Latest / The Paul Barron Crypto Show / BRUTAL Crash!🔥$NFLX + $AVAX Buy Opportunity?🚨Bull Case Analysis🚀
Transcript
- 0:00Speaker 1: Markets are incomplete meltdown. Today, I want to do something
- 0:03Speaker 1: a little bit different, and that is take a look
- 0:05Speaker 1: at maybe some opportunities here at the bottom. You guys
- 0:08Speaker 1: don't want to miss it. Let's just jump right in.
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- 0:40Speaker 1: So let's get started today. And I want to show
- 0:43Speaker 1: case two particular strategies here. And Netflix and Avalanche may
- 0:49Speaker 1: be on the cusp of something very interesting. If you
- 0:52Speaker 1: look at Netflix right now, completely getting demolished, and many
- 0:56Speaker 1: people have been asking you know what's been causing this?
- 0:58Speaker 1: I mean, I think everybody if you look out on
- 1:00Speaker 1: crypto x It is absolutely everyone just trying to figure
- 1:04Speaker 1: out why is this going down with everything else that's
- 1:07Speaker 1: been in essence good. And if you look at it
- 1:09Speaker 1: this way, remember they tried to buy Warner Brothers, they
- 1:13Speaker 1: tried to buy Roku, and then Lionsgate. So these could
- 1:15Speaker 1: have been all companies that they dodged bullets on because
- 1:18Speaker 1: remember they had kind of a budget that they were
- 1:21Speaker 1: putting out there. It just they couldn't get them for
- 1:23Speaker 1: that ended up getting purchased by other companies. Maybe they
- 1:26Speaker 1: dodged a bullet and they can now focus on other
- 1:29Speaker 1: things that are happening. And especially if you look at
- 1:32Speaker 1: the current stock of Netflix, just to go over into this,
- 1:35Speaker 1: this right now is one of the most underperforming out
- 1:39Speaker 1: there on the Nasdaq one hundred, and it's by a
- 1:42Speaker 1: large margin. We are continuing to see this when take
- 1:44Speaker 1: a wipeout, and that might be the time when you
- 1:47Speaker 1: want to strike. This is interesting because you've got Netflix
- 1:50Speaker 1: getting cooked even though they won the streaming wars. I'd
- 1:53Speaker 1: agree with that. People think bitcoin's going to zero, and
- 1:56Speaker 1: we've got all kinds of drama going on with micro strategy.
- 2:00Speaker 1: Then you've got Microsoft, which they think is going to
- 2:03Speaker 1: be disrupted, and I think that they're all wrong. I
- 2:06Speaker 1: think we're going to see a continuation of these kinds
- 2:09Speaker 1: of companies and on these kinds of assets to continue
- 2:13Speaker 1: to fly and maybe get them in the right place
- 2:15Speaker 1: at the right time. Netflix spent the last ten years
- 2:18Speaker 1: compounding remember Netflix subscribers plus eight hundred and fifty percent
- 2:22Speaker 1: operating and comes way up. Revenue is through the roof,
- 2:26Speaker 1: EPs through the roof, all of this while their valuation
- 2:30Speaker 1: is approaching the ten year twenty two low. And if
- 2:34Speaker 1: you look at just the cash on hand right Nowtflix,
- 2:38Speaker 1: Netflix is absolutely brimming. I mean they haven't had this
- 2:41Speaker 1: much money ever. Granted they had some of that money
- 2:45Speaker 1: locked up because they were trying to buy some of
- 2:46Speaker 1: those assets. But now they're going to have a chance
- 2:50Speaker 1: to maybe double down on the acceleration of content. And
- 2:54Speaker 1: I think this is something that you've got to pay
- 2:56Speaker 1: attention to, and it could be something that gets ready
- 2:59Speaker 1: to lead forward and how content is created. Look at
- 3:02Speaker 1: what happened over on seed Aance. This is like the
- 3:04Speaker 1: two point five version and it is the Mythos moment
- 3:08Speaker 1: for video models more than thirty seconds. And of course
- 3:11Speaker 1: this is going to be a big one because we're
- 3:13Speaker 1: going to see a huge boom and this is just
- 3:16Speaker 1: the beginning a huge boom in video creation. I want
- 3:19Speaker 1: to go to a clip real quick, because this is
- 3:20Speaker 1: the Netflix CTO talking about how they're going to use
- 3:24Speaker 1: AI to make your experience better. Take a look.
- 3:27Speaker 3: I honestly think one of the most impactful will be
- 3:31Speaker 3: the member experience that we build that helps to solve
- 3:36Speaker 3: a consumer frustration that's brewing, which is there's so much content,
- 3:40Speaker 3: how do I make sense of it? So that's going
- 3:42Speaker 3: to be a big one that's been a strength for
- 3:44Speaker 3: Netflix for a long time. Of course, there's also going
- 3:46Speaker 3: to be applications for content creation, so those are spaces
- 3:50Speaker 3: where the example like Interpositive that we talked about earlier,
- 3:54Speaker 3: a lot of the solutions that are on the market
- 3:57Speaker 3: are things that do not deeply understand and the creative process.
- 4:02Speaker 3: We have been working on many of those problems internally.
- 4:04Speaker 3: We definitely have a build leaning for much of that,
- 4:07Speaker 3: so we've been working with productions and building our own tools.
- 4:11Speaker 1: And what you saw there was really one of the
- 4:12Speaker 1: biggest pain points we have right now with Netflix, and
- 4:14Speaker 1: that is too much content, can account can't really dissect
- 4:18Speaker 1: what you want to watch because in most cases there's
- 4:21Speaker 1: a lot of sludge in there, and this is something
- 4:23Speaker 1: I think AI is going to continue. And what you
- 4:25Speaker 1: saw there on that clip with Affleck is that he
- 4:28Speaker 1: created an AI company, I guess, an AI tool that
- 4:31Speaker 1: was implemented and eventually acquired by Netflix. So could they
- 4:35Speaker 1: be in the maybe early stages of getting AI development
- 4:39Speaker 1: framework for creators filmmakers to be able to utilize some
- 4:43Speaker 1: of those tools that Affleck created and start an absolute
- 4:47Speaker 1: new phase of AI content creation on Netflix. That's what
- 4:51Speaker 1: we're going to be watching very closely, and that is
- 4:53Speaker 1: the early stage of maybe another major boom because AI
- 4:58Speaker 1: would be an angle for Netflix that would play in
- 5:01Speaker 1: to what, of course, the market has been doing over
- 5:03Speaker 1: the last several months. The other thing you have to
- 5:06Speaker 1: look at is and if you guys watched a video
- 5:08Speaker 1: we did the other day, there was analysis on there
- 5:12Speaker 1: and he was talking about there was two things to
- 5:14Speaker 1: watch that were green on this huge red day that
- 5:18Speaker 1: was happening on the S ANDP and also in crypto.
- 5:20Speaker 1: Avalanche was one of them, which was up, and then
- 5:24Speaker 1: Netflix was the other one that was also slightly green.
- 5:28Speaker 1: And that is something that I think could be holding
- 5:31Speaker 1: strong here, and there's some reasons that this all connects together.
- 5:35Speaker 1: They have just now started to really move into token
- 5:38Speaker 1: ice stocks and this is if you look at just
- 5:41Speaker 1: an example of the platform growth, Dnari, which is the
- 5:44Speaker 1: Avalanche platform that's moving right now the thirty day growing dramatically.
- 5:50Speaker 1: This is just the beginning guys for them, and the
- 5:52Speaker 1: other thing that you have to look at is where
- 5:55Speaker 1: they are. Remember this is SPACEXD, which is powered by Denari.
- 5:59Speaker 1: This is the first US equity to trade US equity,
- 6:02Speaker 1: not per US equity to trade on hyper Liquid's native
- 6:06Speaker 1: ordering books, so that means voting all those kind of
- 6:10Speaker 1: scenarios that play into traditional shares. This is a big
- 6:13Speaker 1: deal because it could be huge for Avalanche. If you
- 6:17Speaker 1: take a look at just Denari on Denari alone and
- 6:20Speaker 1: you look at them just launching with the SPACEXD, look
- 6:23Speaker 1: at the transaction growth here and this is not easy
- 6:26Speaker 1: to get to. So the fact that there's growth on
- 6:28Speaker 1: this and early stage this could be a good sign
- 6:31Speaker 1: for Avalanche for sure. And remember Avalanche very suppressed, one
- 6:34Speaker 1: of the hardest hit tokens now in barely making into
- 6:38Speaker 1: the top thirty, could be one that really starts to
- 6:41Speaker 1: take off here. I want to go to a clip here,
- 6:44Speaker 1: and this is a clip of Ophelia Snyder coming in
- 6:48Speaker 1: from formerly from twenty one Shares and John wou and
- 6:51Speaker 1: they're talking about the idea of why it's taking so
- 6:54Speaker 1: long for Avalanche to get into the OURBA space. Reason
- 6:57Speaker 1: is is they're building under the hood, which is kind
- 6:59Speaker 1: of the boring stuff. The only difference is is many
- 7:02Speaker 1: of the companies need to be building that now, which
- 7:04Speaker 1: is going to slow them down. Avalanche already in that space.
- 7:07Speaker 1: Take a look at this.
- 7:09Speaker 4: We haven't solved the problem of a blockchain can absolutely
- 7:12Speaker 4: take this amount of thoroughput in terms of transaction speed
- 7:14Speaker 4: and transaction volume. Fine, how does that then work with
- 7:18Speaker 4: how a bank or brokerage or an asset manager is
- 7:21Speaker 4: actually structuring their internal controls and their internal bookkeeping. How
- 7:26Speaker 4: does that connect to the regulatory reporting requirements. We haven't
- 7:29Speaker 4: solved any of these issues yet.
- 7:31Speaker 5: Broad Ridge Financial Solutions in YSBR and Global Technology lead
- 7:34Speaker 5: the process eight trillion dollars in token assets every month
- 7:37Speaker 5: is expanding its reach into the digital asset space and
- 7:40Speaker 5: it's partnering with Avalanche.
- 7:42Speaker 6: Yeah, everyone wants tokenize real world assets, but they forget
- 7:45Speaker 6: like you need systems underneath that who's going to do
- 7:49Speaker 6: all the stuff behind the scenes that make your ownership
- 7:52Speaker 6: of a company, your proxy built all that stuff smooth,
- 7:55Speaker 6: compliance or regulation, et cetera, et cetera.
- 7:58Speaker 7: Broad Ridge is the leader. They hadn't announced, and we're
- 8:01Speaker 7: very proud to say a deal where they're going to
- 8:03Speaker 7: do the online token on chain tokenized equities UH do
- 8:09Speaker 7: and put that record on an avalanche blockchain that they're
- 8:13Speaker 7: partnering with us to do that, and very shortly the
- 8:16Speaker 7: Galaxy equity will be one that's going to be put
- 8:20Speaker 7: into the avalanche of blockchain through broad Rich. Then that's
- 8:23Speaker 7: a big part of traditional equity.
- 8:26Speaker 1: So the issue that Ophelia was posing is that this
- 8:29Speaker 1: has not been done yet. Then you have John coming
- 8:32Speaker 1: in and saying, hey, you know, we've got the company
- 8:34Speaker 1: that's actually integrating these kinds of requirements to be able
- 8:37Speaker 1: to get this stuff done in RWA, and that is
- 8:40Speaker 1: something that is showcasing now on Avalanche is new branding,
- 8:43Speaker 1: so they talk about it here. Over the past several months,
- 8:45Speaker 1: we've been focused on one thing showing what's possible in
- 8:47Speaker 1: blockchain tech is put to work. They've re branded this
- 8:51Speaker 1: on Technology built for business, which is very important because
- 8:56Speaker 1: if there is a winner, and if you go to
- 8:59Speaker 1: their website, this was kind of new too. We have
- 9:01Speaker 1: not seen this update from Avalanche. So if you look
- 9:05Speaker 1: at the opportunity here, especially as we start to see
- 9:09Speaker 1: businesses in enterprises using they're going to go to the
- 9:12Speaker 1: infrastructure that works best. Avalanche Summit also is getting ready
- 9:16Speaker 1: to launch. That's this fall. It's going to be in
- 9:18Speaker 1: New York. And guess what, You've got all the players
- 9:22Speaker 1: right there in New York. Everybody is there, decisions are
- 9:25Speaker 1: made there, et cetera. I think this is a big
- 9:29Speaker 1: swing to the fences for Avalanche. This is a big
- 9:31Speaker 1: time for them to be going. And if you look
- 9:33Speaker 1: at just the validator distribution right now, this is primary
- 9:38Speaker 1: proof of stake, even proof of authority. This is the
- 9:41Speaker 1: kind of layer that they've put together which is very diversified.
- 9:44Speaker 1: Another thing you want to take a look at is
- 9:46Speaker 1: just how much AVAX is being burned. These are the
- 9:49Speaker 1: l ones index. You can kind of go in and
- 9:51Speaker 1: an all zoom in on a few of those. You
- 9:52Speaker 1: can kind of see there's Denari right there, that's FIFA
- 9:56Speaker 1: coming in right there. This is interesting because this is
- 10:01Speaker 1: burning Avalanche and all across these l ones continues to
- 10:06Speaker 1: build an ecosystem benefit that a lot of chains do
- 10:09Speaker 1: not have. Another thing I want to hit on is FIFA.
- 10:13Speaker 1: FIFA wanted Avalanches blockchain to help curb their ticketing scalping.
- 10:16Speaker 1: And this is something we've talked about for many years,
- 10:19Speaker 1: actually have talked about the ticketing issue blockchain could solve it.
- 10:23Speaker 1: Avalanche was the closest chain that we saw of being
- 10:26Speaker 1: able to do it. And that is the fact if
- 10:27Speaker 1: you look at some of the things that they did.
- 10:30Speaker 1: This RTB, which is the right to buy, This is
- 10:33Speaker 1: the entitlement that gives fans priority access to purchase a
- 10:36Speaker 1: specific ticket before it becomes public available, publicly available, and
- 10:40Speaker 1: that of course is living on Avalanche. These are the
- 10:43Speaker 1: figures by Avalappe. More than one hundred thousand rtbs issued
- 10:47Speaker 1: to date, fifty thousand World Cup tickets have been distributed
- 10:50Speaker 1: in bundles. With these rtbs, secondary markets coming into play,
- 10:54Speaker 1: surpassing fifteen million. Point being is there is a absolute
- 10:59Speaker 1: banal happening here for FIFA, and if this happens across
- 11:03Speaker 1: other major sporting leagues, you could see the opportunity here
- 11:06Speaker 1: is pretty big. Just to give an example, I'll go
- 11:09Speaker 1: over here to understanding the right to buy for FIFA tournaments.
- 11:12Speaker 1: They go through the breakdown that it provides a unique
- 11:14Speaker 1: advantage by allowing flans fans to purchase tickets directly through
- 11:18Speaker 1: FIFA collect but bypassing the uncertainty of the lottery. But
- 11:22Speaker 1: the way you do it is through all these little
- 11:24Speaker 1: quests so to speak, glory packs, surprise packs, et cetera.
- 11:28Speaker 1: But it kind of locks out, you know, the scalpers.
- 11:31Speaker 1: It locks out the people that you have a lot
- 11:34Speaker 1: of money that just I'm going to buy a bundle
- 11:36Speaker 1: of these and give them away, and it gets the
- 11:38Speaker 1: true fans into the game. So I think this is
- 11:41Speaker 1: a pretty interesting point. This is as of twenty twenty six,
- 11:44Speaker 1: FIFA unfolds across North America. One of the biggest real,
- 11:49Speaker 1: real world tests for blockchain is now happening behind the scenes.
- 11:52Speaker 1: That's the point that I'm getting at. And of course
- 11:54Speaker 1: Avalanche very tied into this. If you look at this,
- 11:57Speaker 1: because it's now mainstream and polymarket. More than three billion
- 12:00Speaker 1: trade on the World Cup winner Calshi five hundred million,
- 12:03Speaker 1: the eighty I predict Street, the official prediction market of
- 12:07Speaker 1: the World Cup only fifty seven thousand, So that just
- 12:10Speaker 1: shows you how much is moving on blockchain and why
- 12:14Speaker 1: this is such an important move and Avalanche is centered
- 12:18Speaker 1: at the beginning of it. Another thing is Netflix also
- 12:21Speaker 1: launching their biggest gaming test, and of course it's centered
- 12:24Speaker 1: around FIFA. I think everybody is in there, and that's
- 12:26Speaker 1: going to be another factor that puts Netflix at the front. Coincidentally,
- 12:30Speaker 1: Avalanche is actually the only chain that has done something
- 12:33Speaker 1: with Netflix. Interesting parody here. Remember we talked about this
- 12:37Speaker 1: quite some time ago, but this was a feature that
- 12:39Speaker 1: basically allowed you to do all sorts of interactivity while
- 12:43Speaker 1: watching on something like a Netflix and this could especially
- 12:47Speaker 1: go wild if you had this during a sporting event
- 12:49Speaker 1: live sporting events. Another interesting move by Netflix was they
- 12:54Speaker 1: acquired ready player Me. All these are making sense because
- 12:58Speaker 1: we've had all these guys on the show, but ready
- 13:01Speaker 1: player Me of course locked in. It's going to allow
- 13:03Speaker 1: Netflix surprisers take their own customized personas fandom across different games.
- 13:08Speaker 1: You're going to be able to interact with other players, etc.
- 13:11Speaker 1: Ready Player Me another big player that I think gets
- 13:14Speaker 1: into the future of where this goes for Netflix. Big
- 13:18Speaker 1: moves happening in three Dai characters. This of course is
- 13:21Speaker 1: Netflix talking about that. But now Apple is following with Animoto.
- 13:26Speaker 1: So you've got both companies vying for what will be
- 13:30Speaker 1: three dai characters moving forward. And if you look at Animoto,
- 13:34Speaker 1: this is called anti dot ai. This is the kind
- 13:37Speaker 1: of stuff that Apple is buying. I'm not sure about
- 13:40Speaker 1: this one just yet. We'll see. And then you have Avalanche,
- 13:44Speaker 1: of course jumping into the game right here. And this
- 13:47Speaker 1: was Yumio, another three dai agent. But remember Netflix is
- 13:51Speaker 1: able to do all of this acquisition, all this stuff
- 13:54Speaker 1: with Ai. What we're going to see in terms of
- 13:56Speaker 1: content creation by dodging the bullet not in and buying
- 14:01Speaker 1: on warbur that may end up be their saving grace
- 14:04Speaker 1: for Netflix. I want to go to a clip real quick,
- 14:06Speaker 1: because this is talking about where these three dai characters
- 14:09Speaker 1: could go. This isn't reference to you Meio on Avalanche,
- 14:12Speaker 1: take a look.
- 14:13Speaker 8: We've been working on a feature to bring your mios
- 14:16Speaker 8: out of the web app and onto your desktop. Can
- 14:20Speaker 8: you take the first couple of rows in column A
- 14:22Speaker 8: minus the number seven and display them in column B please?
- 14:25Speaker 9: So I was in.
- 14:26Speaker 10: Tract seven from each number in column A and put
- 14:28Speaker 10: the results in column B.
- 14:30Speaker 8: Man, Okay, knowing what you know about my preferences, which
- 14:33Speaker 8: of the articles on this news site should I begin
- 14:37Speaker 8: with politics?
- 14:38Speaker 10: Aside? There's something heavy about officials getting condemned for taunting
- 14:41Speaker 10: people in detention. You know, the Trump putin ceremony comparison
- 14:45Speaker 10: is interesting too if you're into the whole geopolitical theater thing.
- 14:48Speaker 8: Dude, I'm setting up a bowling alley and I'd like
- 14:52Speaker 8: you to set up the website for me. Fill it
- 14:54Speaker 8: with movie references too. All right, man, boom, here we go.
- 14:59Speaker 8: Not about a ten Hey, dude, play something that I
- 15:01Speaker 8: can listen to while I work.
- 15:03Speaker 1: So what you saw there was something that is running
- 15:05Speaker 1: on one of the bigger AI platforms out there, claude.
- 15:07Speaker 1: But the point was is that this starts to change
- 15:10Speaker 1: things up pretty dramatically. If you remember, Anamoca and Avalanche
- 15:15Speaker 1: collaborated to support this kind of next generation ecosystem of
- 15:20Speaker 1: where most of this stuff could be going. I want
- 15:23Speaker 1: to go to another clip real quick. This was yat
- 15:25Speaker 1: Zoo and John Wu talking about it.
- 15:26Speaker 9: Take a look, and so that's that's that's the thing.
- 15:29Speaker 9: We'll drive drive users into that ecosystem. And of course
- 15:31Speaker 9: it's very classic for us is that if we think
- 15:33Speaker 9: we can help them grow, then of course we want
- 15:35Speaker 9: to have a stake in it, right, And that's basically
- 15:37Speaker 9: sort of how the deal is constructed.
- 15:39Speaker 1: Does this mean that Anamocha is buying Avalanche the token
- 15:42Speaker 1: or is it primarily Yeah, yeah, are investing right.
- 15:46Speaker 11: So that partnership allows us to have access to the
- 15:51Speaker 11: Middle East, more access to Asia because we're big in Asia.
- 15:55Speaker 11: It's more than just gaming. It's not gaming anymore, there's
- 15:58Speaker 11: real world assets. We're just talking about the new push
- 16:02Speaker 11: into the integration of AI and blockchain with Agentic. There
- 16:06Speaker 11: are things that are happening on Ava lanch that's Gentic
- 16:10Speaker 11: payments related as well as AI related. He and I
- 16:13Speaker 11: think about what can we do together because there's a
- 16:16Speaker 11: push on both sides, but maybe we can join join
- 16:19Speaker 11: forces and do it because.
- 16:20Speaker 1: Huge things happening. I want to go to one more
- 16:22Speaker 1: clip here because this is the Netflix president of Gaming
- 16:26Speaker 1: talking about what they're building. Take a look.
- 16:29Speaker 2: It's about expanding fundom and here we are on a
- 16:33Speaker 2: platform but reaches more than eight hundred million people. Without
- 16:37Speaker 2: having to have a special hardware, we can use your
- 16:40Speaker 2: phone as a controller. You can go from watching a
- 16:43Speaker 2: show to playing a game, and you had even like
- 16:47Speaker 2: some perks if you were watching a show because we
- 16:49Speaker 2: linked the account, you were able to have certain characters
- 16:52Speaker 2: that you're discovering the show that coming into the game.
- 16:54Speaker 2: But what we're working on is a world where you'll
- 16:58Speaker 2: finish the season of your favorite show. The last sequence
- 17:03Speaker 2: should be or the last you know, a scene should
- 17:06Speaker 2: be the first scene of the game, enabling you to
- 17:10Speaker 2: start telling your own story in the world that you
- 17:13Speaker 2: want to be part of. Start something on the TV,
- 17:17Speaker 2: carrying on your phone, share it with your friends. But
- 17:19Speaker 2: we have a lot of team trying to build up
- 17:21Speaker 2: a more robust platform and with the game that are coming,
- 17:25Speaker 2: like Fifa or other games that we are not announced
- 17:28Speaker 2: we have not announced yet. I feel that you'll see
- 17:31Speaker 2: more and more of this new language appearing.
- 17:33Speaker 3: But is there anything you'd like to kind of tease
- 17:36Speaker 3: maybe about the future.
- 17:39Speaker 2: I believe, you know, and I didn't think I was
- 17:41Speaker 2: going to see it, you know, in my in my
- 17:44Speaker 2: active career, but I feel we're going to see it.
- 17:47Speaker 2: A place where you can watch a show, but it's
- 17:49Speaker 2: an instance of a game running out and that you know,
- 17:53Speaker 2: once you have an action scene and it's not done
- 17:56Speaker 2: the way you like to see it, or you think
- 17:59Speaker 2: you can do it better, you just take the controller,
- 18:03Speaker 2: take a responsibility of the action. You know, get to
- 18:06Speaker 2: get the special reward or you know, maybe you lost
- 18:08Speaker 2: one on your partner, and then you say, okay, this
- 18:11Speaker 2: is you know how I see it happening. You put
- 18:13Speaker 2: back the controller and then you start seeing the action
- 18:17Speaker 2: carrying on based on the input you put. We are
- 18:21Speaker 2: very very close, if not, you know, in the possible
- 18:25Speaker 2: rim of doing this, you know, in the in the
- 18:26Speaker 2: next few years and vis I'm very excited about.
- 18:29Speaker 1: All right, So what you saw there very forward looking
- 18:31Speaker 1: and I get that, yes, that's a very edge case,
- 18:34Speaker 1: but think about that when you look at how these
- 18:37Speaker 1: companies take on these early stage major psychological and market trends,
- 18:43Speaker 1: and that could even go into the hardware side of things.
- 18:45Speaker 1: If you think about just Nintendo and what Netflix is
- 18:48Speaker 1: trying to do, because they're going after the bubble devices,
- 18:51Speaker 1: and you look at the most I think competitive challenger
- 18:54Speaker 1: that Netflix had, well, it was TikTok k Pop demon
- 18:58Speaker 1: Hunters that of course got crazy on TikTok and absolutely
- 19:02Speaker 1: exploded and then of course it became something on Netflix,
- 19:05Speaker 1: but it became something so much because of the social interaction.
- 19:09Speaker 1: I think this is what forced Netflix's hands to do
- 19:12Speaker 1: this right here, and that was dumbing or doubling down
- 19:15Speaker 1: on vertical video for mobile. And this is going to
- 19:18Speaker 1: get into clips feeds. This will be something how you
- 19:21Speaker 1: almost go into cycling through, whether it's on TikTok or
- 19:24Speaker 1: Instagram or even YouTube. Shorts of understanding how to get
- 19:28Speaker 1: to content that you really want to watch, probably going
- 19:30Speaker 1: to be tracking your movements in the sense of understanding
- 19:33Speaker 1: what you want to watch because of the things that
- 19:35Speaker 1: you are watching. So I see this as an opportunity
- 19:38Speaker 1: here for Netflix. And again this all goes back to
- 19:41Speaker 1: where are these stocks and these cryptodigital asset prices right now?
- 19:46Speaker 1: If you look at the algorithmic line right here on Netflix.
- 19:50Speaker 1: Over history, we haven't seen this too. This goes all
- 19:53Speaker 1: the way back to two thousand and eight, right there
- 19:55Speaker 1: was twenty twelve. Then the last time we saw that
- 19:59Speaker 1: of was back here in twenty two. That was the
- 20:02Speaker 1: major dip. We all know what that is. But the
- 20:04Speaker 1: point is is we're nearing that again, and this could
- 20:08Speaker 1: be a huge opportunity of trading Netflix. So if you're
- 20:12Speaker 1: somewhere in the range of looking at if you were
- 20:15Speaker 1: to start, let's say, buying and just you know, dollar
- 20:19Speaker 1: cost averaging down to sixty dollars and then seeing a
- 20:23Speaker 1: doubling on that, because essentially that's what would happen there.
- 20:25Speaker 1: If you're coming in somewhere in that, your average would
- 20:28Speaker 1: be somewhere in that sixty five range coming off that.
- 20:31Speaker 1: Now that's a doubling of the asset right there, and
- 20:34Speaker 1: that is based on everything that Netflix is building toward
- 20:39Speaker 1: all that cash that they're sitting on, and the opportunity
- 20:42Speaker 1: of AI is in front of them. Now it's not
- 20:45Speaker 1: behind them, it's in front of them. So lot of
- 20:48Speaker 1: opportunity for sure. Looking at Avalanche kind of in the
- 20:51Speaker 1: same way it is depressed now outside of when this
- 20:57Speaker 1: token first got launching, the last time we saw it
- 20:59Speaker 1: way back in twenty twenty one, this is where we
- 21:02Speaker 1: are again. So if you believe in what RWA moves
- 21:06Speaker 1: that Avalanche is making, and if you believe what they're
- 21:09Speaker 1: doing on the evolution of ticketing and how they are
- 21:12Speaker 1: going to get into sports, then the opportunity is real.
- 21:16Speaker 1: If you look at where this is trading at now
- 21:19Speaker 1: in that seven dollars range down to right about there,
- 21:22Speaker 1: which would be at about four forty. Okay, that would
- 21:24Speaker 1: be the potential range there on Avalanche based on this,
- 21:28Speaker 1: and I know many of you people will say Avalanche
- 21:31Speaker 1: absolutely cooked. Maybe this isn't for you, guys, But I'm
- 21:34Speaker 1: just looking at all of this advancement timing in the market.
- 21:39Speaker 1: Are we further into the bull run and is there
- 21:42Speaker 1: a big opportunities because these could be ones to be
- 21:47Speaker 1: on the run here and keep a very close eye on.
- 21:49Speaker 1: Just to look at Avalanche, just to show you guys
- 21:51Speaker 1: real quick, Avalanche setting at number twenty nine right now
- 21:55Speaker 1: two point six billion. If they come in and do
- 21:58Speaker 1: that kind of move, we are talking about taking out Cardano,
- 22:02Speaker 1: possibly even Stellar, and they could be one of the
- 22:06Speaker 1: winners on this next major cycle. So one last thing
- 22:10Speaker 1: before we go. I know everybody's saying, Paul, you've got
- 22:12Speaker 1: to be doing a video on what's happening in the markets. Yes,
- 22:15Speaker 1: but there's a lot of research that needs to be
- 22:16Speaker 1: done to really understand this because you are looking at
- 22:20Speaker 1: a potential crater here on stretch. This could really impact
- 22:24Speaker 1: micro strategy. That's the low right now on the daily
- 22:28Speaker 1: at around eighty bucks seventy nine to ninety nine. On
- 22:31Speaker 1: stretch right, they're trading down five almost six percent, currently
- 22:36Speaker 1: priced at eighty two. This has depegged in a big way.
- 22:39Speaker 1: This puts continued pressure on micro strategy, and we'll put
- 22:43Speaker 1: continued pressure on Bitcoin. I think this may be it, guys,
- 22:47Speaker 1: if we're going to see a major dip, This may
- 22:50Speaker 1: be one of the catalysts that start the process. Cash
- 22:54Speaker 1: is going to be a very golden thing right now
- 22:56Speaker 1: because there's going to be some opportunities on a lot
- 22:58Speaker 1: of these different assets, looting traditional assets that may be
- 23:03Speaker 1: getting hit in the major markets as well. We'll be
- 23:05Speaker 1: covering that tomorrow, so stay tuned for that. If you
- 23:14Speaker 1: like this video, like and subscribe, drop a comment down below,
- 23:18Speaker 1: and also join our free private member group. The link
- 23:21Speaker 1: is in the description.