Latest / The Paul Barron Crypto Show / CLARITY-Proof Portfolio Analysis 🔥Chaos Is a Ladder🪜

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CLARITY-Proof Portfolio Analysis 🔥Chaos Is a Ladder🪜 · The Paul Barron Crypto Show

0:00
Speaker 1: Clarity chaos is underway, and today we're going to be
0:02
Speaker 1: breaking down for you how to play this market or
0:05
Speaker 1: potentially do it. It is going to be a good one.
0:07
Speaker 1: It'll break down some interesting insights here. I do want
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0:48
Speaker 1: All right, So today we're going to go into what's
0:51
Speaker 1: happening in what could be a post clarity world where
0:56
Speaker 1: there isn't clarity, and we're going to play this both ways.
0:59
Speaker 2: If already does go through a lot of this is very.
1:02
Speaker 1: Political what's potentially going to happen in the midterms, And
1:06
Speaker 1: when you follow the lead of where institutional capital is going,
1:09
Speaker 1: you can kind of start to see a little bit
1:11
Speaker 1: of the pathway. Here's an example this, of course is Grayscale,
1:15
Speaker 1: which is now withdrawing its cardano it's Hidera and it's
1:20
Speaker 1: Polka Dot ETF filings, and this is companying in immediately
1:24
Speaker 1: after we saw the pause in the Senate, and now
1:27
Speaker 1: there's a lot happening here because with Grayscale, and I'll
1:30
Speaker 1: break this down for you, is they're starting to reposition
1:34
Speaker 1: and rebalance and it's really built around the chaos that's
1:37
Speaker 1: happening right now.
1:38
Speaker 2: All right, So we put this together.
1:41
Speaker 1: Chaos is a ladder and it's a three flight to
1:44
Speaker 1: token analysis for clarity breakdown. And the idea is is
1:48
Speaker 1: that the Washington trade is simply a bat trade. If
1:52
Speaker 1: you're betting everything to try to get Washington, do you're
1:54
Speaker 1: bidding it just is not going to happen. One of
1:57
Speaker 1: the things that will kind of break down for you
2:00
Speaker 1: is the setup. This is the US Senate pretty much
2:02
Speaker 1: being in a useless state right now because they punted,
2:06
Speaker 1: and they punted to September fifteenth, and it's really only
2:10
Speaker 1: the cloture vote, so it's a vote to have another vote.
2:13
Speaker 1: You've heard me talk about this before. There's like five
2:15
Speaker 1: things that could potentially happen on that day when they return,
2:19
Speaker 1: and the likelihood is not going to be pro clarity
2:22
Speaker 1: unless something is done around ethics, which I still think
2:25
Speaker 1: is going to be a stick in the mud.
2:27
Speaker 2: It's not going to get done unless.
2:29
Speaker 1: There's a breakthrough. If there's a breakthrough, this would change
2:31
Speaker 1: my mind. The holdout for Republicans still remain. There's a
2:35
Speaker 1: handful of meaning that are not going to vote in
2:37
Speaker 1: this direction. And then you still have the midterm issue
2:40
Speaker 1: right now, November third could flip the House completely, most
2:44
Speaker 1: likely will, and the window is closing because what's happened
2:48
Speaker 1: already is it is pretty much pulled a lot of
2:51
Speaker 1: these packs out of a position where they could actually
2:55
Speaker 1: try to affect the midterms.
2:57
Speaker 2: Because of this delay that has been done.
2:59
Speaker 1: It's almost says all of this has been orchestrated by somebody.
3:03
Speaker 1: I wonder who that somebody could be. I just wonder.
3:06
Speaker 1: So here's what we've been breaking down. So the filter
3:08
Speaker 1: is pretty simple. It's not enough to survive without clarity.
3:11
Speaker 1: The token must not need it. So the idea is
3:14
Speaker 1: we're not betting anything on DC so first up, clarity
3:17
Speaker 1: already won. Legal status is settled by courts or regulators.
3:22
Speaker 1: That's a bit situation that's going to happen with the
3:23
Speaker 1: SEC and the CFTC. So you're not waiting on a bill.
3:28
Speaker 1: Real value accrule means revenue is flowing from the token today,
3:31
Speaker 1: whether it's burned, buybacks, vies, et cetera, permissionless by design,
3:35
Speaker 1: and these are the kind of the criterias of what
3:37
Speaker 1: you need to look at. The product runs no matter
3:40
Speaker 1: what Congress does follow the lobbying. This is if the
3:43
Speaker 1: company has bet its brand and it needs the.
3:47
Speaker 2: Bill, So watch out for those.
3:49
Speaker 1: And there's some in there that I'm favored to, but
3:52
Speaker 1: they have gone this direction. And the other things that
3:55
Speaker 1: you got to look at is chaos. This is pretty
3:58
Speaker 1: much the tailwind because volatility and fear will most likely
4:02
Speaker 1: feed it, it should not break it. The macro independency
4:06
Speaker 1: is real. The demand needs to be one simple thing,
4:09
Speaker 1: a reason to exist that has nothing to do with
4:12
Speaker 1: the crypto law. So it has utility, it's got function,
4:16
Speaker 1: and the demand is there. That's the key filters that
4:19
Speaker 1: we want to go on. The disqualifiers that would play
4:22
Speaker 1: into this is something like a coinbase situation where it's
4:26
Speaker 1: all in clarity passing and it's aligned pretty much with
4:30
Speaker 1: Trump right now and going into the midterm cycle. So
4:32
Speaker 1: that gets you on one side of the position, which
4:35
Speaker 1: is not really you need to be able to appeal
4:37
Speaker 1: to all walks of life XRP Ripple right now, this
4:40
Speaker 1: is a token that got partial clarity, and the institutional
4:44
Speaker 1: thesis still needs the build. This is a bad, I
4:47
Speaker 1: think a bad situation for Ripple n XRP. If this
4:51
Speaker 1: doesn't now doesn't mean they're going to go away. It
4:53
Speaker 1: simply means is this a play that is going to
4:56
Speaker 1: continue over maybe the next months or until we start
4:59
Speaker 1: to see some sort of movement in DC, which I
5:01
Speaker 1: don't anticipate anytime soon. Then you get into circle and
5:05
Speaker 1: stable coins Genius left the field pretty much in the
5:09
Speaker 1: you'll fight pretty much wide open, and then banks are
5:12
Speaker 1: still attacking, and I anticipate this is going to continue,
5:15
Speaker 1: and the likelihood is that banks are going to push
5:17
Speaker 1: even harder because as we see rulemaking start to play
5:21
Speaker 1: into this. This is where the SEC and the F
5:23
Speaker 1: CFTC gets involved, this may put some more pressure there.
5:26
Speaker 1: The other thing is anything with KYC that is heavy
5:30
Speaker 1: for adoption. This, this is going to run into problems,
5:33
Speaker 1: and I think this is going to continue to be
5:35
Speaker 1: an issue overall because clarity would help them a lot,
5:38
Speaker 1: or have to help them a lot. Bitcoin is another one.
5:41
Speaker 1: Regulatory clarity, yes, but it's still stuck in this quantum limbo,
5:45
Speaker 1: so I'm still concerned about that. And then ave with
5:49
Speaker 1: DeFi lending, this is another one that I think I
5:51
Speaker 1: would disqualify strong engine, but it pays a sentiment tax
5:55
Speaker 1: on every DeFi exploit. That's the problems that we're faced
5:58
Speaker 1: with right now. Now let's go into first I want
6:03
Speaker 1: to review tokenied gold and how many of you would say, well, gold, No,
6:07
Speaker 1: that's not a position. Well, that's a defensive position that
6:10
Speaker 1: you guys could be in. I think it's the winner here,
6:12
Speaker 1: whether it's packs or xaut no securities questions here. Gold
6:17
Speaker 1: isn't a security under any framework. So zero dependence on
6:20
Speaker 1: crypto Tether's loading up on this, You've got it winning
6:24
Speaker 1: the narrative war by a long shot. Then you have
6:26
Speaker 1: DeFi barely scratching the surface with on chain gold yields
6:30
Speaker 1: that are barely even switched on. So once that starts
6:33
Speaker 1: to move, there's going to be massive room for opportunity there.
6:37
Speaker 1: In DeFi legal tender. This will be interesting because overall
6:42
Speaker 1: gold for retail payments is legal. Some of these states
6:45
Speaker 1: are already declaring this. There's a whole demand lane that
6:49
Speaker 1: just opened up. Now the question is will it get
6:51
Speaker 1: into play that's still open. I'm okay with you guys
6:55
Speaker 1: that would argue that, But at the same point, at
6:58
Speaker 1: least it has movement, and that's the point that I'm
7:01
Speaker 1: getting at. This is one of the defensive winners that
7:04
Speaker 1: I think would be in position here. Last up is
7:07
Speaker 1: it rides the chaos, and that is the situation around war, tariffs, debasement, fuel,
7:13
Speaker 1: you name it, all of this we're dealing with. It's
7:16
Speaker 1: essentially where scared money is going to hide. All right,
7:18
Speaker 1: So this on its own is not enough just the slides. Okay, Well,
7:23
Speaker 1: let's go over and take a look at a few
7:24
Speaker 1: key points here. I want to focus on one. Rampaul
7:28
Speaker 1: comes in and says, hey, I've went over, I checked
7:30
Speaker 1: out the gold.
7:30
Speaker 2: It's there.
7:32
Speaker 1: We're all good, and one hundred and forty seven million ounces.
7:35
Speaker 1: So the US is still holding a large position here.
7:38
Speaker 1: So when you look at one of the things also
7:40
Speaker 1: that could be a catalysts retail and the largest US
7:43
Speaker 1: physical gold backed ETF GLD this is now has attracted
7:47
Speaker 1: another fifty million in retail inflows. This was on Wednesday,
7:51
Speaker 1: largest daily inflow since March.
7:54
Speaker 2: We're going to have an expert.
7:55
Speaker 1: On gold next week to come on the show to
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Speaker 1: break down this because this could be a trend. You
8:00
Speaker 1: go look at the chart here, you'll see right here
8:03
Speaker 1: the kind of movement that we're talking about, and this
8:06
Speaker 1: is indicative of what is happening right now around the market. Chaos,
8:11
Speaker 1: clarity of course being paused. We're in a situation right
8:15
Speaker 1: now we don't even know if we're going to retain
8:17
Speaker 1: that when I say we meaning anything that's pro crypto
8:20
Speaker 1: is going to retain the House or possibly even the
8:23
Speaker 1: Senate playing into this. One note to make attention to
8:27
Speaker 1: is the number of holders right there. That's two hundred
8:29
Speaker 1: and fifty eight thousand. Now you would think is that
8:32
Speaker 1: a regular gold holder. I don't think so. I think
8:35
Speaker 1: this is a next generation that is starting to look
8:38
Speaker 1: gold at look at gold as a major digital asset.
8:42
Speaker 1: That's the point I'm getting at is we're going to
8:44
Speaker 1: see a shift here and especially in defensive positions. Last
8:47
Speaker 1: up on gold is the UK, of course, is preparing
8:50
Speaker 1: a framework for tokenized gold again as it pushes to
8:54
Speaker 1: digitize its financial market. So if the UK starts in
8:57
Speaker 1: this direction or largest holder, let's be clear, London pretty
9:03
Speaker 1: much the epicenter of gold. And then you have other
9:06
Speaker 1: major countries continuing to add gold to their coffers, and
9:11
Speaker 1: you have all of what's happening right now and only
9:13
Speaker 1: in Japan, but also here in the US around unstable conditions.
9:19
Speaker 1: This starts to make a lot of sense here, guys,
9:21
Speaker 1: around a defensive position, all right, So let's comp back
9:24
Speaker 1: to the slides here and break down on my pick two,
9:27
Speaker 1: which is more of an offensive winner. Okay, and this
9:30
Speaker 1: would be UNISWAP. There's a few good reasons here. Clarity
9:34
Speaker 1: already won. The SEC case was dropped. That was April
9:38
Speaker 1: twenty twenty six. The front end relief is done, the
9:40
Speaker 1: legal questions pretty much answered. Okay, the burn engine.
9:44
Speaker 2: Is now live.
9:45
Speaker 1: This is eight million plus in UNI burn from fees
9:47
Speaker 1: since December of last year. Okay, and this is on
9:50
Speaker 1: top of the one hundred million in the unification burn,
9:52
Speaker 1: so another value benefit institutions voted first on this gray scale.
9:58
Speaker 1: Largest D five fund right now is holding thirty four percent.
10:01
Speaker 1: That's above Onto and AVE and I want to show
10:05
Speaker 1: you something really interesting on that in a second. But
10:07
Speaker 1: the other scenario is chaos equals volume n also equals
10:12
Speaker 1: burn and what that simply means is the dex volume
10:15
Speaker 1: is spiking during panics. Remember October tenth, That's when we
10:19
Speaker 1: saw the highest numbers. And I'll show you the chart
10:21
Speaker 1: in a second. Fear literally feeds this token, so maybe
10:26
Speaker 1: this is all playing into the other thing is is
10:28
Speaker 1: the robin Hood pipeline.
10:29
Speaker 2: So Robinhood chain.
10:30
Speaker 1: Fees slow are basically flowing through its stack uniewap without clarity.
10:36
Speaker 1: Robinhood is going to have to double down on its
10:39
Speaker 1: DeFi wallet and I think this will be something that
10:41
Speaker 1: they will announce once they start to get a signal
10:45
Speaker 1: from DC of where the weather is going, because that's
10:48
Speaker 1: what we're dealing with right now, and it really boils
10:51
Speaker 1: down to what's going to happen in the midterms and
10:53
Speaker 1: how this plays out, which leads us into Washington, and
10:57
Speaker 1: it's very quiet there lobbies under the radar, this of
11:01
Speaker 1: course being unice swap, and they've never bet the brand
11:04
Speaker 1: on the bill like what we saw with coinbase, So
11:07
Speaker 1: this is still a potential offensive winner and it survives
11:12
Speaker 1: either outcome and it monetizes.
11:14
Speaker 2: The turbulence on the way. So there's a lot of
11:16
Speaker 2: benefits to this.
11:17
Speaker 1: Now let's go over to kind of support that, because
11:20
Speaker 1: I think the key here is you have to look
11:22
Speaker 1: at where unicewap has been. So as I said, remember
11:26
Speaker 1: ten ten right there, that was the fees spiking during
11:30
Speaker 1: ten ten, and that was the point they stood to
11:31
Speaker 1: make a lot of money. But at the same time
11:33
Speaker 1: fees have not been turned on yet. That may have
11:36
Speaker 1: been their learning cycle, I think for unicewap. All right,
11:40
Speaker 1: so let's go over a great scale because I said
11:42
Speaker 1: I was going to show you something. This is a
11:43
Speaker 1: rebalance of their portfolio. And it's pretty serious because you
11:48
Speaker 1: look at unicewop holding the upper scale of the weight
11:53
Speaker 1: right here over onto over ave over Athena. This is
11:57
Speaker 1: at thirty four percent weight and you would think.
11:58
Speaker 2: All right, well that's okay.
12:00
Speaker 1: But where it really makes an interesting move is right here.
12:04
Speaker 1: This is the smart contract fund that's BnB Ether Salona Cardano.
12:09
Speaker 1: It's holding more weight than the largest weighting in their
12:14
Speaker 1: smart contract fund.
12:15
Speaker 2: And that's not all.
12:15
Speaker 1: It's also also in the AI fund more weight. So
12:19
Speaker 1: they are all in on where this is heading. Maybe
12:22
Speaker 1: Gray Scale has the same insights that we're looking at,
12:26
Speaker 1: so let's take a look at the cumulative uniburn. So this,
12:29
Speaker 1: of course, and this is something I promise and that
12:32
Speaker 1: is more changed. This of course gets into the whole
12:34
Speaker 1: issue that I'm talking about right now, That, of course
12:37
Speaker 1: is robin Hood continues to grow now they are added
12:41
Speaker 1: to the stack only points up for UNISWAP other points
12:45
Speaker 1: I want to kind of focus on.
12:47
Speaker 2: Here's Ryan sharn Adams.
12:48
Speaker 1: He kind of talked about it right here, and this
12:50
Speaker 1: was in reference to the SEC which pretty much gave
12:53
Speaker 1: the DeFi broker exemption done. And this was including UNIEWAP
12:58
Speaker 1: meta mask dex aggregate. They don't need to register as
13:01
Speaker 1: a broker dealer with that. And then remember that during
13:05
Speaker 1: that you had the judge Fela that came in this
13:08
Speaker 1: was during the trial and said this right now, if
13:11
Speaker 1: you look at these allegations, this defies logics that this
13:14
Speaker 1: would be the case. So this has already been proven
13:17
Speaker 1: and it's any good position, I think on the more
13:19
Speaker 1: aggressive position overall. Let's go back to the slides real quick,
13:23
Speaker 1: because I want to go into the growth engine, and
13:26
Speaker 1: the growth engine pick is going to be Solana.
13:28
Speaker 2: And there's a few reasons here.
13:30
Speaker 1: It's not fragile by any means by history, if you
13:33
Speaker 1: go back and look at the grassroots.
13:35
Speaker 2: This thing, of.
13:35
Speaker 1: Course survived FTX thirty straight months though right now, of
13:40
Speaker 1: one hundred percent uptime. That's insane because that was the
13:43
Speaker 1: one thing that Salon always had as a knock.
13:45
Speaker 2: Not the case thirty months in a row. We are good.
13:48
Speaker 1: The other thing they're doing is they're just the velocity
13:51
Speaker 1: of their upgrades in the bear market so very relentless
13:54
Speaker 1: in terms of their shipping, and this of course forces
13:57
Speaker 1: a lot of chains to either copy it or pretty
13:59
Speaker 1: much die the collectible supercycle. Seventy five percent of RBA
14:03
Speaker 1: collectibles right now prediction market growth, zero security overhang right here.
14:09
Speaker 1: This also gets into where it captures growth that its
14:13
Speaker 1: apps can't, and this means something like a collector crip.
14:16
Speaker 1: We've talked to them on this very point, and it's
14:19
Speaker 1: Solana's top earner. This is reference to cards the token,
14:23
Speaker 1: but without clarity, you can't really do anything with it.
14:27
Speaker 1: But Soul doesn't necessarily need that. So that's the key
14:30
Speaker 1: here where it's apps can't necessarily capture the growth, but
14:33
Speaker 1: Salona can. The other thing is just hyper Liquid. It's
14:36
Speaker 1: starting to eat it's lunch. And if you can look
14:39
Speaker 1: at just how Purpse products are pulling the market share
14:42
Speaker 1: from the purpose King, you look at Solana as being
14:44
Speaker 1: that center, and then stable coin payments.
14:47
Speaker 2: This is the chain.
14:48
Speaker 1: This is where real people actually transact. And I'll show
14:51
Speaker 1: you some things that will kind of back this up. Now,
14:53
Speaker 1: let's go over and kind of look at some of
14:55
Speaker 1: the things that kind of support this. One of the
14:58
Speaker 1: things I want to focus on right here is remember
15:01
Speaker 1: IPO season, we did a SpaceX ipo video that we
15:06
Speaker 1: said it was going to boost Solana, and if you
15:08
Speaker 1: look at the charts, you'll understand why that was because
15:12
Speaker 1: of the early stage trading that this of course represents.
15:15
Speaker 1: Speaking of perps, you'll look back at hyper Liquid, which
15:19
Speaker 1: has pretty much been the king, and if you look
15:21
Speaker 1: at the King, it was on the rise right there
15:24
Speaker 1: until the end of the last year, and of course
15:27
Speaker 1: that's when we started to see the takeover and hyper
15:30
Speaker 1: Liquid has been slowly losing market share and I think
15:33
Speaker 1: mostly too and because of Solana. So this is going
15:37
Speaker 1: to just be another point that I'm getting at. And
15:40
Speaker 1: here's a good example of the holders and the dex
15:43
Speaker 1: volume right here on hyper Liquid. All of this has
15:46
Speaker 1: been trending down. Granted there has been some spikes, but
15:48
Speaker 1: the point is overall it's been trending down. Calshi and
15:53
Speaker 1: polymarket all starting to eat away at hyper Liquid.
15:57
Speaker 2: In terms of volume.
15:58
Speaker 1: And I think this is the whole point behind behind
16:00
Speaker 1: this is this one could end up losing to what's
16:03
Speaker 1: happening right now with Solana. Let's go to one other
16:06
Speaker 1: point here, and that is Solana is going to get
16:08
Speaker 1: two times faster soon. And this is a point that
16:12
Speaker 1: we're going to be talking about this week with Mert
16:14
Speaker 1: to kind of break this down. But the point is
16:16
Speaker 1: transaction faster even yet further into this double disinflation. This
16:22
Speaker 1: is another major factor that is getting very close to completion.
16:26
Speaker 1: All they need is fifteen percent on the threshold to
16:29
Speaker 1: make that happen. This is also very bullish. This is
16:33
Speaker 1: another one stable coins remember stable coins on Solana, Well,
16:36
Speaker 1: guess who money gram now is going to give you
16:39
Speaker 1: a off ramp via Solana stable coins. So now you've
16:42
Speaker 1: got one hundred and seventy countries in here, five hundred
16:44
Speaker 1: thousand retail locations that can convert stable coins sent on.
16:48
Speaker 2: Solana to cash.
16:51
Speaker 1: This is the kind of thing that I'm talking about
16:53
Speaker 1: in terms of an opportunity here. So regardless of what
16:56
Speaker 1: happens with clarity, regardless of where this market is going
16:58
Speaker 1: to go, pick things that are actually moving. The other
17:03
Speaker 1: thing that's interesting with this is timing. You've got breakpoint,
17:07
Speaker 1: which is pretty much the biggest event for Solona. Well
17:09
Speaker 1: that's happening in November. What else is happening in November?
17:13
Speaker 1: The midterms?
17:14
Speaker 2: So the point is you're going to see chaos.
17:16
Speaker 1: Happening in the market. There are going to be a
17:19
Speaker 1: handful of products and projects that will continue to excel.
17:24
Speaker 1: None of it needs DC. All right, so deflation flips on.
17:28
Speaker 1: We just showed you that. That's a big one. That
17:31
Speaker 1: proposal is going to hit probably within the day, within
17:34
Speaker 1: just a few days. The institutional pipeline, this is Jupiter
17:37
Speaker 1: black Rock Securitized Nasdaq all institutional products launching soon. That's
17:42
Speaker 1: another major because this is going to happen with or
17:45
Speaker 1: without clarity with route DC, I think the SEC and
17:48
Speaker 1: the CFTC will start to frame a lot of this
17:51
Speaker 1: which are going to benefit to this. Watch those very closely, though,
17:55
Speaker 1: Watch those very closely. One of the real value points
17:57
Speaker 1: though here is going to be token is stocks, and
17:59
Speaker 1: that is being able to put it to work. This
18:02
Speaker 1: is the best place for tokenized equities, that includes x
18:05
Speaker 1: stox onto, and it makes it all composable in DeFi.
18:10
Speaker 2: The other thing is is just.
18:11
Speaker 1: Best best in class staking, and this has always kind
18:14
Speaker 1: of been the case. The yield people actually want to hold,
18:18
Speaker 1: and it's pretty much passive demand for the token itself,
18:21
Speaker 1: which is another framework of investing, is just being able
18:24
Speaker 1: to hold and build more value there. The last two
18:27
Speaker 1: are interesting because the wallet and the Mika edge plays
18:31
Speaker 1: out here and this is the best wallets which are
18:33
Speaker 1: live on Solana. Remember we mentioned backpack months ago that
18:39
Speaker 1: they'd get framed up for EU and actually to get
18:41
Speaker 1: regulated within the EU with both decks fees that beat
18:46
Speaker 1: any centralized exchange. So that's another advantage and of course
18:49
Speaker 1: the breakpoint event that's coming. So let's look at the
18:52
Speaker 1: takeaway from some of these analysis tokenized gold kind of
18:56
Speaker 1: the defensive position wins because sphere wins always and there's
19:01
Speaker 1: no really requirement for any crypto law. All right, this
19:05
Speaker 1: is going to be more of the offensive play. It's
19:07
Speaker 1: already free, already earning. Chaos pretty much drives this thing
19:11
Speaker 1: up as it goes because fees rise. And then Solana
19:14
Speaker 1: of course, the growth engine. I think this is where
19:17
Speaker 1: most everything is going to build from. Plus the fact
19:20
Speaker 1: that it's been able to be so resilient, so they're
19:23
Speaker 1: going to capture I think a supercycle on its own
19:26
Speaker 1: just because of the apps are going to continue to
19:28
Speaker 1: feed that. All right, So one last statement, and this
19:32
Speaker 1: is the hedge on the hedge. If the Dems take
19:35
Speaker 1: the House and Clarity passes anyway, let's just just assume
19:39
Speaker 1: that somehow it's going to get through through the ethics situation.
19:44
Speaker 1: All that, then I would rotate gold into the other
19:47
Speaker 1: two either tokenized gold trades through uniswaps, so you're already there,
19:51
Speaker 1: and also Solana DeFi either way. Then of course you
19:55
Speaker 1: could also look at something like Ethereum just to show
19:58
Speaker 1: you where they are right now. And this is important
20:00
Speaker 1: because it's the updated roadmap that's coming in from vitallic
20:04
Speaker 1: key priorities post quantum security, and the number two one
20:09
Speaker 1: is the one I'm interested in, that is native privacy improvements.
20:13
Speaker 1: If we see privacy, which is number two on the list,
20:17
Speaker 1: start to become a thing on Ethereum, this could become
20:21
Speaker 1: huge because without clarity, the likelihood is we're going to
20:26
Speaker 1: see a lot of activity around many of these crypto
20:29
Speaker 1: projects and privacy is going to be a major major issue.
20:33
Speaker 1: One other note is when you think about z cash, Monaro,
20:37
Speaker 1: et cetera. A lot of these privacy tokens that have
20:38
Speaker 1: kind of lived off because of the fact that Ethereum
20:42
Speaker 1: did not have a privacy component. That I think all
20:45
Speaker 1: comes full circle and if Ethereum actually locks this in
20:49
Speaker 1: as a number two priority, that could shift the privacy
20:52
Speaker 1: tokens in a.
20:53
Speaker 2: Very, very big way. So if you guys are watching,
20:56
Speaker 2: keep a close eye on that one.
20:57
Speaker 1: A lot of other areas scalability through push their finality,
21:01
Speaker 1: and of course the simplicity is going to be a.
21:02
Speaker 2: Major factor for adoption.
21:04
Speaker 1: So point being, there's a lot of movement right now
21:07
Speaker 1: in the market, and it is happening right now. Don't
21:10
Speaker 1: think that you should just go to sleep. This is
21:13
Speaker 1: when you need to be paying the most attention not
21:16
Speaker 1: only to what's going on in DC, but what's starting
21:19
Speaker 1: to happen around the industry. And that means the regular
21:22
Speaker 1: trad fi industry as well as DeFi as well as
21:26
Speaker 1: these macro headwinds coming from all over the world. It
21:29
Speaker 1: is a complicated roadmap, but you guys can navigate it
21:32
Speaker 1: for sure.
21:32
Speaker 2: We're going to cover this in a lot more.
21:34
Speaker 1: Actually, we're gonna have mert On to talk about this
21:36
Speaker 1: tomorrow and it'll break it down even more I think
21:39
Speaker 1: for you guys to understand. If you like this video,
21:48
Speaker 1: like and subscribe, drop a comment down below, and also
21:51
Speaker 1: join our free private member group.
21:53
Speaker 2: The link is in the description.