Latest / The Paul Barron Crypto Show / Recession Fears vs Crypto🔥Market Update

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Recession Fears vs Crypto🔥Market Update · The Paul Barron Crypto Show

• 0:07
  Speaker 1: The FED decision is incoming and it could have the
• 0:10
  Speaker 1: most impact on crypto. Maybe in this bull run today
• 0:13
  Speaker 1: is going to be a special one. My name is
• 0:15
  Speaker 1: Paul Bara. Welcome back into tech path. Let's get into it.
• 0:17
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  Speaker 1: Use our link down below to get started. I want
• 0:56
  Speaker 1: to go over to a couple of things that we
• 0:57
  Speaker 1: will kind of highlight here another day, another record.
• 1:01
  Speaker 2: High on gold.
• 1:02
  Speaker 1: Gold is absolutely continuing to push through over three thousand dollars.
• 1:07
  Speaker 1: This doesn't happen in normal and healthy markets, and that
• 1:11
  Speaker 1: is the concern that everybody is looking at right now.
• 1:15
  Speaker 1: A silver also is approaching its highest price in more
• 1:18
  Speaker 1: than twelve years. This is another commodity that we continue
• 1:22
  Speaker 1: to see movement on and I think this is the
• 1:24
  Speaker 1: factor going forward.
• 1:25
  Speaker 2: Guys.
• 1:26
  Speaker 1: Is this a potential move on the market in a
• 1:30
  Speaker 1: very precarious way? Are we maybe going into a bear market?
• 1:33
  Speaker 1: We'll talk about that in a second. I do want
• 1:35
  Speaker 1: to go to a clip right now because this is
• 1:37
  Speaker 1: what it's all about. It is interest rate war showdown.
• 1:41
  Speaker 2: Take a look.
• 1:43
  Speaker 3: The Fed is expected to maintain rates this week as
• 1:45
  Speaker 3: the economy continues to send mixed signals, talking about how
• 1:49
  Speaker 3: seventy seven percent of the economists that we're surveyed are
• 1:53
  Speaker 3: looking for two or more cuts this year.
• 1:55
  Speaker 4: Are you in that camp?
• 1:57
  Speaker 5: And I think what is most notable about the Fed
• 2:00
  Speaker 5: this time is how little it has in its direct
• 2:03
  Speaker 5: control of things that matter most. Our estimation at this
• 2:06
  Speaker 5: point would be three cuts. Are the FMC going to
• 2:10
  Speaker 5: update their dot plants? And also what is their outlook
• 2:15
  Speaker 5: on near term installation. I think that's going to be
• 2:18
  Speaker 5: the two areas to watch.
• 2:19
  Speaker 1: But why do you still think zero?
• 2:21
  Speaker 2: Maybe the way we go.
• 2:23
  Speaker 6: It's not just weaker activity, it's stagflation. Right, We've had
• 2:27
  Speaker 6: these upside surprises and inflation and we haven't really seen
• 2:30
  Speaker 6: the impact of tatifs yet. Despite that, inflation has been
• 2:33
  Speaker 6: a little bit higher than expected.
• 2:34
  Speaker 2: Meanwhile, activities holding up.
• 2:36
  Speaker 1: Very welcome and you still see four cuts.
• 2:39
  Speaker 7: Why you know, we had a positive fifty basis point
• 2:41
  Speaker 7: contribution from government spending in the fourth quarter and a
• 2:44
  Speaker 7: negative fifty basis point contribution from non residential fixed investment in.
• 2:49
  Speaker 2: The fourth quarter.
• 2:50
  Speaker 7: If that business confidence surge that happened over that in
• 2:54
  Speaker 7: the post election period held in now it was dealt
• 2:58
  Speaker 7: a setback in February, and so we're likely to have
• 3:02
  Speaker 7: weak cap backs through the whole first part of the year.
• 3:05
  Speaker 7: Consumption looks like it's softening, and government spending is likely
• 3:09
  Speaker 7: headed on a lower trajectory.
• 3:11
  Speaker 1: All right, So there is a lot to unwrap here.
• 3:14
  Speaker 1: The key here is is that we're seeing from Wall
• 3:16
  Speaker 1: Street right now everything between no cuts, three cuts, four cuts,
• 3:21
  Speaker 1: It is getting out of hand in the sense that
• 3:24
  Speaker 1: Wall Street doesn't understand what is going on. But if
• 3:27
  Speaker 1: you guys remember there was a video that Jerome Powell
• 3:30
  Speaker 1: did before back early March, really before the tariff thing
• 3:34
  Speaker 1: started brewing, and he had some very intriguing things to say.
• 3:39
  Speaker 2: I'll comment in a minute. Take a look.
• 3:41
  Speaker 8: So if you put that in the context of tariffs,
• 3:44
  Speaker 8: we're at a stage where we're still very uncertain about
• 3:46
  Speaker 8: what will be tariffed for how long, at what level.
• 3:49
  Speaker 8: You know, it'll hit the exporters, the importers, the retailers,
• 3:52
  Speaker 8: and to some extent the consumers. And we'll see what
• 3:55
  Speaker 8: that is.
• 3:56
  Speaker 2: And in a simple case where.
• 3:58
  Speaker 8: We know it's a one time thing, you know, the
• 4:01
  Speaker 8: textbook would say look through it. If it turns into
• 4:03
  Speaker 8: a series of things, and it's more than that, and
• 4:07
  Speaker 8: if if the increases are larger, that would matter. I
• 4:10
  Speaker 8: would I would point people back to twenty nineteen. You know,
• 4:14
  Speaker 8: when we had we had the text Cuts and Jobs Act,
• 4:17
  Speaker 8: we had lower immigration, and we had regulatory policy under
• 4:21
  Speaker 8: President Trump in the first first regime, and you know
• 4:24
  Speaker 8: we wound up cutting three times because growth weaken so much.
• 4:29
  Speaker 2: All right, So there it is.
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  Speaker 1: That is Chair Palell talking about a scenario that would
• 4:34
  Speaker 1: have to take place for him to be in a
• 4:36
  Speaker 1: position where they would have to cut.
• 4:38
  Speaker 2: Well, that scenario is now in place.
• 4:40
  Speaker 1: We are seeing a deluge of tariffs that are hitting
• 4:44
  Speaker 1: the market and could be cataclysmic for a lot of industries.
• 4:47
  Speaker 1: I talked to the restaurant industry just yesterday. The amount
• 4:50
  Speaker 1: of impact that they will have. That's a one point
• 4:52
  Speaker 1: four trillion dollar marketplace in the United States alone. So
• 4:55
  Speaker 1: these are very much having impact on the United States,
• 4:59
  Speaker 1: which is going to slow down inflation. The concern is
• 5:03
  Speaker 1: is that, back to one of those analysts we're talking about,
• 5:05
  Speaker 1: is stagflesh could be on the table now.
• 5:07
  Speaker 2: So this is a big factor.
• 5:08
  Speaker 1: Now, with all of that being said, you have to wonder, guys,
• 5:11
  Speaker 1: are we in a bull run or are we not. Well,
• 5:13
  Speaker 1: there's one analyst out there that says we are not
• 5:16
  Speaker 1: in a bull run. So he's been calling for a
• 5:17
  Speaker 1: bull market of the past two even when indicators we're
• 5:20
  Speaker 1: borderlines started to change my view. But now it looks
• 5:22
  Speaker 1: pretty clear that we are entering a bear market. Now
• 5:25
  Speaker 1: this is just one particular trader out there, but he
• 5:29
  Speaker 1: has been notorious for being very bullish. This flip is
• 5:34
  Speaker 1: a significant one. Coming in from the markets in general,
• 5:37
  Speaker 1: because it's not coming in just from him. We're starting
• 5:39
  Speaker 1: to see this flow in throughout Twitter along with many
• 5:43
  Speaker 1: other accounts. Now, granted, many people will say, well, Paul, are.
• 5:46
  Speaker 2: You still bearish?
• 5:47
  Speaker 1: I'm still at this time still bearish, and I will
• 5:50
  Speaker 1: tell you the date in which that would change, and
• 5:53
  Speaker 1: it will be April second. Because the key here is
• 5:56
  Speaker 1: going to be, well, really, there's going to be two keys.
• 5:58
  Speaker 1: But the first key is the tariff consummation. We've got
• 6:02
  Speaker 1: to be able to understand what these tariffs are going
• 6:04
  Speaker 1: to do because that's going to give us long term planning.
• 6:06
  Speaker 1: And the other scenario is how this war potentially plays out,
• 6:10
  Speaker 1: whether or not Putin gets his way with trying to
• 6:13
  Speaker 1: stop the war from happening at the same time of
• 6:17
  Speaker 1: getting you know, weapons coming in from the US.
• 6:19
  Speaker 2: A lot of that is still on the table.
• 6:21
  Speaker 1: If Trump can still navigate these two things, it's possible
• 6:24
  Speaker 1: we could still see a bull run going forward. But
• 6:26
  Speaker 1: if you look at the rest of the market, everything
• 6:29
  Speaker 1: except the mag seven right now, Apple, Microsoft, Google, Meta, Amazon,
• 6:34
  Speaker 1: even in Nvidia even though they just did some big announcements,
• 6:38
  Speaker 1: are down, but almost everything else is up. Netflix, up
• 6:41
  Speaker 1: three percent, Lily up almost one point two. I mean,
• 6:46
  Speaker 1: it's even Johnson and Johnson is up so crazy crazy
• 6:49
  Speaker 1: moves right now in the market midcaps and also some
• 6:52
  Speaker 1: other assets out there. Let me know how you guys
• 6:55
  Speaker 1: are trading the market right now down below in the comments.
• 6:58
  Speaker 2: If you're not.
• 6:58
  Speaker 1: Subscribed to the show, makes sure and do that. This
• 7:00
  Speaker 1: is a great place for you guys to get more
• 7:02
  Speaker 1: content here on the crypto markets. This was what was
• 7:06
  Speaker 1: happening with Jensen Wong and in Vidia, and he just
• 7:09
  Speaker 1: announced this just actually was breaking today. General Motors has
• 7:13
  Speaker 1: selected in Vidia to build itself driving car fleet. So
• 7:17
  Speaker 1: this is a problem for Tesla. And what I say
• 7:20
  Speaker 1: in the sense that it's a problem for Tesla is
• 7:22
  Speaker 1: because we are seeing a catch up phase that has
• 7:25
  Speaker 1: been occurring.
• 7:26
  Speaker 2: In the EV market.
• 7:26
  Speaker 1: And remember, if you guys watched our video the other day,
• 7:29
  Speaker 1: we talked about Kathy Woods position both on Tesla and
• 7:32
  Speaker 1: also on BYD BYD. These are all car companies. The
• 7:35
  Speaker 1: reason that's important to crypto in general is this is
• 7:39
  Speaker 1: the sentiment that is playing out right now on the
• 7:43
  Speaker 1: tech community, and the tech community investors are typically crypto investors.
• 7:47
  Speaker 1: So that's one of the reasons that you have to
• 7:49
  Speaker 1: keep a very close eye on this. Now, I want
• 7:51
  Speaker 1: to go over to a quick clip that gives you
• 7:54
  Speaker 1: some ideas of what's bulletproof right now, take a look.
• 7:58
  Speaker 2: It could be perhaps some headwinds for the more.
• 8:00
  Speaker 4: We're long term investors, right we look for companies that
• 8:03
  Speaker 4: are high quality or produce income for clients that we
• 8:07
  Speaker 4: think will persist even during economic volatility. Give us some
• 8:11
  Speaker 4: Give you an example. Okay, we're seeing AI. It's going
• 8:14
  Speaker 4: to spread, it's an enabling technology. It's fundamental companies like Nvidia,
• 8:18
  Speaker 4: which has gotten particularly cheap relative to its growth, or
• 8:21
  Speaker 4: Go where a company can be resilient in the face
• 8:23
  Speaker 4: of a downturn, company like TJ Max or even McDonald's.
• 8:27
  Speaker 3: I know you said a lot of your clients have
• 8:29
  Speaker 3: gotten really overweight.
• 8:30
  Speaker 2: I don't know you're recommending McDonald.
• 8:33
  Speaker 3: Did you hear say that ozempic maybe.
• 8:35
  Speaker 8: Eli Lilly For those clients that are picking out Ozepic's
• 8:40
  Speaker 8: unlikely to affect very much the clients that go to McDonald's.
• 8:45
  Speaker 2: All right, that's funny. The guys are having funn with
• 8:48
  Speaker 2: that clip.
• 8:48
  Speaker 1: Boy being is that there are some clear winners that
• 8:51
  Speaker 1: could go into a bear market. Those are always the
• 8:53
  Speaker 1: indicators that you have to watch where the market pricing
• 8:56
  Speaker 1: is pricing in a recession. And this is let me
• 8:58
  Speaker 1: kind of zoom in on this for you right now.
• 8:59
  Speaker 1: That's right, the market is pricing in a recession. SNP
• 9:03
  Speaker 1: has decreased two percent since the FED rate cuts began
• 9:06
  Speaker 1: in September of twenty four. We also saw that historically speaking,
• 9:10
  Speaker 1: the S ANDP usually gains AUP percent on average in
• 9:13
  Speaker 1: the same six months.
• 9:14
  Speaker 2: After a rate cut, so that's a problem.
• 9:16
  Speaker 1: The other thing that plays into this is there the
• 9:18
  Speaker 1: declining position which is negative six and six months versus
• 9:22
  Speaker 1: and also minus ten within twelve. All of this is
• 9:26
  Speaker 1: big in the area of a huge drawdown. You've heard
• 9:29
  Speaker 1: me talk about this on the show before. Is this
• 9:30
  Speaker 1: is impacting a lot of investors, especially in the tech sector,
• 9:36
  Speaker 1: and it's investing at the level of where many of
• 9:40
  Speaker 1: the wealthy individuals around the country are being hit on
• 9:43
  Speaker 1: this very big so question is how much pressure can
• 9:47
  Speaker 1: Trump take before we start to see some pushing and
• 9:51
  Speaker 1: shoving in Capitol Hill right now, And I think that's
• 9:53
  Speaker 1: the factor that is playing in. The FED has a
• 9:56
  Speaker 1: tough job ahead. You can kind of see the chart
• 9:57
  Speaker 1: right here. This is not a good look right now
• 10:00
  Speaker 1: compared to what we've seen in the past. Could we
• 10:04
  Speaker 1: be in recession woes right now? This would definitely mess
• 10:07
  Speaker 1: up Trump's plan to kind of keep the Republicans in
• 10:10
  Speaker 1: office if we do enter into a recession. Goldman Sachs
• 10:13
  Speaker 1: now their sentiment indicator drops to the lowest level in
• 10:16
  Speaker 1: more than two years. This is another sign that is
• 10:19
  Speaker 1: not good now. So this is either going to be
• 10:21
  Speaker 1: a absolute unbelievable comeback if we see a move from here,
• 10:28
  Speaker 1: possibly the biggest ever, or this could be the beginning
• 10:32
  Speaker 1: of a downturn in the market.
• 10:34
  Speaker 2: Shocking set of the day.
• 10:35
  Speaker 1: We've just witnessed the biggest drop in US equity allocation
• 10:38
  Speaker 1: on record. That's another problem, And of course with that
• 10:42
  Speaker 1: you got to look at money supply. The M two
• 10:44
  Speaker 1: continues to climb. Interestingly enough, this is M two compared
• 10:49
  Speaker 1: to Bitcoin to where it's been flowing.
• 10:51
  Speaker 2: Now.
• 10:51
  Speaker 1: Granted it does lag in certain areas, but I'm just
• 10:53
  Speaker 1: curious that maybe there is some correlation here around the
• 10:57
  Speaker 1: M too money supply. As we see liquidity come into
• 10:59
  Speaker 1: the market, it possibly from a stack pile of cash.
• 11:04
  Speaker 2: Everybody going to cash so this is the thing that.
• 11:07
  Speaker 1: Everybody looks at, especially if we start to near the
• 11:10
  Speaker 1: stagflation scenario, and that's the one that everybody has to
• 11:14
  Speaker 1: worry about. Let me go to a clip real quick.
• 11:17
  Speaker 1: This is a little bit more on that very issue.
• 11:19
  Speaker 2: Take a look.
• 11:20
  Speaker 9: We had two distinct stages to what was the fifth
• 11:25
  Speaker 9: fastest correction since World War Two. The first one was
• 11:28
  Speaker 9: a good old growth scare. Then we had pretty nasti
• 11:32
  Speaker 9: technicals with fast money, in particular getting out of very
• 11:36
  Speaker 9: crowded positions. Most of the bad technicals are behind us.
• 11:41
  Speaker 9: So the two questions going forward is will the growth
• 11:44
  Speaker 9: scare be contained and will the hope in the fact
• 11:48
  Speaker 9: put proof realistic or not? I call it a whiff
• 11:52
  Speaker 9: of stackflation. It's not real stacklation. It's a whiff of
• 11:55
  Speaker 9: stackflation because of exactly what you mentioned. So what should
• 11:59
  Speaker 9: we were about anything that takes growth down near one percent?
• 12:04
  Speaker 9: For me, one percent is stall speed, and if we
• 12:07
  Speaker 9: get near stall speed, that will be of concern. So
• 12:11
  Speaker 9: look at the household sector. Hopefully they will have some
• 12:15
  Speaker 9: confidence in the income stream because that's the only thing
• 12:17
  Speaker 9: keeping them going right now. And businesses have to contain
• 12:22
  Speaker 9: their weight and see attitude.
• 12:24
  Speaker 1: Man, this is so dead on in terms of stall speed,
• 12:27
  Speaker 1: because this is something that I'm experiencing in a lot
• 12:30
  Speaker 1: of the industries that I talk to on a day in,
• 12:33
  Speaker 1: day out basis is they are seeing this slowing and
• 12:36
  Speaker 1: at the same time, businesses that are not quite sure
• 12:39
  Speaker 1: how the market is going to go are now considering
• 12:43
  Speaker 1: a downturn and potentially a reassessment of their own workforce.
• 12:47
  Speaker 1: And that, of course is the issue as we start
• 12:49
  Speaker 1: to see not only inflation coming down because of the
• 12:53
  Speaker 1: market pressures, but employment unemployment, I should say, going up.
• 12:57
  Speaker 1: That's the problem. So how do you respond against this?
• 12:59
  Speaker 1: This is really the question everybody's asking because this will
• 13:02
  Speaker 1: indicate whether or not this is a big you know
• 13:05
  Speaker 1: nothing burger and it's setting up one of the biggest
• 13:08
  Speaker 1: rallies we've ever seen, or it is an early indicator. Well,
• 13:12
  Speaker 1: this is a good clip to kind of go about
• 13:14
  Speaker 1: this in terms of thinking on offense, take a look.
• 13:17
  Speaker 10: And so the big question is is this the bottom?
• 13:19
  Speaker 10: You know, should we be de risking down here or
• 13:21
  Speaker 10: should we be buying the dip? And we saw one
• 13:23
  Speaker 10: of these in twenty twenty two without recession. We saw
• 13:25
  Speaker 10: one of these in twenty eighteen without recession, and so
• 13:28
  Speaker 10: it's important to flag that. I do think that so
• 13:31
  Speaker 10: far the lows are in for the next two weeks
• 13:34
  Speaker 10: in the month of March, but I think the month
• 13:36
  Speaker 10: of April is going to be you know, potentially we
• 13:39
  Speaker 10: revisit and break through the lows we saw in March.
• 13:41
  Speaker 10: So if you want to see if you want to
• 13:43
  Speaker 10: get overweight equities, to me, I think you wait till April.
• 13:46
  Speaker 10: Wait till we're through this liquidity drain that we see,
• 13:48
  Speaker 10: and wait for a fat pitch on the centiment indicators
• 13:51
  Speaker 10: and some of the other things that we watch. So
• 13:53
  Speaker 10: that would be my advice.
• 13:55
  Speaker 1: Yeah, So this is kind of something we've talked about.
• 13:57
  Speaker 1: I mentioned this earlier in the week, is that you
• 13:59
  Speaker 1: really a watch through April because this is a there
• 14:03
  Speaker 1: are so many things are happening early enough in April
• 14:06
  Speaker 1: that we will get some decisions on how this is
• 14:08
  Speaker 1: the market impact is going to be. And to that,
• 14:10
  Speaker 1: Trader's point is that a lot of people are exiting
• 14:13
  Speaker 1: a lot of these big tech That's what we've been
• 14:15
  Speaker 1: seeing with big tech. This is something I've talked about
• 14:18
  Speaker 1: for the past almost thirty days, is that big tech
• 14:20
  Speaker 1: exodus is really starting to happen and does have an
• 14:23
  Speaker 1: impact on crypto, and I think we'll continue to see that.
• 14:25
  Speaker 1: It also has the impact on gold because that is
• 14:27
  Speaker 1: a flight to safety. Bitcoin, though still potentially could set
• 14:31
  Speaker 1: to sore. This is based on the Fed's big decision
• 14:34
  Speaker 1: could push around, especially if they say, all right, we're
• 14:38
  Speaker 1: not going to raise our cut today, but we're going
• 14:41
  Speaker 1: to go ahead and we think we're going to price
• 14:43
  Speaker 1: in two or three if we get a two or
• 14:46
  Speaker 1: three mentioned from Powell tomorrow, which by the way, we'll
• 14:48
  Speaker 1: be airing that tomorrow live around two fifteen ish Eastern
• 14:54
  Speaker 1: time here on the channel.
• 14:56
  Speaker 2: So subscribe right now.
• 14:57
  Speaker 1: Just stop what you're doing, hit subscribe, Hit that little
• 15:00
  Speaker 1: bell that way you'll get a notification. Because it's going
• 15:03
  Speaker 1: to be a big response to the market, I think
• 15:07
  Speaker 1: to what Pal states in terms of quantitative easoning going forward.
• 15:12
  Speaker 1: If Powell hints at easing policies, Bitcoin could break past
• 15:15
  Speaker 1: eighty three, and that's going to be a big factor.
• 15:17
  Speaker 1: This would be a positive outlook for more money into crypto.
• 15:19
  Speaker 1: People will start to say, Okay, this is my risk asset,
• 15:23
  Speaker 1: this is the one I'm going to go with instead
• 15:24
  Speaker 1: of gold maybe as the alternative. Bitcoin must turn the
• 15:29
  Speaker 1: eighty five K resistance which we've been facing right now
• 15:32
  Speaker 1: into support and aim for higher levels, possibly going to
• 15:35
  Speaker 1: eighty eight K.
• 15:35
  Speaker 2: That would be the big.
• 15:37
  Speaker 1: Opportunity to really kind of blast past the two hundred
• 15:40
  Speaker 1: day moving average, so other things you got to look at,
• 15:44
  Speaker 1: of course, as the bearish side, and the bear scenario
• 15:47
  Speaker 1: suggests to drop below seventy eight that's the number that
• 15:49
  Speaker 1: you're going to be watching if we see that, which
• 15:51
  Speaker 1: is a potential retest that that support. Seventy four K
• 15:54
  Speaker 1: could be the number, and that would put us on
• 15:57
  Speaker 1: the next stopping point around seventy thousand.
• 16:00
  Speaker 2: Dollars or sixty six K.
• 16:03
  Speaker 1: I know that's not a good sign for bitcoin, but
• 16:05
  Speaker 1: many of you guys, I think right now, what we're
• 16:07
  Speaker 1: finding is a lot of cash right now going into
• 16:11
  Speaker 1: the coffers, waiting on next moves, rising allocations, now broadening use.
• 16:18
  Speaker 1: This is coming in from coinbase finding that about eighty
• 16:20
  Speaker 1: three percent of institutional investors plan to increase their.
• 16:23
  Speaker 2: Exposure to crypto.
• 16:24
  Speaker 1: This is a very odd statement because with everything that's
• 16:28
  Speaker 1: happening in the market, remember who has the deepest pockets
• 16:31
  Speaker 1: or access to the deepest pockets, if we can get
• 16:34
  Speaker 1: enough of and when I say, if we really institutional
• 16:37
  Speaker 1: investor surveys, if we can see enough commitment here, and
• 16:41
  Speaker 1: the one commitment I want to highlight this is right there,
• 16:45
  Speaker 1: clear majority. If almost sixty percent survey investors plan to
• 16:48
  Speaker 1: allocate more than five five percent of their AUM assets
• 16:53
  Speaker 1: under management into crypto in twenty twenty five, guys, this
• 16:57
  Speaker 1: seemed to be a huge incentive to crypto in general,
• 17:01
  Speaker 1: and I think that's what is happening right now with
• 17:04
  Speaker 1: a lot of institutional capital almost three quarter seventy three
• 17:07
  Speaker 1: percent said, we indicate that the firms are currently holding
• 17:09
  Speaker 1: cryptocurrencies besides Bitcoin ethereum, so that means all coins, Ripple
• 17:13
  Speaker 1: and XRP and of course Solana right there at the
• 17:17
  Speaker 1: top of this. And then while only twenty four percent
• 17:20
  Speaker 1: of the investors currently engage in DeFi, the figure is
• 17:23
  Speaker 1: set to triple to seventy five percent in two years.
• 17:27
  Speaker 1: So DeFi still an early stage of what we'll see.
• 17:30
  Speaker 1: I think a lot of that is going to be coming,
• 17:32
  Speaker 1: especially as we see more regulatory clarity coming out of
• 17:35
  Speaker 1: the market. Here's Adam Cochrane. He hits on a couple
• 17:37
  Speaker 1: of points right here. This is in reference to Solana's
• 17:41
  Speaker 1: arable ad that they put out, and it was such
• 17:44
  Speaker 1: bad timing too. It took them nine hours to delete
• 17:47
  Speaker 1: this ad. The problem is this in Internet time and
• 17:52
  Speaker 1: in crypto x time takes so much of a life
• 17:57
  Speaker 1: of its own and it ends up just not showcasing.
• 18:00
  Speaker 2: So deleting the video is only going to accelerate the spread.
• 18:03
  Speaker 2: This is what happens.
• 18:04
  Speaker 1: Guys are out there, so as many people know these
• 18:07
  Speaker 1: are the kind of things that can really affect these
• 18:09
  Speaker 1: blockchains overall. Then you have, of course, you know coinba
• 18:14
  Speaker 1: is killing it. They really have connected to understanding a
• 18:19
  Speaker 1: great story, and they've done it with something that a
• 18:21
  Speaker 1: lot of people understand in terms of just general everyday Americans.
• 18:25
  Speaker 1: And I think this is something that if we are
• 18:28
  Speaker 1: going to see mass adoption, these are the kind of
• 18:30
  Speaker 1: ads we're going to need. And this is basically, you know,
• 18:32
  Speaker 1: a rancher goes out there, he's trying to sell his
• 18:34
  Speaker 1: truck and that's basically what he ends up doing with
• 18:37
  Speaker 1: coinbase with a buyer. So and he's amazed at this process.
• 18:41
  Speaker 1: So that is something I think that is still very
• 18:43
  Speaker 1: positive for crypto in general. Let's go over to this
• 18:46
  Speaker 1: one right here, because I think this is a big
• 18:48
  Speaker 1: move right now that is on the brink of happening,
• 18:51
  Speaker 1: and that is Trump's SEC chair nomine Paul Atkins is
• 18:56
  Speaker 1: closer to becoming the actual SEC chair. Now remember that
• 19:00
  Speaker 1: Aster Paris, she is basically running the SEC right now
• 19:04
  Speaker 1: until Paul Atkins comes in, and his record on blockchain
• 19:09
  Speaker 1: and DeFi has been very, very positive, So we could
• 19:13
  Speaker 1: see this happening right around the corner here in March
• 19:16
  Speaker 1: twenty seven. So a lot of good things to look at.
• 19:20
  Speaker 1: More opportunities, I think, though, will be to see how
• 19:23
  Speaker 1: the SEC continues to structure what they're trying to do,
• 19:26
  Speaker 1: and how Congress gets regulation into actual bills so businesses
• 19:31
  Speaker 1: can go forward and we can see these moves happening.
• 19:34
  Speaker 1: If you guys are not part of the Diamond circle,
• 19:35
  Speaker 1: get in right now. It's a great place to get
• 19:37
  Speaker 1: additional content or join me out there on x at
• 19:40
  Speaker 1: Paul Baron. We'll catch next time right here on Techpath