Latest / The Paul Barron Crypto Show / Everything Rally?🚀Crypto Market Update

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Everything Rally?🚀Crypto Market Update · The Paul Barron Crypto Show

0:00
Speaker 1: Is the everything rally beginning today, we'll break it down.
0:03
Speaker 1: Crypto could be in a very interesting spot. Let's just
0:05
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0:42
Speaker 1: Let's go over to a couple of points. I want
0:44
Speaker 1: to hit on one, of course, which is I saw
0:47
Speaker 1: this and I wasn't sure it was real. I thought
0:49
Speaker 1: it was AI for a moment. In fact, I checked it,
0:52
Speaker 1: we double checked it. Yes, it's right, absolutely insane. Venezuela
0:56
Speaker 1: stock market is now up seventy three percent since President
0:59
Speaker 1: Madur was captured, and of course this is absolutely off.
1:06
Speaker 2: It's off the chain.
1:07
Speaker 1: I don't know if this is temporary or if this
1:09
Speaker 1: is a suppression in how this market is going to
1:13
Speaker 1: respond just from here out. Who knows where this could go.
1:16
Speaker 1: So you wouldn't think that capturing another president of a
1:20
Speaker 1: country would be good for markets. For for whatever reason,
1:23
Speaker 1: we're starting to see lift in the markets around this.
1:27
Speaker 1: So I don't know if this is anticipating maybe good
1:31
Speaker 1: things happening for Venezuela as a country, or possibly tokenization
1:35
Speaker 1: of some of their assets that they have there. That
1:39
Speaker 1: really could be something that could be a global phenomenon.
1:42
Speaker 1: If a country were to figure out how to tokenize
1:45
Speaker 1: many of their raw resources, that could be a huge
1:48
Speaker 1: benefit for countries like Venezuela. Maybe that is where some
1:51
Speaker 1: of this, you know, kind of this blue sky is
1:54
Speaker 1: coming from. Other blue sky is coming from Matt Hogan.
1:57
Speaker 1: Matt Hogan hits on a couple of points consensus.
2:00
Speaker 2: I agree with this.
2:01
Speaker 1: Matt is that institutions are slowly No, they are not
2:04
Speaker 1: slowly warming up. In fact, they are charging full speed
2:08
Speaker 1: ahead and going in too crypto as a key business priority.
2:13
Speaker 1: I think this may be even an understatement right now.
2:17
Speaker 1: And obviously he was responding to what Morgan Stanley was
2:20
Speaker 1: doing filing for a bitcoin Solana ETFs. All of that
2:24
Speaker 1: that's old school finance, guys. Old school finance is now
2:28
Speaker 1: in the middle of the crypto markets with these ETFs,
2:31
Speaker 1: which of course in Jeck's capital from Wall Street into
2:34
Speaker 1: a lot of these tokens in general. Other things I
2:37
Speaker 1: want to hit on because this is a clip that
2:39
Speaker 1: I want to go to. This is John di Agostino
2:42
Speaker 1: who talks about retail versus what we're seeing an institution take.
2:46
Speaker 3: A look, right, and my question is the ones that
2:49
Speaker 3: are thinking, did anybody slow down on the thinking.
2:52
Speaker 4: On the institutional side, right?
2:54
Speaker 3: And are you surprised then that the value of bitcoin
2:57
Speaker 3: it obviously went the other direction at a time when
2:59
Speaker 3: you did have this big influx, And so what should
3:02
Speaker 3: we take away from that?
3:03
Speaker 4: Well, again, during that period of time, you had massive
3:05
Speaker 4: ETF outflows.
3:06
Speaker 2: So what I saw was retail.
3:07
Speaker 4: Panicking and institutional providing that support buffer and foundation for
3:11
Speaker 4: that price not to go even lower. I think today
3:14
Speaker 4: versus a year ago, I don't know of a single
3:17
Speaker 4: large company that doesn't have an AI and blockchain strategy,
3:21
Speaker 4: or at least thinking of one. We're seeing a gradual
3:24
Speaker 4: rebuilding from this liquidity event we had in October tenth.
3:27
Speaker 4: We're seeing retail sentiment catch up to what we've known
3:31
Speaker 4: on the institutional side. So retail sentiment catching up to
3:33
Speaker 4: institutional momentum.
3:36
Speaker 1: These are the kind of times, guys, that we talk
3:38
Speaker 1: about on this show a lot, and that is that
3:41
Speaker 1: you get these pullbacks, retail runs for the hills. Institution
3:46
Speaker 1: just sets back and soaks up all the juice and
3:49
Speaker 1: it's going to happen again.
3:50
Speaker 2: This is not new.
3:52
Speaker 1: This is a common denominator that we have seen throughout
3:55
Speaker 1: investing cycles in the last multiple years. And I don't
3:59
Speaker 1: understand how retail. Maybe it is the fact that we're
4:02
Speaker 1: seeing some new retail coming into it, but I don't
4:04
Speaker 1: understand how retail even flinches at this stuff in reality,
4:09
Speaker 1: other than tax loss harvesting or something like that. That's
4:12
Speaker 1: a different scenario that plays out all entirely different. The
4:16
Speaker 1: other thing that you've got to look at is what's
4:18
Speaker 1: going on with spot bitcoin ETFs. They are continuing to
4:21
Speaker 1: climb now coming in to twenty twenty six like a line.
4:23
Speaker 1: This is reported by Eric balshunis coming in from Bloomberg,
4:26
Speaker 1: one of the ETF analysts up there, one point two
4:29
Speaker 1: bill in inflows, and of course this is just the
4:32
Speaker 1: first two days with I don't know, this is going
4:35
Speaker 1: to get unbelievable. That's one hundred and fifty billion year
4:38
Speaker 1: pace right now, and it's just the first week of January,
4:42
Speaker 1: so get ready, things could be very interesting as the
4:46
Speaker 1: sun is definitely shining. Let's go over and take a
4:48
Speaker 1: look at Whale Tracker because there's a couple of points
4:50
Speaker 1: I want to showcase right here other than Bitcoin. Cinema
4:53
Speaker 1: Tracker starting to slip up a little bit. But if
4:56
Speaker 1: you look at the ETF numbers right here, look at
4:59
Speaker 1: these crazy numbers coming in.
5:01
Speaker 2: This is of course on weekly on Bitcoin.
5:04
Speaker 1: If you go over to the daily you can kind
5:05
Speaker 1: of see just a little bit more here on where
5:08
Speaker 1: this is going. All of these inflows starting to flow
5:13
Speaker 1: very quickly into Bitcoin and some of the other ETFs
5:16
Speaker 1: out there. For sure, gold Stellar performance in twenty twenty
5:20
Speaker 1: five is now being compared to what we're seeing now
5:24
Speaker 1: with Bitcoin's performance, but more on the sense of the ETFs.
5:29
Speaker 1: Because Gold's ETFs are slowing, Bitcoin ETFs now starting to
5:34
Speaker 1: flow up. This might be the year finally Bitcoin pulls
5:38
Speaker 1: back that crown on performance versus gold.
5:41
Speaker 2: Let me know how you guys are doing this. Are
5:43
Speaker 2: you trading because I know there's a lot of people.
5:44
Speaker 1: That buy gold and maybe have been in that gold
5:47
Speaker 1: trade since about thirty two hundred and in and or
5:51
Speaker 1: silver because I mean silver we started reporting one was
5:53
Speaker 1: around thirty bucks.
5:54
Speaker 2: This is an opportunity.
5:55
Speaker 1: Is this a chance for you guys to take some
5:57
Speaker 1: profits and maybe go into more real based assets, especially
6:01
Speaker 1: as we start to lean into some of the key
6:04
Speaker 1: things that are going to drive this going forward. Let
6:06
Speaker 1: me know in the comments down below, looking at the markets,
6:09
Speaker 1: utility is the key thing here that we continue to
6:13
Speaker 1: focus on, and it's the thing that I still believe
6:16
Speaker 1: and I had a conversation I'll play a clip here
6:18
Speaker 1: in a minute with another expert in the industry that
6:22
Speaker 1: is talking about utility and if you look at where
6:24
Speaker 1: the performance is, I'm just going to stay on the
6:26
Speaker 1: seven day right there in terms of performance. Yet XRP
6:29
Speaker 1: coming in at twenty percent, Solana coming in up up ten,
6:33
Speaker 1: even Doge holding at eighteen. I think does is going
6:36
Speaker 1: to end up playing a bigger role in this cycle.
6:39
Speaker 1: Chain Link up ten, their Stellar at twelve twenty eight percent,
6:44
Speaker 1: almost thirty percent on Suite absolutely going nuts. And of
6:47
Speaker 1: course we just had Steven On from mcclerg or Canary Capital,
6:51
Speaker 1: Steve mclerk from Canary Capital talking.
6:53
Speaker 2: About the Suite ETF that they are launching.
6:56
Speaker 1: That will be another big push into Wall Street in
7:01
Speaker 1: general as well.
7:02
Speaker 2: For sweet other things that.
7:03
Speaker 1: Are happening right now. Global assets are recording a historic
7:07
Speaker 1: twenty twenty five. You look at stocks, commodities all posted
7:10
Speaker 1: a fifty plus percent combined returned huge and you look
7:15
Speaker 1: at what's going on in the Commodity index up over
7:18
Speaker 1: double digit. Then Bloomberg Global Aggregate Credit Total Return Index
7:23
Speaker 1: another double digit. These are the kind of things you
7:25
Speaker 1: just don't see very often. And from what Vesent and
7:29
Speaker 1: Trump and the administration are saying right now, they think
7:33
Speaker 1: this is just beginning.
7:34
Speaker 2: Do you think that?
7:35
Speaker 1: Do you think this is a fake pump that we're
7:38
Speaker 1: in right now coming out of the tax harvesting period.
7:42
Speaker 1: Steven was on yesterday said it was what do you
7:45
Speaker 1: guys think? Let me know down in the comments. Other
7:47
Speaker 1: things that I want to get to was a clip
7:51
Speaker 1: that I did an interview I did with Yachtsu of
7:54
Speaker 1: Animoca Brands. If you guys don't know who that is,
7:56
Speaker 1: go research it. If you're brand new to crypto, go
7:58
Speaker 1: out and learn a little about animal brands. They are
8:00
Speaker 1: going to be an IPO company here in the US,
8:04
Speaker 1: and I think they are going to be the gateway
8:07
Speaker 1: into web three. And I asked him on this clip
8:10
Speaker 1: what he thought was going to perform around all coins utility.
8:15
Speaker 2: Listen to what he had to say.
8:17
Speaker 5: So, things that happened in twenty five are now happening
8:19
Speaker 5: in twenty six. So that's our perspective. So we do think,
8:23
Speaker 5: you know, I know there's some people who disagree on
8:25
Speaker 5: this one, but we do think that twenty six will
8:27
Speaker 5: actually be a very good year for crypto because things
8:30
Speaker 5: like what's going to happen in the midterms have already
8:32
Speaker 5: been broadly baked in. Institutional interest and adoption remains fairly
8:36
Speaker 5: strong right now. The fact that gold and silver have
8:39
Speaker 5: accelerated up is actually, we think a good signal because essentially,
8:43
Speaker 5: you know, people cycle out capital for faster and better
8:46
Speaker 5: growth opportunities. Right the micro strategies of the world aren't
8:49
Speaker 5: going to stop buying bitcoin. However, you know, when you
8:52
Speaker 5: think about, you know, take away bitcoin as a store
8:55
Speaker 5: of value, right effectively, you can think of Ethereum or
8:58
Speaker 5: Solana or B and B, which are of course the
9:01
Speaker 5: other set of the majors effectively as utility tokens. Right,
9:06
Speaker 5: They're very valuable and important companies, but ultimately the companies
9:10
Speaker 5: that are building on top of this infrastructure are going
9:12
Speaker 5: to eclipse them because they are the ones that own
9:14
Speaker 5: the customer. Remember when Amazon first went out back in
9:18
Speaker 5: like you know, I think it was ninety seven or
9:20
Speaker 5: ninety eight, right, and Yeahoo was public, and then you
9:23
Speaker 5: had Google a little later and Facebook later. Like, imagine
9:26
Speaker 5: if you own these companies back in two thousand and
9:28
Speaker 5: two thousand and one or something like that.
9:29
Speaker 2: Right, you know.
9:30
Speaker 5: Well, here's my point, right, which is that if you
9:33
Speaker 5: were a fund, you would have to basically sell and
9:36
Speaker 5: liquidate the fund within ten maybe twelve years, and that'd
9:39
Speaker 5: be great. You'd have made a lot of money between
9:41
Speaker 5: two thousand and twenty twelve and thirteen. However, the real
9:44
Speaker 5: growth happened afterwards, right afterwards, and you would have missed
9:49
Speaker 5: out literally the growth from where they were worth one
9:51
Speaker 5: hundred billion to literally trillions.
9:54
Speaker 1: If you guys want to watch that full interview, we've
9:56
Speaker 1: actually dropped that video already on the channel, so you
9:59
Speaker 1: can see Yatsu's analysis around this trend that he sees
10:03
Speaker 1: coming out in twenty twenty six. He had some other
10:05
Speaker 1: things to say that I think are very intriguing around Japan.
10:08
Speaker 1: That was the video that we did, so check it
10:10
Speaker 1: out over there. Another point that he hit on, which
10:13
Speaker 1: I think is very important is how the rest of
10:17
Speaker 1: global finance is addressing to what is happening here in
10:21
Speaker 1: the US when it comes to blockchain and RWA's here's
10:24
Speaker 1: the reason the World Economic Form is about to happen
10:28
Speaker 1: in Davos, and of course one of the things that
10:30
Speaker 1: is going main stream, not sidebar, not secondary change or stages,
10:37
Speaker 1: this is getting into mainstream of Davos and wef around blockchain.
10:43
Speaker 1: So going from on chain markets to de extinction. This
10:47
Speaker 1: is going to be one that Yatsu will be on.
10:50
Speaker 1: We'll probably report about that and many more that are
10:53
Speaker 1: going to be revealing on I think a lot of
10:55
Speaker 1: things at the World Economic Forum that will be interesting
10:58
Speaker 1: to see how the rest of the world's to pay
11:00
Speaker 1: attention watch out, because I think the EU is watching
11:04
Speaker 1: very closely how the US is starting to attract and
11:08
Speaker 1: treat crypto in general. Other things you got to look
11:11
Speaker 1: at right now is of course the Clarity Act. We
11:14
Speaker 1: decided to ask Grock if this was true. Yes, the
11:18
Speaker 1: sources do confirm that the US Senate Banking Committee has
11:21
Speaker 1: a scheduled.
11:22
Speaker 2: Markup for the Clarity Act.
11:24
Speaker 1: So if this happens on January fifteenth, we're ten days
11:28
Speaker 1: away from this. Now, remember that the markup phase is
11:33
Speaker 1: not a vote. This is for them to add stuff
11:35
Speaker 1: to it, and it's also possible that the markup might
11:38
Speaker 1: get rejected. So don't look at this in a negative way.
11:42
Speaker 1: Back to the point at the beginning of the video
11:44
Speaker 1: is don't get suckered into these these dips that start
11:48
Speaker 1: to pull into a market that still could get benefit
11:51
Speaker 1: from a Clarity Act. So think about it that way.
11:54
Speaker 1: It takes a process of going through this. Now, there
11:57
Speaker 1: are some other things within the Clarity Act that are important,
12:00
Speaker 1: and of course this is David Sachs talking about meeting
12:03
Speaker 1: with senators to advance to the market structure legislation. This
12:07
Speaker 1: will be critical because many of these senators are now
12:10
Speaker 1: looking at the administration in a different light when it
12:14
Speaker 1: comes to crypto. So it's kind of slowed crypto down
12:16
Speaker 1: in reality of what happened with Trump administration pulling out
12:20
Speaker 1: a meme coin, creating almost a split. What was a
12:24
Speaker 1: bipartisan approach now started to get a little bit of
12:29
Speaker 1: a situation between the Demigrants and the Republicans. Keys timelines
12:33
Speaker 1: that are going to be lined up within this act
12:36
Speaker 1: is January for the SEC and the CFTC clarity. That's
12:39
Speaker 1: the big one that is important for I think them
12:42
Speaker 1: to get going. May fifteenth for stable coin audits and
12:45
Speaker 1: AML rules. That will be another big announcement. If they
12:49
Speaker 1: stay on.
12:49
Speaker 2: Track, that's the key.
12:50
Speaker 1: Obviously they have to pass it, and then these would
12:53
Speaker 1: be some of the key milestones within it. July first
12:56
Speaker 1: for market abuse prevention under new frameworks eighteenth broader compliance deadlines,
13:02
Speaker 1: not sure what all that's going to include. And then
13:04
Speaker 1: August and November for face rollots, which would start to
13:07
Speaker 1: see many of these things start to move forward. But
13:10
Speaker 1: the key is getting it passed. Once that's done, you're
13:14
Speaker 1: going to have Fortune five hundred treasuries. You're going to
13:17
Speaker 1: have companies all around the United States as well as
13:20
Speaker 1: market participants on Wall Street and in general retail starting
13:24
Speaker 1: to look at this market completely different. You watch Bullish
13:28
Speaker 1: right now, Eath surpasses Netflix to reclaim its position as
13:32
Speaker 1: the thirty six largest asset by market cap. You also
13:35
Speaker 1: look at this right here, Blackrock is buying another one
13:37
Speaker 1: hundred and three million in ethereum as their ETF inflows accelerate,
13:42
Speaker 1: And a lot of people are watching this very closely,
13:44
Speaker 1: and I agree, is this a short lived period right now?
13:48
Speaker 1: I want to go to the charts real quick, betraying
13:51
Speaker 1: it around thirty two nineteen. If you look at this
13:54
Speaker 1: chart right here of where this trade has really moved from,
13:58
Speaker 1: if you go all the way back to the bottom
14:01
Speaker 1: of just this recent trade on the eighteenth of December
14:04
Speaker 1: to where we are today, still up sixteen percent. So
14:08
Speaker 1: are you in the ethereum trade right now? And if
14:11
Speaker 1: you are, are you looking at an exit? Is this
14:14
Speaker 1: a short time trade or is this a long term
14:16
Speaker 1: trade for you? With everything that's happening around clarity, let
14:20
Speaker 1: me know hit it in the comments down there. Other
14:23
Speaker 1: things I want to hit you on right now. The
14:24
Speaker 1: ethereum entry queue is now two hundred and thirty five
14:27
Speaker 1: or thirty seven x higher than the exit queue, so
14:30
Speaker 1: there is a demand for staking right now. And this
14:33
Speaker 1: of course is the killer app with the staking opportunities
14:37
Speaker 1: that we will see, and I think now we're starting
14:40
Speaker 1: to see the opportunities that are exposing Wall Street to
14:43
Speaker 1: this kind of stuff, which changes really the dynamic for
14:46
Speaker 1: Wall Street of how they're investing in assets and ETFs
14:49
Speaker 1: in general as well.
14:50
Speaker 2: So definitely hot gray scale.
14:53
Speaker 1: Speaking of that gray scales ETHTF to pay staking rewards.
14:56
Speaker 1: Now they are doing it, and they've already begun hanging
15:00
Speaker 1: these words. So it's the first US spot crypto product
15:03
Speaker 1: to distribute protocol level income to investors.
15:07
Speaker 2: Think about that for a second.
15:09
Speaker 1: You're a traditional investor and you're now getting a dividend
15:13
Speaker 1: like reward off of a crypto asset in an ETF.
15:17
Speaker 1: I mean, that's just mind boggling to me in the
15:20
Speaker 1: sense of how you and what we have seen over
15:24
Speaker 1: just the last twelve to eighteen months from the Gensler
15:27
Speaker 1: you know, Gestapo days to where we are today under
15:30
Speaker 1: Atkins in much of this new infrastructure going forward. So
15:35
Speaker 1: the question is which utility token is poised to crush
15:39
Speaker 1: the market In twenty twenty six, eth Solana sweet Avax,
15:43
Speaker 1: I know everybody was asking about why we didn't use
15:46
Speaker 1: XRP in there. We responded to it we said, listen,
15:49
Speaker 1: if we put XORP in a poll, it's just you know,
15:52
Speaker 1: it never works. You know, it just never works. But
15:55
Speaker 1: I'm going to select. You think I should select Salon
16:01
Speaker 1: or should I select Suey? Tell you what I'm gonna do.
16:04
Speaker 1: The one I like and the one I think is
16:07
Speaker 1: going to be the one poised. I think everybody will
16:10
Speaker 1: most likely select Ethereum Poise to crush the market.
16:13
Speaker 2: But I'm gonna go with Sweet.
16:15
Speaker 1: Oh look at that. Our audience is actually on it today.
16:20
Speaker 1: Sweet thirty two point eight percent. Not a bad run here,
16:24
Speaker 1: but eth right on its heels. And of course Solana
16:27
Speaker 1: fading a little bit here in terms of a potential
16:29
Speaker 1: for crushing. In summary, you look at what the big
16:32
Speaker 1: market is doing. When I say the big boys at
16:34
Speaker 1: the table. You look at Morgan Stanley not choosing Ethereum
16:37
Speaker 1: but going with Solana. That means staking rewards are important,
16:40
Speaker 1: and I think these kinds of rewards is a new
16:43
Speaker 1: toy for the financial markets.
16:45
Speaker 2: That's a big deal, guys, So pay attention to that.
16:48
Speaker 1: I think we're in a bullish trend right now, does
16:50
Speaker 1: it hold? The FED is going to be meeting this
16:53
Speaker 1: this month, We'll probably get another rate cut and what
16:57
Speaker 1: do we get on CLARITYC.
16:58
Speaker 2: Those are the two big factors. As long as we.
17:00
Speaker 1: Don't get in any big skirmish right now, that's a
17:02
Speaker 1: good one. It should be interesting to watch for sure.
17:12
Speaker 1: If you like this video, like and subscribe, drop a
17:14
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17:18
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