a ten percent first time bonus when you
• 0:17
  Speaker 1: use our link to get started.
• 0:18
  Speaker 2: Use that.
• 0:19
  Speaker 1: There's also some discounts on trading fees. All of that
• 0:21
  Speaker 1: over at btcc dot com. Check it out, guys. One
• 0:25
  Speaker 1: are the places you can go for trading. The announcement
• 0:28
  Speaker 1: of the ceasefire did occur, and then with that there
• 0:31
  Speaker 1: are some very specific points here I've highlighted.
• 0:34
  Speaker 2: You can't really highlight, but I'll show you this one.
• 0:36
  Speaker 1: We received a ten point proposal from Iran. I believe
• 0:38
  Speaker 1: it's a workable basis on which to negotiate. That's what
• 0:41
  Speaker 1: everything is kind of based on right now. Obviously things
• 0:44
  Speaker 1: are already moving again. The big one, of course, has
• 0:48
  Speaker 1: been what are those ten points and what were they
• 0:50
  Speaker 1: accepted by the US. If you look at some of
• 0:53
  Speaker 1: the key things there, the fundamentally guaranteed of to non aggression, obviously,
• 0:59
  Speaker 1: the Iran's control over the Strait itself, the acceptance that
• 1:02
  Speaker 1: Iran can enrich uranium. And you can see the lineup
• 1:06
  Speaker 1: here including the number ten, which is a big one
• 1:10
  Speaker 1: and that is ceasefire and all fronts including Lebanon. So
• 1:13
  Speaker 1: that's the one that is causing a bit of a
• 1:15
  Speaker 1: problem right now. Then you have the crypto markets recovering
• 1:18
  Speaker 1: quite a bit, in fact, two hundred and twenty four
• 1:20
  Speaker 1: million inflows. This is coming from crypto funds. You've got
• 1:24
  Speaker 1: XRP getting one hundred and twenty million. You also have
• 1:26
  Speaker 1: bitcoin in Solona getting one hundred and seven million plus
• 1:29
  Speaker 1: a thirty five respectively. So ETS responded in kind. And
• 1:34
  Speaker 1: then you look at the stock market. As you can
• 1:36
  Speaker 1: see right there, stock market absolutely started spiking after the
• 1:40
  Speaker 1: news came in. Now the real question is is does
• 1:43
  Speaker 1: this cease fire even give indicators that maybe some of
• 1:47
  Speaker 1: the things that are going to make this get through,
• 1:50
  Speaker 1: gives Trump an exit ramp. I think that's the key
• 1:53
  Speaker 1: question that we'll answer, hopefully answer today.
• 1:56
  Speaker 2: We polled our.
• 1:56
  Speaker 1: Audience here, war ending equals crypto bottom. Yes on war ending,
• 2:02
  Speaker 1: Yes on crypto bottom. I think I'm going to go
• 2:05
  Speaker 1: no on war ending just yet, but maybe yes on
• 2:08
  Speaker 1: crypto bottom. No, everybody says no, no, We're going to
• 2:12
  Speaker 1: see both crypto bottom and the war not ending. So
• 2:16
  Speaker 1: there you go, guys. I want to go to a
• 2:18
  Speaker 1: clip real quick. This will get into a little bit
• 2:21
  Speaker 1: more about what some other proponents within not only the
• 2:25
  Speaker 1: administration but the media think about all of this happening
• 2:29
  Speaker 1: right now.
• 2:29
  Speaker 2: Take a look.
• 2:31
  Speaker 3: But I will say that the president demands we have
• 2:35
  Speaker 3: not reached any of those objectives. I have full confidence
• 2:38
  Speaker 3: that the President is going to find some way to
• 2:40
  Speaker 3: make this happen. But he said that we want to
• 2:43
  Speaker 3: dismount all major nuclear facilities.
• 2:45
  Speaker 2: That has not happened.
• 2:46
  Speaker 3: The end of it of uranium enrichment on the soil,
• 2:50
  Speaker 3: they're still a wrencher. The transfer of the rich uranium
• 2:54
  Speaker 3: stockpils out of Iran, that hasn't happened. The acceptance of
• 2:58
  Speaker 3: intrusive international spec actions, they're still not willing to do that.
• 3:02
  Speaker 3: And they have not suspended their ballistic missiles program. They're
• 3:06
  Speaker 3: still firing them all to stop the production of the
• 3:08
  Speaker 3: long grain missiles, that's just a few of them on
• 3:12
  Speaker 3: the President's proposal. The question is is the President using
• 3:16
  Speaker 3: this two weeks to give our soldiers a break arrests,
• 3:20
  Speaker 3: to see if we can get this ultimately done.
• 3:23
  Speaker 2: We'll see, all right.
• 3:24
  Speaker 1: So still a lot of kind of disagreements about where
• 3:29
  Speaker 1: this is heading. The real question is was this the
• 3:32
  Speaker 1: deal that was on the table that Trump had to take.
• 3:35
  Speaker 2: Here's a breakdown of that. Take a look.
• 3:38
  Speaker 4: This is what the Iranians have been putting forward for
• 3:40
  Speaker 4: many weeks now, and if you look at it, it
• 3:43
  Speaker 4: actually in significant ways preserves the American dollar. It preserves
• 3:48
  Speaker 4: American hegemony in a way that it's not obvious the
• 3:53
  Speaker 4: US can even get it militarily. In other words, let's
• 3:57
  Speaker 4: say they finish up with some type of a toll
• 4:01
  Speaker 4: that where they split two million dollars a ship or whatever,
• 4:04
  Speaker 4: and they split it with Oman, but the strait is open.
• 4:07
  Speaker 4: You're still you still then have the capacity for oil
• 4:10
  Speaker 4: to be sold in dollars and for the US to
• 4:13
  Speaker 4: control kind of energy supplies and maritime shipping, which is
• 4:19
  Speaker 4: the essence of the American empire. Like that's it, and
• 4:24
  Speaker 4: everything that we enjoy here in the United States rests
• 4:28
  Speaker 4: upon that.
• 4:29
  Speaker 2: All right.
• 4:30
  Speaker 1: So, as you can see, quite a few things still
• 4:33
  Speaker 1: in the works. This is still early on, and I
• 4:35
  Speaker 1: think the markets have reacted. The real question is do
• 4:38
  Speaker 1: we get a reversal.
• 4:39
  Speaker 2: On this now.
• 4:40
  Speaker 1: Some of the unusual statements that are coming out of this.
• 4:43
  Speaker 1: One of them, of course, is on this joint toll
• 4:45
  Speaker 1: that is being discussed. Trump is eyeing the Hormuze toll
• 4:50
  Speaker 1: as a joint venture with Iran. I don't know if
• 4:54
  Speaker 1: that's going to go through or if this is some
• 4:56
  Speaker 1: kind of you know, negotiating ploy that they're working in.
• 4:58
  Speaker 1: The key here is we're going to see all kinds
• 5:00
  Speaker 1: of differentia, different things coming out between these negotiations in
• 5:05
  Speaker 1: the coming days and weeks. Other thing, of course, is
• 5:08
  Speaker 1: that Iranians are now demanding crypto fees for ships passing
• 5:12
  Speaker 1: through that specifically is bitcoin, and bitcoin gets a big
• 5:16
  Speaker 1: push on this. At seventy two k on a bitcoin,
• 5:19
  Speaker 1: you can kind of see the breakdown per ship, how
• 5:21
  Speaker 1: many ships typically go through Hormus.
• 5:24
  Speaker 2: And what that looks like.
• 5:25
  Speaker 1: This would give Iran an accumulation of eight x the
• 5:30
  Speaker 1: monthly mining supply of bitcoin right now. That would be
• 5:33
  Speaker 1: a significant amount going forward, and of course it does
• 5:35
  Speaker 1: I think for of course, that's a bull case scenario here.
• 5:38
  Speaker 1: But the point is is that it is definitely good
• 5:41
  Speaker 1: for bitcoin. I guess in that format other things that
• 5:44
  Speaker 1: happen right now, President Trump says any country supplying military
• 5:48
  Speaker 1: weapons to Iran will end up getting a fifty percent tariff.
• 5:51
  Speaker 2: So I don't know if this is.
• 5:53
  Speaker 1: An alignment with the pulling of the sanctions, and he's
• 5:56
  Speaker 1: prepping for that. So that might mean that the samecs
• 6:00
  Speaker 1: are locked in, meaning the lifting of sanctions.
• 6:03
  Speaker 2: That would be a huge deal.
• 6:03
  Speaker 1: For Iran joining the global economy once again. I've got
• 6:09
  Speaker 1: a clip here a little bit more on where this
• 6:11
  Speaker 1: goes from here and what we can expect over the
• 6:14
  Speaker 1: next couple of weeks.
• 6:15
  Speaker 2: Take a look, you know, how do you think you
• 6:17
  Speaker 2: get to a lasting piece?
• 6:19
  Speaker 5: Iranians have presented this thing called a ten point plan,
• 6:22
  Speaker 5: and then that are certain things that are in essence
• 6:25
  Speaker 5: have been redlines for the United States. So the real
• 6:29
  Speaker 5: key is to see how those get resolved in Pakistan,
• 6:33
  Speaker 5: because that appears to be where where the leadership is
• 6:37
  Speaker 5: going to meet to have this discussion. So all eyes
• 6:39
  Speaker 5: are going to be on that, and no one really
• 6:42
  Speaker 5: knows how that's going to pan out. There are ways, though,
• 6:45
  Speaker 5: to script and craft even the ten point plan to
• 6:49
  Speaker 5: something that the US could agree to in these fourteen days.
• 6:52
  Speaker 5: Isn't a lot of time to do that, but we'll
• 6:54
  Speaker 5: find out pretty quickly if progress is going to be
• 6:56
  Speaker 5: made as those things get resolved.
• 6:59
  Speaker 2: Ultimately, who controls the straight has won the war.
• 7:03
  Speaker 5: That's true, and what no one really wants is a
• 7:06
  Speaker 5: change to what we call rules based order. That is,
• 7:09
  Speaker 5: commerce flows freely through these international waterways. We don't want
• 7:13
  Speaker 5: to set up precedence here that a nation that's on
• 7:17
  Speaker 5: one side or the other of an international waterway can
• 7:20
  Speaker 5: charge tolls. That would change not just for the Middle
• 7:24
  Speaker 5: East region, but more globally the way that free flow
• 7:27
  Speaker 5: of commerce and the global supply chain works.
• 7:31
  Speaker 1: So a lot of points there. Remember this proposal that
• 7:35
  Speaker 1: I ran put out has been around for quite some time,
• 7:38
  Speaker 1: so it's interesting that Trump took this now. I think
• 7:40
  Speaker 1: this is the ideas that he's looking for an off ramp.
• 7:44
  Speaker 1: This of course plays into the global economics that are
• 7:46
  Speaker 1: really playing around not only what the market has impact
• 7:49
  Speaker 1: has been, but to the last point that the analyst
• 7:52
  Speaker 1: made right there is really this free flow of energy
• 7:55
  Speaker 1: and whether or not this could be replicated around the world.
• 7:59
  Speaker 1: Think about this in the Canal, You could look at
• 8:01
  Speaker 1: all sorts of scenarios in the Pacific Rim. You could
• 8:06
  Speaker 1: also look at just situations in South America that could
• 8:08
  Speaker 1: play into this. So one of the key things here,
• 8:11
  Speaker 1: the element around the Friday meeting in Islamabad, really boils
• 8:16
  Speaker 1: down to what's happening in Lebanon. Lebanon, of course, is
• 8:19
  Speaker 1: still the issue where Israel is attacking Lebanon. This is
• 8:22
  Speaker 1: now a major factor. So how this plays out, I
• 8:25
  Speaker 1: just don't know, because if the US backs Israel, then
• 8:28
  Speaker 1: they're going to essentially be backing the bombings in Lebanon,
• 8:32
  Speaker 1: or they're going to have to cut ties and somehow
• 8:34
  Speaker 1: try to get out of this and negotiate this deal
• 8:36
  Speaker 1: with Iran. So this is a very delicate step right
• 8:40
  Speaker 1: now in terms of getting out of this war in general.
• 8:43
  Speaker 1: The passage of oil tankers though through the Strait has
• 8:47
  Speaker 1: been stopped already, so we're already seeing an impact on
• 8:50
  Speaker 1: this just with some of the items that have been
• 8:53
  Speaker 1: already started to fall apart. In terms of this ten
• 8:56
  Speaker 1: point plan, how long this lasts, does it give us
• 8:59
  Speaker 1: at least some indication that there is at least a
• 9:02
  Speaker 1: willing to negotiate and that some of these other issues
• 9:04
  Speaker 1: take time because remember, even with Iran on a ceasefire,
• 9:08
  Speaker 1: they have all this decentralized command structure of how they're running,
• 9:12
  Speaker 1: so even they don't have the ability to be able
• 9:15
  Speaker 1: to say everybody stop, you know, so maybe that plays
• 9:19
  Speaker 1: into this. Hopefully this is going to get into some
• 9:21
  Speaker 1: sort of exit plan for the US White House also
• 9:24
  Speaker 1: stating to my point there is they're backing Israel on
• 9:27
  Speaker 1: this front. I think at some point they're going to
• 9:30
  Speaker 1: have to cut ties on this and then just say
• 9:33
  Speaker 1: you can't do this anymore. Hopefully that is the case
• 9:36
  Speaker 1: going forward. We'll see the cost of this, though, is
• 9:39
  Speaker 1: still piling up. And if you look at just in general,
• 9:43
  Speaker 1: not only the military budget, the national debt. In addition
• 9:47
  Speaker 1: to the five trillion over ten years, this is going
• 9:49
  Speaker 1: to be another deficit spending that would be the largest
• 9:53
  Speaker 1: increase ever. So continuing to pile on debt this only
• 9:57
  Speaker 1: means one thing, guys, and that is money printing in general.
• 10:00
  Speaker 2: I've got a.
• 10:00
  Speaker 1: Couple of clips here that will give you a little
• 10:03
  Speaker 1: bit of alignment. Well, if this does happen, how does
• 10:06
  Speaker 1: this play into the market, and is this as good
• 10:09
  Speaker 1: for crypto?
• 10:09
  Speaker 6: Take a look necessarily that this forty trillion number is
• 10:13
  Speaker 6: too high. It's that it's growing faster and faster and faster.
• 10:17
  Speaker 6: Outcome number one, Let yields go up, right, Let the
• 10:20
  Speaker 6: market do what it does. Outcome number two. Print money
• 10:25
  Speaker 6: at the same time oil prices are going up, and
• 10:28
  Speaker 6: it does what's called yield curve control. Outcome number three,
• 10:32
  Speaker 6: walk away from Iran. The world then realizes that the
• 10:36
  Speaker 6: US is not as powerful as it used to be.
• 10:39
  Speaker 6: Countries would say, Okay, I guess I don't need to
• 10:42
  Speaker 6: use dollars anymore because the US can't protect me and
• 10:46
  Speaker 6: it can't enforce the rules anyway. I'm going to trade
• 10:48
  Speaker 6: with other countries and whatever currency I can find, right,
• 10:51
  Speaker 6: which also means a weeker dollar, which is also inflationary,
• 10:56
  Speaker 6: and based on everything we know so far, the option
• 10:59
  Speaker 6: that the US will most likely pick is going to
• 11:02
  Speaker 6: be option number two. They print into rising oil.
• 11:06
  Speaker 1: Prices, all right, So there is the issue right there
• 11:09
  Speaker 1: on option number two, even though I think.
• 11:11
  Speaker 2: You still have to exit this.
• 11:12
  Speaker 1: So at some point this is going to have to
• 11:15
  Speaker 1: boil down to a hybrid.
• 11:17
  Speaker 2: Now, what's the next phase? Though?
• 11:19
  Speaker 1: If we end up printing, what would be the next step. Well,
• 11:22
  Speaker 1: Andre breaks it down a little bit further.
• 11:24
  Speaker 6: Take a look printing money into the oil spike. Right,
• 11:27
  Speaker 6: This is where economic growth slows down and inflation goes up.
• 11:32
  Speaker 6: What I think will happen is the US debt gets
• 11:35
  Speaker 6: privatized and uploaded to the world. Every major corporation will
• 11:40
  Speaker 6: become a bank, every major app will become a wallet,
• 11:45
  Speaker 6: and every person on Earth with a smartphone will become
• 11:48
  Speaker 6: an unknowing creditor to the United States government. Imagine Tesla
• 11:54
  Speaker 6: announces a digital wallet. You load it up with dollars.
• 11:58
  Speaker 6: Tesla takes those dollars and invest them into US Treasury bonds,
• 12:02
  Speaker 6: earning let's say four or five percent. Tesla keeps a
• 12:06
  Speaker 6: little passes some back to you in the form of rewards,
• 12:10
  Speaker 6: discounts on your next car, maybe charging credits, maybe an
• 12:14
  Speaker 6: actual yield. You're happy because your money's working for you.
• 12:18
  Speaker 6: Tesla's happy because they're earning US spread on their deposits,
• 12:22
  Speaker 6: and the US government is happy because someone bought more
• 12:25
  Speaker 6: of their debt. Now multiply that across every major corporation
• 12:30
  Speaker 6: on Earth.
• 12:32
  Speaker 1: That's where crypto comes in, guys, because that's tokenized assets
• 12:35
  Speaker 1: really at scale, and it does kind of alleviate the
• 12:39
  Speaker 1: issue where we would have to go into a scenario
• 12:42
  Speaker 1: of private credit. And of course I think Andre might
• 12:45
  Speaker 1: be onto something there, because if we do see that
• 12:48
  Speaker 1: around a weakening dollar.
• 12:49
  Speaker 2: This would be one of the ways for that to work.
• 12:52
  Speaker 1: And I don't know there's many people out there kind
• 12:54
  Speaker 1: of assuming that at some point you're going to continue
• 12:57
  Speaker 1: to see the dollar fall, which is the case right now.
• 13:00
  Speaker 1: If you look at the d x Y, that's exactly
• 13:02
  Speaker 1: what's happening. One of the biggest drops in the dollar
• 13:04
  Speaker 1: that we have seen in a little bit. So this
• 13:07
  Speaker 1: has very long reaching effects. I think crypto is going
• 13:10
  Speaker 1: to be the centerpiece where all of this comes to play,
• 13:14
  Speaker 1: and you're already seeing this play out even within conflicts,
• 13:18
  Speaker 1: but I think also around.
• 13:20
  Speaker 2: What's going to happen afterwards.
• 13:21
  Speaker 1: So we're going to stay very close to this topic
• 13:24
  Speaker 1: because things are continuing to change. If you like this video,
• 13:34
  Speaker 1: like and subscribe, drop a comment down below, and also
• 13:37
  Speaker 1: join our free private member group.
• 13:39
  Speaker 2: The link is in the description.