Speaker 1: It's tariff turmoil. I want to share what I think
Speaker 1: will happen with the crypto market as these tariffs are
Speaker 1: put into place. In addition, Ripple makes a huge update
Speaker 1: with it's r l us, the stable coin that you
Speaker 1: need to know about, and Fidelity launches cryptoiras this is huge,
Speaker 1: and the DTCC is launching its own blockchain platform. That's
Speaker 1: the theorym base for toganization. I'll give you all the details.
Speaker 1: Let's get into it. Hey, everybody, welcome into the Thinking
Speaker 1: Crypto Podcast, your home for cryptocurrency news and interviews. I'm
Speaker 1: your host, Tony Edward. On your way in, please ad
Speaker 1: that subscribe button as well as thumbs up button and
Speaker 1: leave a common blow. If you're listening on a podcast
Speaker 1: platform such as Spotify or Apple, please leave a five
Speaker 1: star rating and review. Folks, as I'm sure many of
Speaker 1: you know, today was the rollout of the US tariffs,
Speaker 1: and I'm not going to go through the details. I'm
Speaker 1: sure many of you have read up on it and
Speaker 1: it's more of the economic aspect to this, but we
Speaker 1: want to look at how is it affecting markets? Right?
Speaker 1: That is the takeaway for us because as investors, that's
Speaker 1: what we're concerned about. So overall, I think bitcoin is
Speaker 1: holding up pretty well all things considered with how rocky
Speaker 1: things were today. And look, we're not out of the
Speaker 1: woods yet. We have to see how things play out
Speaker 1: tomorrow because there's still a lot of back and forth.
Speaker 1: There's still a little bit of uncertainty. However, I think
Speaker 1: the macro uncertainty which was looming for the past two
Speaker 1: months and have sent markets tumbling, I think that is
Speaker 1: starting to be priced in, if you know what I mean.
Speaker 1: The initial shock is gone. People know about it now
Speaker 1: and they know that hey, okay, the day is here
Speaker 1: and markets hate uncertainty. So now that we have some
Speaker 1: level of certainty, markets can now move forward to some degree. Now,
Speaker 1: like I said, we may not be fully out of
Speaker 1: the woods yet. It could be even more choppy. Things
Speaker 1: can go lower. But being a student of the market
Speaker 1: and how we've seen things play out, whether it be elections,
Speaker 1: certainty around elections and different catalysts and different moments and events,
Speaker 1: once those things pass, the markets start to make a move,
Speaker 1: whether they go up or down. Now I believe they're
Speaker 1: going to continue to go up, and I'll share my
Speaker 1: thesis as to that. But even if you look at
Speaker 1: the S and P five hundred guys still looking decent here, Nasdaq,
Speaker 1: all things considered now right, Dow Jones still looking okay.
Speaker 1: Dow Jones actually above the two hundred day moving average,
Speaker 1: very good sign And the DXY continues to break down.
Speaker 1: So why do I think things are going to keep
Speaker 1: going up? One? The DXY is correcting. Two, we don't
Speaker 1: have any major down trends where we are invalidated from
Speaker 1: a bull market that is not appearing yet, whether it
Speaker 1: be the stock market or crypto. In addition, global liquidity
Speaker 1: continues to rise, and then we see the United States
Speaker 1: is heading in debt direction to print. For example, today
Speaker 1: US Senate budget calls for five trillion dollars to increase
Speaker 1: the US debt ceiling. Where to get to get this money, guys,
Speaker 1: quantitative easy, They got to go back to printing. Sveenn Hendrick,
Speaker 1: a Northman trader, very great analyst and trader, says, fiscal
Speaker 1: stimulus never dies. So I think the signs are there, right,
Speaker 1: We're seeing it globally. And in addition, you know, one
Speaker 1: of the things I shared in I believe that the podcast,
Speaker 1: either on Monday or yesterday, Trump said with these tarists
Speaker 1: in place. He's going to have to give a bailout,
Speaker 1: a stimulus to the farmers, also going to be printed.
Speaker 1: So I hope you see what's happening here. Guys. Once
Speaker 1: you understand the foundation of why asset prices rise, whether
Speaker 1: it be the stock market, real estate, or crypto, it
Speaker 1: goes back to global liquidity. It makes it easy to
Speaker 1: navigate the markets. I'm not saying it's very easy and
Speaker 1: that it won't be chopping and it won't be a
Speaker 1: roller coaster ride like we're experiencing. But you know, this
Speaker 1: is the Fiat currency system. They're going to go back
Speaker 1: to it, and you don't have to panic sell, you
Speaker 1: don't have to be scared, and you don't have to
Speaker 1: worry in a sense of oh no, are all these
Speaker 1: assets going to zero? Of course not, guys. They can't
Speaker 1: let the collateral go to zero. Guys, terrifts are no terrorists.
Speaker 1: They're gonna have to print this. This is the nature
Speaker 1: of the Fiat system, and if the collateral goes to zero,
Speaker 1: it will be the end of civilization because people's wealth
Speaker 1: and their retirements are all tied up into these assets,
Speaker 1: and there's a lot of leverage built on top of
Speaker 1: those assets. So if you let that drop, oh boy,
Speaker 1: people will lose confidence in the markets, in the dollar,
Speaker 1: and they will be fighting each other in the streets
Speaker 1: for bread. So don't let yourself get to that fear
Speaker 1: where people are like, oh my god, oh no, this
Speaker 1: and that. Right, they're gonna print their way out of it, guys.
Speaker 1: I remember what Paul Tudor Jones said last year. I
Speaker 1: believe it was in Q three or Q four, and
Speaker 1: he said, look, we're gonna have to inflate our way
Speaker 1: out of this problem, meaning they're gonna have to print
Speaker 1: and to in order to drive growth in the you
Speaker 1: know kind of where we're at right now. They're gonna
Speaker 1: have to inject stimulus and that's going to get the
Speaker 1: business cycle going again. The businesses will hire, salaries will increase,
Speaker 1: consumers will spend more. It's the same thing over and over.
Speaker 1: The catalyst the problem may be different, right, it's not
Speaker 1: the pandemic in March twenty twenty, it's not the two
Speaker 1: thousand and eight housing crash, it's not the dot com
Speaker 1: bubble burst in two thousand. It doesn't matter what the
Speaker 1: catalyst is. They will print an asset prices will rise, guys.
Speaker 1: That's why I am bullish, and the charts show there's
Speaker 1: no major invalidation here now. Arthur Hayes will be interviewing
Speaker 1: very soon. He said, the market doesn't like Liberation Day.
Speaker 1: If bitcoin can hold seventy six five hundred, by the
Speaker 1: way now and the US tax day April fifteenth, then
Speaker 1: we are out of the woods. Don't get chopped out.
Speaker 1: So things can get choppy, but zoom out when in down,
Speaker 1: zoom out. There's going to be a lot of fear
Speaker 1: out there. But remember that is when you want to
Speaker 1: be bullish, when the masses are fearful, When the masses
Speaker 1: are running because there's blood in the streets, that's when
Speaker 1: you want to get greedy by the dip if you
Speaker 1: can not financial advice obviously everybody's in a different financial situation,
Speaker 1: but that's the time to buy right. So I'm going
Speaker 1: to be looking to execute whatever a little bit dry
Speaker 1: powder I have left to scoop up and add more
Speaker 1: to my portfolio. Now we have huge news coming out
Speaker 1: from Ripple. They tweeted out today stable coins should be trusted,
Speaker 1: compliance first and built for real world finance. R l
Speaker 1: USD is setting the standard. Now live in Ripple Payments,
Speaker 1: r l USD powers enterprise payments, asset tokenization, and DeFi
Speaker 1: and they have listed now officially on Cracking Exchange. So
Speaker 1: Cracking announced that that you can trade our LUSD. Obviously
Speaker 1: it says stable coin, and it's nearing a two hundred
Speaker 1: and fifty million dollars market cap and there's ten billion
Speaker 1: plus in trading volume. Jack McDonald Ripple tweeted out as promised,
Speaker 1: our LUSD is now integrated into Ripple Payments, our cross
Speaker 1: border payment solution with near global cover through ninety plus
Speaker 1: payout markets and instant connections to banks, financial institutions, payment
Speaker 1: service providers, exchanges and many more around the world. Enterprise
Speaker 1: utility right out of the box. It's one of the
Speaker 1: things I've been saying for a long time. Ripple already
Speaker 1: has a network of financial institutions they work with, So
Speaker 1: if you introduce a stable coin, it's so easy to
Speaker 1: plug in play here, right. They just have to go
Speaker 1: to that existing network say hey, we get the stable coin.
Speaker 1: Their foot's already in the door, so it's an easy thing.
Speaker 1: And I'm curious to see what the market cap and
Speaker 1: volume is going to be in the coming months because
Speaker 1: they're integrating into Ripple payments. This is a huge win
Speaker 1: and as mentioned, major exchanges are adopting it, so I
Speaker 1: expect other major exchanges like your coinbases and more are
Speaker 1: going to integrate our LUSD. Now even cz former Binance
Speaker 1: CEO weigh in saying stable coin war, I mean healthy
Speaker 1: competition just getting started. So we're seeing a lot of
Speaker 1: people launch stable coins, and it's what I wrote about. Guys.
Speaker 1: If you recall back in January where I talked about
Speaker 1: stable coin wars two point zero, we're going to see
Speaker 1: banks enter the game. Remember what Bank of America's CEO
Speaker 1: said just a month ago. He said, one stable coin
Speaker 1: legislation's in place, they're going to launch their own sable coins.
Speaker 1: So it's going to be very fascinating. At some point
Speaker 1: it will get too saturated and there will have to
Speaker 1: be some consolidation. But guys, as Caz said, competition is healthy.
Speaker 1: It's very good for the consumer. Now, quick word from
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Speaker 1: Now look at this news. Despite all the macro uncertainty
Speaker 1: we have with tariffs and much more, big institutional players
Speaker 1: are building and just expanding. So Fidelity just rolled out
Speaker 1: the ability to buy crypto in iris. This is incredible,
Speaker 1: Nature Racy said Cryptoira links to a brokerage. IRA can
Speaker 1: currently buy bitcoin ethererem and like cooin, guys, I hope
Speaker 1: you see what's happening here. They're not doing this for fun,
Speaker 1: They're not doing it to lose money. They know what's
Speaker 1: coming and the adoption of these assets will continue to rise.
Speaker 1: It's incredible. And to see these Wall Street players just
Speaker 1: innovating and building and launching crypto products, it's kind of surreal.
Speaker 1: Because I got in the market in twenty sixteen, and
Speaker 1: we couldn't even imagine this. I mean around that time,
Speaker 1: Jamie Diamond would was bashing the hell out of bitcoin
Speaker 1: and crypto, saying it's a scam, you'll lose your money
Speaker 1: and all that. Now look at look at it. Black Rock, Fidelity, Franklin, Templeton,
Speaker 1: you name it, they're all Aga involved. Now we got
Speaker 1: some very big news around Avalanche and the native token
Speaker 1: on the Avalanche blockchain is AVAX, and I am an
Speaker 1: AVAX token holder. So Emin Guncier, who's the founder of Avalanche,
Speaker 1: said Avalanche is partnering with one of Japan's largest banks,
Speaker 1: Sumitomo Mitsui Banking Corporation, to develop a framework for stable
Speaker 1: coin issuance and circulation. We will evaluate use cases for
Speaker 1: stable coins together, including tokenized real world assets such as
Speaker 1: bonds and real estate. My friends, when I've been telling
Speaker 1: you for years we're headed to the token economy, I
Speaker 1: wasn't kidding. And we got the largest financial institutions in
Speaker 1: the world getting involved, stock exchanges, banks, big investment firms,
Speaker 1: payment companies. It is amazing to watch it unfold, and
Speaker 1: they're going to put everything on the blockchain. I'll see
Speaker 1: it for the millionth time, the government, the economy, the
Speaker 1: markets will all run on blockchain. And here's another great example.
Speaker 1: DTC launches blockchain platform for tokenizing collateral. So if you
Speaker 1: don't know who the DTCC is, go research you guys,
Speaker 1: they are a monster. Let me give you a full
Speaker 1: name here. The Depository Trust and Clearing Corporation, a cornerstone
Speaker 1: of the modern economy, has launched a platform for tokenized
Speaker 1: real time collateral management using the bsuit Ethereum client. The
Speaker 1: so called app chain aims to enhance the speed at
Speaker 1: which collateral can move between traditionally siloed systems. Guys, if
Speaker 1: there's one thing you take away from this podcast, let
Speaker 1: it be this news. Go research the DTCC and what
Speaker 1: the hell they do and then realize how big this is.
Speaker 1: This is a major domino. And I'm not bullshitting you. Seriously,
Speaker 1: take the time to go research. Skip the TV show,
Speaker 1: just go research what they do, look at their website
Speaker 1: and their services. Who they were. This is, I mean,
Speaker 1: just incredible adoption. It's just once again confirmation of we're
Speaker 1: we're headed. Two guys, the move is a step forward
Speaker 1: for the institutional embrace of the five. The platform is
Speaker 1: designed to increase the mobility and end velocity of global
Speaker 1: collateral movements, improving capital efficiencies and liquidity, and enable an
Speaker 1: open digital liquidity system for market participants to deploy digital applications.
Speaker 1: App Chain is built on the Lfdcentralized Trust BSU platform,
Speaker 1: an enterprise grade, open source ETHEROEREM client designed to facilitate
Speaker 1: the development and deployment of blockchain solutions for businesses. Guys,
Speaker 1: Oh my god, the stuff that's happening here is mind blowing.
Speaker 1: And this is, for example, an article I'm going to
Speaker 1: bookmark and I'm going to send to skeptics as well.
Speaker 1: People are like, oh, this is all scam, ponzi, nobody
Speaker 1: or whatever. I don't care, right, you will care one
Speaker 1: day because you're going to be using it and you're
Speaker 1: going to miss the train on the investment opportunity. Guys.
Speaker 1: And notice this platform, the BSU platform is Ethereum base,
Speaker 1: so public blockchain base. Incredible stuff. Now, final news item here.
Speaker 1: Here's a big example again, PayPal adds Solana and chain
Speaker 1: Link for customers in the US and US territories. So PayPal,
Speaker 1: we know, has their own stable coin p y us.
Speaker 1: They built on Ethereum and other blockchains they offer crypto trading, right,
Speaker 1: they offer you bitcoin and other alquins, just like they
Speaker 1: added Salona and chain link. Incredible. Why would they be
Speaker 1: doing that. Guys think about PayPal in their business. They
Speaker 1: know what's coming. I hope you see it. I hope
Speaker 1: you have the patience to go through the volatility because
Speaker 1: a big part of investing, whether you're investing in the
Speaker 1: stock market or crypto, a big part of it is
Speaker 1: patient and emotional control. So I hope on days of
Speaker 1: like this tariffs and this and that and back and
Speaker 1: forth and people fighting on x and this narrative and
Speaker 1: that narrative, you are calm, cool and collected. I have
Speaker 1: my capital position and assets that are going to be
Speaker 1: the next layer of the Internet and going to be
Speaker 1: the respective blockchain is going to be used in the economy, governments,
Speaker 1: and markets. I hope you have that conviction and that
Speaker 1: thought in your mind, that thesis, and obviously don't invest
Speaker 1: what you can't afford to lose, because every investment comes
Speaker 1: with risk, whether you invest in real estate or artwork
Speaker 1: or it's the stock market. Right, but half the macro outlook,
Speaker 1: it all goes up. As I started with at the
Speaker 1: beginning of the podcast, the five trillion dollars the Senate
Speaker 1: is asking for, right, the printing that's going to happen, Guys,
Speaker 1: They're going to go back to QI. It's all going
Speaker 1: to keep going up. And obviously, from the micro standpoint,
Speaker 1: the adoption of these blockchains helps the value go up. Obviously, right,
Speaker 1: it's a combination of both the macro global liquidity and
Speaker 1: the micro adoption. So the same thing applies to the
Speaker 1: stock market. The stock market goes up based on global liquidity,
Speaker 1: but also if companies do well with their earnings and
Speaker 1: business expansions, m and A and all that, that helps
Speaker 1: drive up individual stock prices. But the macro. Understand the macro,
Speaker 1: That is what helped me to navigate this market. Guys,
Speaker 1: and investing too, where when I see stuff like this
Speaker 1: a tarriffs, I'm like, all right, if you have your tariffs, good.
Speaker 1: If you don't, you don't. There's a whole other conversation
Speaker 1: with that when it comes through to economy and politics,
Speaker 1: and obviously that's not what this podcast is about. But
Speaker 1: when it comes to my investing, doesn't change my thesis.
Speaker 1: It actually in a way makes it more bullish because
Speaker 1: I know that this is going to be some sort
Speaker 1: of catalyst that leads to money printing. Because Trump already
Speaker 1: because Trump already said that, it was reported. I told
Speaker 1: you guys, he's looking offer stimulus to farmers. Where's the
Speaker 1: money gonna come from the sky. No, they're going to
Speaker 1: fire up the money printer. The guys. It's the same
Speaker 1: crap over and over. This is the Fiat money system,
Speaker 1: and not a lot of people recognize that. And they're
Speaker 1: always like, why are the rich getting richer? And why
Speaker 1: is this? Because they put their money in assets, they
Speaker 1: understand how to hew the system works. They don't put
Speaker 1: their money in just banks and under their mattress because
Speaker 1: that's not going to help you outpace the debasement and
Speaker 1: the inflation. You put it in assets, not all of it. Obviously,
Speaker 1: we all had to pay our bills and do our
Speaker 1: thing right. We gotta live. But if you want to
Speaker 1: grow your wealth, you got to put it in assets.
Speaker 1: So just think about that. Guys. Hope this is helpful,
Speaker 1: but that's the news. Let me know what you think.
Speaker 1: Leave your thoughts and comments below hit the thumbs up button. Guys.
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Speaker 1: a comprehensive course that helps you to get a full
Speaker 1: understanding of crypto. Knowledge is powers, so be sure to
Speaker 1: check it out at mycrypto course dot com. Guys, thank
Speaker 1: you for watching and listening. I appreciate you all and
Speaker 1: I'll talk to you all later