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90-Day Tariff Pause Rally!🚀Crypto Market Update🚨 · The Paul Barron Crypto Show

• 0:07
  Speaker 1: All of a sudden, we've got a ninety day rally
• 0:09
  Speaker 1: on our hands, or is it today? We'll break it
• 0:11
  Speaker 1: down for you. My name is Paul Barren. Welcome back
• 0:13
  Speaker 1: in the tech path. I want to thank our sponsor
• 0:15
  Speaker 1: today and that is Coinbase. As the market has been
• 0:18
  Speaker 1: depressed over the last couple of weeks, this might be
• 0:21
  Speaker 1: the spot where you get a chance to start your
• 0:23
  Speaker 1: crypto journey. And the way you do that is go
• 0:25
  Speaker 1: over to coinbase dot com using our link down below.
• 0:28
  Speaker 1: And the markets are on the move as we're actually
• 0:31
  Speaker 1: talking about this. Let's go to our first clip here.
• 0:34
  Speaker 1: This kind of explain what's happening.
• 0:36
  Speaker 2: Take a look two major developments. I'm going to go first.
• 0:40
  Speaker 2: That the President says he is authorizing a ninety day
• 0:44
  Speaker 2: pause and substantially lowering the reciprocal tariff during this period
• 0:48
  Speaker 2: of ten percent, effective immediately. There's some fuzzy language here.
• 0:53
  Speaker 2: The upshot is that there's a ninety day pause in
• 0:55
  Speaker 2: the reciprocal tariff. What I'm not clear on is whether
• 0:57
  Speaker 2: we go to zero during that time or two back
• 0:59
  Speaker 2: where we were, or if the ten percent tariff remains
• 1:03
  Speaker 2: in place. Either way, a major step forward. The President
• 1:06
  Speaker 2: says that this is because more than seventy five countries
• 1:09
  Speaker 2: have called representatives of the United States. Negotiations are ongoing,
• 1:13
  Speaker 2: and so he's instituting this ninety day pause in the meantime.
• 1:17
  Speaker 2: On the other hand, some negative news on China, saying
• 1:19
  Speaker 2: that based on the lack of respect that China has
• 1:22
  Speaker 2: shown to the world's markets, he's raising the tariff on
• 1:25
  Speaker 2: China to one hundred and twenty five percent. That's, of course,
• 1:29
  Speaker 2: up from the one hundred and four percent that took
• 1:31
  Speaker 2: effect just at midnight, now going even higher to one
• 1:34
  Speaker 2: hundred and twenty five percent, because he does not like
• 1:36
  Speaker 2: the way China has been retaliating rather than coming to
• 1:39
  Speaker 2: the United States and wanting to negotiate. So two major
• 1:42
  Speaker 2: step forwards here. One obviously very good for the markets.
• 1:45
  Speaker 2: You're seeing the markets react to that. The other one
• 1:47
  Speaker 2: on China looking like, you know, they don't like the
• 1:51
  Speaker 2: lack of respect that they see. So we are looking
• 1:54
  Speaker 2: at a world in which things continue to get worse.
• 1:58
  Speaker 1: All right, So there you go, guys, this has had
• 2:00
  Speaker 1: to head with China. And let me kind of explain
• 2:02
  Speaker 1: this because this is a negotiation tactic that is used
• 2:05
  Speaker 1: a lot in business. Actually because a lot of times
• 2:09
  Speaker 1: businesses have allies. In other words, you can go sell
• 2:11
  Speaker 1: to someone else, you can buy from someone else. That's
• 2:13
  Speaker 1: kind of the position that China was in, or believes
• 2:16
  Speaker 1: that they were in, because the whole world was getting
• 2:18
  Speaker 1: hit with tariffs. Now most of the countries have said, hey,
• 2:22
  Speaker 1: we're willing to negotiate. We realize that they've come to
• 2:25
  Speaker 1: the negotiation table. Trump has rewarded them and instead has
• 2:30
  Speaker 1: pressured China now to become on an island and have
• 2:34
  Speaker 1: to go head to head with the United States and
• 2:36
  Speaker 1: now maybe the rest of the world. So all this
• 2:39
  Speaker 1: plays into it kind of ironic that Trump put out
• 2:42
  Speaker 1: a tweet on Trump's social right there, this is a
• 2:47
  Speaker 1: great time but to buy This was this morning, guys
• 2:50
  Speaker 1: at nine point thirty before we saw this. So I'm
• 2:53
  Speaker 1: just saying, maybe sometimes you actually literally have to take
• 2:55
  Speaker 1: this guy to his work. Let's go over to a
• 2:57
  Speaker 1: couple other things. Trump is now raising the terror on
• 3:00
  Speaker 1: China two one hundred and twenty five percent. This course
• 3:02
  Speaker 1: is in retaliation over China's early morning hit, which caused
• 3:06
  Speaker 1: a lot of market turmoil. The question is is this
• 3:10
  Speaker 1: a constructed plan by the Trump White House I think
• 3:14
  Speaker 1: a lot of people are watching this, and this is
• 3:16
  Speaker 1: where Secretary Vesant came in and said this was President's
• 3:19
  Speaker 1: Trump's strategy all along to go to China into a
• 3:23
  Speaker 1: bad position. So now they are in a bad position.
• 3:27
  Speaker 1: And all of that started because of this right here,
• 3:29
  Speaker 1: the eighty four percent tariffs on UNUS goods in a
• 3:32
  Speaker 1: showdown with Trump.
• 3:33
  Speaker 3: So Euros, of course Europe also.
• 3:36
  Speaker 1: Hits back, and of course now that most likely will
• 3:38
  Speaker 1: come off the headline because Europe may be in a
• 3:40
  Speaker 1: position where they can start negotiating a deal. Also, China
• 3:44
  Speaker 1: Central Bank asked state owned banks now to reduce the
• 3:47
  Speaker 1: dollar purchases. This is a big deal because it will
• 3:50
  Speaker 1: start to put pressure on treasuries and bonds. And as
• 3:53
  Speaker 1: we see the market play out, one of the things
• 3:56
  Speaker 1: that will maybe start to retaliate is how does the UoN,
• 4:02
  Speaker 1: the digital UoN respond And that's the big factor right now.
• 4:06
  Speaker 1: It may be now in a free for all for
• 4:09
  Speaker 1: whether or not we see China start to really go
• 4:12
  Speaker 1: into a little bit of a recession, maybe the actually
• 4:15
  Speaker 1: hit a recession.
• 4:15
  Speaker 3: First, let me go.
• 4:16
  Speaker 1: To this next clip, because this is what Beson is
• 4:19
  Speaker 1: talking about with China.
• 4:21
  Speaker 4: Take a look They are the worst defenders in the
• 4:24
  Speaker 4: international trading system. They have the most imbalanced economy in
• 4:28
  Speaker 4: the history of the modern world, and I can tell
• 4:31
  Speaker 4: you that this escalation is a loser for them.
• 4:34
  Speaker 5: Are you willing to go that far to remove Chinese
• 4:37
  Speaker 5: stocks from US exchanges?
• 4:40
  Speaker 4: Well, Maria, I think everything's on the table. We are
• 4:43
  Speaker 4: putting in process export controls for high value security related goods.
• 4:51
  Speaker 4: So but that'll be President Trump's decision. And you know what, Maria,
• 4:55
  Speaker 4: at the end of the day, President Trump chairman, she
• 4:58
  Speaker 4: have a very good person relationship, and I am confident
• 5:03
  Speaker 4: that this will be resolved at the highest level.
• 5:07
  Speaker 1: All right, So there you can go see Bess. And again,
• 5:09
  Speaker 1: this is the thing we talked about yesterday. This is
• 5:13
  Speaker 1: a different kind of cabinet that's sitting in Washington right now.
• 5:16
  Speaker 1: They run in a different theme. They're not looking at politics, really,
• 5:21
  Speaker 1: I think they're looking at winning. And this may be
• 5:25
  Speaker 1: the factor in which is being played out between the
• 5:27
  Speaker 1: Trump administration and Gigiping. Of course, you have to look
• 5:30
  Speaker 1: at the Federal Reserve and many people say in the
• 5:33
  Speaker 1: Fed's not going to cut rates this year. This comes
• 5:35
  Speaker 1: in from Morgan Stanley. Others believe though that that may
• 5:39
  Speaker 1: not necessarily be the case. JP Morgan Jamie Diamond says
• 5:42
  Speaker 1: the US recession is now the likely outcome of Trump's
• 5:46
  Speaker 1: trade war, now, whether or not he thinks this ninety
• 5:48
  Speaker 1: day pause. But if you back up and say, well,
• 5:51
  Speaker 1: wait a minute, if the rest of the world comes
• 5:54
  Speaker 1: to an amicable agreement on where this goes in terms
• 5:58
  Speaker 1: of tariffs, and it's only China who has the outlandish
• 6:03
  Speaker 1: you know, trade deficit comparison, as you heard Vessen say
• 6:07
  Speaker 1: right there, that really all Trump was after, that would
• 6:12
  Speaker 1: be a little different of a play toward a recession.
• 6:15
  Speaker 1: I don't necessarily think the markets would mind that going
• 6:17
  Speaker 1: head to head like that, as long as we're not
• 6:19
  Speaker 1: creating kind of a global terraf war. Let's take a
• 6:23
  Speaker 1: look at the fed erate cut though right now still
• 6:26
  Speaker 1: on the rise on polymarket, which is holding it almost
• 6:30
  Speaker 1: what do we got here, ninety three percent right now
• 6:33
  Speaker 1: on a fed ray cut in twenty twenty five, that's
• 6:37
  Speaker 1: not a hard bet to take. I think I would
• 6:39
  Speaker 1: take that one.
• 6:40
  Speaker 3: I believe it would happen, all right.
• 6:42
  Speaker 1: So as of this morning, the fear and Greed chart
• 6:45
  Speaker 1: was actually at three, and it's already moved at time
• 6:48
  Speaker 1: or recording to sixteen by the time you get this video,
• 6:51
  Speaker 1: it's possible we could be over twenty or possibly twenty five,
• 6:54
  Speaker 1: moving into fear zone, which could be the loosening in
• 6:57
  Speaker 1: the market.
• 6:58
  Speaker 3: Now, if this ninety day hould hold out.
• 7:01
  Speaker 1: And Trump says, hey, we've come to agreements with the
• 7:04
  Speaker 1: world on tariffs, and it's only China, look for some
• 7:08
  Speaker 1: market rips for sure. Let's take a look at some
• 7:11
  Speaker 1: other things. The crypto fear and greed not necessarily responding
• 7:14
  Speaker 1: that much, even though I will show the charts here
• 7:16
  Speaker 1: in a minute, that is responding in a big way.
• 7:19
  Speaker 1: Other factors that are playing into this, of course, the
• 7:22
  Speaker 1: impact of tariffs, and this is where we're going to
• 7:25
  Speaker 1: get into potential price gouging. And Senator Warren actually goes
• 7:29
  Speaker 1: after this topic. Now, granted, if all of a sudden
• 7:32
  Speaker 1: the tariffs are off, then it's very difficult for price
• 7:35
  Speaker 1: gouging to occur. But if it were to occur outside
• 7:38
  Speaker 1: of China and the Chinese products that are coming in.
• 7:42
  Speaker 3: Take a look at this next clip. See what you
• 7:43
  Speaker 3: guys think.
• 7:44
  Speaker 6: This is almost like Part two. Remember our last conversation.
• 7:48
  Speaker 6: Now you got another way to say that corporations are
• 7:50
  Speaker 6: doing it, but that inflation came down. It seems like
• 7:53
  Speaker 6: the corporations only gouged when you say they're gouging, and
• 7:57
  Speaker 6: then they're unable to at other times.
• 8:00
  Speaker 5: So I know you don't want to listen to me
• 8:01
  Speaker 5: on this, but listen to Jerome Powell on this. The
• 8:04
  Speaker 5: example he gave on Friday was from the last time
• 8:08
  Speaker 5: that Trump's tariffs went into effect, and he said there
• 8:11
  Speaker 5: was a tariff on washing machines. No surprise, the price
• 8:15
  Speaker 5: of washing machines went up. But the shocking part is
• 8:19
  Speaker 5: the price of dryers went up as well, even though
• 8:24
  Speaker 5: there was no imposition of tariffs on those. You tell
• 8:27
  Speaker 5: me what that is except for price gouging. Price doesn't
• 8:31
  Speaker 5: go up on dryers. The cost of dryers didn't go
• 8:34
  Speaker 5: up growing up.
• 8:35
  Speaker 3: Yeah, yeah, yeah.
• 8:38
  Speaker 5: One. The way you're I love the way you're changing
• 8:40
  Speaker 5: the subjects here. That is an example. Told me a gougeing,
• 8:46
  Speaker 5: we need to.
• 8:46
  Speaker 4: Eat this now.
• 8:47
  Speaker 6: They say we can keep it now, we can keep
• 8:48
  Speaker 6: it going, we can You don't want to keep it good?
• 8:51
  Speaker 1: No, senator, bit you don't, all right, so you know
• 8:54
  Speaker 1: you can kind of get warn not necessarily a crypto
• 8:57
  Speaker 1: love affair, but definitely uh fighting.
• 9:00
  Speaker 3: For American consumers out there.
• 9:01
  Speaker 1: I want to go into further into the strategy though
• 9:05
  Speaker 1: with Trump and how he may play this hand that
• 9:08
  Speaker 1: he's dealing with gigiping, and how China can get to
• 9:12
  Speaker 1: the table, because it appears that the rest of the
• 9:14
  Speaker 1: world is now at the table in terms of negotiations.
• 9:18
  Speaker 3: Here's Kevin O'Leary. He says he has a way.
• 9:21
  Speaker 7: It says not about tariffs anymore. Nobody has taken on
• 9:25
  Speaker 7: China yet, not the Europeans, no administration for decades. As
• 9:29
  Speaker 7: someone who actually does business there, I've had enough. I
• 9:32
  Speaker 7: speak for millions of Americans who have ip that have
• 9:36
  Speaker 7: been stolen by the Chinese. I have nothing against the Chinese.
• 9:41
  Speaker 7: People may not like Trump, you may not like his
• 9:43
  Speaker 7: style or his rhetoric. Finally, an administration that puts up
• 9:48
  Speaker 7: and says enough. She can only stay the supreme leader
• 9:53
  Speaker 7: if people are employed, if we wipe out any business there.
• 9:57
  Speaker 7: Because we are still thirty nine percent of all consumables
• 10:01
  Speaker 7: on Earth and twenty five percent of the world's GDP,
• 10:04
  Speaker 7: America is the number one economy on Earth.
• 10:06
  Speaker 3: With all the cards.
• 10:07
  Speaker 7: We will not have that forever. It's time to squeeze
• 10:10
  Speaker 7: Chinese heads into the wall.
• 10:12
  Speaker 4: Now can they withstand the pressure of that sort of tax.
• 10:18
  Speaker 7: On the goods lived?
• 10:19
  Speaker 3: There will be But yeah, but what's your timeline, comparent.
• 10:22
  Speaker 1: You don't know the average Americans timeline what they can
• 10:25
  Speaker 1: actually survive.
• 10:25
  Speaker 3: There's people right now.
• 10:26
  Speaker 7: Who can survive one hundred percent tomorrow morning, cheese on
• 10:29
  Speaker 7: an airplane to Washington to cut a deal.
• 10:32
  Speaker 1: All right, that would do it? I think is that
• 10:35
  Speaker 1: kind of outlandish number. And of course we already saw
• 10:37
  Speaker 1: this with Tramp this morning actually implementing now one hundred
• 10:41
  Speaker 1: and twenty five percent there. So again Trump also is
• 10:44
  Speaker 1: pushing for another angle on the market, and that is
• 10:47
  Speaker 1: through this tax cut bill, which he said, get the
• 10:49
  Speaker 1: get the bill passed now the country will boom. And
• 10:53
  Speaker 1: of course this will start to generate. You know, if
• 10:55
  Speaker 1: you believe trickle down a comics, economics, et cetera. He
• 11:00
  Speaker 1: Hayes hits on a couple of points right here, the
• 11:01
  Speaker 1: fetes on the clock, things are breaking down. Stocks down
• 11:05
  Speaker 1: ten year yield down good and also stocks down ten.
• 11:10
  Speaker 3: Year yield up bad. That's kind of what we're seeing.
• 11:13
  Speaker 1: And if you look at the market finally realizing this
• 11:16
  Speaker 1: whether or not we see this occur in this year
• 11:20
  Speaker 1: is the real big question. Again, this new tariff pause
• 11:24
  Speaker 1: could change Powell's position very quickly. It also could change
• 11:29
  Speaker 1: markets in a very quick way, because Trump does have
• 11:31
  Speaker 1: a very unusual way to move the market quickly both directions.
• 11:37
  Speaker 1: Here's Peter Shiff, Trump's secret agendas to crash the stock
• 11:39
  Speaker 1: market to bring it down long term interest rates plan
• 11:42
  Speaker 1: already failed. Yield on the thirty year treasury is four
• 11:44
  Speaker 1: to seven, etc. Since February, and then the plan to
• 11:48
  Speaker 1: crash the stock market is now crashing the bomb market.
• 11:50
  Speaker 1: Now if that is the case, though, if we do
• 11:52
  Speaker 1: see a flip and we do see this reprieve, all
• 11:56
  Speaker 1: of this would be off the table. And that is
• 11:58
  Speaker 1: a big factor that we're dealing with right now, because
• 12:01
  Speaker 1: if you look at the way this has been constructed,
• 12:04
  Speaker 1: you could compare this to other past cycles.
• 12:07
  Speaker 3: Here's Rale Powell.
• 12:08
  Speaker 1: He says it feels a lot like back in December
• 12:11
  Speaker 1: twenty eighteen for those who are around pal signal to pivot.
• 12:14
  Speaker 1: I think we get the same plus a trade resolution
• 12:17
  Speaker 1: with China that's going to happen, and then risk in
• 12:20
  Speaker 1: stocks feel like ten percent down, but a max up
• 12:23
  Speaker 1: at about fifteen in a couple of weeks and twenty
• 12:27
  Speaker 1: five percent in a month or two. So that would
• 12:29
  Speaker 1: be a significant return on the markets if we continue
• 12:34
  Speaker 1: to see that kind of rally, and maybe today this
• 12:36
  Speaker 1: day is the beginning of it. So where are you,
• 12:39
  Speaker 1: guys position Let me know in the comments down below.
• 12:42
  Speaker 1: We'll take a look at the charts. I do want
• 12:44
  Speaker 1: to kind of wrap up on this point right here,
• 12:45
  Speaker 1: because this is a Treasury Secretary of Scott Bessant. He
• 12:48
  Speaker 1: announces the focus on regulatory challenges for blockchain, stable coins
• 12:54
  Speaker 1: and new payment system so he understands this. They're going
• 12:57
  Speaker 1: to drill down on this and get it done. Only
• 12:59
  Speaker 1: more good news for blockchain where this is going A
• 13:03
  Speaker 1: lot going on right now, guys.
• 13:05
  Speaker 3: Let me go over to the charts real quick, just
• 13:07
  Speaker 3: to show you.
• 13:07
  Speaker 1: Bitcoin is holding right now at eighty two, which is
• 13:10
  Speaker 1: up almost eight percent on the day at time of recording.
• 13:14
  Speaker 1: Let's take a look at Solana up twelve right now,
• 13:17
  Speaker 1: trading at a dollar excuse me, one hundred and eighteen
• 13:20
  Speaker 1: swee up to two twenty five, up seventeen percent, Onto
• 13:25
  Speaker 1: up twenty two percent on the day, and of course
• 13:29
  Speaker 1: the XRP token rising thirteen percent on the day. All
• 13:33
  Speaker 1: of this, guys, just because of what we're seeing with
• 13:36
  Speaker 1: this ninety day pause. Let me know how you guys
• 13:39
  Speaker 1: are trading the market. Drop some comments down below. Make
• 13:41
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• 13:51
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• 13:54
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• 13:55
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• 13:58
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• 14:01
  Speaker 4: Sermuted Ef