Latest / The Paul Barron Crypto Show / Fed Meeting Volatility Week Incoming📉Crypto Market Update

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Fed Meeting Volatility Week Incoming📉Crypto Market Update · The Paul Barron Crypto Show

• 0:06
  Speaker 1: FOMC volatility this week or not.
• 0:08
  Speaker 2: I'll break it down for you. My name is Paul Barren.
• 0:10
  Speaker 2: Welcome back into the show. Let's get started. I do
• 0:12
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• 0:46
  Speaker 2: the place to be. Let's go to a couple of points.
• 0:49
  Speaker 2: I want to get on quickly. FED week is here.
• 0:52
  Speaker 2: FOMC meeting will be this week. Everybody's been kind of
• 0:54
  Speaker 2: looming in on that July statement, and that is whether
• 0:57
  Speaker 2: or not we're going to see a rate cut, and
• 1:00
  Speaker 2: the biggest case right now Calcia, along with Polymarket, all
• 1:03
  Speaker 2: well above ninety five percent that there is no change
• 1:06
  Speaker 2: this week in rates, even though we have continued to
• 1:09
  Speaker 2: see pressure from the Trump administration and a lot of
• 1:13
  Speaker 2: his major generals who have been putting pressure on Chair Pale.
• 1:17
  Speaker 2: Let's get into a little bit of what the market
• 1:19
  Speaker 2: thinks is going to happen.
• 1:19
  Speaker 3: Take a look consequential week for the economy of FED
• 1:22
  Speaker 3: meeting tariff deadline, jobs report.
• 1:25
  Speaker 4: It's the busiest week.
• 1:26
  Speaker 5: Look, it is a very big week. Most economists believe
• 1:30
  Speaker 5: they are descent. But we'll see what the Fed does
• 1:32
  Speaker 5: in terms of incorporating that notion that the Fed could
• 1:35
  Speaker 5: cut now perhaps into the statement into the outlook for
• 1:38
  Speaker 5: a September cut. Take a quick look at the probabilities
• 1:40
  Speaker 5: there you go FED in play for July, but we
• 1:43
  Speaker 5: also have the probability sixty six percent for September, and
• 1:47
  Speaker 5: just looking at I want to do July, two point
• 1:49
  Speaker 5: one percent is a really very low probability for July.
• 1:52
  Speaker 5: But then two cuts built in for this year sixty
• 1:55
  Speaker 5: seven percent of September, sixty three for December. So the
• 1:58
  Speaker 5: stock market does not seem to be worried about this.
• 2:01
  Speaker 5: There are some economics economists that are writing about the
• 2:04
  Speaker 5: idea that maybe the stock market is a little bit
• 2:06
  Speaker 5: divorced from the economic outlook. But then again, a lot
• 2:09
  Speaker 5: of this seems driven by the outlook and the hope
• 2:12
  Speaker 5: for tech.
• 2:13
  Speaker 2: All right, So, as you can see, there a few
• 2:15
  Speaker 2: analysts kind of in the camp around July, and I
• 2:18
  Speaker 2: was kind of in that camp as well. I'm still
• 2:21
  Speaker 2: a little skittish on the idea of July, but there
• 2:23
  Speaker 2: are key factors that are in play right now that
• 2:26
  Speaker 2: the FED is probably considering.
• 2:29
  Speaker 1: It would be interesting if we.
• 2:30
  Speaker 2: Did get a ray cut, because this would prove polymarket wrong,
• 2:32
  Speaker 2: because polymarket is setting US at at ninety eight percent
• 2:36
  Speaker 2: right now. In terms of the probability of no cut,
• 2:39
  Speaker 2: you look at September that starts to drop down. We
• 2:42
  Speaker 2: just showed this earlier and then out into October that
• 2:46
  Speaker 2: one is still at fifty to fifty. So I don't
• 2:48
  Speaker 2: know that it would stretch to December. So could we
• 2:50
  Speaker 2: see a possible September, October, December if we don't get
• 2:54
  Speaker 2: a July. All of this depends on how things play
• 2:57
  Speaker 2: out in inflation, and of course a lot of that
• 3:00
  Speaker 2: driving that, of course, is whether or not Trump continues
• 3:03
  Speaker 2: to put more pressure. And this, of course is what's
• 3:06
  Speaker 2: happening right now. He's talking about Trump or excuse me,
• 3:09
  Speaker 2: Powell leaving soon. And sure, of course he's going to
• 3:11
  Speaker 2: be leaving soon, because this term is up next year.
• 3:13
  Speaker 2: I think it's in May, and that is most likely
• 3:15
  Speaker 2: going to be cycling out towards the end of the
• 3:17
  Speaker 2: year anyway, prepping for next generation.
• 3:20
  Speaker 1: And remember that's how a lot of markets are already.
• 3:23
  Speaker 2: Playing this is that what was it they called it,
• 3:25
  Speaker 2: you know, kind of the shadow chair that eventually we
• 3:29
  Speaker 2: know that that's going to happen, market is prepping for
• 3:32
  Speaker 2: that and starting to accommodate accordingly. That's why we're seeing
• 3:35
  Speaker 2: S and P at the rate we are now, interest
• 3:37
  Speaker 2: rates cuts, our coming inflation is stabilizing near target time
• 3:41
  Speaker 2: is ticking, and the Fed needs to stop being late.
• 3:43
  Speaker 1: If you look at trueflation.
• 3:45
  Speaker 2: Right now again back down to two percent after we
• 3:48
  Speaker 2: clipped up a little bit and dropped down to as
• 3:50
  Speaker 2: far as one point sixty six there on July ninth,
• 3:54
  Speaker 2: So still stabilize if you look at really where we've
• 3:57
  Speaker 2: been since March.
• 3:58
  Speaker 1: Let's just cruise in here.
• 4:00
  Speaker 2: At two point one percent on February this, of course
• 4:04
  Speaker 2: was after that full on decline right there at the
• 4:07
  Speaker 2: top of the peak right there if I can get
• 4:10
  Speaker 2: to it, okay, at three point one, and that of
• 4:11
  Speaker 2: course was back in December. So it has been a
• 4:14
  Speaker 2: consistent decline down, stabilizing with the market, even with a
• 4:18
  Speaker 2: lot of these trade deals that have been in place.
• 4:21
  Speaker 2: Let's go over to a couple of other things that
• 4:23
  Speaker 2: I want to showcase here today, because one of the
• 4:24
  Speaker 2: things is if you look at the market in performance
• 4:27
  Speaker 2: wise after FED cuts, well here's the example right there.
• 4:30
  Speaker 2: Let me kind of zoom in on that for you guys,
• 4:32
  Speaker 2: nineteen seventy three, nineteen eighty eighty two, and then all
• 4:36
  Speaker 2: the way up to ninety eight and twenty nineteen. But
• 4:37
  Speaker 2: the key here is it's been averaging around five percent
• 4:41
  Speaker 2: on a six month and a one year, with some
• 4:43
  Speaker 2: of the years performing excellently. If you look at nineteen
• 4:47
  Speaker 2: eighty two, that was the one after one of the
• 4:49
  Speaker 2: biggest market crashes ever, thirty six percent after the first year,
• 4:53
  Speaker 2: that was a big return. Where we are trading right now,
• 4:55
  Speaker 2: I don't know if that necessarily is going to see
• 4:57
  Speaker 2: those kind of numbers. I think we're probably somewhere in
• 4:59
  Speaker 2: that five percent range, which is still very good for
• 5:03
  Speaker 2: an S and P. Where I think you'll see a
• 5:04
  Speaker 2: lot of the move is going to be in risk markets.
• 5:07
  Speaker 2: Here's James fishback. He is continuing to put some pressure
• 5:10
  Speaker 2: on this. Remember this is the dose guy trying to
• 5:13
  Speaker 2: put some pressure, and this is a Zoria versus Powell
• 5:17
  Speaker 2: and the FED, and they're trying to basically get access
• 5:20
  Speaker 2: to these meetings that are happening prior to the announcement
• 5:23
  Speaker 2: when they kind of air that there's no rate cut
• 5:25
  Speaker 2: or there's going to be a ray cut, and they
• 5:28
  Speaker 2: want access. And I think this is something that is
• 5:30
  Speaker 2: more of grandstanding.
• 5:32
  Speaker 1: We'll see how it goes.
• 5:33
  Speaker 2: But here he is talking about take a look.
• 5:36
  Speaker 3: If Jerome Powell is not being political. They have a
• 5:38
  Speaker 3: meeting coming up next week, right Jackie, open that meeting
• 5:41
  Speaker 3: up to the public. That's my challenge to Jerome Powell,
• 5:44
  Speaker 3: if you're not being a political pannikin, then open that
• 5:48
  Speaker 3: meeting up so we can all see if you're actually
• 5:50
  Speaker 3: deciding rates on the merits, on the economic facts and realities,
• 5:54
  Speaker 3: then let's see the meeting. The problem is the FED
• 5:57
  Speaker 3: is contravening transparency law keeping these meetings closed to the public,
• 6:02
  Speaker 3: and so it's no wonder that the President and so
• 6:04
  Speaker 3: many others, myself included, are rightly frustrated. We have no
• 6:08
  Speaker 3: idea what is actually going into the Fed's thinking.
• 6:11
  Speaker 6: Worry though, if you open those meetings up, then you'd
• 6:13
  Speaker 6: open yourself up to lobbyists, because then you're basically telling
• 6:16
  Speaker 6: the other sides exactly which FED governor thinks.
• 6:18
  Speaker 7: One way, Who do you have.
• 6:20
  Speaker 5: To work on?
• 6:20
  Speaker 4: I mean, isn't there some value to having the opacity
• 6:24
  Speaker 4: to that?
• 6:24
  Speaker 6: Means?
• 6:24
  Speaker 3: I don't think there's ever value to shying away from transparency, right.
• 6:27
  Speaker 3: I'm glad that Congress is open to the public's our
• 6:29
  Speaker 3: courts are. My challenge to your own, Powell is, if
• 6:32
  Speaker 3: you are a good man, if you're doing the right thing,
• 6:34
  Speaker 3: open that meeting up. Otherwise you're hiding something, all.
• 6:37
  Speaker 2: Right, So a lot of grandstanding. We've seen this guy before,
• 6:40
  Speaker 2: a lot of grand staying. I would you know, he's
• 6:42
  Speaker 2: kind of an interesting, crazy kind of person. I would
• 6:46
  Speaker 2: agree with the analyst there is that opening this up
• 6:48
  Speaker 2: is not necessarily the best thing for the markets. It
• 6:52
  Speaker 2: and done the way it is, which is in private
• 6:55
  Speaker 2: meetings where they're basically negotiating a lot of this. It
• 6:57
  Speaker 2: definitely would start to move the markets very interestingly if
• 7:01
  Speaker 2: you started to see that kind of transparency. I just
• 7:03
  Speaker 2: don't think it's going to happen. Much like you don't
• 7:05
  Speaker 2: open up, you know, national security meetias. You don't open
• 7:07
  Speaker 2: up meetings that have real effect on all these exterior markets.
• 7:12
  Speaker 2: All right, So what is happening though is trade deals.
• 7:14
  Speaker 2: And of course here's the statement right here, Trump course
• 7:17
  Speaker 2: says the US has reached a trade deal with the EU.
• 7:20
  Speaker 2: Some of the things that the deal includes agreement on
• 7:22
  Speaker 2: zero tariffs on the open trade side, E you to
• 7:25
  Speaker 2: buy up to seven or fifty billion of US energy.
• 7:27
  Speaker 2: I think there's also some defense deals in there, E
• 7:30
  Speaker 2: you to purchase vast.
• 7:31
  Speaker 1: Amounts of US automotive. We'll see how that goes.
• 7:33
  Speaker 2: Tariffs also on automotive automobiles reduced to fifteen percent. This
• 7:37
  Speaker 2: is going to be an interesting because it's fifteen percent
• 7:40
  Speaker 2: from US going to them and fifteen percent from them
• 7:42
  Speaker 2: going to US, so that is, you know, kind of
• 7:44
  Speaker 2: equals out.
• 7:45
  Speaker 1: But the point is, how is this.
• 7:47
  Speaker 2: Going to affect inflation? I know there's a lot of
• 7:49
  Speaker 2: people out there that this affects a lot of industries,
• 7:51
  Speaker 2: including the beverage industry, wine, liquor, et cetera. It's going
• 7:55
  Speaker 2: to affect certain luxury items, especially in the automotive category.
• 7:59
  Speaker 2: You could see Mercedes portion BMW although starting to play
• 8:01
  Speaker 2: into this. This is going to get interesting. We'll see
• 8:04
  Speaker 2: how it plays. Of course, right here was his statement
• 8:07
  Speaker 2: that he announced the trade deal. All goods over six
• 8:10
  Speaker 2: hundred billion and twenty twenty four import of the US
• 8:13
  Speaker 2: will be hit now with a fifteen percent tariff.
• 8:16
  Speaker 1: So there you go.
• 8:17
  Speaker 2: Another awful deal that drives up inflation, is what people
• 8:20
  Speaker 2: are saying. I'm kind of on the fence of whether
• 8:23
  Speaker 2: or not this actually happens. Key here is remember that
• 8:26
  Speaker 2: these companies and international clients want access to the biggest
• 8:32
  Speaker 2: market in the world for them. You have to remember
• 8:35
  Speaker 2: the United States for most countries is the biggest market
• 8:38
  Speaker 2: in the world for them. So I think they're probably
• 8:41
  Speaker 2: going to do some deals to be more competitive. Still,
• 8:44
  Speaker 2: deal with the tariffs, because they've been fielding those for
• 8:47
  Speaker 2: quite some time where they haven't paid them and have
• 8:49
  Speaker 2: continued to basically gig the American economy for those kind
• 8:52
  Speaker 2: of prices. So we'll see plays out other things by
• 8:56
  Speaker 2: now pay later.
• 8:57
  Speaker 1: This is not a good sign.
• 8:58
  Speaker 2: Transaction volume is expect to reach record high at one
• 9:01
  Speaker 2: hundred and sixteen seven billion. This is twenty twenty five.
• 9:05
  Speaker 2: Remember this is going to be double the twenty two time.
• 9:07
  Speaker 5: Now.
• 9:07
  Speaker 1: Remember I will say this though, that.
• 9:10
  Speaker 2: In twenty two there were very few by now pay
• 9:13
  Speaker 2: later programs, and I think it's just the proliferation of
• 9:16
  Speaker 2: Klarna and many of the companies that are doing this.
• 9:18
  Speaker 2: Almost every e commerce platform out there offers this now,
• 9:22
  Speaker 2: So it may just be more of a cycle that
• 9:26
  Speaker 2: has been more exposure to this. If it is in
• 9:29
  Speaker 2: fact the fact that people want that instead, maybe they're
• 9:33
  Speaker 2: doing buy now, pay later, and they're repositioning that cash
• 9:36
  Speaker 2: into investments, you don't know those kind of things. That
• 9:38
  Speaker 2: is a high number, and you can kind of see
• 9:40
  Speaker 2: the chart right there. They are piling on debt like
• 9:43
  Speaker 2: never before. Dave Ramsey would definitely not like that, but
• 9:46
  Speaker 2: Robert Kiyosaki would, all right. So here, of course his
• 9:49
  Speaker 2: news on a eve trying to break the four K wall.
• 9:52
  Speaker 2: Right now, people are kind of looking at this and say,
• 9:54
  Speaker 2: maybe this time is a little different. It tried this
• 9:56
  Speaker 2: three different times in twenty twenty four. That was back
• 9:58
  Speaker 2: in February twenty twenty four and it failed, but remember
• 10:02
  Speaker 2: still a lot of pressure on the regulatory front that's gone.
• 10:05
  Speaker 2: Most likely if the only thing that would possibly slow
• 10:09
  Speaker 2: it down is if we don't get a market structure
• 10:11
  Speaker 2: build through. I still think we will get a market
• 10:13
  Speaker 2: structure build through, and maybe the market is forecasting that.
• 10:16
  Speaker 2: The other thing that plays into this is the fact
• 10:18
  Speaker 2: that we are now seeing treasury companies play out strategically.
• 10:22
  Speaker 1: In open Wall Street.
• 10:23
  Speaker 2: All of this is very positive for ETH, and I
• 10:25
  Speaker 2: think it's just a matter the minute it goes through
• 10:27
  Speaker 2: four K. I think it is maybe the next potential
• 10:31
  Speaker 2: parabolic move for ETH.
• 10:33
  Speaker 1: Capital rotation playbook.
• 10:35
  Speaker 2: Right now people are trad fis deploying into ETH ETFs
• 10:38
  Speaker 2: plus treasury buys, and then Native Crypto is stacking infrastructure
• 10:42
  Speaker 2: power through validators, which I agree a lot of people
• 10:46
  Speaker 2: are starting to raise money for ETH, and Jupiter is
• 10:49
  Speaker 2: also now the seventh largest salon of validators, so different venues,
• 10:54
  Speaker 2: but it's all the same game.
• 10:55
  Speaker 1: I would agree with this tweet. That's a good analysis
• 10:58
  Speaker 1: of it.
• 10:58
  Speaker 2: I want to go to a clip real quick because
• 10:59
  Speaker 2: this is Pampliano talking about bitcoin, and we'll explain a
• 11:04
  Speaker 2: little bit more about this, but watch this clip having a.
• 11:06
  Speaker 4: Lot of people on talk about stable coins.
• 11:10
  Speaker 6: Yeah, well nicely about stable coins is they don't go
• 11:12
  Speaker 6: anywhere other than stay at one dollars, so you know
• 11:14
  Speaker 6: they can grow in market cap size in terms of
• 11:16
  Speaker 6: how many people are using them. But I don't think
• 11:18
  Speaker 6: people really use stable coins as a comparison to bitcoin
• 11:21
  Speaker 6: or all coins where they're looking to try to drive
• 11:23
  Speaker 6: some sort of financial performance.
• 11:25
  Speaker 3: What's the next big big thing for to move bitcoin higher?
• 11:29
  Speaker 4: What do you think because it seems like you've gotten
• 11:31
  Speaker 4: everything you wanted, haven't at this point.
• 11:33
  Speaker 1: Oh, there's still a lot more than we do.
• 11:35
  Speaker 6: Were the United States government at some points going announce
• 11:38
  Speaker 6: that they're buying bitcoin?
• 11:40
  Speaker 2: All right, So a couple of points that Anthony was
• 11:42
  Speaker 2: making there. I think the biggest challenge is still the rotation.
• 11:46
  Speaker 2: Remember markets move with consistency how markets move, and that
• 11:51
  Speaker 2: is in most cases looking at other investment opportunities as
• 11:54
  Speaker 2: things cycle through natural evolution of how markets work. If
• 11:58
  Speaker 2: you look at the bitcoin eat here's a good example,
• 12:01
  Speaker 2: continue to decline there, as you can see in the chart,
• 12:04
  Speaker 2: all the way from its high. And this was back
• 12:06
  Speaker 2: on July tenth, so it's been slowly ticking down sideways
• 12:09
  Speaker 2: on the price dominance is dropping, and then of course
• 12:13
  Speaker 2: you flip over to ETH and we are starting to
• 12:15
  Speaker 2: see slowly ticking up and we have not seen a
• 12:19
  Speaker 2: real parabolic move like what we've seen with bitcoin ETF.
• 12:22
  Speaker 2: So I think this is the cycle now where Bitcoin
• 12:25
  Speaker 2: is finally starting to adjust more of a sideways association
• 12:29
  Speaker 2: of how the market will play, and ETH is now
• 12:32
  Speaker 2: the game, and this is including institutional capital, and I
• 12:34
  Speaker 2: think we'll continue to see more innovation coming out of
• 12:37
  Speaker 2: treasury companies, So all of this playing in its benefit. Here,
• 12:41
  Speaker 2: of course, is Scott Melker talking about I hate to
• 12:44
  Speaker 2: even think this, but I'm a huge fan of bitcoin
• 12:47
  Speaker 2: treasury companies, but raising debt to buy bitcoin could be
• 12:49
  Speaker 2: the next bubble.
• 12:50
  Speaker 1: I mean, you have to think.
• 12:51
  Speaker 2: About this because this is exactly what Saylor has been
• 12:53
  Speaker 2: doing for years and he's in a good position now.
• 12:56
  Speaker 1: Could these companies.
• 12:57
  Speaker 2: Maybe start to leverage DeFi yeah, and maybe start some
• 13:01
  Speaker 2: earnings on that.
• 13:03
  Speaker 1: That would be the strategy.
• 13:04
  Speaker 2: I think that a lot of companies should be looking at,
• 13:06
  Speaker 2: and that is other revenue sources, because that's what's happening
• 13:09
  Speaker 2: right now with the ETH treasury companies. They're looking at
• 13:12
  Speaker 2: other revenue sources and that is what will solidify these
• 13:16
  Speaker 2: markets going forward. And I think bitcoiners need to just
• 13:19
  Speaker 2: wake up that yes they do need DeFi, and yes
• 13:21
  Speaker 2: they need all coins.
• 13:23
  Speaker 1: The esh coins are.
• 13:26
  Speaker 2: Going to be needed to be able to see those
• 13:28
  Speaker 2: kinds of innovation points even around Bitcoin going forward. Other
• 13:32
  Speaker 2: points I want to get at eth is a much
• 13:33
  Speaker 2: better treasury asset. This is a good explanation of it.
• 13:35
  Speaker 2: A rock that collects us while you custody with coinbase.
• 13:39
  Speaker 2: Even though if that is now starting to get deployed
• 13:43
  Speaker 2: into Defire something of that nature, now you start earning,
• 13:47
  Speaker 2: I like that you could also start lending against it,
• 13:49
  Speaker 2: putting that asset to work. There's so many different ways
• 13:52
  Speaker 2: that some of these companies could really deploy some strategies
• 13:55
  Speaker 2: around this, and I anticipate this will happen, so it's
• 13:58
  Speaker 2: just a matter of time. Here course is Hunter Horsley
• 14:01
  Speaker 2: talking about, and I agree with this statement right here
• 14:04
  Speaker 2: is that the iPhone launch, within just a few years,
• 14:08
  Speaker 2: every business, mobile app, mobile strategy, everybody was on it.
• 14:12
  Speaker 2: Right you guys remember that. I remember people fighting it
• 14:14
  Speaker 2: so much from a BlackBerry crowd and the crappy crowd
• 14:17
  Speaker 2: of you know, next generation phones that they thought I
• 14:20
  Speaker 2: remember it was Nokia. And you know what was the
• 14:22
  Speaker 2: other telecom out of Germany that thought they were going
• 14:25
  Speaker 2: to just explode?
• 14:25
  Speaker 1: No, it was the iPhone.
• 14:27
  Speaker 2: And I think that's where we are right now, with
• 14:29
  Speaker 2: a genius act and it's all coming into in most
• 14:32
  Speaker 2: cases Ethereum and a handful of other strategically positioned digital
• 14:39
  Speaker 2: assets that are going to grow with that. So get ready, guys,
• 14:41
  Speaker 2: We're going to see some new players in the market.
• 14:43
  Speaker 1: I want to play one more clip for you.
• 14:45
  Speaker 2: This, of course is Matt Hogan and Jeff Seffart. Let
• 14:49
  Speaker 2: me say this again. It's safer, all right. I want
• 14:54
  Speaker 2: to play one more clip for you guys. This is
• 14:56
  Speaker 2: Matt Hogan and Jeff Seyffert from a Bloomberg talking about
• 15:00
  Speaker 2: four year cycles.
• 15:00
  Speaker 1: Take a look.
• 15:02
  Speaker 7: I think I'm somebody that thinks it will be intactrit
• 15:04
  Speaker 7: it's going to be muted. I mean, if you look
• 15:05
  Speaker 7: at it, I think those loops are kind of getting smaller.
• 15:08
  Speaker 7: Like I don't know if we'll see like an eighty
• 15:09
  Speaker 7: percent pullback, could we see fifty maybe something along those lines.
• 15:12
  Speaker 4: James and I agree on one thing and disagree on
• 15:14
  Speaker 4: the others. A sad fact for me, but a fun
• 15:16
  Speaker 4: fact for you is the average bitwise client allocates after
• 15:19
  Speaker 4: eight meetings, and if they started doing quarterly meetings when
• 15:22
  Speaker 4: the Bitcoin ETF launched, they finished that run at the
• 15:26
  Speaker 4: end of this year and start allocating in twenty twenty six.
• 15:29
  Speaker 4: These people just move slower than crypto retail is used to,
• 15:32
  Speaker 4: and so I think we'll set a new record for
• 15:34
  Speaker 4: flows this year. I think we'll set a new record
• 15:36
  Speaker 4: for flows next year, and so on. My thesis is
• 15:39
  Speaker 4: that the factors that have driven the four year cycle,
• 15:41
  Speaker 4: there are really three that people point to. One is
• 15:45
  Speaker 4: the bitcoin having, one is interest rates, and one is
• 15:48
  Speaker 4: blow ups some combination of these things interest rates and
• 15:52
  Speaker 4: macro conditions. But the having is half as important every
• 15:56
  Speaker 4: four years. Just statistically, interest rates are as life to
• 16:00
  Speaker 4: go down as they are to go up. They went
• 16:02
  Speaker 4: up aggressively in twenty twenty two and up in twenty eighteen,
• 16:06
  Speaker 4: and I think the risk of blow ups is dramatically
• 16:09
  Speaker 4: lower now that we have ETFs and regulation. So my
• 16:13
  Speaker 4: money says twenty twenty six is a pretty good year.
• 16:15
  Speaker 4: Could be volatile, There could be pullbacks, of course, but
• 16:18
  Speaker 4: I think I think we're going to go up in
• 16:20
  Speaker 4: twenty twenty six and break the four year cycle.
• 16:23
  Speaker 2: I'm going to go with Matt on that one. If
• 16:25
  Speaker 2: I was trying to choose a side, I'm kind of
• 16:26
  Speaker 2: in the same camp. I would agree with all his points.
• 16:28
  Speaker 2: The blow ups very limited. Granted there's always black swan events,
• 16:32
  Speaker 2: but that's you kind of have to throw those out.
• 16:35
  Speaker 2: The issue with what we're going to see with interest rates,
• 16:37
  Speaker 2: it's going to happen, Yes, it's going to be dropping
• 16:39
  Speaker 2: next year.
• 16:40
  Speaker 1: I think the other factor that goes into this is
• 16:42
  Speaker 1: who are.
• 16:42
  Speaker 2: Going to be the big winners going forward, and that's
• 16:44
  Speaker 2: where I think we are going to see a lot
• 16:47
  Speaker 2: of these digital assets outside of the bitcoin layer, and
• 16:50
  Speaker 2: that's going to be projects like Solana, Avalanche, obviously Ethereum,
• 16:54
  Speaker 2: what you may see with XRP, many of these, including Cardonald.
• 16:57
  Speaker 2: There's so many that most likely we'll see more edging
• 17:01
  Speaker 2: up in later this year and into twenty twenty six.
• 17:04
  Speaker 1: I think it's all about positioning where you guys are going.
• 17:06
  Speaker 2: Let me know what you guys think, drop some comments
• 17:08
  Speaker 2: down below, and of course join our diamond circle. We
• 17:11
  Speaker 2: have a big news for you getting ready to launch
• 17:14
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• 17:16
  Speaker 2: of new cool things that we're gonna be doing over there.
• 17:18
  Speaker 2: But all you have to do is join that club
• 17:20
  Speaker 2: right there, use the link down below, and of course
• 17:22
  Speaker 2: follow me on X at Paul Baron. We'll catch you
• 17:24
  Speaker 2: next time right here on The Paul Baron Show.