Latest / The Paul Barron Crypto Show / Bitcoin Whales Sell $1.7 Billion📉Macro Fears Surge as Countries Rush to GOLD🔥

Transcript

Bitcoin Whales Sell $1.7 Billion📉Macro Fears Surge as Countries Rush to GOLD🔥 · The Paul Barron Crypto Show

• 0:00
  Speaker 1: One point seven billion in bitcoin is out the window now.
• 0:03
  Speaker 1: Is confidence starting to settle in in a bad way? Today?
• 0:06
  Speaker 1: We'll break it down for you. Let's just jump right in.
• 0:09
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• 0:11
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• 0:14
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• 0:43
  Speaker 1: try it for yourself. And I want to get started
• 0:46
  Speaker 1: with this right here. And of course this are some
• 0:48
  Speaker 1: of the key things that are going to be happening
• 0:50
  Speaker 1: this week, and the Wednesday CPI data is going to
• 0:53
  Speaker 1: be very very important, so be on the lookout for that.
• 0:56
  Speaker 1: We'll also get Thursday PPI data jobless claims, as well
• 0:59
  Speaker 1: as the two FED presidents that are going to be
• 1:02
  Speaker 1: speaking that may give us some indication of what's going
• 1:05
  Speaker 1: on with some retail results. So this is a pretty
• 1:07
  Speaker 1: big week for macro data that's going to be looking
• 1:10
  Speaker 1: at two things. One of course, is going to be
• 1:13
  Speaker 1: a lower rate hike expectation that could support both stocks,
• 1:16
  Speaker 1: gold and crypto. All of this now coming into the market.
• 1:21
  Speaker 1: As we get going here, a couple of points I
• 1:22
  Speaker 1: want to hit on first on just the headline is
• 1:25
  Speaker 1: that Marathon comes out and drops twenty three thousand bitcoin.
• 1:30
  Speaker 1: That's worth one point six billion dollars guys. And when
• 1:33
  Speaker 1: you go in and look at the numbers right here
• 1:35
  Speaker 1: on Marathon holdings their average entry, I'll kind of zoom
• 1:39
  Speaker 1: in on that is seventy thousand, six point thirty one
• 1:42
  Speaker 1: holding twenty three thousand, and still this is about one
• 1:45
  Speaker 1: third of the overall holdings of Marathon, which is a
• 1:49
  Speaker 1: big deal because this gets into a question of could
• 1:53
  Speaker 1: we see capitulation across a lot of minors going in
• 1:56
  Speaker 1: We also have Michael Saylor starting to move drastically, and
• 2:00
  Speaker 1: of course Sailor has also sold another sixteen hundred and
• 2:03
  Speaker 1: ninety bitcoin of worth one hundred and eight million million.
• 2:06
  Speaker 1: Of course, he's been using these proceeds primarily to repurchase stretch,
• 2:09
  Speaker 1: which is the preferred shares, and that, of course is
• 2:12
  Speaker 1: the issue that everybody's asking around if you're an investor
• 2:16
  Speaker 1: in micro Strategy to the stock, I want to go
• 2:18
  Speaker 1: to a clip real quick, because this is Sailor himself
• 2:21
  Speaker 1: talking about a doom loop. Take a look.
• 2:24
  Speaker 2: And so we were in a doom loop, or the
• 2:26
  Speaker 2: market was in this doom loop. This negative short I
• 2:32
  Speaker 2: don't know, like a psychosis, almost like hyperventilating, saying that
• 2:37
  Speaker 2: the largest buyer in bitcoin can't sell it, and if
• 2:40
  Speaker 2: they do sell it, bitcoin will fail. And what we
• 2:43
  Speaker 2: needed to do was demonstrate that if we saw a bitcoin,
• 2:46
  Speaker 2: it wouldn't fail. So when we saw the bitcoin, it
• 2:49
  Speaker 2: was sixty fifty nine thousand and traded up. And so
• 2:52
  Speaker 2: we broke that misconception.
• 2:54
  Speaker 1: We broke that narrative, and by breaking that narrative, I
• 2:59
  Speaker 1: think showed the hand of Sailor on where he was heading.
• 3:03
  Speaker 1: Ran was talking about this. Sailor sold bitcoin at the
• 3:06
  Speaker 1: bottom and sold micro Strategy add six hundred and fifty
• 3:09
  Speaker 1: million to the reserve, all to push stretch back toward
• 3:12
  Speaker 1: its peg. And that of course gets into the things
• 3:16
  Speaker 1: that Sailor is doing because he's willing to do things
• 3:18
  Speaker 1: that aren't necessarily good for this overall, and that means
• 3:23
  Speaker 1: even selling bitcoin. Where does this stop, guys, Where does
• 3:26
  Speaker 1: this stop? And how does this play? Because right now,
• 3:28
  Speaker 1: the way it looks, Peter Schiff is probably just dancing
• 3:32
  Speaker 1: right now because bitcoin versus gold is a struggle. And
• 3:35
  Speaker 1: to add on to this, BIP one ten absolutely just
• 3:39
  Speaker 1: went and went nowhere. And again, this is another example
• 3:43
  Speaker 1: of these kind of situations that are happening within the
• 3:45
  Speaker 1: bitcoin community. And if you look at that, and you
• 3:49
  Speaker 1: also look at the situation that's happening right now around Quantum.
• 3:53
  Speaker 1: This was on the cold Card team saying that they
• 3:55
  Speaker 1: had forty nine hundred flaws across three hundred and ninety
• 3:59
  Speaker 1: bitcoin projects AI. This is in reference to what's happening
• 4:02
  Speaker 1: on Opus right now. And the likelihood is this is
• 4:05
  Speaker 1: only going to get better in terms of how AI
• 4:08
  Speaker 1: is find these critical flaws. This is going to be
• 4:11
  Speaker 1: something I think we've got to pay attention to, guys
• 4:13
  Speaker 1: as we get closer on this. Other things you got
• 4:15
  Speaker 1: to look at, though, is Wall Street seems to be
• 4:18
  Speaker 1: okay with all of this, because they're continuing to push
• 4:21
  Speaker 1: here on bitcoin ets. As we see a little movement
• 4:24
  Speaker 1: here over the last thirty days with bitcoin net inflow
• 4:27
  Speaker 1: coming into traditional finance. And that's the real question here,
• 4:31
  Speaker 1: I think, are we going to see a split in
• 4:33
  Speaker 1: the markets on bitcoin or will we see institutional capital
• 4:38
  Speaker 1: continue to push as a primary asset going forward. Now,
• 4:42
  Speaker 1: there are some other things that could pretty much pend
• 4:45
  Speaker 1: on how this performs in the next few months. Hedge
• 4:47
  Speaker 1: funds now on the CM are now going net long
• 4:50
  Speaker 1: on bitcoin, that's a question. Last time that happened, we
• 4:53
  Speaker 1: saw a pretty significant increase bitcoin rally thirty percent more
• 4:58
  Speaker 1: at that point a are we in that kind of
• 5:01
  Speaker 1: market trade position right now as we start to go
• 5:03
  Speaker 1: into a really a situation right now that DC has
• 5:08
  Speaker 1: been holding i think the whole market by hostage around clarity,
• 5:12
  Speaker 1: And now what we're starting to see is some minor
• 5:15
  Speaker 1: movements just the week after the Senate goes out of session.
• 5:20
  Speaker 1: One thing to note right here State Street, if you're
• 5:22
  Speaker 1: an ETH follower, just disclose a two hundred and eighty
• 5:24
  Speaker 1: percent increase and it's bem in our position, this is
• 5:27
  Speaker 1: a big deal for Ethereum. And of course, if you
• 5:29
  Speaker 1: look at the performance overall, State Street add a sixty
• 5:32
  Speaker 1: six million four hundred and forty one thousand bitmind shares
• 5:36
  Speaker 1: in Q two, so this is now over two point
• 5:39
  Speaker 1: three million in share. So I don't know. This to
• 5:44
  Speaker 1: me shows one thing, and that is we're going to
• 5:46
  Speaker 1: continue to see Ethereum be a winner here in the
• 5:49
  Speaker 1: short term. Other things you have to look at right
• 5:52
  Speaker 1: now that also kind of strengthens other positions outside of
• 5:57
  Speaker 1: the dollar. Is what's happening with China. China is dumping
• 5:59
  Speaker 1: six d five fifty seven billion in US treasuries. The
• 6:02
  Speaker 1: pressure is on and now holds just six hundred and
• 6:04
  Speaker 1: fifty nine billion, so that was half of what it
• 6:06
  Speaker 1: was holding, lowest level since two thousand and eight. You
• 6:10
  Speaker 1: combine that with this right here, the UK's financial regulator
• 6:14
  Speaker 1: also setting up a new framework on token iss goal.
• 6:17
  Speaker 1: And this is something big because if you look at
• 6:19
  Speaker 1: where gold is right now, guys, this is just the
• 6:21
  Speaker 1: last few days. Gold came off the floor at around
• 6:24
  Speaker 1: four thousand. It's now up to forty three hundred and
• 6:28
  Speaker 1: sixty three dollars per troy ounce. Remember the last time
• 6:31
  Speaker 1: we saw gold explode to fifty three almost fifty four
• 6:34
  Speaker 1: hundred not too long ago. Is gold setting up right
• 6:38
  Speaker 1: now for a major market move or, especially if we
• 6:42
  Speaker 1: see some of these macroheadwinds starting to temper a little
• 6:45
  Speaker 1: bit with the FED. All of this is laying into
• 6:48
  Speaker 1: this right here, and that is that the Japanese yen
• 6:50
  Speaker 1: is falling back, and this of course is coming off
• 6:53
  Speaker 1: the dollar. Despite an estimated one hundred billion in US
• 6:57
  Speaker 1: Japan intervention, this was a co intervation by the US
• 7:01
  Speaker 1: and Japan being able to try to prop up the
• 7:04
  Speaker 1: end didn't do much help other than the fall that
• 7:06
  Speaker 1: we did see. And this gets into the whole question
• 7:10
  Speaker 1: right now, and that is weaponizing the end. How the
• 7:13
  Speaker 1: US of course is going to be intervening here may
• 7:15
  Speaker 1: reshape how we see currency markets play out. There's a
• 7:18
  Speaker 1: few points I want to showcase in this article that
• 7:20
  Speaker 1: is interesting. This is a point that they're getting out here.
• 7:24
  Speaker 1: When increasingly scarce national assets are spent in unison on
• 7:28
  Speaker 1: the same target by two major sovereigns, markets will have
• 7:32
  Speaker 1: the lesson that you would think is going to be
• 7:34
  Speaker 1: the case. And further into this, I'll go down into
• 7:36
  Speaker 1: the article because this gets into an interesting point. Currency
• 7:40
  Speaker 1: market intervention has clearly taken on a geopolitical tinte. This
• 7:44
  Speaker 1: is where Trump's administration is appearing more willing to support
• 7:49
  Speaker 1: central banks of countries that it views aligned with US priorities.
• 7:53
  Speaker 1: So again Japan very central to Trump's plans. Japan also
• 7:58
  Speaker 1: making some very major and big steps in crypto regulation.
• 8:03
  Speaker 1: They continued to showcase that they are ready for this
• 8:06
  Speaker 1: next generation of finance, where other countries not necessarily the
• 8:11
  Speaker 1: case here was Mohammed la Raian'm talking about it. The
• 8:14
  Speaker 1: key to fixing currency mispricing right now is getting the
• 8:17
  Speaker 1: policy mix right. The longer Japan delays and doing so,
• 8:21
  Speaker 1: which is what they're trying to do, the more elusive
• 8:24
  Speaker 1: the goal of this historic intervention becomes. So be watching this, guys.
• 8:28
  Speaker 1: Right now we are on the cost of something big
• 8:31
  Speaker 1: that could be happening in these markets. Treasury Secretary Besson
• 8:35
  Speaker 1: also is taking steps from a yen intervention to a
• 8:38
  Speaker 1: bond sales guidance, so he's trying to deal literally jumping
• 8:41
  Speaker 1: from one pan to the next for a bond sales
• 8:44
  Speaker 1: guidance shift to keep bond yields from spiking higher. That
• 8:47
  Speaker 1: of course, would cost a lot of potential macro headwinds
• 8:52
  Speaker 1: because of the potential here of bond starting to explode
• 8:56
  Speaker 1: in the market. Trump also is ready to declare victory
• 9:00
  Speaker 1: over Iran without a nuclear deal. This gets crazy because
• 9:04
  Speaker 1: he is in a position. Trump is in a position
• 9:06
  Speaker 1: where he's going to have to walk away from Tehran
• 9:09
  Speaker 1: and the straight of horror moves. This, of course, is
• 9:11
  Speaker 1: all leaning into the midterms just months away, really more
• 9:16
  Speaker 1: like thirty days, because a lot of this is going
• 9:18
  Speaker 1: to be pre voting and mailing voting. And this is
• 9:20
  Speaker 1: the issue because we're going to look at gas prices
• 9:23
  Speaker 1: that could start causing a big problem for the Republicans
• 9:26
  Speaker 1: and in general for Congress as a whole. If you
• 9:30
  Speaker 1: look at what's happening right now on like crude oil futures,
• 9:34
  Speaker 1: they're starting to move up the mark here as we
• 9:37
  Speaker 1: start to clip over eighty one a barrel. So all
• 9:41
  Speaker 1: of this right now still pushing harder. And this is
• 9:45
  Speaker 1: the kind of the point of no return right now.
• 9:47
  Speaker 1: If Trump does not get some sort of clarity over
• 9:51
  Speaker 1: what's happening in the Middle East and get into a position,
• 9:55
  Speaker 1: this could be very detrimental for not only his party,
• 9:59
  Speaker 1: but how does get out of this. So there are
• 10:01
  Speaker 1: some ways that maybe this could occur, and I think
• 10:04
  Speaker 1: this might be one of them that could sidestep what's
• 10:07
  Speaker 1: happening in Iran, and that is that Israel has rejected
• 10:10
  Speaker 1: a fifteen point plan for Gaza, and this, of course,
• 10:14
  Speaker 1: could be the scapegoat that Trump is looking for. In
• 10:17
  Speaker 1: other words, he simply goes against Israel. If that were
• 10:20
  Speaker 1: to happen, that may give him enough of an insight,
• 10:24
  Speaker 1: at least in the short term to deal with what's
• 10:26
  Speaker 1: going on right now on the economy and what could
• 10:29
  Speaker 1: play out in the midterms, because right now he is
• 10:31
  Speaker 1: on the ropes for sure if you look at the
• 10:34
  Speaker 1: polymarket when it comes to the midterms. Right now, the
• 10:38
  Speaker 1: Senate is on the cusp of possibly losing. The Senate
• 10:42
  Speaker 1: where Republicans are only holding at a fifty four percent chance,
• 10:46
  Speaker 1: and we've got three seats that are up for grabs
• 10:48
  Speaker 1: right here. That would pretty much make it a split
• 10:50
  Speaker 1: market on how the House and the Senate would work
• 10:54
  Speaker 1: in terms of getting all things done in DC, including
• 10:58
  Speaker 1: a lot of unwinds. Imagine that, because right now the
• 11:01
  Speaker 1: House looks as though it is going to be democratically led.
• 11:06
  Speaker 1: And if that is the case, eighty seven percent, you
• 11:09
  Speaker 1: know what's coming next, guys, and that is going to
• 11:12
  Speaker 1: be trial and hearing a hearing. After hearing, it's all
• 11:16
  Speaker 1: going to be centered around Crypto. I anticipate we are
• 11:18
  Speaker 1: going to see an absolute barrage of issues being faced,
• 11:23
  Speaker 1: including impeachment and all sorts of other things that are
• 11:26
  Speaker 1: going to play into how Trump's administration is managed over
• 11:30
  Speaker 1: the last couple of years. One other things to take
• 11:33
  Speaker 1: a look at, which will put more pressure on this
• 11:35
  Speaker 1: midterm and could lose that Senate race is Crudel inventories,
• 11:40
  Speaker 1: and that is talking about US Strategic petroleum Reserve. It
• 11:43
  Speaker 1: is now officially fell below three hundred million barrels for
• 11:47
  Speaker 1: the first time since nineteen eighty three. Most of you
• 11:50
  Speaker 1: weren't alive in nineteen eighty three, that's how long it
• 11:54
  Speaker 1: has been since. Inventory is declined by another six point
• 11:58
  Speaker 1: one barrel million barrels in a week. This cannot sustained
• 12:02
  Speaker 1: and it is a situation that will cause immediate impact
• 12:06
  Speaker 1: at the pump. And that, of course we know what
• 12:08
  Speaker 1: will do I think to the economy generally, and more
• 12:11
  Speaker 1: likely to what's happening right now with Congress. So this
• 12:16
  Speaker 1: is a big issue right now. And listen, there's no
• 12:18
  Speaker 1: letup right now off of Iran. You've got Iran declaring
• 12:21
  Speaker 1: the Straight or hormonves Who's going to stay close until
• 12:23
  Speaker 1: the end of Trump's term. So unless Trump accepts all
• 12:27
  Speaker 1: these demands, which as you can see, there's several of
• 12:29
  Speaker 1: them there, including three hundred billion in compensation, one hundred
• 12:32
  Speaker 1: billion in frozen assets, all sanctions US troops, you know,
• 12:36
  Speaker 1: Trump is not going to go this route. So this
• 12:38
  Speaker 1: means that we are going to continue to see a
• 12:42
  Speaker 1: huge pressure from the Middle East. And of course all
• 12:45
  Speaker 1: this plays into two things, and that is going to
• 12:47
  Speaker 1: be fuel and energy, but not only for the US,
• 12:50
  Speaker 1: for the world. How does this play out globally if
• 12:54
  Speaker 1: we continue to see this happening in the Middle East?
• 12:58
  Speaker 1: How does this play out? We're going to find out
• 13:00
  Speaker 1: because I think now is where things are going to
• 13:02
  Speaker 1: start to shift. Here's Chris Christy talking about this. Take
• 13:05
  Speaker 1: a look.
• 13:07
  Speaker 3: It was an adventure without a plan. And now you
• 13:11
  Speaker 3: know I've struck this week when the Iranians put out
• 13:13
  Speaker 3: their list of demands to reopen the straight reparations, et cetera.
• 13:19
  Speaker 3: What struck me was that Donald Trump is about to
• 13:22
  Speaker 3: become what he never ever wanted to be. Jimmy Carter.
• 13:28
  Speaker 3: He is being held hostage by Iran they are holding
• 13:31
  Speaker 3: the straight of hormouse hostage. As a result, they're holding
• 13:34
  Speaker 3: the world economy hostage. And it's focused at Donald Trump.
• 13:38
  Speaker 3: And I know from talking to him over the last
• 13:40
  Speaker 3: twenty four years the one person he would never want.
• 13:43
  Speaker 2: To be talking about Jimmy Carter, right, So, and.
• 13:46
  Speaker 3: Here we are and it was all voluntary.
• 13:51
  Speaker 1: All right. So there you have it, guys. The point
• 13:53
  Speaker 1: this is going to be very critical as we play
• 13:57
  Speaker 1: out the next sixty to ninety days. Part of this
• 13:59
  Speaker 1: is going to be midterm led how the Republicans and
• 14:03
  Speaker 1: I think the Democrats navigate these waters because this is
• 14:07
  Speaker 1: going to become an issue economically for either party no
• 14:11
  Speaker 1: matter who wins, of trying to deal with this situation
• 14:15
  Speaker 1: from a macro headwind position. And there's a few assets
• 14:18
  Speaker 1: that could play very well on this. Obviously we'll see
• 14:21
  Speaker 1: golds start to I think, perform very well beyond what
• 14:24
  Speaker 1: we're seeing right now. But you also have to consider
• 14:27
  Speaker 1: where will digital assets play into this. This is a
• 14:30
  Speaker 1: key point, and clarity being held hostage right now in
• 14:33
  Speaker 1: DC may start to spin that one way or another
• 14:37
  Speaker 1: and at least give the industry some sort of direction,
• 14:41
  Speaker 1: whether it's good or bad. Or at least in a
• 14:42
  Speaker 1: position where now the SEC and the CFTC can start rulemaking.
• 14:46
  Speaker 1: Point is there's a lot of headwinds here that could
• 14:49
  Speaker 1: see that last little bit of a downturn in a
• 14:52
  Speaker 1: market before we start to see some things start to change,
• 14:56
  Speaker 1: so be on the lookout for that. There's not all
• 14:58
  Speaker 1: bad news, still some good news opportunity here. This starts
• 15:01
  Speaker 1: to set the market up in a very very interesting way,
• 15:04
  Speaker 1: so stay tuned. If you like this video, hit like
• 15:13
  Speaker 1: and subscribe, drop a comment down below, and also join
• 15:16
  Speaker 1: our free private member group. The link is in the
• 15:18
  Speaker 1: description