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Bitcoin New All-Time High!!🚨Crypto Market Update · The Paul Barron Crypto Show

• 0:06
  Speaker 1: Bitcoin has achieved another all time high. Today we'll break
• 0:08
  Speaker 1: it down for you and where the market could be trending.
• 0:11
  Speaker 1: My name is Paul Barren. Welcome back in to the show.
• 0:13
  Speaker 1: Let's go with it today. I want to thank our
• 0:14
  Speaker 1: sponsor and that is Tangent, a place where you guys
• 0:16
  Speaker 1: can begin self custody and guys, one of the things
• 0:20
  Speaker 1: that happens in these very volatile markets, and of course
• 0:23
  Speaker 1: we saw bitcoin go up a little bit yesterday, is
• 0:25
  Speaker 1: when we see these violent moves, exchanges start to have
• 0:29
  Speaker 1: a little bit of a problem. So think about that
• 0:32
  Speaker 1: in your strategy of how you're dealing with your own
• 0:35
  Speaker 1: self custody plan. Check it out use our link. All right,
• 0:38
  Speaker 1: let's get into it. A couple of points I want
• 0:40
  Speaker 1: to hit on. First, of course, Bitcoin reaches its all
• 0:42
  Speaker 1: time high one hundred and twelve K with an extra
• 0:46
  Speaker 1: five hundred dollars on top.
• 0:48
  Speaker 2: And guess what we're.
• 0:49
  Speaker 1: Looking at shorts now and what the price might be
• 0:52
  Speaker 1: for bitcoin leading into July, and right now it's looking
• 0:56
  Speaker 1: like one point fifteen is the consensus around eighty six
• 0:59
  Speaker 1: percent over on polymer market. That along with what's happening
• 1:02
  Speaker 1: in the short side of things, one hundred and ninety
• 1:04
  Speaker 1: two mili bitcoin shirts liquidated. This was just yesterday, That
• 1:08
  Speaker 1: was the past sixty minutes. Then you go over and
• 1:10
  Speaker 1: look at this morning, another five fifty million liquidated in
• 1:15
  Speaker 1: another sixty minutes. So liquidations are definitely going in. Not
• 1:18
  Speaker 1: the time to be shorting bitcoin. It looks like we
• 1:21
  Speaker 1: may be on to something big. A lot of bitcoiners
• 1:24
  Speaker 1: right now are underprepared according to this article that's saying
• 1:27
  Speaker 1: possible one thirty three price tag in September, even though
• 1:31
  Speaker 1: we are seeing a lot of indications that we could
• 1:33
  Speaker 1: see even a more violent move up. What would that
• 1:35
  Speaker 1: do to the traditional markets and how they're perceiving because remember,
• 1:40
  Speaker 1: the last time we've really seen these violent moves in
• 1:44
  Speaker 1: the situation of bitcoin really was all the way back
• 1:48
  Speaker 1: into the last bull run in twenty twenty one, and
• 1:51
  Speaker 1: a lot of the mainstream media wasn't really tracking cryptos,
• 1:55
  Speaker 1: you know, still the bad guys, you know, industry that
• 1:59
  Speaker 1: can play has changed now, So I'm just kind of
• 2:01
  Speaker 1: curious how they're going to respond to it. I think
• 2:03
  Speaker 1: you're gonna end up getting a lot more input from
• 2:06
  Speaker 1: this one thing. A couple of things within the article.
• 2:09
  Speaker 1: Traders now buying call signaling may be under exposed. That's
• 2:13
  Speaker 1: an interesting situation. Trading signals now suggesting short term breakout
• 2:17
  Speaker 1: with a sixty percent probability for further upside over the
• 2:20
  Speaker 1: next two months. And that is a big deal because
• 2:23
  Speaker 1: we do get more traditional investors and even retail coming
• 2:27
  Speaker 1: in on this, and if we get more institutions again,
• 2:31
  Speaker 1: this puts more pressure on price.
• 2:33
  Speaker 2: And I think this, of course is the thing to
• 2:35
  Speaker 2: watch right now.
• 2:35
  Speaker 1: Trump of courses out there, bullposting tech stocks, industrial socks,
• 2:40
  Speaker 1: NASDAC hit all time high records. Now he wants a
• 2:43
  Speaker 1: rate cut. So that's what it's spoiling down to is
• 2:47
  Speaker 1: a challenge between him and share Pale to get these
• 2:49
  Speaker 1: rates down before the markets do get hit.
• 2:52
  Speaker 2: I want to go over and.
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  Speaker 1: Play a clip of Tom Lee talking about in Vidio
• 2:57
  Speaker 1: because this has a lot of bearing on how this
• 2:59
  Speaker 1: market make play out.
• 3:00
  Speaker 2: Take a look.
• 3:01
  Speaker 3: Well, to me, in Vidia being the most valuable company
• 3:05
  Speaker 3: in the S and P makes a lot of sense.
• 3:07
  Speaker 2: I mean that's scarce.
• 3:08
  Speaker 3: I mean, how many Invidias are there in the world, right,
• 3:10
  Speaker 3: there's fifty thousand stocks, there's one in Vidia, and so
• 3:16
  Speaker 3: it is scarcer than like DA Vinci, So I do
• 3:19
  Speaker 3: think the multiple it around thirty times is actually not
• 3:23
  Speaker 3: that extended given how important they are to the AI ecosystem.
• 3:26
  Speaker 3: So I think there's earning visibility and then there's multiple
• 3:29
  Speaker 3: expansion potential, all right.
• 3:32
  Speaker 1: I like the I mean, Tom of course has been
• 3:34
  Speaker 1: really aggressive on his bowl positions with tech in the past,
• 3:38
  Speaker 1: and you know, listen, there's been a lot of tech
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  Speaker 1: companies and tech analysts that have looked at in Nvidia
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  Speaker 1: and said, maybe this train's going to stop at some point.
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  Speaker 2: Tom Lee not seeing that right now.
• 3:47
  Speaker 1: If you look at Goldman Sachs, where the S and
• 3:50
  Speaker 1: P is going to be by the end of the year.
• 3:52
  Speaker 1: This gets interesting because as we've talked about here on
• 3:55
  Speaker 1: the channel, is that it appears that the trend may
• 3:58
  Speaker 1: not be stopping for the S ANDP. Is how that
• 4:00
  Speaker 1: liquidity is going to move into risk markets.
• 4:02
  Speaker 2: Take a look at this clip.
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  Speaker 4: We got to start off with the news you're changing
• 4:06
  Speaker 4: your SMP price targets for three months, six months and
• 4:08
  Speaker 4: also the next year. Let's do the twelve month horizon
• 4:11
  Speaker 4: sixty nine hundred, double digit about a ten to eleven
• 4:13
  Speaker 4: percent rise from here. What is the biggest challenge to
• 4:16
  Speaker 4: the market moving higher. Right now, we've seen tariff shake
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  Speaker 4: up the market obviously, you know, the April lows were
• 4:21
  Speaker 4: very clearly that investors got nervous about tariff's. Now they
• 4:24
  Speaker 4: seem to be shrugging them off. Are tariffs still an issue?
• 4:26
  Speaker 4: And do we need to see the Fed cut to
• 4:28
  Speaker 4: get to your price target for the end of this
• 4:29
  Speaker 4: year again sixty six hundred.
• 4:31
  Speaker 5: Yeah, Earnings are the most important driver for stocks. Last
• 4:34
  Speaker 5: time we spoke, we were constructive on stocks, and that
• 4:37
  Speaker 5: was because of the view that earnings would continue to
• 4:39
  Speaker 5: drive the market higher. That hasn't changed and for that reason.
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  Speaker 5: The key question now is how much will tariffs affect
• 4:46
  Speaker 5: the earnings outlook. We're about to start that second quarter
• 4:48
  Speaker 5: earning season and the key thing to be focused on
• 4:51
  Speaker 5: for investors is what companies say about their ability to
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  Speaker 5: protect margins given these increased tariff freights.
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  Speaker 1: All right, So, as you can see there, these are
• 4:59
  Speaker 1: all of the some p targets right there from some
• 5:02
  Speaker 1: of the top Wall Street analysts out there, Morgan, Stanley, City,
• 5:04
  Speaker 1: Bank of America, et cetera, all of which have been
• 5:07
  Speaker 1: pointing in this direction. So again, this is a very
• 5:10
  Speaker 1: positive situation for the markets in general. The real question
• 5:13
  Speaker 1: is is again, how do we see liquidity start to
• 5:16
  Speaker 1: pour into the crypto market total stop Bitcoin Spot bitcoin
• 5:20
  Speaker 1: ETF volumes now surpassing four billion today. This I think
• 5:23
  Speaker 1: will help, even though I think Spot is not having
• 5:27
  Speaker 1: as much of an impact on bitcoin price, even though
• 5:29
  Speaker 1: we are seeing Bitcoin continue to move up. I think
• 5:32
  Speaker 1: the real question is is how do we see, you know,
• 5:35
  Speaker 1: investment advisors starting to allocate funds. Because when you look
• 5:38
  Speaker 1: at some of the things that it's happening right now,
• 5:41
  Speaker 1: Bitcoin holders right now still Blackrock leading away. That's a
• 5:45
  Speaker 1: big sign, you know, when you think about the industry
• 5:48
  Speaker 1: as a whole. If Blackrock is the one that's out
• 5:50
  Speaker 1: there leading, a lot of investment advisors are probably saying,
• 5:52
  Speaker 1: wait a minute, maybe we need to be looking at
• 5:55
  Speaker 1: that a little bit more. And this is a chart
• 5:56
  Speaker 1: they're looking at a lot more, and that is risk
• 5:59
  Speaker 1: return on file of the asset classes. If you look
• 6:02
  Speaker 1: at everything out there, everything's kind of clustered into that one.
• 6:04
  Speaker 2: Area, gold, SMP reads, etc. Look where bitcoin is.
• 6:09
  Speaker 1: This of course gets into a frame of shifting thinking
• 6:13
  Speaker 1: and that is what you have to pay attention to,
• 6:16
  Speaker 1: especially as we see companies coming in and saying, hey,
• 6:19
  Speaker 1: we're going to start really playing the angle of acquiring
• 6:22
  Speaker 1: more bitcoin into our treasuries, and that's only going to
• 6:25
  Speaker 1: drive the price up and the valuation of these companies.
• 6:27
  Speaker 1: Much like what we've seen with micro Strategy, this is
• 6:29
  Speaker 1: now happening with Ethereum. And of course the US Treasury
• 6:34
  Speaker 1: has officially removed its broker reporting rules. This is a
• 6:38
  Speaker 1: big deal because now it's kind of pretty much a
• 6:41
  Speaker 1: no holds barred situation. From a market standpoint, all of
• 6:44
  Speaker 1: this very positive for where the market is going. I
• 6:48
  Speaker 1: want to go to another clip because this is another
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  Speaker 1: big I think, a big indicator of where Wall Street's
• 6:54
  Speaker 1: head is right now.
• 6:55
  Speaker 2: This is Kathy would take a look.
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  Speaker 6: People ask me what's the biggest surprise circle going published.
• 7:01
  Speaker 6: I really thought that bitcoin would serve the role that
• 7:06
  Speaker 6: stable coins are going to serve. I think because of
• 7:09
  Speaker 6: that IPO. I don't know if it was the safety
• 7:13
  Speaker 6: that you know, being backed one percent by Treasury Securities,
• 7:18
  Speaker 6: NAI and Crypto together as we go towards agentic also
• 7:23
  Speaker 6: with DeFi threatening all of them as well, we better
• 7:27
  Speaker 6: get with the program. So you're right, light switch, It's
• 7:30
  Speaker 6: it's almost like a light switch we think this could
• 7:33
  Speaker 6: become one of the most important financial services institutions in
• 7:37
  Speaker 6: the world.
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  Speaker 2: I think I think it will become. It's already there.
• 7:43
  Speaker 1: The potential now is getting the genius act through what
• 7:47
  Speaker 1: we're going to see in DC most likely next week
• 7:50
  Speaker 1: with Crypto Week coming up. I'll think there's going to
• 7:52
  Speaker 1: be a lot of other indicators that are starting to
• 7:54
  Speaker 1: look at the greater and more broad markets as a whole.
• 7:58
  Speaker 1: All of this starts to push in to Ethereum as
• 8:02
  Speaker 1: one of the cornerstones versus Solana. Now Tom Lean breaks
• 8:06
  Speaker 1: this down a little bit of why take a.
• 8:08
  Speaker 3: Look, Chack the stable coin is the chat GPT moment
• 8:13
  Speaker 3: for crypto circle has blown the doors open. There's a
• 8:16
  Speaker 3: lot of interest now on Wall Street getting involved with
• 8:18
  Speaker 3: Ethereum and building stable coins. That's thirty percent of Ethereum's
• 8:23
  Speaker 3: network usage today, right. But it is a technology in
• 8:26
  Speaker 3: addition to it's not just like bitcoin, which is sort.
• 8:28
  Speaker 2: Of seen as that's right, most of gold. It is
• 8:31
  Speaker 2: a technology.
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  Speaker 3: I mean it could lose market share as well, couldn't
• 8:34
  Speaker 3: it to the likes of Solana.
• 8:35
  Speaker 2: Uh, that's true.
• 8:36
  Speaker 3: But when you see like the JP Morgan stable coin,
• 8:39
  Speaker 3: it's being built on Ethereum. Robinhood is building their tokenizing
• 8:43
  Speaker 3: business on ethereum so as a stay as what they
• 8:46
  Speaker 3: call a layer one. Ethereum is like the preferred choice
• 8:49
  Speaker 3: for Wall Street. It already is more than sixty percent
• 8:52
  Speaker 3: of all the tokenized real world assets, and I think
• 8:55
  Speaker 3: that share is growing. If stable coins grow to over
• 8:58
  Speaker 3: to Trillia's Treasury secretary best and predicts, that's an exponential
• 9:02
  Speaker 3: usage of etherum and the ethereum token.
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  Speaker 1: All right, So Tom Lee is hitting on all the
• 9:08
  Speaker 1: markers of what is identifying ETH as the market leader.
• 9:12
  Speaker 1: One thing I would disagree with him on and I
• 9:14
  Speaker 1: still look at this. I know there's a lot of
• 9:16
  Speaker 1: major analysts that are still looking at that two trillion mark.
• 9:19
  Speaker 2: I think it's more when you look at the exposure
• 9:21
  Speaker 2: of where stable.
• 9:22
  Speaker 1: Coins are going to be against the US dollar and
• 9:26
  Speaker 1: how we're going to have countries around the world now
• 9:28
  Speaker 1: have access to the US dollar in a very easy way.
• 9:32
  Speaker 1: I think it changes things quite a bit. And he
• 9:34
  Speaker 1: is right about ETH being the cornerstone and the backbone
• 9:36
  Speaker 1: of that. He mentioned Robinhood, who announced last week not
• 9:40
  Speaker 1: only did they announce the writing on ETH in terms
• 9:43
  Speaker 1: of token is securities, but specifically on the arbitrum chain.
• 9:47
  Speaker 1: So that in itself, I think is going to have
• 9:49
  Speaker 1: a couple of.
• 9:50
  Speaker 2: Indicators moving forward.
• 9:51
  Speaker 1: And of course another one is that they are now
• 9:53
  Speaker 1: allowing both staking on eth and Salona inside Robinhood. This
• 9:58
  Speaker 1: is getting unusual because I had just a general person
• 10:01
  Speaker 1: the other day start to ask me about staking inside
• 10:05
  Speaker 1: their Robinhood app. And this is somebody that had never
• 10:07
  Speaker 1: invested in crypto before, and they're starting to ask those
• 10:11
  Speaker 1: kinds of questions because they're.
• 10:12
  Speaker 2: Seeing these yields. They think dividend. That's the way that
• 10:14
  Speaker 2: they're looking at that.
• 10:15
  Speaker 1: So, guys, when you see that, along with everything else
• 10:18
  Speaker 1: that's going on, there is a lot of trends starting
• 10:21
  Speaker 1: to play into this. Ali Baba Backfirm is now eyeing
• 10:24
  Speaker 1: a partnership with Circle. This is going to get interesting
• 10:26
  Speaker 1: because it will get into retail. And this is the
• 10:29
  Speaker 1: thing that I have said all along. When retail flows
• 10:32
  Speaker 1: in to USTC or stable coins, we are talking about
• 10:37
  Speaker 1: ten to forty trillion in terms of opportunity.
• 10:41
  Speaker 2: That's the kind of market that is there.
• 10:42
  Speaker 1: Forget these two trillion just utilizing stable coins as a
• 10:47
  Speaker 1: means of exchange. This is shifting the dynamic around all
• 10:50
  Speaker 1: of this. Look at the value of what they're talking about.
• 10:53
  Speaker 1: This is ant International right now. The company's global unit
• 10:57
  Speaker 1: generated nearly three billion in revenue last year. So back
• 11:01
  Speaker 1: to the point, guys, what we're talking about. You this
• 11:04
  Speaker 1: one company just within that, Think all Shopify, think of
• 11:07
  Speaker 1: all e commerce, think all a retail in person. You
• 11:09
  Speaker 1: start to get your head around where this is going.
• 11:12
  Speaker 1: And guess what all of this setting in the ETH ecosystem,
• 11:16
  Speaker 1: So big one for sure. Let's take a look at
• 11:18
  Speaker 1: fear and greed the indext chart right now starting to
• 11:20
  Speaker 1: trend up to around fifty eight, even though not necessarily
• 11:23
  Speaker 1: that high, with Eth starting to bump a potential run
• 11:27
  Speaker 1: at three k, and of course Bitcoin hitting it's all
• 11:30
  Speaker 1: time high if you look at the overall all Coin
• 11:33
  Speaker 1: index right now, again very low right now at twenty seven,
• 11:38
  Speaker 1: So definitely in a maybe wait and see moment for
• 11:42
  Speaker 1: a lot of this, And of course the ones that
• 11:44
  Speaker 1: you've got to look at Pengo's kind of in their
• 11:46
  Speaker 1: virtual still up SPX, deep hype still in there, so
• 11:50
  Speaker 1: there's some good quality ones in here as well. So
• 11:53
  Speaker 1: let me know what you guys are doing in terms
• 11:55
  Speaker 1: of all coins. What are you prepping up for in
• 11:57
  Speaker 1: the commons down below? And by the way, if you're
• 11:59
  Speaker 1: not subscribed to the channel, make sure and take a
• 12:01
  Speaker 1: time real quick, just hit that subscribe button right now
• 12:05
  Speaker 1: and do that, because we are getting ready to see
• 12:08
  Speaker 1: a run here. And here's why seven point four trillion
• 12:11
  Speaker 1: now setting on the sideline. This is money market.
• 12:13
  Speaker 2: This is active cash.
• 12:15
  Speaker 1: This isn't invested in anything else. It is sitting literally
• 12:19
  Speaker 1: in active accounts waiting to deploy into something. In fact,
• 12:23
  Speaker 1: most of these investors are chomping at the bit to
• 12:26
  Speaker 1: figure out how can they outperform the four to five
• 12:30
  Speaker 1: percent yield that they're getting within these markets. Watch for this, guys.
• 12:33
  Speaker 1: This could be a big one for sure. The other
• 12:35
  Speaker 1: thing that starts to shift around a little bit is
• 12:38
  Speaker 1: next week with Crypto Week. Here's kind of a new one.
• 12:41
  Speaker 1: And this of course Eleanor Tarrett scooping in on this.
• 12:44
  Speaker 1: The Banking GOP now planning to drop its market structure
• 12:47
  Speaker 1: discussion draft next week after I'll remember this was a
• 12:51
  Speaker 1: little bit of a false start, and then now it's
• 12:54
  Speaker 1: going into next week during Crypto Week. So all this
• 12:57
  Speaker 1: very good good news for crypto in general. Taking a
• 13:00
  Speaker 1: look at the markets. Obviously after a fairly violent situation
• 13:04
  Speaker 1: right there on the one hour, still continuing high and
• 13:06
  Speaker 1: holding at one thirteen, another all time high as of recording,
• 13:11
  Speaker 1: So getting very active right now. Ethereum is the one
• 13:14
  Speaker 1: we're watching, starting to bump possibly to that three k mark.
• 13:18
  Speaker 1: This is the one you've got to keep an eye on.
• 13:19
  Speaker 1: Swee up eleven percent, moving very actively. And then you
• 13:23
  Speaker 1: get into some of the others like Arbitram is this
• 13:25
  Speaker 1: one of those is starting to break out because of
• 13:29
  Speaker 1: the news starting to set in in mainstream. Remember Token
• 13:33
  Speaker 1: High Securities is starting to become a darling of Wall Street.
• 13:36
  Speaker 1: Once they figure out how Robinhood is doing this, You're
• 13:39
  Speaker 1: going to see some action here on this one, right,
• 13:41
  Speaker 1: So I want to go down and look at the
• 13:42
  Speaker 1: treasury companies within crypto right here, masked micro strategy hanging there, Master,
• 13:47
  Speaker 1: BM and R. This is Tom Lee's after a heavy valuation.
• 13:51
  Speaker 1: Remember this is eight x of.
• 13:53
  Speaker 2: What their core value is.
• 13:55
  Speaker 1: Then you look at SPAT, This one might be getting
• 13:58
  Speaker 1: ready to break out, just with Jill Lubin and what
• 14:01
  Speaker 1: his strategy is around hinting some potential collaborations which we'll
• 14:05
  Speaker 1: have more on that possibly next week on a very
• 14:08
  Speaker 1: special episode. The one of course I'm watching is both
• 14:12
  Speaker 1: s BET and also btcs BTSCs up again from a
• 14:17
  Speaker 1: recovery right there around for twenty yesterday, so some interesting
• 14:22
  Speaker 1: things that could align again back with Ethereum with what's
• 14:25
  Speaker 1: happening with bitcoin beyond the lookout, guys, we are in
• 14:28
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