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Crypto Week Surge?📈Market Update · The Paul Barron Crypto Show

• 0:06
  Speaker 1: Cryptoweek surge is here today. We'll break it down for you.
• 0:08
  Speaker 1: My name is Paul Barrel. We'll come back in the show.
• 0:10
  Speaker 1: Let's get into it. I do want to thank our sponsor.
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• 0:34
  Speaker 1: All right, Let's get into a couple of points here.
• 0:36
  Speaker 1: Of the CPI slightly up or a little bit more
• 0:39
  Speaker 1: than's expected. President Trump is again posting statements after the
• 0:45
  Speaker 1: CPI came in and it did rise to two point seven,
• 0:47
  Speaker 1: but he is still on it and that is lower.
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  Speaker 2: The FED rate.
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  Speaker 1: Now, this is what Trump is looking for again. The
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  Speaker 1: opportunity is either massive because this will have an effect
• 0:58
  Speaker 1: on so many different industry to readjust businesses that will
• 1:02
  Speaker 1: go back in real estate prices, we could see a
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  Speaker 1: lot that would add jet fuel to where this economy
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  Speaker 1: is going.
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  Speaker 3: Now.
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  Speaker 1: I want to go to a clip of Scott Besson.
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  Speaker 1: He's talking about the CPI take a look.
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  Speaker 3: Put too much emphasis on one number. I think it's
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  Speaker 3: the trend. And I think one thing that Wall Street,
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  Speaker 3: a lot of economist market in general got wrong early
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  Speaker 3: on was that tariffs were going to cause a substantial
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  Speaker 3: price level rise, which just hasn't happened.
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  Speaker 4: And there are some people on the FOMC, the Federal
• 1:36
  Speaker 4: Reserve still worried about the prospect of happening through the summer.
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  Speaker 4: We've all sensed the frustration from the White House across
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  Speaker 4: the administration with feed chet J. Powell and a lot
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  Speaker 4: of confusion. I think at this point that maybe we
• 1:47
  Speaker 4: can address in this conversation is firing the Federal Reserve
• 1:50
  Speaker 4: chair under active consideration in the White House and the
• 1:54
  Speaker 4: Treasury in your administration.
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  Speaker 3: President Trump said numerous times he's not going to fire J. Powell.
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  Speaker 3: He's working the refs.
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  Speaker 1: All right, So you can kind of see it there.
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  Speaker 1: There's just a lot of pressure from the White House.
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  Speaker 4: Now.
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  Speaker 1: One thing that Pessen did hit on is the trend
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  Speaker 1: and if you take a look at the annual and
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  Speaker 1: you also compare this to what's happening in the UK,
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  Speaker 1: ur Tina, India, most of these are up in terms
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  Speaker 1: of comparison to the United States. This of course coming
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  Speaker 1: off of true inflation, which the trend is down if
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  Speaker 1: you go to the high which was right back there
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  Speaker 1: on December fourteenth when the market was booming, and we
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  Speaker 1: have seen a downward trend. And this of course is
• 2:33
  Speaker 1: all since the tariffs have infacted.
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  Speaker 2: Now.
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  Speaker 1: One thing that also plays into this is you think
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  Speaker 1: about the UK and their inflation number and the fact
• 2:43
  Speaker 1: that they have started to lower rates on the ECB.
• 2:46
  Speaker 1: So the United States is definitely behind. Now the question
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  Speaker 1: is is pal too late? Will this have an effect
• 2:52
  Speaker 1: on the market that is longer lasting because of US
• 2:55
  Speaker 1: holding off on these on these rate cuts, That is
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  Speaker 1: the real question. Now tariffs are a big part of this.
• 3:01
  Speaker 1: I want to go to a clip here that kind
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  Speaker 1: of breaks it down how the tariffs might be massaged
• 3:06
  Speaker 1: through the economy.
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  Speaker 4: Take a look from when it comes to tariffs, what
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  Speaker 4: do you think we ultimately what do you think we
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  Speaker 4: ultimately get or.
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  Speaker 5: Not all My view personally has banned for a while
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  Speaker 5: that this is going to end up looking like a
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  Speaker 5: ten percent consumption tax, sort of like a VAT, and
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  Speaker 5: the idea there is that it'll be shared between exporters, importers,
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  Speaker 5: and consumers kind of equally. We can live with that, right,
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  Speaker 5: I think that's the goal here, is to it's a
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  Speaker 5: revenue generator. Okay, we can live with this. It's a
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  Speaker 5: shared tax across those three constituents, and businesses will figure
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  Speaker 5: it out. And I think that's where that's why the
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  Speaker 5: market is. It's not complacent, it's just that's where it's settling,
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  Speaker 5: all right.
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  Speaker 1: If that is true, if we do get a ten
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  Speaker 1: percent shared and if that actually seeps its way into
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  Speaker 1: the economy, then I don't know what do you guys think.
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  Speaker 2: Do you think that would be something.
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  Speaker 1: You would live with, Say you're at a three point
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  Speaker 1: three to three percent of your share of that kind
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  Speaker 1: of impact on the economy, but at the same time,
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  Speaker 1: having the ability to have lower rates for house loans,
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  Speaker 1: car loans, being able to go out and take a
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  Speaker 1: loan and build your business, all those kind of things.
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  Speaker 1: Let me know in the comments down below. One thing though,
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  Speaker 1: that is happening, and that is the AI race is
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  Speaker 1: on the real question is is how much continued impact
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  Speaker 1: will AI have in.
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  Speaker 2: Terms of the market.
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  Speaker 1: So I want to play a clip here that kind
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  Speaker 1: of gives us the trend.
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  Speaker 2: Take a look, you know.
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  Speaker 5: Look, one of our big themes this year as we
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  Speaker 5: came in was that AI Campacks is going to slow
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  Speaker 5: decelerate and then all that draft in April, and I
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  Speaker 5: think that explains a lot of the selloff in the
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  Speaker 5: first quarter and a lot of the recovery. Doesn't get
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  Speaker 5: a lot of attention though people are focused on tariffs,
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  Speaker 5: are focused on other things that are going on, but
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  Speaker 5: the AI Campec cycle has been very important for the
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  Speaker 5: overall market direction, first down the first quarter and then
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  Speaker 5: the recovery in the second quarter. So the market has
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  Speaker 5: moved on from terror. Says the worst is behind us.
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  Speaker 5: It doesn't mean that we don't still have bad news
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  Speaker 5: or issues in front of us, but it's moving beyond that.
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  Speaker 5: And the big beautiful Bill did sort of wrap up
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  Speaker 5: a lot of the things that are now going to
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  Speaker 5: lead to positive things for earnings growth both in the
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  Speaker 5: second half of this year and into next year.
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  Speaker 2: So, as we said at the.
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  Speaker 5: Beginning of the year, President Trump came in, He's like
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  Speaker 5: a new CEO. They kitchen sink things right, They did
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  Speaker 5: all the growth negative things first, and I think the
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  Speaker 5: Big Beautiful Bill is part of that positive transition now
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  Speaker 5: to really earning's growth more so than economic growth. And
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  Speaker 5: I think the market understands this. This is why people
• 5:23
  Speaker 5: are very confused about why is the market up? Why
• 5:24
  Speaker 5: is the market up? Well, earn your vision breath has
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  Speaker 5: turned straight up, and we've been talking about this for
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  Speaker 5: three months, and the Big Beautiful Bill only supports that
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  Speaker 5: view further.
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  Speaker 1: All right, So if he is correct and earnings do
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  Speaker 1: go up, that is going to have a definite domino
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  Speaker 1: effect on where the markets are going. If you look
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  Speaker 1: at the current crypto fear and greed holding it around
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  Speaker 1: seventy right now. If you compare that to the drat
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  Speaker 1: five markets, here's the fear and greed holding it extreme
• 5:51
  Speaker 1: greed right now. Obviously the market's up considerably. This is,
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  Speaker 1: of course, all starts to play into risk assets and
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  Speaker 1: the potential to earn more income on some other assets
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  Speaker 1: out there.
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  Speaker 2: As you diversify your portfolio.
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  Speaker 1: So all this could be going back to the point
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  Speaker 1: he's getting at, and that is, look at AI compare
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  Speaker 1: what they've been able to do. And if we start
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  Speaker 1: to see earnings numbers coming in from a lot of
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  Speaker 1: these top tech companies that starts to grow, you're going
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  Speaker 1: to see this ingested into the economy as a positive.
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  Speaker 1: Other things that are happening this week. Right now is
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  Speaker 1: forty eight hours until History and I would agree with
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  Speaker 1: this anti CBDC Act vote comes in, Clarity Act comes in.
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  Speaker 1: That's tomorrow, and then on Thursday we'll get the Genius
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  Speaker 1: Act vote. So it's very possible that we could have Clarity,
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  Speaker 1: we could have an anti CBDC, and we can have
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  Speaker 1: a stable coin bill. All happening this week. And if
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  Speaker 1: that occurs, guys, I don't know how much more bullish
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  Speaker 1: we could see the markets start to really move. One
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  Speaker 1: thing that you have to kind of consider is this
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  Speaker 1: right here, and this is that the House is going
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  Speaker 1: to hold their procedural vote tomorrow afternoon or this afternoon
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  Speaker 1: and establish kind of the terms around the Genus and
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  Speaker 1: the Clarity Act. Now, the key here will be if
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  Speaker 1: Clarity shows an indication that we could get market structured
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  Speaker 1: through the House, this would get interesting because that could
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  Speaker 1: give us an indicator that we might actually get this thing.
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  Speaker 2: Passed this year.
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  Speaker 1: And I've talked to two lobbyist groups here on the
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  Speaker 1: show just in the past week that have not been
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  Speaker 1: as confident that that was going to happen this year
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  Speaker 1: in terms of the market structure. If that does occur
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  Speaker 1: and we do get a market structure build, guys, this
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  Speaker 1: will be huge for the markets in general. Genius Act
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  Speaker 1: most likely about one hundred percent going to happen. If
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  Speaker 1: you look at polymarket right now, holding it at ninety
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  Speaker 1: five percent probability, I would agree with that. I think
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  Speaker 1: Genius is going to fly through. The other thing that
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  Speaker 1: is happening this week it's interesting timing too, and.
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  Speaker 2: This is the Federal Reserve FDIC OCC.
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  Speaker 1: All of those released their joint statement on green lights
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  Speaker 1: for banks to custodmy crypto. So that's done, and you
• 7:54
  Speaker 1: have FED now which is live, and then the ISO
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  Speaker 1: twenty oh two to two. This is something we did
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  Speaker 1: a video on yesterday. Why it's going to have a
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  Speaker 1: big impact on banks in general, the ability for crypto
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  Speaker 1: and digital assets to start to integrate into the economy.
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  Speaker 1: This is a big deal, so be on the lookout.
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  Speaker 1: Timing is very interesting. I asked McClary about this yesterday.
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  Speaker 1: Go back and watch that video because it was a
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  Speaker 1: good breakdown of exactly what's going on. And his point
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  Speaker 1: was exactly that, and that is, there are so much
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  Speaker 1: opportunities here, it's difficult to even get your hands around
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  Speaker 1: what this could do for the market in general. With
• 8:30
  Speaker 1: that being said, you've got the vice president, the sitting
• 8:33
  Speaker 1: Vice president, Jeddie Vance saying crypto is a hedge against
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  Speaker 1: bad policymaking from Washington, no matter what party is in control.
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  Speaker 1: This is a great statement, and to me, it starts
• 8:44
  Speaker 1: to set the standard for normalization for average people to
• 8:48
  Speaker 1: start taking a look at crypto who have never looked
• 8:51
  Speaker 1: at crypto before and say, wait a minute, maybe owning
• 8:53
  Speaker 1: some bitcoin and some ethereum a handful of digital assets
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  Speaker 1: is the answer here to kind of levee reach against
• 9:00
  Speaker 1: what I've seen in terms of inflation and also just
• 9:04
  Speaker 1: the dollar dedollarization. I think when you look at the
• 9:07
  Speaker 1: valuation of where the Dixie is going, all of this
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  Speaker 1: is good.
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  Speaker 2: In positive news.
• 9:13
  Speaker 1: The other thing that came in that was positive news,
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  Speaker 1: this is the California Breakthrough Project. This is something that
• 9:18
  Speaker 1: essentially is going to utilize a handful of blockchain companies.
• 9:22
  Speaker 1: You've got Ripple coinbase Moopey to advise their government. This
• 9:26
  Speaker 1: is Gavin Newsom on efficiency and collaboration. Now, this will
• 9:30
  Speaker 1: be interesting. I don't know if it's just a lot
• 9:31
  Speaker 1: of fluff or if there's going to be something that
• 9:33
  Speaker 1: will be executed. But the task force met for the
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  Speaker 1: first time in Ripple's headquarters, so it's possible there could
• 9:39
  Speaker 1: be some integrations.
• 9:41
  Speaker 2: Be on the lookout for this.
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  Speaker 1: There's also another company in there that you guys should
• 9:44
  Speaker 1: pay attention to in that is Snapchat and Andrel. So
• 9:47
  Speaker 1: remember Andrel Palmer Lucky's company very AI oriented, mostly around
• 9:52
  Speaker 1: the defense space, but something to keep an eye on
• 9:55
  Speaker 1: of where this could go for both Ripple and XRP
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  Speaker 1: as it relates to CA.
• 10:01
  Speaker 2: Let's get into this.
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  Speaker 1: Bitcoin back loans now are starting to absolutely skyrocket. One
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  Speaker 1: billion of these in place. I anticipate we're going to
• 10:10
  Speaker 1: see a lot more activity around this for a lot
• 10:13
  Speaker 1: of people who are not willing to sell their bitcoin,
• 10:16
  Speaker 1: but they understand the likelihood that they have so much
• 10:19
  Speaker 1: right now in profit that they'd be good in being
• 10:22
  Speaker 1: able to go in and take a loan against that,
• 10:24
  Speaker 1: take some profit and or go in and start looking
• 10:28
  Speaker 1: at other digital assets that they could play into. So
• 10:30
  Speaker 1: I think we're going to see a big trend here
• 10:32
  Speaker 1: on bitcoin back loans. Another thing that's happening right now
• 10:36
  Speaker 1: is Base and Brian Armstrong over a Coinbase setting up
• 10:40
  Speaker 1: their big event live keynote coming out. One of the
• 10:43
  Speaker 1: things he said that I thought was interesting is from
• 10:46
  Speaker 1: three to four a new way to create a new
• 10:49
  Speaker 1: social network, all global economy for everyone. Next chapter of
• 10:52
  Speaker 1: Base is coming. We may see the wallet app turn
• 10:56
  Speaker 1: into something else. It may morph into a social or
• 11:00
  Speaker 1: oriented platform that has payments as well as social possibly
• 11:05
  Speaker 1: some other cultural elements that may play into this. Let's
• 11:08
  Speaker 1: see what Base pulls out of the hat and if
• 11:11
  Speaker 1: they can go head to head with Robinhood right now,
• 11:13
  Speaker 1: which has mostly been sucking up a lot of the
• 11:15
  Speaker 1: air in terms of PR. Here's Van Guard now playing catchup.
• 11:19
  Speaker 1: And the way they're doing it is they have become
• 11:21
  Speaker 1: the largest shareholder of microstr mstr and Strategy. And also
• 11:26
  Speaker 1: remember they said that bitcoin is not an appropriate long
• 11:29
  Speaker 1: term investment, so it's kind of interesting that they've had
• 11:31
  Speaker 1: that position. Now they're the largest shareholder of the only
• 11:34
  Speaker 1: company that really has been successful around holding treasury, and
• 11:38
  Speaker 1: that of course is Michael Saylor and strategy other things
• 11:41
  Speaker 1: that kind of play into this. If you just look
• 11:43
  Speaker 1: institutional capital others that are playing catch up, they first
• 11:47
  Speaker 1: of all can no longer ignore the returns that bitcoin
• 11:50
  Speaker 1: is providing. This is something we've talked about, and you
• 11:53
  Speaker 1: have to think of it like this, guys. When you
• 11:55
  Speaker 1: look at traditional money managers, you and I and anybody
• 11:59
  Speaker 1: in the crypto space may say, hey, one X is
• 12:01
  Speaker 1: not that much. Well, a traditional money manager, a thirty
• 12:04
  Speaker 1: percent gain on a portfolio is legendary. A forty or
• 12:09
  Speaker 1: fifty or a one x gain on a portfolio would
• 12:13
  Speaker 1: make someone's career.
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  Speaker 2: So that is a big deal.
• 12:17
  Speaker 1: When we continue to see this asset moving like this,
• 12:20
  Speaker 1: This is what they're stating right here. When an asset
• 12:23
  Speaker 1: provides a return of ninety percent in one year, it
• 12:26
  Speaker 1: can be ruled an outlier.
• 12:28
  Speaker 2: I don't think so.
• 12:29
  Speaker 1: I think now we're seeing much more confidence not only
• 12:32
  Speaker 1: in bitcoin, but in digital assets as a whole, including
• 12:35
  Speaker 1: around what's happening in ETH. And the thing that surprises
• 12:39
  Speaker 1: me is this right here, another two hundred and sixty
• 12:41
  Speaker 1: mili into spot ether ETFs. Get ready, guys, I think
• 12:45
  Speaker 1: we could see some very big activity with ethereum, and
• 12:49
  Speaker 1: don't forget there are some massive shorts piling into ethereum
• 12:53
  Speaker 1: right now. Are we setting up for this short squeeze
• 12:56
  Speaker 1: that we've been talking about.
• 12:58
  Speaker 2: I think it's coming.
• 12:59
  Speaker 1: I think we are near much like what we saw
• 13:01
  Speaker 1: when Bitcoin broke out, because it's going to be like
• 13:03
  Speaker 1: a pop, much like what Bitcoin was trying to break
• 13:06
  Speaker 1: through that one ten zone and was able to do
• 13:09
  Speaker 1: that by liquidating a lot of those shorts around one
• 13:11
  Speaker 1: to eleven, and obviously Bitcoin skyrocketed to one twenty three.
• 13:15
  Speaker 1: It's regressed a little bit now, but the point being
• 13:18
  Speaker 1: this is where eth could make a breakthrough. All right,
• 13:20
  Speaker 1: So if you guys are not in the diamond circle,
• 13:22
  Speaker 1: get in right now. It's our own private group.
• 13:24
  Speaker 2: It's free.
• 13:25
  Speaker 1: All you have to do is use the link down below,
• 13:27
  Speaker 1: and of course follow me on x at Paul Baron.
• 13:29
  Speaker 1: We'll catch you next time right here on The Paul
• 13:30
  Speaker 1: Baron Show.