Latest / The Paul Barron Crypto Show / Macro Fears Return🚨Iran Using Crypto🔥Pam Bondi FIRED!
Transcript
- 0:00Speaker 1: Pambondi is out, Iran is taking crypto. We're going to
- 0:03Speaker 1: break it all down for you today. You don't want
- 0:05Speaker 1: to miss it. Let's just jump right in. Let's think
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- 0:50Speaker 1: let's get into it today. You guys will remember we
- 0:53Speaker 1: did this video three weeks ago and said this is happening.
- 0:59Speaker 1: If you had bet on poly market on that one.
- 1:02Speaker 1: You would be very very happy today because Pam Bondi
- 1:07Speaker 1: is out. Let's go right to the truth. Social Pam Bonnie,
- 1:10Speaker 1: great American patriot, loyal friend who faithfully served as my
- 1:13Speaker 1: attorney general of the past year. She is gone. Has
- 1:17Speaker 1: done an absolute terrible job overseeing a massive crackdown. And
- 1:22Speaker 1: of course we love Pam, but she's got to go.
- 1:25Speaker 1: That's basically what it says, and that is the fact.
- 1:28Speaker 1: And we kind of anticipated this down the road, so
- 1:31Speaker 1: it's nothing new, guys, It's nothing new. There will be
- 1:34Speaker 1: more people coming down the pipe for sure. Now I
- 1:37Speaker 1: want to go into the Trump highlights from last night. Everybody,
- 1:40Speaker 1: if you didn't catch the speech, this will give it
- 1:42Speaker 1: a good wrap up. Take a look.
- 1:44Speaker 2: In these past four weeks, our armed forces have delivered swift, decisive,
- 1:49Speaker 2: overwhelming victories on the battlefield. Obama gave them one point
- 1:55Speaker 2: seven billion dollars in cash, green green cash. So to
- 2:00Speaker 2: those countries that can't get fuel, many of which refuse
- 2:04Speaker 2: to get involved in the decapitation of our end, we
- 2:08Speaker 2: had to do it ourselves, build up some delayed courage.
- 2:11Speaker 2: Should have done it before, should have done it with
- 2:13Speaker 2: us as we asked, go to the strait and just
- 2:16Speaker 2: take it in. Any event, when this conflict is over,
- 2:19Speaker 2: the strait will open up naturally. It'll just open up naturally.
- 2:24Speaker 2: Then the gas prices will rapidly come back down. Stock
- 2:27Speaker 2: prices will rapidly go back up. They haven't come down
- 2:30Speaker 2: very much.
- 2:30Speaker 3: Frankly, We're going to hit them extremely hard over the
- 2:34Speaker 3: next two to three weeks. We're going to bring them
- 2:38Speaker 3: back to the Stone ages where they belong. Regime change
- 2:42Speaker 3: was not our goal. We never said regime change, but
- 2:45Speaker 3: regime change.
- 2:46Speaker 2: Has occurred because of all of their original leader's death.
- 2:52Speaker 3: They're all dead.
- 2:54Speaker 2: If there is no deal, we are going to hit
- 2:56Speaker 2: each and every one of their electric generating plants very hot,
- 3:00Speaker 2: and probably simultaneously. This is a true investment in your
- 3:05Speaker 2: children and your grandchildren's future.
- 3:07Speaker 3: The whole world is watching.
- 3:09Speaker 2: And they can't leave the power, strength and brilliants. They
- 3:13Speaker 2: just can't believe what they're seeing. They leave it to
- 3:17Speaker 2: your imagination, but they can't believe what they're seeing. The
- 3:20Speaker 2: brilliance of the United States.
- 3:23Speaker 1: All right, So you can see a lot of people.
- 3:26Speaker 1: I think we're hoping that there may be something, but
- 3:28Speaker 1: I think most everybody had a good understanding that it
- 3:31Speaker 1: would be pretty much a nothing burger coming out of
- 3:33Speaker 1: President Trump last night. But one thing is happening, and
- 3:37Speaker 1: that is that we are seeing oil surge above a
- 3:40Speaker 1: one ten. We are now want twelve of a barrel.
- 3:42Speaker 1: This continues to push up. If you look at just
- 3:45Speaker 1: where West Texas CREUD has been in the past, this
- 3:48Speaker 1: is now at an all time high from that spike
- 3:51Speaker 1: that we saw all the way back here in twenty
- 3:54Speaker 1: twenty two. If we get into that level right there,
- 3:57Speaker 1: which was the May thirty two, twenty two, where we
- 4:00Speaker 1: started to clip into a one to eleven almost one
- 4:04Speaker 1: point fifteen a barrel, we are facing that right now.
- 4:08Speaker 1: And from what my oil people tell me out there
- 4:12Speaker 1: that are in this business, this is a This is
- 4:14Speaker 1: a no win at one point fifteen a barrel, a
- 4:17Speaker 1: no win for the United States. Continued to put more
- 4:19Speaker 1: pressure on the economy. Here's a clip talking about could
- 4:23Speaker 1: it get worse from here?
- 4:24Speaker 4: Take a look, kay, look the president's speech. It clearly
- 4:27Speaker 4: failed to put out the fire in the oil market.
- 4:29Speaker 4: If anything, it seemed to just meet people even more nervous.
- 4:33Speaker 3: Right.
- 4:33Speaker 4: The hope was that we get some clarity some de escalation.
- 4:36Speaker 4: We didn't get that. That's why we're seeing this ten
- 4:38Speaker 4: percent increase in oil prices today, one hundred and ten
- 4:40Speaker 4: dollars at barrel, highest inter day level in almost four years.
- 4:44Speaker 4: And there is this concern that if the war lasts
- 4:47Speaker 4: through June, you can see much higher prices. Mcquari Group
- 4:50Speaker 4: had put out some research recently where they said, if
- 4:53Speaker 4: this lasts through June, two hundred dollars a barrel oil,
- 4:56Speaker 4: that would equate to seven dollars a gallon gas in
- 5:00Speaker 4: the United States, blowing away that record high from four
- 5:03Speaker 4: years ago under former President Biden. And I asked mc
- 5:05Speaker 4: queer group, what if the war ends, the military conflict
- 5:09Speaker 4: winds down, but the straight UFOM moves remains closed, and
- 5:12Speaker 4: they said, yeah, that could still lead to this two
- 5:15Speaker 4: hundred dollars barre oil situation. Because even though the President
- 5:18Speaker 4: has argued we don't need the straight UFOM moves, in
- 5:21Speaker 4: the United States is completely immune. I mean, this is
- 5:23Speaker 4: still a world oil market and I think if anything
- 5:27Speaker 4: in the last four months has really shown us how
- 5:30Speaker 4: this remains interconnected.
- 5:32Speaker 1: All right, so a lot interconnected here, and granted you
- 5:35Speaker 1: have to remember that in Asia oil prices are even higher.
- 5:40Speaker 1: This goes on and has a carry on effect into
- 5:42Speaker 1: the stock market S and P five hundred and race
- 5:45Speaker 1: eight hundred and thirty billion as US markets opened for
- 5:48Speaker 1: the first time. Obviously, since Trump's speech, it has corrected slightly,
- 5:53Speaker 1: but the fact that the initial shock was real just
- 5:57Speaker 1: goes to show you that we'll continue to see a
- 5:59Speaker 1: lot more pressure on this market in general. Additionally to that,
- 6:03Speaker 1: you're going to see the US applying more tariffs on
- 6:05Speaker 1: steel and aluminum products. This continues to put more pressure
- 6:09Speaker 1: on countries and companies here in the United States that
- 6:13Speaker 1: need aluminum and steel. This will continue to push down.
- 6:16Speaker 1: Remember this was a year ago where Trump imposed the
- 6:19Speaker 1: first massive tariffs hitting the country. Were now one year
- 6:22Speaker 1: in and where are we now? That's exactly what everybody
- 6:26Speaker 1: is asking. The other point that you have to look
- 6:28Speaker 1: at is this news right here. And this is a
- 6:31Speaker 1: little sideways on this because I don't understand it exactly,
- 6:35Speaker 1: but now vessels can pay for oil or passage in
- 6:39Speaker 1: you on or crypto. Primarily they're talking about stable coins,
- 6:43Speaker 1: and if it is stable coins, that of course supports
- 6:46Speaker 1: in most cases the US treasury or gold. So I
- 6:49Speaker 1: don't get the reasoning behind why go this direction other
- 6:52Speaker 1: than maybe liquidity and possibility of availability of some companies
- 6:59Speaker 1: and countries starting to try to navigate the straight of
- 7:02Speaker 1: horror moves and be able to pay in something they
- 7:04Speaker 1: can get access to. So that's interesting right now, This
- 7:07Speaker 1: of course gets into what's happening around where is crypto
- 7:12Speaker 1: going inside Iran? Take a look.
- 7:14Speaker 5: What we have seen is that you know, sayly there
- 7:17Speaker 5: is heightened activity of things happening on crypto exchanges within Iran,
- 7:22Speaker 5: and I think what people need to know is that
- 7:25Speaker 5: half of this activity is actually local Iranian citizens escaping
- 7:30Speaker 5: the regime, and roughly half of that usage we think
- 7:33Speaker 5: is tied to HIGHLGC being able to buy weapons and
- 7:38Speaker 5: conduct oil trade. And now think about taxing ships going
- 7:42Speaker 5: through the stae of the Homers.
- 7:44Speaker 1: Stable coins are a vital safe haven in this Middle
- 7:47Speaker 1: East conflict? Is this problematic for the US government?
- 7:51Speaker 5: Having the intelligence behind money movement of the Iranian regime
- 7:56Speaker 5: is critical. What we need to focus on as a
- 7:59Speaker 5: country is making sure that all of the economic flows
- 8:02Speaker 5: linked to the sustenance behind the regime is well understood
- 8:06Speaker 5: and to the extent that stable coins are being used
- 8:09Speaker 5: there are tools at the disposal to be able to
- 8:12Speaker 5: conduct sanctions activity against some of these wallets, and the
- 8:15Speaker 5: US has been very active in that front. There's also
- 8:18Speaker 5: opportunities to freeze and seize assets as they go beyond
- 8:22Speaker 5: Uranian borders and get integrated into the global cryptocurrency ecosystem.
- 8:27Speaker 5: And so the visibility that we can create from chanalysis
- 8:31Speaker 5: of showing what this economy looks like is actually critical
- 8:34Speaker 5: to the intelligence picture.
- 8:37Speaker 1: All right, So interesting words there from chanalysis on the
- 8:41Speaker 1: word we being able to track as ME and US
- 8:44Speaker 1: government ch analysis. Interesting points there. If you look at
- 8:47Speaker 1: some of the data coming out of this, this shows
- 8:50Speaker 1: some very interesting timelines. You had the Iranian missile strike,
- 8:54Speaker 1: we saw a spike in crypto usage and activity, it
- 8:58Speaker 1: started slide down, war begins, and of course another trend up.
- 9:01Speaker 1: But overall this has been trending up really since June
- 9:04Speaker 1: of twenty twenty three. And further into that, when you
- 9:07Speaker 1: look at the IRCG, they also have been trending up
- 9:11Speaker 1: since June of twenty twenty three in terms of how
- 9:14Speaker 1: much volume is being run through Iran into crypto. So
- 9:18Speaker 1: here's a chart that kind of breaks down what he
- 9:19Speaker 1: was mentioning there in terms of it's about fifty to
- 9:21Speaker 1: fifty citizens and IRCG. But this gives us a good
- 9:25Speaker 1: analysis on the fact that we are seeing flight to safety,
- 9:29Speaker 1: flights safety meeting crypto and whether that's in stable coins, bitcoin, ethereum,
- 9:33Speaker 1: excerptp whatever it might be. Point being is that we're
- 9:36Speaker 1: seeing activity that is growing significantly. If you look at
- 9:39Speaker 1: the crypto asset outflows. This is from nobotecs one of
- 9:42Speaker 1: the top exchanges over there. Just to give an example,
- 9:46Speaker 1: US sanctions, this was in February first Israeli and US
- 9:49Speaker 1: non strikes outflows occur. These alflows are all trending up. Again,
- 9:54Speaker 1: other data shows right here in terms of the Iranian
- 9:58Speaker 1: service outflows. This this is where we get into a
- 10:01Speaker 1: lot of the individuals that are starting to move out
- 10:03Speaker 1: into flight to safety. So a lot of activity here
- 10:08Speaker 1: right now. Now here is nobotex, which is the centralized
- 10:11Speaker 1: exchange there within Iran, but you'll notice here's the IRCG
- 10:15Speaker 1: kind of moving in and out of it. Then you
- 10:17Speaker 1: have a whole slew of other DEXes and exchanges that
- 10:20Speaker 1: are also working in and out of nobotech. So the
- 10:23Speaker 1: point that chain analysis was talking about, chan analysis is
- 10:26Speaker 1: talking about is the fact that when you are utilizing crypto,
- 10:30Speaker 1: this is all traceable pretty much. And when you apply
- 10:33Speaker 1: this to some of the technologies that are already out
- 10:35Speaker 1: there where there's chaninnalysis, whether you look at Palenteer involvement
- 10:38Speaker 1: in this, I don't understand why that Iran will do this,
- 10:43Speaker 1: but they are doing it. The other thing to watch
- 10:45Speaker 1: is the value shift that is occurring, because most of
- 10:48Speaker 1: it you'll see in the gray I don't know if
- 10:51Speaker 1: you guys can read that on screen, but the gray
- 10:52Speaker 1: bar right there is tether. And this had been trending
- 10:56Speaker 1: up really since around also twenty twenty three, right there,
- 11:00Speaker 1: twenty twenty three July, trending up significantly. It peaks in
- 11:04Speaker 1: October of twenty four and then starts sliding down and
- 11:07Speaker 1: other assets start building up, and then here we are
- 11:09Speaker 1: right now. So the fact that they are looking at
- 11:12Speaker 1: other assets for more of a diversified portfolio is intriguing
- 11:18Speaker 1: because this gets into ether, tron, bitcoins, USD. So watch this, guys.
- 11:26Speaker 1: There's a lot happening. And remember there's only a handful
- 11:29Speaker 1: of tokens that could handle the cliinal liquidity that we're
- 11:33Speaker 1: talking about. Because these tankers are expensive. So imagine that
- 11:37Speaker 1: right there, you've got bitcoin. If you look at that
- 11:39Speaker 1: daily volume available market liquidity, ethereum, xrp B and b Solana,
- 11:45Speaker 1: those are the ones that most likely will benefit from
- 11:49Speaker 1: this if anyone does. But the point is is that
- 11:52Speaker 1: those are the assets to kind of keep an eye
- 11:54Speaker 1: on other things you got to keep an eye on.
- 11:56Speaker 1: Right here is the cost, and we continue to accelerate
- 11:59Speaker 1: heading into four prety billion as we move forward on
- 12:02Speaker 1: the first what are we thirty three days in? Oh,
- 12:06Speaker 1: I don't like that number. Thirty three days in and
- 12:09Speaker 1: not good signs right there. At least the human cost
- 12:13Speaker 1: has not continued to rise, at least in the short
- 12:15Speaker 1: period of time, but that could change quickly. The other
- 12:18Speaker 1: thing that plays into this is budgets. Budgets are getting
- 12:21Speaker 1: weird because you've got Iranian military budget ten billion. I
- 12:25Speaker 1: understand that, but Pentagon asking for two hundred billion on
- 12:29Speaker 1: top of the one trillion that has already been allocated
- 12:32Speaker 1: to fight IRN that I don't agree with more money
- 12:34Speaker 1: going into the coffers of just building more death machines.
- 12:38Speaker 1: I don't understand why that is going to be the case.
- 12:41Speaker 1: One other thing I want to hit on is this
- 12:42Speaker 1: right here? Democratic centers demanding answers from HEG Sath. This
- 12:46Speaker 1: is in reference to a defense investment inquiry. And if
- 12:49Speaker 1: you look further into it, earlier that we the broker
- 12:52Speaker 1: for Hegseath at Morgan Stanley contacted Black Rock and Equity
- 12:56Speaker 1: Fund and tried to make a multimillion dollar investment into
- 12:59Speaker 1: a fund with different fence stocks weeks before the Iranian war.
- 13:03Speaker 1: So not good signs here, guys when you look at
- 13:06Speaker 1: these kind of things, as well as the fact that
- 13:08Speaker 1: we already have Pambondy out. One other note that you
- 13:11Speaker 1: can look at here in the article, which I thought
- 13:14Speaker 1: was unusual, is that the Pentagon actually demanded a retraction
- 13:17Speaker 1: on this story. So interesting times ahead and you look
- 13:21Speaker 1: at Pambondi out. Is Hegseth maybe next? Going forward? Other
- 13:26Speaker 1: things you got to look at is who is benefiting
- 13:29Speaker 1: from this? Well, here's Anthony's Karamucci talking about it.
- 13:33Speaker 6: Announced that they're going to bomb the electrical grits. The
- 13:36Speaker 6: markets are illiquid over the weekends because we don't have
- 13:39Speaker 6: twenty four hour trading, and then there is unusual activity
- 13:44Speaker 6: one point five billion dollars of notional SMP called e minis.
- 13:49Speaker 6: Their futures contracts are bought one hour prior to Donald
- 13:55Speaker 6: Trump saying that he's talked to somebody that the Iranians
- 13:58Speaker 6: say doesn't exist and that he didn't talk to, and
- 14:00Speaker 6: that he's calling a five day moratorium on the strikes.
- 14:03Speaker 6: And they cotemporaneously bought one hundred and ninety two million
- 14:08Speaker 6: dollars in crude oil futures. So this was four to
- 14:11Speaker 6: six times the normal activity one hour before he makes
- 14:17Speaker 6: the five day moratorium announcement. So they made between three
- 14:20Speaker 6: and four hundred million dollars off of the purchase and
- 14:24Speaker 6: sale of these contracts. And of course this is not
- 14:27Speaker 6: the first time that this has happened. Okay, there's been
- 14:29Speaker 6: multiple times throughout the year that he says something, the
- 14:33Speaker 6: trade goes on. He then says another thing. We sometimes
- 14:36Speaker 6: call it taco. But they're laughing at you, and they
- 14:40Speaker 6: are laughing at me while they're doing it. The kids
- 14:43Speaker 6: have said to people, before this is over, we're going
- 14:45Speaker 6: to be the richest family in the world. So I
- 14:48Speaker 6: think we're under reporting the amount of money.
- 14:52Speaker 1: All right, I mean, this is where it gets a
- 14:54Speaker 1: big gross guys. Is this kind of insider activity that
- 14:57Speaker 1: is and appears to be going on. The interest point
- 15:00Speaker 1: is is it's all being brought to light. I don't
- 15:03Speaker 1: necessarily see a way out on this. But here's the
- 15:06Speaker 1: other angle on this is when you look at that
- 15:09Speaker 1: happening and also compare to other things that need to
- 15:13Speaker 1: be done inside the government. Here's a clip on what
- 15:17Speaker 1: is at risk. Take a look.
- 15:19Speaker 3: We can't take care of daycare. We're a big country.
- 15:22Speaker 3: We have fifty states, we have all these other people
- 15:24Speaker 3: who are fighting wars. We can't take care of daycare.
- 15:27Speaker 3: You got to let a state take care of daycare,
- 15:30Speaker 3: and they should pay for it too. They should pay.
- 15:32Speaker 3: They have to raise their taxes, but they should pay
- 15:35Speaker 3: for it, and we could lower our taxes a little
- 15:37Speaker 3: bit to them to make up. But it's not possible
- 15:40Speaker 3: for us to take care of daycare, Medicaid, Medicare, all
- 15:44Speaker 3: these individual things. They can do it on a state basis.
- 15:48Speaker 3: You can't do it in a federal We have to
- 15:50Speaker 3: take care of one thing, military protection.
- 15:53Speaker 1: Okay, man, I always thought it was America first. Here
- 15:58Speaker 1: you look at the amount of money that was spent
- 16:00Speaker 1: or could be spent on this budget that would like
- 16:03Speaker 1: cover free day care for fourteen million children in the US.
- 16:07Speaker 1: That's a big deal for working families. I think these
- 16:09Speaker 1: are the kind of things that Americans do want, and
- 16:11Speaker 1: I think that's what they originally wanted by getting Trump
- 16:14Speaker 1: in the office, was let's get some some of this
- 16:17Speaker 1: working here in the US. Shift comes in kind of
- 16:20Speaker 1: piles on. The lowest approval rating of any US president
- 16:23Speaker 1: was Harry Truman during his second term. The second lowest
- 16:27Speaker 1: was Donald Trump now, and of course, despite cormagusporters, Trump
- 16:30Speaker 1: will likely break Truman's record in his second term going forward.
- 16:34Speaker 1: So let me know what you guys think. Are you
- 16:36Speaker 1: in agreement with how this is playing out? If you're not,
- 16:39Speaker 1: I'm sure this is going to get kind of crazy
- 16:40Speaker 1: in the comments, but I'd love to see more interaction
- 16:44Speaker 1: on where you guys stand on this. Trump is also
- 16:47Speaker 1: preparing to release a fiscal year in twenty twenty seven budget,
- 16:51Speaker 1: and it's planned to release on Friday. You know what
- 16:55Speaker 1: happens on Friday, guys. I think I've trained you enough.
- 16:58Speaker 1: And when you want to cover something up, dropping on
- 17:00Speaker 1: a Friday afternoon and hope that things don't get picked
- 17:03Speaker 1: up and more things get hit on over the weekend
- 17:06Speaker 1: to cover up that news.
- 17:08Speaker 3: It is.
- 17:08Speaker 1: It is PR one oh one. That's what you do.
- 17:11Speaker 1: So be on the lookout right there. We're going to
- 17:13Speaker 1: see all sorts of things, including cuts for domestic agencies
- 17:16Speaker 1: including health care, healthcare, and entitlement. So watch for that
- 17:20Speaker 1: budget in a big way. One last thing is when
- 17:24Speaker 1: you look at polymarket or the current midterm playout, the
- 17:28Speaker 1: Senate is the one area right now. It's a fifty
- 17:31Speaker 1: two chance right now the demcrest take the Senate, which
- 17:34Speaker 1: would be the biggest issue because it's going to a
- 17:36Speaker 1: foregone conclusion We're losing the House. When I say we,
- 17:39Speaker 1: the Republicans are going to lose the House, I say
- 17:41Speaker 1: we in the sense of Crypto is going to lose
- 17:43Speaker 1: the House.
- 17:44Speaker 5: Uh.
- 17:44Speaker 1: The Senate, though, is important, and we had Deeton on yesterday.
- 17:48Speaker 1: He is running for a Senate seat. He knows Crypto.
- 17:51Speaker 1: We need people up there that are going to fight
- 17:53Speaker 1: for Crypto and at least get some of the steps
- 17:55Speaker 1: through because I'm still cautious as to whether or not
- 17:58Speaker 1: we get clarity through before midterms. That's the kind of
- 18:01Speaker 1: things that we are concerned about. And if we don't
- 18:04Speaker 1: get it through before midterms and Crypto loses the Senate
- 18:08Speaker 1: and the House. Then that's pretty much done. I don't
- 18:11Speaker 1: think we see a bipartisan approach to this. We're going
- 18:14Speaker 1: to cover this very closely because a lot of things
- 18:16Speaker 1: are happening right now. Stay tuned. If you like this video,
- 18:26Speaker 1: like and subscribe, drop a comment down below, and also
- 18:29Speaker 1: join our free private member group. The link is in
- 18:32Speaker 1: the description.