Latest / The Paul Barron Crypto Show / Bitcoin vs A.I. Narrative💥Crypto Market Update

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Bitcoin vs A.I. Narrative💥Crypto Market Update · The Paul Barron Crypto Show

• 0:07
  Speaker 1: Today we'll break down Bitcoin crossing one hundred k and
• 0:10
  Speaker 1: also what is the better play here AI narratives will
• 0:14
  Speaker 1: break it all down for you guys. Don't want to
• 0:15
  Speaker 1: miss it. My name is Paul Bahreer. Welcome back in
• 0:16
  Speaker 1: the tech path. We will cover this today. It's going
• 0:19
  Speaker 1: to be a good one. I think you don't want
• 0:20
  Speaker 1: to miss it. One thing I do want to think
• 0:22
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• 0:27
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• 0:44
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• 0:46
  Speaker 1: does help the channel. All right, let's get into a
• 0:48
  Speaker 1: couple of points I want to kind of lead off
• 0:50
  Speaker 1: with from the AI narrative that is really starting with
• 0:55
  Speaker 1: in video and videos coming out at ces here in
• 0:58
  Speaker 1: just a few hours. We'll see Jensen Wong, their CEO,
• 1:01
  Speaker 1: do the keynote there. It's going to be pretty big.
• 1:03
  Speaker 1: I think we're going to see a lot of scenarios
• 1:06
  Speaker 1: that play out on this I want you to listen
• 1:07
  Speaker 1: to what his keynote is, So spend some time tonight
• 1:10
  Speaker 1: watching that keynote, because if he mentions anything around AI agents,
• 1:15
  Speaker 1: what we might see in terms of compute rendering capacities,
• 1:19
  Speaker 1: all of that has some effect on a lot of
• 1:21
  Speaker 1: the projects that we talk about here on this channel,
• 1:23
  Speaker 1: especially in blockchain. Other things that are happening right now.
• 1:28
  Speaker 1: Bullmarket is back here was coming in from Cobe, SMP
• 1:31
  Speaker 1: reclaimed it's pivotal six thousand level, already adding another nine
• 1:35
  Speaker 1: hundred billion to market cap in twenty twenty five, so
• 1:37
  Speaker 1: it looks like money's coming back off the sidelines and
• 1:39
  Speaker 1: into the market. Meanwhile, their price to book ratio has
• 1:43
  Speaker 1: hit a record at five point three times above the
• 1:46
  Speaker 1: March two thousand levels, So that's a pretty significant thing.
• 1:49
  Speaker 1: When you look at the market in general, many people
• 1:51
  Speaker 1: are asking the fundamentals even matter anymore. This has become
• 1:55
  Speaker 1: one of those really superheated markets. Always caution when I
• 1:59
  Speaker 1: see those kind of things happen. Obviously, Bitcoin's starting to
• 2:02
  Speaker 1: move as well as another one Bitcoin surgers passed one
• 2:05
  Speaker 1: hundred k for the first time since in twenty twenty five.
• 2:09
  Speaker 1: And one of the things you have to look at
• 2:10
  Speaker 1: right now. A couple is a nice little market cap rise.
• 2:13
  Speaker 1: But Coinbase saw its stock climb eight percent. Also, micro
• 2:17
  Speaker 1: Strategy added six percent to its value. And if you
• 2:20
  Speaker 1: look at micro Strategy, they confirmed it recently bought another
• 2:22
  Speaker 1: hundred or excuse me, another thousand and seventy bitcoins for
• 2:26
  Speaker 1: a cool one hundred and one million, So this is
• 2:30
  Speaker 1: pushing it them and their total holdings to around four
• 2:33
  Speaker 1: hundred and forty seven thousand bitcoin. That's crazy. Other things
• 2:37
  Speaker 1: that I want to hit on. Of course, Kramer set
• 2:39
  Speaker 1: it up perfectly because he said, hey, Bitcoin's going to fall,
• 2:41
  Speaker 1: and of course it reverses on him, and the anti
• 2:44
  Speaker 1: Kramer has just struck again. I want to go to
• 2:48
  Speaker 1: a clip real quick because this will get into a
• 2:50
  Speaker 1: pretty good analysis of how bitcoin could be a narrative
• 2:54
  Speaker 1: for a lot of new investors when you compare it
• 2:57
  Speaker 1: to the S and P. Take a look.
• 2:59
  Speaker 2: If you look at what the S and P five
• 3:00
  Speaker 2: hundred is really a benchmark for most investors, and if
• 3:02
  Speaker 2: we look in twenty twenty four or only four or
• 3:04
  Speaker 2: five different hedge funds actually outperformed the S and P
• 3:06
  Speaker 2: five hundred, So it serves as this great benchmark to
• 3:09
  Speaker 2: say are you doing better or worse than the market.
• 3:11
  Speaker 2: But the problem with the S and P five hundred
• 3:13
  Speaker 2: is that doesn't trade twenty four to seven three sixty five.
• 3:15
  Speaker 2: Bitcoin does. Bitcoin is also a very large asset with
• 3:18
  Speaker 2: a very liquid market that is constantly trading. It's the
• 3:21
  Speaker 2: most sensitive asset to global liquidity. And the younger generation
• 3:25
  Speaker 2: is now using this as their benchmark, and their theory
• 3:28
  Speaker 2: is that if you can't beat bitcoin, you have to
• 3:29
  Speaker 2: buy Bit.
• 3:30
  Speaker 1: With this room for two benchmarks, isn't that there's.
• 3:32
  Speaker 2: Always room for multiple benchmarks. But I think what really
• 3:34
  Speaker 2: people are trying to get at is what is the
• 3:36
  Speaker 2: market actually performing? And if you look at the S
• 3:39
  Speaker 2: and P five hundred, gold outperformed the S and P
• 3:41
  Speaker 2: five hundred and twenty twenty four. And so if gold
• 3:44
  Speaker 2: is outperforming, it doesn't have earnings, doesn't have cash flow.
• 3:47
  Speaker 2: A lot of people start asking themselves, well, how much
• 3:49
  Speaker 2: of the S and P five hundred performance is actually
• 3:51
  Speaker 2: just currency debasement rather than the business is getting better.
• 3:54
  Speaker 1: That's a good point that pomp makes is around currency
• 3:57
  Speaker 1: debasement because this is a scenario that play out when
• 4:00
  Speaker 1: you look at the inflation narrative and what's happening here
• 4:03
  Speaker 1: in the US, because everybody's trying to basically outrace the
• 4:06
  Speaker 1: dollar and the inflation and that it sets upon, which
• 4:09
  Speaker 1: is why bitcoin and other blockchain and digital assets are
• 4:13
  Speaker 1: becoming pretty much kind of the de facto investment from
• 4:18
  Speaker 1: a lot of the younger audience, which is what he
• 4:20
  Speaker 1: was referencing there. And I think when you look at that,
• 4:23
  Speaker 1: the opportunities here are twofold. One, of course, you go
• 4:26
  Speaker 1: the direction of bitcoin, and that's a little bit more
• 4:29
  Speaker 1: I won't call it passive, but a little bit more
• 4:31
  Speaker 1: safe in terms of digital assets. Or you can go
• 4:34
  Speaker 1: the alternate direction, which is moving into the a on narrative,
• 4:38
  Speaker 1: and we'll break that down before I go there, though,
• 4:41
  Speaker 1: I want to hit on one other thing, and that
• 4:42
  Speaker 1: is Ripple. Of course, sec IS settlement rumors are now
• 4:46
  Speaker 1: being talked about, so this is sparking a little bit
• 4:49
  Speaker 1: of optimism for the XRP investors. A couple of points
• 4:52
  Speaker 1: within this mark, Fagel believes the settlement is likely, particularly
• 4:55
  Speaker 1: with the incoming Trump administration. Also, regulations at ease and
• 4:59
  Speaker 1: prices are on the on the verge of a breakout,
• 5:01
  Speaker 1: So a lot of good things here. Also, remember that
• 5:04
  Speaker 1: it's possible we could still see an IPO later this
• 5:06
  Speaker 1: year for Ripple, and if that happens, I think that
• 5:10
  Speaker 1: is when we will see some pretty major moves on
• 5:13
  Speaker 1: Ripple in general. If you look at some of the
• 5:15
  Speaker 1: things we tweeted over the weekend, just to give an
• 5:17
  Speaker 1: example and zoom in on this, one of these was
• 5:20
  Speaker 1: showing Ripple's RLUSD cracking over six hundred million. This is
• 5:26
  Speaker 1: the thing that was a little bit surprising to me
• 5:29
  Speaker 1: and where this was coming from, because the volume disappeared
• 5:33
  Speaker 1: pretty much just over the weekend. Now the interesting point
• 5:37
  Speaker 1: is where's that volume going for. Is it coming from?
• 5:39
  Speaker 1: Is there a test being done with RLUSD. Remember a
• 5:42
  Speaker 1: lot of this is going to be tying into the
• 5:44
  Speaker 1: banking system. This is a narrative that I think that
• 5:46
  Speaker 1: everybody understands around what has been going in. If you
• 5:49
  Speaker 1: look at the previous tweet that we did, this was
• 5:52
  Speaker 1: the first tweet that went out over the weekend, and
• 5:54
  Speaker 1: this was of course was Ripple flipping the euro digital
• 5:59
  Speaker 1: dollar paypals p YUSD, all of which happened in a
• 6:03
  Speaker 1: very short period of time. So I don't know if
• 6:05
  Speaker 1: there's something that we're possibly getting ready for. When I
• 6:09
  Speaker 1: say we, meaning Ripple in general, is getting ready for.
• 6:13
  Speaker 1: But I'm going to keep a close eye on this one,
• 6:15
  Speaker 1: very closely, because I think this is a one to
• 6:17
  Speaker 1: be watching. Here's a tweet from Brad garling House talking
• 6:20
  Speaker 1: about Trump's bull market is real. Ripple, of course, is
• 6:24
  Speaker 1: a little bit different because remember, there's been a lot
• 6:25
  Speaker 1: of pressure from the SEC. And the thing he's getting
• 6:28
  Speaker 1: at is that there's so much opportunity here. And the
• 6:30
  Speaker 1: one thing that you could point at today, seventy five
• 6:33
  Speaker 1: percent of Ripples open roles, their jobs are US based,
• 6:36
  Speaker 1: while over the last four years the vast majority of
• 6:38
  Speaker 1: those hires we're outside the US. So they see it.
• 6:40
  Speaker 1: They understand that the writing is on the wall. The
• 6:43
  Speaker 1: US is their home country. I think they are in
• 6:45
  Speaker 1: the position now where it's all oars up, let's start
• 6:48
  Speaker 1: putting the speedboat together and start to traps out into
• 6:53
  Speaker 1: the markets a lot. Here. Also one other thing they
• 6:55
  Speaker 1: put in this here, Yeah, here we go. Team Trump's
• 6:58
  Speaker 1: already jump starting with innovation, job growth. Scott Bessett, David
• 7:01
  Speaker 1: Sachs Paul Atkins. These are the ones that will essentially
• 7:05
  Speaker 1: guide the economic frontier of the United States, especially with
• 7:08
  Speaker 1: a pro digital asset administration. So a lot looking good
• 7:13
  Speaker 1: in crypto and also for Ripple in general. Other things
• 7:16
  Speaker 1: I want to get too. Remember the Federal Reserve Board
• 7:19
  Speaker 1: that announced their resignation of Michael Barr was he was
• 7:21
  Speaker 1: the five sheriff's supervision there and he's going to remain
• 7:25
  Speaker 1: on in the Board of Governors. But there's a couple
• 7:27
  Speaker 1: of things that were happening over the weekend and many
• 7:30
  Speaker 1: people will probably saw this, and this tweet will kind
• 7:32
  Speaker 1: of give you an example. These were the problems when
• 7:35
  Speaker 1: you think about choke point two point zero, These were
• 7:37
  Speaker 1: the problems that were being held out of the market
• 7:41
  Speaker 1: for banks to do. And many of these if you
• 7:44
  Speaker 1: look at these, look at this crypto asset related activity,
• 7:48
  Speaker 1: you know they were holding that back. Bitcoin transactions, third
• 7:50
  Speaker 1: party agreements, all of this stuff, tokenized bank deposits, allowing intrabank,
• 7:55
  Speaker 1: all of this will most likely end up within the
• 7:58
  Speaker 1: banking ecosystem in twenty twenty five, meaning the fact that
• 8:02
  Speaker 1: there's nobody holding it back now, nobody giving a direct
• 8:05
  Speaker 1: narrative and directive to go out there and put a
• 8:08
  Speaker 1: choke point two to oh on this marketplace. So this
• 8:11
  Speaker 1: could be a big factor starting to transition into mainstream
• 8:16
  Speaker 1: adoption going forward. Other things that are happening right here
• 8:20
  Speaker 1: are the Dixie, of course, is on track for its
• 8:22
  Speaker 1: biggest loss since August second, twenty twenty four. Many of
• 8:26
  Speaker 1: the reasons there, of course, you have to look at
• 8:28
  Speaker 1: the dollar dropped after the Washington Post report reported that
• 8:31
  Speaker 1: Trump is going to continue me zoom in on that
• 8:34
  Speaker 1: Trump is going to continue to push on tariffs that
• 8:37
  Speaker 1: would apply to every country out there. And if you
• 8:40
  Speaker 1: think of the dollar strengthening or weakening and the potential
• 8:44
  Speaker 1: of digital assets, there's a play right there that is
• 8:46
  Speaker 1: going to be very positive for again digital assets going forward.
• 8:52
  Speaker 1: Other things that you got to look out, of course,
• 8:54
  Speaker 1: for is how the regular market is starting to place
• 8:56
  Speaker 1: this in terms of narrative, and that is Nvidia flipped
• 9:00
  Speaker 1: Apple as the number one market cap at three point
• 9:03
  Speaker 1: seven one four trillion. And again the key here is
• 9:07
  Speaker 1: going to be what Jensen's want. Jensen Wong says at
• 9:10
  Speaker 1: CEES today, what kind of you know, forward thinking he's
• 9:14
  Speaker 1: looking at for both Nvidia but also in general, I
• 9:17
  Speaker 1: think for AI because they're so tied to it. So
• 9:20
  Speaker 1: these are pretty big stories that will affect crypto in
• 9:23
  Speaker 1: a big way. And how will affect crypto well, AI agents.
• 9:26
  Speaker 1: You've heard us talk about this before on the show.
• 9:29
  Speaker 1: Quite a bet. If you look at the AI powered
• 9:31
  Speaker 1: agents right now by Blockchain base leads it sure, fifty
• 9:36
  Speaker 1: one sixty one. But look who's number two right there,
• 9:39
  Speaker 1: Avalanche AI powered Avalanche six hundred and fifty seven agents available.
• 9:45
  Speaker 1: Likelihood is we're going to see some big moves in
• 9:48
  Speaker 1: AI agents. This is a narrative that we've been talking
• 9:50
  Speaker 1: about probably for the last six months. The key was
• 9:53
  Speaker 1: is that we did not really see many of the
• 9:55
  Speaker 1: platforms and projects start to reveal themselves, and now we're
• 9:58
  Speaker 1: starting to see that. Know, the market is still very
• 10:02
  Speaker 1: very small. If you look at this report right here
• 10:04
  Speaker 1: from SARI, agent's bots are already the most active users
• 10:08
  Speaker 1: of public blockchains, and they're looking at three major categories.
• 10:11
  Speaker 1: You're trading, which everybody kind of understands this is UNISWAP.
• 10:15
  Speaker 1: Then you go into stable coins, circle tether, and then
• 10:18
  Speaker 1: deep end minors holding ninety seven percent of active on
• 10:21
  Speaker 1: chain agents. And this is just getting started. Guys, so
• 10:25
  Speaker 1: imagine what is going to happen within the blockchain that
• 10:29
  Speaker 1: deploy AI agents to start to create a lot of
• 10:32
  Speaker 1: the complexities to make them much easier. Further in this report,
• 10:37
  Speaker 1: one slide up, this was an example of how this
• 10:41
  Speaker 1: is going to explode. In comparison to other markets. Autonomous
• 10:44
  Speaker 1: agents appear to be on the cusp of a Carabian
• 10:47
  Speaker 1: Cambrian explosion of innovation. Here's the volume potential and this
• 10:52
  Speaker 1: is just looking at VIRTUALS protocol. If you look at
• 10:54
  Speaker 1: that right there, VIRTUALS protocol, this is just the beginning
• 10:58
  Speaker 1: of where we are going to see this market. And
• 11:01
  Speaker 1: if you compare that to NFTs which was in the
• 11:04
  Speaker 1: last cycle, and even DeFi to a certain extent, it
• 11:07
  Speaker 1: is likely that all of what is going on in
• 11:09
  Speaker 1: the AI sector, especially in the agent sector, could be
• 11:12
  Speaker 1: bigger than all of those previous markets together. So one
• 11:16
  Speaker 1: we're watching for sure here. Of course, if you look
• 11:18
  Speaker 1: at Avalanche, what is the potential here? Many of the
• 11:22
  Speaker 1: things that we're watching is on the l ones. Of course,
• 11:24
  Speaker 1: Pulsar has been kind of the leader in terms of transactions,
• 11:28
  Speaker 1: but there's a handful of others. So if AI agents
• 11:31
  Speaker 1: start to move their way into gaming Pulsar of course,
• 11:33
  Speaker 1: could be a leader within that. It's a good example
• 11:36
  Speaker 1: of how this could explode within the avax ecosystem. Don't
• 11:40
  Speaker 1: forget also Avalanche has their Retro nine thousand. This is
• 11:43
  Speaker 1: kind of their cultivator or almost like a y combinator
• 11:46
  Speaker 1: of growth. It's likely we may see AI agents actually
• 11:51
  Speaker 1: getting grants now within Retro nine thousand. Think about that
• 11:55
  Speaker 1: for a second because of the opportunities that blockchain brings
• 11:58
  Speaker 1: within all of this, look at the market comparison between
• 12:01
  Speaker 1: these meme coins. If you compare, let me kind of
• 12:04
  Speaker 1: zoom in on this. If you look at market cap
• 12:06
  Speaker 1: on meme tokens right here, let me kind of zoom
• 12:09
  Speaker 1: in on that one hundred and sixteen billion. Okay, that's
• 12:12
  Speaker 1: a reasonable one. Yes, memes have been going. When you
• 12:14
  Speaker 1: go to the AI agent's token market cap, here's the
• 12:18
  Speaker 1: fourteen billion. So if you compare that real quickly right there,
• 12:21
  Speaker 1: one hundred and sixteen versus fourteen good example of how
• 12:24
  Speaker 1: this market could explode and continue. Wills will be seeing
• 12:27
  Speaker 1: I think a lot of unique use cases and narratives
• 12:32
  Speaker 1: going forward. So it depends on the kind of investor
• 12:35
  Speaker 1: you are. If you think about Hey, I just want
• 12:37
  Speaker 1: to lock in a certain amount of gains. I'm not
• 12:39
  Speaker 1: really looking at risk and I don't know a lot
• 12:42
  Speaker 1: about AI. Then maybe bitcoin is a great investment for you.
• 12:46
  Speaker 1: If you're looking at future tech and you think about
• 12:49
  Speaker 1: in Vidia, if you bought in Vidia versus most of
• 12:51
  Speaker 1: the midcaps or even other mag seven, you're probably in
• 12:54
  Speaker 1: the right narrative for what's happening within blockchain right now.
• 12:58
  Speaker 1: So maybe check out many of the those kind of
• 13:00
  Speaker 1: projects that are going forward, and even projects if you
• 13:02
  Speaker 1: look down into the base level, everything from near protocol,
• 13:06
  Speaker 1: akash render. Many of those have been out there on
• 13:09
  Speaker 1: the front of the AI narrative. But I think now
• 13:12
  Speaker 1: we're starting to see a lot more getting ready to
• 13:14
  Speaker 1: break through. Other things I want to pay attention to Ethereum.
• 13:17
  Speaker 1: Stable coins volume increase from one point one billion and
• 13:20
  Speaker 1: twenty twenty five. Now we're set for another rally. This
• 13:23
  Speaker 1: could mean a couple of things. Stable Coin volumes on
• 13:25
  Speaker 1: Ether and Solana are over a billion. That's over two
• 13:29
  Speaker 1: hundred million in inflows respectively. So is everybody and our
• 13:34
  Speaker 1: Is everyone getting ready to start unloading into the market again?
• 13:39
  Speaker 1: Are we ready and poised for another run on Solana
• 13:42
  Speaker 1: for another run on Avalanche. Could we see one hundred
• 13:45
  Speaker 1: dollars Avalanche within the next few weeks, maybe a three
• 13:48
  Speaker 1: hundred dollars Salona. A lot of people are watching this
• 13:50
  Speaker 1: right now because of the activity with stable coins last
• 13:54
  Speaker 1: up here. If you look at the Crypto Fear and
• 13:56
  Speaker 1: Greed Index, some things that are interesting to me is
• 13:59
  Speaker 1: we've popped off of that base, which we were at
• 14:02
  Speaker 1: around forty eight. Remember this just happened on the thirtieth
• 14:06
  Speaker 1: of the December, and now we're hovering around sixty. So
• 14:08
  Speaker 1: a nice little adjustment here, but definitely not up in
• 14:11
  Speaker 1: our extreme greed range, which was back on end of
• 14:15
  Speaker 1: November right around Thanksgiving. Outside of that, you go all
• 14:19
  Speaker 1: the way back into March, which was when we saw
• 14:21
  Speaker 1: the previous high outside of early December. But again, are
• 14:25
  Speaker 1: we right there at the cusp of another market breakout
• 14:29
  Speaker 1: and could this be the last one for a lot
• 14:32
  Speaker 1: of these all coins to run. Compare that to the
• 14:35
  Speaker 1: all Coin season index, and we are starting to add
• 14:38
  Speaker 1: a little bit closer as you can see all Coin
• 14:41
  Speaker 1: Season Index now hovering around fifty five. Last time we
• 14:45
  Speaker 1: really clipped in to the top right here was right
• 14:47
  Speaker 1: around early December at eighty six, so definitely an opportunity.
• 14:51
  Speaker 1: Who are We're going to start to see a lot
• 14:52
  Speaker 1: of money coming in And I think the key here
• 14:55
  Speaker 1: is when bitcoin gets around maybe the one fifteen to
• 14:58
  Speaker 1: one twenty range, that's when and you're going to really
• 15:00
  Speaker 1: start looking at it. And I think ethereum is going
• 15:02
  Speaker 1: to be a very key factor of triggering many of
• 15:06
  Speaker 1: these things going forward. So watch out for a lot
• 15:08
  Speaker 1: of these things. We'll be getting a lot of videos
• 15:11
  Speaker 1: for you guys this week covering a lot of this,
• 15:13
  Speaker 1: so make sure and stay tuned right here to the channel.
• 15:16
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