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