Latest / The Paul Barron Crypto Show / Tariff Softening Could Rally Crypto Market📈

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Tariff Softening Could Rally Crypto Market📈 · The Paul Barron Crypto Show

• 0:07
  Speaker 1: Can you trust this market?
• 0:08
  Speaker 2: Pump today will break it down for you, give you
• 0:10
  Speaker 2: some insights and maybe how to play This week.
• 0:13
  Speaker 1: A lot is happening.
• 0:13
  Speaker 2: My name is Paul Barren, will come back into tech path.
• 0:15
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• 0:17
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• 0:19
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• 0:22
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• 0:25
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• 0:32
  Speaker 1: All right.
• 0:32
  Speaker 2: A couple other things I want to hit on right
• 0:34
  Speaker 2: here is President Trump is no longer expected to impose
• 0:38
  Speaker 2: sector specific tariffs.
• 0:41
  Speaker 1: On April second. This is coming out of the Wall
• 0:43
  Speaker 1: Street Journal.
• 0:44
  Speaker 2: The S and P five hundred now up seventy five
• 0:46
  Speaker 2: bases points, so pretty interesting move. I think this may
• 0:49
  Speaker 2: have sparked a little bit of a recovery here in
• 0:53
  Speaker 2: the crypto markets as well, But don't completely go off
• 0:57
  Speaker 2: on that because we are still looking right down the
• 1:00
  Speaker 2: barrel of a major tariff hit coming April.
• 1:04
  Speaker 1: Second. I want to go to this first clip.
• 1:06
  Speaker 3: Take a look, Hey, David, that's right. So, first, we
• 1:09
  Speaker 3: had some optimism stemming from those headlines this weekend that
• 1:12
  Speaker 3: the White House might be looking at a narrower set
• 1:13
  Speaker 3: of tariffs next week than we had initially thought. Both
• 1:16
  Speaker 3: Bloomberg and the Journal reporting that jump will be focused
• 1:19
  Speaker 3: only on the country by country reciprocal tariffs on April second,
• 1:22
  Speaker 3: and not those broader sector specific tariffs on things like
• 1:25
  Speaker 3: automobiles and pharmaceuticals. But now a White House official tells
• 1:29
  Speaker 3: me this morning in response to those reports that sectoral
• 1:32
  Speaker 3: tariffs quote may happen or may not. They say no
• 1:35
  Speaker 3: final decisions have been made as to whether sectoral tariffs
• 1:38
  Speaker 3: will be tacked on to those reciprocal And then, as
• 1:41
  Speaker 3: you mentioned, to further underscore guys, the amount of movement
• 1:44
  Speaker 3: on this, just in the last few minutes, the President
• 1:46
  Speaker 3: posted on social media saying that any country buying oil
• 1:49
  Speaker 3: and gas from Venezuela will now have to pay an
• 1:52
  Speaker 3: extra twenty five percent tariff on all of its exports
• 1:55
  Speaker 3: to the US. That will particularly hit China some South
• 1:58
  Speaker 3: American countries as well. Spain is on that list. And
• 2:01
  Speaker 3: so if the conflicting headlines make your head spin, I
• 2:03
  Speaker 3: would say that's partly by design. Some of the administration
• 2:06
  Speaker 3: do think that the vagueness or the chaos sort of
• 2:09
  Speaker 3: helps give them more leverage and negotiations with trading partners.
• 2:13
  Speaker 2: Okay, So while that may give Trump a little bit
• 2:15
  Speaker 2: more leverage and maybe even to the US to a
• 2:18
  Speaker 2: certain extent, it definitely is not good for business because
• 2:20
  Speaker 2: I think what we're looking at right now is the
• 2:22
  Speaker 2: uncertainty that the market, of course is having to pretty
• 2:26
  Speaker 2: much a deal with. And I think this is the
• 2:28
  Speaker 2: factor that plays into not only the stock market, but
• 2:31
  Speaker 2: also individual investing and jobs. We'll talk about that in
• 2:34
  Speaker 2: a second. I want to go to another clip because
• 2:36
  Speaker 2: this is another carry on of other sectors that could
• 2:40
  Speaker 2: be impacted by these tariffs, and he's talking about housing here.
• 2:44
  Speaker 1: Take a look, morning, Beckett. Good to see you.
• 2:46
  Speaker 4: Well, building contractors already raising prices as much as twenty
• 2:49
  Speaker 4: percent on fears of tariffs, and that could make housing
• 2:52
  Speaker 4: even less affordable.
• 2:54
  Speaker 5: We're seeing subs throw an additional cushion into their numbers
• 2:58
  Speaker 5: anticipating tariffs.
• 3:01
  Speaker 1: Percent.
• 3:01
  Speaker 5: Well, it's gonna be as much as like twenty percent,
• 3:03
  Speaker 5: depending on what material they're getting from country.
• 3:06
  Speaker 4: The National Association of Home Builders estimates the terrace on lumbers, steel, aluminum,
• 3:10
  Speaker 4: and other building materials could raise the cost of a
• 3:13
  Speaker 4: new home by as much as ten thousand dollars. The
• 3:16
  Speaker 4: trade wars with Mexico and Canada also hurting potential sales.
• 3:20
  Speaker 4: RELATEDST chairman George Perez told me that some buyers from
• 3:23
  Speaker 4: Mexico and Canada are canceling contracts to buy condos in Florida.
• 3:28
  Speaker 4: So between China and Canada, nine billion dollars of US
• 3:31
  Speaker 4: real estate are sold to those to buyers from those
• 3:34
  Speaker 4: two countries every year, so especially a place like It's Florida,
• 3:37
  Speaker 4: Arizona and.
• 3:38
  Speaker 1: Texas, Mexico's third and Florida too.
• 3:40
  Speaker 2: Yeah, all right, so nine billion, as you see, off
• 3:44
  Speaker 2: the top of the market right now, mainly with the
• 3:47
  Speaker 2: contrasting issues facing a lot of Canadians and Mexicans that
• 3:52
  Speaker 2: are looking at the US as a possible you know,
• 3:54
  Speaker 2: vacation spot or just an investment. This I think will
• 3:57
  Speaker 2: settle down to a certain extent, but I do believe
• 4:00
  Speaker 2: that the long term Trump is still looking at really
• 4:03
  Speaker 2: applying a lot of pressure to these countries, primarily around
• 4:07
  Speaker 2: these reciprocal tariffs. There are five US economic reports though
• 4:10
  Speaker 2: that are out that are going to determine where bitcoin
• 4:13
  Speaker 2: could fall into this. So this is the faith that
• 4:15
  Speaker 2: we're looking at this week. A few things. Let me
• 4:17
  Speaker 2: kind of zoom in on this for you guys. Recent
• 4:19
  Speaker 2: trends right there showing manufacturing holiday study is around fifty
• 4:23
  Speaker 2: two to seven and services following with a reading of
• 4:26
  Speaker 2: fifty one. So what we're looking at here are services
• 4:29
  Speaker 2: and manufacturing and the indicators that could play into this.
• 4:32
  Speaker 2: PMI readings could increase a little bit of a risk appetite.
• 4:35
  Speaker 2: And then also as we come to the end of
• 4:37
  Speaker 2: Q one, the markets could close out first quarter maybe down,
• 4:42
  Speaker 2: and I think that could have a little bit of
• 4:44
  Speaker 2: an impact as well on Trump and in general, as
• 4:47
  Speaker 2: we all know, sentiment market sentiment really does dictate a
• 4:50
  Speaker 2: lot of how he responds to this. Further down the
• 4:53
  Speaker 2: article February's drop, This is in reference to consumer confidence.
• 4:57
  Speaker 2: This was a drop down to ninety eighty three. This
• 4:59
  Speaker 2: is the sharpest one. So that's a bit of a
• 5:02
  Speaker 2: concern right there, because if we continue to see a
• 5:04
  Speaker 2: decline in that, the appetite outside of traditional investors could
• 5:08
  Speaker 2: be problematic for traditional retail investors. If confidence this fall,
• 5:14
  Speaker 2: further expectations of the FED easing could rise, and I
• 5:18
  Speaker 2: think that right now is still a little bit of
• 5:20
  Speaker 2: a mixed result. Back because as you saw last week
• 5:22
  Speaker 2: on our show, if you didn't go back and watch
• 5:25
  Speaker 2: our fom see live hearing and by the way, subscribe
• 5:28
  Speaker 2: to the channel right now. That way you're going to
• 5:30
  Speaker 2: get notifications of those kind of videos. But that was
• 5:34
  Speaker 2: one of the most mixed results FOMC meetings we had seen,
• 5:37
  Speaker 2: mainly because he had indicated that there's some possible quantitative
• 5:41
  Speaker 2: easning because he was slowing the balance sheets some. But
• 5:44
  Speaker 2: at the same time no necessarily or necessarily a direction
• 5:49
  Speaker 2: on whether or not we're going to see a raycut.
• 5:51
  Speaker 2: That's the problem with the mixed results. March fifteenth also
• 5:55
  Speaker 2: slightly blow. This is reference to jobs with slightly abow
• 5:59
  Speaker 2: the TUN twenty four thousand expected. This of course could
• 6:03
  Speaker 2: indicate a cooling economy and meaning businesses just slowing down
• 6:06
  Speaker 2: not hiring as many people. That again is another problem
• 6:09
  Speaker 2: for the US overall. Further on out here, breaking this
• 6:13
  Speaker 2: came in from KOBEEC and this is basically talking about
• 6:15
  Speaker 2: the S and P five hundred. They opened sharply higher.
• 6:18
  Speaker 2: This is up around one point two trillion, pretty significant
• 6:21
  Speaker 2: in terms of a market gap over the last two sessions.
• 6:24
  Speaker 2: So a pretty big move here on the S and
• 6:27
  Speaker 2: P five hundred. Probably why we're seeing a little bit
• 6:30
  Speaker 2: come off the gold market right now as we look
• 6:32
  Speaker 2: at that, and also with the S and P five hundred,
• 6:34
  Speaker 2: as I've stated many times, is it seems to pair
• 6:38
  Speaker 2: along with what's going on with the bitcoin market. Of
• 6:40
  Speaker 2: course that does affect all coins, and of course Bitcoin
• 6:43
  Speaker 2: right now at around.
• 6:45
  Speaker 1: Eighty eight today broke it today is.
• 6:46
  Speaker 2: At time of recording, but Bitcoin right now could hit
• 6:49
  Speaker 2: the one hundred and ten K mark before we see
• 6:52
  Speaker 2: a replacement. This is coming in from Arthur Hayes. He's
• 6:55
  Speaker 2: been right and wrong on a lot of things, but
• 6:58
  Speaker 2: it is an interesting take, and here's some of his
• 7:00
  Speaker 2: points that he gets onto. Mainly, what he's looking at
• 7:04
  Speaker 2: is the QT two QE, and it's like what we've
• 7:09
  Speaker 2: been talking about. The FED is going in the direction
• 7:12
  Speaker 2: that everybody wants them to go. Mean, they're going to
• 7:14
  Speaker 2: slow the tightening down. That was already stated by Powell
• 7:17
  Speaker 2: last week. But if QE truly comes in and we
• 7:20
  Speaker 2: start seeing raycuts, then it is definitely off to the races.
• 7:24
  Speaker 1: Overall.
• 7:25
  Speaker 2: I don't see why this one ten number. Maybe going
• 7:29
  Speaker 2: into May possibility would be a scenario that could play
• 7:33
  Speaker 2: into this. But you know, he goes further on is
• 7:36
  Speaker 2: is I mean that the price is more likely one
• 7:38
  Speaker 2: hundred and ten k than seventy six. If we hit
• 7:42
  Speaker 2: the one ten, it's YACHTSI time, So it's not looking
• 7:44
  Speaker 2: back until two fifty. So that's a very big trigger
• 7:47
  Speaker 2: point right now if we see a one ten mark
• 7:50
  Speaker 2: come in or even get in within a window of it.
• 7:52
  Speaker 2: So it is a number we are watching right now.
• 7:55
  Speaker 2: Let me know in the comments.
• 7:56
  Speaker 1: If you are bullish or bearish right.
• 7:59
  Speaker 2: Now on bitcoin, specifically on bitcoin, bullish or barrish, just
• 8:03
  Speaker 2: let me know. Let's go over to an expost right here.
• 8:06
  Speaker 2: This is where it gets a little interesting. Investors are
• 8:09
  Speaker 2: now allocating more than fifty percent of their assets to stocks.
• 8:14
  Speaker 2: This is the highest that we've seen in history. Now,
• 8:17
  Speaker 2: there are some concerns for that because people could get
• 8:21
  Speaker 2: wrecked here if the market does see a major reversal.
• 8:25
  Speaker 1: Many people though, believe this might be early.
• 8:27
  Speaker 2: And if you compare this to previous markets, and right
• 8:31
  Speaker 2: now what we're comparing this to. If you're listening on
• 8:34
  Speaker 2: the audio podcast, you got to jump over to the
• 8:36
  Speaker 2: YouTube channel is the dot com boom. And during the
• 8:39
  Speaker 2: dot com boom, this was between August ninety five and
• 8:43
  Speaker 2: March two thousand and if everybody remembers, that run up
• 8:47
  Speaker 2: had several legs to it. So you saw this leg
• 8:50
  Speaker 2: which was really kind of coming off the floor into
• 8:52
  Speaker 2: this zone right here, which was really around late ninety seven,
• 8:56
  Speaker 2: and then a skyrocket into it. Now that could be
• 8:59
  Speaker 2: where the S and P five hundred is right now,
• 9:02
  Speaker 2: meaning we could see a seven thousand, a six thousand
• 9:06
  Speaker 2: run at an S and P five hundred, and of
• 9:08
  Speaker 2: course that would have some heavy indicators on growth for
• 9:11
  Speaker 2: risk assets as well. Chris speaking of that, Chris Berneski
• 9:15
  Speaker 2: says that.
• 9:16
  Speaker 1: It all takes.
• 9:17
  Speaker 2: All it takes is one day, and I truly agree
• 9:19
  Speaker 2: with this, is that it takes one day not a
• 9:22
  Speaker 2: complete bullish reversal, especially when it comes down to crypto markets.
• 9:27
  Speaker 2: Within the article, he hits at a couple points right
• 9:29
  Speaker 2: here top crypto asset market cap. He says bitcoin appears
• 9:33
  Speaker 2: to react to fluctuations in global liquidity, and this is
• 9:36
  Speaker 2: something we've talked about in terms of the MP to
• 9:38
  Speaker 2: money supply. Global liquidity is very important for bitcoin specifically,
• 9:43
  Speaker 2: selling here is a little bit of an unlikely good idea.
• 9:47
  Speaker 2: So if you are thinking, should I get out before
• 9:50
  Speaker 2: April second and try to make this trade, If you're
• 9:54
  Speaker 2: in it for the long haul, stay around. You know,
• 9:57
  Speaker 2: if you're in it for the long haul, April second is.
• 9:59
  Speaker 1: Just another day.
• 10:00
  Speaker 2: If you look at this, we might see a massive reversal.
• 10:04
  Speaker 2: The question that you will ask yourself is why did
• 10:07
  Speaker 2: you stay in many of those scenarios when you see
• 10:10
  Speaker 2: a ten percent reversal, especially within the S and P
• 10:14
  Speaker 2: five hundred, because that, of course will affect bitcoin and
• 10:18
  Speaker 2: all coins in a big way.
• 10:19
  Speaker 1: He goes on to talk about this.
• 10:21
  Speaker 2: In traditional venture private valuations are way too high to
• 10:24
  Speaker 2: go public, so we're not going to see IPOs. So
• 10:27
  Speaker 2: this is going to get a reset of valuations. This
• 10:30
  Speaker 2: is where things could go public to recreate the appetite
• 10:33
  Speaker 2: for IPOs.
• 10:34
  Speaker 1: That's a possibility.
• 10:35
  Speaker 2: Same will happen with crypto assets, but maybe faster. That's
• 10:38
  Speaker 2: an interesting statement because we could see maybe a consideration
• 10:42
  Speaker 2: of reevaluation. I think Ethereum is going through that right now.
• 10:46
  Speaker 2: Is the reevaluation we just now hit. I think it
• 10:48
  Speaker 2: was twenty one hundred today, but that's the whole point.
• 10:51
  Speaker 2: As many people were in ethereum at twenty one hundred
• 10:54
  Speaker 2: a year ago, so the reevaluation valuation could have already
• 10:58
  Speaker 2: occurred and I could be on the precipice of taking
• 11:02
  Speaker 2: a move up further into this. I want to talk
• 11:04
  Speaker 2: about XRP because there's a lot of things that many
• 11:07
  Speaker 2: people attribute the markets to based on Ripple. This is
• 11:11
  Speaker 2: a clip that talks about the market expansion of Ripple overall,
• 11:15
  Speaker 2: why I could have an impact on crypto in general.
• 11:18
  Speaker 1: Take a look.
• 11:19
  Speaker 6: We're thrilled with the ultimate outcome and it allows us
• 11:22
  Speaker 6: to really unlock the US market, which has really been
• 11:25
  Speaker 6: very hostile with a lot of headwinds in the US
• 11:27
  Speaker 6: market for the whole crypto industry. Once the United States
• 11:30
  Speaker 6: government filed suit, we really were kind of frozen in
• 11:33
  Speaker 6: the US market, and so about ninety five percent of
• 11:36
  Speaker 6: our customers today Ripple's customers are non US financial institutions,
• 11:40
  Speaker 6: and those are some of the largest financial stitutions, ranging
• 11:43
  Speaker 6: from HSBC and BBVA to payment providers. You wouldn't necessarily
• 11:47
  Speaker 6: have heard of. Markets like Japan I think are still
• 11:51
  Speaker 6: unlocking the market. Opportunity here is massive. You have trillions
• 11:55
  Speaker 6: of dollars flowing cross border globally, but that's changing now.
• 11:59
  Speaker 6: The Trump effect, if you will, is profound. Then the
• 12:03
  Speaker 6: United States is finally unlocked, and I think people are
• 12:05
  Speaker 6: underestimating how big that change is. And you'll see that
• 12:09
  Speaker 6: continue to play out this year.
• 12:11
  Speaker 2: All right, So that's garling House. Basically, what he's saying
• 12:13
  Speaker 2: is ripel is going to go to the moon and
• 12:15
  Speaker 2: we're going to see XRP maybe surpass that five dollar mark,
• 12:18
  Speaker 2: which is really kind of been the zone target that
• 12:20
  Speaker 2: many people have been looking to. The Other thing that
• 12:23
  Speaker 2: could play into this is token is securities. And this
• 12:25
  Speaker 2: is where it gets interesting because remember stable coins has
• 12:28
  Speaker 2: been one of the key catalysts of where this market
• 12:31
  Speaker 2: is going. Stable cooin growth, the likelihood of a stable
• 12:34
  Speaker 2: coin act coming through going to happen, and stable coins
• 12:38
  Speaker 2: have fueled kind of the early financial rails, meaning it's
• 12:41
  Speaker 2: just getting started. But tokenized treasuries haven't even started yet,
• 12:45
  Speaker 2: so they could scale even faster. So if you're looking
• 12:48
  Speaker 2: at RWA's and if you look at tokenis versus trad
• 12:51
  Speaker 2: five market, just to show you the difference right now
• 12:53
  Speaker 2: of where we're seeing US dollars and treasury markets. This
• 12:56
  Speaker 2: is all could be generated out of stable coins, and
• 13:00
  Speaker 2: you can kind of see stable coins supporting that at
• 13:02
  Speaker 2: only two hundred and twenty five billion. Token iss assets
• 13:05
  Speaker 2: right now in terms of treasuries only have four point
• 13:07
  Speaker 2: six billion. So that's the upside to it on both
• 13:11
  Speaker 2: of those things, which will generate a lot of demand
• 13:13
  Speaker 2: in the market for crypto in general.
• 13:15
  Speaker 1: And I think this is where many.
• 13:16
  Speaker 2: People look to the future of companies like Ripple Avalanche,
• 13:21
  Speaker 2: many of the token is security platforms that are out there.
• 13:25
  Speaker 2: Here's another clip this has met a law man talking
• 13:27
  Speaker 2: about Ripple's position in crypto.
• 13:30
  Speaker 1: Take a look.
• 13:31
  Speaker 7: The way I viewed the entire just forward was if
• 13:34
  Speaker 7: they could stop Ripple in a stablish that XRP was
• 13:41
  Speaker 7: an investment contract in and of itself, which is so ridiculous.
• 13:46
  Speaker 7: And then the second piece hasn't than all of the
• 13:49
  Speaker 7: exchanges we're somehow engaged in trading of free floating investment
• 13:55
  Speaker 7: contracts where I don't even know who the counter parties
• 13:58
  Speaker 7: were on these investment contracts. Leave that side, then you're done.
• 14:03
  Speaker 7: Then you have chilled the crypto industry because if xrpiece
• 14:06
  Speaker 7: of security, everybody's pretty much of Security.
• 14:11
  Speaker 2: All right, So that was Metela man Uh and he's
• 14:14
  Speaker 2: hitting on the very point is this was a case
• 14:17
  Speaker 2: that could not be lost. And I think Ripple understood that,
• 14:20
  Speaker 2: the market understood that, even Coinbase. That was of course
• 14:22
  Speaker 2: Paul Graywell there, chief counsel over at Coinbase, and.
• 14:27
  Speaker 1: I would agree with that.
• 14:28
  Speaker 2: I think this has been a unbelievable turnaround for the market.
• 14:32
  Speaker 2: If you're brand new to crypto, you have missed a
• 14:36
  Speaker 2: tennis match back and forth between Gary Gensler's SEC and
• 14:39
  Speaker 2: where we are today, which is a complete spin on
• 14:44
  Speaker 2: the markets in general and what we will most likely
• 14:46
  Speaker 2: see going into the next decade for where crypto is going.
• 14:50
  Speaker 2: And the guy that's going to lead that is the
• 14:52
  Speaker 2: new chair that's incoming right now. We're talking about Paul Atkins,
• 14:55
  Speaker 2: and he is slated for a hearing on March twenty seven,
• 14:58
  Speaker 2: so that's going to happen this week. We can have
• 15:00
  Speaker 2: a new chair, which means a new charge at the SEC.
• 15:04
  Speaker 1: Very pro crypto, very pro.
• 15:06
  Speaker 2: DeFi also understands the idea of what this innovation can
• 15:10
  Speaker 2: mean to the United States, So very big deals coming
• 15:14
  Speaker 2: down the pipeline. Also, another big note right here is
• 15:18
  Speaker 2: the stable apt Act markup is happening on April second.
• 15:22
  Speaker 1: Notice.
• 15:22
  Speaker 2: That's also the day that most likely we'll see a
• 15:25
  Speaker 2: lot of fireworks coming out of DC because of the
• 15:28
  Speaker 2: potential tariffs that are begin to hitting.
• 15:30
  Speaker 1: It is going to get very active.
• 15:32
  Speaker 2: So I want you guys to make sure and stay
• 15:33
  Speaker 2: tuned this week throughout the show, but next week could
• 15:37
  Speaker 2: be a very different week going forward. So if you're
• 15:40
  Speaker 2: a brand new to crypto, you picks a good time
• 15:43
  Speaker 2: to join, So watch your trades out there. If you're
• 15:46
  Speaker 2: not in the Diamond Circle, get in right now. It's
• 15:47
  Speaker 2: a great place to get additional content from us. And
• 15:50
  Speaker 2: also if you want to get into a community, we
• 15:52
  Speaker 2: are blowing up on Telegram. It is a great place.
• 15:55
  Speaker 2: I am in there every day doing polls, talking with
• 15:58
  Speaker 2: you guys, chatting with you.
• 16:00
  Speaker 1: I love your input.
• 16:01
  Speaker 2: It's an open TG group that we make available to
• 16:04
  Speaker 2: our Diamond circle, so get into that. We leave a
• 16:06
  Speaker 2: link down below, follow me out there on x at
• 16:09
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• 16:11
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