Latest / The Paul Barron Crypto Show / China Unbanning Crypto Soon!?🚀Tech Stimulus Incoming

Transcript

China Unbanning Crypto Soon!?🚀Tech Stimulus Incoming · The Paul Barron Crypto Show

• 0:07
  Speaker 1: Everybody is asking what is setting the markets on fire. Well,
• 0:10
  Speaker 1: there may be an answer to that, and it may
• 0:12
  Speaker 1: be going through Beijing and China. We'll take a look
• 0:15
  Speaker 1: at this. My name is Paul Baron. Welcome back in
• 0:16
  Speaker 1: the tech path. I do want to thank our sponsor
• 0:19
  Speaker 1: today and that is Tangum. This is a great place
• 0:20
  Speaker 1: for you guys to start your self custody journey. And
• 0:23
  Speaker 1: if you've never done self custody before, don't worry. It's
• 0:26
  Speaker 1: very simple to do with a Tangum wallet. Let's get
• 0:29
  Speaker 1: into it today. I want to really kind of start
• 0:32
  Speaker 1: off with this statement right here. This was a couple
• 0:34
  Speaker 1: of weeks ago, and the point was is that what
• 0:38
  Speaker 1: we're looking at right now is really a trade war
• 0:41
  Speaker 1: that is starting to brew, and it's mostly between the
• 0:45
  Speaker 1: Chinese and the Americans on this point, and you got
• 0:48
  Speaker 1: to watch out for this. China is now quietly priming
• 0:50
  Speaker 1: a one point four trillion dollar bitcoin price boom. And
• 0:54
  Speaker 1: there's many people that say, well, wait a minute, Paul,
• 0:56
  Speaker 1: bitcoin is dead in China. Not necessarily, if you guys
• 0:59
  Speaker 1: go by, I can look at the history of China
• 1:02
  Speaker 1: with cryptocurrency in general. Remember the last time we saw
• 1:06
  Speaker 1: a major move from them. Well that was in November
• 1:10
  Speaker 1: of twenty twenty one, and that was when China banned crypto.
• 1:15
  Speaker 1: And what happened in November of twenty one, that was
• 1:17
  Speaker 1: the end of the last bull market. Now when you
• 1:20
  Speaker 1: look at that and you consider maybe there's some moves
• 1:23
  Speaker 1: that are starting to happen right now. Well, the latest
• 1:25
  Speaker 1: Hong Kong funds out there are now launching a tokenized
• 1:28
  Speaker 1: money market fund on ethereum. And now what we're seeing
• 1:32
  Speaker 1: is China is taking note of this. Now there are
• 1:34
  Speaker 1: a couple of other things that are happening within China
• 1:37
  Speaker 1: that are related to automobiles and also technology that could
• 1:41
  Speaker 1: have a major impact on crypto in general. I want
• 1:44
  Speaker 1: to go to a clip real quick because this is
• 1:48
  Speaker 1: going to get into the hashtag CEO and him explaining
• 1:50
  Speaker 1: why crypto could be getting ready to boom because of China.
• 1:53
  Speaker 2: Take a look.
• 1:54
  Speaker 3: Is the sort of forward pushed by Hong Kong at
• 1:57
  Speaker 3: the moment a sign that treading and crypto could return
• 2:02
  Speaker 3: to the mainland, which of course would be a huge
• 2:04
  Speaker 3: boots for the market.
• 2:05
  Speaker 4: I think there is the possibility the mainland China government,
• 2:09
  Speaker 4: where we consider their stents towards the crypto and web
• 2:12
  Speaker 4: tree industry, that's inevitable from what I know so far,
• 2:16
  Speaker 4: so far our conversations with the mainline professionals and related
• 2:22
  Speaker 4: related sources, I think they are now looking at the
• 2:27
  Speaker 4: market and see what's going on in other countries, what's
• 2:32
  Speaker 4: happening in web tree industries, and then they may come
• 2:36
  Speaker 4: up with their response towards this industry.
• 2:39
  Speaker 1: How much U price makers are Chinese investors in crypto?
• 2:43
  Speaker 2: Do you have any sort of sense?
• 2:44
  Speaker 4: Ye, Crypto sima's other high tech industry is one of
• 2:48
  Speaker 4: their major area of interest. When they consider their asset allocation,
• 2:54
  Speaker 4: they would allocate a seificant, significant percentage of their assets
• 2:59
  Speaker 4: into this emerging acid class.
• 3:01
  Speaker 1: Okay, all right, let's as picking up for I guess
• 3:05
  Speaker 1: all right, So a couple of points that they're hitting
• 3:07
  Speaker 1: on there with the hashtag CEO, he thinks that they're
• 3:09
  Speaker 1: gonna fit pivot. I think that he might be right because,
• 3:12
  Speaker 1: but not necessarily because of crypto in general. It's because
• 3:15
  Speaker 1: of the tech related and automotive related sectors that could
• 3:19
  Speaker 1: bring this all in to make sense, especially on blockchain.
• 3:22
  Speaker 1: If you go back about a month ago, G was
• 3:25
  Speaker 1: meeting with a lot of the rivals in China that
• 3:29
  Speaker 1: rivaled US tech. So Apple versus Huawei, Tasla versus BYD.
• 3:34
  Speaker 1: We will talk about BYD in a second, and then
• 3:36
  Speaker 1: open AI versus Deepseek. We all know what that what
• 3:39
  Speaker 1: happened there. So the likelihood is that China's looking at Hey,
• 3:42
  Speaker 1: wait a minute, we need to start to integrate a
• 3:45
  Speaker 1: little bit more on the side of blockchain, and a
• 3:47
  Speaker 1: lot of this is going to go into areas around automotive.
• 3:51
  Speaker 1: So let's go into this topic right here. And this
• 3:53
  Speaker 1: is a reference to BYD and their auto sales. And
• 3:56
  Speaker 1: this is remember this is during the crypto band and
• 3:59
  Speaker 1: they did a one hundred car test and I guess
• 4:02
  Speaker 1: this was a viral moment for BYD.
• 4:04
  Speaker 2: Nobody get in trouble for this.
• 4:06
  Speaker 1: So China allowed this to happen with one of their
• 4:09
  Speaker 1: major companies that are within the organization. When you look
• 4:12
  Speaker 1: at BID that like I said, they're the Tasla of China,
• 4:16
  Speaker 1: and I think the fact that they allowed this to
• 4:17
  Speaker 1: occur might be giving us an indicator going forward. So
• 4:21
  Speaker 1: let me jump over to BYD and their sales trajectory.
• 4:24
  Speaker 1: If you look at this the blue line, and if
• 4:26
  Speaker 1: you look at this compared to Tasla Taesla.
• 4:28
  Speaker 2: Our blue line is Tesla byd white line.
• 4:31
  Speaker 1: And if you look at this in comparison, this has
• 4:33
  Speaker 1: really already been in place. Now their earnings just came in,
• 4:37
  Speaker 1: the likelihood of us seeing another explosion on the next
• 4:40
  Speaker 1: startings could really start to show a trend line that
• 4:43
  Speaker 1: would not be favorable to Tesla.
• 4:45
  Speaker 2: All right, so I've got a clip here that'll give
• 4:47
  Speaker 2: us a little bit of.
• 4:48
  Speaker 1: Idea of whether or not this is begun in terms
• 4:51
  Speaker 1: of a new bull run. Could we see both maybe
• 4:55
  Speaker 1: Western money and also a Chinese resurgence, especially in.
• 4:59
  Speaker 2: The crypto that could flow into this.
• 5:01
  Speaker 5: Take a look, are we seeing a change in perception
• 5:05
  Speaker 5: that China is now investable because we just did see
• 5:08
  Speaker 5: a run up because of all these tech leaders who
• 5:10
  Speaker 5: met with she are there. Now we more Westerns who
• 5:13
  Speaker 5: are like, hey, I should I should put five percent
• 5:15
  Speaker 5: of my capital in that market.
• 5:17
  Speaker 2: Any thoughts on when that will happen.
• 5:19
  Speaker 6: Yeah, it hasn't happened. That's like, that doesn't really satisfy me.
• 5:22
  Speaker 6: It's kind of just a blip. We're talking about like
• 5:26
  Speaker 6: your friends who just invest on the side when they start,
• 5:30
  Speaker 6: you know, they have twenty percent of their portfolio.
• 5:33
  Speaker 2: In Chinese companies.
• 5:34
  Speaker 6: That's what we need to get towards. There are also
• 5:37
  Speaker 6: Chinese who are also still wondering is China investible? And
• 5:41
  Speaker 6: that's something that really shocks me. People really are following
• 5:46
  Speaker 6: what's going on, and they are realizing that people in
• 5:49
  Speaker 6: the West are using you know, four of the five
• 5:52
  Speaker 6: top downloaded apps in the US are Chinese. Like, that's
• 5:54
  Speaker 6: pretty self validating for them.
• 5:58
  Speaker 2: All right.
• 5:58
  Speaker 1: So that was Taylorrogan. He's talked about the Chinese markets
• 6:01
  Speaker 1: for quite some time. He now has company there, so
• 6:03
  Speaker 1: he's really tied into this and he may be right
• 6:06
  Speaker 1: in the sense that we do or could see a
• 6:10
  Speaker 1: large percentage of a lot of these portfolios start to
• 6:12
  Speaker 1: shift to Chinese companies. But let's go over back to
• 6:15
  Speaker 1: where China could really see the benefit of crypto. Well,
• 6:18
  Speaker 1: if you go all the way back and this is
• 6:20
  Speaker 1: on v Chain's YouTube channel, and this thing is six
• 6:23
  Speaker 1: years old, and you'll notice right here, I'll kind of
• 6:26
  Speaker 1: zoom in on that this was byd and the ability
• 6:31
  Speaker 1: to earn carbon credits utilizing blockchain, and this is one
• 6:35
  Speaker 1: of the reasons that we could start to see this
• 6:37
  Speaker 1: again because of the tie in with this. If you
• 6:39
  Speaker 1: look at all the different areas BID and V chain.
• 6:42
  Speaker 1: Now they're collaborating on blockchain based battery trace ability, so
• 6:45
  Speaker 1: you've got that going on. The likelihood is that we
• 6:48
  Speaker 1: could see some pressure here. Now China says, hey, wait
• 6:50
  Speaker 1: a minute, there's some use case here for blockchain, and
• 6:53
  Speaker 1: if we're going to open.
• 6:53
  Speaker 2: That up, let's open up investing.
• 6:55
  Speaker 1: One other point I want to make right here is
• 6:57
  Speaker 1: remember that the Chinese have been looking at carbon credits
• 7:01
  Speaker 1: for quite some time. They weren't necessarily sure how they
• 7:04
  Speaker 1: were going to see a revenue opportunity, but Tesla revealed that.
• 7:08
  Speaker 1: And Tesla has been hitting a record high sales from
• 7:11
  Speaker 1: carbon credits. At one point sent almost two billion dollars
• 7:14
  Speaker 1: in terms of carbon credits. And if you look at
• 7:16
  Speaker 1: China in general, they revived its carbon credit market, so
• 7:20
  Speaker 1: we're going to see price swings in this. All of
• 7:22
  Speaker 1: this is starting to play into the potential of this
• 7:26
  Speaker 1: moving in. And remember V chain tied to this. This
• 7:28
  Speaker 1: could be a factor going forward in how China addresses crypto.
• 7:33
  Speaker 2: Here's a clip. Take a look.
• 7:34
  Speaker 7: We did the case with BYD for the carbon credits.
• 7:37
  Speaker 7: We did the calculation if you drive two thousand miles
• 7:41
  Speaker 7: a year, you probably saved fifty dollars and people may
• 7:45
  Speaker 7: not even care about it. Nobody willing to pay somebody
• 7:49
  Speaker 7: for fifty dollars just by driving two thousand hours. EV
• 7:52
  Speaker 7: sink from the different angle testa how much value for
• 7:56
  Speaker 7: those ten million cars five hundred million dollars already? It's
• 8:00
  Speaker 7: really a massive value, but only reviewed, only could be
• 8:04
  Speaker 7: discovered because it's already there, just nobody are able to
• 8:07
  Speaker 7: discover that.
• 8:08
  Speaker 8: Our one of the critic good job for us is
• 8:11
  Speaker 8: to find and discover the collective value coming from the
• 8:16
  Speaker 8: fractional efforts of the normal people.
• 8:19
  Speaker 2: And there's a reason that there's an interest level.
• 8:21
  Speaker 1: Look at this twelve point nine million EV sales, which
• 8:25
  Speaker 1: is a seventeen percent rise from twenty twenty four. This
• 8:28
  Speaker 1: is what's estimated for twenty twenty five. That's not the
• 8:31
  Speaker 1: total number of cars, that's just the sales for twenty
• 8:34
  Speaker 1: twenty five. They're estimated twelve point nine million. That, in
• 8:37
  Speaker 1: conjunction with what we already see in China, which has
• 8:40
  Speaker 1: been one of the hottest EV markets out there, could
• 8:42
  Speaker 1: be a gateway into blockchain, especially some of these projects
• 8:46
  Speaker 1: that are leading into carbon credits.
• 8:48
  Speaker 2: If you look at that of where we are right.
• 8:50
  Speaker 1: Now only a five hundred and twenty six billion, look
• 8:52
  Speaker 1: at the expansion on this all the way up to
• 8:55
  Speaker 1: twenty twenty nine, just five years away. Trillions is what
• 8:58
  Speaker 1: we're talking about. So this could be a big factor.
• 9:00
  Speaker 1: And again it's one of the things we're watching. One
• 9:03
  Speaker 1: thing to look at in terms of financials. There could
• 9:05
  Speaker 1: be a two edged sword here. One is dividends for
• 9:09
  Speaker 1: the shareholders. The other opportunities for the drivers. If they
• 9:12
  Speaker 1: do a deal with v chain or other blockchain companies
• 9:15
  Speaker 1: out there that could pay for those carbon credits, you
• 9:18
  Speaker 1: could see a you know, kind of a perfect cycle
• 9:21
  Speaker 1: of revenue opportunities coming out of just byd Now, remember
• 9:25
  Speaker 1: there's a lot of ev makers in China, Bid being
• 9:27
  Speaker 1: the one that is the leader.
• 9:29
  Speaker 2: All right, let's go with Peter Schiff.
• 9:31
  Speaker 1: Now, obviously his contrarian viewpoint is that China isn't holding
• 9:35
  Speaker 1: bitcoin any longer.
• 9:36
  Speaker 2: They sold it, right, So Lom is just.
• 9:38
  Speaker 1: Saying, hey, we should you know, China should buy bitcoin.
• 9:41
  Speaker 1: Now you could look at China and say, all right,
• 9:42
  Speaker 1: well they just don't have faith in bitcoin.
• 9:44
  Speaker 2: They sold it all. It's done.
• 9:46
  Speaker 1: But if they unbanded crypto, and remember they're trying to
• 9:50
  Speaker 1: keep up with the Joneses. They're already doing this in
• 9:52
  Speaker 1: AI E V's and what we're going.
• 9:54
  Speaker 2: To see in the tech side.
• 9:55
  Speaker 1: Why would they not come along for the ride on
• 9:58
  Speaker 1: crypto because the likelihood is the the rest of the
• 10:00
  Speaker 1: world is going to come with them. So I still
• 10:02
  Speaker 1: think China has a position here. I may be wrong,
• 10:06
  Speaker 1: but I think they have a position here that they're
• 10:07
  Speaker 1: going to play out, and it really will depend on
• 10:10
  Speaker 1: which one is stronger. Maybe maybe it's going to be
• 10:12
  Speaker 1: something like eth or other blockchains that we'll see excel
• 10:16
  Speaker 1: around utility or use case, even if we go to
• 10:19
  Speaker 1: the side of carbon credit.
• 10:21
  Speaker 2: So we'll see how this plays out.
• 10:22
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• 10:25
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• 10:27
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• 10:30
  Speaker 1: We'll catch you next time right here on tech Path