Another wave of panic has hit the crypto market. Bitcoin is falling, Ethereum is bleeding, and altcoins are rapidly losing momentum as traders rush to exit leveraged positions. More than $660 million has already been wiped out in liquidations, turning what began as a pullback into a full-scale risk-off event as the A.I. tech bubble shows signs of weakness. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit and trade $200 to unlock $100 ➜ https://bit.ly/OKXRP Use code: paulbarron *Terms Apply* 00:00 intro 00:05 Sponsor: OKX 01:00 Markets Crash! 01:59 Morgan Stanley on Porfolio Management 02:23 Peak Concentration 03:17 Mag 7 Cap-Ex Spending &amp; Issuance 04:04 Corporate Bonds 04:05 Gareth Soloway: Market Breakdown? 05:20 SpaceX downgraded by MSCI &amp; Softbank 07:32 Micron earnings tomorrow 08:37 Bitcoin vs Gold &amp; S&amp;P500 09:20 TradFi gives up on Bitcoin 10:06 A.I. Rotation continues 10:39 South Korea fails to enter developed markets 11:50 Samsung stock growth 12:36 Private Credit bubble 13:13 Robinhood vs Coinbase 13:55 Diversify into Stocks and Crypto 14:54 JD Vance on Iran Deal 15:05 Iran denies White House facts 15:36 Oil price limbo 16:16 CLARITY Act lowest odds since January 17:19 Stay Tuned 17:34 outro #Crypto #Bitcoin #AI ~Everything Crashing!?🔥A.I. Bubble vs Crypto💥Market Update~ ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ Join our community! The Barron Market Edge (FREE)➜ https://www.paulbarronnetwork.com/barron-market-edge-signup Private Telegram Group (FREE) ➜ PBN Diamond Circle https://t.me/+nISqoMxrok40NTcx Subscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribe 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 ───────────────────────────

Everything Crashing!?🔥A.I. Bubble vs Crypto💥Market Update

The Paul Barron Crypto Show

# Full Transcript

**Podcast:** The Paul Barron Crypto Show

## Participants

- **Paul Barron** (None)
- **Gareth Soloway** (None)
- **Zach Pandell** (None)
- **Leslie Marks** (None)

## Transcript

Everything is crashing today. We're going to break it down for you. There is a lot to go through. Before we get into it, I do want to thank our sponsor, and this is a special offer for you guys. OKX is running an exclusive affiliate offer where you can earn up to $500 in XRP rewards just by hitting a few simple milestones. Step one, tier one, you can complete the KYC. You get $10 in XRP. If you go to step two, which is $100 on a deposit, you get another $40.

Then you can bump that deposit and trade volume of just $1,000, and you grab an additional $100 in XRP. Best of all, for the heavy hitters out there, if you deposit and trade $10,000, you can unlock a massive $350 XRP reward. This stacks onto all of this, so boom, you get up to $500 max earning, and it's paid directly out in XRP.

So click the link down below. You guys are not going to miss this one. It is an awesome one. Let's just get right into it. I want to take a look first at how much is coming off the market. If you take a look at this tweet, this kind of hits it on the head, and that is $1.1 trillion wiped out from the U.S. stock market at the opening. That is not all, though, guys. We are talking about a conglomerate of wipeouts, including Bitcoin down 3%, almost 4%, gold down 2.2%, silver down almost 5%.

The Kaspi, Nikkei, Hang Seng, U.S. futures all falling. And is this what is happening? We've got everything from heavy selling in AI and tech and semiconductors to now the Bank of Japan's recent hike is tightening global liquidity. This is something we've been talking about in terms of liquidity shifting into different markets. I'll explain maybe where this might be going and how you might be able to play this out. I want to go over to a clip real quick, though.

This next clip will break down a little bit of whether or not you should be hedging against the AI play or others. Take a look. This is healthy pullback, but you should still buy them when they pull back. I think so. Yeah. Now, you can't have a whole portfolio full of them unless you're willing to withstand mornings like today. So what do you do with the rest of it if your whole portfolio can't be this? Correct. Well, watch today what works.

You really want to have some what we call non-correlated positions in your portfolio to inoculate yourself. All right. So he said something that I think is very, very true and also wise for any investor out there, and that is non-correlated investments. If you look at this peak chart right now and you compare the AI Big Ten, this is in the S&P. This is where we are right now. That's the correlation of the AI stocks, and there's only a handful that is holding up the top of this market,

and that is a problem, guys, because the last time we saw those kinds of situations was back in the dot-...

Everything Crashing!?🔥A.I. Bubble vs Crypto💥Market Update

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Everything Crashing!?🔥A.I. Bubble vs Crypto💥Market Update

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.