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Stablecoin Comeback 📉 Quantum Panic Fueling Stablecoins 🚀 · The Paul Barron Crypto Show

• 0:00
  Speaker 1: A stablecoin comeback is underway and quantum may be the
• 0:03
  Speaker 1: nemesis or the savior. Before we get started, I do
• 0:06
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  Speaker 1: to get a little bit of a discount. Let them
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  Speaker 1: know we sent you. But I want to start off
• 1:07
  Speaker 1: with a tweet today that will kind of break this down.
• 1:10
  Speaker 1: And this was in reference to a major researcher out
• 1:13
  Speaker 1: there that talked about quantum and its threat for crypto
• 1:18
  Speaker 1: in general. And basically what he said, this being Justin Drake,
• 1:22
  Speaker 1: what he said was he's warning that the AI hack
• 1:24
  Speaker 1: could actually hack Bitcoin and Ethereum wallets soon. This, of course,
• 1:28
  Speaker 1: got everybody in an uproar. Kyle kind of put it
• 1:31
  Speaker 1: here and he says we could see a pivot into
• 1:33
  Speaker 1: hard RWAs like gold, silver, collectibles, the bunker mode trade,
• 1:38
  Speaker 1: some people looking at it that way. But very credible
• 1:41
  Speaker 1: names here is the point. And even to the point
• 1:44
  Speaker 1: where Vitalik had to go in and address this. So
• 1:48
  Speaker 1: He went out on stage during the OKEx and the
• 1:51
  Speaker 1: New York Stock Exchange partnership and talked about this. And
• 1:55
  Speaker 1: the key that he was getting into is that, hey,
• 1:57
  Speaker 1: don't completely worry about it. But at the same time,
• 2:02
  Speaker 1: maybe you should do a few little updates. So his
• 2:04
  Speaker 1: post right here simply says is that this is an
• 2:08
  Speaker 1: implicit assumption that ECDSA might become weak. Essentially, he's talking
• 2:13
  Speaker 1: about his Bitcoin right there. But again, it's very easy
• 2:16
  Speaker 1: to lose funds from a misconfigured rushed upgrade. So don't
• 2:19
  Speaker 1: rush anything right now. So this, of course, boiled down
• 2:23
  Speaker 1: to a lot of panic in the market. Some people
• 2:25
  Speaker 1: think a little bit of an overreaction. And if you
• 2:29
  Speaker 1: look at the markets, you can kind of see it
• 2:31
  Speaker 1: playing out right here. Here's the others charts on the daily.
• 2:34
  Speaker 1: This is the fall off right there. And most of
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  Speaker 1: the altcoins that, of course, have been affected, including Ethereum,
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  Speaker 1: now trading under $ 25. And when you go over and
• 2:43
  Speaker 1: take a look at the stablecoin dominance, well, there's been
• 2:45
  Speaker 1: a spike. The question is, is why aren't we seeing
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  Speaker 1: this play out in things like the Circle stock? And
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  Speaker 1: I'll explain here in a second. But you can see
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  Speaker 1: it right here. The spike is significant and it plays
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  Speaker 1: directly into the kind of pullback that we've seen on
• 3:03
  Speaker 1: the crypto market, especially around altcoins here just over the
• 3:07
  Speaker 1: last 24 hours. If you look at the Circle chart,
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  Speaker 1: It continues to grind down, this again on the daily.
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  Speaker 1: And if you look at its top right here, I
• 3:15
  Speaker 1: want to showcase something. This was a recent local high
• 3:19
  Speaker 1: at 131. Circle is now trading almost 40%. So really
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  Speaker 1: what happened here was there's been a little bit of
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  Speaker 1: a threat, I think, in the sense of Circle. Over
• 3:31
  Speaker 1: a month ago, we started seeing news coming out from
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  Speaker 1: all sorts of banks and initiating their own stable and
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  Speaker 1: payment coins, deposit tokens, and including this. This was 21
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  Speaker 1: banks led by Goldman Sachs, Citi, and of course, all
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  Speaker 1: of these companies right here. I'll zoom in on that
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  Speaker 1: to kind of get all of the names right there, guys.
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  Speaker 1: You're talking about Wells Fargo, Capital One, Fidelity, African institutions, Stantander, BBVA,
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  Speaker 1: Deutsche Bank. The point is, it's everybody out there trying
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  Speaker 1: to get into a point where they have a digital
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  Speaker 1: currency that is a stable coin correlated to, I guess,
• 4:06
  Speaker 1: their own deposits, because I'm curious as to whether or
• 4:09
  Speaker 1: not this is actually going to get done, because this
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  Speaker 1: is still not signed. And just remember, Wall Street noticed.
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  Speaker 1: They looked at all of this movement, and immediately we
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  Speaker 1: started seeing the stock fall off with Circle. So that's
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  Speaker 1: where you see that 40% coming off the market in
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  Speaker 1: Circle in general. You've got Standard Charter. They also are
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  Speaker 1: set to launch a crypto custody services for international clients
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  Speaker 1: in Singapore. This is just more news on this. There,
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  Speaker 1: of course, is Russia's largest bank, Sberber Bank. Then you
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  Speaker 1: have further into this the banking giant Wells Fargo. This
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  Speaker 1: is a little bit laughable. They've been talking about crypto
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  Speaker 1: and integrating some sort of stablecoin for maybe as long
• 4:53
  Speaker 1: as we've been covering it. It's not going to happen.
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  Speaker 1: I think these are all so far behind, and I'll
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  Speaker 1: explain why. Be patient. I'm going to show you an
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  Speaker 1: example of why this is going to work. South Africa's
• 5:04
  Speaker 1: first national bank launches their crypto trading. All right. So
• 5:07
  Speaker 1: you see the stories and it's a dime a dozen, guys.
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  Speaker 1: We're getting news like this constantly. It's all promises, a
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  Speaker 1: lot of hopium of these banks ever getting into it.
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  Speaker 1: And it's the thing that I often talk about banks
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  Speaker 1: just being too slow. And I just don't see them
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  Speaker 1: switching their mode of operations. They're going to continue to
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  Speaker 1: manipulate and try to benefit themselves. They're not looking for
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  Speaker 1: trying to expand anything that would really help people. And
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  Speaker 1: I think this is where you start to follow the movements.
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  Speaker 1: And this is one of the biggest movements that has
• 5:42
  Speaker 1: happened here recently. Remember, Samsung added USDC stablecoin to support
• 5:47
  Speaker 1: the Samsung wallet. This now is in 60 plus countries.
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  Speaker 1: And this is all centered around a couple of chains
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  Speaker 1: out there. Solana will be involved. circle, obviously, but it
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  Speaker 1: rolls out right now to 82 million U.S. Galaxy devices.
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  Speaker 1: That's just the United States. We'll see more markets this year.
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  Speaker 1: I anticipate this could be maybe a half a billion
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  Speaker 1: people in less than 12 months. Now, step back, listen
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  Speaker 1: to that, and think about banks being able to make
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  Speaker 1: that kind of footprint in less than 12 months. That's
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  Speaker 1: the kind of thing we're running into. Then you see
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  Speaker 1: the acceleration of what's happening in AI and agents that
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  Speaker 1: are going to start utilizing your mobile devices. Well, here
• 6:30
  Speaker 1: you have it. AI agents now could unlock a massive
• 6:32
  Speaker 1: new wave of adoption for Ethan Sol. And AWS is
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  Speaker 1: enabling AI bots now to pay for web content using
• 6:40
  Speaker 1: stable coins with the X402. This all leans in to
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  Speaker 1: two things. Solana. Well, actually three, if you still consider
• 6:49
  Speaker 1: Solana and Ethereum. But I look at Solana and Ethereum
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  Speaker 1: as one vehicle avenue. USDC, Circle, and of course, what
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  Speaker 1: we're going to see in terms of advancements on this.
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  Speaker 1: So the AI agents have already made the choice. They're
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  Speaker 1: going to use USDC. I am surprised that Wall Street
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  Speaker 1: has not caught up to this just yet. And let
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  Speaker 1: me show you an example of this. This is the
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  Speaker 1: agent transfer account. Take a look at this. This is
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  Speaker 1: the $ 275. 5 million in the last. This is just beginning.
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  Speaker 1: When you go into this and if you look at
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  Speaker 1: the rest of the charts, none of the other projects
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  Speaker 1: even show up. I mean, they're not even on the
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  Speaker 1: radar here. That's how much we are talking about the
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  Speaker 1: domination of what Circle is doing. I won't even say
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  Speaker 1: it from a Circle standpoint. The fact that USDC has
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  Speaker 1: been able to do this and agents are utilizing this,
• 7:43
  Speaker 1: it's one of the fastest growth opportunities, I think, for crypto.
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  Speaker 1: in general, and it's going to be specific to Ethereum, Solana,
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  Speaker 1: and where USDC and Circle are going to be playing.
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  Speaker 1: Jeremy Laird posted this right here. This just shows you
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  Speaker 1: more indoctrination here, and that is USDC agent wallets now
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  Speaker 1: available in your Muse account, which is getting ready to
• 8:03
  Speaker 1: be exposed over the next 12 months to normies. We're
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  Speaker 1: talking about everybody out there understanding that under that little Muse,
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  Speaker 1: you know, kind of soft, cuddly thing is a powerful,
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  Speaker 1: payment wallet. I look at companies like PayPal, Venmo, all
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  Speaker 1: those kinds of neo products that have been out there
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  Speaker 1: completely getting dismantled here if this is effective and it
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  Speaker 1: starts to work the way that I think some of
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  Speaker 1: these companies are looking to try to get this going.
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  Speaker 1: So we covered an announcement. Let me kind of bridge
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  Speaker 1: this because there's a key point that is going to
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  Speaker 1: leverage into stocks and how this is going to apply
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  Speaker 1: to Circle. You guys remember the notice if you're, you know,
• 8:45
  Speaker 1: brand new to the show or maybe you didn't hear
• 8:47
  Speaker 1: the news. This was in reference to the OKEx and ICE,
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  Speaker 1: basically the New York Stock Exchange, tokenizing stocks where you
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  Speaker 1: can trade 365, 24-7, pretty much anywhere in the world.
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  Speaker 1: This is another thing that I think a lot of
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  Speaker 1: people miss of. Why are they tokenizing stocks? Well, this
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  Speaker 1: is going to essentially make stock trading available to anyone, anywhere, anywhere.
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  Speaker 1: and it's going to use it with tools like this.
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  Speaker 1: I want to go to the white paper here, and
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  Speaker 1: I'm going to go to page six. And you guys
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  Speaker 1: can pull this down and learn a little bit more
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  Speaker 1: about it. But this is just showing some of the
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  Speaker 1: stocks that were involved here. And each tokenized NMS stock
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  Speaker 1: right now will be paired with a payment stablecoin. Now,
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  Speaker 1: the ones that are listed there very closely, USDC, USDG, USDT.
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  Speaker 1: USDC is dominating this component. Imagine that agents have already
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  Speaker 1: made the selection. Wallets have already made the selection. AI
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  Speaker 1: has already made the selection for the tools. And now
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  Speaker 1: you have stocks also coming in and making the selection.
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  Speaker 1: This is going to blow up, I think, in a
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  Speaker 1: big way. Let's take a look, though, because you have
• 9:55
  Speaker 1: to consider, does the rest of the Wall Street brethren believe? this?
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  Speaker 1: If you look at Cathy, now I won't say that
• 10:03
  Speaker 1: she's a great, I'll say she's a great stock picker,
• 10:06
  Speaker 1: because you look at some of the picks she's made
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  Speaker 1: right here, Nvidia holding at about 3.41%. Guess what else
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  Speaker 1: is holding at 3.41% of that portfolio? That's Circle. So
• 10:18
  Speaker 1: when you think about Wall Street, you could look at
• 10:20
  Speaker 1: Cathy in one way. And I think you have to
• 10:23
  Speaker 1: look at her in the ability to pick early innovation.
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  Speaker 1: Not great at being able to know when and why
• 10:31
  Speaker 1: to sell that innovation, but knowing what it is and
• 10:34
  Speaker 1: how to recognize it and what it could be coming
• 10:37
  Speaker 1: down the road. The rest of Wall Street, I think,
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  Speaker 1: is completely lost on this. In fact, I think they're
• 10:42
  Speaker 1: in a panic mode right now, thinking that this is
• 10:45
  Speaker 1: actually not going to work. And that's the problem that
• 10:48
  Speaker 1: you're going to see. Because remember, they're still looking at
• 10:50
  Speaker 1: what JP Morgan is doing, what Goldman is doing. They're
• 10:53
  Speaker 1: not really understanding in the weeds of where crypto is
• 10:57
  Speaker 1: going broadly and on a global scale, especially when you
• 11:01
  Speaker 1: go out to some of these corporate entities that have
• 11:04
  Speaker 1: already made the decision. I mean, come on, let's talk
• 11:06
  Speaker 1: about Samsung, Facebook, Meta. These are just the beginning. Those
• 11:11
  Speaker 1: are going to be the leaders. If Samsung is rolling
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  Speaker 1: this out, Why would Apple not roll out the same thing?
• 11:17
  Speaker 1: If Meta is rolling this out, eventually you're going to
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  Speaker 1: see this on every other platform that is community engaged,
• 11:23
  Speaker 1: including maybe even YouTube, podcasts. We could see all of
• 11:26
  Speaker 1: this playing into the future of where maybe USDC is going,
• 11:32
  Speaker 1: but I think more importantly is where crypto is going overall.
• 11:35
  Speaker 1: Here is a good example right here of just people saying, well,
• 11:39
  Speaker 1: this is what you should look at for potential investment.
• 11:43
  Speaker 1: Securitize leading the way right there. This is just kind
• 11:46
  Speaker 1: of showing the Citrini research, what they're publishing of where
• 11:49
  Speaker 1: you should be. Coinbase number three, Bitwise, Robinhood, then Bullish,
• 11:54
  Speaker 1: but even Hyperliquid above Robinhood right there at 14%. Point
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  Speaker 1: being is this is all starting to come together. And
• 12:01
  Speaker 1: I think maybe the market is just behind right now.
• 12:05
  Speaker 1: So consider that. And I think they're so far behind,
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  Speaker 1: they've got Circle in the 1,135 spot right here. What
• 12:16
  Speaker 1: companies do you think, a thousand companies, that would be
• 12:20
  Speaker 1: rated above the number one stable coin that's being used
• 12:24
  Speaker 1: by AI, that's being used by mobile and devices, that's
• 12:28
  Speaker 1: being used by major corporations that are international, that is
• 12:32
  Speaker 1: starting to basically peg against U.S. treasuries? why would we
• 12:38
  Speaker 1: not see that much higher than $ 11. 35? Because that's right
• 12:41
  Speaker 1: now where it's holding at a $ 20 billion valuation. So
• 12:45
  Speaker 1: maybe one of the best trades of the decade. Here,
• 12:48
  Speaker 1: of course, is Ethereum getting into this because they've refreshed
• 12:51
  Speaker 1: everything on their new website. And I think this is
• 12:54
  Speaker 1: getting ready to try to do exactly what we've been
• 12:57
  Speaker 1: talking about, and that is bringing Ethereum and crypto mainstream
• 13:02
  Speaker 1: to where people truly understand. If you look at their website,
• 13:05
  Speaker 1: you can kind of see what does that look like?
• 13:07
  Speaker 1: I mean, guys, come on. This looks like something BlackRock built,
• 13:10
  Speaker 1: something JP Morgan would build. And if you look at
• 13:13
  Speaker 1: just who they're talking about, it is, of course, all
• 13:17
  Speaker 1: the institutions that we're talking about on a daily basis.
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  Speaker 1: Now they're just a bullet point on an Ethereum website.
• 13:25
  Speaker 1: So think about that, guys, because we are looking at
• 13:29
  Speaker 1: maybe a complete redefinition of the entire financial market. And USDC, Circle,
• 13:35
  Speaker 1: and other companies like that could be on the leading
• 13:38
  Speaker 1: edge of this. So we are paying very close attention
• 13:41
  Speaker 1: while Wall Street sleeps. If you like this video, hit
• 13:50
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• 13:54
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• 13:56
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