Latest / The Paul Barron Crypto Show / Rate Cut Predictions🚨Fed Meeting Tomorrow!

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Rate Cut Predictions🚨Fed Meeting Tomorrow! · The Paul Barron Crypto Show

• 0:06
  Speaker 1: FOMC week is here. We're going to get into whether
• 0:08
  Speaker 1: or not we're going to get a surprise cut. We'll
• 0:10
  Speaker 1: break it all down for you and how to affects
• 0:12
  Speaker 1: the stock market. My name is Walbara, Welcome back to
• 0:14
  Speaker 1: the show. Let's go forward today. I do want to
• 0:16
  Speaker 1: take a look at what's happening over on the kobeec.
• 0:19
  Speaker 2: Letter right there. Fedwik is here.
• 0:21
  Speaker 1: Calsey season ninety five percent chance of no change in
• 0:24
  Speaker 1: interest rates this week, however, everybody is looking for potentially
• 0:29
  Speaker 1: two rate cuts expected.
• 0:30
  Speaker 2: Now.
• 0:31
  Speaker 1: I'll give you my production here in a minute, because
• 0:34
  Speaker 1: there are some things that are leading into this that
• 0:36
  Speaker 1: I still think have not been completely uncovered. Whether or
• 0:40
  Speaker 1: not Shair Pale and the board governors will agree with
• 0:43
  Speaker 1: that is still a big question, and we'll know tomorrow.
• 0:45
  Speaker 1: We'll be doing a live stream for you guys. If
• 0:48
  Speaker 1: you haven't subscribed to the show, do that hit the
• 0:50
  Speaker 1: little bell that way when we go live tomorrow, you're
• 0:52
  Speaker 1: gonna get notified and you'll be on the cutting edge
• 0:55
  Speaker 1: of any kind of movement in the market. Here's poly
• 0:58
  Speaker 1: market still holding a very high percentage right now at
• 1:01
  Speaker 1: ninety eight percent flat no cuts. Another push forward by
• 1:06
  Speaker 1: the FED. Now this is a course for the July
• 1:08
  Speaker 1: thirtieth meeting. If we can take a look at the
• 1:10
  Speaker 1: September seventeenth meeting, we're holding it around fifty five percent
• 1:14
  Speaker 1: on a twenty five, which is interesting because it's continuing
• 1:17
  Speaker 1: to edge up US slightly as you can kind of
• 1:21
  Speaker 1: see it starting to move right there. But fifty five
• 1:23
  Speaker 1: percent on a twenty five basis points cut. And I
• 1:26
  Speaker 1: want to go to a clip real quick because this
• 1:27
  Speaker 1: gets into how the market thinks this is going to
• 1:30
  Speaker 1: take place.
• 1:31
  Speaker 3: Take a look, you know, the fact of the matter
• 1:34
  Speaker 3: is there are a number of disinflationary forces that are
• 1:38
  Speaker 3: going on here. Growth is sluggish, there's a regulatory review
• 1:42
  Speaker 3: should be disinflationary. We have an AI boom, it should
• 1:46
  Speaker 3: ultimately be disinflationary. You have goods over capacity around the world.
• 1:52
  Speaker 3: Against that, we'll get more resolution, and we're about to
• 1:56
  Speaker 3: get more resolution on what the terif rates will be.
• 1:59
  Speaker 3: Those will serve increase costs. The question is will it
• 2:03
  Speaker 3: lead to persistent price pressures in a disinflationary environment? And
• 2:07
  Speaker 3: the truth is, for this meeting, I think they're not sure.
• 2:11
  Speaker 3: I wouldn't be sure either, but I think they're going
• 2:14
  Speaker 3: to direct attention to September, and I think you'll see
• 2:16
  Speaker 3: him try to be balanced, and I think they're gonna
• 2:19
  Speaker 3: If I were at in my old seat, i'd be
• 2:21
  Speaker 3: pushing my team to try to come to some judgment
• 2:24
  Speaker 3: on that by the September meeting, which might cause me
• 2:28
  Speaker 3: to act.
• 2:30
  Speaker 1: Okay, so good statement there at the end might cause
• 2:32
  Speaker 1: him to act. But at the same time, this is
• 2:35
  Speaker 1: a ex FED guy talking about current FED guys doing.
• 2:38
  Speaker 2: Regular Fed guy stuff. So are we.
• 2:41
  Speaker 1: Getting any really good news here? I think the real
• 2:44
  Speaker 1: question is whether or not there's been enough pressure on
• 2:46
  Speaker 1: Powell to cause for an indicator from a move percentage,
• 2:51
  Speaker 1: and whether it's a situation where he cuts tomorrow or
• 2:55
  Speaker 1: if he says, yeah, we're going to start to work
• 2:57
  Speaker 1: this in. We believe we've got control of inflat If
• 3:00
  Speaker 1: you take a look at trueflation, just a quick look
• 3:02
  Speaker 1: right there, still holding around two percent. That is the
• 3:05
  Speaker 1: target that Chairpal keeps talking about. Remember it is dipped
• 3:08
  Speaker 1: as low as one point two percent. So if you
• 3:13
  Speaker 1: look at trueflation and you consider the rest of the
• 3:16
  Speaker 1: world who is cutting, it's interesting that we're continuing to
• 3:19
  Speaker 1: see this pressure coming out of the FED right now
• 3:22
  Speaker 1: to hold this position. I want to go to another
• 3:25
  Speaker 1: eclip because this is Goldman Sachs talking about.
• 3:27
  Speaker 2: The November alternative.
• 3:30
  Speaker 1: And when you look back at the November cut and
• 3:34
  Speaker 1: compare that to where we are now, did they have
• 3:36
  Speaker 1: control then well this is tell you a little bit more.
• 3:38
  Speaker 2: Take a look.
• 3:40
  Speaker 4: Last time they cut rates, long rates went up, so
• 3:43
  Speaker 4: it's almost you know, we get the opposite.
• 3:45
  Speaker 2: That's the last thing you need.
• 3:47
  Speaker 3: Long rates didn't go up because the Fed cut Long
• 3:49
  Speaker 3: rates went up because there was a rebound in expectations
• 3:53
  Speaker 3: of the economy. Trump won election, there was a view
• 3:57
  Speaker 3: that growth is going to be much harmer. The point
• 3:59
  Speaker 3: is the same, the Fed cut rates, and it's just
• 4:01
  Speaker 3: proof that they don't have control of the long end,
• 4:03
  Speaker 3: that it's not all controlling.
• 4:06
  Speaker 4: And maybe it's a political sense that you know, the
• 4:07
  Speaker 4: President is going to put somebody else in this role
• 4:09
  Speaker 4: in May, and that they're going to lower rates, and
• 4:12
  Speaker 4: that by lower rates, we're going to be able to
• 4:15
  Speaker 4: buy debt at a lot lower prices, and that mortgages
• 4:18
  Speaker 4: and everything else are going to be a looted. But
• 4:19
  Speaker 4: it's not clear to me given where we are in
• 4:22
  Speaker 4: whatever wherever you think we are in our economy that,
• 4:25
  Speaker 4: as Becky just described, that they can actually control at
• 4:28
  Speaker 4: least at least the long end of it all.
• 4:31
  Speaker 3: They can't. The FED sets the shortest term rate, the
• 4:35
  Speaker 3: FED funds rate, and the longer end of the curve
• 4:38
  Speaker 3: is much more a function of supply demand to treasuries
• 4:42
  Speaker 3: and prospects for future growth.
• 4:44
  Speaker 2: And.
• 4:46
  Speaker 3: You could just as easily see the curve steepen if
• 4:49
  Speaker 3: they cut. Also, the reason the Fed isn't cutting is
• 4:52
  Speaker 3: not because of Jpwell, the reason the Fed isn't cuming
• 4:55
  Speaker 3: is the cutting is there's not a consensus around the
• 4:58
  Speaker 3: table that it's time to.
• 5:00
  Speaker 1: Cut, all right, so you can see what it appears
• 5:04
  Speaker 1: to be is still a lot of confusion as to
• 5:07
  Speaker 1: how they're going to play this market forward. My prediction
• 5:10
  Speaker 1: is this is, first of all, I'm much higher on
• 5:12
  Speaker 1: the percentage of being able to get a cut tomorrow.
• 5:15
  Speaker 1: I would still put it around a sixty maybe seventy
• 5:17
  Speaker 1: percent chance of getting a FED rate cut. In other words,
• 5:22
  Speaker 1: we're not going to see a pause at about that rate.
• 5:26
  Speaker 1: Looking forward, though, I still think September is the target.
• 5:29
  Speaker 1: And I go back to my thesis around retail and
• 5:32
  Speaker 1: the reason I say that retail sales and also businesses
• 5:35
  Speaker 1: in general are going to be looking into the holiday.
• 5:38
  Speaker 1: Now that we're approaching the third quarter, we'll start to
• 5:40
  Speaker 1: see a lot of activity moving into that final quarter,
• 5:43
  Speaker 1: which is huge for retail, a lot of commerce, and
• 5:46
  Speaker 1: this is something that is very critical. If we don't
• 5:49
  Speaker 1: start seeing a little bit of easing in the in
• 5:51
  Speaker 1: the economy, then this is going to be an issue
• 5:54
  Speaker 1: going forward. If companies are capable of going out and
• 5:57
  Speaker 1: getting dead at a lower rate, they're going to higher
• 5:59
  Speaker 1: and are going to hire or end or give raises.
• 6:01
  Speaker 1: Those are the kind of things that will affect markets immediately.
• 6:05
  Speaker 1: So September is a really critical time. If they can
• 6:08
  Speaker 1: at least give a little bit of indication that September
• 6:11
  Speaker 1: might be the window, then I think it is a
• 6:12
  Speaker 1: win coming out and it will be very positive for
• 6:15
  Speaker 1: the markets. Let me go to this tweet right here
• 6:17
  Speaker 1: by Kobe Easy. They're talking about, you know the growth
• 6:20
  Speaker 1: that we saw in the SMP. This was back in
• 6:22
  Speaker 1: cap gains in twenty twenty one. But if you look
• 6:25
  Speaker 1: at the percentage here of the S and P, five
• 6:27
  Speaker 1: hundred and seventy percent of that game from the ten
• 6:29
  Speaker 1: largest company. So if you'd invested one hunter k you know,
• 6:32
  Speaker 1: in the SMP five hundred back in twenty one, thirty
• 6:35
  Speaker 1: seven percent you'd be of the seventy thousand return would
• 6:38
  Speaker 1: have come for those ten stocks. So that's a pretty
• 6:41
  Speaker 1: big deal considering that there is still a concern by
• 6:44
  Speaker 1: the Fed for the rest of the market, because right
• 6:47
  Speaker 1: now it really is a handful of stocks that is
• 6:49
  Speaker 1: starting to carry this.
• 6:50
  Speaker 2: But we are at all.
• 6:51
  Speaker 1: Time high on the S and P five hundred. Remember,
• 6:53
  Speaker 1: liquidity into risk markets come out of those kinds of gains.
• 6:57
  Speaker 1: That's the thing that I still think starts to feed
• 6:59
  Speaker 1: them mark market for risk assets is that liquidity and
• 7:02
  Speaker 1: also the amount of M to money supply that.
• 7:05
  Speaker 2: Is available out there. If we get any kind of reprieve.
• 7:08
  Speaker 1: Coming in from the FAT, I think that's where we
• 7:10
  Speaker 1: start see things shift a little bit big moves ahead.
• 7:14
  Speaker 1: Other things I want to hit at right here, the
• 7:15
  Speaker 1: stock market rally making history. S and P markeup right
• 7:19
  Speaker 1: now relative to disposal personal income is adjusted for inflation
• 7:24
  Speaker 1: record twenty eight x, so still very very strong. And
• 7:28
  Speaker 1: this comes as the S and P rallied one hundred
• 7:30
  Speaker 1: and sixteen percent during real disposable income that had increased
• 7:34
  Speaker 1: by just thirteen percent.
• 7:35
  Speaker 2: So what I'll.
• 7:37
  Speaker 1: Say there is this is mostly structured capital that's making
• 7:40
  Speaker 1: these gains. It's not a lot of private investment. But
• 7:43
  Speaker 1: we are seeing retail starting to wage into this, I
• 7:47
  Speaker 1: think more importantly as we're seeing retail continuing to push
• 7:50
  Speaker 1: into risk assets, because I think that's where the next generation.
• 7:53
  Speaker 2: Still sees growth coming.
• 7:56
  Speaker 1: But all this really ties into whether or not all
• 7:59
  Speaker 1: of this is priced in from what has been happening,
• 8:02
  Speaker 1: and that is these tariffs. Are we still looking at
• 8:04
  Speaker 1: a lagging potential impact on the US economy, But from
• 8:09
  Speaker 1: all these tariffs, here is a couple of analysts, take
• 8:12
  Speaker 1: a look at this, take a look.
• 8:13
  Speaker 5: It's been interesting to watch the market rally to record
• 8:16
  Speaker 5: high after record high with these trade deals announced, because yes,
• 8:20
  Speaker 5: US appears to be getting a great deal and all
• 8:22
  Speaker 5: of these in all of these ultimate deals, but what
• 8:25
  Speaker 5: we're also getting is higher tariffs coming in that are
• 8:28
  Speaker 5: going to be more permanent, and eventually isn't that going
• 8:31
  Speaker 5: to hurt growth?
• 8:33
  Speaker 6: It's definitely going to slow down growth in the coming quarters. Look,
• 8:37
  Speaker 6: the tariff level right now is about fifteen to sixteen percent.
• 8:40
  Speaker 6: You take that level of tariff for three point one
• 8:43
  Speaker 6: trillion in imports that the US has. That's about four
• 8:46
  Speaker 6: hundred billion dollars, which you could say as attacks on
• 8:49
  Speaker 6: businesses and consumers eventually, So I would expect the economy
• 8:52
  Speaker 6: to step lower to a one to one and a
• 8:54
  Speaker 6: half percent like growth over the four CE. Market is
• 8:57
  Speaker 6: underpricing that, I think it is. I think there's some
• 8:59
  Speaker 6: key risks there. I do think the market is now
• 9:02
  Speaker 6: beginning to look ahead and thinking about the potential for
• 9:05
  Speaker 6: FED rate cuts. It's seen that the impact on the
• 9:08
  Speaker 6: of these startups on inflation is fairly muted, fairly moderate.
• 9:12
  Speaker 6: It's willing to look past any uptick in inflation in
• 9:15
  Speaker 6: the coming months, and it's looking at the FED and saying, okay,
• 9:18
  Speaker 6: if the labor market is truly cooling, let's get going.
• 9:21
  Speaker 6: And it's looking up to twenty twenty six as well.
• 9:24
  Speaker 1: All right, So a few things there within it. Whether
• 9:28
  Speaker 1: you look at the market in general and how the
• 9:30
  Speaker 1: S and P has been performing, you could make the
• 9:34
  Speaker 1: assessment that, yeah, they're pricing in some of the fact
• 9:36
  Speaker 1: that there is a potential rate cut. But I think
• 9:38
  Speaker 1: the real cornerstone of the American economy is small business,
• 9:42
  Speaker 1: and small business is the one that's being affected the
• 9:45
  Speaker 1: most right now with the current rates, and if we
• 9:48
  Speaker 1: get any kind of indicator that we are going to
• 9:50
  Speaker 1: finally see a little bit of rate movement, then I
• 9:52
  Speaker 1: do think we're going to see positive G to B
• 9:54
  Speaker 1: growth because I think it's going to move into the
• 9:56
  Speaker 1: rest of the market.
• 9:57
  Speaker 2: That's the variation I.
• 9:59
  Speaker 1: Think when you look at versus what people are doing
• 10:01
  Speaker 1: in the S and P. Five hundred and how they're
• 10:03
  Speaker 1: investing in small stocks or microcaps, even risk assets to
• 10:07
  Speaker 1: a certain extent. All right, here's another seven hundred and
• 10:09
  Speaker 1: fifty four bill. This is under assets under management that
• 10:12
  Speaker 1: are looking at continued surging stock prices.
• 10:15
  Speaker 2: That most likely.
• 10:16
  Speaker 1: Will be the case if we get a little bit
• 10:19
  Speaker 1: of an indicator from chair Palal tomorrow, which I anticipate
• 10:22
  Speaker 1: will happen.
• 10:23
  Speaker 2: If we don't get a cut tomorrow, then I think.
• 10:25
  Speaker 1: He will give us a little bit of a light
• 10:27
  Speaker 1: at the end of the tunnel, and I think that
• 10:28
  Speaker 1: starts to move markets forward a couple of points that
• 10:30
  Speaker 1: they hit on right here, next three to four weeks,
• 10:33
  Speaker 1: I think we're full steam ahead for the equity market
• 10:35
  Speaker 1: in particular, just as many of the worst case scenario
• 10:37
  Speaker 1: risk have not materialized and are not likely to materialize
• 10:40
  Speaker 1: over the next few weeks. And this goes back to
• 10:43
  Speaker 1: skyrocketing inflation anticipated from all these tariffs coming in, and
• 10:48
  Speaker 1: this may end up stretching it out over time when
• 10:51
  Speaker 1: we start to see this actually flow into the markets,
• 10:54
  Speaker 1: because we still do not know how these suppliers and
• 10:57
  Speaker 1: the retailers and or companies are going to affect that
• 11:02
  Speaker 1: tariff into the economy. Because if you have a pressured economy,
• 11:07
  Speaker 1: it's very difficult to be raising prices. And I think
• 11:09
  Speaker 1: even you know, Walmart's gone on record, Amazon's gone on record,
• 11:12
  Speaker 1: where they would probably not take price. Many of the
• 11:16
  Speaker 1: restaurant chains out there are now at a very very
• 11:19
  Speaker 1: difficult point because they're worried about taking price right now
• 11:22
  Speaker 1: after been taking price for the last two and a
• 11:25
  Speaker 1: half years. So and I say taking price means price raising,
• 11:28
  Speaker 1: So this I think still starts to stretch out a
• 11:31
  Speaker 1: little bit further. Here's another bullish signal right here. This
• 11:34
  Speaker 1: is of course Tom Lee. And if you haven't been
• 11:36
  Speaker 1: following the e Treasuries, go back and watch some of
• 11:38
  Speaker 1: our videos on this. We've done a few, and some
• 11:40
  Speaker 1: of the things that you have to watch is what
• 11:43
  Speaker 1: he's doing from a strategy standpoint, one is he's buying
• 11:45
  Speaker 1: back a billion in stock, so that in itself is
• 11:48
  Speaker 1: probably going to help adjust BM and R, which is
• 11:51
  Speaker 1: the stock ticker for bitmind. The others to watch, of
• 11:55
  Speaker 1: course are Sharplink Gaming, that's s BET, Joseph Lubin. We've
• 11:58
  Speaker 1: seen all the movement there, BTCS, We've seen that, We've
• 12:01
  Speaker 1: had Charles on the show.
• 12:03
  Speaker 2: A lot is still moving in this direction.
• 12:05
  Speaker 5: Now.
• 12:05
  Speaker 1: Tom Lee is, i would say, is an eth permeable.
• 12:09
  Speaker 1: He is very very positive and very very bullish for
• 12:12
  Speaker 1: where the market is heading and whether that is institutional
• 12:16
  Speaker 1: capital continue to push because remember eth ETFs continuing to climb,
• 12:20
  Speaker 1: or if it means we're going to see a reprieve
• 12:22
  Speaker 1: on rates which will bring retail possibly midcaps back into
• 12:26
  Speaker 1: the market, MidCap investment back into the market. So if
• 12:29
  Speaker 1: you look at the stocks right now, just go back
• 12:31
  Speaker 1: and take a look. There's Master right there. Micro strategy.
• 12:35
  Speaker 1: Then you can go into BM and R after a big,
• 12:37
  Speaker 1: big drop right here over just the last little bit,
• 12:40
  Speaker 1: I'm on the four hour, and then right there's a
• 12:42
  Speaker 1: spat after its decline. Again, these might be good, good
• 12:46
  Speaker 1: considerations right now just you know, pay close to the MNF,
• 12:50
  Speaker 1: which is basically the their value to their overall holdings
• 12:54
  Speaker 1: of what their assets are. The other one to kind
• 12:57
  Speaker 1: of keep an eye on is BTCS. That's the other
• 12:59
  Speaker 1: one right here, right they're still trading around five bucks,
• 13:02
  Speaker 1: so somewhat sideways on that. One things to kind of
• 13:05
  Speaker 1: keep also in your mind is how are these companies
• 13:09
  Speaker 1: strategically moving. One of them is a good example right here.
• 13:13
  Speaker 1: This is linear Today we're setting in a standard for
• 13:15
  Speaker 1: ethlayer two introducing native healed and this is something I
• 13:19
  Speaker 1: think we'll start to see connecting to these kinds of
• 13:23
  Speaker 1: treasury companies, meaning they're going to start building other products
• 13:27
  Speaker 1: that are actually revenue generating other than just holding the
• 13:30
  Speaker 1: core asset, which is what kind of we've seen against
• 13:33
  Speaker 1: micro strategy and bitcoin. Okay, another consideration here, if you
• 13:37
  Speaker 1: look at ELINEA, they're talking this is the Ethereum's largest
• 13:40
  Speaker 1: ecosystem fund. What they're talking about doing is WANT two
• 13:44
  Speaker 1: is going to be locking up that's going to create
• 13:46
  Speaker 1: some supply demand and then also doing burn. So this
• 13:50
  Speaker 1: all is very bullish for Ethereum and then also potentially
• 13:54
  Speaker 1: these treasury companies that are playing in it because remember
• 13:56
  Speaker 1: that's traditional capital and a lot of people who have
• 13:59
  Speaker 1: not invested maybe an ETS or even the direct asset
• 14:02
  Speaker 1: before starting to look at that.
• 14:04
  Speaker 2: Now Trump's group, if you look at World Liberty Phi, they've.
• 14:08
  Speaker 1: Also bought more in ethereum, So that's another advantage, even
• 14:11
  Speaker 1: though it's only a million dollars. More point is as
• 14:14
  Speaker 1: they're continuing to double down on what their holdings are,
• 14:17
  Speaker 1: which pushes more strength into the ETH ecosystem, which is
• 14:21
  Speaker 1: what we need for an all coin If there is
• 14:24
  Speaker 1: an all coin season, ETH will most likely lead that
• 14:26
  Speaker 1: out other points, I want to hit at right here,
• 14:29
  Speaker 1: a new all time high consecutive seventeen consecutive days positive
• 14:33
  Speaker 1: ETH inflows.
• 14:34
  Speaker 2: This just shows the ETHTF.
• 14:35
  Speaker 1: Continuing to perform, much like what we were seeing with
• 14:39
  Speaker 1: the Bitcoin ETFs over the past several months. Has that
• 14:43
  Speaker 1: finally rotated into ETH four traditional and institutional capital coming
• 14:48
  Speaker 1: into this. I want to go to one more clip
• 14:50
  Speaker 1: here because this is Matt Hogan talking about that very
• 14:52
  Speaker 1: thing that ETH is creating maybe a season for trad
• 14:57
  Speaker 1: fi kind of like an all coin season.
• 14:59
  Speaker 7: Take a look earlier this week, there is a demand shock.
• 15:02
  Speaker 7: I mean I wrote about this on Twitter since May fifteenth,
• 15:06
  Speaker 7: companies and ETFs have bought thirty two x the new
• 15:10
  Speaker 7: supply of ethereum, like we'd love to tie ourselves in knots.
• 15:15
  Speaker 7: Is ethereum driven by discounting cash flow? Is it astore
• 15:18
  Speaker 7: of value? None of that matters if these two forces
• 15:21
  Speaker 7: are by thirty two times the supply. So I think
• 15:24
  Speaker 7: it's as simple as that. I think it's going to continue.
• 15:26
  Speaker 7: You know, we've done four point four billion in inflows
• 15:29
  Speaker 7: into e ETFs this month, and I hear it in
• 15:32
  Speaker 7: my meetings. Everyone wants to talk about stable coins, everyone
• 15:35
  Speaker 7: wants to talk about tokenization, and that leads them to
• 15:38
  Speaker 7: wanting some ethereum alongside their bitcoin. So this is going
• 15:41
  Speaker 7: to ramp to the end of the year. And I
• 15:43
  Speaker 7: think that's exactly right. People made a ton of money
• 15:47
  Speaker 7: on these bitcoin ETFs, right, thirty six and Circle and Circle,
• 15:51
  Speaker 7: well Circle was the first all season, but I agree
• 15:53
  Speaker 7: it goes from there. They made all this money, all
• 15:55
  Speaker 7: this money flowed into bitcoin. The price went up, you know,
• 15:59
  Speaker 7: one hundred and four forty percent, And what are they
• 16:02
  Speaker 7: going to do. They're going to rotate into like Kellogg's, No,
• 16:06
  Speaker 7: They're going to rotate into a circle. And ETH and
• 16:11
  Speaker 7: treasury companies, and now ETH treasury companies and now Salana
• 16:15
  Speaker 7: treasury companies. It's all season in TRADFI for sure.
• 16:19
  Speaker 2: Okay.
• 16:20
  Speaker 1: So I'm in total agreement with Matt there, and that
• 16:23
  Speaker 1: is that we are going to see a lot of
• 16:25
  Speaker 1: funds coming into the ETH ecosystem, whether it's in through circle,
• 16:29
  Speaker 1: whether it's in through stable coins, whether it's in through
• 16:31
  Speaker 1: direct asset or these ETH ETFs, even the strategic holding companies.
• 16:37
  Speaker 1: All of this is good for ethereum in general. Other
• 16:40
  Speaker 1: things that you have to consider, and I think this
• 16:42
  Speaker 1: is actually maybe the dark horse that not everybody is considering,
• 16:46
  Speaker 1: and that is corporations now have acquired one percent of
• 16:50
  Speaker 1: the EAT supply. This is coming in from Standard Charter
• 16:52
  Speaker 1: talking about this, and there's a few points here ETH
• 16:55
  Speaker 1: focused treasure firms, they've kind of doubled their pace of investments.
• 16:59
  Speaker 1: But now we're starting to see companies, and I think
• 17:01
  Speaker 1: this is a global phenomenon that companies are going to
• 17:05
  Speaker 1: start to treasury assets. In many cases, you can already
• 17:08
  Speaker 1: start to do that here in the US with changing
• 17:10
  Speaker 1: accounting laws. And you're looking at companies who are looking
• 17:13
  Speaker 1: at maybe the next what is the next Bitcoin kind
• 17:16
  Speaker 1: of thing, And this is something that I think will
• 17:18
  Speaker 1: continue to push forward, especially if ETH and the ecosystem
• 17:22
  Speaker 1: starts to create more value around payment systems and all
• 17:27
  Speaker 1: the different kinds of scenarios that play out within the
• 17:30
  Speaker 1: ETH ecosystem. Corporations could reach ten percent of all Eth.
• 17:34
  Speaker 1: Put that in your head for a second. Corporations holding
• 17:37
  Speaker 1: ten percent of one of the biggest blockchain ecosystems out there,
• 17:42
  Speaker 1: Imagine what they would look at if that continues to
• 17:45
  Speaker 1: climb in terms of future projections, future projections to hold it,
• 17:50
  Speaker 1: future projections to build on it, and also the capacity
• 17:53
  Speaker 1: to possibly go into other ecosystems around it. This could
• 17:57
  Speaker 1: get into a very major play it starts to set
• 18:00
  Speaker 1: up all this stuff, So very positive for what's going
• 18:03
  Speaker 1: on the Eth ecosystem. I still think we are in
• 18:05
  Speaker 1: the right direction for the FED fund rate. Whether or
• 18:09
  Speaker 1: not Cheri Palell believes that or not, we'll find out tomorrow.
• 18:11
  Speaker 1: So make sure and tune in for the live stream again.
• 18:13
  Speaker 1: If you're not in the joint the Diamond Circle, make
• 18:15
  Speaker 1: sure enjoying that now.
• 18:16
  Speaker 2: It's very easy.
• 18:17
  Speaker 1: It's a link down below, and of course follow me
• 18:19
  Speaker 1: out there on x at Paul Baron, We'll catch you
• 18:21
  Speaker 1: next time, right here on The Paul Baron Show.