Latest / The Paul Barron Crypto Show / Sentiment Rock-Bottom?📉Crypto Market Update

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Sentiment Rock-Bottom?📉Crypto Market Update · The Paul Barron Crypto Show

• 0:07
  Speaker 1: Sentiment is now hitting rock bottom. Where does the market
• 0:10
  Speaker 1: go from here? Today? We'll break it down for you.
• 0:11
  Speaker 1: My name is Paul bare Welcome back in a tech path.
• 0:13
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• 0:39
  Speaker 1: down below. Let's go over to where the market is
• 0:42
  Speaker 1: right now. A lot of negative input right now. If
• 0:45
  Speaker 1: you look at the coin market cap, crypto fear and
• 0:48
  Speaker 1: greed holding it twenty quite possibly the lowest we've ever
• 0:52
  Speaker 1: seen right there, as you can kind of see it
• 0:54
  Speaker 1: starting to go into no man's land. This is an
• 0:57
  Speaker 1: area that continues to decline. If you look at fear
• 0:59
  Speaker 1: and grind from CNN, there of course ten extreme fear
• 1:04
  Speaker 1: now in the market. And if you've scan down here,
• 1:06
  Speaker 1: even if you look back in say November of twenty two,
• 1:10
  Speaker 1: holding it around a twenty three on fear and greed
• 1:14
  Speaker 1: versus where we are right now holding at a twenty one.
• 1:17
  Speaker 1: So pretty significant situations brewing right now in crypto. Obviously,
• 1:23
  Speaker 1: we'll look at the traditional markets. This is a fear
• 1:26
  Speaker 1: and greed on securities still holding it at twenty two.
• 1:30
  Speaker 1: People are still concerned. I think most of this has
• 1:32
  Speaker 1: been driven obviously by Trump's tariffs, and also just the
• 1:36
  Speaker 1: macro pressure that inflation is playing. How the Fed is
• 1:40
  Speaker 1: going to respond. It's getting into a little bit of
• 1:43
  Speaker 1: a very questionable strategy going forward. Many people think that
• 1:49
  Speaker 1: this whole mar Lago accord idea of getting a weaker
• 1:52
  Speaker 1: dollar and a stronger market place is still part of this.
• 1:57
  Speaker 1: I'm still yet to see the playout. However, you have
• 2:00
  Speaker 1: to think about what Trump does and how he architects
• 2:05
  Speaker 1: his deals. I'll talk about that in a minute. Last
• 2:07
  Speaker 1: up was our own MSI two point zero. This is
• 2:09
  Speaker 1: our dashboard. Overall sentiment has fallen from. If you look
• 2:13
  Speaker 1: at where bitcoin, which was back in just the end
• 2:16
  Speaker 1: of January, it was at a fifty eight and it's
• 2:18
  Speaker 1: holding right now at a fifty, so very very significant.
• 2:23
  Speaker 1: And that's with bitcoin only coming down to around eighty
• 2:25
  Speaker 1: two eighty four oul thousand, so a big deal. Overall.
• 2:30
  Speaker 1: D five of course dropping off right now, Meme coins
• 2:32
  Speaker 1: getting a big drop. Overall all coins continuing to decline.
• 2:37
  Speaker 1: Pretty much everything out there in terms of crypto sentiment
• 2:41
  Speaker 1: is down. Now. The question is is this a good
• 2:43
  Speaker 1: time to say, Okay, well, it can't go much further
• 2:46
  Speaker 1: than this. Is this an opportunity for some of these
• 2:48
  Speaker 1: tokens to get an entry that I've never had a
• 2:51
  Speaker 1: chance at before, especially for those of you who've never
• 2:54
  Speaker 1: been in crypto before. So this is an interesting time
• 2:57
  Speaker 1: that could perk up. If you look at in revenue
• 3:00
  Speaker 1: is up eighty percent. Obviously, demand on AI chips a
• 3:04
  Speaker 1: couple of points within the article right here, thirty nine
• 3:07
  Speaker 1: point three billion for the quarter. This is up twelve
• 3:09
  Speaker 1: percent from its previous quarter and seventy eight percent from
• 3:12
  Speaker 1: the same quarter last year. Big deal there. AI is
• 3:15
  Speaker 1: advancing at lid speed. We already know this is going
• 3:19
  Speaker 1: to have a big impact, I think on crypto in general,
• 3:22
  Speaker 1: because there are some other factors that play into this.
• 3:24
  Speaker 1: If you look at the finance chart here, three years ago,
• 3:28
  Speaker 1: gaming was in Vidia's biggest market. Now of course, that
• 3:31
  Speaker 1: has completely changed now when you look at in video
• 3:35
  Speaker 1: right there in comparison data center revenue versus gaming revenue,
• 3:39
  Speaker 1: big difference now, guys, big difference. So obviously AI big
• 3:43
  Speaker 1: part of this going forward. I've got a clip here
• 3:45
  Speaker 1: from Jensen Wong who is going to break down a
• 3:48
  Speaker 1: little bit more about deep seek and why this was
• 3:50
  Speaker 1: good for AI.
• 3:51
  Speaker 2: Take a look, we thought computation the amount of compute
• 3:54
  Speaker 2: necessary was a lot last year, and then all of
• 3:57
  Speaker 2: a sudden, reasoning AI Deep squel an example of that.
• 4:01
  Speaker 2: Chat youpt four h is an example of that. Grock
• 4:03
  Speaker 2: three reasonings an example of that. So all of these
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  Speaker 2: reasoning AI models now need a lot more compute than
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  Speaker 2: what we used to.
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  Speaker 3: Let's stop you there, because it's even more load because
• 4:13
  Speaker 3: some people took deepseek to mean actually that you need
• 4:17
  Speaker 3: less compute, right because the initial report was that they
• 4:20
  Speaker 3: were doing more with less.
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  Speaker 2: There are three phases in how AI works, how AI
• 4:26
  Speaker 2: is developed largely. Number one is pre training. It's kind
• 4:31
  Speaker 2: of like us going through high school. A lot of
• 4:33
  Speaker 2: basic math, basic language, basic everything. In post training, you
• 4:38
  Speaker 2: might get human feedback, you know, it's like a teacher
• 4:41
  Speaker 2: showing it to you. We call it reinforcement learning, human feedback,
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  Speaker 2: and that computation load could be one hundred times more
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  Speaker 2: than pre training. And then here comes inference, the reasoning process.
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  Speaker 2: Instead of just spewing out an answer when prompted, it
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  Speaker 2: reasons about it, things about how best to answer that question.
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  Speaker 2: All of this is just causing compute demand to go
• 5:06
  Speaker 2: sky high.
• 5:07
  Speaker 1: Okay, so you can see the variations of how technology
• 5:10
  Speaker 1: when you look at how it compounds over time, especially
• 5:13
  Speaker 1: with AI and the use case and need and Vidio
• 5:17
  Speaker 1: could still have a large percentage of this market, obviously
• 5:20
  Speaker 1: going into maybe even more advanced chips as AI starts
• 5:23
  Speaker 1: to advance itself. If you look at Rindoshi, he's talking
• 5:27
  Speaker 1: about next generation of AI is going to need one
• 5:29
  Speaker 1: hundred x more compute than the older models. This is
• 5:33
  Speaker 1: talking about what Jensen was talking about there, stack tokenized
• 5:35
  Speaker 1: compute and chill on render. Render is of course one
• 5:38
  Speaker 1: of those tokens that we've talked about here on this
• 5:40
  Speaker 1: show for quite a while that does decentralize compute, and
• 5:44
  Speaker 1: there are some opportunities here. I think within this render
• 5:46
  Speaker 1: is kind of tied to what's happening with in video
• 5:50
  Speaker 1: other things that I want to jump to, of course,
• 5:52
  Speaker 1: twenty one shares season video earnings and Friday's PC eight
• 5:56
  Speaker 1: PCEE data as a potential catalyst maybe for a bitcoin
• 5:59
  Speaker 1: boost here. And if we get a softer PCEE, which
• 6:02
  Speaker 1: is what's anticipated, it could be a little bit of
• 6:05
  Speaker 1: a signal here. With a continued AI driven demand, a
• 6:08
  Speaker 1: positive PC inflation could create a perfect macro environment for
• 6:12
  Speaker 1: bitcoin not only reclaim as previous, but also possibly start
• 6:16
  Speaker 1: to push its way back up to an all time high.
• 6:19
  Speaker 1: One point fifty is the question mark of course that
• 6:21
  Speaker 1: everybody's looking at. Guidance on stable coins is going to come,
• 6:24
  Speaker 1: that is for sure, And of course you've got institutional
• 6:27
  Speaker 1: allocation that's still moving into the space. So I think
• 6:30
  Speaker 1: with those that is a good kind of triple threat
• 6:34
  Speaker 1: of what's happening in the category right now. And remember
• 6:37
  Speaker 1: it's always darkest right before the dawn, So those are
• 6:39
  Speaker 1: the kind of things that I think the market is
• 6:42
  Speaker 1: faced with right now. Other factors that are out there
• 6:45
  Speaker 1: right now, the US government back stable coin that is
• 6:48
  Speaker 1: starting to be developed here within Wyoming. This could really
• 6:52
  Speaker 1: change the narrative around stable coin usage at the state level.
• 6:56
  Speaker 1: This has not been decided but today there is going
• 6:58
  Speaker 1: to be a directive coming out of Wyoming that will
• 7:01
  Speaker 1: at least point to negotiations. And what that means is
• 7:05
  Speaker 1: they're going to get the go from their commission to
• 7:09
  Speaker 1: basically go out and start negotiating with Avalanche, Suite and others.
• 7:13
  Speaker 1: So my anticipation is they're going to use this, this
• 7:16
  Speaker 1: kind of bargaining chip to really kind of get the
• 7:19
  Speaker 1: best deal, and it's going to be good, I think
• 7:22
  Speaker 1: for one of these chains. So whether it's Avalanche, whether
• 7:25
  Speaker 1: it's Swie, this is yet to be determined, but I
• 7:27
  Speaker 1: do look at some very good opportunity for this going in. Now.
• 7:31
  Speaker 1: Where it starts to break down is when you get
• 7:33
  Speaker 1: into the tariff's side of things, and this is why
• 7:35
  Speaker 1: I think the market has been responding like it has.
• 7:38
  Speaker 1: So Trump course announced the ten percent additional tariff on
• 7:42
  Speaker 1: Chinese imports. Here we go again. So this is a
• 7:45
  Speaker 1: problem with the Chinese trade deficit that does exist, and
• 7:52
  Speaker 1: I think a lot of people forget how much of
• 7:53
  Speaker 1: a trade deficit is with China, and I think Trump's
• 7:57
  Speaker 1: position is he uses this as a way to negotiate,
• 8:01
  Speaker 1: and my anticipation is that a lot of these these tariffs.
• 8:05
  Speaker 1: Most likely we walk back because of some other scenario
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  Speaker 1: that plays out within the negotiation where China gives up
• 8:14
  Speaker 1: something else possibly that can be able to onboard more
• 8:17
  Speaker 1: jobs here in the United States, So watch for that.
• 8:20
  Speaker 1: Other things you got to look for is of course Blackrock.
• 8:23
  Speaker 1: They're selling about five thousand and bitcoin, but that's really
• 8:26
  Speaker 1: just investors that are in the ETF that are dumping
• 8:30
  Speaker 1: bitcoin worth four hundred and twenty three million in the
• 8:32
  Speaker 1: last twenty four hours. Largest outflow on ETF since this
• 8:36
  Speaker 1: thing has launched. So here's the chart on IBID just
• 8:39
  Speaker 1: to show you the total spot ETF net inflow and NetFlow.
• 8:42
  Speaker 1: I should say this is the deepest we've ever seen
• 8:45
  Speaker 1: it go. So it definitely is a situation for bitcoin
• 8:49
  Speaker 1: in terms of the ETF side of things. This also
• 8:52
  Speaker 1: could mean that we've got other ETFs that are brewing
• 8:55
  Speaker 1: that maybe some of these institutional investors are possibly looking into.
• 9:00
  Speaker 1: But if you look at this right here, since the
• 9:01
  Speaker 1: trade war warriors began on the twentieth, this is the
• 9:04
  Speaker 1: thing that everybody's worried about. With the tariffs, crypto markets
• 9:08
  Speaker 1: have erased eight hundred billions. So if you look at
• 9:10
  Speaker 1: that chart, EU terror for Rumor's boom slack, Trump says
• 9:15
  Speaker 1: twenty five on coming for the EU, another big bump.
• 9:18
  Speaker 1: So you can kind of see the market, especially in crypto,
• 9:21
  Speaker 1: does respond to this. Now again, just remember art of
• 9:26
  Speaker 1: the deal, the negotiation tactics of Trump. They call it
• 9:30
  Speaker 1: kind of a blurt. He just blurts these things out
• 9:32
  Speaker 1: and in many cases he backs away from them very quickly,
• 9:36
  Speaker 1: and I think that is something that just the market
• 9:38
  Speaker 1: has to get accustomed to. There's a handful of analysts
• 9:41
  Speaker 1: that have already started to kind of go down this direction.
• 9:44
  Speaker 1: Is that don't believe every single word literally coming out
• 9:47
  Speaker 1: of his mouth because he is using this as a
• 9:49
  Speaker 1: negotiation ploy to try to play into it enough, he
• 9:52
  Speaker 1: is not, and it starts to continue to put pressure
• 9:54
  Speaker 1: into the macro environment. Then you've got a problem, and
• 9:56
  Speaker 1: that is something that I think everybody is trying to
• 9:59
  Speaker 1: put their head around and get a framework on good news.
• 10:03
  Speaker 1: You got to look at this tweet from Eleanor and
• 10:06
  Speaker 1: what they're getting out, of course, is what's coming out
• 10:08
  Speaker 1: of the SEC, which is a lot of cases being dropped.
• 10:10
  Speaker 1: I put a tweet out not too long ago that
• 10:12
  Speaker 1: says all these cases are going to drop. Sure enough,
• 10:14
  Speaker 1: these are happening. Robinhood on Monday, UNISWAP on Tuesday, Gemini
• 10:18
  Speaker 1: on Wednesday. Then of course we had the SEC dropping
• 10:21
  Speaker 1: their case on consensus and just as a reminder on this,
• 10:25
  Speaker 1: the agency alleged that the company made more than two
• 10:28
  Speaker 1: hundred and fifty million in fees by offering staking and
• 10:32
  Speaker 1: on digital assets swaps through meta mask and of course
• 10:35
  Speaker 1: that's the whole point. Now it looks like staking is
• 10:39
  Speaker 1: going to be approved and next up could be the
• 10:42
  Speaker 1: Ripple case being dropped. So what's next? Could Friday be
• 10:45
  Speaker 1: Ripple maybe getting released, that'll be an interesting one for sure.
• 10:51
  Speaker 1: Solana ETF is listed in the DTCC. This essentially is
• 10:54
  Speaker 1: the architecture in which ETFs are transacted, meaning you've got
• 10:58
  Speaker 1: to get prepped for the actual modifier in terms of
• 11:02
  Speaker 1: how these ETFs trade, and the DTCC listing shows and
• 11:07
  Speaker 1: potentially could be an early indicator here of the Salana
• 11:11
  Speaker 1: ETF going live. So that's a lot of good news
• 11:14
  Speaker 1: right there that could still start to surge the market.
• 11:18
  Speaker 1: And are we at the bottom? Do you think we've
• 11:20
  Speaker 1: hit rock bottom right now? Drop some comments down below.
• 11:23
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• 11:26
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• 11:34
  Speaker 2: With you guys.
• 11:35
  Speaker 1: Love to talk with you. Get great insights from you
• 11:39
  Speaker 1: guys too. I'm loving some of the things you guys
• 11:40
  Speaker 1: are talking about in terms of where you think the
• 11:42
  Speaker 1: market is going. Join down there, follow me out on
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• 11:48
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