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Crypto Car Crash?🔥Auto Tariffs Wrecking Market Soon?📉 · The Paul Barron Crypto Show

• 0:07
  Speaker 1: Car tariffs could have an impact on crypto in a
• 0:09
  Speaker 1: very big way, and the April second deadline is looming.
• 0:13
  Speaker 1: Today we'll break it down for you. My name is
• 0:15
  Speaker 1: Paul Barren. Welcome back in the tech path. I want
• 0:17
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• 0:19
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• 0:21
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• 0:24
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• 0:28
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• 0:32
  Speaker 2: All right, let's go over to a couple of points
• 0:34
  Speaker 2: that have hit.
• 0:35
  Speaker 1: Of course, Trump announces twenty five percent tariffs on cars
• 0:39
  Speaker 1: not made in the United States. This is getting a
• 0:42
  Speaker 1: little detailed, and if you look at the market on
• 0:45
  Speaker 1: the reciprocal tariff day, which is going to be the second,
• 0:48
  Speaker 1: all of this is creating a little bit of problems
• 0:52
  Speaker 1: around this whole uncertainty issue. And of course we've seen
• 0:55
  Speaker 1: almost every thing out there starts to take a dip.
• 0:59
  Speaker 1: I want to go to the clip real quick because
• 1:00
  Speaker 1: this is where he signs the tariffs and gives us
• 1:03
  Speaker 1: some context.
• 1:04
  Speaker 3: Take a look, and you're going to see prices going down.
• 1:07
  Speaker 3: But we're trying to get approved if we can. If
• 1:10
  Speaker 3: you borrow money to buy a car, you're allowed to
• 1:12
  Speaker 3: deduct interest payments for purposes of income text, but only
• 1:17
  Speaker 3: if the cars made in America. People that think in
• 1:20
  Speaker 3: terms of deductions are very wealthy people. But right from
• 1:24
  Speaker 3: the beginning, you're gonna have a lot of construction jobs.
• 1:27
  Speaker 3: But you're also gonna have a lot of automobile jobs.
• 1:29
  Speaker 3: So thank you very much. Now we're gonna make it
• 1:36
  Speaker 3: all countries. I think people are going to be very surprised.
• 1:39
  Speaker 3: So I think people are going to be very very surprised.
• 1:43
  Speaker 3: I think they'll be pleasantly surprised.
• 1:45
  Speaker 2: I don't know.
• 1:48
  Speaker 3: What are you. I didn't say that. I want to
• 1:52
  Speaker 3: see the jobs.
• 1:53
  Speaker 4: Are there any positions.
• 1:54
  Speaker 2: Under which you'd remove these auto tariffs?
• 1:56
  Speaker 5: Or is this permanent for the rest of your turn
• 1:58
  Speaker 5: of office?
• 1:59
  Speaker 6: Oh?
• 1:59
  Speaker 3: This is permanent, all right?
• 2:05
  Speaker 1: So Trump right there making some pretty hard statements in
• 2:08
  Speaker 1: reference to the auto industry. And this is of course,
• 2:09
  Speaker 1: could have some pretty significant impact worldwide. The amount of
• 2:14
  Speaker 1: carmakers that are now implementing the potential price increase. We'll
• 2:18
  Speaker 1: get down into some of that here in a minute,
• 2:20
  Speaker 1: but it does create a little bit of media confusion
• 2:23
  Speaker 1: right now, because I think there's still a lot in
• 2:26
  Speaker 1: the water that hasn't been flashed out. Even the point
• 2:29
  Speaker 1: that he made right there in reference to a potential
• 2:32
  Speaker 1: tax credit on interest payments for American made cars that
• 2:36
  Speaker 1: has not been passed it. You know, it's been floated
• 2:38
  Speaker 1: out there, which is kind of Trump's strategy.
• 2:41
  Speaker 2: Floats a lot of these blurts.
• 2:42
  Speaker 1: These things out all the time to see how the
• 2:44
  Speaker 1: market and also see how maybe Congress will address it.
• 2:47
  Speaker 2: But let me go to this next clip.
• 2:49
  Speaker 1: This will get into how the media is now confused.
• 2:52
  Speaker 7: Take a look, even if you had the site picked
• 2:55
  Speaker 7: out and you said do it right now, two and
• 2:58
  Speaker 7: a half years to three and a half years, and
• 3:00
  Speaker 7: that's lightning speed, Melissa, you just don't flip a switch
• 3:03
  Speaker 7: and make it happen.
• 3:04
  Speaker 2: Well, what are we going to know about the carbons?
• 3:06
  Speaker 6: We're still waiting to figure that out, right. I think
• 3:08
  Speaker 6: twenty five percent is not the end of it. We're
• 3:11
  Speaker 6: still waiting to see next week on the second, with
• 3:14
  Speaker 6: the reciprocal tariffs, how much more we have to add
• 3:17
  Speaker 6: on on top of that twenty five percent?
• 3:20
  Speaker 8: So do you pay the steel and aluminum plus your
• 3:23
  Speaker 8: reciprocal plus your auto.
• 3:25
  Speaker 9: That's where it really really.
• 3:26
  Speaker 8: Can start to add up in terms of the macro
• 3:29
  Speaker 8: tariff freight.
• 3:30
  Speaker 7: This is going to drive the auto industry, not the
• 3:32
  Speaker 7: overall economy, strictly the auto industry into a recession.
• 3:36
  Speaker 1: Melissa would have been actually viewed as not as bad
• 3:39
  Speaker 1: as expected.
• 3:40
  Speaker 7: Sure, to an extent, it's not as bad as expected.
• 3:43
  Speaker 5: Making the interest paid on auto loans tax deductible, I mean,
• 3:47
  Speaker 5: could that offset some of this pain?
• 3:52
  Speaker 2: Okay?
• 3:52
  Speaker 1: So I think this is the point. I think a
• 3:54
  Speaker 1: lot of people are still concerned about this. If we
• 3:57
  Speaker 1: do get a tax credit, this will be possibly, very
• 4:01
  Speaker 1: possibly next year. The amount of the impact on the
• 4:06
  Speaker 1: industry as a whole, I think is going to be
• 4:08
  Speaker 1: almost immediate.
• 4:09
  Speaker 2: You have Ferrari.
• 4:10
  Speaker 1: Course, not that everybody's looking at Ferrari out there, but
• 4:13
  Speaker 1: of course if they're moving, that means that most of
• 4:15
  Speaker 1: the Germans are probably going to be moving as well.
• 4:17
  Speaker 2: And if you look at the Germans, you.
• 4:19
  Speaker 1: Have to look at Volkswagen, which pretty much controls most
• 4:22
  Speaker 1: of the German automaking coming out, and that's including BMW, Mercedes,
• 4:26
  Speaker 1: what we're going to see out of Portia. All those
• 4:28
  Speaker 1: companies are most likely going to see pretty significant price
• 4:31
  Speaker 1: increases in a very very quick way, and that will
• 4:34
  Speaker 1: slow the market down. It will slow down automobile purchasing
• 4:39
  Speaker 1: and GDP in general. That I think is going to
• 4:41
  Speaker 1: be the factor going for Mexico. President says, we're going
• 4:44
  Speaker 1: to give an integral response to tarifs April after April seconds.
• 4:48
  Speaker 1: So obviously there is a lot being negotiated right now
• 4:52
  Speaker 1: with a lot of these countries. You know, there's probably
• 4:55
  Speaker 1: some give and take. They'll most likely will be some
• 4:57
  Speaker 1: carve outs for certain countries, maybe for the benefit of
• 5:02
  Speaker 1: American car makers, so watch for that, which could include
• 5:06
  Speaker 1: even Mexico and Canada in terms of potential car carve outs. Now,
• 5:10
  Speaker 1: Hyundai comes back in and says, hey, maybe there are
• 5:14
  Speaker 1: some job creation opportunities here as well.
• 5:16
  Speaker 2: Take a look. Check this out.
• 5:18
  Speaker 7: Every body of every vehicle that comes off the line
• 5:22
  Speaker 7: is inspected by these robots. They now have three plants
• 5:26
  Speaker 7: open in the United States.
• 5:27
  Speaker 8: Though I don't we don't see many workers behind you,
• 5:30
  Speaker 8: just robots. So what how many people plant like this?
• 5:34
  Speaker 7: Well here, well, we'll show you the robots.
• 5:38
  Speaker 3: Here.
• 5:38
  Speaker 7: Let's stay on the robot. There we go, he's doing
• 5:40
  Speaker 7: his thing. But in terms of people, guys, let me
• 5:42
  Speaker 7: tell you right back here. Look, there's scores of people here.
• 5:45
  Speaker 7: It's not like the robots are taking over. It's just
• 5:48
  Speaker 7: that this is going to be augmenting the work of humans.
• 5:52
  Speaker 1: I don't know how to respond to that. You know,
• 5:54
  Speaker 1: you're looking at this massive plant. There's really no humans there.
• 5:57
  Speaker 1: This is all robotics. It's not going to go down
• 5:59
  Speaker 1: in terms of robot usage or AI usage, it's only going.
• 6:02
  Speaker 2: To go up.
• 6:02
  Speaker 1: So not completely sure that we're going to see massive
• 6:06
  Speaker 1: amounts of jobs coming in on this. I am still
• 6:08
  Speaker 1: questioning whether Trump is making a good move here on
• 6:11
  Speaker 1: these worldwide tariffs. I think the key is maybe you
• 6:15
  Speaker 1: negotiate with them if there is a reciprocal tariff on
• 6:19
  Speaker 1: American automakers. Okay, maybe there is an opportunity for negotiation there.
• 6:23
  Speaker 1: But I think this of course starts to hit things
• 6:26
  Speaker 1: pretty radically overall and will eventually make it into the
• 6:31
  Speaker 1: investment category as well. Jim Kramer had some statements to make.
• 6:34
  Speaker 1: Listen to what he had to.
• 6:35
  Speaker 4: Say, and I think it's kind of intriguing that the
• 6:38
  Speaker 4: president is agreeing with the hard left.
• 6:41
  Speaker 5: Oh yeah, uaw has come out with statements of support.
• 6:44
  Speaker 5: Of course, they're arguing for high paying jobs, right, which
• 6:47
  Speaker 5: is going to make the end product a little more expensive,
• 6:49
  Speaker 5: is it not?
• 6:50
  Speaker 10: Yes, it will. I'm classically pro union.
• 6:54
  Speaker 11: I don't know what that means.
• 6:56
  Speaker 10: No, I'm saying is this is a very pro union strate.
• 7:00
  Speaker 11: You are pro tariffs, So you're not.
• 7:01
  Speaker 10: I have pro tariff, absolutely you are. I hate free trade.
• 7:04
  Speaker 5: Can we write that down?
• 7:05
  Speaker 6: Though?
• 7:05
  Speaker 2: I hate free trade.
• 7:06
  Speaker 10: I hate free trade. You hate you there, I've hated
• 7:09
  Speaker 10: free trade forever you have.
• 7:11
  Speaker 11: You've you've been a beneficiary though of globalization and the
• 7:15
  Speaker 11: asset close arrest.
• 7:16
  Speaker 2: I am a big winner for anybody, and.
• 7:18
  Speaker 10: That I've come out against free trade every single money.
• 7:21
  Speaker 10: I think it's just an abomination.
• 7:23
  Speaker 5: You're also a pro consumer long argued for people who
• 7:26
  Speaker 5: maybe don't have as much to be able to afford things.
• 7:29
  Speaker 5: Foreign made assembled cars are going to be essentially a
• 7:32
  Speaker 5: luxury item in the star.
• 7:34
  Speaker 4: We pay for cheap stuff in this country. But at
• 7:36
  Speaker 4: a certain point we also wrecked are small towns?
• 7:40
  Speaker 11: Are we really going to end up with the jobs
• 7:42
  Speaker 11: or are we just gonna end up with a lot
• 7:43
  Speaker 11: of robots?
• 7:44
  Speaker 4: Well, and look, you're gonna have to put a lot
• 7:46
  Speaker 4: of robutch in everywhere because people qust too much.
• 7:49
  Speaker 11: End game here is to have higher paying jobs that
• 7:53
  Speaker 11: give people a good wage and dignity, and a lot
• 7:56
  Speaker 11: of things that.
• 7:56
  Speaker 5: You mentioned are small towns.
• 7:58
  Speaker 2: That's what that's all about.
• 7:59
  Speaker 10: But I think if you the expensive stuff here, I
• 8:01
  Speaker 10: know the assembly is just robot Okay.
• 8:07
  Speaker 1: All right, So from that Kramer clip, you just have
• 8:09
  Speaker 1: to look at the fact that this is going to
• 8:12
  Speaker 1: really have I think is already having a lot of confusion,
• 8:15
  Speaker 1: and I think the question is really how this plays out.
• 8:18
  Speaker 1: Does Trump and this administration just end up being a big,
• 8:21
  Speaker 1: huge tariff collector, which if that doesn't affect real tax
• 8:27
  Speaker 1: rates on Americans, then there's no real win there. So
• 8:30
  Speaker 1: I think this is going to be a big narrative
• 8:32
  Speaker 1: that the Trump administration is going to have to get
• 8:35
  Speaker 1: clear very quick because I think that the confusion you
• 8:38
  Speaker 1: can clearly see it there within the media outlets, but
• 8:41
  Speaker 1: the analysts as well are going left and right both
• 8:44
  Speaker 1: on looking at.
• 8:45
  Speaker 2: Global trade, free trade versus those who.
• 8:47
  Speaker 1: Do not trying to bring back American jobs, which are
• 8:50
  Speaker 1: going to take years.
• 8:51
  Speaker 2: This is something you would normally.
• 8:53
  Speaker 1: Step out over a two, three, four year process, and
• 8:57
  Speaker 1: this is happening literally in a two three four month process. Overall, Well,
• 9:02
  Speaker 1: here's Trump's auto tariffs and the lowering of probability of
• 9:06
  Speaker 1: the Bank of Japan raising rates in May, they were
• 9:09
  Speaker 1: looking at raising rates. Now we're gonna probably see that
• 9:11
  Speaker 1: backed off a little bit. So they planned to raise
• 9:13
  Speaker 1: interest rates in May, and let me kind of zoom
• 9:16
  Speaker 1: in on that, which is a conclusion of its next
• 9:18
  Speaker 1: board meeting. But after this, you know, we're probably gonna
• 9:22
  Speaker 1: maybe look at another alternative here. Other things they're talking
• 9:25
  Speaker 1: about is that these heightened trade policies came at a
• 9:28
  Speaker 1: time when the BOJA was seeking the right opportunity to
• 9:30
  Speaker 1: lift rates as consumers inflation continued to struggle there in Japan.
• 9:36
  Speaker 1: So this is going to weigh in on the Japanese
• 9:38
  Speaker 1: auto sector. This will have potentially a ripple across a
• 9:42
  Speaker 1: broader set of industries, and of course the Japanese are
• 9:45
  Speaker 1: a big, big automaker, so again more more impact overall.
• 9:50
  Speaker 1: Another thing I want to hit on this is the
• 9:52
  Speaker 1: complication of the ECB starts to look at this in
• 9:55
  Speaker 1: reference to interest rates as well. A couple of points
• 9:58
  Speaker 1: just quick on this one. Tariffs are expected hurt growth
• 10:01
  Speaker 1: and raise inflation in the European Union. Again, this will
• 10:05
  Speaker 1: put more pressure on the average consumer, and that always
• 10:09
  Speaker 1: concerns me because that usually means there's less money to
• 10:12
  Speaker 1: go into investment capital, which can push on market down.
• 10:16
  Speaker 1: So he here or you have the worst thing that
• 10:19
  Speaker 1: can happen, and that is the class separation that continues
• 10:24
  Speaker 1: to push you know, eventually entry level investors maybe out
• 10:29
  Speaker 1: of the investment market. Now, I want to go to
• 10:31
  Speaker 1: this clip because this is Arthur Hayes talking about maybe
• 10:34
  Speaker 1: tariffs don't really matter when it comes to crypto and investing.
• 10:38
  Speaker 12: Take a looks what's Trump going to do on tariffs?
• 10:40
  Speaker 12: Is it going to be reciprocal tariffs or a twenty
• 10:43
  Speaker 12: percent tariff on everyone? He said, We believe that the
• 10:46
  Speaker 12: inflationary aspects of tariffs are transitory, which basically, let's see
• 10:50
  Speaker 12: that Trump goes full rechard fifty percent terariffs or some
• 10:53
  Speaker 12: ridiculous number, and that causes domestic inflation in the US's
• 10:57
  Speaker 12: prices rise policies. No, that's non inflation. We can still
• 11:01
  Speaker 12: continue to ease conditions because we believe that that is
• 11:04
  Speaker 12: a transitory effect that is not a long lasting, measured inflation,
• 11:08
  Speaker 12: and therefore we are within our mandate to continue to
• 11:10
  Speaker 12: ease monetary conditions. So terrorist don't matter anymore to power,
• 11:13
  Speaker 12: and they shouldn't matter anymore as scrypto investors. If Trump
• 11:16
  Speaker 12: does fifty percent or he does two percent, it doesn't
• 11:18
  Speaker 12: matter because we know that powles that continue to provide
• 11:21
  Speaker 12: the monetary conditions, the easy monetary conditions that we need
• 11:24
  Speaker 12: to have our portfolios go up in value in Fiat
• 11:27
  Speaker 12: dollar terms.
• 11:28
  Speaker 1: The point though, is that tariffs will have an impact
• 11:32
  Speaker 1: on securities.
• 11:33
  Speaker 2: Securities are stocks.
• 11:35
  Speaker 1: These are all public and traded companies, meaning the auto
• 11:37
  Speaker 1: companies on a global level, and I think that of
• 11:40
  Speaker 1: course gets into the idea of liquidity, the confidence in
• 11:44
  Speaker 1: the markets. That's going to make a major impact on
• 11:48
  Speaker 1: how investors, because remember most of these portfolios that are
• 11:53
  Speaker 1: mostly securities right now are looking for wins so that
• 11:56
  Speaker 1: they can take that and put it into risk assets.
• 11:58
  Speaker 1: That's how a crypto market will recover. I don't think
• 12:02
  Speaker 1: there's enough retail. There could be enough institutional that could
• 12:05
  Speaker 1: go in this direction, but I think this is going
• 12:08
  Speaker 1: to take almost a symphony of a lot of things
• 12:10
  Speaker 1: happening at once to be able to make sure we
• 12:13
  Speaker 1: guide through without a recession. This is a factor that
• 12:15
  Speaker 1: plays into this, all right, So let me go to
• 12:17
  Speaker 1: a tweet here, because this, of course is sorry Merritt.
• 12:20
  Speaker 1: He covers the Tesla community pretty heavily, and he covers
• 12:24
  Speaker 1: a lot of this very in depth. Now, his breakdown
• 12:27
  Speaker 1: is somewhat accurate here. He talks about the breakdown of cars.
• 12:30
  Speaker 1: So I was surprised in a lot of these Nissan
• 12:33
  Speaker 1: at fifty two percent here in the USGM fifty two
• 12:36
  Speaker 1: percent crazy, but Tesesla holding one hundred percent made in
• 12:39
  Speaker 1: the US.
• 12:40
  Speaker 2: But parts that's a big one here.
• 12:42
  Speaker 1: And if you look further into his tweet thread, Elon
• 12:44
  Speaker 1: responds to it right here, and it says important note
• 12:48
  Speaker 1: that Tesla is not unscathed here and the tariff impact
• 12:53
  Speaker 1: on Tesla is still significant. So that being said, then
• 12:58
  Speaker 1: you go a little bit further and you see the
• 12:59
  Speaker 1: stock it did rise. So we saw a little bit
• 13:02
  Speaker 1: of a recovery here, and this is of course, has
• 13:04
  Speaker 1: been after Tesla has been actually on a little bit
• 13:06
  Speaker 1: of a v recovery after a bottom. But whether or
• 13:09
  Speaker 1: not this holds is the real question. Now, could it
• 13:11
  Speaker 1: be the better of all of them? If anybody is
• 13:13
  Speaker 1: investing in Auto coopers. Maybe Tesla ends up being the
• 13:16
  Speaker 1: good one. But if you look at the breakdown here,
• 13:18
  Speaker 1: this is the most American made vehicles inside of Tesla.
• 13:22
  Speaker 1: And if you'll notice right here, even the Model three,
• 13:25
  Speaker 1: which is their number one, not one, number one, but
• 13:26
  Speaker 1: number one. The Y is number one, but it's a
• 13:29
  Speaker 1: tie right there for number two and three at eighty
• 13:33
  Speaker 1: five percent, so still fifteen percent of that cart. Now,
• 13:36
  Speaker 1: I don't know how these tariffs apply to a certain
• 13:38
  Speaker 1: portion of this. I don't want to get into the
• 13:40
  Speaker 1: minutia of this, because this basically means you're going to
• 13:42
  Speaker 1: have an higher Tesla cost, means higher automotive costs across
• 13:46
  Speaker 1: all of these sectors. So interesting stuff going on right now.
• 13:50
  Speaker 1: With all that being said, then you've got the Chinese.
• 13:53
  Speaker 1: This is Taylor Ogan. He's another car analyst that primarily
• 13:56
  Speaker 1: covers China, specifically BID and they they just announced this
• 14:01
  Speaker 1: massive release and this basically is the Model S killer.
• 14:06
  Speaker 1: And this right here we haven't seen a price on
• 14:09
  Speaker 1: it yet. Again, this will have to be considerably cheaper
• 14:13
  Speaker 1: to be able to avoid the tariffs, to be able
• 14:15
  Speaker 1: to compete with.
• 14:15
  Speaker 2: The Model S. But the Model ASS and.
• 14:17
  Speaker 1: The Lucid I guess would be the two cars that
• 14:19
  Speaker 1: that would go into Robinhood dropped a massive keynote last night.
• 14:24
  Speaker 1: Two big takeaways is this new robo advisor. Basically, the
• 14:29
  Speaker 1: idea is that you're going to have a financial advisor,
• 14:31
  Speaker 1: a personal banker, and a research team all in one
• 14:34
  Speaker 1: little fam You know, they are talking about rolling this
• 14:38
  Speaker 1: out later in the summer. If it gets rolled out,
• 14:42
  Speaker 1: that'll be a big deal. The fact that they're going
• 14:44
  Speaker 1: into banking is probably the biggest I think the biggest
• 14:47
  Speaker 1: shift because that could really change things dramatically when you
• 14:51
  Speaker 1: can move money around, be able to really leverage in
• 14:53
  Speaker 1: on stable coins, crypto and securities all in one place.
• 14:57
  Speaker 1: Nobody is doing that right now. That would be the
• 14:59
  Speaker 1: first and Robinhood could do it now. Another one that
• 15:03
  Speaker 1: made the news was this move right here, game Stop
• 15:05
  Speaker 1: now raising one point three billion not for stock buybacks,
• 15:09
  Speaker 1: but for debt repayments to buy bitcoin. So Sailor was
• 15:14
  Speaker 1: successful at least with game Stop, but wasn't successful with
• 15:20
  Speaker 1: Microsoft and Google. So I think the key here is
• 15:25
  Speaker 1: it's still a bullish thing I think for bitcoin in general.
• 15:29
  Speaker 1: Is one point three billion news can't scoff at that,
• 15:31
  Speaker 1: but the market did not necessarily like it. If you
• 15:34
  Speaker 1: go to the game Stop stock right now, I mean
• 15:37
  Speaker 1: you can kind of see the immediate reaction from this.
• 15:40
  Speaker 1: Now part of this is coming from store closure. So
• 15:43
  Speaker 1: the brand itself maybe just shifting their business model, maybe
• 15:48
  Speaker 1: to a strategy model, meaning a micro strategy model.
• 15:52
  Speaker 2: Maybe that's the plan all along.
• 15:54
  Speaker 1: Going forward, we'll see this is a clip that is
• 15:56
  Speaker 1: whether or not other companies will follow suit on this
• 15:59
  Speaker 1: game's take a look.
• 16:01
  Speaker 9: So the question now is will other companies follow And
• 16:05
  Speaker 9: the answer is most likely. GameStop is not a financial
• 16:09
  Speaker 9: company or even a cryptonative company. They were a retail
• 16:13
  Speaker 9: dinosaur that's reinventing itself. And if they can do it,
• 16:16
  Speaker 9: what's going to stop other companies from doing it? Companies
• 16:19
  Speaker 9: like AMC, Chewy, Shopify, even Apple could be watching really
• 16:23
  Speaker 9: closely right now, especially if game Stops price reacts positively
• 16:28
  Speaker 9: and their treasury actually grows in value. The biggest risk
• 16:33
  Speaker 9: is fear because most C level executive people that run
• 16:37
  Speaker 9: companies don't want to be the first to bet their
• 16:40
  Speaker 9: company's money on bitcoin because if it goes down jail
• 16:45
  Speaker 9: not not really, but they might lose their job. And
• 16:47
  Speaker 9: now though the United States is going to start buying soon,
• 16:50
  Speaker 9: so they're not going to be the first, they're not
• 16:52
  Speaker 9: even going to be the second. And the more that
• 16:55
  Speaker 9: jump in, the safer it becomes. It's a classic S
• 16:57
  Speaker 9: curve of adoption, and we might just be right at
• 17:01
  Speaker 9: that acceleration point.
• 17:03
  Speaker 2: Listen, I like andre Jick. He's got a great YouTube channel.
• 17:06
  Speaker 1: I'm not sure I agree with that analysis. And you know,
• 17:11
  Speaker 1: when you look back at the stock, I mean, the
• 17:12
  Speaker 1: immediate reaction was negative. Okay, so many CEOs to his point,
• 17:17
  Speaker 1: they're watching this right now. How did the stock respond?
• 17:21
  Speaker 1: The stock did not respond well. The structure, though, could
• 17:26
  Speaker 1: get a reversal. And what I mean by that is
• 17:28
  Speaker 1: he is right in the sense that there's a lot
• 17:30
  Speaker 1: of companies out there right now that are aging out.
• 17:32
  Speaker 1: GameStop is one of them. There are other companies out
• 17:35
  Speaker 1: there that are also aging out. It's interesting and mentioned Apple,
• 17:38
  Speaker 1: but the point being is is that they're getting fewer
• 17:41
  Speaker 1: and fewer opportunities to make it. So maybe the financial
• 17:44
  Speaker 1: products is the way to go. That could pivot. Remember
• 17:48
  Speaker 1: the number one company holding bitcoin right now, that's like
• 17:51
  Speaker 1: that is micro strategy. They pivoted out of a tech
• 17:53
  Speaker 1: company into a financial strategy company utilizing bitcoin as the backbone.
• 17:58
  Speaker 1: So once that we see that pivot her, can it
• 18:01
  Speaker 1: be replicated much like what micro strategy has done. I
• 18:04
  Speaker 1: think that is the question to ask right now. This
• 18:08
  Speaker 1: is going to be another clip talking about that during
• 18:11
  Speaker 1: these kind of things, when we see these crashes, these impacts,
• 18:15
  Speaker 1: is remember April second, just around the corner here next week,
• 18:19
  Speaker 1: be ready for some volatility, guys, So this could open
• 18:21
  Speaker 1: up some opportunities.
• 18:22
  Speaker 2: Take a look at this clip.
• 18:24
  Speaker 8: I think the market clearly like the idea that tariffs
• 18:26
  Speaker 8: were going to be targeted versus widespread. But to your point,
• 18:29
  Speaker 8: we don't really know what that means yet, right, So
• 18:31
  Speaker 8: that'll play out in the next couple of days, and
• 18:32
  Speaker 8: I expect volatility to continue there. What I will say though,
• 18:37
  Speaker 8: is that markets like this almost all of the time,
• 18:39
  Speaker 8: end up being buying opportunities. On these days where you
• 18:42
  Speaker 8: get S and P New Year correction territory and correction territory,
• 18:45
  Speaker 8: NAZAC and correction territory. This is how you know long
• 18:48
  Speaker 8: term dollar cost averaging tends to play out if you're
• 18:51
  Speaker 8: kind of a buyer on those days.
• 18:53
  Speaker 7: It begs a question Is this just a.
• 18:56
  Speaker 2: A rally from a tradable bottom.
• 18:58
  Speaker 10: Do you think that you you could, for example, buy today?
• 19:02
  Speaker 8: Yeah, I mean I think so. March thirteenth, we hit
• 19:05
  Speaker 8: that fifty five hundred level, right and now we're back.
• 19:08
  Speaker 8: We're right back at the two hundred day moving average,
• 19:10
  Speaker 8: and we're about six percent off of the February nineteenth high.
• 19:13
  Speaker 8: So I still think you can buy today.
• 19:15
  Speaker 3: All right?
• 19:15
  Speaker 1: Coming off that clip right there, you've got to take
• 19:17
  Speaker 1: a look at this just in the S and P
• 19:19
  Speaker 1: and this is the reversal she's talking about, because this
• 19:22
  Speaker 1: hit down into her trading zone.
• 19:23
  Speaker 2: And if you look at just the goal or the
• 19:25
  Speaker 2: growth that we've.
• 19:26
  Speaker 1: Seen over since March thirteenth, where the market is holding
• 19:29
  Speaker 1: right now, that's still a three and a half percent
• 19:32
  Speaker 1: in a very short trading period. So remember a lot
• 19:34
  Speaker 1: of these guys are trading on one, two three percent
• 19:37
  Speaker 1: moves here. You look at that in comparison to over time. Yes,
• 19:42
  Speaker 1: this has been an up only market, So have we
• 19:44
  Speaker 1: reached the bottom. A couple other indicators to watch is
• 19:47
  Speaker 1: this one right here. This comes in from a tweet
• 19:50
  Speaker 1: and they're talking about this signal and this is a
• 19:52
  Speaker 1: hash ribbon indicator that and Tim from Investing Bros. Talks
• 19:56
  Speaker 1: about this a lot on our channel. I'll get Evan
• 19:59
  Speaker 1: to talk about this as well. But the point being
• 20:01
  Speaker 1: is that this seventy six k could have been the
• 20:03
  Speaker 1: local bottom for bitcoin and if that is the case, guys,
• 20:06
  Speaker 1: then we're going to see a reversal. Now, there is
• 20:08
  Speaker 1: one caveat to that, and that would be, of course,
• 20:10
  Speaker 1: in any trading strategy, if we see macro input, that
• 20:15
  Speaker 1: starts to crush the market, and that's where the tariffs
• 20:19
  Speaker 1: come in.
• 20:19
  Speaker 2: That matters.
• 20:20
  Speaker 1: That's why you have to pay attention to everything that's
• 20:23
  Speaker 1: going on, which is why you follow us, which by
• 20:25
  Speaker 1: the way, if you're not subscribed to it right now
• 20:27
  Speaker 1: and jump in on the diamond circle. It's our own
• 20:29
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• 20:32
  Speaker 1: comes out to you. We update you on stuff.
• 20:34
  Speaker 2: Guess what.
• 20:34
  Speaker 1: You can also get into our Telegram group that's a
• 20:37
  Speaker 1: private group with me. All you have to do is
• 20:39
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• 20:42
  Speaker 1: x at Paul Baron. We'll catch you next time right
• 20:44
  Speaker 1: here on tech Bath