Latest / The Paul Barron Crypto Show / Japan Planning Insane Altcoin Season in 2026!?ππ₯
Transcript
- 0:00Speaker 1: Could Javan be leading an all coin season in twenty
- 0:02Speaker 1: twenty six. Today, we'll break it down for you. It's
- 0:04Speaker 1: going to be a good one. Let's just jump right in.
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- 0:45Speaker 1: Let's go over to a couple of points I want
- 0:47Speaker 1: to hit on. Right here, here's the Prime Minister of
- 0:49Speaker 1: Japan talking about some pretty interesting moves they are going
- 0:53Speaker 1: to support overseas expansion of creators who produce powerful Japanese
- 0:57Speaker 1: contents such as manga, anime and James. Think about that, guys,
- 1:01Speaker 1: They're supporting overseas creators and all of this. This is
- 1:05Speaker 1: a new industry they think is going to be as
- 1:07Speaker 1: big as the semiconductor industry. One of the lifebloods of
- 1:11Speaker 1: what this will be is dedicated around where crypto is
- 1:14Speaker 1: going to be involved in all of this. I want
- 1:16Speaker 1: to go to a clip of her talking about this.
- 1:19Speaker 1: She was at a conference called the Future Investment Initiative.
- 1:23Speaker 1: This is what she had to say. Take a look.
- 1:25Speaker 2: I have heard that Japanese manka and enemy are very
- 1:28Speaker 2: popular in Saudi Arabia. There are titles like Captain Subasa
- 1:31Speaker 2: on Peace and Demon Slayer. But today I would like
- 1:35Speaker 2: to conclude my speech by borrowing a famous sign from
- 1:39Speaker 2: Attack on Titan.
- 1:41Speaker 3: Just chat to you a mask and invest everything in me.
- 1:46Speaker 2: I believe you understand. What I'm asking for Japan is back,
- 1:51Speaker 2: invest in Japan.
- 1:52Speaker 1: I like that, Just shut your mouth, invest everything in me,
- 1:56Speaker 1: which is kind of the thing that happened. And of
- 1:58Speaker 1: course we saw anime cooing about that time come off
- 2:01Speaker 1: the floor and explode. We saw a little bit of
- 2:03Speaker 1: movement there. But I want to play into this because
- 2:05Speaker 1: this goes into how maybe other things are happening in
- 2:09Speaker 1: crypto in general, and you have to bring in Larry Fink.
- 2:12Speaker 1: Here's a clip of him talking about bitcoin. Take a
- 2:14Speaker 1: look an index from money laundering.
- 2:18Speaker 4: Those statements was not about crypto. Those statements were specifically
- 2:21Speaker 4: about bitcoin. So let me be clear too, is there
- 2:25Speaker 4: any chance that Warren Buffett is right it'll go to zero?
- 2:29Speaker 4: They're talking specifically about bitcoin.
- 2:31Speaker 2: They're talking about bitcoin.
- 2:33Speaker 4: I think we need to get back to what is
- 2:34Speaker 4: a purpose? What is a purpose a bitcoin? Then we
- 2:37Speaker 4: gave the stable coin the thirteen and a half trillion
- 2:40Speaker 4: dollars at Blackrock managed on behalf of our clients. It's
- 2:44Speaker 4: basically managing hope, that's all it is. I mean, why
- 2:47Speaker 4: would anybody invest in a thirty year outcome unless you're
- 2:49Speaker 4: hopeful than thirty years you're going to you have the
- 2:51Speaker 4: compounding effect. Bitcoin is an act of fear. There is
- 2:56Speaker 4: conversations this week that there may be some type of
- 2:59Speaker 4: settled in Ukraine. Bitcoin sell a little bit. If you're
- 3:03Speaker 4: buy it as a hedge against all your hope, you know,
- 3:07Speaker 4: then it has a meaningful impact on a portfolio. The bigger,
- 3:12Speaker 4: the other big problem of bitcoin is it's still heavily
- 3:16Speaker 4: influenced by leverage players.
- 3:18Speaker 2: That's bitcoin.
- 3:20Speaker 4: But we could see because we see where the flows
- 3:23Speaker 4: are coming from, all.
- 3:24Speaker 1: Right, So he says something very interesting there, and that
- 3:27Speaker 1: is where the flows are coming from. If you look
- 3:30Speaker 1: at the ETF tracker, this of course is ethereum ETFs,
- 3:34Speaker 1: and you can kind of see what we're looking at
- 3:37Speaker 1: both on ETFs, all ETFs. Here's the ethereum ETF right
- 3:40Speaker 1: here starting to move. There's all ETFs, and there's the
- 3:44Speaker 1: flip that we're talking about. And I think this is
- 3:46Speaker 1: what Fink is starting to look at, is he's seeing
- 3:49Speaker 1: these transactions flow out there. And listen, it's not just there.
- 3:53Speaker 1: Black Rock also into digital liquidity, also understands where these
- 3:57Speaker 1: funds are coming from. There's ethereum pretty much controlling most
- 4:00Speaker 1: of this. This is the kind of thing that of
- 4:02Speaker 1: course starts to move markets in pretty significant ways, especially
- 4:07Speaker 1: when Larry Fink speaks. Now, remember when you think about
- 4:11Speaker 1: stable coins and all this tie to Japan. I want
- 4:13Speaker 1: to go back to something here because this was Startel group.
- 4:16Speaker 1: Remember we just talked about this the other day on
- 4:18Speaker 1: the show, this is a new Sonium based built blockchain
- 4:22Speaker 1: that has a stable coin now available. Well, you take
- 4:25Speaker 1: a look at what's happening in Japan and you think,
- 4:28Speaker 1: all right, well, this is a great partnership there with
- 4:31Speaker 1: M zero. Guess who comes in right behind and does
- 4:34Speaker 1: a partnership with M zero Biddle and Biddle of course
- 4:37Speaker 1: tied to Blackrock again as an eligible collateral for stable
- 4:42Speaker 1: coins built on the MO platform. This is another factor
- 4:45Speaker 1: that starts to play into this whole theory. This is
- 4:48Speaker 1: getting much more global and when you think about global,
- 4:52Speaker 1: We've done a couple of these videos in the past.
- 4:54Speaker 1: Here's Warren Buffett. This is where he chooses Avalanche for
- 4:58Speaker 1: the Japanese markets. There's reasons for that. I want to
- 5:02Speaker 1: play a clip for you that kind of breaks this down.
- 5:05Speaker 1: Take a look.
- 5:06Speaker 3: So I started buying all five the five largest trading companies.
- 5:10Speaker 3: We now own seven point four percent of each of
- 5:14Speaker 3: the companies will be in these stocks. Done twenty years,
- 5:17Speaker 3: we have had revelations about each of the companies. I mean,
- 5:22Speaker 3: they can call us at any time, all right.
- 5:24Speaker 1: So that was Warren Buffett from an old old clip
- 5:26Speaker 1: that we played on our channel, okay, and I want
- 5:29Speaker 1: to panel through some things because this is the theme
- 5:33Speaker 1: that these are the just so we can go to
- 5:34Speaker 1: this clip right here right there. All right, So these
- 5:37Speaker 1: are the Japanese trading houses that he's investing in, and
- 5:39Speaker 1: he's just said, hey, we're investing in long term. What
- 5:42Speaker 1: did Warren Buffett know about these companies? Well, let me
- 5:47Speaker 1: kind of go through them quickly. Right here, we were
- 5:50Speaker 1: Beanie investing in digital blockchain startups. Then you go over
- 5:53Speaker 1: to I Touch you also announcing a blockchain for traceability.
- 6:00Speaker 1: Then you get into what's happening right here, Mitsubishi also
- 6:03Speaker 1: getting in on Avalanche. Then you go over to Sumuitomo,
- 6:08Speaker 1: this is the financial group that he's talking about also
- 6:10Speaker 1: getting in as guess what stable coin on Avalanche. All
- 6:15Speaker 1: of these are starting to integrate into blockchain technologies. And
- 6:20Speaker 1: Buffett basically put the list out there months and months ago,
- 6:24Speaker 1: and now all of a sudden you have this movement
- 6:26Speaker 1: within Japan all happening right now, not to speak of
- 6:30Speaker 1: what's happening with JPYC. This of course, is where Avalanche
- 6:33Speaker 1: is starting to move and take over a little bit
- 6:36Speaker 1: of Polygon Steam in terms of number of transactions you
- 6:39Speaker 1: can kind of see the volume starting to shift a
- 6:41Speaker 1: little bit. Point being is JPYC, this is the Japanese
- 6:44Speaker 1: stable coin is starting to indicate a lot of movement.
- 6:47Speaker 1: And when you look at the strategy of what their
- 6:49Speaker 1: Japanese Prime minister is doing around the ecosystem of blockchain
- 6:53Speaker 1: and building it as an industry, this is a very
- 6:56Speaker 1: important analysis to look at. I want to go to
- 6:59Speaker 1: this one right now here. This of course was talking
- 7:02Speaker 1: about Globe with this Yatsu talking about this, remember President
- 7:05Speaker 1: CEO of Anamoka, and he says, let's launch a dedicated
- 7:08Speaker 1: fund to support the growth of Japanese culture industries such
- 7:11Speaker 1: as magna, anime and film. I'm telling you it's like
- 7:15Speaker 1: they are talking to each other. They have to be
- 7:18Speaker 1: to be able to just reprint exactly what the Prime
- 7:21Speaker 1: minister is talking about from Japan, which is exactly that
- 7:25Speaker 1: support these industries. Let me go to a clip because
- 7:28Speaker 1: this is Yatsu breaking it down. He was right again.
- 7:31Speaker 5: When Sony actually first launched NAUM, it was actually a
- 7:34Speaker 5: largely muted release. Even within the US sort of web
- 7:38Speaker 5: three circles. They were like not really paying attention to it. It
- 7:41Speaker 5: was kind of interesting, but I think still to this
- 7:43Speaker 5: date would probably be the largest enterprise in the world
- 7:45Speaker 5: that actually has launched a blockchain, starting their own blockchain
- 7:49Speaker 5: as an EAT layer two. Yes, it's kind of wild,
- 7:51Speaker 5: and of course for us, the interests is working with them,
- 7:54Speaker 5: not just adding value to the blockchain, but also leveraging
- 7:57Speaker 5: the network that is sony places like Japan. For instance,
- 8:00Speaker 5: One thing I've been sent tening people ages ago that
- 8:03Speaker 5: Japan is actually one of maybe the only country in
- 8:05Speaker 5: the world that already has a token listing framework. So
- 8:09Speaker 5: the tokens that are they're listed for instance like san
- 8:11Speaker 5: or ape coin for instance, they're completely legit. It's the
- 8:14Speaker 5: only country in the world, at least in the past
- 8:17Speaker 5: that had that.
- 8:17Speaker 1: All right, So tons of tokens getting ready to ignite
- 8:20Speaker 1: in Japan. This is probably going to be a situation
- 8:23Speaker 1: where they might lead out an all coin season. And
- 8:25Speaker 1: there's a reason for this, and that is everything from liquidity,
- 8:30Speaker 1: the market structure side, and the tax side. Okay, they've
- 8:34Speaker 1: got all of these things coming together at one time,
- 8:37Speaker 1: Versus here in the US we haven't got through taxes yet.
- 8:40Speaker 1: We just got a stable coin build through. We don't
- 8:42Speaker 1: have market structure in play, and Scott Bessen is recognizing
- 8:46Speaker 1: all of this and he had something to say. And
- 8:49Speaker 1: this is another older clip. These guys are saying this
- 8:52Speaker 1: stuff out loud. If you just pay attention, watch this one.
- 8:56Speaker 3: In a way, the most dangerous thing is a Japanese
- 8:59Speaker 3: company with a lot of cash, because they'll do something
- 9:01Speaker 3: crazy with it.
- 9:02Speaker 1: They're going to do something crazy.
- 9:04Speaker 4: It's a bit more of a dipping your toes into
- 9:06Speaker 4: the web three tech.
- 9:07Speaker 3: Yeah, because we've been hearing executives talk about a super
- 9:13Speaker 3: game coming sometime in twenty twenty six. Is that correct?
- 9:17Speaker 3: Could be? Could be?
- 9:18Speaker 6: Yeah, yes, yes, sometimes around that area, I would say.
- 9:21Speaker 1: And that will incorporate all of your ips from your catalog.
- 9:25Speaker 6: Well, we are not you know, we are not qualifying,
- 9:29Speaker 6: but we are not you know, denying the potential.
- 9:32Speaker 1: We're not verifying, but we're not denying.
- 9:35Speaker 6: So so I guess is the one to always challenge
- 9:39Speaker 6: the knock. We're trying to be wild. It's higher risk
- 9:44Speaker 6: by potentially higher return, you know. And I think I
- 9:48Speaker 6: want to say this is going to be my greatest
- 9:53Speaker 6: achievement in my carreer. Greatest achievement is still to come.
- 9:57Speaker 1: All right, So as you can see there this a
- 10:00Speaker 1: very very different picture for where the innovation could come from.
- 10:05Speaker 1: A lot of this could be birth in Japan, and
- 10:08Speaker 1: it's going to come through culture. This is something Sue
- 10:10Speaker 1: talks about a lot. Culture is going to be the
- 10:13Speaker 1: major driver of crypto, and even Scott Besson mentioned that
- 10:16Speaker 1: a Japanese company with a ton of money, Now you've
- 10:19Speaker 1: got a stable coin, Now you've got an infrastructure, now
- 10:22Speaker 1: you've got tax incentives that are playing into this. Uh,
- 10:26Speaker 1: Scott Beston the better be paying attention right here, guys.
- 10:28Speaker 1: This could be one of the key things that leads
- 10:30Speaker 1: us out into twenty twenty six, and you guys don't
- 10:33Speaker 1: want to miss it because we're going to be covering
- 10:35Speaker 1: all of that and so much more. If you're not
- 10:37Speaker 1: part of our own private member group, which is the
- 10:39Speaker 1: Baron Market Edge, you guys should be. We always leave
- 10:41Speaker 1: a link down below. It's absolutely free to join. Follow
- 10:45Speaker 1: me on x at Paul Baron. We'll catch you next
- 10:46Speaker 1: time right here on The Paul Baron Show.