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Conflict Crash Over?🔥Crypto Market Update🚨 · The Paul Barron Crypto Show

0:06
Speaker 1: Should you buy the conflict today, We'll break it down
0:08
Speaker 1: for you to give you some insights to where maybe
0:10
Speaker 1: the market is going with all of this happening globally.
0:12
Speaker 1: My name is Paul Barre. Welcome back in a tech path.
0:14
Speaker 1: Let's get started. I do want to thank our sponsor,
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0:37
Speaker 1: Try it out to see what you guys think. I
0:39
Speaker 1: want to go to this first tweet, and this outlines
0:41
Speaker 1: where the volatility is coming from. Obviously, the strike against
0:44
Speaker 1: Iran and the nuclear sites and the potential of where
0:48
Speaker 1: Iran could look at in terms of a response, and
0:51
Speaker 1: that means on US military basis. This is where the
0:53
Speaker 1: volatility is going to start getting a little bit dicey,
0:57
Speaker 1: and I think this is what we're going to continue
0:59
Speaker 1: to see for quite some time as we play this
1:01
Speaker 1: out over the summer, and I think a couple of
1:03
Speaker 1: points you've got to look at right now is how
1:06
Speaker 1: does this affect other markets? And one of the things
1:09
Speaker 1: that has been affected by this has been oil. White
1:12
Speaker 1: House also is saying, hey, we still need to get
1:15
Speaker 1: into a diplomatic solution with Iran, but also look at
1:20
Speaker 1: the pricing, because what we're looking at right now in
1:23
Speaker 1: the US five hundred the crude oil situation, natural gas
1:26
Speaker 1: as the largest producer. We're also the largest producer of oil.
1:29
Speaker 1: The question is is how much pressure does this put
1:32
Speaker 1: on most of these assets on a global stage as
1:35
Speaker 1: this thing starts to heat up.
1:36
Speaker 2: I want to go to a.
1:37
Speaker 1: Clip here because this is where it gets into some breakdown.
1:41
Speaker 1: And this is CNBC on whether or not this escalation is.
1:45
Speaker 2: Going to continue to breed uncertainty.
1:47
Speaker 3: Take a look and people are arguing on both sides
1:51
Speaker 3: with some amount of conviction but very little foundation. So
1:55
Speaker 3: there is no clear view on what happens next. Second,
2:00
Speaker 3: the market has been conditioned to fade jaeopolitical shocks. You
2:05
Speaker 3: make money when you fade jaeopolitical shocks. Thirdly, the cost
2:10
Speaker 3: of getting it wrong can be very high. And you
2:12
Speaker 3: see this in the oil market. Gwent where it is
2:15
Speaker 3: today is a very unstable price. Either it should be
2:19
Speaker 3: fifteen dollars lower because we have a situation of excess
2:23
Speaker 3: supply in the marketplace, or alternatively, you really believe that
2:28
Speaker 3: we're going to get a major disruptions to supply out
2:30
Speaker 3: of the Middle East, and should be fifteen dollars higher. And
2:33
Speaker 3: when you have that amount of gapping risk on both sides,
2:38
Speaker 3: it tends to paralyze you in terms of making any
2:41
Speaker 3: major bet. So you put these three things together, I'm
2:43
Speaker 3: not super surprised, all right.
2:45
Speaker 1: So the point obviously Muhammad getting at is the vattelity
2:49
Speaker 1: how you play this, because many people would look at
2:51
Speaker 1: and say, well, if there isn't going to be a disruption,
2:53
Speaker 1: major disruption, because if we do get a disruption from
2:57
Speaker 1: the oil side of things, it will cause pain cross
3:00
Speaker 1: a lot of the globe, and that of course would
3:03
Speaker 1: have immediate impact on crypto in general. But if you
3:06
Speaker 1: look at the bitcoin performance one month and one year
3:09
Speaker 1: after these big war scares, this is all goes all
3:12
Speaker 1: the way back to two thousand and you can kind
3:14
Speaker 1: of see Russia current in there plus sixty two percent
3:17
Speaker 1: in a year later, Israel Gaza plus one forty four
3:21
Speaker 1: Now the current tensions between Iran and Israel plus forty
3:24
Speaker 1: five even now COVID, if you go back and look
3:26
Speaker 1: that plus six hundred and thirteen percent. Now, this is
3:31
Speaker 1: what I think is constructing right now within the Middle East. Yes,
3:35
Speaker 1: the US has made a strike against Iran, but I
3:38
Speaker 1: think the point that we're going to see is this
3:40
Speaker 1: right here, here's the response to what has happened over
3:44
Speaker 1: the weekend. Iran now is attacking a US base in Katar,
3:47
Speaker 1: in Iraq. And the point behind this is these are
3:49
Speaker 1: pretty much empty bases, which is why I think you're
3:52
Speaker 1: starting to see crypto perform right now. Even as we're
3:55
Speaker 1: recording this, Bitcoin holding it around one oh three so
3:58
Speaker 1: up considerably up from its ninety nine k ninety eight
4:01
Speaker 1: k over the weekend when this thing was happening. So
4:04
Speaker 1: let me know in the comments, are you guys playing
4:06
Speaker 1: this on a little bit more aggressive scale? Are you
4:08
Speaker 1: trying to sell this news? Are you looking at this
4:11
Speaker 1: is going to play into a very volatile situation where
4:15
Speaker 1: you can make some trades on this. I'm kind of
4:17
Speaker 1: curious how you guys are playing another thing. If you
4:19
Speaker 1: look at the S and P the nine to eleven attacks,
4:21
Speaker 1: sharp decline. Obviously a year later recovery was positive. Initial drop,
4:26
Speaker 1: then it was a rebound Iraq war this was two
4:28
Speaker 1: thousand and three, modest drop, strong gains. Russia invades Crimea
4:32
Speaker 1: that was the original that was twenty fourteen, mild volatility.
4:35
Speaker 2: Then upward. Key is is that, yes.
4:38
Speaker 1: There is an impact in the beginning and the restructure
4:41
Speaker 1: of the globe kind of blending around some of these things.
4:45
Speaker 1: Outside of something that would be super catastrophic, most of
4:49
Speaker 1: these kind of situations breed market instability in the beginning,
4:54
Speaker 1: and then of course we see a play differently going forward.
4:57
Speaker 1: If you go back and just look at where the
5:00
Speaker 1: S and P was during that period of time. This
5:02
Speaker 1: was back in two thousand and three and up a
5:05
Speaker 1: year later almost forty percent. So this is interesting when
5:09
Speaker 1: you kind of compare our people selling into these conflicts
5:13
Speaker 1: and creating opportunities for people just to buy the bitcoin
5:17
Speaker 1: that you just let go at ninety nine K. That
5:20
Speaker 1: is why you know, you get into diamond hands. And
5:23
Speaker 1: that's what we're talking about here on the show. All right,
5:25
Speaker 1: I want to go to a clip here This is
5:26
Speaker 1: by pomp Pompeiano, and he's getting into this idea of
5:30
Speaker 1: volatility because remember a lot of people will get in
5:32
Speaker 1: and out of the market, especially when you look at
5:34
Speaker 1: some of these all coins, but primarily Bitcoin ethereum, even
5:37
Speaker 1: some stocks, and they explain the volatility might play into
5:41
Speaker 1: maybe your strategy overall.
5:42
Speaker 2: Take a look.
5:43
Speaker 4: I think that over the weekend we've now seen throughout
5:45
Speaker 4: this year, multiple geopolitical events have transpired on Saturday or Sunday,
5:49
Speaker 4: the traditional markets are closed. Bitcoin is twenty four to
5:52
Speaker 4: seven global and liquid, and so people do sell what
5:55
Speaker 4: they want to sell. The volatility of bitcoin is what
5:57
Speaker 4: is attractive to a very large audience of those holders.
6:01
Speaker 2: But also I.
6:02
Speaker 4: Think that the large pools of capital now realize that
6:05
Speaker 4: it is big enough for them to allocate to. And
6:07
Speaker 4: that's where you're really seeing kind of this adoption, both
6:10
Speaker 4: on Wall Street and at the nation state level, and
6:11
Speaker 4: I think that's only going to continue.
6:13
Speaker 1: Imagine if you were to have a standard order set
6:17
Speaker 1: in there at any time it dips under one hundred k.
6:20
Speaker 1: If you looked at just what's happening right now as
6:22
Speaker 1: we record this, bitcoins up almost two percent to and
6:26
Speaker 1: a half percent. That's the kind of volatility I think
6:29
Speaker 1: we'll continue to see some of this, of course, will
6:32
Speaker 1: weigh in on the strategy of the United States and
6:34
Speaker 1: how we move forward.
6:35
Speaker 2: Will the US officially declare war on Iran before July?
6:38
Speaker 1: Most people are saying, no, it's not going to happen.
6:41
Speaker 1: This is one of those plays that maybe goes back
6:43
Speaker 1: to the whole persona of Trump and that is very
6:46
Speaker 1: pro in the side of economic growth and trying to
6:50
Speaker 1: build businesses. Maybe he's looking at a trade comparison here,
6:54
Speaker 1: or possibly getting Iran out of a regime that could
6:57
Speaker 1: get them back into the global trade eco system. There's
7:00
Speaker 1: so many different strategies that could play into this. Another
7:03
Speaker 1: US military action against Iran. By June thirty, this was
7:06
Speaker 1: another poly market went up for a little bit and
7:09
Speaker 1: then right back down to under fifty percent. So these
7:12
Speaker 1: are the volatile moves that many people in most cases
7:17
Speaker 1: get panicked. And I think that's the thing you guys
7:19
Speaker 1: have to consider, is sure, there's always a way to
7:22
Speaker 1: kind of you know, de risk a little bit, but
7:25
Speaker 1: in most cases, if you're looking at long term, all
7:28
Speaker 1: of these things most likely will start to adjust.
7:31
Speaker 2: The only thing that would really play into this.
7:33
Speaker 1: If we started to see something with Russia and China,
7:36
Speaker 1: that's a different scope of things in general. So just
7:40
Speaker 1: be aware this is kind of what's happening right now.
7:43
Speaker 1: Goldman is using Polymarket for price analysis. So this is
7:47
Speaker 1: interesting because it gets to the point that I'm getting at,
7:50
Speaker 1: which is when you look at the crypto market as
7:52
Speaker 1: it is right now and what's been happening, what you
7:56
Speaker 1: can do is earn a lot of money just by
7:59
Speaker 1: playing the volatility of these markets, not necessarily the angle
8:02
Speaker 1: of what politics are doing, but the idea of where
8:05
Speaker 1: these assets are going. The fact that we have Goldman
8:07
Speaker 1: in there looking at oil prices coming in off of
8:11
Speaker 1: polymarket is crazy. Another thing I want to hit on
8:14
Speaker 1: right here. This is coming in from Kobees Healer. They
8:17
Speaker 1: were talking about this issue around where the pressure is
8:20
Speaker 1: going to come from. If we tell you, Iran's parliament
8:22
Speaker 1: would vote to close the Hormuz area. This is basically
8:26
Speaker 1: the area that allows most of the oil coming out
8:30
Speaker 1: of Saudi and most of them at least that gets
8:33
Speaker 1: it into the rest of the world, and this would
8:35
Speaker 1: be a big issue. And I think one thing they
8:36
Speaker 1: have to consider is that remember that Iran sells most
8:40
Speaker 1: of their oil production to China, so they can't necessarily
8:43
Speaker 1: see a stoppage of the Hermoz straight. When you look
8:46
Speaker 1: at where this is going to go, I think this
8:48
Speaker 1: is still just posturing overall. President Trump tells the US
8:52
Speaker 1: Department of Energy, let's get out there and drill. Doesn't matter,
8:55
Speaker 1: even though the US is still the number one oil
8:58
Speaker 1: producer in the world.
8:59
Speaker 2: Don't forget. Their plan has been to lower inflation through
9:02
Speaker 2: lower oil prices.
9:03
Speaker 1: This is the key, because Trump understands any pressure on
9:07
Speaker 1: the Middle East oil it is going to affect the
9:10
Speaker 1: United States to a certain extent. Now, it won't affect
9:13
Speaker 1: it drastically. One thing that I think it would affect
9:16
Speaker 1: the most is going to be China, who is buying
9:18
Speaker 1: ninety one percent of Iran's oil exports right now. Remember
9:22
Speaker 1: that Iran cannot sell their oil to anyone else, so
9:25
Speaker 1: it's below market value. And if you look at this,
9:28
Speaker 1: and it supplies to thirteen percent of China's crewed imports
9:32
Speaker 1: as well, so this would be a bad thing for China.
9:34
Speaker 1: I think China has already put out there that they
9:36
Speaker 1: don't want this to happen with Hormuz, and I think
9:39
Speaker 1: this again starts to stabilize the region in terms of
9:43
Speaker 1: oil productions, because really, at the end of the day,
9:45
Speaker 1: that's what.
9:45
Speaker 2: This is all about.
9:46
Speaker 1: Now, if this were to get into a scenario where
9:49
Speaker 1: you get oil prices lowered because of what's happening here,
9:54
Speaker 1: if we do see a Dayton occur, and you look
9:57
Speaker 1: at just the stats of the largest producer out there,
10:00
Speaker 1: look at who's the top of the list, you asked,
10:02
Speaker 1: Then right behind them is the Saudi Arabians, and then
10:05
Speaker 1: of course you get into Russia and Canada. Now, the
10:07
Speaker 1: point being China coming in at number five. Point being
10:10
Speaker 1: is that you continue to see a lot of pressure
10:13
Speaker 1: out of Iran, which is I think number six right there.
10:17
Speaker 1: As you can see on the global stage, this could
10:20
Speaker 1: open them up to more marketing, the ability to sell
10:22
Speaker 1: their oil in other places. If in fact, we get
10:25
Speaker 1: to some sort of peace agreement with the Ranians, I
10:28
Speaker 1: think that's the key that would really start to move
10:30
Speaker 1: the market forward. Now I want to get into some
10:33
Speaker 1: other things. Is this is where you're playing the market,
10:36
Speaker 1: whether it's the S and P, the crypto markets, but
10:38
Speaker 1: also some of the stocks and also some of the
10:41
Speaker 1: tokens that are starting to play around this ecosystem from
10:44
Speaker 1: a volatility standpoint, here's Tom Lee take a look.
10:47
Speaker 5: You know, in some ways it's not a surprise because
10:49
Speaker 5: as you know, like Art cash and had the adage
10:52
Speaker 5: sell the build up by the invasion, and I think
10:55
Speaker 5: today is an example of that that markets were kind
10:58
Speaker 5: of already nervous and anxious, and we've already saw de
11:00
Speaker 5: risking and the VIX was already elevated. So I think
11:04
Speaker 5: in some ways this is probably pretty typical. In some ways,
11:07
Speaker 5: it actually strengthens the case for stocks to do better
11:10
Speaker 5: into urine because at the start of this year we
11:12
Speaker 5: would have said US bombing a nuclear facility is a
11:16
Speaker 5: black swan, Oil would be one twenty. Stock should be
11:20
Speaker 5: down ten percent, And then we have the event and
11:23
Speaker 5: oil is not really surging and stocks are up. So
11:28
Speaker 5: I'd almost say that you've put another stress test into
11:30
Speaker 5: the market. We've seen it pass it, and I think
11:32
Speaker 5: it means stock should do pretty well to year.
11:34
Speaker 4: You think horror moves remains a risk, I do, but.
11:38
Speaker 5: If oil isn't surging, then I think it just means
11:40
Speaker 5: that the risks of straight the straits being closed is lower. Yeah,
11:44
Speaker 5: and as you know, core CPI doesn't include energy, and
11:48
Speaker 5: as you know, when the ECB looks at cor inflation,
11:52
Speaker 5: they exclude housing. Housing is not part of ECB's core CPI,
11:56
Speaker 5: and they're cutting. If you calculated US CPI on the
11:59
Speaker 5: same exact basis, it's lower than Europe. So I do
12:03
Speaker 5: think there should be a dovishill towards a FED or
12:06
Speaker 5: that's the upside opportunity into your end as well.
12:10
Speaker 1: I'm in agreement, and the upside opportunity again, these black
12:14
Speaker 1: Swan events are what I'm most concerned about right now
12:17
Speaker 1: because they could still elevate, and this is outside of
12:20
Speaker 1: the Iran skirmish that we're dealing with right now. But
12:23
Speaker 1: how's it affecting stocks. Some of the stocks that have
12:25
Speaker 1: been high flying all Wall Street over this last week
12:28
Speaker 1: has been Circled, obviously a stable coin, and I think
12:32
Speaker 1: we're now starting to play a lot into a lot
12:34
Speaker 1: of treasuries around crypto. I'll get to that in a second,
12:37
Speaker 1: but I want to play this clip on whether or
12:39
Speaker 1: not Circle is overvalued to take a look.
12:41
Speaker 5: I mean those are echoes at twenty twenty one, which
12:45
Speaker 5: is some stocks get fantastically bizarre valuations, and I'm not
12:50
Speaker 5: naming any it's a sign that the cohort that is
12:54
Speaker 5: speculating are the ones that bought the dip in April.
12:57
Speaker 5: As you know, it was retail, the robin in community
12:59
Speaker 5: that was in April when institutions were selling and raising
13:02
Speaker 5: cash and high net worth was raising cash. So it's
13:06
Speaker 5: the same crew now that is buying you know, the
13:09
Speaker 5: circles at one time's assets under management, which is tremendous.
13:13
Speaker 5: But it's not speculation to me yet because I'd say
13:17
Speaker 5: high net worth is not really that invested in. Institutions
13:19
Speaker 5: are still pretty cautious, all.
13:21
Speaker 1: Right, So what Tom's getting at there, Some people would
13:24
Speaker 1: look at this from a volatility standpoint. You look at
13:27
Speaker 1: Circle in general in term of its current market cap
13:30
Speaker 1: to what it's currently valued at. That is the comparison
13:34
Speaker 1: I think that mini traders are looking at. And one
13:36
Speaker 1: thing to look at when you look at Circle is
13:39
Speaker 1: compared to Visa. You know, go back twenty years when
13:42
Speaker 1: Visa back in the early nineties went public and the
13:46
Speaker 1: growth that we saw. This may be the beginning of
13:49
Speaker 1: that very same opportunity. And remember these are a lot
13:51
Speaker 1: of traditional investors that are going in on this.
13:54
Speaker 2: This is the Circle chart right now.
13:55
Speaker 1: I mean if you go back and purchase this even
13:57
Speaker 1: at the what last week on the thirteen, you're talking
14:01
Speaker 1: about almost a one hundred percent gain, well over one
14:05
Speaker 1: hundred percent gain, trading at one o eight now at
14:07
Speaker 1: two fifty six, spiking to as high as two ninety six.
14:13
Speaker 1: So this is something that I think will continue to
14:16
Speaker 1: see chip away at the Visa market cap and also
14:20
Speaker 1: MasterCard in general. And I think this is an opportunity
14:23
Speaker 1: going forward because this is investors that are saying, maybe
14:25
Speaker 1: I should take some of the Visa money and start
14:27
Speaker 1: to reposition that into the next wave of where this
14:30
Speaker 1: technology is going. Cb CNBC also put out a clip
14:34
Speaker 1: here that would talk about adjusting the rate policy, and
14:38
Speaker 1: I think that's the only thing that is really missing
14:41
Speaker 1: for us to see a major market blowoff.
14:44
Speaker 2: Take a look, David, Thank you.
14:46
Speaker 6: Fed Governor Michelle Bowman saying that if inflation remains contained,
14:49
Speaker 6: she would support lowering rates in July, becoming the second
14:53
Speaker 6: Fed official actually second Fed governor as well.
14:56
Speaker 7: To say so it is notable that she is Republican
15:00
Speaker 7: appointed by Republican president, another one who is looking through
15:05
Speaker 7: the tariff price increases. While some of the Democrats on
15:08
Speaker 7: the committee, Adrona Koogler, for instance, the governor who was
15:12
Speaker 7: appointed by the Biden administration, are more worried about the
15:15
Speaker 7: inflationary effect. It's sort of like what we see in
15:17
Speaker 7: the University of Michigan sentiment.
15:19
Speaker 6: I think it's a bit about taking a flyer on
15:23
Speaker 6: Trump's policies and the extent to which FED officials are
15:26
Speaker 6: willing to roll the dice and go with the data
15:30
Speaker 6: that they saw in May and part of their forecast. Bowman,
15:33
Speaker 6: I also should say, mentions deregulation as a possible source
15:38
Speaker 6: of containing prices down the road and other policies that
15:41
Speaker 6: are out there. So she's pretty positive on that. And
15:44
Speaker 6: you know, Sarah, when he gets to the idea, well,
15:46
Speaker 6: who does the president want in the driver's seat on
15:49
Speaker 6: the FED? Someone who believes in their poseas And I
15:52
Speaker 6: think that's where they may be cut maybe politics, but
15:55
Speaker 6: it also may be a factor of being cut from
15:57
Speaker 6: the same cloth.
15:58
Speaker 2: Yeah, I don't know. I think it is politics.
16:02
Speaker 1: This is something you know Chimathia was kind of talking
16:05
Speaker 1: about this on all end, is that there's a lot
16:07
Speaker 1: of narratives that are already pointing in the direction. Even
16:10
Speaker 1: Tom Lee just said in that earlier clip is that
16:13
Speaker 1: the opportunity is here when you start to pull some
16:15
Speaker 1: of these intangibles out of the CPI and you get
16:19
Speaker 1: to a point where it's very similar and we're starting
16:22
Speaker 1: to see a reduction in it. That kind of carries
16:24
Speaker 1: this forward. So I'm going to agreement with them is
16:26
Speaker 1: that July might be the month to be watching. So guys,
16:30
Speaker 1: we're just around the corner from possibly a major raycut
16:32
Speaker 1: if that occurs, whether it's just twenty five basis points
16:35
Speaker 1: or fifty, And there's some people even calling for a
16:37
Speaker 1: fifty because remember we had that surprise fifty last fall
16:41
Speaker 1: that really kind of set this market in motion.
16:43
Speaker 2: What would it do to the market.
16:45
Speaker 1: Let me know what you guys think down in the
16:46
Speaker 1: comments of how you think this would play out last
16:50
Speaker 1: up here is how companies are looking at what they
16:54
Speaker 1: call treasury season. This is Adam Back who's coming in
16:57
Speaker 1: saying that treasury season is the new all cooin season.
17:00
Speaker 1: You know where this basically points to is if you
17:02
Speaker 1: look at the companies like Strategy, you look at Sharplink
17:05
Speaker 1: Gaming and handful of others that are starting to move
17:08
Speaker 1: and we're seeing many more companies now coming in and
17:11
Speaker 1: putting assets under management into crypto and looking at holding
17:16
Speaker 1: treasury in a variety of different crypto projects, and that
17:19
Speaker 1: is something that is different and it is starting to
17:21
Speaker 1: play into the stock market. So guys be on the lookout.
17:24
Speaker 1: Here's one right here that's holding Salana. This is Upexy,
17:28
Speaker 1: and they are holding. If you go back here and
17:30
Speaker 1: look at this six month right here, Spike right there
17:33
Speaker 1: on April seventeenth started to move into Salona holdings and boom,
17:36
Speaker 1: there you go.
17:37
Speaker 2: Stock continues hold.
17:38
Speaker 1: Now it's somewhat sideways, but the point being is that
17:41
Speaker 1: treasuries are now being deployed into crypto projects primarily whether
17:45
Speaker 1: you look at eth some of the major top five
17:48
Speaker 1: really could play into this. You could see XRP in
17:50
Speaker 1: the hunt along with many others. I want to go
17:53
Speaker 1: to the CEO of Upexy. He talks about this. Take
17:57
Speaker 1: a look.
17:58
Speaker 8: Bigcoin is a two trillion dollar asset. It is unlikely
18:01
Speaker 8: to five x anytime soon. Versus Solana, which is literally
18:04
Speaker 8: four percent the market cap of Bitcoin. It could five
18:07
Speaker 8: x by year end. So you're seeing like Solana put
18:10
Speaker 8: up the best metrics out of any chain, even at
18:14
Speaker 8: a smaller market cap than some others.
18:16
Speaker 3: So and what would happen in this situation, Well, like Solana,
18:20
Speaker 3: the prices of Solana to drop ninety six percent again
18:22
Speaker 3: like you did a few years ago, Like what happens
18:24
Speaker 3: in that situation.
18:27
Speaker 8: So it depends on the company.
18:30
Speaker 1: Yeah, all right, Well you know what happens in that situation.
18:34
Speaker 2: It's called liquidation. Guys.
18:36
Speaker 1: When you're putting that much out there and in some
18:39
Speaker 1: cases taking loans against it, et cetera, or you're deploying
18:42
Speaker 1: capital in the loans to buy it. Any of those
18:44
Speaker 1: kind of situations where those assets are being held as
18:47
Speaker 1: equity or any kind of loan value, than you are.
18:50
Speaker 2: Going to see liquidations.
18:51
Speaker 1: We're probably going to see some of that within even
18:53
Speaker 1: the bitcoin community because that has been a big part
18:56
Speaker 1: of where loans are going against some of these digital assets.
19:00
Speaker 1: If you look at Solana in general, it has been
19:02
Speaker 1: performing well. In fact, it continues to now perform all
19:05
Speaker 1: L one and L two chains in the network for
19:08
Speaker 1: thirteen straight weeks.
19:09
Speaker 2: This is good for Solana.
19:11
Speaker 1: Yes, do we see a three four five x off
19:13
Speaker 1: of Solana by year end? I think that's a bit aggressive. Granted, Yes,
19:17
Speaker 1: if we start to see a fed rate cut and
19:19
Speaker 1: we see multiples. Yes, the market could get pretty crazy
19:23
Speaker 1: pretty fast. Solana would be one of the top performers
19:26
Speaker 1: and definitely would probably outperform Bitcoin in terms of overall.
19:30
Speaker 1: Others they have to watch, of course, is Sharplink Gaming.
19:33
Speaker 1: This is the one that's deployed most of their capital
19:35
Speaker 1: into Ethereum. In fact, I think they're number two behind
19:38
Speaker 1: the Ethereum Foundation holding eth And the good thing is
19:42
Speaker 1: if you look at the shorts which have started to
19:45
Speaker 1: see their ratio fall down to under forty points, this
19:48
Speaker 1: could be big. Is this the bottom for sharp Link
19:51
Speaker 1: Gaming in terms of the shorts putting pressure on it,
19:53
Speaker 1: because that means we could see some upside to this.
19:56
Speaker 1: That is a big opportunity to think for obviously, as
20:00
Speaker 1: we see maybe again possible movement in the market because
20:04
Speaker 1: of a federate cunt inbound. All right, with all this
20:06
Speaker 1: going on, of course, you had pengu and there's their
20:10
Speaker 1: team going live and trading now van Nex Digital Assets
20:13
Speaker 1: team under the call signed DAP. So this is one
20:16
Speaker 1: that continues to pour in. I think the opportunity of
20:19
Speaker 1: where crypto is going to go, So be on the
20:22
Speaker 1: lookout for some of these these.
20:23
Speaker 2: Could get pretty crazy pretty quick.
20:25
Speaker 1: And let's not forget there's a handful of other companies
20:28
Speaker 1: that are getting very close to IPO season, and if
20:31
Speaker 1: we do see them start to move in, many of
20:34
Speaker 1: their treasuries are being held in digital assets. We could
20:37
Speaker 1: see some interesting things, much like Circle hit the market
20:40
Speaker 1: start to come in and play there. Here's Jim Kramer.
20:42
Speaker 1: This is kind of a funny clip, but I wanted
20:44
Speaker 1: to play it for you before I go into closing.
20:46
Speaker 1: Take a look here.
20:47
Speaker 4: As long as the rankings firings, Israel will fire back
20:51
Speaker 4: and I could get a RAN to recognize that.
20:53
Speaker 8: But at an ass backets Banak highlighting the Bannack Digital
20:59
Speaker 8: Transformation ETF.
21:02
Speaker 6: Jim as we've been sort.
21:03
Speaker 1: Of chopping around these levels just south of six K
21:06
Speaker 1: last couple of days. There's all right, So there's our
21:09
Speaker 1: friend Matthew Siegel right there on the front. And this
21:12
Speaker 1: was basically the ability for van K to get into
21:16
Speaker 1: all the degenerate tokens out there, projects of all sorts
21:20
Speaker 1: of I mean, we could see all sorts of things
21:22
Speaker 1: in this digital asset fund, in this ETF. This could
21:26
Speaker 1: far exceed maybe even what's happening within the etf so,
21:29
Speaker 1: bitcoin and ethereum because of the opportunity that's exploding in
21:34
Speaker 1: these alternative assets. So be on the lookout for this one, guys.
21:37
Speaker 1: It may be one to watch, all right. So one
21:40
Speaker 1: other thing that's happening this week, happening tomorrow actually is
21:43
Speaker 1: the Fed's Monetary Policy Report meeting. This could open up
21:46
Speaker 1: the window for chair Pal to maybe look at softening
21:50
Speaker 1: up getting ready to go into July. And if we
21:52
Speaker 1: get any indication that July might be the rate cut month,
21:56
Speaker 1: that could be a boom for the market, So be
21:58
Speaker 1: looking at that. Tomorrow we'll have some data for you guys.
22:01
Speaker 1: Also this week happening, you've got the Bipartisan Legislative Framework,
22:05
Speaker 1: So this is all happening around.
22:07
Speaker 2: The Market Structure bill.
22:08
Speaker 1: If we get the Market Structure meeting and some positive
22:11
Speaker 1: news coming out of that, after we've already sent the
22:15
Speaker 1: Genius Act, which is a stable coin bill, over to
22:18
Speaker 1: the House for final approval, this could be a bonanza
22:21
Speaker 1: week if in fact, we get all this Iran stuff
22:25
Speaker 1: kind of resolve. So be on lookout, guys. This could
22:27
Speaker 1: be a very volatile week. If you're not subscribed to Channel,
22:29
Speaker 1: do that right now. We just surpassed one point five
22:33
Speaker 1: million viewers and subscribers. Thank you so much for coming
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Speaker 1: in on that. We appreciate you guys being part of
22:38
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22:41
Speaker 1: there on X which is just at Paul Baron. We'll
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