China Unleashing Crypto Supercycle on Solana Soon?🚨

0:00 China is looking on chain, and it may be doing it in a way that you may not expect. I want to thank our sponsor today, and that is Tangent, where you guys can get into full self custody. Very easy to do, your secure crypto hardware wallet. And one of the things about Tangent that I think a lot of people misunderstand with self custody is the ease of use and also the ease of being able to get this set up for you. It's like a credit card, works with your phone, always present. Make sure to get a three-card set so you've got a backup. But you guys, of course, can use our link down below. It's going to give you a 10% discount. And they also have several offers from time to time. So always check what's

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0:44 I want to start with this, guys. And that is a senior. Because I don't want to say that we're not paying attention to what's going on out there. Because Iran is still putting pressure. On the U.S., this is where a senior Iranian official is telling Reuters that they're not going to give up its enrichment in terms of uranium.

1:01 So this is one of the things that, of course, is affecting the markets right now. And this is really leading into something that, of course, is hitting the market today. There's other macro effects, but this, of course, is one of them. As Bitcoin went to 83K, erasing its recent October gains. The other thing, and another 642 million in long positions also liquidated here.

1:22 So paying attention here.

1:24 I don't know if you guys think this is the bottom here in terms of the local side for Bitcoin and Ethereum.

1:30 Let me know in the comments.

1:31 Are you expecting a sub 80K Bitcoin? Just drop it down in the comments. I want to get into that. Other things I want to jump on is what's happening right here. You've got Bitmine and their chair, Tom Lee, saying he's never seen a major institutions declare a bull market.

1:48 In previous cycles.

1:49 Well, That all is about to change, because right now he says this is the biggest bull market we've ever seen, and it's coming at us fast. This, of course, was announced over at Token 2049 in Singapore. I want to go to a clip here, and the clip will talk about these yields, because everybody's worried about how fast these yields are growing on the 10-year, on the 20, on the 30, and he addresses it in this clip as to how it may affect the markets.

2:14 Take a look.

2:15 I think there's a clue. The fact that the NASDAQ is hitting all-time highs and crypto is rallying, I think it's telling me that the rise in yields might be transitory. I mean, 5% is no problem for the stock market because real growth is very strong. We're going through peak inflation. I mean, that's kind of the Fed view. And a lot of economists are highlighting the transitory impacts right now hitting CPI. Again, that's probably why the Nasdaq and crypto are rallying because they don't see the sustained rates.

2:45 Did September payrolls tell us that something is cracking?

2:48 Yeah, the September payrolls kind of confirmed the bigger trend. I mean, jobs growth used to be $ 200, 000 a month. It's averaged like $ 60, 000 a month in 2026. I mean, I'd hardly say that's a booming economy. So does the Fed need to really be stomping on the economy by doing three.

3:04 Hikes this year?

3:06 All right.

3:06 So to the point that Lee is getting at is that this could be a super cycle that is brewing. And there's one thing that could possibly start all of this.

3:17 And that is what's happening in China.

3:18 I want to go to a clip here because China is starting to take notes and they may start applying them.

3:24 Take a look.

3:25 In fact, you told the journal that China will inevitably find a way to manage and reopen crypto activity.

3:33 I could only say this. The Chinese government is watching the technology is developed very, very closely. but they know that's not technology they can ignore. They are using Hong Kong as the region to test.

3:52 And if China does reopen the gates, what's the size of the opportunity of the addressable market there for HSDC?

3:57 It's huge. The Asian population being bigger than the rest of the population as users of crypto and traders of cryptos. And then, you know, China climbing down on crypto, that's a slowdown, right? I think the U.S. market picked up, but... When the Chinese government find a way to manage this and allow access to trading crypto and allow the technology to be used by various companies, a Chinese company or cross-border trade, I think the crypto is going to go through another super cycle.

4:26 So what you listened to there is, I think, some key words. One is that China is watching this technology very, very closely. And when you consider China and the size of what it is today, Term-wise, when you look at the population, according to WorldShare, it's like 17%.

4:44 The U.S. is like 4%, okay?

4:47 So consider the 2023 GDP, which was around 19 trill, versus 26 in the U.S. So the key here is that China is in the midst of maybe causing a major shakeup here. Think about this for a second. China banned, in 2021, the last time we saw a real bull run where institutions were involved, Bitcoin was being banned in China, probably one of the major efforts that kept Bitcoin from.

5:12 Hitting the 100K mark.

5:14 And now what we've got is China possibly actually joining the crowd. And when you consider this right here, China has more money in the system than ever. Its M2 money supply hit a record 356 trill at the end of August. This was all from the People's Bank of China. And of course, that's around $ 53. 1 trillion more than what the U.S. has, which is around $ 23 trillion.

5:39 So basically, it's double.

5:42 And you consider the growth of this, and then you look at just the factors that are playing out worldwide, and you've got a lot happening because China, from its own citizens, are actually utilizing stablecoins which is now emerging as a parallel payment network. So this is a train that I don't think anybody's going to stop in terms of how China may be entering into the market. The question will be, how do they come in? And what kind of transactions will we see? All right, so let's take a look at how to tie this into a blockchain.

6:14 And one that we've been watching around this that could be a winner here is going to be Solana. If you look at Solana, the foundation there, just to show an example of how institutional tokenized assets now also partnering up with Solana. You've got the Solana Foundation and JP Morgan going right at it. JP Morgan providing input now on institutional settlement practices.

6:34 So that's moving. All right, so you guys.

6:35 Remember we had a video here last week. We had two videos in reference to Canada. One was, of course, showing Carney's strategy around the use of crypto and blockchain. The other was looking at some of the specific products. And one of the things that popped up in that video notion was the idea that maybe tokenization could happen with products around the world. And one of the key products in Canada that is globally known is maple syrup.

7:04 It's almost as if they were watching our show, because take a look at this clip.

7:08 We have demand for the product, but it's challenging logistically about the only place we can sell it is at a local farmer's market.

7:16 And you get some demand for it.

7:21 What we're doing makes every bottle digitally identifiable, connecting the buyer to the producer, which gives buyers access to syrup with proof of origins. By tokenizing the asset, putting it onto the Solana blockchain, and also tying it up to the IoT device, we're able to basically have it exist outside of the vault that.

7:45 It's currently in, right?

7:46 So not only can we do more like marketing.

7:49 When you looked at, obviously, the deal there with the Mabel Serp project, what's happening, though, is there are other projects, meaning liquor is coming online. We're seeing all sorts of potential opportunities here as RWAs, real-world assets coming on-chain. that are tied to some of these countries. Imagine if you could do something in South America, in Mexico, Chile, Argentina, move over to the Asia, Asian markets. All of these countries are looking at it in the same way. So consider that Solana essentially is now becoming RWA chain. You look at this right here. This is just swap revenue by pair category. Solana starting to move here in reference to tokenized assets. And that's something to keep a very

8:30 close eye on as it continues to move. And let's not forget that there are some meme components that play into Solana, probably more so than any other chain out there. And I think that will become a factor going forward to what we're seeing right now. And so much so, Matt Hogan was talking about this, and he explained this and why Solana might end up winning.

8:53 Take a look.

8:54 Yeah.

8:55 What does Wall Street think of meme stocks?

8:57 That's a great question. I would say that they don't even know that it's happening. My own view is that there's something actually interesting here. But the idea of being able to pair something that has social and societal clout with a position in underlying stock, I think there will be three or four versions of this that are actually super interesting. I have a feeling that this is an important new idea. It has resonance with the community, and we haven't seen its final form yet.

9:27 RAOUL PAL, fairly random list of soul, hype, ZEC, NIO we spoke about today, ETH and BTC, obviously they have to be in there. Which of these assets are most likely to be among the fastest horses?

9:38 Not just saying it because I'm here, but as everyone knows, super bullish on where Solana is going.

9:43 All right.

9:44 So he's kind of picking the soul chain and I get it. But remember, what he's talking about there is the meme component. And the reason this is tied or can be tied to RWAs is this. Imagine when you start to see countries saying, all right, maybe we need to go on chain. Let's start to tokenize some of our commodities. Let's get into RWAs around different products, companies, whole environments or industries. Imagine the memes that circle in around those initiatives. That's the kind of community that Solana brings.

10:16 And you apply that to RWA and boom, you've got magic happening for the future. The kind of magic that Lily Liu was talking about of why Solana might win this.

10:26 Take a look.

10:27 The internet capital market, we believe, is going to be the largest capital market, the largest global capital market going forward. Why is it only Solana that can actually deliver on this? Well, if you look at a place like Southeast Asia, you already see a ton of fragmentation. You've got a multitude of different countries, all on separate currencies, even all within the same time zone across 2.9 billion users. And that's why over the last couple of years, on every single timeframe, Solana has been the most used blockchain, more than the entire rest of the industry combined.

10:57 All right, so more than the entire industry, rest of industry combined. And it's not just what's happening around the world. It's also the US saying, well, maybe we need to look at Solana a little tighter.

11:11 Here's BlackRock.

11:12 When you look at distributed asset value right now in RWA, well, guess who's leading?

11:17 Yep, that's right.

11:18 Solana holding a 41.4% market share. So this is not just something that is passively happening lightly.

11:26 I think this is a major.

11:27 Shift underway, and it's a shift that I think many of the investors are starting to recognize and really get behind. And I think the next key is going to be how China could actually become a major component to this.

11:40 So be watching this very closely.

11:43 Now, I want to jump over to another angle here because this is something that a lot of you guys are always watching. Who are the best investors to track? Well, one of them is Cathie Woods that we've talked about. Never been on our show, but we've talked about her a lot in reference to some of the selections. And the primary reason is she goes into companies that are usually frontrunners in terms of news and trends and their innovation side.

12:09 Well, this is a clip of her getting.

12:12 Pressed on why they are not performing against some other asset classes.

12:17 Take a look.

12:18 Now, you are comparing us to QQQs. That is an incorrect comparison because we are focused on technologically enabled innovation across all sectors. Roughly 30%, 25% to 30% of our portfolio.

12:34 Right now.

12:39 Is in healthcare, which we believe is going to be the most profound application of AI. The QQQs are not involved in healthcare or in financial services. It's barely involved in financial services. So there's no comparison.

13:02 All right, so very defensive, and I think for the right reason, you had investors kind of pressing Cathie Wood saying, why are you allowed to have any public speaking opinions when ARK is literally destroying people's capital? The five-year performance was down 15% during an AI boom, which we have seen.

13:20 We're once-in-a-lifetime growth boom, and here you are minus 15. QQQ is up, guess what, 112%. in the same time period. So this is the challenge that all of you should be looking at right now.

13:33 And that is get out there, do your own research.

13:36 Hopefully what we're doing is bringing you news, get you insights, maybe some analysis on where to kind of look, put a lens on. And this is the kind of thing that I think we are all going to be facing very quickly. You've got the S & P 500 hitting a new all-time high. If Tom Lee is right and we see a super cycle coming in right here, this could be a huge component forward. Just to give you a comparison, remember the Mag 7 ETF, just to show you the performance that has been happening. And if you think about this, this is an easy pick, I think, for everybody out there in terms of buying. So if you're not sure, it's not necessarily you needing a specialist to go out and do.

14:17 This for you.

14:17 In many cases, you can go out and do this yourself if you're doing the right kind of research.

14:21 Now, I get it.

14:22 Some of you maybe don't have the time. You're in a position where you want to trust a major Wall Street player to get into that. But it is a factor that is now being asked in the market. And with all the tools that are happening around AI, this, I think, is only going to get better and better for traders going forward. So pay attention here. Listen, when you have Tom Lee getting more views than the president right now in terms of what's going on, something is up in the market. Even though we're seeing a little bit of a pullback right now, something is brewing And I think investors and traders in general are all preparing for something. Here is Tom Lee talking about what the opportunity is around Ethereum and where he stands.

15:04 Currently at $ 6 million. That took us a little over a year. We thought this would take five years. It took us a little over a year.

15:14 More importantly, we did this all in the middle of a bear market.

15:19 So we bought ETH. Well, no one wanted to buy it. We were glad to buy it cheaply. We bought a lot.

15:26 At $ 1, 500.

15:27 But it's in the middle of a bear market.

15:29 And now we're going to stop.

15:31 We only need to get another $ 100, 000 ETH to get to 5%.

15:34 So as you can see there, this is a good example of how investors in BM & R are actually getting something delivered to them that was anticipated. And now you're in a position with what that's going to do around Ethereum. They're this close to actually obtaining 5% of Ethereum locked up. And remember, this is just nothing but an earnings engine for BM & R. So be watching this, be watching Solana, and take a very close eye on what's happening in China because things could get very heated in a very fast fashion. If you like this video, hit like and subscribe, drop a comment down below, and also join our free private member group.

16:21 The link is in the description.