Latest / The Paul Barron Crypto Show / Cathie Wood Major Repositions!🔥$25,000 Ethereum?🚀

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Cathie Wood Major Repositions!🔥$25,000 Ethereum?🚀 · The Paul Barron Crypto Show

• 0:06
  Speaker 1: Let's talk about a super investor today, and that would
• 0:09
  Speaker 1: be Kathy Wood and her anticipation of where the market's
• 0:12
  Speaker 1: going to go. I think you guys don't want to
• 0:14
  Speaker 1: missy one. My name is Smallbarre. Welcome back in the
• 0:15
  Speaker 1: tech path. Let's get rolling. I do want to thank
• 0:18
  Speaker 1: our sponsor, that's Coinbase, for you guys to get moving
• 0:20
  Speaker 1: into crypto market. Maybe you're a brand new to crypto
• 0:22
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• 0:24
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• 0:27
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• 0:33
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• 0:35
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• 0:38
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• 0:40
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• 0:43
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• 0:46
  Speaker 1: it out you guys get started. I want to lead
• 0:48
  Speaker 1: off with if you guys will remember this is the
• 0:51
  Speaker 1: robin Hood chart right now of where it was even
• 0:55
  Speaker 1: on the all time height, so it's nearing an all
• 0:57
  Speaker 1: time high of its overall life in the S and P.
• 1:02
  Speaker 1: A lot of things have been happening with robin Hood.
• 1:04
  Speaker 1: We've outlined many of these things, and of course Kathy
• 1:06
  Speaker 1: Wood is one of the key investors in Robinhood. If
• 1:09
  Speaker 1: you kind of look at the potential, here are we
• 1:12
  Speaker 1: maybe just in a very small move.
• 1:15
  Speaker 2: To the upside for Robinhood.
• 1:17
  Speaker 1: That's what a lot of people are anticipating is they
• 1:19
  Speaker 1: have energized their deposit mechanism, meaning now and this I
• 1:24
  Speaker 1: think is up till seventh where if you're depositing cryptos,
• 1:28
  Speaker 1: you're gonna be able to double that boost. So instead
• 1:31
  Speaker 1: of one percent, now you're getting a two percent yield.
• 1:33
  Speaker 1: So if you're an XRP holder, you could literally get
• 1:37
  Speaker 1: two percent on all your XRP right now just by
• 1:39
  Speaker 1: depositing in before July seven. Now that's not an ad
• 1:42
  Speaker 1: for robin Hood, but what it's pointing at is that
• 1:45
  Speaker 1: they're sucking out a lot of baseline assets into their business.
• 1:50
  Speaker 1: And I think this is something that you have to
• 1:52
  Speaker 1: pay attention to overall. If you look at Robinhood's performance
• 1:56
  Speaker 1: and let me kind of zoom in on this right here,
• 1:58
  Speaker 1: this is an example of data that was breaking down
• 2:02
  Speaker 1: robin Hood and Charles Swab since twenty twenty one now
• 2:05
  Speaker 1: twenty one. Remember a lot of things happened then, but
• 2:08
  Speaker 1: robin Hood was not necessarily gaining money. Charles Swab pretty
• 2:11
  Speaker 1: much holding steady, and then all of a sudden twenty
• 2:13
  Speaker 1: twenty four, robin Hood broke in and started moving. Schwab, though,
• 2:17
  Speaker 1: on the other hand, has been somewhat sideways. And if
• 2:20
  Speaker 1: you're not going up, is this just a precursor to
• 2:25
  Speaker 1: what could be the future of investing and that is
• 2:27
  Speaker 1: maybe something like robin Hood. Right now, Schwab is holding
• 2:31
  Speaker 1: at one hundred and sixty two billion, So you imagine
• 2:34
  Speaker 1: where robin Hood is right now around seventy billion, at
• 2:37
  Speaker 1: its current all time high. What could that look like
• 2:40
  Speaker 1: if it is in fact replacing some of the stalwarths
• 2:44
  Speaker 1: of Wall Street. And I think that's something that you
• 2:46
  Speaker 1: have to kind of follow along. One area that you
• 2:49
  Speaker 1: have to also consider is how some of the analysts
• 2:52
  Speaker 1: and including Kathy Wood, are responding to this stuff. I
• 2:56
  Speaker 1: want to play a clip for you because this is
• 2:57
  Speaker 1: where it shows a little bit more Kathy Wood is doing.
• 3:01
  Speaker 2: Take a look.
• 3:02
  Speaker 3: The number one super investor is Michael Burry. Kathy Wood
• 3:05
  Speaker 3: has really shot up the rankings and earlier in the
• 3:08
  Speaker 3: year she was quite low. She's like below the S
• 3:11
  Speaker 3: and P line. First, her biggest holding is the biggest
• 3:13
  Speaker 3: loser in her portfolio, and that's Tesla. But once we
• 3:16
  Speaker 3: get away from Tesla, she has made a lot of
• 3:19
  Speaker 3: money on Circle. It's made one hundred and thirty nine
• 3:21
  Speaker 3: percent rate of return, two hundred and eighty nine million
• 3:24
  Speaker 3: dollars go Kathy Wood. The second most profitable stock is
• 3:28
  Speaker 3: Roblocks up seventy seven percent. She really believes in that company.
• 3:32
  Speaker 3: It's made her two and one million dollars and good
• 3:36
  Speaker 3: for her.
• 3:37
  Speaker 1: So from that clip of first of all, it's Roadblocks,
• 3:39
  Speaker 1: not Roblocks. But point being is that when you look
• 3:43
  Speaker 1: at Kathy Wood's performance, this that particular video was looking
• 3:46
  Speaker 1: at a six to day, a six day performance. If
• 3:49
  Speaker 1: you look at where it is today, this of course
• 3:52
  Speaker 1: is guess who Michael Burry, who was just ahead of her,
• 3:55
  Speaker 1: and now with the S and P five hundred up
• 3:57
  Speaker 1: fifty percent again since told us to sell. Remember those
• 4:02
  Speaker 1: ominous statements from Michael Burry.
• 4:05
  Speaker 2: It's time. This is the end, this is the top.
• 4:07
  Speaker 1: That's the point that we're getting at. So this is
• 4:09
  Speaker 1: why I think you've got to start to pay attention
• 4:11
  Speaker 1: to Kathy Woods. She now has excelled past what could
• 4:14
  Speaker 1: be as the best investor right now on Wall Street,
• 4:18
  Speaker 1: and a lot of the moves are making a lot
• 4:20
  Speaker 1: more sense if you look at her trades of Tesla,
• 4:23
  Speaker 1: she's been selling Tesla mostly, but you also have to
• 4:26
  Speaker 1: look at her other moves.
• 4:27
  Speaker 2: Here, of course, is Circle.
• 4:28
  Speaker 1: Now she's selling Circle after this blowoff top whether Circle continues,
• 4:33
  Speaker 1: but it's a good move for her because she's taken
• 4:35
  Speaker 1: those profits and repositioning and balancing those into some other assets.
• 4:39
  Speaker 1: And then of course what is she going into. Well,
• 4:41
  Speaker 1: right now she's looking at Robinhood. There's two buys right there,
• 4:44
  Speaker 1: both on June twentieth and twenty third, and these are
• 4:48
  Speaker 1: increasing her position significantly. I mean this is going up
• 4:50
  Speaker 1: from like a six percent position to almost a nine
• 4:53
  Speaker 1: percent position. That's a big move in a portfolio like
• 4:56
  Speaker 1: what Arc is doing.
• 4:57
  Speaker 2: So a lot of key moves here for sure.
• 5:01
  Speaker 1: If you look at Coinbase also recent buys, so both
• 5:04
  Speaker 1: twenty third in two days right there. Again, position though
• 5:09
  Speaker 1: not necessarily that great because she had been selling off
• 5:11
  Speaker 1: a lot of that over time, but the point is
• 5:14
  Speaker 1: again moving into Coinbase.
• 5:16
  Speaker 2: Shopify bye bye bye.
• 5:19
  Speaker 1: And I think this is one that will continue to
• 5:22
  Speaker 1: position strongly. Granted again not a large position, but definitely one.
• 5:26
  Speaker 1: And I'll explain why this is important in a minute,
• 5:28
  Speaker 1: because there is a breakdown of a new S and
• 5:31
  Speaker 1: P top twenty five that may be very interesting, especially
• 5:37
  Speaker 1: around ethereum, and we'll talk about that. The other thing
• 5:40
  Speaker 1: you got to look at, of course is Block and
• 5:43
  Speaker 1: this is Square company that we thought was going to
• 5:46
  Speaker 1: be the Shopify but in fact was not. You know,
• 5:49
  Speaker 1: obviously they had a lot to do with bitcoin, missed
• 5:51
  Speaker 1: the boat there. Most of this has been sell positions
• 5:54
  Speaker 1: literally all year long since back in May. So positioning
• 5:58
  Speaker 1: out of xyz. Is this something that she is watching
• 6:03
  Speaker 1: right now? This event, which happens in just a couple
• 6:05
  Speaker 1: of days June thirtieth, is the one that everybody's been
• 6:08
  Speaker 1: waiting for. It's the one that Vlad has been promising.
• 6:10
  Speaker 1: So if he doesn't drop a major bomb on the market,
• 6:14
  Speaker 1: I would be very, very disappointed. And I'm kind of curious,
• 6:17
  Speaker 1: does maybe Kathy have a little bit of insider information
• 6:20
  Speaker 1: here about where is going to be done? Other things
• 6:23
  Speaker 1: to look at is what's going on right here because
• 6:26
  Speaker 1: you look at Robin Hood, see you at ECC in
• 6:29
  Speaker 1: a week that's also timed in with when this event
• 6:32
  Speaker 1: is occurring, and you look at that along with this
• 6:35
  Speaker 1: right here, Robin Hood's reported developing a blockchain based platform
• 6:39
  Speaker 1: on stock trading for Europe, and everybody knows.
• 6:41
  Speaker 2: What that means.
• 6:42
  Speaker 1: It's that right there, Arbitram. Arbitram is the one to watch.
• 6:46
  Speaker 1: We believe that's probably going to be the selection. If
• 6:48
  Speaker 1: it's not and we do see something on Solana or
• 6:52
  Speaker 1: something of that nature. Key here is that they're moving
• 6:54
  Speaker 1: very aggressively into token is stocks and that's the key
• 6:58
  Speaker 1: going forward. Now I want to go to a clip
• 7:00
  Speaker 1: real quick because this is where it gets into the
• 7:01
  Speaker 1: top twenty five NASDAQ. In the next several years. Things
• 7:07
  Speaker 1: are shaking up a little bit based on this analyst review.
• 7:09
  Speaker 4: Take a look, and there's going to be some change
• 7:11
  Speaker 4: more with a half a dozen winners that replace them. Then,
• 7:14
  Speaker 4: so we looked at the let's say top twenty five
• 7:17
  Speaker 4: companies and what happens to them every five years, and
• 7:19
  Speaker 4: some of them just drop out. They run fast, but
• 7:22
  Speaker 4: they don't run as fast as the others. Then you've
• 7:25
  Speaker 4: got some new IPOs that come in and so we
• 7:28
  Speaker 4: try to recombine the index and imagine what we're here
• 7:31
  Speaker 4: today in Nazak one hundred. What's the Nazak one hundred
• 7:33
  Speaker 4: five years out and who's on it? Then? Okay, I
• 7:39
  Speaker 4: knew I thought you were going to ask me who's
• 7:41
  Speaker 4: not on it?
• 7:42
  Speaker 2: Well, we can do is not on it?
• 7:43
  Speaker 4: I just thought some of the big companies are going
• 7:45
  Speaker 4: to be amazingly positioned.
• 7:48
  Speaker 2: We'll show you who's on it.
• 7:49
  Speaker 1: Microsoft leading the way right there in video, of course,
• 7:52
  Speaker 1: kind of typical. Bitcoin not necessarily remember this is twenty thirty,
• 7:55
  Speaker 1: so not necessarily the big winner, but it is number
• 7:57
  Speaker 1: three just because of the size of the market cap
• 8:00
  Speaker 1: there in terms of x's of what you'll gain, their
• 8:04
  Speaker 1: meta TSMC, Tesla, open Ai, Oracle, and then the one
• 8:08
  Speaker 1: that I'm looking at is number fifteen right there. It
• 8:10
  Speaker 1: is a ethereum could become and.
• 8:13
  Speaker 2: This would be huge.
• 8:14
  Speaker 1: Others to follow along in this list, things like Shopify.
• 8:18
  Speaker 1: This of course will be very driven around stable corn growth.
• 8:21
  Speaker 1: I think we'll also think see areas that you look
• 8:24
  Speaker 1: further in there as Xai.
• 8:26
  Speaker 2: Uber of course will see whether or not they make it.
• 8:28
  Speaker 1: But financing revelue both finance companies finance not public yet.
• 8:32
  Speaker 2: The point being is that there's a lot of shake
• 8:34
  Speaker 2: up right now.
• 8:34
  Speaker 1: Who's missing here, guys, Well, you've got a couple of
• 8:37
  Speaker 1: big ones right now, and that is Google and Apple.
• 8:40
  Speaker 1: Apple is the one that I think is the most
• 8:43
  Speaker 1: disappointing in terms of what its capabilities are for future growth.
• 8:48
  Speaker 1: I think I would agree with cha Moth Polyopatia who
• 8:51
  Speaker 1: said that he thinks it's just a cash count now
• 8:53
  Speaker 1: and eventually they're just not gonna be building anything and
• 8:55
  Speaker 1: just writing those waves out and this is not going
• 8:58
  Speaker 1: to help it much. And that of course is Open
• 9:00
  Speaker 1: Apps Market Act has been introduced in the United States.
• 9:03
  Speaker 1: What this simply means is that when this goes into play,
• 9:07
  Speaker 1: it's over for Apple in terms of an app store.
• 9:10
  Speaker 1: And I think the percentage we've already talked about this
• 9:12
  Speaker 1: many times here on the show, is the Apple tax
• 9:15
  Speaker 1: is going to be eliminated. It will set the stage
• 9:18
  Speaker 1: of a completely new ecosystem starting to be developed for tech.
• 9:22
  Speaker 2: All right. So if you take a look.
• 9:23
  Speaker 1: At Ethereum and you think about its ecosystem and if
• 9:26
  Speaker 1: it becomes the app store of the future, a payment architecture,
• 9:30
  Speaker 1: it starts to have a lot of similarities to the
• 9:32
  Speaker 1: early days of Apple, and if you compare that to
• 9:35
  Speaker 1: where eth is today versus Apple today Apple right now,
• 9:39
  Speaker 1: that would set Eath's market price at around twenty five
• 9:42
  Speaker 1: thousand dollars.
• 9:44
  Speaker 2: All right, I want to jump to another clip here.
• 9:45
  Speaker 1: This is going to get into other areas that I
• 9:48
  Speaker 1: think are being disrupted, and this is comparing draft Kings
• 9:51
  Speaker 1: and Polymarket.
• 9:52
  Speaker 5: Take a look DraftKings in particulars trading twenty two to
• 9:54
  Speaker 5: twenty three times even done. Several states have raised online
• 9:58
  Speaker 5: gambling taxes here in the last few months. But the
• 10:00
  Speaker 5: most underappreciated thing is that Calshi has made its way through.
• 10:03
  Speaker 5: And the problem with Calshie is not that it's so
• 10:04
  Speaker 5: big yet. They're in California and Texas now acquiring those
• 10:08
  Speaker 5: customers that if DraftKings and fandor wherever to get to,
• 10:11
  Speaker 5: they would cost them a lot to get back. So
• 10:12
  Speaker 5: it's not a huge part of the market yet, but
• 10:14
  Speaker 5: it's enough to make my antennas go up and take
• 10:16
  Speaker 5: a little money off the table.
• 10:17
  Speaker 6: Here.
• 10:18
  Speaker 2: Polymarket today, this is a competitor. They're raising money at
• 10:21
  Speaker 2: a billion dollar valuation. They're backed by Peter Thiel's founder's fund.
• 10:23
  Speaker 2: They're leading that round today. So it seems like, yeah,
• 10:26
  Speaker 2: VC did back, you know, DraftKings and FanDuel and that
• 10:29
  Speaker 2: sort of thing, but they're coming for a different model
• 10:31
  Speaker 2: right now, so it'll be interesting a lot more competition.
• 10:34
  Speaker 1: Remember we did a video a while ago that identified
• 10:37
  Speaker 1: this phenomenon that was happening, is that polymarket would displace
• 10:41
  Speaker 1: the sports betting models. DraftKings obviously is the one that
• 10:45
  Speaker 1: could take the most hit. Here's Kathy's positioning right now
• 10:48
  Speaker 1: in DraftKings. If you look at that all over time,
• 10:51
  Speaker 1: all of these have been sales getting into where the
• 10:54
  Speaker 1: market is right now. And I think to the point
• 10:56
  Speaker 1: that a lot of these analysts are kind of getting
• 10:58
  Speaker 1: at is that polymarket really is kind of the next generation,
• 11:02
  Speaker 1: and I think we are seeing that kind of growth.
• 11:04
  Speaker 1: This is polymarket again calling the New York election, and
• 11:09
  Speaker 1: they did it faster than traditional TV, traditional media. You
• 11:14
  Speaker 1: look at the growth side of things. Just to give
• 11:16
  Speaker 1: you an example, this of course was the election. Yes,
• 11:19
  Speaker 1: But the point is is that it's continuing to move
• 11:22
  Speaker 1: up the charts in terms of growth and popularity. That
• 11:25
  Speaker 1: means one thing, guys, and that is that prediction markets
• 11:28
  Speaker 1: are definitely here to stay, and it could start to
• 11:31
  Speaker 1: disrupt a lot of what we've seen in this sector
• 11:35
  Speaker 1: over the next few years, so be on the lookout
• 11:37
  Speaker 1: for that. Other things I want to hit on right
• 11:39
  Speaker 1: here is that the House members, including the majority whip,
• 11:43
  Speaker 1: are now doubling down on packaging the Genius Act with
• 11:47
  Speaker 1: the Market Structure Act, all of this.
• 11:50
  Speaker 2: Ahead of voting.
• 11:50
  Speaker 1: So if this gets into the scenario that Peterson is
• 11:54
  Speaker 1: talking about right here, is that the path in the
• 11:56
  Speaker 1: House would be that the Genius Act would have to
• 11:59
  Speaker 1: be a company by the Clarity Act.
• 12:02
  Speaker 2: Guys, this would.
• 12:03
  Speaker 1: Be an absolute huge move in the space right now
• 12:07
  Speaker 1: in terms of crypto blockchain, the evolution of a lot
• 12:10
  Speaker 1: of these companies that are starting to position, including an
• 12:13
  Speaker 1: IPO from Circle, All of this very positive going forward
• 12:17
  Speaker 1: if it does happen, and I think this is the
• 12:19
  Speaker 1: key that we got to keep an eye on. One
• 12:20
  Speaker 1: last clip I want to get to is the debate
• 12:24
  Speaker 1: of stable coins. And this is happening from old school
• 12:28
  Speaker 1: investors in a way that they understand this, and this
• 12:31
  Speaker 1: is I'll get to the point after of why this
• 12:35
  Speaker 1: is a big deal.
• 12:36
  Speaker 2: But watch this clip.
• 12:37
  Speaker 6: See what you guys think it could cause economic chaos?
• 12:41
  Speaker 6: Explain why you say that.
• 12:43
  Speaker 7: Well, number one, we would have different dollar coins, all
• 12:47
  Speaker 7: worth different numbers of dollars, different amounts, So every single way.
• 12:52
  Speaker 6: I thought they were supposed to be actually pegged.
• 12:54
  Speaker 7: To the dollar they are supposed to be. But whether
• 12:57
  Speaker 7: that will be the reality or not is a real question.
• 13:01
  Speaker 7: You would have to pull out the equivalent of a
• 13:03
  Speaker 7: phone book and check each and every coin, each and
• 13:07
  Speaker 7: every issuers.
• 13:08
  Speaker 6: But it wouldn't it be possible to create a stable
• 13:11
  Speaker 6: coin that actually was pegged to the DOLLA.
• 13:14
  Speaker 7: It is possible in principle. The question is will it
• 13:17
  Speaker 7: be true in practice? They certainly haven't prevented banks from
• 13:22
  Speaker 7: failing in the past.
• 13:24
  Speaker 6: Well, if they haven't prevented banks or money market funds
• 13:27
  Speaker 6: occasionally from failing, and why is this any different?
• 13:31
  Speaker 7: So people who hold and use stable coins are going
• 13:34
  Speaker 7: to be more nervous, they're going to run.
• 13:37
  Speaker 6: The financial system that we have now, is really it
• 13:40
  Speaker 6: seems to me, Okay, it's very hard for me to
• 13:44
  Speaker 6: make small transactions digitally, to have to put them on
• 13:48
  Speaker 6: a visa or a master card. Is it then necessary
• 13:52
  Speaker 6: to find some way to have a digital currency.
• 13:55
  Speaker 7: Well, the transaction you do with your visa or your
• 13:58
  Speaker 7: MasterCard is digital. Transaption. You get a package of services
• 14:03
  Speaker 7: from your credit card company, you get fraud protection.
• 14:06
  Speaker 6: But wait, wait, wait, those are only available to people privileged,
• 14:10
  Speaker 6: people like me and you who have credit cards. What
• 14:13
  Speaker 6: about most Americans who are unbanked, They don't have credit cards.
• 14:17
  Speaker 7: We don't have a big problem of financial inclusion.
• 14:22
  Speaker 6: So Walmart, let's say it does something like a Walmart coin.
• 14:27
  Speaker 6: Why wouldn't I trust Walmart as much as I might
• 14:31
  Speaker 6: even trust, you know, a money market fund to say, Okay,
• 14:35
  Speaker 6: I'll put some stored value into a Walmart coins.
• 14:39
  Speaker 7: It may start with Walmart, but it won't end with Walmart.
• 14:44
  Speaker 7: I think CBDC, a simple bank issued would be a
• 14:47
  Speaker 7: better way to go.
• 14:48
  Speaker 6: What do you think the house could do to change
• 14:51
  Speaker 6: it that would make you feel more comfortable with this concept.
• 14:56
  Speaker 7: I don't think there's a lot that would make me
• 14:58
  Speaker 7: feel more comfortable. The Central Bank digital currency China has
• 15:03
  Speaker 7: done it.
• 15:04
  Speaker 1: But I think the questions are being asked. You know,
• 15:06
  Speaker 1: as you saw the PBS reporter kind of going in
• 15:08
  Speaker 1: on that, is that the questions are being asked in
• 15:10
  Speaker 1: the sense that it is a it's a dynamic shift
• 15:13
  Speaker 1: right now that's happening within the market. And definitely them
• 15:17
  Speaker 1: and other investors starting to understand how you know, stable
• 15:20
  Speaker 1: coins truly work, I think are going to be very
• 15:23
  Speaker 1: eye opening because most of what they're misunderstanding there. In
• 15:27
  Speaker 1: most cases of everything that proponent had to say was inaccurate.
• 15:31
  Speaker 1: And I think that is something that is going to
• 15:33
  Speaker 1: start to come to light, especially with circles popularity and
• 15:37
  Speaker 1: also with its success, but also with this stable Coin Act,
• 15:40
  Speaker 1: and especially with banks coming into the game, it's going
• 15:43
  Speaker 1: to start getting a lot more people involved. So just
• 15:46
  Speaker 1: consider that I think this is one. Of course, Ethereum
• 15:48
  Speaker 1: is really the one that we believe is going to
• 15:51
  Speaker 1: be the winner here. So first of all, if you
• 15:53
  Speaker 1: guys are not in our Diamond circle, you guys can
• 15:55
  Speaker 1: join that. It's very easy to do, just to click
• 15:58
  Speaker 1: the link down below.
• 15:59
  Speaker 2: It's free.
• 16:00
  Speaker 1: And if you're not following me out there on XT,
• 16:02
  Speaker 1: do that. It's Apple Parent. We'll catch you next time
• 16:04
  Speaker 1: right here on Techpath
• 16:10
  Speaker 4: M