Latest / The Paul Barron Crypto Show / July 4th Crypto Crash?🔥Market Update

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July 4th Crypto Crash?🔥Market Update · The Paul Barron Crypto Show

• 0:00
  Speaker 1: Is the July fourth crash incoming. Today, we're going to
• 0:02
  Speaker 1: be breaking it down for you. It is important because
• 0:05
  Speaker 1: there's going to be some things happening. I think this week.
• 0:07
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• 0:09
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• 0:42
  Speaker 1: try it for yourself. First thing I want to do
• 0:45
  Speaker 1: is start off with this tweet right here, and that
• 0:47
  Speaker 1: is I think this pretty much says it all in
• 0:49
  Speaker 1: its own guys. Right there, half a trillion dollars has
• 0:53
  Speaker 1: been erased from the US stock market today, leading in
• 0:56
  Speaker 1: there as in Nvidia Micron, which remember Micron was the
• 1:00
  Speaker 1: pretty much the poster child for what we've seen in
• 1:03
  Speaker 1: the AI trend. But also in the sense of what
• 1:06
  Speaker 1: costs are being related into hardware. And of course we've
• 1:09
  Speaker 1: talked about the Apple increase already. All these things are
• 1:13
  Speaker 1: starting to impact now on the market. Mag seven lose
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  Speaker 1: over two point three trillion in June. This is their
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  Speaker 1: worst month ever in a year. Apple, Microsoft, and Vidia, Amazon, Alpha,
• 1:25
  Speaker 1: bat Tesla all erase two point three trillion. There, So, guys,
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  Speaker 1: a serious issue. I get it that probably long term,
• 1:31
  Speaker 1: this is still up and the group is down ten
• 1:34
  Speaker 1: in June, but it encourse for its worth month. But
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  Speaker 1: it's down three percent for the first half of the year.
• 1:40
  Speaker 1: So if you're in here short in recent runs, you're
• 1:44
  Speaker 1: still behind the eight ball. I want to go to
• 1:46
  Speaker 1: a clip real quick. This one will go into how
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  Speaker 1: the stocks are keeping up momentum.
• 1:51
  Speaker 2: Take a look, which, as we said's best quarter ever,
• 1:55
  Speaker 2: but throw up now a one month we've been questioning.
• 1:58
  Speaker 2: Look at that little more choppy, a little more volatile.
• 2:01
  Speaker 2: Leaves the open question of is it going to be
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  Speaker 2: a momentum led market in the second half of.
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  Speaker 3: It or not.
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  Speaker 4: I still believe that it will be. I think a
• 2:10
  Speaker 4: lot of the reasoning why momentum has trailed in the
• 2:14
  Speaker 4: month of June is related to the max seven for
• 2:17
  Speaker 4: the month of June. Each one of those is down,
• 2:19
  Speaker 4: but yet collectively, when you look at them on the
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  Speaker 4: year only, Meta is really the name that's down.
• 2:25
  Speaker 5: I only need to show you this one chart. This
• 2:27
  Speaker 5: is a thing that would own Flextronics and every other
• 2:31
  Speaker 5: component supplier or vendor to the CAPEX build out. And
• 2:35
  Speaker 5: of course Micron's in here, et cetera, et cetera. They
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  Speaker 5: sold these stocks all year because these are the companies
• 2:42
  Speaker 5: doing the spending, cutting the checks. What do we think
• 2:45
  Speaker 5: for the second half? Well, tell me, are the check
• 2:48
  Speaker 5: writers about to all of a sudden stop writing checks?
• 2:51
  Speaker 5: I don't think so. If you think that all of
• 2:54
  Speaker 5: a sudden something's going to reverse the earnings growth that's
• 2:58
  Speaker 5: powering that equal way tech. Okay, tell me what it is.
• 3:02
  Speaker 1: One of the things that he's hitting on, and I
• 3:04
  Speaker 1: think the market is hitting on right there is who
• 3:06
  Speaker 1: are the winners and losers here? You look at what
• 3:09
  Speaker 1: has been happening with Micron, and remember, let's not forget
• 3:12
  Speaker 1: that even Trump himself has been out there pumping on Micron.
• 3:15
  Speaker 1: And this is an interesting company because when you look
• 3:19
  Speaker 1: at the deep dive on Micron and some of the
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  Speaker 1: deals that they're making with some of the suppliers, I
• 3:25
  Speaker 1: should say they're vendors being a supplier to them. Remember
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  Speaker 1: Micron making these chips that are memberships in every PC
• 3:32
  Speaker 1: out there, every computer out there, And especially when you
• 3:35
  Speaker 1: get into things like Apple, which is causing all this
• 3:38
  Speaker 1: price gouging that I think is happening right now, and
• 3:41
  Speaker 1: it's not over. This is the point Apple's already playing
• 3:44
  Speaker 1: that this is still going to continue to go. So
• 3:46
  Speaker 1: you could agree that the market could still see some uptime,
• 3:50
  Speaker 1: at least with some of these companies, the picks and
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  Speaker 1: shovel companies that are supplying this AI revolution. So that's
• 3:57
  Speaker 1: the real question that everybody's asking. Are we going to
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  Speaker 1: continue to see the market push or do we see
• 4:02
  Speaker 1: a major pullback. Here's a clip talking about that we're
• 4:06
  Speaker 1: all profiting. This is Trump talking. Take a look, Well,
• 4:09
  Speaker 1: you know I.
• 4:10
  Speaker 6: Have profiting because the stock market's going up. Everybody's profiting.
• 4:13
  Speaker 6: If you have a four oh one K, how's your
• 4:16
  Speaker 6: four oh one k done? It's about up eighty five percent,
• 4:20
  Speaker 6: thank you, President jump. So we're all profiting. I'm profiting
• 4:23
  Speaker 6: because I have a lot of money and a lot
• 4:26
  Speaker 6: of cash, and I give it to institutions. I don't
• 4:29
  Speaker 6: know if they know what they're doing or not, but
• 4:32
  Speaker 6: they buy a vast array of things going to meet with.
• 4:38
  Speaker 1: All right, they're buying a vast array of things. And
• 4:40
  Speaker 1: of course the market may be pumping, but crypto is not,
• 4:44
  Speaker 1: mister President, and you can see it right here, fear
• 4:47
  Speaker 1: and greed continues to pump downward. Bitcoin below sixty k
• 4:52
  Speaker 1: market is definitely in shambles when we look at this,
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  Speaker 1: and we are setting on a potential hit on clarity
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  Speaker 1: that could also so be hitting very shortly, and that
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  Speaker 1: is a concern. I think that's going to be going
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  Speaker 1: forward right now. Eleven billion a race from bitcoin ETFs,
• 5:08
  Speaker 1: another major hit and draw down in the industry. Crypto
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  Speaker 1: quant now showing more than one hundred and sixty thousand
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  Speaker 1: bitcoin have now left the ETF providers out there. This
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  Speaker 1: is a big deal, guys, and it's probably something that
• 5:23
  Speaker 1: there are some people in the market who have benefited
• 5:27
  Speaker 1: from this run up. And now we're setting at a
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  Speaker 1: sub sixty k bitcoin. Where does it stop? What do
• 5:33
  Speaker 1: you guys think? Let me know down in the comments.
• 5:35
  Speaker 1: Where do you think bitcoin falls to and how far
• 5:38
  Speaker 1: will the market actually push if you look at some
• 5:41
  Speaker 1: of the ogs out there, I mean, come on, this
• 5:43
  Speaker 1: is the Winklevoss Twins now maybe selling bitcoin. They are
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  Speaker 1: now moving sixty million in bitcoin. I know that's not
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  Speaker 1: a loft for them under circumstances, but seven million in
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  Speaker 1: eighth over to gem Ni And that could mean all right,
• 5:56
  Speaker 1: I'm just going to park it there, or it could
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  Speaker 1: mean we're getting ready to do a little exiting and
• 6:01
  Speaker 1: see where this goes from here. This is a big
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  Speaker 1: deal for the future of where crypto is heading. Other
• 6:08
  Speaker 1: things you got to look at is what Michael Sailor
• 6:10
  Speaker 1: has said. And Sailor is worried, and I think he
• 6:13
  Speaker 1: should be around what has been called the AI black hole.
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  Speaker 1: His point, though, is this right here. AI summer ends,
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  Speaker 1: those deals, settle capital will rotate back into bitcoin, but
• 6:25
  Speaker 1: it's out undervalue relatively fundamental projects like bitcoin. And then
• 6:30
  Speaker 1: of course Q three being likely the turning point going forward,
• 6:34
  Speaker 1: and maybe Q four normalizing for the window. So what
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  Speaker 1: he's saying here is make it through the summer. Q
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  Speaker 1: three starts to see a little bit of an upturn,
• 6:43
  Speaker 1: but how far do we see the red days start
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  Speaker 1: to slice through July and August is the real question
• 6:50
  Speaker 1: as we rotate into Q three and Q four, big
• 6:53
  Speaker 1: deals ahead. I think when you look at all of this,
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  Speaker 1: and one of the things that you have to consider
• 7:00
  Speaker 1: is this clarity is one of the biggest issues that
• 7:03
  Speaker 1: we're facing right now as an industry. I want to
• 7:05
  Speaker 1: go to one more clip because this gets into even
• 7:08
  Speaker 1: more reveal from this disclosure. And this is the NBC
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  Speaker 1: kind of breaking this down to try to make a
• 7:14
  Speaker 1: little bit of sense about this.
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  Speaker 7: Take a look in President Trump's biggest stockholdings include Amazon, Meta, Nvidia, and.
• 7:23
  Speaker 1: Tesla four point seven million.
• 7:26
  Speaker 2: I almost contributed to that Trump watches I was going to.
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  Speaker 8: Buy you one.
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  Speaker 2: Okay, how about this question? If he was not president,
• 7:35
  Speaker 2: would his businesses have gone up more or less?
• 7:39
  Speaker 7: So let's start on the world liberty business cryptoregulations would
• 7:44
  Speaker 7: have been different probably under a different president. Would the
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  Speaker 7: UA have made a massive investment in liberty financial question?
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  Speaker 2: I don't know, you know what is good that there
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  Speaker 2: is all this disclosure?
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  Speaker 1: Sure, so what you saw there in the clip, of course,
• 7:57
  Speaker 1: kind of gets into the point. I think one analyst
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  Speaker 1: was trying to push that, hey, this is normal, and
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  Speaker 1: then it wouldn't be if you weren't president that kind
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  Speaker 1: of scenario. If you look at his holdings, and to
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  Speaker 1: his point, these are the holdings that he is in
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  Speaker 1: the middle of, and the portfolio is mainly focused on
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  Speaker 1: American excellence, they'll call it right there, and that's all
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  Speaker 1: the recognized stocks and things of that nature. The challenge
• 8:21
  Speaker 1: is to what extent does Trump have the ability to
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  Speaker 1: inflict profitability upon these companies. I mean, if you look
• 8:29
  Speaker 1: at Micron and Vidia, Tasela, all these companies very correlated
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  Speaker 1: to a lot of decisions that the Trump administration is
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  Speaker 1: doing out there. And remember he also owns and I
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  Speaker 1: say he meeting the US government also owns stake in
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  Speaker 1: some of these companies that are out there, including companies
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  Speaker 1: like Intel. So there's a big issue that I think
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  Speaker 1: this really starts to boil into. But the one that
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  Speaker 1: really hits everybody hard, I think is this one right here,
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  Speaker 1: and that is the disclosure on crypto holdings. Well, you've
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  Speaker 1: got right there. Trump continues to extract from Crypto extracted
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  Speaker 1: one point one billion, and he did it through things
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  Speaker 1: like the Trump Memecoin, the World Liberty, Phi token sales,
• 9:09
  Speaker 1: sales of ownership and interest on USD one. Remember that's
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  Speaker 1: the one that they were talking about right there on
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  Speaker 1: the clip. Part of Trump's take in World Liberty five millennia,
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  Speaker 1: another six million. So these are the kind of things
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  Speaker 1: that are being released out there, and the timing guys,
• 9:26
  Speaker 1: come on, this is perfect fud for being able to
• 9:30
  Speaker 1: go in hard against the Clarity Act. And that is
• 9:34
  Speaker 1: the problem that everybody is facing today. And the ammunition
• 9:38
  Speaker 1: that they're going to use is I think lined up
• 9:41
  Speaker 1: with what they think is the biggest onslaught of corruption.
• 9:45
  Speaker 1: I want to go to a clip about that.
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  Speaker 7: Take it.
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  Speaker 8: What is your reaction to the scale of what we're
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  Speaker 8: seeing in this disclosure of how much Trump is earning
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  Speaker 8: from these crypto ventures over a billion dollars last year alone? Right,
• 9:57
  Speaker 8: this isn't a cumulative number, it's in one year.
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  Speaker 6: Is it legal?
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  Speaker 9: I don't believe. So how can that be anything other
• 10:02
  Speaker 9: than trading on his image and likeness in violation of
• 10:07
  Speaker 9: the emoluments closed is something that I think the average
• 10:09
  Speaker 9: American should be staggered by. But you mentioned the scale,
• 10:14
  Speaker 9: and I think the scale here is just it's intentional.
• 10:18
  Speaker 9: There's no question. I mean, we are seeing the greatest
• 10:20
  Speaker 9: onslaught of corruption in the history of mankind in the
• 10:23
  Speaker 9: last eighteen months. And this disclosure on top of the
• 10:28
  Speaker 9: disclosure that he issued last month where he listed recent
• 10:32
  Speaker 9: trades up to seven hundred and fifty million dollars in trades,
• 10:36
  Speaker 9: many of which involved government contractors. So the grift is
• 10:40
  Speaker 9: on it's stunning.
• 10:41
  Speaker 1: So when you think about that, I'll jump back to clarity.
• 10:43
  Speaker 1: Here you've got Mooch talking about it. Autism Capaquina hit
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  Speaker 1: it right there. You know you're making a billion ninety
• 10:50
  Speaker 1: percent of the bear market. You know, thanks for playing.
• 10:53
  Speaker 1: You guys are out there, and that's the issue that
• 10:55
  Speaker 1: we're facing. Scaramugie comes in, Hey, this is going to
• 10:58
  Speaker 1: be cited as the main reason of doesn't pass. Hopefully
• 11:02
  Speaker 1: my crypto bros and sisters have gotten the message. We'll
• 11:05
  Speaker 1: see going forward. And of course the person that will
• 11:09
  Speaker 1: take the hammer and use it, well, that's going to
• 11:13
  Speaker 1: be Elizabeth Warren. Crypto legislation heading sent the floor, must
• 11:16
  Speaker 1: stop president and his family. All of this timing perfect.
• 11:20
  Speaker 1: How could you even play this out any better? For
• 11:23
  Speaker 1: the banks? Just release this gets out of the market.
• 11:27
  Speaker 1: You know, Warren has her ammunition, and off they go
• 11:30
  Speaker 1: to the races. And now you have Clarity falling to
• 11:32
  Speaker 1: its lowest point, down to forty percent over the last
• 11:35
  Speaker 1: couple of days and continuing to decline. So, if you
• 11:38
  Speaker 1: guys think Clarity is going through, let me know in
• 11:41
  Speaker 1: the comments down below. Just put Clarity yes or Clarity no.
• 11:45
  Speaker 1: I'd love to get your feedback. Last clip I want
• 11:47
  Speaker 1: to go to is something that I think worries me
• 11:51
  Speaker 1: a little bit because that it's not saying that Clarity
• 11:55
  Speaker 1: won't pass, but it's it's a position that might be
• 11:58
  Speaker 1: preparing for Clarity to not pass. Take a look.
• 12:01
  Speaker 3: So, you guys were in the news recently. You structured
• 12:03
  Speaker 3: a ten million dollar trade, a prediction market trade over
• 12:06
  Speaker 3: the counter with ARCA, a crypto fund, relating to the
• 12:10
  Speaker 3: likelihood that Clarity the Clarity Act would or would not
• 12:14
  Speaker 3: become law before the end of the year. What was that.
• 12:17
  Speaker 10: Basically ARCA came to us they said, you know, we
• 12:20
  Speaker 10: believe that we believe that Clarity is is going to pass,
• 12:24
  Speaker 10: and we're going to position our book in such a
• 12:26
  Speaker 10: way where you know, we should benefit if it does. However,
• 12:29
  Speaker 10: we're thinking about, you know, what is the appropriate hedge
• 12:31
  Speaker 10: vehicle here, probably like the best way to you know,
• 12:36
  Speaker 10: protect our portfolio to the downside.
• 12:38
  Speaker 3: So they wanted to buy no, the Clarity will not
• 12:40
  Speaker 3: become law because they feel that if it doesn't become law,
• 12:43
  Speaker 3: that would negatively impact their crypto portfolio, so they want
• 12:46
  Speaker 3: to own it as a hedge.
• 12:47
  Speaker 10: Basically, yeah, exactly. It basically means that if Clarity does
• 12:50
  Speaker 10: not pass, then their other portfolio is you know, potentially
• 12:54
  Speaker 10: going to suffer as a result of that, they think,
• 12:56
  Speaker 10: And that's what they think.
• 12:57
  Speaker 1: All right, So there you have it. So if you're out,
• 13:00
  Speaker 1: they're on poly market. You're looking at these odds right now,
• 13:04
  Speaker 1: and you're looking at the hedge of what could happen
• 13:07
  Speaker 1: if Clarity doesn't go through, if it fails in the
• 13:09
  Speaker 1: Senate just to give vote on or goes to the
• 13:11
  Speaker 1: Senate and gets struck down. What is this going to
• 13:13
  Speaker 1: look like long term for the crypto market. I think
• 13:16
  Speaker 1: this is the issue that everybody's facing. I still question
• 13:20
  Speaker 1: whether or not Sailor is right in the sense that
• 13:22
  Speaker 1: this is just a two to three month worry and
• 13:25
  Speaker 1: that this might pick up at the end of twenty
• 13:28
  Speaker 1: twenty six. That is a concern right now, but July
• 13:32
  Speaker 1: fourth could be the beginning of all of this. Carnage
• 13:36
  Speaker 1: in the streets, so stay tuned we'll cover more. If
• 13:44
  Speaker 1: you like this video, like and subscribe, drop a comment
• 13:47
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• 13:51
  Speaker 1: The link is in the description.