Latest / The Paul Barron Crypto Show / Paul's Emergency Degen Altcoin Portfolio🚨Panic Buying Crypto!🔥
Transcript
- 0:05Speaker 1: All right, you guys, we're gonna get into some tokens.
- 0:08Speaker 1: I think you'll either love it or hate it. My
- 0:10Speaker 1: name is Paul Barren. Welcome back into the show. All right,
- 0:12Speaker 1: so today we're going to get into a variety of
- 0:15Speaker 1: projects underperforming so far, and there'll be a lot of
- 0:17Speaker 1: tokens in here. Just full disclaimer, this is not financial advice.
- 0:20Speaker 1: I'm telling you right now, don't buy any of this stuff.
- 0:23Speaker 1: But these are the things that I'm looking at. We're researching,
- 0:27Speaker 1: and there's reasons why. There's some narrative behind it. There's
- 0:29Speaker 1: also some fundamentals I do want to thank are sponsoring
- 0:32Speaker 1: as Tantem. You guys can go over to Tantrum right now,
- 0:34Speaker 1: get into self custy, get their card, which is their
- 0:37Speaker 1: self custody wallet. It's a hardware wallet, works with your phone,
- 0:40Speaker 1: very easy to set up, and you can start your
- 0:43Speaker 1: journey on self custing. I would suggest everybody to get
- 0:45Speaker 1: into self custody at some point, especially if you're brand
- 0:48Speaker 1: new to crypto. All right, so we're going to start
- 0:50Speaker 1: off with high market caps. We'll move into kind of
- 0:54Speaker 1: the mid range, and then we've got some really very
- 0:57Speaker 1: low market caps, those of which are absolute no fly
- 1:01Speaker 1: zones for most of you. All right, So let's start
- 1:03Speaker 1: with Polygon. Here's Sandy. Basically, this is a major upgrade
- 1:07Speaker 1: five second finality, meaning super fast, all those kind of
- 1:10Speaker 1: cool things that you need in blockchain to kind of
- 1:12Speaker 1: go forward quickly. If you look at Polygon in general,
- 1:16Speaker 1: according to micro payments, now this is where it gets interesting.
- 1:20Speaker 1: Polygon has pretty much won the day around all of
- 1:24Speaker 1: these And when you think micro payments, you've got to
- 1:26Speaker 1: look at some of the things around the gambling ecosystem.
- 1:30Speaker 1: And why do I say that, Well, one of the
- 1:32Speaker 1: things you're going to be looking at is higher through
- 1:35Speaker 1: pit and of course stable coin velocity. This is going
- 1:39Speaker 1: to get into apps like guess who. Polymarket total value
- 1:42Speaker 1: locked up on this, as well as dex volume considerable
- 1:46Speaker 1: if you compare this to the total supply of Polygon. Now,
- 1:50Speaker 1: I want to go to a clip real quick because
- 1:52Speaker 1: this will get into a little bit more detail on this.
- 1:54Speaker 1: Let's take a look.
- 1:55Speaker 2: There was an.
- 1:55Speaker 3: Obscure provision in the Big Beautiful Bill added late in
- 1:58Speaker 3: the process. While rolls still pay taxes, when you're gambling winnings,
- 2:03Speaker 3: you'll only be able to dook ninety percent of your
- 2:06Speaker 3: gambling losses.
- 2:08Speaker 2: I think that's brutal. So you could actually be in
- 2:11Speaker 2: a situation where you haven't made a profit but you
- 2:13Speaker 2: owe taxes anyway. The California Attorney General calling daily fantasy
- 2:17Speaker 2: sports illegal gambling. Congressman Roe Conna told me this week
- 2:21Speaker 2: this is a boneheaded move. Who doesn't have a fantasy team?
- 2:25Speaker 2: I just don't get it. It's mind numbingly dumb politics.
- 2:28Speaker 2: We're now waiting on decisions from federal judges in New Jersey,
- 2:32Speaker 2: in Nevada, in Maryland about whether these sports trades are allowed.
- 2:37Speaker 2: There's questions about whether this is going to force gamblers
- 2:39Speaker 2: to offshore, allure them to offshore books. It benefits Calshi,
- 2:44Speaker 2: their losses would be treated just like your stock trades,
- 2:47Speaker 2: you know, because it's not a gambling loss. Technically, what
- 2:50Speaker 2: is it? What is lossment loss?
- 2:52Speaker 1: All Right? So with that clip you can kind of
- 2:54Speaker 1: see basically this moves gamblers into the ecosystem of Polygon,
- 2:58Speaker 1: mainly through polymarket, so that in itself is going to
- 3:02Speaker 1: be a huge play going forward. And you look at
- 3:03Speaker 1: the micropayment side of it, where they're winning. All of
- 3:06Speaker 1: this goes in the direction of maybe polygon starting to
- 3:10Speaker 1: come off the floor and starting to shine. So this
- 3:13Speaker 1: is another one that you guys can look at and
- 3:15Speaker 1: kind of make your decision of whether or not it's
- 3:16Speaker 1: a good investment for you guys. Let's go over to
- 3:20Speaker 1: the next one, all right. So with Jupiter being number
- 3:22Speaker 1: two here on the list, one of the things you'll
- 3:24Speaker 1: notice here is of course the expected chains that we'll
- 3:27Speaker 1: be launching there. Obviously we see Salona based Suite, et cetera.
- 3:31Speaker 1: The other advantage to this, remember market cap only at
- 3:33Speaker 1: one point four billion, more chains coming. This is all
- 3:35Speaker 1: going to eat away potentially from the market share of
- 3:39Speaker 1: hyper Liquid. Hyper Liquid holding it about fifteen billion right now,
- 3:43Speaker 1: so that in itself compared to where Jupiter is at
- 3:46Speaker 1: one point five all Right, you guys kind of get
- 3:48Speaker 1: the noise. And remember x Stoc's partnership as well. That's
- 3:52Speaker 1: where we'll be doing trading and derivatives over on Jupiter
- 3:57Speaker 1: and Solona. So all this very good sign going forward.
- 4:01Speaker 1: Let's go to our next one real quick. I want
- 4:03Speaker 1: to get into Helium. We've covered Helium before and if
- 4:06Speaker 1: you look at total Helium Mobile subscribers, this one is
- 4:09Speaker 1: absolutely skyrocket. It's pretty much a no brainer really for Helium.
- 4:13Speaker 1: Right now, on Helium, we're looking at a five hundred
- 4:15Speaker 1: million market cap, very low seeker phones getting ready to drop.
- 4:18Speaker 1: We'll see a lot of subscribers that will come into that.
- 4:21Speaker 1: And remember they merge the two tokens, remember H and
- 4:23Speaker 1: T and Mobile. Well, all that's now one December. This
- 4:26Speaker 1: could be as much as a three x. So this
- 4:28Speaker 1: is another one that could play into this market right now.
- 4:32Speaker 1: All right, So let's go to our next one. This
- 4:34Speaker 1: is anime coin and if you did not, if you
- 4:37Speaker 1: miss the arbitram play with the pump we saw mainly
- 4:42Speaker 1: from the announcement by Robinhood, this might be one to consider.
- 4:46Speaker 1: There's a couple of reasons. This is only a one
- 4:48Speaker 1: hundred million dollar market cap, so you know, big bullseye
- 4:51Speaker 1: high warning here. Anytime you have these very low market
- 4:54Speaker 1: cap projects, just be aware that. But it could be
- 4:57Speaker 1: an arbitrum beta play. Also pump during the recent expo,
- 5:01Speaker 1: their Anime Expo, which is very This is a big culture.
- 5:04Speaker 1: If you don't understand much about anime, and I'm not
- 5:06Speaker 1: a big anime fan, but I know that there is
- 5:08Speaker 1: a huge culture around this. Well, this was all leading
- 5:11Speaker 1: up to that Anime Expo, so it may not necessarily
- 5:14Speaker 1: be driven by market activity. It might be driven by
- 5:17Speaker 1: something that is very cultural instead, so be on the
- 5:20Speaker 1: lookout for that one and remember anime and azuki. This
- 5:24Speaker 1: could also be a play on pengu Pengo pumping only
- 5:28Speaker 1: a one hundred million dollar market caps. One thing to
- 5:30Speaker 1: note is this headline right here, anime industry is getting
- 5:33Speaker 1: bad in Japan. Japan is the one of the cultural
- 5:37Speaker 1: centers for this, and the idea behind this was now
- 5:40Speaker 1: that the anime revenue from a lot of these kind
- 5:43Speaker 1: of projects has to be shared with the workers. So
- 5:45Speaker 1: that is another reason why this could help drive that
- 5:48Speaker 1: one up. All right, so let's move to our next one.
- 5:50Speaker 1: We're going to go down the list in terms of
- 5:52Speaker 1: overall market cap. This one is at sixty five million.
- 5:56Speaker 1: I am on DEX tools Dex screeners to be able
- 5:59Speaker 1: to see this. This is the game a token and
- 6:01Speaker 1: this of course is the engine behind virtuals. Again, if
- 6:04Speaker 1: you maybe missed virtuals, this might be a potential option
- 6:07Speaker 1: for you to go in this direction. This could be
- 6:10Speaker 1: a virtual beta play. We talked about Butler not too
- 6:13Speaker 1: long ago. Butler is kind of the next generation of
- 6:17Speaker 1: something that will work in these AI agents that is
- 6:19Speaker 1: going to act as think of it as your Siri,
- 6:22Speaker 1: your Alexa, where you're going to go out and tell
- 6:24Speaker 1: it what to do. If that is the case, we
- 6:27Speaker 1: could see transactions from all that activity. One percent of
- 6:31Speaker 1: that plays into this. So again back to the game
- 6:33Speaker 1: treasury and the hail Mary for this one would be
- 6:36Speaker 1: GTA six if there's any integration of virtuals and the
- 6:39Speaker 1: game token into GTA six, and that's coming probably in
- 6:43Speaker 1: about six to eight months, so be on the lookout
- 6:45Speaker 1: for that one. All right, Let's jump to another outlier here.
- 6:49Speaker 1: This is another very very low market gap. Full disclosure,
- 6:52Speaker 1: not investment advice. Do not invest in any of these things.
- 6:55Speaker 1: But this are the kind of crazy things that we're
- 6:57Speaker 1: researching out there. This one is on the Suite network
- 7:01Speaker 1: and this is called Bluefen. Now Bluefen is interesting because
- 7:04Speaker 1: it does two things. One, of course, it's a sweet
- 7:06Speaker 1: beta play. That's one option. It's twenty seven million in
- 7:09Speaker 1: terms of market cap right now. One thing to consider.
- 7:12Speaker 1: But if you look at the growth of these deses
- 7:14Speaker 1: and just kind of follow that, remember the Cetus problem
- 7:17Speaker 1: that we saw that could be and now is being
- 7:21Speaker 1: replaced by bluefen and if that ends up anywhere near
- 7:24Speaker 1: what Seatus was able to do in a run, this
- 7:28Speaker 1: is one that could be actually a gem going forward.
- 7:31Speaker 1: Remember a third of revenue right now of Jupiter annualized
- 7:35Speaker 1: earnings annualized right around nine million right there. And if
- 7:38Speaker 1: you compare this over to Jupiter, same kind of scenario
- 7:42Speaker 1: right there, thirty two million. Now you compare to the
- 7:45Speaker 1: market cap of those two. Remember Jupiter at around one
- 7:48Speaker 1: point four billion. This one's setting in right now at
- 7:51Speaker 1: what twenty seven million, So you guys do the math
- 7:54Speaker 1: on that one. Let's take a look at Star Atls.
- 7:56Speaker 1: This is another low market cap one setting at around
- 7:59Speaker 1: nineteen million. Again, these are very very dej ined plays, guys,
- 8:04Speaker 1: and this is the kind of stuff that you can
- 8:06Speaker 1: play with very small percentage of your portfolio. One thing
- 8:10Speaker 1: to look at with Star Atlas has always been around
- 8:13Speaker 1: Solana still a Salona Beta play strong community. If you
- 8:16Speaker 1: look at their Twitter account, they continue to get a
- 8:19Speaker 1: lot of engagement. That's always a good sign for any
- 8:22Speaker 1: kind of project. The other thing that can happen with
- 8:24Speaker 1: this one is the mobile app could be launching with
- 8:27Speaker 1: Seeker and then here's the announcement right here from Wagner himself.
- 8:30Speaker 1: Something monumental coming for Star Atlas. Consider this year announcement
- 8:34Speaker 1: of announcements. I love it all. Right, let's move on
- 8:36Speaker 1: to our next one. This one is full disclosure. I
- 8:39Speaker 1: have consulted with this team before and this is the BITE. Now.
- 8:43Speaker 1: This is a virtual token. In short, this is think
- 8:46Speaker 1: of it as a agent that goes out and does
- 8:48Speaker 1: your food ordering for you. That's pretty much the concept
- 8:51Speaker 1: behind this. This token is up considerably here just recently,
- 8:55Speaker 1: but it has it potential to be considerably higher for
- 8:59Speaker 1: many reason. And obviously on chain summer is getting ready
- 9:01Speaker 1: to happen. Next chapter of base getting ready to go.
- 9:04Speaker 1: And right there, something's happening right there with the wallet.
- 9:07Speaker 1: Most likely the integration. BITE has already announced that there's
- 9:10Speaker 1: going to be integration with the wallet itself. That could
- 9:13Speaker 1: mean yes, you're gonna get maybe delivering inside your coin
- 9:17Speaker 1: based wallet. So watch for this one six point eight million.
- 9:20Speaker 1: I know that's crazy, guys, So remember this is a
- 9:23Speaker 1: big X. If you do not have risk tolerance in
- 9:26Speaker 1: any of these non financial advice on any of these.
- 9:29Speaker 1: These are the kind of research projects that we're doing.
- 9:32Speaker 1: You ask for some of these. This is what we're
- 9:33Speaker 1: giving you. All right, let's take a look at this
- 9:36Speaker 1: clip because this will kind of show some of the
- 9:37Speaker 1: integration that they're doing. Take a look.
- 9:39Speaker 3: So this is a screenshot of an upcoming version of
- 9:42Speaker 3: the coin based wallet app where you can interact directly
- 9:45Speaker 3: with agents via messaging bots. And this example here you
- 9:48Speaker 3: can just say, show me the menu for McDonald's, find
- 9:52Speaker 3: an item with protein, and then check out. You click
- 9:54Speaker 3: this button and then you literally get McDonald's delivered to
- 9:57Speaker 3: your door.
- 9:57Speaker 1: Okay, So if that works, if we get that kind
- 10:00Speaker 1: of integration, and there's the food apps. Listen, I've been
- 10:03Speaker 1: in the industry, the restaurant industry for a long time,
- 10:05Speaker 1: and I've seen the potential here for where blockchain, especially
- 10:10Speaker 1: with crypto payment, especially now with the Genius Act coming
- 10:13Speaker 1: into play. All this might be lining up at the
- 10:15Speaker 1: right time. Doesn't mean that Bite will be one of
- 10:17Speaker 1: the leaders, but it might be one that you can
- 10:20Speaker 1: win on you from a token standpoint. So check it out.
- 10:23Speaker 1: See what you guys think. Let me go to this
- 10:24Speaker 1: one right here, This has hit. This is a dex
- 10:27Speaker 1: again very low market cap one hundred thousand. This one
- 10:31Speaker 1: is extremely extremely risky, but it could be a play
- 10:35Speaker 1: here stealth launch. Couple of things you look at is
- 10:37Speaker 1: they've got revenue that's being shared back to the tokenholders
- 10:40Speaker 1: two percent on all these trades. The other thing is
- 10:42Speaker 1: the team is verified in the sense of what we
- 10:45Speaker 1: know they've allocated, so there is good tokenomics behind it,
- 10:49Speaker 1: a lot of roadmap upgrades. Let me see if I
- 10:50Speaker 1: can go to that one real quick, because this will
- 10:52Speaker 1: show you some of the things that are out there
- 10:54Speaker 1: within the decks itself. This is what it looks like too,
- 10:57Speaker 1: which is pretty nice. And remember supported chains, flow base
- 11:01Speaker 1: lenea arbitrump polygon. You get the picture. The other thing
- 11:04Speaker 1: is is this is not listed on collmarket cap just yet,
- 11:07Speaker 1: nor any exchanges. So this is another reason why we'll
- 11:10Speaker 1: see potentials on some of these. If you look at
- 11:13Speaker 1: their roadmap right here, a lot of things lined up here,
- 11:16Speaker 1: stabilized chain abstract, you've got chatbot trading coming, trading view,
- 11:21Speaker 1: advanced charts coming, the banks of off ramp that will
- 11:24Speaker 1: be helpful morpho in terms of borrowing against your assets
- 11:30Speaker 1: Bitcoin to EVM swats. The point is there's some teams
- 11:33Speaker 1: behind this, and I like that anytime I see those
- 11:36Speaker 1: kind of things. So again, these are all high risk,
- 11:40Speaker 1: degenerate plays, not something that I would say you guys
- 11:43Speaker 1: should get into. But what I will tell you is
- 11:46Speaker 1: we have a lot more of these and if you
- 11:48Speaker 1: want them, we're going to just drop them into our
- 11:51Speaker 1: Diamond Circle. So if you're not in our diamond circle,
- 11:53Speaker 1: get in on that right now. We always leave a
- 11:56Speaker 1: link down there. I'm going to do a special release
- 11:58Speaker 1: of all of our research into the Diamond Circle. You guys,
- 12:02Speaker 1: take a look at it, play with it, go do
- 12:04Speaker 1: your own research, find out what works for you. Maybe
- 12:07Speaker 1: there are some hidden gems in here for you. Follow
- 12:10Speaker 1: me on x at Paul Baron. We'll catch you next
- 12:12Speaker 1: time right here on The Paul Baron Show.