Latest / The Paul Barron Crypto Show / Retail Rally Incoming?🚀Crypto Market Update

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Retail Rally Incoming?🚀Crypto Market Update · The Paul Barron Crypto Show

• 0:06
  Speaker 1: Can the retail rally get the market going today we'll
• 0:08
  Speaker 1: break it down for you a lot of bullish news,
• 0:10
  Speaker 1: but also some things to concern yourself with. My name
• 0:13
  Speaker 1: is Paul Bara. Welcome back in the tech path. Let's
• 0:15
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  Speaker 1: and get started on self custody. Let's lead off here with,
• 0:47
  Speaker 1: of course, the news of the day, and yesterday was
• 0:50
  Speaker 1: the ceasefire, and this, of course was Trump posting on
• 0:53
  Speaker 1: Trump's social This of course was his post on X
• 0:56
  Speaker 1: and or they're repost on X and it's really just
• 0:59
  Speaker 1: saying we've got the ceasefire going. Hopefully this thing is
• 1:03
  Speaker 1: going to start something in a very big way that
• 1:07
  Speaker 1: will be positive for the region. That was the biggest issue.
• 1:11
  Speaker 1: Further into that, you know, Trump on Israel, the ceasefire
• 1:14
  Speaker 1: just now, this is his statement of what's going on. Peace, prosperity,
• 1:18
  Speaker 1: all these good things that are coming out of the
• 1:20
  Speaker 1: Middle East. Now that at least they're talking both sides.
• 1:23
  Speaker 1: So that's the good thing is that we are seeing
• 1:26
  Speaker 1: movement on both sides. Now. Granted, these guys have been
• 1:30
  Speaker 1: at it for quite a while, you know, years, hundreds
• 1:32
  Speaker 1: of years, it feels like. And now you've got, of
• 1:35
  Speaker 1: course them violating the seasfire already, it was like four
• 1:38
  Speaker 1: hours in. So hopefully Trump has re established a control
• 1:44
  Speaker 1: position with even Israel and saying, hey, just don't engage.
• 1:47
  Speaker 1: Let's get out of here and get away from this
• 1:49
  Speaker 1: so the markets can go forward. What's interesting to me
• 1:52
  Speaker 1: is that the market did not really respond on this
• 1:56
  Speaker 1: little skirmish that happened after the ceasefire. Maybe those are
• 1:59
  Speaker 1: expected things with them, I'm not sure, but here is
• 2:02
  Speaker 1: Trump talking about the issue with Israel.
• 2:05
  Speaker 2: Take a look, Israel. As soon as we made the deal,
• 2:08
  Speaker 2: they came out and they dropped the load of Bob's,
• 2:10
  Speaker 2: the likes of which I've never seen before, the biggest
• 2:13
  Speaker 2: load that we've seen. I'm not happy with Israel. You know,
• 2:16
  Speaker 2: when I say, okay, now you have twelve hours, you
• 2:19
  Speaker 2: don't go out in the first hour. It just drop
• 2:21
  Speaker 2: everything you have on them. So I'm not happy with them.
• 2:24
  Speaker 2: I'm not happy with Iron either, But I'm really unhappy
• 2:27
  Speaker 2: if Israel's going out this morning because of one rocket
• 2:30
  Speaker 2: that didn't land, that was shot perhaps by mistake, that
• 2:33
  Speaker 2: didn't land, I'm not happy about that. Have we basically
• 2:37
  Speaker 2: have two countries that have been fighting so long and
• 2:41
  Speaker 2: so hard that they don't know what the fucks they're doing.
• 2:44
  Speaker 2: Do you understand that?
• 2:48
  Speaker 3: What is Israel at this point?
• 2:50
  Speaker 4: What's the end?
• 2:51
  Speaker 3: I'm not sure what Israel needs to accomplish at this point.
• 2:54
  Speaker 5: I think there's a couple of things they need to
• 2:56
  Speaker 5: look as long as there are missiles that a Ran
• 2:59
  Speaker 5: can send to Israel for Israel's by perspective of Israel,
• 3:04
  Speaker 5: they're sitting around going we can't have this.
• 3:06
  Speaker 6: Hopefully Israel.
• 3:07
  Speaker 4: If you don't see Iran.
• 3:08
  Speaker 5: Do anything, Hopefully Israel, it's not going to once again
• 3:12
  Speaker 5: just finish whatever it's I mean, if it's stripe.
• 3:14
  Speaker 3: But I'm saying I wish Israel wouldn't even respond to this.
• 3:16
  Speaker 5: My problem is if they send if they send the
• 3:18
  Speaker 5: missiles over right, and then and then they need to
• 3:21
  Speaker 5: they think that they have to retaliate. The question is
• 3:23
  Speaker 5: can they take out effectively all of these missiles. I
• 3:26
  Speaker 5: don't know how you do that.
• 3:27
  Speaker 1: So you can see, I mean, it's a little bit
• 3:29
  Speaker 1: of tension. The interesting point, as I mentioned earlier, is
• 3:32
  Speaker 1: that the markets had not really responded negatively. The point
• 3:36
  Speaker 1: is maybe they believe that Trump's ability to get this
• 3:39
  Speaker 1: deal done across the line may be a little rocky
• 3:42
  Speaker 1: and getting it done, but hopefully in the future it
• 3:45
  Speaker 1: is going to happen. Here was Trump even going further
• 3:48
  Speaker 1: into this, and he's talking about now China can continue
• 3:51
  Speaker 1: the purchase of oil from Iran. Remember they control ninety
• 3:54
  Speaker 1: percent of oil going to Iran. Hopefully they'll also be
• 3:57
  Speaker 1: purchasing plenty from the US. Also a great or make
• 4:00
  Speaker 1: this happen. Point being is maybe there's going to be
• 4:02
  Speaker 1: some trade opportunities here now within the region that really
• 4:05
  Speaker 1: opens it up. Because remember Iran still in the top
• 4:08
  Speaker 1: ten and the us leading this space, so energy is
• 4:12
  Speaker 1: always part of the issue here for sure. Now let's
• 4:17
  Speaker 1: get into the framework of crypto and why all this
• 4:19
  Speaker 1: is getting ready to be very bullish because this is
• 4:21
  Speaker 1: going to open up markets now that we can get
• 4:23
  Speaker 1: some of this war stuff out of the way. And
• 4:26
  Speaker 1: here is Vlad from Robinhood breaking down a little bit
• 4:29
  Speaker 1: more on how retail is responding.
• 4:31
  Speaker 4: Take a look over the weekend when all of this
• 4:35
  Speaker 4: was happening, the markets didn't move so much in the overnight.
• 4:39
  Speaker 4: I don't know if you guys were surprised by this,
• 4:41
  Speaker 4: but I feel like if this had happened a year
• 4:44
  Speaker 4: or two years ago, we would have had a huge move,
• 4:48
  Speaker 4: but markets were flat to even a little bit up.
• 4:53
  Speaker 4: And if we look at retail, retail has pretty much
• 4:56
  Speaker 4: continued to buy the names that they were buying previously,
• 5:02
  Speaker 4: so heavy in the AI space with companies like Nvidia,
• 5:06
  Speaker 4: Tesla electric vehicles, big in crypto and fintech related companies,
• 5:14
  Speaker 4: so it's very much long innovation. Over the past four years,
• 5:19
  Speaker 4: the really interesting, high potential things in crypto have all
• 5:23
  Speaker 4: been pushed overseas. So we're actually doing an event next
• 5:27
  Speaker 4: week in the south of France. Our first big crypto event,
• 5:31
  Speaker 4: our first big international event. And one of the messages
• 5:34
  Speaker 4: is Europe's actually ahead of the US at this point.
• 5:38
  Speaker 4: So it's rare that America has to catch up in
• 5:41
  Speaker 4: a frontier innovation industry, but here we are. So I
• 5:45
  Speaker 4: think these bills provide much needed clarity for builders to
• 5:48
  Speaker 4: actually bring back a lot of that innovation in the
• 5:51
  Speaker 4: US make it available in our home market.
• 5:53
  Speaker 7: All right.
• 5:54
  Speaker 1: So what Vlad was getting into there obviously is maybe
• 5:58
  Speaker 1: the fatigue that retail is looking at when you think
• 6:00
  Speaker 1: about what's happening in the Middle East. But the cool
• 6:03
  Speaker 1: thing is is that there are opportunities here going forward,
• 6:06
  Speaker 1: especially around regulation. Regulation update now around the market structure.
• 6:10
  Speaker 1: Bill Zelen or Tara talking about just that, is that
• 6:13
  Speaker 1: principles are signed. This again as some of the leaders
• 6:15
  Speaker 1: out there, Centator, Tim Scott, Lammas Haggarty, all of these
• 6:20
  Speaker 1: moving into the market structure, which I think is the
• 6:23
  Speaker 1: next shoot to drop in terms of getting crypto regulatory alignment.
• 6:27
  Speaker 1: It is a big one because it will open up
• 6:30
  Speaker 1: a lot of innovation here in the United States. To
• 6:32
  Speaker 1: Vlad's point, and I do agree with him, big deal
• 6:35
  Speaker 1: coming forward. They are so committed to this meaning Robinhood
• 6:39
  Speaker 1: that I think that they have something up their sleeve.
• 6:42
  Speaker 1: I'm expecting some very very big news, and they even
• 6:45
  Speaker 1: say it right here. Crypto season is nearly here. We've
• 6:47
  Speaker 1: got updates coming and it all starts soon, and it's
• 6:50
  Speaker 1: going to start, I think with crypto tokens. This is innovative.
• 6:56
  Speaker 1: Let me know in the comments down below what you
• 6:57
  Speaker 1: guys think robinhood is up to here on this big
• 6:59
  Speaker 1: announcement they're doing now. I want to also go over
• 7:03
  Speaker 1: into other big news, which is what's happening within the
• 7:07
  Speaker 1: banking system. Because banks are now seeing a much more
• 7:12
  Speaker 1: relaxed situation with the FED, it starts to open some
• 7:15
  Speaker 1: opportunities up. Look at this clip right here.
• 7:18
  Speaker 3: Did banks get to decide who their customers are? That's
• 7:21
  Speaker 3: not our decision. And so banks are free to provide
• 7:25
  Speaker 3: banking services to crypto, the crypto industry, to crypto companies,
• 7:30
  Speaker 3: and banks are also free to conduct crypto activities as
• 7:34
  Speaker 3: long as they do so in a way that is
• 7:36
  Speaker 3: protective of safety and soundness.
• 7:38
  Speaker 1: Can you imagine that being said by the FED chair
• 7:42
  Speaker 1: in a Senate hearing about banks opening up in this
• 7:46
  Speaker 1: What it mainly means is that there's a lot of
• 7:49
  Speaker 1: pressure now because of these innovations that are happening around
• 7:52
  Speaker 1: stable coin. With the Genius Act being passed now circle
• 7:56
  Speaker 1: flying up the chart. I think a lot of people
• 7:57
  Speaker 1: underestimated that, and they're seeing the repercussions of what that
• 8:01
  Speaker 1: means for the banking industry, other industries that are being disrupted.
• 8:06
  Speaker 1: Is where we'll get into merchant services and credit card services.
• 8:09
  Speaker 1: Here was Kramer talking to the Visa CEO.
• 8:12
  Speaker 7: Take a look, Visa took a hit after the Genius
• 8:16
  Speaker 7: had passed through the Senate last week. Would send shivers
• 8:19
  Speaker 7: through the nation's banks and card network giants. Are you
• 8:23
  Speaker 7: shivering now?
• 8:24
  Speaker 6: The world didn't change for us at all on that day.
• 8:26
  Speaker 6: We've been embracing and building for years.
• 8:31
  Speaker 7: Just to continue the Journal's buil. In particulars standple coins
• 8:34
  Speaker 7: could allow merchants to circumvent traditional payment rails, which could
• 8:38
  Speaker 7: cost them billions of dollars in fees each year, including
• 8:42
  Speaker 7: the interchange fee that they pay when customers make purchase
• 8:46
  Speaker 7: using cards. Again, this is a sense that you are
• 8:49
  Speaker 7: a needless middleman. Could you explain to people why that
• 8:53
  Speaker 7: may not be the case?
• 8:55
  Speaker 6: Jim payments, you need three things you need trust, you
• 8:59
  Speaker 6: need ease of use, and you need scale.
• 9:02
  Speaker 7: Okay, I just want to be sure what people know
• 9:04
  Speaker 7: whe I'm from. This is a show about trying to
• 9:06
  Speaker 7: figure out the investment opportunities.
• 9:09
  Speaker 3: And I think it's ridiculous that your stopfel this much.
• 9:12
  Speaker 2: You need you to know that.
• 9:13
  Speaker 7: And the reason I say that is because every year
• 9:15
  Speaker 7: there seems to be something that's supposed to knock you out.
• 9:17
  Speaker 7: I mean, everyone tries. Why don't they succeed.
• 9:22
  Speaker 6: What they've done is they've found the value in the
• 9:24
  Speaker 6: visa stack. You know, you just had a Vlad on
• 9:27
  Speaker 6: Squawk before me. Robinhood has a visa card, and that'll
• 9:32
  Speaker 6: be true with stable coins as well.
• 9:33
  Speaker 5: But I do wonder Ryan, if Walmart and or Amazon
• 9:36
  Speaker 5: were to create their own stable coins their enormous market
• 9:40
  Speaker 5: that they control, would.
• 9:42
  Speaker 1: That not be a threat to you in some way?
• 9:44
  Speaker 6: But you already have the ability to pay with digital
• 9:46
  Speaker 6: dollars on both of those sites today.
• 9:49
  Speaker 1: All right, So Visa CEO kind of struggling with a
• 9:52
  Speaker 1: little bit there. But I do disagree with Kramer. I
• 9:55
  Speaker 1: think that the reason that we haven't seen disruption of
• 9:57
  Speaker 1: this is very simple. We did not have regulatory alignment,
• 10:01
  Speaker 1: and now that has done, what we will now start
• 10:04
  Speaker 1: to see is where retail merchants start to find that
• 10:06
  Speaker 1: there are savings. So once that starts to chip away
• 10:09
  Speaker 1: at the Visa and MasterCard network, then you're going to
• 10:12
  Speaker 1: get into the credit services, which eventually will be done
• 10:15
  Speaker 1: by a lot of these neobanks, Robinhood being one of them.
• 10:18
  Speaker 1: So there are big things to be watching around this.
• 10:21
  Speaker 1: MasterCard also joined GSD right there, which is part of
• 10:25
  Speaker 1: and will be integrated into Robinhood. But the point being
• 10:29
  Speaker 1: is that we're going to see stable coin usage across
• 10:32
  Speaker 1: these networks. But at some point retail is going to
• 10:36
  Speaker 1: figure this out and say we don't need to pay
• 10:38
  Speaker 1: those merchant fees and that's going to save the consumer money.
• 10:42
  Speaker 1: It's going to save the retailer money, and in some
• 10:45
  Speaker 1: cases they may actually be rewarded for utilizing stable coins.
• 10:49
  Speaker 1: That's when it gets crazy for Visa. So I expect
• 10:53
  Speaker 1: Visa a MasterCard to continue to see a lot of
• 10:55
  Speaker 1: pressure coming forward on their stock price. President Trump, of course,
• 11:00
  Speaker 1: is issued in executive order to stop banks from cutting
• 11:02
  Speaker 1: off crypto firms. This is only lines things up even
• 11:04
  Speaker 1: more for crypto firms to create more fintech products coming
• 11:09
  Speaker 1: into the finance system. This is going to put a
• 11:11
  Speaker 1: lot of pressure on many industries out there, and it's
• 11:14
  Speaker 1: just beginning because we finally have an administration that is
• 11:18
  Speaker 1: allowing this innovation to happen here in the US. I
• 11:21
  Speaker 1: want to go into another one because this is where
• 11:23
  Speaker 1: the institutions are now getting into a frenzy just to
• 11:26
  Speaker 1: get involved in this because they see the writing on
• 11:29
  Speaker 1: the wall. Take a look.
• 11:30
  Speaker 8: I feel like the volatility is going to decrease for
• 11:33
  Speaker 8: sure as the bitcoin crisis continues to increase. Of course,
• 11:36
  Speaker 8: it's a supply demand platform. But at the end of
• 11:39
  Speaker 8: the day of somebody getting into the market. Now, from
• 11:43
  Speaker 8: a very detailed perspective, it is still better than having
• 11:46
  Speaker 8: bonds or having five percent pressery eels.
• 11:48
  Speaker 5: And where is there still room to run higher given
• 11:51
  Speaker 5: that it has moved so much higher in such a
• 11:53
  Speaker 5: short time on expectations from the incoming administration.
• 11:57
  Speaker 8: I feel like now everyone at the institution will is
• 12:00
  Speaker 8: ready to adopt bitcoin. It's not some random country which
• 12:03
  Speaker 8: is saying hey, let me have it on dreasury or
• 12:06
  Speaker 8: some mid level funds trying to keep it. It's like
• 12:10
  Speaker 8: every top banks around the world is now thinking about Okay,
• 12:14
  Speaker 8: I need to get custody for it, I need to
• 12:15
  Speaker 8: understand it, I need to own it. I need to
• 12:17
  Speaker 8: provide it as a private build service to our clients.
• 12:20
  Speaker 8: So it is just the whole run of things.
• 12:23
  Speaker 1: I wonder if institutional is too late on this, and
• 12:28
  Speaker 1: hear me out on this, because if you look at
• 12:30
  Speaker 1: the monthly share of individuals below the age of forty
• 12:33
  Speaker 1: now that are transferring funds into investments, it's more than
• 12:37
  Speaker 1: tripled over the past decade. Now, my expectation is is
• 12:40
  Speaker 1: because of the opportunity. Remember that on that clip right there,
• 12:42
  Speaker 1: they're asking, well, where would you put your money if
• 12:44
  Speaker 1: you're not interested in getting these five percent yields from
• 12:46
  Speaker 1: some of these bonds and money markets. Well, the opportunity
• 12:49
  Speaker 1: is in all of these new fintech products, different kinds
• 12:53
  Speaker 1: of investing instruments. What we'll see in the DeFi space,
• 12:56
  Speaker 1: which I think is going to absolutely explode once market
• 12:59
  Speaker 1: structure gets in play. That is going to put pressure
• 13:02
  Speaker 1: on the institutional capital because what they're going to see,
• 13:05
  Speaker 1: and maybe what we're seeing right now is retail actually
• 13:09
  Speaker 1: outpacing the growth because this sector is so innovative and
• 13:14
  Speaker 1: being able to keep up with that. Well, Wall Street
• 13:16
  Speaker 1: has a little bit of a problem. So you look
• 13:19
  Speaker 1: at retail investors are going crazy. Penny Stocks proxy for
• 13:22
  Speaker 1: retail activity right now, count of forty percent of the
• 13:26
  Speaker 1: market volume on Thursday. All right, this is an all
• 13:28
  Speaker 1: time high. So you already see the meme scenarios playing
• 13:32
  Speaker 1: into this. We've saw this within the crypto space, and
• 13:35
  Speaker 1: that was pre Trump, pre us seeing the real explosion
• 13:39
  Speaker 1: of regulatory alignment. This changes everything, And I think this
• 13:43
  Speaker 1: is what you got to keep your eye on, is
• 13:45
  Speaker 1: this next generation of investors. They're much faster. They follow
• 13:50
  Speaker 1: crowds and memes very quickly, and they look for innovation
• 13:54
  Speaker 1: inside the product and they move at lightning speed where
• 13:57
  Speaker 1: institution does not. So yes, institutional capital will deploy into
• 14:01
  Speaker 1: bitcoin ethereum, maybe some of the top ten twenty tokens,
• 14:05
  Speaker 1: but most of those are going to be more stable,
• 14:08
  Speaker 1: especially as the market gets more active within crypto. Polymarket
• 14:12
  Speaker 1: nearing it too. You think about the trends I'm talking about.
• 14:15
  Speaker 1: Look at Polymarket nearing a two hundred or they have
• 14:19
  Speaker 1: now near to two hundred million dollar raise with a
• 14:21
  Speaker 1: one billion dollar valuation, highly undervalue in my opinion, However,
• 14:25
  Speaker 1: distribution is going to be big, big, and one of
• 14:28
  Speaker 1: the things when you consider distribution is one of their competitors.
• 14:31
  Speaker 1: Vlad is talking about his partnership with that competitor to
• 14:34
  Speaker 1: take a look our offering.
• 14:36
  Speaker 4: So we launch prediction markets last fall with the presidential election,
• 14:40
  Speaker 4: and then more recently we've been expanding. We do all
• 14:43
  Speaker 4: sorts of economic indicators inflation, CPI, gas prices, and sports,
• 14:49
  Speaker 4: and that's been in partnership with Calshet. So I think
• 14:53
  Speaker 4: our role in this market is retail distribution. We've got
• 14:57
  Speaker 4: close to twenty six million customer accounts just in the
• 15:00
  Speaker 4: US that are interested in this stuff and are in
• 15:03
  Speaker 4: the target demographic. So I think distribution is going to
• 15:07
  Speaker 4: be completely very important. Exchange infrastructure is obviously important to
• 15:11
  Speaker 4: make the market happen as well.
• 15:13
  Speaker 1: There you go, distribution, he said it. That's exactly the
• 15:16
  Speaker 1: point I'm getting at. Is he who holds the keys
• 15:19
  Speaker 1: to the retail investors, especially in a lot of these
• 15:23
  Speaker 1: predictive markets, they are going to be the winner. Now, granted,
• 15:26
  Speaker 1: polymarket has grown because of its viral element that happened
• 15:30
  Speaker 1: during the election. The question is can they hold it,
• 15:33
  Speaker 1: can they stay in the lead position, especially with Robinhood
• 15:37
  Speaker 1: starting to get much more active in crypto, so be
• 15:39
  Speaker 1: on the lookout for that on other news. Fed Chair,
• 15:42
  Speaker 1: of course, his testimony was today he's positioned to wait
• 15:45
  Speaker 1: and see on rate cuts. No surprise, tariff's likely to
• 15:48
  Speaker 1: push up, inflation unlikely, immediate signal of interest rate cuts
• 15:53
  Speaker 1: were provided, and the labor market conditions ever made solid
• 15:56
  Speaker 1: all right, So he's basically say, we're not losing jobs,
• 15:58
  Speaker 1: we see that inflation still might be a thing, and
• 16:01
  Speaker 1: we're not ready to cut. So that's pretty much the
• 16:04
  Speaker 1: message that Chair Palace saying. Of course, he's saying to
• 16:08
  Speaker 1: them quite a bit different. If you look at the
• 16:10
  Speaker 1: potential of the odds interest rate cut by September now
• 16:14
  Speaker 1: have soared to almost eighty percent. So does it look
• 16:16
  Speaker 1: like September is going to be the case? Let me
• 16:19
  Speaker 1: know what you guys think. I actually think that we
• 16:21
  Speaker 1: may get an earlier one. And if you look at
• 16:25
  Speaker 1: the reasons why, there's a couple of points within this.
• 16:29
  Speaker 1: When you think about where the potential is right now
• 16:33
  Speaker 1: around the markets and also just the pressure that we're seeing.
• 16:37
  Speaker 1: The opportunity I think here is going to really center
• 16:39
  Speaker 1: around jobs, and especially if interest rates or excuse me,
• 16:43
  Speaker 1: inflation does not con really stabilize and go up. And
• 16:47
  Speaker 1: I think that's the point that everybody's getting at, and
• 16:50
  Speaker 1: even Tom Lee was saying this the other day, is
• 16:52
  Speaker 1: that if you look at all these other sectors, energy, housing,
• 16:55
  Speaker 1: those kind of things, we're down and continue to be down.
• 16:58
  Speaker 1: And that I think is the big on this tweet
• 17:01
  Speaker 1: right here. It basically says CPI data quality is deteriorating.
• 17:05
  Speaker 1: I think everybody knows that if you follow true fashion.
• 17:08
  Speaker 1: I'll show you this in a second. They use hundreds
• 17:10
  Speaker 1: of field collectors. These are people that are collecting this
• 17:13
  Speaker 1: data in seventy five different areas nationwide. However, when this
• 17:17
  Speaker 1: data is not up to part or available, what do
• 17:19
  Speaker 1: they do? The guess the guess at it. So that's
• 17:23
  Speaker 1: the point of the issue right now, is that most
• 17:26
  Speaker 1: of the time they are so far behind, either far
• 17:28
  Speaker 1: behind in cutting rates or far behind in raising rates.
• 17:31
  Speaker 1: That's the point that has been the issue all along.
• 17:34
  Speaker 1: If you just follow what's going on with trueflation, this
• 17:38
  Speaker 1: is of course where we need to be. And if
• 17:39
  Speaker 1: you look at where we are right now two point
• 17:41
  Speaker 1: one four, that is the target zone and it has
• 17:46
  Speaker 1: been in the target zone. Really if you go all
• 17:48
  Speaker 1: the way back into September of last year. Guys, yes,
• 17:52
  Speaker 1: it went up during the election, but it did not
• 17:54
  Speaker 1: crack really much over three percent. And that's the point
• 17:57
  Speaker 1: I'm getting at is this data is flawed and the
• 18:01
  Speaker 1: Fed needs to do what they have to do, and
• 18:03
  Speaker 1: that is stimulate the economy at the right time. The
• 18:07
  Speaker 1: right time is now.
• 18:08
  Speaker 7: All right.
• 18:09
  Speaker 1: One other thing right here is with the ETH ETF
• 18:12
  Speaker 1: this is good news, and this is more eth pouring in.
• 18:15
  Speaker 1: Could this be kind of like what we saw back
• 18:17
  Speaker 1: here around June eighth, Do we saw that skyrocket into
• 18:21
  Speaker 1: eth ETFs? Maybe ETH is getting its life blood again.
• 18:25
  Speaker 1: We'll keep a close eye on that and give you
• 18:27
  Speaker 1: guys some updates. Everybody else is pouring into more whales
• 18:31
  Speaker 1: and institutions buying more eth, all in the idea of
• 18:35
  Speaker 1: treasuries being stocked with eth now, so a lot of
• 18:38
  Speaker 1: opportunities there and Sharplett's treasuries stocking in on eath. Sharplink
• 18:42
  Speaker 1: Gaming says they're going in and grabbing another increased up
• 18:46
  Speaker 1: their holdings to one hundred and eight four and seventy eight,
• 18:50
  Speaker 1: which this is required an average price around twenty five.
• 18:52
  Speaker 1: So that is another issue because if you compared this
• 18:56
  Speaker 1: in the early stages of micro strategy, many people question
• 18:59
  Speaker 1: whether or not MicroStrategy could actually make this work. Same
• 19:02
  Speaker 1: kind of thing happening with companies like sharp Link Gaming.
• 19:06
  Speaker 1: If you follow the eighth chart, nice move over the
• 19:08
  Speaker 1: last couple of days. Let's go down from that dip
• 19:11
  Speaker 1: on the bad news over the weekend to where it
• 19:14
  Speaker 1: could have been if you wicked out almost seventeen percent
• 19:17
  Speaker 1: move for ethereum. Let me know in the comments if
• 19:20
  Speaker 1: you guys think eth is still going to outperform Bitcoin
• 19:23
  Speaker 1: in this bull run, and if you're not the diamond
• 19:25
  Speaker 1: circle get in on that. It's a great place to
• 19:27
  Speaker 1: get additional content. Follow me on x at Paul Barron.
• 19:30
  Speaker 1: We'll catch you next time right here on Techpath.