Latest / The Paul Barron Crypto Show / Bitcoin Reserve Friday Announcement = Too Much Hype?🔥Crypto Market Update

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Bitcoin Reserve Friday Announcement = Too Much Hype?🔥Crypto Market Update · The Paul Barron Crypto Show

0:07
Speaker 1: Let's talk to the Bitcoin Strategic Reserve today what it's
0:09
Speaker 1: going to look like. And it's all coming up on
0:12
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Speaker 1: get started, all right, let's go over to a couple
0:58
Speaker 1: of points I want to hit on. President Trump is
1:01
Speaker 1: going to reveal the Bitcoin reserve strategy at the White
1:03
Speaker 1: House Crypto Summit on Friday. This of course is coming
1:07
Speaker 1: from Lutnik, the Commerce Secretary, And there are some things
1:10
Speaker 1: happening within this that I think are intriguing on I'll
1:13
Speaker 1: break it down in the video today, but a lot
1:16
Speaker 1: of working parts here, and I think also a strategy
1:19
Speaker 1: that will come into the reserve as well. The confirmed
1:23
Speaker 1: attendees we think, and I'll zoom in on this right here.
1:27
Speaker 1: Trump apparently is going to be there, Bohindz, David Sachs,
1:30
Speaker 1: we have garling House coming in from Ripple, Michael Saylor,
1:33
Speaker 1: Paalo Ardonio who is the Tether CTO. Also, we've got
1:38
Speaker 1: Kathy Wood coming in that'll be a good one. Cardono
1:42
Speaker 1: possibly there, Salona possibly there, Ethereum, and so on. So
1:46
Speaker 1: some really good representation that will be at this summit.
1:51
Speaker 1: I think this could be the big break for crypto overall.
1:55
Speaker 1: Bitcoin to be treated differently though, that's the big question
1:58
Speaker 1: right now from all coins in the US crypto Reserve,
2:02
Speaker 1: and this is a little different, so the question will
2:04
Speaker 1: be do we get a strategic reserve on bitcoin and
2:08
Speaker 1: then some sort of crypto benefits for American made cryptos.
2:13
Speaker 1: And that's kind of the question. He went on in
2:15
Speaker 1: this article, his president's interest in a strategic reserve while
2:19
Speaker 1: other tokens will be treated positively but differently. And this
2:24
Speaker 1: is coming from Howard Lutnik. And if you look further in,
2:26
Speaker 1: I think the model is going to be announced. I
2:28
Speaker 1: think the model is going to be announced on Friday
2:32
Speaker 1: when we do that. And he suggested that Pavlovic, which
2:36
Speaker 1: is that to the researcher here, that the bitcoin reserve
2:40
Speaker 1: would be a unique status under Trump's plan, so very
2:44
Speaker 1: unique in the sense of maybe it's going to be
2:46
Speaker 1: a reserve that's going to have all sorts of working parts.
2:49
Speaker 1: My anticipation there could be a tax incentive or attax credit.
2:54
Speaker 1: And I think the question will be if you're an
2:56
Speaker 1: American crypto company, because remember we're seeing tariffs all over,
3:01
Speaker 1: why couldn't he do a crypto tariff? And then could
3:04
Speaker 1: that be And let me know down in the comments
3:06
Speaker 1: if you like that idea or you don't like that.
3:08
Speaker 1: I'm sure if you're invested in anything that is not American,
3:12
Speaker 1: then you're probably against that idea of putting a crypto
3:15
Speaker 1: tax on that. I want to go over to a
3:17
Speaker 1: couple of clips. Here, here's Pamplano going into what the
3:20
Speaker 1: reserve would mean globally. Take a look earlier this week,
3:24
Speaker 1: I call it a Robin Hood's co founder and seal
3:25
Speaker 1: of blat Ten if he said he didn't sound like
3:29
Speaker 1: we're getting a bitcoin reserve this year, but we may
3:31
Speaker 1: get a stable point regulation.
3:33
Speaker 2: Do you think we get a bitcoin reservetion? I think
3:35
Speaker 2: we'll get both. Stable cooin regulations can be very important.
3:38
Speaker 3: I think we will get that, But I also think
3:39
Speaker 3: that there's very different forms.
3:41
Speaker 2: Of a strategic bitcoin reserve.
3:43
Speaker 3: We can hold the two hundred thousand bitcoin that we have,
3:44
Speaker 3: you just say we're not going to sell it, Technically
3:46
Speaker 3: that'll count. And I don't think that's what people want.
3:48
Speaker 3: I think people want the United States to go and
3:50
Speaker 3: buy bitcoin. And the question is what is that process.
3:52
Speaker 3: Can it be done through executive order or are we
3:54
Speaker 3: going to have to go through kind of the legislative
3:55
Speaker 3: process which gonna be much harder and may not happen
3:58
Speaker 3: this year.
3:58
Speaker 1: Bitcoin reserve where just bitcoin got.
4:00
Speaker 2: Much higher, much higher.
4:02
Speaker 3: Yeah, I mean, look anytime that you look at kind
4:04
Speaker 3: of these new fools.
4:05
Speaker 2: Of capital entering into the market.
4:06
Speaker 3: Usually there is some initial buyer that it provides career
4:11
Speaker 3: cover for everybody else. So you saw Paul Keuter Jones
4:13
Speaker 3: and Stanley Truckiet Miller do this in twenty twenty. They
4:15
Speaker 3: came out and said we own bitcoin. Every portfolio manager
4:18
Speaker 3: on Wall Street could then go buy bitcoin.
4:20
Speaker 2: When you saw Black Rocket Fielity come out and.
4:21
Speaker 3: Say we're gonna have an ETF every single financial institution,
4:24
Speaker 3: they're in the game. If the United States of America
4:26
Speaker 3: starts buying bitcoin, every country in the world now has
4:29
Speaker 3: to cover to.
4:29
Speaker 2: Go and do it the same.
4:30
Speaker 3: And so it's not just a US story, It's gonna
4:32
Speaker 3: be a global FOMO story.
4:33
Speaker 2: And I think that puts at the price much much higher.
4:35
Speaker 4: All right.
4:35
Speaker 1: So as you can see there, he's getting at the
4:37
Speaker 1: point of the idea of more countries that would agree
4:42
Speaker 1: with the strategy that Trump has put forth, and that
4:45
Speaker 1: is to go in with a bitcoin reserve. If you
4:46
Speaker 1: think about gold reserves, almost every country has a gold reserve.
4:49
Speaker 1: So could this put a buying spree around at least
4:52
Speaker 1: the G seven, if not some of the G twenty.
4:55
Speaker 1: They could really pressure up the market. So is there
4:58
Speaker 1: a possibility for a pump incoming? We'll go to this
5:01
Speaker 1: next clip and you'll see why.
5:02
Speaker 3: Take a look focks looking like there said to attempt
5:06
Speaker 3: to rebound this morning following yesterday's wild market swing.
5:09
Speaker 2: You know, can we trust what happened yesterday?
5:11
Speaker 4: What are people dealing with in terms of this little
5:14
Speaker 4: uptick in volatility?
5:15
Speaker 5: I think not much so far. You know, there's there's
5:18
Speaker 5: been a lot of come to Jesus moments here to date.
5:20
Speaker 5: I think last year, you know, I can't tell you
5:22
Speaker 5: the number of investors who said to me, we think
5:24
Speaker 5: Trump's going to manage the market. The market is a
5:27
Speaker 5: gauge of his success. You know, we've had a reckoning
5:29
Speaker 5: over that, and so everything that happens from now you know,
5:32
Speaker 5: to me, has actually been relatively orderly because there had
5:35
Speaker 5: been hedges in the market. The question is if we
5:38
Speaker 5: start to get these gap downs, or these volatility potholes
5:41
Speaker 5: as we like to call it, you know what happens then?
5:44
Speaker 5: Because the truth is, there's a lot of strategies right
5:47
Speaker 5: now in the derivatives world that just hinge on the
5:50
Speaker 5: idea that volatility is going to remain suppressed, and I
5:53
Speaker 5: don't know that we can count on that going forward, all.
5:57
Speaker 1: Right, So there's still some factors playing out here in
6:00
Speaker 1: the markets in general, and obviously the S and P
6:02
Speaker 1: and just the stock market in general has a lot
6:05
Speaker 1: of pressure on risk assets everything we're doing here in crypto,
6:09
Speaker 1: so just be aware of that. Now, the wild card
6:12
Speaker 1: that seems to be in this discussion is the whole
6:15
Speaker 1: idea of American made crypto. And when you look at
6:19
Speaker 1: this tweet right here, big winners of US crypto policy
6:21
Speaker 1: XRP as Soul, also Avalanche possibly waiting recognition. But you've
6:26
Speaker 1: got swee file coin, aptos, near Protocol Move, There's quite
6:30
Speaker 1: a few here along with Link. I know that Chang
6:33
Speaker 1: Link is going to be at the event, or they
6:35
Speaker 1: claim to be at the event on Friday, but there
6:38
Speaker 1: are many others. You've got Hadera in this group. The
6:42
Speaker 1: question is are we going to see a maybe a
6:45
Speaker 1: splintering of the market. And what I mean by that
6:48
Speaker 1: is American made crypto is going to be treated this way.
6:52
Speaker 1: Any crypto not in America is going to be treated
6:54
Speaker 1: this way. I mean that it's a lot in the
6:56
Speaker 1: theme of what Trump seems to be doing around the
7:00
Speaker 1: world right now, but he's usually dealing with governments, and
7:03
Speaker 1: since crypto really isn't a government scenario, it's going to
7:07
Speaker 1: be something to watch for sure. I want to go
7:09
Speaker 1: to another clip because this gets into more of the
7:12
Speaker 1: strategic plans that could flow down into the states, and
7:17
Speaker 1: Florida could be one of the leaders listening what do.
7:21
Speaker 2: You want to do in Florida.
7:23
Speaker 4: Digital assets has really found a home in Miami Dade,
7:26
Speaker 4: and one of the things with the state's portfolio I
7:28
Speaker 4: want to be able to do is probably at bitcoin
7:31
Speaker 4: to be a piece of the state's financial portfolio. It's
7:35
Speaker 4: really proven to be a great holder of value and
7:39
Speaker 4: of wealth, and if we incorporate that into our state's
7:41
Speaker 4: balance sheet, it could be something that will help us
7:44
Speaker 4: whether any potential future storms economically in the future.
7:47
Speaker 3: Already you're starting to see Miami and other areas of
7:51
Speaker 3: Florida become a hub for crypto and digital assets.
7:55
Speaker 2: How can you take that to the next level.
7:57
Speaker 4: Up in DC. There's some things that we need to change.
8:00
Speaker 4: You might want to talk about the accredited investor rule.
8:02
Speaker 4: We might have to look at some other regulatory features
8:04
Speaker 4: out of the SEC. Can there be a crypto exchange
8:07
Speaker 4: where you can actually tokenize assets real world asset, stocks, bonds,
8:13
Speaker 4: real estate, et cetera, Bitcoin, crypto assets, blockchain technology. This
8:17
Speaker 4: is new stuff. We're not just talking about future contracts
8:20
Speaker 4: with oil or with cattle, et cetera. This is a
8:23
Speaker 4: very different stuff. I would like to see a new
8:24
Speaker 4: regulatory environment, but if we're just going to play it
8:27
Speaker 4: how it is right now, the CFTC is the likely
8:29
Speaker 4: place for that. And Maria, we have to stop living
8:32
Speaker 4: in the pass in the United States when it comes
8:33
Speaker 4: to our regulatory system. We need to live in the future.
8:37
Speaker 4: This is one of the reasons why Donald Trump has
8:39
Speaker 4: decided to endorse me for governor and real quick to
8:42
Speaker 4: my friend Vivic Wamaswami and I heard his comments. I
8:45
Speaker 4: wish him all the best in Ohio, but Florida is
8:48
Speaker 4: the best date in the country now and we're going
8:50
Speaker 4: to remain the best date in the country.
8:53
Speaker 1: So Barron Donald's ara course hitting on a lot of this,
8:55
Speaker 1: and I think this is this would be a good
9:00
Speaker 1: I think for the market in general. And what he's
9:01
Speaker 1: referencing is what Vladis talked about. This is the CEO
9:04
Speaker 1: of Robinhood before is that being able to onboard companies. Now,
9:08
Speaker 1: what he did mention is possibly an exchange that could
9:12
Speaker 1: be involved in this in some way for non accredit
9:15
Speaker 1: investors for doing startups, things about nature, think of a
9:18
Speaker 1: ipo ico potential that could happen here in the state
9:22
Speaker 1: of Florida, all related to where blockchain investing is going.
9:25
Speaker 1: So he's definitely turning on a dime here in terms
9:28
Speaker 1: of again, whether or not they pull it off here
9:30
Speaker 1: in the state of Florida, we'll see, but at least
9:32
Speaker 1: we've had somebody that's really for it. Let's go over
9:35
Speaker 1: to Cryptopolitan. This is the headline right here. The crypto
9:39
Speaker 1: community is turning on President Trump. That's a good thing.
9:43
Speaker 1: There's some things within this article that I don't necessarily
9:45
Speaker 1: agree with, but I'm going to show you he took
9:48
Speaker 1: it too far. Over the weekend, Trump announced the US
9:50
Speaker 1: Strategic Asset Reserve not just for Bitcoin but also for
9:52
Speaker 1: ETHEXRP Salana Soul Cardinal. Everybody was a little bit upset
9:56
Speaker 1: about that. Obviously, there was immediate shambles on Sunday when
10:01
Speaker 1: it happened, and even bitcoin because bitcoiners were just like, WTF,
10:06
Speaker 1: what's going on here? But buying bitcoin with the government
10:08
Speaker 1: money is one thing. Buying a mix of you know,
10:10
Speaker 1: other things is not necessarily on it, And the community
10:14
Speaker 1: turned on him very fast. So I think they've kind
10:16
Speaker 1: of walked that back with this whole idea of treating
10:19
Speaker 1: it differently. Or maybe there was a move that was
10:23
Speaker 1: in play by Trump because he's a pr guy and
10:26
Speaker 1: he knows how to spend this stuff. Did he already
10:28
Speaker 1: have a strategy and he wanted to see what the
10:30
Speaker 1: market would do based on his release of information on Sunday?
10:34
Speaker 1: Because I often wondered why on Sunday and why a
10:37
Speaker 1: week before the summit when you would do the announce
10:40
Speaker 1: This gives them a lot of chance to really see
10:42
Speaker 1: how the market responds. Blatant market manipulation, insider trading that's
10:46
Speaker 1: going to truly be heartbreaking. Very next day, another whale
10:49
Speaker 1: opened up some short positions merely hours before Trump made
10:52
Speaker 1: the announcement go ahead with tariffs China, et cetera. And
10:56
Speaker 1: then you've got Eric Trump who keeps posting and telling
10:58
Speaker 1: people to hold I know there's a lot of speculation
11:01
Speaker 1: here that there's some sort of insider scenarios playing out,
11:04
Speaker 1: and there will could be, but the idea is right
11:07
Speaker 1: now is this still is an investment market, just like
11:10
Speaker 1: anything else, whether you're in stocks, bonds, real estate. People
11:13
Speaker 1: will learn things in all of these areas, including what
11:16
Speaker 1: we've seen even coming out of DC and the investments
11:20
Speaker 1: of our own Congress people. Is that people will learn stuff.
11:24
Speaker 1: And a lot of times it's in these back rooms, conferences,
11:27
Speaker 1: cocktail parties, and all it takes is one little mention
11:31
Speaker 1: that somebody has said something like this that will open
11:33
Speaker 1: up an idea of a savvy trader that could move
11:36
Speaker 1: on that. So I think everybody has to understand this.
11:38
Speaker 1: We are in a different time right now, especially around
11:41
Speaker 1: blockchain and crypto going forward. Everybody looked in and listened
11:45
Speaker 1: to the speech last night. Trumps silence on cryptos in
11:49
Speaker 1: the congressional speech there signals it's not a priority. I
11:52
Speaker 1: disagree with this. Also, there's a reason why when you
11:55
Speaker 1: look at going out in front of Congress, and you
11:59
Speaker 1: look at you're going out really in front of the
12:02
Speaker 1: American people, and for the most part, you have to
12:05
Speaker 1: remember crypto holders. I know we all think it's a
12:07
Speaker 1: very big bubble, it's a very small bubble. It's a
12:10
Speaker 1: very powerful bubble, but it's a small bubble, and I
12:13
Speaker 1: think that's the scenario. When you're going out in front
12:15
Speaker 1: of Congress and the American people, you're going to focus
12:17
Speaker 1: on the core things that put you in office. And
12:20
Speaker 1: I think that's kind of what he did was just
12:23
Speaker 1: go and read it, deliver a lot of the campaign speech.
12:26
Speaker 1: Whether you like it or you don't like it, the
12:28
Speaker 1: point is is I wasn't really worried that Crypto wasn't
12:30
Speaker 1: mentioned because we have the Crypto Summit coming on Friday.
12:33
Speaker 1: That's the home run that either will make it or
12:36
Speaker 1: break it for the market. One thing to be aware
12:38
Speaker 1: of is you got to think about that coming on Friday.
12:43
Speaker 1: This may pump the market, and we also may see
12:46
Speaker 1: a dump if something isn't said perfectly for that because
12:50
Speaker 1: it's a very finical market. So just be very cautious
12:53
Speaker 1: in how you're making your trace today. Trump also could
12:55
Speaker 1: back off him on some tariffs today. There was a
12:59
Speaker 1: lot of speculation on this last night, and especially since
13:03
Speaker 1: Mexico and Canada got their twenty five percent tariffs hit yesterday.
13:07
Speaker 1: I think he's going to work something out with them.
13:09
Speaker 1: And this is Lutnik, the Secretary of Commerce. It's not
13:12
Speaker 1: going to be a pause, none of that pass up.
13:14
Speaker 1: So they're still playing hardball. But I think he's going
13:17
Speaker 1: to figure out either you do more or I'll meet
13:20
Speaker 1: you in the middle some way. So he's working on
13:22
Speaker 1: some deals I think, with Canada and Mexico to try
13:25
Speaker 1: to work this out. Does it mean? And remember these
13:27
Speaker 1: are all negotiating tactics. This is what Trump does. He
13:31
Speaker 1: understands that. The question is is does the market understand
13:34
Speaker 1: that that's the real one. Also, the US is considering
13:38
Speaker 1: a month month delay on auto TIFFs, both on Canada
13:41
Speaker 1: and Mexico. So that's kind of the first step in
13:42
Speaker 1: the right direction. That's a pretty big deal when you
13:45
Speaker 1: look at the line list of comparable tariffs on much
13:49
Speaker 1: of our stuff going into these countries versus the United States.
13:52
Speaker 1: I want to go to another clip. This is Lutnik
13:54
Speaker 1: where he talks about the pain that this could cause,
13:57
Speaker 1: this tariff war. Take a look, and how much pain
14:00
Speaker 1: are we going to be willing to take?
14:02
Speaker 2: And inflation if you know, if all of a sudden they.
14:06
Speaker 1: Hit us right back. Remember so you made one comment.
14:10
Speaker 6: So inflation comes from a government printing more money. Some
14:14
Speaker 6: prices can get Take this bottle of water.
14:17
Speaker 2: It can't happen at all.
14:18
Speaker 1: Tariffs do not.
14:20
Speaker 6: Tariffs do not do not do not create inflation. Printing
14:24
Speaker 6: money creates inflation. You have a balanced budget, there can't
14:27
Speaker 6: be inflation. It doesn't mean one product could be more
14:29
Speaker 6: expensive and one product could be less expensive. But China,
14:33
Speaker 6: I'll give you an example. China has the highest tariffs
14:36
Speaker 6: in the world in the world, everything gets tafted in China,
14:40
Speaker 6: and they don't have inflation.
14:41
Speaker 1: In fact, they have deflation.
14:43
Speaker 6: India the second highest tariffs in the world.
14:46
Speaker 1: They don't have inflation.
14:47
Speaker 6: So this concept is just people whining and complaining and
14:51
Speaker 6: not being truthful. The fact is, we need to protect America.
14:56
Speaker 6: Why does China tariff everything and we give them a
14:59
Speaker 6: free ride back here?
15:02
Speaker 1: All right? So, I mean Lutnik is making some good points.
15:05
Speaker 1: Granted this could cause price increases, does that really cause inflation?
15:10
Speaker 1: His explanation there is exactly accurate, and he's got a
15:15
Speaker 1: good example of two major powers out there, both India
15:18
Speaker 1: and China. But if you look at the goods side,
15:20
Speaker 1: and then you kind of consider the deficit that has
15:23
Speaker 1: happened between the US and some of these countries. US
15:26
Speaker 1: goods trade deficit widen twenty five point six month over month.
15:30
Speaker 1: This is a recorded a record of one hundred and
15:33
Speaker 1: fifty three billion in January. Now, most of this was
15:36
Speaker 1: probably people ordering more goods out of these countries because
15:39
Speaker 1: they were expecting these inflations to hit. So yeah, that's
15:43
Speaker 1: going to be a possibility. But exports did rise only
15:45
Speaker 1: two percent one hundred and seventy two billion, due to
15:48
Speaker 1: an increase in capital goods. So these massive imports, I
15:52
Speaker 1: think a lot of people were prepping.
15:53
Speaker 4: This.
15:53
Speaker 1: My question to a lot of these retailers, and this
15:56
Speaker 1: is the concern I have is that if these retailers
15:59
Speaker 1: got all these goods in and they know, hey, we're
16:01
Speaker 1: probably going to get something here, we might as well stockpile.
16:03
Speaker 1: Are they going to implement prices immediately, because if they
16:07
Speaker 1: do do, then they're simply price gouging because their cost
16:10
Speaker 1: is still the same on those goods and services. So
16:13
Speaker 1: I think that's the question that we'll be asking in
16:16
Speaker 1: the future, and it's very possible that's going to be
16:18
Speaker 1: keeping an eye on that. I also want to talk
16:20
Speaker 1: about recession because this is what everybody's discussing. This could
16:23
Speaker 1: still be a scenario where we see a recession pushing
16:27
Speaker 1: into the market. Many people are looking at Trump's strategy
16:30
Speaker 1: that could push us into a recession, similar like what
16:33
Speaker 1: we've seen with the Reagan era. I want to go
16:35
Speaker 1: to this clip right here. This is Bloomberg talking about that.
16:37
Speaker 1: Take a look.
16:38
Speaker 7: Expectations were for two percent plus in twenty twenty five.
16:43
Speaker 7: Does that have to be revised down?
16:45
Speaker 8: I think, sir Romain, and thanks for having me the
16:48
Speaker 8: median expectations two point three percent. I suspect we're going
16:51
Speaker 8: to see a whole series of downward revisions in the
16:54
Speaker 8: next few weeks. I suspect those revisions will be from
16:58
Speaker 8: about half a percentage points as much one percentage point.
17:01
Speaker 8: And if that happens, we're going to be discussing the
17:05
Speaker 8: risk of what's called stall speed, which means the economy
17:09
Speaker 8: isn't going fast enough to gain the sort of subtraction
17:12
Speaker 8: that keeps us out of something worse.
17:15
Speaker 7: So, when we talk about what the economic conditions are
17:18
Speaker 7: going to be, Mohammad, are we talking about recession or
17:20
Speaker 7: is this more of those sort of stagflation scenarios that
17:24
Speaker 7: a lot of economists have been warning about for the
17:26
Speaker 7: past few weeks.
17:28
Speaker 8: So my own probability of recession has gone up from
17:30
Speaker 8: ten percent at the beginning of the year to somewhere
17:34
Speaker 8: between twenty five and thirty percent. So it's a risk scenario.
17:37
Speaker 8: It is not a baseline. Is there so many things
17:40
Speaker 8: moving right now that I'm afraid business will step back
17:45
Speaker 8: and say, you know what, let me wait and see
17:47
Speaker 8: how things evolve, and if that happens, then the economy
17:50
Speaker 8: slows all right.
17:52
Speaker 1: So this is interesting because the stall speed this is
17:54
Speaker 1: a term I had heard before and I wasn't really
17:57
Speaker 1: sure how it applied, but I think he is exactly right.
18:01
Speaker 1: What we could be facing right now is this period
18:04
Speaker 1: of slow down without it really being a recession, but
18:08
Speaker 1: it could definitely lead into one. There are so many
18:11
Speaker 1: as they kind of induced there is. There is a
18:13
Speaker 1: lot of working parts right now, both on the QEA
18:16
Speaker 1: side but also on the global macro side. This is
18:20
Speaker 1: the thing that plays into it now. Michael Saylor had
18:21
Speaker 1: an interesting statement and this was a video. We did
18:24
Speaker 1: a full video on this whole strategy and theory yesterday,
18:28
Speaker 1: and what he was saying was that Truff's tariffs could
18:31
Speaker 1: be stealth QE, weakening the dollar, fueling inflation and forcing
18:36
Speaker 1: the FED to cut rates or expand the balance sheet,
18:40
Speaker 1: so this liquidity could be on the way in if
18:43
Speaker 1: that isn't true in fact the case now, remember we
18:46
Speaker 1: talked about it in that video and it was yesterday
18:49
Speaker 1: where we were talking about three potential rate cuts. Remembered,
18:53
Speaker 1: less than a month ago, we were not talking we
18:55
Speaker 1: were talking about zero rate cuts in twenty twenty five.
18:58
Speaker 1: Now we're already up to potentially three. Something has changed
19:01
Speaker 1: between the Fed and the White House. I don't know
19:05
Speaker 1: where this is going, but something is definitely a foot
19:08
Speaker 1: here or where this is going to play out. Dollar
19:11
Speaker 1: and rates and oil are heading lower. All specific aims
19:15
Speaker 1: of Bessett and Scott has talked about this. This is
19:18
Speaker 1: you know the Treasure secretary, he's talked about this at length.
19:22
Speaker 1: Is that this is something that is a structured model
19:25
Speaker 1: on how they're trying to address the conditions and financial
19:28
Speaker 1: conditions are now easing fast. Lead risk as assets are
19:31
Speaker 1: by a couple of months should signal a good que two.
19:34
Speaker 1: So this would be both fortech and crypto. Some of
19:37
Speaker 1: these people are kind of looking at it. I agree
19:38
Speaker 1: with Raoul on this point is that if this does orchestrate,
19:43
Speaker 1: but it's very sensitive. There's a lot of working parts.
19:46
Speaker 1: These tearffs still have some I think validity. I think
19:49
Speaker 1: still the Ukraine situation has a lot of validity. But
19:51
Speaker 1: the bigger thing right now is the amount of money
19:55
Speaker 1: that's going into the global ecosystem. And if you just
19:58
Speaker 1: look at what Germany did, Germany really kind of went
20:02
Speaker 1: off the res off the reserve, so to speak, and
20:05
Speaker 1: has start to put their amount of printing at a surplus.
20:10
Speaker 1: So what it's the most ever in history of Germany.
20:14
Speaker 1: So that move right there could see some other domino
20:18
Speaker 1: start to fall in the EU as well. So with
20:21
Speaker 1: that being said, the US dollar Dixie right there is
20:24
Speaker 1: falling bet a blow. It's two hundred day moving average
20:27
Speaker 1: for the first time since November. This could be another
20:29
Speaker 1: factor right here that again plays into the potential of
20:33
Speaker 1: risk assets and the stock markets starting to cease movement here.
20:36
Speaker 1: So all this could play very good, but it is
20:39
Speaker 1: delicate right now. Dan Gambardello says, Hey, look, since Trump
20:45
Speaker 1: took office, the dollars started as its descend, just like
20:47
Speaker 1: he said or did in the first term. The fractal
20:50
Speaker 1: might be the most important fractal in crypto. Last cycle,
20:54
Speaker 1: this triggered a parabolic, but run. Everybody was probably looking
20:57
Speaker 1: at that the Dixie last time. When the dollar is weaker,
21:01
Speaker 1: crypto is stronger vice versa. So this could be the
21:04
Speaker 1: scenario which fundamentals right now and I would agree, are
21:08
Speaker 1: one hundred times stronger now. Granted it's fundamentals, but also
21:12
Speaker 1: a lot of manipulation, guys, because we have entered into
21:15
Speaker 1: a new era in crypto, and it's one that I
21:17
Speaker 1: think a lot of the crypto market is a little
21:20
Speaker 1: upset with. And that is because they understand now that
21:24
Speaker 1: you know, the chain is off and the big bulldogs
21:28
Speaker 1: are in the yard, and I think that's the problem
21:31
Speaker 1: that many people are trying to deal with right now.
21:33
Speaker 1: It's what we've seen with these little you know, antics
21:36
Speaker 1: of what we know probably are as insider trading, but
21:39
Speaker 1: we'll see, we'll see. It still has a lot to say.
21:42
Speaker 1: Let's talk about Solana for a second. This is something
21:46
Speaker 1: that's coming up, and of course Solana is going to
21:48
Speaker 1: announce well already announced May twenty second, third in DC
21:51
Speaker 1: or excuse me, in New York. This is a big
21:54
Speaker 1: one because it's called the event for Solana Accelerate. This
21:58
Speaker 1: is similar, I guess this is similar to point, my
22:00
Speaker 1: question is are they really going to showcase as an
22:04
Speaker 1: American company, because I think by then we are going
22:07
Speaker 1: to have very clear situations with American based crypto that
22:13
Speaker 1: it's going to dictate a lot of strategy overall for
22:18
Speaker 1: many of these blockchains and many of these projects going forward.
22:21
Speaker 1: So we got to look at it, guys, we got
22:23
Speaker 1: to look at it. Arbitram was just listed on Robinhood.
22:26
Speaker 1: This is a big deal because robinhood does not list
22:29
Speaker 1: new projects very often, and of course Arbitram took a
22:32
Speaker 1: nice little bump up. Final up is we'll take a
22:34
Speaker 1: look at the chart on Bitcoin. Of course, a little
22:37
Speaker 1: bit of move up here recently over the last couple
22:39
Speaker 1: of days, starting to perch back into the ninety k range.
22:44
Speaker 1: And I think as we get into this and you
22:46
Speaker 1: look at XRP holding it around two fifty right now,
22:50
Speaker 1: Solana holding it around one forty five right now, this
22:54
Speaker 1: of course is these manipulation bars that we've seen in
22:57
Speaker 1: a lot of these things. And even if we go
22:58
Speaker 1: Intole's go into uniswap, that had a nice little move
23:01
Speaker 1: up back up to round seven thirty eight. So this
23:04
Speaker 1: might be a goodbye for a lot of these tokens. Again,
23:07
Speaker 1: if you zoom out and kind of take a look
23:09
Speaker 1: at some of these projects, many of them are nearing
23:13
Speaker 1: some of their all time lows. So good timing here,
23:16
Speaker 1: and remember this could be the one rabel Pal says
23:19
Speaker 1: this all time. This is the cycle that we could
23:21
Speaker 1: see that makes a lot of wealth transfer, maybe for
23:25
Speaker 1: the first time into millennials in gen Z. So kudos
23:29
Speaker 1: to everybody that's in crypto out there. If you're not
23:32
Speaker 1: subscribed to our Diamond Circle, we'll get in on that
23:34
Speaker 1: and also get into my telegram group. There's only one
23:37
Speaker 1: telegram group out there, guys, I have no others. It's
23:40
Speaker 1: only one. It's official Paul Baron and we leave a
23:44
Speaker 1: link down below. We also put it on our website
23:46
Speaker 1: so you can't miss it. Use those links to get
23:48
Speaker 1: to the telegram group. Don't go to any others. There's
23:50
Speaker 1: some fake ones out there. Watch out what you're doing.
23:52
Speaker 1: I won't ask you for any money, and any telegram group,
23:56
Speaker 1: we will direct you back to our website on anything
23:58
Speaker 1: we do, and of course over here to the YouTube channel.
24:01
Speaker 1: So check it out. Follow me on x at Paul Baron.
24:03
Speaker 1: We'll catch you next time right here on techpath