Latest / The Paul Barron Crypto Show / Trump Inauguration Day Crypto Pump_🎊

Transcript

Trump Inauguration Day Crypto Pump_🎊 · The Paul Barron Crypto Show

• 0:07
  Speaker 1: Inauguration just a few days away. Everybody's asking where the
• 0:10
  Speaker 1: market will be. Well, today we'll break it down for you.
• 0:11
  Speaker 1: My name is Paul Barre. Welcome back in a tech path.
• 0:13
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• 0:16
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• 0:18
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• 0:46
  Speaker 1: say and get started. Let's go over to a couple
• 0:49
  Speaker 1: of points I want to hit on. I want to
• 0:50
  Speaker 1: lead off with a tweet right here, Donald Trump is
• 0:53
  Speaker 1: to designate a crypto as a national priority, including the
• 0:57
  Speaker 1: consideration of a national big coin stockpile. Now that's the
• 1:01
  Speaker 1: question of whether a bitcoin stockpile question mark is the
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  Speaker 1: same as a strategic reserve. Is Trump backing off of this,
• 1:09
  Speaker 1: We don't know yet, but we're going to be watching
• 1:11
  Speaker 1: with Bata breath as things start to heat up there
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  Speaker 1: in DC. Another thing that's happening right now around the
• 1:16
  Speaker 1: States is that states have been introducing legislation to get
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  Speaker 1: into bitcoin as a reserve. And of course this is
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  Speaker 1: Wyoming introducing legislation to allow permanent funds to diverse fly
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  Speaker 1: into bitcoin, and of course this will change things quite
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  Speaker 1: a bit. The first one that actually passes this, I
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  Speaker 1: think we'll start an absolute domino effect going forward. One
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  Speaker 1: other state that's hitting here is breaking news around the
• 1:44
  Speaker 1: state of Massachusetts, who is also getting into a strategic
• 1:48
  Speaker 1: bitcoin reserve. So good news for all the states. We
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  Speaker 1: showed this yesterday I think where we showed all the states,
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  Speaker 1: Oklahoma's on the list, there was quite a few that
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  Speaker 1: have already started to go into this, and of course
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  Speaker 1: Florida is already on the.
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  Speaker 2: List as well.
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  Speaker 1: This was an interesting point to me, and that is
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  Speaker 1: SWEE has now sponsored Donald Trump's inauguration, So I know,
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  Speaker 1: I don't know what, but my understanding of those those
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  Speaker 1: were like million dollar tickets. So Swede jumping into the
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  Speaker 1: political arena, maybe to be considered as an American token,
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  Speaker 1: which could open things up, you know, around capital gains
• 2:22
  Speaker 1: for tokens. Everybody's been talking about that as a possibility,
• 2:25
  Speaker 1: especially with his America first theme. We could see some
• 2:29
  Speaker 1: crypto projects that start to play into that. Here's another
• 2:31
  Speaker 1: tweet by Kobec. This is talking about the market a
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  Speaker 1: general market in the S and P five hundred best
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  Speaker 1: week since November twenty twenty four.
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  Speaker 2: This was the h during the Trump selection.
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  Speaker 1: So if you think about that and where the S
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  Speaker 1: and P right now is, because remember back in November
• 2:47
  Speaker 1: we saw that big initial spike that took us into
• 2:50
  Speaker 1: early December before we started to see the adjustment period
• 2:54
  Speaker 1: in crypto and especially on the stock market.
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  Speaker 2: So could we be.
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  Speaker 1: Nearing that same thing with this dation pump potential. Everybody's
• 3:03
  Speaker 1: pointing at this because there's going to be a lot
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  Speaker 1: of good news coming at the crypto market, especially around regulation,
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  Speaker 1: around alignment, maybe a lot of these lawsuits being dropped,
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  Speaker 1: and a whole ton of I think tokens that are
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  Speaker 1: going to be somewhat named around strategies that the US
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  Speaker 1: government is going to be playing forward.
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  Speaker 2: Here you look at the fear and greed.
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  Speaker 1: It's getting a little heated right now at seventy five
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  Speaker 1: when you look at this time last month, we were
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  Speaker 1: at eighty one, So.
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  Speaker 2: This gets a little bit overheated.
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  Speaker 1: But remember it takes a little bit of a push.
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  Speaker 1: Now would if bitcoin went to one hundred and twenty,
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  Speaker 1: could we see eighty one again?
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  Speaker 2: Yeah, I think that could be a move that could occur.
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  Speaker 1: We'll look at the chart at the end just to
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  Speaker 1: kind of take a look at where some of these
• 3:45
  Speaker 1: tokens are, because we have had a nice little move here.
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  Speaker 1: Here's Tarrett hitting in on trading activity here in the US.
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  Speaker 1: A lot of upside on this, lots of activity growing.
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  Speaker 1: If you look at the US markets, mostly coinbase, but
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  Speaker 1: if you look at some of the North America versus
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  Speaker 1: eight trading hours market share, it's interesting because these are
• 4:04
  Speaker 1: kind of the after hours opportunity here that resides in
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  Speaker 1: that I think is the one to watch. Look at
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  Speaker 1: the US, which is that light purple climbs dramatically here
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  Speaker 1: as you can see it flowing into the beginning of
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  Speaker 1: twenty twenty five. So this could be that again inauguration
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  Speaker 1: pump that continues to rise. All markets within crypto. Senator
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  Speaker 1: Carson Jillibrand, she of course had a meeting with our
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  Speaker 1: new SEC chair and that is Paul Atkins. So this
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  Speaker 1: is good news maybe in the sense that Atkins is
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  Speaker 1: doing a bit of a round about there in DC
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  Speaker 1: to understand where these senators are positioning. I think most
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  Speaker 1: of which Senator Jillibrand and also Senator Lumbas have all
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  Speaker 1: always been in the camp of crypto, so maybe this
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  Speaker 1: is a good sign that he'll continue to be a
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  Speaker 1: pro crypto advocate there in the SEC's office, and which
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  Speaker 1: could initially start some things pretty quickly as soon as
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  Speaker 1: he takes office next week, So big deal. Can you
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  Speaker 1: imagine Gary Gensler is going to be out of a
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  Speaker 1: job by Monday.
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  Speaker 2: That's just it's happened. It has happened, so pretty cool stuff.
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  Speaker 1: The SEC's top lawyer, Meghan Barbera, has also resigned. So listen, guys,
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  Speaker 1: we got a lot of people starting. I mean, they
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  Speaker 1: are running for the exits at this point, and I
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  Speaker 1: think this is only good for crypto in general. Government
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  Speaker 1: bitcoin holdings in twenty twenty five, who owns the most
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  Speaker 1: you want to know? Well, here they are United States
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  Speaker 1: leaves the pack here at seven point three billion. Then
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  Speaker 1: you got China coming at six point seven, the UK
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  Speaker 1: at two point wow, way down two point one, Bhutan.
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  Speaker 2: At seven eighty.
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  Speaker 1: There's El Salvador, a small little country starting to really
• 5:41
  Speaker 1: make the world stage. I think here when it comes
• 5:44
  Speaker 1: to bitcoin, so I think this is still not yet
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  Speaker 1: fully reported, meaning I think there are some countries out
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  Speaker 1: there that have been secretly buying bitcoin in in the.
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  Speaker 2: Shadows for sure.
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  Speaker 1: Let me go to a clip real quick, because this
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  Speaker 1: will get into a little bit about we could see
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  Speaker 1: ETF bonds now coming in and hitting the market.
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  Speaker 2: Take a look.
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  Speaker 3: Aside from the fact that credit investors in a cap
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  Speaker 3: structure have certainly they're higher in the cap structure than
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  Speaker 3: equity investors. But when I think about a micro strategy,
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  Speaker 3: and I'm not suggesting they're on the on the eve
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  Speaker 3: of a credit event, but I would almost think that
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  Speaker 3: the risk reward here for buying a bond that's linked
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  Speaker 3: to a company who could have huge credit exposure because
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  Speaker 3: they're wildly levered to the price of bitcoin. Isn't a
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  Speaker 3: great trade off of risk reward for a bond that
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  Speaker 3: you know and you know to me help us understand,
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  Speaker 3: Also for the investors. What the return profile of these
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  Speaker 3: bonds is. Are we talking about correlation to bitcoin returns?
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  Speaker 4: Yeah, So to answer your first question, you have to
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  Speaker 4: figure out how do you break these bonds? Right because
• 6:45
  Speaker 4: there's always a way to break a bond, and right now,
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  Speaker 4: with micro Strategy, the value of the total aggregate debt
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  Speaker 4: versus their bitcoin is about twenty five percent, so you
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  Speaker 4: would need a decrease of call it seventy five percent
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  Speaker 4: in the price of micro Strategy. But then they also
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  Speaker 4: have a ladder maturity schedule, so they don't have one
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  Speaker 4: hundred percent of that debt do in any year. It's
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  Speaker 4: due over many years. On the upside, they're designed to
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  Speaker 4: give about seventy five percent of the upside of the
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  Speaker 4: exposure to micro Strategy at least in the issuance of
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  Speaker 4: micro Strategy debt, and then in most reasonable bear scenarios
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  Speaker 4: they'll pay back at par and so that creates an
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  Speaker 4: interesting risk return scenario from like the sharp ratio perspective
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  Speaker 4: of yes, it may not return the same as MicroStrategy,
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  Speaker 4: but you're getting a good chunce to the upside with
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  Speaker 4: limited downside unless everything goes really bad. And if everything
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  Speaker 4: goes really bad, then you're not going to do well,
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  Speaker 4: whether you're in the equity or bitcoin or the debt.
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  Speaker 1: All right, So as you can see, there's a lot
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  Speaker 1: of instruments being implemented into the market right now because
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  Speaker 1: of the interest I think on bitcoin in general, and
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  Speaker 1: as we start to heat up into the inauguration and
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  Speaker 1: the Trump administration taking office, there's going to be I
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  Speaker 1: think even more starting to hit the open mark, especially
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  Speaker 1: in wall streets. So what they're talking about there is
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  Speaker 1: the bitcoin bonds and how that could play out as
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  Speaker 1: a potential investment. Other things that could play out are
• 8:06
  Speaker 1: how stable coins could also into the market. Here, you've
• 8:09
  Speaker 1: got r l usd now is live on the Root network.
• 8:12
  Speaker 1: So this is just another place where you'll be able
• 8:15
  Speaker 1: to use Ripple stable coin and be able to hold
• 8:18
  Speaker 1: by and trade over there on the Root network. If
• 8:20
  Speaker 1: you know much about the Root network, you've probably covered
• 8:22
  Speaker 1: or follow our show for a little bit. It's another
• 8:25
  Speaker 1: opportunity to get into some of the XRP ecosystems, So
• 8:28
  Speaker 1: check it out if you haven't, it's a good place
• 8:30
  Speaker 1: to kind of go into that area. Ripple x kind
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  Speaker 1: of hits on something here and that is XRP ledger
• 8:36
  Speaker 1: lending protocol. And this is something I was talking about
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  Speaker 1: the other day, is as we start to see more instruments,
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  Speaker 1: finance instruments coming, at some point crypto is going to
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  Speaker 1: get ready for traditional finance. So what I mean traditional
• 8:50
  Speaker 1: finance is using it as a asset against the loan.
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  Speaker 1: And most banks already do this with high quality and
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  Speaker 1: level one asset that are out there. Gold, mostly in
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  Speaker 1: bonds have been in that area, but securities also stocks.
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  Speaker 1: But I think that we could see crypto starting to
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  Speaker 1: play into that and I think stable cooin of course,
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  Speaker 1: will play a big role in this. Could we see
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  Speaker 1: something around what XRP could do in that area that'll
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  Speaker 1: be interesting to watch. Other things that are going on
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  Speaker 1: in the market right here, coinbas Assets talking about a
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  Speaker 1: new listing and this is Toshi.
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  Speaker 2: This is an AI.
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  Speaker 1: Agent that was listed and remember Brett was I would say,
• 9:27
  Speaker 1: the leading based token, especially from meme coins. And you
• 9:31
  Speaker 1: see now an AI narrative start to show in there.
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  Speaker 1: So could we be seeing an AI narrative coming into
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  Speaker 1: listings on some of these major platforms out there, coinbase
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  Speaker 1: being one of those.
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  Speaker 2: So keep your eyes open.
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  Speaker 1: Continue as that AI agent narrative starts to play against
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  Speaker 1: the meme coin narrative in this bull run. Remember, everybody's
• 9:49
  Speaker 1: looking for what is the narrative that is going to
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  Speaker 1: hit at the right time. As we see parabolic moves,
• 9:56
  Speaker 1: that is the factor that this could be showing a
• 9:59
  Speaker 1: little bit of moving on. And then there you've got
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  Speaker 1: crypto dot Com also now live on the derivatives change
• 10:05
  Speaker 1: Toshi also available over there. So that just shows you
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  Speaker 1: what I'm getting at is that we could see more
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  Speaker 1: of this starting show up on a lot of these
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  Speaker 1: primary exchanges where people can start to trade these, So
• 10:16
  Speaker 1: be on the lookout for all of that. Of course,
• 10:18
  Speaker 1: if you guys are not in the diamond circle, get
• 10:19
  Speaker 1: in right now. We anticipate that the market's probably going
• 10:23
  Speaker 1: to get a little softer right at the inauguration day.
• 10:26
  Speaker 1: I think a lot of people are asking where what
• 10:28
  Speaker 1: will happen on Sunday? I think we still pump into Sunday,
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  Speaker 1: So be on the lookout. Could we get to about
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  Speaker 1: one oh nine, That's kind of the number I'm looking
• 10:35
  Speaker 1: at for bitcoin as it hovers around one oh five today.
• 10:39
  Speaker 1: If you're not in the diamond circle, get in right now,
• 10:40
  Speaker 1: great place to get additional content. There is a link
• 10:43
  Speaker 1: down there that will get you to our Telegram group,
• 10:45
  Speaker 1: which is our free Telegram group four Diamond Circle members.
• 10:49
  Speaker 1: Use it, check it out, or follow me out there
• 10:51
  Speaker 1: on X at Paul Baron. We'll catch you next time
• 10:53
  Speaker 1: right here on Techpath