Crypto Crash Shakeout Buy Opportunity?🔥Market Update

Bitcoin (BTC) is entering what analysts describe as a “clean-up phase,” as deep buy orders begin to cluster below the $105,000 level following a major deleveraging event.

~This Episode is Sponsored By Coinbase~
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00:00 Intro
00:10 Sponsor: Coinbase
01:00 Step #9 underway
02:00 TACO odds
02:30 MetaMask x Polymarket
03:00 Binance to issue refunds
03:30 Liquidity Wars
05:50 Fear and Greed
06:15 CNBC: This is a nervous market
08:00 Jerome Powell eases markets
08:25 Gold vs Bitcoin
09:00 Larry Fink: Are we in a bubble?
10:15 BlackRock smashes earnings
11:00 Larry Fink: This is the beginning of tokenization
12:40 Joe Moglia: Do not bet against Larry; Why he invested in DATs
15:10 Andrew Kang: Global perpification will be a sight to behold
16:45 Outro

#Crypto #Ethereum #Bitcoin
~Crypto Crash Shakeout = Buy Opportunity?🔥Market Update~
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Episode Transcript

Speaker 1 (00:00):
Did you sell to early Today We're going to break
that down for you, give some strategies that may be
playing out in the market right in front of our face.
So to stick around for it. Let's get into the show.
I do want to thank our sponsor, and that's Coinbase.
All of this activity over the weekend and now early
into this week, now is the time to get into crypto.
It is your opportunity to possibly get some great deals.

(00:20):
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Check it out, and of course let me know what

(00:41):
you guys think on coinbase. Just drupt some comments. Let's
go into the show today because I want to get
into some of the key catalysts that of course has
caused a lot of this to happen this week, and
that's not necessarily the number one reason. It is the
thing that kind of adds to what's happening from a
manipulation standpoint. More more in point is China now confirming

(01:03):
their working level talks with the US regarding tariffs and
of course export controls. So this is number nine. It's
this little metric that the kobeec letter put out and
I think it's pretty accurate. Let me show it to you,
and here we are. If you guys miss this, we
kind of break it down. We'll start from one, but
I'll go to number nine real quick. Trump put out

(01:24):
a cryptic post talking about tariff's coming. Trump announces a
big tariff fifty percent or more, and it crashes the markets,
exactly what happened over the weekend. Then the you know,
the dip buyer step in, do a head fake, leads
to fresh slows, which is what we saw after the
market close on Friday. Perfect timing. Trump says, hey, you know,

(01:44):
maybe we're going to really apply this because of all
this you know, precious metals that we're dealing with. And
then he continues to back off over the weekend, and
well we are now at number nine, which over the
next two to four weeks, we could see various members
of the Trump administration teasing a trade deal with China.
If that happens, then all this is pretty much a
playbook that you guys can follow, so reference back to

(02:06):
it when we told you so kind of thing. The
other thing that's happening, if you look at tariff on China,
everybody is kind of in the same position saying it's
taco time. It's Taco Tuesday here today, and that's the
only sixteen percent opportunity here that says we will see
a tariff on China. Everybody thinks this is going to
get worked out, and of course that's why we're seeing

(02:27):
the market. Also play into this. Other news that's heading
into the market is Meta Mass doing a major partnership
opportunity here with of course Polymarket. This is going to
change things dramatically on order books and how this plays
into where we're going to see the strength of these
prediction markets play into. So Polymarket of course looking for distribution,

(02:50):
Meta Mars is going to be one of the biggest
out there in terms of the largest wallets in terms
of hot wallets. So interesting move there by Joseph Lubin
with that. Other things that, of course is this new
right here where Finance of course said we're going to
distribute three hundred million to users that were liquidated during
last week's market crash. I know that this may seem
like a small amount. It is a small amount in

(03:13):
comparison to the amount of money that was lost in liquidations.
Many people would look at that and say, well, this
could re ingest back into the market. But if you
look at the shots that were fired across the bow
between Binance and hyper Liquid. I'll show you this in
a second, but this was the statement from Binance. Eligible
affected users will receive token vouchers. Token vouchers worth four

(03:34):
to six thousand dollars, while institutions hit the hardest by
the crash will get a one hundred million dollar interest
low interest loan. So if you're an institution, you could
get an low interest loan for up to one hundred
million dollars. I don't know that that sounds like a
great deal, but I think this is something that Binance

(03:55):
is trying to do to kind of protect the situation.
You had a hyper Liquid daily kind of calling them out.
Token prices rebounded as if untouched. We all saw that,
yet thousands of traders portfolios absolutely vanished forever. Look at BnB,
How can anyone claim finance played no role in crypto's
largest liquidation ever, and of course them stating this is

(04:19):
manipulation in a reeks. And remember this is where Binance
flipped XRP over this deal, So just be thinking about that, guys,
all right, So let's jump over to this other tweet
right here, hyper Liquid Daily. Again, this is where Jeff
Yang course kind of hits on this hyper Liquid Fully
unchained liquidations cannot be compared with underreported sex liquidations. And

(04:41):
if you look at what he's talking about with centralized
changes publicly document that they dramatically underreport user liquidations. For
example Binance, even if there are thousands of liquidation orders
in the same second, only one is reported because liquidations
happen in bursts, and this is easily done because one
hundred x under porting under some conditions could happen. So

(05:04):
this could be a lot bigger than everybody really anticipated.
Of course, what we saw in general, I think is
the biggest issue, and I'm still hearing horror stories about
these issues with finance in terms of not being able
to get into positions. Here. Of course, CZ fired back
across the bow. Some people ask why B ANDB so strong, Well,
they're definitely strong now they're number three token. While others

(05:26):
tried to ignore, hide, shift, blame or attack competitors, the
BnB chain, Ecosystems, Finance, Venus, etc. Went out with hundreds
of millions of their own pocket to protect uners. I
haven't seen hundreds of millions. I'd like to see an
audit of that. So if finance is willing to actually
publish that where it went, not just framework of where
it went, that would be helpful, I think, to the

(05:47):
industry and would be very transparent. Now, if you look
at the market fear and greed right now on traditional finance,
this is the lowest has been in a very very
long time. If you just look a week ago, we
were at fifty which was neutral. A month ago holding
a fifty four kind of edging into greed, and then
even a year ago holding a greed. But we have

(06:08):
not seen these kind of lows in the market at
quite some time. I want to go to a clip
real quick because this will get into why the market
is nervous. Take a look. This happens al so, this
is just an arrest, arrest in the selling, but it
will continue.

Speaker 2 (06:23):
Interesting guys, folks in it. This isn't just a blip
in terms of hey, just kidding, there's no question we
saw from the market's reaction two things. One is that
this is a nervous market. We had seen volatility creeping
up towards the end of the week. Even without that move,
it was a choppy week at best. We've kind of
run out of gas. But the dynamics of getting a
lot of macro, a lot of headlines without a lot

(06:45):
of bottom up substance. That's the great thing about earning season,
which is coming down the pike here. But I don't
think there's any question the reaction we had on Friday
tells you that this is a market that is nervous.
It also tells you, and I think we said this
on Fridays, I'm not sure that there aren't.

Speaker 1 (07:00):
A lot of people that want to buy dips out there,
all right. So what he hit on there at the end,
which I thought was interesting, is that there's he didn't
think there was a lot of people out there willing
to buy the dips, And of course we are seeing
institutions doing that. We saw Bitcoin and eth all getting
purchased up, and I think we've continued to see that.
I put out a poll yesterday and your current crypto

(07:21):
market sentiment, and then I put in bitcoin eth XRP
Solana and it's bullish right now at eighty five percent
eighty five point seven percent over twelve almost twelve hundred
votes and we still got a few hours left on
this pole. That one surprised me because I felt like
we would be a little bit more skittish, and this
was telling me that there was a lot of people
even before this dip, that everybody was all in. Also

(07:44):
tells me that these back, it's almost like the point
of no return here we are in crypto, So this
gets very cautious. The other thing that hit that you
have to kind of consider is what shar Pala has
put out today in his meeting that says economic growth
before the government shutdown may be better than expected. So
that might be a light at the end of the

(08:05):
tunnel because it could loosen up a little bit of
liquidity in the market. In terms of traditional finance, people
might look at this and say, okay, let's calm a
Marcus down, stop the selling and try to figure out
where we go from here. That is what we're looking at,
and of course some people looking at bitcoin and gold
as being the option. The correlation though, is increasing a
couple of points. To look at bitcoin gold correlation very

(08:28):
high right now if you look at it on the charts.
And the other thing is this is because capital appreciation
potential has outweighed its ease of transfer for payments. This
is another big factor that looks at where value of
gold and bitcoin kind of come together, which is intriguing
how all this plays together. Institutions are now increasingly embracing

(08:49):
the debasement trade, which is what we've talked about here.
A lot on the channel is dollar debasement, and we're
following along very closely on that because I think it's
just going to do nothing but up from there. The
other thing that plays into this, which is interesting from
the AI side of things, which leads leads most of
the traditional finance sector in terms of stocks. Fifty four

(09:09):
percent of investors now say we're in AI bubble. And
this is b of a survey showing fifty four percent
on the AI bubble and sixty percent saying stocks are overvalued.
So that could be some of the pullback that many
analysts continue to push on right now around are and
is this market two heated? Are we going to see

(09:30):
an assessment or a drop back into the market going forward. Now,
Larry Fink was asked this question, are we in a bubble?
Here was his answer, take a look, but.

Speaker 3 (09:39):
Are we free? A bubble means a bad thing, but
there is certainly a skyrockety amount of capital that's being
put to work. If you think about that, investing in
AI does not just mean investing in GPUs and chips.
It means investing in h fact and investing in power grades,
in power supplies. It means employing a lot of people

(10:03):
too to build this out. So we are talking trillion
and a half dollars. I don't believe this is a bubble,
but I believe this is capital that in most cases
is going to be well spent.

Speaker 1 (10:13):
All right, So he's talking about the a trill and
a half coming out from JP Morgan there, And to
his point is they're going to expand across a variety
of different infrastructure side of things. But in general, if
you look at where he's positioned, Black Rocks Q three
earning smashed forecasts, and this of course revenue surging twenty
five percent. This course's I shares ETF demand number one.

(10:36):
We're continuing to see that. Remember, these guys make money
on volume. Volume has been absolutely crazy, and I think
we are ready for another big push on ETF volume
as we start to move into this latter part of
the year. Other things you got to look at. They
also bought another five hundred and twenty five and bitcoin
worth sixty million. I know that's not a lot, but
they are buying in this one hundred and eleven range

(10:58):
right now where we are today at recording on bitcoin.
I also want to go over to the next clip
here because this will get into a little bit more
around what Larry thinks about the whole idea of tokenization
and where it might be going.

Speaker 3 (11:10):
Take a look Crypto, our digital asset platform, our private
markets platform, our investment technology grew as fast as they
have in many many quarters now and then you know,
just across the board ETF to record quarter.

Speaker 1 (11:28):
You know, I do believe we're just at the.

Speaker 3 (11:30):
Beginning of the tokenization of all assets, from real estate
to equity.

Speaker 1 (11:36):
The bonds across the board, the.

Speaker 3 (11:40):
Four point one trillion dollars of money in city globally,
and digital wallets. A lot of that money is outside
the United States. If we could tokenize a ETF, you know,
digitize that ETF. We get have investors who are just
beginning to you know, invest in markets through the see crypto.

(12:01):
They're investing in it, but now we can get them
into the more traditional long term retirement products. So we
look at that as the next wave of opportunity for
Blackrock over the next tens of years.

Speaker 1 (12:14):
All right, so you've got Larry really all in on
tokenization and the capacity of creating momentum and velocity, which
is how a lot of these markets blow up. It's
how AI blew up. It's what we saw in the
early stages of Internet stocks. This might be that phase
right now of us entering kind of this next era,

(12:35):
and tokenization will lead the way. I want to go
to one more clip here, because this is Joe Mowglia.
He talks about betting against Larry, and this gets into
a very intriguing scenario that I'll explain in a second.
Take a look.

Speaker 4 (12:47):
I mean, Larry's a pretty bright guy. Used to be
a real traditional finance guy. Now's it defied guy, and
he's a Web three guy, and he appreciates the future.
The people that grew up in the Web three world
and the defied world really really are of their game.
But it's a lot of people in traditional finance world
that still tend to struggle with this a little bit.
Five years from now, there is not going to be
a stock, that's not going to be an option, it's

(13:08):
not going to be a mutual fun etf anything that's
not not in effect tokenized stable coins. Five years ago
nobody heard about stable coins. Today we've got about two
or eighty billion dollar market, and Secretary Bessett had said
that two years from now probably have a two trillion
dollar market. Etherium is about sixty percent of that. Would
we started to look at the dats, the digital asset treasuries.

(13:29):
When you think about the future and you think what's
going on? To me, this is still the early stage.
It's kind of like ethereum and an equity wrapper. It's
not just the etherem by itself. It's an the etheroerem
with an equity wrapper.

Speaker 1 (13:40):
All right. So his explanation is interesting here because remember
you got to remember who they're talking to in terms
of investors, and by them packaging it in this way,
I know you guys are probably thinking this doesn't make
any sense. We understand all this, Paul, we get this,
but traditional investors don't, and I think they're starting to
wake up to this. He also drops stateable coins the

(14:01):
ethereum as an equity wrapper. People understand that in terms
of how equity works within stocks. This all plays into
a potential growth around where tokenized securities can make their
way into mainstream. And it's no longer just crypto investors
that are doing this. So beyond the lookout, guys, we
could be in for some big rights. And he mentioned

(14:22):
stable coins, and then here was Matt Siegel talking about
Cities Assessment here which raised stable coin AU and forecast
twenty percent. And I still think they're way under But
the point that they're talking about is a catalyst for
chat GPT's moment, which is crypto and blockchain. And the
issue is volume, which they thought would now be going
up to like one point nine. But if you look

(14:43):
at the bullish case, that's a four trillion dollar potential
in terms of deposits. And this is just by twenty thirty. Guys,
we're talking about four years away that we could see
a four trillion that's the size of the entire crypto
market right now on a stable coin market. So if
this is even underserved by any chance, and if we

(15:04):
do get a big pickup here in terms of market,
there's a huge opportunity for this going forward. And this
was a statement that I thought really kind of hit home.
This is Andrew Kange talking about this. The inevitable perpification
of global markets will undoubtedly lead to more volatility. What
he's talking about here is liquidation, cascades and crypto markets

(15:24):
applied to global equities is going to be a site
to behold. I wanted to just set back for a
second and think of it this way. You've got stocks
in the same capacity that you can trade Solana in
other words, liquidity, open markets, multiple markets worldwide globally twenty
four to seven three sixty five. Imagine if you had

(15:47):
a liquidation event occur like what we saw over the weekend.
Now granted it may not be the same kind of
manipulators that are out there, but imagine if you had
that and you had it in something as as equities
have been because you have to wait the weekend to
be able to trade the next Monday opening. And I
think this changes the game dramatically. This is going to

(16:09):
make so many people so much money when they get
to this level, and I think, think, and a lot
of these companies realize this and are just waiting for
this to occur. So, guys, the number one way to
beat all of this is simple. Hotal. You know, if
you're convicted in a stock or if you have conviction

(16:30):
in a crypto, hold that and just look at the
long term position. That is the way you beat these
kind of manipulation events. It's the only way to go.
If you guys are not in the diamond circle, get
in right now. It's a great place to beat that
issue around dollar debasement and these manipulation events that have
been happening. I put an email every week. You guys

(16:52):
can click the link down below, follow me out there
on x at Paul Baron. We'll catch you next time
right here on the Paul Baron Show

Speaker 2 (17:01):
The Permuting deput