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Crypto Market Crash Reaching Peak FEAR?📉🔥 · The Paul Barron Crypto Show

• 0:00
  Speaker 1: Worst crypto crash in history. Today, we'll break it down
• 0:02
  Speaker 1: for you. It's going to be a good one. Let's
• 0:04
  Speaker 1: just jump right in. I do want to thank our
• 0:05
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• 0:40
  Speaker 1: get into a couple of points I want to hit
• 0:41
  Speaker 1: on today. So when you look at the fear and
• 0:44
  Speaker 1: greed right over there on coin market Cap, I'm looking
• 0:47
  Speaker 1: at the eleven twenty one day now. This was during
• 0:50
  Speaker 1: the last government shutdown that we had. It is very
• 0:54
  Speaker 1: possible we could be nearing that same issue again. Government shutdown.
• 0:58
  Speaker 1: Crypto has been taking the brunt of this. If you
• 1:00
  Speaker 1: look at the shutdown in itself right now, it's kind
• 1:03
  Speaker 1: of pointing at four days. I think maybe we're going
• 1:05
  Speaker 1: to hover somewhere around the six day mark. Let me
• 1:08
  Speaker 1: know in the comments how long you think this is
• 1:10
  Speaker 1: going to run. Will be longer than a week or
• 1:12
  Speaker 1: inside a week. Just hit some comments down down there.
• 1:16
  Speaker 1: Let me get into the lineup of all things that
• 1:19
  Speaker 1: happened just over the last week, and this is a
• 1:21
  Speaker 1: big list. Monday we had the rustle two thousand fell sharply. Tuesday,
• 1:25
  Speaker 1: the dollar index DIXIE went to its multi year low.
• 1:29
  Speaker 1: Wednesday the SMP sold off, then of course Thursday Nasdaq dump,
• 1:33
  Speaker 1: and then of course we saw the liquidation from you
• 1:36
  Speaker 1: know where gold and silver crash and that was a
• 1:40
  Speaker 1: huge one. And then of course Saturday, Big one eat
• 1:42
  Speaker 1: sold off again. This is all looking at the government shutdown,
• 1:46
  Speaker 1: along with other pressures that are applied here into the
• 1:49
  Speaker 1: markets in general, other things that are kind of going
• 1:52
  Speaker 1: into this. If you look at the amount of liquidations
• 1:55
  Speaker 1: right now on total crypto five billion over the last
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  Speaker 1: four days, making the largest wave of liquidation since the
• 2:02
  Speaker 1: last time we had a major one, which was ten
• 2:05
  Speaker 1: ten the fabricated liquidation that still haunts us to this day.
• 2:09
  Speaker 1: Other things you got to look at is how long
• 2:11
  Speaker 1: is this government shutdown going to last? Well, Mike Johnson's
• 2:14
  Speaker 1: out schmoozing, but he should be trying to fix the
• 2:17
  Speaker 1: government's shutdown. And I've got a clip for you. Take
• 2:19
  Speaker 1: a look.
• 2:20
  Speaker 2: After the Senate acted over the weekend, we will now
• 2:23
  Speaker 2: have eleven of twelve separate appropriations bills approved by both chambers.
• 2:29
  Speaker 2: Because they modified our package, they've sent it over a
• 2:31
  Speaker 2: little differently, which means we've got to address the bills again.
• 2:34
  Speaker 2: So they're going to separate the Department of the Homeland
• 2:36
  Speaker 2: Security bill. Our intention is by two all agencies of
• 2:40
  Speaker 2: the federal government except for that one, and then we'll
• 2:42
  Speaker 2: have two weeks of good faith negotiations to figure it out.
• 2:45
  Speaker 3: And just bottom line, you think you have enough Republican
• 2:48
  Speaker 3: votes to reopen the government by Tuesday?
• 2:51
  Speaker 2: Yeah, because Republicans are going to do the responsible thing
• 2:54
  Speaker 2: and fund the government. They're playing a margin.
• 2:57
  Speaker 1: That's what I'm going to have.
• 2:58
  Speaker 2: One vote margin yes through twenty twenty six.
• 3:02
  Speaker 1: All Right, we'll see if Tuesday is the day. A
• 3:05
  Speaker 1: lot of that it's even though it's a partial opening.
• 3:07
  Speaker 1: The point will be is that the government will get
• 3:09
  Speaker 1: back into session again. Many people still thinking that gold
• 3:14
  Speaker 1: and silver are what continuing to cause this market crash.
• 3:17
  Speaker 1: Right here lost ten trillion in three days. Crypto has
• 3:20
  Speaker 1: wiped out four to thirty billion in four days. No
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  Speaker 1: obvious catalystsa other than a couple of things. Remember we
• 3:26
  Speaker 1: had a FED chair change and that of course when
• 3:28
  Speaker 1: I say change being announced, remember that Warsh is one
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  Speaker 1: of those that I think a lot of people thought
• 3:35
  Speaker 1: maybe he was going to be a little bit more hawkish.
• 3:39
  Speaker 1: The real question is has he and Trump actually got
• 3:43
  Speaker 1: a deal put together for cutting rates? I just don't know.
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  Speaker 1: Here's a clip that kind of talks about whether he
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  Speaker 1: is a hawk or not. Take a look.
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  Speaker 3: He's a known entity.
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  Speaker 4: You've probably had some conversations I'm guessing over the years
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  Speaker 4: with Kevin Walsh's Is he a hawk or a dove?
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  Speaker 4: I keep seeing the word reinvented the styling.
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  Speaker 3: You got it exactly right. This is what troubles me
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  Speaker 3: about him for fifteen years. The man has been a
• 4:08
  Speaker 3: hawk back you remember he's been on the FED before,
• 4:11
  Speaker 3: back during the two thousand and eight crash when millions
• 4:14
  Speaker 3: of people were losing their jobs, and economists were across
• 4:17
  Speaker 3: the country were saying, lower those interest rates. He was
• 4:20
  Speaker 3: the guy who kept sack, where's the interest rates? Keep
• 4:23
  Speaker 3: them up? He has been known as an interst rate
• 4:27
  Speaker 3: and inflation hawk for years and years, right up until
• 4:34
  Speaker 3: Donald Trump wins the presidency makes clear that he wants
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  Speaker 3: a Federal Reserve chair who's going to lower interest rates.
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  Speaker 3: Since suddenly it appears that when Warsh has had an
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  Speaker 3: epiphany and everything he thought in all those years beforehand,
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  Speaker 3: he no longer thinks. Now you know what that says
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  Speaker 3: to me, says to me that the guy is not independent,
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  Speaker 3: that he is willing to do whatever Donald Trump wants.
• 4:59
  Speaker 1: Well, let's find out, because as we watch Kevin Walsh
• 5:03
  Speaker 1: roll into the confirmation next phase that I think is
• 5:07
  Speaker 1: going to have a major effect on Fed fund rates
• 5:10
  Speaker 1: and maybe the outlook going forward. Remember Chairpal goes up
• 5:13
  Speaker 1: until June May June, so he's going to get two
• 5:17
  Speaker 1: more Fed meetings, and then of course we'll see Wsh
• 5:19
  Speaker 1: potentially get in there, maybe in the summer. That of
• 5:21
  Speaker 1: course could be timing around inflation still peeling off. Remember
• 5:25
  Speaker 1: two trueflation went under one percent for the first time
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  Speaker 1: out of there, even though we had core PPI core
• 5:31
  Speaker 1: and PPI rising, which is kind of a lagging indicator
• 5:35
  Speaker 1: out of inflation, and that is one of the key
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  Speaker 1: cornerstones that of course the FED has to deal with.
• 5:40
  Speaker 1: If you look at what Raoul Palell has said, he says,
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  Speaker 1: the last time the government shut down, yes, the market
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  Speaker 1: did exactly what it's doing right now, which is imploding.
• 5:48
  Speaker 1: And until we start to see more liquidity, I think
• 5:51
  Speaker 1: he is exactly right. This is still going to be
• 5:55
  Speaker 1: ugly over the next few days weeks as things going,
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  Speaker 1: and I think again there is a little bit of
• 6:01
  Speaker 1: a morale problem right now in crypto. I think that
• 6:04
  Speaker 1: this is We've seen this in many of the people
• 6:06
  Speaker 1: we've interviewed, but I think everybody is pointing to two things. One,
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  Speaker 1: the outlook for the FED in two is clearly going
• 6:13
  Speaker 1: to be the Clarity Act. There is some science though
• 6:15
  Speaker 1: coming out of DC that shows maybe there is going
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  Speaker 1: to be a little bit more maybe a little bit
• 6:21
  Speaker 1: more flexibility coming out of Clarity. I'm not saying anything new,
• 6:24
  Speaker 1: but watch for some announcements this week other things I
• 6:27
  Speaker 1: want to get to just to show you guys, remember
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  Speaker 1: this was the last time we had that major shutdown,
• 6:33
  Speaker 1: and that was back in November. Let's see how far
• 6:36
  Speaker 1: the market dipped on that point right there, if you
• 6:38
  Speaker 1: go to where it was mainly coming right down to
• 6:42
  Speaker 1: almost twenty one percent during that timeframe, went sideways from there.
• 6:47
  Speaker 1: So it still is going to be one of those
• 6:49
  Speaker 1: things unless we get a market catalyst to where we
• 6:52
  Speaker 1: could see a lot of sideways action in the market
• 6:55
  Speaker 1: in general. Now, there are some other things going on
• 6:57
  Speaker 1: that could possibly move more more pain into the market. Blackrock,
• 7:01
  Speaker 1: of course, is shifting in a six hundred million crypto
• 7:04
  Speaker 1: to coinbase. It's likely we're going to see some more
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  Speaker 1: sell us, including both bitcoin and ethereum, and this is
• 7:10
  Speaker 1: happening as we speak. Another thing you got to look at,
• 7:14
  Speaker 1: of course, is this wipeout on gold and silver. Does
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  Speaker 1: it continue? Is there real question? Let me know if
• 7:19
  Speaker 1: you guys think gold has leveled out and silver has
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  Speaker 1: leveled out, or are we going to see this completely
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  Speaker 1: retrace in excess of twenty percent for gold and silver?
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  Speaker 1: How does this look in just the coming weeks. Let
• 7:32
  Speaker 1: me know what you guys think. Down below. I want
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  Speaker 1: to go to a clip real quick because this one
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  Speaker 1: we'll get into a little bit more detail on what
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  Speaker 1: is next for metals. Take a look.
• 7:41
  Speaker 3: Price sanction metals, Where does it go next?
• 7:46
  Speaker 4: In literally trillion dollar question because we're kind of at
• 7:48
  Speaker 4: this spinover stage. Obviously those that's the class themselves aren't
• 7:52
  Speaker 4: going to have that big losses. But what's interesting is
• 7:54
  Speaker 4: that the pain that we're seeing, particularly in silver at
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  Speaker 4: the end of the last week, but also gold, was
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  Speaker 4: very much kind of retail focused, and that's why generally
• 8:02
  Speaker 4: where you're seeing most of the pain everywhere across asset
• 8:05
  Speaker 4: market at the moment is retail focused. It is the
• 8:07
  Speaker 4: obvious tech names, it's in crypto. I think if gold
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  Speaker 4: kind of finishes ten percent down again today where it
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  Speaker 4: has kind of traded down to those lows, I think
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  Speaker 4: that's going to be really really problematic. And then the
• 8:20
  Speaker 4: other bit is then leading into the tech space. As
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  Speaker 4: we know, the big underlying theme of everything over that
• 8:25
  Speaker 4: you know, the last year or the last couple of years,
• 8:26
  Speaker 4: is the AI theme. And we've talked a lot about
• 8:29
  Speaker 4: how we believe we're in the expansion phase of that
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  Speaker 4: CAPEX bubble and therefore that's the ultimately a bullish tailwind.
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  Speaker 4: But traders momentum, traders have taken it too far in
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  Speaker 4: the short term, and it looks like it might get
• 8:39
  Speaker 4: quite a bit worse. But with wild treasuries or wild rates,
• 8:42
  Speaker 4: markets and effects stay a little bit more contained. There
• 8:45
  Speaker 4: is hope that this may not spial much more. But
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  Speaker 4: certainly we're on ten to.
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  Speaker 1: Hooks right now.
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  Speaker 4: All right.
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  Speaker 1: That's Mark Cudmore. I like him. He's usually fairly level headed.
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  Speaker 1: But however, if you look at silver, he is exactly right.
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  Speaker 1: This is currently trading around eighty bucks as well. Film
• 9:00
  Speaker 1: right now. If you look at gold, holding it around
• 9:03
  Speaker 1: forty six, but defending, and of course we've got some
• 9:06
  Speaker 1: big nasty wicks. This I think is going to be
• 9:09
  Speaker 1: the end of this rally for metals. Now do we
• 9:11
  Speaker 1: get a rotation that's the real question, because if you
• 9:14
  Speaker 1: look at rotation opportunities, this could go into stable coins.
• 9:17
  Speaker 1: Remember still getting yields out there for now, and some
• 9:20
  Speaker 1: of these yields are still fairly good because it's been
• 9:23
  Speaker 1: higher for longer at the FED, so we are still
• 9:25
  Speaker 1: continuing to see that. Another thing I want to get
• 9:28
  Speaker 1: to is Tom Lee. Now, remember this is and I think,
• 9:32
  Speaker 1: one of the historical great investors of our time. However,
• 9:38
  Speaker 1: this may be a very interesting time for Tom Lee
• 9:41
  Speaker 1: and bitmind. Here's him talking about the bottom or not.
• 9:44
  Speaker 2: Take a look, did you use the word speed, bones
• 9:49
  Speaker 2: or volatility?
• 9:50
  Speaker 3: Is this worse than you expected?
• 9:53
  Speaker 4: Well?
• 9:53
  Speaker 5: And parts of it have been much worse, Like you
• 9:55
  Speaker 5: know how, I think the crypto market has taken it
• 9:59
  Speaker 5: much worse than we expec why.
• 10:03
  Speaker 1: I think part of it.
• 10:04
  Speaker 5: Is that crypto industry doesn't have any leverage right now.
• 10:07
  Speaker 5: It sort of delevered in October and now when we
• 10:12
  Speaker 5: have gold and silver doing so well, especially at the
• 10:14
  Speaker 5: start of the year that created fomo.
• 10:17
  Speaker 2: The consensus now is for the geoped lose the House,
• 10:22
  Speaker 2: and that is not necessarily a negative.
• 10:25
  Speaker 5: I think one of the things that we're seeing, of
• 10:27
  Speaker 5: course this year, is the White House is deliberately picking
• 10:31
  Speaker 5: more winters and losers early, I think because of the midterms.
• 10:34
  Speaker 5: In other words, there their agenda is front end loaded.
• 10:38
  Speaker 5: I'm going to say something that does It sounds a
• 10:40
  Speaker 5: little contrarian, but Tom Demark is our advisor at bitmin
• 10:45
  Speaker 5: in terms of crypto. He's been since mid November saying
• 10:50
  Speaker 5: bitcoin would go to seventy seven and ethereum of twenty
• 10:53
  Speaker 5: four hundred. So he's been waiting forward what he calls
• 10:57
  Speaker 5: time and price to align this weekend, and he believes
• 11:00
  Speaker 5: we reach that alignment. So all the pieces are in
• 11:03
  Speaker 5: place for crypto to be bottoming right now.
• 11:07
  Speaker 1: All right, So if Tom is right, and let's just
• 11:09
  Speaker 1: kind of point this out. If he is right and
• 11:12
  Speaker 1: his analyst was, and I remember we reported on that analyst,
• 11:15
  Speaker 1: he is exactly right twenty four hundred and seventy seven
• 11:18
  Speaker 1: hundred or seventy seven K on bitcoin. If he's right,
• 11:21
  Speaker 1: then this would be the bottom. The problem that I
• 11:25
  Speaker 1: think is the wrench right now in the whole system
• 11:28
  Speaker 1: is clarity. And until clarity is done in DC, this
• 11:31
  Speaker 1: will be the tell of whether or not crypto goes
• 11:35
  Speaker 1: into a deep bear market or because if we don't
• 11:39
  Speaker 1: get clarity through and we go into midterms, this could
• 11:42
  Speaker 1: be a lost season for sure. You look at bitmind,
• 11:45
  Speaker 1: this would be the worst thing that could happen to bitmind.
• 11:48
  Speaker 1: They are setting at six point six billion now on
• 11:52
  Speaker 1: track to become the fifth largest documented principle in terms
• 11:56
  Speaker 1: of loss in history. If you look at Wikipedia, this
• 11:59
  Speaker 1: goes back to a stellar list including Morgan, Stanley, JP,
• 12:03
  Speaker 1: Morgan Listen. I know those are big names, but The
• 12:05
  Speaker 1: point is is they've had some fairly extensive losses in
• 12:08
  Speaker 1: the past, this, of course, would be one of the
• 12:11
  Speaker 1: biggest ever. Further into this, Tom kind of went right
• 12:14
  Speaker 1: in on this. Bitmin provided an update on its Ethan
• 12:17
  Speaker 1: cash holdings, as they noted, there's zero debt, which is good,
• 12:20
  Speaker 1: but another four point three million in earning staking rewards,
• 12:23
  Speaker 1: which is another good thing at two point eight one,
• 12:25
  Speaker 1: even though he can earn more right now with stable coins,
• 12:28
  Speaker 1: and then five hundred and six million eighty six million
• 12:31
  Speaker 1: of cash earning money market yields, which is the three
• 12:33
  Speaker 1: five to three nine that's good. Company is built to
• 12:36
  Speaker 1: ride this out. I don't know if it is built
• 12:39
  Speaker 1: to ride this out if we continue to see more
• 12:43
  Speaker 1: pressure coming on ethereum, If we see Ethereum go under
• 12:47
  Speaker 1: that nineteen or excuse me, two thousand dollars mark, I
• 12:49
  Speaker 1: think that's the one that would be kind of a
• 12:51
  Speaker 1: no fly zone for bitminor Bitcoin of course slip below
• 12:54
  Speaker 1: masters average, just as another no fly zone seventy six
• 12:58
  Speaker 1: k for the first time the largest corporate hod now
• 13:00
  Speaker 1: setting in an unblended entry of seven hundred and twelve
• 13:04
  Speaker 1: thousand bitcoin, which are on the books right now, let
• 13:07
  Speaker 1: me know do you think micro strategy right now is
• 13:10
  Speaker 1: in trouble or could be in trouble long term. I
• 13:13
  Speaker 1: know a lot of people were talking about this. I've
• 13:15
  Speaker 1: been in many spaces over the last week. This has
• 13:18
  Speaker 1: been one of the biggest issues as Bitcoin has been
• 13:20
  Speaker 1: falling and continue your fall. Do you think that Master
• 13:24
  Speaker 1: is in trouble? Let me know in the comments down below.
• 13:26
  Speaker 1: This is a big one for sure. Last up, good
• 13:30
  Speaker 1: news is that the tariff situation starting to lighten up
• 13:34
  Speaker 1: a little bit. However, watch for another pivot, and I'm
• 13:38
  Speaker 1: concerned every time I see one of these things. Even
• 13:41
  Speaker 1: though Modi and Trump have come to an agreement now
• 13:43
  Speaker 1: which means the United States will go to zero and
• 13:46
  Speaker 1: will stop buying Russian oil and in return, the US
• 13:49
  Speaker 1: is going to reduce tariffs over to India to twenty
• 13:51
  Speaker 1: five and eighteen. This is a big deal because India
• 13:55
  Speaker 1: is the fourth largest power out there. When you think
• 13:58
  Speaker 1: about where we're going in the future of global power
• 14:02
  Speaker 1: and geopolitical stature, India one to watch for sure. So
• 14:06
  Speaker 1: the fact that we've got a deal over there is good.
• 14:08
  Speaker 1: Hong Kong also jumping in. They're planning to issue the
• 14:11
  Speaker 1: first stable coin license in March. This is a good
• 14:14
  Speaker 1: thing because I think with this, of course, only gets
• 14:16
  Speaker 1: more adoption in getting ready for the regulatory front that
• 14:19
  Speaker 1: I think the United States will lead if we can
• 14:23
  Speaker 1: get clarity through DC. This is a huge, huge time
• 14:27
  Speaker 1: right now. Trump is also going in and saying we
• 14:30
  Speaker 1: need a lot more minerals, So we're going in and
• 14:32
  Speaker 1: doing another twelve billion to cut China's reliance. This is
• 14:35
  Speaker 1: another position that Trump of course has been kind of
• 14:39
  Speaker 1: really lining up the United States to become much more
• 14:42
  Speaker 1: independent and away from what we've seen in the past,
• 14:46
  Speaker 1: which is a lot of interesting connections to for nations
• 14:49
  Speaker 1: around a lot of products and services like what we're
• 14:51
  Speaker 1: seeing with minerals. Last up here is President She of
• 14:55
  Speaker 1: course goes in and says, well, maybe the decade of
• 14:59
  Speaker 1: the dollar is now here. When I say the decade
• 15:02
  Speaker 1: of the dollar to fall, and they're going after it.
• 15:05
  Speaker 1: They're saying the yuon should become the global reserve currency.
• 15:09
  Speaker 1: You know, if you guys think that is the case,
• 15:11
  Speaker 1: do you think China should have the reserve currency or
• 15:13
  Speaker 1: do you think the dollar is going to stick around
• 15:15
  Speaker 1: longer and more powerful than ever? Drop it down below
• 15:20
  Speaker 1: We'll see how this is going to play out this week.
• 15:22
  Speaker 1: It is going to get interesting. If you like this video,
• 15:31
  Speaker 1: like and subscribe, drop a comment down below, and also
• 15:34
  Speaker 1: join our free private member group. The link is in
• 15:37
  Speaker 1: the description.