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Transcript

Market Collapse Imminent?📉Crypto Market Update🔥 · The Paul Barron Crypto Show

• 0:00
  Speaker 1: The crypto collapse is eminent today. We're going to break
• 0:02
  Speaker 1: that down for you. There's a lot of things that
• 0:04
  Speaker 1: are in the hopper right now that will affect them markets.
• 0:06
  Speaker 1: Let's get into it. I do want to thank our sponsor,
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• 0:45
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• 0:48
  Speaker 1: All right, let's go over to a couple of points
• 0:50
  Speaker 1: that I wanted to lead off with, and of course,
• 0:52
  Speaker 1: one of the biggest is the fact that we are
• 0:54
  Speaker 1: having a state of union today and on that State
• 0:57
  Speaker 1: of Union address, it's very possible. So we will probably
• 1:00
  Speaker 1: hear some things about crypto. Now, many people would think
• 1:05
  Speaker 1: that this should be an epic state of the Union.
• 1:08
  Speaker 1: You would think that. I think with Trump in the
• 1:10
  Speaker 1: in there, he'll try to make it that. But I
• 1:12
  Speaker 1: unfortunately feel like this is probably what's going to really happen.
• 1:16
  Speaker 1: I kind of agree with this that we'll save you
• 1:19
  Speaker 1: some time. You know, it's Biden's fault, you know, transgender
• 1:22
  Speaker 1: for everyone, terroriftsam makings rich, border invasion, Canada's fifty first days,
• 1:27
  Speaker 1: some gibberish, you know, rigged elections which hunt the greatest
• 1:30
  Speaker 1: economy ever.
• 1:31
  Speaker 2: You get. The point is that we've.
• 1:33
  Speaker 1: Heard all this stuff before and it just keeps reiteration
• 1:38
  Speaker 1: and it's not working. I think the real thing is
• 1:40
  Speaker 1: we need real movement in the markets, and there are
• 1:44
  Speaker 1: problems that we're dealing with on an economic front for
• 1:46
  Speaker 1: the most part. Now, I get that there's a lot
• 1:48
  Speaker 1: of people out there that probably had some of their
• 1:50
  Speaker 1: best portfolio years. Ever, when you look at how the
• 1:53
  Speaker 1: stock has been able to stock market has been able
• 1:55
  Speaker 1: to perform, and even crypto to a certain extent if
• 1:57
  Speaker 1: you were to sell at some of these highs. But
• 2:00
  Speaker 1: the point is is that we are in a really
• 2:02
  Speaker 1: tough spot. So the question is what does Trump need
• 2:06
  Speaker 1: to do well? Here is a clip.
• 2:09
  Speaker 3: A new poll shows sixty percent disapproval of Trump, and
• 2:13
  Speaker 3: this is just ahead of his study of the Union Address,
• 2:15
  Speaker 3: which is tomorrow. What does he have to say tomorrow
• 2:17
  Speaker 3: to swing votes is kind of in his favor?
• 2:20
  Speaker 4: Well, Stuart, I think it's going to be a hard
• 2:21
  Speaker 4: thing to do, just because, as we've seen in recent years,
• 2:24
  Speaker 4: it's kind of a self selecting pool that watches these
• 2:27
  Speaker 4: things at this point, so he'll have a lot of
• 2:29
  Speaker 4: his own supporters tuned in. So I'd imagine to some
• 2:32
  Speaker 4: extent it'll be preaching to the choir. When people start
• 2:34
  Speaker 4: to feel a better economy, things could start getting better
• 2:38
  Speaker 4: for the Republican Party, unless and until that happens, it's
• 2:42
  Speaker 4: going to be tough sledding like this pun intended with
• 2:44
  Speaker 4: the blizzard in New York, because President Trump needs to
• 2:48
  Speaker 4: not just tell people that things are getting better, they
• 2:51
  Speaker 4: need to understand it on a very personal level.
• 2:55
  Speaker 1: I would agree with that in the sense that I
• 2:58
  Speaker 1: think Republicans do and will take a large hit this year,
• 3:02
  Speaker 1: and at the current pace, it's likely that they do
• 3:04
  Speaker 1: lose the midterms very possibly in a very big way.
• 3:07
  Speaker 1: Now there will be wins, I think on certain areas
• 3:11
  Speaker 1: of the midterms that probably would get challenged because of
• 3:14
  Speaker 1: clarity and where we are positioned right now on a
• 3:16
  Speaker 1: crypto standpoint, and what that might look like coming out
• 3:18
  Speaker 1: of some of these packs that are kind of focused
• 3:21
  Speaker 1: on that.
• 3:21
  Speaker 2: But I think he's right, they've.
• 3:22
  Speaker 1: Got to get some real hard solutions that are affecting
• 3:27
  Speaker 1: the American people because this is going to start affecting
• 3:30
  Speaker 1: his presidency going forward. Another thing that's going to affect
• 3:33
  Speaker 1: the presidency, I think is going to be all of
• 3:36
  Speaker 1: this crap that's coming in on these tariffs.
• 3:39
  Speaker 2: And here's FedEx right now.
• 3:40
  Speaker 1: They just file a lawsuit for a full refund on
• 3:43
  Speaker 1: the tariffs, and the suit appears to be the first
• 3:45
  Speaker 1: by major companies. This one's going to get watched very
• 3:48
  Speaker 1: closely because this may set the tone, if anything, for
• 3:52
  Speaker 1: many of these companies to start the process. And I
• 3:55
  Speaker 1: think this is the messy part that of course Trump
• 3:57
  Speaker 1: was mentioning, and I think it's going to get messier
• 4:00
  Speaker 1: by the day. One of the biggest categories that have
• 4:02
  Speaker 1: been out there has been libations, you know, Spirits, Well,
• 4:06
  Speaker 1: take a look at this clip.
• 4:07
  Speaker 5: There was a sixty five percent reduction in US spirit
• 4:11
  Speaker 5: exports to Canada between March and August.
• 4:13
  Speaker 4: Bourbon's been hit hard, and now this is the second
• 4:16
  Speaker 4: straight time.
• 4:17
  Speaker 2: Those are all in our states as well as our people.
• 4:21
  Speaker 4: They felt the tariffs down to the quarks in the
• 4:24
  Speaker 4: bottle pursuit.
• 4:25
  Speaker 2: Spirits said, it is glad the court made this decision.
• 4:29
  Speaker 1: President Trump described their decision as a disgrace to our nation.
• 4:33
  Speaker 5: This week in Kentucky, a new bill has been introduced
• 4:37
  Speaker 5: that will increase the taxes on alcohols.
• 4:41
  Speaker 6: You're going to.
• 4:41
  Speaker 5: Pay ten percent instead of the current six.
• 4:44
  Speaker 6: So it's going to eliminate taxes on manufacturers and then
• 4:50
  Speaker 6: pass that tax.
• 4:51
  Speaker 2: Burden on to the rest of us.
• 4:54
  Speaker 5: Drinking at tomorrow. The fat cats get tax cuts and
• 4:57
  Speaker 5: the poor get to pay more.
• 4:59
  Speaker 2: That the threat should be. The Republican Party slogan.
• 5:04
  Speaker 1: Point is is that there's been no real solutions that
• 5:07
  Speaker 1: have come out of the administration going forward, and I
• 5:10
  Speaker 1: think this is one of the things that we have
• 5:13
  Speaker 1: to really address right now, is how this is affecting
• 5:15
  Speaker 1: the market and the economy. Don't forget that technically the
• 5:19
  Speaker 1: government has shut down at least when it comes to
• 5:21
  Speaker 1: the DHS. Now they're missing paychecks and this, of course
• 5:25
  Speaker 1: is just it's just going to get worse if this
• 5:27
  Speaker 1: doesn't get addressed and very soon. What's the poly market
• 5:30
  Speaker 1: on this. Let's take a look real quick. Here's the
• 5:32
  Speaker 1: poly market on this right now. This is stretching out
• 5:35
  Speaker 1: to after March thirty. First, it is the end of
• 5:38
  Speaker 1: it's not even the end of February, and they're talking
• 5:40
  Speaker 1: about pushing this out to the end of March.
• 5:42
  Speaker 2: Before we get this.
• 5:43
  Speaker 1: Remember, DJs, this is TSA a lot of services around
• 5:47
  Speaker 1: the country that are going to get affected here. I
• 5:49
  Speaker 1: wonder if Trump is going to start paying attention and
• 5:53
  Speaker 1: trying to get some of these things done. And let's
• 5:55
  Speaker 1: not forget the architect behind all of this. You know,
• 5:59
  Speaker 1: he may I say he the administration may say the
• 6:02
  Speaker 1: architect has been Biden.
• 6:04
  Speaker 7: Take a look and of everyday Americans who are directly
• 6:08
  Speaker 7: benefiting from his policies and making a few new policy
• 6:11
  Speaker 7: announcements as well to continue tackling the affordability crisis that
• 6:16
  Speaker 7: Joe Biden created one year ago, and the President will
• 6:19
  Speaker 7: be talking about the positive metrics we have seen and
• 6:22
  Speaker 7: moving forward towards making life again more affordable and prosperous
• 6:26
  Speaker 7: for all Americans.
• 6:28
  Speaker 2: So that's gonna all right.
• 6:30
  Speaker 1: I want to pause for a second there, guys, and
• 6:32
  Speaker 1: I want to ask you, do you think that this economy,
• 6:36
  Speaker 1: the job situation right now, the market as we have it?
• 6:39
  Speaker 1: Just type down below whose fault is it? Is it
• 6:42
  Speaker 1: Trump's fault? Is it Biden's fault? Just that simple. I
• 6:45
  Speaker 1: think at least our comments will give us some insights,
• 6:47
  Speaker 1: because I think I don't want to blame anyone. You've
• 6:50
  Speaker 1: had it for a year. This administration has had it
• 6:52
  Speaker 1: for a year. There should have been and should have
• 6:55
  Speaker 1: been a whole slew of situations that have been really resolved.
• 7:00
  Speaker 1: Thinking that much time, I think, especially when you look
• 7:02
  Speaker 1: at the cabinet that they've assembled here, you would think
• 7:05
  Speaker 1: they could really get some stuff done, including if you
• 7:07
  Speaker 1: remember the Clarity Act, which was originally designed to be
• 7:11
  Speaker 1: well passed before. Where we are now, remember last August.
• 7:14
  Speaker 1: Here it is February, and now they're pushing this again.
• 7:17
  Speaker 1: And likelihood is if they don't come to an agreement,
• 7:20
  Speaker 1: this may get pushed out of this season entirely, which
• 7:23
  Speaker 1: then goes into the midterms. You get why I get
• 7:26
  Speaker 1: so upset at all of this, and then you add
• 7:28
  Speaker 1: that to this. These are the problems that I see continuously.
• 7:32
  Speaker 2: This is absolutely nuts. I agree.
• 7:34
  Speaker 1: I'm a big watch guy. That's a crappy watch. Was
• 7:39
  Speaker 1: I don't know what that looks like, but it's not
• 7:41
  Speaker 1: a watch that I would buy. The fight Okay, fight fight,
• 7:44
  Speaker 1: fight watch. I don't know, guys, this just seems like
• 7:47
  Speaker 1: the wrong time to be doing these kind of things.
• 7:49
  Speaker 1: Let's pay attention, get jobs back on track, get the
• 7:52
  Speaker 1: crypto community back on track, get our economy back on track,
• 7:57
  Speaker 1: get the global scenario back on There's plenty to do
• 8:00
  Speaker 1: other than selling watches to people out there. Let's take
• 8:04
  Speaker 1: a look at the Economic Policy Uncertainty Index.
• 8:07
  Speaker 2: Listen, the last time we saw.
• 8:08
  Speaker 1: These numbers when you look at that one of them
• 8:10
  Speaker 1: was right there, back in June of last year.
• 8:12
  Speaker 2: Okay, you guys, remember what happened.
• 8:13
  Speaker 1: Then We are now nearing maybe another opportunity, and that
• 8:18
  Speaker 1: again was because of both the potential in Iran the
• 8:22
  Speaker 1: fact that tariffs came in. It's likely that we're going
• 8:25
  Speaker 1: to have something happening with Iran. I hope not, but
• 8:28
  Speaker 1: I'm in fear that this could happen, which will only
• 8:31
  Speaker 1: add to this uncertainty index overall, so not looking good
• 8:36
  Speaker 1: for the economy. Six and ten Americans now, including a
• 8:40
  Speaker 1: significant slice of Republicans, think President Trump has become erratic
• 8:46
  Speaker 1: as he ages.
• 8:46
  Speaker 8: Now.
• 8:46
  Speaker 1: I don't know if I would say it's an age
• 8:48
  Speaker 1: erratic because I'm not an agist. But he's doing some
• 8:51
  Speaker 1: weird stuff. I can say that I don't understand many
• 8:54
  Speaker 1: of the things that just like this watch thing, Where
• 8:56
  Speaker 1: does that come from?
• 8:57
  Speaker 2: I just don't get it.
• 8:59
  Speaker 1: But the point is is that you need to start
• 9:01
  Speaker 1: making really solid decisions. Now. I wonder because a lot
• 9:05
  Speaker 1: of times, you know, when you have a leader, you
• 9:07
  Speaker 1: have to lean on team. Is there a team group
• 9:10
  Speaker 1: that are causing some of these kind of crazy scenarios
• 9:13
  Speaker 1: playing out? Well, I'm looking at it right here. His
• 9:16
  Speaker 1: state of mind is a global risk, is what many
• 9:18
  Speaker 1: people are saying. You look at most of these people.
• 9:22
  Speaker 1: I don't know if I wouldn't necessarily say a lot
• 9:24
  Speaker 1: and it would be my top choice. I mean, Rubio,
• 9:26
  Speaker 1: I like, I think he's doing some good things.
• 9:29
  Speaker 2: Heg sis.
• 9:30
  Speaker 1: I'm not sure about. He's a little bit over the
• 9:32
  Speaker 1: top for me. But point being is that some of
• 9:35
  Speaker 1: these cabinet members seem to be on points. So is
• 9:38
  Speaker 1: it Trump or is it his advisors that are helping
• 9:41
  Speaker 1: make some of these decisions?
• 9:43
  Speaker 2: Right now, you got to look at this the US
• 9:45
  Speaker 2: job market, because this.
• 9:46
  Speaker 1: Is the one thing that gets impacted, and this is
• 9:48
  Speaker 1: the area that I have been most concerned about for
• 9:51
  Speaker 1: quite some time. You guys know, if you followed me
• 9:53
  Speaker 1: very long, I'm worried about jobs. And this, of course
• 9:56
  Speaker 1: is the worst job numbers that we have seen in
• 9:59
  Speaker 1: a very very long time. This is the benchmark revision
• 10:02
  Speaker 1: to non farm payrolls which continues to go down, which,
• 10:05
  Speaker 1: by the way, don't trust any of the government data
• 10:08
  Speaker 1: that's coming out from BLS. I absolutely think that is
• 10:11
  Speaker 1: already just buckets because this is what we're actually seeing
• 10:14
  Speaker 1: in terms of jobs. This is a problem, I think,
• 10:16
  Speaker 1: and it's only going to start to compound. There's several
• 10:19
  Speaker 1: reasons why it's gonna compound. Part of this is coming
• 10:22
  Speaker 1: into what we'll be talking about here in a second,
• 10:24
  Speaker 1: and that is around where AI implementation will take away
• 10:27
  Speaker 1: white collar jobs, which is gonna get worse out there.
• 10:30
  Speaker 2: But let's talk about this right here.
• 10:32
  Speaker 1: Because Trump's plan b to oppose new tariffs is starting
• 10:36
  Speaker 1: to go because remember we just had the Supreme Court
• 10:38
  Speaker 1: come in strike this down.
• 10:40
  Speaker 2: Can't do it.
• 10:41
  Speaker 1: We're gonna have to refund this money. Whether they get
• 10:43
  Speaker 1: it refund it or not, who knows. Going to be
• 10:45
  Speaker 1: in court for many years to come. Then we're dealing
• 10:49
  Speaker 1: with a whole new strategy where Trump came out there
• 10:52
  Speaker 1: and said, don't worry about We're gonna we're gonna tax you.
• 10:54
  Speaker 2: In other ways. And well, we've got a clip about that,
• 10:57
  Speaker 2: because can he do it?
• 10:58
  Speaker 5: Let's find out the authority that Trump is using right
• 11:03
  Speaker 5: now is also illegal. He's claiming a section one twenty
• 11:09
  Speaker 5: two of the Trade Act, which says that in the
• 11:13
  Speaker 5: context of a balance of payments emergency, that tariffs can
• 11:18
  Speaker 5: be put on for one hundred fifty days up to
• 11:21
  Speaker 5: fifteen percent. We have no balance of payments emergency. He's
• 11:25
  Speaker 5: doing it again. This is a brazen abuse of power.
• 11:30
  Speaker 8: Under the AAEPA tariffs. We have other teriff authorities which
• 11:34
  Speaker 8: have been functioning. Section two thirty two terriffs, Section three
• 11:38
  Speaker 8: oh one tariffs, and Dania. When you say it's a
• 11:41
  Speaker 8: big question, that's bad framing because the Supreme Court didn't
• 11:44
  Speaker 8: even address that the Supreme Court remanded it down to
• 11:48
  Speaker 8: a lower court, and you know, we will follow what
• 11:51
  Speaker 8: they say, but that could be weeks or months when
• 11:54
  Speaker 8: we hear them. So the Supreme Court did not address refunds. Sure,
• 11:58
  Speaker 8: they didn't address refund That is clearly going to be
• 12:01
  Speaker 8: up to you, which is wind No, No, it is
• 12:04
  Speaker 8: not up to me, It is you. It is not
• 12:07
  Speaker 8: up to the administration. It is up to the lower court.
• 12:10
  Speaker 8: Let's just be clear on that. He's such a creep.
• 12:12
  Speaker 8: You don't even know where to start.
• 12:14
  Speaker 5: You stole one hundred and forty billion dollars, give it back, Bessen,
• 12:19
  Speaker 5: or just leave your job, all right, So.
• 12:22
  Speaker 2: There you go.
• 12:22
  Speaker 1: He's calling for Besson's resignation. All built around this. Now
• 12:26
  Speaker 1: you remember, though, I think if you have followed Besson
• 12:29
  Speaker 1: for a little bit of time, you probably remember him
• 12:32
  Speaker 1: and his position on tariffs because he's been very anti
• 12:35
  Speaker 1: tariff for a very long time. But we do know
• 12:38
  Speaker 1: that Trump has been pro tariff all the way back
• 12:40
  Speaker 1: to his original years when he was a real estate
• 12:42
  Speaker 1: muggel in New York. He's been saying this for probably
• 12:45
  Speaker 1: two three decades, that tariff should be the route to take.
• 12:48
  Speaker 1: Maybe that is the origin where all of this is
• 12:50
  Speaker 1: coming from. The real question I think going now into
• 12:54
  Speaker 1: the next phase, which gets into crypto, is the fact
• 12:57
  Speaker 1: that we now are seeing this Coinbase has been aggressively
• 13:00
  Speaker 1: lobbying Washington to preserve, as we know, a key revenue stream.
• 13:05
  Speaker 1: This is a big deal, guys, because this is why
• 13:08
  Speaker 1: we have somewhat of an impasse right now on clarity,
• 13:11
  Speaker 1: and that is coinbase saying we need to protect you
• 13:15
  Speaker 1: as an investor your stable coin yields, right The reality
• 13:20
  Speaker 1: is is that it is protecting a large income sector
• 13:24
  Speaker 1: for coinbas and circle and I just wonder do stable
• 13:28
  Speaker 1: coin yields matter to you? If we could get clarity
• 13:31
  Speaker 1: through DC and yields weren't that big a deal? Would
• 13:37
  Speaker 1: it matter to you? Let me know in the comments.
• 13:39
  Speaker 1: Do you think so yields don't matter? I do fight
• 13:42
  Speaker 1: for yields. Drop that in the comments because I think
• 13:44
  Speaker 1: this is a line in the sand that coinbase is
• 13:46
  Speaker 1: going to eventually have to address one day. The other
• 13:49
  Speaker 1: thing you got to look at is where the market
• 13:51
  Speaker 1: is heading. And one of the things that we are
• 13:53
  Speaker 1: watching and tracking very closely is where software stocks are heading,
• 13:57
  Speaker 1: and a lot of them have lost a third of
• 13:58
  Speaker 1: their value. Since the end of Octiot's over a big
• 14:01
  Speaker 1: dip in this. Some of this has rotated into other assets,
• 14:04
  Speaker 1: but for the most part, software is getting hit the most.
• 14:07
  Speaker 2: All Right.
• 14:08
  Speaker 1: So this was an article that went viral on Twitter,
• 14:10
  Speaker 1: and it's relative to now. This was an article that
• 14:13
  Speaker 1: was based on the twenty twenty eight Global intelligence crisis,
• 14:16
  Speaker 1: so it's written now, but it's an article from the future,
• 14:19
  Speaker 1: so it's looking at forecasting where this is going. The
• 14:22
  Speaker 1: article written by alaf Shaw got into some very interesting details.
• 14:26
  Speaker 1: One of the things that I would recommend everybody go
• 14:29
  Speaker 1: read this, but I wanted to highlight one specific area
• 14:32
  Speaker 1: that is a little spooky, and that is this area
• 14:35
  Speaker 1: right here. Okay, agents AI agents now went looking for
• 14:40
  Speaker 1: the faster and cheaper options than cards. Most settled on
• 14:44
  Speaker 1: using stable coins via Salana or ethereum l twos where
• 14:49
  Speaker 1: the settlement was near instant and the transaction costs was
• 14:52
  Speaker 1: measured in a fraction of a penny. Now, the point
• 14:55
  Speaker 1: that he gets into this article is that the agents
• 14:58
  Speaker 1: are going to get to this point where they're not
• 15:01
  Speaker 1: like you and I, all right, where we kind of
• 15:03
  Speaker 1: don't change our phone bill, we don't change our platform that.
• 15:08
  Speaker 2: We use for social media marketing.
• 15:11
  Speaker 1: We don't change things because we're lazy and it's too messy,
• 15:15
  Speaker 1: right ais are not that way. Agents are going to
• 15:19
  Speaker 1: go out there and their mission is to create less friction,
• 15:24
  Speaker 1: more and more less friction, and I think that's the point.
• 15:27
  Speaker 2: Look at payment rails right here.
• 15:29
  Speaker 1: This is the diagram that they put in there, the
• 15:31
  Speaker 1: agentic stable coin transaction. This is the comparison of what
• 15:34
  Speaker 1: this would be in twenty twenty eight versus where you're
• 15:37
  Speaker 1: dealing at right now. This is terrible for any of
• 15:42
  Speaker 1: anybody in the finance industry, especially when you look at Visa, MasterCard,
• 15:45
  Speaker 1: et cetera. This will essentially completely replace how we all
• 15:50
  Speaker 1: make payments. And this is coming. It's now on the pipeline.
• 15:54
  Speaker 1: I think it's coming faster than you think. If you
• 15:56
  Speaker 1: guys have been following anything around open Claw and what
• 15:59
  Speaker 1: has happened with the agents just in the last ninety days,
• 16:03
  Speaker 1: the opportunity, can you imagine what this would look like
• 16:05
  Speaker 1: in two years. Here we are in twenty twenty six.
• 16:08
  Speaker 1: This is going to be a huge hit.
• 16:10
  Speaker 2: All right.
• 16:10
  Speaker 1: So I've got a clip here. This is the author
• 16:12
  Speaker 1: of the article. And because it went so viral, and
• 16:16
  Speaker 1: they asked him to come in and explain that the
• 16:19
  Speaker 1: timeline here because this is all going into twenty twenty eight.
• 16:23
  Speaker 2: Listen to what he had say.
• 16:24
  Speaker 6: Yeah, I was I thought there was going to be
• 16:26
  Speaker 6: a small reaction. It was definitely larger than we expected.
• 16:30
  Speaker 6: But I think it's not that surprising when you take
• 16:32
  Speaker 6: a step back and consider kind of where the markets
• 16:34
  Speaker 6: are in the US. You know, the AI trade has
• 16:36
  Speaker 6: been going on for three and a half years. It's
• 16:38
  Speaker 6: been more or less a straight line up, and AI
• 16:41
  Speaker 6: has gotten a lot more powerful in the last six months,
• 16:43
  Speaker 6: and it's going to start changing. Not you know, it's
• 16:46
  Speaker 6: not just going to accrue to the benefit of you know,
• 16:49
  Speaker 6: every corporation and you know, every foundation lab in every
• 16:52
  Speaker 6: semiconductor company, but instead it's starting to disperse and figure out, Hey,
• 16:56
  Speaker 6: who the winner's going to be and who the loser
• 16:58
  Speaker 6: is going to be. And so, you know, software is
• 17:00
  Speaker 6: the best example. The markets have been selling software for
• 17:03
  Speaker 6: almost a year now on the AI threat, but they
• 17:06
  Speaker 6: really accelerated in the last few weeks. And this is
• 17:08
  Speaker 6: you know, the problem with this if you're long software
• 17:10
  Speaker 6: is there's nothing to actually disprove the thesis because the
• 17:13
  Speaker 6: thesis is a few years out, it's not today, but
• 17:16
  Speaker 6: you have not much to stand on because ultimately that
• 17:19
  Speaker 6: thesis is going to get stronger as AI itself gets stronger.
• 17:22
  Speaker 6: And so we just start entering a really kind of
• 17:25
  Speaker 6: highly vote time in the markets because the timelines are short,
• 17:29
  Speaker 6: but they're you know, the things are in fact happening now.
• 17:33
  Speaker 1: Okay, So I totally agree with him is that the
• 17:35
  Speaker 1: timeline could be much shorter and it will be much
• 17:38
  Speaker 1: more volatile than I think a lot of people anticipate.
• 17:42
  Speaker 1: And one of the things that I think when you
• 17:44
  Speaker 1: look at where this market is right now and you
• 17:47
  Speaker 1: kind of look at the dynamic around shifting power zones,
• 17:51
  Speaker 1: we're already starting to see this and way research is done,
• 17:54
  Speaker 1: we're starting to see it now, I think in the
• 17:56
  Speaker 1: white collar space, which I'll talk about in a second,
• 17:59
  Speaker 1: but we're also seeing it in other very key areas
• 18:02
  Speaker 1: which are mostly compute power. And this of course gets
• 18:04
  Speaker 1: into this right here. Austin Federi, who's breaking down hy
• 18:07
  Speaker 1: bitcoin miners are basically abandon the mining concept for AI.
• 18:11
  Speaker 1: And even when bitcoin was at one hundred and twenty K,
• 18:14
  Speaker 1: data centers were shutting down and pivoting. So and the
• 18:18
  Speaker 1: reason is that AI pays more for the same power.
• 18:20
  Speaker 1: So the point being is that maybe there is a
• 18:23
  Speaker 1: whole dynamic that starts to put more pressure on bitcoin.
• 18:26
  Speaker 1: It starts to put more pressure on a whole layer
• 18:29
  Speaker 1: of infrastructure, which puts more pressure on traditional finance, meaning
• 18:34
  Speaker 1: the stock market, the S and P. There's going to
• 18:36
  Speaker 1: be some winners here, and there's going to be some big,
• 18:38
  Speaker 1: big losers, very similar guys to what we saw in
• 18:42
  Speaker 1: the early days of the Internet, where there were some
• 18:44
  Speaker 1: winners and there were some big, big losers. Now get this,
• 18:48
  Speaker 1: this is and I think this is a kind of
• 18:49
  Speaker 1: a missing piece that people aren't really paying attention to,
• 18:53
  Speaker 1: and that that government, that's the government.
• 18:55
  Speaker 2: I think this will happen.
• 18:56
  Speaker 1: Governments will consider taxing AI to cushion the effect of
• 19:00
  Speaker 1: job losses. And let's look forward again back to this
• 19:02
  Speaker 1: article of what Shaw was talking about. Let's say two
• 19:05
  Speaker 1: years from now, that you're able to reduce your white
• 19:09
  Speaker 1: collar workforce by thirty percent. You just took thirty percent
• 19:14
  Speaker 1: of the federal income tax off the table, which is
• 19:17
  Speaker 1: all now into an automatic Now, granted, that might make
• 19:20
  Speaker 1: its way into other areas self employment, possibly new innovation,
• 19:24
  Speaker 1: more companies being built. Many people would argue that, But
• 19:27
  Speaker 1: the key here is there's going to be a zone
• 19:29
  Speaker 1: in here where there's a lot of job loss with exception,
• 19:33
  Speaker 1: I think of what will be the blue collar sector
• 19:36
  Speaker 1: out there, and I think that is going to cause
• 19:38
  Speaker 1: a major tax deficiency overall. So get ready, it's going
• 19:42
  Speaker 1: to hit, and it's going to hit hard. Now let's
• 19:45
  Speaker 1: go over to bitcoin real quick. Bitcoin now is starting
• 19:47
  Speaker 1: to zone in on a new fair value gap, which
• 19:50
  Speaker 1: some people are pointing at around forty five k. I'd
• 19:52
  Speaker 1: like to know if you guys think that is a case.
• 19:54
  Speaker 1: If we don't get clarity, I think this could go
• 19:56
  Speaker 1: even much lower than that. Including the and even Solana,
• 20:01
  Speaker 1: we will see all time lows, maybe at least over
• 20:05
  Speaker 1: the last several cycles. Do we get down to an
• 20:08
  Speaker 1: eight dollars salon again, I don't think so, but we
• 20:10
  Speaker 1: could hit a nine hundred dollars ethereum. So if that
• 20:14
  Speaker 1: does happen, how would you play this market? Are you
• 20:16
  Speaker 1: still committed to digital assets? Would you come back in
• 20:20
  Speaker 1: and come in right now at that kind of Are
• 20:22
  Speaker 1: you dca ing all the way down into these zones
• 20:24
  Speaker 1: right now? Especially with bitcoin holivering around what could be
• 20:27
  Speaker 1: sixty k any minute now. Other things I want to
• 20:30
  Speaker 1: hit on because this is the seeds of the next
• 20:31
  Speaker 1: bull cycle in crypto that are becoming a little bit
• 20:34
  Speaker 1: more clear.
• 20:35
  Speaker 2: Some of these I agree with.
• 20:36
  Speaker 1: This AI sucks all the air out of the room
• 20:38
  Speaker 1: for the six months, I agree with that. I think
• 20:40
  Speaker 1: it's going to be longer than six months. So I
• 20:42
  Speaker 1: think the innovations that are going to come may start
• 20:46
  Speaker 1: to surprise us, and that could be a big deal.
• 20:49
  Speaker 1: There will be some things, my word, in twenty twenties.
• 20:52
  Speaker 1: This year, I'm predicting that there will be a major
• 20:55
  Speaker 1: AI breakthrough that will cause much like what we saw
• 21:00
  Speaker 1: the invention or innovation that Nvidia did with processing chips
• 21:05
  Speaker 1: versus GPU. I think that may end up being something
• 21:09
  Speaker 1: that big coming this year. CAPEX fears become pronounced going
• 21:12
  Speaker 1: in the summer, maybe clarity quietly passes. I don't think
• 21:15
  Speaker 1: it quietly passes. When it passes, this will be a
• 21:21
  Speaker 1: huge explosion in the market. I think the opportunity will
• 21:25
  Speaker 1: be Now will it immediately affect the market?
• 21:28
  Speaker 2: That I do not think will happen.
• 21:30
  Speaker 1: I think that's going to take some time, and I
• 21:32
  Speaker 1: think it will be a major fintech or a major
• 21:35
  Speaker 1: traditional finance company that codifies why it mattered in the
• 21:40
  Speaker 1: first place. That will cause the boom to happen, and
• 21:42
  Speaker 1: that could be six months, three months, who knows where
• 21:45
  Speaker 1: On that AI fears lead to lower rates that I
• 21:49
  Speaker 1: agree with. I think stable coins will explode in that area.
• 21:52
  Speaker 1: Persistently lower rates from the AI deflation lead to volatility,
• 21:56
  Speaker 1: no doubt about that. This is going to create a
• 21:58
  Speaker 1: whole new layer on jobs which the FED is not
• 22:01
  Speaker 1: really capable of dealing with. Trading of crypto assets will
• 22:04
  Speaker 1: take off. I think this will happen, but I think
• 22:06
  Speaker 1: it's going to be AI making the trades. I think
• 22:08
  Speaker 1: we're going to see a lot more AI tools being
• 22:11
  Speaker 1: integrated into whether it's the exchanges, the decks, is just
• 22:14
  Speaker 1: more opportunities here. We coins are going to get left
• 22:17
  Speaker 1: for dead without I think we're going to narrow the
• 22:20
  Speaker 1: gap quickly. Many people think this is just going to explode.
• 22:23
  Speaker 1: I don't think so, because I think attention is going
• 22:26
  Speaker 1: to take control and if we do get into AI trading,
• 22:29
  Speaker 1: they're going to find the best and fastest way to
• 22:33
  Speaker 1: the best and fastest assets. And I think AI isn't.
• 22:37
  Speaker 1: The first thing it does not do is it doesn't
• 22:40
  Speaker 1: get emotional. You and I we get emotional all the time.
• 22:44
  Speaker 1: AI is not getting emotional. So be on the lookout.
• 22:46
  Speaker 1: That's the kind of things they are going to happen.
• 22:48
  Speaker 1: Let's get into this because one theme is centering around
• 22:52
  Speaker 1: the entire market right now. And I'm not talking about
• 22:54
  Speaker 1: just clarity. I'm talking about all of the economies around
• 22:58
  Speaker 1: the world.
• 22:58
  Speaker 2: Listen to this clip.
• 23:00
  Speaker 4: Did you hear and get any clarity from Ambassador Agreer
• 23:04
  Speaker 4: about what's going to happen next?
• 23:06
  Speaker 9: I'm not so sure. You know, it's a bit like driving.
• 23:11
  Speaker 9: You want to know the rules of the road before
• 23:14
  Speaker 9: you get in the car. It's the same with trade.
• 23:18
  Speaker 9: It's the same with investment. You want to know what
• 23:21
  Speaker 9: the rules are and you want to avoid having to,
• 23:24
  Speaker 9: you know, come back and claim tariff's back because this
• 23:27
  Speaker 9: is just not the purpose of people doing business. They
• 23:31
  Speaker 9: want to do business.
• 23:33
  Speaker 1: So that was Krystal Guard, the head of the ECB,
• 23:35
  Speaker 1: and you have to listen. I don't agree with her
• 23:39
  Speaker 1: on many things. I agree with her on one thing,
• 23:41
  Speaker 1: and that is that you need to know the rules
• 23:43
  Speaker 1: of the road. And I think Clarity is the issue.
• 23:45
  Speaker 1: I'm not talking about just Clarity Act. Clarity Act is
• 23:48
  Speaker 1: needed for crypto. Clarity in general is needed for the
• 23:52
  Speaker 1: global economy. Clarity is needed for global agreements, and that
• 23:58
  Speaker 1: gets into conflicts and all sorts of things, and then
• 24:01
  Speaker 1: you have just the need for clarity in the infrastructure
• 24:05
  Speaker 1: of how we're going to do business. That's another factor
• 24:08
  Speaker 1: that's still up in the air, mainly because of the
• 24:10
  Speaker 1: advancement of what we're seeing right now in technology and
• 24:12
  Speaker 1: crypto as leading the way. So I agree with her
• 24:16
  Speaker 1: it is probably should be the word of the year
• 24:18
  Speaker 1: is clarity. Thomas Lee you guys know him over at Funstratt.
• 24:24
  Speaker 1: As barish as it feels out there, keep in mind
• 24:26
  Speaker 1: stocks in crypto bottom on bad news, not good news.
• 24:30
  Speaker 2: So we're in the bits.
• 24:32
  Speaker 1: I think we're in the midst of a wave of
• 24:33
  Speaker 1: bad news, and I would agree with that right now
• 24:36
  Speaker 1: we are yet to hear all the bad news, so
• 24:38
  Speaker 1: be on the lookout. I know it sounds bad, there's
• 24:40
  Speaker 1: a little bit doom and gloom, but maybe this could
• 24:44
  Speaker 1: actually get to the point of marking a bottom, and
• 24:47
  Speaker 1: that really, at the end of the day is what
• 24:49
  Speaker 1: matters the most. So we're going to cover this in more.
• 24:51
  Speaker 1: I know there's a lot yet to hit this week
• 24:54
  Speaker 1: that we'll be covering, including maybe some more news because
• 24:56
  Speaker 1: Clarity's possibility of passing just dropped dramatically.
• 25:00
  Speaker 2: Stay tuned here.
• 25:07
  Speaker 1: If you like this video, hit like and subscribe, drop
• 25:10
  Speaker 1: a comment down below, and also join our free private
• 25:13
  Speaker 1: member group the links in the description mm hmm