Latest / The Paul Barron Crypto Show / +$1.5 Billion Ethereum Purchase Incoming!🔥Crypto Market Update
Transcript
- 0:06Speaker 1: One point five billion is about to hit the market today.
- 0:08Speaker 1: We'll break it down for you and what that means
- 0:10Speaker 1: to some of the biggest movers out there. My name
- 0:12Speaker 1: is Small Baron. Welcome back into the show. Let's get
- 0:15Speaker 1: into it today. I do want to thank our sponsor,
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- 0:43Speaker 1: to get started. Guys, Let's get into it today because
- 0:45Speaker 1: there's a lot happening around the markets. Obviously, some of
- 0:48Speaker 1: the biggest keys that I want to get into are
- 0:51Speaker 1: what's going on in the S and P. One of
- 0:54Speaker 1: the things that happening is happening is these all time
- 0:56Speaker 1: highs that continue to explode, and I think this is
- 1:00Speaker 1: something that is starting to show up in a lot
- 1:02Speaker 1: bigger ways than people realize. Now. The real question is
- 1:05Speaker 1: is how much impact is this going to have on
- 1:08Speaker 1: crypto Remember that a lot of liquidity comes out of
- 1:12Speaker 1: the S and P five hundred and traditional markets in general.
- 1:15Speaker 1: It may be also why we're starting to see a
- 1:18Speaker 1: lot of these trends. So this is something that is
- 1:21Speaker 1: super huge. Along with that, you've got a couple other
- 1:23Speaker 1: things hitting highs, and of course that is gold surging
- 1:26Speaker 1: to thirty four hundred dollars, Bitcoin hitting all time highs
- 1:29Speaker 1: Ethereum crashing up over thirty eight hundred. A lot of
- 1:33Speaker 1: it has boiled down to two things. One of course,
- 1:35Speaker 1: has been bitcoin surge over these past few weeks to
- 1:39Speaker 1: where it's come back and somewhat stabilized, but the dominance,
- 1:43Speaker 1: of course, has fallen. I'll show you guys some stuff
- 1:44Speaker 1: on the charts here in a moment, and we will
- 1:46Speaker 1: break down a couple of things, including XRP, so stick
- 1:48Speaker 1: around for that. But one of the things that I
- 1:51Speaker 1: think is resident now more so than it has been
- 1:55Speaker 1: in the past few months, and that is the amount
- 1:57Speaker 1: of money coming into a thing, and that is the
- 2:01Speaker 1: one that I think starts to move the market when
- 2:04Speaker 1: we start to see eight move. Remember this has been
- 2:07Speaker 1: one of the key factors that starts to create this
- 2:09Speaker 1: domino effect. I want to go to a clip real
- 2:12Speaker 1: quick where Tom Lee breaks a little bit of this down.
- 2:14Speaker 1: Take a look.
- 2:15Speaker 2: And so most investors are under exposed at the moment
- 2:20Speaker 2: and they're trying to look at headlines with a half
- 2:23Speaker 2: empty view. But as you guys know, earnings have actually
- 2:27Speaker 2: been really resilient, and I think it tells a very
- 2:29Speaker 2: good story.
- 2:30Speaker 3: Here we are one twenty basically on.
- 2:33Speaker 4: Bitcoin, which you used to.
- 2:34Speaker 3: Say at seventy and you know that that was a
- 2:39Speaker 3: sixty percent move or something that you were, yeah, forecasting
- 2:43Speaker 3: is within the next couple of months or at least
- 2:45Speaker 3: this year. Here we are now what one fifty.
- 2:48Speaker 2: I think the two hundred to two hundred fifty thousand
- 2:50Speaker 2: for bitcoin still makes sense because that would still only
- 2:53Speaker 2: valuate it at twenty five percent of the size of
- 2:55Speaker 2: the gold market. Okay, so I think digital goal means
- 2:59Speaker 2: bitcoins be worth over a million per bitcoin, and it
- 3:02Speaker 2: could happen in the next few years, but maybe pricing
- 3:05Speaker 2: twenty five percent of that, especially with Genius act, makes sense.
- 3:08Speaker 3: Ether has taken off. Reason it was down at seventeen
- 3:11Speaker 3: hundred or something like a month ago or two much. Yes,
- 3:14Speaker 3: now it's back almost what thirty six or something.
- 3:16Speaker 2: That's right, And I know Mark new and our head
- 3:18Speaker 2: of technicals thinks it's five thousands doable near term, but
- 3:22Speaker 2: if you value similar circle, it's over. It's more between
- 3:25Speaker 2: ten and twenty thousand, all right.
- 3:28Speaker 1: So I want you to kind of frame that for
- 3:31Speaker 1: a second. What Tom Lee, who is, I would say
- 3:34Speaker 1: right now, the number one super investor. He's been able
- 3:36Speaker 1: to call these moves probably more efficiently than anyone in
- 3:40Speaker 1: the market around crypto, especially bitcoin. Right now, he's starting
- 3:45Speaker 1: to focus in obviously with what he's doing over at
- 3:47Speaker 1: BM and R, but also what he's doing with understanding
- 3:51Speaker 1: the ether market in and as of a whole. One
- 3:55Speaker 1: of the key things that of course dropped today was
- 3:58Speaker 1: this right here, and this is a big deal, guys.
- 4:01Speaker 1: This is Pantic Capital. They're backing a company what they're
- 4:05Speaker 1: dotting as Ether Machine, which is going to be going
- 4:07Speaker 1: public with one point five billion in raised potential. Now
- 4:11Speaker 1: this hasn't happened yet. That's four hundred thousand eighth that
- 4:14Speaker 1: they would have to purchase in the market. This would
- 4:17Speaker 1: be the largest institutional etheroeum exposure and yield ever. This
- 4:21Speaker 1: would make it number one immediately. All right, One other
- 4:26Speaker 1: thing I want to show you in this thread which
- 4:27Speaker 1: is interesting right here, and that of course, is the
- 4:30Speaker 1: value secured on change. You can kind of see the
- 4:32Speaker 1: explosion that is comparison to Solana, Avalanche, Sweezeyke, Sink, et cetera.
- 4:38Speaker 1: Eth is in by far the lead position. And part
- 4:41Speaker 1: of this is because of what we're seeing right here,
- 4:44Speaker 1: and these are legacy shells that have been out there.
- 4:46Speaker 1: They come with baggage. So until we see ETFs that
- 4:49Speaker 1: can stake, this is going to be the consistent play
- 4:53Speaker 1: in the market. So be ready for this, guys. I
- 4:56Speaker 1: think we're going to see a lot more strategic moves
- 4:59Speaker 1: going this direction. This may be a scenario to what
- 5:02Speaker 1: Tom Lee was referencing of a ten K eight as
- 5:05Speaker 1: well within range. Just so you know, they are going
- 5:08Speaker 1: to be as ether M not as Dynx, which is
- 5:11Speaker 1: our current takeer that's getting ready to change. So there
- 5:14Speaker 1: is one clip that I want to play here that
- 5:16Speaker 1: gives you a vision of where this could go. So
- 5:19Speaker 1: take a.
- 5:19Speaker 4: Look ethereum is able to embed any type of digital asset,
- 5:24Speaker 4: a bar of gold, a barrel of oil, a stock,
- 5:27Speaker 4: a bond, a derivative, and then embed those into digital
- 5:31Speaker 4: legal agreements, and in doing so you're able to expedite
- 5:36Speaker 4: the velocity of money. Ether produces yield if it's properly managed,
- 5:42Speaker 4: and that's what you call the ether machine. Yes, and
- 5:44Speaker 4: so the ETFs right now don't generate yield because they
- 5:48Speaker 4: don't enable staking, and we're able to enable staking, and
- 5:52Speaker 4: we're able to do other additional risk management on top
- 5:56Speaker 4: of that. There has been some commentary, i think from
- 5:58Speaker 4: Larry Fink or others that you might start to see
- 6:00Speaker 4: ETFs that actually can do some of the things you're
- 6:03Speaker 4: talking about. So we believe that they will eventually be
- 6:06Speaker 4: able to enable staking, but we don't think that they'll
- 6:08Speaker 4: be able to stake at full capacity. And then furthermore,
- 6:12Speaker 4: they're not going to be able to participate in the
- 6:15Speaker 4: active management of the decentralized financial economy. So this is
- 6:20Speaker 4: ethereum staking plus participation in the DeFi economy. So you're
- 6:24Speaker 4: an ethereum guy. Do you own bitcoin? I'm not. I
- 6:28Speaker 4: do not own bitcoin none. I'd rather have an iPhone
- 6:31Speaker 4: than a landline. Ooh, that's like a sick burn, the
- 6:35Speaker 4: kids might say, all.
- 6:37Speaker 1: Right, so a little bit of a burn there as
- 6:38Speaker 1: you guys saw you know, I think this was the
- 6:40Speaker 1: chairman over it now the Ether Machine ETHM, and he
- 6:44Speaker 1: gets into some very key points of the velocity of money.
- 6:47Speaker 1: And this is something that I want you guys to
- 6:48Speaker 1: wrap your heads around. If you think about ethereum, the
- 6:51Speaker 1: ecosystem and the potential DeFi opportunities that it represents. He
- 6:56Speaker 1: is exactly right. Is that companies like ETHM, along with
- 7:01Speaker 1: others that may go in this direction that are much
- 7:03Speaker 1: more than say just a holding company. This starts to
- 7:06Speaker 1: shift a dynamic that could easily compete against the ETH ETFs.
- 7:11Speaker 1: But more importantly, this starts to move massive, massive markets
- 7:15Speaker 1: into the space. Remember eth number one position in terms
- 7:18Speaker 1: of real world asset allocation, that gets into real estate,
- 7:21Speaker 1: that gets into all sorts of asset allocation going in
- 7:25Speaker 1: the future, ETH will be the key component there. And
- 7:28Speaker 1: I think now Wall Street is starting to wake up
- 7:30Speaker 1: to all of this. Some of the things that could
- 7:32Speaker 1: play into this that really need to I think catch
- 7:35Speaker 1: your attention is as you look at projects like what
- 7:39Speaker 1: coinbase is talking about. There's a shift right now that
- 7:42Speaker 1: is happening between bitcoin, especially into ETH and SOUL, and
- 7:47Speaker 1: I think we're going to see more and more SPOTYTF
- 7:51Speaker 1: starting to rolling in timing is very pcurious here because
- 7:55Speaker 1: I think the situation with the amount of investment coming
- 7:57Speaker 1: into these ether strategic holding companies and companies, along with
- 8:02Speaker 1: what's happening in these ETFs, whether it's Salana, XRP obviously
- 8:08Speaker 1: what we'll see on Ethereum continue to grow. These are
- 8:11Speaker 1: huge things going forward. Other factors into this. If you
- 8:15Speaker 1: look at this right here, corporate shift from speculation to
- 8:18Speaker 1: strategic allocation. That's another huge step because it has been
- 8:23Speaker 1: a very speculative play over the last few years. That's
- 8:27Speaker 1: starting to change. And of course you got to look
- 8:29Speaker 1: at where non crypto plays are going. Coinbase, of course,
- 8:33Speaker 1: their ipo investors are now above water, which is insane
- 8:37Speaker 1: that this market has come back that far. Look at
- 8:39Speaker 1: the growth on this guys from where this has been
- 8:41Speaker 1: playing to where it is today. And then you also
- 8:45Speaker 1: take a look at Robinhood absolutely skyrocketing up the charts.
- 8:49Speaker 1: All of this happening right now, and Ethereum is still
- 8:53Speaker 1: under four k, has not reached its all time high.
- 8:57Speaker 1: As we go forward, last couple of tweets I want
- 8:59Speaker 1: to hit on, of course XRP surpassing two hundred and
- 9:02Speaker 1: fifty billion in market cap. I think more importantly, we
- 9:06Speaker 1: are starting to see some very very big potential opportunities
- 9:10Speaker 1: here for XARP. Obviously there's coming in terms of payment
- 9:12Speaker 1: reils and cross border payments, but there's so many other
- 9:15Speaker 1: things that are happening. Last in that I want to
- 9:17Speaker 1: hit on is poly market and the capacity that it
- 9:20Speaker 1: has is now going to be extended to derivatives. This
- 9:24Speaker 1: is a huge move. And if this becomes available in
- 9:28Speaker 1: the United States, and it looks like it will be,
- 9:30Speaker 1: this starts to change the dynamic of the market. Many
- 9:34Speaker 1: of the market players. Things are going to get very competitive, guys,
- 9:37Speaker 1: So be on the lookout for that. One thing is
- 9:39Speaker 1: I scan out on the chart here, you'll look back
- 9:41Speaker 1: all the way in January. The one thing that this
- 9:43Speaker 1: momentum has created, we have not seen this kind of
- 9:46Speaker 1: chart outside of Bitcoin. I'll just go over to Bitcoin
- 9:49Speaker 1: for an example. That low and then this explosion that's
- 9:53Speaker 1: happening right there. But if you compare that to something
- 9:56Speaker 1: like Solana, which has not even broken out yet. Many
- 9:58Speaker 1: people now believe this is easily going to go back
- 10:01Speaker 1: up to maybe around the two fifty range. Two hundred
- 10:05Speaker 1: is easily within site right now, where it's trading at
- 10:07Speaker 1: one ninety six. As we go here, swite over four
- 10:11Speaker 1: dollars also starting to break up. But again this chart
- 10:13Speaker 1: is not seen the explosiveness that we've seen right here
- 10:17Speaker 1: with XRP. So what this means, guys, eighth is beginning
- 10:22Speaker 1: to be very interesting as it breaks thirty seven hundred
- 10:26Speaker 1: on its way to thirty eight hundred. I think four
- 10:28Speaker 1: thousand is within range, maybe within the week, and I
- 10:32Speaker 1: think we are looking for some big, big moves coming
- 10:35Speaker 1: in very quickly. So all right, if you guys are
- 10:37Speaker 1: not subscribed to the Diamond Circle, make sure and get
- 10:40Speaker 1: in on that as well. That's our own private email
- 10:42Speaker 1: list right now, guys, this is the time where markets
- 10:46Speaker 1: are about to move, so you want to be at
- 10:49Speaker 1: the front edge of this. Follow me on X at
- 10:52Speaker 1: Paul Baron. I'll catch you next time right here on
- 10:54Speaker 1: the Paul Baron Show.