Latest / The Paul Barron Crypto Show / 2025 Macro Crypto Predictions ️‍🔥Top Trends To Watch

Transcript

2025 Macro Crypto Predictions ️‍🔥Top Trends To Watch · The Paul Barron Crypto Show

• 0:05
  Speaker 1: On the eve of twenty twenty five.
• 0:07
  Speaker 2: Let's talk about predictions and trends that will be happening
• 0:10
  Speaker 2: in twenty twenty five. You don't want to miss it.
• 0:11
  Speaker 2: My name is Paul Bahrew. Welcome back in the tech path.
• 0:13
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• 0:15
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• 0:26
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• 0:31
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• 0:34
  Speaker 2: on Coinbase, So check it out. Let's go over to
• 0:37
  Speaker 2: a couple of things I want to start off with,
• 0:38
  Speaker 2: and we're going to have some slides here. I've got
• 0:41
  Speaker 2: a few clips here, but I want to get into
• 0:43
  Speaker 2: the key categories I think are going to be the
• 0:45
  Speaker 2: next evolution for twenty twenty five. The first one we
• 0:48
  Speaker 2: think eth of course, is going to outperform Bitcoin. One
• 0:52
  Speaker 2: of the things that are happening with ethan bitcoin is
• 0:55
  Speaker 2: remember the eth has been a little bit slow to
• 0:57
  Speaker 2: the market. But the real question is how does it
• 1:00
  Speaker 2: perform now that Bitcoin is holding it around one hundred k.
• 1:02
  Speaker 2: What many people look at when it comes to ETH
• 1:04
  Speaker 2: and Bitcoin is really how does the United States apply it? Granted,
• 1:09
  Speaker 2: Bitcoin's holding out one hundred k ETH has not necessarily
• 1:12
  Speaker 2: add its move, but I want you to think about
• 1:13
  Speaker 2: outside the United States for a second. Let's go to
• 1:16
  Speaker 2: this clip and you'll get an idea of what I'm
• 1:18
  Speaker 2: talking about.
• 1:18
  Speaker 3: Take a look some price targets for bitcoin and a
• 1:21
  Speaker 3: few other major cryptocurrencies. Yes, so with the BTC, our
• 1:25
  Speaker 3: target is two hundred ten thousand excuse me, two and
• 1:29
  Speaker 3: ten thousand, Yes, yes, whoa, Well, it's not it's not
• 1:32
  Speaker 3: that crazy. I mean it's it's about hundred percent increase
• 1:35
  Speaker 3: from where we are. And you know Bitcoin has done
• 1:38
  Speaker 3: crazier things in the past, and therefore ether we predict
• 1:42
  Speaker 3: in terms of ETH to BTC. Racial So recovering back
• 1:46
  Speaker 3: to zero point zero five from current to zero points
• 1:48
  Speaker 3: zero three, Okay, yeah, ration.
• 1:50
  Speaker 2: Going to half the volume of what's happening with bitcoin.
• 1:53
  Speaker 2: If you just take a look at the market gap
• 1:55
  Speaker 2: right now in bitcoin one point eight trill and currently
• 1:58
  Speaker 2: four hundred bill for e. If bitcoin does go to
• 2:02
  Speaker 2: the two hundred k, this would give us a multi
• 2:04
  Speaker 2: x on ethereum multi x versus a two X on Bitcoin.
• 2:09
  Speaker 2: So I think that is one of the key factors
• 2:11
  Speaker 2: of why we think this is going to be taking
• 2:13
  Speaker 2: place in twenty twenty five. So watch for ethereum for sure.
• 2:17
  Speaker 2: I want to go into another scenario that plays into this,
• 2:20
  Speaker 2: and this is just how big China's role will be
• 2:23
  Speaker 2: in this.
• 2:23
  Speaker 1: Take a look.
• 2:24
  Speaker 3: And so liquidity to condition we think will get better
• 2:27
  Speaker 3: next year. But even if for some for whatever reasons,
• 2:30
  Speaker 3: FED decides to refer to their decision, we have another
• 2:33
  Speaker 3: kind of liquidity kick coming in from from China. Yes, yeah, given,
• 2:37
  Speaker 3: and then China is the Actually they account for a bigger,
• 2:41
  Speaker 3: almost a twice larger portion of a global liquidity than
• 2:44
  Speaker 3: the US. I think people, you know.
• 2:46
  Speaker 4: The percentage that they account for of a global M
• 2:49
  Speaker 4: two money supply is staggering.
• 2:51
  Speaker 5: It's close to it's less than half, but I think
• 2:53
  Speaker 5: it's about forty percent.
• 2:54
  Speaker 1: Correct, exactly.
• 2:55
  Speaker 2: Yeah, Now imagine that for a second, guys, what a
• 2:59
  Speaker 2: forty percent liquidity windfall would be for a market that
• 3:02
  Speaker 2: has not necessarily seen the growth what he's talking about
• 3:05
  Speaker 2: that analyst of bitcoin going to two hundred k eth
• 3:08
  Speaker 2: going two point five of bitcoin. That's the kind of
• 3:11
  Speaker 2: growth potential that that kind of liquidity can bring a
• 3:14
  Speaker 2: lot definitely on the horizon for twenty twenty five. Let's
• 3:18
  Speaker 2: go on to one of my other topics, and that
• 3:20
  Speaker 2: of course is Solana and XRP, ETFs and other all coins.
• 3:23
  Speaker 2: We'll make it into ETFs. And this is something we've
• 3:26
  Speaker 2: been calling for for quite some time. In fact, if
• 3:28
  Speaker 2: you've been following our channel, you can see it. Seven
• 3:30
  Speaker 2: months ago we were actually pointing out Solana XRP the
• 3:34
  Speaker 2: next possible ETFs. Now, remember this was before we really
• 3:38
  Speaker 2: knew that Trump was going to make it into office
• 3:40
  Speaker 2: for sure, and now we've got a much different SEC aligned,
• 3:45
  Speaker 2: a much different landscape when it comes to regulatory frame
• 3:48
  Speaker 2: and also just the administration as a whole. So all
• 3:50
  Speaker 2: this very positive for these ETF potentials. I want to
• 3:54
  Speaker 2: go to this clip right here because it's going to
• 3:56
  Speaker 2: explain a little bit more around where Solana's potential is.
• 4:00
  Speaker 2: I think a lot of people have kind of missed this.
• 4:02
  Speaker 1: Take a look.
• 4:04
  Speaker 3: Yeah, and then for Solana, our benchmark is an Ethereum
• 4:08
  Speaker 3: Network's a peak valuation during the last bull cycle three
• 4:11
  Speaker 3: years ago, which was around five hundred billion dollars in
• 4:14
  Speaker 3: market cap, and that's one thousand dollars in a Parcelona
• 4:18
  Speaker 3: on a Solana basis, all.
• 4:20
  Speaker 2: Right, five hundred bill That is the kind of growth
• 4:22
  Speaker 2: we're going to see with Salona. One thousand dollars Solona
• 4:24
  Speaker 2: a lot. I know a lot of people have said
• 4:26
  Speaker 2: that might be a little bit of an overreach, but
• 4:27
  Speaker 2: that's still a five x from where Solana is trading
• 4:30
  Speaker 2: right now at around two hundred bucks the end of
• 4:32
  Speaker 2: twenty twenty four. So let me know in the comments
• 4:35
  Speaker 2: down below if you think Solana will be able to
• 4:37
  Speaker 2: do that or not. I know there's a lot of
• 4:38
  Speaker 2: big Salona fans, so check it down on the comments below.
• 4:41
  Speaker 2: Another thing that, of course is going to happen. All
• 4:43
  Speaker 2: the SEC lawsuits we think are going to get thrown out,
• 4:46
  Speaker 2: they're done. Paul Atkins is going to come in and
• 4:48
  Speaker 2: clean house. And if you just take a look at
• 4:51
  Speaker 2: the list of companies, these are all the wells noticed recipients. Okay,
• 4:55
  Speaker 2: let's scan down real quick. You've got a mutable right there.
• 4:58
  Speaker 2: I'm zoom in you've got a mute right there, Robinhood
• 5:01
  Speaker 2: consensus UNISWAP consensus being meta mask UNIEWAP. Then you go
• 5:05
  Speaker 2: further on down many of those you'll recognize, but the
• 5:08
  Speaker 2: big one right there, of course is coinbase.
• 5:09
  Speaker 1: All of those I think go away.
• 5:11
  Speaker 2: That in itself is going to be huge bullish trends
• 5:15
  Speaker 2: for where the market is going to be trending in
• 5:17
  Speaker 2: the future. The other thing that is going to start
• 5:19
  Speaker 2: to play into this is XRP is going to be
• 5:21
  Speaker 2: poised for maybe a historic year end close. Remember we've
• 5:24
  Speaker 2: talked about this before, and I'll show you this on
• 5:26
  Speaker 2: the chart, but right now it's on track to achieve
• 5:29
  Speaker 2: its highest annual clothes ever.
• 5:30
  Speaker 1: If you look at the market on this, you'll go back.
• 5:33
  Speaker 1: Let me zoom in on this just a little bit.
• 5:35
  Speaker 2: You'll remember we were hovering at about that two dollar
• 5:37
  Speaker 2: mark one ninety eight to be exact, That is the
• 5:40
  Speaker 2: close that we're looking at. If it closes above the
• 5:42
  Speaker 2: one ninety eight, we are in for a very interesting
• 5:45
  Speaker 2: time for XARP. And remember, this is going to be beneficial
• 5:48
  Speaker 2: to the potential of an ETF. And let's not forget
• 5:51
  Speaker 2: there's a lot of other things that could happen with Ripple.
• 5:53
  Speaker 2: I mean there could be an IPO. We've got url
• 5:55
  Speaker 2: USD starting to play into.
• 5:56
  Speaker 1: All of this is very.
• 5:58
  Speaker 2: Positive for that ecosystem, so kudos to them. The other thing,
• 6:01
  Speaker 2: of course, I think, is a stable coin.
• 6:03
  Speaker 1: It's going to be a super cycle.
• 6:04
  Speaker 2: I think it begins and we're going to see massive
• 6:07
  Speaker 2: movement here, even though Tether is starting to dip slightly.
• 6:09
  Speaker 1: Some of this is because of MICA, some of.
• 6:11
  Speaker 2: This probably because of people exiting and maybe repositioning. The
• 6:15
  Speaker 2: point being is that it's definitely going to be a
• 6:17
  Speaker 2: huge move forward. Here's USDC continue to climb up. These
• 6:20
  Speaker 2: are basically over the seven last seven days, both of
• 6:23
  Speaker 2: those stable coins that in itself along with what we're
• 6:27
  Speaker 2: going to see with rl USD. Remember r l USD
• 6:30
  Speaker 2: holding a thirty million twenty four hour volume. That's significant
• 6:33
  Speaker 2: when you compare it to other stable coins. Some of
• 6:36
  Speaker 2: the other stable coins that you'd have to take a
• 6:37
  Speaker 2: look at would be something like PayPal. PayPal holding a
• 6:40
  Speaker 2: fifty million dollar volume, that's only it's within striking distance
• 6:44
  Speaker 2: of rl USD. And remember r l u s D
• 6:47
  Speaker 2: no functionality right now. Really, there's no trading pairs. We
• 6:51
  Speaker 2: haven't seen it on a major exchange outside of Marjax
• 6:53
  Speaker 2: and a handful of others. Those are the kind of
• 6:56
  Speaker 2: things that will start to, you know, appear within that
• 6:59
  Speaker 2: roadmap that I think starts to put our LUSD on
• 7:02
  Speaker 2: the map, and with all of that, it's.
• 7:04
  Speaker 1: Going to be huge. I want to go to a
• 7:06
  Speaker 1: clip real quick.
• 7:07
  Speaker 2: This is Michael Sailor coming to realization of what's happening
• 7:10
  Speaker 2: with stable coins and tokenized assets.
• 7:13
  Speaker 1: Take a look.
• 7:13
  Speaker 4: Now, I would say, I would say my forecast or
• 7:18
  Speaker 4: bitcoin isn't that different. But I think the big major
• 7:22
  Speaker 4: ce change is you can see five hundred trillion dollars
• 7:28
  Speaker 4: of conventional assets getting tokenized to become digital assets, like
• 7:32
  Speaker 4: why wouldn't you expect to see Apple Stock, Google, Amazon
• 7:36
  Speaker 4: Stock trading on your iPhone and your Android phone is
• 7:38
  Speaker 4: tokenized security. The path is open for stable coin that
• 7:44
  Speaker 4: to go from one hundred and fifty billion dollars to
• 7:46
  Speaker 4: a trillion dollars to ten trillion dollars. I think there's
• 7:48
  Speaker 4: ten trillion dollars a demand for that. I think that
• 7:51
  Speaker 4: we're going to go from one hundred billion to a
• 7:53
  Speaker 4: ten trillion dollar industry and stable coins we're just waiting
• 7:56
  Speaker 4: for the you know, the framework, all.
• 7:59
  Speaker 2: Right, So that's a big stay been going to a
• 8:00
  Speaker 2: ten trillion dollar market cap and stable coins because there's
• 8:03
  Speaker 2: only going to be a handful of those. Imagine what
• 8:05
  Speaker 2: that is going to do for the ecosystems around all
• 8:08
  Speaker 2: of this, Well, part of this will be driven off
• 8:11
  Speaker 2: of real world assets. So Tokeni's real world assets our
• 8:14
  Speaker 2: next major trend that we're watching. We think this is
• 8:17
  Speaker 2: going to be a factor that you just cannot deny
• 8:20
  Speaker 2: of where this growth is going. And if you look
• 8:22
  Speaker 2: at token is stocks, he mentioned that some of the
• 8:24
  Speaker 2: ones that he mentioned are already actually already there. Look
• 8:28
  Speaker 2: you there, you got coinbased Tasla MicroStrategy, Apple Boom. It's
• 8:32
  Speaker 2: just a matter of time before we start to see
• 8:34
  Speaker 2: adoption on this. It is coming faster than you think.
• 8:38
  Speaker 2: The other thing I wanted to take a look at
• 8:39
  Speaker 2: was World Liberty Financial Holdings. This is President Trump's financial
• 8:43
  Speaker 2: holdings project, and of course some of the things to
• 8:45
  Speaker 2: keep an eye on.
• 8:46
  Speaker 1: Is what has he been doing here lately?
• 8:48
  Speaker 2: All right, So this is regular holdings, Yeah we all
• 8:51
  Speaker 2: know that, but race and transactions, there's e NA stable coin.
• 8:55
  Speaker 2: Then you've got ondo real world asset link real world.
• 8:58
  Speaker 2: You can got to see there's some growth eth right there.
• 9:01
  Speaker 2: So this possibility of real growth in this category is
• 9:07
  Speaker 2: going to be absolutely huge. Let's not forget I want
• 9:10
  Speaker 2: to also look at the networks. Let's take a look
• 9:12
  Speaker 2: at Ethereum pretty much holding the line right now in
• 9:15
  Speaker 2: terms of growth. But the ones I'm really interested in
• 9:18
  Speaker 2: are things like Avalanche. The reason Avalanche holding seven different
• 9:22
  Speaker 2: projects now on their asset counts versus Salana at three
• 9:26
  Speaker 2: on OURBA. So the potential for growth and remember Avalanche
• 9:29
  Speaker 2: also but growing over three digits, maybe over one hundred
• 9:32
  Speaker 2: percent in terms of RWA projects and potential growth here.
• 9:37
  Speaker 2: So Avalanche one of the big winners that we think
• 9:40
  Speaker 2: will be a twenty twenty five supercycle four real world
• 9:43
  Speaker 2: assets going forward. Let's go outside of those types of
• 9:47
  Speaker 2: real world assets and let's get into NFTs.
• 9:50
  Speaker 1: Here's Courtyard.
• 9:51
  Speaker 2: That's Polygon again. Polygon is one that has pretty much
• 9:54
  Speaker 2: led the way. The one that we think will start
• 9:56
  Speaker 2: to move though is going to be Flow. And I
• 9:59
  Speaker 2: want to show you something and here on Flow, guess
• 10:01
  Speaker 2: what sneakers coming now in with Flow? And this course
• 10:05
  Speaker 2: is busy doing this, But the point being if you
• 10:07
  Speaker 2: know the sneaker head market, you know how big it is,
• 10:10
  Speaker 2: and you know what kind of cultural impact it has.
• 10:12
  Speaker 2: So what I'm getting at is, if this works in
• 10:15
  Speaker 2: the sneaker market, we're going to start to see world
• 10:18
  Speaker 2: world assets moving across all sorts of things. It's going
• 10:21
  Speaker 2: to luxury goods, all sorts of things that are going to.
• 10:24
  Speaker 1: Be real world assets going forward.
• 10:26
  Speaker 2: Let's take a look at Flow right now in their
• 10:27
  Speaker 2: current market cap, holding it a billion, and look at that.
• 10:31
  Speaker 2: I mean, they're the number eighty eight token right now.
• 10:33
  Speaker 2: This is barely even moved, holding it around sixty nine
• 10:36
  Speaker 2: seventy cents. So this is another one that we think
• 10:39
  Speaker 2: is going to be a big winner in twenty twenty five.
• 10:42
  Speaker 2: I want to go to.
• 10:43
  Speaker 1: The next category. ARVR Deepen.
• 10:46
  Speaker 2: You guys have heard us talk about this so much
• 10:48
  Speaker 2: on this channel that I think is going to be
• 10:50
  Speaker 2: a next evolution of where a lot of this stuff
• 10:52
  Speaker 2: is going to go. And one of the things you
• 10:54
  Speaker 2: have to consider about is where's the growth coming from.
• 10:57
  Speaker 2: Here's a clip to talk about who won Christmas?
• 10:59
  Speaker 1: Take a look what.
• 11:00
  Speaker 6: Was the most popular over Christmas and the big winner
• 11:03
  Speaker 6: this year? Again, it was meta, just as Brian was
• 11:06
  Speaker 6: saying it was the Meta Horizon app for this quest
• 11:09
  Speaker 6: virtual reality headsets. They've been the winners for the past
• 11:12
  Speaker 6: few years that I've been tracking this. Meta was also
• 11:15
  Speaker 6: had the Metaview app for those ray bands smart glasses
• 11:19
  Speaker 6: in the top forty Lemon eight. That's a social video
• 11:22
  Speaker 6: app from TikTok. It was as high as number two yesterday. That's,
• 11:26
  Speaker 6: of course ahead of the January nineteenth deadline band for TikTok.
• 11:30
  Speaker 6: But it is made by TikTok, which of course is
• 11:32
  Speaker 6: owned by the Chinese company byt Dance.
• 11:34
  Speaker 5: Huh.
• 11:35
  Speaker 6: Maybe because we don't have a good sense of Apple's
• 11:37
  Speaker 6: own products and how.
• 11:38
  Speaker 1: They do right, Meta the clear winner there.
• 11:41
  Speaker 2: Remember Meta has been doing this with a lot more
• 11:44
  Speaker 2: than just the Meta Quest. They also have the ray
• 11:46
  Speaker 2: band glasses, which you are going to have the new
• 11:49
  Speaker 2: spatial computing lenses on them. But the opportunity there, I
• 11:53
  Speaker 2: think is going to be huge kind of leveraging up
• 11:55
  Speaker 2: to this next level.
• 11:57
  Speaker 1: Now you've heard us.
• 11:58
  Speaker 2: Do a couple of interviews this year with over the
• 12:00
  Speaker 2: over CEO is on our show. I want to go
• 12:02
  Speaker 2: to a clip because this is talking about mapping and
• 12:05
  Speaker 2: this is important for ARVR to understand how brands are
• 12:08
  Speaker 2: going to use this. But look at what he had
• 12:10
  Speaker 2: to say, and then we'll go check up on his
• 12:11
  Speaker 2: scorecard and see if he achieved it.
• 12:12
  Speaker 1: Take a look.
• 12:13
  Speaker 2: Are you thinking that we will see real critical movement
• 12:17
  Speaker 2: in spatial mapping?
• 12:18
  Speaker 1: And what twelve months, twenty four months.
• 12:21
  Speaker 7: I mean, what will be the threashold of number of
• 12:23
  Speaker 7: maps when basically we will have a lot of utility
• 12:27
  Speaker 7: from this data base generating. I think that when we
• 12:29
  Speaker 7: are around one hundred fifty thousand, it would be very
• 12:32
  Speaker 7: likely that if you want to publish something in an
• 12:34
  Speaker 7: important location, we will have already the data for that.
• 12:37
  Speaker 7: We believe that we are going to be able to
• 12:39
  Speaker 7: go beyond one hundred thousand maps by the end of
• 12:41
  Speaker 7: the year and by the middle of the next year
• 12:44
  Speaker 7: for sure. Being beyond one hundred fifty thousand locations, that
• 12:48
  Speaker 7: would be significant.
• 12:50
  Speaker 1: That would be significant.
• 12:51
  Speaker 2: I think a lot of companies, even the size of
• 12:53
  Speaker 2: Meta and Google would probably take notice of something like that.
• 12:56
  Speaker 7: But we can go beyond that, like for example, you're
• 12:59
  Speaker 7: showcasing now us bringing these assets on over asset from
• 13:03
  Speaker 7: center Box. If I wanted to do it with a
• 13:06
  Speaker 7: web to gain. First of all, I didn't know, I
• 13:10
  Speaker 7: did not know where to take the asset. And second,
• 13:12
  Speaker 7: if I was able to get the asset, probably they
• 13:14
  Speaker 7: would sue me. So that's the powerful thing I think
• 13:17
  Speaker 7: about the content and what we can build in Web triest.
• 13:20
  Speaker 2: All right, So he had on a couple points there.
• 13:21
  Speaker 2: One of is achieving the number of maps that they're
• 13:24
  Speaker 2: trying to do, but also he was talking about the
• 13:27
  Speaker 2: potential of Web three versus Web two IP and that's
• 13:31
  Speaker 2: a big factor because you're going to see a lot
• 13:32
  Speaker 2: more growth potential with Web three because it's an emerging market.
• 13:37
  Speaker 2: If you look at Dune Analytics here of course, is
• 13:39
  Speaker 2: cumulative three D maps uploaded. Look at the growth that
• 13:42
  Speaker 2: we've seen really all the way back here, just from
• 13:44
  Speaker 2: twenty three to where we are right now. This is
• 13:47
  Speaker 2: a bell curve that is continuing to grow. And then
• 13:50
  Speaker 2: of course there's the locations map. This is over right
• 13:53
  Speaker 2: there in ninety one thousand, so ninety one percent not
• 13:55
  Speaker 2: bad for them to be able to hit that number.
• 13:58
  Speaker 2: It's going to continue to accelerate in twenty twenty five.
• 14:01
  Speaker 2: We are going to see more of this, guys, and
• 14:03
  Speaker 2: ARVR get ready, it's coming and it's coming fast, and
• 14:07
  Speaker 2: I think we're gonna see some Web three projects really
• 14:09
  Speaker 2: start to take hold. Here's the other giant in the space.
• 14:12
  Speaker 2: That's Niantic. Over one million locations that are VPS enabled.
• 14:16
  Speaker 2: And remember that with Niantic, you've got a lot of
• 14:18
  Speaker 2: opportunity here with retail brands. This was with Pokemon Go.
• 14:22
  Speaker 2: All of this was the Niantic potential here. So if
• 14:25
  Speaker 2: you're a brand and you understand what spatial mapping can
• 14:28
  Speaker 2: be and how we start to see ARVR, especially if
• 14:31
  Speaker 2: we start to see this in glasses tech, which I
• 14:33
  Speaker 2: think is coming in twenty five cees just around the corner,
• 14:35
  Speaker 2: we might see some announcements there around a lot of
• 14:38
  Speaker 2: this kind of headware. But the potential for twenty five
• 14:42
  Speaker 2: is going to be huge in this category. Remember, it's
• 14:44
  Speaker 2: just a matter of getting ready for it before we
• 14:46
  Speaker 2: start to see the real evolution.
• 14:48
  Speaker 1: Don't forget.
• 14:48
  Speaker 2: Over also started staking, so we think that is going
• 14:51
  Speaker 2: to be a benefit to Over in general. All right,
• 14:53
  Speaker 2: so let's go over to hive Mapper. Hive Mapper is
• 14:55
  Speaker 2: another DPEN project. We've had them on.
• 14:58
  Speaker 1: The show before. Ariel's great, guys.
• 15:00
  Speaker 2: We think this is an opportunity for what they've been
• 15:03
  Speaker 2: able to do in mapping roads. Their new unit, the
• 15:05
  Speaker 2: B unit, is now going to be coming out. Finally,
• 15:07
  Speaker 2: that's going to happen. Could we see an acceleration of
• 15:10
  Speaker 2: more of these kinds of projects, especially in the deepen category.
• 15:15
  Speaker 2: I think so. Twenty twenty five. Next one meme coins
• 15:19
  Speaker 2: and AI agents. This one I think is the big
• 15:21
  Speaker 2: one for twenty twenty five. Airdrops are going to reign supreme.
• 15:25
  Speaker 2: We have already seen massive growth and already massive movements.
• 15:29
  Speaker 1: On this around these meme cultures. Already.
• 15:32
  Speaker 2: I want to go to a clip real quick to
• 15:34
  Speaker 2: show you what meme culture starts.
• 15:36
  Speaker 5: Like.
• 15:36
  Speaker 1: Take a look.
• 15:37
  Speaker 8: You're looking for Elon Musk's account on x on the
• 15:41
  Speaker 8: social media service. He has changed his name and his
• 15:45
  Speaker 8: profile picture. The photo, uh yeah, the photo now of
• 15:49
  Speaker 8: a I don't know really that's pepe, but it says
• 15:52
  Speaker 8: it's a photo of a frog.
• 15:54
  Speaker 1: That's not a frog, that's pet.
• 15:55
  Speaker 8: That is a man frog.
• 15:58
  Speaker 1: Yeah, but it's not a frog a.
• 16:00
  Speaker 8: Frog, it's a man. It's a man, of muscular man
• 16:02
  Speaker 8: with a frog's face.
• 16:04
  Speaker 6: Name.
• 16:05
  Speaker 5: His name is now Kikus maximum Kikius Maximus. But you
• 16:08
  Speaker 5: know what the frog is a new.
• 16:09
  Speaker 8: Handle on is Now. Well, you say he's Pepe, it
• 16:13
  Speaker 8: is Pepe?
• 16:14
  Speaker 3: Yeah, what is what does he talk about?
• 16:15
  Speaker 6: What does he It's just a meme. Uh, this is
• 16:20
  Speaker 6: like a big thing in like twenty fifteen, twenty sixteen.
• 16:22
  Speaker 8: Well, supposedly the name is of a crypto tooken that's
• 16:25
  Speaker 8: sort of Kius maximus. It's sorted nine hundred percent, and
• 16:29
  Speaker 8: that's according to data from another reptile. But this is
• 16:33
  Speaker 8: from coin Geko. Reptiles are predated, the amphibianibated versus the reptiles,
• 16:41
  Speaker 8: that's right, right. And then they lost their gained their legs.
• 16:47
  Speaker 6: They crawled onto land.
• 16:48
  Speaker 8: Yes, crawled on the land.
• 16:52
  Speaker 1: Okay, I got it. We're having fun there.
• 16:54
  Speaker 2: But the point being is there's a culture movement that
• 16:57
  Speaker 2: is happening in crypto that I have never seen before
• 17:00
  Speaker 2: in all my years of business and looking at building brands.
• 17:03
  Speaker 1: That's the unique thing.
• 17:04
  Speaker 2: And it's these subtle movements that are taking place that
• 17:07
  Speaker 2: mean massive things in terms of community building all.
• 17:11
  Speaker 1: That kind of stuff.
• 17:12
  Speaker 2: Here's a tweet I put out the other day. This
• 17:14
  Speaker 2: is the cyber truck. If you guys don't know, the
• 17:16
  Speaker 2: cyber truck has this ability to maybe change its visual.
• 17:19
  Speaker 1: It's not a big deal.
• 17:20
  Speaker 2: But the point is is that you can do this
• 17:23
  Speaker 2: and guess what, that's the Doge skin right there.
• 17:26
  Speaker 1: I'm showing this. This was in my cyber truck.
• 17:28
  Speaker 2: You can go in and actually go to the paint
• 17:30
  Speaker 2: shop inside the cyber truck now and put that skin
• 17:32
  Speaker 2: on it.
• 17:33
  Speaker 1: So can you imagine. I mean, it's just getting a
• 17:35
  Speaker 1: little obvious.
• 17:36
  Speaker 2: I think for Elon, he's starting to play into these
• 17:38
  Speaker 2: meme cultures in a big way. Granted, I think Doge
• 17:42
  Speaker 2: Department of Government Efficiency, all this is just too natural.
• 17:44
  Speaker 2: It's I mean, it's just slam dunks that are waiting
• 17:47
  Speaker 2: to happen. What you have is this new culture of
• 17:50
  Speaker 2: memes starting to happen, and this is going to fade
• 17:52
  Speaker 2: over into AI meme tokens and AI agents, which I'll
• 17:56
  Speaker 2: get to in a second. But I'm just going to
• 17:58
  Speaker 2: show you an example of how powerful the original token
• 18:02
  Speaker 2: was that air dropped into the Salona Saga phone and
• 18:04
  Speaker 2: I'll show you some more value behind that, but bank
• 18:06
  Speaker 2: was the one, and guess what, there's still number one
• 18:09
  Speaker 2: when it comes to meme tokens. Hotly that in fifty
• 18:11
  Speaker 2: one position market cap of two billion. That's crazy to
• 18:14
  Speaker 2: see that.
• 18:15
  Speaker 1: That's why I think that.
• 18:16
  Speaker 2: The power of memes AI agents are going.
• 18:19
  Speaker 1: To be a huge narrative for next year.
• 18:21
  Speaker 2: If you take a look at Virtual's protocol, this I
• 18:23
  Speaker 2: think is going to be one of the big ones
• 18:26
  Speaker 2: that makes it into the top ten. There's many reasons why.
• 18:28
  Speaker 2: But if you look at just some of the projects,
• 18:30
  Speaker 2: there's Toshi, which was a meme token that ended up
• 18:33
  Speaker 2: going into it and developing an AI agent. And then
• 18:36
  Speaker 2: you're going to start to see other projects that actually
• 18:38
  Speaker 2: develop utility. Right there's Polytrader.
• 18:40
  Speaker 1: This is one.
• 18:41
  Speaker 2: If you haven't checked this one out, go check it
• 18:43
  Speaker 2: out and you understand what I'm getting at. This is
• 18:44
  Speaker 2: a very unique one that utility is going to start
• 18:47
  Speaker 2: to function around AI agents. All of this very powerful.
• 18:51
  Speaker 2: Just a matter of time before we start to really
• 18:52
  Speaker 2: see some explosions here on many of this. Now, gaming
• 18:55
  Speaker 2: will be the other area where AI agents start to
• 18:57
  Speaker 2: make its way. Here's Parallel Colony showing a little bit
• 19:00
  Speaker 2: about what they're doing within it, and I think the
• 19:03
  Speaker 2: key here that a lot of people are missing is
• 19:06
  Speaker 2: the potential for AI agents inside games. And as we
• 19:10
  Speaker 2: start to see that flow out, that I think is
• 19:12
  Speaker 2: going to be just another area that we'll see an
• 19:14
  Speaker 2: explosion of the agent token start to really develop. Last
• 19:19
  Speaker 2: up here, just to go back on the Salana sekerphone
• 19:21
  Speaker 2: and the Solanophone before we get to the Seeker. This
• 19:23
  Speaker 2: was the original Solana phone that I was talking about.
• 19:26
  Speaker 2: Remember bank right there, Let me kind of zoom in
• 19:28
  Speaker 2: on that for you guys. There's the amount or value
• 19:30
  Speaker 2: of bonk currently that was air dropped. And if you
• 19:33
  Speaker 2: also have that phone, you got a clinosaur, which is ridiculous.
• 19:37
  Speaker 2: That's a great nft. And then now even pengu is
• 19:40
  Speaker 2: air dropping into that phone, so that phone is continuing
• 19:42
  Speaker 2: to gain value. That is one of the things that
• 19:45
  Speaker 2: I think again the meme culture, the whole idea of
• 19:50
  Speaker 2: where communities are built. This is how it all starts.
• 19:53
  Speaker 2: And this is the thing that I think a lot
• 19:55
  Speaker 2: of companies are going to really start to understand. I
• 19:57
  Speaker 2: want to go to a clip real quick, because this
• 19:58
  Speaker 2: is about the Salona Seeker, which was their second phase
• 20:01
  Speaker 2: of their phones, and why it's so important for the future.
• 20:04
  Speaker 1: Take a look.
• 20:05
  Speaker 9: This is the Slatic ecosystem in your pocket. In the
• 20:11
  Speaker 9: next phase, what we'd call Chapter two, depended on the
• 20:14
  Speaker 9: song at least one hundred thousand units. Chapter two sold
• 20:17
  Speaker 9: more units in its first day than Soccer sold in
• 20:20
  Speaker 9: a year. Every Secret comes with a Secret Genesis token.
• 20:23
  Speaker 9: Genesis took it as an absucively VIP membership into the
• 20:26
  Speaker 9: heart of Slava until Secret launches. The Chapter two pre
• 20:29
  Speaker 9: order Tooken will help keep those rewards flowing to anybody who.
• 20:32
  Speaker 7: Is pre ordered Secret.
• 20:34
  Speaker 9: Solana was the first blockchain to integrate AI, and Secret
• 20:37
  Speaker 9: carries that one step further. Secret users can use it
• 20:40
  Speaker 9: lead the AI to generate loganized AI agents. They can
• 20:44
  Speaker 9: interact on chain with your favorite programs or with the
• 20:46
  Speaker 9: rest of the Slaughter community, and gamers will find us
• 20:49
  Speaker 9: slew of Web three games and Secret exclusives and cuting
• 20:53
  Speaker 9: limited edition assets and rewards which will be launching in
• 20:57
  Speaker 9: the DAP store when Secret releases.
• 21:04
  Speaker 2: Okay, so I'm expecting a lot of AI agent integration
• 21:07
  Speaker 2: that we're going to see coming out, and it's going
• 21:10
  Speaker 2: to have the capacity, i think, to start to interface
• 21:13
  Speaker 2: with a lot of the Salona ecosystem clearly. But if
• 21:16
  Speaker 2: you look at just the two loot credits so far,
• 21:19
  Speaker 2: you've got Mutoken Maneki's in there, handful of others.
• 21:23
  Speaker 1: I think there's going to be many more.
• 21:24
  Speaker 2: This is the second phone and the total value on
• 21:27
  Speaker 2: that one again almost paid for itself. And that's with
• 21:29
  Speaker 2: a depressed market. So as we see more and more
• 21:31
  Speaker 2: of those start to make it in, I'll see our
• 21:33
  Speaker 2: first AI agent. I think also in the Salona Seeker
• 21:36
  Speaker 2: that will get air dropped in coming very soon. My
• 21:39
  Speaker 2: last prediction or trend that we think will happen in
• 21:42
  Speaker 2: twenty twenty five is Cardona. They fall out of the
• 21:45
  Speaker 2: top ten, and I think virtuals takes their place. Virtuals,
• 21:48
  Speaker 2: I think on the AI side will become a massive win,
• 21:52
  Speaker 2: possibly the number one virtual or the AI ecosystem out there.
• 21:57
  Speaker 2: But Cardono, there's a reason for this that I put
• 21:59
  Speaker 2: this in there. I know a lot of you guys
• 22:01
  Speaker 2: kind of pick on me for that.
• 22:02
  Speaker 1: I'm okay with that. I can take it.
• 22:04
  Speaker 2: But this is of course with a statement congrats on
• 22:06
  Speaker 2: this was when we hit a million subs. You can
• 22:08
  Speaker 2: celebrate it by ending your regular production of anti card
• 22:11
  Speaker 2: notal content less, stay objective in twenty twenty five, what
• 22:14
  Speaker 2: do you think. I think we just show a little
• 22:16
  Speaker 2: bit of Charles, I mean, and we let him do
• 22:20
  Speaker 2: the content for Cardinal.
• 22:22
  Speaker 1: Let's show it.
• 22:23
  Speaker 5: If Charles can't build a lasting professional relationship between IOHK
• 22:27
  Speaker 5: and Cardinal Foundation inside of the Cardinal ecosystem, why should I
• 22:30
  Speaker 5: expect them to build the lasting professional relationship with organizations
• 22:34
  Speaker 5: outside the ecoss This is all head in the wrong
• 22:36
  Speaker 5: direction and my confidence and submission being resultant the productive
• 22:39
  Speaker 5: manner was plummeting. I've talked to you personally, but if
• 22:43
  Speaker 5: you wanted to spill over to Twitter, and since you
• 22:45
  Speaker 5: want to make it go public, we will. For three years,
• 22:48
  Speaker 5: we've had private conversations. We tried everything in our power,
• 22:52
  Speaker 5: everything to convince them of the wisdom that they need
• 22:55
  Speaker 5: to restructure in a way to be community oriented. The
• 22:58
  Speaker 5: board will never be community And your inference of this
• 23:02
  Speaker 5: is well, we're just being unreasonable. We can't get along.
• 23:04
  Speaker 5: It's six hundred million dollars of the community's money, six
• 23:08
  Speaker 5: hundred million dollars of your money, my money, everybody's money.
• 23:12
  Speaker 5: Because that's a war chest for our ecosystem, and it's
• 23:15
  Speaker 5: under the control of people that are unaccountable to the community.
• 23:19
  Speaker 5: What do we do, who do we fire? What recourse
• 23:23
  Speaker 5: do we have as an ecosystem? Nothing? Instead of just
• 23:27
  Speaker 5: I don't know, maybe getting circle to come to our ecosystem.
• 23:29
  Speaker 5: The bigger thing is the builders on Cardono have been starving.
• 23:33
  Speaker 5: We're not deploying it to people building on Cardonal. For me,
• 23:37
  Speaker 5: it's a lost cause. I don't care anymore. I just
• 23:40
  Speaker 5: hope that they don't interfere with the ability of the
• 23:42
  Speaker 5: government to turn itself on.
• 23:43
  Speaker 2: All right, So problems over within the Cardinal camp And
• 23:46
  Speaker 2: of course I think Charles hit on a couple of
• 23:48
  Speaker 2: points there is the builders are the ones suffering, and
• 23:50
  Speaker 2: that is the issue that a lot of times ecosystems
• 23:54
  Speaker 2: have is when those builders don't get that kind of
• 23:56
  Speaker 2: benefit going forward. So I mean, it's just, you know,
• 23:58
  Speaker 2: it's one of those things we look at. I don't
• 24:00
  Speaker 2: know if Cardono is going to fall out of the
• 24:01
  Speaker 2: top ten, but you know, it's a fun kind of
• 24:03
  Speaker 2: tongue in cheek type thing. But if they don't get
• 24:05
  Speaker 2: their stuff together on that, there could be problems there
• 24:08
  Speaker 2: for sure. Let's take a quick look at the charts
• 24:10
  Speaker 2: spitcoin holding it around ninety three six right now as
• 24:13
  Speaker 2: time and recording on New Year's Eve, likelihood, maybe we
• 24:18
  Speaker 2: see a little bit of a New Year's Eve pump,
• 24:19
  Speaker 2: but right now, everything's kind of somewhat flat. Taking a
• 24:22
  Speaker 2: look at eth Ether course has been a little bit flat,
• 24:25
  Speaker 2: holding it around thirty two thirty three hundred.
• 24:27
  Speaker 1: Of course, the.
• 24:28
  Speaker 2: Ones that I'm continuing to watch, Solana starting to make
• 24:30
  Speaker 2: a nice little move right now, up slightly really from
• 24:34
  Speaker 2: right here on December twenty second, nice little move right there,
• 24:37
  Speaker 2: Avalanche holding it about flat right now, Cardono, and of
• 24:41
  Speaker 2: course some of the others that we've been watching, they're
• 24:43
  Speaker 2: suite right there, so we of course also holding flat.
• 24:46
  Speaker 1: What's XRP doing? What is XRP doing.
• 24:49
  Speaker 2: Let's take a look trending down. This is going to
• 24:52
  Speaker 2: be a make or break for XRP. I think if
• 24:55
  Speaker 2: we do see this clip above, this trend line, we're
• 24:57
  Speaker 2: going to see some movement here for XRP. So interesting
• 25:00
  Speaker 2: times ahead for a lot of what's happening in twenty
• 25:03
  Speaker 2: twenty five.
• 25:04
  Speaker 1: Stick around.
• 25:04
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• 25:06
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• 25:08
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• 25:12
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• 25:15
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• 25:18
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• 25:20
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