Latest / The Paul Barron Crypto Show / Cathie Wood Loads Up🚨Michael Saylor's "Crypto Reactor" Pumping Altcoins!?🔥
Transcript
- 0:00Speaker 1: Kathy Wood is starting to buy the dip and also
- 0:02Speaker 1: Crypto might be setting up for a really interesting position.
- 0:05Speaker 1: Let's break it down. I want to thank our sponsor
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- 0:37Speaker 1: at diversifying and building a tax deferred model going forward. Guys,
- 0:41Speaker 1: take a look at that one. Let's lead off with
- 0:43Speaker 1: a clip here from Michael Sailor because he's talking about
- 0:47Speaker 1: something where crypto could be going nuclear. Take a look.
- 0:50Speaker 2: You have a million dollars. You can either buy a
- 0:52Speaker 2: million dollars a bitcoin and got on a roller coaster. Well,
- 0:56Speaker 2: that'll probably return you thirty percent or more over the
- 0:59Speaker 2: next decade, but you're going to have to go without
- 1:02Speaker 2: anything for four years? Or do you want to give
- 1:05Speaker 2: me a million dollars? I just give you ten percent
- 1:07Speaker 2: a year, and I will peg the principle to one
- 1:10Speaker 2: hundred bucks. And what we've discovered is the market for
- 1:14Speaker 2: the first eleven percent of the return is one hundred
- 1:18Speaker 2: x larger than the market for all forty percent. Well,
- 1:23Speaker 2: let me say it a different way. How many people
- 1:25Speaker 2: want unlimited free electricity and how many people want to
- 1:29Speaker 2: run a nuclear reactor in their backyard? So we're running,
- 1:32Speaker 2: We're running a crypto reactor. The truth of the matter
- 1:35Speaker 2: is the only security that I've ever created that I
- 1:39Speaker 2: would ever recommend to friends and family is SDRC.
- 1:44Speaker 1: All right, So there you had it. We had the
- 1:46Speaker 1: strategy team on last a couple of weeks ago breaking
- 1:49Speaker 1: down STRC and of course this is a good example
- 1:52Speaker 1: of it right here from strategy as a variable stock.
- 1:55Speaker 1: Right there you see this other extension again even after
- 1:59Speaker 1: it's been doing these stair steps. So this thing could
- 2:01Speaker 1: get nuclear very quickly. I would agree with Michael what
- 2:05Speaker 1: he's talking about there. And it's an interesting strategy because
- 2:07Speaker 1: as you look at this, it's all being built right
- 2:10Speaker 1: now on top of Stretch, which is stable coins. This
- 2:14Speaker 1: is the TVL that you can continue to see that
- 2:16Speaker 1: is absolutely climbing like nuts. This goes all the way
- 2:19Speaker 1: back to March, and this I think is getting ready
- 2:21Speaker 1: to get very interesting for a lot of traders because
- 2:24Speaker 1: to his point, people look at this versus the volatility
- 2:28Speaker 1: of bitcoin, and to his point, people are not interested
- 2:32Speaker 1: in buying the bitcoin because of the opportunity of volatility.
- 2:35Speaker 1: This is a completely different model. And if you look
- 2:38Speaker 1: at sentiment from Americans, we've been seeing a rising sentiment
- 2:42Speaker 1: of people saying that crypto is just too volatile. So
- 2:45Speaker 1: how much real adoption will we see if we don't
- 2:48Speaker 1: see products like this actually going into the market. Here,
- 2:52Speaker 1: of course, is another example. Right here is apex now
- 2:55Speaker 1: tranching more seniors get to farm ap y USD points
- 2:59Speaker 1: plus stretch yield. What I mean by that is this
- 3:02Speaker 1: right here was apy X, which is another platform where
- 3:05Speaker 1: you can go out and grab this. This is kind
- 3:08Speaker 1: of a performance that they're giving, including the senior transits,
- 3:11Speaker 1: which is of course giving you the additional nine point
- 3:13Speaker 1: three percent in yield. So these are the kind of
- 3:16Speaker 1: tactics that are being used across these their course is
- 3:20Speaker 1: X stocks. They're going to absolutely go nuts with this.
- 3:23Speaker 1: I just think we're going to see a absolute But
- 3:25Speaker 1: remember we're in still a bear market. I mean, Bitcoin's yeah, sure,
- 3:29Speaker 1: it's trading at eighty k. Now we've got clarity coming through,
- 3:32Speaker 1: But the key is is I don't know that a
- 3:34Speaker 1: lot of this has really gotten into the market just yet,
- 3:37Speaker 1: so be on the lookout. Largest holdings. Let's go to
- 3:41Speaker 1: ARC and Kathy Wood, the largest holdings in ARC. Right now,
- 3:43Speaker 1: you can kind of see Hood and coinbase starting to
- 3:46Speaker 1: swap a little bit of space right here. Kathy is
- 3:49Speaker 1: moving all right. So when you look at some of
- 3:50Speaker 1: the cells recently with the ARC holdings, you've got AMD
- 3:54Speaker 1: being exited in there pretty consistently on April thirtieth, April
- 3:58Speaker 1: twenty fourth May first all that's moving out of AMD.
- 4:01Speaker 1: You also look at the complying trades of Circle. These
- 4:04Speaker 1: are also all sell, sell, sell, sell, all the way
- 4:07Speaker 1: from March on ind And this of course leads you
- 4:10Speaker 1: into kind of the neutral positions that you have to
- 4:13Speaker 1: be looking at, and one of them is this right here. This,
- 4:16Speaker 1: of course is Coinbase, a couple of buys, but this
- 4:19Speaker 1: is moving up. This is February seventeenth, so that one
- 4:21Speaker 1: hasn't been purchased recently. Then you look at the move
- 4:24Speaker 1: right here with robin Hood. Robin Hood, on the other hand,
- 4:28Speaker 1: this little move right here is actually a very big position.
- 4:32Speaker 1: And if you look at some of the trades down here,
- 4:34Speaker 1: just to take a look, you've got just boom, boom, boom,
- 4:37Speaker 1: April seventh, April seventh, April seventh. So you've got all
- 4:40Speaker 1: these buys in position right now. And if you look
- 4:43Speaker 1: at this one right here, which was April twenty ninth,
- 4:45Speaker 1: thirty three million right there, in terms of the market value,
- 4:48Speaker 1: we haven't seen another purchase like that. I'm looking through this.
- 4:51Speaker 1: This is just nothing out there. That's the one. This
- 4:55Speaker 1: tells me very bullish on where Robinhood is heading, obviously
- 4:59Speaker 1: because of we're going to see most likely with clarity
- 5:01Speaker 1: going in our holdings on Netflix also made an interesting
- 5:05Speaker 1: move right there up into the right couple of purchases there.
- 5:08Speaker 1: Let me jump in and zoom in on this one.
- 5:11Speaker 1: There's several buys, well, I shouldn't say several buys right
- 5:14Speaker 1: now is the first one in April, so she's coming on,
- 5:17Speaker 1: which is a good price because of Netflix's lack of performance,
- 5:20Speaker 1: which has kind of opened up for some positions. Here
- 5:23Speaker 1: is Meta also taking an interesting position here recently just
- 5:27Speaker 1: another buy right there on April thirtieth, though not a lot,
- 5:30Speaker 1: but definitely on the move. Others will take a look
- 5:34Speaker 1: at is Roadblocks This is another one. This one took
- 5:36Speaker 1: up a big percentage in an increase. He's really increased
- 5:39Speaker 1: your position here. And if you look at Roadblocks right there,
- 5:43Speaker 1: boom boom boom. February was the last activity. Now we've
- 5:47Speaker 1: doubled those entries right there on May fourth, which is today,
- 5:51Speaker 1: and of course May first, So interesting moves by Kathy Wood.
- 5:55Speaker 1: And if you look at this right here, I think
- 5:57Speaker 1: this is a good example of that. I'll bet a
- 5:59Speaker 1: lot of money on GI couldn't be released until Clarity
- 6:03Speaker 1: because Crypto is going to be implemented. Clarity Act could
- 6:06Speaker 1: be the catalyst to move GTA six on. If you
- 6:09Speaker 1: guys know what that means, then you understand what we
- 6:12Speaker 1: could be seeing very soon is a big, big market move.
- 6:16Speaker 1: Other questions that I'm always interested in is where is
- 6:19Speaker 1: alphabet on her list? Also moving up? This was her
- 6:23Speaker 1: only AI trade right there. It is moving up into
- 6:25Speaker 1: the right there, but it was the only one right
- 6:27Speaker 1: there with alphabet. And this, of course is what we'll
- 6:31Speaker 1: probably see going forward, I think as we see a
- 6:34Speaker 1: lot of different strategies of ARC moving into this high tech.
- 6:37Speaker 1: If you look at Anthropic, which is really our play
- 6:40Speaker 1: this of course you'd have to do over of course
- 6:43Speaker 1: on xdox or something of that nature, and you can
- 6:46Speaker 1: kind of see the revenue growth is there. Let's take
- 6:48Speaker 1: a look at Anthropic over here. Yes, that's ninety percent
- 6:51Speaker 1: right there, guys, in token price and movement right there,
- 6:55Speaker 1: that's our winner. Take a look at it over on Jupiter,
- 6:58Speaker 1: the Jupiter, this is a ten x. If you had
- 7:00Speaker 1: this when we were talking about it first, go back
- 7:02Speaker 1: and watch our videos. This is a ten x move
- 7:04Speaker 1: right now, Anthropic, And there's thirty four hundred holders on
- 7:08Speaker 1: this right there, guys, that's thirty four hundred holders right
- 7:11Speaker 1: now on a stock that doesn't train on the NASAC.
- 7:16Speaker 1: I'm going this direction. I think this is the route
- 7:18Speaker 1: to take. Just something to keep an eye on. Let's
- 7:20Speaker 1: take a look at polymarket. We'll look at the example
- 7:23Speaker 1: of politics. The last time we had a Politic pump
- 7:26Speaker 1: there it is right there. We're starting to move into
- 7:29Speaker 1: that and I think midterms, of course, we'll see an
- 7:31Speaker 1: extension on where this is going to move, and you
- 7:34Speaker 1: can kind of see the breakdown on pretty much everything there, sports,
- 7:37Speaker 1: crypto economics, culture, etc. Point is, polymarket is in a
- 7:41Speaker 1: very interesting point right now. One thing that I want
- 7:44Speaker 1: to focus on right here. This is very unique because
- 7:47Speaker 1: this is returning users. Look at this, guys. This is
- 7:51Speaker 1: as sticky as it gets that I have seen on
- 7:54Speaker 1: an app in a very very long time. And the
- 7:58Speaker 1: fact that it's growing and holding returning users is pretty amazing.
- 8:02Speaker 1: So that only gives us more indication here that this
- 8:05Speaker 1: is definitely on the move. Here's the LP rewards that
- 8:08Speaker 1: our of course are also exploding right here. Again good
- 8:11Speaker 1: signs for where polymarket is going, so be on the
- 8:14Speaker 1: lookout for that one. One other thing that we hit
- 8:17Speaker 1: on earlier is the TCG bull run that is starting
- 8:19Speaker 1: to happen when you look at Trading Cards Courtyard of
- 8:22Speaker 1: course leading the way right there. But the point is
- 8:24Speaker 1: it's heading up. So another area we could be in
- 8:27Speaker 1: an everything up cycle that could be setting up literally
- 8:31Speaker 1: right now as we're moving into a new area. Here's
- 8:35Speaker 1: Bezy good example right there. Fourth straight all time high
- 8:38Speaker 1: April didn't slow down. This, of course, is one of
- 8:41Speaker 1: the digital assets within the TCG market that we're explaining.
- 8:44Speaker 1: There one other thing to note right here, this is
- 8:47Speaker 1: what we would consider the plastic bull run, and the
- 8:51Speaker 1: reason is because there's all sorts of cards being launched,
- 8:54Speaker 1: as you guys can see, just absolutely and I don't
- 8:57Speaker 1: think we're going to see these aren't the big ones yet,
- 9:00Speaker 1: so imagine what this is going to look like when
- 9:03Speaker 1: the big ones start to move. Stable coins will play
- 9:05Speaker 1: a part of this. This is all leaning into what
- 9:08Speaker 1: Clarity is setting up for and that is some very
- 9:11Speaker 1: interesting moves. Glafsterdam, of course, is a huge increase from
- 9:14Speaker 1: sixty million we have today in terms of transaction and
- 9:18Speaker 1: what the gas limit is going to be. This is
- 9:20Speaker 1: going to be launching later this year for Ethereum, so
- 9:23Speaker 1: all roads leading into both Eth and Solona. I want
- 9:27Speaker 1: to go to a clip by Hunter Horseley that kind
- 9:29Speaker 1: of breaks us down. Take a look.
- 9:31Speaker 3: There has never been a time where there are more
- 9:35Speaker 3: reasons to be bullish than this exact moment. This is
- 9:38Speaker 3: the most bullish moment from my perspective, in the entire
- 9:41Speaker 3: journey that Biwise has witnessed in this space. Let me
- 9:45Speaker 3: give you an anecdotal example. We were with one of
- 9:47Speaker 3: the largest banks in the country. The management team of
- 9:50Speaker 3: this bank has quote said, the bank needs to go
- 9:53Speaker 3: from zero to five hundred miles an hour on crypto.
- 9:57Speaker 3: I don't know that a bank has ever gone from
- 9:59Speaker 3: zero to five h an hour on anything. That is
- 10:02Speaker 3: absolutely extraordinary. Things have absolutely changed. Another bank relationship that
- 10:07Speaker 3: we have with the management team, has given parts of
- 10:10Speaker 3: the bank one hundred days to figure out the roadmap
- 10:13Speaker 3: for crypto.
- 10:14Speaker 1: I got a call.
- 10:14Speaker 3: From the CFO of a company that had just raised
- 10:17Speaker 3: two billion dollars of cash. He just wanted to know
- 10:20Speaker 3: how he could buy it. Every structural tail end is
- 10:25Speaker 3: aligned to Crypto's benefit. It's actually unbelievable to me. Every
- 10:30Speaker 3: corporate and financial institution is going to be in the
- 10:32Speaker 3: space in one way or another in the next twelve months.
- 10:34Speaker 1: Okay, so he hits on a lot of points. Now
- 10:36Speaker 1: you could say and look at that clip, and you
- 10:38Speaker 1: can say, oh, well, Paul, that means banks are going
- 10:40Speaker 1: all in. We're going to see corporate finance moving, Treasury's
- 10:44Speaker 1: coming in. I don't know. I think banks are not
- 10:47Speaker 1: quite as savvy I think they will put out maybe
- 10:50Speaker 1: some entry level products that will get some of the
- 10:54Speaker 1: neutral retail investors into it. But I think where it's
- 10:58Speaker 1: going to play into the market is in retail. That
- 11:01Speaker 1: is the if you know, you know crowd and the
- 11:04Speaker 1: ones that have been curious for a while. That could
- 11:06Speaker 1: be enough to really set this market up. And this
- 11:10Speaker 1: will only be a catalyst or catnip for a lot
- 11:13Speaker 1: of those kinds of traders because of what's happening in
- 11:16Speaker 1: the trad Fi site. Granted, that will be another sector
- 11:19Speaker 1: of the market that will be coming in the future,
- 11:22Speaker 1: I just don't know if it will be very quickly,
- 11:24Speaker 1: so be on the look at that. And it also
- 11:25Speaker 1: gives you a little bit of pause in terms of
- 11:27Speaker 1: understanding how much and how you should be balancing this.
- 11:30Speaker 1: This is not financial advice, but when you look at
- 11:33Speaker 1: managing your portfolios, look at the balance right now, make
- 11:37Speaker 1: sure you're fully diversified. And I think the key here
- 11:40Speaker 1: is watch for these major trends. We're going to be
- 11:42Speaker 1: covering this and more so stay tuned. If you like
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