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September 25, 2025 • 15 mins
As a temporary crash rains down on the market, Altcoin season continues to rotate into assets with liquidity and identifiable catalysts. Traders are not chasing every name in the market, but instead are clustering around tokens tied to stablecoins, payments, and other fundamentals. 

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00:00 Intro
00:10 Sponsor: Tangem
00:35 Panic test
01:10 Polygon on South Park
01:50 Small payments
02:15 Solana vs Polygon
02:24 Phygitals
03:00 xStocks summit incoming
03:15 Tesla is number 1 stock in RWA
03:45 Tesla community chooses Solana
04;10 No fees for seeker phones
04:30 Solana cheap
04:40 Solana events
05:00 Avax vs hyperliquid
05:40 Tokyo game show
05:50 Hideo Kojima Credit cards 
06:15 Coinbase x Japan Bank
06:30 Soneium all-time high
06:45 Ronin coming to Optimism
07:00 OP stack dominates eth
07:30 Optimism is a treasury company
07:40 XRP x Japan Banks
08:30 SUI + Pokemon
08:50 Sui surpasses uniswap
09:00 SUI ring
09:50 Sui POS system
10:40 Uniswap sentiment down
11:20 Holder revenue
11:45 Uniswap incoming
12:00 Safe-haven rally: $SLV 
13:00 Charts
14:40 Outro

#crypto #ethereum #XRP
~Altcoin Annihilation!🔥Major Buy Opportunities?🚨~
⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺
Mark as Played
Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
All coin annihilation.

Speaker 2 (00:01):
Today, we're going to break down twenty tokens or so
that you guys should take a look at that could
be on the near term move, so check it out.
We're going to get started here. I do want to
thank our sponsor, and that is Tangum. This is where
you can store those tokens that we're going to talk
about today in self custody. And the way you do
it is you go over to tangum dot com right now,
get a three card set, and then you start your

(00:23):
self custody journey. If you've never done self custody before,
don't fear. It is very easy to get started. And
I think once you do this, once you're going to
say why haven't I been doing this all along? Use
our link down below. It gives you a little bit
of a discount. All right, So I want to go
to this tweet right here. This is kind of a
panic test that came in for Miles, don't youer he's
talking to If you had tokens and they just liquidated

(00:43):
overnight magically into tether or USDC whatever, it would be
a stable coin. What would you do the next day
if you would instantly repurchase it?

Speaker 1 (00:52):
Then hold it.

Speaker 2 (00:53):
Okay, if you wouldn't touch it, then you need to
be selling it. And then of course if you would say.

Speaker 1 (00:59):
Oh, I'm only going to buy, well, then there you go.

Speaker 2 (01:01):
There's your answer, guys on your panic sell for tokens
out there, and I think a lot of people start
to look at what could be the winners here going
into a market meltdown like what we're dealing with right now.
Polygon could be on the front line here, and of
course part of this is coming in with now mainstream adoption.
We saw polymarket make its way on the South Park,

(01:22):
which is kind of interesting. Will this be enough of
a catalyst to drive interest in Polygon the token?

Speaker 1 (01:29):
That's the real question mark.

Speaker 2 (01:30):
If you look at just some of the activity right
here from Calshi data and also what we're looking at
with polymarket, we continue to see upward trends here. So
all of this definitely kind of intriguing on Polygon. Let
me know in the comments down below, if this would
be a token, you guys would get into.

Speaker 1 (01:46):
One other thing to.

Speaker 2 (01:47):
Kind of consider is Polygon around small payments, And if
you look at the activity right here, what we're dealing
with is mostly Polygon here, so and that's in fairly
low or transaction numbers, and if you think about that
in terms of use case, especially with the fees that
are very very low, this could this could be one

(02:08):
of the things that really accelerates Polygon. One other note,
if you look at Solana and Polygon kind of fighting
it out here.

Speaker 1 (02:14):
If you just look at the the.

Speaker 2 (02:16):
Pokemon TGC here, in terms of Solana, they have now
overtaken Polygon overall when it comes to just the weekly revenue.
So this again good for maybe good for Solana as
it plays into this. But one thing, another good reason
why these are two tokens that could be in your portfolio,
whether you're holding them right now or not. Other things

(02:38):
to think about when you look at figitals is they
are going all in on actual players. So this is
starting to change the game a little bit. So it's
an index made of trading cards, metrics, memorabilia, et cetera.
One other thing to note here is x stocks just
with this interesting event that just kind of came out
of nowhere, and I'm wondering, we were supposed to interview

(03:01):
the xdox CEO, so I'm wondering if they're delaying that
interview to possibly set up for what's going to happen
here on the second. Now this is just a few
days away. It's in Singapore at the Jeteman Marriott. Is
there going to be a big announcement. So when you
look at token is stocks, Tesla is still number one.
And there's a reason I think when you kind of
consider here, I'll kind of zoom in on this, there's

(03:23):
x stock, Onto, et cetera. Point being is that this
is very aligned with crypto and I think the you know,
kind of this whole belief of you know, doing good
for and starting to shift a particular market that I
think is alignment perfectly for Tesla stockholders along with Bitcoin
and in general crypto holders as a whole.

Speaker 1 (03:44):
If you look at.

Speaker 2 (03:45):
Other things that are happening out there, Tesla owners and
look at the size of this Tesla account, that's one
point three million followers right there. But again, they partnered
with a Salona based decharge that's going to allow anybody
to turn their idle space into a community own EV charger.

Speaker 1 (03:59):
That could be big.

Speaker 2 (04:00):
Another big opportunity here again that drives Salana an excellent
buy under the two hundred bucks. Again not financial advice,
but definitely on the right position. Other things you got
to look at right here was this announcement by Salona four,
a backpack exchange, just announced that they would be doing
free trading up to one thousand bucks. So free trading
fees waived and all of that's available on your Sslana

(04:22):
mover over on your seekers. Salona falls under two hundred bucks.
So is this the time to get in on this.
We'll chart this here in a minute to kind of
take a look because this, I think is still a
very undervalued project with everything that is going on. You
look at just what's going on right now. You've got
Shanghai accelerate, that's the plus. You've got Beijing happening. Then

(04:43):
it starts to move into breakpoint, which is in Dubai
in early December.

Speaker 1 (04:48):
So on the lookout.

Speaker 2 (04:50):
Usually this is when big announcements are made in the
Salona ecosystems. Other things I want to get into is Avalanche.
Now Avalanche is moving for many reasons, and you guys
have seen this the decks activity right here. You can
kind of see right here, I'll zoom in on that
they flipped hyper liquid, so that in itself good news
for Avalanche, and as Avalanche finally started to move. Now

(05:11):
there's been a couple of announcements here recently with Avax
obviously the DAT the digital Asset Treasury, with SCARAMUCI that
will be a big one. And the fact that we've
seen Avalanche start to move here flipping Suie. Are they
targeting hyper Liquid, especially if you think about hyper Liquid
and what's happening with Astar, could that suck some of

(05:32):
hyper Liquid's fuel and possibly put Avax up a notch
or two. Be on the lookout for that. Other things
you kind of have to consider right now?

Speaker 1 (05:41):
Is this right here?

Speaker 2 (05:41):
Is Tokyo Game Show. A lot going on there. Could
Avalanche launch or announce something over there? Another thing, hidayokgman
breaks this is a big credit card program. The key
is is that they've done it with Mitsubichi Financial Group,
which is MUFG, and it's only into Japan. So this
is one of the things. If we start to see

(06:03):
a crypto credit card make its way into the market,
especially back by Kojima, that could be big news overall.
One of the consideration here is Coinbase. Remember they partner
with MUFG for a Japanese expansion and then simply meaning
this particular bank has a lot of exposure to crypto
in general. Here's Sony investing in tokenization in securitized. But

(06:27):
if you look further into this, the round was led
by not only Stantander but also MUFG, and then you
get into a lot of other holdings like Nimura as
well as assets from Ripple, So all this could tie together.
So when you consider the Sonium chain and the fact
that this is going to initiate within the Japanese markets,

(06:49):
then you have to consider optimism because this will essentially
be the chain that is going to run within the
Japanese markets. And growth right here has been pretty significant
in general in terms of transaction count. So with Sonium,
now you've got another platform here with Ronan that is
coming to optimism soon. And if you look at their
transactions hovering right around half a million right there, six

(07:11):
hundred by six hundred thousand on the twenty fourth of September,
that of course starts to lean into this right here.
And this is just all of the roll ups. Look
at the amount of op stack that is listed here.

Speaker 1 (07:24):
This is insane.

Speaker 2 (07:25):
And even if you look at op in general as
potentially a strategic reserve because remember optimism holding in right
there at number nineteen. So and remember their tokenomic is
quite a bit different than say arbitrum. So all right,
so let's jump over to XRP for a minute. XRP
to power Japanese tokenized real estate revolution. These guys are

(07:46):
and i say Ripple are tied into all of the
banking ecosystem inside Japan and even MUFG was listed here
as part of this. So remember that's the nation's largest bank.
So also another thing to look forward to on XRP
as your member is the recent launches by both Flair
and axelar in the ability to stake and also earn yields, loans,

(08:08):
all sorts of new tools within the XRP ecosystem and
it's just getting going. Those just launched last week and
this week, so get ready for some big movement within XRP.
If XRP gets around the two fifty mark could be
another place to gobble up some Let's get into suite
Sui's got some interesting things here. We've talked about this

(08:29):
and kind of hinted this before, and remember a podcast
link was shared. This was in reference to Christian Thompson.
He's a managing director over there and he says, we
have Pokemon that's coming. If that is even close to
something that is happening, then.

Speaker 1 (08:45):
Swee could be well undervalued.

Speaker 2 (08:47):
If you just look at the defile, i'ma here, you
can kind of see here with Swee flipping unit chain.
Let me kind of zoom in on that right there
from number ten to number nine. So another bullish signal.
During the events of Korean you also had this news
come in from Sui which is talking about a new device.
Now this is kind of a wellness device. It's a
ring that's going to be tracking all sorts of health

(09:10):
metrics that's going to be end up being stored your
data on Walrus protocol, which is a big deal because
that's an opportunity going forward.

Speaker 1 (09:18):
If you look at their website. This is just the example.

Speaker 2 (09:21):
So if you're trying to maybe play for an alternative
to Solana, then this is maybe where Swee comes into play,
because this is a good example of the partnerships that
are starting to develop. Has a lot of alignment with
what we've seen with Solana. So an example with kutis
right here definitely plays into that. But that's not all

(09:41):
with ce Suey.

Speaker 1 (09:43):
One other thing that.

Speaker 2 (09:44):
Could play into this would be the idea of payment,
especially in retail.

Speaker 1 (09:49):
Retail.

Speaker 2 (09:50):
This is a table ordering system called te order or toder.
But what you're looking at is that right there, that's
the device that basically allows you to pay at the table.

Speaker 1 (09:58):
That's kind of the concept.

Speaker 2 (10:00):
And you know, I wasn't really thinking that this was
as big of an operation. I'm still I started doing
some review of this. Eight countries, two hundred eight thousand tablets,
seventeen thousand businesses, and I don't think they're in the
United States yet.

Speaker 1 (10:15):
So this would be huge if.

Speaker 2 (10:17):
We started to see this expansion here in the US
and the ability to do crypto payments at the table.
So that's another reason why Suey might be in the
right place at the right time. Just an example right
here on one of the statements that they made processing
about three hundred and fifty million monthly transactions four point
three billion annually. And these guys are just getting started.

Speaker 1 (10:37):
All right.

Speaker 2 (10:38):
Let's move on to Unie Swap, and what I want
to focus on here is Hayden Hayden Adams CEO. Always
funny to see people bear post Unice swap mainly what
they're talking about, guys is let's just be honest. You'll
notice that the statements here, everybody's upset. There's no fees
coming back to the users. And if you guys, remember

(10:59):
this is what's a big deal. We're not bear posting,
We're just bear posting. You need the chain. And the
reason is is because all of this is irrelevant if
we don't get revenues turned on, and that's what everybody
is upset about. The minute that those revenues are turned on,
I think you're gonna see UNISWAP doing about face one
other considerations.

Speaker 1 (11:19):
If you just look at holder revenue.

Speaker 2 (11:21):
Right here, because this is exactly what we're talking about.
If UNISWAP starts sharing the revenue with holders, that is
going to get them on the list.

Speaker 1 (11:27):
But look who's here.

Speaker 2 (11:28):
You got pumped there, Tron's there, hyper Liquid Aerodrome Jupiter.
Where is uniswap. This should be one of the biggest
ecosystems in the world that would be leading this list.
I think if they actually turn this on and they
claim that this is going to happen. So the statement
is in summary UNISWAP fee switch proposal, which has been approved.

(11:50):
Sometime within mid to late twenty twenty five is when
these fees would be turned on. The minute that occurs,
get ready. I think you're going to see a lot
of retracement on UNISWAP for sure, as all coins get annihilated.
There's one thing that is going up. And we've talked
about this. We had a big video on this last week.
Go back and watch it. It was Andy Schackman, and this
was the very point we were hitting on. It was

(12:11):
the last week or the week before, at the point
being about ten days ago, we said this is going
to happen, and this is this whole idea of the
gold to silver ratio. Silver was starting to position against it.
It has now happened. We're starting to see silver on
the move. And of course this plays into what you're
seeing right there. Forty five dollars out we hit fifty
on silver. That's where it could get very interesting because

(12:34):
that would be blue sky for silvia. We haven't seen
that number before. Just another way to diversify your portfolio
out there, guys, be on the lookout. And then of
course stable coins you know, just by ethereum, guys, look
at this, this is the stable coin lead chart right there.
Continuing and stable coins we know are going to be implemented,
so long term, be on the lookout.

Speaker 1 (12:55):
For all is If you take a quick look at
the charts.

Speaker 2 (12:57):
There's a Theeum down under the four mark, bumping into
thirty nine hundred. This may come into this zone around
thirty four to thirty five. That's a zone that at
least I'm watching. Is that another entry point for Ethereum
for you? Let me know in the comments. Other things
you want to keep an eye on. Of course, Solana
cratering down to one just under two hundred and dipping

(13:19):
down to around one ninety three, So this may be
a spot for Solana right now as it starts now,
if it goes beyond this, next real zone is going
to be somewhere around one fifty to one seventy, be
on the look for that one swie. Of course, I
still think huge buy here opportunity. And again this is
when the market is trending down. Again, not financial advice,

(13:40):
but if you're looking to try to take advantage of
some of these these I'd only stay in the top twenty.
That's what we kind of focused on today. Avalanche, of course,
nice big run up a little bit of a tracement
down here under thirty bucks again possibly still a bye here,
and then beyond.

Speaker 1 (13:56):
That you have to look at well.

Speaker 2 (13:58):
Actually, let's go over and look at XRP, because this
is one that I think could be very interesting.

Speaker 1 (14:03):
Right here is XRP.

Speaker 2 (14:04):
If we see this slip down to around two fifty,
that's the zone right there that we may see a
lot of load up on, even though the next real
order selections around two bucks. Let's jump over to UNISWAP
real quick.

Speaker 1 (14:17):
I want to just.

Speaker 2 (14:17):
Measure from this bottom where we are right now to
its local top. That's about a sixty six percent retracement.
We get the announcement, I think you're going to see
those kind of things silver. Let's dive into silver right there.
Of course you can kind of see it.

Speaker 1 (14:32):
Still.

Speaker 2 (14:33):
We're now pressing all time high around forty bucks. It's
likely if we get fifty dollars on this, this is
going to be pretty interesting to watch. All right, you guys,
make sure and subscribe to the channel if you haven't
already done so, and of course leave some comments down below.
Follow me out there on x at Paul Baron. We'll
catch you next time, right here on the Paul Baron Show.
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