Latest / The Paul Barron Crypto Show / Stablecoin Portfolio Breakdown🚨Massive Catalyst This Week!

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Stablecoin Portfolio Breakdown🚨Massive Catalyst This Week! · The Paul Barron Crypto Show

• 0:06
  Speaker 1: Let's dive into some stable coins today and really break
• 0:08
  Speaker 1: down how this is going to affect other crypto areas
• 0:11
  Speaker 1: that you guys want to pay attention to. My name
• 0:13
  Speaker 1: is Paul Barrel. Welcome back in the tech path. Let's
• 0:15
  Speaker 1: get going. I do want to thank our sponsor, and
• 0:17
  Speaker 1: that is Uphold.
• 0:18
  Speaker 2: Uphold.
• 0:18
  Speaker 1: You can actually earn some yield over there on not
• 0:21
  Speaker 1: only stable coins, but also USD so earn up to
• 0:24
  Speaker 1: four and a half percent apy So check it out,
• 0:26
  Speaker 1: use our link down below and get into some of
• 0:29
  Speaker 1: their discount programs. Okay, so let's go on to a
• 0:32
  Speaker 1: couple of the topics here. One of the things I
• 0:34
  Speaker 1: want you guys to focus on is what's happening around
• 0:36
  Speaker 1: stable coins. As you guys know, we've got a huge
• 0:39
  Speaker 1: vote coming up this week. I'll talk about that in
• 0:41
  Speaker 1: a minute. But stable coins, in terms of a trend
• 0:44
  Speaker 1: to watch, this is starting to move into mainstream.
• 0:48
  Speaker 2: Now. This is still very early because a lot.
• 0:50
  Speaker 1: Of companies are just now starting to realize how this
• 0:53
  Speaker 1: is going to be used in modern day commerce. And
• 0:56
  Speaker 1: what we're going to show you I think will surprise you.
• 0:58
  Speaker 1: One other thing to watch out for is this right here,
• 1:00
  Speaker 1: and that is the US Senate, it's going to be
• 1:02
  Speaker 1: voting on the stable Coin Genius.
• 1:03
  Speaker 2: Act that's happening this week. Once it's passed, then it.
• 1:07
  Speaker 1: Just moves over pretty much to the House for a
• 1:10
  Speaker 1: rubber stamp and it's done. That will mean that we
• 1:12
  Speaker 1: have a stable coin legislation in the United States, which
• 1:17
  Speaker 1: will be an absolute unbelievable push into the market. I
• 1:21
  Speaker 1: think you're going to see a lot of companies start
• 1:23
  Speaker 1: to see this going forward. Now many people are starting
• 1:26
  Speaker 1: to try to leverage against stable coins and do it
• 1:29
  Speaker 1: in a way that might be a little risky. This
• 1:32
  Speaker 1: is one of the platforms out there that a lot
• 1:34
  Speaker 1: of people that are traditional in finance are looking for
• 1:38
  Speaker 1: ways to earn yield. And this is a good example
• 1:41
  Speaker 1: of some of these. Most of these I would not touch.
• 1:43
  Speaker 1: Many of these are ridiculous yield prices. You can kind
• 1:46
  Speaker 1: of see that one at almost fourteen percent. Anything over
• 1:49
  Speaker 1: five percent is probably a little bit aggressive and most
• 1:53
  Speaker 1: likely will end up at So just pay attention to that. Also,
• 1:57
  Speaker 1: look at some of the trusted locations where you guys
• 2:00
  Speaker 1: can earn yield.
• 2:01
  Speaker 2: So let's get into this right here.
• 2:03
  Speaker 1: Let's build a stable coin related portfolio and what that
• 2:07
  Speaker 1: might mean.
• 2:07
  Speaker 2: So one to watch.
• 2:08
  Speaker 1: Of course, right there is Ethereum still leading the way,
• 2:12
  Speaker 1: Tron right behind it. Not necessarily one I would get into,
• 2:14
  Speaker 1: and I'll explain that in a second. But also you've
• 2:17
  Speaker 1: got Salana in there, Arbitram in, a handful of others,
• 2:19
  Speaker 1: including Avalanche.
• 2:20
  Speaker 2: Point being is.
• 2:21
  Speaker 1: That there are a lot of good projects out there
• 2:24
  Speaker 1: that I think are going to get immediately impacted by
• 2:27
  Speaker 1: this bill going forward. Tether froze some tron assets only
• 2:31
  Speaker 1: worth twelve point three million over some AML risk. But
• 2:34
  Speaker 1: the point is is that we have seen a little
• 2:36
  Speaker 1: bit of I think unstableness around the Tron ecosystem. So
• 2:40
  Speaker 1: just something to keep in mind, all right, And if
• 2:42
  Speaker 1: you know Justin Son, then you probably understand he's not
• 2:45
  Speaker 1: necessarily been the perfect example of crypto. A lot of
• 2:49
  Speaker 1: I won't say sketchy details, but the point is is
• 2:52
  Speaker 1: that questionable moves overall in terms of crypto in general,
• 2:56
  Speaker 1: a lot of pr a lot of those kind of
• 2:59
  Speaker 1: bombasty moves that we've seen in crypto. So one thing
• 3:02
  Speaker 1: to look at when you think about stable coin is
• 3:04
  Speaker 1: Tether has been one of the world leaders out there
• 3:07
  Speaker 1: outside the United States. Obviously, Circle went public last week.
• 3:10
  Speaker 1: Still flying. But if you look at Tether's chart and
• 3:14
  Speaker 1: the growth that we've seen right here, notice that there
• 3:18
  Speaker 1: is a new entry and that is USD one.
• 3:20
  Speaker 2: Now that is World Liberty five.
• 3:21
  Speaker 1: And when you kind of hover over this, you'll notice
• 3:24
  Speaker 1: Binance was right there involved along, of course, within an
• 3:28
  Speaker 1: ether ecosystem, for one to kind of come out of
• 3:30
  Speaker 1: the blue, and I shouldn't say out of the blue,
• 3:32
  Speaker 1: but in the sense of being able to start to
• 3:34
  Speaker 1: make a little bit of an impact, that's a pretty
• 3:36
  Speaker 1: big deal. So just be aware of that when looking
• 3:39
  Speaker 1: at stable coin ecosystems. Now, one that is trusted more
• 3:42
  Speaker 1: so than any and we've talked about this before on
• 3:45
  Speaker 1: the show quite a bit, is PYUSD now that is
• 3:47
  Speaker 1: being held in of course by PayPal. PayPal continues to
• 3:52
  Speaker 1: move up and they're one of the most trusted payment brands. Well,
• 3:55
  Speaker 1: I would say the trusted payment brand when it comes
• 3:58
  Speaker 1: to retail is especially for people around the United States,
• 4:02
  Speaker 1: maybe globally. So you look at that and you compare
• 4:05
  Speaker 1: to PayPal's growth. Right here, this is their market cap
• 4:08
  Speaker 1: for PYUSD. So really kind of the entry that we
• 4:11
  Speaker 1: saw at the end of twenty twenty three when they
• 4:13
  Speaker 1: announced it, and then it's just been slowly moving up,
• 4:16
  Speaker 1: and that is without a stable cooin bill. If you
• 4:20
  Speaker 1: compare that to along with a lot of investors who
• 4:23
  Speaker 1: are going to say, well, what stable coin ecosystems could
• 4:25
  Speaker 1: I get behind? Well, look at this, this is called
• 4:29
  Speaker 1: blue Chip. This is like a scoring system PayPal. Right there,
• 4:32
  Speaker 1: PYUSD grade as USDC gets a B plus and they
• 4:37
  Speaker 1: are pretty much the number one stable coin when it
• 4:41
  Speaker 1: comes to crypto traders, at least in the United States.
• 4:43
  Speaker 1: And then you got Tather holding out a dgrade right there.
• 4:46
  Speaker 1: One thing I will say that is missing here in
• 4:48
  Speaker 1: an XRP community, if you're listening to this, we need
• 4:51
  Speaker 1: to get XRPL on here along with RILUSD. So I
• 4:56
  Speaker 1: think that's a big factor going forward of really one
• 5:00
  Speaker 1: seeing the stable coin ecosystems that are available, because you're
• 5:02
  Speaker 1: gonna have a lot of new people getting into this
• 5:04
  Speaker 1: for the very first time. Now you wonder, there's a
• 5:07
  Speaker 1: lot of people that are understand well, stable coins are
• 5:09
  Speaker 1: going to grow, So what crypto projects could we invest
• 5:12
  Speaker 1: in to correlate along with that. Well, at the end,
• 5:15
  Speaker 1: I'll give you guys a full breakdown of the projects
• 5:18
  Speaker 1: that you should be watching and why, and maybe even a.
• 5:20
  Speaker 2: Portfolio split up to take a look.
• 5:22
  Speaker 1: PayPal market share is the one that I'm looking at
• 5:24
  Speaker 1: because this is a big one. PayPal has thirty nine
• 5:26
  Speaker 1: percent market share in terms of payment gateway industry. That
• 5:30
  Speaker 1: is insane to have that much. Number two out there
• 5:34
  Speaker 1: is Stripe. They're the second at thirty eight percent. So
• 5:36
  Speaker 1: those two companies alone. With Stripe, though what you've got
• 5:40
  Speaker 1: is mostly been through acquisitions, they're moving into the market.
• 5:43
  Speaker 2: They see they kind of missed the boat.
• 5:44
  Speaker 1: Remember they were offering crypto payments a long time ago,
• 5:47
  Speaker 1: backed away from it. Now, of course they've repositioned the
• 5:50
  Speaker 1: whole component of where their strategy is going. Now here's
• 5:53
  Speaker 1: a clip with Jeremy a Layer and he's getting into
• 5:56
  Speaker 1: the point that I think is going to set the
• 5:59
  Speaker 1: market market on fire.
• 6:01
  Speaker 2: Listen to this. Take a look.
• 6:02
  Speaker 3: Just yesterday we saw Shopify announce that they're making USDC
• 6:08
  Speaker 3: payments a default option automatically for every merchant on their
• 6:14
  Speaker 3: platform in the US and then in Europe that's like
• 6:17
  Speaker 3: a million.
• 6:17
  Speaker 2: Merchants, so like a PayPal button and then will be
• 6:22
  Speaker 2: there by default.
• 6:24
  Speaker 3: And in fact, not only that, they're offering that they'll
• 6:27
  Speaker 3: be offering merchants half a percent cash back to the merchant,
• 6:31
  Speaker 3: so they're going to actually compensate the merchant, which is incredible.
• 6:35
  Speaker 1: All right, guys, I want you to break that down
• 6:37
  Speaker 1: for what he just said. Now, most merchant systems out there,
• 6:41
  Speaker 1: I shouldn't say most all merchant systems out there, when
• 6:44
  Speaker 1: it comes to online e commerce and retail, you're talking
• 6:47
  Speaker 1: about anywhere between one and a half percent all the
• 6:49
  Speaker 1: way up to three percent that it's charging to the
• 6:52
  Speaker 1: merchant to make a transaction. What they're talking about now
• 6:56
  Speaker 1: is spinning that completely on its head, and they're starting
• 7:00
  Speaker 1: with half a percent that they're paying the merchant just
• 7:03
  Speaker 1: to offer USDC. Imagine a merchant. That's a four almost
• 7:08
  Speaker 1: four percent move in terms of the profitability of where
• 7:10
  Speaker 1: a merchant is going.
• 7:11
  Speaker 2: And I think that it's going to get more competitive
• 7:14
  Speaker 2: because of the yields that are.
• 7:16
  Speaker 1: Being paid on these stable coins, which they are hovering
• 7:19
  Speaker 1: very similar to money markets right now, between three and
• 7:21
  Speaker 1: four to four and a half percent.
• 7:23
  Speaker 2: So this is going to be a big deal.
• 7:25
  Speaker 1: And when you look at other things that are happening
• 7:28
  Speaker 1: in the space right now, PayPal is bringing its stable
• 7:31
  Speaker 1: coin to py USD and of course remember Stellar is
• 7:34
  Speaker 1: the one that leads the way when it comes across border.
• 7:36
  Speaker 1: Now I know a lot of you will say, wait
• 7:38
  Speaker 1: a minute, that's XRPE. Well it's actually Stellar that has
• 7:41
  Speaker 1: it from a stable coin component, and that I think
• 7:44
  Speaker 1: is going to be a big deal going forward with
• 7:47
  Speaker 1: PayPal other things that are going into this is the
• 7:49
  Speaker 1: Stellar CEO talking about what's the most important thing when
• 7:54
  Speaker 1: it comes to a stable coin. You would think maybe
• 7:56
  Speaker 1: market app right, listen to this.
• 7:58
  Speaker 4: PayPal is kind of the person party to be able
• 8:01
  Speaker 4: to do that because they have access to these merchants
• 8:03
  Speaker 4: that are already part of their ecosystem and they're going
• 8:06
  Speaker 4: to use it and focus on velocity. So there's always
• 8:09
  Speaker 4: this focus on volume, and lots of asset holders want
• 8:12
  Speaker 4: volume to exist so that they can you know, earn
• 8:14
  Speaker 4: the interest on that. But when you think about velocity,
• 8:17
  Speaker 4: that actually gets to the usage point and it gets
• 8:20
  Speaker 4: to the piece of saying what is the value of
• 8:23
  Speaker 4: this asset and how is it being used in the world,
• 8:26
  Speaker 4: And that's what PayPal focuses on. And so you know,
• 8:28
  Speaker 4: think bill pay. If you think about like payroll, you
• 8:31
  Speaker 4: think about all these things for small to medium sized
• 8:34
  Speaker 4: businesses that they already have relationships with. That's the usage
• 8:37
  Speaker 4: of the asset, not just the asset itself, and PayPal's
• 8:40
  Speaker 4: always been part of that game.
• 8:41
  Speaker 1: Payroll, I think will be a major one, whether that's
• 8:44
  Speaker 1: ADP or companies like Gusto that will integrate this into
• 8:47
  Speaker 1: USDC and the use of other stable coins in general.
• 8:51
  Speaker 1: And I think as you start to look at stable
• 8:54
  Speaker 1: coins across the different ecosystem, one of course to watch
• 8:57
  Speaker 1: right here, and this one is related to PayPal is Flow.
• 9:00
  Speaker 2: So Flow right here. Remember Flow had.
• 9:01
  Speaker 1: A couple other stable coin use cases and they started
• 9:04
  Speaker 1: to essentially move into PYUSD that's PayPal, So that of
• 9:08
  Speaker 1: course will start to lead to things like this, and
• 9:11
  Speaker 1: that is where you'll be able to get the most
• 9:14
  Speaker 1: yields based on the trust score.
• 9:16
  Speaker 2: Of these stable coins.
• 9:17
  Speaker 1: So that's something I think that will grow. Here you
• 9:20
  Speaker 1: can kind of see Ether leading the way. Obviously Salon
• 9:23
  Speaker 1: it very similar actually in general to the stable cooin market,
• 9:25
  Speaker 1: but right there bear Chain and then even Flow right there,
• 9:29
  Speaker 1: and again this gets back to the idea of where
• 9:32
  Speaker 1: is the most trustworthy stable coin?
• 9:34
  Speaker 2: What would you trust?
• 9:35
  Speaker 1: You look at stable coins in general. Right now on flow,
• 9:38
  Speaker 1: most of this PYUSD and then USDC right behind it,
• 9:42
  Speaker 1: so again not using tether, So maybe PYUSD starting to
• 9:46
  Speaker 1: see some big.
• 9:49
  Speaker 2: Growth.
• 9:49
  Speaker 1: One last note on flow is with that kind of
• 9:53
  Speaker 1: integration with PYUSD, you see a little bit of growth
• 9:56
  Speaker 1: here in terms of overall transaction, well quite a bit
• 9:59
  Speaker 1: actually about three x of transactions.
• 10:01
  Speaker 2: But that's the point.
• 10:01
  Speaker 1: You're going to see a lot of chains that are
• 10:03
  Speaker 1: going to start to see massive transaction growth because of
• 10:08
  Speaker 1: the amount of velocity.
• 10:10
  Speaker 2: Back to the point of.
• 10:11
  Speaker 1: How much is it being used and if PYUSD, remember
• 10:14
  Speaker 1: forty percent of market share out there in terms of
• 10:17
  Speaker 1: global payments when it comes to online e commerce, bapound
• 10:20
  Speaker 1: might end up being in the right place.
• 10:21
  Speaker 2: I want to go to another.
• 10:22
  Speaker 1: Clip because this is the PayPal CEO saying this is
• 10:24
  Speaker 1: why we're doing this.
• 10:25
  Speaker 2: Take a look.
• 10:26
  Speaker 5: I fundamentally believe guest checkout is going to be a
• 10:29
  Speaker 5: winner take all market. In guest checkout, it doesn't make
• 10:33
  Speaker 5: any sense to have multiple different choices, and we have
• 10:36
  Speaker 5: the largest breadth of merchants that we can get access to.
• 10:38
  Speaker 5: It's why you've seen US sign up partners like Audience
• 10:41
  Speaker 5: and Chase that we announced earlier this week International, so
• 10:45
  Speaker 5: you know it.
• 10:45
  Speaker 2: I know it. We've talked about it.
• 10:47
  Speaker 1: Retail guest checkout, online e commerce, even retail checkout, I
• 10:52
  Speaker 1: think is going to lead the way. The key here,
• 10:55
  Speaker 1: the difference with online checkout versus in person checkout in
• 11:00
  Speaker 1: I think it's going to be the mobile payer that
• 11:02
  Speaker 1: will win. That's why PayPal has never really dominated at space.
• 11:05
  Speaker 1: But when it comes to e commerce, that's where the
• 11:08
  Speaker 1: bulk of retail is done. You guys can see the
• 11:11
  Speaker 1: writing on the wall. So you're wondering what is the
• 11:14
  Speaker 1: best potential investment that can get around this? And I'll
• 11:17
  Speaker 1: tell you how to break down a portfolio that is
• 11:20
  Speaker 1: correlated to your stable coins. When you take a look
• 11:24
  Speaker 1: at RILUSD right here, you'll see zoom in a little
• 11:28
  Speaker 1: bit on that. Three times the volume. That's the number
• 11:32
  Speaker 1: right there. I'm hovering on almost ninety million right there,
• 11:35
  Speaker 1: three times the volume around What's happening on PYUSD right there?
• 11:40
  Speaker 2: Okay, In terms of.
• 11:42
  Speaker 1: Where we see the position of these two stable coins,
• 11:45
  Speaker 1: PYUSD one that you keep an eye on. But when
• 11:47
  Speaker 1: you look at Velocity now it changes things up a
• 11:50
  Speaker 1: little bit. This is a little bit different. This is
• 11:52
  Speaker 1: transfer volume. Look at the transfer volume right here on
• 11:56
  Speaker 1: PayPal three point three billion. Now, granted, that's small compared
• 12:00
  Speaker 1: to the other guys that are out there when you
• 12:01
  Speaker 1: look at Sky, Athena Tather and of course Circle. But
• 12:06
  Speaker 1: the point is the opportunity to grow because of the
• 12:10
  Speaker 1: market capture that PayPal might have is huge. You think
• 12:13
  Speaker 1: about Ripple, let's take a look. They're just getting started RLUSD.
• 12:18
  Speaker 1: What we're seeing with Ripple USDC, obviously with Circle.
• 12:22
  Speaker 2: And many more. Remember that we also have.
• 12:25
  Speaker 1: The European components that would be playing into the global ecosystem.
• 12:30
  Speaker 1: I don't think they will hold a candle to what's
• 12:32
  Speaker 1: happening in the United States. Other things to watch right here,
• 12:35
  Speaker 1: remember June sixteenth, this is happening just Taurus may finally
• 12:39
  Speaker 1: drop the long waited ruling on Ripple versus the SEC.
• 12:42
  Speaker 1: That in itself will probably give a lot more incumbents
• 12:45
  Speaker 1: into what's going on with RLUSD.
• 12:47
  Speaker 2: Take a look at this right here.
• 12:49
  Speaker 1: XRP gets a nice boom over it, and I think
• 12:52
  Speaker 1: this is anticipating something. This is anticipating what we've been
• 12:56
  Speaker 1: talking about before, and that is growth in the stable
• 12:59
  Speaker 1: coin market. I want to go to another clip real quick,
• 13:01
  Speaker 1: because this is what happened over at the APEX event.
• 13:05
  Speaker 1: And this is an interesting point because it gets into
• 13:08
  Speaker 1: how XRP and Ripple might make it into the retail space.
• 13:13
  Speaker 2: Take a look, well on.
• 13:15
  Speaker 4: A live demo demo, So like I'm a restaurant owner
• 13:18
  Speaker 4: or I'm a shrom boner.
• 13:20
  Speaker 2: You just ate at my restaurant. We had a pizza
• 13:22
  Speaker 2: and a coke or something. Okay, that'll be nine dollars.
• 13:25
  Speaker 5: Nine dollars. We go for assistant transaction for seconds.
• 13:30
  Speaker 4: Let me get it successful nine dollars and the.
• 13:34
  Speaker 5: Average visa transaction is sixty dollars, so you'd probably be
• 13:37
  Speaker 5: paying around one dollar thirty five of that as fees.
• 13:40
  Speaker 4: Yeah, now you're paying one cent less than one cent,
• 13:43
  Speaker 4: So that's a huge series.
• 13:45
  Speaker 2: All right.
• 13:46
  Speaker 1: So you know you saw url USD being used on that.
• 13:49
  Speaker 1: Tom's been on our show before, his big developer around
• 13:52
  Speaker 1: the ecosystem. When it comes to retail payments, this is
• 13:55
  Speaker 1: the thing that I think will make a huge difference
• 13:57
  Speaker 1: because I feel like that is still up for grabs,
• 14:00
  Speaker 1: retail payments from a mobile device. So the winner of
• 14:04
  Speaker 1: that is going to get big and get big fast.
• 14:07
  Speaker 1: Now other big winners out there. I tweeted on this
• 14:09
  Speaker 1: this weekend and it's really which stable coin we try
• 14:12
  Speaker 1: when it comes to a retail system. And this is
• 14:14
  Speaker 1: talking about Walmart and Amazon. Let me know in the
• 14:17
  Speaker 1: comments which one.
• 14:18
  Speaker 2: I mean?
• 14:18
  Speaker 1: If Walmart said, hey, you're going to get a little
• 14:20
  Speaker 1: additional discount or Amazon's hey, we're going to give you
• 14:22
  Speaker 1: an additional rewards, which one would you use? And would
• 14:26
  Speaker 1: you be okay with using their stable coins over others?
• 14:29
  Speaker 1: Most likely they'll ride on one of the ecosystems, so
• 14:32
  Speaker 1: watch those could be stellar, could be something like the Theoereum,
• 14:36
  Speaker 1: et cetera. Matt Hogan kind of hit it out of
• 14:38
  Speaker 1: the park with this one and he basically says.
• 14:41
  Speaker 2: Wait, I thought you said credit cards were good enough.
• 14:44
  Speaker 1: And now Bloomberg saying retailers seeing the using of use
• 14:48
  Speaker 1: case of stable coins mainly to push back against card fees.
• 14:51
  Speaker 1: This is the thing we've talked about for years on
• 14:54
  Speaker 1: this channel, and at some point people are going to
• 14:56
  Speaker 1: open up to this, and then it is going to
• 14:58
  Speaker 1: be a absolutely avalanche going forward around retail use case
• 15:03
  Speaker 1: because these retailers are sick and tired of paying these fees.
• 15:08
  Speaker 1: Let me show you this right here, this is GUSD.
• 15:10
  Speaker 1: So imagine a network that could happen around retailers. They
• 15:13
  Speaker 1: could happen in the restaurant industry, the commerce industry, the
• 15:15
  Speaker 1: hotel industry, whatever it might be. They could be coming
• 15:17
  Speaker 1: together here, utilize a stable coin like GUSD, and then
• 15:21
  Speaker 1: be able to get their own yield. Remember that's a
• 15:24
  Speaker 1: three to five percent yield that's coming back in on
• 15:26
  Speaker 1: these stable coins. Now, PayPal has yet to go in
• 15:29
  Speaker 1: that direction where they'll pay the retailer much like what
• 15:32
  Speaker 1: Circle was talking about. Circle was talking about paying the
• 15:34
  Speaker 1: retailer like a half a point.
• 15:36
  Speaker 2: I think this is going.
• 15:37
  Speaker 1: To get competitive, just like it does with money markets.
• 15:39
  Speaker 1: If you look at your money markets out there, everybody's
• 15:42
  Speaker 1: jumping around a different money markets because they're paying more yields,
• 15:46
  Speaker 1: because they know that that flow is the most important.
• 15:49
  Speaker 1: So be on the lookout. We're going to see a
• 15:51
  Speaker 1: lot of that coming.
• 15:52
  Speaker 2: Now.
• 15:52
  Speaker 1: Where would you go in terms of drafting a portfolio, Well,
• 15:56
  Speaker 1: you kind of look at it this way, obviously, eth
• 15:59
  Speaker 1: that's where all the big money is going to be moving.
• 16:01
  Speaker 1: That's fifty percent of your portfolio. Solana, you could come
• 16:03
  Speaker 1: in mainly targeted at retail around twenty five percent XRP
• 16:07
  Speaker 1: just because of banking, but look for them on the
• 16:10
  Speaker 1: outside chance to move into point of sale. If that
• 16:12
  Speaker 1: happens ten percent, then you get into layer two. This
• 16:15
  Speaker 1: will be Salana, Alternatives, Optimism, Arbitrum, Polygon, those all hover
• 16:21
  Speaker 1: around nine percent. Then you'll get into Stellar for cross
• 16:24
  Speaker 1: border payments if you want to cover that flow. This
• 16:27
  Speaker 1: is right now getting PayPal backed yields. That doesn't necessarily
• 16:30
  Speaker 1: mean but that's where you're going to see the largest yields.
• 16:33
  Speaker 1: So potentially two and a half percent there. Then growth brands,
• 16:36
  Speaker 1: growth chains to watch, Avalanche, Suite, aptos, all of those
• 16:41
  Speaker 1: will slide into that last position. That's a portfolio that
• 16:44
  Speaker 1: you're building around just stable coins. So if you're brand
• 16:49
  Speaker 1: new to crypto and you're thinking, how do you play
• 16:51
  Speaker 1: this big boom that we're going to see, Well, there
• 16:53
  Speaker 1: was a lineup for you right there, Guys, not investment advice,
• 16:56
  Speaker 1: but it gives you at least some framework to go
• 16:59
  Speaker 1: out and do your own research understand why these particular
• 17:03
  Speaker 1: tokens could start to see movement. And it's all happening
• 17:06
  Speaker 1: around payments, all right, guys, if you're not in the
• 17:08
  Speaker 1: Diamond circle, get in right now. It's a great place
• 17:10
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• 17:13
  Speaker 1: I'll catch you next time right here on tech Path