October 15, 2025 • 12 mins
Silver prices have surged strongly as a historic short squeeze in London has intensified. Are tokenized asset chains like Ethereum and Polygon set to gain from this narrative push?
~This episode is sponsored by iTrust Capital~
iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul
00:00 Intro
00:10 Demand Shock
00:45 Silver borrowing costs
01:00 Andy Schectman: “We got a major problem”
01:50 USA ships silver to London
02:15 Andy Schectman: “London story is bs"
03:15 Stashing on flights
03:45 Andy Schectman: “one week left of silver”
04:50 Mike Maloney: Bank of America silver price prediction is hilarious
05:30 Gold hit 4200 today
05:50 No tokenized silver?
06:10 Sponsor: iTrust Capital
06:30 Tiamonds Supply
06:55 Denario Silver Tokens
07:30 Yields are coming eventually
07:55 Both are on polygon
08:05 L2’s recovered better
08:20 Sandeep: L2 season is coming NOW
09:15 Recurring transactions
09:40 Coinbase delisting MATIC for POL
10:00 Sandeep: The token migration hurt our narrative
10:35 Migration Done
11:10 First to $5k
12:00 Outro
#Silver #Gold #ethereum
~🚨Silver Supply Shock & Short Squeeze Alert!🔥Ethereum & Polygon Analysis~
⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺
Join our community!
Diamond Circle Email (FREE)➜ https://bit.ly/pbnmembership
Private Telegram Group (FREE) ➜ https://t.me/+nISqoMxrok40NTcx
Subscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribe
X/Twitter 📱 http://bit.ly/PBNtwitter
Get official PBN merch! ➜ https://merch.paulbarronnetwork.com/
~ The Best Self Custody Wallet ➜ https://tangem.com/en/ Use Code PBN for Additional Discounts!
~ The Best Crypto Exchange ➜ Coinbase, get up to $200 in crypto - coinbase-consumer.sjv.io/BARRON
~ Looking for the best tax havens for Crypto? Free Month with iTrust Capital ➜ Use PROMO CODE - PAUL BARRON https://rebrand.ly/PAULBARRON
~This episode is sponsored by iTrust Capital~
iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul
00:00 Intro
00:10 Demand Shock
00:45 Silver borrowing costs
01:00 Andy Schectman: “We got a major problem”
01:50 USA ships silver to London
02:15 Andy Schectman: “London story is bs"
03:15 Stashing on flights
03:45 Andy Schectman: “one week left of silver”
04:50 Mike Maloney: Bank of America silver price prediction is hilarious
05:30 Gold hit 4200 today
05:50 No tokenized silver?
06:10 Sponsor: iTrust Capital
06:30 Tiamonds Supply
06:55 Denario Silver Tokens
07:30 Yields are coming eventually
07:55 Both are on polygon
08:05 L2’s recovered better
08:20 Sandeep: L2 season is coming NOW
09:15 Recurring transactions
09:40 Coinbase delisting MATIC for POL
10:00 Sandeep: The token migration hurt our narrative
10:35 Migration Done
11:10 First to $5k
12:00 Outro
#Silver #Gold #ethereum
~🚨Silver Supply Shock & Short Squeeze Alert!🔥Ethereum & Polygon Analysis~
⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺
Join our community!
Diamond Circle Email (FREE)➜ https://bit.ly/pbnmembership
Private Telegram Group (FREE) ➜ https://t.me/+nISqoMxrok40NTcx
Subscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribe
X/Twitter 📱 http://bit.ly/PBNtwitter
Get official PBN merch! ➜ https://merch.paulbarronnetwork.com/
~ The Best Self Custody Wallet ➜ https://tangem.com/en/ Use Code PBN for Additional Discounts!
~ The Best Crypto Exchange ➜ Coinbase, get up to $200 in crypto - coinbase-consumer.sjv.io/BARRON
~ Looking for the best tax havens for Crypto? Free Month with iTrust Capital ➜ Use PROMO CODE - PAUL BARRON https://rebrand.ly/PAULBARRON
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
A silver shock is starting to hit the industry. This
is a commodity you guys don't want to miss it,
and how it plays into crypto is very interesting. Stay
tuned for that. Let's get into the first tweet right here.
This is Bullion Star, who goes into an issue around
the tightening of the labor or excuse of the silver market.
One thing they're noticing is the wholesale supply also customers
(00:20):
lining up before opening. If you don't know Bullion, these
guys are a big silver and gold supplier, both in
the US, New Zealand, Singapore, etc. Point being is they
are getting out there where a lot of demand is
happening on physical silver, and this is one of the
reasons why we're seeing so much movement on the silver market.
I think a lot of people got caught really flat
(00:42):
footed here. If you look at just some of the
key points here, silver lease rates, the cost of borrow
London silver overnight have spiked one hundred percent annualized. This
is hitting an all time high. If you look at
the chart right there, you just don't see this in
comparison to previous years. This is a titan move and
one of the things that happened on the show before.
We've had any Scheckman, and we had him on a
(01:03):
couple of weeks ago kind of breaking down where silver
was going and what could be happening now. And he's
out there in the field. It looks like trying to
actually acquire silver. This was a clip from today. Take
a look at what he had to say.
Speaker 2 (01:16):
One of my large distributors in Miami sent me an
email almost identical to that Monday morning saying, we are
not taking any orders until we get a grasp on
the premiums and on the spread. If I go out
and I buy three hundred thousand ounces of silver right now,
in order for me to hedge it, I have to
use a colmex contract that's two bucks back of spot.
(01:37):
That doesn't work. Normally, I'd buy five million dollars worth
of silver in my warehouse and short five million on
COMEX to hedge my exposure. We got a problem, Yeah, all.
Speaker 1 (01:49):
Right, So he is hitting it right there. They do
have a problem in how to deal with this. One
thing to consider is this right here at USA sending
silver bars to London. London. Basically the silver shock is
sending kind of shockways around the world. Because London. There's
many articles that have said London's actually not the case,
and then there of course kind of countering that with
(02:10):
don't worry, the USA is to our rescue. Andy actually
goes the opposite of this in this clip.
Speaker 2 (02:16):
Take a look even the Bloomberg article that says that
there are ships that are being loaded up to send
silver over to London. I don't believe that at all.
There is not a chance in hell that the metal
can move over there fast enough to meet these demands. Yeah,
you're talking millions of dollars, So what the physical demand
right now would eat that up for lunch. And if
supply were just fined, they wouldn't need this pr push.
(02:38):
So it's tariffs bs it is, and borrowing costs in
London that is spiked to one hundred percent annualized. What
this tells us is that the demand for physical silver
at the highest level. The day is short cannot deliver
is the day that silver breaks free. No delivery, no trust.
And if COMEX or the LBMA fails to deliver, it's
(02:59):
not a dip, it's a lift off of silver, and
the concagion that would come out of that would be extraordinary.
Trying to tell you that I've never seen anything like this.
In all the years I've done this, I have never
ever ever seen anything quite like this.
Speaker 1 (03:11):
All right, So just to be clear, Andy runs an
organization that sells silver and gold. He actually might be
onto something, and of course I think the market thinks
he's onto something. The race to move gold bars out
of London is so frantic they're even in the cargo
of your flight to JFK coming out of the Wall
Street Journal. This simply means that they are trying any
means necessary to be able to get raw materials of
(03:34):
these commodities moving to these centers where you can actually
start to do physical delivery, because that is a big
business in the silver and gold community. Now I want
to go to a couple more clips here. This next
one will go into a little bit around what he's
talking about. How long this could last. Take a look.
Speaker 3 (03:51):
So does that mean that we could just as easily
see a major pullback.
Speaker 2 (03:57):
I have never seen anything like this, and as God
is my witness, I made a purchase myself today. Big
players are going to receive margin calls and things are
going to start to get crazy within a week. If
this continues, no one in the country will have stuff
for immediate delivery.
Speaker 3 (04:11):
Wait within a week.
Speaker 2 (04:12):
If this continues with this, why not? Yeah, absolutely, it's
that serious. Two billion dollars would obliterate everything that's in
the in the Western market in terms of physical supply, all.
Speaker 1 (04:23):
Right, So you got to think about that, if you
only had a week's worth of supply of anything out
there in a commodity, especially, imagine the price shock that
that is going to send through the industry and especially
around the industry of silver or commodities like silver. This
is something that's being used in all sorts of technologies.
So it's a raw material, rare earth type raw material
that is now being pressured globally, and this is why
(04:45):
you're seeing such a move on the price of silver.
We also see this with with gold also accelerating up
the charts. Here's Mike Maloney, he's a Bank of America
and he's talking about the silver price prediction a little crazy.
Take a look.
Speaker 4 (04:59):
Bank of America now sees sixty five.
Speaker 5 (05:01):
Dollars silver plase gungling idiots. This could happen before the
end of the month. This is a forecast for next
year twenty twenty six.
Speaker 2 (05:11):
They think that's going to happen, so gold.
Speaker 5 (05:13):
Might hit forty two hundred by the year five thousand. Right,
These people are so far behind the curve and they
do not seem to understand or take into account human
psychology or math or math.
Speaker 1 (05:29):
All right, guys, that's goldbugs, silver bugs understanding the market.
The fact that we've already hit forty two hundred on gold.
We've also seen these price targets that have been clearly
missed by some of the biggest ones out there, including
Bank of America, completely missed it. They're going to completely
miss it on silver as well. I want to go
over to this right here, which is Token i's commodities.
You can kind of see the explosion right here. And
(05:51):
remember there's no TOKENI silver yet, but see the tether gold,
Paxos gold all skyrocketing right there. There are a couple
of places is where you can still gain access to
it from a Token I side of thing, and I'll
show you that in a second before we jump there.
You can actually get silver over on your I Trust
capital account. So if you want to do long term
(06:12):
trading and do a tax free you can actually do
it over at I Trust or one of our partners,
perfect timing for them of what's happening in the silver market.
So check out I Trustcapital dot Com. We'll leave a
link down below so you can kind of learn a
little bit more about a CRYPTOIRA but also using gold
and silver, So go there. One other thing you got
to look at is this right here, tim Is. We've
had them on the show before. They rushed out to
(06:33):
get more silver as NFTs on their marketplace. You can
kind of see it. And then here was the tweak
coming in from Mani yesterday tm and sold many tokenis
RBA silver ounces. So again more demand on what's happening
over within the silver market in general. This is a
project and platform we've been watching here recently. I'm hoping
(06:54):
to get their CEO on. But it's called Denario, and
the cool thing is it's tokenized and you can still
get physical deliveries. Look at the TVL that's climbing within
DSc and Denario. The other thing that you have to
consider is this right here, almost this keeps climbing crazy.
But here's the interesting thing I want you to pay
attention to. These are the blockchains that they're on right there, guys,
(07:15):
Polygon Algoran plume, sonium, and B and B token I
silver over on uniswap, So that might be an angle
if you look at that right now and do a
TOKENI silver swap on uniswap right around fifty bucks, So
a pretty good deal in reality in comparison to what
we're seeing on physical silver. So let's take a look
at some yields on some of these Donario and also Rus.
(07:37):
This is one where you're able to go out and
earn some yields on TOKENI silver, and you can kind
of see the yields right there. But the point is
yields will be coming as we start to see this
market continue to move. Let's take a look here on
Polytrade and you can see it right there, commodities and
four x Donarios T silver. There's Arius or Rus right
(07:57):
there and Donario silver coins, so all of this over
on Polygon. Pay attention, guys, this is where it gets
a little bit interesting. Ethereum layer twos have been out
performing during this major recent correction, and this could be
good for Polygon because remember Polygon has been madic, which
is what it used to trade under. All of that
(08:18):
has been now reshifted I want to go over to
a clip because here is a little bit of what
sand Deep was talking about about L two season just
now beginning. Take a look.
Speaker 4 (08:28):
So I think it was sixty two percent of tokenized
global bonds or on Polygon, which is obviously the majority,
which is incredible.
Speaker 3 (08:33):
So we are the number one daily active users on USDC,
number one even above ahead of Base. Now we believe
that it's our time. This is what we do, this
is what we are good at.
Speaker 4 (08:43):
So it's like six months ago, I think you hit
like an all time low.
Speaker 3 (08:46):
All the L twos combined, Arbitram Optimism, Polygon combined at
less than ten B or ten eleven B today Hedera
hashgraph that has higher valuation than Polygon, Arbitram Optimist of combined,
all these three combined are lower valued than has Club,
which is an L one. This is basically a market
or pricing around el One's. Market is very heavily priced
around el On's. The markets will start reversing their pricing
(09:08):
of L two's also, which is extremely misplaced right now
and lower price all.
Speaker 1 (09:12):
Right, so extremely mispriced, lower price right now. Stripe launched
the stable coin subscription on Polygon and Base now think
stable coin subscriptions primarily because that could be anything including
reoccurring payments. So think Netflix bills, any kind of bills
out there that have reoccurring payments, as well as subscription
(09:34):
platforms out there utilizing stable coins now on Polygon and Base.
So that's where the L two explosion could be coming.
If you look further over here from coinbased markets. One
thing to consider here is this migration that is happening.
All of this is happening between the fourteen and seventeen.
So this is Mattic to Paul token and sand Deep
even talks about that this is the biggest problem that
(09:56):
Polygon had. Let me go to a clip real quick,
he'll explain a little bit more. Take a look.
Speaker 3 (10:01):
Secondly, we upgraded from Mattic open to poll. Okay, here,
everybody knows Matic is now poled. Yeah, but think about
that average trader in Turkey who's basically dives a uber
or rand the bodega. They have no clue. They just
they just saw that Matic is no longer there.
Speaker 4 (10:15):
Yeah, okay, so for you, it's not talken about problem.
It's a problem.
Speaker 3 (10:18):
It's a narrative problem. It's Token at like two percent
is like as low as it gets, tell me one
single project which has lower inflation than us, Like you know,
you see Solana for example, as seven percent relation. But
should the name go back to being Matic, like at least.
Speaker 4 (10:29):
On exchanges, change the token taker back to mat Yeah thicker, Yeah,
that's nice.
Speaker 3 (10:33):
But let's see what people say.
Speaker 1 (10:34):
All right, So you see it right here, the migration
timeline starting to move, and of course with it, what
we're seeing is the acceleration around Mattic. And of course
all this ties into what's happening even in the silver
markets in general. Remember though, robin Hood delisted Cardano, Polygon Solana,
Remember that, guys, you guys remember that? Well, where do that?
(10:55):
What I mean by that is coming back all the
way to twenty twenty three, we're do a realist of
Polygon over on Robinhood. When that happens, who knows what
could happen of course with polyon token. All right, let's
take a look at goal versus Eth first to five K.
You can kind of see eth as leading it out
right here at around sixty three percent. So most likely
that's going to happen in terms of Eth being the
(11:17):
better play. But if you flip that and say, okay,
let's go into silver. With all of this supply shock
brewing right now, silver could actually be as equal of
an investment over all compared to ETH. So I don't know,
I'm probably going to play kind of fifty to fifty
on this right now. This is getting a little bit dicey.
If you look at ETH right now, even on a
(11:38):
forty percent move, that would put ETH at around fifty
six hundred. I'll kind of zoom in on that for
you guys, right around fifty six hundred with about a
forty percent move. Silver about the same position, probably around
eighty dollars on silver. And that's what Andy is kind
of pointing to is we could see an eighty dollars silver.
Silver is trading a little under sixty bucks right now.
(11:59):
So you guys take it for what it is, not
investment advice, but you guys should be doing your research
right now around how all this plays into the crypto
markets and investing in general. If you're not part of
the Diamond circle, get in. It's a great place to
get additional content from me and follow me out there
on X at Paul Baron. We'll catch you next time
right here on The Paul Baron Show,
A silver shock is starting to hit the industry. This
is a commodity you guys don't want to miss it,
and how it plays into crypto is very interesting. Stay
tuned for that. Let's get into the first tweet right here.
This is Bullion Star, who goes into an issue around
the tightening of the labor or excuse of the silver market.
One thing they're noticing is the wholesale supply also customers
(00:20):
lining up before opening. If you don't know Bullion, these
guys are a big silver and gold supplier, both in
the US, New Zealand, Singapore, etc. Point being is they
are getting out there where a lot of demand is
happening on physical silver, and this is one of the
reasons why we're seeing so much movement on the silver market.
I think a lot of people got caught really flat
(00:42):
footed here. If you look at just some of the
key points here, silver lease rates, the cost of borrow
London silver overnight have spiked one hundred percent annualized. This
is hitting an all time high. If you look at
the chart right there, you just don't see this in
comparison to previous years. This is a titan move and
one of the things that happened on the show before.
We've had any Scheckman, and we had him on a
(01:03):
couple of weeks ago kind of breaking down where silver
was going and what could be happening now. And he's
out there in the field. It looks like trying to
actually acquire silver. This was a clip from today. Take
a look at what he had to say.
Speaker 2 (01:16):
One of my large distributors in Miami sent me an
email almost identical to that Monday morning saying, we are
not taking any orders until we get a grasp on
the premiums and on the spread. If I go out
and I buy three hundred thousand ounces of silver right now,
in order for me to hedge it, I have to
use a colmex contract that's two bucks back of spot.
(01:37):
That doesn't work. Normally, I'd buy five million dollars worth
of silver in my warehouse and short five million on
COMEX to hedge my exposure. We got a problem, Yeah, all.
Speaker 1 (01:49):
Right, So he is hitting it right there. They do
have a problem in how to deal with this. One
thing to consider is this right here at USA sending
silver bars to London. London. Basically the silver shock is
sending kind of shockways around the world. Because London. There's
many articles that have said London's actually not the case,
and then there of course kind of countering that with
(02:10):
don't worry, the USA is to our rescue. Andy actually
goes the opposite of this in this clip.
Speaker 2 (02:16):
Take a look even the Bloomberg article that says that
there are ships that are being loaded up to send
silver over to London. I don't believe that at all.
There is not a chance in hell that the metal
can move over there fast enough to meet these demands. Yeah,
you're talking millions of dollars, So what the physical demand
right now would eat that up for lunch. And if
supply were just fined, they wouldn't need this pr push.
(02:38):
So it's tariffs bs it is, and borrowing costs in
London that is spiked to one hundred percent annualized. What
this tells us is that the demand for physical silver
at the highest level. The day is short cannot deliver
is the day that silver breaks free. No delivery, no trust.
And if COMEX or the LBMA fails to deliver, it's
(02:59):
not a dip, it's a lift off of silver, and
the concagion that would come out of that would be extraordinary.
Trying to tell you that I've never seen anything like this.
In all the years I've done this, I have never
ever ever seen anything quite like this.
Speaker 1 (03:11):
All right, So just to be clear, Andy runs an
organization that sells silver and gold. He actually might be
onto something, and of course I think the market thinks
he's onto something. The race to move gold bars out
of London is so frantic they're even in the cargo
of your flight to JFK coming out of the Wall
Street Journal. This simply means that they are trying any
means necessary to be able to get raw materials of
(03:34):
these commodities moving to these centers where you can actually
start to do physical delivery, because that is a big
business in the silver and gold community. Now I want
to go to a couple more clips here. This next
one will go into a little bit around what he's
talking about. How long this could last. Take a look.
Speaker 3 (03:51):
So does that mean that we could just as easily
see a major pullback.
Speaker 2 (03:57):
I have never seen anything like this, and as God
is my witness, I made a purchase myself today. Big
players are going to receive margin calls and things are
going to start to get crazy within a week. If
this continues, no one in the country will have stuff
for immediate delivery.
Speaker 3 (04:11):
Wait within a week.
Speaker 2 (04:12):
If this continues with this, why not? Yeah, absolutely, it's
that serious. Two billion dollars would obliterate everything that's in
the in the Western market in terms of physical supply, all.
Speaker 1 (04:23):
Right, So you got to think about that, if you
only had a week's worth of supply of anything out
there in a commodity, especially, imagine the price shock that
that is going to send through the industry and especially
around the industry of silver or commodities like silver. This
is something that's being used in all sorts of technologies.
So it's a raw material, rare earth type raw material
that is now being pressured globally, and this is why
(04:45):
you're seeing such a move on the price of silver.
We also see this with with gold also accelerating up
the charts. Here's Mike Maloney, he's a Bank of America
and he's talking about the silver price prediction a little crazy.
Take a look.
Speaker 4 (04:59):
Bank of America now sees sixty five.
Speaker 5 (05:01):
Dollars silver plase gungling idiots. This could happen before the
end of the month. This is a forecast for next
year twenty twenty six.
Speaker 2 (05:11):
They think that's going to happen, so gold.
Speaker 5 (05:13):
Might hit forty two hundred by the year five thousand. Right,
These people are so far behind the curve and they
do not seem to understand or take into account human
psychology or math or math.
Speaker 1 (05:29):
All right, guys, that's goldbugs, silver bugs understanding the market.
The fact that we've already hit forty two hundred on gold.
We've also seen these price targets that have been clearly
missed by some of the biggest ones out there, including
Bank of America, completely missed it. They're going to completely
miss it on silver as well. I want to go
over to this right here, which is Token i's commodities.
You can kind of see the explosion right here. And
(05:51):
remember there's no TOKENI silver yet, but see the tether gold,
Paxos gold all skyrocketing right there. There are a couple
of places is where you can still gain access to
it from a Token I side of thing, and I'll
show you that in a second before we jump there.
You can actually get silver over on your I Trust
capital account. So if you want to do long term
(06:12):
trading and do a tax free you can actually do
it over at I Trust or one of our partners,
perfect timing for them of what's happening in the silver market.
So check out I Trustcapital dot Com. We'll leave a
link down below so you can kind of learn a
little bit more about a CRYPTOIRA but also using gold
and silver, So go there. One other thing you got
to look at is this right here, tim Is. We've
had them on the show before. They rushed out to
(06:33):
get more silver as NFTs on their marketplace. You can
kind of see it. And then here was the tweak
coming in from Mani yesterday tm and sold many tokenis
RBA silver ounces. So again more demand on what's happening
over within the silver market in general. This is a
project and platform we've been watching here recently. I'm hoping
(06:54):
to get their CEO on. But it's called Denario, and
the cool thing is it's tokenized and you can still
get physical deliveries. Look at the TVL that's climbing within
DSc and Denario. The other thing that you have to
consider is this right here, almost this keeps climbing crazy.
But here's the interesting thing I want you to pay
attention to. These are the blockchains that they're on right there, guys,
(07:15):
Polygon Algoran plume, sonium, and B and B token I
silver over on uniswap, So that might be an angle
if you look at that right now and do a
TOKENI silver swap on uniswap right around fifty bucks, So
a pretty good deal in reality in comparison to what
we're seeing on physical silver. So let's take a look
at some yields on some of these Donario and also Rus.
(07:37):
This is one where you're able to go out and
earn some yields on TOKENI silver, and you can kind
of see the yields right there. But the point is
yields will be coming as we start to see this
market continue to move. Let's take a look here on
Polytrade and you can see it right there, commodities and
four x Donarios T silver. There's Arius or Rus right
(07:57):
there and Donario silver coins, so all of this over
on Polygon. Pay attention, guys, this is where it gets
a little bit interesting. Ethereum layer twos have been out
performing during this major recent correction, and this could be
good for Polygon because remember Polygon has been madic, which
is what it used to trade under. All of that
(08:18):
has been now reshifted I want to go over to
a clip because here is a little bit of what
sand Deep was talking about about L two season just
now beginning. Take a look.
Speaker 4 (08:28):
So I think it was sixty two percent of tokenized
global bonds or on Polygon, which is obviously the majority,
which is incredible.
Speaker 3 (08:33):
So we are the number one daily active users on USDC,
number one even above ahead of Base. Now we believe
that it's our time. This is what we do, this
is what we are good at.
Speaker 4 (08:43):
So it's like six months ago, I think you hit
like an all time low.
Speaker 3 (08:46):
All the L twos combined, Arbitram Optimism, Polygon combined at
less than ten B or ten eleven B today Hedera
hashgraph that has higher valuation than Polygon, Arbitram Optimist of combined,
all these three combined are lower valued than has Club,
which is an L one. This is basically a market
or pricing around el One's. Market is very heavily priced
around el On's. The markets will start reversing their pricing
(09:08):
of L two's also, which is extremely misplaced right now
and lower price all.
Speaker 1 (09:12):
Right, so extremely mispriced, lower price right now. Stripe launched
the stable coin subscription on Polygon and Base now think
stable coin subscriptions primarily because that could be anything including
reoccurring payments. So think Netflix bills, any kind of bills
out there that have reoccurring payments, as well as subscription
(09:34):
platforms out there utilizing stable coins now on Polygon and Base.
So that's where the L two explosion could be coming.
If you look further over here from coinbased markets. One
thing to consider here is this migration that is happening.
All of this is happening between the fourteen and seventeen.
So this is Mattic to Paul token and sand Deep
even talks about that this is the biggest problem that
(09:56):
Polygon had. Let me go to a clip real quick,
he'll explain a little bit more. Take a look.
Speaker 3 (10:01):
Secondly, we upgraded from Mattic open to poll. Okay, here,
everybody knows Matic is now poled. Yeah, but think about
that average trader in Turkey who's basically dives a uber
or rand the bodega. They have no clue. They just
they just saw that Matic is no longer there.
Speaker 4 (10:15):
Yeah, okay, so for you, it's not talken about problem.
It's a problem.
Speaker 3 (10:18):
It's a narrative problem. It's Token at like two percent
is like as low as it gets, tell me one
single project which has lower inflation than us, Like you know,
you see Solana for example, as seven percent relation. But
should the name go back to being Matic, like at least.
Speaker 4 (10:29):
On exchanges, change the token taker back to mat Yeah thicker, Yeah,
that's nice.
Speaker 3 (10:33):
But let's see what people say.
Speaker 1 (10:34):
All right, So you see it right here, the migration
timeline starting to move, and of course with it, what
we're seeing is the acceleration around Mattic. And of course
all this ties into what's happening even in the silver
markets in general. Remember though, robin Hood delisted Cardano, Polygon Solana,
Remember that, guys, you guys remember that? Well, where do that?
(10:55):
What I mean by that is coming back all the
way to twenty twenty three, we're do a realist of
Polygon over on Robinhood. When that happens, who knows what
could happen of course with polyon token. All right, let's
take a look at goal versus Eth first to five K.
You can kind of see eth as leading it out
right here at around sixty three percent. So most likely
that's going to happen in terms of Eth being the
(11:17):
better play. But if you flip that and say, okay,
let's go into silver. With all of this supply shock
brewing right now, silver could actually be as equal of
an investment over all compared to ETH. So I don't know,
I'm probably going to play kind of fifty to fifty
on this right now. This is getting a little bit dicey.
If you look at ETH right now, even on a
(11:38):
forty percent move, that would put ETH at around fifty
six hundred. I'll kind of zoom in on that for
you guys, right around fifty six hundred with about a
forty percent move. Silver about the same position, probably around
eighty dollars on silver. And that's what Andy is kind
of pointing to is we could see an eighty dollars silver.
Silver is trading a little under sixty bucks right now.
(11:59):
So you guys take it for what it is, not
investment advice, but you guys should be doing your research
right now around how all this plays into the crypto
markets and investing in general. If you're not part of
the Diamond circle, get in. It's a great place to
get additional content from me and follow me out there
on X at Paul Baron. We'll catch you next time
right here on The Paul Baron Show,
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!