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Trillion Dollar Comeback into Crypto?📈Market Update · The Paul Barron Crypto Show

0:00
Speaker 1: The crypto comeback is inevitable. Today, I'll break it down
0:02
Speaker 1: for you what this could mean to the market. Let's
0:04
Speaker 1: just get right into it. I do want to thank
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Speaker 1: go over and kind of lead off here with a
0:52
Speaker 1: few points I want to get at. Of course, speaking
0:55
Speaker 1: of gold and silver, gold and silver just wiped out
0:57
Speaker 1: bitcoin's entire market cap. What we mean by that is
1:01
Speaker 1: that we saw one of the biggest reversals in commodity history.
1:06
Speaker 1: And this is in less than four hours, gold and
1:08
Speaker 1: silver erased one point seven trillion in market values. And
1:12
Speaker 1: of course I always look at this and know what's
1:14
Speaker 1: going on. You guys understand this is just games being
1:17
Speaker 1: played within the market. But does this syndicate or indicate
1:21
Speaker 1: that we are nearing a top as you look at
1:24
Speaker 1: what's going on in the market overall with crypto, of course,
1:27
Speaker 1: you have to look back at where we have been
1:30
Speaker 1: and if you go all the way back to a
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Speaker 1: year that high right there, ten to seven before the
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Speaker 1: big dip four point one four point three trillion, and
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Speaker 1: here we are hovering right now at around two point
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Speaker 1: nine trillion, under three trillion dollars. Of course, this means,
1:44
Speaker 1: guys that are we near the bottom? Is this the
1:47
Speaker 1: opportunity for crypto, bitcoin, all these digital assets to truly
1:51
Speaker 1: make a comeback and get in the right place at
1:53
Speaker 1: the right time. If you look at the history a
1:56
Speaker 1: little bit surprising. Over the last twelve months, we saw
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Speaker 1: silver up two hundreds sixty seven percent, gold up eighty four,
2:02
Speaker 1: copper up thirty eight, NASDAQ twenty two s and p
2:06
Speaker 1: sixteen percent on the S and P five hundred. That
2:10
Speaker 1: is unbelievable in these market conditions of what we're seeing
2:13
Speaker 1: right now. Market is going strong, and of course we've
2:16
Speaker 1: continue to see the Trump administration talk about this is
2:19
Speaker 1: that they think this is still the golden years are
2:22
Speaker 1: yet to come. Maybe they see something with of course
2:25
Speaker 1: crypto coming in. But Tom Lee has another take on
2:30
Speaker 1: the commodities.
2:30
Speaker 2: Take a look, and as you know, like when you
2:33
Speaker 2: look at extensions like this, it's dangerous to fade it
2:37
Speaker 2: because you don't know how long it will go. But
2:40
Speaker 2: you're right, a parabolic move hobly marks the end of
2:44
Speaker 2: the move, not the beginning of the move. So it's
2:46
Speaker 2: a good question of timing. But it sure seems like commodities,
2:50
Speaker 2: especially precious metals, needs to have a place in people's portfolios.
2:53
Speaker 2: And it's hard to tell how much of it is
2:55
Speaker 2: geopolitical uncertainty, dollar in current weakness versus dubbish central banks.
3:02
Speaker 2: But maybe if it's all three, that explains why gold's
3:06
Speaker 2: done so well. I don't think that those are bad
3:09
Speaker 2: for equities because if this is anticipating dollar weakness or
3:12
Speaker 2: more dubbish moves by central banks, then it's good for
3:15
Speaker 2: asset prices, So I almost think the goal move could
3:18
Speaker 2: be sort of a glimpse into sort of risk app
3:21
Speaker 2: tite growing for stocks. The tariff headwinds disappearing. But now
3:26
Speaker 2: if we have dollar weakness, I think it puts more
3:28
Speaker 2: upside to the earning story. Investors aren't necessarily paying for
3:32
Speaker 2: that right now because multiples have been compressing, but I
3:35
Speaker 2: think it really helps anchor stocks. So between now and
3:39
Speaker 2: the end of the year, I think there can be
3:40
Speaker 2: a lot of reasons for speed bumps, but I think
3:42
Speaker 2: as we exit the year, the earning story is anchoring
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Speaker 2: i'd say, upside to our seventy seven hundred target.
3:49
Speaker 1: All right, let's take a look at bitcoin silver real quick,
3:52
Speaker 1: and you can kind of see it is at a
3:54
Speaker 1: very pivotal point right here, holding in our one point
3:58
Speaker 1: three ninety seven And if you look back at some
4:01
Speaker 1: of the other pivotal points from all the way back
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Speaker 1: to twenty twenty one, where we saw that bottom come
4:06
Speaker 1: in around the end of December or of twenty twenty two,
4:09
Speaker 1: and then of course of skyrocketing and bitcoin, maybe that's
4:12
Speaker 1: where we are right now. When you look at where
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Speaker 1: silver is, do we get that rotation of capital. The
4:18
Speaker 1: question is if you overlay the value of the Dixie
4:22
Speaker 1: on top of this, take a look at that, because
4:24
Speaker 1: this is something that we haven't seen in correlation to
4:27
Speaker 1: the dollar value in sometime. And remember the lowest trend
4:31
Speaker 1: that we saw on the dollar was all the way
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Speaker 1: back to twenty and eight. Twenty one was another dip
4:35
Speaker 1: that we saw, but we haven't come back to that
4:37
Speaker 1: level yet. So it is something that I think will
4:40
Speaker 1: continually push assets up, especially in this environment. Here is
4:45
Speaker 1: Mohammed coming in from CNBC. He basically says, contrast continues
4:49
Speaker 1: between relatively comm markets in Asian trading. Yet more economic
4:53
Speaker 1: news with the US increasing tariffs on South Korea to
4:55
Speaker 1: twenty five percent. This came off of one hundred percent
4:59
Speaker 1: threat and and of course right after that, Korea says, well,
5:02
Speaker 1: wait a minute, hold my beer. The market just absolutely bound,
5:06
Speaker 1: you know, because you have Trump doing these swings of
5:10
Speaker 1: going from one hundred percent and the market has hit
5:12
Speaker 1: and then there's traders out there, but you've got to
5:14
Speaker 1: be able to kind of see where this is heading.
5:16
Speaker 1: And Korea of course started to take a little bit
5:19
Speaker 1: of that all on taco, which is trumpeting checking out
5:22
Speaker 1: on some of these executions. I want to go to
5:24
Speaker 1: another clip real quick. This one, of course, is talking
5:27
Speaker 1: about is this good for investors or traders when you
5:31
Speaker 1: have these kind of market swings like this. Take a look,
5:34
Speaker 1: it's everyday Taco Tuesday.
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Speaker 3: Now suddenly everyone's no longer is worried by these tiff threats. Now,
5:40
Speaker 3: it's really important before Bill get too carried away that Hey,
5:43
Speaker 3: wait a second, if twenty five percent tariffs on Korea
5:46
Speaker 3: got a two point seven percent game, what would happen
5:47
Speaker 3: if they got one hundredercent TIFFs? We need to emphasize
5:50
Speaker 3: that the extraordinary gaining costme here was really because the
5:53
Speaker 3: market is very much dominated by a couple of stocks,
5:55
Speaker 3: and one of them is sk Highnecks, which surged today. Therefore,
5:59
Speaker 3: that kind of points that's the fact that the AI
6:01
Speaker 3: theme is still ultimately what's really driving everything in markets
6:05
Speaker 3: over the last year, not so much the geopolitical noise.
6:08
Speaker 3: The geopolitical noise causes all the disruption, and that's what
6:11
Speaker 3: traders need to care about. But for long term investors,
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Speaker 3: they need to care about the AI theme, and that's
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Speaker 3: what's driving the cost b All.
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Speaker 1: Right, so you've got it there, this is something that's
6:22
Speaker 1: really good. I think, well, if you're playing it as
6:24
Speaker 1: a trader, you could get easily stopped out on trades
6:27
Speaker 1: quickly with these kind of rash decisions that are coming
6:30
Speaker 1: out of the White House that affect major global markets.
6:34
Speaker 1: But if you look at this long term, I think
6:36
Speaker 1: a lot of players and investors are saying, let it
6:39
Speaker 1: settle down. See what happens in thirty days, sixty days,
6:43
Speaker 1: and that is something that starts to benefit you because
6:46
Speaker 1: holding assets what we've already seen and just showed you
6:49
Speaker 1: guys pretty consistent right now in the standard markets. If
6:53
Speaker 1: you look also into how does this affect other countries, well,
6:57
Speaker 1: coming out of Davos, we started to see a lot
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Speaker 1: of activity. This was one of them. These were details
7:02
Speaker 1: of a historic trade deal between the India and the
7:04
Speaker 1: EU have emerged. Remember the EU and India we're never
7:09
Speaker 1: really big trading partners. They have been working on this
7:12
Speaker 1: deal for a very long time and now the EU
7:15
Speaker 1: is looking at it. We're going to open this up
7:18
Speaker 1: wide open. This is going to bring a lot of
7:20
Speaker 1: goods and services into the EU from India. This of
7:24
Speaker 1: course could be good for that portion, but I think
7:26
Speaker 1: this again is still one of those scenarios where the
7:28
Speaker 1: EU is really trying to do everything they can to
7:31
Speaker 1: stay relevant in the global stage. This is a good
7:34
Speaker 1: thing because it partners with one of the big powers. Overall,
7:38
Speaker 1: We'll see how it comes together other things. You got
7:41
Speaker 1: to have to kind of look at Donald Trump deserves
7:42
Speaker 1: some of the credit on this. With his adventurism. He
7:46
Speaker 1: is now pushing a lot of people into deals like this,
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Speaker 1: which of course is what we're talking about here. Does
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Speaker 1: it alienate allies? It's still yet to be determined. I
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Speaker 1: think the key here is the United States still is
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Speaker 1: the global power that a lot of people are trying
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Speaker 1: to coordinate with. It's still one of the best, if
8:05
Speaker 1: not the best markets in the world. It has the
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Speaker 1: most innovation. The key here is can it hold it?
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Speaker 1: And what is Trump's strategy going forward? Because this gets
8:15
Speaker 1: into some very global shifts that are occurring. If you
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Speaker 1: think about it. Now, let's take a look at what
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Speaker 1: this might impact in terms of the dollar. This is
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Speaker 1: the US dollar potentially dumping hard, and there's a little
8:28
Speaker 1: bit of issues that are happening where we've seen these
8:32
Speaker 1: rate checks. Of course, always coming out of the stress
8:34
Speaker 1: that we've seen with the Japanese yen. But here's something
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Speaker 1: that was new and that is DIMF also confirmed that
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Speaker 1: it has now stress testing scenarios where there's rapid sell
8:44
Speaker 1: off of dollar assets, treasuries, and now even going to
8:48
Speaker 1: the level of the unthinkable events. So if we saw
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Speaker 1: a fast exit on the dollar, what could that look
8:54
Speaker 1: like globally? If you look at how much the dollar
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Speaker 1: has really accelerated over the last few years. I'll go
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Speaker 1: to the Dixie right here. Let's go all the way
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Speaker 1: down here from two thousand and twenty eleven, and if
9:07
Speaker 1: you look at the just the amount of movement that
9:10
Speaker 1: we've seen on the dollar all the way to the top,
9:12
Speaker 1: almost fifty five percent. But right there is a good
9:14
Speaker 1: example of where it's trading right now for the Dixie.
9:18
Speaker 1: There's a lot of room here yet to come into
9:21
Speaker 1: that bottom that we saw in twenty twenty one. That
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Speaker 1: of course starts to push assets into the right zone,
9:27
Speaker 1: and of course we all know what that means. Risk
9:29
Speaker 1: assets will be one of the biggest opportunities. So when
9:32
Speaker 1: you think about that the dollar debasing, I won't see
9:35
Speaker 1: debasing devaluing. You look at the stronger play that's going
9:38
Speaker 1: into assets. Black rocket course is now kind of backtracking
9:42
Speaker 1: on this, saying that maybe this is the opportunity to
9:45
Speaker 1: go ahead and buy up on bitcoin because there's an
9:48
Speaker 1: opportunity of rotation here. We've already seen the explosion on
9:50
Speaker 1: silver and gold. All of this could play right into
9:54
Speaker 1: the cards of this is the bottom and if it were,
9:58
Speaker 1: if this is near the bottom or at the bottom,
10:01
Speaker 1: what kind of reversal could we see into risk assets
10:04
Speaker 1: When you look at the size of these markets, asset
10:08
Speaker 1: owners are going to be the winners out there. And
10:11
Speaker 1: look at the ones that have been winning gold. There's
10:14
Speaker 1: XAU right there, silver, copper, crude oil, a lot of
10:17
Speaker 1: the commodities have been absolutely killing it just in the
10:21
Speaker 1: last few days, but not only in the last year.
10:24
Speaker 1: All right, so let's go over to WEF and Davos.
10:28
Speaker 1: This of course all finished up the global stage. You
10:31
Speaker 1: had Trump and all of his cronies over there basically
10:36
Speaker 1: telling the EU and the rest of the world what
10:38
Speaker 1: we're going to do, and of course there's been some
10:41
Speaker 1: pushback on that. I think the financial markets have been
10:43
Speaker 1: part of that. Here's a clip that kind of explains
10:46
Speaker 1: why we're seeing what we're seeing. Take a look.
10:49
Speaker 4: I feel like we have a pre Davos market and
10:52
Speaker 4: a post Davos market. Pre Davos, everybody's all bulled up.
10:56
Speaker 4: It's hard to find a bear just about anywhere. Now
11:00
Speaker 4: we're talking about renewed volatility, the sell America trade, Gold's
11:04
Speaker 4: continuing to ramp the dollars week Still, what do I
11:07
Speaker 4: do with that?
11:08
Speaker 5: I think one of the most important things that came
11:10
Speaker 5: out of Davos that was a change in language was
11:13
Speaker 5: going from deglobalization to now the phrase New World Order.
11:17
Speaker 5: Deglobalizing felt a little more like conscious uncoupling, and new
11:21
Speaker 5: World Order has a much harsher tone to it, which
11:24
Speaker 5: means that the urgency around reimagining supply chains, partnerships, and
11:29
Speaker 5: frankly advancing AI and automation manufacturing here in the United States,
11:33
Speaker 5: along with the dollar that's now lower because I think
11:35
Speaker 5: even more urgent, and the emergence I believe is moving
11:40
Speaker 5: away from the mag seven into what I'm calling the magnificent.
11:43
Speaker 5: Thematics and if you follow these thematics of new World Order,
11:47
Speaker 5: of AI, automation, innovation, longevity, and not necessarily moving to cash.
11:53
Speaker 5: There's a convergence between corporate spending and government spending in
11:57
Speaker 5: the AI space. It's so powerful. This is not like
12:00
Speaker 5: the early two thousand when it was sort of the
12:02
Speaker 5: domain land rush for beer dot com. You know, I
12:04
Speaker 5: think these comparisons to the early Internet just once again
12:08
Speaker 5: do not hold true.
12:10
Speaker 1: All Right, so comparisons here, I think, you know what
12:13
Speaker 1: she's talking about is the fact that the United States
12:17
Speaker 1: kind of came in and staked down a statement that
12:20
Speaker 1: this was a decoupling. This of course created those trigger
12:23
Speaker 1: events that we saw with the EU and India, but
12:27
Speaker 1: there's going to be many more. And you know, you've
12:28
Speaker 1: heard Carne even talk about this new world order. A
12:31
Speaker 1: lot of these major especially the G seven, are starting
12:35
Speaker 1: to try to figure out where do we land. All
12:38
Speaker 1: of this is going to kind of fall back on
12:39
Speaker 1: the Monroe doctrine, very similar to what was happening back then,
12:43
Speaker 1: which was this I will say isolationism. But it definitely
12:47
Speaker 1: starts to go into this hemispheric model. And this is
12:51
Speaker 1: something Trump also talked about here recently when he was
12:54
Speaker 1: compiling a lot of South American countries and looking at
12:58
Speaker 1: what we are, and that is the West Hemisphere. So
13:01
Speaker 1: this is intriguing because it does start to establish new
13:04
Speaker 1: world order. There's going to be some big winners in
13:07
Speaker 1: the eastern regions. Obviously in the Pacific Rim. We're going
13:12
Speaker 1: to see big winners here in Middle America and what
13:15
Speaker 1: we'll see, you know, within Central America and the growth
13:19
Speaker 1: of the United States, and then you're going to have
13:21
Speaker 1: the eastern blocks that are going to grow outside of
13:23
Speaker 1: what the EU is. So it's a very very interesting
13:26
Speaker 1: time because power plays are being made right now. Speaking
13:30
Speaker 1: of that, you've got Wall Street making these power plays.
13:33
Speaker 1: And this, of course was Moregan Stanley saying, wait, we
13:36
Speaker 1: need a head of Digital assets. This pushes more awareness
13:40
Speaker 1: into blockchain. Everybody's going to be using this. All the
13:43
Speaker 1: banks are going to be using this. It is just
13:45
Speaker 1: a matter of time. Here's, of course Bitwise saying hey,
13:49
Speaker 1: don't worry about it. We think this new world order
13:51
Speaker 1: is going to operate on ETH. And if you look
13:54
Speaker 1: at all of the growth that we're starting to see
13:56
Speaker 1: right here, the number of public companies that are holding
13:58
Speaker 1: ETH increase forty percent. That's right now, while we have
14:02
Speaker 1: no clarity. Imagine if clarity comes together in the United
14:06
Speaker 1: States and what that might look like. Eighth corporations account
14:09
Speaker 1: for five percent of eight holdings. We've already seen what
14:11
Speaker 1: Tom Lee is doing and what he's trying to do,
14:14
Speaker 1: which is mainstreaming EVE through his partnership with mister Beast.
14:18
Speaker 1: A lot of things brewing right now. Now where does
14:20
Speaker 1: this put central banks? Well, here's a clip to talk
14:24
Speaker 1: about that. Take a look.
14:25
Speaker 6: So just remember that the banks want CBDCs and control
14:29
Speaker 6: over what corporations can and can't do with them. But
14:32
Speaker 6: they also have some competition and their biggest competitor is
14:36
Speaker 6: the crypto lobby. Now, the crypto lobby is challenging the banks,
14:39
Speaker 6: and what the crypto people want is fair competition because
14:44
Speaker 6: in a fair game, crypto wins. Crypto knows that, and
14:48
Speaker 6: the banks know that. And I think you can tell
14:50
Speaker 6: that from this conversation between Larry Fink and Christine Leguard,
14:54
Speaker 6: which she drops a hint that central banks might not
14:58
Speaker 6: always be around.
14:59
Speaker 7: So I'm not going to tell you that there is
15:00
Speaker 7: a red line. I'm not going to tell you that
15:02
Speaker 7: central banks will always be around either. Speak to what
15:05
Speaker 7: you did do You just said something very interesting. You
15:07
Speaker 7: think to speak more to it.
15:09
Speaker 4: Not to the idea that central banks might not always
15:12
Speaker 4: be around.
15:13
Speaker 6: What do you know?
15:14
Speaker 7: I like that? Look I went through my lot of crisis,
15:17
Speaker 7: as many of you have as well. And I remember
15:19
Speaker 7: the days when it was mentioned that, you know, central
15:22
Speaker 7: bankers are the only game in town. This is not
15:24
Speaker 7: the right approach to a balanced and durable equilibrium.
15:28
Speaker 1: So what happens next is the question. I think if
15:31
Speaker 1: you look at bitcoin where it has what's treading at
15:34
Speaker 1: eighty eight as we record this right now and some change,
15:38
Speaker 1: you look at bitcoin versus gold, and yeah, the chart
15:42
Speaker 1: looks broken, especially if you kind of consider but if
15:44
Speaker 1: you zoom out and you kind of look at bitcoin
15:46
Speaker 1: versus goal over history, it's a little different story. And
15:49
Speaker 1: here's Raoul talking about that. You can barely see the
15:52
Speaker 1: recent gold out performance over bitcoin. Now, remember this is
15:55
Speaker 1: a log chart, so it moves looks less dramatic, But
15:59
Speaker 1: that's the point, is that maybe there is a play here.
16:02
Speaker 4: Now.
16:02
Speaker 1: It's also to the point that we have not seen
16:04
Speaker 1: these kind of highs before with gold and silver. Is
16:08
Speaker 1: this and this of course has been discovery price zones
16:10
Speaker 1: that we have never seen. So it's very possible that
16:13
Speaker 1: we could see the beginning of an era around precious metals. Again,
16:17
Speaker 1: we've had those before. So that's the one caveat I
16:20
Speaker 1: would place within this. But when you look at it
16:23
Speaker 1: from twenty twenty two peak gold down forty seven percent
16:26
Speaker 1: versus bitcoin, and from twenty nineteen peak gold, it's down
16:30
Speaker 1: eighty five percent bitcoin. So think about that. Granted at
16:33
Speaker 1: that time it had never seen those highs, but it
16:36
Speaker 1: had not seen those highest prior to that either. So
16:39
Speaker 1: just interesting days right now, guys, we are very very
16:43
Speaker 1: intriguing in terms of how the markets are playing out.
16:46
Speaker 1: So where's bitcoin? Silver price is now outperforming bitcoin, one
16:49
Speaker 1: of their wildest margins on record. You've seen it, and
16:52
Speaker 1: of course we saw the crazy manipulation if you want
16:56
Speaker 1: to call it that where silver was. But in thirteen months,
16:59
Speaker 1: silver'sup tw hundred seven twenty percent and bitcoin is down eleven.
17:03
Speaker 1: You would naturally think the next play is bitcoin and crypto.
17:08
Speaker 1: That's what we're looking at. I think this might be
17:11
Speaker 1: a question mark time. Are we nearing the end? Let's see.
17:22
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17:25
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