Latest / The Paul Barron Crypto Show / SpaceX Boosting $SOL!?🚀Solana Bull Case🔥
Transcript
- 0:00Speaker 1: Today, let's break down Solana. And I know the first
- 0:02Speaker 1: thing you guys are going to tell me it's going
- 0:04Speaker 1: to fifty dollars. Well, maybe there's a different analysis here,
- 0:08Speaker 1: guys that you will want to look at. Let's just
- 0:09Speaker 1: start off right here, and I look at SpaceX, and
- 0:13Speaker 1: the reason that SpaceX is important is because of the
- 0:17Speaker 1: purpse and the impact that is going to play into
- 0:19Speaker 1: the rest of the Salona ecosystem if SpaceX continues its
- 0:23Speaker 1: climb somewhat as a memestock, and a lot of people
- 0:26Speaker 1: are kind of pointing to that it has now overtaken
- 0:29Speaker 1: Microsoft Amazon as well. You've got Kramer even saying it,
- 0:32Speaker 1: I am uncomfortable watching a stock go up ten points
- 0:36Speaker 1: in a couple of hours, and I like the stock,
- 0:39Speaker 1: and of course he's talking and referencing it as maybe
- 0:42Speaker 1: a meme stock. So let's break this down because Eric
- 0:44Speaker 1: bole shown us over from Bloombergy kind of hits on it.
- 0:46Speaker 1: Right here, there's two X, SpaceX etf race. What's happening
- 0:50Speaker 1: here is interesting, total freeding frensey to the people who
- 0:54Speaker 1: doubted that there was enough djens to support this point
- 0:58Speaker 1: being is that this has now become a djen stock
- 1:02Speaker 1: within Wall Street and that I think will continue to
- 1:05Speaker 1: push into the after hours in the PERP markets. Here.
- 1:08Speaker 1: Of course, VBUO, hitting on this first time token is
- 1:10Speaker 1: stocks is now the most traded asset on Solana. SpaceX
- 1:14Speaker 1: just clocked one hundred million in twenty four hours. That's
- 1:16Speaker 1: more than all tokenied equities did in the entire months
- 1:21Speaker 1: of August and September last year. So the amount of
- 1:24Speaker 1: trading volume and activity that's going to occur in these
- 1:28Speaker 1: after hour markets is going to be insane, so much
- 1:32Speaker 1: so that you've got companies like Coinbase trying to get
- 1:34Speaker 1: in quickly. They announced their first real one to one
- 1:38Speaker 1: back token is stocks are coming, and this of course
- 1:41Speaker 1: is getting ready to launch on their own PERP platform.
- 1:44Speaker 1: But I think Coinbase may be a little late here,
- 1:46Speaker 1: and the reason is is that you've got this kind
- 1:49Speaker 1: of thing happening right now with finance. Look at this
- 1:52Speaker 1: finance absolutely killing it right here, and this is what
- 1:55Speaker 1: coinbase is chasing. Let's go to this tweet right here,
- 1:58Speaker 1: because this is a good example right here of how
- 2:00Speaker 1: long it took proof of work derivatives on coinbase and
- 2:03Speaker 1: that they're growing, but this is how long it took
- 2:05Speaker 1: to get to two hundred eleven billion. You'll notice of
- 2:08Speaker 1: July basically one year of twenty five to twenty six
- 2:12Speaker 1: right now. But if you look into DeFi, that's a
- 2:15Speaker 1: completely different story. As we see this absolute explosion to
- 2:19Speaker 1: seven point eight trillion last year and now on track
- 2:23Speaker 1: to eclipse that and flip it this year. That's trillion,
- 2:27Speaker 1: not billion, guys, trillion in terms of perp volume. And
- 2:31Speaker 1: that's the point I'm getting at. Now you've put basically
- 2:34Speaker 1: rocket fuel into this ecosystem. The other thing that makes
- 2:37Speaker 1: this interesting, why it's going to grow, I think, is
- 2:39Speaker 1: the gamification of its A good example, especially on a salon.
- 2:42Speaker 1: A good example right here is what's happening on Jupiter.
- 2:45Speaker 1: They've got SpaceX rewards campaign now live, and this is
- 2:48Speaker 1: getting into not only the card packs, but how that
- 2:52Speaker 1: is going to become a potential gamified element of now
- 2:58Speaker 1: token is securities, and that's where it stops. Now you've
- 3:01Speaker 1: got all sorts of plank campaigns out there, including what
- 3:04Speaker 1: Frontier Traders is doing. They've got a SpaceX leaderboard this
- 3:07Speaker 1: essentially running on Solana, and if you look at it,
- 3:10Speaker 1: that's the kind of rewards guys right there it's the
- 3:12Speaker 1: top one hundred if you kind of scan down even
- 3:14Speaker 1: on the end of it, if you go down to
- 3:16Speaker 1: that little purple line right there, you go to the
- 3:19Speaker 1: top one hundred. They're even clocking in at seventy seven
- 3:22Speaker 1: bucks each one of these, and that's what just fifty
- 3:25Speaker 1: five k. So if a couple of big trades on there,
- 3:27Speaker 1: you're in the top one hundred for these kinds of rewards.
- 3:30Speaker 1: Let's move over to who's winning the purp battle right now.
- 3:34Speaker 1: It is hyper Liquid clearly maintaining that number one slot
- 3:39Speaker 1: ethereum number two Solana sliding in right there, and remember
- 3:42Speaker 1: not a lot of Purpse available on Slona. But if
- 3:44Speaker 1: you look at spot activity now you're looking at where
- 3:48Speaker 1: Solana gets very active. And I think that's the point
- 3:51Speaker 1: if we see well not if it's when we see
- 3:54Speaker 1: more Purpse starting to slide into Solana. This could become
- 3:57Speaker 1: a challenger for what's going on within the hyper liquid ecosystem. That,
- 4:01Speaker 1: of course, is only going to continue to push it up.
- 4:04Speaker 1: Right here, a good example right here of Sunrise SpaceX
- 4:07Speaker 1: now surpassing one hundred million on chain volume. This one
- 4:10Speaker 1: is just one of those. Imagine if this starts to
- 4:13Speaker 1: roll out with all these IPOs that are coming live
- 4:17Speaker 1: this year. Here is SpaceX live on Slaanavia Sunrise DeFi
- 4:21Speaker 1: now you can borrow your SpaceX right there on offer book,
- 4:25Speaker 1: So nowhere else can you get that kind of activity.
- 4:28Speaker 1: This is another one interesting that continues to put I
- 4:30Speaker 1: think we'll put more interest around perps, especially as we
- 4:35Speaker 1: see this moving forward. So let's take a look at
- 4:38Speaker 1: SpaceX over here on xdox, and this is forty eight
- 4:42Speaker 1: hundred holders. This of course pretty much being dominated right here.
- 4:45Speaker 1: As you can see, it's kind of cross right there,
- 4:47Speaker 1: holders leading the way, Slana ethereum way back, but even
- 4:52Speaker 1: BMB there. Okay, if you go down here and look
- 4:55Speaker 1: at where this is holding, because this right now is
- 4:58Speaker 1: way down on the list, imagine if this starts to
- 5:01Speaker 1: move up and most likely could even take maybe a
- 5:03Speaker 1: top five position right there of Tesla, all you have
- 5:06Speaker 1: to do is double. That's the kind of volume we're
- 5:09Speaker 1: already starting to see. I'll go to this tweet right here,
- 5:12Speaker 1: because these are the IPOs that are coming and look
- 5:16Speaker 1: at the opportunities here, and that's not all of them.
- 5:18Speaker 1: You've got Anthropic Opening Eye by Dance coming up, Stripe
- 5:21Speaker 1: revolute all of those that potentially could be equally not equally,
- 5:25Speaker 1: but very similarly active, and of course this creates a
- 5:29Speaker 1: great opportunity for Solana. Let's look at the Solana chart
- 5:33Speaker 1: and I'm here on the monthly and you'll see nine
- 5:36Speaker 1: months of red candles trading it at seventy three, right, Okay,
- 5:40Speaker 1: So even if you go back to FDx, even during
- 5:42Speaker 1: that we did not trade nine red candles, we had
- 5:46Speaker 1: two months in there of recovery. And that's the point
- 5:49Speaker 1: I'm getting at. Is Salana nearing the bottom right now?
- 5:52Speaker 1: Where do you guys think it hits? Maybe this is
- 5:54Speaker 1: where you're just doing some dollar cost averaging and looking
- 5:57Speaker 1: at the opportunity here, especially if they start moving hard
- 6:01Speaker 1: in the purpse side of things. If you look at
- 6:03Speaker 1: the RSI, this is trading below where the RSI was
- 6:07Speaker 1: all the way back during FDx. So again we have
- 6:10Speaker 1: not seen this much negative sentiment around Solana before. Is
- 6:15Speaker 1: this the time that this starts to pay off for you?
- 6:18Speaker 1: If you look at just the metric comparison of returning
- 6:21Speaker 1: users and new users, Look at this, guys, This is
- 6:26Speaker 1: the returning in the purple, the new users in the yellow.
- 6:29Speaker 1: This is a very sticky chain. So people are coming
- 6:32Speaker 1: in and they're not leaving. They're starting to understand how
- 6:35Speaker 1: perpetuals are working. They're looking at the most activity that's
- 6:38Speaker 1: happening within Solana, and Solana's uptime has been holding. There's
- 6:43Speaker 1: a lot of benefits that really play into this. Solana
- 6:46Speaker 1: recorded sixty nine thousand active agents, so it's not just
- 6:50Speaker 1: happening with people. It's also happening on the agentic side.
- 6:53Speaker 1: And this is just a tip of the iceberg. So
- 6:57Speaker 1: imagine what this will look like as we start to
- 6:59Speaker 1: see really explode over the next few years. Agentic along
- 7:04Speaker 1: with users, along with perpetuals, all of this growing in
- 7:08Speaker 1: the Salana ecosystem. All right. So there's two things though
- 7:12Speaker 1: that nobody's mentioning right now, and that are two proposals
- 7:15Speaker 1: that are out there in the Salana ecosystem SIMD zero
- 7:19Speaker 1: five fifty. The key here is cutting inflation. They're talking
- 7:23Speaker 1: about reducing emissions, and if you look at this, this
- 7:26Speaker 1: is all transacting downward. And this would be huge because
- 7:30Speaker 1: if we see that happen, one of these two proposals,
- 7:34Speaker 1: this one and then this one right here, would effectively
- 7:37Speaker 1: bring souls burn rate back to the Q four twenty
- 7:42Speaker 1: twenty four range again with all this growth happening, so
- 7:46Speaker 1: pretty huge because this would be dynamic these one of
- 7:50Speaker 1: these two, either one of these two get approved, and
- 7:53Speaker 1: those are events that would be absolutely insane for Solana.
- 7:57Speaker 1: And again, do we see a fifty dollars on it.
- 8:00Speaker 1: It's possible. Last thing I want you guys to think,
- 8:03Speaker 1: because if you think it's going to fifty, or if
- 8:05Speaker 1: you think it's going to forty five, okay, But the
- 8:08Speaker 1: thing that we'll turn this around is going to be
- 8:11Speaker 1: Clarity and that is when you trigger the buy button.
- 8:15Speaker 1: Right there, guys, CLARITYAC signs into law twenty twenty six.
- 8:18Speaker 1: If we get this and we see this moving forward,
- 8:22Speaker 1: that I think is going to be one of the
- 8:24Speaker 1: biggest signals that we will have on Solana. Just so
- 8:27Speaker 1: you guys, remember we've done these videos before and one
- 8:30Speaker 1: of the key winners that we've talked about before is
- 8:34Speaker 1: Jupe and Solana. Remember that that was three months ago.
- 8:37Speaker 1: Jupe and Solana, those are the ones to watch right now.
- 8:47Speaker 1: If you like this video, like and subscribe, drop a
- 8:50Speaker 1: comment down below, and also join our free private member group.
- 8:54Speaker 1: The link is in the description