Latest / The Paul Barron Crypto Show / Don’t Miss These Catalysts!🚀Next Crypto Explosion Starts Here🔥
Transcript
- 0:00Speaker 1: Raging bull market could be brewing today. We'll break it
- 0:02Speaker 1: down for you. Don't want to miss it. It's going
- 0:04Speaker 1: to be a good one. Let's just jump right into it.
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- 0:35Speaker 1: into it today. And this is getting into some interesting points.
- 0:38Speaker 1: And what I'm going to try to do for you
- 0:40Speaker 1: today is outline all the bullish scenarios that could play
- 0:45Speaker 1: into a recovery of what we're seeing right now. And
- 0:49Speaker 1: it's going to start with the biggest thing of all,
- 0:51Speaker 1: and that is a government shutdown. Now, if the government
- 0:53Speaker 1: shutdown gets redirected, because remember poly market is all over
- 0:57Speaker 1: the place right now, it doesn't know what's going to happen,
- 1:00Speaker 1: which is kind of the peak of uncertainty in itself,
- 1:04Speaker 1: is that even the gamblers out there that are trying
- 1:06Speaker 1: to understand where this is going do not completely get
- 1:09Speaker 1: what's going on in DC.
- 1:11Speaker 2: So I want to go to a couple of clips.
- 1:12Speaker 1: This, of course is mister Tom Emmer, and he breaks
- 1:16Speaker 1: down a couple of points of how this might be
- 1:18Speaker 1: able to end on Tuesday.
- 1:20Speaker 2: Take a look, what's your timeline on it? If you
- 1:23Speaker 2: had to make an estimate.
- 1:24Speaker 3: I'm not the one making the but you understand this.
- 1:27Speaker 4: I'm telling you that.
- 1:28Speaker 3: I sadly, I think their next inflection point is next Tuesday. Literally,
- 1:33Speaker 3: if they try to reopen the government beforehand, the very
- 1:36Speaker 3: people that they're afraid of in their party will absolutely
- 1:40Speaker 3: destroy them and may not show up Tuesdays. So they
- 1:43Speaker 3: keep the government closed through Tuesday, harm American people, just
- 1:46Speaker 3: to make a stay the miss all right.
- 1:48Speaker 1: So what he's getting at is this is a critical
- 1:50Speaker 1: time for the Democrats of being able to look as
- 1:54Speaker 1: though they've kind of defended the position.
- 1:56Speaker 2: And he goes on in the same.
- 1:58Speaker 1: Clip to kind of break down that maybe there's a
- 2:00Speaker 1: window here for the Dems to actually come out looking good.
- 2:04Speaker 2: Take a look, well, well this.
- 2:05Speaker 4: What healthcare costs do go up, and they will in
- 2:08Speaker 4: certain parts of the country. There's no question that that's
- 2:10Speaker 4: directionally where this is going to go. Do you think
- 2:12Speaker 4: Democrats will get any credit when this is all over
- 2:15Speaker 4: for raising the red flag on that.
- 2:18Speaker 3: They can try to claim the high ground on that,
- 2:20Speaker 3: but remember their argument about healthcare is completely false. Republicans
- 2:24Speaker 3: are going to move us forward and we've got to
- 2:26Speaker 3: reform the system, but you got to open up the
- 2:28Speaker 3: government first before you can get to that.
- 2:30Speaker 2: All right, So one of the things Emma was getting to.
- 2:32Speaker 1: Obviously the Dems could be in a position where they
- 2:35Speaker 1: showed that they fought.
- 2:36Speaker 2: For the American voters.
- 2:37Speaker 1: Now, one thing that plays into this is how does
- 2:40Speaker 1: this get corrected quickly? And what I'm talking about is
- 2:43Speaker 1: the health premiums. If we get the Republicans where we
- 2:47Speaker 1: get the government reopened and they come in with a plan,
- 2:51Speaker 1: if they're looming with a plan right now that could
- 2:54Speaker 1: immediately address this, that would be another catalyst going forward.
- 2:57Speaker 1: Here's Mike Johnson talking about that.
- 3:00Speaker 5: So if the government reopened tonight, would Republicans have a
- 3:03Speaker 5: plan to address the Obamacare subjects?
- 3:06Speaker 6: Yes, Yes, Yes, a good We have proposals too, Yeah,
- 3:11Speaker 6: we could have that ready immediately. Yes, we have ideas
- 3:15Speaker 6: on the table.
- 3:16Speaker 5: Are you saying that there is a Republican plan and
- 3:18Speaker 5: you're just not talking about it.
- 3:19Speaker 6: No, I'm saying there's lots of discussion about it, but
- 3:22Speaker 6: we don't relay it on a conference call with hundreds
- 3:24Speaker 6: of people listening.
- 3:25Speaker 5: Then why not have that out there to talk about
- 3:28Speaker 5: in the public so the people can hear that debate happening.
- 3:31Speaker 5: I mean, you could have committees and session right now
- 3:33Speaker 5: they will, Klin, I'm talking about this.
- 3:35Speaker 7: We've been working on it since day one of this Congress.
- 3:39Speaker 7: We worked on it in the years prior, and we've
- 3:41Speaker 7: already demonstrated this is not talking points for us. We've
- 3:44Speaker 7: demonstrated it. We put it into the one big, beautiful building,
- 3:47Speaker 7: all right.
- 3:47Speaker 1: So there he was kind of defending the position. If
- 3:49Speaker 1: in fact that is true and the Republicans have something
- 3:53Speaker 1: looming that could be played into this, that could be
- 3:55Speaker 1: another catalyst going forward. Now, there are some other scenarios
- 3:59Speaker 1: that are playing into this, and that is the broader market,
- 4:01Speaker 1: the kind of pressure that the American consumer is getting.
- 4:04Speaker 1: Will it showed up in the Chipotle stock of all places.
- 4:08Speaker 2: Take a look. Now, let's get to our churn of
- 4:10Speaker 2: the day. Look at this one.
- 4:11Speaker 4: Chipotle shares taking a real big hit after luring a
- 4:14Speaker 4: sales outlook as consumers, they cut back on dining as
- 4:17Speaker 4: they're feeling the pressure from inflation.
- 4:19Speaker 5: This has been a.
- 4:20Speaker 8: Problem for a while. I've been fighting it. I was
- 4:23Speaker 8: looking for anything to be positive last night, anything at all.
- 4:27Speaker 8: There was not anything to be positive. I'm not sure
- 4:30Speaker 8: this leadership team is the right leadership team, and I
- 4:33Speaker 8: do not want to be emotional about it, but I
- 4:34Speaker 8: truly believe it. I sold out of it. I apologize
- 4:37Speaker 8: to anyone who followed me into it. Actually, I'm quite
- 4:40Speaker 8: tempted in Starbucks, to be honest with you.
- 4:42Speaker 3: I think there's an obvious problem here that we're kind
- 4:44Speaker 3: of not touching on, which is the government shutdown.
- 4:47Speaker 1: All right, so that analyst completely missed it there. I
- 4:49Speaker 1: think Chipotlee, this is something we've been talking about on
- 4:52Speaker 1: this channel right here for a while, and that is
- 4:54Speaker 1: that these corrected sales. The first place you would start
- 4:57Speaker 1: to see the ouch point occur was going to be
- 4:59Speaker 1: in the restaurant industry, and the big dog of the
- 5:01Speaker 1: restaurant industry has always been Chipotle.
- 5:04Speaker 2: Well, on one hand, you have young.
- 5:05Speaker 1: Americans now can no longer afford to buy Chipotle. But
- 5:09Speaker 1: on the other hand, you get the S and P
- 5:10Speaker 1: five hundred adding eighteen trillion in six months.
- 5:13Speaker 2: What does that tell you, guys?
- 5:14Speaker 1: It tells you that assets are the only way you
- 5:17Speaker 1: beat inflation. Whether it's digital assets, stocks and gold, anything
- 5:22Speaker 1: an asset that has good liquidity. This is the angle
- 5:25Speaker 1: for you. That's why you can come to this channel
- 5:27Speaker 1: and watch it. Let's get into a couple other points
- 5:29Speaker 1: right quick. I want to get into the potential of
- 5:32Speaker 1: the tariff agreements that could be done by November thirtieth.
- 5:36Speaker 1: Look at that list at Argentina, India, Brazil, Mexico, China.
- 5:39Speaker 1: Even at forty six percent, that one is the big
- 5:41Speaker 1: one right there, guys. If China has some sort of
- 5:44Speaker 1: even partial deal, that itself would be a fairly good catalyst.
- 5:48Speaker 1: But the problem is that you don't know, because it's Trump.
- 5:52Speaker 1: You don't know if there's going to be something that
- 5:54Speaker 1: comes out of left field again and wax the market
- 5:56Speaker 1: one more time and creates this crazy volatility. One thing
- 6:00Speaker 1: that would solidify that is if they pull the powers
- 6:03Speaker 1: from the president, and the powers from the President have
- 6:08Speaker 1: already passed through on this Senate resolution. Right here, we
- 6:10Speaker 1: had four Republicans siding with the Democrats. Now, I don't
- 6:14Speaker 1: think this happens, but if it were to happen, that
- 6:16Speaker 1: would be at least some sort of consistency that would
- 6:21Speaker 1: brew around tariffs. I think the markets would look at
- 6:24Speaker 1: that in a positive way, at least from a market standpoint.
- 6:27Speaker 1: The only thing is, I don't think the House will
- 6:29Speaker 1: even get close to passing that. One other thing, Trump says,
- 6:33Speaker 1: tariff's checks are probably coming for millions of Americans and soon.
- 6:37Speaker 1: This is another indicator, of course, that if we're doing
- 6:41Speaker 1: this much wealth transfer, the situation that is occurring with
- 6:44Speaker 1: these tariffs now to the point that the US government
- 6:47Speaker 1: is going to rebate the American people that is I
- 6:50Speaker 1: don't know if that would be a catalyst, but it
- 6:51Speaker 1: would change things dramatically. One other thing that could change
- 6:54Speaker 1: things is the liquidity programs and the balance sheets were
- 6:57Speaker 1: the FED and if you look at quantitative tightening, which
- 7:01Speaker 1: is ending on December first, the real question is when
- 7:04Speaker 1: would easing go into effect. When we saw easing kind
- 7:08Speaker 1: of kick in back in twenty twenty three. One of
- 7:11Speaker 1: the key things that occurred was back in March of
- 7:14Speaker 1: twenty twenty three, and the key element was what we
- 7:17Speaker 1: had seen with Silicon National Bank. And this was the
- 7:19Speaker 1: zone right here that I'm kind of pointing to on
- 7:22Speaker 1: the chart, and look at this. This is the uptrend
- 7:24Speaker 1: right here. That's the bitcoin chart right now. So granted,
- 7:27Speaker 1: it doesn't mean that that would happen on all risk assets,
- 7:29Speaker 1: but at the point is is easing will start to
- 7:32Speaker 1: change things around other things that could happen during this time.
- 7:36Speaker 1: Where we get easing is where the FED will start
- 7:37Speaker 1: buying bonds in the first quarter of twenty twenty six,
- 7:40Speaker 1: is one analyst talking about that, relaunching the balance sheet
- 7:43Speaker 1: explosion and then net purchase of about thirty five billion
- 7:47Speaker 1: in Treasury bonds per month. That's what would happen here
- 7:50Speaker 1: in terms of an easing cycle. So again, more catalysts
- 7:53Speaker 1: that play into a potential. All right, One other catalyst
- 7:57Speaker 1: I want to get to this is a clip on
- 7:59Speaker 1: Paul Atkins, who is waiting on shutdown for crypto retirement
- 8:03Speaker 1: accounts to possibly restructure and maybe even banning accredited investor requirements.
- 8:09Speaker 2: Take a look as.
- 8:10Speaker 9: Far as the retirement investments go, we're working with the
- 8:13Speaker 9: Department of Labor, and of course all this is affected
- 8:16Speaker 9: by the shutdowns, so we haven't really been able to
- 8:18Speaker 9: make much progress. And then on the individual elective investment side,
- 8:24Speaker 9: we will be looking at the credited investors' standard. Is
- 8:29Speaker 9: that still something that we should have or modify?
- 8:34Speaker 1: All right, so you see the number of catalysts are
- 8:37Speaker 1: piling up.
- 8:38Speaker 2: Here right guys.
- 8:39Speaker 1: By the way, if you like this, make sure and
- 8:41Speaker 1: hit the like button. Let us know drop some comments
- 8:43Speaker 1: down below. It always does help these videos get out there.
- 8:47Speaker 1: The other thing that starts to leverage in is of
- 8:49Speaker 1: course the Clarity Act. And the Clarity Act I think
- 8:51Speaker 1: is maybe going to be the biggest element that could
- 8:54Speaker 1: really put this market back on its edge in terms
- 8:57Speaker 1: of in a positive way. Some say the committee could
- 8:59Speaker 1: move as as soon as tomorrow, Others say final preparations
- 9:03Speaker 1: mean it could slide into next week. I'm still kind
- 9:05Speaker 1: of twisted on this as to whether or not we
- 9:07Speaker 1: see this in twenty twenty five or we see coming
- 9:11Speaker 1: back in twenty twenty sex. I think it all boils
- 9:13Speaker 1: down to the shutdown. That's the delay issue and mechanism
- 9:16Speaker 1: that needs to occur for this to actually take place.
- 9:19Speaker 1: The Clarity Act would move markets in a big way.
- 9:22Speaker 1: Other things that would move market, of course, is we've
- 9:24Speaker 1: got the Fusaka upgrade occurring, and this is scheduled for
- 9:29Speaker 1: now for December third. And if you look at some
- 9:31Speaker 1: of the improvements right here, mainly what you're looking at
- 9:34Speaker 1: is the capacity through put and then of course the
- 9:38Speaker 1: fact that we're talking about less costs. All of this
- 9:41Speaker 1: blending into the last upgrade we had with Ethereum which
- 9:45Speaker 1: helped the market was Pactro. This I think is going
- 9:47Speaker 1: to do the same thing. The last catalyst area is
- 9:50Speaker 1: this nothing stops these categories that are growing. Of course,
- 9:54Speaker 1: we've talked about tokenized assets. This is going to explode.
- 9:58Speaker 1: You're going to also see AI and the interjection of
- 10:02Speaker 1: agentic payments X four h two. We did a whole
- 10:04Speaker 1: video on that. If you guys didn't watch it, go
- 10:06Speaker 1: back and watch it. It is a big, big deal
- 10:09Speaker 1: that is going to shift how AI is going to
- 10:11Speaker 1: be used on crypto. Then, of course you've got to
- 10:13Speaker 1: look at the global market overview, and this of course
- 10:15Speaker 1: is stable coins all continuing to grow, and that is
- 10:20Speaker 1: good for crypto in general. Last point I'll get to
- 10:23Speaker 1: is even avalanche. Now we get into countries that are
- 10:25Speaker 1: all leveraging in. This is Japan now with look at this,
- 10:29Speaker 1: six six point five trillion of their credit card processes
- 10:32Speaker 1: are now pushing into the avalanche ecosystem.
- 10:35Speaker 2: So just deployed. All of this is good news, guys.
- 10:38Speaker 1: So the point being we've got a lot in the works,
- 10:42Speaker 1: all of these things are in the air, is the problem.
- 10:45Speaker 1: And that's why I think you're seeing such uncertainty in
- 10:47Speaker 1: the market. If we start seeing some of these things land,
- 10:51Speaker 1: We're not going to get them all, so don't assume
- 10:52Speaker 1: that we will, but some of these will be key.
- 10:55Speaker 1: Starting with the government shutdown. I think that is the
- 10:58Speaker 1: one catalyst that will start a cast event, potentially starting
- 11:02Speaker 1: to correct a market. All right, If you guys are
- 11:04Speaker 1: not subscribed to the channel, do it now, get in.
- 11:07Speaker 1: And also on the Diamond Circle, we always leave a
- 11:09Speaker 1: link down below. It's absolutely free to join and follow
- 11:12Speaker 1: me out there on X at Paul Baron. We'll catch
- 11:14Speaker 1: you next time right here on the Paul Baron Show.